Difference between revisions of "Release Notes"

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* Features added to a specific release are found in the '''[[Release Notes]]'''.
+
{{CategoryBox|Other}}
* Bugs fixed during a release are found in the '''[[Change Log]]'''.
+
[[File:Splash.png|500px]]
* Upcoming features are found in the '''[[Road Map]]'''.
+
* Instructions for updating Fishbowl to the latest version can be found in [[Update Fishbowl]].
* Release Notes for older versions are found in the '''[[Archives.Release_Notes|Release Notes Archives]]'''.
+
* Release Notes for older versions are found in the [[Release Notes archive]].
{{nonumtoc}}
+
* Upcoming features are found in the [[Road Map]].
  
== 2012.3 Release Notes - NOT YET RELEASED ==
+
=2021.12 - Scheduled Release Date 12/9/2021=
 +
==Highlights - 2021.12==
  
==== Fishbowl Inventory ====
+
* Custom fields can now be viewed in the Sales Order line item table as additional columns
 +
* Custom fields can now be viewed in the Purchase Order line item table as additional columns
  
* Updated to Version 2012.3
+
==New Features - 2021.12==
* Ability to set default decimal places to see on all reports for quantities, pricing and costs
+
==Fixes - 2021.12==
* Simplified updating report process
 
* Created a Calendar Module in Fishbowl
 
  
=== Fishbowl API ===
+
'''Part'''
  
* Ability to add individual SO Items to a Sales Order
+
:* Resolved: The Part search "Display more information" button not showing correct data
  
== 2012.2 Release Notes - 10/20/2011 ==
+
'''Purchase Order'''
  
==== Fishbowl Inventory ====
+
:* Resolved: Error when trying to close short a Purchase Order created from a drop ship Kit product
  
* When installing the free trial, an icon is placed on the desktop which will start the server, client, and SalesPoint.
+
=2021.11 - 11/11/2021=
* Updated iReport to version 4.1.2
+
==Highlights - 2021.11==
  
== 2012 Release Notes - 10/11/2011 ==
+
* [[Part#Search|The Part Search has been updated to include inventory numbers and images]]
 +
* [[Amazon#Release_Notes|Added the ability for the Amazon plugin to purge Personal Identifiable Information (PII) data from Fishbowl]]
  
==== Fishbowl Inventory ====
+
==New Features - 2021.11==
  
* Ability to recall the last customer credit card number used as a payment method.
+
* [[Inventory#Search|Added the UOM column to the Inventory Search table]]
* Added a module option in payment viewer to mask CC numbers from all users.
+
* [[{{REST API}}|Added the ability to update a Manufacture Order through the REST API]]
* Java 7 support
+
* [[{{REST API}}|Added the ability to search Inventory through the REST API]]
* Product alerts in Sales Order module
+
* [[{{REST API}}|Added Category to the Manufacture Order REST API object]]
* Part alerts in Purchase Order module
+
* [[{{REST API}}|Added the ability to add inventory via the REST API]]
* Added option to add default vendor and UPC to new part wizard
+
* [[{{REST API}}|Added the ability to get pricing rule pricing through the REST API]]
* Added fulfillment date column for SO and PO line items.
+
* [[QBO_Browser|JXBrowser has been updated to the latest version]]
 +
* [[QuickBooks#Required_QuickBooks_Accounts|The QuickBooks Desktop integration has been updated to create the Cost Variance Account as a COGS type account]]
  
==== SalesPoint ====
+
==Fixes - 2021.11==
  
* Increased the button size in the checkout wizard, details tab, and applicable icons.
+
'''CSV'''
* Created a custom receipt footer message in SalesPoint module options.
+
:* Resolved: Consumption Rate missing from the Part CSV instructions
* Added receipt footer message to SalesPoint default reports.
+
:* Resolved: Consumption Rate missing from the PPVP CSV instructions
* Created a user right to limit drop ship in SalesPoint.
+
:* Resolved: Tax Rate errors when importing the Product CSV in a Canadian database
* SalesPoint orders are now recorded as "POS type" in the database.
 
* Summary report now points to the SalesPoint module report rather than the default payment receipt.
 
* Added a date and time display to the title bar.
 
* Increased the size of all applicable combo boxes, drop downs, and fields to be touchscreen friendly.
 
* Created a customer display window for the small POS monitor.
 
* Created an option to check insufficient inventory by "Available to Pick" or "Available for Sale".
 
* Ability to recall the last customer credit card number used as a payment method.
 
* Added a "Total Savings" field that displays in SalesPoint and the customer display.
 
* Option to default the SalesPoint report to print, preview, or none.
 
* Ability to export SalesPoint sales receipts in a batch format so multiple receipts are combined.
 
* Batch memo now includes the sales receipt date range and total sales receipts included.
 
* Ability to open previous orders.
 
  
== 2011.8 Release Notes - 8/11/2011 ==
+
'''Customer'''
 +
:* Resolved: Date Last Modified being updated when a new Sales Order is created/saved
  
==== Fishbowl Inventory ====
+
'''Dashboard'''
 +
:* Resolved: Report Widget arrows being backwards
  
* Updated Version to 2011.8
+
'''QuickBooks Desktop'''
* Added ability to hide and show columns on the SO Module
+
:* Improved error messaging for errors dealing with Closing Dates
* Added ability to hide and show columns on the PO Module
 
* Added ability to in line edit the Type on the SO item
 
* Added ability to in line edit the Type on the PO item
 
* Added ability to in line edit the Cost on the PO item
 
* Added ability to in line edit the Price on the SO item
 
* Added ability to in line edit the Qty on the PO item
 
* Added ability to in line edit the Qty on the SO item
 
* Added Australian States into the Database
 
* Added ability to set default Weight UOM in Shipping Module.
 
* Updated PCI Compliance Credit Card Security standards for storage of payment data. To see the latest information refer to PCI security standards council website [https://www.pcisecuritystandards.org/hardware_software/ PCI Security Standards]
 
  
==== SalesPoint ====
+
'''Sales Order'''
 +
:* Resolved: Sales Order item details dialog loading slowly
  
* Created a Point of Sale Client.
+
'''Shipping'''
* Ability to create POS orders and checkout.
+
:* Resolved: Slowness shipping large quantities of kits
* Added class, notes, type, quantity and UOM with inline edit.
 
* Ability to inline edit unit & total price.
 
* Ability to assign a default customer.
 
* Ability to create and assign register numbers.
 
* Added SalesPoint to Fishbowl installer.
 
* Ability to add misc items and line item tax.
 
* Modified Layout to be touch screen friendly.
 
* Ability to sell kits in SalesPoint.
 
* Added user dropdown to General tab for easy change.
 
* Added touch friendly move up/down, increment/decrement quantity.
 
* New order auto created when order is completed and on login.
 
* Created SalesPoint specific order numbering module option.
 
* Module option for number of credit card receipts to print.
 
* Module option to show printer options at checkout.
 
* SalesPoint user access rights to access module or modify info.
 
* Display payment types in large text for finger friendly selection.
 
* Display subtotal, tax, and change due in large, easy to read text.
 
* Updated Checkout summary step to include payment receipt option.
 
* Connected SalesPoint to Fishbowl reports and created module associations.
 
* Ability to select tracking information as the product is added to the order.
 
* Ability to resize the application and button size automatically to work with varied screen resolutions.
 
* Created a Summary step in Checkout to display tax, total, discounts and payment.
 
* Ability to preview or print a payment receipt from the checkout summary.
 
* Message when creating a new order to save, delete, or cancel.
 
* Checkout defaults to the payment screen with the option to go back to misc items and picking.
 
* Focus returns to the product combo box after line item edit.
 
  
== 2011.7 Release Notes - 5/12/2011 ==
+
'''Time'''
 +
:* The plugin has been updated to update time/wo/part records to the new plugin format
  
==== Fishbowl Inventory ====
+
'''Xero'''
 +
:* Resolved: Receiving holding account not reversing when order is fulfilled
  
* Updated Version to 2011.7
+
'''Database Changes'''
* Updated the communication layer between Fishbowl and QuickBooks to be faster and more efficient. (Removed Castor and Jacob and replaced with JibX and ComfyJ)
+
:* Removed SOITEMTOMOITEM table
* Uploading a custom report now replaces the files instead of creating additional files.
 
* Updated QuickBooks integration supported versions to 2009 and newer as QuickBooks is discontinuing support of 2008 QB.
 
* Updated to iReport version 4.0.2.
 
* Added the PO global address search back into the purchase order module.
 
* Improved the speed of issuing / unissuing a sales order with MO's attached.
 
* 2011.7 iReport [http://www.fishbowlinventory.com/files/release/patch/11.7-iReportPatch.zip patch]
 
  
== 2011.6 Release Notes - 2/10/2011 ==
+
=2021.10 - 10/14/2021=
 +
==Highlights - 2021.10==
  
==== Fishbowl Inventory ====
+
* [[Part#Inventory_tab|Added a Consumption Rate to the Part module to be used in Reorder Point calculations]]
 +
* [[Part#MRP_wizard|Updated the Auto ROP wizard to be named MRP]]
 +
* [[Part#MRP_wizard|Added Days of Stock to Part Inventory details to show an estimates days of stock based on the Parts Consumption Rate]]
 +
* [[Part#MRP_wizard|The Select Parts step of the MRP wizard has been updated to only show Inventory type parts]]
 +
* [[Part#MRP_wizard|The Date Range step of the MRP wizard now has an option to use the Parts Consumption Rate stored in the Part module]]
 +
* [[Part#MRP_wizard|The Date Range step of the MRP wizard now has options to select which Consumption to include when calculating a Parts Consumption Rate]]
 +
* [[Part#MRP_wizard|The Forecasting step of the MRP wizard now has the option to select which Consumption to include when Part Consumption Rate was chosen on the previous step]]
 +
* [[Part#MRP_wizard|The Reorder Point step of the MRP wizard has been updated to pull the Default Vendors Lead Time for the ROP calculation]]
 +
* [[Part#MRP_wizard|The Order Up to Level step of the MRP wizard has been updated to the new MRP terminology]]
 +
* [[Part#MRP_wizard|The Summary step of the MRP wizard has been updated with additional columns, sorting, and inline editing]]
 +
* [[Part#MRP_wizard|The Summary step of the MRP wizard has the option to update the Part's Consumption Rate upon finishing the wizard]]
  
* Created a module option in manufacture order to automatically issue the manufacture order when the sales order that created the MO is issued.
+
==New Features - 2021.10==
* Added Vendor PO field on the sales order to the SDK.
 
* Added an insufficient inventory button when adding items to a sales order so if the product doesn't have enough available to fulfill the full qty the available will be added.
 
* Added the ability to search manufacture orders by location group.
 
* Added the ability to search sales orders by the vendor PO field.
 
* Removed the "enable location group tracking" module option in location group.
 
* Updated the payment viewer module to a Jide table to improve searching and columns.
 
* Sales order Addresses can now be edited after the order has been fulfilled.
 
* Purchase order line item notes now export to QuickBooks.
 
* Added a Wal-Mart shipping label to the default Fishbowl reports.
 
* Added the part description to the reconcile report, also updated to table format.
 
* Updated iReport to v4.0, includes ability to recompile custom reports in update.
 
* Created a product export that includes product module information.
 
* Created a product import that includes product module information.
 
  
==== Fishbowl Mobile Warehouse ====
+
:* [[Access_Rights#Sales_Order|Added an access right for duplicating Sales Orders]]
 +
:* [[Access_Rights#Purchase_Order|Added an access right for duplicating Purchase Orders]]
 +
:* [[Currency|Added Barbados to the Currency list]]
 +
:* [[{{REST API}}|Added the ability to update a Manufacture Order through the REST API]]
  
* Created a work order panel in FMW that displays all entered and started work orders.
+
==Fixes - 2021.10==
* Added an option to limit the number or work orders to display in the module.
 
* Created a panel that displays all the raw materials to be consumed.
 
* Created a panel to receive finished goods into inventory.
 
* Added a popup window that warns the user if the order has not been picked yet.
 
* Added an option in work order to view "all open" work orders.
 
  
== 2011.5 Release Notes - 12/9/2010 ==
+
'''Checkout'''
 +
:* Resolved: Company image not displaying on Checkout secondary monitor screen
  
==== Fishbowl Inventory ====
+
'''CSV'''
 +
:* Updated the Product Import instructions to match terminology used in the client
  
* Installer uses Firebird 64 if installation takes place on a 64 bit operating system.
+
'''Customer'''
* Added a user right for Manufacture order Quick fulfill.
+
:* Resolved: Being able to update the currency rate for customers set to Home Currency through the module and CSV import
* Pricing tab in product module is now dependent on product pricing user right.
 
* Alert notes on PO now have the option to add to Purchase order notes.
 
* Added a grand total to the discount summary report.
 
* Added a button in Transfer order module that links to Pick module.
 
* Created a URL link in the Customer module.
 
* Created a link from the configuration tab of the sales order item to the MO that is creating the part.
 
* Service type parts can be set to units of measure other than hour.
 
* Purchase order advanced search now includes a location group filter.
 
* Added an "Available to Pick" number to the Inventory module.
 
* Added a check box in Program Options to Hide the splash screen when loading the client.
 
* Added a URL link to the Details tab of the Purchase Order.
 
* Added a URL link to the Details tab of the Sales Order.
 
* Updated iReport Version to 3.7.6
 
* Created an Import \ Export for Carriers.
 
* Picking advanced search now includes part number \ part description.
 
* Import \ Export for Payment Terms.
 
* Shipping advanced search now includes product number \ product description.
 
* Product module search pane now includes product \ part UOM columns in the table.
 
* Added line item fulfillment dates to the receiving module.
 
* Payment viewer module now includes a "received by" field to record the user.
 
* Ability to set a default vendor from the sales order if the part associated with the product does not have a current vendor association.
 
* Updated the database maintenance function to include a backup and database fix with reindex.
 
* Changed the Fishbowl installation wizard to be easier to navigate.
 
  
== 2011 Release Notes - 10/28/2010 ==
+
'''Part'''
 +
:* Resolved: The Default Returning As part is incorrectly set after duplicating a part
  
==== Fishbowl Inventory ====
+
'''QuickBooks Desktop'''
 +
:* Resolved: No Certificate being displayed when integrating
  
* Users all have their own favorites folder in the Reports module.
+
'''REST API'''
* Users can now save report filters per user instead of per client.
+
:* Resolved: REST API does not use  the server option to only allow a user to be logged in once
* Users can set reports to their own sections of the reports menu.
+
:* Resolved: SSL Context error with Jetty Server on startup
* A new access right has been created that will restrict users from editing the company reports names, descriptions and tree.
 
* A new tab has been added to the modify report dialog that allows a user to select what columns of a report shows.
 
* You can now select to show or hide columns on the SO Summary Report.
 
* You can now select to show or hide columns on the WO Summary Report.
 
* You can now select to show or hide columns on the SO Report.
 
* You can now select to show or hide columns on the WO Report.
 
* You can now select to show or hide columns on the PO Report.
 
* You can now select to show or hide columns on the Invoice Report.
 
* You can now select to show or hide columns on the Sales Back Order Report.
 
* The SO report and the Invoice report have been combined.
 
* The Cycle Count Wizard no longer requires tag number entry, it now part, location, and tracking specific.
 
* Removed Batch "Inventory" function from inventory module.
 
* Updated inventory module to display inventory by location and tracking rather than tag number. Tags have been removed from the inventory table.
 
* Cycle Count Wizard now allows inactive locations to be cycle counted.
 
* Updated Inventory module "Add" function to be part and location specific, tags are no longer required to add new inventory.
 
* Removed Tag from Inventory search.
 
* Line item cycle count now works across tags.
 
* Line item Move & Yield now works across tags.
 
* Line item Scrap now works across tags.
 
* Inventory Edit and View have been combined into a single function.
 
* Part Description added to Picking Tracking panel.
 
* Part Description added to Receiving Tracking panel.
 
* Removed Tags from Cycle Count Data import.
 
* Removed tags from Inventory Quantities import.
 
* You can now create new folders in the Report module.
 
* You can copy reports from on folder to another.
 
* Firebird has been changed to Classic 2.16.
 
* Cycle Count List Report no longer breaks by tag, it now lists by part, location, and tracking where applicable.
 
* Tags removed from On Hand Tracking Report.
 
* Tags removed from Aging Report.
 
* Tags removed from Inventory Valuation Summary Report.
 
* Tags removed from On Hand by Product Tree.
 
* Removed Transaction Import.
 
* Tags removed from Point of Sale credit return wizard.
 
* Updated inventory tab in location module to group by part, removed tag references.
 
* Combined Inventory Yield import and Inventory transfer data import into Inventory move import that completes either function.
 
* Tags removed from Manufacture order finish wizard.
 
* Tags removed from New part wizard add inventory step.
 
* Receiving module location drop down added, tag entry has been removed from location selection.
 
* On hand report now displays tracking information in correct formatting.
 
* Removed tags from Receiving Data import.
 
* Inventory advanced search tracking tab only displays tracking types that are being used. previous versions included inactive and unused tracking fields in the search pane.
 
* Inventory Module part UOM can be changed to view inventory quantities in alternate units of measure.
 
  
==== Fishbowl Mobile Warehouse ====
+
'''Settings'''
 +
:* Updated the Max Thumbnail Size to not allow a number below 16
  
* Created a packing panel that displays orders to be packed.
+
'''Server'''
* Added an option to picking that shows only "In Progress" parts.
+
:* Improved calculation rounding precision in situations dealing with money
* Pack items into cartons by scanning the part number and then scanning tracking info.
 
* Ability to Create new cartons and modify which carton a part is placed into.
 
* Ability to edit items that are being packed, change qty going into a specific carton, etc.
 
* Created a Serial number panel to allow users to easily select serialized parts.
 
* Option to display edit screen when packing each part.
 
* Display the carrier at the bottom of the pack screen, with the ability to modify the carrier using a drop down list.
 
* Option to show "Entered" orders in shipping.
 
* Added an option to the part info that will auto assign the part UPC to the product UPC.
 
* Added carton number in pack edit screen.
 
* Updated tracking sort order in list formats to display according to order set in part module options.
 
* Added a lock/unlock option to "From Location" in the move module that saves a location for multiple moves.
 
* Added the ability to print the default packing list from mobile.
 
* Option in packing that sets when the packing list should be printed; always, never, or prompt.
 
* Option to pack each type parts in quantity one only.
 
* Option to change error sound to user preference.
 
* Disabled "ok" button in top left corner of all screens to avoid confusion.
 
* Option to Display errors in a popup window rather than the system tray.
 
* Primary tracking now applies to Serial numbers as well. Pick and move can now be completed using a primary serial number tracking type.
 
* Shipping now allows orders that are not included in the ship list to be processed. The number of orders to display in shipping can be set to zero, which will improve ship processing time.
 
  
'''For older versions of Fishbowl Inventory Release Notes, please see the [[Archives.Release_Notes|Release Notes Archives]] page.'''
+
'''Square Payment Gateway'''
 +
:* Resolved: The location chosen when integrating was missing in the transaction requests sent to Square
 +
 
 +
'''Transfer Order'''
 +
:* Resolved: Module Option dictating which location the Transit location is created in not working as designed
 +
 
 +
'''Vendor'''
 +
:* Resolved: Being able to update the currency rate for vendors set to Home Currency through the module and CSV import
 +
 
 +
'''Work Order'''
 +
:* Issue: Error when creating a custom Work Order where the Finished Good is a Kit
 +
::* Resolution: Removed Kits from the available list when selecting a Finished Good
 +
 
 +
'''Xero'''
 +
:* Issue: Balance Debits and Credits error displaying only the PO Ref #
 +
::* Resolution: The PO # is now displayed in the error as well as the PO Ref #
 +
 
 +
'''Database Updates'''
 +
:* Added CONSUMPTIONRATE column to the PART table
 +
 
 +
=2021.9 - 9/9/2021=
 +
==Highlights - 2021.9==
 +
 
 +
* [[Payment_Gateway#Square|The Square Payment Gateway was been updated to the latest API/SDK]]
 +
 
 +
==New Features - 2021.9==
 +
 
 +
:* [[Fishbowl_Legacy_API#Legacy_Requests|Updated the PartGetRq to select active parts first when searching based on UPC]]
 +
:* [[Currency|Added Suriname to the Currency country list]]
 +
 
 +
==Fixes - 2021.9==
 +
 
 +
'''Accounting Integrations'''
 +
:* Issue: "Balance Debits and Credits" export error
 +
::* Resolution: Locked down scenarios allowing for landing costs across multiple reference #'s and bill dates
 +
 
 +
'''CSV'''
 +
:* Resolved: Pricing Rule CSV duplicate entry error
 +
 
 +
'''Picking'''
 +
:* Updated error message on pick module refresh when the pick has been removed
 +
 
 +
'''Square'''
 +
:* Resolved: Failed to Process error message due to multiple emails in the email field
 +
 
 +
'''Work Order'''
 +
:* Resolved: Custom Work Order wizard allowing partial eaches
 +
 
 +
 
 +
'''Database Changes'''
 +
:* Resolved: Added dateExpiration column to the PaymentGateway table
 +
 
 +
=2021.8 - 8/12/2021=
 +
 
 +
==Highlights - 2021.8==
 +
* [[Transfer_Order#1._Create_a_transfer_order|The line item Scheduled Date on Transfer Orders has been opened up to allow editing until item is received]]
 +
* [[Inventory#View_quantity_details|The Order Location Group has been added to the Next Orders section of the Inventory Details screen]]
 +
 
 +
==Fixes - 2021.8==
 +
 
 +
'''Accounting Intergrations'''
 +
:* Resolved: "Please Balance your debits and credits" export error
 +
 
 +
'''API'''
 +
:* Resolved: Errors caused by UOM conversion issues when picking serial numbers
 +
 
 +
'''Client'''
 +
:* Resolved: Server Shutdown Timer message showing an error
 +
 
 +
'''CSV'''
 +
:* Resolved: Customer Parts not using the customer full name for import/export
 +
:* Resolved: Location CSV not using the customer full name for import/export
 +
:* Resolved: Incorrect character limit for salesman in SO and SO Details CSV instructions
 +
 
 +
'''Linux'''
 +
:* Resolved: Incorrect line encoding in eve.sh file
 +
 
 +
'''QBO'''
 +
:* Resolved: Null export error on note/subtotal type line items
 +
 
 +
'''REST API'''
 +
:* Resolved: UserId missing from login request
 +
 
 +
'''Work Order'''
 +
:* Resolved: Updated finished good and raw good text during the Custom WO wizard
 +
 
 +
'''Xero'''
 +
:* Resolved: Purchase Order inventory holding account transactions not being reversed upon fulfillment
 +
 
 +
=2021.7 - 7/15/2021=
 +
==Highlights - 2021.7==
 +
* [[QuickBooks_Online#Export|Multiple email addresses are now sent from Fishbowl to QuickBooks Online on Customers and Invoices]]
 +
 
 +
==New Features - 2021.7==
 +
 
 +
* [[Access_Rights#Inventory|Added a user right to limit the Add functionality of the Inventory module]]
 +
* [[Customer#Check_balance|Updated the Check Balance button of the Customer module to exclude estimate status orders]]
 +
* [[{{REST API}}|Added Location Group search options through the REST API]]
 +
* [[{{REST API}}|Added the ability to create UOM's through the REST API]]
 +
* [[{{REST API}}|Added the ability to update UOM's through the REST API]]
 +
* [[{{REST API}}|Enhanced the MO create REST API call to allow for creation of custom orders]]
 +
 
 +
==Fixes - 2021.7==
 +
 
 +
'''Custom Fields'''
 +
:* Resolved: Checkbox type custom fields are not transferred to the Sales Order module from the Customer module
 +
 
 +
'''Fishbowl Client'''
 +
:* Resolved: Enter button not working in Advanced Search after closing and reopening a module
 +
:* Client Connection changes for connection issues
 +
 
 +
'''Pick'''
 +
:* Resolved: Pick custom fields being cleared out when using API calls
 +
 
 +
'''QuickBooks Desktop'''
 +
:* Resolved: Miscellaneous Credit general journal entries posting incorrectly
 +
:* Issue: Payments exporting and automatically applying to Invoices incorrectly
 +
::* Resolution: Added a module option for Automatically Applying Payments that can be disabled
 +
 
 +
'''QuickBooks Online'''
 +
:* Resolved: Vendor credit return posting incorrect journal entries
 +
 
 +
'''REST API'''
 +
:* Resolved: Issues with Purchase Order custom fields
 +
:* Resolved: Custom fields issues on Manufacture Order creation
 +
 
 +
'''UOM'''
 +
:* Resolved: Make default UOM's, like Each, inactive did not remove them from the UOM list when creating new parts
 +
:* Updated text for Abbreviation fields
 +
 
 +
'''User Group'''
 +
:* Resolved: "See All Customers" user access right not limiting customers in the Product module, Customers tab
 +
 
 +
'''Xero AU'''
 +
:* Resolved: "Unexpected error: Please reintegrate with Xero."
 +
 
 +
=2021.6 - 6/10/2021=
 +
==Highlights - 2021.6==
 +
 
 +
* [[Fishbowl_for_Mac|Mac installer improvements]]
 +
* [[Sales_Order|Added the ability to right-click multiple sales orders in the search pane and close short the orders]]
 +
 
 +
==New Features - 2021.6==
 +
 
 +
* [[Currency|Added the Zimbabwean Dollar to the available currencies list]]
 +
* [[Getting_Started#Login|Updated the login message when exceeding the number of licensed users]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importSO.html The Sales Order CSV import now looks at the customer's priority setting if the priority field is left blank]
 +
* [[Manufacture_Order#Module_Options_General_tab|Unchecked "Always use the multiple finished goods step" MO module option by default for new databases]]
 +
* [[Start_Fishbowl#Creating_a_new_database|Updated the default MySQL settings for new installs]]
 +
* [[{{REST API}}|Updated Jetty to the latest version]]
 +
* [[Company#Module_Options_LDAP_tab|LDAP logins are now supported in the REST API]]
 +
* [[{{REST API}}|Added the UOM object to the REST API]]
 +
* [[{{REST API}}|Added the ability to delete a UOM through the REST API]]
 +
* [[{{REST API}}|Added Part Search to the available REST API calls]]
 +
* [[{{REST API}}|Added UOM Search to the available REST API calls]]
 +
* [[{{REST API}}|Added Vendor Search to the available REST API calls]]
 +
* [[{{REST API}}|Added the Manufacture Order object to the REST API]]
 +
* [[{{REST API}}|Added the ability to create a Manfacture Order through the REST API]]
 +
* [[{{REST API}}|Added the ability to issue a Manufacture Order through the REST API]]
 +
* [[{{REST API}}|Added the ability to unissue a Manufacture Order through the REST API]]
 +
* [[{{REST API}}|Added the ability to close short a Manufacture Order through the REST API]]
 +
 
 +
==Fixes - 2021.6==
 +
 
 +
'''Client'''
 +
* Resolved: Unable to open multiple client instances on the same computer
 +
* Resolved: Login and logout issues that caused the client the freeze
 +
* Resolved: Chat box goes off screen for long messages
 +
 
 +
'''Company'''
 +
* Updated text for LDAP module options
 +
 
 +
'''CSV'''
 +
* Resolved: Null import error when importing blank UPC with the module option "Only allow numeric characters in UPC code" enabled
 +
* Resolved: Import issues when importing incomplete data in the UOM CSV import
 +
 
 +
'''Intuit Payments'''
 +
* Resolved: Error when taking a payment for a card already stored as a wallet
 +
 
 +
'''Manufacture Order'''
 +
* Resolved: Unissuing a Manufacture Order did not clear out the issue date
 +
* Resolved: Partially fulfilling a WO, the secondary WO doesn't auto commit inventory when that option is enabled
 +
* Resolved: Partially fulfilling a WO, the secondary WO doesn't pick from the correct location
 +
* Resolved: Finishing a WO/MO does not allow duplicate serial numbers for separate serial type tracking
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Data not being saved after changing the date scheduled to the same date and choosing to update the line item dates
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: "Please balance your debits and credits" error when exporting bills
 +
 
 +
'''Receiving'''
 +
* Resolved: Currency showing USD for a multi currency order with the multi currency values
 +
 
 +
'''Sales Order'''
 +
* Resolved: Unable to save after fulfilling a service item that is part of a kit
 +
 
 +
 
 +
 
 +
'''Database Changes'''
 +
* Removed unused leadTimetoFulfill from the Part table
 +
 
 +
=2021.5 - 5/13/2021=
 +
==Highlights - 2021.5==
 +
 
 +
:* [[Purchase_Order#Auto_PO|Added the ability to enter a Forecast % on the Auto PO wizard Summary page]]
 +
:* [[Purchase_Order#Auto_PO|You can now set the schedule date for the Purchase Orders being created during the Auto PO wizard]]
 +
:* [[Purchase_Order#Auto_PO|Added hover over details to quantity and cost columns in the Auto PO wizard Summary page]]
 +
:* [[Purchase_Order#Auto_PO|Quantity, Unit Cost and UOM columns have been added to the Auto PO wizard Summary page]]
 +
:* [[Purchase_Order#Auto_PO|Added an option to round up quantities to the nearest whole number during the Auto PO wizard]]
 +
:* [[Purchase_Order#Auto_PO|Added the ability to edit in line on the Auto PO wizard summary page]]
 +
:* [[Purchase_Order#Auto_PO|The vendor lead-time is displayed per part in the Auto PO wizard]]
 +
:* [[Purchase_Order#Auto_PO|The Date Scheduled during the Auto PO wizard automatically uses vendor lead-times to set the date]]
 +
:* [[Receiving#Module_Options_Options_tab|Added a module option in the Receiving module to update vendor lead times when receiving a part]]
 +
 
 +
==New Features - 2021.5==
 +
 
 +
:* [[{{CSV}}|The Sales Order CSV pulls custom field values for customers when module option is enabled]]
 +
:* [[{{CSV}}|The Sales Order CSV pulls custom field values for products when module option is enabled]]
 +
:* [[Purchase_Order#Auto_PO|Add a delete confirmation when removing a part from a PO during the Auto PO wizard]]
 +
:* [[Company#Module_Options_Address_Validation_tab|Available Address Validation has been updated to communicate over HTTPS]]
 +
:* [[Shipping#Module_Options_Email_tab|Updated "Send email when shipment is shipped" to have options for the Shipping Report, Shipping Invoice report, or None]]
 +
:* [[Kitting#Specify_Kit_Price|The "Specify Kit Price" option now functions the same way whether the order is created via the client or CSV]]
 +
:* [[{{REST API}}|Added a Manufacture Order search call to the REST API]]
 +
:* [[{{REST API}}|Added ability to delete a Manufacture Order through the REST API]]
 +
:* [[{{REST API}}|Manufacture Order Memos can now be created/updated/deleted through the REST API]]
 +
:* [[{{REST API}}|Upgraded the REST documentation navigation pane]]
 +
:* [[{{REST API}}|Updated the Part Best Cost call to include vendor minimum quantities]]
 +
:* [[Reports#Included_reports|Packing Slip - Added carrier service. Added a "Blind Shipment" checkbox. When checked, the company logo and address info will not print]]
 +
:* [[Reports#Included_reports|Pick Ticket - Added carrier service]]
 +
 
 +
==Fixes - 2021.5==
 +
 
 +
'''Accounting'''
 +
:* Resolved: Errors in export due to voiding items in receiving
 +
 
 +
'''Database'''
 +
:* Resolved: QtyOnOrder view not matching On Order quantity in Inventory Module
 +
 
 +
'''CSV'''
 +
:* Update instructions text for the Bill of Materials Details CSV
 +
:* Resolved: SO Details and SO CSV's do not check for duplicate vendor names
 +
 
 +
'''Customer'''
 +
:* Resolved: Tax exempt checkbox and number field showing available in the new customer wizard in Canadian databases
 +
 
 +
'''Gmail Integration'''
 +
:* Resolved: Old Fishbowl Logo showing on the final integration step
 +
 
 +
'''QuickBooks Desktop'''
 +
:* Resolved: Export error's on misc items
 +
 
 +
'''Part'''
 +
:* Resolved: Able to add tracking to default return as Part
 +
 
 +
'''Purchase Order'''
 +
:* Resolved: Ability to edit qty/cost during Auto PO on the "No Vendor" step
 +
 
 +
'''REST API'''
 +
:* Updated the Purchase Order search CompletedTo/From to FulfilledTo/From
 +
:* Resolved: Server Connections screen not updating for REST users on login and logout
 +
 
 +
'''Vendor'''
 +
:* Resolved: Vendor Last Cost not updating the Last Date when cost is updated
 +
 
 +
=2021.4 - 4/15/2021=
 +
==Highlights - 2021.4==
 +
 
 +
* [[User#Notifications|Added Purchase Order SMS based notification subscriptions for Purchase Order approvals]]
 +
 
 +
==New Features - 2021.4==
 +
 
 +
* [[QuickBooks_Online#Journal_entries|Added customer reference to Purchase Order journal entries in QuickBooks Online]]
 +
* [[Customer#Details_tab|Increased Customer and Vendor alert notes character limit to 256]]
 +
* [[Fishbowl_Checkout#Module_Options_General_tab|Added a module option in Fishbowl Checkout to default the Salesperson field to blank]]
 +
* [[Access_Rights#Sales_Order|Added a user right to control access to Payment Terms dropdown on a Sales Order]]
 +
* [[QuickBooks#Module_Options_QuickBooks_tab|Added a module option to set the Sales Order # or Shipment # to go to the QuickBooks Desktop "Other" field]]
 +
* [[{{REST API}}|Updated custom field REST API search to search by ID instead of name]]
 +
* [[{{REST API}}|Added the ability to close short a Purchase Order through the REST API]]
 +
* [[{{REST API}}|Added the ability to close short Purchase Order items through the REST API]]
 +
* [[{{REST API}}|Updated the Currency REST call to include the currency code]]
 +
* [[{{REST API}}|Added a user search call for the REST API]]
 +
* [[{{REST API}}|Added a get part best cost call in the REST API for Purchase Orders]]
 +
* [[Fishbowl_API|Updated legacy VendorGet API call to link in addresses]]
 +
* [[Advanced_Reports#Z_Report|Z Report: Now displays the salesperson and has an option to sort by various columns]]
 +
* [[Advanced_Reports#Sales_Order_Report|SO Report: Fulfillment Date label changed to Date Scheduled (still displays the item Date Scheduled)]]
 +
 
 +
==Fixes - 2021.4==
 +
 
 +
'''API'''
 +
* Resolved: Calls not setting the userid on the REVINFO table
 +
 
 +
'''Client'''
 +
* Resolved: Inactivity causing the client application to become unresponsive
 +
 
 +
'''CSV'''
 +
* Resolved: EDI Shipping blank export due to Null error
 +
* Resolved: Sales Order CSV instructions text update
 +
* Resolved: Locations import running slow when importing 1000's of location for a single location group
 +
* Resolved: Slowness when importing the Receiving Data import
 +
 
 +
'''Custom Fields'''
 +
* Resolved: Slowness with custom lists
 +
 
 +
'''Part'''
 +
* Resolved: Issues changing the default return as part when duplicating an outsourced part
 +
 
 +
'''Picking'''
 +
* Resolved: Pick Location selection issue across multiple locations
 +
 
 +
'''Product'''
 +
* Resolved: Product Module Sort by Product Type sorting issue
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Unable to unissue Purchase Order after voiding receipt
 +
* Resolved: Outsourced PO item Null error
 +
* Resolved: Auto PO location group reordering issue
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Receiving holding account entry not being reversed upon fulfill
 +
* Resolved: Purchase Order journal entries should set the class for the line item and not the order class
 +
 
 +
'''QuickBooks Online - Australia'''
 +
* Resolved: Imbalance and rounding issues
 +
 
 +
'''QuickBooks Online - Canada'''
 +
* Resolved: Query Parse Export error on Invoice
 +
 
 +
'''Receiving'''
 +
* Resolved: Discrepancy between multi-currency subtotal and billed total
 +
 
 +
'''Reports'''
 +
* Resolved: Sales By Rep BI Report - Not including discounts
 +
* Resolved: Inventory Availability Report - Available to Pick calculating incorrectly
 +
 
 +
'''REST API'''
 +
* Resolved: Blank error for Purchase Orders with tax rate of none on Non-US databases
 +
* Resolved: Documentation for QB Class listing as option but it is being required
 +
* Resolved: Inconsistencies between Purchase Order and Purchase Order item Tax Rate references on the documentation
 +
 
 +
'''RMA'''
 +
* Resolved: Null error when creating a Return and not verifying by order
 +
 
 +
'''Work Order'''
 +
* Resolved: Seemingly random quantities when splitting repair Work Order lines
 +
 
 +
 
 +
'''Database Changes'''
 +
* Updated Customer.note field to be varchar(256)
 +
* Updated Vendor.note field to be varchar(256)
 +
* Created Notification table
 +
* Created NotificationType table
 +
 
 +
=2021.3 - 3/11/2021=
 +
==Highlights - 2021.3==
 +
 
 +
* [[Purchase_Order#Module_Options_General_tab|Added the ability to require approval for Purchase Orders over a specified dollar amount]]
 +
* [[Access_Rights#Purchase_Order|Added user right to allow users to approve Purchase Orders in the Pending Approval status]]
 +
* [[Shipping#Module_Options_Ship_Items_tab|Added the ability to assign different print defaults for packing and shipping]]
 +
 
 +
==New Features - 2021.3==
 +
 
 +
* [[Fishbowl_Anywhere|Added logos for plugins into the module header bar]]
 +
* [[Sales_Order|Sales Orders created by RMAs without a verified order will use customers default salesperson]]
 +
* [[Access_Rights#Sales_Order|Added a user right to limit access to the Payment Deposit Account in the payment wizard]]
 +
* [[Access_Rights#Sales_Order|Added a user right to limit access to the Payment Date in the payment wizard]]
 +
* [[{{REST API}}|Added Home Currency flag on currency object for Purchase Order REST API]]
 +
* [[{{REST API}}|Added total cost for Purchase Order in REST API]]
 +
* [[{{REST API}}|Updates to error messages when using the Purchase Order REST API]]
 +
* [[{{REST API}}|Added the ability to access memos in the Purchase Order REST API]]
 +
 
 +
==Fixes - 2021.3==
 +
 
 +
'''Checkout'''
 +
* Resolved: Null error when fulfilling a credit return
 +
 
 +
'''CSV'''
 +
* Resolved: Bad error message for duplicate abbreviation when importing the UOM csv
 +
* Resolved: Imported discount amounts not coming in properly for multi currency customers
 +
 
 +
'''Customer'''
 +
* Resolved: Customers with stored wallets not loading due to missing icons
 +
 
 +
'''Database Update'''
 +
* Resolved: Database update failure due to multiple shipping invoice reports
 +
 
 +
'''Installer'''
 +
* Resolved: Inability to install a Client Only version due to license key requirement
 +
* Updated the installer to exclude the webapp folder on Client Only installs
 +
 
 +
'''Kits'''
 +
* Resolved: UOM UI conversion error when editing quantities on a Sales Order
 +
 
 +
'''Linux'''
 +
* Resolved: Notification animation causing the client to lock up
 +
* Resolved: Environments without a system tray unable to see server window
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Line item notes not saving on partial or fulfilled status line items
 +
* Resolved: Unissuing a PO does not clear out the date issued
 +
* Resolved: Unissuing a PO does not change the Last Modified info
 +
 
 +
'''QuickBooks Desktop - Canadian'''
 +
* Resolved: Issues with Sales Receipts vs Invoice/Payment creation on export
 +
* Resolved: Rounded cash transactions not exporting the amount on sales receipts
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Business Validation error on export
 +
* Resolved: Jobs imported from QuickBooks Online creating new job entries on export
 +
 
 +
'''Receiving'''
 +
* Resolved: Errors when receiving an outsourced item with a rejection
 +
 
 +
'''REST API'''
 +
* Resolved: Bad error message when updating an existing Purchase Order
 +
 
 +
'''Database Updates'''
 +
* Dropped dependencies on SOITEMTOMOITEM table
 +
* Module Table
 +
:* Renamed “Shipping Label” to “Shipping Invoice”
 +
* PO Table
 +
:* Added column IssuedByUserId int(11) default null
 +
* POStatus Table
 +
:* Increased Name column to 20 characters
 +
:* Added “Pending Approval” with id 15
 +
 
 +
=2021.2 - 2/18/2021=
 +
==Highlights - 2021.2==
 +
* [[Start_Fishbowl#Parts_of_the_Screen|Fishbowl's look and feel has been updated with a new color scheme, icons, and splash screen for 2021]]
 +
* [[{{REST API}}|Beta release of web based Rest API with endpoints for Purchase Orders]]
 +
 
 +
==New Features - 2021.2==
 +
 
 +
* [[Sales_Order#Search|The Advanced Search for sales orders has a new tab to be able to search line item custom fields]]
 +
* [[Customize_Fishbowl#Program_Options|Added a Program Option for setting the table line height throughout Fishbowl]]
 +
* [[Sales_Order#Module_Options_Custom_tab|Updated the description for the custom report text in the Sales Order module options]]
 +
* [[Getting_Started#1._Install_Fishbowl|Added additional license key and support contract validation during installation]]
 +
* [[Getting_Started#1._Install_Fishbowl|The installer has been updated to include a few "Things to consider before updating"]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importPart.html The Part CSV import now has the ability to assign a default outsourced return part]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importBCReceiving.html The Receiving Data CSV import now has the ability to update shipping information for the order]
 +
 
 +
==Fixes - 2021.2==
 +
 
 +
'''API'''
 +
* Resolved: API not updating UserID on audit tables
 +
 
 +
'''Accounting Exports'''
 +
* Resolved: Issues causing the Mark as Posted function to fail
 +
 
 +
'''Client'''
 +
* Resolved: Auto logout caused the Sales Order module to lock up
 +
* Resolved: Auto logout not closing additional open windows (Advanced Searches, etc.)
 +
 
 +
'''Company'''
 +
* Updated text in Module Options
 +
 
 +
'''CSV'''
 +
* Updated instructions text on Part Cost import/export
 +
* Updated instructions text on Part UOM import/export
 +
* Resolved: Locations import no updating location types
 +
* Resolved: Sales Order CSV import does not transfer line item notes to the Work Order for Build to Order products
 +
* Resolved: "Duplicate Bill of Materials Option Group found" import error when modifying parts on the Bill of Materials
 +
 
 +
'''Custom Fields'''
 +
* Resolved: Long Text type custom fields not providing a scroll bar when needed
 +
 
 +
'''Intuit Payments'''
 +
* Resolved: A declined payment did not show the appropriate exception when taking a payment
 +
 
 +
'''Location'''
 +
* Resolved: Location type of a default location could be changed
 +
 
 +
'''Location Groups'''
 +
* Resolved: Inactive users showing in location group user section
 +
 
 +
'''Manufacture Order'''
 +
 
 +
* Significant speed improvements to Advanced Search
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Being able to search order custom fields without user access rights assigned
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Part/Product/Item validation errors
 +
* Resolved: Updating customer details in Fishbowl erasing customer info in QuickBooks Online
 +
* Resolved: A miscellaneous sale not hitting the COGS Account when cost was added
 +
* Resolved: "Cannot Change who Customer Bills With" error when exporting customer job updates
 +
* Resolved: Missing classes on reconciled journal entries
 +
* Resolved: Partially shipped kits sending tax twice
 +
 
 +
'''QuickBooks Online AU'''
 +
* Resolved: Updating vendor info in Fishbowl erases banking info on export
 +
 
 +
'''Sales Order'''
 +
* Resolved: Price discrepancies when closing short a drop ship order
 +
* Resolved: Add button in Custom Work Order wizard not functional
 +
* Resolved: FedEx Shipping Tracking # link did not pull up the tracking on www.fedex.com
 +
* Resolved: Divide by zero error when partially shipping and closing short an order with a kit
 +
 
 +
'''Schedule'''
 +
* Resolved: Sorting issues when sorting the Last Run Time column
 +
 
 +
'''Shipping'''
 +
* Resolved: Shipping custom fields clearing out when saving with shipping through ShipExpress
 +
 
 +
'''Tax Rate'''
 +
* Resolved: View only rights still allowing users to edit tax rates
 +
 
 +
'''UOM'''
 +
* Updated text descriptions during the Add New UOM Conversion Wizard
 +
 
 +
'''Work Order'''
 +
* Resolved: Save dialog popping up when nothing was changed
 +
 
 +
 
 +
'''Database Changes'''
 +
* Remove SOITEMTOMOITEM table
 +
* Added a new column to the MOITEM table for SOITEMID
 +
 
 +
=2020.11.1 - 11/13/2020=
 +
{{HideH2|Highlights - 2020.11.1}}
 +
 
 +
* [[BI_Report#Category_Capacity_Planning|Added new BI Report: Category Capacity Planning]]
 +
* [[Advanced_Reports#Sales_Production_Demand|Added new report: Sales Production Demand]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importBCReceiving.html Added an option to fulfill the receipt with the Receiving Data CSV import]
 +
 
 +
{{HideH2|New Features - 2020.11.1}}
 +
 
 +
* [https://www.fishbowlinventory.com/w/files/csv/exportBOM.html Added Active flag to Bill of Materials CSV]
 +
* [https://www.fishbowlinventory.com/w/files/csv/exportBomDetails.html Added Active flag to Bill of Materials Details CSV]
 +
* [https://www.fishbowlinventory.com/w/files/csv/exportBOM.html Added Calendar Category to Bill of Materials CSV]
 +
* [https://www.fishbowlinventory.com/w/files/csv/exportBomDetails.html Added Calendar Category to Bill of Materials Details CSV]
 +
* [[Advanced_Reports#Purchase_Order_Summary|Purchase Order Summary report: Added an option to show the vendor name instead of the contact]]
 +
* [[Advanced_Reports#Export_Summary|Export Summary report: Added an icon to indicate if an order was "Marked as Posted"]]
 +
* [[Advanced_Reports#Sales_Order_Report|SO Report: Added the option to "Show Customer Name in Address" instead of the contact]]
 +
 
 +
{{HideH2|Fixes - 2020.11.1}}
 +
 
 +
'''Fishbowl Client'''
 +
* Connection security improvements
 +
 
 +
'''CSV'''
 +
* Issue: Customers CSV marks all contacts of a single type as default upon import
 +
::* Resolution: The last record on the import for that contact type is selected as default
 +
 
 +
* Issue: Vendors CSV marks all contacts of a single type as default upon import
 +
::* Resolution: The last record on the import for that contact type is selected as default
 +
 
 +
* Resolved: UOM CSV allows changes to read only UOMs
 +
 
 +
'''Picking'''
 +
* Resolved: Changing the Sales Order number does not update the Pick Number(s)
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Unable to receive when an tracked outsource item is set to return as an non-tracked item
 +
 
 +
'''QuickBooks Online'''
 +
* Issue: Export issues when taking negative payments on a return Sales Order
 +
::* Resolution: When taking a negative payment on a return Sales Order, an error message is now displayed with directions to take the payment in QuickBooks Online
 +
 
 +
* Issue: Customers address information is updating based on Ship To address
 +
::* Resolution: Updated customer update to update address information based on the Bill To or Main Office address
 +
 
 +
* Resolved: Receiving Journal entry not being voided when using a specific process
 +
* Resolved: Null pointer on export
 +
 
 +
'''Reports'''
 +
* Resolved: TPS Report not accounting for split shipments
 +
* Resolved: Sales Backorder Report: POs in summary were not appearing on XLS/CSV exports
 +
* Resolved: Sales Order Summary: Date not displaying correctly when range is set to a single day
 +
 
 +
'''Sales Order'''
 +
* Speed improvements when quick fulfilling an order with a high number of items
 +
 
 +
'''Square'''
 +
* Resolved: Unable to integrate the payment gateway for the first time
 +
 
 +
'''Xero'''
 +
* Resolved: Tax Rate export issue with multi currency enabled
 +
 
 +
=2020.10 - 10/8/2020=
 +
{{HideH2|Highlights - 2020.10}}
 +
 
 +
* Added a [[Manufacture_Order#1._Add_items|calendar tab]] to the Work Order configuration wizard
 +
* Making changes to a [[Bill of Materials]] now prompts to update open orders as well
 +
* Added the ability to set a [[Manufacture_Order#General_tab|calendar category]] before the Manufacture Order is issued
 +
* Added the ability to define a calendar category on a [[Sales_Order#Item_types|custom Work Order through the Sales Order module]]
 +
* Added a module option to [[Manufacture_Order#Module_Options_General_tab|set a Manufacture Order's Number to the Sales Order Number that created it]]
 +
 
 +
{{HideH2|New Features - 2020.10}}
 +
 
 +
* The [[Manufacture_Order#Create_MO_from_SO|Work Order configuration scheduled date]] now flows to the Sales Order item schedule date
 +
* Added a [[QuickBooks_Online#Module_Options_QuickBooks_Online_tab|module option to send "To be emailed" to "Send Later"]] in QuickBooks Online
 +
* Added a [[Part#Module_Options_General_tab|module option that only allows numeric characters when importing UPC fields]]
 +
* Added E-Check support for [[Payment_Gateway#Intuit_Payments|Intuit Payments]]
 +
 
 +
{{HideH2|Fixes - 2020.10}}
 +
 
 +
'''API'''
 +
* Resolved: AddSoItemRq getting a new Sales Order Number instead of using the order number supplied
 +
 
 +
'''Linux Installer'''
 +
* Resolved: Headless installer installing the Client Only
 +
 
 +
'''Manufacture Order'''
 +
* Resolved: The "Short Quantity" Auto Create option was creating orders for full order qty instead of what was short for Staged Bill of Materials
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Automatically issue Drop Ship orders option not working with CSV imported Sales Orders
 +
* Issue: Auto PO location group class filter not showing expected data
 +
::* Resolution: Clarified usage through user interface and logic changes
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Export errors causing multi-currency orders to fail
 +
 
 +
 
 +
'''Database Changes'''
 +
* Added CalCategoryId column to MoItem table
 +
 
 +
=2020.9 - 9/17/2020=
 +
 
 +
{{HideH2|Highlights - 2020.9}}
 +
 
 +
* Added Intuit Payments as an available [[Payment Gateway]] integration
 +
* Added [[Payment_Gateway#Wallets|Wallet]] support for Intuit Payments
 +
* Enhanced the [[Sales_Order#Check_balance|'''Check Balance''' button in the]] {{Module|Sales Order|Check_balance}} to include the current Sales Orders total and any unposted payments
 +
* Enhanced the [[Customer#Check_balance|'''Check Balance''' button in the]] {{Module|Customer|Check_balance}} to includes a total of all open orders and any unposted payments
 +
 
 +
{{HideH2|New Features - 2020.9}}
 +
 
 +
* The [[Fishbowl API]] requests to GET and SAVE work orders now include the Calendar Category
 +
* Updated to the latest [[QuickBooks Online]] API
 +
* Vendor data changes in Fishbowl now update the vendor in [[QuickBooks Online]]
 +
* Customer data changes in Fishbowl now update the customer in [[QuickBooks Online]]
 +
* Enhanced the [[QuickBooks Online]] and [[Xero]] integrations to pass [[Class|Classes]] on all transactions
 +
* Products created after a part is exported to [[QuickBooks Online]] now mark the '''For Sale''' field
 +
* Added a [[QuickBooks_Online#MODULE_OPTIONS|QuickBooks Online module option]] to send the Fishbowl Invoice Number to '''Invoice''', '''Statement''', or '''Do not include'''
 +
* Updated Sales Order and Purchase Order [[Imports_and_Exports#List_of_imports_and_exports|CSV imports]] to use the [[Fishbowl_Canada#MODULE_OPTIONS|zero tax module option in Fishbowl Canada]].
 +
* Added a calendar category column to the [https://www.fishbowlinventory.com/w/files/csv/importSO.html Sales Order CSV] import and export
 +
* Added a calendar category column to the [https://www.fishbowlinventory.com/w/files/csv/importSODetails.html Sales Order Details CSV] import and export
 +
* Fishbowl now stores and uses the [[QuickBooks Online]] ID for tax when exporting
 +
* Tax is additionally stored in the sale order post [[Data|database tables]]
 +
* All website links for [https://www.fishbowlinventory.com.au/ Fishbowl Australia] have been updated to use the new website structure
 +
 
 +
{{HideH2|Fixes - 2020.9}}
 +
 
 +
'''Avalara'''
 +
* Resolved: Quick Fulfill issues with service type items
 +
 
 +
'''CSV'''
 +
* Resolved: Historical Sales Order status triggers Build To Order settings on Bill of Materials
 +
* Resolved: Add Inventory CSV incorrect line # error
 +
* Resolved: Sales Order CSV errors when importing more than one order per file
 +
 
 +
'''Custom Fields'''
 +
* Resolved: Searching data in custom fields yielding inconsistent results
 +
 
 +
'''Email'''
 +
* Resolved: Email Address Book list included inactive users' emails
 +
 
 +
'''Installer'''
 +
* Resolved: Installer auto assigns too much server memory
 +
 
 +
'''Manufacture Order'''
 +
* Resolved: Finished Good rounding issues
 +
 
 +
'''Part'''
 +
* Resolved: Next Value column for Tracking only accepts single digit values
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Full payment not being sent over for an order with multiple shipments
 +
* Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description
 +
 
 +
'''Receiving'''
 +
* Resolved: Tracking Numbers placed in the Shipping tab are unable to be copied
 +
* Resolved: Inconsistent Rounding for items added during the Add Item step of the Reconcile wizard
 +
 
 +
'''Reports'''
 +
* Resolved: Sales Order Taxes - Credit items showing $0
 +
* Resolved: Customer Purchase History - Filtering for Product Trees broken.
 +
* Resolved: Sales Backorder Report - Show PO not working.
 +
 
 +
'''Xero'''
 +
* Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description
 +
 
 +
 
 +
'''Database Changes'''
 +
* Login column increased field size to 2048 on PaymentGateway table
 +
* Secret column increased field size to 2048 on PaymentGateway table
 +
* Added TotalTax column to PostSo table
 +
* Added TotalTax column to PostSoItem table
 +
 
 +
=2020.8 - 8/13/2020=
 +
 
 +
{{HideH2|Highlights - 2020.8}}
 +
 
 +
* Replaced the Dropbox module with the {{Plugin|Fishbowl Drive}}
 +
* The Class field on a Sales Order is now sent to the LocationCode in [[Avalara]]
 +
* Added an option to remove the prefix of the order number sent to [[Avalara#Connect|Avalara]]
 +
* Added an option to connect to a sandbox account for testing the [[Avalara]] integration
 +
* Added an option to send either the Customer Name or Customer Account Number to the CustomerCode in [[Avalara]]
 +
* Enhanced flow for drop ship, credit return and other [[Sales_Order#Item_types|non-sale type items]] when integrated with [[Avalara]]
 +
* Added an [[Accounting_Integration#MODULE_OPTIONS|accounting module option]] to send shipping tracking numbers to the Sales Order and Accounting integration without needing to use Carton Based Shipping
 +
* Added option to import custom single level Bill of Materials on the [https://www.fishbowlinventory.com/w/files/csv/importSO.html Sales Order CSV import]
 +
 
 +
{{HideH2|New Features - 2020.8}}
 +
 
 +
* Customer Jobs entered on the Customer CSV now inherit the parent customers address when leaving the address fields blank
 +
* Enhanced the VoidShipment API call to allow for unpacking a packed shipment
 +
* Separated User Rights in Sales Order for Void and Delete
 +
* Increased text type Part Tracking fields to allow for 256 characters
 +
* Optimized the Auto PO function
 +
* Updated Xero to send 4 decimal places for unit costs
 +
* Updated Xero to append original unit qty to the description field
 +
* Added green text to show payment processing for eCheck payment methods
 +
* Updated the GS1 Code field to display 0's and leading 0's
 +
 
 +
{{HideH2|Fixes - 2020.8}}
 +
 
 +
'''Avalara'''
 +
 
 +
* Resolved: Estimate button not sending the product code to Avalara
 +
* Resolved: Null error when quick fulfilling an order with an invalid zip code
 +
 
 +
'''CSV'''
 +
 
 +
* Resolved: Part Product and Vendor Pricing import does not update length, width or height for Non-Inventory type items
 +
* Resolved: BOM import requires Part field for note type items
 +
 
 +
'''Checkout'''
 +
 
 +
* Resolved: UOM Conversion errors
 +
* Resolved: CA version would not allow you to edit a line item
 +
 
 +
'''Custom Fields'''
 +
 
 +
* Resolved: Required list type custom fields won't allow users to issue Purchase Orders with "Access right to issue order" enabled
 +
 
 +
'''Email Templates'''
 +
 
 +
* Resolved: Email template carriage returns not working
 +
 
 +
'''Payments'''
 +
 
 +
* Resolved: Issues taking eCheck payments with business type checking accounts
 +
 
 +
'''Picking'''
 +
 
 +
* Resolved: 0 qty pick issues
 +
* Resolved: Selecting an alternate pick location with insufficient inventory and clicking Finish resets item back to Entered status
 +
 
 +
'''Reports'''
 +
 
 +
* Resolved: Purchase Order Summary - PO# hyperlink broken
 +
* Resolved: Sales Backorder Report - Summary data not matching main items
 +
* Resolved: Customer Statement - Very old orders showing $0 price
 +
* Resolved: Packing Slip - Show Carton Info checkbox broken
 +
* Resolved: Packing Slip - Not showing all tracking
 +
* Resolved: POS Receipt - Rounding issues
 +
* Resolved: Batch Packing List by Date - Null error when trying to run report
 +
* Resolved: Margins Report - Displaying incorrect data when grouped by Product Tree
 +
 
 +
'''Reports Module'''
 +
 
 +
* Resolved: Default search filters for MO Status set to All instead of All Open
 +
 
 +
'''Sales Order'''
 +
 
 +
* Resolved: Duplicating a credit return resulted in a positive total price on each line item
 +
* Resolved: Duplicate Sales Order error when using an _ in the order number
 +
 
 +
'''Work Order'''
 +
 
 +
* Issue: Disassembling a WO with a raw good that consumed 2 different lot #'s only adds 1 of the lot #'s to inventory
 +
:* Resolution: When more than value of the same type tracking was consumed, the disassemble requires entry of the tracking to add to inventory
 +
 
 +
'''Xero'''
 +
 
 +
* Resolved: "The line total does not match the expected line total" on Sales Order Export
 +
 
 +
'''Database Changes'''
 +
 
 +
* Updated TrackingInfo.info and TrackingText.info fields to be varchar(256)
 +
***
 +
 
 +
=2020.7 - 7/9/2020=
 +
 
 +
{{HideH2|Highlights - 2020.7}}
 +
 
 +
* [[Part#Create_a_tracking_method|Added a column in Part Tracking for GS1 code to support GS1 barcodes]]
 +
* [[Settings#Email_tab|Added a '''Sign in with Google''' button to the email setup to use the Google OAuth 2.0 integration]]
 +
 
 +
{{HideH2|New Features - 2020.7}}
 +
 
 +
* [[Fishbowl_API|Updated MakePaymentRq API call to allow for negative payments and to store additional information]]
 +
* [[Fishbowl_API|Updated GetPartListRq to have StartIndex and RecordCount parameters]]
 +
* [[Custom_Field#Custom_field_types|Updated Long Text type Custom Fields to allow for 512 characters]]
 +
* [[Home|Additional Home screen updates]]
 +
* [[Reports#Included_reports|Reports]]
 +
:*'''Purchase Order Summary'''
 +
::*Added options to hide/show headers, totals, and timestamp to make it more Excel friendly.
 +
 
 +
{{HideH2|Fixes - 2020.7}}
 +
 
 +
'''API'''
 +
 
 +
* Resolved: User access rights for viewing orders working opposite of expectation (GetSOSearchListRq)
 +
 
 +
'''Checkout'''
 +
 
 +
* Resolved: Round Cash Transactions module option not working for home currency customers
 +
* Resolved: Default Customer module option doesn't save home currency customers
 +
 
 +
'''Custom Fields'''
 +
 
 +
* Updated the URL custom field advanced search text box to allow for more characters
 +
* Updated the text custom field advanced search to search containing instead of an exact match
 +
* Custom Field changes now show on the Audit Tables
 +
 
 +
'''CSV'''
 +
 
 +
* Resolved: Null error when importing the Location CSV
 +
* Resolved: Errors caused after Part and Product Renaming CSV fails on import
 +
 
 +
'''Locations'''
 +
 
 +
* Resolved: Auto Create Locations creation failing when the number of location to create ends in 0 or is a factor of 10
 +
* Resolved: Location Num search does not filter results
 +
 
 +
'''Reports'''
 +
 
 +
* Resolved: Sales Order Taxes - order tax not showing is AU databases
 +
* Resolved: Margins Report - Discounts duplicating when there are split shipments
 +
* Resolved: Lot History Report - Customer info not showing
 +
* Resolved: Packing Slip - Some backorders not showing
 +
* Resolved: Bill of Lading - Items weights were not being multiplied by the quantity
 +
* Resolved: Customer Purchase History - Price duplicating in some instances
 +
* Resolved: Customer Purchase History - Credit Return items showing a positive quantity
 +
 
 +
'''RMA'''
 +
 
 +
* Resolved: RMA Tracking Search step in the New RMA Item wizard was missing
 +
 
 +
'''Sales Order'''
 +
 
 +
* Resolved: Saving changes to an SO causing original pick to be deleted and recreated
 +
 
 +
'''Shipping'''
 +
 
 +
* Resolved: Inactive Carriers show up in the Batch Shipment Wizard
 +
 
 +
'''Xero'''
 +
 
 +
* Resolved: Export errors related to records containing an "&"
 +
* Additional changes to Xero integration to help with reconnecting error
 +
* Resolved: Export error causes the entire export to stop and fail
 +
 
 +
'''Database Changes'''
 +
* Added column on part tracking for GS1 code
 +
 
 +
=2020.6 - 6/11/2020=
 +
 
 +
{{HideH2|Highlights - 2020.6}}
 +
 
 +
* [[Xero|Xero integration upgraded to OAuth 2.0 secure connection]]
 +
* [[Location#Custom_tab|Added custom fields to the Location module]]
 +
* [[Location#Search|Added an advanced search to the Location module]]
 +
* [[Work_Order#Component_buttons|Added custom fields to Work Order Steps]] [[Bill_of_Materials#Instructions_tab|& BOM Instructions]]
 +
 
 +
{{HideH2|New Features - 2020.6}}
 +
 
 +
* [[Sales_Order#Add_custom_fields|Added a module option for custom field flow from Sales Order to Pick]]
 +
* [[Picking#Add_custom_fields|Added a module option for custom field flow from Pick to Ship]]
 +
* [[Reports#Included_reports|Reports]]
 +
:*'''Shipment History Report'''
 +
::*All columns now stretch with overflow.
 +
::*Order Number and Ship To columns are wider.
 +
::*Report Title can be modified.
 +
::*Pagination will auto-hide when "Format Report for Exporting" is checked.
 +
:*'''ABC Report'''
 +
::*Updated to be more Excel-friendly.
 +
::*Part and Description fields are in their own columns.
 +
::*Qty and UOM fields are their own columns.
 +
::*Added options to remove headers, totals, and timestamp.
 +
::*Pagination will auto-hide when "Format Report for Exporting" is checked.
 +
::*Report Title can be modified.
 +
:*'''Bill of Lading'''
 +
::*Modified design
 +
::*More fields are editable including Seal #, Trailer#, NMFC, and Class.
 +
::*Added options to display Third Party Bill To address and PRO Number.
 +
 
 +
{{HideH2|Fixes - 2020.6}}
 +
 
 +
'''Avalara'''
 +
* Updated order total and tax line item names to match Avalara requirements
 +
 
 +
'''CSV'''
 +
* Resolved: Sales Order Details CSV doesn't have residential flag
 +
* Updated Custom Field Data CSV to include Pick
 +
* Resolved: Sales Order and Sales Order Details CSV's import sets carrier service to customer default when left blank
 +
* Resolved: Shipping Data CSV does not clear out the carrier service when the carrier is set
 +
* Updated Part CSV Instructions (Import/Export) to add POItemType
 +
* Updated Sales Order CSV export instructions
 +
* Updated Sales Order Details CSV export instructions
 +
* Resolved: Sales Order Details CSV error with updating historical status orders
 +
* Resolved: Sales Order CSV does not import residential flag correctly
 +
 
 +
'''Custom Fields'''
 +
* Resolved: Checkbox custom fields clear data when the name is changed
 +
* Resolved: Error when adding a new item to the RMA Issue custom list
 +
 
 +
'''Customer'''
 +
* Resolved: Customer combobox search searching containing instead of starts with
 +
 
 +
'''Picking'''
 +
* Resolved: Custom Fields on finished picks were still editable
 +
 
 +
'''Reports'''
 +
* Resolved: Tracking Report won't run when there's too much data. Added Count and Skip parameters.
 +
 
 +
'''RMA'''
 +
* Resolved: Cannot complete RMA wizard for substitutions
 +
 
 +
'''Sales Order'''
 +
* Resolved: Sales Order details tab, contact field, pulls from Bill To address while other fields pull from the Ship To address
 +
 
 +
 
 +
'''Database Changes'''
 +
* Updates to Custom Field helper functions
 +
* Add SHIPNUMVIEW for UPS Worldship and FedEx Ship Manager integrations
 +
* Added customFields column to BomInstructionItem table
 +
* Added customFields column to WoInstruction table
 +
* Added customFields column to Location table
 +
* Updated CustomFieldsView to include BomInstructionItem, WoInstruction, and Location custom fields
 +
 
 +
=2020.5 - 5/21/2020=
 +
 
 +
{{HideH2|New Features - 2020.5}}
 +
 
 +
{{r|'''IMPORTANT INFORMATION REGARDING FISHBOWL 2020.5 UPDATE:'''}}
 +
 
 +
Fishbowl 2020.5 introduces a new way of storing Custom Fields. This change also affects custom reports and plugins. If you have custom reports and/or plugins, please contact Fishbowl's Reports Team (reports@fishbowlinventory.com), Plugins Team (pluginsdev@fishbowlinventory.com), or the partner who built the plugin prior to updating to 2020.5 to make sure they continue working after the update.
 +
 
 +
* [[Custom_Field|Custom Field speed improvements]]
 +
* [[Custom_Field|Custom Field creation does not require a client restart]]
 +
* [[Custom_Field#Create_a_list|Updated Custom List location, layout and functionality]]
 +
* [[Custom_Field|Updated Custom Field module layout and functionality]]
 +
* [[Custom_Field#Use_a_custom_field_with_an_advanced_search|Updated Custom Field advanced search options for checkbox type to All, Checked or Unchecked]]
 +
* [[Custom_Field#Custom_field_types|Added URL type for Custom Fields]]
 +
* [[Inventory#Custom_tab|Part Custom Fields and values now display in the Inventory module]]
 +
* [[Custom_Field|Added ability to delete custom fields and values]]
 +
* [[Picking#Custom_tab|Added Custom Fields to the Picking module]]
 +
* [[Picking#Search|Added Custom Fields to the advanced search in the Picking module]]
 +
* [[Bill_of_Materials#Item_Information_tab|Added custom fields for Bill of Materials Items]]
 +
* [[Custom_Field#Custom_field_types|Money and Quantity type custom fields can now store blank and 0 values]]
 +
* [[Custom_Field#Custom_field_types|Converted radio button custom fields to required drop-down lists]]
 +
* [[Access_Rights#Part|User access right added to Part for editing UOM]]
 +
* [[Sales_Order#Module_Options_General_tab|Added Cancelled stamp for orders in cancelled status]]
 +
* [[User|Added custom field advanced search to the User module]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importPurchaseOrder.html Added a status for importing Historical purchase orders]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importSO.html Added a status for importing Historical sales orders]
 +
* [[Inventory#Inventory_status_terms|Updated "Available for Sale" title to "Available"]]
 +
* [[Company#Module_Options_General_tab|Added a module option in the Company module to require Data module access to run data queries through the API]]
 +
* [[Home|Home page layout has been updated]]
 +
* [[Fishbowl_Canada#MODULE_OPTIONS|Added module option for Canadian databases to always use part/product tax rate when rate is 0%]]
 +
 
 +
* [[Reports#Included_reports|Reports]]
 +
:*'''Item History Report'''
 +
::*The Qty field has been widened. It can now fit 6 digit numbers without wrapping.
 +
:*'''Purchase Order Summary'''
 +
::*Added Date Confirmed and Order Date Scheduled as date range options
 +
::*Title can now be modified.
 +
::*Minor cosmetic changes.
 +
 
 +
:*'''Work Order Summary'''
 +
::*Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
 +
 
 +
:*'''Shipping Invoice'''
 +
::*Added the option to hide/show Tax Code, Tax Amount, and Item Currency Tax columns for Australia and International versions.
 +
::*Added an option to show carton details including shipment tracking numbers.
 +
 
 +
:*'''SO Report'''
 +
::*Added an option to display the tax code name in place of "Sales Tax" in the totals section.
 +
::*Title can now be modified.
 +
 
 +
:*'''WO Flag Report'''
 +
::*Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
 +
::*The selected date range now displays at the top of the report.
 +
 
 +
:*'''CC Receipt 3in'''
 +
::*The receipt has been completely redesigned. A copy of the old receipt file can be obtained for free at https://store.fishbowlinventory.com/products/cc-receipt-3in-legacy.
 +
::*Added an option to show/hide the signature name.
 +
::*Added a customizable line of text at the bottom. It defaults to "Thank You!". Character limit is approximately 16-50 (depending on which characters are used).
 +
 
 +
:*'''MO Projected Cost Report'''
 +
::*Added an option include/exlude WOs that are stages from the MO Total Cost.
 +
 
 +
:*'''Calendar Report'''
 +
::*Added an MO filter. Only the WOs for the selected MO will show unless the filter is left blank.
 +
 
 +
:*'''Inventory Availability Report'''
 +
::*Added an option to Show Parts with 0 Qty.
 +
 
 +
:*'''Pick Efficiency Report'''
 +
::*Changed the User text input field to a combo box (drop-down list).
 +
 
 +
:*'''Part Allocated Report'''
 +
::*Added an option to include drop ship items in Qty Allocated to SOs.
 +
 
 +
{{HideH2|Fixes - 2020.5}}
 +
 
 +
'''Accounting'''
 +
* Added pop up message when selecting "Create a bill in {Accounting} after reconciling a receipt."
 +
 
 +
'''Bill of Materials'''
 +
* Resolved: Sorting part number column
 +
* Resolved: BOM Min/Max Variable Qty doesn't save without additional change
 +
 
 +
'''Checkout'''
 +
* Resolved: Error when cancelling payment when Auto Pack module option is enabled
 +
 
 +
'''CSV'''
 +
* Custom Field - Updated module name from SysUser to User
 +
* Custom Field - Updated the export sorting
 +
* Cycle Count CSV - Updated instructions pertaining to part tracking
 +
* Resolved: BOM/BOM Details import alters unchanged sort order
 +
* Resolved: Export and reporting a Purchase Order created by dropship Sales Order breaks the link between the orders
 +
* Resolved: Part Product and Vendor Pricing allowed updating the COGS account for Capital Equipment type parts
 +
 
 +
'''Custom Fields'''
 +
* Resolved: Required list-type custom fields can be saved without a value
 +
* Resolved: Values not saving for list-type when partially typing a value and selecting from the filtered list
 +
 
 +
'''Customer'''
 +
* Resolved: Customer save prompt after viewing a secondary address
 +
 
 +
'''Manufacture Order'''
 +
* Resolved: Search not showing "Multiple BOM's" for multiple Finished Goods
 +
 
 +
'''Picking'''
 +
* Resolved: Issues with module option for "Assign user to pick on finish"
 +
 
 +
'''Product'''
 +
* Resolved: Product details banner display issues
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Customer/job not updating on receipt until PO is unissued and reissued.
 +
* Resolved: Being able to close short items created by dropship kit items
 +
* Resolved: Incorrect buyer name from Drop Ship Sales Orders
 +
* Resolved: Carrier Service doesn't carry through to Shipment for Credit Return PO's
 +
* Resolved: Order Fulfill or Line Fulfill removes carrier service from Shipping Tab
 +
 
 +
'''QuickBooks/Reckon'''
 +
* Integration compatibility improvements
 +
 
 +
'''Receiving'''
 +
* Resolved: Outsource parts costing layer issues when reconciling multiple times
 +
* Resolved: Blank error when reconciling consumed part
 +
* Resolved: Reconcile wizard showing the landed cost step when there is nothing to land into
 +
 
 +
'''Reports'''
 +
* Resolved: Part Barcodes Avery - label alignment drifts when part description is greater than 3 lines.
 +
* Resolved: Sales Order Taxes - The tax rate field does not stretch with overflow.
 +
* Resolved: Sales Order Taxes - Discounts showing a negative tax.
 +
* Resolved: Customer Purchase History - Duplicating discounts.
 +
* Resolved: Customer Purchase History - Qtys incorrect if split into more than one ship item.
 +
* Resolved: Margins Report - Product Tree filter not working correctly.
 +
* Resolved: Being able to edit tracking when receiving an outsourced item
 +
 
 +
'''Sales Order'''
 +
* Quicklist dropdown improvements
 +
* Resolved: Cost issues when changing from credit return to sale type
 +
 
 +
'''Server Administration'''
 +
* Added a confirm dialog to the database disconnect button
 +
 
 +
'''Shipping'''
 +
* Resolved: SO/PO Item descriptions no carrying over to shipping
 +
 
 +
'''Work Order'''
 +
* Resolved: Work Order item sort order not matching Bill of Materials sort order
 +
 
 +
'''Xero'''
 +
* Resolved: Class not exporting for SO reconcile journal entries
 +
 
 +
'''Database Changes'''
 +
* Added customField JSON field to BOM, Company, Customer, MO, PO, PoItem, Part, Product, RMA, SO, SoItem, Ship, SysUser, Vendor, WO, XO, Pick and BomItem tables
 +
* Removed the following tables: CustomDecimal, CustomInteger, CustomSet, CustomTimeStamp, CustomVarChar, CustomVarCharLong
 +
* Removed the CustomFieldAuditView
 +
* Added function to help with custom field queries: CustomFieldByName(customFields, “custom_field_name”)
 +
* Added function to help with custom field queries: CustomFieldByID(customFields, "id")
 +
* Updated CUSTOMFIELDVIEW
 +
* Updated ONTRACVIEW
 +
 
 +
=2020.3 - 3/12/2020=
 +
 
 +
{{HideH2|New Features - 2020.3}}
 +
 
 +
* [[Start_Fishbowl#Send_a_message|The Broadcast feature can now be unlocked for all users, allowing client to client messaging]]
 +
* [[Imports_and_Exports|File exports can now be exported as XLS instead of just CSV]]
 +
* [[Fishbowl_API|Pick Save API call now saves the username on the Pick Details tab]]
 +
* [[RMA#Module_Options_General_tab|Added a module option in the RMA module to use the RMA # as the credit Sales Order #]]
 +
* [[Access_Rights#Receiving|Added an access right for editing the receipt item location]]
 +
* [[Fishbowl Checkout#MODULE_OPTIONS|Updated the "Invoice (No payment now)" payment method to use the preference set in the Checkout module options for "Print Checkout Report"]]
 +
* [[Payment_Gateway#CardConnect|Card Connect devices settings are now disabled until you select a device]]
 +
* [[Accounting_Integration#Export|Clarified tooltip for Accounting Repost function]]
 +
* [[BI_Report#Inventory_Watch_List|Created an Inventory Watch List report that can be displayed in the Dashboard]].
 +
 
 +
{{HideH2|Fixes - 2020.3}}
 +
 
 +
'''Auto PO'''
 +
* Resolved: Parts with sufficient quantity showing to be ordered
 +
 
 +
'''Bill Of Materials'''
 +
* Resolved: BOM Instructions missing browse for URL
 +
 
 +
'''Fishbowl GO'''
 +
* Resolved: Error caused by a part stored in pounds being consumed in ounces on WO
 +
 
 +
'''Imports'''
 +
* Resolved: Spaces not being trimmed from beginning or end of column Headers
 +
* Resolved: Unable to import kits with option groups or discounts
 +
* Resolved: Importing a kit on the Sales Order CSV with only the kit header will show part cost as $0
 +
* Resolved: Importing the PPVP for an existing part with only the required columns will overwrite Tax Codes to blank (AU)
 +
* Resolved: EDI Shipping Export exporting the SO number instead of the shipment number
 +
* Resolved: Incorrect line number errors on WO Steps CSV import
 +
* Resolved: Incorrect line number errors on BOM Instructions CSV import
 +
* Resolved: Incorrect line number errors on BOM Details CSV import
 +
* Resolved: Incorrect line number errors on Kit Items CSV import
 +
* Resolved: Incorrect line number errors on SO Details CSV import
 +
 
 +
'''Monitor'''
 +
* Resolved: Displayed negative available quantity
 +
 
 +
'''Pricing Rules'''
 +
* Resolved: Using Adjust Prices wizard only updating the first 100 records
 +
 
 +
'''QuickBooks Desktop'''
 +
* Re-integration improvements
 +
 
 +
'''QuickBooks Online'''
 +
* Issue: Discount Account mappings not overriding the Integration Default Mappings
 +
:* Resolution: Disabled the dropdown in Discounts to select specific accounts
 +
 
 +
'''Reports Module'''
 +
* Resolved: Report module wouldn't load after getting logged out for inactivity until you exit and restart the client
 +
 
 +
'''Sales Order'''
 +
* Resolved: Return SO's from RMAs do not take BOM adjustments into account
 +
* Resolved: Sales Order not refreshing after voiding a shipment
 +
 
 +
'''Shipping'''
 +
* Resolved: Layout changes not saving
 +
 
 +
'''User'''
 +
* Resolved: Errors when logging in with a User whose default location group was inactivated
 +
 
 +
'''XERO'''
 +
* Resolved: Connection error when trying to reintegrate
 +
 
 +
=2020.2 - 2/20/2020=
 +
 
 +
{{HideH2|Highlights - 2020.2}}
 +
* [[Fishbowl_GO#Sales_Order|Added a '''Sales Order''' module to Fishbowl GO]]
 +
 
 +
{{HideH2|New Features - 2020.2}}
 +
* [[Sales_Order#Take_a_payment|Added a '''Date''' field for all payment types except credit cards]]
 +
* [[Customer#Details_tab|Changing a customer's '''Status''' prompts to apply the new status to all customer jobs]]
 +
* [[Shipping#General_tab|'''Customer Status''' is now displayed in the '''Shipping''' module]]
 +
* [[Sales_Order#Quick_fulfill|Added the ability to print the invoice after clicking the '''Quick Fulfill''' button on a sales order]]
 +
* [[Fishbowl Checkout#Search|The advanced search in '''Checkout''' now has the option to show all open sales orders]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importMemoData.html '''Memo Data''' CSV can now be exported]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importInventoryQtys.html '''Add Inventory''' CSV now includes '''QB Class''']
 +
* [[Sales_Order#Module_Options_General_tab|Added a '''Sales Order''' module option to use the sales order '''Carrier''' for drop ship purchase orders]]
 +
* [[Receiving#Reconcile_an_order|Added the '''Difference''' field that shows the remaining cost when '''Manually''' landing costs in the reconcile wizard]]
 +
* [[Advanced_Reports#Inventory_Shipping_Summary|Added the ability to use order number hyperlinks on reports for shipments]]
 +
* [[Work_Order#Search|'''BOM Description''' was added to the work order search and advanced search]]
 +
* [[Access_Rights#Part|Added a user access right to view the cost in the '''Part''' module]]
 +
* [[Receiving#Receipt_tab|Added the '''Ref No''' to transfer order receipts]]
 +
* [[Payment_Gateway#CardConnect|Added the ability to store a different '''Merchant ID''' and '''Device ID''' per client when integrating with CardConnect]]
 +
* [[Customer#Create_a_new_customer|'''Default Issue Status''' is now included in the new customer wizard]]
 +
* [[Access_Rights#Sales_Order|Users with sufficient rights can now edit the custom fields of sales order items after the order has been fulfilled]]
 +
* [[Sales_Order#Module_buttons|Added a '''Cancel''' button in the '''Sales Order''' module that will void an order that has been picked and packed]]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importSODetails.html '''Sales Order Details''' CSV import can now cancel a sales order (cancelled order status)]
 +
* [[Part#Details_tab|Parts can now have a default '''PO Item Type''' of '''Purchase''', '''Credit Return''', or '''Outsourced''']]
 +
* [[Part#Details_tab|Added the ability to specify a return part when a part's default purchase order type is '''Outsourced''']]
 +
* [[Imports_and_Exports#List_of_imports_and_exports|Added more detail for image import on the following CSV imports: '''Part''', '''Product''', '''Part Product & Vendor Pricing''']]
 +
* [[Sales_Order#Edit_an_item|Added the ability to right-click a sales order item and change the type to '''Credit Return''' or '''Dropship''']]
 +
* [[Sales_Order#Module_buttons|The '''Duplicate''' button in the '''Sales Order''' module now has the option to duplicate the sales order as '''Drop Ship''' or '''Credit Return''']]
 +
* [https://www.fishbowlinventory.com/w/files/csv/importSO.html The '''Customer Part Number''' can now be added to a sales order with the '''Sales Order''' CSV import]
 +
* [[Xero|Added a warning message when integrated with '''Xero''' and taking a multi-currency payment]]
 +
* [[Vendor#Module_Options_General_tab|Added a '''Vendor''' module option to use the vendor minimum order quantity when auto-generating purchase orders]]
 +
* [[Access_Rights#Part|Added a '''Part''' access right to allow/prevent the ability to edit the part's default location]]
 +
* [[Reports]]
 +
:*'''Shipping Invoice'''
 +
::*Title is now modifiable. Proforma and Invoice titles can be changed separately.
 +
::*Downsized the font on the item list. The report can now display more items per page.
 +
 
 +
:*'''Work Order Flag'''
 +
::*Now displays calendar categories.
 +
::*Added options to filter by, sort by, and hide/show categories.
 +
::*Title can now be modified.
 +
 
 +
:*'''Work Order Summary'''
 +
::*Now displays calendar categories.
 +
::*Added options to filter by, group by, and hide/show categories.
 +
::*Added an optional Location Group column.
 +
::*Title can now be modified.
 +
 
 +
:*'''Work Order Traveler'''
 +
::*This report has been completely redesigned.
 +
::*Changed to portrait and downsized the font to make room for many more items on a page.
 +
::*Now displays calendar categories.
 +
::*Added option to hide/show categories.
 +
::*Title can now be modified.
 +
::*BOM Instructions no longer display on their own page.
 +
 
 +
:*'''Manufacture Order Traveler'''
 +
::*This report has been completely redesigned.
 +
::*Changed to portrait and downsized the font to make room for more WOs per page.
 +
::*Now displays calendar categories.
 +
::*Added option to hide/show categories.
 +
::*Title can now be modified.
 +
 
 +
:*'''Export Summary'''
 +
::*Added "Apply Date Filter" option. The date range can now be set to look at either Date Posted or Item Date Fulfilled.
 +
 
 +
:*'''Purchase History'''
 +
::*"Apply Date Filter" titles have been changed to reflect the names in the client.
 +
::* Report title has been changed to "Customer Purchase History".
 +
 
 +
{{HideH2|Fixes - 2020.2}}
 +
 
 +
'''Authorize.net'''
 +
* Resolved: Payment Gateway integration being removed after deleting a payment that was taken before integrating with Authorize.net
 +
 
 +
'''Checkout'''
 +
* Resolved: No prompt to print the invoice after selecting Invoice payment method
 +
 
 +
'''CSV Import/Export'''
 +
* Resolved: Users create from CSV import would not show in dropdown lists until after a server restart
 +
* Resolved: Generic Shopping Cart CSV missing QB Class column
 +
* Resolved: Yahoo Shopping Cart CSV missing QB Class column
 +
* Resolved: PO as SO export blank error because of missing QB Class column
 +
* Resolved: Receipt Item unit cost showing $0 when PO was created via CSV
 +
* Resolved: Add Inventory XLSX import error with 3 or more decimal digits
 +
* Updated Part Product & Vendor Pricing import instructions to specify that the Asset Account column maps to the expense account field for non-inventory parts
 +
* Resolved: Tooltips & CSV instructions showing incorrect character limits
 +
* Resolved: Importing locations requires a server restart to show in lists
 +
* Resolved: Part Product & Vendor Pricing import allowed non-inventory type parts to have tracking assigned
 +
* Resolved: Using Part Cost CSV to update costs on databases not using average cost caused accounting export errors
 +
 
 +
'''Customer'''
 +
* Resolved: Null error when trying to save a customer when the address and contact information was added and then the address was deleted
 +
 
 +
'''Dropbox'''
 +
* Resolved: Error when opening a file uploaded for a Work Order
 +
 
 +
'''Fishbowl GO'''
 +
* Resolved: Receiving clears out customer/job field on receipt item
 +
 
 +
'''Installer'''
 +
* Resolved: Linux installer errors
 +
* Auto-updater optimizations
 +
 
 +
'''Inventory'''
 +
* Resolved: Moving an item with a serial number containing "%" causes an error
 +
 
 +
'''Locations'''
 +
* Resolved: Null error when deleting non-required location
 +
 
 +
'''Location Groups'''
 +
* Resolved: Creating a new Location Group requires a server restart to show locations in lists
 +
 
 +
'''Manufacture Order'''
 +
* MO to PO speed improvements
 +
* An MO with multiple WO's for the same BOM will display the BOM number in the search instead of saying "Multiple BOMs"
 +
* Resolved: Inability to pick higher level WO when deleting a lower level stage on a multi-stage order
 +
 
 +
'''Picking'''
 +
* Resolved: Finished pick item status orb shows green circle instead of a checkmark
 +
* Resolved: Splitting Work Order picks causing decimal eaches
 +
 
 +
'''Purchase Order'''
 +
* Resolved: Deliver To on CSV import not being accessible in the client
 +
* Changed PO Item Details "Outsourced" field label to "Returning As"
 +
 
 +
'''Receiving'''
 +
* Resolved: Modifying a consumed RG's serial number when selecting Finished Good tracking from consumed tracking caused a blank error
 +
 
 +
'''Sales Order'''
 +
* Resolved: Sales Order CSV attachment being blank or missing when sending Purchase Order emails
 +
* Resolved: Payment Receipt module option set to none still tries to print receipt
 +
 
 +
'''Shipping'''
 +
* Resolved: Paid stamp not showing because of rounding errors
 +
* Resolved: Shipping an item with a serial number containing a "\" caused an error
 +
* Resolved: Voiding a shipment with Carton Based Shipping turned on removes all manually added shipping type line items
 +
 
 +
'''QuickBooks Desktop'''
 +
* Resolved: Customers without a set country not importing state into Fishbowl
 +
* Resolved: Partial fulfillment with multiple subtotals export issues
 +
* Resolved: Suspense account type would break the export/integration (UK version)
 +
 
 +
'''QuickBooks Online'''
 +
* Resolved: Part/Product assigned accounts not overriding integration default account mappings
 +
 
 +
'''XERO'''
 +
* Resolved: Classes not being included on journal entries in certain situations
 +
* Resolved: Vendor credit journal debiting inventory asset rather than crediting it
 +
* Resolved: Export rounding errors
 +
* Issue: "Invoice # must be unique" error when fulfilling 2 different drop-ship items on the same order
 +
:* Resolution: Added module option to add a unique ID to the order number
 +
* Resolved: "The line amount cannot be zero or empty" export error
 +
 
 +
'''Database Changes'''
 +
* Added column PART.DEFAULTOUTSOURCEDRETURNITEMID
 +
* Added column PART.DEFAULTPOITEMTYPEID
 +
* Dropped table PLUGINDATA_AUD
 +
* Also added 'Cancelled' status id's for SO and SO Item (85 and 75 respectively)
 +
* Updated the following fields to size 60
 +
:* SO.billToName
 +
:* SO.shipToName
 +
:* SHIP.shipToName
 +
:* PO.shipToName
 +
:* PO.remitToName
 +
:* XO.shipToAttn
 +
:* XO.fromAttn

Latest revision as of 23:19, 23 November 2021

Release Notes.png

2021.12 - Scheduled Release Date 12/9/2021

Highlights - 2021.12

  • Custom fields can now be viewed in the Sales Order line item table as additional columns
  • Custom fields can now be viewed in the Purchase Order line item table as additional columns

New Features - 2021.12

Fixes - 2021.12

Part

  • Resolved: The Part search "Display more information" button not showing correct data

Purchase Order

  • Resolved: Error when trying to close short a Purchase Order created from a drop ship Kit product

2021.11 - 11/11/2021

Highlights - 2021.11

New Features - 2021.11

Fixes - 2021.11

CSV

  • Resolved: Consumption Rate missing from the Part CSV instructions
  • Resolved: Consumption Rate missing from the PPVP CSV instructions
  • Resolved: Tax Rate errors when importing the Product CSV in a Canadian database

Customer

  • Resolved: Date Last Modified being updated when a new Sales Order is created/saved

Dashboard

  • Resolved: Report Widget arrows being backwards

QuickBooks Desktop

  • Improved error messaging for errors dealing with Closing Dates

Sales Order

  • Resolved: Sales Order item details dialog loading slowly

Shipping

  • Resolved: Slowness shipping large quantities of kits

Time

  • The plugin has been updated to update time/wo/part records to the new plugin format

Xero

  • Resolved: Receiving holding account not reversing when order is fulfilled

Database Changes

  • Removed SOITEMTOMOITEM table

2021.10 - 10/14/2021

Highlights - 2021.10

New Features - 2021.10

Fixes - 2021.10

Checkout

  • Resolved: Company image not displaying on Checkout secondary monitor screen

CSV

  • Updated the Product Import instructions to match terminology used in the client

Customer

  • Resolved: Being able to update the currency rate for customers set to Home Currency through the module and CSV import

Part

  • Resolved: The Default Returning As part is incorrectly set after duplicating a part

QuickBooks Desktop

  • Resolved: No Certificate being displayed when integrating

REST API

  • Resolved: REST API does not use the server option to only allow a user to be logged in once
  • Resolved: SSL Context error with Jetty Server on startup

Settings

  • Updated the Max Thumbnail Size to not allow a number below 16

Server

  • Improved calculation rounding precision in situations dealing with money

Square Payment Gateway

  • Resolved: The location chosen when integrating was missing in the transaction requests sent to Square

Transfer Order

  • Resolved: Module Option dictating which location the Transit location is created in not working as designed

Vendor

  • Resolved: Being able to update the currency rate for vendors set to Home Currency through the module and CSV import

Work Order

  • Issue: Error when creating a custom Work Order where the Finished Good is a Kit
  • Resolution: Removed Kits from the available list when selecting a Finished Good

Xero

  • Issue: Balance Debits and Credits error displaying only the PO Ref #
  • Resolution: The PO # is now displayed in the error as well as the PO Ref #

Database Updates

  • Added CONSUMPTIONRATE column to the PART table

2021.9 - 9/9/2021

Highlights - 2021.9

New Features - 2021.9

Fixes - 2021.9

Accounting Integrations

  • Issue: "Balance Debits and Credits" export error
  • Resolution: Locked down scenarios allowing for landing costs across multiple reference #'s and bill dates

CSV

  • Resolved: Pricing Rule CSV duplicate entry error

Picking

  • Updated error message on pick module refresh when the pick has been removed

Square

  • Resolved: Failed to Process error message due to multiple emails in the email field

Work Order

  • Resolved: Custom Work Order wizard allowing partial eaches


Database Changes

  • Resolved: Added dateExpiration column to the PaymentGateway table

2021.8 - 8/12/2021

Highlights - 2021.8

Fixes - 2021.8

Accounting Intergrations

  • Resolved: "Please Balance your debits and credits" export error

API

  • Resolved: Errors caused by UOM conversion issues when picking serial numbers

Client

  • Resolved: Server Shutdown Timer message showing an error

CSV

  • Resolved: Customer Parts not using the customer full name for import/export
  • Resolved: Location CSV not using the customer full name for import/export
  • Resolved: Incorrect character limit for salesman in SO and SO Details CSV instructions

Linux

  • Resolved: Incorrect line encoding in eve.sh file

QBO

  • Resolved: Null export error on note/subtotal type line items

REST API

  • Resolved: UserId missing from login request

Work Order

  • Resolved: Updated finished good and raw good text during the Custom WO wizard

Xero

  • Resolved: Purchase Order inventory holding account transactions not being reversed upon fulfillment

2021.7 - 7/15/2021

Highlights - 2021.7

New Features - 2021.7

Fixes - 2021.7

Custom Fields

  • Resolved: Checkbox type custom fields are not transferred to the Sales Order module from the Customer module

Fishbowl Client

  • Resolved: Enter button not working in Advanced Search after closing and reopening a module
  • Client Connection changes for connection issues

Pick

  • Resolved: Pick custom fields being cleared out when using API calls

QuickBooks Desktop

  • Resolved: Miscellaneous Credit general journal entries posting incorrectly
  • Issue: Payments exporting and automatically applying to Invoices incorrectly
  • Resolution: Added a module option for Automatically Applying Payments that can be disabled

QuickBooks Online

  • Resolved: Vendor credit return posting incorrect journal entries

REST API

  • Resolved: Issues with Purchase Order custom fields
  • Resolved: Custom fields issues on Manufacture Order creation

UOM

  • Resolved: Make default UOM's, like Each, inactive did not remove them from the UOM list when creating new parts
  • Updated text for Abbreviation fields

User Group

  • Resolved: "See All Customers" user access right not limiting customers in the Product module, Customers tab

Xero AU

  • Resolved: "Unexpected error: Please reintegrate with Xero."

2021.6 - 6/10/2021

Highlights - 2021.6

New Features - 2021.6

Fixes - 2021.6

Client

  • Resolved: Unable to open multiple client instances on the same computer
  • Resolved: Login and logout issues that caused the client the freeze
  • Resolved: Chat box goes off screen for long messages

Company

  • Updated text for LDAP module options

CSV

  • Resolved: Null import error when importing blank UPC with the module option "Only allow numeric characters in UPC code" enabled
  • Resolved: Import issues when importing incomplete data in the UOM CSV import

Intuit Payments

  • Resolved: Error when taking a payment for a card already stored as a wallet

Manufacture Order

  • Resolved: Unissuing a Manufacture Order did not clear out the issue date
  • Resolved: Partially fulfilling a WO, the secondary WO doesn't auto commit inventory when that option is enabled
  • Resolved: Partially fulfilling a WO, the secondary WO doesn't pick from the correct location
  • Resolved: Finishing a WO/MO does not allow duplicate serial numbers for separate serial type tracking

Purchase Order

  • Resolved: Data not being saved after changing the date scheduled to the same date and choosing to update the line item dates

QuickBooks Online

  • Resolved: "Please balance your debits and credits" error when exporting bills

Receiving

  • Resolved: Currency showing USD for a multi currency order with the multi currency values

Sales Order

  • Resolved: Unable to save after fulfilling a service item that is part of a kit


Database Changes

  • Removed unused leadTimetoFulfill from the Part table

2021.5 - 5/13/2021

Highlights - 2021.5

New Features - 2021.5

Fixes - 2021.5

Accounting

  • Resolved: Errors in export due to voiding items in receiving

Database

  • Resolved: QtyOnOrder view not matching On Order quantity in Inventory Module

CSV

  • Update instructions text for the Bill of Materials Details CSV
  • Resolved: SO Details and SO CSV's do not check for duplicate vendor names

Customer

  • Resolved: Tax exempt checkbox and number field showing available in the new customer wizard in Canadian databases

Gmail Integration

  • Resolved: Old Fishbowl Logo showing on the final integration step

QuickBooks Desktop

  • Resolved: Export error's on misc items

Part

  • Resolved: Able to add tracking to default return as Part

Purchase Order

  • Resolved: Ability to edit qty/cost during Auto PO on the "No Vendor" step

REST API

  • Updated the Purchase Order search CompletedTo/From to FulfilledTo/From
  • Resolved: Server Connections screen not updating for REST users on login and logout

Vendor

  • Resolved: Vendor Last Cost not updating the Last Date when cost is updated

2021.4 - 4/15/2021

Highlights - 2021.4

New Features - 2021.4

Fixes - 2021.4

API

  • Resolved: Calls not setting the userid on the REVINFO table

Client

  • Resolved: Inactivity causing the client application to become unresponsive

CSV

  • Resolved: EDI Shipping blank export due to Null error
  • Resolved: Sales Order CSV instructions text update
  • Resolved: Locations import running slow when importing 1000's of location for a single location group
  • Resolved: Slowness when importing the Receiving Data import

Custom Fields

  • Resolved: Slowness with custom lists

Part

  • Resolved: Issues changing the default return as part when duplicating an outsourced part

Picking

  • Resolved: Pick Location selection issue across multiple locations

Product

  • Resolved: Product Module Sort by Product Type sorting issue

Purchase Order

  • Resolved: Unable to unissue Purchase Order after voiding receipt
  • Resolved: Outsourced PO item Null error
  • Resolved: Auto PO location group reordering issue

QuickBooks Online

  • Resolved: Receiving holding account entry not being reversed upon fulfill
  • Resolved: Purchase Order journal entries should set the class for the line item and not the order class

QuickBooks Online - Australia

  • Resolved: Imbalance and rounding issues

QuickBooks Online - Canada

  • Resolved: Query Parse Export error on Invoice

Receiving

  • Resolved: Discrepancy between multi-currency subtotal and billed total

Reports

  • Resolved: Sales By Rep BI Report - Not including discounts
  • Resolved: Inventory Availability Report - Available to Pick calculating incorrectly

REST API

  • Resolved: Blank error for Purchase Orders with tax rate of none on Non-US databases
  • Resolved: Documentation for QB Class listing as option but it is being required
  • Resolved: Inconsistencies between Purchase Order and Purchase Order item Tax Rate references on the documentation

RMA

  • Resolved: Null error when creating a Return and not verifying by order

Work Order

  • Resolved: Seemingly random quantities when splitting repair Work Order lines


Database Changes

  • Updated Customer.note field to be varchar(256)
  • Updated Vendor.note field to be varchar(256)
  • Created Notification table
  • Created NotificationType table

2021.3 - 3/11/2021

Highlights - 2021.3

New Features - 2021.3

Fixes - 2021.3

Checkout

  • Resolved: Null error when fulfilling a credit return

CSV

  • Resolved: Bad error message for duplicate abbreviation when importing the UOM csv
  • Resolved: Imported discount amounts not coming in properly for multi currency customers

Customer

  • Resolved: Customers with stored wallets not loading due to missing icons

Database Update

  • Resolved: Database update failure due to multiple shipping invoice reports

Installer

  • Resolved: Inability to install a Client Only version due to license key requirement
  • Updated the installer to exclude the webapp folder on Client Only installs

Kits

  • Resolved: UOM UI conversion error when editing quantities on a Sales Order

Linux

  • Resolved: Notification animation causing the client to lock up
  • Resolved: Environments without a system tray unable to see server window

Purchase Order

  • Resolved: Line item notes not saving on partial or fulfilled status line items
  • Resolved: Unissuing a PO does not clear out the date issued
  • Resolved: Unissuing a PO does not change the Last Modified info

QuickBooks Desktop - Canadian

  • Resolved: Issues with Sales Receipts vs Invoice/Payment creation on export
  • Resolved: Rounded cash transactions not exporting the amount on sales receipts

QuickBooks Online

  • Resolved: Business Validation error on export
  • Resolved: Jobs imported from QuickBooks Online creating new job entries on export

Receiving

  • Resolved: Errors when receiving an outsourced item with a rejection

REST API

  • Resolved: Bad error message when updating an existing Purchase Order

Database Updates

  • Dropped dependencies on SOITEMTOMOITEM table
  • Module Table
  • Renamed “Shipping Label” to “Shipping Invoice”
  • PO Table
  • Added column IssuedByUserId int(11) default null
  • POStatus Table
  • Increased Name column to 20 characters
  • Added “Pending Approval” with id 15

2021.2 - 2/18/2021

Highlights - 2021.2

New Features - 2021.2

Fixes - 2021.2

API

  • Resolved: API not updating UserID on audit tables

Accounting Exports

  • Resolved: Issues causing the Mark as Posted function to fail

Client

  • Resolved: Auto logout caused the Sales Order module to lock up
  • Resolved: Auto logout not closing additional open windows (Advanced Searches, etc.)

Company

  • Updated text in Module Options

CSV

  • Updated instructions text on Part Cost import/export
  • Updated instructions text on Part UOM import/export
  • Resolved: Locations import no updating location types
  • Resolved: Sales Order CSV import does not transfer line item notes to the Work Order for Build to Order products
  • Resolved: "Duplicate Bill of Materials Option Group found" import error when modifying parts on the Bill of Materials

Custom Fields

  • Resolved: Long Text type custom fields not providing a scroll bar when needed

Intuit Payments

  • Resolved: A declined payment did not show the appropriate exception when taking a payment

Location

  • Resolved: Location type of a default location could be changed

Location Groups

  • Resolved: Inactive users showing in location group user section

Manufacture Order

  • Significant speed improvements to Advanced Search

Purchase Order

  • Resolved: Being able to search order custom fields without user access rights assigned

QuickBooks Online

  • Resolved: Part/Product/Item validation errors
  • Resolved: Updating customer details in Fishbowl erasing customer info in QuickBooks Online
  • Resolved: A miscellaneous sale not hitting the COGS Account when cost was added
  • Resolved: "Cannot Change who Customer Bills With" error when exporting customer job updates
  • Resolved: Missing classes on reconciled journal entries
  • Resolved: Partially shipped kits sending tax twice

QuickBooks Online AU

  • Resolved: Updating vendor info in Fishbowl erases banking info on export

Sales Order

  • Resolved: Price discrepancies when closing short a drop ship order
  • Resolved: Add button in Custom Work Order wizard not functional
  • Resolved: FedEx Shipping Tracking # link did not pull up the tracking on www.fedex.com
  • Resolved: Divide by zero error when partially shipping and closing short an order with a kit

Schedule

  • Resolved: Sorting issues when sorting the Last Run Time column

Shipping

  • Resolved: Shipping custom fields clearing out when saving with shipping through ShipExpress

Tax Rate

  • Resolved: View only rights still allowing users to edit tax rates

UOM

  • Updated text descriptions during the Add New UOM Conversion Wizard

Work Order

  • Resolved: Save dialog popping up when nothing was changed


Database Changes

  • Remove SOITEMTOMOITEM table
  • Added a new column to the MOITEM table for SOITEMID

2020.11.1 - 11/13/2020

Highlights - 2020.11.1
New Features - 2020.11.1
Fixes - 2020.11.1

Fishbowl Client

  • Connection security improvements

CSV

  • Issue: Customers CSV marks all contacts of a single type as default upon import
  • Resolution: The last record on the import for that contact type is selected as default
  • Issue: Vendors CSV marks all contacts of a single type as default upon import
  • Resolution: The last record on the import for that contact type is selected as default
  • Resolved: UOM CSV allows changes to read only UOMs

Picking

  • Resolved: Changing the Sales Order number does not update the Pick Number(s)

Purchase Order

  • Resolved: Unable to receive when an tracked outsource item is set to return as an non-tracked item

QuickBooks Online

  • Issue: Export issues when taking negative payments on a return Sales Order
  • Resolution: When taking a negative payment on a return Sales Order, an error message is now displayed with directions to take the payment in QuickBooks Online
  • Issue: Customers address information is updating based on Ship To address
  • Resolution: Updated customer update to update address information based on the Bill To or Main Office address
  • Resolved: Receiving Journal entry not being voided when using a specific process
  • Resolved: Null pointer on export

Reports

  • Resolved: TPS Report not accounting for split shipments
  • Resolved: Sales Backorder Report: POs in summary were not appearing on XLS/CSV exports
  • Resolved: Sales Order Summary: Date not displaying correctly when range is set to a single day

Sales Order

  • Speed improvements when quick fulfilling an order with a high number of items

Square

  • Resolved: Unable to integrate the payment gateway for the first time

Xero

  • Resolved: Tax Rate export issue with multi currency enabled

2020.10 - 10/8/2020

Highlights - 2020.10
New Features - 2020.10
Fixes - 2020.10

API

  • Resolved: AddSoItemRq getting a new Sales Order Number instead of using the order number supplied

Linux Installer

  • Resolved: Headless installer installing the Client Only

Manufacture Order

  • Resolved: The "Short Quantity" Auto Create option was creating orders for full order qty instead of what was short for Staged Bill of Materials

Purchase Order

  • Resolved: Automatically issue Drop Ship orders option not working with CSV imported Sales Orders
  • Issue: Auto PO location group class filter not showing expected data
  • Resolution: Clarified usage through user interface and logic changes

QuickBooks Online

  • Resolved: Export errors causing multi-currency orders to fail


Database Changes

  • Added CalCategoryId column to MoItem table

2020.9 - 9/17/2020

Highlights - 2020.9
New Features - 2020.9
Fixes - 2020.9

Avalara

  • Resolved: Quick Fulfill issues with service type items

CSV

  • Resolved: Historical Sales Order status triggers Build To Order settings on Bill of Materials
  • Resolved: Add Inventory CSV incorrect line # error
  • Resolved: Sales Order CSV errors when importing more than one order per file

Custom Fields

  • Resolved: Searching data in custom fields yielding inconsistent results

Email

  • Resolved: Email Address Book list included inactive users' emails

Installer

  • Resolved: Installer auto assigns too much server memory

Manufacture Order

  • Resolved: Finished Good rounding issues

Part

  • Resolved: Next Value column for Tracking only accepts single digit values

QuickBooks Online

  • Resolved: Full payment not being sent over for an order with multiple shipments
  • Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description

Receiving

  • Resolved: Tracking Numbers placed in the Shipping tab are unable to be copied
  • Resolved: Inconsistent Rounding for items added during the Add Item step of the Reconcile wizard

Reports

  • Resolved: Sales Order Taxes - Credit items showing $0
  • Resolved: Customer Purchase History - Filtering for Product Trees broken.
  • Resolved: Sales Backorder Report - Show PO not working.

Xero

  • Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description


Database Changes

  • Login column increased field size to 2048 on PaymentGateway table
  • Secret column increased field size to 2048 on PaymentGateway table
  • Added TotalTax column to PostSo table
  • Added TotalTax column to PostSoItem table

2020.8 - 8/13/2020

Highlights - 2020.8
  • Replaced the Dropbox module with the Icon.Fishbowl Drive.png Fishbowl Drive plugin
  • The Class field on a Sales Order is now sent to the LocationCode in Avalara
  • Added an option to remove the prefix of the order number sent to Avalara
  • Added an option to connect to a sandbox account for testing the Avalara integration
  • Added an option to send either the Customer Name or Customer Account Number to the CustomerCode in Avalara
  • Enhanced flow for drop ship, credit return and other non-sale type items when integrated with Avalara
  • Added an accounting module option to send shipping tracking numbers to the Sales Order and Accounting integration without needing to use Carton Based Shipping
  • Added option to import custom single level Bill of Materials on the Sales Order CSV import
New Features - 2020.8
  • Customer Jobs entered on the Customer CSV now inherit the parent customers address when leaving the address fields blank
  • Enhanced the VoidShipment API call to allow for unpacking a packed shipment
  • Separated User Rights in Sales Order for Void and Delete
  • Increased text type Part Tracking fields to allow for 256 characters
  • Optimized the Auto PO function
  • Updated Xero to send 4 decimal places for unit costs
  • Updated Xero to append original unit qty to the description field
  • Added green text to show payment processing for eCheck payment methods
  • Updated the GS1 Code field to display 0's and leading 0's
Fixes - 2020.8

Avalara

  • Resolved: Estimate button not sending the product code to Avalara
  • Resolved: Null error when quick fulfilling an order with an invalid zip code

CSV

  • Resolved: Part Product and Vendor Pricing import does not update length, width or height for Non-Inventory type items
  • Resolved: BOM import requires Part field for note type items

Checkout

  • Resolved: UOM Conversion errors
  • Resolved: CA version would not allow you to edit a line item

Custom Fields

  • Resolved: Required list type custom fields won't allow users to issue Purchase Orders with "Access right to issue order" enabled

Email Templates

  • Resolved: Email template carriage returns not working

Payments

  • Resolved: Issues taking eCheck payments with business type checking accounts

Picking

  • Resolved: 0 qty pick issues
  • Resolved: Selecting an alternate pick location with insufficient inventory and clicking Finish resets item back to Entered status

Reports

  • Resolved: Purchase Order Summary - PO# hyperlink broken
  • Resolved: Sales Backorder Report - Summary data not matching main items
  • Resolved: Customer Statement - Very old orders showing $0 price
  • Resolved: Packing Slip - Show Carton Info checkbox broken
  • Resolved: Packing Slip - Not showing all tracking
  • Resolved: POS Receipt - Rounding issues
  • Resolved: Batch Packing List by Date - Null error when trying to run report
  • Resolved: Margins Report - Displaying incorrect data when grouped by Product Tree

Reports Module

  • Resolved: Default search filters for MO Status set to All instead of All Open

Sales Order

  • Resolved: Duplicating a credit return resulted in a positive total price on each line item
  • Resolved: Duplicate Sales Order error when using an _ in the order number

Work Order

  • Issue: Disassembling a WO with a raw good that consumed 2 different lot #'s only adds 1 of the lot #'s to inventory
  • Resolution: When more than value of the same type tracking was consumed, the disassemble requires entry of the tracking to add to inventory

Xero

  • Resolved: "The line total does not match the expected line total" on Sales Order Export

Database Changes

  • Updated TrackingInfo.info and TrackingText.info fields to be varchar(256)

2020.7 - 7/9/2020

Highlights - 2020.7
New Features - 2020.7
  • Purchase Order Summary
  • Added options to hide/show headers, totals, and timestamp to make it more Excel friendly.
Fixes - 2020.7

API

  • Resolved: User access rights for viewing orders working opposite of expectation (GetSOSearchListRq)

Checkout

  • Resolved: Round Cash Transactions module option not working for home currency customers
  • Resolved: Default Customer module option doesn't save home currency customers

Custom Fields

  • Updated the URL custom field advanced search text box to allow for more characters
  • Updated the text custom field advanced search to search containing instead of an exact match
  • Custom Field changes now show on the Audit Tables

CSV

  • Resolved: Null error when importing the Location CSV
  • Resolved: Errors caused after Part and Product Renaming CSV fails on import

Locations

  • Resolved: Auto Create Locations creation failing when the number of location to create ends in 0 or is a factor of 10
  • Resolved: Location Num search does not filter results

Reports

  • Resolved: Sales Order Taxes - order tax not showing is AU databases
  • Resolved: Margins Report - Discounts duplicating when there are split shipments
  • Resolved: Lot History Report - Customer info not showing
  • Resolved: Packing Slip - Some backorders not showing
  • Resolved: Bill of Lading - Items weights were not being multiplied by the quantity
  • Resolved: Customer Purchase History - Price duplicating in some instances
  • Resolved: Customer Purchase History - Credit Return items showing a positive quantity

RMA

  • Resolved: RMA Tracking Search step in the New RMA Item wizard was missing

Sales Order

  • Resolved: Saving changes to an SO causing original pick to be deleted and recreated

Shipping

  • Resolved: Inactive Carriers show up in the Batch Shipment Wizard

Xero

  • Resolved: Export errors related to records containing an "&"
  • Additional changes to Xero integration to help with reconnecting error
  • Resolved: Export error causes the entire export to stop and fail

Database Changes

  • Added column on part tracking for GS1 code

2020.6 - 6/11/2020

Highlights - 2020.6
New Features - 2020.6
  • Shipment History Report
  • All columns now stretch with overflow.
  • Order Number and Ship To columns are wider.
  • Report Title can be modified.
  • Pagination will auto-hide when "Format Report for Exporting" is checked.
  • ABC Report
  • Updated to be more Excel-friendly.
  • Part and Description fields are in their own columns.
  • Qty and UOM fields are their own columns.
  • Added options to remove headers, totals, and timestamp.
  • Pagination will auto-hide when "Format Report for Exporting" is checked.
  • Report Title can be modified.
  • Bill of Lading
  • Modified design
  • More fields are editable including Seal #, Trailer#, NMFC, and Class.
  • Added options to display Third Party Bill To address and PRO Number.
Fixes - 2020.6

Avalara

  • Updated order total and tax line item names to match Avalara requirements

CSV

  • Resolved: Sales Order Details CSV doesn't have residential flag
  • Updated Custom Field Data CSV to include Pick
  • Resolved: Sales Order and Sales Order Details CSV's import sets carrier service to customer default when left blank
  • Resolved: Shipping Data CSV does not clear out the carrier service when the carrier is set
  • Updated Part CSV Instructions (Import/Export) to add POItemType
  • Updated Sales Order CSV export instructions
  • Updated Sales Order Details CSV export instructions
  • Resolved: Sales Order Details CSV error with updating historical status orders
  • Resolved: Sales Order CSV does not import residential flag correctly

Custom Fields

  • Resolved: Checkbox custom fields clear data when the name is changed
  • Resolved: Error when adding a new item to the RMA Issue custom list

Customer

  • Resolved: Customer combobox search searching containing instead of starts with

Picking

  • Resolved: Custom Fields on finished picks were still editable

Reports

  • Resolved: Tracking Report won't run when there's too much data. Added Count and Skip parameters.

RMA

  • Resolved: Cannot complete RMA wizard for substitutions

Sales Order

  • Resolved: Sales Order details tab, contact field, pulls from Bill To address while other fields pull from the Ship To address


Database Changes

  • Updates to Custom Field helper functions
  • Add SHIPNUMVIEW for UPS Worldship and FedEx Ship Manager integrations
  • Added customFields column to BomInstructionItem table
  • Added customFields column to WoInstruction table
  • Added customFields column to Location table
  • Updated CustomFieldsView to include BomInstructionItem, WoInstruction, and Location custom fields

2020.5 - 5/21/2020

New Features - 2020.5

IMPORTANT INFORMATION REGARDING FISHBOWL 2020.5 UPDATE:

Fishbowl 2020.5 introduces a new way of storing Custom Fields. This change also affects custom reports and plugins. If you have custom reports and/or plugins, please contact Fishbowl's Reports Team (reports@fishbowlinventory.com), Plugins Team (pluginsdev@fishbowlinventory.com), or the partner who built the plugin prior to updating to 2020.5 to make sure they continue working after the update.

  • Item History Report
  • The Qty field has been widened. It can now fit 6 digit numbers without wrapping.
  • Purchase Order Summary
  • Added Date Confirmed and Order Date Scheduled as date range options
  • Title can now be modified.
  • Minor cosmetic changes.
  • Work Order Summary
  • Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
  • Shipping Invoice
  • Added the option to hide/show Tax Code, Tax Amount, and Item Currency Tax columns for Australia and International versions.
  • Added an option to show carton details including shipment tracking numbers.
  • SO Report
  • Added an option to display the tax code name in place of "Sales Tax" in the totals section.
  • Title can now be modified.
  • WO Flag Report
  • Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
  • The selected date range now displays at the top of the report.
  • CC Receipt 3in
  • The receipt has been completely redesigned. A copy of the old receipt file can be obtained for free at https://store.fishbowlinventory.com/products/cc-receipt-3in-legacy.
  • Added an option to show/hide the signature name.
  • Added a customizable line of text at the bottom. It defaults to "Thank You!". Character limit is approximately 16-50 (depending on which characters are used).
  • MO Projected Cost Report
  • Added an option include/exlude WOs that are stages from the MO Total Cost.
  • Calendar Report
  • Added an MO filter. Only the WOs for the selected MO will show unless the filter is left blank.
  • Inventory Availability Report
  • Added an option to Show Parts with 0 Qty.
  • Pick Efficiency Report
  • Changed the User text input field to a combo box (drop-down list).
  • Part Allocated Report
  • Added an option to include drop ship items in Qty Allocated to SOs.
Fixes - 2020.5

Accounting

  • Added pop up message when selecting "Create a bill in {Accounting} after reconciling a receipt."

Bill of Materials

  • Resolved: Sorting part number column
  • Resolved: BOM Min/Max Variable Qty doesn't save without additional change

Checkout

  • Resolved: Error when cancelling payment when Auto Pack module option is enabled

CSV

  • Custom Field - Updated module name from SysUser to User
  • Custom Field - Updated the export sorting
  • Cycle Count CSV - Updated instructions pertaining to part tracking
  • Resolved: BOM/BOM Details import alters unchanged sort order
  • Resolved: Export and reporting a Purchase Order created by dropship Sales Order breaks the link between the orders
  • Resolved: Part Product and Vendor Pricing allowed updating the COGS account for Capital Equipment type parts

Custom Fields

  • Resolved: Required list-type custom fields can be saved without a value
  • Resolved: Values not saving for list-type when partially typing a value and selecting from the filtered list

Customer

  • Resolved: Customer save prompt after viewing a secondary address

Manufacture Order

  • Resolved: Search not showing "Multiple BOM's" for multiple Finished Goods

Picking

  • Resolved: Issues with module option for "Assign user to pick on finish"

Product

  • Resolved: Product details banner display issues

Purchase Order

  • Resolved: Customer/job not updating on receipt until PO is unissued and reissued.
  • Resolved: Being able to close short items created by dropship kit items
  • Resolved: Incorrect buyer name from Drop Ship Sales Orders
  • Resolved: Carrier Service doesn't carry through to Shipment for Credit Return PO's
  • Resolved: Order Fulfill or Line Fulfill removes carrier service from Shipping Tab

QuickBooks/Reckon

  • Integration compatibility improvements

Receiving

  • Resolved: Outsource parts costing layer issues when reconciling multiple times
  • Resolved: Blank error when reconciling consumed part
  • Resolved: Reconcile wizard showing the landed cost step when there is nothing to land into

Reports

  • Resolved: Part Barcodes Avery - label alignment drifts when part description is greater than 3 lines.
  • Resolved: Sales Order Taxes - The tax rate field does not stretch with overflow.
  • Resolved: Sales Order Taxes - Discounts showing a negative tax.
  • Resolved: Customer Purchase History - Duplicating discounts.
  • Resolved: Customer Purchase History - Qtys incorrect if split into more than one ship item.
  • Resolved: Margins Report - Product Tree filter not working correctly.
  • Resolved: Being able to edit tracking when receiving an outsourced item

Sales Order

  • Quicklist dropdown improvements
  • Resolved: Cost issues when changing from credit return to sale type

Server Administration

  • Added a confirm dialog to the database disconnect button

Shipping

  • Resolved: SO/PO Item descriptions no carrying over to shipping

Work Order

  • Resolved: Work Order item sort order not matching Bill of Materials sort order

Xero

  • Resolved: Class not exporting for SO reconcile journal entries

Database Changes

  • Added customField JSON field to BOM, Company, Customer, MO, PO, PoItem, Part, Product, RMA, SO, SoItem, Ship, SysUser, Vendor, WO, XO, Pick and BomItem tables
  • Removed the following tables: CustomDecimal, CustomInteger, CustomSet, CustomTimeStamp, CustomVarChar, CustomVarCharLong
  • Removed the CustomFieldAuditView
  • Added function to help with custom field queries: CustomFieldByName(customFields, “custom_field_name”)
  • Added function to help with custom field queries: CustomFieldByID(customFields, "id")
  • Updated CUSTOMFIELDVIEW
  • Updated ONTRACVIEW

2020.3 - 3/12/2020

New Features - 2020.3
Fixes - 2020.3

Auto PO

  • Resolved: Parts with sufficient quantity showing to be ordered

Bill Of Materials

  • Resolved: BOM Instructions missing browse for URL

Fishbowl GO

  • Resolved: Error caused by a part stored in pounds being consumed in ounces on WO

Imports

  • Resolved: Spaces not being trimmed from beginning or end of column Headers
  • Resolved: Unable to import kits with option groups or discounts
  • Resolved: Importing a kit on the Sales Order CSV with only the kit header will show part cost as $0
  • Resolved: Importing the PPVP for an existing part with only the required columns will overwrite Tax Codes to blank (AU)
  • Resolved: EDI Shipping Export exporting the SO number instead of the shipment number
  • Resolved: Incorrect line number errors on WO Steps CSV import
  • Resolved: Incorrect line number errors on BOM Instructions CSV import
  • Resolved: Incorrect line number errors on BOM Details CSV import
  • Resolved: Incorrect line number errors on Kit Items CSV import
  • Resolved: Incorrect line number errors on SO Details CSV import

Monitor

  • Resolved: Displayed negative available quantity

Pricing Rules

  • Resolved: Using Adjust Prices wizard only updating the first 100 records

QuickBooks Desktop

  • Re-integration improvements

QuickBooks Online

  • Issue: Discount Account mappings not overriding the Integration Default Mappings
  • Resolution: Disabled the dropdown in Discounts to select specific accounts

Reports Module

  • Resolved: Report module wouldn't load after getting logged out for inactivity until you exit and restart the client

Sales Order

  • Resolved: Return SO's from RMAs do not take BOM adjustments into account
  • Resolved: Sales Order not refreshing after voiding a shipment

Shipping

  • Resolved: Layout changes not saving

User

  • Resolved: Errors when logging in with a User whose default location group was inactivated

XERO

  • Resolved: Connection error when trying to reintegrate

2020.2 - 2/20/2020

Highlights - 2020.2
New Features - 2020.2
  • Shipping Invoice
  • Title is now modifiable. Proforma and Invoice titles can be changed separately.
  • Downsized the font on the item list. The report can now display more items per page.
  • Work Order Flag
  • Now displays calendar categories.
  • Added options to filter by, sort by, and hide/show categories.
  • Title can now be modified.
  • Work Order Summary
  • Now displays calendar categories.
  • Added options to filter by, group by, and hide/show categories.
  • Added an optional Location Group column.
  • Title can now be modified.
  • Work Order Traveler
  • This report has been completely redesigned.
  • Changed to portrait and downsized the font to make room for many more items on a page.
  • Now displays calendar categories.
  • Added option to hide/show categories.
  • Title can now be modified.
  • BOM Instructions no longer display on their own page.
  • Manufacture Order Traveler
  • This report has been completely redesigned.
  • Changed to portrait and downsized the font to make room for more WOs per page.
  • Now displays calendar categories.
  • Added option to hide/show categories.
  • Title can now be modified.
  • Export Summary
  • Added "Apply Date Filter" option. The date range can now be set to look at either Date Posted or Item Date Fulfilled.
  • Purchase History
  • "Apply Date Filter" titles have been changed to reflect the names in the client.
  • Report title has been changed to "Customer Purchase History".
Fixes - 2020.2

Authorize.net

  • Resolved: Payment Gateway integration being removed after deleting a payment that was taken before integrating with Authorize.net

Checkout

  • Resolved: No prompt to print the invoice after selecting Invoice payment method

CSV Import/Export

  • Resolved: Users create from CSV import would not show in dropdown lists until after a server restart
  • Resolved: Generic Shopping Cart CSV missing QB Class column
  • Resolved: Yahoo Shopping Cart CSV missing QB Class column
  • Resolved: PO as SO export blank error because of missing QB Class column
  • Resolved: Receipt Item unit cost showing $0 when PO was created via CSV
  • Resolved: Add Inventory XLSX import error with 3 or more decimal digits
  • Updated Part Product & Vendor Pricing import instructions to specify that the Asset Account column maps to the expense account field for non-inventory parts
  • Resolved: Tooltips & CSV instructions showing incorrect character limits
  • Resolved: Importing locations requires a server restart to show in lists
  • Resolved: Part Product & Vendor Pricing import allowed non-inventory type parts to have tracking assigned
  • Resolved: Using Part Cost CSV to update costs on databases not using average cost caused accounting export errors

Customer

  • Resolved: Null error when trying to save a customer when the address and contact information was added and then the address was deleted

Dropbox

  • Resolved: Error when opening a file uploaded for a Work Order

Fishbowl GO

  • Resolved: Receiving clears out customer/job field on receipt item

Installer

  • Resolved: Linux installer errors
  • Auto-updater optimizations

Inventory

  • Resolved: Moving an item with a serial number containing "%" causes an error

Locations

  • Resolved: Null error when deleting non-required location

Location Groups

  • Resolved: Creating a new Location Group requires a server restart to show locations in lists

Manufacture Order

  • MO to PO speed improvements
  • An MO with multiple WO's for the same BOM will display the BOM number in the search instead of saying "Multiple BOMs"
  • Resolved: Inability to pick higher level WO when deleting a lower level stage on a multi-stage order

Picking

  • Resolved: Finished pick item status orb shows green circle instead of a checkmark
  • Resolved: Splitting Work Order picks causing decimal eaches

Purchase Order

  • Resolved: Deliver To on CSV import not being accessible in the client
  • Changed PO Item Details "Outsourced" field label to "Returning As"

Receiving

  • Resolved: Modifying a consumed RG's serial number when selecting Finished Good tracking from consumed tracking caused a blank error

Sales Order

  • Resolved: Sales Order CSV attachment being blank or missing when sending Purchase Order emails
  • Resolved: Payment Receipt module option set to none still tries to print receipt

Shipping

  • Resolved: Paid stamp not showing because of rounding errors
  • Resolved: Shipping an item with a serial number containing a "\" caused an error
  • Resolved: Voiding a shipment with Carton Based Shipping turned on removes all manually added shipping type line items

QuickBooks Desktop

  • Resolved: Customers without a set country not importing state into Fishbowl
  • Resolved: Partial fulfillment with multiple subtotals export issues
  • Resolved: Suspense account type would break the export/integration (UK version)

QuickBooks Online

  • Resolved: Part/Product assigned accounts not overriding integration default account mappings

XERO

  • Resolved: Classes not being included on journal entries in certain situations
  • Resolved: Vendor credit journal debiting inventory asset rather than crediting it
  • Resolved: Export rounding errors
  • Issue: "Invoice # must be unique" error when fulfilling 2 different drop-ship items on the same order
  • Resolution: Added module option to add a unique ID to the order number
  • Resolved: "The line amount cannot be zero or empty" export error

Database Changes

  • Added column PART.DEFAULTOUTSOURCEDRETURNITEMID
  • Added column PART.DEFAULTPOITEMTYPEID
  • Dropped table PLUGINDATA_AUD
  • Also added 'Cancelled' status id's for SO and SO Item (85 and 75 respectively)
  • Updated the following fields to size 60
  • SO.billToName
  • SO.shipToName
  • SHIP.shipToName
  • PO.shipToName
  • PO.remitToName
  • XO.shipToAttn
  • XO.fromAttn