Release Notes

Code Release - 3/6/2024

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

 

Reports
- Shipment and Receipt Print out report - Excel Data only - Added Qty Remaining column.  IMPACT:  This reports export format only.
- Shipment and Receipt Printout - Ensured Header information appears on all pages.  IMPACT:  This report only
- Order Fill Rate Report - Added checkboxes for document Status and removed the Status dropdown.  This gives users more flexibility in which statuses filter the report.  IMPACT:  This report only

 

WMS
- Receiving - Made room for more information by reducing font size slightly and adding scrolling the Item section.  IMPACT:  WMS Receiving (Stores and Warehouses)
- Directed Picking - Automatically select the bin if there is only one bin displayed in the list.  IMPACT:  Direct picking only for stores and warehouses
- Directed Picking - Selecting the Quantity field in the grid automatically highlights the existing value to allow for easier editing.  IMPACT:  Direct picking only for stores and warehouses

 

Miscellaneous 
- Passwords - Allowed the use of common special characters ( & < > ' " ) in passwords.  IMPACT:  Saving new passwords and navigating from application to application
- Security - Clear Cache feature now clears the Permissions cache of all the applications.  This is useful when you want security changes to take effect immediately.  IMPACT:  Utopia cached data
- Item Price changes will now be audited.  IMPACT:  Saving of items and prices
- Accounts Receivable - Post Payment Batch error - Added Payment Notes to the error message to ease troubleshooting.  IMPACT:  New AR posting process only
- Customer Custom Fields - Added 10 new custom fields to Customers.  You can also assign custom labels for these new fields.  IMPACT:  Customer Custom fields
- PO Receipt WS - Adjusted the Difference column to calculate from the Remaining amount, not the original Ordered amount.  IMPACT:  Receipt WS
 

 

 

Code Release - 2/21/24

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

 

Reports

- Document Generation Overstock Worksheet - Converted to SSRS. IMPACT: This report only

- All SSRS reports - End Dates will now always end at midnight, so the report captures data for the entire day. IMPACT: Select few reports were affected

- Customer Pricing Details report - Allow users to find only pricing details that will expire in a given date range. IMPACT: This report only

- POS Printouts - Added a new customer-specific preference to display the List Price on invoices, credits. etc. This allows you to show List Price for all customers at a location, or just a select few. IMPACT: All SSRS printout documents

- Related Documents report - Converted to SSRS. IMPACT: This report only

 

Miscellaneous

- New Accounts Receivable - Updated payment batch posting errors to include the bad payment number. IMPACT: New AR posting processing

- Preferences - Enforced the permission "System_SettingSave" on the List Filtering tab. This will ensure that only users who can save preferences can change List Filtering. IMPACT: Preferences only

- WO Processing - Honor the Print Terms on Invoices preference when invoicing an order in Work Order Processing. IMPACT: WO Processing only

 

 

 

Code Release - 2/7/2024

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

 

Mobile (WMS)
- Undirected Count Sheets - Added a preference to decide what to do when an item is found, but not on the count sheet.  IMPACT:  Warehouse undirected count sheets
- Undirected Count Sheets - Added a preference to decide what to do with alternate UOMs when scanning an item.  IMPACT:  Warehouse undirected count sheets
- Stores - Added the ability to assign an item to a bin.  Users need the WMS_BinAssign permission to use this function.  IMPACT:  WMS Stores only  

 

Reports
- New report - Transfer Valuation report - This report allows you to see transfer activity in different ways.  IMPACT:  This report only
- Inventory Adjustment report - Converted to SSRS.  IMPACT:  This report only

 

Miscellaneous 
- Fixed a small display issue with vendor specified ship-vias.  IMPACT:  Vendor Maintenance display only
- Accounts Receivable - Any errors in Posting a Payment Batch will now be displayed with helpful messages.  IMPACT:  New AR posting process
- ComCept EPO - Ship-vias provided on orders will now be honored.  IMPACT:  OEM and ComCept ePOs
- CollisionLinx - Fixed a 500 error while printing in some browsers.  IMPACT:  CollisionLinx printing
- Data Maintenance - Decrease the processing time of an uploaded Pricing sheet.  IMPACT:  This sheet only

 

 

 

Code Release - 1/24/2024

We released a small number of changes to ComCept .Net this evening, including:

 

Reports
- Inventory Adjustment report - Converted to SSRS.  IMPACT:  This report only
- Category Listing report - Converted to SSRS.  IMPACT:  This report only
- Use Cases Listing report - Converted to SSRS.  IMPACT:  This report only

 

 

 

Code Release - 1/10/2024

The following changes were released this evening:

 

OEM Orders
- Inactive bill-to customers will no longer be able to send orders into the system.  IMPACT:  OEM order receiving  
- Fixed an intermittent issue that marked new OEM orders as printed.  IMPACT:  OEM order receiving

 

Accounts Receivable
- Fixed an issue with payment reversals being sent to ComCept Accounting.  IMPACT:  New AR payment reversals

 

Reports
- Report Search - A new, more compact report search is now available. You must first enable it in Preferences > Reports.  IMPACT:  Searching reports
- Manufacturer Item Sales Detail - Added Item Attribute exclusion to the report.  IMPACT:  This report only
- Price Profile, CSP and Free goods - Converted to SSRS.  IMPACT:  This report only
- Return to stock report - fixed a title issue with two uncommon receipts.  IMPACT:  This report only
- Exceptions report - Added more exception types to the report.  IMPACT:  This report only
- Purchase and Transfer Order Detail report - changed how price totals are calculated, added columns to the export version and some minor label changes.  IMPACT:  This report only
- Document Printouts in SSRS - displayed commas (,) in place of pipes (|) for DOT codes.  IMPACT:  All customer facing printouts in SSRS
- Transaction Detail export - Added a General Notes column to the report, some users need content from this field in exports.  IMPACT:  This report only
- Shipment printout (SSRS) - fixed a small issue with the Transfer Shipment printout.  IMPACT:  This report only
 
Miscellaneous 
- Price Profiles and Customer Special Prices can now include detail lines with dates.  IMPACT:  All pricing throughout the system
- CollisionLinx - fixed a Server Error 500 during printing in some areas.  IMPACT:  CollisionLinx printing
- Shipping Worksheet - can now accept and process decimal values.  IMPACT:  Shipping Worksheet only
- Shipping Worksheet - fixed an issue with printing in modern browsers.  IMPACT:  Shipping Worksheet only
- Data Maintenance - New DM sheet to manage DOT codes and UOMs.  IMPACT:  This sheet only
- Adjust Inventory - Added an Affect Usage column to the recent adjustment section.  IMPACT: Adjust Inventory screen only 
- Adjust Inventory - Fixed a small display error.  IMPACT:  The Adjust Inventory screen only
 

 

 

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

 

 

 

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