Release Notes

• Instructions for updating Fishbowl to the latest version can be found in Update Fishbowl.
  
• Release Notes for older versions are found in the Release Notes archive.
• Upcoming features are found in the Road Map.

2019.6 - Scheduled Release Date - 6/13/2019

Highlights - 2019.6

• Classes now export to Xero categories
• Module option in class to name classes / categories

New Features - 2019.6

• Fishbowl GO iOS now directs users to pick when loading a work order that doesn't have a completed pick
• Improved scanning using the device camera in Fishbowl Go
• Cycle count via Fishbowl Go now includes customer:job and notes
• Add Inventory via Fishbowl Go now includes customer:job
• Carrier service is now displayed on a shipment in Fishbowl Go

Fixes - 2019.6

Calendar

• Issue: Deleting calendar categories that have associated children categories doesn't change the children categories.

• Resolution: Deleting a parent category moves all children up one level to the place of the former (deleted) parent.

Card Connect Integration

• Improved the error message when processing a card fails due to declined cards

Product

• Issue: Error can occur when saving a new product and auto fill Cartons is enabled.

• Resolution: Auto fill and product creation are harmonious again.

QuickBooks Desktop Integration

• Issue: exporting multiple jobs with the same name that are associated with different customers causes an export error for the orders, but creates the customers and jobs fine.

  Resolution: Invoices now post correctly.

Reconcile

• Issue: Current quantity and reconciled qty can record differently in some instances.

• Resolution: Query now casts to big Decimal.

RMA

• Issue: RMA created date field isn't always saved when it's the only change made on the RMA.

• Resolution: Dirty flag is set on change.

UOM

• Issue: Typo in the 3rd step of the UOM creation, the word "character" needed an s.

• Resolution: we added the s.

User

• Issue: Attempting to delete a user that is in use as an assigned user on a work order displays a "null" error.

• Resolution: Error message now clarifies the constraint in deleting the user.

Work Order

• Issue: Adding a labor item with time in minutes and a conversion to hours can cause an error.

• Resolution: UOM conversion now allows for finish on these orders.

• Issue: Work order search BOM number is blank for custom BOM's.

• Resolution: It works again.

• Issue: Work order dateFirstReady isn't being set when steps are skipped in the instructions process.

• Resolution: we set it now.

2019.5.1 - 5/10/2019

• Released an update to address an issue with the sales order csv import item header data.

2019.5 - 5/9/2019

Highlights - 2019.5

• Fishbowl GO work order module now includes work order steps \ instructions.

New Features - 2019.5

• Shipping module option to warn users on pack and ship steps if an order has NOT been paid.
• Module option in Shipping to show the PAID stamp when an order has been paid in full.
• A new report was created that displays the work order instruction steps.
• Added a CSV import/export for work order instruction steps.
• Work order steps can now be loaded via the API.
• The width of the Reconcile wizard was increased to allow for more columns to be displayed.
• Customer part numbers are now included when creating a credit return sales order.

Fixes - 2019.5

General

• Updated the way that Fishbowl closes MySQL connections to improve speed and performance.

Carrier

• Issue: Adding a carrier service doesn't save correctly - creating and then attempting to use on an order causes an error.

• Resolution: Service now saves correctly.

CSV Import \ Export

• Issue: Product Tree Category CSV path with spaces before the ":" character do not find the parent category correctly.

• Resolution: spaces are trimmed so the path can be found accurately.

• Issue: Sales Order Details Fulfillment date exports blank instead of the the scheduled date.

• Resolution: Scheduled date now exports in the column correctly.

• Issue: Sales Order import sets the order issue date even if the order has not been issued.

• Resolution: Date is only set when the order status is issued.

• Issue: Sales Order Details import sets the order issue date even if the order has not been issued.

• Resolution: Date is only set when the order status is issued.

Manufacture Order

• Issue: Labor items are not posting cost correctly to accounting.

• Resolution: Cost is now correctly sent to accounting.

• Issue: Notes field is not disabled when there is not an order loaded.

• Resolution: Notes field is now loaded when an order is selected.

• Issue: Entering exactly 5 lines of note data on an issued order causes an anomaly in the display with resizing issues.

• Resolution: Resizing resolved.

Part

• Issue: Auto ROP wizard "Safety Stock" is not capitalized correctly.

• Resolution: We FixeD it...

Picking

• Issue: Picks created from move type transfer orders update the destination location of items that were already picked if the location group for the pick is changed while the pick is in progress.

• Resolution: Finished items are no longer changed when they shouldn't be.

Purchase Order

• Issue: Vendor part numbers don't display correctly on the purchase order item details window in certain instances.

• Resolution: Display is working again, sorry.

Receiving

• Issue: Reconciling an items that has a UOM conversion from each to a 100 count quantity, using the 100 count UOM and then reconciling incorrectly sets the cost too high.

• Resolution: Cost and count are correctly stored and recorded through UOM conversions.

RMA

• Issue: Selecting "send" is marking items as taxable even when they are non taxable.

• Resolution: tax is correctly set when "sending" the RMA.

Sales Order

• Issue: Build to order bill of material created from a sales order isn't auto-committing finished goods for picking.

• Resolution: Finished goods are now auto-committed correctly.

• Issue: Sales order not paid warning still continues if you click the "x" to dismiss the dialog box.

• Resolution: Window now closes correctly.

Shipping

• Issue: Shipping a non-inventory part, voiding the shipment and then re-shipping resets the COGS to $0.

• Resolution: COGS value is now properly maintained.

• Issue: Updating the carrier service in the ship module also updates the carrier service on the sales order.

• Resolution: Shipment no longer modifies the sales order.

User

• Issue: Attempting to delete a user that has saved GUI properties causes an error.

• Resolution: GUI properties file is now deleted too.

• Issue: Shipping an order as a user, then attempting to delete the user causes an error.

• Resolution: Error message now accurately explains when a user cannot be deleted.

User Group

• Issue: User Groups with access to the BI Reports view and/or edit settings access don't open.

• Resolution: User groups can be accessed again. sorry.

Canada Edition

• Issue: Sales order import that includes a kit sets tax codes above the kit incorrectly.

• Resolution: Tax codes are set correctly above and below kits on orders now.

New Zealand Edition

• Issue: Creating a new database doesn't set the home currency to NZD by default.

• Resolution: Home currency is now set to NZD by default on database creation.

2019.4 - 4/11/2019

New Features - 2019.4

• Module Option to define acceptable date range with warning when user entered date falls outside specified range.
• Notification when adding inventory with no cost to ensure the user wants a $0 valuation on the item(s).
• Purchase Order CSV template now includes purchase order item custom fields.
• Picking Advanced search now includes an option to filter by carrier service.
• Vendor Cost Rules are now stored in vendor currency to support multi-currency vendor purchase management.

Fixes - 2019.4

General

• Fulfillment date has been renamed to Date Scheduled in messages, user interface labels and search panels.

Card Connect Integration

• Entering an incorrect merchant ID (MID) still allows for integration to be completed (albeit with an error) and subsequent payments seemingly processed.

• Resolution: Error now displays both on integration and each attempted transaction informing the user that the administrator must reintegrate.

CSV Import \ Export

• Issue: Partial receipt of items on a multi-currency purchase order using the receiving data import causes the multi-currency cost to inflate.

• Resolution: Cost is now properly stored and recorded using the import file.

• Issue: Importing a file with an invalid date displays an unclear error message.

• Resolution: Error message has been updated to be more descriptive.

• Issue: Receiving data allows for an over receipt of outsourced items.

• Resolution: Validation of outsourced items now checks the original order.

• Issue: AU orders - Sales order import with "amount includes tax" isn't calculating properly.

• Resolution: tax amount is properly calculated.

Custom Field

• Issue: Advanced search does not properly return information when filtering by date type custom fields.

• Resolution: Data is now filtered correctly once more.

Manufacture Order

• Issue: Pasting a note that exceeds the default size of the display causes a visual issue with the note field.

• Resolution: Note area is now accepting of large text amounts without creating a viewing issue.

• Issue: Adding a note item to the BOM on the WO Details tab of the MO, then saving, then adding a BOM to the MO and issuing the order then using arrows to move items and saving moves note back to start position.

• Resolution: Moving note items is now properly recorded.

• Issue: Auto MO displays a negative quantity in some cases.

• Resolution: Only positive numbers and actual demand are displayed.

• Issue: Auto MO filter to select a location group still creates the order for the user default location group, not the selected location group.

• Resolution: Orders are now associated with the filtered location group.

• Issue: Manufacture items are not created on BOM sort order like they should be.

• Resolution: Sort order is now referenced when creating the order.

• Issue: Adding a repair item in the WO details tab causes an error.

• Resolution: error resolved. Sorry about that...

'QuickBooks Desktop Integration

• Issue: Integrating using Fishbowl created accounts, deleting the cost variance account in QuickBooks and then attempting to export causes an error but doesn't display a clear error message.

• Resolution: Error message now includes the detail that includes information on why the error occurred.

• Issue: Error message when invoice can't be created shows as a parse xml error instead of the actual error message, requiring the stack trace to be read to understand the error.

• Resolution: Error message now displays as it should. Error still occurs, but the message indicates why it happened.

• Issue: Posting a payment to QuickBooks has the potential to possibly error on export in some cases.

• Resolution: Posting now aligns the payments and orders differently.

QuickBooks Online Integration

• Issue: exporting sales orders and purchase orders causes an error when the order number exceeds the limit allowed. Exceeded amounts were reported from appended shipment numbers (-1,-2,-3).

• Resolution: Order numbers are truncated to remain within the QBO maximum limit accounting for appended characters associated with multiple shipments.

• Issue: Reconcile journal entries are defaulting to the date they export.

• Resolution: Date is set to the bill date by default.

• Issue: Exporting an order with sales tax when QB doesn't have tax enabled causes an "unset" error message.

• Resolution: Improved error message now includes detail.

QuickBooks Online Integration

• Issue: In certain conditions an entry may be sent with no cost on a work order entry and this causes a "transaction out of balance" error.

• Resolution: text on error has been updated to offer more description as to why the entry (and potential error) occurred.

• Issue: Occasionally, error messages are not properly displayed in the interface causing a search of the stack trace to understand the issue.

• Resolution: Message text has been updated.

Receiving

• Issue: Changing the unit cost of an item in receiving can sometimes revert to the original cost when tabbing out of the field.

• Resolution: Cost is persevered when focus leaves the field.

Reports

• Issue: Item History Report doesn't run correctly.

• Resolution: Jasper file has been placed in the correct directory and it works better now. Sorry about the inconvenience.

Sales Order

• Issue: Adding a discount to an order won't allow the order to be saved if another discount with a similar value or name exists (i.e. 5% and 50%).

• Resolution: discount duplicity issues have been discontinued.

• Issue: SO to PO isn't using the purchase order default phone or email information.

• Resolution: Contact information is now being utilized when SO to PO orders are created.

Server Administration

• Issue: Restoring a database isn't using the last file path if the the eve.properties file no longer exists.

• Resolution: Restore uses last known path when known.

• Issue: databases with a trailing "\" character don't update.

• Resolution: Additional characters are ignored for update process.

Shipping

• Issue: Carrier service reverts to the previous selection when attempting to save the field blank.

• Resolution: Saving a blank entry is now possible once more.

Transfer Order

• Issue: The "To Receive" button is enabled for move type orders.

• Resolution: button now checks the order type.

Vendor

• Issue: Setting the vendor last cost to a value that includes more than 2 decimal places does not save and use the full value, it's rounded to the 2 decimals.

• Resolution: Vendor cost is now utilizing the full value that is saved on the vendor part record.

• Issue: Advanced search field for state dropdown is misaligned with other fields.

• Resolution: fields now properly align.

• Issue: Cost rules don't clear out when closing and re-opening the module.

• Resolution: Cost rules now clear correctly when closing the module.

Work Order

• Issue: BOM with a note item included in the items won't create a work order.

• Resolution: Note items are all good on work orders once more.

• Issue: Configuration tab shows multiple repair items for a single repair item.

• Resolution: Display now correctly shows the single item.

Xero

• Issue: Posting a vendor credit return with multi-currency in Australia errors out on export.

• Resolution: vendor credit is now posting again.

---

2019.3 - 3/14/2019

Highlights - 2019.3

• Avalara integration improvements

• Update to latest API version
• Option to connect using username and password or key
• Posting data automatically truncates data when necessary
• Quick Fulfill now supported
• Improvements to dropship process
• Discounts are now calculated to the order or line
• Improvements to Address validation process
• Integration and warning messages have improved detail

New Features - 2019.3

• Module option to label BOM instructions tab to a user defined field up to 25 characters.
• Option to not advance steps in the work order finish wizard.
• Option in Company module options to commit each CSV import line as the file progresses.
• Company module option to display the company website on reports.
• Customer PO field added to the Fishbowl Checkout Details tab.
• Manufacture Order advanced search user field converted to a drop down field.
• Transfer order advanced search buttons have been updated to align with other search panel sizes.
• Transfer order module now includes a "To Receive" button to quickly navigate to the receipts.
• Tooltip added to shipping cost field in cartons detail panel to clarify the cost.
• Ability to edit the Customer PO field on the sales order after the order has been fulfilled (user rights apply).
• Customer contact data column character limit is now set to 256 characters.
• Fishbowl Checkout splash screen and images updated from TM logo to R logo.
• Four new built-in reports: Available to Build, Reverse Lot History, Item History, and Work In Progress.
• Access right to access custom field data on sales order and purchase order.

Fixes - 2019.3

Accounting

• Text changes made to location text, bill of materials and inventory quantities messaging.

Avalara

• Error messages text has been updated to make more readable.
• Invalid address error message has been improved to no longer reference an estimate.
• Issue: Orders with both sale and credit items that are fulfilled multiple times posts credits multiple times in some scenarios

• Resolution: Orders no longer duplicate the post of credit items.

CSV Import and Export

• Issue: Part Product renaming import is updating the part cache list before committing the changes, potentially causing scenarios with parts lists that are not in sync

• Resolution: Cache updating is done after successful import and commit to the database.

• Issue: Updating part standard cost on part import is not updating the part cache list before committing the changes, potentially causing scenarios with parts lists that are not in sync

• Resolution: Cache updating is done after successful import and commit to the database.

Dropbox

• Issue: Access rights for Dropbox integration are not editable.

• Resolution: Rights can now be set again.

Manufacture Order

• Issue: Manufacturing an item with a different UOM than the storage UOM for the part creates the wrong quantity finished good.

• Resolution: Finish process now accounts for UOM variation to correctly create the specified and intended number of finished goods.

Part

• Issue: Auto ROP calculator doesn't calculate reorder points when the filtering date range is set to all and ROPs are to be generated by Location Group.

• Resolution: Calculations now return correctly.

• Issue: New part wizard hides the custom field step of the creation after a user selects "don't show this step again" on previous screens.

• Resolution: Applicable screens are still shown after selecting the "do not show again" option.

Picking

• Issue: Changing the location when committing inventory doesn't recalculate the pick quantity correctly.

• Resolution: Changing the location properly updates.

Purchase Order

• Issue: Right clicking and deleting a purchase order item prompts automatically for the next item.

• Resolution: Deleting an item no longer auto prompts to continue.

Receiving

• Issue: Reconcile wizard doesn't properly launch the new pard wizard when attempting to create a new part when reconciling and adding items.

• Resolution: New part wizard properly launches again.

Reports

• Inventory Availability by LG

• Added an option to "Show Parts With Zero Quantity".

• Customer Statement

• Added the option "Due Date Includes Net Days". When selected, and if the order has Net type payment terms, the net days will be added to the date selected in "Add Net Days To:" and displayed in the Due Date field.
• Added an option to "Show Payment Terms".

• On Hand By Product Tree

• Added an option to "Show Inactive Parts".

• Issue: Sales Backorder Report displayed an incorrect header.

• Resolution: "Fulfillment Date" was changed to read "Date Scheduled".

Schedule

• Issue: Editing schedule settings on an existing task doesn't update or save if you only update report parameters.

• Resolution: Editing now saves the report parameters correctly.

Fishbowl Checkout

• Issue: When multi-currency is enabled, customer doesn't display in drop down if there is a currency rate on the customer.

• Resolution: Customers with the same currency as home currency are visible.

Fishbowl Go

• Issue: Attempting to finish a work order causes an error.

• Resolution: Work orders can now complete once more.

Database Changes - 2019.3

Table: Contact Field: datus – size increased to 255

Table: GuiProperties Field: properties – increased size to LongBlob, no longer truncating settings

---

2019.2 - 2/14/2019

Highlights - 2019.2

• Ability to push updates and patches without a full cycle release.

New Features - 2019.2

• Option for hosted instances of Fishbowl to auto advance when server alerts and popups appear.

2019.1 - 2/5/2019

Highlights - 2019.1

• Created a new Work Order module

• Steps\instructions from bill of materials to complete a work order
• User access rights with manager override to complete work orders
• Improved finish work order wizard with auto advance functionality
• Multi Select to start and assign users
• Custom fields added to work orders
• Memo tab added to work orders

New Features - 2019.1

• Updated to the latest version of the Authorize.Net SDK for card processing
• Database creation \ restoring now replaces spaces with the underscore character (_) when creating

Fixes - 2019.1

General

• JxBrowser component has been updated to the latest point release to resolve an issue where values in drop down lists cannot be selected.

CSV Import \ Export

• Issue: BOM Details import BOM description populates the description, item description doesn't do anything.

• Resolution: Import now sets the item description.

• Issue: Part & Product Renaming import causes an error when attempting to import any existing part with no new part number or old product number.

• Resolution: Import now accounts for parts that the number doesn't change.

• Issue: BOM import clears instructions unintentionally.

• Resolution: Import preserves instructions.

Forecast Module

• Issue: Credit return items are being added into the quantity used calculation, not subtracted as they should.

• Resolution: We hopefully have all the maths adding up correctly now, sincere apologies on the mistake.

Location Group

• Issue: Removing location group access from an existing user and saving displays a null error.

• Resolution: Removing location group(s) from a user is working correctly once again.

Manufacture Order

• Issue: Quick fulfill function is enabled after the order has already been fulfilled.

• Resolution: Button is now disabled once the order has been fulfilled.

• Issue: Issuing an order, picking, then voiding the pick displays an incorrect status on the manufacture order.

• Resolution: Order status is now refreshed correctly.

• Issue: Duplicating a manufacture order without having the order number auto assign enabled, causes an error and attempts to utilize the original order number.

• Resolution: Duplicating the order now displays a descriptive error to assist the user in correcting the issue.

Picking

• Issue: Some users are experiencing slow responses when loading and saving picks.

• Resolution: Optimizations to the way picks are loaded and saved have been made.

Reports

• Purchase Order Report

• Added Ship Service as a display option.

• Sales Order Report

• Added an option to "Show Order Notes".

• Sales Order Taxes

• Added the ability to select the date field upon which the report filters (Apply Date Filter).

• Sales by Count

• Report now displays the date range.

• Packing List

• Added an option to "Show Order Notes".

• Issue: Kit report run as a scheduled task causes an error.

• Resolution: Report should now allow for scheduling.

• Issue: The BOM instructions sub report was not included in the release, sorry.

• Resolution: Sub report has been added as it should be.

• Issue: The Shipping Invoice was displaying a negative tax on discount items when they were set to taxable.

• Resolution: The report now shows 0 tax in this scenario.

• Issue: The Purchase Order Report was no longer displaying the Vendor Account # even when the box was checked.

• Resolution: Vendor Account # has been restored.

• Issue: The Product Yield report was showing an incorrect Finished Good quantity when there are multiple FGs and when filtered by a specific WO number.

• Resolution: Finished Good quantity is now correct in this scenario.

• Issue: Inventory Allocated to Work Orders: The WO # hyperlink was broken.

• Resolution: WO # number hyperlink now opens the specific order in the new Work Order module.

• Issue: RMA Report: Resolution field cuts off when there are too many characters.

• Resolution: If the contents of the Resolution field don't fit on one line it will wrap to the next line.

Shipping Terms

• Issue: Creating a shipping term displays a null error.

• Resolution: Shipping term creation should be ship shape once again.

Transfer Order

• Issue: Duplicating a transfer order without having the order number auto assign enabled, causes an error and attempts to utilize the original order number.

• Resolution: Duplicating the order now displays a descriptive error to assist the user in correcting the issue.

Fishbowl Checkout

• Issue: Deleting a customer from the customer selection combo box causes a null error.

• Resolution: Error has been resolved and users are allowed to select customers as needed.

Fishbowl GO

• Issue: Fulfilling a work order via GO removes the wo start date on completion.

• Resolution: Work order start date is preserved on fulfillment via GO \ the API.

Database Changes - 2019.1

• WoItem Table

• Added oneTimeItem column

• Created WoInstruction table

2018.12 - 12/13/2018

Highlights - 2018.12

• Bill of materials "instructions" have been updated to allow users to create "steps".

New Features - 2018.12

• New Schedule tab on the work order
• Work order start date is now displayed on the Schedule tab of the work order
• Manufacture Order module option to always us the multiple finished good step on work order finish
• Adding tracking on multiple finished good step shows text instead of "...", tooltip also shows tracking information
• Adding a new finished good can be completed on the finished good step
• Adding a custom manufacture order now asks for raw and finished goods in the order creation wizard
• Manufacture order "WO Details" tab is not visible when empty, orders must be issued before it displays data
• Manufacture order "Materials" tab has been renamed to "Configuration"
• CSV Import/export search now allows for partial name search and abbreviations like PPVP
• Shipping data CSV now includes the carrier\service as an available column
• CSV Import \ Export for bill of materials now includes a single header format called Bill of Materials Details.
• CSV Import \ Export for bill of materials instructions.

Fixes - 2018.12

General

• Improved server startup time for databases with large customer lists.

BI Editor

• Issue: Delete button is inactive after creating and saving a new script until the tab has been reloaded.

• Resolution: Delete button remains active.

CSV Imports \ Exports

• Issue: Generic shopping cart contact name on sales order shows blank instead of pulling the customer.

• Resolution: Customer contact now populates on the sales order.

• Issue: Partially receiving via the Receiving data import sets the billed cost incorrectly.

• Resolution: Billed cost should now be set accurately.

• Issue: Purchase order import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Sales order import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Sales order details import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Customer import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Users import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Product import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Kit Items import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Part import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Bill of Materials import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Transfer order import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Purchase order import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Part, Product and Vendor Pricing import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Vendors import doesn't validate data in required custom fields.

• Resolution: Required custom fields now check to ensure that data is present.

• Issue: Sales order import customer contact shows as required on instructions, but is not.

• Resolution: Instructions have been updated to correctly reflect that contact is not required.

• Issue: Purchase order import vendor contact shows as required on instructions, but is not.

• Resolution: Instructions have been updated to correctly reflect that contact is not required.

• Issue: Part import active column imports parts as inactive when left blank.

• Resolution: Leaving the column blank creates the part as active.

Custom Field

• Issue: Creating a new custom field causes a server error when the name is not unique.

• Resolution: New custom fields can be created again.

• Issue: Creating a user with a required custom field and attempting to save without data in the required field does not warn the user.

• Resolution: User is warned there is a required custom field.

• Issue: Creating a Bill of materials with a required custom field and attempting to save without data in the required field does not warn the user.

• Resolution: User is warned there is a required custom field.

Dashboard

• Issue: Items to be shipped gadget is not using the shipping advanced search filters.

• Resolution: filters are pulled correctly.

Location Group

• Issue: Creating a new location group allows for the "Default locations for type and group" to all be unchecked.

• Resolution: Setting defaults is now disabled on the default location and users will need to select the box on the desired new default.

Manufacture Order

• Issue: Creating an order with multiple work orders and fulfilling only one while setting a note on the MO, the note is lost on the MO.

• Resolution: Notes on manufacture orders are now saved across multiple work orders.

Purchase Order

• Issue: Orders created via the Auto PO function aren't adding the phone and email to the order.

• Resolution: Phone and email are now added as they should be.

• Issue: Carrier service field is not locked when loading the PO module with no order selected.

• Resolution: field remains locked like all other fields until a specific order is loaded.

• Issue: Adding an item utilizing the "green plus" icon to add a misc credit does not list the item with a negative value.

• Resolution: Negative value is correctly applied.

Receiving

• Issue: Attempting to receive an outsourced item causes and error when saving the receipt.

• Resolution: Outsourced items can be received again, sorry about that.

• Issue: Receiving an outsourced item from one part number to another causes an error in lost layer calculations and a duplicate line is created.

• Resolution: Duplicates are negated and the cost layer transfers from one part to the next as it should.

• Issue: Partially receiving a multi-line order and closing short can cause an error in some cases.

• Resolution: PO item should not divide by zero, fixed, sorry for the hassle.

Reports

• Adjustment Report

• Change orientation to landscape and added a column for the adjustment notes.

• Purchase Order Report

• Fixed the "Show Bill to Phone" parameter to pull from the PO module > Details tab.
• Added an option to "Show Company Name".

• Sales Order Report

• Added an option to "Show Company Name".

• Packing List

• Added an option to "Show Company Name".

• Shipping Invoice

• Added an option to "Show Company Name".

• POS Receipt

• Added an option to "Show Company Name".

• Sales Order Summary

• Added the ability to group by Ship To State/Province.
• Added a Ship To State/Province filter.
• Added an optional Ship To State/Province column.
• Fulfillment Date column has been renamed to Date Scheduled to more accurately describe the data it displays.
• Added an optional Date Fulfilled column.

• Issue: Grand Total fields were not wrapping on the Sales Order Summary. Anything with more than 13-14 characters was being truncated.

• Resolution: The data now wraps properly.

• Issue: Vendor Performance Report - Rejected items were showing as "Entered"

• Resolution: Rejected items now display proper status.

Schedule

• Issue: Once the expired sales order task has been deleted it cannot be created in the client again.

• Resolution: We now check on update that the task is in place.

User Group

• Issue: Creating and then immediately editing a new user group can cause errors in some cases.

• Resolution: Editing new groups is okay to do :).

• Issue: Duplicating a user group doesn't copy over BI reports.

• Resolution: Duplicating now gets all data.

Vendor

• Issue: Vendor details tab alert note box formatting does not match all other fields.

• Resolution: Alert notes field now matches other fields on the tab.

Fishbowl GO

• Issue: Receiving via GO removes the multi currency cost of a part and receives all parts at $0.

• Resolution: Receiving now persists the cost as it should.

Australia

• Issue: Database creation allows for LIFO costing and should not.

• Resolution: LIFO has been blocked for AU installs.

Canada

• Issue: Customer CSV Import wasn't allowing the tax code to be imported by name then code.

Database Changes - 2018.12

• Removed:

• Bom.typeID
• MO.typeID
• WO.typeID
• MOItem.instructionUrl
• BomItem.instructionNote
• BomItem.instructionUrl
• BomItem.sortIdInstruct

• Created: BomInstructionItem table with

• Id,
• bomId,
• description,
• details,
• name,
• sortOrder,
• url

2018.10 - 10/11/2018

Highlights - 2018.10

• Receiving module improvements

• Details tab order notes
• Item note tab
• Reject receipt item is a separate window
• Additional fields added to Details tab
• Access rights for component toolbar functions
• Unit cost is the vendor/order currency

New Features - 2018.10

• Carrier service added to purchase order
• Default carrier service added to vendor
• Option to open the file after saving an import\export template
• Restoring a database auto populates based on the file name
• Plugins auto update when updating to the latest version

Fixes - 2018.10

General

• Issue: License key activation by phone displays an error in some instances.

• Resolution: Phone activation works correctly now.

Consignment

• Issue: Creating a new location and new location group through consignment causes an error stating that the location number must be unique.

• Resolution: creating location groups has been removed from consignment, users need to create location groups in the location group module.

CSV Import \ Export

• Issue: Receiving data import isn't validating tracking.

• Resolution: Import now validates the item tracking needs and does not receive items that don't have applicable tracking included.

• Issue: BOM export isn't exporting selected BOM's, sends all.

• Resolution: Only selected BOM's are exported when filtering the list of BOM's.

• Issue: Sales order and sales order details automatically mark the 'to be printed / emailed' option regardless of customer default settings.

• Resolution: Import now uses the customer default settings when importing.

Dashboard

• Issue: Sales Goal dashboard gadget displays the sales goal and doesn't truncate after 10+ decimal places.

• Resolution: decimal places are limited to 2 places.

Forecast

• Issue: Forecast shows the quantity used for a finished good after finishing a work order when filtering by quantity for today.

• Resolution: display now looks correctly at the finished good as a finished item rather than consumption.

Location

• Issue: Creating a new location won't allow the user to select "In Transit" type, but it's still in the list.

• Resolution: In Transit has been removed as an available type.

• Issue: Creating a new location doesn't show in the list until the user logs out and refreshes the cache list of locations.

• Resolution: A message to inform the user has been added.

Manufacture Order

• Issue: Auto assign next number still populates the number field.
• Resolution: field is now able to be set blank with checks for features like Auto MO or BTO items.

• Issue: Manufacture order items flagged as one time items when part of an option group are multiplying out.

• Resolution: we're actually using the one time item flag now.

Payment Gateway Integrations

• Issue: Window to connect \ integrate displays too small until data has been entered for the first time, making it hard to see.

• Resolution: we increased the default size.

Picking

• Issue: Build To Order items are not showing up in the search when filtering by "something fulfillable".

• Resolution: fixed.

• Issue: Error message when auto commit fails is ambiguous.

• Resolution: We added more words to hopefully clarify by being verbose.

Plugins

• Issue: Plugin filter by category doesn't display anything.

• Resolution: It should actually do something again.

Purchase Order

• Issue: Selecting an item, selecting a job and then selecting the type field can cause an error.

• Resolution: fixe.

QuickBooks Desktop Integration

• Issue: Turning off account numbers causes an issue when filtering accounts during the account mapping steps of integration.

• Resolution: account numbers are no longer required.

• Issue: Creating a tax rate, then importing items without importing vendors causes a rate with no vendor and a message to import vendors.

• Resolution: tax rates are only imported when vendors are present on the rate.

• Issue: Using many decimals in quantity, cost or other fields isn't rounding as expected in some cases.

• Resolution: Rounding rules have been updated.

QuickBooks Online Integration

• Issue: Fulfilling and exporting a partial kit causes an error.

• Resolution: Fixed.

• Issue: Orders with credit return items and sale items are posting as all credit when credit value items are higher value than sale items.

• Resolution: Sale or credit value is properly posted.

• Issue: Unit cost is only coming in for first line item and is calculating incorrectly for a single line item split due to tracking - weird, right?

• Resolution: Costs are now posting correctly and multi tracking shipments display on a single row.

Receiving

• Issue: Currency billed cost and total cost are locked during the reconciling process.

• Resolution: multi-currency values are now stored in the database and editable.

• Issue: Email attachment name isn't very clear.

• Resolution: Name now matches the file name.

• Issue: closing the receiving module and then opening again doesn't reload the order link.

• Resolution: Link loads correctly.

• Issue: Order icon doesn't change with the order type.

• Resolution: Icon now updates when selecting PO, SO, etc.

Reports

• Issue: Advanced search magnifying glass doesn't reload on any subsequent runs.

• Resolution: Refresh is occurring properly once more.

• Issue: Auto PO report runs for all associated vendors of a part instead of just the default vendor.

• Resolution: Report runs for default vendor now, just like the AUTO PO wizard.

• 4x6 Part Barcodes One-Off

• Fixed printing orientation

• 4x6 Product Barcodes One-Off

• Fixed printing orientation

• Aging Report

• Allowed description field to stretch beyond 25 characters.

• On Hand by Date

• Fixed issue with dates created by backdating scenarios.

• On Hand by Product Tree

• Added a checkbox to include parts with zero quantities.

• Sales by Count

• Fixed customer display issue.

• Sales by Month

• Fixed issue with dates from backdating scenarios.

Sales Order

• Issue: Attempting to edit a misc item on an order causes an error with UOM conversions.

• Resolution: Misc items can be edited once more.

• Issue: Orders with credit return items cannot be voided.

• Resolution: Credit items can be voided once more.

• Issue: error message when deleting an item that is build to order and the pick is started is not descriptive.

• Resolution: we added more words, and hopefully more clarity.

• Issue: Drop shipping an item with a multi-currency vendor causes the multi-currency value to replace the home value of the item.

• Resolution: Home currency value is preserved.

• Issue: Sales order search by custom fields is stupid slow.

• Resolution: Optimized when possible, future rewrite will improve more.

Shipping

• Issue: Voiding a shipment with multi-currency can sometimes create a negative total cost value on an item.

• Resolution: Voiding no longer has the ability to set the cost negative.

• Issue: Carton based shipping with a partial order and then voiding can cause the line items to reorder.

• Resolution: Voiding now preserves the line item order.

• Issue: Outsourced PO times cannot ship if the location group doesn't have an "in transit" type location.

• Resolution: now it works.

Transfer Order

• Issue: Carrier service combo box is empty.

• Resolution: Carrier service list is now populated.

• Issue: Pick, pack and ship an item partially allows the original quantity to be edited in some cases, but the original quantity is left in picking and shipping.

• Resolution: Order is now locked down once it's picked.

Unit of Measure

• Issue: Creating a new UOM doesn't show up in drop downs until logout and reconnect.

• Resolution: lists should be updated now.

Xero Integration

• Issue: Check customer balance button breaks for customers that have an '&' in the customer name.

• Resolution: fixed. sorry about that...

Fishbowl Australia

• Issue: New part wizard display isn't tall enough to show all fields.

• Resolution: window is taller now.

• Issue: Checkout 'round cash transactions' module option isn't working.

• Resolution: Rounding is properly applied once again.

• Issue: Creating a PO with amount includes tax doesn't post to Xero with the tax included.

• Resolution: fixed. we think.

Fishbowl Canada

• Issue: creating an order and setting the exchange to .0137137 and the foreign unit price to $12.50 exports to QB Canada with a different total.

• Resolution: total now matches in this and other scenarios

Fishbowl API

• Issue: Source Proxy isn't handling invalid JSON requests as it should.

• Resolution: Invalid requests are now addressed.

• Issue: Sending a JSON request doesn't actually validate that it's JSON.

• Resolution: JSON requests now validate.

Fishbowl Go - Android Only

• Issue: Selecting a part image crashes the Go client because permissions of the app have changed.

• Resolution: Permissions have been updated to allow the camera \ images to be accessed correctly.

• Issue: Attempting to scan a barcode on Go crashes the app.

• Resolution: Permissions have been updated to allow the scanned barcode to be scanned.

Database Changes

• ReportSecurity table added to demo is dropped for db version 119 (table unused).

2018.9 - 9/3/2018

Fixes - 2018.9

• Issue: Part search speed has degraded performance with larger part lists.
• Issue: Non-admin user reports favorites don't display correctly.
• Issue: Opening a product that doesn't have an associated part cost entry fails.
• Issue: Sales orders with a misc item as the first line item can't be duplicated.
• Issue: Sales order details tab isn't calculating weight with UOM conversions.
• Issue: Auto PO wizard doesn't always display the magnifying glass icon to select from an existing order.
• Issue: Accounting access rights are lost when updating.
• Issue: Import / Export access rights are lost when updating.
• Issue: Customer / Vendor CSV export doesn't export data.
• Issue: closing the processing card dialog with a card reader connected keeps the payment processing, but doesn't record properly.

2018.8 - 8/23/2018

Highlights - 2018.8

• BI Report module

New Features - 2018.8

• BI Editor module can now open multiple tabs associated with a page.
• New module group called "Reporting" with BI Report, BI Editor, Data, and Reports module.
• Option to "Use System Printing" is now on by default for all new databases.
• Exporting a CSV file now asks the user if they would like to open the file on export completion.

Fixes - 2018.8

General

• Issue: Tab hot keys aren't working.

• Resolution: Hot key functionality has been restored.

• Issue: Connections to the database aren't always limiting and continue to grow until the server becomes overtaxed.

• Resolution: Database connections are being managed to limit max connections.

• Issue: Client Port range isn't monitored and entering a port number outside the acceptable port range causes an error that isn't displayed.

• Resolution: Check is performed when entering the port number to ensure it's within the acceptable port range.

Calendar

• Issue: Sales orders aren't displaying in the calendar.

• Resolution: Sales orders are visible again.

Company

• Issue: TLS settings on email without having a certificate set causes an error.

• Resolution: TLS setting now bypasses the cert when it isn't present.

CSV Imports / Exports

• Issue: Location import does not update description.

• Resolution: Description updates as it should.

• Issue: Location import displays a vague error message when attempting to create a new location with an existing location number.

• Resolution: Error message has been improved.

• Issue: Sales order import with a status listed of 25 (in progress) displays a vague error message.

• Resolution: Error message has been updated to more articulately clarify the issue.

Custom Field

• Issue: Checkbox type fields cannot, inherently be made required fields.

• Resolution: Option to set the "required" flag on checkbox type custom fields has been removed.

Customer

• Issue: New customer wizard address information name isn't required, but an error occurs if left blank.

• Resolution: Name is now a required field and an error displays properly.

Dashboard

• Issue: Open sales order gadget isn't populating.

• Resolution: Orders now show correctly once more.

Java Version

• Updated default Java to version 8 u181.

Payment Terms

• Issue: Search window doesn't return any results.

• Resolution: Search is working again.

Reports

• Issue: Auto PO Report doesn't use the "Only Show Default Parts for Vendor" option like the Auto PO Wizard does.

• Resolution: Default behavior has been set to mirror the logic used in the Auto PO Wizard.

Sales Order

• Issue: Advanced search by products doesn't return orders.

• Resolution: Search is working correctly once more.

• Issue: Sales Order part cost isn't always showing in home currency when the part is supplied by vendors of another currency.

• Resolution: Part cost always displays in the home currency now.

• Issue: Price override access right limits control to the pricing button.

• Resolution: New access right to "Access Pricing Rules" has been added.

• Issue: Adding a short item with with the BOM set to "never create", then selecting the option to "manufacture", doesn't create a new manufacture order as expected.

• Resolution: Regardless of BOM default, the order is created if a user selects "manufacture".

Shipping

• Issue: Voiding a shipment when shipping option is set to "standard shipping" sets the value of the shipping part to $0.

• Resolution: Voiding a shipment with standard shipping does not change the shipping $, voiding a shipment on carton based removes shipping costs.

Purchase Order

• Issue: Ship to address contact field overwrites the user info with the address name when you save the purchase order.

• Resolution: User info now persists.

QuickBooks Desktop Integration

• Issue: Orders and customers that are imported via CSV file aren't exporting email information to QuickBooks on fulfillment / creation.

• Resolution: Email data is now sent successfully to QuickBooks when the data originated from an import.

User Rights

• Issue: Calendar Category edit access right doesn't work.

• Resolution: Edit access now gives access correctly.

Vendor

• Issue: Vendor parts tab only stores up to 3 decimals.

• Resolution: Value stores up to 5 decimal places like other currency fields in Fishbowl.

API / SDK

• Chaining API calls is no longer supported, only one call per request will be run.

AU / CA

• Issue: Adding a vendor to a PO with no items the dialog to update tax codes for the items appears.

• Resolution: Dialog no longer shows where it shouldn't.

Database Changes - 2018.8

• Added BiReportAccess table
• Added publish boolean column to BiScript table

2018.7 - 7/12/2018

Highlights - 2018.7

• Vendor cost is now managed in the vendor home currency.

New Features - 2018.7

• Shipping Advanced Search now includes carrier service.
• Database backup can now be performed with the server still running.
• Creating a new location group no longer creates a default "storefront" location.
• Location tag has been renamed location number.
• BI Scripts module now uses F5 as a hot key to refresh the preview window.
• Option to upload and override BI Scripts.
• Added an option to Lint check BI scripts.

Fixes - 2018.7

Accounting

• Creating a new account dialog window description text box is too small to fully display text when all characters are used.

• Resolution: We increased the window display size.

Checkout

• Issue: Non-Inventory, Service and Shipping type items have $0 cost.

• Resolution: cost for these items now pulls correctly.

CSV Import / Export

• Issue: Part, Product and Vendor Pricing import sets all new parts UOM to each regardless of the data in the import file.

• Resolution: UOM is now being set based on the import file column correctly, defaulting to each if left blank.

• Issue: Part, Product and Vendor Pricing import allows tax items to create new parts.

• Resolution: tax items are now validated part types when importing.

• Issue: Part import allows both tax and misc. items to create new parts.

• Resolution: tax items and misc. items are now validated part types when importing.

Currency

• Issue: editing currency rates doesn't always store and save the typed value when commas or periods are used in the currency type value.

• Resolution: Currency values now save as input.

Custom Fields

• Issue: Custom list items "100%" "10%" are conflicting as a duplicate record saved.

• Resolution: we fixed it.

Customer

• Issue: Deleting a customer group, selecting cancel - still deletes the customer group and associated pricing rules.

• Resolution: delete is confirmed on save.

Location

• Improved the error message when a duplicate location number (location tag) is used or attempted to be used.

Manufacture Order

• Issue: using the hot keys +,=, ^, to add inventory don't operate properly when receiving a finished good.

• Resolution: Hot keys are working now.

Part

• Issue: Duplicating parts does not work.

• Resolution: it works again, sorry.

• Issue: Bill of Materials panel is displaying in the part module for Warehouse edition users.

• Resolution: Panel is hidden for warehouse users.

• Issue: Attempting to delete a part deletes the reorder points and monitor watch points, even when the part is not actually deleted (cancelled actions or messages that the part is being used by other modules).

• Resolution: Reorder points and part watches are preserved until the part record is actually removed.

• Issue: Auto ABC updates the last changed date, but not the last user.

• Resolution: Last user is now recorded with the Auto ABC updates.

Picking

• Issue: Pick tag search isn't sorting the tracking column.

• Resolution: Sorting now works for tracking column again.

Plugins

• Message to update plugins after an update of Fishbowl has been improved.

Pricing Rule

• Issue: Module option "Don't allow calculated price to be less than Customer Last Price" disables the abilities in the product customer tab and won't add items to the sales order.

Purchase Order

• Issue: Misc. purchase items can't be updated on an order once saved, forcing the order to not be saved as well.

• Resolution: Misc. items and orders can once again be saved.

• Issue: Inline math functions aren't calculating correctly when multiple operators (+,-,*%) are used in sequence.

• Resolution: Calculations with multiple and sequential orders now follow the standard order of operations to calculate.

QuickBooks Online Integration

• Issue: Sales Order and Purchase order unit prices are not calculating when exporting.

• Resolution: Unit prices are handled properly on the orders now.

• Issue: Message dialog when fulfilling and exporting a sales order with multiple fulfillment's and multiple items coupled with a service item is too small to display the full message.

• Resolution: Message dialog size has been increased.

Receiving

• Issue: Receiving an item, selling on a sales order, credit returning the item and then reconciling the item with a landed cost converts the item cost to a negative value.

• Resolution: Cost now maintains a positive value.

Reports

• Asset Valuation by Account Summary

• Fixed LIFO/FIFO cost display issue.

• Forecast Report

• Fixed an issue with on hand qty and TO's.

• Kit Report

• Fixed rounding issues that caused the report to crash.

• Part Allocated Report

• Added totals per order type.

• Sales by Month

• Updated the report to show the currency symbol for the databases home currency.

• Sales order Summary

• Modifying the report, removing the salesperson columns, then saving and closing the client blanks the salesperson filter drop down on subsequent logins.

• WO Flag

• Repair type WO's now show correctly.

• Z Report

• Updated the report to have a floating grand total line.

Sales Order

• Issue: Advanced search field for the paid filter and amounts doesn't return data.

• Resolution: Searching for a paid status and / or $ amount now returns correctly.

• Issue: Selling a kit with a finished good that has an option group and variable quantity always forces the item to pop up a build to order dialog even though its not build to order.

• Resolution: Selling a kit with a finished good with this criteria sells correctly.

• Issue: Credit return orders show a positive part cost until the item is fulfilled.

• Resolution: Cost no longer shows as the item cost is negated by the return.

• Issue: Inline math functions aren't calculating correctly when multiple operators (+,-,*%) are used in sequence.

• Resolution: Calculations with multiple and sequential orders now follow the standard order of operations to calculate.

• Issue: Sales order item dialog won't open for kit type items.

• Resolution: Item dialog now opens for kits again, sorry all.

• Issue: Margins on fulfilled orders can still be edited.

• Resolution: you can't do that, for a plethora of reasons.

Schedule Module

• Issue: Scheduled tasks pane doesn't save the column layout.

• Resolution: Table has been updated to a jide table and now saves column layouts.

UPS Ready Integration

• Issue: UPS label and calculations don't convert from on UOM to another, i.e. ounce to pounds.

• Resolution: UOM conversions are now included in the parcel calculations.

User

• Issue: Search pane doesn't search on the "enter" keystroke.

• Resolution: Enter key now fires search.

Vendor

• Issue: A vendor cost rule can be entered with a negative quantity.

• Resolution: Quantity now validates for a positive number.

• Issue: Parts tab is missing the description field in the user interface.

• Resolution: Description column is available once more.

Australia / Canada

• Issue: Tax codes can't be changed in the reconcile wizard.

• Resolution: Codes can be edited once more.

• Issue: Add reconcile item to vendor bill causes a "business validation error" with no assigned tax code on the line items added during reconcile.

• Resolution: Tax codes are properly set for items added during reconcile.

• Issue: Changing order tax updates the line items, but doesn't notify the user.

• Resolution: A prompt was added to warn the user a change will occur.

2018.6 - 6/14/2018

Highlights - 2018.6

• QuickBooks Online Multi-currency and international tax codes/rates

• Currency codes are now validated and imported to Fishbowl from QBO
• Multi-currency payments are now posted from Fishbowl
• Customers and vendors are now multi-currency and international compatible
• Invoices and sales receipts are now multi-currency and international compatible
• Bills and receipts are now multi-currency and international compatible
• International tax codes are now validated on export

• QuickBooks Online Bill from Fishbowl PO now posts the Customer SO# to the memo on the bill when present

New Features - 2018.6

• Server improvements when running as a service / "Headless" environment
• Mauritian Rupee (MUR) added to default currency list
• Payment CSV Import now references the default account associated with a payment if no account is specified in the import
• Xero accounting integration no longer has an option to sync currency and a message appears indicating this
• QuickBooks and QBO module option to "Separate sales receipts to payments and invoices" so that sales receipts are never created
• Updated instructions on Scrap CSV import to be more informative
• Updated instructions on Cycle Count CSV import to be more informative
• Updated instructions on Customer CSV import to be more informative
• Clicking the "Disconnect" button in the Accounting module now requires the "Accounting-Integration" access right
• Order Total information now shows on the first step of the reconcile wizard
• Added ability to inline edit vendor part information
• Fishbowl GO can now pick and receive by vendor part number

Fixes - 2018.6

CardConnect Integration

• Issue: Transactions can be recorded as debit rather than credit if the device records a PIN.

• Resolution: Pin is now always set to false.

• Issue: Taking a negative payment for a credit return using the credit card payment method instead of "Return credit card" records as a negative in Fishbowl but a positive transaction in CardConnect.

• Resolution: Fishbowl client now checks to ensure that only positive payments are taken. Users are directed to use the "Return credit card" payment method to refund a card.

• Issue: Storing multiple wallet cards can process the default card on the profile only in some cases.

• Resolution: Each wallet card now stores on a separate profile.

CSV Import / Export

• Issue: Sales order import incorrectly sets the product price on the import when no price is defined and the part and product have differing units of measure.

• Resolution: Product price is now set correctly based on product UOM.

• Issue: Vendor import instructions address info field says 30 char limit, should be 64 characters.

• Resolution: we fixed it.

Payment Gateway

• Issue: module scroll bar is dog slow.

• We fixed it. period.

Picking

• Issue: Finishing a pick caused an XML parse error in certain scenarios.

• Resolution: We fixed it.

Purchase Order

• Issue: Adding items to a purchase order using the "Add item wizard (little green plus icon next to the part combo box)" mistakenly increments the next order number up as each part is added via this method.

• Resolution: We no longer incorrectly increment mistakenly when adding items to the order.

QuickBooks Desktop Integration

• Issue: Order messaging that exports to the invoice / bill has been updated and no longer includes periods.

QuickBooks Online Integration

• Issue: special characters in tracking can cause the invoice export to QBO to fail.

• Resolution: tracking data is now sanitized before sending to remove prohibited characters to QBO.

• Issue: 21 character limit in the info field caused an error when attempting to export.

• Resolution: Data now truncates when the max character count is reached.

• Issue: Carrier and service posting to QBO can error when exporting special characters.

• Resolution: Carrier and service now post correctly.

• Issue: importing currencies to Fishbowl by code rather than unique name can create duplicate currencies.

• Resolution: Currency name is now the primary data, not code.

• Issue: In certain instances an error occurs when posting an invoice that does not balance debits and credits, resulting in an order that won't export until balanced.

• Resolution: Rounding differences in the way credits and debits are calculated has been adjusted.

• Issue: Importing customer / vendor lists from QBO can result in only partial lists being imported depending on the number of customers / vendors.

• Resolution: Importing lists now paginates to ensure that lists can be imported regardless of number of entries.

Receiving

• Issue: Adding a negative value during the reconcile process can cause an error depending on the line item order stating that no negative values are allowed.

• Resolution: Check has been enhanced to look at total value so line order doesn't impact the order and cause the error.

• Issue: when a receipt item has been received, then used on a work order, then sold on a sales order, using order reconcile will not allow the user to uncheck the reconcile flag.

• Resolution: the flag to reconcile can now be user modified when this sequence of events occurs.

• Issue: Receiving a bill for a zero dollar item then adding multiple service charges when the order includes an outsourced item can incorrectly calculate the item value in some cases.

• Resolution: Part calculation now includes all associated service charges correctly.

Reports

• Asset Valuation by Account Summary

• Added options to hide inactive and zero qty items.

• COGS by Account Summary

• Fixed a bug with orders disappearing after voiding a partial shipment and shipping it again.

• Compare Sales by Month

• This report was re-written to fix issues with information lining up correctly.

• Part Barcodes by PO - Avery

• Fixed sorting options.

• Part Committed Report

• Updated the report to show tracking for committed parts.

• Pick Ticket

• Updated the sorting options.

• Receiving List

• Added option to show vendor part #.

• Shipping Invoice

• Added delivery signature.

• Sales Order Report

• Updated the payment box to only show when a payment is taken and the "Show Payments" checkbox is checked.

• SO to PO Margins

• Widened cost and total columns.

Sales Order

• Issue: Customers with a default email on multiple addresses sometimes display an error message when selecting a new address on the order. the email is properly populated, but an error still occurs.

• Resolution: erroneous error message has been removed.

• Issue: Using the "add to RMA" function for a sale order line item is slow.

• Resolution: code has been enhanced to offer more better performance.

• Issue: Notes added to an item that creates a manufacture order doesn't display the WO notes when creating the work order.

• Resolution: WO notes and SO item notes are appended to the same field and displayed on the work order.

Square Integration

• Issue: Connecting and integrating with Square isn't properly pulling in locations due to an update in the dependency library.

• Resolution: update to latest version of Square and libraries has been done, it works again.

Tax Rate

• Issue: Taxes can never be renamed if they have been used on an order.

• Resolution: Limitation to change names is only limited if the tax has been used as a line item tax.

Transfer Order

• Issue: Creating an order with a user that has access to the ship location, but not the receive location doesn't allow ship if the TO owner is set to the receipt side for the order.

• Resolution: Users with access to only one group in the transfer process can now ship.

API / SDK

• Issue: SoSaveRq isn't setting the markup / margin values correctly.

• Resolution: values are now properly set.

Avalara Integration

• Issue: Sales orders that contain both sale and credit return items can cause an issue with the tax calculation in some cases.

• Resolution: A message now appears instructing the user of this potential liability and instructing sales and credit type items to be split to multiple orders.

UPS Ready Integration

• Issue: High Value Dollar Report isn't returning.

• Resolution: Image file has been updated and displays now.

Fishbowl GO

• Issue: Receiving Misc items asks for a location and doesn't need one.

• Resolution: Locations aren't required for Misc items.

• Issue: Over picking a work order doesn't allow you pick more than the original quantity.

• Resolution: Over picking a work order now completes successfully.

• Issue: Finishing a work order with labor items can result in an order that only fulfills labor items when the pick hasn't been completed and the order is finished.

• Resolution: Fishbowl now checks to validate the items have been picked.

• Issue: Add inventory allows a negative cost to be entered.

• Resolution: Cost is validated on save to ensure a positive value is entered.

Fishbowl Time and Labor App

• Intercom chat functionality has been removed.

2018.5 - 5/10/2018

Considerations before updating - 2018.5

• If you are updating to 2018.5 from a version that is older than 2017.1 please note that you will first need to update to a version between 2017.1 and 2017.9 before proceeding with this version.
• The integration with QuickBooks Merchant Services will be disabled for any users that are not currently integrated with QBMS as the gateway for credit card processing.

Highlights - 2018.5

• QuickBooks Online Integration Improvements
  

• Carrier and service now post to ship via field on invoice
• Shipment tracking number now posts to tracking no. field on invoice
• Payment terms now post to invoice and QBO calculates Due Date
• Customer:Job structure is now posted on Invoice/Customer
• Customer Email now posts from SO details tab to customer email field on invoice
• Customer:job is now created as a customer and sub customer in QBO
• Customer:job is now used as the customer when creating an invoice
• Bill number now uses reference number when present
• Class now exports to line items on bill
• Customer:jobs post to the bill
• Tax rates are exported from Fishbowl
• QBO preferences such as charging sales tax, multi-currency settings, etc. are now validated during integration
• Customer:job reference is now posted from the receipt in Fishbowl to the Bill
• Fishbowl validates use of Automated Sales Tax and posts accordingly
• Integration credentials are now auto populated
• Classes are now imported from QuickBooks Online to Fishbowl
• Option to use QBO generated Invoice number or Fishbowl SO number
• Vendors are now imported into Fishbowl
• Customers and sub customers are now imported into Fishbowl
• Payment Terms are now imported into Fishbowl

New Features - 2018.5

• Note added on sales order created by RMA that designates where it was created from
  

Fixes - 2018.5

Bill of Materials

• Issue: Adding an Image to a Bill of Materials doesn't trigger a save prompt before loading another Bill of Materials.

• Resolution: Save prompt now occurs as it should.

CSV Imports / Exports

• Issue: Sales order import when using a kit header only (no specified line items, which then utilized default items) does not create work order configurations for items in the kit associated with a bill of materials.

• Resolution: Configurations are now properly loaded and saved.

Customer

• Issue: Address information screen in new customer wizard displays too small causing characters such as "_" to be hidden from the display.

• Resolution: Field size has been increased to properly show characters.

Dashboard

• Issue: Gadget Hyperlinks for Reports aren't working.

• Resolution: Hyperlinks in gadgets are back to working again.

Part

• Issue: Converting a part from non-inventory to Inventory type does not update product cache.

• Resolution: Cache list now updates when converting a part type.

Purchase Order

• Issue: Part dropdown is displaying the part ABC code instead of the part UOM. The issue was further convoluted when a vendor part number exists, a duplicate entry appears in the list.

• Resolution: UOM abbreviations now show in the part dropdown table correctly once again - sorry all.

QuickBooks Desktop Integration

• Issue: The "QuickBooks Preparation" step of the integration wizard can be edited and is performing incorrect spell check functionality the text area.

• Resolution: Spell check has been disabled and the text field is no longer editable.

• Issue: CANADA ONLY - Negative payment for a multi-currency order attempt to add the customer reference to the payment which causes a currency error on export.

• Resolution: the customer reference is no longer exported with any negative payments.

Quickbooks Online Integration

• Issue: Posting an invoice and payment at the same time always sets the sales receipt to the undeposited account instead of the account selected for the payment.

• Resolution: The payment now posts to the account associated with the payment used.

• Issue: FB_MISC product/service is not being created as a purchasable item in QuickBooks Online.

• Resolution: We're doing it right now...

• Issue: Existing service type items in QBO may not be marked as "for sale". Exporting an order with these services will cause an error.

• Resolution: Service type items are updated to be marked as sellable.

• Issue: Exporting refunds / negative payments that create a "refund receipt" causes an error in QBO

• Resolution: Refunds now post correctly.

Receiving

• Issue: Reconcile allows an outsourced PO Billed Total Cost field to be modified, causing a potential cost discrepancy.

• Resolution: the Billed Total Cost has been locked down in this scenario.

Reports

• Packing List

• Fixed a null error when changing layout from Standard to By Carton for TO’s and PO’s.
• Added option to show delivery signature from Fishbowl GO. (Must take signature in landscape mode instead of portrait.)

• Manufacture Order Traveler

• Fixed comma display issue on tracking names.
• Updated the WO sorting options to allow sorting by WO Date Schedule, WO# Ascending or WO$ Descending.

• Work Order Traveler

• Fixed comma display issue on tracking names.

• User Access Rights

• Fixed user rights display issue with Fishbowl GO rights.

• Inventory Allocated to Sales Orders

• Added customer name to the report when grouping by SO.

• Turnover Report

• Fixed truncation.

• Purchase Order Report

• Fixed backend parameter mapping issue.

• Cycle Count List

• Optimized how parts not in inventory show.

• Walmart Label

• Completely redesigned Walmart Label to comply with Walmart standards.
• There are 2 sizes, a 4x3 (small) and a 4x6 (large). (Email reports@fishbowlinventory.com for smaller size)
• Each will run for every line item in a selected Shipment (required). There will be 1 label per line item.
• Data for the following fields need to be entered at run-time. Their defaults are "none" with exception of the Zip Code Prefix, which defaults to Bentonville's Zip Code Prefix (420).

• Case GTIN Number
• Department Number
• Facility Or Location Number
• PO Type
• Pro Number
• Zip Code Prefix

• Users can decide whether the Customer PO number or Sales Order number appears as the Order Number. 
• The WMIT # is the Customer Part Number.

• SO to PO Margin

• Fixed an issue where the sale price was blank for the first line.
• Removed voided PO’s from showing in the PO section.

Sales Order

• Issue: Sales order loading, saving and general functions are slow when checking for duplicate PO numbers and multiple exist.

• Resolution: Checking the PO num has been optimized to allow for improved performance.

• Issue: QuickFulling a misc sale item with a customer part number causes an error to occur.

• Resolution: Misc items can now have a customer part number without the negative implications.

Transfer Order

• Issue: Order status doesn't carry over to advanced search, or from advanced search to the standard search.

• Resolution: Switching between the standard and advanced search now preserves the order status field.

User Group

• Issue: User with all rights does not have access to the BI script gadget in the Dashboard Module.

• Resolution: Permissions now include BI scripts in all access right.

UPS READY

• Issue: Details can occasionally save multiple times and in other instances fail to load.

• Resolution: Save and load have been refactored to eliminate errors.

Vendor

• Issue: Address information screen in new vendor wizard displays too small causing characters such as "_" to be hidden from the display.

• Resolution: Field size has been increased to properly show characters.

Xero Integration

• Issue: Partially fulfilling a kit and exporting then fulfilling the remainder and exporting again causes an error because it uses the same Invoice number.

• Resolution: Partially fulfilled kits now reference the shipment number rather than the invoice number.

• Issue: Orders with inventory items and service items that are partially fulfilled cause a duplicate error.

• Resolution: Partially fulfilling an order now exports correctly.

Fishbowl Go

• Issue: Add Inventory function is not working.

• Resolution: Add inventory now works once again.

• Issue: Finishing a work order doesn't account for UOM's on the finished goods.

• Resolution: UOM and conversions are now included in the finish good step.

• Issue: Receiving an item in partial quantity removes the tax on the remaining item quantity on the receipt.

• Resolution: tax is now preserved on partially received items.

API/SDK

• Issue: Voiding a sales order with an associated pick that has been committed allows the void and leaves committed inventory numbers.

• Resolution: Void checks to see the order status and returns a response that the pick must be voided before the SO can be voided.

Fishbowl Commerce

• Issue: Importing an order that contains a kit always displays the kit as collapsed with only the header visible, regardless of kit settings.

• Resolution: Kit now displays according to kit preference settings.

2018.4 - 4/12/2018

Considerations before updating - 2018.4

• If you are updating to 2018.4 from a version that is older than 2017.1 please note that you will first need to update to a version between 2017.1 and 2017.9 before proceeding with this version.
• Stripe integration for credit card processing has been discontinued. Fishbowl recommends utilizing an alternate provider or establishing a workflow that is external of the Fishbowl client to continue utilizing Stripe.

Highlights - 2018.4

• New Business Intelligence (BI) Scripts module which allows the creation of robust HTML reports.
• New dashboard gadgets are available in conjunction with the new BI Scripts module including:

• MTD Revenue Chart
• Sales by Region Chart
• Sales by Rep Graph
• Sales Goal Chart
• Top Products Chart

New Features - 2018.4

• Moved the Inventory module costing layer details for each item to a new Costing tab.

Fixes - 2018.4

General

• Updated user group access right name from "Quick Ship" to "Quick Fulfill" under Sales Order group
• Cleanup of tooltips for search and advanced search buttons for all modules and updated combo boxes in the Shipping and RMA modules
• Issue: Sales Order/Purchase Order custom fields could not be edited unless both "Edit Custom Fields" and "Can Always Change Custom Fields" user rights were selected. This also caused the order(s) to be un-issuable

• Resolution: Both access rights are no longer required to issue the order

• Issue: Location and Location Group New button was available with view-only rights assigned

• Resolution: "New" button in Location and Location Group is unavailable if user rights are set to view only

• Issue: Sending Email with no designated default email address, when selecting the "To" button, the tabs wouldn't show allowing the user to select available email addresses

Resolution: In this scenario the tabs now show with all associated email addresses available to select

• Issue: Users with view-only access to the custom field module were still able to add custom fields and lists

• Resolution: Users with view-only access can no longer make changes in the custom field module

• Issue: Importing purchase orders from QuickBooks desktop errors out if the vendor address is missing

• Resolution: The import finishes and imports the purchase order(s) in this scenario

• Issue: AU version only When a new version is available for download, the link on the FB server prompt points to the US download page not the AU download page

• Resolution: The link now points to the correct download page

• Issue: After creating a new contact the data in the name field could be deleted

• Resolution: Data in the name field for contact data is now required

Accounting

• Issue: When exporting to QuickBooks Online (QBO) the export would fail with illegal characters in the state data field(s)

• Resolution: The export now fixes the data and allows the data to go through to QBO

• Issue: Deleting a class in use doesn't give the user an error message it simply doesn't allow the class to be deleted

• Resolution: An error advises the user the class in use cannot be deleted in the software

• Issue: If the part FBItem doesn't exist when syncing accounting data a non-descriptive error was received

• Resolution: An error now advises the user to rerun the accounting integration

• Issue: (AU version only) When exporting to the accounting package and the last item on a PO has a $0.00 cost with other items that do have a cost, the journal entry does not add cost for any of the items to the inventory asset account

• Resolution: In this scenario, the inventory asset account reflects the correct amount after the export completes

• Issue: (AU version only) Transactions are not in balance on bills with a landed cost

• Resolution: In this scenario, the transactions now balance correctly

Bill of Materials

• Issue: A BOM set to never auto-create still brought up the MO wizard if added to SO via the Quicklist

• Resolution: In this scenario, the MO Wizard no longer initiates

Consignment

• Issue: Cycle count function would not work unless user reselected UOM first in the Consignment module

• Resolution: Cycle count now works without having to reselect UOM first in the Consignment module

• Issue: Searching by tag in consignment module did not work as expected

• Resolution: You can now search by tag in the consignment module

Customer

• Issue: In step 4 when adding a new customer via the wizard the fields displayed incorrectly when classes and multi-currency are enabled

• Resolution: Fixed layout to display correctly in the new customer wizard step 4

CSV Imports and Exports

• Issue: an Incorrectly formatted date on SO CSV import gives the user a "null" error

• Resolution: In this scenario, the error generated advises the user the date format is incorrect

Fishbowl Go

• Issue: When disconnecting from Fishbowl Go the server doesn't show the user disconnected unless refreshed

• Resolution: Fishbowl Go Clients disconnect with no refresh required on the server

Inventory

• Issue: Viewing inventory details for an item with no inventory on hand would allow you to show the modal to edit the average cost after switching between open tabs

• Resolution: You can no longer bring up the edit average cost modal with no inventory on hand even after switching between tabs

Manufacture Order

• Improved performance in certain situations where making changes in the WO details tab caused performance issues

Payments

• Issue: It was possible to try and process a credit card refund using the payment option in the sales order module with no payment gateway configured

• Resolution: Refund is no longer an option from within the payment methods for Sales Orders. Refunds must be processed through the payment viewer

Purchase Order

• Issue: PO CSV import instructions incorrectly stated the FulfillmentDate and LastFullfilmentDate fields were required

• Resolution: The import instructions were updated removing the required designation on those fields

Sales Order

• Issue: When exporting a SO to the accounting integration and afterward editing the SO, upon saving the dialog advising the SO will not update in the accounting integration has text that is cut off

• Resolution: The dialog now shows all of the warning text

• Issue: Using the SO Item Wizard the data displayed in the Quantity and Price step was cut-off and displayed incorrectly

• Resolution: In this step of the SO Item Wizard now displays the data correctly]

• Issue: Using the SO Item Wizard, during the Quantity and Price step, when changing the UOM from the default the cost displayed for the item displayed on the SO did not update accordingly

• Resolution: In this scenario, the cost data is now updated and displayed correctly

• Issue: Searching only the letter "S" in the SO Number field would pull all SO's even the ones that did not contain the letter S

• Resolution: The SO search now yields the correct results when searching for "S"

• Issue: When creating a sales order the Customer Alert window for customers with an assigned credit limit has text not visible without scrolling causing confusion with the Yes and No buttons

• Resolution: The window has been resized to show all text with the scrollbar removed

Shipping

• Issue: Trying to delete a shipping term that is used in transactions gives a "null" error

• Resolution: The error now tells you the term is in use and cannot be deleted

UOM

• Issue: When adding a custom BOM to a Sales Order, it was possible to put in a non-whole number where the UOM for the associated part(s) is "each"

• Resolution: In this scenario, an error now advises the user the UOM is each and qty must be a whole number

Reports

• Fixed sort parameter "null" error when loading reports

• Work Order Flag

• Notes section now shows Note line items.

• Reorder Report

• Added ABC code column to the report.

• On Hand

• Added ABC code column to the report.

• On Hand by Product Tree

• Added ABC code column to the report.

• Sales Order Report

• Fixed payment section to show negative payments as well as zero balance payments.

• Sales Order Tracking

• Fixed the Tracking Date parameter.

• Production Yield Report

• Fixed Part Number parameter.

• Manufacture Order Traveler

• Added tracking to finished MO's.

• Forecast Report

• Fixed the way Outsourced PO items show.

2018.3 - 3/8/2018

Considerations before updating - 2018.3

• Customers using CardConnect for the payment gateway will be required to reintegrate to configure merchant ID settings at the client level.
• If you are updating to 2018.3 from a version that is older than 2017.1 please note that you will first need to update to a version between 2017.1 and 2017.9 before proceeding with this version.

Highlights - 2018.3

• CardConnect now allows payment through direct entry (card not present) with no additional hardware required.
• Ability to refund credit card payments is now available through the sales order payment window as well as in the payment viewer.

New Features - 2018.3

• Added option to choose whether or not to store card to the wallet when processing payment(s).
• Updated label and tooltip in the Schedule Module for the import file name when creating a new import scheduled task.
• Improved connection to CardConnect now only requires the MerchantID.
• Added FB version # to filename sent to Fishbowl support team when sending from Help -> Send Database to Fishbowl.
• Added option to show cvc using a previously stored wallet card.
• Each Fishbowl client now allows for a different merchant id with CardConnect as the payment gateway integration.

Fixes - 2018.3

General

• Issue: When using email functionality where there is no association with customers or vendors, an error would show warning there was no default email address

• Resolution: In this scenario, the error no longer occurs

Accounting

• Issue: When syncing with an inactive account on the Chart of Accounts in QuickBooks would return the error "Unset Error Message" when running the accounting sync

• Resolution: The error message now advises you to fix the account mapping

• Issue: When running the accounting export and the export failed the error was non-specific

• Resolution: The error log now provides a more detailed error

Bill of Materials

• Issue: Using the new BOM button in the part module will not ask to save a previously started and unsaved BOM

• Resolution: In this scenario, when clicking the New BOM button, it asks to save the previous BOM

Checkout

• Issue: Product Alert Notes do not pop-up in Checkout when adding to an order

• Resolution: Alert Notes now work for products in Checkout

Customer

• Issue: Using the checkbox to "Show all related jobs" in conjunction with the active/inactive status filters in the customer advanced search caused confusion

• Resolution: A tooltip was added to clarify that selecting the option to show all related jobs displays results regardless of active/inactive status of a customer job

Payment(s)

• Issue: If processing payments through Stripe and the name field is blank the payment would not process

• Resolution: Payments will now process even if the name field is blank

• Issue: When importing payment data from a csv file and transaction id has data with payment method set to something other than credit card, attempting to delete the payment would give an error

• Resolution: Payments can now be deleted in this scenario without error

• Issue: Using wallets with Authorize.net, when a customer profile reached more than 10 cards, an error message incorrectly stated the transaction was declined even if the card was successfully charged. Also, no payment record was created in Fishbowl.

Please note Authorize.net only allows a maximum of 10 cards to be saved to the customer profile (wallet).

• Resolution: The message in this scenario has been updated to advise the transaction was successful but the customer profile was not updated

Manufacture Order

• Issue: When opening a Manufacture Order a null pointer exception was received when the MO created automatically due to a Sales Order scheduled import

• Resolution: In this scenario, you no longer receive the null pointer error

• Issue: If a Fishbowl user didn't have access rights to finish work orders but did have access rights to BOM's, the finish WO button was still available to use in the WO details tab

• Resolution: User access rights do not allow a user to finish the WO in the WO details tab if they have BOM access rights

• Issue: User access right to view for Dropbox in MO could not be selected/deselected

• Resolution: You can now select/deselect this access right

Sales Order

• Issue: When manually fulfilling a service item on a SO a complete timestamp was not saved to the database

• Resolution: In the above scenario, a full timestamp is saved to the database

• Issue: Searching SO custom fields gave an error

• Resolution: Custom field search in the SO Module returns results rather than error

• Issue: When adding items to a SO using the quick list the margin, markup, and cost fields have no value assigned ( Zero Dollar/Zero Percent)

• Resolution: These fields now have the correct dollar(s) and percentages displayed

• Issue: When using carton based shipping and adding a shipping line item to the SO, the SO Subtotal, and SO Total Price do not update to the correct amounts

• Resolution: SO Subtotal and SO Total Price are now correct in this scenario

• Issue: In the schedule module, if the current task runs longer than when the next scheduled task is set to run and you cancel the queued up task it gives an error

• Resolution: If the task hasn't completed the next task will not get added to the queue

Products

• Issue: In certain scenarios, using the auto fill cartons in shipping feature would cause tags to combine incorrectly and cause errors when trying to pick and ship

• Resolution: This error is now fixed when using the auto fill carton feature with products

Purchase Order/Receiving

• Issue: Using multi-currency, when you set the exchange rate on the PO, after receiving the PO you could change the exchange rate causing costing issues when syncing to accounting packages

• Resolution: Once a PO is received the exchange rate is not able to be edited unless the receipt is first voided

Reports

• Advanced Purchasing by Sales Order

• Fixed incorrect Short qty calculation.

• Advanced Purchasing by Work Order

• Fixed incorrect Short qty calculation.

• Customer Statement

• Added Adjustment Amounts into the totals and fixed rounding issues.

• Margins by Sales Order

• Updated the report to allow 25 characters in the Sales Order # column.

• Packing List

• Added hyperlinks for carton tracking numbers on "By Carton" layout.

• Pick Report

• Fixed an error where the description would show as Null when running this report for a WO.

• Pick Ticket

• Fixed an error where the description would show as Null when running this report for a WO.

• Pick Ticket by Order (Batch)

• Added an option to "Show Committed".

• Reorder Report

• Fixed a coding error that prevented the report from running on new databases.

• Sales Order Report

• Added an option to show/hide $0 priced line items.

• Sales Order Summary

• Fixed the Grand Totals to all for 10,000,000.00 in qty and price.

• Sales Order Tracking

• Fixed the tracking type column to show the type instead of the Company Name.

• Shipping Invoice

• Updated the report to error out appropriately when running for a credit return PO.
• Fixed address issues to allow country and state to be blank.

• Tracking Detail

• Fixed duplication on WO listings.

• Vendor Performance Report

• Fixed an issue where the status showed Rejected for Entered status items.

Plugins - 2018.3

Database Changes - 2018.3

2018.2 - 2/8/2018

Considerations before updating - 2018.2

• If you are updating to 2018.2 from a version that is older than 2017.1 please note that you will first need to update to a version between 2017.1 and 2017.9 before proceeding with this version.

Highlights - 2018.2

• Added ability to set a calendar category on Sales Order Details tab with the ability to manipulate the Sales Order event on the calendar.
• Added ability to assign customers default priority on Customer Details tab.
• Ship Carton Tracking csv - added carton cost, declared value, weight, length, width, and height fields.
• Added 9 new label reports.

New Features - 2018.2

• ShipToResidential field added to the sales order CSV import.
• Default Priority field added to the Customers csv import.
• ABC code is now shown in the Auto MO Wizard during the confirmation step.
• Updated dropdowns for the "Status" Sales Order and Purchase order search panes, "Type" in Purchase Order Advanced Search, and all dropdowns located in Program Options -> General tab.
• Added a warning when changing the payment gateway advising it will remove the previous integration.
• Changed the info field in the plugindata table to allow for more characters.
• Updated instructions for the "Users" csv import.
• Added ability to run queries from Fishbowl server in the event an update fails.
• Shipping Data csv imports all possible data before failing and provides improved error logging to resolve import errors.
• Improved the closing date error when exporting accounting data for Purchase Orders to include the PO Number(s).

Fixes - 2018.2

General

• Issue: Updating the license key by phone through manual entry didn't update correctly unless the server was restarted

• Resolution: The license key is now updated correctly

• Issue: When changing from tabbed view to frame view in program options, upon client restart, the frame view was not displayed

• Resolution: Frames are now displayed correctly after setting the option and restarting the client

• Issue: "Setup" was not alphabetized correctly in the Setup Module

• Resolution: Setup is now alphabetized

• Issue: A warning would pop-up if a SO has an email assigned in the SO details and the customer does not have a default email address assigned to the customer profile

• Resolution: The pop-up warning no longer occurs in this scenario

• Issue: Emails addresses were previously able to be separated by commas and semi-colons

• Resolution: Emails are now only separated by semi-colons

• Issue: SaveShipmentRq API call occasionally caused committed inventory numbers to commit incorrectly

• Resolution: The SaveShipmentRq API call now commits inventory as expected

Accounting

• Issue: Illegal characters were not being removed and/or changed when exporting to QuickBooks Online (QBO) and causing the export to fail

• Resolution: Illegal characters are now removed or changed to an identifiable and usable character when exported to QBO

• Issue: Creating a new customer or vendor shows there are items to post to QBO but when running the export nothing would post

• Resolution: Exporting to QBO in this scenario posts to QBO

Bill of Materials

• Issue: The estimated build time field on any given Bill of Materials (BOM) was updated using the last time entered when editing other BOM's

• Resolution: Estimated build time now only updates for the current BOM being edited

Calendar

• Issue: Fulfilled Sales Orders time were editable by dragging and dropping through the Calendar Module

• Resolution: Fulfilled SO's are no longer editable

• Issue: Editing an all-day calendar event to a specific time would cause the dialog box to load multiple times which could trigger an error when closing the dialog box

• Resolution: The dialog box doesn't reload when closed after editing

Fishbowl Go

• Issue: Part Numbers that look like numbers but had non-numerical characters didn't show correctly in GO

• Resolution: In this scenario, the part numbers load correctly now

Picking

• Issue: Pick Report shows the part description rather than the description entered on the sales order

• Resolution: Added a module option, which is enabled by default, on the Pick Report to show the sales order description rather than the part description

Reports

• Pick Ticket

• Added an option to show the product description from the Sales Order line item.

• Pick Report

• Added an option to show the product description from the Sales Order line item.

• Asset Valuation by Account Summary

• Fixed a spelling error in the report title.

• Calendar Report

• Updated to include Sales Order and Purchase Order events.

• Sales Order Summary

• Updated the report to include Adjustment Amount in the Order Totals.

• Reorder Report

• Added "Show Parts with BOM" and "Show Parts without BOM" checkboxes. The "Show Parts with BOM" checkbox is unchecked by default.

Sales Order

• Issue: "Fulfillment Date" field created confusion and was not labeled consistently

• Resolution: Updated the field to "Date Scheduled"

• Issue: Kit items imported through csv would revert to a sale type rather than the default item type

• Resolution: The default item type is now used in this scenario

• Issue: Total Cost was incorrect for non-inventory items on partially fulfilled Sales Orders

• Resolution: In this scenario total cost is now fixed

Shipping

• Issue: Using the email feature in the Ship Module previously attached a PDF file with an unidentifiable file name

• Resolution: The file name now reflects the shipment when emailed

• Issue: "Package Type" field in ship details was unclear to its use and purpose. It is intended to be used with UPS Ready within Fishbowl

• Resolution: The field was renamed to "UPS Package Type"

Plugins - 2018.2

Database Changes - 2018.2

• Added calCategoryId column to SO table
• Added dateCalStart and dateCalStart columns to SO table

2018.1 - 1/11/2018

Considerations before updating - 2018.1

• If you are updating to 2018.1 from a version that is older than 2017.1 please note that you will first need to update to a version between 2017.1 and 2017.9 before proceeding with this version.

Highlights - 2018.1

• Option to choose a dark theme for Fishbowl by clicking the Tools menu | Program Options | General tab.
  
  
  
• Added spellcheck to large text areas. Hover the mouse over a misspelled word to see suggestions.
  
  
  
• Ability to use parameters in queries in the Data module.
  
  
  
• Customers that have a current support contract will automatically have a new license key created and activated once they install and start Fishbowl 2018.
  
  
  
• Part and Quantity CSV - Import to create basic data for Parts and Products including Vendor associations and quantity.
  
  
  
• Product Pricing CSV - simple CSV that includes only the Product Number and Product Price.
  
  
  
• Vendor Parts CSV with Vendor selection on the export.
  
  
  
• Custom field support for Purchase Order Items with option to pull from Part custom fields with the same name.
  
  
  
• You can now multi-select specific Work Orders and Start OR Finish only those orders.
  
  
  

New Features - 2018.1

• Manufacture Orders will now store the user that created the MO as well as the last user to modify it.
• SO to PO now has an option to not transfer the Carrier to the new PO that is created.
• The subject line for the email generated for a scheduled report will now include the report name.
• The display field for Long Text custom fields is now much larger.
• User Right for creating Credit Return orders in Fishbowl Checkout.
• Adjusted the Scrap Inventory window to be a little larger.
• Sales Order Close Short message was updated to help a user understand they may need to unlink a Manufacture Order from a Sales Order to be able to close short.

Fixes - 2018.1

Authorize.net

• Issue: Using wallet cards would fail unless the wallet was processed with the card security code.

• Resolution: The card security code will only be required if your account settings require it.

Calendar

• Issue: The calendar module does not work for displaying orders on newly created databases.

• Resolution: All calendar functionality is now working correctly.

Checkout

• Issue: Checkout does not have a view access right.

• Resolution: A view access right was created to be in line with all other modules.

• Issue: Checkout does not work properly unless the user has the Sales Order-QuickShip access right.

• Resolution: Users can now process orders as long as they have access to Checkout.

• Issue: Checkout is unable to process payments for credit return orders.

• Resolution: Processing credit payments now works correctly unless it is a credit card type. This will still need to be processed in the Payment Viewer module if you are connected to a Payment Gateway.

CSV Import/Export

• Issue: The Part and Product CSV's cannot import part images.

• Resolution: Both CSV's can now upload images correctly.

• Issue: The Currency CSV instructions reference "QB Class".

• Resolution: This incorrect reference has been removed.

• Issue: The Payment Data CSV will import payments with a $0 amount causing errors when exporting to accounting.

• Resolution: Payments with $0 will be skipped on the import.

Manufacture Order

• Issue: Changing an items quantity to 0 on the WO Details tab will cause it's associated pick item to also be changed to 0.

• Resolution: Items can no longer be set to a 0 quantity on the WO Details tab.

Part

• Issue: The edit window for Vendor Parts is too small and cuts off the Default checkbox.

• Resolution: The Vendor Parts edit window is now sized correctly.

Pick

• Issue: Some picks are not able to be opened and receive a null error due to an issue with location sorting.

• Resolution: These picks no longer receive an error and open correctly.

Product

• Issue: If you delete a product that has custom field data then open another product the module would ask you to save changes.

• Resolution: Custom field data is no longer left filled in after deleting a product so it will not ask to save changes to a blank product.

Receiving

• Issue: Reconciling a part will fail if that part was received and then was on a pick and shipment that were both voided after being shipped.

• Resolution: This scenario no longer causes an error as the voided shipment should not be considered during the reconcile process.

Sales Order

• Issue: Sales Order items with Manufacturing configurations can take a long time to open if you have a lot of images.

• Resolution: Added better indexing to the Image table to load these orders much faster.

Plugins - 2018.1

Database Changes - 2018.1