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.
Contents
2021.2 - 2/18/2021
Highlights - 2021.2
- Fishbowl's look and feel has been updated with a new color scheme, icons, and splash screen for 2021
- Beta release of web based Rest API with endpoints for Purchase Orders
New Features - 2021.2
- The Advanced Search for sales orders has a new tab to be able to search line item custom fields
- Added a Program Option for setting the table line height throughout Fishbowl
- Updated the description for the custom report text in the Sales Order module options
- Added additional license key and support contract validation during installation
- The installer has been updated to include a few "Things to consider before updating"
- The Part CSV import now has the ability to assign a default outsourced return part
- The Receiving Data CSV import now has the ability to update shipping information for the order
Fixes - 2021.2
API
- Resolved: API not updating UserID on audit tables
Accounting Exports
- Resolved: Issues causing the Mark as Posted function to fail
Client
- Resolved: Auto logout caused the Sales Order module to lock up
- Resolved: Auto logout not closing additional open windows (Advanced Searches, etc.)
Company
- Updated text in Module Options
CSV
- Updated instructions text on Part Cost import/export
- Updated instructions text on Part UOM import/export
- Resolved: Locations import no updating location types
- Resolved: Sales Order CSV import does not transfer line item notes to the Work Order for Build to Order products
- Resolved: "Duplicate Bill of Materials Option Group found" import error when modifying parts on the Bill of Materials
Custom Fields
- Resolved: Long Text type custom fields not providing a scroll bar when needed
Intuit Payments
- Resolved: A declined payment did not show the appropriate exception when taking a payment
Location
- Resolved: Location type of a default location could be changed
Location Groups
- Resolved: Inactive users showing in location group user section
Manufacture Order
- Significant speed improvements to Advanced Search
Purchase Order
- Resolved: Being able to search order custom fields without user access rights assigned
Quickbooks Online
- Resolved: Part/Product/Item validation errors
- Resolved: Updating customer details in Fishbowl erasing customer info in Quickbooks Online
- Resolved: A miscellaneous sale not hitting the COGS Account when cost was added
- Resolved: "Cannot Change who Customer Bills With" error when exporting customer job updates
- Resolved: Missing classes on reconciled journal entries
- Resolved: Partially shipped kits sending tax twice
Quickbooks Online AU
- Resolved: Updating vendor info in Fishbowl erases banking info on export
Sales Order
- Resolved: Price discrepancies when closing short a drop ship order
- Resolved: Add button in Custom Work Order wizard not functional
- Resolved: FedEx Shipping Tracking # link did not pull up the tracking on www.fedex.com
- Resolved: Divide by zero error when partially shipping and closing short an order with a kit
Schedule
- Resolved: Sorting issues when sorting the Last Run Time column
Shipping
- Resolved: Shipping custom fields clearing out when saving with shipping through ShipExpress
Tax Rate
- Resolved: View only rights still allowing users to edit tax rates
UOM
- Updated text descriptions during the Add New UOM Conversion Wizard
Work Order
- Resolved: Save dialog popping up when nothing was changed
Database Changes
- Remove SOITEMTOMOITEM table
- Added a new column to the MOITEM table for SOITEMID
2020.11.1 - 11/13/2020
- Added new BI Report: Category Capacity Planning
- Added new report: Sales Production Demand
- Added an option to fulfill the receipt with the Receiving Data CSV import
- Added Active flag to Bill of Materials CSV
- Added Active flag to Bill of Materials Details CSV
- Added Calendar Category to Bill of Materials CSV
- Added Calendar Category to Bill of Materials Details CSV
- Purchase Order Summary report: Added an option to show the vendor name instead of the contact
- Export Summary report: Added an icon to indicate if an order was "Marked as Posted"
- SO Report: Added the option to "Show Customer Name in Address" instead of the contact
Fishbowl Client
- Connection security improvements
CSV
- Issue: Customers CSV marks all contacts of a single type as default upon import
- Resolution: The last record on the import for that contact type is selected as default
- Issue: Vendors CSV marks all contacts of a single type as default upon import
- Resolution: The last record on the import for that contact type is selected as default
- Resolved: UOM CSV allows changes to read only UOMs
Picking
- Resolved: Changing the Sales Order number does not update the Pick Number(s)
Purchase Order
- Resolved: Unable to receive when an tracked outsource item is set to return as an non-tracked item
QuickBooks Online
- Issue: Export issues when taking negative payments on a return Sales Order
- Resolution: When taking a negative payment on a return Sales Order, an error message is now displayed with directions to take the payment in QuickBooks Online
- Issue: Customers address information is updating based on Ship To address
- Resolution: Updated customer update to update address information based on the Bill To or Main Office address
- Resolved: Receiving Journal entry not being voided when using a specific process
- Resolved: Null pointer on export
Reports
- Resolved: TPS Report not accounting for split shipments
- Resolved: Sales Backorder Report: POs in summary were not appearing on XLS/CSV exports
- Resolved: Sales Order Summary: Date not displaying correctly when range is set to a single day
Sales Order
- Speed improvements when quick fulfilling an order with a high number of items
Square
- Resolved: Unable to integrate the payment gateway for the first time
Xero
- Resolved: Tax Rate export issue with multi currency enabled
2020.10 - 10/8/2020
- Added a calendar tab to the Work Order configuration wizard
- Making changes to a Bill of Materials now prompts to update open orders as well
- Added the ability to set a calendar category before the Manufacture Order is issued
- Added the ability to define a calendar category on a custom Work Order through the Sales Order module
- Added a module option to set a Manufacture Order's Number to the Sales Order Number that created it
- The Work Order configuration scheduled date now flows to the Sales Order item schedule date
- Added a module option to send "To be emailed" to "Send Later" in QuickBooks Online
- Added a module option that only allows numeric characters when importing UPC fields
- Added E-Check support for Intuit Payments
API
- Resolved: AddSoItemRq getting a new Sales Order Number instead of using the order number supplied
Linux Installer
- Resolved: Headless installer installing the Client Only
Manufacture Order
- Resolved: The "Short Quantity" Auto Create option was creating orders for full order qty instead of what was short for Staged Bill of Materials
Purchase Order
- Resolved: Automatically issue Drop Ship orders option not working with CSV imported Sales Orders
- Issue: Auto PO location group class filter not showing expected data
- Resolution: Clarified usage through user interface and logic changes
QuickBooks Online
- Resolved: Export errors causing multi-currency orders to fail
Database Changes
- Added CalCategoryId column to MoItem table
2020.9 - 9/17/2020
- Added Intuit Payments as an available Payment Gateway integration
- Added Wallet support for Intuit Payments
- Enhanced the Check Balance button in the
Sales Order module to include the current Sales Orders total and any unposted payments
- Enhanced the Check Balance button in the
Customer module to includes a total of all open orders and any unposted payments
- The Fishbowl API requests to GET and SAVE work orders now include the Calendar Category
- Updated to the latest QuickBooks Online API
- Vendor data changes in Fishbowl now update the vendor in QuickBooks Online
- Customer data changes in Fishbowl now update the customer in QuickBooks Online
- Enhanced the QuickBooks Online and Xero integrations to pass Classes on all transactions
- Products created after a part is exported to QuickBooks Online now mark the For Sale field
- Added a QuickBooks Online module option to send the Fishbowl Invoice Number to Invoice, Statement, or Do not include
- Updated Sales Order and Purchase Order CSV imports to use the zero tax module option in Fishbowl Canada.
- Added a calendar category column to the Sales Order CSV import and export
- Added a calendar category column to the Sales Order Details CSV import and export
- Fishbowl now stores and uses the QuickBooks Online ID for tax when exporting
- Tax is additionally stored in the sale order post database tables
- All website links for Fishbowl Australia have been updated to use the new website structure
Avalara
- Resolved: Quick Fulfill issues with service type items
CSV
- Resolved: Historical Sales Order status triggers Build To Order settings on Bill of Materials
- Resolved: Add Inventory CSV incorrect line # error
- Resolved: Sales Order CSV errors when importing more than one order per file
Custom Fields
- Resolved: Searching data in custom fields yielding inconsistent results
- Resolved: Email Address Book list included inactive users' emails
Installer
- Resolved: Installer auto assigns too much server memory
Manufacture Order
- Resolved: Finished Good rounding issues
Part
- Resolved: Next Value column for Tracking only accepts single digit values
QuickBooks Online
- Resolved: Full payment not being sent over for an order with multiple shipments
- Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description
Receiving
- Resolved: Tracking Numbers placed in the Shipping tab are unable to be copied
- Resolved: Inconsistent Rounding for items added during the Add Item step of the Reconcile wizard
Reports
- Resolved: Sales Order Taxes - Credit items showing $0
- Resolved: Customer Purchase History - Filtering for Product Trees broken.
- Resolved: Sales Backorder Report - Show PO not working.
Xero
- Resolved: Accounts Receivable and Accounts Payable account creation showing the other account in the description
Database Changes
- Login column increased field size to 2048 on PaymentGateway table
- Secret column increased field size to 2048 on PaymentGateway table
- Added TotalTax column to PostSo table
- Added TotalTax column to PostSoItem table
2020.8 - 8/13/2020
- Replaced the Dropbox module with the
Fishbowl Drive plugin
- The Class field on a Sales Order is now sent to the LocationCode in Avalara
- Added an option to remove the prefix of the order number sent to Avalara
- Added an option to connect to a sandbox account for testing the Avalara integration
- Added an option to send either the Customer Name or Customer Account Number to the CustomerCode in Avalara
- Enhanced flow for drop ship, credit return and other non-sale type items when integrated with Avalara
- Added an accounting module option to send shipping tracking numbers to the Sales Order and Accounting integration without needing to use Carton Based Shipping
- Added option to import custom single level Bill of Materials on the Sales Order CSV import
- Customer Jobs entered on the Customer CSV now inherit the parent customers address when leaving the address fields blank
- Enhanced the VoidShipment API call to allow for unpacking a packed shipment
- Separated User Rights in Sales Order for Void and Delete
- Increased text type Part Tracking fields to allow for 256 characters
- Optimized the Auto PO function
- Updated Xero to send 4 decimal places for unit costs
- Updated Xero to append original unit qty to the description field
- Added green text to show payment processing for eCheck payment methods
- Updated the GS1 Code field to display 0's and leading 0's
Avalara
- Resolved: Estimate button not sending the product code to Avalara
- Resolved: Null error when quick fulfilling an order with an invalid zip code
CSV
- Resolved: Part Product and Vendor Pricing import does not update length, width or height for Non-Inventory type items
- Resolved: BOM import requires Part field for note type items
Checkout
- Resolved: UOM Conversion errors
- Resolved: CA version would not allow you to edit a line item
Custom Fields
- Resolved: Required list type custom fields won't allow users to issue Purchase Orders with "Access right to issue order" enabled
Email Templates
- Resolved: Email template carriage returns not working
Payments
- Resolved: Issues taking eCheck payments with business type checking accounts
Picking
- Resolved: 0 qty pick issues
- Resolved: Selecting an alternate pick location with insufficient inventory and clicking Finish resets item back to Entered status
Reports
- Resolved: Purchase Order Summary - PO# hyperlink broken
- Resolved: Sales Backorder Report - Summary data not matching main items
- Resolved: Customer Statement - Very old orders showing $0 price
- Resolved: Packing Slip - Show Carton Info checkbox broken
- Resolved: Packing Slip - Not showing all tracking
- Resolved: POS Receipt - Rounding issues
- Resolved: Batch Packing List by Date - Null error when trying to run report
- Resolved: Margins Report - Displaying incorrect data when grouped by Product Tree
Reports Module
- Resolved: Default search filters for MO Status set to All instead of All Open
Sales Order
- Resolved: Duplicating a credit return resulted in a positive total price on each line item
- Resolved: Duplicate Sales Order error when using an _ in the order number
Work Order
- Issue: Disassembling a WO with a raw good that consumed 2 different lot #'s only adds 1 of the lot #'s to inventory
- Resolution: When more than value of the same type tracking was consumed, the disassemble requires entry of the tracking to add to inventory
Xero
- Resolved: "The line total does not match the expected line total" on Sales Order Export
Database Changes
- Updated TrackingInfo.info and TrackingText.info fields to be varchar(256)
2020.7 - 7/9/2020
- Added a column in Part Tracking for GS1 code to support GS1 barcodes
- Added a Sign in with Google button to the email setup to use the Google OAuth 2.0 integration
- Updated MakePaymentRq API call to allow for negative payments and to store additional information
- Updated GetPartListRq to have StartIndex and RecordCount parameters
- Updated Long Text type Custom Fields to allow for 512 characters
- Additional Home screen updates
- Reports
- Purchase Order Summary
- Added options to hide/show headers, totals, and timestamp to make it more Excel friendly.
API
- Resolved: User access rights for viewing orders working opposite of expectation (GetSOSearchListRq)
Checkout
- Resolved: Round Cash Transactions module option not working for home currency customers
- Resolved: Default Customer module option doesn't save home currency customers
Custom Fields
- Updated the URL custom field advanced search text box to allow for more characters
- Updated the text custom field advanced search to search containing instead of an exact match
- Custom Field changes now show on the Audit Tables
CSV
- Resolved: Null error when importing the Location CSV
- Resolved: Errors caused after Part and Product Renaming CSV fails on import
Locations
- Resolved: Auto Create Locations creation failing when the number of location to create ends in 0 or is a factor of 10
- Resolved: Location Num search does not filter results
Reports
- Resolved: Sales Order Taxes - order tax not showing is AU databases
- Resolved: Margins Report - Discounts duplicating when there are split shipments
- Resolved: Lot History Report - Customer info not showing
- Resolved: Packing Slip - Some backorders not showing
- Resolved: Bill of Lading - Items weights were not being multiplied by the quantity
- Resolved: Customer Purchase History - Price duplicating in some instances
- Resolved: Customer Purchase History - Credit Return items showing a positive quantity
RMA
- Resolved: RMA Tracking Search step in the New RMA Item wizard was missing
Sales Order
- Resolved: Saving changes to an SO causing original pick to be deleted and recreated
Shipping
- Resolved: Inactive Carriers show up in the Batch Shipment Wizard
Xero
- Resolved: Export errors related to records containing an "&"
- Additional changes to Xero integration to help with reconnecting error
- Resolved: Export error causes the entire export to stop and fail
Database Changes
- Added column on part tracking for GS1 code
2020.6 - 6/11/2020
- Xero integration upgraded to OAuth 2.0 secure connection
- Added custom fields to the Location module
- Added an advanced search to the Location module
- Added custom fields to Work Order Steps & BOM Instructions
- Added a module option for custom field flow from Sales Order to Pick
- Added a module option for custom field flow from Pick to Ship
- Reports
- Shipment History Report
- All columns now stretch with overflow.
- Order Number and Ship To columns are wider.
- Report Title can be modified.
- Pagination will auto-hide when "Format Report for Exporting" is checked.
- ABC Report
- Updated to be more Excel-friendly.
- Part and Description fields are in their own columns.
- Qty and UOM fields are their own columns.
- Added options to remove headers, totals, and timestamp.
- Pagination will auto-hide when "Format Report for Exporting" is checked.
- Report Title can be modified.
- Bill of Lading
- Modified design
- More fields are editable including Seal #, Trailer#, NMFC, and Class.
- Added options to display Third Party Bill To address and PRO Number.
Avalara
- Updated order total and tax line item names to match Avalara requirements
CSV
- Resolved: Sales Order Details CSV doesn't have residential flag
- Updated Custom Field Data CSV to include Pick
- Resolved: Sales Order and Sales Order Details CSV's import sets carrier service to customer default when left blank
- Resolved: Shipping Data CSV does not clear out the carrier service when the carrier is set
- Updated Part CSV Instructions (Import/Export) to add POItemType
- Updated Sales Order CSV export instructions
- Updated Sales Order Details CSV export instructions
- Resolved: Sales Order Details CSV error with updating historical status orders
- Resolved: Sales Order CSV does not import residential flag correctly
Custom Fields
- Resolved: Checkbox custom fields clear data when the name is changed
- Resolved: Error when adding a new item to the RMA Issue custom list
Customer
- Resolved: Customer combobox search searching containing instead of starts with
Picking
- Resolved: Custom Fields on finished picks were still editable
Reports
- Resolved: Tracking Report won't run when there's too much data. Added Count and Skip parameters.
RMA
- Resolved: Cannot complete RMA wizard for substitutions
Sales Order
- Resolved: Sales Order details tab, contact field, pulls from Bill To address while other fields pull from the Ship To address
Database Changes
- Updates to Custom Field helper functions
- Add SHIPNUMVIEW for UPS Worldship and FedEx Ship Manager integrations
- Added customFields column to BomInstructionItem table
- Added customFields column to WoInstruction table
- Added customFields column to Location table
- Updated CustomFieldsView to include BomInstructionItem, WoInstruction, and Location custom fields
2020.5 - 5/21/2020
IMPORTANT INFORMATION REGARDING FISHBOWL 2020.5 UPDATE:
Fishbowl 2020.5 introduces a new way of storing Custom Fields. This change also affects custom reports and plugins. If you have custom reports and/or plugins, please contact Fishbowl's Reports Team (reports@fishbowlinventory.com), Plugins Team (pluginsdev@fishbowlinventory.com), or the partner who built the plugin prior to updating to 2020.5 to make sure they continue working after the update.
- Custom Field speed improvements
- Custom Field creation does not require a client restart
- Updated Custom List location, layout and functionality
- Updated Custom Field module layout and functionality
- Updated Custom Field advanced search options for checkbox type to All, Checked or Unchecked
- Added URL type for Custom Fields
- Part Custom Fields and values now display in the Inventory module
- Added ability to delete custom fields and values
- Added Custom Fields to the Picking module
- Added Custom Fields to the advanced search in the Picking module
- Added custom fields for Bill of Materials Items
- Money and Quantity type custom fields can now store blank and 0 values
- Converted radio button custom fields to required drop-down lists
- User access right added to Part for editing UOM
- Added Cancelled stamp for orders in cancelled status
- Added custom field advanced search to the User module
- Added a status for importing Historical purchase orders
- Added a status for importing Historical sales orders
- Updated "Available for Sale" title to "Available"
- Added a module option in the Company module to require Data module access to run data queries through the API
- Home page layout has been updated
- Added module option for Canadian databases to always use part/product tax rate when rate is 0%
- Item History Report
- The Qty field has been widened. It can now fit 6 digit numbers without wrapping.
- Purchase Order Summary
- Added Date Confirmed and Order Date Scheduled as date range options
- Title can now be modified.
- Minor cosmetic changes.
- Work Order Summary
- Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
- Shipping Invoice
- Added the option to hide/show Tax Code, Tax Amount, and Item Currency Tax columns for Australia and International versions.
- Added an option to show carton details including shipment tracking numbers.
- SO Report
- Added an option to display the tax code name in place of "Sales Tax" in the totals section.
- Title can now be modified.
- WO Flag Report
- Added the option to filter by assigned user to enable users to see only the orders they are assigned to.
- The selected date range now displays at the top of the report.
- CC Receipt 3in
- The receipt has been completely redesigned. A copy of the old receipt file can be obtained for free at https://store.fishbowlinventory.com/products/cc-receipt-3in-legacy.
- Added an option to show/hide the signature name.
- Added a customizable line of text at the bottom. It defaults to "Thank You!". Character limit is approximately 16-50 (depending on which characters are used).
- MO Projected Cost Report
- Added an option include/exlude WOs that are stages from the MO Total Cost.
- Calendar Report
- Added an MO filter. Only the WOs for the selected MO will show unless the filter is left blank.
- Inventory Availability Report
- Added an option to Show Parts with 0 Qty.
- Pick Efficiency Report
- Changed the User text input field to a combo box (drop-down list).
- Part Allocated Report
- Added an option to include drop ship items in Qty Allocated to SOs.
Accounting
- Added pop up message when selecting "Create a bill in {Accounting} after reconciling a receipt."
Bill of Materials
- Resolved: Sorting part number column
- Resolved: BOM Min/Max Variable Qty doesn't save without additional change
Checkout
- Resolved: Error when cancelling payment when Auto Pack module option is enabled
CSV
- Custom Field - Updated module name from SysUser to User
- Custom Field - Updated the export sorting
- Cycle Count CSV - Updated instructions pertaining to part tracking
- Resolved: BOM/BOM Details import alters unchanged sort order
- Resolved: Export and reporting a Purchase Order created by dropship Sales Order breaks the link between the orders
- Resolved: Part Product and Vendor Pricing allowed updating the COGS account for Capital Equipment type parts
Custom Fields
- Resolved: Required list-type custom fields can be saved without a value
- Resolved: Values not saving for list-type when partially typing a value and selecting from the filtered list
Customer
- Resolved: Customer save prompt after viewing a secondary address
Manufacture Order
- Resolved: Search not showing "Multiple BOM's" for multiple Finished Goods
Picking
- Resolved: Issues with module option for "Assign user to pick on finish"
Product
- Resolved: Product details banner display issues
Purchase Order
- Resolved: Customer/job not updating on receipt until PO is unissued and reissued.
- Resolved: Being able to close short items created by dropship kit items
- Resolved: Incorrect buyer name from Drop Ship Sales Orders
- Resolved: Carrier Service doesn't carry through to Shipment for Credit Return PO's
- Resolved: Order Fulfill or Line Fulfill removes carrier service from Shipping Tab
QuickBooks/Reckon
- Integration compatibility improvements
Receiving
- Resolved: Outsource parts costing layer issues when reconciling multiple times
- Resolved: Blank error when reconciling consumed part
- Resolved: Reconcile wizard showing the landed cost step when there is nothing to land into
- Resolved:
Reports
- Resolved: Part Barcodes Avery - label alignment drifts when part description is greater than 3 lines.
- Resolved: Sales Order Taxes - The tax rate field does not stretch with overflow.
- Resolved: Sales Order Taxes - Discounts showing a negative tax.
- Resolved: Customer Purchase History - Duplicating discounts.
- Resolved: Customer Purchase History - Qtys incorrect if split into more than one ship item.
- Resolved: Margins Report - Product Tree filter not working correctly.
- Resolved: Being able to edit tracking when receiving an outsourced item
Sales Order
- Quicklist dropdown improvements
- Resolved: Cost issues when changing from credit return to sale type
Server Administration
- Added a confirm dialog to the database disconnect button
Shipping
- Resolved: SO/PO Item descriptions no carrying over to shipping
Work Order
- Resolved: Work Order item sort order not matching Bill of Materials sort order
Xero
- Resolved: Class not exporting for SO reconcile journal entries
Database Changes
- Added customField JSON field to BOM, Company, Customer, MO, PO, PoItem, Part, Product, RMA, SO, SoItem, Ship, SysUser, Vendor, WO, XO, Pick and BomItem tables
- Removed the following tables: CustomDecimal, CustomInteger, CustomSet, CustomTimeStamp, CustomVarChar, CustomVarCharLong
- Removed the CustomFieldAuditView
- Added function to help with custom field queries: CustomFieldByName(customFields, “custom_field_name”)
- Added function to help with custom field queries: CustomFieldByID(customFields, "id")
- Updated CUSTOMFIELDVIEW
- Updated ONTRACVIEW
2020.3 - 3/12/2020
- The Broadcast feature can now be unlocked for all users, allowing client to client messaging
- File exports can now be exported as XLS instead of just CSV
- Pick Save API call now saves the username on the Pick Details tab
- Added a module option in the RMA module to use the RMA # as the credit Sales Order #
- Added an access right for editing the receipt item location
- Updated the "Invoice (No payment now)" payment method to use the preference set in the Checkout module options for "Print Checkout Report"
- Card Connect devices settings are now disabled until you select a device
- Clarified tooltip for Accounting Repost function
- Created an Inventory Watch List report that can be displayed in the Dashboard.
Auto PO
- Resolved: Parts with sufficient quantity showing to be ordered
Bill Of Materials
- Resolved: BOM Instructions missing browse for URL
Fishbowl GO
- Resolved: Error caused by a part stored in pounds being consumed in ounces on WO
Imports
- Resolved: Spaces not being trimmed from beginning or end of column Headers
- Resolved: Unable to import kits with option groups or discounts
- Resolved: Importing a kit on the Sales Order CSV with only the kit header will show part cost as $0
- Resolved: Importing the PPVP for an existing part with only the required columns will overwrite Tax Codes to blank (AU)
- Resolved: EDI Shipping Export exporting the SO number instead of the shipment number
- Resolved: Incorrect line number errors on WO Steps CSV import
- Resolved: Incorrect line number errors on BOM Instructions CSV import
- Resolved: Incorrect line number errors on BOM Details CSV import
- Resolved: Incorrect line number errors on Kit Items CSV import
- Resolved: Incorrect line number errors on SO Details CSV import
Monitor
- Resolved: Displayed negative available quantity
Pricing Rules
- Resolved: Using Adjust Prices wizard only updating the first 100 records
QuickBooks Desktop
- Re-integration improvements
QuickBooks Online
- Issue: Discount Account mappings not overriding the Integration Default Mappings
- Resolution: Disabled the dropdown in Discounts to select specific accounts
Reports Module
- Resolved: Report module wouldn't load after getting logged out for inactivity until you exit and restart the client
Sales Order
- Resolved: Return SO's from RMAs do not take BOM adjustments into account
- Resolved: Sales Order not refreshing after voiding a shipment
Shipping
- Resolved: Layout changes not saving
User
- Resolved: Errors when logging in with a User whose default location group was inactivated
XERO
- Resolved: Connection error when trying to reintegrate
2020.2 - 2/20/2020
- Added a Date field for all payment types except credit cards
- Changing a customer's Status prompts to apply the new status to all customer jobs
- Customer Status is now displayed in the Shipping module
- Added the ability to print the invoice after clicking the Quick Fulfill button on a sales order
- The advanced search in Checkout now has the option to show all open sales orders
- Memo Data CSV can now be exported
- Add Inventory CSV now includes QB Class
- Added a Sales Order module option to use the sales order Carrier for drop ship purchase orders
- Added the Difference field that shows the remaining cost when Manually landing costs in the reconcile wizard
- Added the ability to use order number hyperlinks on reports for shipments
- BOM Description was added to the work order search and advanced search
- Added a user access right to view the cost in the Part module
- Added the Ref No to transfer order receipts
- Added the ability to store a different Merchant ID and Device ID per client when integrating with CardConnect
- Default Issue Status is now included in the new customer wizard
- Users with sufficient rights can now edit the custom fields of sales order items after the order has been fulfilled
- Added a Cancel button in the Sales Order module that will void an order that has been picked and packed
- Sales Order Details CSV import can now cancel a sales order (cancelled order status)
- Parts can now have a default PO Item Type of Purchase, Credit Return, or Outsourced
- Added the ability to specify a return part when a part's default purchase order type is Outsourced
- Added more detail for image import on the following CSV imports: Part, Product, Part Product & Vendor Pricing
- Added the ability to right-click a sales order item and change the type to Credit Return or Dropship
- The Duplicate button in the Sales Order module now has the option to duplicate the sales order as Drop Ship or Credit Return
- The Customer Part Number can now be added to a sales order with the Sales Order CSV import
- Added a warning message when integrated with Xero and taking a multi-currency payment
- Added a Vendor module option to use the vendor minimum order quantity when auto-generating purchase orders
- Added a Part access right to allow/prevent the ability to edit the part's default location
- Reports
- Shipping Invoice
- Title is now modifiable. Proforma and Invoice titles can be changed separately.
- Downsized the font on the item list. The report can now display more items per page.
- Work Order Flag
- Now displays calendar categories.
- Added options to filter by, sort by, and hide/show categories.
- Title can now be modified.
- Work Order Summary
- Now displays calendar categories.
- Added options to filter by, group by, and hide/show categories.
- Added an optional Location Group column.
- Title can now be modified.
- Work Order Traveler
- This report has been completely redesigned.
- Changed to portrait and downsized the font to make room for many more items on a page.
- Now displays calendar categories.
- Added option to hide/show categories.
- Title can now be modified.
- BOM Instructions no longer display on their own page.
- Manufacture Order Traveler
- This report has been completely redesigned.
- Changed to portrait and downsized the font to make room for more WOs per page.
- Now displays calendar categories.
- Added option to hide/show categories.
- Title can now be modified.
- Export Summary
- Added "Apply Date Filter" option. The date range can now be set to look at either Date Posted or Item Date Fulfilled.
- Purchase History
- "Apply Date Filter" titles have been changed to reflect the names in the client.
- Report title has been changed to "Customer Purchase History".
Authorize.net
- Resolved: Payment Gateway integration being removed after deleting a payment that was taken before integrating with Authorize.net
Checkout
- Resolved: No prompt to print the invoice after selecting Invoice payment method
CSV Import/Export
- Resolved: Users create from CSV import would not show in dropdown lists until after a server restart
- Resolved: Generic Shopping Cart CSV missing QB Class column
- Resolved: Yahoo Shopping Cart CSV missing QB Class column
- Resolved: PO as SO export blank error because of missing QB Class column
- Resolved: Receipt Item unit cost showing $0 when PO was created via CSV
- Resolved: Add Inventory XLSX import error with 3 or more decimal digits
- Updated Part Product & Vendor Pricing import instructions to specify that the Asset Account column maps to the expense account field for non-inventory parts
- Resolved: Tooltips & CSV instructions showing incorrect character limits
- Resolved: Importing locations requires a server restart to show in lists
- Resolved: Part Product & Vendor Pricing import allowed non-inventory type parts to have tracking assigned
- Resolved: Using Part Cost CSV to update costs on databases not using average cost caused accounting export errors
Customer
- Resolved: Null error when trying to save a customer when the address and contact information was added and then the address was deleted
Dropbox
- Resolved: Error when opening a file uploaded for a Work Order
Fishbowl GO
- Resolved: Receiving clears out customer/job field on receipt item
Installer
- Resolved: Linux installer errors
- Auto-updater optimizations
Inventory
- Resolved: Moving an item with a serial number containing "%" causes an error
Locations
- Resolved: Null error when deleting non-required location
Location Groups
- Resolved: Creating a new Location Group requires a server restart to show locations in lists
Manufacture Order
- MO to PO speed improvements
- An MO with multiple WO's for the same BOM will display the BOM number in the search instead of saying "Multiple BOMs"
- Resolved: Inability to pick higher level WO when deleting a lower level stage on a multi-stage order
Picking
- Resolved: Finished pick item status orb shows green circle instead of a checkmark
- Resolved: Splitting Work Order picks causing decimal eaches
Purchase Order
- Resolved: Deliver To on CSV import not being accessible in the client
- Changed PO Item Details "Outsourced" field label to "Returning As"
Receiving
- Resolved: Modifying a consumed RG's serial number when selecting Finished Good tracking from consumed tracking caused a blank error
Sales Order
- Resolved: Sales Order CSV attachment being blank or missing when sending Purchase Order emails
- Resolved: Payment Receipt module option set to none still tries to print receipt
Shipping
- Resolved: Paid stamp not showing because of rounding errors
- Resolved: Shipping an item with a serial number containing a "\" caused an error
- Resolved: Voiding a shipment with Carton Based Shipping turned on removes all manually added shipping type line items
Quickbooks Desktop
- Resolved: Customers without a set country not importing state into Fishbowl
- Resolved: Partial fulfillment with multiple subtotals export issues
- Resolved: Suspense account type would break the export/integration (UK version)
Quickbooks Online
- Resolved: Part/Product assigned accounts not overriding integration default account mappings
XERO
- Resolved: Classes not being included on journal entries in certain situations
- Resolved: Vendor credit journal debiting inventory asset rather than crediting it
- Resolved: Export rounding errors
- Issue: "Invoice # must be unique" error when fulfilling 2 different drop-ship items on the same order
- Resolution: Added module option to add a unique ID to the order number
- Resolved: "The line amount cannot be zero or empty" export error
Database Changes
- Added column PART.DEFAULTOUTSOURCEDRETURNITEMID
- Added column PART.DEFAULTPOITEMTYPEID
- Dropped table PLUGINDATA_AUD
- Also added 'Cancelled' status id's for SO and SO Item (85 and 75 respectively)
- Updated the following fields to size 60
- SO.billToName
- SO.shipToName
- SHIP.shipToName
- PO.shipToName
- PO.remitToName
- XO.shipToAttn
- XO.fromAttn