Release Notes

Code Release - 7/24/2024

This evening we released many significant fixes and features, including the following:

 

Reports:
- Inventory Valuation and Sales report - Fixed a calculation bug with the export version of the report to match the PDF version of the report.  IMPACT:  this report only 
- Customizable Inventory Labels/3 Across Listing report - Converted to SSRS.  IMPACT:  This report only
- Customizable 3x1 Inventory Label report - Converted to SSRS.  IMPACT:  This report only
 
Extended Description:
- Master Inventory - Added an Extended Description field to items of type (Inventory, Non-Inventory, Freight, and MISC).  IMPACT:  Master Inventory page
- Data Maintenance - Inventory Add - Added Extended Description as an available, optional field.  IMPACT:  This DM sheet only
- Data Maintenance - Inventory Update - Added Extended Description as an available, optional field.  IMPACT:  This DM sheet only

Manufacture Batch:
- Fixed a small bug with the Multiply Batch feature.  IMPACT:  Manufacture Batch page only
- Added the ability to save quantities up to four decimal points on all items in a formula or batch.  IMPACT:  Manufacture Batch
 
Miscellaneous:
- Payment Batch Post - speed improvements and fixed a bug with multiple payments applying to the same Invoice.  IMPACT:  New Accounts Receivable
- Data Maintenance - Inventory Add sheet - Added the five inventory custom fields to the sheet.  IMPACT:  This DM sheet only 
- ePO Manage Orders page - Pages now remember the search parameters, and added a Clear button.  IMPACT:  Both ePO manage pages
- Added a time zone note to the SSRS schedule section.  IMPACT:  SSRS reports
 

 

 

Code Release - 7/10/2024

We released many new updates and fixes this evening, including:


Manufacture Batch:
- Altered the Percentage error to be a warning until the batch is finalized. IMPACT:  Manufacture Batch only
- The Packaging dropdown is now a smart dropdown that allows searches. IMPACT:  Manufacture Batch only 
- Added a confirmation message on the Batch finalization process. IMPACT:  Manufacture Batch only
- Removed the option to Affect Usage from Manufacture Batch. IMPACT:  Manufacture Batch only
- Added a Manufacturing Clearing GL Account preference.  IMPACT:  Manufacture Batch only
- Adjusted the GL generated from the batch to incorporate the new Manufacturing Clearing GL Account and comply with GAAP.  IMPACT:  Manufacture Batch only

 

Reports:
- Price Change Audit report - Added Published cost as an option to the report. IMPACT:  This report only
- Bin Labels report - Converted to SSRS. IMPACT:  This report only
- Inventory Shelf Label report - Converted to SSRS. IMPACT:  This report only
- Inventory Price Labels report - Converted to SSRS. IMPACT:  This report only
- Bin Labels 4x2 report - ComCept created a brand new report similar to Bin Labels 3x1 to fit on a 4x2 label. IMPACT:  This report only
- Customer Bin labels 3x1 report - Converted to SSRS. IMPACT:  This report only
- Customer Bin Labels report - Converted to SSRS. IMPACT:  This report only

 

Data Maintenance:
- Local Inventory Update - Added new validation to verify the Safety Stock is at or below the Restock Max. IMPACT:  This sheet only
- Customer Add - removed filters since there are no filters needed on an Add DM sheet. IMPACT:  This DM sheet only
- Fixed a small bug that hid filters when a user switches to a sheet that doesn't have filters and switches back to a sheet that does. IMPACT:  DM only
- Work Order Add - now honors the new preference 'Use Ship-to customer terms code'. IMPACT:  This sheet only

 

Miscellaneous:
- Utopia Maintenance Pages - fixed a bug that hid the navigation control on Maintenance pages (Employees, Store Locations, etc.) IMPACT:  All Utopia Maintenance pages
- ASNs - Endeavor users will be able to select the Download link and it will direct them to the Endeavor Receipts, not Receipt Worksheet. IMPACT:  ASN Downloads

 

Mobile Platforms:
- Signature Scan - Added a new feature to prevent screen rotation when collecting signatures - this helps overcome problems with devices that don't rotate cleanly. IMPACT:  Signature Scan only
- WMS - Receiving - Displaying a better error message when a user attempts to open multiple receipts for RGPOs and Transfers which are not allowed. IMPACT:  WMS Receiving only
- WMS - Added a new action menu to the Picking pages. IMPACT:  WMS
- WMS - Picking (Directed and Undirected) - Added Work Order details to the action menu. IMPACT:  Picking pages
 

 

 

Code Release - 7/1/2024

We released a few changes to ComCept this evening, including:

 

Manufacture Batches
ComCept is releasing a new feature for Distributors who manufacture products.  Users can now make a formula and use that formula to make batches of products.  These batches can automatically adjust the inventory and cost of the products consumed/created in the batch.

 

The feature is available only in pilot until further notice, you will not be able to finalize a manufacturing batch.
 
Reports
- Transaction Detail Export - Added RepairStack as a source and added a sort option.  IMPACT:  This report only
- Transaction Detail report - Added RepairStack as a source.  IMPACT:  This report only
- Inventory Valuation report - Converted to SSRS.  IMPACT:  This report only
- Transaction Journal report - Sped up the processing of this report.  IMPACT:  This report only

 

Miscellaneous
- Receipt WS - Prevent the processing of Purchase Order and Return Goods Purchase Order if those features are enabled in Endeavor.  IMPACT:  Receipt WS only
- Document Generation - Added the ability to mass-remove batches, this will not remove templates.  IMPACT:  Document Generation only

 
 

 

Code Release - 6/12/24

Release Notes - Sprint 109

 

Reports
 - Bin Labels 3 x 1 report - Converted to SSRS.  IMPACT:  This report only
 - SSRS POS Printouts - Removed non-hazmat items from the Hazmat section.  IMPACT:  All POS printouts in SSRS
 
Miscellaneous
 - Item Lookup - Fixed a small bug that was preventing the ability to switch between records.  IMPACT:  Item Lookup only

 

 

Code Release - 5/29/2024

We updated ComCept with a few changes this evening.  Changes include:

 

Reports
- SSRS POS Printouts - All SSRS printouts (Invoice, Credit, Work Order, Quote, Email Nightly Transaction, Shipment, Receipts) print barcodes in Code128 format now.  IMPACT:  All of these reports' barcodes

 

- Inventory Listing Customizable report - Converted to SSRS.  IMPACT:  This report only 

 

- ALL SSRS reports - display the computer's local date and time instead of Eastern time.  IMPACT:  ALL SSRS reports

 

ePO
RepairStack - Added the ability to substitute items on an order in ComCept.  IMPACT:  RepairStack orders

 

Miscellaneous
- Employee Maintenance page - fixed a bug that occurred when a user started entering a new employee and selected the Discard button to abandon the record.  IMPACT:  This page only


- Application Timeout rates are now adjustable in Preferences.  This setting is called System Idle Timeout (Misc tab) and is honored by all of the applications.  IMPACT:  All of the applications  
 

 

 

Code Release - 5/15/2024

We released a few updates to ComCept .Net this evening, including:

 

Reporting
SSRS - Transaction Lost Sales report - Convert to SSRS, "Misc" items, and group items - IMPACT: New report, does not affect old report
SSRS - Transfer Valuation Report - Added an option to show absolute value of qtys (always express qtys as a positive number) - IMPACT: This report only
Emails Reports - Pass the correct local date/time when emailing documents from Legacy - IMPACT: Only emailed documents (POs, invoices) from Legacy ComCept .Net

 

eBusiness
RepairStack: Add new RepairStack source - IMPACT: Work Orders imported from RepairStack, only in pilot for a few distributors

Inventory
Count Schedules - Add info icon explaining what makes an item active - IMPACT: A label added to Count Schedules

 

 

Code Release - 5/1/24

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

 

Reports:
 - Terms Codes Listing report - Converted to SSRS.  IMPACT:  This report only
 - Customer Aging report - Added customer ID to the end of the export version of the report.  IMPACT:  This report only
 - Customer Aging report - Fixed a bug that prevented the footer from being displayed on the first page.  IMPACT:  This report only

 

Data Maintenance:
 - Master Inventory Update sheet - fixed a bug that prevented a user from specifying a unique value in Custom Fields for each UOM.  IMPACT:  This sheet only
 - Vendor Specific Part Number sheet - fixed an issue that prevented updating part number for inactive vendors.  IMPACT:  This sheet only

 

Miscellaneous:
 - New Accounts Receivable - Added a new Preference to allow driving unapplied payment A/R amounts in GL to payment locations.  IMPACT:  AR posting in new Accounts Receivable
 - Document Generation - Batches with 30 day weighted buckets - Fixed a display bug to better help a user understand what time period an invoice would fall into.  IMPACT:  Doc Gen UI only
 - Count Sheets - Adjust the Add Item dropdown to only include inventory items and non-inventory.  This happens if you enable the preference, "Allow Non-Inventory Items in Adjust Inventory".  IMPACT:  Add item dropdown in count sheets

 

 

Code Release - 4/17/2024

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

 

Data Maintenance:
- Work Order Add Sheet - Tax calculations were made consistent across all applications, rounding each tax authority amount, then summing them.  IMPACT:  This sheet only
- NEW sheet - Product Line Management - Users can now add, edit and delete product lines in Data Maintenance.  IMPACT:  This sheet only
- Local Inventory Update sheet - Added a new column and an error message to the validation to prevent a price change from occurring when the location is set to "Master-Level Pricing".  IMPACT:  This sheet only  
*- Customer Add and Customer Update - Added the optional Display List Price column/feature to these sheets.  IMPACT:  These sheets only

 

Reports:
- Customer Item Usage Comparison export - Converted to SSRS.  IMPACT:  This report only
- SSRS reports - We now display the date/time in your time zone on Point of Sale printouts.  IMPACT:  SSRS printing throughout the system

 

Miscellaneous:
- Scheduled Document Generation batches - Replenishment only batches - fixed a bug with the end date calculation.  IMPACT:  Scheduled Document Generation Replenishment Batches only
- ComCept .Net printing (Legacy) - Changed barcodes from Code39 to Code128.  This barcode symbology is more compact, supports more characters, and is supported by almost any barcode scanner ever made.  IMPACT:  All ComCept .Net POS printing

 

 

 

Code Release - 4/3/2024

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

 

WMS:
 - Count Sheets (Stores only) - Allow users to add inventory items to count sheets from the mobile device.  IMPACT:  WMS Count sheets in stores only
 - Receiving - Fixed a bug where users could not view Receipt Status when Multiple Receipts option is enabled.  IMPACT:  Receiving

 

Data Maintenance:
 - Master Inventory Update - Fixed the Error page to display the custom field names correctly.  IMPACT:  Error page only

 

Reports:
 - Statements - New - Cleaned up some spacing and font size issues.  IMPACT:  Statements - New only 
 - SSRS Printout of all POS documents - Fixed an error with the "as Word" export if there are multiple documents being printed.  IMPACT:  SSRS printouts from Advanced reports for (Invoice, Credit, WO, Consignment, Shipment, and Quote)

 

Miscellaneous:
 - Document Generation - Fixed an issue with batch printing the incorrect document type.  IMPACT:  The print icon only
 - Receipt Work Sheet - We now zero out the Discount field when a user applies a discount, then changes the cost field.  IMPACT:  Receipt WS - Discounts only

 - Utopia timeout is now controlled by a preference.  IMPACT:  Utopia
 

 

 

 

Code Release - 3/22/2024

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

 

Reports:
- Shipment and Receipt Detail report - Converted to SSRS.  IMPACT:  This report only
- Inventory Document Batch Worksheet - Converted to SSRS.  IMPACT:  This report only
- Pricing Audit report - NEW report to allow a user to identify when pricing has been updated.  NOTE: Pricing Audits only go back to 3/7/2024.  IMPACT:  This report only
- Statements - New report - Improved the format of the Document column and added an option to hide the Alternative ID.  IMPACT:  This report only 
- Item Yearly Sales export - Added a current On-Hands column to the report.  IMPACT:  This report only
- Purchase and Transfer Order Detail report - Added Cancelled and Ordered status to the report and change the status dropdown to allow for multiple selections.  IMPACT:  This report only
- Signature Listing report - fixed an issue that incorrectly displayed documents without their signatures.  IMPACT:  This report only

 

Miscellaneous:
- Pricing - Added better support for choosing the most specific rule when multiple rules apply in a Product Group or Product Line.  Example: When a top Product Line and Subline both match, the Subline will be used because it's more specific than the top Line.  IMPACT:  Pricing in Legacy and Utopia
- Windows 11 - Adjusted the Posted Transaction printout process to allow for Windows 11 printing.  IMPACT:  Windows 11 printing of Posted Transactions
- Purchasing Document Generation scheduling - Fixed an issue with date/time filtering on invoices created very close to midnight.  IMPACT:  Scheduled Document Generation batches
- Document Generation printout - fixed a small issue that blocked pick slips from being printed.  IMPACT:  Document Generation UI printing

 

Accounts Receivable:
- Fixed an issue with posting empty payment batches.  IMPACT:  Posting of a payment batch
- Fixed a specific error when applying a credit to invoices and de-selecting invoices.  IMPACT: Undoing a payment allocation in Accounts Receivable
 

 

 

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