Release Notes

Code Release - 12/13/2023

We released a long list of changes to ComCept .Net this evening, including:

 

Accounts Receivable
- Posting Batches - increased the speed of posting payment batches.  IMPACT:  New AR batch posting
- AR Payments - now use EST time instead of UTC.  IMPACT:  Creation of payments in Angular/Endeavor AR

 

eBusiness
- OEM Orders - Default Ship-vias will now honored on all OEM and Log1c orders received into ComCept.  IMPACT:  OEM and Logic orders
- OEM Orders - Decreased the processing time of OEM orders.  IMPACT:  OEM order generation
 
Reports
- Supplemental Invoice - Converted to SSRS.  IMPACT:  This report only
- Price Profile Details - Converted to SSRS and displays detail lines with dates.  IMPACT:  This report only
- Inventory Analysis 12 Month - Converted to SSRS.  IMPACT:  This report only
- Exceptions Report - Changed a label for shipment type to be clearer.  IMPACT:  This report only
- CollisionLinx - Sales by Product Group or Line - Converted to SSRS.  IMPACT:  This report only
- CollisionLinx - Supplemental Invoice - Converted to SSRS.  IMPACT:  This report only

 

Miscellaneous 
- Data Maintenance - Allowed dated lines to be included on all pricing models
- Topaz signature pad devices are now supported in Endeavor.  IMPACT:  Endeavor signatures only
- Fixed a small issue with recurring billing templates/processing to properly include order Sources.  IMPACT:  Creation and processing of Recurring Bills 
- Cycle Count Sheet - Fixed a bug that would cause items to appear on a cycle count sheet before it was due to be counted.  IMPACT:  Cycle count sheets only
- Work Orders - Automatically mark any closed Work Order lines as printed.  IMPACT:  Closing of WO lines
- Item Availability Page - The header on the location section now stays in place correctly if you are using a modern browser.  IMPACT:  Item Availability page only
- Doc Gen - Item smart dropdown now honors active for purchase.  IMPACT:  Doc Gen item selection
 

 

 

Code Release - 11/15/2023

We released a long list of changes to ComCept.Net this evening, including:
 
Reports
- Net TO Distribution report - brought one of the first converted SSRS reports up to the newest standard.  IMPACT:  This report only
- AR Adjustments report - Converted to SSRS.  IMPACT:  This report only
 
Data Maintenance
- Add Customer and Add Inventory - These sheets no longer incorrectly require users to supply Optional columns  IMPACT:  These two DM sheets
- Customer Add and Customer Update - Optional "Default Ship Via" field was added.  IMPACT:  These DM sheets only
 
Miscellaneous 
- ComCept .Net Homepage - ComCept .Net home page now runs on a secure address for all customers: https://home.comcept.net.  IMPACT:  ComCept .Net in the browser
- Customer and Vendor Maintenance pages - Users can now specify a Default Ship Via.  IMPACT:  Customer and Vendor pages *Will be utilized in Endeavor
- RMA - Added Accept All and Reject All options to the Actions dropdown.  IMPACT:  RMA page only
- Document Generation - fixed an issue with active statuses on the item dropdown that added items to documents.  IMPACT:  Item dropdown only
- Adjust Inventory - Added a new Cost and Total Adjustment field to the Inventory Adjustment page (requires permission: Adjust_Inventory_ViewCost).  IMPACT:  Inventory Adjustment page only
- Work Order Processing - Pick Slips will now print all open items on the document.  IMPACT:  WO Processing - Print pick slip only
 

 

 

Code Release - 11/1/2023

The following changes were released this evening:

 

Reports

- Sales by Product Group or Line (Inventory) report - Converted the report to SSRS. IMPACT: This report only

- Transaction Signature Form (Driver Log) - Better handling when the report is run with no filters. IMPACT: This report only

- SSRS Quote and WO printout - Added repeating headers and increased the barcode size. IMPACT: This report only

- Shipment and Receipt Printout - Converted to SSRS, added some logic to the PO number field and a barcode. IMPACT: This report only

- PO/TO/Pick slip Printout - Added a CLOSED line description to all closed Line items. IMPACT: This report only

 

Miscellaneous

- Accounts Receivable - increased the search speed on the payment batch search. IMPACT: New Accounts Receivable searching on the Batch List, Batch Details, and Search screens

- Cycle Count Sheet - Allow users to keep items in the receiving bin from appearing on Cycle Count sheets. Note: these items in other bins will appear. IMPACT: Cycle Count Sheets only

 

 

 

Code Release - 10/18/2023

The following changes were released this evening:

 

WMS 
- Count Sheets - Users can now scan "Case" UOMs to count "Each" UOMs in store-based WMS, Warehouse ability coming in the next release.  IMPACT:  Count sheet barcode scanning
- Directed picking
  - Added a refresh button to get the latest information on the WO to the handheld device.  IMPACT:  Directed picking only
  - WMS_OverrideQtyPick permission was added, allowing a user to manually change quantities in the grid.  IMPACT:  Directed picking only
 
Reports
- Customer 12 Month Item Usage report - Fixed a small issue with the sorting when the manufacturer is hidden.  IMPACT:  This report only
- Inventory Count Discrepancy report - Added a Bin column and displayed the location more prominently.  IMPACT:  This report only
- Exceptions report - Fixed a small issue with an exception not appearing on the report.  IMPACT:  This report only
- Inventory Listing report - Added a feature to allow users to find items if they have duplicate UPC codes.  IMPACT:  This report only
- CollisionLinx reports - All SSRS reports in CollisionLinx can now be printed and emailed to MS Word.  IMPACT:  CollisionLinx SSRS reports
 
Miscellaneous
- CollisionLinx - Barcode scanning on CollisionLinx orders has been fixed.  IMPACT:  Barcode scanning in CollisionLinx
 

 

 

Code Release - 10/4/2023

We released several changes to ComCept.Net this evening, including:

 

Mobile (Android) Platform

- SigScan - Released a new build of the application to get all users updated. IMPACT: SigScan app only

- WMS - Count Sheets - Users can now scan "Case" UOMs to count "Each" UOMs in store-based WMS, Warehouse ability coming in the next release. IMPACT: Count sheet barcode scanning

- WMS - Directed picking - Added a refresh button to get the latest information on the WO to the handheld device. IMPACT: Directed picking only

 

ComCept .Net General

- Password expiration is now honored throughout ComCept. IMPACT: ComCept .Net only and if you have password expiration activated

 

Count Sheets

- Directed / Undirected count type is now available on all three count sheet types. IMPACT: Count Sheet Add page, Mobile Count Sheet

- Fixed a navigation bug when leaving a newly created count sheet. IMPACT: UI only

 

Reports

- Commission Detail Export - Fixed an issue when a user-specified a product line. IMPACT: This report only

- WO and Quote printout - now displays the discount amount on the line items. IMPACT: This report only

- Customer Ranking report - has been sped up and formatting has been standardized. IMPACT: This report only

- SSRS reports - All SSRS reports can now be printed directly to MS Word. IMPACT: All SSRS reports

- Credit Packing List - now shows "Credit" in the title. IMPACT: Only the places where this prints

 

Miscellaneous

- Electronic Billing page - The export can now accept a string of invoices to limit its export amount. IMPACT: This export only

- Price Profile List page - The price Level in the list is now consistent with Price Profile details(e.g. "1" instead of "PriceL1"). IMPACT: Price Profile UI only

- CollisionLinx Reports - Users are now able to email all SSRS-based reports. IMPACT: All SSRS reports in CollisionLinx

- Data Maintenance - Customer Add sheet - "All Regions" and "Is Ship-To Required" selections have been added to the sheet as optional fields. IMPACT: This sheet only

 

 

 

Code Release - 9/20/2023

We released several changes to ComCept .Net this evening, including the following changes:

 

Data Maintenance

- Employee Management - Fixed a small issue with the DM employee sheet. IMPACT: This DM sheet only

- Employee Management - Users can now upload the Employee Management sheet without including the password and hourly rate. IMPACT: This DM sheet only

- NEW sheet - Price Profile Header - you can now upload new price profiles NOTE: This only pertains to the Profile header, not the details. IMPACT: This DM sheet only

- Standardized all Data Maintenance sheets that utilize the Action column to only use "Update", instead of a mix of "Change" and "Update". IMPACT: Customer Email, Customer Special Pricing, Purchase Profile Details, and Vendor-Specific Part Number DM sheets

- Data Maintenance List page - the search is now working. IMPACT: DM List page only

 

Miscellaneous

- ComCept .Net - Endeavor users must create adjusting POS documents with the new Customer Adjustment or Cash Adjustment pages, Adjust-type items will no longer be allowed on Legacy POS pages. IMPACT: Endeavor users only

- Signature Scan and WMS Android-based apps now honor the expired password features. IMPACT: All users of WMS/Signature Scan applications that also utilize password expiration

- Fixed a record audit bug with the recording of Master Inventory changes from Data Maintenance. IMPACT: Only the Master Inventory DM sheet

 

Reports

- All SSRS-based reports have a new email button. This was done to allow the format dropdown to only include formats. IMPACT: All SSRS reports

- Distributed SSRS reporting across more servers to speed up response times for all users. IMPACT: All SSRS reports

- Customer Aging report - widened the Location number column to accommodate four-digit location numbers. IMPACT: This report only

- PO/TO Printout (SSRS) - Standardized the formatting and layout of the report to be more consistent with all the other document printouts. IMPACT: This report only

- Invoice Printout - Fixed a small issue to display the discount amount on the line items. IMPACT: This report only

 

 

 

Code Release - 9/7/2023

This evening we released the following changes to ComCept .Net:

 

SigScan mobile application IMPACT: SigScan app only

- Enhanced the verification process to check all the ways a document can be signed

- Enhanced the images used in the verification and sending process to make it very easy to tell why a signature failed to send

 

Password Expiration

- We now update the timestamp for "last password change" date on every active employee when you enable the Password Expiration feature. IMPACT: Users with Password Expiration feature only

- CLOSE will now honor password expiration. IMPACT: CLOSE Login

 

ePO

- ASNs will now be generated for all orders coming in as an ePO order. ASNs were previously only generated when the sender was integrated with a WMS, such as HighJump. IMPACT: ePO orders for jobbers who buy from other jobbers

 

Reports

- SSRS location multi-selector - Fixed a small issue with region sorting. IMPACT: All SSRS location selections

- Transaction Detail Export - Increased the speed of the report. IMPACT: Report results shouldn't be affected

- Invoice/Credit/Consignment Printout - increased the width of the UOM field. IMPACT: This report only

- Custom Notes Listing - Fixed the UOM name display to show the long name. IMPACT: This report only

- Crystal reports - We now show the long name for UOMs when selecting an item filter on Crystal reports. IMPACT: All Crystal reports with item filters

- Quote and WO Printout - Standardized the report and everywhere it runs. IMPACT: This report only

- Item Activity Report - Reduced duplication of information when bins are hidden. IMPACT: This report only

- Record Audit Report - Fixed a small bug if you ran the report for no data. IMPACT: This report only

 

Miscellaneous

- Data Maintenance - The "Data" sheet can now be in any position on the Excel spreadsheet, previously it had to be the second sheet. IMPACT: DM uploads

- Item Lookup - Added the Default Transfer UOM to the detailed view. IMPACT: UI only

- Count sheets - Fixed a small issue that threw an error when the cost of an item was negative. IMPACT: UI only

- Accounts Receivable - The link to Accounts Receivable on the Customer Maintenance page will follow the system setting. IMPACT: UI Only

- Bin Items - Users can now modify the bins with the correct permissions. IMPACT: UI Only

- Cycle Counts - Added a new permission and feature to allow users to update the count quantities for future count sheets. IMPACT: Cycle Count Sheet page only

 

 

 

Code Release - 8/23/2023

We completed a long list of features and fixes in ComCept.Net, including:

 

Reporting
- The Invoice/Credit/Consignment printout - The layout and formatting has been revamped.  IMPACT:  The SSRS report, all emailing of invoices and credits, Nightly Transaction Report and anywhere that prints one of those documents from SSRS
- Record Audit report - Security audit changes now appear on the report.  IMPACT:  Report only
- Transaction Detail Export - Added an IsSigned column and a filter to the report.  IMPACT:  Report only
- Count Sheet report - fixed the UOM display to show the proper value.  IMPACT:  Report only
- Inventory Turns report - Added an option to add transfer shipments to the turns calculation.  IMPACT:  Report only
- Email Nightly Transactions report - Tax adjustments are now available to be emailed.   IMPACT:  Report only
- Employee Listing report - Added the new password expiration field.  IMPACT:  Report only
- Fixed a small sort bug in the location selector of all SSRS reports.  IMPACT:  All SSRS reports with location selector

 

Password Expiration
- Companies can now require a user's password to be changed on a regular schedule
- This feature will affect logins throughout ComCept
- The user will start to get warned on all landing pages 14 days before their password expires
- Users can be marked exempt from the password expiration feature on the Employee Maintenance page.
- If the User didn't change their password they will not be able to login and will have to use the Reset Password feature on the login page or have someone else change their password for them.

 

Miscellaneous
- Several locations throughout the application were displaying the short name for units of measure (EA instead of Each), this has been corrected.  IMPACT:  Display only 
- Receipt Worksheet - fixed an issue with typing in the cost and discount fields.  IMPACT:  Receipt WS only 
- Data Maintenance - Permissions - Group Management and Permissions - User Management sheets now audit any permission changes made.  IMPACT:  These sheets only
 

 

 

Code Release - 8/9/2023

 

We released a long list of features and fixes to ComCept.Net this evening, including:

 

WMS
- Added Undirected picking to store locations.  Picking can optionally be done undirected.  IMPACT:  WMS app for stores only
- Count sheet - hardened elements to help eliminate app crashes.  IMPACT:  WMS Count sheet only
- Count sheet - added a new preference to allow free-form (undirected) count sheets.  IMPACT:  WMS Count sheet only
- Picking - Cleaned up some code to streamline and harden the picking process.  IMPACT:  WMS Picking only

 

Signature Scan
- Added a Verify feature to check to see if the document number or amount is correct before signing.
- Added a label to the login page, this will help users identify which application they are in.
- Moved the list page elements around to prevent hiding the status behind the Add button.

 

Reports
- Quote and WO Detail - Sped up the report.  IMPACT:  Report only
- Count Sheet report - expanded the description display area to allow long descriptions to be read.  IMPACT:  Report only
- Invoice/Credit/Consignment Printout - Minor adjustments to the layout to become more standardized and adjusted the totals, and discount to round correctly.  IMPACT:  Report only
- Invoice/Credit/Consignment Printout - Fixed the Exclude Attributes parameter.  IMPACT:  Report only
- Restock List - changed the title of the PO, RGPO, and Transfer restock lists to better reflect the desired action.  This also affects their receipts.  IMPACT:  Report only
- Pick Slip - Added technician name and Piece Count to the report.  IMPACT:  Report only

 

Miscellaneous
- Windows 11 - fixed an issue with printing a new PO.  IMPACT:  Windows 11 PO screen only
- Security - Changes made to security groups will now be audited.  Changes to the report will be added in a future release.  IMPACT: The security page
- Recurring Billing - fixed a small issue with recurring credit customer adjustments.  IMPACT:  Recurring billing credits
 

 

 

Code Release - 7/26/2023

We released a long list of fixes and features to ComCept .Net this evening, including:


Reports
- CollisionLinx Item Ranking report - We fixed a bug to limit the amount of data the report can display
- Email Delivery Audit report - fixed a parameter to allow the report to show anything emailed
- Point of Sale printouts - Added a Microsoft Word printout version of all the printout documents in SSRS
- Inventory Audit for Committed / On Order report - is now on SSRS and can take 6 inventory numbers at a time now
- Item Yearly Sales Export - is now on SSRS
- Quote and Work Order Detail report - is now on SSRS

 

Point of Sale
- PO Receipt Worksheet
      - Endeavor transfers can no longer be received in the PO Receipt Worksheet
      - Negative costs and discounts can no longer be entered as negatives
- Quotes - Users can now email quotes right from the Quote page
- Shipping Worksheet - It is no longer possible to force a value in the On-Hand field of a bin - removed permission InventoryBin_Admin
- Recurring Billing - Added the ability to select all transactions in the recurring billing batch

 

Maintenance
- Product Line - Alias can now be edited on the page - useful for some distributors exporting data to partners

 

Mobile Applications
- Signature Scan
      - Added better validation for sending signatures
      - Added a Verify Information button that checks if all the collected documents are correct before collecting signatures
 

 

 

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