Release Notes archive

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Note: This page is for older versions of Fishbowl. See the Release Notes for more recent versions.

Contents

2017.13 Released - 12/18/2017

Considerations before updating
  • If you are updating to 2017.13 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.
  • If you have already updated to 2017.12 and are having issues with images, please contact support as additional steps may be needed to update to 2017.13.
Fixes - 2017.13

Issue: After updating to 2017.12, some companies are seeing issues with images being incorrect and in some cases are not able to make changes to those images.

  • Resolution: Images are now migrating correctly and can be updated as needed. If you are having these issues on 2017.12, please contact support and they can help you through the process of correcting the problem.

2017.12 Released - 12/14/2017

Considerations before updating - 2017.12
  • If you are updating to 2017.12 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.
  • If you install 2017.12 to a new folder, you will need to move your Images folder from the previous Fishbowl install to your new install folder in order for your images to migrate.
  • Any custom reports that include images may be impacted by the change to storing images in the database directly. Please contact the custom reports team (email: reportsEmail.png) before updating to ensure that your custom report is compatible with 2017.12.
Highlights - 2017.12
New Features - 2017.12
Fixes - 2017.12

Accounting

  • Issue: Updating currency conversions gets an error when using Yahoo as the conversion source.
  • Resolution: Yahoo has discontinued their finance API. Please connect to QuickBooks Desktop in order to import currency conversions or use our new Currency CSV import option.

Checkout

  • Issue: The window that opens when a user needs admin approval to override a price is not sizing correctly.
  • Resolution: The override window now sizes correctly and contains more information on what is needed.

CSV Import/Export

  • Issue: Product CSV fails to create new products if the carton count field is left blank.
  • Resolution: New products can now be created with or without the carton count field data.
  • Issue: The Product CSV can create products for part types that don't allow products as long as the part already exists.
  • Resolution: The Part type is now validated on import and products can only be created for part type's that allow products.
  • Issue: New Info field is not included on the Payment Data CSV.
  • Resolution: The Info field has been added to the Payment Data CSV.

Manufacture Order

  • Issue: Using the Search icon then selecting an item from the list does not add it to the order when you close the dialog.
  • Resolution: The first highlighted item in the list will now be added to the Manufacture Order.

Payment Gateway

  • Issue: If you are not integrated with a Payment Gateway, selecting a Check or E-check method in the payment wizard does not work.
  • Resolution: You can now use Check and E-check regardless of Payment Gateway status. (patch available for 2017.11 version, please contact support if needed.)
  • Issue: When integrated with Authorize.net, Check functions the same as E-check requiring an account and routing number.
  • Resolution: Check now functions as intended asking for a check number and reference. (patch available for 2017.11 version, please contact support if needed.)
  • Issue: Using Wallet cards for payment with Authorize.net fails in some cases citing that the security code cannot be left blank.
  • Resolution: A Security Code field has been added to the payment dialog in case it needs to be used for Wallet Cards.
  • Issue: On a Sales Order with a negative total price, selecting a Wallet card for the payment method will process the payment with a positive amount instead of directing you to the Payment Viewer module to use the Refund feature.
  • Resolution: Regardless of payment method, the payment wizard will direct you to the Payment Viewer module if the amount on the payment is negative.

QuickBooks Desktop

  • Issue: Exporting a Check type payment to QuickBooks was adding "Check #" to the data entered in the field.
  • Resolution: We now only send the Check number itself instead of all the data in our payment info field.

Reports

  • Issue: AU Only: In some cases the tax amount calculated on the Sales Order report and the Shipping Invoice report does not match what shows in the Sales Order module.
  • Resolution: These reports have been updated to round correctly to match the Sales Order module UI.

Sales Order

  • Issue: Product alert notes are not displaying if items are added through the Add SO Item wizard.
  • Resolution: Product alerts now display once a product is selected and you hit Next in the wizard.
  • Issue: If a user doesn't have the Price Override user right, they can still add Discounts through the Add wizard.
  • Resolution: The manager approval window will now ask for a valid user name and password when adding Discounts this way without the Price Override user right.
  • Issue: Adding line items to an issued Sales Order and hitting the Check Inventory button without saving first will cause a duplicate pick to be created.
  • Resolution: Using the Check Inventory button now saves the Sales Order correctly and will add new items to the current pick instead of creating a new one.

Vendor

  • Issue: New Vendors can be created from the Purchase Order Vendor drop down even if a user does not have Edit access for Vendors.
  • Resolution: The Purchase Order Vendor drop down now checks user access correctly.

Xero

  • Issue: AU Only - Exporting a credit return sales order with the amount includes tax box checked will not send the invoice properly to Xero.
  • Resolution: Credit return Sales Orders now send to Xero correctly for amounts include tax.
Plugins - 2017.12

Avalara

  • Issue: If a sales order item is split into different cartons on the shipment you may get a $0.00 item sent to Avalara returning no tax.
  • Resolution: The correct price is sent to Avalara regardless of how quantities are split on shipments.
  • Issue: If a Sales Order is set to use Avalara and the shipment is only packed, it will not let you void the shipment.
  • Resoltuion: As long as the order has not been shipped, you can use the Void button to undo a packed status.

Fishbowl GO for Android

  • Issue: When you don't have the access right to overpick Work Order's it errors saying you can't pick a quantity greater than what is listed.
  • Resolution: We now display an error message specifically saying you need the access right to overpick.
Database Changes - 2017.12
  • Added image table

2017.11 Released - 11/9/2017

Considerations before updating - 2017.11
  • If you are updating to 2017.11 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.
  • Storing payment card information has been converted to a payment gateway specific token based system. Any payment card information stored prior to updating to 20107.11 will be removed from Fishbowl and will need to be reentered using the new Customer Wallet functionality.
Highlights - 2017.11
New Features - 2017.11
Fixes - 2017.11

General

  • Issue: Customer, Vendor, Part, and Company modules all store a user name of only 15 characters when user name can be 100 characters.
  • Resolution: Tables have been updated to 100 characters for storing the user name.
  • Issue: When created a new blank database the Core option in Product module options is left blank.
  • Resolution: Added a default "-Core%' value to this module option so other options can be changed without having to enter something new into the field.

Authorize.Net

  • Issue: When zip code is selected as an option, it will only send to Authorize.Net if the all the address options are selected.
  • Resolution: Each billing address option now processes correctly regardless of other options selected.

CSV Import/Export

  • Issue: A number of CSV Imports were refreshing the entire cache of items instead of just the changes made by the CSV causing the import to take an extended period of time.
  • Resolution: The following CSV's now refresh cache appropriately: Part, Product, Part Product and Vendor Pricing, Customer, Customer Parts, Part Units of Measure, Part/Product Renaming, Purchase Order, Vendor, Kit Items, Tax Rates, and QuickBooks Class.
  • Issue: The Sales Order CSV import will create a blank customer record for the order if CustomerName is blank on the CSV.
  • Resolution: The Sales Order CSV will now check if CustomerName is filled in and will error if it's blank.
  • Issue: The Sales Order CSV is not creating customer contact details when creating a new customer.
  • Resolution: The customer contact details will now save to the customer record on import.

Fishbowl GO

  • Issue: If you don't have View access to the Data module, the message on login is unclear.
  • Resolution: New error message tells you that you need the Data-View access right.
  • Issue: In some parts of Fishbowl GO you could not load a part number if it contained an apostrophe.
  • Resolution: The apostrophe character can now be searched for correctly.
  • Issue: When using the "Print From Device" setting the reports would be saved with the "Format Report for Exporting" option selected.
  • Resolution: Reports now print all pages correctly from GO.
  • Issue: When using the "Scan each individual item" option in Packing you are not able to scan a product UPC code once the edit screen is available.
  • Resolution: Using Product UPC is now working correctly when in the packing item edit screen.
  • Issue: When using the "Scan each individual item" in Picking, if the part you're editing doesn't have any Vendor associations and you type in the quantity to edit, Fishbowl GO will force close.
  • Resolution: In the Picking item edit window, decimal quantities can now be set regardless of Vendor parts or options selected.

Purchase Order

  • Issue: Fulfilling and exporting a receipt to Accounting and then voiding that receipt and immediately voiding the PO will remove the post records and not remove the PO from Accounting.
  • Resolution: Attempting to Void a PO after the Receipt is voided will require you to export to Accounting first.

QuickBooks Online

  • Issue: Using an American Express for payment would fail to export the payment details due to the reference being too long.
  • Resolution: Change Info saved to payment to says "Amex" instead of "American Express" to be within the required length.

Reports

  • Issue: Attempting to save reports as a .xls file will cause an error.
  • Resolution: Reports can again be saved as any of the available file types.
  • Service Order
  • Kit Header line would show when price was $0 and "Show Products with zero dollar value" was unchecked. Updated the report to exclude zero dollar Kit Header line items.
  • All Barcode Labels
  • Centered the barcode on the label.

Sales Order

  • Issue: When using a Drop Ship item, the Carrier does not transfer from the Sales Order to the new Purchase Order.
  • Resolution: Carrier now transfers from Sales Order to Purchase Order for Drop Ship items.
  • Issue: When carton based shipping is turned on and you back date a shipment, the shipping line added to the Sales Order is using today's date for the fulfilled date instead of the date used on the shipment.
  • Resolution: The shipping line item will use the date used on the shipment.
  • Issue: When taking multiple payments, hitting enter does not advance the confirmation dialog to take the next payment.
  • Resolution: Hitting enter will now advance the dialog and continue to the payment screen.

Shipping

  • Issue: When using the Product carton count feature the cartonCount field on the ship record does not populate correctly.
  • Resolution: Ship.cartonCount now populates the correct number or cartons when using Product carton count.
Database Changes - 2017.11
  • posTransaction table - removed reference column
  • Added wallet and walletPayment tables

2017.10 Released - 10/12/2017

Considerations before updating - 2017.10
  • If you are updating to 2017.10 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.
  • If you are having trouble starting your server on Mac or Linux, you may need to add a timezone setting to your MySQL .cnf file. Find your current .cnf file then add this line: default_time_zone=-07:00
  • The -07:00 number represents the Mountain timezone. Please adjust your timezone number accordingly (i.e. -08:00 for Pacific time)
Highlights - 2017.10
New Features - 2017.10
Fixes - 2017.10

General

  • Issue: Selecting multiple emails in an email wizard will cause an SMTP error.
  • Resolution: Selecting multiple emails now sends correctly to all addresses selected.

Accounting

  • Issue: Changing the cost of an item in between fulfilling and exporting a Work Order will cause the transaction to fail when exporting to QuickBooks Online or Xero.
  • Resolution: The standard cost of items is now stored at completion of Work Orders to avoid errors or future cost problems.

Customer

  • Issue: If a customer name included "\" then it would fail when exporting to QuickBooks Desktop.
  • Resolution: Corrected the issue for both customer and vendor names.

Inventory

  • Issue: When using an Outsourced item on a PO and going from one part to a different part, the new part's On Order count is not increased.
  • Resolution: On Order now reflects the new part that will be received in place of the old part for Outsourced items.
  • Issue: If a new part has never had inventory, attempting to edit the average cost will cause errors.
  • Resolution: You can only edit the average cost if you have current inventory available.

Payment Viewer

  • Issue: Delete and Refund payments always showed available even if no payment was loaded.
  • Resolution: Delete and Refund options only show when available to use.
  • Issue: Refunding a cash payment would cause an error.
  • Resolution: Cash payments can now be refunded.
  • Issue: Attempting to refund payments from previous versions of Fishbowl would not display an error if the Store Credit card option was turned off when the payment was taken.
  • Resolution: This scenario will now display an error correctly.

Picking

  • Issue: If a pick is fully committed, changing the Location Group option will not flag the pick as changed and you can't save the pick.
  • Resolution: Changing the Location Group drop down will now mark the order as changed and will save accordingly.

Product

  • Issue: The Inventory info button on the Details tab shows no inventory info.
  • Resolution: This inventory info button now shows inventory correctly based on user access.

Purchase Order

  • Issue: Outsourced PO's use the company ship to address from the order on the shipment created instead of the vendor you're sending the part to.
  • Resolution: Outsourced PO shipments now pull the Vendor's address from the order.

QuickBooks Desktop

  • Issue: Fishbowl's character limit for FOB Points is 15 characters while QuickBooks only supports 13 characters.
  • Resolution: We now trim the FOB point name to 13 characters when exporting to QuickBooks to avoid errors.

Reports

  • Costing Layer Valuation
  • Added UOM to Qty column.
  • Purchase Order Report
  • Added option to show/hide order notes.
  • Margins by Sales Order
  • Fixed issue where the part line item was duplicating.
  • Manufacture Order Traveler
  • Fixed the "Show WO Travelers" option to show all Work Order Travelers.
  • On Hand Report
  • Fixed an issue where the tracking fields were showing in an inconsistent order.
  • Turnover Report
  • Updated the report to account for selling products in different UOM's.
  • Compare Sales by Month
  • Report now always pulls from current product number/description instead of what it was on a given Sales Order.
  • Shipping Invoice
  • Fixed an issue where the Ship To address would disappear when the order had a discount or shipping line item.
  • Fixed an issue where the Subtotal wasn't correctly using discount or shipping items.

Sales Order

  • Issue: After unissuing a Sales Order, if you right click on that order in the search pane, the options available are still for an issued order.
  • Resolution: Search pane will show correction menu options for whatever status an order is in.
  • Issue: In some cases, mostly on Canada databases, the tax at the bottom right of orders doesn't match what shows up on the order once it makes it to QuickBooks.
  • Resolution: The database stored the correct value for the order so we now display that instead of recalculating in the UI.
  • Issue: The check inventory wizard was not refreshing properly when using the back and next buttons and changing date options.
  • Resolution: You can now move between pages of the wizard, change options, and see correct results.
  • Issue: AUSTRALIA ONLY - New payment wizard does not account for the round to nearest module option.
  • Resolution: New payment wizard now correctly rounds for cash payments.
  • Issue: When using a Drop Ship part, if there is no Vendor association and you select Yes to create one, the Vendor part number does not fill in with the part number.
  • Resolution: The Vendor part number field will now fill in with the part number and can be edited if needed.

SalesPoint

  • Issue: Module options were not fitting correctly in the window.
  • Resolution: Resized the window to fit all options.
  • Issue: AUSTRALIA ONLY - When price rounding option is turned on, the change given doesn't calculate on payments taken.
  • Resolution: Change given now calculates correctly for SalesPoint payments.

Schedule

  • Issue: The Schedule module can lock up on tasks in some cases.
  • Resolution: Fixed issues where the schedule module locks up which should no longer require a server restart.

Shipping

  • Issue: Order type drop down includes WO option which isn't necessary.
  • Resolution: Removed the WO option from the order type drop down in Ship search.
Plugins - 2017.10

Avalara

  • Issue: The tax line item added to the sales order does not get a price set on its postSoItem record causing issues with some reports.
  • Resolution: The postSoItem for the Avalara tax item added to orders now gets price set correctly.
Database Changes - 2017.10
  • woItem table - added standardCost column for tracking the standard cost at the time of WO fulfill

2017.9 Released - 9/21/2017

Considerations before updating - 2017.9
  • If you are updating to 2017.9 from a version that is older than 2017.1 please see Considerations before updating to 2017 before proceeding.
  • Credit card processing APIs have been updated. If you process credit cards through Fishbowl, please review this page before updating. After updating to 2017.9 a re-integration to your payment processor is required.
Highlights - 2017.9
New Features - 2017.9
Fixes - 2017.9

CSV Import/Export

  • Issue: The Sales Order Details CSV was able to change an SO's status even if it was In Progress.
  • Resolution: The CSV will now only be able to change the order status if it's available to be changed.

Inventory

  • Issue: If you have a lot of custom fields the Advanced Search window will not always be able to display all of them.
  • Resolution: The Advanced Search window will now have a scroll bar instead of attempting to fit all the field in one window.

Fishbowl GO

  • Issue: Trying to Pack in Fishbowl GO causes an error.
  • Resolution: Packing in GO now works as expected.

Payment

  • Issue: Attempting to enter a CVC number with a 0 at the beginning will cut off the 0.
  • Resolution: The CVC field will now accept all numbers.
  • Issue: When saving a payment's data to the Info field the wrong Name type was being used.
  • Resolution: The Payment Method name will now be stored in the Info field for future reference.

Reports

  • Shipping Invoice
  • Fixed an issue where the ship to address would disappear on a fulfilled shipment when the order has a shipping or discount line item.
  • POS Receipt
  • Updated the report to pull payment method and last 4 of the card number based on the new database table setup.
Database Changes - 2017.9
  • PosTransaction table - column transactionId adjusted to be 100 characters instead of 20.

2017.8 Released - 9/14/2017

Considerations before updating - 2017.8
  • If you are updating to 2017.8 from a version that is older than 2017.1 please see Considerations before updating to 2017 before proceeding.
  • Credit card processing APIs have been updated. If you process credit cards through Fishbowl, please review this page before updating. After updating to 2017.8 a re-integration to your payment processor is required.
Highlights - 2017.8
New Features - 2017.8
Fixes - 2017.8

General

  • Issue: Customer and Vendor Address Info on the Account Info tab was difficult to read because it was grayed out.
  • Resolution: The Address Info section now displays as normal text but is still uneditable. Go to the Address tab to make changes.
  • Issue: Attempting to use more than one email address in the BCC field for email setup will cause an error when sending emails.
  • Resolution: You can now use multiple email addresses in the BCC field.
  • Issue: CANADA ONLY - Creating a new blank database was getting an error that would allow you to use the database, but no views were created causing errors throughout Fishbowl.
  • Resolution: New databases now create with the views correctly.

Bill of Materials

  • Issue: Removing a Finished Good item from an Always Create type BOM will leave the Always Create flag marked on the part sometimes causing issues with Sales Orders.
  • Resolution: If the removed item is on no other Always Create BOM's, the Always Create flag on the part will be set to false.

Consignment

  • Issue: The error message for items attempting to be sold but that don't have an assigned product was incorrect.
  • Resolution: The error is now grammatically correct.

CSV Import/Export

  • Issue: If the UOM Each is inactive and you try to import "Part Product and Vendor Pricing" without any vendor part info you will receive a null error.
  • Resolution: "Part Product and Vendor Pricing" can now be imported while each is inactive as long as each is not used as the part UOM.

Location

  • Issue: Users are able to create "In Transit" location types.
  • Resolution: You now receive an error when attempting to save an In Transit location type as this type is reserved for Transfer Orders only.
  • Issue: The location module Tag field was using comma's for number of 4 digits or more.
  • Resolution: This field will now display only the number and no comma.
  • Issue: The location Auto Create feature would not create locations in some cases due to the way it was checking for existing locations.
  • Resolution: The Auto Create feature will now check existing locations correctly and will create new locations if necessary.

Part

  • Issue: For a part with multiple products, if you delete the default Product on the details tab, the remaining product will not be set as default which can cause errors in Consignment.
  • Resolution: You are no longer able to delete the default Product from the Part module.

Picking

  • Issue: When using inventory tracking, picking (as well as shipping and other inventory functions) can be very slow.
  • Resolution: Fishbowl no longer uses the tracking views in the database to look up the tracking needed and instead queries the database directly.

Purchase Order

  • Issue: Advanced search label says "Date Received" when it really is searching for Date Completed.
  • Resolution: Label updated to reflect search results. Go to Receiving Advanced Search for actual Date Received advanced searches.

QuickBooks Desktop

  • Issue: When importing new classes from QuickBooks an error would return for every class that already exists in Fishbowl causing confusion.
  • Resolution: If a class already exists in Fishbowl during the import, no error will display.
  • Issue: Sales Orders get an error posting to QuickBooks when Class tracking is assigned to names but the customer in QuickBooks does not have an assigned class.
  • Resolution: Sales Orders now have no trouble posting to QuickBooks regardless of how Class is assigned in QuickBooks.
  • Issue: CANADA ONLY - Tax Angency Vendors were making the Vendor import from QuickBooks fail when using certain tax reporting periods.
  • Resolution: Vendors can now be imported regardless of which tax reporting period is selected.

Reports

  • Part Barcodes One Off
  • The Count field now has two functions: If a part number is selected, it will print that specific quantity of labels for the selected part number. If the part number field is left blank, the count is the number of parts from your part list to print in conjunction with the skip field.
  • Product Barcodes One Off
  • The Count field now has two functions: If a product number is selected, it will print that specific quantity of labels for the selected part number. If the product number field is left blank, the count is the number of products from your product list to print in conjunction with the skip field.
  • Vendor Backorder Report
  • Now includes miscellaneous PO items on the report.
  • Vendor Performance Report
  • Now includes miscellaneous PO items on the report.
  • Receiving History
  • Selecting a vendor now excludes customer receipts and vice versa.
  • Packing List
  • Updated to pull Ship To address information from the Shipping module.
  • Fixed a spelling error in part number footnote. (Parenthesis to Parentheses)
  • Shipping Invoice
  • Updated to pull Ship To address information from the Shipping module.
  • Inventory Shipping Summary
  • Updated to pull Ship To address information from the Shipping module.
  • Shipment History
  • Updated to pull Ship To address information from the Shipping module.
  • Bill Of Lading
  • Updated to pull Ship To address information from the Shipping module.

Sales Order

  • Issue: Adding configurable items to a Sales Order no longer allowed you to manually set price adjustments for applicable items.
  • Resolution: Price adjustments can now be set manually or use the default for the item during the configuration wizard.
  • Issue: Kit headers do not get fulfilled when one of the items is a Drop Ship type item.
  • Resolution: Kit headers now fulfill correctly when all items are fulfilled regardless of item type.
  • Issue: The Sales Order item Margin field is not calculating correctly for Non-Inventory items with a quantity more than 1.
  • Resolution: The Margin field now calculates correctly regardless of item type or quantity.
  • Issue: For BOM's that have sub-assemblies with price adjustments, the adjustments are not calculating correctly with more than 1 quantity.
  • Resolution: Price adjustments now calculate regardless of quantity or assembly level.
  • Issue: In some cases line items fulfilled at the same time will get a slightly different fulfillment date and will cause the order to not get a date completed.
  • Resolution: The order date completed is now set correctly as long as all the lines are closed.

Shipping

  • Issue: If a shipment gets a Part Cost ID database error during shipment, the shipment does not roll back properly and commits only a partially completed shipment.
  • Resolution: If a Part Cost ID error is given, the shipment now rolls back correctly to the open status.
Plugins - 2017.8

Avalara

  • Issue: The tax line item added to the Sales Order was being added with cost causing a journal entry in QuickBooks for Misc. COGS.
  • Resolution: The tax line item is now price only.
Database Changes - 2017.8
  • BOM table - added defaultCalCategory field.
  • PosTransaction table - added info field to store card type and last 4 digits of a processed card. Also removed miscCreditCard column as it was unused.
  • Ship table - added columns for shipping address.
  • SO table - changed residentialFlag field to shipToResidential

2017.7 Released - 8/10/2017

Considerations before updating - 2017.7
Highlights - 2017.7
New Features - 2017.7
Fixes - 2017.7

General

  • Issue: When a date field becomes uneditable, sometimes it has a gray background making it difficult to read the date.
  • Resolution: Date fields now have a white background once they are uneditable.
  • Issue: Attempting to delete an address that includes contact information will give an unhelpful error.
  • Resolution: Deleting an address will contact information will now give you the option to cancel or also delete the contacts associated.
  • Issue: If the Fishbowl Server properties file did not include the License Key line, the Fishbowl server would crash on startup.
  • Resolution: The Fishbowl Server will no longer crash in this scenario and will instead ask you for a license key to add to the properties.

Accounting

  • Issue: Running a repost export that includes Work Orders does not clear all the necessary for re-exporting causing errors.
  • Resolution: Using the repost function will now post Work Order's correctly.
  • Issue: During data validation to QuickBooks Online some products or customer names would return an error in come cases saying it already exists.
  • Resolution: Fixed one possible issue where this error would occur.

CSV Import/Export

  • Issue: The Custom Field Data and Part Product and Vendor Pricing CSV's do not validate list type Custom Field data.
  • Resolution: You can only use case-sensitive values from the custom list specified when importing data for a list type custom field.
  • Issue: If the Sales Order CSV cell types are formatted incorrectly, dates will import as the year 0017 instead of 2017 in some cases.
  • Resolution: All dates will import as 2017 regardless of Excel cell formatting.

Picking

  • Issue: The Finish search column was not displaying correctly for some orders that were started but had short items.
  • Resolution: The Finish icon now shows correctly for started picks with short items.

Purchase Order

  • Issue: If you have an item that is received but not reconciled, you will not be able to add or delete current PO items.
  • Resolution: You are now able to change PO items regardless of receipt status.
  • Issue: The UOM drop down in the PO Item Details window or the Add Miscellaneous Item window was displaying blank even though the data was available to use.
  • Resolution: The UOM drop down now displays correctly for all PO Items.
  • Issue: Starting a new PO and not selecting a vendor then opening an existing PO will not allow you to change the item quantity.
  • Resolution: Item quantity is available for existing PO's regardless of the previous PO's state.

Sales Order

  • Issue: Fulfilling kits with only one kit item does not always calculate the quantity fulfilled for the kit header correctly.
  • Resolution: Kit header quantity fulfilled is now calculated correctly regardless of the number of kit items.
  • Issue: Sales Orders created by RMA's had a null Note and mcTotalTax fields in the database causing errors in some cases.
  • Resolution: RMA's now create Sales Order records correctly.
  • Issue: Switching between Markup and Unit Price fields on Sales Order items could continually recalculate the price or markup very slightly.
  • Resolution: If numbers are not changed we no longer try to recalculate the price or markup fields.

Setup

  • Issue: When changing a Payment Method name to something with the same spelling but different casing, you would get a unique name error.
  • Resolution: You can now change the casing of a Payment Method name and save it without an error.

Shipping

  • Issue: Carton weight does not calculate correctly if you partially pick an item, then finish the rest of the pick and add it to the same shipment.
  • Resolution: Carton weight now calculates correctly regardless of quantity picked.
  • Issue: Using the Carton Count feature in the product module while having more than one line of the same product on an SO causes the SO items to fulfill incorrectly.
  • Resolution: The Carton Count number will now apply to individual line items instead of total product quantity on an order.
Plugins - 2017.7

Fishbowl GO

  • Issue: Fishbowl GO will crash when trying to open a receipt for a credit return Sales Order created by an RMA.
  • Resolution: Fishbowl GO can now open these types of receipts with no issue.

2017.6 Released - 7/13/2017

Considerations before updating - 2017.6
  • If you are updating to 2017.6 from a version that is older than 2017.1 please see Considerations before updating to 2017 before proceeding.
  • If your automatic Client update is failing after the Fishbowl Server is updated, please adjust your Client memory allocation by following the steps here.
Highlights - 2017.6
New Features - 2017.6
Fixes - 2017.6

General

  • Issue: Updating or backing up a MySQL database will leave a backup copy in a general Windows temp folder.
  • Resolution: These temp files are now deleted after we are done using them during the update or backup process.
  • Issue: New and Delete Address buttons were not displaying correctly throughout the software.
  • Resolution: These buttons now display the full text and are no longer cut off.

CSV Import/Export

  • Issue: On the Vendors CSV Import the Address Name was only allowing 60 characters when the database limit is 90.
  • Resolution: The Address Name field now allows the full 90 characters on the Vendors import.

Customer

  • Issue: The new customer wizard would always do a default class of None.
  • Resolution: The new customer wizard now leaves the Class field blank so that it can always be set or does nothing.

Inventory

  • Issue: In the Inventory module "Display more Information" screen, the checkbox to "Show all location groups" was working incorrectly.
  • Resolution: Removed the checkbox so you only see inventory for your location groups.

Picking

  • Issue: If remaining items on a Sales Order are deleted, the pick will have all finished items but still have an Entered pick status.
  • Resolution: If all remaining items are removed from a pick, that pick will be set to Finished.

Product

  • Issue: Duplicating products can be very slow in some cases.
  • Resolution: Refactor of code to improve speed.

Receiving

  • Issue: If you enter a Reference Number on a line item and hit Fulfill, the Reference Number field will be cleared.
  • Resolution: The Reference Number on the line item now saves when hitting Fulfill.
  • Issue: In the Edit Tracking window in the Receiving module, the auto-generate tracking buttons show available for Outsource type items.
  • Resolution: The auto-generate tracking icons now only show if the tracking field is editable.

SalesPoint

  • Issue: The Customer's default class is not assigning to the order or items.
  • Resolution: Class is now selected from the Customer's default.

Sales Order

  • Issue: Adding a Build to Order item with price adjustments to an SO can get the wrong price adjustment if an adjustment option line's box is not checked.
  • Resolution: The price adjustments on Build to Order items will only update if the box is checked for a specific item.

Schedule

  • Issue: Attempting to run a Currency update schedule will fail if you are not connected to an accounting package.
  • Resolution: Running a Currency update schedule can now be done regardless of accounting integration.

Shipping

  • Issue: Voiding a shipment does not clear the SO Item's date fulfilled.
  • Resolution: Voiding a shipment will now clear the SO Item's date fulfilled as long as the quantity fulfilled goes down to 0.
  • Issue: When using serial numbers sometimes the list would be truncated between picking and shipping causing shipping errors stating there's not enough serial numbers.
  • Resolution: All serial numbers now correctly make it to shipping.
  • Issue: Some shipments show a successful ship but are actually failing in the background and not rolling back the shipment, usually on larger orders.
  • Resolution: These errors now cause the shipment to fail and roll back what was successfully shipped to avoid corruption.
  • Issue: UPS Ready COD settings were not working correctly in some cases.
  • Resolution: Updated the UPS COD options to be correct in the database.

Unit of Measure

  • Issue: When creating a UOM conversion it does not check if current items on BOM's are compatible with the new conversion causing errors when finishing Work Order's later on.
  • Resolution: An error now shows when current BOM items are not compatible with a new conversion.

API

  • Issue: Using the SO Delete call can cause corruption.
  • Resolution: SO delete call removed to avoid this corruption. Use the Void API call instead.

iReport

  • Issue: Using the accountID parameter from our iReport documentation would cause reports not to run.
  • Resolution: This parameter has been fixed and can now be used without issue.
Plugins - 2017.6

General

  • Issue: The Fishbowl Server was not deleting old plugin files after updating the plugin.
  • Resolution: The old plugin files now delete correctly when updating or uninstalling plugins.
  • Issue: Updating the Fishbowl Client would sometimes hold old plugin files and install them again when updating the client to a new Fishbowl version.
  • Resolution: The Fishbowl Client now deletes the update files when the update is complete.
  • Issue: User Group access right options for plugins weren't duplicating and showing twice.
  • Resolution: Access rights only show once for plugins.

Avalara

  • Issue: Shipping an order would fail to process if the Sales Order has no taxable line items on it.
  • Resolution: If an SO has no taxable line items we will not process the order through Avalara.
  • Issue: If a customer is set to Tax Exempt, the Sales Order would be changed to a Tax Rate of None.
  • Resolution: If integrated with Avalara, the Tax Rate for Sales Orders is completely determined by the Customer's tax rate. If the Customer's rate is set to "AvaTax Order" then it will process through Avalara.
Fishbowl GO (ANDROID VERSION ONLY) New Features - 2.0

** This update requires Fishbowl 2017.5

** iOS release coming soon.

New Features

Bug Fixes

  • Issue: When scanning with the camera, app would force close if adding more than one serial number.
  • Resolution: All serial numbers can now be added regardless of scanning method.
  • Issue: WO Finish only asks for primary tracking instead of all tracking.
  • Resolution: WO Finish now asks for all tracking.
  • Issue: The Scrap feature was requiring all tracking instead of just the primary tracking.
  • Resolution: Scrap now only asks for the primary tracking (i.e. Serial Number).

2017.5 Released - 6/15/2017

Considerations before updating - 2017.5
Highlights - 2017.5
New Features - 2017.5
Fixes - 2017.5

General

  • Issue: Fishbowl Server window still show "Database URL" text for Firebird database files.
  • Resolution: Fishbowl Server window now shows "Database Host" to indicate which MySQL server is being used.
  • Issue: Certain characters are not encoding correctly to the backup file when made through Fishbowl causing errors on restore in some cases.
  • Resolution: All characters are now encoded correctly on backup.
  • Issue: On low resolution monitors or small Fishbowl windows the email settings would cut off.
  • Resolution: Email settings now has a scroll bar.

CSV Imports/Exports

  • Issue: The Payment Data CSV was importing lines without error even when the CSV fails due to errors on other lines.
  • Resolution: This CSV will only import data on a successful import.
  • Issue: Importing kits using the Sales Order CSV would fail if the Kit Header item type was not set to 80.
  • Resolution: Kit headers will now import with a type of 80 or 10.
  • Issue: Importing a Sales Order CSV requires the Tax Code but the code is not required to be unique so it may not select the tax you're hoping for.
  • Resolution: The Tax Code field will now check the Tax Name first then the Code if it can't find the name.

Linux Installation

  • Issue: A change made to the system causes the .sh files not to work properly.
  • Resolution: The .sh files can now be used correctly. Please speak with Fishbowl Support about a resolution for the 2017.4 version or use the app files instead of the .sh files.

Location

  • Issue: The Customer/Job field would be available to select from but would hide if you switched location types.
  • Resolution: The Customer/Job field is now available to use for any location type.

Picking

  • Issue: If an item on a pick becomes short or partial while the pick is open, attempting to pick or refreshing the pick would clear the location from other finished items on the pick.
  • Resolution: A line item splitting or becoming short no longer removes the location from other pick items.
  • Issue: The status icon in the Pick search pane is not correct when dealing with non-inventory items.
  • Resolution: The status icon is now correct regardless of item type.

Purchase Order

  • Issue: Duplicating PO's can take a significant amount of time in some cases.
  • Resolution: Refactor of code to improve speed.
  • Issue: Part tax codes are not being applied to PO items in the Australia and Canada versions of Fishbowl.
  • Resolution: Tax codes now apply properly.
  • Issue: Unable to search for Miscellaneous Item number and description in the Advanced Search window.
  • Resolution: You can now use the Advanced Search Part Number and Description fields to find Miscellaneous Parts.

QuickBooks Desktop Integration

  • Issue: Pulling in open PO's from QuickBooks would leave the Vendor Number field blank on the PO Item when it's not allowed to be blank.
  • Resolution: The Vendor Number field now fills in with the Part Number.

Reports

  • Issue: Reports Module Options for Default Date Range, Location Group, and Salesperson do not work.
  • Resolution: These options have been removed since they can be saved per report.

Sales Order

  • Issue: Double clicking on a flat rate Discount item will reset the item price to the original amount from the Discount module.
  • Resolution: Double clicking to edit a flat rate Discount item now has no effect on the item price.
  • Issue: Margin and Markup calculations were not correct in some cases when large quantities were used.
  • Resolution: Margin and Markup calculations are now correct regardless of quantity.
  • Issue: Closing short a not-inventory item will cause a "Dividing by 0 is not allowed" error when using the Margin/Markup option.
  • Resolution: You can now close short a non-inventory without any errors.
  • Issue: Voiding a shipment would not clear the Sales Order Date Completed or the shipment's Date Shipped.
  • Resolution: Voiding a shipment now clears the above dates.
  • Issue: If an item was closed short to 0 quantity and you opened the Item Details window it would tell you the quantity could not be set to 0.
  • Resolution: Item Details can now be viewed on items closed short at 0 quantity.
  • Issue: Line Item custom fields are visible even when inactive.
  • Resolution: Inactive custom fields no longer show on SO line items.

User

  • Issue: Saving user details is unavailable on users other than admin when they should be able to update contact info and their password.
  • Resolution: Saving user details is now available for users without edit access so they can save their own details and password.

API

  • Issue: There is no option to set an SO item tax rate or code on the US version when using the SO Item call.
  • Resolution: You are now able to set the tax on an SO item regardless of country version.
Plugins - 2017.5

Dropbox

  • Updated to the latest Dropbox API

2017.4 Released - 5/11/2017

Considerations before updating - 2017.4
  • If you are updating to 2017.4 from a version that is older than 2017.1 please see Considerations before updating to 2017 before proceeding.
  • Each client computer will need to be manually updated to the 2017.4 version as a result of changes made to the way the client update is received from the server.
Highlights - 2017.4
New Features - 2017.4
Fixes - 2017.4
  • Issue: Associated products, RMA's and custom field data via the API causes the Fishbowl client to run slowly.
  • Resolution: Optimization to each of these areas allows the client to run queries faster.
  • Issue: Items that have been used on a Work Order after being received cause an error when trying to reconcile.
  • Resolution: Items that have been received then consumed on a Work Order can now be reconciled properly.
  • Issue: Using the X to kill a scheduled task removes it from the list but doesn't always stop it from running.
  • Resolution: Killing a scheduled task now completely stops it from running in all cases.
  • Issue: In the Products section of the Part module, using the New or Edit Product window could cause some fields to be filled in with incompatible data.
  • Resolution: The New and Edit Product buttons now take you to the Product module to perform those functions.
  • Issue: The Bill of Materials CSV is not setting the Auto Create type to the module option default if the type was not set on the CSV.
  • Resolution: The Bill of Materials CSV will now use the default Auto Create type if not set on the CSV.
  • Issue: Importing a Bill of Materials through CSV would cause the Bill of Materials report to not show the BOM Number or Description until the BOM is manually saved.
  • Resolution: The Bill of Materials report now shows the BOM details immediately after the CSV is imported.
  • Issue: When adding a part to a Purchase Order, the UOM was not being set correctly and would cause it to be set to Each.
  • Resolution: UOM is now being set correctly when adding items to a Purchase Order.
Plugins - 2017.4
  • Issue: Fishbowl GO - Android version: Cycle counting an item with multiple tracking types doesn't record the secondary tracking correctly.
  • Resolution: Cycle counting with multiple part tracking fields works like a charm.

2017.3 Released - 4/13/2017

Considerations before updating - 2017.3

If you are updating to 2017.3 from a version that is older than 2017.1 please see Considerations before updating to 2017 before proceeding.

Highlights - 2017.3
New Features - 2017.3
Fixes - 2017.3

General

  • Issue: Dashboard module button shows in the module pane even if you don't have access to it.
  • Resolution: Dashboard module button now only shows if you have the access right.
  • Issue: URL paths that don't exist don't display an error when attempting to navigate to the path.
  • Resolution: Error now displays correctly in the client.
  • Issue: Using the email button doesn't load company email addresses unless a customer or vendor is loaded.
  • Resolution: Company email addresses will now load any time the email button is used.
  • Issue: URL links are not working correctly if they are pointing to a shared or network drive.
  • Resolution: URL links now work correctly.
  • Issue: Server logging for reports is showing extra XML information.
  • Resolution: Logging no longer shows the extra unneeded information.

API

  • Issue: Processing credit card payments through the API doesn't charge the card or store details correctly.
  • Resolution: Card processing through the API now works correctly.
  • Issue: Using the Issue SO call after an order has already been issued or even fulfilled will create a duplicate pick.
  • Resolution: Attempting to use the Issue SO call will error out if the order has already been issued.
  • Issue: Using the Save Ship call will clear carton weight, length, height, and declared value if they have been filled in on the carton.
  • Resolution: the Save Ship call now includes the weight, length, height, and declared value fields to be set.

Company

  • Issue: Certain areas of the company module are able to be edited in some cases even when the user only has view access.
  • Resolution: All areas of the company module are locked down for view only access.

Consignment

  • Issue: Cycle counting an item causes a null error.
  • Resolution: Cycle counting now works correctly.

CSV Imports / Exports

  • Issue: Custom field data instructions refer to the "export" but there isn't an export for custom field data
  • Resolution: Instructions updated
  • Issue: Sales Order Details would get a null error if it didn't recognize the status ID.
  • Resolution: Incorrect status on the CSV will now give an appropriate error.

Part

  • Issue: Loading parts can be slow, especially if you have a lot of custom fields
  • Resolution: Refactor of code to improve speed
  • Issue: During the new part wizard, the Product Income account does not save if you go to the next page and then back to the Default Accounts page.
  • Resolution: Product Income account now saves regardless of moving through wizard pages.

Picking

  • Issue: The picking module is slow in some cases (load module, open pick, or finish).
  • Resolution: Refactor of code to improve speed
  • Issue: Using the "Group Single Item Orders" option in the Group Pick window groups multi item orders as well.
  • Resolution: The "Group Single Item Orders" option now works correctly.
  • Issue: Ungrouping picks doesn't work correctly when two different order types have the same ID.
  • Resolution: Ungrouping picks works correctly regardless of order type.

Purchase Order

  • Issue: Opening the item details window would load slowly in some cases due to loading inventory details
  • Resolution: Don't load the inventory details until that tab is selected.
  • Issue: Adding an item to be a PO can be slow because it queries more data than it needs.
  • Resolution: Only the necessary data for the PO is loaded when adding a part.
  • Issue: If item description is too long, the inventory tab of the item details window loads incorrectly.
  • Resolution: Inventory tab now loads correctly regardless of description length.
  • Issue: Some Advanced Search fields are not being cleared when using the Reset Filters button.
  • Resolution: All Advanced Search fields now clear correctly when resetting filters.

QuickBooks Desktop Integration

  • Issue: On a brand new integration, the "Days" fields for importing orders are not initially available to edit.
  • Resolution: Days checkbox edit availability is now based off of its assigned order type check box.

QuickBooks Merchant Services

  • Issue: Errors returning from QuickBooks Merchant Services were not being captured and displayed.
  • Resolution: Errors returning from QuickBooks Merchant Services are now handled correctly.

QuickBooks Online Integration

  • Issue: Sending over a credit return Purchase Order would fail with an error that the amount must be greater than zero.
  • Resolution: Credit return PO's now send over correctly to QBO.

Receiving

  • Issue: Non-inventory drop ship items can be voided after being received, reconciled, or fulfilled.
  • Resolution: Non-inventory drop ship items can no longer be voided after moving on from Entered status.

Sales Order

  • Issue: Orders are slow to load and add products.
  • Resolution: Refactor of code to improve speed.
  • Issue: Opening the item details window would load slowly in some cases due to loading inventory details
  • Resolution: Don't load the inventory details until that tab is selected.
  • Issue: If item description is too long, the inventory tab of the item details window loads incorrectly.
  • Resolution: Inventory tab now loads correctly regardless of description length.
  • Issue: The phone and email fields on the Details tab can still be edited after fulfill even if you don't have access.
  • Resolution: Phone and email fields now tie to the "Can Always Change Details" user right.
  • Issue: Margin and Markup fields will show incorrectly data when item has more than one quantity fulfilled.
  • Resolution: Margin and Markup fields now display correct data.
  • Issue: Customer PO field is not checked for duplicates if the Sales Order is saved while the cursor is in the Customer PO field.
  • Resolution: Customer PO field is correctly checked for duplicates.
  • Issue: Duplicating Sales Orders can take a significant amount of time in some cases.
  • Resolution: Refactor of code to improve speed.
  • Issue: Checking for duplicate Customer PO's can take a significant amount of time if lots of Sales Orders have the same Customer PO data.
  • Resolution: Refactor of code to improve speed.
  • Issue: Some Advanced Search fields are not being cleared when using the Reset Filters button.
  • Resolution: All Advanced Search fields now clear correctly when resetting filters.

User Group

  • Issue: Sorting by the "Access Right" column will sort Accounting to the top instead of All Modules.
  • Resolution: When sorted, All Modules is on the top then everything else sorts alphabetically.

Xero Integration

  • Issue: AU version of Xero Integration doesn't export order totals correctly when the "amount includes tax" option is enabled
  • Resolution: Xero export always changes the amount to NOT include tax when exporting.
Plugins - 2017.3

Avalara

  • Issue: Sales Orders with subtotal items would send the subtotal to Avalara to be taxed.
  • Resolution: Subtotal type items no longer send through to Avalara.

2017.2 Released - 3/9/2017

Considerations Before Updating - 2017.2
Highlights - 2017.2
New Features - 2017.2
Fixes - 2017.2

Calendar

  • Issue: Editing a work order calendar event and category shows as grayed out, but it can still be edited.
  • Resolution: Fields are no longer grayed out.

CSV Imports / Exports

  • Issue: Sales order import fails when an order contains a kit within a kit.
  • Resolution: Importing an order with kits that contain kits returns an error message saying it is not handled.

Database Backup

  • Typo on the message that the database was backed up successfully has been resolved. (We can spell, but apparently we couldn't type correctly)

Dropbox

  • Issue: Attempting to download a file multiple times causes an error.
  • Resolution: File downloads work multiple times, no limit no :).

Inventory

  • Issue: loading inventory parts with tracking is slow.
  • Resolution: Loading tracking has been optimized with the MySQL database.

Locations

  • Issue: Attempting to delete a location causes an error.
  • Resolution: Deleting a location is possible when it's not in use.

Picking

  • Issue: Picking a non inventory item displays the wrong color pick icon, shows yellow, even though its pickable.
  • Resolution: Pick icon status color now shows in green for non inventory items.

Part

  • Part tracking type "check box" has been updated to "checkbox"
  • Issue: Advanced search window appears on primary monitor, not necessarily the monitor the Fishbowl client resides on.
  • Resolution: Advanced search window always launches on the same monitor as the Fishbowl client.

Payment Viewer

  • Issue: A payment that has a transaction ID, but no merchant service connected it still attempts to void through a merchant service and causes an error.
  • Resolution: When a transaction ID is present, but no current merchant integration is in place, the void skips the merchant step.

Purchase Order

  • Issue: Order cannot be saved if the last item added is a misc purchase item.
  • Resolution: orders can now be saved with misc items...oops.

QuickBooks Desktop Integration

  • Issue: Using an underscore (_) in the name of a payment method causes an export error if there are multiple methods with this character.
  • Resolution: Exporting payment methods with an underscore in the name works just fine.
  • Issue: Importing an inventory assembly from QuickBooks brings the raw goods in as an "each" even when the UOM is different.
  • Resolution: Importing assemblies from QuickBooks now includes the UOM on raw goods.
  • Issue: Sending a customer to QuickBooks doesn't populate the "Company Name" only the customer name.
  • Resolution: Customer name and company name are both populated on customer creation.
  • Issue: Partially shipping orders that contain a flat tax will duplicate the tax on each subsequent shipment, not just the initial shipment.
  • Resolution: Flat rate taxes are only included on one shipment, not all.

Receiving

  • Issue: Reconcile bill date auto resets to today's date when left empty in the reconcile wizard.
  • Resolution: Bill date is no longer reset and defaulting to the current date.

Reports

  • Issue: Auto PO report doesn't populate correctly.
  • Resolution: Report now populates with correct reorder data.
  • Issue: Bill of Materials report with the same stage multiple times only rolls up once, and doesn't account for UOM's.
  • Resolution: Report now includes UOM's and stages roll up correctly. Available and short quantity also added to the report.

Sales Order

  • Issue: Date issued stays populated in the database even after an order has been unissued.
  • Resolution: Unissuing a sales order removes the issue date.
  • Issue: Part cost on the sales order isn't updating when the order is fulfilled.
  • Resolution: Part cost now updates when the order is fulfilled.
  • Issue: Items can't be deleted from expired sales orders.
  • Resolution: Items can now be deleted form expired orders.
  • Issue: Sales order search causes an error when a voided status order is selected.
  • Resolution: Selecting voided errors works just fine.
  • Issue: Non inventory, service and ship type items cost doesn't update the margin / markup fields.
  • Resolution: Margin / Markup now reference the cost field on these types of parts to update the fields.

Transfer Order

  • Issue: Splitting items or attempting to partially ship a transfer order causes an error.
  • Resolution: Partial transfer orders can now be completed error free...sorry.

User

  • Issue: searching for a username and default email causes an error.
  • Resolution: Search now returns with no error.

Fishbowl Canada

  • Issue: Importing sales orders from QuickBooks doesn't correctly import the currency for multi-currency orders.
  • Resolution: Currency is now imported with the order.

Fishbowl GO

  • Issue: Packing an order clears the ship service associated with the order.
  • Resolution: Packing preservers the ship service.
Plugins - 2017.2
  • Issue: When closing FB the JX browser didn't also close
  • Resolution: JX Browser now closes when FB exits

Volusion

  • Issue: Product sync only allowed 100 items to sync at a time.
  • Resolution: All products now sync correctly
  • Issue: Cancelled orders import into FB.
  • Resolution: Cancelled orders are no longer imported into FB.
  • Issue: Sync failed if only one product is synced
  • Resolution: Single products now sync
  • Issue: Syncing product from FB to Volusion didn't return the product id to FB
  • Resolution: Product ID is now stored in the product id custom field in FB
  • Issue: Discount items not importing correctly
  • Resolution: Discount items now import correctly on FB SO

Forecast

  • Issue: Error returned when trying to run forecast data
  • Resolution: Forecast plugin now works in 2017 version of FB

QuickBooks Online

  • Issue: Error when trying to load plugin
  • Resolution: Plugin now works in 2017 version of FB

Magento Cart

  • Enhancement to store Magento Cart Store ID in SO Custom Field
  • Issue: Last Sync Date was set to task completion not task start
  • Resolution: Last Sync Date now sets to when scheduled task starts
  • Issue: New products when pulling from Magento to FB not created
  • Resolution: New products created in FB when pulling from Magento.
Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
Database Changes - 2017.2
  • SO table added column "totalPrice"
  • SO table added column "subTotal"
  • Address table column "addressName" length is now 90 characters
  • IssuableStatus table was created
  • Customer table added column "issuableStatusId"

2017.1 Released - 2/9/2017

Considerations Before Updating - 2017.1
  • Please carefully read Updating to 2017 before proceeding with the update.
  • Before updating to Fishbowl 2017.1, you must first be running Fishbowl 2016.14.
  • After updating, the database will be migrated from Firebird to MySQL. A new database will be created and populated with all existing data. This process will take a significant amount of time, especially when updating large databases.
  • If you have integrations such as shopping carts, custom reports, or custom shipping integrations, please contact the partner you purchased them from before upgrading to make sure they will work with 2017.1. We recommend that you test all custom integrations before updating.
  • When using ODBC shipping integrations, the ODBC driver will need to be reconfigured.
  • If you have your Fishbowl Server running on a Mac, please contact our support team. The database migration tool will not run on a Mac. We will be more than happy to assist you in migrating your database.
Highlights - 2017.1
New Features - 2017.1
  • QuickBooks desktop order import now includes line item notes during sync
  • Importing purchase orders from QuickBooks desktop now imports kit items as parts
  • Importing sales orders and invoices from QuickBooks desktop now imports kit items as products
  • Importing orders from QuickBooks desktop now imports sub items for order as parts/products
  • Tooltips added to show max characters to numerous Fishbowl fields
  • Running Fishbowl server on Debug level now shows plugin CSV data
  • Tooltips added to monitor module Alert and Critical inventory level data
  • Exporting CSV files remembers the last file location for future exports
  • Customer / Job information now posts to QuickBooks Desktop for each line item on an item receipt or bill
  • Shipment tracking in the shipping module now works with USPS shipments
  • Message received when maximum number of users is reached now correctly refers to the account sales executive
  • Functionality to multi select and issue multiple manufacture orders
  • Saving a file now recalls the last save location when saving files from Fishbowl
  • Hot keys added to database selection panel
  • Shipping Details tab allows the phone and email fields to be copied
Fixes - 2017.1

General

  • Issue: Opening multiple clients concurrently doesn't always load correctly unless any clients after the first run the client.bat file.
  • Resolution: Opening multiple client instances now works correctly.
  • Issue: Quantity and money type field data can become corrupted.
  • Resolution: Data storage and saving of quantity and money fields saves correctly.
  • Issue: Newfoundland state code lists as "NF" but it should be "NL".
  • Resolution: State code now correctly lists "NL".
  • Issue: Client computers aren't always checking for plugin updates from the server.
  • Resolution: update check is working correctly.

Class

  • Issue: Inactivating a sub class causes strange behavior in the class module.
  • Resolution: Inactivating now displays everything correctly.

CSV Import / Export

  • Issue: Instruction file includes a line that says, " the file does not contain column names, just data" and this is incorrect.
  • Resolution: Incorrect instructions have been removed.
  • Issue: Sales order import doesn't import correctly when discounts directly follow a kit header on the order import.
  • Resolution: Discounts now import correctly regardless of other item types being imported.
  • Issue: Instructions for the sales order import don't designate that importing a kit item requires that the soitemtypeid is required.
  • Resolution: Instructions now identify all required fields.

Currency

  • Issue: Updating currency conversions using the schedule module doesn't work.
  • Resolution: Scheduler correctly updates conversions again.

Customer

  • Issue: The error message when changing a customer account number to an account number that is already is use isn't clear as to what the error is.
  • Resolution: Error message now reads more clearly.
  • Issue: New customer wizard is requiring a default tax to be set, even though it's not required during a customer edit.
  • Customer tax rate is no longer required during the new customer wizard.
  • Issue: Creating a customer address with the state as Alabama (AL) actually enters as Alaska (AK) if you just tab through the field.
  • Resolution: State entry is now recorded correctly when using tab key to advance through fields.
  • Issue: Maps Button doesn't display the address correctly when there is a carriage return in the address.
  • Resolution: Address displays correctly now.

Dropbox Integration

  • Issue: Downloading files from dropbox fails on a Mac client because the file mapping structure is formatted incorrectly.
  • Resolution: File download now works correctly on a Mac client.

Mac Installer

  • Issue: Installing Fishbowl on a Mac that doesn't have Java installed doesn't run without manually installing Java or a previous version of Fishbowl.
  • Resolution: Installer now installs Java if needed, so that the installer can run correctly.

Monitor

  • Issue: Monitor module Refresh Rate option always runs for 30 seconds when enabled, regardless of user defined time setting.
  • Resolution: Refresh rate frequency now looks at the defined time interval.

Part

  • Issue: Part allows serial number tracking to be enabled when a part is on a picked but not finished work order.
  • Resolution: All part tracking can now only be enabled when a part isn't on any open orders or picks.
  • Issue: Saving a part with default locations that the user doesn't have access to, deletes the default locations for those groups.
  • Resolution: Saving now preserves default locations.
  • Issue: Part tracking type "check box" changed to "checkbox".
  • Issue: Lead time field on the bottom of the vendor tab doesn't save the data.
  • Resolution: Field now saves.

Pick

  • Issue: Pick search Finish icons showed incorrectly when items were on hold.
  • Resolution: Icons now show inventory as unavailable to pick with yellow or red status icons when items are on hold.
  • Issue: Pick search gives bad results when searching by number when there are multiple order types with the same number.
  • Resolution: Searching by number now accounts for multiple order types.

Product

  • Issue: Product Module advanced search window sometimes opens on a different screen.
  • Resolution: Advanced search will now open over the main search pane.
  • Issue: Product hyperlink tooltip says "part number" instead of "product".
  • Resolution: Tooltip now accurately says "product".
  • Issue: Editing a kit resets the UOM and SO item type fields to default settings.
  • Resolution: Editing a kit now saves the UOM and SO item type settings.
  • Issue: Product tree description changes don't take until a server restart occurs.
  • Resolution: Changes now take correctly on save.

Purchase Order

  • Issue: Purchase Order search fields would fail to search if too many characters were in the field.
  • Resolution: Purchase Order search fields are limited to the amount of characters of the original field.

QuickBooks Desktop

  • Issue: Importing orders from QuickBooks that have an item with 0 quantity would break the import.
  • Resolution: 0 quantity items in QuickBooks now import as a quantity of 1 and a price of 0.
  • Issue: Running a "Mark as Posted" export resets the date posted on all posted sales orders.
  • Resolution: Exporting as "Mark as Posted" only updates the dates on sales orders flagged as posted within the given posting batch.
  • Issue: Posting an item receipt that is behind a closing date doesn't actually post, only the bill is sent.
  • Resolution: Posting an item receipt behind a closing date now displays a message to the user indicating that QuickBooks doesn't allow this.

Receiving

  • Issue: Receiving a non-inventory drop ship item updates to an incorrect cost on the Sales Order item data.
  • Resolution: Receiving non-inventory drop ship items now uses the correct cost.

RMA

  • Issue: RMA's in International versions would assign line item tax code to non if the customer had a tax with a duplicate code.
  • Resolution: Product tax code is now assigned correctly for RMA's.

Sales Order

  • Issue: Sales Order item markup field can be edited to change the price of the item when the price should not be edited.
  • Resolution: Markup field can only be edited when price can be edited.
  • Issue: Clicking in the markup field on a Sales Order item with 0 cost would reset the price of the item.
  • Resolution: Sales Order item price does not update by clicking in markup field.
  • Issue: When a customer default tax rate is set to "None" the sales order is defaulting to the default tax rate rather than the customer default.
  • Resolution: Sales orders now use the customer default tax rate when it is present.
  • Issue: Kit item prices can be adjusted from 0 even when the kit price is set by the kit header.
  • Resolution: Kit item prices can no longer be adjusted when the kit price is defined in the kit header.
  • Issue: Entering a quantity with a decimal quantity on a part with an "each" UOM and dismissing the error dialog, then entering the item again, saves the item with the decimal quantity.
  • Resolution: Quantity now clears correctly when adding items to the sales order.
  • Issue: Credit return items update the customer part number last price when using the Quick Fulfill feature.
  • Resolution: Customer part number price is now properly reserved.
  • Issue: Custom line item fields don't transfer to the new order when using the duplicate feature.
  • Resolution: Custom line items are now included in the sales order duplicate.
  • Issue: Selecting back in the sales order item add wizard in the associated price step doesn't work if you don't have associated prices on the products.
  • Resolution: Back button now works.

Shipping

  • Issue: Some shipments receive an "Unable to void shipment" message when an item didn't make it into shipping due to an error.
  • Resolution: Error message now includes the part number causing the issue.
  • Issue: Product CSV import does not notate SKU and UPC character limit on the import instructions like the Part Product and Vendor Pricing import does.
  • Resolution: Product CSV import instructions now show character limit for SKU and UPC.
  • Issue: Voiding a shipment does not properly decrement the soItem.TotalCost when shipping an order it adds to the cost again, causing reporting discrepancies.
  • Resolution: Voiding a shipment now calculates correctly.

UPS Ready

  • Issue: Carrier service drop down menu on a return shipment doesn't display carriers.
  • Resolution: Drop down menu populates correctly.

User Right

  • Issue: Right to "Always edit item notes" on sales order only apples to item edit window, you can still edit in line.
  • Resolution: Access right now applies to inline edit also.

Vendor

  • Issue: Saving a vendor cost rule with duplicate names on the same part doesn't display a clear error message.
  • Resolution: Error message now reads more clearly.

Fishbowl Australia

  • Issue: Help \ About dialog doesn't display information.
  • Resolution: Dialog now shows correctly.
Plugins - 2017.1

Amazon

  • Issue: Amazon item total price is populating the imported order as the unit price.
  • Resolution: Price is now setting correctly.
  • Issue: Having a comma (,) in the company name of the Amazon account causes an error when attempting to configure the plugin.
  • Resolution: Commas and other special characters can now be used in the company name with no issues.

Avalara

  • Issue: Products with a number that is greater than 50 characters in length causes an error and doesn't display a clear error message.
  • Resolution: Error message from Avalara is now passed through to Fishbowl.
  • Issue: An error occurs when syncing with Avalara via the estimated tax button if the location group on the order does not have a default address in the company module.
  • Resolution: Estimated tax now displays a message informing the user that an address needs to be entered before estimated tax can be calculated.
  • Issue: Multiple shipments against a single sales order update Avalara with the latest transaction only when the "commit transactions" option is not enabled.
  • Resolution: Multi shipment orders now process each shipment correctly.

BigCommerce

  • Issue: BigCommerce plugin does not correctly verify if an order already exists in Fishbowl causing errors.
  • Resolution: Plugin now checks for current orders correctly.
  • Issue: Spaces on the end of a SKU are causing problems when looking up products by SKU.
  • Resolution: Carts that use SKU for identification now trim any spaces from the beginning or end of the SKU field.
  • Issue: Payment isn't pulled in on any orders paid for with store credit.
  • Resolution: Store credit now works as payment for orders when importing to Fishbowl.
  • Issue: Order number field is limited to a 30 character limit, orders with longer numbers do not import correctly.
  • Resolution: Field has been updated to varCharLong to accommodate for more characters.
  • Issue: If a product already exists in Fishbowl, any subsequent product syncs do not link variants.
  • Resolution: Variant products are now correctly linked during the product sync.
  • Issue: Verifying whether an order already exists in Fishbowl doesn't always work correctly.
  • Resolution: Order verification now correctly looks at existing orders.
  • Issue: Orders with more than 50 items don't include any items past the 50 item mark.
  • Resolution: Orders with more than 50 items now import correctly.
  • Issue: Coupons aren't coming in as a discount line item.
  • Resolution: Coupons now import correctly as a discount.
  • Issue: Inventory sync is occurring by product SKU instead of the item ID in the BigCommerce custom field.
  • Resolution: Inventory sync is now occurring by ID.
  • Issue: Sales order export isn't using the custom field for ID.
  • Resolution: ID field is now being used correctly.
  • Issue: Discounts are applying to the line item level, not the order level.
  • Resolution: Discounts now correctly apply to the order.

Magento

  • Enhancements
  • Ability to push product price and description changes from FB to Magento after initial product sync
  • Added more product field mapping options for SKU, Name, and Description fields
  • Customer email from Magento order now imports to the FB SO
  • Magento Store identity is now stored on the FB SO
  • Line item identity is now stored in SO Line Item custom field
  • If the FB carrier is set to UPS, USPS, FEDEX or DHL that will be sent to Magento, otherwise the value "custom" is sent along with the tracking number.
  • Fixes
  • Configurable Products now import correctly to FB
  • Zero Dollar Orders now import to FB
  • Line item level discounts now apply correctly

Magento 2x

  • Issue: Magento 2 plugin was not properly hiding the Tax field in the order import settings for international versions making it unusable.
  • Resolution: Tax fields now hides correctly for international versions of Fishbowl.
  • Issue: Discounts on orders cause an error when attempting to import.
  • Resolution: Discount field added to plugin to allow for mapping.
  • Issue: Unpaid orders come into Fishbowl as paid, while paid orders are coming in as unpaid.
  • Resolution: Paid orders and unpaid orders now come in with the correct payment status.
  • Issue: Attempting to connect to a shopping cart store when credentials are incorrect doesn't display a failure message.
  • Resolution: Failure to connect to a store now displays a user friendly message.

ShipStation

  • Enhancements:
  • Push Carrier and Carrier Method (when selected) from FB SO to Shipstation Order
  • Added reset last sync button
  • Push Carton Dimensions (when defined) from FB to Shipstation
  • Push product price from FB to Shipstation
  • Orders synced to SS will push over the customer email address
  • Fixes
  • Issue: Transfer orders don't import to ShipStation.
  • Resolution: Transfer orders are now included in the shipment sync to ShipStation.
  • Issue: syncing orders can create duplicate data when the order of operations isn't carried out correctly.
  • Resolution: Sync to and from Fishbowl have been combined into a single button.

Shopify

  • Issue: Manually linking a kit doesn't pull the kit product number, it pulls the title or SKU based on settings.
  • Resolution: The kit product number is now used for linking.

Volusion

  • Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.
  • Resolution: Store group number is now included and order sync is working properly.

WooCommerce

  • Issue: Orders are using the customer address information instead of the order address which causes a null error when importing orders.
  • Resolution: Order address is now being used so the order import can successfully run.
  • Issue: When a user has the "company" field populated but nor first or last name a blank customer record is created.
  • Resolution: Customer record no longer includes blank data.
  • Issue: Using the Avalara Avatax plugin with WooCommerce cannot pull in orders because of an error that occurs when attempting to sync.
  • Resolution: Orders with Avatax now correctly sync.

Zen Cart

  • Issue: Order sync isn't correctly pulling the bill to address on an order, only the ship to address.
  • Resolution: The bill to address is now pulling with the order sync.

Fishbowl API

  • Issue: Save CarrierService on shipment doesn't work.
  • Resolution: Save works now
  • Issue: GetNextNumber causes incorrect commiting.
  • Resolution: Removed the bad request
  • Removed: OpenModuleRq
  • Removed: ProductQuery
  • Use Instead: ProductGet
Database Changes - 2017.1
  • POSTransaction table column "change" has been updated to "changeGiven"
  • ShippingImport table column "ignore" has been updated to "ignoreThis"
  • PluginProperties table column "key" has been renamed to "dataKey"
  • PluginData table column "key" has been renamed to "dataKey"
  • DataExport table column "sql" has been renamed to "dataQuery"
  • Part table column "rev" has been renamed to "revision"
  • Data auditing is now enabled. When audits occur, new tables are created as tableName_aud

2016.14 Released - 11/10/2016

Fixes - 2016.14
  • Issue: Cost of goods sold may be off if you receive, sell the product, and then export to QuickBooks Desktop before you reconcile the cost or add landed costs.
  • Resolution: Reconciled costs get correctly applied to COGS.
  • Issue: ABC wizard was not calculating the the codes correctly.
  • Resolution: Ordered the parts by percentage before calculating the ABC code.
  • Issue: Volusion shopping cart plugin orders don't always import due to a data field being formatted incorrectly.
  • Resolution: Field now formats correctly so import can successfully complete.

2016.13 Released - 10/13/2016

Highlights - 2016.13
New Features - 2016.13
Fixes - 2016.13

Accounting Integration

  • Issue: Connection flag for accounting doesn't release on import failure.
  • Resolution: Connection flag now releases correctly.
  • Issue: Nexus port number gets reset on install.
  • Resolution: Port is preserved during install process if the install is an update.

API/SDK

  • Issue: Pick can be saved even when it is already a finished status.
  • Resolution: Pick can only be saved before finish.

Bill of Materials

  • Issue: Note type items cannot be added to a bill of Materials.
  • Resolution: Notes can be added successfully once more.

CSV Import / Export

  • Issue: Sales order import ignores the quantity if the kit items aren't listed out.
  • Resolution: Quantity is now included when importing kits.
  • Issue: PPVP import does not allow drop ship items to be non inventory type. The product import and UI do allow.
  • Resolution: PPVP import now allows this change.

Database Administration

  • Issue: Changing database connection confirmation window uses red "x" icon that looks like an error message.
  • Resolution: Icon updated to informational icon.
  • Issue: Database name on backup sometimes lists incorrectly.
  • Resolution: Backup name is now correct.

Picking

  • Issue: Typo for the word "each" in the tool tip for grouping a pick.
  • Resolution: Fixed the typo and re-enrolled in Hooked on Phonics®.

Product

  • Issue: Searching for a product by UPC doesn't correctly return the product.
  • Resolution: Search now returns expected results for UPC field.

Purchase Order

  • Issue: Error message when attempting to void an order that has been posted isn't clear.
  • Resolution: Error message text has been clarified.

QuickBooks Desktop Integration

  • Issue: Exporting a sales order with a sub total that has a credit card payment causes an error.
  • Resolution: Exporting this type of order now posts correctly.
  • Issue: Export error when a customer name ends in a colon (:), QuickBooks expects this to be a customer/job.
  • Resolution: Export is still restricted, character still allowed in Fishbowl, but an error message now explains this.

Receiving

  • Issue: Voiding a line with a deficient available quantity displays a committed error.
  • Resolution: Incorrect error is no longer displayed.

Sales Order

  • Issue: Sales order line item custom fields transfer to a new sales order when the module option to sync product custom fields to sales order is not enabled.
  • Resolution: New sales orders don't maintain incorrect custom field settings when creating a new order.
  • Issue: Quickfulfill errors on orders with misc sale/service items when combined with discount/sub total type lines.
  • Resolution: Orders now fulfill correctly.

Shipping

  • Restored UPS Ready connection.
Plugins - 2016.13

General Plugin Changes

  • Issue: Removing / uninstalling a plugin leaves plugin data and scheduled tasks.
  • Resolution: Uninstalling a plugin now removes the data and any scheduled tasks.
  • Issue: Missing data on save doesn't switch to the tab with the missing data.
  • Resolution: On save, the tab with missing data is now loading.
  • Issue: Product tree filter for products fails when the product tree has branches / nodes.
  • Resolution: Product tree filter now works with multiple branches / nodes.

Fishbowl Anywhere

  • Issue: The user.properties file is encoding incorrectly when updating the Anywhere password.
  • Resolution: the password is being saved correctly again.

Avalara

  • Issue: Validating an address frequently fails when fields contain any additional data like an ATTENTION: listing.
  • Resolution: Rather than a direct fail, Fishbowl now attempts a secondary validate using City/State/Zip.

Fishbowl GO

  • Issue: Picking or receiving a part with tracking can only be completed successfully once, any subsequent attempts cause an error.
  • Resolution: Working with parts that have tracking now functions as it should.
  • Issue: Packing a part with tracking and then voiding the shipment and pick in the client creates a shipment error.
  • Resolution: Shipment integrity is now maintained for this process.
  • Issue: Changing order information in GO causes an error when the client auto refreshes.
  • Resolution: Error no longer occurs when changes are made via Fishbowl GO.

Magento

  • Issue: Saving the sales person is required for import order, even when the task is not active.
  • Resolution: Required fields are only required on active tasks.

Shopify

  • Issue: Orders that are already fulfilled in Shopify when Fishbowl attempts to update the order display an ambiguous error message about URL ID's.
  • Resolution: Error message now clearly indicates the order number / order ID.

WooCommerce

  • Issue: OrderID can now be a string, not just an integer field.
  • Resolution: Our field once again matches the updated field from WooCommerce.

3dcart

  • Issue: Fishbowl creates products in the cart but then fails to import the custom field ID that identifies the product.
  • Resolution: Custom field data is now entered correctly.
Considerations Before Updating - 2016.13
  • The new installer will set the Fishbowl Server to run as Administrator automatically. If you are integrating with QuickBooks, your QuickBooks shortcut will also need to be set to run as Administrator.

2016.12 Released - 9/8/2016

Highlights - 2016.12
New Features - 2016.12
Fixes - 2016.12

Accounting

  • Issue: The accounting configuration wizard tooltip for the misc expenses account displays the HTML tags.
  • Resolution: Tooltip now displays correctly.

Carrier

  • Issue: Error occurs when attempting to delete new carriers or create new carriers. Carrier still saves, but displays an error.
  • Resolution: Carriers can be saved and deleted correctly once again.
  • Issue: Selecting "new" with another carrier already loaded keeps the services list from the current carrier for the new entry.
  • Resolution: Selecting "new" now refreshes the list of services correctly.

Discount

  • Issue: Discounts are always using the default account rather than the discount specific mapping.
  • Resolution: Account mapping now uses the discount level mapping instead of default mapping.

Manufacture Order

  • Issue: Multiple finished goods step "apply remaining costs" allows for negative numbers.
  • Resolution: Only positive numbers are allowed to be entered.
  • Issue: Order URL is disabled after the order is fulfilled.
  • Resolution: URL remains enabled after fulfillment and also when a user has view only rights.

QuickBooks Desktop Integration

  • Issue: Importing assemblies from QuickBooks as a bill of materials errors when attempting to pull an inactive item from QuickBooks.
  • Resolution: Any inactive items will be omitted, active items will be pulled to Fishbowl. Error when all raw goods are inactive.

QuickBooks Online Integration

  • Issue: Exporting to an item that is "inventory" type in QBO causes errors in accounting. All items should be "service" type.
  • Resolution: Improved error message when attempting to export inventory type items instructs the user that it needs to be service type.
  • Issue: Scrap account default type is expense, should be cost of goods sold.
  • Resolution: Default account type changed to cost of goods sold.

Reports

  • Issue: Receiving history part/desc field doesn't wrap to next line when data exceeds feild length.
  • Resolution: Field now wrap now works as it should.
  • Issue: Inventory allocated to work order duplicates repair type items.
  • Resolution: Duplicates removed.
  • Issue: Forecast report only pulls for the main location group.
  • Resolution: Report now includes correct inventory, not just main LG.
  • Issue: Margins by sales order option to show voided orders isn't including voided orders
  • Resolution: Voided order option now does something.
  • Issue: Receiving label includes all parts, not just those received.
  • Resolution: Only received items are included.

SalesPoint

  • Issue: Avalara integration button displays, but doesn't process through SalesPoint.
  • Resolution: Button has been removed from SalesPoint.
Plugins - 2016.12

Amazon

  • Issue: Tooltip on the pull product incorrectly says "product name".
  • Resolution: Updated tooltip now correctly labes as "product number".

Sales Data

  • Issue: Module doesn't always load correctly.
  • Resolution: Module now loads again.

Shopify

  • Issue: Bad error message when weight UOM field isn't populated.
  • Resolution: Defaults to lbs when not set.
  • Issue: Weight field lists as required but is not actually required.
  • Resolution: Field is now required.
Considerations Before Updating - 2016.12
  • Java 8 update requires that each client computer will need to be manually updated. Fishbowl's auto update feature won't be able to run.
  • Database encoding is now enforced. This limits the "special characters" to the UTF-8 subset of supported characters. If you have orders or products that will not load please contact Support.
  • iReport uses a previous version of Java. If using iReport, please follow these steps to reconfigure iReport.

2016.11 Released - 8/11/2016

Highlights - 2016.11
New Features - 2016.11
Fixes - 2016.11

General

  • Issue: Hovering the mouse over a module tab when the dashboard module is open always displays the hourglass icon, even though it's not needed.
  • Resolution: Cursor icons are now working correctly.

Bill of Materials

  • Issue: Bill of Materials with a stage displays an error when you select the staged item then select the finished good.
  • Resolution: Error message no longer appears.

Carrier

  • Issue: Search pane would not load a new record when using the Enter key.
  • Resolution: Enter key will now load a new record.

CSV Import/Export

  • Issue: Add Inventory import only imports quantities using the part base UOM, regardless of the UOM specified in the CSV import file.
  • Resolution: CSV import now properly calculates with any UOM that has a conversion to the part.
  • Issue: Sales Order CSV creates a blank contact if creating a new customer for the order import.
  • Resolution: Contact field is now properly populated when created via the sales order import.
  • Issue: Sales Order CSV would create a blank order if no line items are present.
  • Resolution: CSV now requires items to import orders.

Discount

  • Issue: New Discount dialogue box would allow Name and Description fields to be longer than the database field length.
  • Resolution: Dialogue fields now match database length.

Location Group

  • Issue: Search pane would not load a new record when using the Enter key.
  • Resolution: Enter key will now load a new record.

Payment Terms

  • Issue: Module title bar isn't displaying the selected payment term.
  • Resolution: Title bar is now populating correctly.
  • Issue: Search pane would not load a new record when using the Enter key.
  • Resolution: Enter key will now load a new record.

Picking

  • Issue: Quantity type tracking fields are auto setting to 0 in the finish wizard.
  • Resolution: Value no longer defaults.

Purchase Order

  • Issue: Auto PO places the vendor name in the item note.
  • Resolution: Item note is no longer populated.

QuickBooks Online

  • Issue: Export errors display two times in the error log window of the export
  • Resolution: Error now shows one time, rather than in duplicate.
  • Issue: Orders that are back dated in Fishbowl would send journal entries with today's date.
  • Resolution: Journal entries now use correct date.

Reports

  • Issue: Inventory Shipping Summary would not show orders that did not have a state code filled in.
  • Resolution: Report options now include a checkbox to show orders with no state.
  • Issue: Margins Report does not filter by product tree when a tree category is selected.
  • Resolution: Report now filters by product tree correctly.
  • Issue: Sales Order Summary report will still include orders with an Expired status when the Expired box is not checked.
  • Resolution: Report now filters Expired status correctly.
  • Issue: Running reports in the schedule module will use incorrect dates and show incorrect data in some cases.
  • Resolution: Reports run in the schedule module now use dates correctly and match those run in the reports module.

Sales Order

  • Issue: Sales order item in line edit doesn't correctly calculate the total price when price adjustments are used.
  • Resolution: Total price now calculates adjustment values correctly.
  • Issue: Kits within kits don't fulfill correctly, the header of any sub-level kits don't get a date last fulfilled.
  • Resolution: Date last fulfilled is now set on all kit headers when fulfilling the order.
  • Issue: Customer default class will assign to the order, but line items still use Location Group class.
  • Resolution: Customer default class now assigns to the order and line items unless the Product itself has a default class.

Shipping

  • Issue: Calculated carton weights aren't converting to lbs correctly when the part base UOM is KG.
  • Resolution: calculation now works correctly across multiple UOM's.

Vendor

  • Issue: Adding a vendor cost rule only allows 2 decimals to be entered into the cost field through the dialog box.
  • Resolution: Cost field now supports entry of 5 decimal places.

Xero

  • Issue: Orders that are back dated in Fishbowl would send journal entries with today's date.
  • Resolution: Journal entries now use correct date.

API

  • Issue: Date fields were inconsistent, sometimes using UTC, other times server local time.
  • Resolution: All dates now use the server local time.
Plugins - 2016.11

Amazon Plugin

  • Issue: Plugin isn't pulling the Amazon ASIN.
  • Resolution: ASIN is now pulling.

Ebay Plugin

  • Issue: Syncing products doesn't pull all products, only the first portion on the first sync.
  • Resolution: Product sync now batches and pulls all products instead of just the first batch pulled.

Shopify Plugin

  • Issue: Order address is only pulling the first line, not any secondary line address information.
  • Resolution: Address now pulls both Address line 1 and line 2.
  • Issue: Product sync doesn't correctly pull default weight UOM or product weight.
  • Resolution: weight and weight UOM are now set correctly during product sync.

Fishbowl GO

  • Issue: Entering part tracking during a receive or cycle count for a new part with no inventory doesn't record the tracking on the first entry.
  • Resolution: Part tracking is now properly recorded on the first inventory entry.
  • Issue: Packing calculates the carton weight based on the unit weight rather than the total weight.
  • Resolution: Calculation now looks at total weight.
  • Issue: Receiving a misc type item causes an error that crashes the GO client.
  • Resolution: Misc purchases now display with misc item number and receive correctly.
  • Issue: Picking a part with tracking from two different lot numbers (or other tracking type) doesn't display tracking on the 2nd lot picked.
  • Resolution: Both tracking fields can now be selected.
  • Issue: About screen version doesn't show the correct version.
  • Resolution: Versioning is now up to date.

Zen Cart

  • Issue: Restarting the Fishbowl client resets the database password to the encrypted version.
  • Resolution: Password now saves to utilize encryption key correctly.
Database Changes - 2016.11
  • Removed UPSServices table
  • Created CarrierService table

2016.10 Released - 7/14/2016

Highlights - 2016.10
New Features - 2016.10
Fixes - 2016.10

Accounting

  • Issue: The user group access right for running an accounting package integration only applies to QuickBooks desktop integrations.
  • Resolution: The access right controlling accounting integration now applies to all accounting packages (QuickBooks, QuickBooks Online, and Xero).

CSV Import/Exports

  • Issue: Manufacture orders created through sales orders that are created from a CSV import or shopping cart integration don't have the note item from the bill of materials.
  • Resolution: Notes now show correctly on the work orders.

Custom Field

  • Issue: Date type custom fields in the Canada version of Fishbowl would switch the month and day fields every time you hit save.
  • Resolution: Date type custom fields now format correctly for each country version of Fishbowl.

Home

  • Issue: Bill of Materials and Manufacture Order module can be accessed even when the license key is warehouse.
  • Resolution: Access to manufacturing functionality now references the license key correctly.

Inventory

  • Issue: Inventory search resets each time you leave the module when advanced search criteria is used.
  • Resolution: search now saves correctly.

Picking

  • Issue: Voiding a grouped pick would set the slot number field to 1 for every item.
  • Resolution: Voiding a grouped pick now sets the slot number based on the order the item is tied to.
  • Issue: Parts with money type custom tracking would not show tracking options in the pick Finish wizard until you searched for the tracking amount.
  • Resolution: Inventory for money type tracking will now show up as soon as you hit Finish and will select the first available if nothing is searched for.

QuickBooks Online Integration

  • Issue: Posting address info errors on phone and email if the character account exceeds 21 characters.
  • Resolution: Email and phone fields are now truncated during export to match the field length required in QBO.

Reports

  • Issue: Using some features of Plugins would cause reports to no longer run until restarting Fishbowl.
  • Resolution: Reports now work correctly.

Sales Order

  • Issue: Swiping a credit card does not advance the data between fields from card number to name.
  • Resolution: Fields now advance correctly when swiping a card.

Fishbowl GO

  • Issue: Packing in GO does not update the carton weight correctly.
  • Resolution: carton weight now calculates and updates correctly.
  • Issue: Text for Options to update UPC and image were not correctly labeled.
  • Resolution: These Options now indicate that are to update Product UPC and Image and provide a Tool Tip.

2016.9 Released - 6/9/2016

Highlights - 2016.9
New Features - 2016.9
Fixes - 2016.9

General

  • Memo panels now include alternating color striping (zebra striping)
  • Trailing spaces are no longer allowed in database names

BigCommerce Plugin

  • Issue: Importing products and orders can occasionally error depending on volume.
  • Resolution: Importing data now loads in batch quantities to avoid overload errors.
  • Issue: Products with no SKU are still pushing to BigCommerce.
  • Resolution: Only products with a SKU are pushed to BigCommerce.
  • Issue: Importing a Sales Order with the Note field filled in would fail.
  • Resolution: Importing Sales Order's with notes now works correctly.

CSV

  • Issue: Product Export will only export 2 decimals even when more exist.
  • Resolution: All decimals now export correctly.

Consignment

  • Issue: Auto numbering consignment orders can create a corrupted order.
  • Resolution: Auto numbering now correctly creates the order.

Customer

  • When creating a new address the validate button will now only show if you are integrated with either USPS or Avalara.

Part

  • Issue: New part wizard overrides product custom fields for products with a matching part id in the database.
  • Resolution: Product custom fields now save correctly.
  • Issue: New part creation allows serialized tracking, then backing to UOM and changing from each to another UOM.
  • Resolution: UOM is validated on tracking selection step of the new part wizard.

Purchase Order

  • Issue: In line edit for Auto PO doesn't work for the notes field.
  • Resolution: In line edit works correctly.

QuickBooks Desktop

  • Issue: Importing sales taxes doesn't properly assign a tax code.
  • Resolution: Tax codes are being properly assigned during import and creation.

QuickBooks Online Integration

  • Issue: Posting a sales order with a drop ship item posts the sales order date, not the date it's actually fulfilled.
  • Resolution: Posting now works correctly with multiple
  • Issue: Vendor bills don't properly export when there are multiple item receipts.
  • Resolution: Bills now export correctly and auto number up when multiple receipts occur.
  • Issue: Exporting items with all 0% tax rates fail to post correctly.
  • Resolution: Export now posts correctly.
  • Issue: Payments posted with a sales order still create a payment and invoice rather than a sales receipt.
  • Resolution: Sales receipts now post correctly.
  • Issue: Part accounts don't update in QBO when they are changed in Fishbowl.
  • Resolution: Updating part accounts now applies correctly.

Sales Order

  • Issue: Sales order credit return and sale fails to post to QBO - Credit memo and the invoice are the same number.
  • Resolution: Order numbers now append.
  • Issue: Adding a product associated with a BOM that's is short creates a manufacture order with a 0 quantity.
  • Resolution: Manufacture orders are only created when needed, nothing with a 0 quantity is created.
  • Issue: Prices are not displaying in the sales order combo box when the product has been edited and the server hasn't been restarted.
  • Resolution: Prices are now showing correctly.
  • Issue: users that don't have access rights to view markup still see the total markup in the order total in the lower right corner.
  • Resolution: Total display now refers to access rights.

Shopify Plugin

  • Issue: Pulling products from Shopify only syncs a portion of the products, the last 250 are left off.
  • Resolution: Product pull now includes all products.
  • Issue: Tooltip for mapping products doesn't fully explain the mapping process.
  • Resolution: Tooltip has been updated to properly explain mapping.

Vendor

  • When creating a new address the validate button will now only show if you are integrated with either USPS or Avalara.

2016.8 Released - 5/12/2016

Highlights - 2016.8
New Features - 2016.8
Fixes - 2016.8

Bill of Materials

  • Issue: Quantity and UOM fields don't show by default in the bill of materials module configuration panel.
  • Resolution: Bill of materials now includes the quantity and UOM columns by default.

Fishbowl GO

  • Issue: Leading zero on orders, parts and other information are dropped and then the information is no longer valid.
  • Resolution: Leading zero characters are now preserved correctly.

Inventory

  • Issue: Inactive locations still show on the location search pane.
  • Resolution: Only active locations show in the search pane filter.

Part

  • Issue: Message when attempting to change UOM on a part that has dependencies doesn't give clear information on what dependencies exist.
  • Resolution: Messages now include the precise dependency that needs to be removed.

Picking

  • Issue: Pick finish flags (red, yellow and green color code in pick search panel) doesn't always list partially available orders correctly.
  • Resolution: Pick finish flags are now displaying correctly.

QuickBooks Online Integration

  • Issue: Posting to the QuickBooks Online other fields using the 'other 1 or other 2' field mapping for description include the part number appended to the description.
  • Resolution: Only the description is used in the other field mapping when selecting description.
  • Issue: Item import fails on second sync if there are kits present. Items still import, just not kits.
  • Import now work when kits are present.
  • Issue: When exporting a sales order with more that 21 characters in the order number, the export to QBO fails, but the error message doesn't include the order number as reference.
  • Resolution: The error message now includes the sales order number.

Reports

  • Issue: Pick Report won't run if there's an apostrophe in the pick number.
  • Resolution: Pick will now run with an apostrophe in the number.

Sales Order

  • Issue: The unissue icon and issue icon are the same on the search menu context menu.
  • Resolution: icons are now displaying correctly.
  • Issue: Auto increment sales order numbers turns itself back on after a server restart.
  • Resolution: Auto increment no longer re-enables itself after a restart.

Server Options

  • Issue: The "user can only be logged in once" option doesn't work if one login username is lowercase and the next is uppercase.
  • Resolution: Connection now looks at the username without case sensitivity.

Shopify Shopping Cart Integration

  • Issue: Inventory sync doesn't work when product mapping is done by SKU.
  • Resolution: Regardless of SKU or title mapping the inventory will sync.

Tax Rate

  • Issue: Importing a new tax as default doesn't update the existing list.
  • Resolution: Importing now updates the list correctly.

WooCommerce

  • Issue: Order items are missing information and causing an error on import.
  • Resolution: Item information is now complete and syncing correctly.

FMW

  • Issue: Non admin users can't login to FMW is they have rights to Time & Labor.
  • Resolution: Users can now access both tools so long as they have sufficient rights.

API

  • Issue: VoidSORq voids estimate orders instead of following order rules to delete an estimate.
  • Resolution: The request now follows order rules.

2016.7 Released - 4/14/2016

Highlights - 2016.7
New Features - 2016.7
Fixes - 2016.7

Accounting Export

  • Issue: Receipt items with an associated customer sometimes cause an error when posting the accounting export.
  • Resolution: Receipt items with customer associations now post correctly.
  • Issue: Fishbowl validates and sends all users to accounting system and creates as "employee", even when this is not always the case.
  • Resolution: Only users that are set as the default sales rep or used on an order will be pre-validated and created.

Fishbowl Anywhere

  • Issue: Installing updates overrides the properties for the Fishbowl Anywhere client.
  • Resolution: Updating now preserves properties correctly.
  • Issue: Saved client memory isn't being loaded in the user interface.
  • Resolution: Client memory is now being loaded correctly.

Manufacture Order

  • Issue: Adding a bill of material with two stages that has item notes on both levels doesn't include the notes on second level.
  • Resolution: Both stages now include notes from the bill of materials.

Merchant Services

  • Issue: Merchant services integration wizard only displays QuickBooks Merchant Services as an option.
  • Resolution: The setup wizard now displays all options once again.

Picking

  • Issue: Pick doesn't load properly when the inventory goes short or becomes "entered new" status.
  • Resolution: Pick now loads correctly.

Pricing Rule

  • Issue: Start date on a pricing rule subtracts a day on each save of the rule.
  • Resolution: Date now saves correctly.

Product

  • Issue: Deleting a product doesn't clear out all the product information on the screen.
  • Resolution: Product information is now completely removed from the screen after deleting a product.

Receiving

  • Issue: Receipt for a drop ship PO is blank until something is changed and saved on the receipt if the drop ship is auto issued.
  • Resolution: Receipt now loads correctly.

Sales Order

  • Issue: Payment window isn't big enough to display the full date when previous payments have been taken on an order.
  • Resolution: Payment window is now large enough to display data properly.

Fishbowl GO

  • Issue: Field lock resets when screen orientation changes or a Bluetooth scanner is connected to some devices.
  • Resolution: Lock now remains static until the user changes it.
  • Added an option for syncing locations on the device.
  • Released both aforementioned items as version 1.2.

Australia / New Zealand

  • Issue: Customer tax code validation is requiring a code be set and fails when this is not the case.
  • Resolution: Tax code is no longer required on customer (should never have been required).

2016.6 Released - 3/24/2016

Highlights - 2016.6
New Features - 2016.6

QuickBooks Online Integration

Fixes - 2016.6

General

  • Magento Module has been removed and replaced by the Magento plugin.

Accounting Export

  • Issue: QuickBooks classes are being validated even when they are turned off.
  • Resolution: Classes are now validated only when they are in use.
  • Issue: Tax group validation attempts to validate against tax rates rather than groups.
  • Resolution: Tax group validation now validates against groups rather than rates.

API

  • Issue: Check for user count validates before connection and consumes an additional user.
  • Resolution: User validation works correctly with user count.

Dashboard

  • Issue: Columns on dashboard gadgets don't save when adding, removing or changing layout order.
  • Resolution: Column layout now saves

Fishbowl GO

  • Issue: Pick, pack and receive don't reference the UPC / SKU when scanning a part or product barcode.
  • Resolution: UPC / SKU fields are now scan capable.
  • Issue: When scanning the UPC in the part module the part field doesn't repopulate with the part number, it still shows the UPC number.
  • Resolution: Scanning the UPC now displays the part number when scanning a valid UPC.
  • Issue: Picking a part with null information in the part details can't finish the pick correctly.
  • Resolution: Picking can complete regardless of the part details.

Picking

  • Issue: Refreshing a pick between multiple clients can cause and error in the pick status and a shipment.
  • Resolution: Status is now set correctly.

Pricing Rule

  • Issue: Pricing rules based on the 'customer last cost' are displaying the wrong text info for a rule.
  • Resolution: Text now shows text for last cost instead of listing for average cost.
  • Issue: Pricing rules based on the 'customer last cost' aren't displaying the 'new price'for a rule correctly.
  • Resolution: The 'new price' now displays correctly when rules are tied to a single customer (not possible with multiple customers because it's a single field).

Reports

  • Issue: Modify report for sales order and purchase order doesn't allow the magnifying glass customer/vendor search to select correctly.
  • Resolution: Customer/vendor selection now works on the reports.

RMA

  • Issue: Error message when attempting to create a RMA and sales order auto numbering isn't active isn't descriptive.
  • Resolution: Error message now clearly explains why the sales order can't be created.

Sales Order

  • Issue: Closing short a kit header doesn't close short the kit items on an order.
  • Resolution: Closing short now impact the kit items as it should.

Schedule

  • Issue: Schedule type of accounting export always said "QuickBooks Export" regardless of integrated accounting package.
  • Resolution: Accounting export now matches the name of the integrated accounting solution.

Canada

  • Issue: Data validation for "none" tax rate requires a vendor and should not require this.
  • Resolution: The "none" tax rate no longer validates for this information.
  • Issue: Tax code in Fishbowl is attempting to validate against the item list in QuickBooks and causes an error.
  • Resolution: Tax codes now validate against the correct list.

Australia / New Zealand

  • Issue: Prevalidating data fails because the "none" tax code can't be created.
  • Resolution: Data prevalidation now works correctly.
  • Issue: Currency for AU / NZ attempts to validate and should not.
  • Resolution: Currency doesn't attempt to validate.

2016.5 Released - 3/10/2016

Highlights - 2016.5
  • Fishbowl GO provides access to essential warehouse functions from Android devices
  • The Amazon plugin integrates with Amazon MWS and Amazon FBA.
New Features - 2016.5
Fixes - 2016.5

Dropbox Integration

  • Issue: adding a file to Dropbox via the Fishbowl client on a Mac displays a "file not found" error.
  • Resolution: Adding a file now works correctly.

Location

  • Issue: location name allowed the "-" to be used, but this is a reserved character to separate location from location group names.
  • Resolution: The "-" character is once again a reserved character when creating or renaming locations.

QuickBooks Export

  • Issue: Credit return purchase order causes an export error when posting to QuickBooks.
  • Resolution: Exporting now works correctly.
  • Issue: Line item taxes export to QuickBooks hitting the default sales retail account on the audit trail instead of the sales tax payable account.
  • Resolution: Line item taxes now post to the sales tax payable account.

Pricing Rule

  • Issue: Pricing rule with a 0% markdown to customer price should always use the customer last price when it exists or use the list price, currently it's set to $0.
  • Resolution: Price now uses customer last price or list price, not $0.

Purchase Order

  • Issue: Drop Ship PO address name is changing to the buyer name when the buyer name is modified.
  • Resolution: Address now stays named according to the order, not the buyer.

Receiving

  • Issue: Changing the bill date in reconciling doesn't update the display field on the receipt.
  • Resolution: Field now displays correctly when a change is made.

Reports

  • Issue: Uploading a custom report doesn't assign user access rights to the report.
  • Resolution: Uploading a report now assigns user rights to all users by default.
  • Issue: Tracking Detail Report is showing incorrect finished good and quantities.
  • Resolution: Finished goods and quantities now display correctly.
  • Issue: Batch pick ticket by date doesn't include committed items.
  • Resolution: committed inventory is now correctly included in the batch pick ticket.
  • Issue: Manufacture order projected cost report includes any sub assemblies with the parent part UOM in the total cost which can be different units and calculate incorrectly.
  • Resolution: Calculations now use UOM's for cost calculation.

RMA

  • Issue: Returning an RMA with tracking but manually creating the return sales order and manually linking won't allow the tracking to be received because it's not available.
  • Resolution: RMA receipt now works with manually created and linked credit return sales orders.

Sales Order

  • Issue: Credit returning a service item causes a double entry when fulfilling.
  • Resolution: fulfill now completes the qty correctly.

Schedule

  • Issue: Double clicking on a scheduled task would edit the task, users expected it to queue the task and run.
  • Resolution: Double click now runs or queues the task to run.

UPS Ready

  • Issue: UPS Ready API is changing and Fishbowl will be sunsetting this feature. Feature is hidden on new databases, warning appears for any users that use the tool.

Xero Integration

  • Issue: Updated connection to SHA2 security.

Fishbowl AU

  • Issue: Inline editing a sales order item causes and error.
  • Resolution: inline edit works again.
Database Changes - 2016.5
  • Database password updated

2016.4 Released - 2/11/2016

Highlights - 2016.4
New Features - 2016.4
Fixes - 2016.4

BigCommerce Plugin

  • Issue: No warning that the SKU is required.
  • Resolution: Warning is now visible that the SKU is required.

Calendar

  • Issue: Opening and closing a work order event on the calendar causes an error.
  • resolution: Opening and closing now works with no errors.

CSV Import/Export

  • Issue: Customer import doesn't create the 'address info' such as fax, email, etc. for a customer.
  • Resolution: Customer import now includes address info with the customer.
  • Issue: Vendor import doesn't create the 'address info' such as fax, email, etc. for a vendor.
  • Resolution: Vendor import now includes address info with the vendor.

Custom Field

  • Issue: Date type custom field formatting for 2016 converts to 0016.
  • Resolution: Date formatting now works correctly.

Fishbowl Anywhere

  • Issue: Linux and Mac webclient doesn't launch automatically.
  • Resolution: Webclient (Fishbowl Anywhere) now launches automatically on Windows, Linux and Mac.

Manufacture Order

  • Issue: Work order details add item doesn't display the "add another item" option fully.
  • Resolution: Increased panel size now displays the option correctly.

Purchase Order

  • Issue: Auto PO "no vendor" step does not use the part default UOM, everything defaults to each.
  • Resolution: Parts now use the default UOM when no vendor is associated in auto PO
  • Issue: Custom note for purchase order isn't saving properly when changed.
  • Resolution: Note now saves correctly when edited.
  • Issue: Auto PO generates for the default location group of the user running Auto PO, not the Location group with the reorder point or inventory demand.
  • Resolution: Orders now generate for the location group when demand occurs.

Receiving

  • Issue: Receiving multiple items, then reconciling one and exporting still shows multiple items on the receipt.
  • Resolution: Receipt and bill now store reconciled items correctly.

Reports

  • Issue: Margins by sales order report description doesn't explain date filtering.
  • Resolution: Updated description now includes the detail that date created is the filter date.
  • Issue: Receiving label location barcode doesn't scan correctly.
  • Resolution: Barcode now includes tag ID rather than just the location name.
  • Issue: POS receipt isn't showing the company name on the report.
  • Resolution: Company name now shows.

Sales Order

  • Issue: Custom note for sales order isn't saving properly when changed.
  • Resolution: Note now saves correctly when edited.

Shipping

  • Issue: Flat rate tax items don't fulfill on ship even when the module option to fulfill is set.
  • Resolution: items now tie to the service/misc items module option and fulfill accordingly.

Fishbowl Canada

  • Issue: Purchase order report multi-currency tax column shows total amount instead of correct amount.
  • Resolution: Report now shows tax value for item rather than total amount.

2016.3 Released - 1/14/2016

Highlights - 2016.3
New Features - 2016.3
Fixes - 2016.3

Big Commerce

  • Issue: Custom products/variations don't import into Fishbowl.
  • Resolution: Products now use SKU to sync so custom products will import correctly.

CSV Import / Export

  • Issue: Cycle count data export for a part with expiration date tracking that is greater than the year 2030 exports as 1930.
  • Resolution: date now exports correctly for 2030 and beyond.

Currency

  • Issue: When home currency is set to AED (United Arab Emirates)and a shipping item is landed in on a receipt it causes an error when exporting to accounting.
  • Resolution: Export to accounting now works correctly.

Custom Fields

  • Issue: Sales and purchase orders that require a custom field won't let you select the customer or vendor until the custom field is populated.
  • Resolution: Customer and vendor can now be set on the order correctly.

Magento Shopping Cart Plugin

  • Issue: Semicolon in the product name prevents product import.
  • Resolution: Semicolon is now included in product name and products sync properly.

Manufacture Order

  • Issue: Auto MO wizard isn't auto selecting the orders to be created, user has to un-select and then re-select the orders.
  • Resolution: Selected orders now work correctly.

Shopify Shopping Cart Plugin

  • Issue: Semicolon in the product name prevents product import.
  • Resolution: Semicolon is now included in product name and products sync properly.
  • Issue: Custom products break the product import sync.
  • Resolution: Product sync no longer fails when custom products are present in Shopify.

Fishbowl+

  • Removed Fishbowl Workforce in lieu of Fishbowl Time & Labor plugin.
Database Changes- 2016.3
  • Database version update
API Changes/additions - 2016.3
  • Shipcarton tracking import can now load after ship
  • Create Manufacture Order from BOM

2016.2 Released - 12/10/2015

Highlights - 2016.2
New Features - 2016.2
Fixes - 2016.2

General

  • Issue: Closing any tab also closes the support chat window in the client.
  • Resolution: Chat now stays open when closing tabs.

API/SDK

  • Issue: QuickshipRQ doesn't account for orders with only service type parts.
  • Resolution: service orders now fulfill correctly.

Calendar

  • Issue: Work orders that have a schedule date that is prior date started don't appear on the calendar.
  • Resolution: Work orders that have a date started in this scenario will now display from the date started forward on the calendar.

CSV Imports/Exports

  • Issue: Expiration dates aren't using the date format settings.
  • Resolution: Import now uses the date formats correctly.
  • Issue: EDI shipping export has an error on the ship from state in some cases.
  • Resolution: Ship from state now lists correctly.

Manufacture Order

  • Issue: Setting a customer/Job on a work order can't be cleared once set.
  • Resolution: Customer/Job can once again be removed from the work order.

Mac OS

  • Issue: Installing the Mac server points the database path back to the FB Demo database instead of the correct database.
  • Resolution: Install now preserves the database connection path.
  • Issue: Auto update doesn't restart the client.
  • Resolution: Auto update now restarts client correctly.

Payment Viewer

  • Issue: Search isn't saving columns when making changes to the default column settings.
  • Resolution: Search columns now save correctly.
  • Issue: Deleting a payment from the viewer doesn't clear the amount.
  • Resolution: Delete now works correctly.

Purchase Order

  • Issue: Auto PO filters aren't calculating correctly when the "include auto ROP\OUL" and "Create orders for each location group" are both selected.
  • Resolution: Filters are now applying correctly.

QuickBooks Integration

  • Issue: Reconciled ship items in export aren't posting correctly.
  • Resolution: Export now posts correctly.

QuickBooks Canada integration

  • Issue: Export on payments fails in certain cases and causes the payment to double post.
  • Resolution: Payments now post correctly.

QuickBooks Online Integration

  • Issue: Databases set to standard costing aren't sending manufacturing adjustments when the standard cost is lower than the cost layer.
  • Resolution: manufacturing adjustments now post correctly.

Reports

  • Issue: Packing list no longer aligns properly with an envelope when folding.
  • Resolution: Adjusted to align properly again.
  • Issue: Margins report doesn't run correctly when it includes shipping items that have been closed short.
  • Resolution: Report now calculates correctly.
  • Issue: Inventory availability isn't calculating available correctly.
  • Resolution: Report no calculates correctly.

Sales Order

  • Issue: Searching for a specific order doesn't return in the list if the result is not at the top of the list until you select search a second time.
  • Resolution: Search now works correctly...the first time.

SalesPoint

  • Issue: Kits aren't displaying correctly when saved in the client and viewed in SalesPoint.
  • Resolution: Kits are displaying items and headers correctly.

2016.1 Released - 11/12/2015

Highlights - 2016.1
New Features - 2016.1
Fixes - 2016.1

General

  • Issue: Advanced searches don't populate correctly in some cases.
  • Resolution: Advanced searches are correctly pulling all parameters once more.

API

  • Issue: AddWOitem call doesn’t use a default UOM if the unit isn’t provided in the call.
  • Resolution: AddWOitem now uses the default UOM for the item.

Consignment

  • Issue: Dialog box in splitting quantity doesn’t display correctly.
  • Resolution: Dialog box now for split quantity now shows correctly.

CSV Imports/Exports

  • Customer and Vendor import instructions for the country character limit on addresses isn’t correct.
  • Resolution: Instructions are now corrected to match Fishbowl character limit.
  • Issue: Vendor cost rule export doesn’t export all the information correctly.
  • Resolution: Export now formats and populates correctly.
  • Issue: Exporting product tree causes an error in some cases.
  • Resolution: Product tree no longer errors when exporting.
  • Issue: Exporting custom fields from and existing database to a new database causes errors in some cases.
  • Resolution: Errors no longer occur when exporting from one database and importing to another.
  • Issue: Generic shopping cart import error message states that no orders are imported when an import fails, but should say that not all orders are imported as it commits the orders line by line.
  • Resolution: Error message text is now correct.
  • Issue: Cycle count export instructions aren’t formatted correctly.
  • Resolution: Instructions are now corrected to show layout correctly.

Data

  • Issue: Columns of information in the data section can't be selected.
  • Resolution: Column information can now be selected and copied.

Plugins

  • Issue: Forecast module constant average doesn't account for chart group by.
  • Resolution: Chart group by is now included in the constant average.

QuickBooks Online Integration

  • Issue: Unable to automatically save information to the Fishbowl accounts table when changing the integration.
  • Resolution: Changing integrations now saves correctly.
  • Issue: Display name does not allow for a colon in the name.
  • Resolution: Colon’s can now be used in the name.
  • Issue: Data validation step for products fails when attempting to validate more than 1000 products at a single time.
  • Resolution: Validation step now processes for any quantity of products.

Reports

  • Issue: Gross sales by product tree report isn’t calculating the quantity sold correctly.
  • Resolution: Report is now calculating correctly.
  • Issue: Margin by sales order report shows a discount multiple times if it’s fulfilled partially and multiple times.
  • Resolution: Discount now shows correctly on the report, not duplicated.
  • Issue: Work order traveler duplicates the bill of materials instructions.
  • Resolution: Instructions no longer duplicate on the work order traveler.

Sales Data

  • Issue: Sales Data chart doesn’t populate correctly when there are apostrophes in the country or state name.
  • Resolution: Data now pulls correctly for states and countries with apostrophes.

Sales Order

  • Issue: Order with Inventory items, a subtotal and a flat rate or percentage discount that is fulfilled in multiple shipments includes the discount on all shipments.
  • Resolution: Discount is now included only on the order that the discount is fulfilled on.
  • Issue: Product drop down is blank if the part or product number or description is empty for an item.
  • Resolution: The drop down now populates correctly.
  • Issue: Products with a bill of materials set to short quantity don’t dismiss if you change to a quantity that’s available, it makes the BOM quantity zero or negative.
  • Resolution: Short quantity is now used correctly.

Scheduling

  • Issue: Label for emailing the scheduled task isn’t all visible.
  • Resolution: Label now shows all the applicable text.

Shipping

  • Issue: Fulfilled shipments show as greyed out instead of leaving them black in the shipment table.
  • Resolution: Shipment table now stays black after the order has been shipped.
  • Issue: Default shipping terms can be deleted from the database.
  • Resolution: Default terms are now unable to be deleted from the database.
  • Issue: UPS Ready ‘Next Day Air – Early Morning’ won’t return a quote.
  • Resolution: Quote now returns correctly for UPS Ready.

Xero Accounting Integration

  • Issue: Customers associated with contact groups fail to export to Xero.
  • Resolution: Export now completes successfully when customers are associated with contact groups.

Fishbowl Canada

  • Issue: POS receipt doesn’t display the bottom line of the receipt.
  • Resolution: Line is now included again.
Database Changes - 2016.1
  • Updated Database password
  • created a plugin data table
  • Read only flag for shipping terms
  • Inserted US military states by default

2016.0 Released - 10/8/2015

Highlights - 2016.0
New Features - 2016.0
Fixes - 2016.0

CSV Imports / Exports

  • Issue: Location import requires a description but the client does not.
  • Resolution: Import no longer requires a location description.

Data

  • Issue: Semicolons used in a query in the data module aren't supported.
    • Resolution: Semicolons can now be entered and used in queries.

Part

  • Issue: Tracking panel on the details tab doesn't show correct count in the usage column.
  • Resolution: Usage now shows correctly on the part.

QuickBooks Integration

  • Issue: Home currency set to something other than USD and selling to a customer currency of United Arab Emirates truncates to one decimal place and errors out on export to QuickBooks.
  • Resolution: Export will always round out to two decimal places when posting to QuickBooks.
  • Issue: When home currency and customer currency are set the same export is still attempting to post to a multi-currency account.
  • Resolution: When home currency and order currency match the default Accounts Receivable will be used.

QuickBooks Online Integration

  • Issue: Description field for order items has a 4000 character limit in QBO, Fishbowl is unlimited, this causes an error when exporting.
  • Resolution: Fishbowl now truncates line info when posting to QBO to accommodate for limitation.
  • Issue: Error when exporting occurs when no parts are taxable on the order.
  • Resolution: Export now completes when no parts are flagged as taxable.

Reports

  • Issue: Sales Order Report custom note doesn't display when the note is longer than 3 lines of information.
  • Resolution: Font size reduced to allow for more characters.
  • Issue: Products on order report total sales order items aren't calculating.
  • Resolution: report now calculates correctly.
  • Issue: Purchase Order Summary Report shows the total cost when the option to show cost is not checked.
  • Resolution: Cost option now controls the display of the total cost on the report.
Database Changes - 2016
  • Updated Database version to 2016.0
  • Admin (sysdba) database password changed.

For prior versions of Fishbowl see the Release Notes archive page.

2015.9 Released - 9/10/2015

Highlights - 2015.9
New Features - 2015.9
Fixes - 2015.9

General

  • Issue: Client module toolbar duplicates and won't reattach once it's been un-docked from the client window.
  • Resolution: Module toolbar will no longer disconnect from the client.
  • Issue: Database maintenance fails when run via the server options panel and there is an active database connection.
  • Resolution: Panel is no longer visible when an active database connection is present.
  • Issue: Several panels didn't properly display zebra striping (alternating row colors).

API

  • Issue: Creating a tax rate through the API does not get set in the cache.
  • Resolution: Tax rates are now included in the cache.
  • Issue: ShipRQ fails when the order number doesn't include the order type prefix.
  • Resolution: ShipRQ will now complete without order type prefix.

CSV Import / Export

  • Issue: Removing the ".csv" extension from a file during the export selection process won't save the file as a .csv.
  • Resolution: All files exported will now default to .csv if the file extension isn't included.
  • Issue: Imports with states (sales order, purchase order, customer, vendor, etc.) force the state to be defined as a required field.
  • Resolution: State is no longer required to import.

Customer

  • Issue: Default Salesperson combo box on details tab isn't populating.
  • Resolution: Salesperson now populates with sales reps again.
  • Issue: Customer class is saving class of "None" rather than a blank class when the warning that a customer doesn't have a class appears and the user selects no to save.
  • Resolution: Class will save as blank when the option is set to not save.

Inventory

  • Issue: Zebra striping (alternating row color) isn't displaying correctly when the inventory is displaying more than two rows.
  • Resolution: Zebra striping is now displaying correctly.

Payment

  • Issue: Turning off CC storage then taking a payment with a CC and then turning back on causes and error when loading the payment in the payment viewer.
  • Resolution: Payments load correctly.

Product

  • Issue: Product module isn't showing the inventory information, the values are all blank.
  • Resolution: Inventory now displays correctly.

Reports

  • Issue: WO traveler report doesn't include item notes when the WO is a custom bill of materials.
  • Resolution: Item notes are now included.
  • Issue: Sales order report is missing the company name in the top left corner.
  • Resolution: Name now appears correctly.
  • Issue: Sales order doesn't show the Revision field when checked as an option on the report.
  • Resolution: Revision is now displayed correctly.
  • Issue: WO traveler report doesn't display the description/instructions for a custom work order that's created via a sales order.
  • Resolution: Description and instructions now display correctly.
  • Issue: Packing List doesn't include the SO Prefix even with the option enabled.
  • Resolution: Prefix is now displayed correctly.
  • Issue: Packing list by carton doesn't display the headers correctly.
  • Resolution: Packing list headers are now displaying correctly.
  • Issue: Sales order report with an associated work order doesn't display raw good item quantities correctly.
  • Resolution: Raw good quantities now display correctly.
  • Issue: Packing list doesn't display the default container title when modified from "carton" in tools \ module options in shipping.
  • Resolution: Container name is now used in the packing list.
  • Issue: Vendor Address List displays address overlapping when there are more than five lines in the address or when the vendor name is too long.
  • Resolution: Corrected overlapping of lines and cutoff field names, the report now displays correctly.
  • Issue: Sales order taxes report displays the customer name above the divider line when the name exceeds a certain length.
  • Resolution: Adjusted sizing and wrap to display correctly.
  • Issue: Reorder report doesn't include line separators, makes it difficult to read.
  • Resolution: Added line separators to increase ease of use.
  • Issue: Inventory Availability report doesn't include line separators, makes it difficult to read.
  • Resolution: Added line separators to increase ease of use.
  • Issue: Inventory shipping summary report doesn't include line separators, makes it difficult to read.
  • Resolution: Added line separators to increase ease of use.

Sales Order

  • Issue: Note type items don't warn or limit the user when the character limit of 265 has been exceeded, it just truncates on save.
  • Resolution: When character limit of 265 has been reached the field locks down to prohibit any additional characters.
  • Issue: Adding a kit to a sales order with the option to specify kit price enabled won't allow the kit to be added to the order.
  • Resolution: Kits with a specified price now add correctly.

Schedule

  • Issue: Schedule shows success when attempting to run a backup to a directory that doesn't exist.
  • Resolution: Schedule will now show an error if the task can't finish correctly.

Unit of Measure

  • Issue: Ounce UOM isn't included in the default list of UOM's for new databases.
  • Resolution: Ounce is now included in default UOM list.

Fishbowl Mobile Warehouse

  • Issue: Picking a part in mobile that is lot controlled and picking a decimal quantity shows an incorrect validation error.
  • Resolution: Removed unnecessary validation message, pick still finishes the same way.

Fishbowl Australia

  • Tax description now shows as a tooltip on orders.
  • Issue: Carton based shipping adds tax to the shipping invoice.
  • Resolution: tax no longer applies to the shipping invoice when carton based shipping option is selected.
  • Issue: Using the module option "round transaction" and then selling a product for $10.01 errors when quick shipping the sales order.
  • Resolution: Sales order now fulfills correctly.
  • Issue: When multi-currency is enabled reconciled PO's don't post to accounting correctly.
  • Resolution: Orders now post correctly.
  • Issue: Integrating with Reckon displays an error that adding tax rates failed.
  • Resolution: Error no longer appears.

Fishbowl Canada

  • Issue: CA shipping invoice is adding tax to the subtotal and adding tax to the order total when currency is turned on.
  • Resolution: Tax now calculates correctly.
Database Changes - 2015.9
  • Create PluginProperties table and move information from IntegrationProperties over.
  • Dropped IntegrationProperties table.
  • Add calCategoryId column to the WO table.
  • Create the access right for the accounting module which allows the user to mark as posted. All users with "export" access will get this new access right.

2015.8 Released - 8/13/2015

Highlights - 2015.8
New Features - 2015.8
Fixes - 2015.8

General

  • Issue: Client only installer shows option to "Run Fishbowl" but it doesn't do anything.
  • Resolution: Option will now launch the client when install is complete.
  • Issue: Customers with a software updates only contract are showing as expired in the client support status.
  • Resolution: Support status now displays date correctly for companies with updates only.

CSV Imports/ Exports

  • Issue: Product import doesn't save the price correctly if the product price is changed to $0.00
  • Resolution: Import now checks for $0.00 as an option for the price.
  • Issue: Bill of materials import sort order numbers grow to large numbers quickly instead of refreshing.
  • Resolution: Sort order now refreshes so the numbers don't get too large too quickly.
  • Issue: Reorder level import doesn't allow for items that have quotations in the name or description.
  • Resolution: Import now allows quotations as long as they are wrapped in correct formatting.
  • Issue: Error message when importing the bill of materials that is missing a description does not list the issue specifically.
  • Resolution: Error message now clearly states that the description is missing.

Currency

  • Issue: Creating a new currency with the same name as an existing currency doesn't show the correct error message.
  • Resolution: Error now indicates clearly that the name is duplicate.

Custom Field

  • Issue: Creating a checkbox type field then editing and modifying and converting to a list type custom field causes an error.
  • Resolution: Field type can be modified with no errors.
  • Issue: Count type custom fields aren't allowing decimal quantities.
  • Resolution: we can now have decimal places in count type custom fields again.

Customer

  • Issue: creating a new customer with no required fields, then adding required custom fields and attempting to save the customer again doesn't auto route to the custom field tab.
  • Resolution: Error now also auto routes to the custom tab of the customer rather than memo tab.

Data

  • Issue: History of queries run resets when switching between modules.
  • Resolution: History will be stored per user session, not just while the module is loaded.

Inventory

  • Issue: When two lines have the same tracking but different work order numbers associated, modifying one changes both.
  • Resolution: Changing a line now modifies only the selected line, not all that share the same tracking.

Manufacture Order

  • Issue: Working with a manufacture order that doesn't have a priority set doesn't show a good error message.
  • Resolution: Error message is more clearly defined by explaining the actual problem.

Part

  • Issue: Module option to search combo boxes by descriptions as well as part/product number is off by default on all new databases.
  • Resolution: Option is now set on by default for all new databases.
  • Issue: Non-inventory type parts don't include the size and weight information for the part.
  • Resolution: Non-inventory parts now include this information.

Pricing Rule

  • Issue: Pricing rule doesn't calculate properly if the part and product UOM are not the same and the rule is cost based.
  • Resolution: Pricing rule now accounts for the part UOM in the cost.

Product

  • Issue: deleting the product price and attempting to save causes a null pointer error.
  • Resolution: Deleting the price now displays the proper error message.

Purchase Order

  • Issue: Purchase order item class doesn't save if nothing else on the order changes.
  • Resolution: PO item class now saves correctly.

QuickBooks Desktop Integration

  • Issue: Exporting a Purchase order that is associated with a vendor with a foreign currency fails because Fishbowl isn't mapping to the AP account associated with the currency type for the vendor.
  • Resolution: Export now directs to the proper accounts payable based on the currency.
  • Issue: Exporting a sales order credit return with a subtotal and a discount doesn't post.
  • Resolution: Exporting a sales order credit return now exports again.

QuickBooks Online Integration

  • Issue: Exporting more than 25 of any type of transaction causes an export error on the data validation.
  • Resolution: Data validation now allows for unlimited transaction counts.

Receiving

  • Issue: Reconcile default should be to cost for landing costs against a receipt, currently set to "Do Not Calculate".
  • Resolution: Default setting for new databases will now be land by cost.

Reports

  • Issue: Projected cost report MO total doesn't include service type items.
  • Resolution: Report now includes service type items to match the WO total cost.
  • Issue: PO Report order currency field defaults to USD even when the currency is different.
  • Resolution: Report now looks as the home currency module option.
  • Issue: Misc purchases are adding an empty line to the Export Summary Report.
  • Resolution: Empty line are no longer populating on the report.

RMA

  • Issue: RMA module doesn't save the location group when changed if nothing else on the order is modified.
  • Resolution: Location group now saves correctly.

Sales Order

  • Issue: Changing the UOM, then price then customer then price again doesn't apply the changed UOM.
  • Resolution: UOM is now included regardless of the number of changes that a line item has.
  • Issue: Markup field on sales order item doesn't display properly when the part and product UOM are not the same.
  • Resolution: Markup calculation now includes the proper part cost with UOM included.

Schedule

  • Issue: Scheduler shows QuickBooks export regardless of which accounting package is used.
  • Resolution: Reference changed to Accounting Export.

User

  • New databases don't default to allowing access to the homepage or dashboard modules.
  • Resolution: Modules are now included by default.

Xero Integration

  • Issue: A Purchase order that doesn't list a state on the ship to address won't export correctly.
  • Resolution: Purchase order now exports correctly regardless of state information.
  • Issue: Exporting an entry with debits and credits must be equal, otherwise order will never balance.

Fishbowl Australia/New Zealand

  • Issue: Customer addresses that include "WA" as the state abbreviation are defaulting to Washington and not Western Australia.
  • Resolution: Default now correctly stays with Western Australia.
  • Issue: Links to support and remote assist are wrong.
  • Resolution: Links now point correctly to the support page and remote assist.
  • Issue: Importing a sales order with a new customer doesn't set the tax code correctly. It's defaulting to Non, but should be left blank.
  • Resolution: Import no longer sets the tax code.

Fishbowl Canada

  • Issue: Customer addresses that include "NV" as the state abbreviation are defaulting to Nevada and not Nunavut.
  • Resolution: Default now correctly stays with Nunavut.

Fishbowl Mobile Warehouse

  • Error message when application isn't approved lists outdated steps to approve mobile, still suggests going to the server to approve.
  • Resolution: Error now properly directs the user to go to the company module to approve the application.

Fishbowl API

  • Issue: Null Pointer exception when adding items to a sales order via the API.
  • Resolution: Removed exceptions to items add correctly.

2015.7 Released - 7/9/2015

Highlights - 2015.7
New Features - 2015.7
Fixes - 2015.7

General

  • Issue: Installing on Linux shows a stack trace error when attempting to load the icons and is unable to set permissions error also appears.
  • Resolution: errors no longer occur.

API/SDK

  • Issue: Non inventory items on a sales order aren't calculating costs correctly when the quantity is greater than 1.
  • Resolution: quantity is now included in the calculations for cost on a sales order with non inventory items.
  • Issue: Quickship API call doesn't process misc sales when there is nothing else on the order.
  • Resolution: Quickship now includes misc sales correctly.

Customer

  • Issue: Attempting to create a customer with a name that's already in the vendor list doesn't display the correct error message.
  • Resolution: Error message now displays correctly that a customer cannot have the same name as a vendor name and must be unique.

Home

  • Issue: Logging out and then accessing the Home module via the Home button in the file toolbar doesn't log you in correctly.
  • Resolution: User must use the connection status button or client login before the Home button is enabled.

Picking

  • Issue: Starting a pick and then committing and finishing through the context menu in the search pane doesn't complete the pick correctly.
  • Resolution: Picking now finishes correctly.
  • Issue: Starting a pick, committing it and then changes details on the pick can incorrectly commit inventory in some cases.
  • Resolution: Picking now saves and finishes correctly.
  • Quantity type tracking fields are not displaying correctly when picking.
  • Resolution: Quantity type tracking fields are now displaying correctly.

Pricing Rule

  • Issue: attempting to save a pricing rule with a name that exceeds the max character limit displays the wrong error message.
  • Resolution: Pricing rule name field now limits the character count to the max number of characters allowed.

Reports

  • Issue: Work Order Consumption report total is not calculating correctly.
  • Resolution: Total now calculates correctly.

Sales Order

  • Issue: SO combo box drop down shows kits as "non-inventory" type items.
  • Resolution: Kit type products now show as kits.
  • Issue: Creating a payment method warns that it must also be created in QuickBooks but Fishbowl creates it on export.
  • Resolution: Warning no longer appears.
  • Issue: Price override user access right doesn't work correctly if a user right clicks and uses the context menu to add items to the sales order.
  • Resolution: user access right now works correctly.
  • Issue: Adding a kit as a substitute item doesn't work correctly.
  • Resolution: Kits can now be added as a substitute product with no issues.
  • Issue: Order status is not updating correctly when fulfilling an order with only a misc part and the picking option to auto commit is on.
  • Resolution: Order status now updates correctly.

Shipping

  • Issue: Adding a carton to a shipment then highlighting a different carton doesn't save.
  • Resolution: Changes now save correctly when modifying a shipment.

Tax Rate

  • Issue: Attempting to delete a tax rate that is in use throws a null error message.
  • Resolution: Error message now displays correctly.

2015.6 Released - 6/10/2015

Highlights - 2015.6
New Features - 2015.6

Accounting

Dropbox

Manufacture Order

Shipping

User

Fixes - 2015.6

General

  • Encoding now defaults to UTF-8 instead of ISO.
  • Recreating views during updates will also set access rights correctly.

Bill of Materials

  • Issue: BOM import doesn't work when the first item is a note type item.
  • Resolution: Import now loads regardless of what the item type is, so long as its valid.

Data

  • Issue: Exporting query results to .XLS doesn't save properly.
  • Resolution: Export file now saves correctly.

Dropbox

  • Issue: Files can't be loaded once an order is fulfilled.
  • Resolution: Files can be accessed regardless of order status.

Reports

  • Issue: Bill of Materials report only sorts correctly for the first 26 items, then sort is random.
  • Resolution: Report now sort correctly for up to 78 items.

Sales Order

  • Issue: Arvest Bank and similar cards with a space rather than "/" to separate the first and last name when processing a card don't read correctly.
  • Resolution: space and "/" are both accepted delimiters when processing a card.

Shipping

  • Issue: Databases created on 2015.5 don't properly include shipitems and won't fulfill an order without a config change.
  • Resolution: shipments fulfill correctly again.

Transfer Order

  • Issue: Editing the address on a transfer order doesn't save.
  • Resolution: Addresses now save correctly when edited.

2015.5 Released - 5/14/2015

Highlights - 2015.5
New Features - 2015.5

General

Accounting

Data

Integrations

Sales Order

Shipping

Fixes - 2015.5

General

  • Issue: Email addresses to customers and vendors are separated by "<>" when multiple addresses are listed, but these characters don't work with QuickBooks.
  • Resolution: email addresses that contain "<>" characters to separate multiple addresses are now stripped out when email information is sent to QuickBooks.
  • Issue: Client log file on server computer doesn't show all stack information in some cases.
  • Resolution: Client log file on the server now logs all stacks correctly.

Bill of Materials

  • Issue: Bill of Materials with an option that is a stage, if configured in the materials tab on the work order before issuing is removing the scheduled date.
  • Resolution: Scheduled date now saves correctly in this scenario.

Consignment

  • Issue: Auto fulfill option on TO doesn't finish the order correctly for a move type TO, the destination location is missing.
  • Resolution: Auto fulfill option completes the order again.
  • Issue: When Auto fulfill option is enabled move type TO's out of a consignment location don't finish correctly.
  • Resolution: This now works correctly again.
  • Issue: When "Auto Fulfill Transfer Order" is enabled a move type transfer order out of consignment type locations will not move inventory.
  • Resolution: Moving inventory out of consignment type locations now works properly again.

CSV Import / Export

  • Issue: Sales order import doesn't import correctly if the order isn't tracking sales tax.
  • Resolution: Import now works correctly for orders that don't include tax rates.

Customer

  • Issue: Customer last price only saves 2 decimals.
  • Resolution: Price will now save up to 5 decimal places

Data

  • Issue: Data module options doesn't default to the "OK" button.
  • Resolution: Focus is set to the "OK" button automatically now.

Part

  • Issue: Last user isn't set when creating a new part.
  • Resolution: Creating a new part captures the user once again.

Picking

  • Issue: Find tag / auto-assign right click function doesn't finish the pick.
  • Resolution: Find tag function finishes the pick correctly again.
  • Issue: Voiding some picks from previous versions in the current version doesn't work correctly (when missing shipid).
  • Resolution: Picks now void correctly.

Pricing Rules

  • Issue: Pricing rules that are customer or product tree specific don't display correctly on the pricing rules details tab.
  • Resolution: The details tab of the pricing rule now displays correctly, regardless of the pricing criteria.

Purchase Order

  • Issue: Auto PO doesn't run properly when there are parts that don't have a default vendor and vendor part number assigned.
  • Resolution: Auto PO will display the parts with no associated vendor once again. (Contact Fishbowl Support for patch before release)
  • Issue: Drop ship items can be deleted using the delete key, should be removed by unissuing the associated sales order.
  • Resolution: Delete key no longer deletes drop ship type PO items.

QuickBooks Integration

  • Issue: Importing customers when you have two users that have matching initials causes an error on import.
  • Resolution: Import now pulls correctly, regardless of user initials.
  • Issue: Error exporting when a partial PO has been partially exported before updating, is pending during the update and then exported after updating to 15.4.
  • Resolution: Export now posts correctly in this scenario. (Contact Fishbowl Support for patch before release)
  • Issue: Shipping an order with a discount doesn't export the discount to QuickBooks every time.
  • Resolution: Discounts now export to QuickBooks correctly.

Receiving

  • Issue: Outsourcing a part, receiving it and picking it doesn't land cost correctly when reconciling, causes an error.
  • Resolution: Reconcile now completes correctly.
  • Issue: Receiving advanced search doesn't reset the RMA# and Vendor fields when you clear fields using the clear fields button.
  • Resolution: Fields now clear correctly.

Reports

  • Issue: When the reports module is saved as a default tab in the client the reports are blank when a log out and log in occur without restarting the client.
  • Resolution: Log out no longer impacts the report data returning correctly.
  • Issue: Shipping invoice does not include price adjustments on line items.
  • Resolution: Shipping invoice now includes any price adjustments correctly.
  • Issue: Shipping Invoice doesn't show partial discounts properly.
  • Resolution: Discounts show the amount correctly when a partial order occurs.
  • Issue: Export summary report is not showing shipping prices.
  • Resolution: shipping prices are now included.
  • Issue: MTD Sales is using the datecreated and not the postdate, causing issues like back dating orders to display incorrectly.
  • Resolution: The postdate is now used on the report query to get accurate data.
  • Issue: Gross Sales by Product Tree can't display any more than 7 digits on the total.
  • Resolution: The report now stretches to accommodate additional digits.
  • Issue: No access report is now reverenced by name and not ID.

Sales Order

  • Issue: Drop ship items on a sales order are not posting the correct cost to the postsoitem table in the database, correct cost is still on the soitem table.
  • Resolution: Data on both tables now matches.
  • Issue: Custom fields that are list type aren't clearing correctly in some cases on save.
  • Resolution: Custom lists now clear correctly.
  • Issue: Attempting to sale a drop ship type product where the product UOM and the part UOM are different from the vendor part UOM causes an error when no conversions exist to convert between all UOM's.
  • Resolution: An error will now display that informs the user to created the needed UOM conversions.
  • Issue: Kits with optional and standard items don't include all the kit items when they are tied to bill of materials set to when short.
  • Resolution: Sales order will now include all items again.
  • Issue: Drop shipping a product with a UOM that is different than the part UOM and a vendor part number with a third UOM causes and error.
  • Resolution: Message now appears informing the user when a UOM conversion is needed.

Shipping

  • Issue: Voiding a shipment with a unit of measure that differs from the part base unit of measure brings the cost back to Fishbowl incorrectly.
  • Resolution: Voiding a shipment now sets the cost correctly.

Transfer Order

  • Issue: Transfer order addresses don't refresh when changing the location group on the order.
  • Resolution: Addresses properly refresh again.
  • Issue: Saving a TO with an order number that has already been used doesn't display the correct error message.
  • Resolution: Error message specifically states that the order number has already been used.

Xero Integration

  • Issue: Cost of goods sold account mapping on the part level doesn't filter the list of available chart of accounts to COGS type only.
  • Resolution: Account list is now filtered correctly.
  • Issue: Expense account mapping on the part level doesn't filter the list of available chart of accounts to expense types only.
  • Resolution: Account list is now filtered correctly.

2015.4 Released - 4/8/2015

Highlights - 2015.4
New features - 2015.4

Accounting

Currency

Data

Manufacturing

Payment Viewer

Reports

Sales Order

Schedule

User Group

Fixes - 2015.4

General

  • Added a timeout to the "check version" on the server so Fishbowl will still start if/when the Fishbowl website is down.
  • We now include the 32 bit .DLL file with both the 32 bit and 64 bit installer package.
  • Default thread pool count is now set to 1-3 for min max and not 5-10 min max.
  • Issue: Setup wizard requires a state regardless of the country.
  • Resolution: State is now an optional field when a country like New Zealand is selected.
  • New database connection / creation wizard will now auto select the newly created database connection.

Calendar

  • Issue: Work orders that aren't associated to a bill of materials (custom bill of materials and work orders) are not displaying correctly in the calendar and cause all other work orders to disappear from the calendar view.
  • Resolution: All work orders, regardless of bill of materials show on the calendar correctly.

CSV Imports / Exports

  • Issue: Generic Shopping Cart import doesn't import correctly when kits are included on the order.
  • Resolution: Kits are imported correctly once more.
  • Issue: Part product and vendor pricing import won't import the "%" symbol when it's included in the part number or description.
  • Resolution: Importing "%" sign now works correctly.

Customer

  • Issue: Customers and new addresses cannot be deleted, even if they aren't being used.
Resolution
  • Customers and addresses can be deleted if they aren't in use on any orders.

Inventory

  • Issue: The average cost button in the inventory details should not be enabled when no inventory part is selected.
  • Resolution: Average cost is disabled when no part is selected.
  • Eventdate on the inventory log table doesn't record the correct date on ship and receive.
  • Resolution: Inventory log now updates correctly.

Manufacture Order

  • Issue: Parts are removed from the work order if changes are made to the sales order configuration and then saved without reloading the manufacture order.
  • Resolution: Items are now saved and reloaded correctly between modules.
  • Issue: Saving manufacture orders save slowly.
  • Resolution: Optimized order save to increase speed and reduce time to complete.
  • Issue: Adding items to a work order, then deleting items won't allow additional items to be added.
  • Resolution: Items can be added and deleted at will with no limitation.
  • Issue: The combo box to add a bill of materials to a manufacture order is showing the type column as the build to order status instead of the actual type.
  • Resolution: Adding a bill of materials now shows the type correctly.

Mobile Warehouse

  • Issue: Picking items with a UOM that has numerous conversions doesn't finish properly.
  • Resolution: The pick now finishes regardless of the UOM conversion list.
  • Issue: Picking a product with a UOM that is different than the part causes calculation discrepancies on the part inventory.
  • Resolution: UOM calculations are now handled correctly when picking across UOM's.

Monitor

  • Issue: Running Auto-Create then logging in as a different user won't allow the new user to run auto-create or to delete all watches.
  • Resolution: Watches can once again be created or deleted by any user with sufficient access rights.

Part

  • Issue: Editing product information on the part details tab clears any product custom fields from the product.
  • Resolution: Product custom fields are properly loaded and saved when editing the product from the part module.
  • Issue: Advanced search doesn't work if any characters in the details field are capitalized.
  • Resolution: Details field no longer impacts whether or not the advanced search works properly.

Payment Terms

  • Issue: Creating a date driven payment term creates a name that is too long for the payment name in some conditions.
  • Resolution: Naming convention now creates a name that fits within the field.

Payment Viewer

  • Issue: Deselecting all options in the module options for credit card processing and card information causes an error when saving options.
Resolution: All fields can be deselected and saved with no issues.

Picking

  • Issue: Changing a pick item pick location on a started pick changes all the items on the pick.
  • Resolution: only the selected item(s) are changed with a pick location is modified.

Purchase Order

  • Issue: Option to send PO as an SO includes the user from the PO as the sales rep on the sales order and should not.
  • Resolution: The SO CSV file no longer includes a sales rep for this order type.
  • Issue: Emailing a purchase order from Fishbowl causes the auto numbering count to skip the number directly following the emailed order.
  • Resolution: emailing an order no longer affects the next order number to be used.
  • Issue: Auto PO tool doesn't include parts that don't have a reorder point if ROP's are location group based and some locations have ROP's.
  • Resolution: Auto PO now includes part calculated need regardless of ROP value or absence.
  • Issue: Closing a PO short doesn't set unreceived items to zero qty so the closed short PO shows incorrect totals for unreceived items.
  • Resolution: Closing a PO short now updates the line items correctly.
  • Issue: Drop ship type items can be deleted manually from a purchase order.
  • Resolution: Like previous releases, drop ship items can now be deleted from a purchase order by un-issuing the sales order, but not manually on the PO.

QuickBooks Import / Export

  • Issue: Exporting data that is dated to be entered prior to a closing date doesn't show the correct error message.
  • Resolution: Error message states the reason the export fails is due to the closing period.
  • Issue: Running a report during export to QuickBooks causes export freezing and failure under certain scenarios.
  • Resolution: Reports have been modified so they no longer conflict with any exporting processes.

Receiving

  • Issue: Over receiving and receiving with tracking doesn't receive.
  • Resolution: over receiving and receiving with tracking finishes properly.

Reports

  • Issue: Gross sales by product and gross sales by salesperson won't run when set as scheduled reports.
  • Resolution: reports run and populate when set as scheduled tasks.
  • Issue: Cycle count data shows parts with default locations in the inventory section and the not in inventory section.
  • Resolution: An option to include parts in their default locations that have no qty has been added.
  • Issue: Several scenarios exist that have potential to cause exporting issues when running a report and exporting to QuickBooks concurrently.
  • Resolution: Cleaned up default reports to avoid potential hanging issues when running a report and exporting to QuickBooks.
  • Issue: Customer statement report is removing credit returns when the option to show customers with a 0 balance is unselected.
  • Resolution: The option to show customers with a 0 balance only impacts these customers, not customers with credit returns.
  • Issue: Uploading a report doesn't upload the description on a new report.
  • Resolution: Report descriptions now upload correctly.
  • Issue: Export summary report doesn't show the quantity used, it only shows the original quantity.
  • Resolution: Export summary now shows actual quantities used to match export to accounting system.
  • Issue: Report errors if the report description parameter exists without a value.
  • Resolution: description parameter can now be left blank.
  • Issue: Accounting Export Summary report doesn't include reconciled cost, only the purchase order cost.
  • Resolution: Reconciled costs are now used in the report.
  • Issue: POS receipt shows a negative amount in the balance due field when overpayment occurs.
  • Resolution: label now shows "Difference" rather than "Balance Due" when overpayment occurs.
  • Issue: Export summary doesn't update to show qty used on a work order, only the original quantity.
  • Resolution: Export summary now includes actual quantity used.

Sales Order

  • Issue: Discounts can't be added through the add item wizard.
  • Resolution: Discounts can be added again.
  • Issue: Sales order to purchase order doesn't create if the default vendor has cost rules that are applicable.
  • Resolution: SO to PO now creates the order(s) correctly regardless of whether or not vendor cost rules are used.
  • Issue: Creating a sales order with multiple lines for a product tied to a manufacture order and then changing one line to a drop ship type removes both finished goods from the manufacture order.
  • Resolution: Modifying a product to be a drop ship type only changes the selected line, not all products on the order.
  • Issue: Creating a sales order with a product that creates a manufacture order and then changing the product to a drop ship type leaved the manufacture order in the list of orders.
  • Resolution: Changing the product to drop ship now removes the associated manufacture order.
  • Issue: Multiple discounts after a subtotal don't calculate tax correctly, tax is affected by first discount but not subsequent discounts.
  • Resolution: Tax calculations now calculate correctly for multiple discounts.

SalesPoint

  • Issue: Advanced search for SalesPoint order doesn't display fields on the right column correctly.
  • Resolution: Advanced search now displays the fields correctly.

API

  • Issue: Loading and then immediately saving a customer through the API causes an error when attempting to save.
  • Resolution: Save now functions correctly.

Shipping

  • Issue: Shipping Import table doesn't have a default value for cartonvoid on new databases, this causes issues with
  • Resolution: default value is now set properly.
  • Issue: Sending an email from the shipping module doesn't send.
  • Resolution: emails generated through the shipping module will now send correctly.
  • Issue: Error message on UPS Ready setup is missing some carriage returns.
  • Resolution: We added the carriage returns to make the error message easier to read.
  • Issue: Voiding a shipment doesn't void any service or shipping type items on the shipment.
  • Resolution: Voiding an order now voids all the item types on the order.
  • Issue: Reloading a packed order will re-prompt to print the packing list, even after the order has been packed.
  • Resolution: The prompt to print the packing list is only displayed when the order has not been packed.
  • Issue: Shipping a sales order with a set discount then a percentage discount and a subtotal causes and error when shipping.
  • Resolution: Shipping an order with multiple discounts or numerous discount types now fulfills correctly.
  • Issue: Voiding a shipment with a kit doesn't always void the kit items correctly.
  • Resolution: Kits now void correctly.

User Group

  • Issue: New users with no report right access can still see the part cost over time report.
  • Resolution: Part cost over time report now checks for user access rights.

Vendor

  • Issue: Credit return orders should not update the vendor last cost.
  • Resolution: Credit returns will no longer update the last cost recorded on the vendor.
  • Issue: Vendors and new addresses cannot be deleted, even if they aren't being used.
  • Resolution: Vendors and addresses can be deleted if they aren't in use on any orders.

2015.3 Released - 2/12/2015

Highlights - 2015.3
New features - 2015.3

General

CSV Import/Export

Customer

Fishbowl Mobile

Picking

Pricing Rule

Purchase Order

Reports

Sales Order

API

User Group

Fixes - 2015.3

Bill of Materials

  • Issue: Inactive location groups still show on the default locations tab of the bill of materials.
  • Resolution: Only active location groups show on the default locations tab now.
  • Issue: Quick Build tool doesn't have a space between the quantity and UOM abbreviation for the Create Finish Goods panel.
  • Resolution: Proper spacing has been added between the quantity and the UOM.
  • Issue: Deleting a default option in a bill of materials and adding a new default to the option group doesn't work if the new item is listed first.
  • Resolution: The import now works correctly regardless of the order.

Company

  • Issue: LDAP configuration allows the user to enable LDAP authentication without entering any settings.
  • Resolution: LDAP now validates that data is entered and defaults to Fishbowl authentication if settings are incorrect.
  • Issue: Closing the company module and then re-opening during the same client session locks all fields.
  • Resolution: The company module can be opened and closed at will with no lock down to any fields.

CSV Import / Export

  • Issue: Tax rates that share a common value like 6% and 16% cannot be imported on the Customer import.
  • Resolution: Customer import allows tax to be set correctly.

Customer

  • Issue: Pipeline integration to push and pull customers doesn't sync correctly.
  • Resolution: the Pipeline connection now works correctly again.
  • Issue: the state name for Delaware is spelled incorrectly.
  • Resolution: We fixed it...Delaware, Delaware, Delaware.
  • Issue: Newly created customers are set to -1 for the default sales rep, it shouldn't be set to anything.
  • Resolution: New customers are once again set to none for the default rep unless a sales rep is specified.
  • Issue: Importing Customers from QuickBooks creates a memo every time the customer is imported again.
  • Resolution: The memo is now added during the initial import and then any subsequent imports do not add a memo.

Dashboard

  • Issue: Receiving gadget filters don't look at the advanced search settings for the receiving module.
  • Resolution: Gadget now looks at the settings on the advanced search in Receiving.
  • Issue: Pick gadget doesn't populate when the picking advanced search has a saved parameter of a specific location group.

General

  • Issue: URL links don't format correctly when linking to a document that isn't on the same computer that is attempting to access the URL link.
  • Resolution: URL Links are now formatted correctly to allow access.

Home

  • Issue: Labels for Inventory and Purchasing are cut off on some mac operating systems.
  • Resolution: The labels now display correctly.

Inventory

  • Issue: Unable to move inventory tracked by a quantity type part tracking field.
  • Resolution: Inventory with quantity tracking fields can be moved as needed.
  • Issue: Drop ship quantity doesn't calculate or populate in the inventory module.
  • Resolution: Drop ship calculations now display correctly.
  • Issue: Inventory Valuation Summary doesn't run when you specify an asset account.
  • Resolution: Asset accounts can now be specified in the reports filter.

Location Group

  • Issue: Creating a new location group with an inactive user doesn't save correctly.
  • Resolution: Inactive users no longer prohibit the saving of a new location group.

Manufacture Order

  • Issue: Auto MO is pulling needed parts based on the BOM rather than the part, when a part has multiple BOM's the need is replicated based on the number of BOM's associated with the part.
  • Resolution: Auto MO now calculates based on the part and not the BOM count.

Mobile Warehouse

  • Issue: Module sort order doesn't save the user preference correctly.
  • Resolution: The sort now saves according to the user's selection.
  • Issue: Picking parts with many UOM conversions won't allow the pick to load and finish.
  • Resolution: The UOM conversions are no longer included with the part, no loss of functionality though.

Part

  • Issue: Inactive location groups still show on the locations tab of the part.
  • Resolution: Only active location groups show on the locations tab now.
  • Issue: Part inventory information doesn't display the correct "next orders" info when a PO has multiple parts on multiple lines on the same PO.
  • Resolution: Next order information now displays correctly.
  • Issue: Part accounts are being set to the default account mapping, but not flagging as default, so if accounts are re-mapped the parts don't get updated.
  • Resolution: Part accounts are now being set properly.

Picking

  • Issue: Pick finish column doesn't account for inventory in "Not Pickable" locations.
  • Resolution: The finish criteria now includes whether or not the location is "Pickable".
  • Issue: Pick scheduled date doesn't save when selecting save but changing nothing else.
  • Resolution: Scheduled date now saves properly.

Pricing Rule

  • Issue: Pricing rule advanced tab tier settings don't match the module options until reset in the module options.
  • Resolution: Advanced tab and module options now match.

Product

  • Issue: Product class field can't be unassigned once they are set.
  • Resolution: Product classes can now be unassigned again.

Purchasing

  • Issue: Closing short a partial order without saving deleted items before close short adds them back to the order.
  • Resolution: Deleted items are saved automatically before a close short occurs.
  • Issue: Loading a purchase order increments the auto number up one each time the client is loaded.
  • Resolution: Numbers will only increment when new orders are created now.
  • Issue: ROP in one location group but not in another doesn't include needed inventory in the location group without a ROP in the Auto PO calculation.
  • Resolution: Auto PO now includes all needed items, regardless of ROP setting.
  • Issue: Part advanced search included Tax and Misc type parts in the part type combo box.
  • Resolution: Only valid part types are now displayed in the part type combo box.

QuickBooks Integration

  • Issue: export to QuickBooks fails when you have more than 1500 inactive accounts.
  • Resolution: Export will now post regardless of the number of inactive accounts.

Receiving

  • Issue: Searching for RMA's in the advanced search returns orders that aren't associated with the RMA.
  • Resolution: RMA search now returns the correct order(s) only.
  • Issue: Items added during the reconcile process are not classed the same as the order class.
  • Resolution: Any items added during reconcile will be classed the same as the order class.
  • Issue: Non-inventory parts that are outsourced cannot be received in to Fishbowl because they are looking for a location.
  • Resolution: Outsourced non-inventory parts can be received in again.

Reports

  • Issue: Sales Order Summary shows duplicate entries when orders are partially fulfilled.
  • Resolution: the report now pulls data correctly.
  • Issue: Gross Sales by Product Tree product number and description don't wrap to the next line if they are longer than the field size.
  • Resolution: Product and description fields now wrap to the next row if the information exceeds the field length.
  • Issue: On Hand By Date Report doesn't show the full UOM.
  • Resolution: The report now shows the full UOM abbreviation name.
  • Issue: Creating a new folder in the reports tree can't be deleted.
  • Resolution: Folders can be deleted once more.
  • Issue: Report parameters won't accept apostrophes as valid characters, causing issues such as a bill of materials that has an apostrophe in the name to fail when running the bill of materials report.
  • Resolution: Apostrophes are now allowed in report parameters.
  • Issue: Copying and pasting a report into the same folder removes all the module associations and parameters on the original report.
  • Resolution: The original report now retains the module associations and saved parameters.

RMA

  • Issue: Changing the expiration date of an RMA that was created in an old version of Fishbowl (pre 2015) causes an error.
  • Resolution: dates can now be changed at will, regardless of when the RMA was created.

Sales Order

  • Issue: The Add Item wizard in the sales order doesn't show the entire description for some item types that can be added to the order.
  • Resolution: The wizard is now sized correctly.
  • Issue: Inactive Discounts still show as available.
  • Resolution: Inactive discounts no longer show as available discounts.
  • Issue: Partially shipping an order then exporting to QuickBooks and then taking payment and finishing the order doesn't apply the payment to the order.
  • Resolution: The payment is now applied correctly, regardless of whether the payment is taken on partial or complete orders.
  • Issue: Closing short a partial order without saving deleted items before close short adds them back to the order.
  • Resolution: Deleted items are saved automatically before a close short occurs.
  • Issue: Quantity pricing rules are not applied to the sales order item when you specify the quantity at the same time as adding the item.
  • Resolution: The pricing rule now applies correctly.
  • Issue: Sales rep combo box won't select the correct user when assigned as numeric values such as 12 and 120.
  • Resolution: User combo boxes now sort correctly so any user can be correctly selected.
  • Issue: Products with Bill of Materials that have sub assemblies aren't allowing changes to be made as long as the SO and MO are linked.
  • Resolution: Orders can now be completed and/or modified without breaking the link between the SO and MO.
  • Issue: UPS Ready rates don't work correctly when there is a kit on the sales order.
  • Resolution: Rates now work correctly when there are kits on the order.
  • Issue: Order total weight on the details tab doesn't have enough room to show message when multiple UOM's are on the order that don't convert.
  • Resolution: Error message now displays correctly when multiple units are on the same order and don't convert.

API

  • Issue: Sales order item notes are required on pick RQ and this causes the pick to fail in FMW if the item note is blank (null).
  • Resolution: The pick note is now an optional field in the call.

Shipping

  • Issue: UPS label shows "Fishbowl" as the company name when no company name is set in the properties.
  • Resolution: When no company name is set in the properties the label will now reference the company name from the company module.
  • Issue: Shipping notes is limited to 255 characters, should be unlimited.
  • Resolution: the notes field is unlimited once again.
  • Issue: Pound abbreviation reads LB and should be LBS for UPS integration.
  • Resolution: Abbreviation has been appended with an S to work with UPS.
  • Issue: Customer default Email address is not populating when using the email button in Shipping.
  • Resolution: Email address is pulled correctly.

Transfer Order

  • Issue: Misc items on the transfer order lock it from being edited or fulfilled.
  • Resolution: Misc items can be added to the order again.
  • Issue: Ship type transfer orders aren't using the "owner" field to properly record the owner while in transit, it always uses the From location.
  • Resolution: Orders reference the "Owner" field once again.

User

  • Issue: Users can't be created if the default location is changed.
  • Resolution: Users can be created again.

User Group

  • Issue: Duplicating a user group doesn't duplicate the user access rights.
  • Resolution: Duplicate now copies the rights and the group information.

2015.2 Released - 12/11/2014

Highlights - 2015.2
New features - 2015.2

Company

  • Module option to disable the Fishbowl+ section

Currency

  • Added Haiti to the currency list
  • Added Nigeria to the currency list
  • Added Trinidad and Tobego to the currency list

Data

  • Back button for queries remembers the last query rather than sequential order

General

  • DELETE key is now an alternative hot key to delete items from sales orders, purchase orders and work orders
  • Property to control date format in Fishbowl
  • Added a shipping email view to the database

Part

  • Auto generated tracking for serial numbers, lot & revision numbers and date type tracking fields

Picking

  • Added a Finish column to picking search panel to show pick completion ability in green, yellow or red.
  • Assigned User per pick

API

  • Call to get product pricing rule information
  • Call to add items to work orders

User Group

  • User access right to finish a work order when materials are short - access right is Manufacture Order-Consume When Short
Fixes - 2015.2

Bill of Materials

  • Issue: Changing the UOM on a BOM item changes all the items, not just the selected item.
  • Resolution: Only the selected item UOM is changed.

Class

  • Issue: Sub classes don't display correctly, only the sub class name shows, not the entire class name including parent classes.
  • Resolution: Class selection now shows the entire class name.

Company

  • Issue: tooltip on LDAP Authentication included a typo "FIshbowl".
  • Resolution: Corrected tooltip to read correctly.

CSV Import/Export

  • Issue: Sales order import can't be imported when sub classes are present on the order.
  • Resolution: Sub classes can now be included on the import file for the sales order.
  • Issue: Part, Product, Vendor Pricing import doesn't set a default product.
  • Resolution: The import now sets the first product per part as the default product when there are multiple products per part.

Customer

  • Issue: Customer part numbers can't be edited or deleted.
  • Resolution: Editing and deleting customer part numbers is no longer restricted.

Database

  • Issue: Databases created on 2015.1 are setting the primary key constraint and not null flag on the ID column of the ShippingImport table.
  • Resolution: This is being set properly now.

Inventory

  • Issue: Inventory advanced search tracking tab doesn't display the date range correctly.
  • Resolution: Size increased to display properly.
  • Issue: Advanced search doesn't return proper results when advanced searching by custom fields.
  • Resolution: Searching now works correctly.

Manufacture Order

  • Issue: databases created on version 2015 can't issue an order with a note type item.
  • Resolution: orders with notes now issue with no problem.
  • Issue: Adding a note type item to a work order defaults the sort order to "1".
  • Resolution: Sort order is now assigned as the last item on the list.

Part

  • Issue: Standard cost databases only - part information cannot be edited when there is a receipt that has been reconciled but not yet received.
  • Resolution: Part information can be edited regardless of the status of any receipts.
  • Issue: Part UOM cannot be changed even when the part is not in use on any orders.
  • Resolution: The UOM can be updated once again.
  • Issue: Changing the part UOM doesn't update the associated combo box selections.
  • Resolution: Combo box selections are now updated properly.
  • Issue: Part default locations cannot be removed once set.
  • Resolution: Default locations can now be deleted from the part.

Picking

  • Issue: Editing the destination location changes all items on the order, not just selected line(s).
  • Resolution: Destination is only changed for selected line(s).
  • Issue: Picking serialized parts for a work order with non-serialized items incorrectly picks inventory and over picks the serialized part(s).
  • Resolution: Pick now finishes the parts correctly.
  • Issue: Picking serialized parts in mobile doesn't allow more than 1 serial number to be picked at a time.
  • Resolution: Picking serial numbers now works correctly regardless of quantity.

Purchase Order

  • Issue: Misc items cannot be highlighted on the purchase order.
  • Resolution: Misc items can be properly selected.

Receiving

  • Issue: Tax total shows in the US version of the Receiving module.
  • Resolution: tax is now hidden for the US version of Fishbowl, still shows for CA and AU versions.

Reports

  • Issue: Switching reports or changing the viewed page doesn't auto scroll to the top of the page.
  • Resolution: Loading a new report or a new page now auto scrolls to the top of the report.
  • Issue: Reports can be accessed for other sales reps even when the "access others" right is not given.
  • Resolution: User access rights are now considered when selecting links on sales reports so users can only access data according to rights.
  • Issue: POS receipt doesn't calculate paid amount with tax correctly when multi-currency is enabled and the order is in the home currency.
  • Resolution: paid amount now includes the tax total of the order.
  • Issue: 2" receipt doesn't calculate paid amount with tax correctly when multi-currency is enabled and the order is in the home currency.
  • Resolution: paid amount now includes the tax total of the order.
  • Issue: 3" receipt doesn't calculate paid amount with tax correctly when multi-currency is enabled and the order is in the home currency.
  • Resolution: paid amount now includes the tax total of the order.
  • Issue: Packing list by location doesn't run.
  • Resolution: Packing list by location now runs correctly.
  • Issue: On Hand by Date doesn't show inventory from a transfer order.
  • Resolution: On hand inventory now shows correctly regardless of method of inventory movement type.
  • Issue: Costing Layer Valuation report asset account doesn't populate correctly.
  • Resolution: Report now displays correctly.
  • Issue: Work Order Flag doesn't display short inventory correctly.
  • Resolution: short inventory now calculates correctly.

RMA

  • Issue: RMA validate by order doesn't work if the item is a drop ship type.
  • Resolution: All orders, regardless of sale type will show in the RMA validate process.

Sales Order

  • Issue: Tax line items are showing a zero total even when price is not.
  • Resolution: Tax now shows and calculates correctly.
  • Issue: Misc sale items can only be sold in UOM "ea".
  • Resolution: Misc sale items can now be sold in any UOM.
  • Issue: Fulfilling a credit return service item doesn't fulfill the order correctly.
  • Resolution: credit returns now fulfill correctly.

API

  • Issue: ExecuteQueryRq call access check doesn't work properly.
  • Resolution: Call now works as designed.
  • Issue: ProductGetRq fails on kits.
  • Resolution: call works correctly now.
  • Issue: SaveSORq doesn't save sales rep initials.
  • Resolution: Sales rep initials save correctly now.

Server

  • Issue: Changing the server memory setting resets MaxPermSize setting in Fishbowl Server VMOptions file.
  • Resolution: MaxPermSize setting now saves when resetting memory for server.

Shipping

  • Issue: Packing list is really slow.
  • Resolution: optimized report to work better for larger orders.
  • Issue: Shipping Invoice is really slow.
  • Resolution: optimized report to work better for larger orders.

User Rights

  • Issue: Saving user access rights causes any open nodes to close.
  • Resolution: Saving rights leaves any open nodes open still.

2015.1 Released - 11/20/2014

Highlights - 2015.1
New features - 2015.1

Company

  • LDAP Integration

RMA

  • RMA advanced search by linked SO number or customer PO number

Sales Order

  • Sales order note type items
  • Product Price now shows as an optional column on the product tab
Fixes - 2015.1

Company

  • Issue: Refresh button locks all the fields in the company module
  • Resolution: Refresh now loads the module correctly.
  • Issue: Email settings don't save correctly when a new module is opened before saving the company module.
  • Resolution: Save now works correctly.

CSV Import/Export

  • Issue: Sales Order Import fails when order contains kits with headers displayed.
  • Resolution: Kit headers can now be imported with the order.
  • Issue: Part import must have ABC code specified, even though it's not a required field.
  • Resolution: Import no longer requires ABC code, it's optional again.

Dashboard

  • Issue: Saving advanced search filters in shipping cause the ship gadget to display no information.
  • Resolution: Advanced search now shows gadget correctly.

Data

  • Issue: Save to xls button doesn't save when there isn't a description for the query.
  • Resolution: Export to xls is now available any time a query is written.

General

  • Issue: About screen still says 2014...oops.
  • Resolution: Updated to 2015.
  • Issue: Server Auto Update doesn't verify the new version correctly.
  • Resolution: Auto Upate will now look at the correct new version number.
  • Issue: 2015 client will connect to a 2014.1 server.
  • Resolution: This is now version specific once more.
  • Issue: Logging in as correct username but incorrect case connects to the client but doesn't load the client correctly.
  • Resolution: Log in is now case insensitive.
  • Issue: Fishbowl Database update window shows the default Java icon.
  • Resolution: We now use the Fishbowl icon.

Manufacture Order

  • Issue: Build to order work orders with raw goods that are a stage don't fulfill properly.
  • Resolution: BTO work orders with staged raw goods now fulfill again.
  • Issue: work orders with multiple stages or many items load slowly.
  • Resolution: optimized work orders to load significantly faster.

Mobile Warehouse

  • Issue: Mobile doesn't connect to a database created in 15.0.
  • Resolution: 2015.1 allows Mobile Warehouse to connect.

Picking

  • Issue: Picking serial numbers separates the needed numbers by tag count, but still combines all available serial numbers in the list.
  • Resolution: Total quantity needed for the line can now be picked all at once.

QuickBooks Integration

  • Issue: QB Export fails when exporting sales orders for customer jobs.
  • Resolution: The export allows customer jobs to be sent again.
  • Issue: Adjusting part cost from $0 to a positive value doesn't export to QuickBooks.
  • Resolution: Adjusting the cost now exports the value correctly.
  • Issue: Inventory adjustment export to QuickBooks fails if your home currency is set to United Arab Emirates.
  • Resolution: We now support UAE currency format when exporting to QuickBooks.
  • Issue: Importing customers doesn't pull the main address information.
  • Resolution: Integration will now pull all addresses for customers and update if new addresses have been entered.
  • Issue: Exporting customers to QuickBooks the default tax code is being reset in Fishbowl.
  • Resolution: The tax code is no longer reset, instead it remains as set in QuickBooks.

Receiving

  • Issue: Receiving advanced search RMA num doesn't search correctly.
  • Resolution: RMA num now returns the correct results.
  • Issue: Outsourced PO's with serialized parts can't be received in correctly.
  • Resolution: Serialized parts can now be received back into inventory.
  • Issue: Receiving module would only allow orders in the first 25 location groups to be loaded.
  • Resolution: You can once again access all location groups when loading receipts.

Reports

  • Issue: Cycle Count List filtered by location doesn't work.
  • Resolution: Filter now applies correctly
  • Issue: Pick Report option to "show address" doesn't work.
  • Resolution: Option now changes the report to display correctly.
  • Issue: Receiving History Report doesn't show non inventory type parts.
  • Resolution: We now include non inventory parts by default
  • Issue: 3 inch receipt doesn't show 4 characters correctly in the quantity field.
  • Resolution: quantity field has been increased to support additional characters.
  • Issue: New reports don't upload correctly.
  • Resolution: New reports will now save and load like existing reports.
  • Issue: Margin Report doesn't filter by product tree correctly.
  • Resolution: Filters now apply correctly.
  • Issue: Shipping Invoice runs slow on large shipments.
  • Resolution: the report has been optimized to run faster.
  • Issue: Removing the custom report from the custom reports directory after uploading prohibits it from being run as a scheduled report.
  • Resolution: Scheduled Report no longer errors out when removed from the custom reports directory.

Sales Order

  • Issue: Ctrl+shift+R doesn't launch the tax rate window.
  • Resolution: the hot key now launches the tax rate window again.
  • Issue: UPS Get Rates function doesn't work without items on the sales order.
  • Resolution: Function is now available for the order regardless of items.
  • Issue: Total markup column label is cut off when tax rates are not used in sales order.
  • Resolution: Field size has been increased so the entire label is visible.
  • Issue: Sales orders created from the RMA that were not associated with a previous order that has a tax rate won't get created.
  • Resolution: When no tax rate is set we specify "none" as the rate.

Schedule

  • Issue: Scheduled Reports parameters aren't working correctly.
  • Resolution: Parameters now load into the report as designed.

Shipping

  • Issue: Kits with subtotals can't be shipped.
  • Resolution: These orders can now be fulfilled.
  • Issue: Searching by custom fields doesn't work correctly in the advanced search.
  • Resolution: Advanced search now uses custom fields correctly when searching.

2015.0 Released - 11/6/2014

Highlights - 2015.0
  • The new Small.Data.png Data module allows custom SQL queries to be run against the database so now you can get exactly the data you need and export it to CSV and XLS.
  • The Fishbowl user interface has been re-designed. New buttons are larger and easier to use.
  • Fishbowl tables now have alternating row shading (zebra striping), making it easier to view large tables.
  • The new Small.Home.png Home module shows the basic data flow in Fishbowl and allows you to quickly jump to any of the modules.
  • A new Email button simplifies the process of emailing the default report from any module.
  • A new Refresh button makes it easier for you to reload whatever is currently open in any module.
  • The new MO to PO button allows you to create purchase orders for the items on a manufacture order. This simplifies the process of ordering the parts that are needed to manufacture an item.
  • Three new reports were added. Inventory Shipping Summary, Receiving Label, and Lot History.
  • Now you can rename parts and products using the Part and Product Renaming CSV.
  • Customer part numbers can also be entered using the new Customer Parts CSV.
  • When the new Markup field is edited on a sales order, the product price changes automatically. This allows you to easily monitor and adjust the profit margin on each item and the total markup on the order.
  • If another user makes changes to an order when you have it opened, the order will automatically refresh. This ensures that you're always working on the most recent version.
  • There are now checkboxes in the Small.Picking.png Picking module options to auto-commit and auto-finish picks, allowing many companies to streamline the picking process.
  • The Auto PO wizard now has the option to create orders for each location group and items can now be added to existing bid requests or open orders.
  • The New Part wizard has been improved and can be customized to show only the steps that are applicable to your company.
  • The installer for future versions can now be downloaded and installed from the Fishbowl server window, allowing you to install Fishbowl updates more quickly and easily.
New features - 2015.0

Home

  • Added a Home module that shows the basic data flow in Fishbowl.

Reports

  • Reports can now be shown in a separate window from the reports module.
  • Created an Inventory Shipping Summary report that shows a summary of shipped orders.
  • Created a Lot History report that shows the history for a specified lot number.
  • Created a Receiving Label report that can print a label for all parts received with their tracking information.
  • Option on MO traveler report to show labor in a separate column.
  • Option on Product barcode by SO report (Avery and one off) to hide service and shipping products.
  • Added the ability to show payment information on Invoice.
  • Added Pricing information as optional data to show on the packing list.

Data

  • Added a Data module allows custom SQL queries to be run and exported.

Part

  • Details show Length, Width, Height.
  • Added ability to add a product to the product tree in the new part wizard.
  • Added ability to set a part's default locations in the new part wizard.
  • Added ability to set your default part and product accounts in the new part wizard.
  • Many of the steps in the new part wizard can now be hidden.

Product

  • You can now multi-select and move more than one product in the product tree.

Sales Order

  • Added ability to add multiple products to the sales order by highlighting multiple items in the sales order quick add.
  • Added ability to add multiple products to the sales order by highlighting multiple items in the sales order item search.
  • Lead time now shows for insufficient parts when adding a product with a bill of materials to a sales order.
  • Sales order items now have an option to show cost in the item table.
  • Options to skip the pick and payment screens in quickship wizard.
  • Changed payment screen in Quick Ship to include No Payment Now.
  • Added description to the substitute product panel in sales order module.
  • Ability to add a new address to the customer from the sales order module.
  • Button to go from SO to PO when the SO item is a drop ship type.
  • The customer PO now can be shown in the Sales order search pane.
  • Added ability to add multiple products to the sales order by highlighting multiple items in the product search.
  • Added a markup column to the sales order that will show your markup percentage. Changing your markup will change price on SO item.
  • Added ability to close short SO line items.

Picking

  • Pick Module Option to automatically commit issued sales orders.
  • Pick Module Option to automatically commit issued work orders.
  • Pick Module Option to automatically commit issued transfer orders.
  • Pick Module Option to automatically finish automatically created picks.

Shipping

  • Barcode order prefix can now be scanned in the client as well as Fishbowl Mobile.
  • Button to go from shipping to receive when shipping outsourced PO or TO.
  • Added ability in the shipping module to change the "Carton" name to anything you want.

RMA

  • RMA advanced search now includes customer PO # and linked SO # fields in the search.

Customer

  • Added Address data to the customer module advanced search.
  • Added the ability to save and load filters on the customer advanced search.
  • Customer jobs will now use the parent default billing address.
  • Added the "Check Balance" button to the Customer module.

Purchase Order

  • Option in Auto PO to add needed parts to existing PO's in bid request or issued status.
  • Added ability in the Auto PO to change the cost of the items being added as well as the quantity in line.
  • Option in Auto PO to create orders for each Location Group when ROPs are set by location group.
  • Added a pick button in the PO when items are outsourced or credit return type.
  • Ability to add a new address to the customer from the sales order and purchase order modules.
  • Button in purchase order module to go to sales order when the PO is linked to a drop ship type sales order.
  • Added inventory information tab to the purchase order item details window and a corresponding user access right to view inventory in the purchase order module.
  • Added Ability to change the addresses on a purchase order after the order has been fulfilled and a corresponding user access right.
  • Added ability to edit the total cost on a purchase order line item.
  • Added a module option to "Show only vendor parts" in the Part field.
  • Added Customer Job and Revision to the Purchase Order row data.
  • Added ability to add multiple parts to the purchase order by highlighting multiple items in the part search.
  • Added ability to close short PO line items.

Receiving

  • Warning column in reconciling when items to be reconciled have already been consumed.
  • Added the vendor part number into the reconcile wizard step 1.

Manufacture Order

  • Added a URL on the MO module so users can link to a file or website for the Manufacture order.
  • Added all parts lead times when building a work order with insufficient quantities.
  • Added ability to create purchase orders from manufacture orders. (MO to PO)
  • Added ability in MO to PO to combine line items of the same part number
  • Added ability in MO to PO to create to PO using short items only or all items
  • Added ability in MO to PO to round quantities up to the nearest whole number
  • Added ability in MO to PO to use the manufacture order's UOM on the purchase order.

Bill of Materials

  • Added a button in the add bill of material item wizard to "Add another item". This will allow to add multiple items in a row without leaving the wizard.

Payment Viewer

  • Module option to limit CC storage in Fishbowl even when payment is processed in the client.

Company

  • Added a Test Connection button in the email setup of Fishbowl.
  • Integrated apps can now be approved from the Company module.

Currency

  • Added ability to set default home currency.

Custom Field

  • Ability to assign users to order based custom fields.

User Group

  • Added expand / collapse to the user access rights and report rights panel.
  • Added a "view only" user access right.
  • New user access right in sales order limiting ability to edit the salesperson field.
  • New user access right to edit custom fields for orders (SO, PO, RMA, MO, and SalesPoint).
  • Added Ability to change the addresses on a purchase order after the order has been fulfilled and a corresponding user access right.
  • Added access rights to view markup column on sales order.

CSV import and export

  • Customer Part Export now includes a filtering option to select customers instead of exporting all customers.
  • Added a new import/export called Part and Product Renaming that will allow you to change part/product names through a csv file.
  • You can now inactivate a location through the Locations CSV import.
  • Added ability to set a default customer through the Location CSV import on existing locations.
  • Added ability on the customer import/export to set the credit limit for a customer.
  • Added ability on the customer import/export to set alert notes for a customer.
  • Added ability on the customer import/export to set the status of a customer.
  • Added ability on the customer import/export to set the shipping terms on a customer.
  • Added ability on the customer import/export to set the active flag to the customer.
  • Added ability on the vendor import/export to set the active flag to the vendor.
  • Added ability on the vendor import/export to set the status on a vendor.
  • Added ability on the vendor import/export to set the default terms on a vendor.
  • Added ability on the vendor import/export to set shipping terms on a vendor.
  • Added ability on the vendor import/export to set the URL on a vendor.
  • Added ability on the vendor import/export to set an alert note on a vendor.
  • Added ability on the vendor import/export to set the default carrier on a vendor.
  • Added ability on the vendor import/export to set account number on a vendor.
  • Added ability on the vendor import/export to set minimum order amount on a vendor.

Other

  • Added an Email button to all modules that attaches the default report.
  • Added a Refresh button to all modules to reload whatever is currently open.
  • SO, PO, MO, Picking, Shipping, and Receiving modules will automatically refresh the open order if it is changed by another user.
  • SO, PO, MO, Picking, Shipping, and Receiving modules will notify the user if conflicting changes have been made by multiple users.
  • The URL field in all modules now displays the actual URL, instead of just the word "URL".
  • Added ability to download new version installer on the server window.

SalesPoint

  • Ability in SalesPoint to right click and delete and open order.

Fishbowl Canada

  • Added a warning when creating a new customer to remind user if no tax is set for the customer.
  • Added GST/HST to the company module, this number will show on PO report, SO report, POS receipt, 2in, 3in, SO report, and shipping invoice.

http://www.fishbowlinventory.com/products/fishbowl-warehouse/2015-features/ http://www.fishbowlinventory.com/products/fishbowl-manufacturing/2015-features/

Fixes - 2015.0

Accounting

  • Fixed: Selecting "back" in the merchant services configuration wizard would retain account settings for T1 when attempting to change to a different merchant option.
  • Fixed: You can type in more characters when selecting the class on orders.

CSV import/export

  • Fixed: trying to create a location through the Location import would not throw a correct error when the import contained no name/description.
  • Resolution: An error is now thrown when no name or description exists on the line.
  • Fixed: importing a customer with multiple customer groups would break the import.
  • Resolution adding a ; in between customer groups will now allow multiple customer groups.
  • Fixed: Getting an error on the Customer CSV import would give duplicate errors.
  • Only one error will be given on a bad import.
  • Fixed: Customer CSV import will give a successful import message if there was a row with no customer name.
  • A proper error message will now display when not having a customer name.
  • Fixed: Vendor CSV import will give a successful import message if there was a row with no vendor name.
  • A proper error message will now display when not having a vendor name.
  • Fixed: Part module advanced search automatically switches to "Show Active Only" when leaving and then returning to the part module.
  • Resolution: the active status will only be refreshed with the rest of the advanced search.
  • Fixed: Account number column is listed twice in Vendor CSV file, removed duplicate entry.
  • Fixed: Kit items import instructions list that kit notes are required, but they are not, removed required text from the instructions.

Currency

  • Fixed: On a Canadian database, the USD would not update.
  • Resolution: The USD will now update when updating currencies from QB.

Custom Fields

  • Fixed: You can no longer inactivate a required custom field.
  • Fixed: Count type custom fields no longer default to a quantity of 0.
  • Fixed: You can now do an advanced search for a custom field that is date driven.

Customer

  • Fixed: FB Canada doesn't default to Canada as the country when creating new customers

Monitor

  • Fixed: Only inventory parts can be monitored, but any part type can be selected.

Part

  • When creating a new product from the part module, the dialogue window for creating the new product does not require required custom fields.
  • Resolution: Added the custom field tab to the new product dialogue window.
  • The new part wizard is rounding the price field to two decimal places on the add product step of the wizard.
  • Resolution: The price field now allows five decimal places.
  • Fixed: In the new part wizard, if you selected "this part is not for sale". Hit next, then back, your selection should remain the same.
  • Resolution: hitting next then back remembers your selection.
  • Fixed: The hover-over description in the accounts tab for the expense accounts for shipping and other type parts have been corrected.
  • Fixed: A change to the expense account for labor, service, and non-inventory type parts can be seen once you hit the save button.

Payment Terms

  • The default payment term can no longer be inactivated.

Picking

  • Hold button on the picking line item doesn't save or prompt user to save.
  • Resolution: Placing an item on hold will now automatically save.
  • Fixed: Serial Numbers can be modified in the serial number select window when picking.
  • Resolution: Serial numbers can no longer be edited in the picking window, only in the inventory screen by users that have sufficient rights.
  • The option to group single item orders in picking works properly.

Product

  • Fixed: Product module general tab tooltips always say 'Kits'
  • Resolution: Tool tips will now accurately reflect which type of product is selected, a kit or a product.
  • Fixed: Kits that had an item with a BOM set to 'Never', asked if you want to build a Work Order.
  • Resolution: If kits with BOM items, that are set to 'Never auto create', are added to an SO, then it will not create a Work Order.

Pricing Rule

  • Advanced search window is too small to display all available fields by default.
  • Resolution: increased window size for the advanced search panel.

Purchase Order

  • Bringing up the part search without selecting a vendor would lead to the vendor part number column to never show
  • Resolution: you can no longer look up parts in the part search without selecting a vendor first.
  • Purchase order access rights reference SO for message stating that changes won't go to QuickBooks.
  • Resolution: added PO access rights.
  • Fixed: Changing the vendor part number in the part purchase order item details window then tab down to the unit cost field (6 tabs) it reverts the part number back to what it was prior to your change.
  • Fixed: CA/AU ONLY A new PO created through the Auto PO feature will now populate the default tax code of the vendor.

QuickBooks Export

  • Fixed: Doing an accounting re-post removes the reference numbers for bills.
  • Resolution: Reference numbers now export on a re-post.
  • Fixed: AU Only - Standard cost variance issue when using standard cost.

Receiving

  • Multi-Currency: module will no longer show sales order totals.
  • On split receipts the customer/job will now remain in place.

Reports

  • Shipping Invoice: report does not have the option to show the home currency totals if order is multi-currency.
  • Resolution: Report now has option to show home currency totals.
  • Fixed: AU, Shipping Invoice: fixed a rounding issue with tax.
  • Fixed: WO Traveler report bar code does not contain the "w" prefix needed for scanning the bar code in picking.
  • Fixed: PO Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: SO Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.*
  • Fixed: Shipping Invoice Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: POS Receipt Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: PO Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: 2 In receipt Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: 3 In receipt Report: Report does not work with module option to set decimal length to different lengths.
  • Resolution: Report now works with module option to set decimals to 5 places.
  • Fixed: Sales Order report fails with a divide by zero error when a sales order has been closed short and a line items qty is changed to zero.
  • Resolution: The report now handles scenarios dealing with the qty of a line item being zero.
  • Fixed: AU ONLY SO Report: Headers duplicate if you have kits that don't specify kit price
  • Resolution: Report headers no longer duplicate if you have kits on the SO that don't specify kit price.
  • Fixed: AU ONLY POS receipt: Headers duplicate if you have kits that don't specify kit price
  • Resolution: Report headers no longer duplicate if you have kits on the SO that don't specify kit price.
  • Fixed: CA ONLY Several reports contain the ABN field that is unique to Australia release.
  • Resolution: Removed the ABN from CA reports.
  • Fixed: AU/CA only: rounding issue in POS receipt
  • Resolution: the sales order module and POS receipt totals now match.
  • Fixed: CA/AU only2in and 3in receipt calculate tax based off of the order tax.
  • Resolution: The reports now calculate tax based off of the line item tax.
  • Fixed: CA only 2in receipt calculates tax wrong if the order has a price adjustment
  • Resolution: The report now calculates tax correctly if the order has a price adjustment
  • Fixed: any multi-currency report - click on the red x, then run the report, it wont show the total or unit price columns for the MC values or home currency values
  • Reslution: this no longer happens.
  • Fixed: AU 3in recipt, rounding issue with total.
  • Fixed: Sales Order Report was showing a total tax even if you unchecked the tax boxes on teh line items.
  • Resolution: the report now shows the correct tax.
  • Fixed: POS recipt was showing a balance due of $0.01 when taking a full payment sometimes.
  • Resolution: the report how shows the correct balance due when taking a full payment.
  • Fixed: SO report will now correctly reflect tax amounts when price adjustments exist on the order.

RMA

  • AU/Canada: Creating a sales order through the RMA will have the correct tax codes on the items.
  • Resolution: Orders created through RMA will set the default tax code on the product.
  • First row in the RMA table is now selected by default.

Sales Order

  • Adding a part to the PO through the add item wizard will have the last part added highlighted in blue.
  • Quick fulfilling a misc item, shipping, or discount item would give in-correct format if using (-) in the date
  • Resolution: we no longer allow (-) in the date.
  • When removing line items with the status of entered from a sales order and saving the system does not fulfill the order if all remaining line items are fulfilled.
  • Resolution: When all the line items are fulfilled and the user saves, the order becomes fulfilled.
  • Fixed: AU ONLY - Misc items added to the sales order should get tax code of GST.
  • Resolution: Misc items added to the SO now have a default tax code of GST.
  • Fixed: When doing an in line edit of a custom part number on an so line item, if you tab over to the price field the vendor part number will revert to the previous text.
  • Resolution: Tabbing over after editing the customer part number field no longer reverts to previous text.
  • Fixed: CA Version only, fixed an issue where line item taxes were breaking the export to QB.
  • Fixed: Product cannot be added to an order without first selecting a customer.
  • Resolution: Products can be added to the order and customer just has to be set before saving the order.
  • Fixed: Typos in tool tip for SO module options.
  • Fixed: Backing out a customer name no longer tabs to the quantity field.

Shipping

  • Canada/AU the default length for cartons is now set to cm.
  • Fixed: typing a - in the ship date would give wrong date.
  • Resolution: you can no longer type a - in the ship date.
  • Fixed: Advanced search "containing item" field doesn't clear when resetting search filter criteria.
  • Fixed: Fedex tracking URL has been updated to use the latest options.

UPS Ready

  • UPS Ready registration uses the company name from the company module which can sometimes differ from how the customer registered with UPS.
  • Resolution: The company name field in the UPS Ready wizard is now independent of the company name as found in the company module.

User Group

  • User Access rights automatically collapse when saved.
  • Resolution: no longer collapses, also added expand all / collapse all buttons.
  • The "All Rights" check box isn't selected when all rights are given.
  • User that did not have acccess to issue a PO could issue a PO through the Auto PO wizard.
  • Resolution: User can no longer issue a PO through the Auto PO wizard if they don't have that right.

Miscellaneous

  • Fixed: DB Tools no longer allows column name aliasing.
  • Resolution: Column names can now be given an alias.
  • Changed: Removed export queries functionality from Fishbowl Server dialog and placed it in Fishbowl client data module.
  • Changed: Tool tips now display until mouse is moved, no longer a 4 second max display time.
  • Fixed: Option to uncheck rearrange and floatable can be saved.
  • Changed: Moved integrated applications from the server to the company module in the client.
  • Changed: Some of the search panels status field said 'Any'.
  • Resolution: All the status fields in the search panels consistently have option for 'All'.

2014.1 Released - 2/13/2014

Fixes - 2014.1

Consignment

  • Fixed: Sales Orders created through consignment defaults the payment term to COD instead of using the customer's default terms.
  • Resolution: The sales order will uses the customer's default term.

Inventory Module

  • Changed: Information field to display next 5 orders has been expanded to display all orders and purchase order line item notes has been added as a column.

Manufacture Order

  • Fixed: Duplicating a manufacture order that has a memo removes the memo from the original manufacture order.
  • Resolution: The original manufacture order will retain the memo.
  • Fixed: Auto MO will create a work order with a finished good with a qty that is less than the qty for a single BOM.
  • Resolution: Auto MO will now create the work order in the proper qty that is specified for a full BOM.

Part

  • Fixed: Service type parts do not show the default accounts properly if a specific account is not selected.
  • Resolution: The default account is now properly represented.

Pricing Module

  • Fixed: Advanced search for product tree throws an error.

Property Module

  • Fixed: Doing a search sets the dirty flag prompting the user the save changes.

Purchase Order

  • Fixed: Applying a vendor cost rule to the PO would not apply to the correct part if you added 2 or more parts to the PO and did not save before applying the vendor cost rule.
  • Resolution: You can now add vendor cost rules and have them work properly at any time.
  • Fixed: The total column was allowing more than 2 decimals, which caused problems in the reconcile wizard.
  • Resolution: we no longer allow more than 2 decimals in the total column.

Receiving

  • Fixed: Costlayer cost is calculated wrong when you have an open receipt that has been received but not reconciled and an add inventory is performed before the items are reconciled.
  • Fixed: Multi selecting lines to receive produces an error when clicking receive.
  • Resolution: An error is no longer displayed.
  • Fixed: Receiving against a credit return sales order by using the fulfill icon to the right of the items can cause the costlayer and average cost to be off for the items received.
  • Resolution: The active icons to the right of the items now mirror the icons at the top of the module.
  • Fixed: Receiving an item partial by using the fulfill option will duplicate the remaining qty to be received to two lines.
  • Resolution: Using the fulfill option will no longer duplicate the remaining quantity of a partially received item.

Reports

  • Changed: Gross Sales By Product Tree has now has an option to either show the current product number associated with an id or an historical product number.
  • Fixed: Pick report sorts by location sort order descending.
  • Resolution: Pick report now sorts the same as the Pick Ticket report.
  • Fixed: Bill of Materials report fails if the Bill of Materials number contains an apostrophe.
  • Resolution: Bill of Materials report will now run for Bill of Materials that contain an apostrophe in the number.
  • Fixed: Putting a customer part number on a miscellaneous item causes an error.
  • Resolution: Miscellaneous sales will now accept text in the customer part number field.
  • Changed: Added option in Part Activity report to show or not show tag numbers.
  • Fixed: Month to Date cumulative sales and Month to Date Sales Bar graph using the wrong date field to select orders.
  • Resolution: Changed the date field used to match other sales reports.
  • Fixed: Cycle Count list duplicates quantities and does not accurately reflect items with zero quantity and a default location set.
  • Resolution: Report will now more accurately reflect items not in stock that have a default location and not duplicate quantity.
  • Fixed: Null error when running Sales Order Summary report by class and show details.
  • Resolution: The Sales Order Summary report will now run as designed when grouping by class and showing details.
  • Fixed: Part Committed report does not accurately reflect transfer order quantity committed.
  • Resolution: Fixed an issue where items of the same part and qty but different line items on the same transfer order were only being counted once.
  • Fixed: Sales order report would fail if it had a closed short item with an average cost of $0.00
  • Resolution: the report now works with closed short items with an average cost of $0.00

Sales Order

  • Fixed: Modifying a configurable item with a bill of materials will not let you finish the wizard with the bill of materials change.
  • Resolution: Configuration wizard can now be finished and the changes saved.
  • Fixed: If a customer did have a default tax code, it was not overriding the product tax codes on the sales order.
  • Resolution: Default customer tax codes now overwrite the product tax codes.
  • Fixed: AU Only: Misc items added to the SO now have a default tax of GST

UOM

  • Fixed: In the uom conversion wizard the back button is not available once you reach the step to specify the ratio between conversions.
  • Resolution: The back button is now active throughout the wizard.

UPS Ready

  • Fixed: Customer phone field on the UPS tab will not save data.
  • Resolution: The field can now be saved to.

Fishbowl API

  • Fixed: The GetPartListRequest was requiring a vendor ID.
  • Fixed: AU Only: TotalIncludesTax was not calculating the total correctly.
  • Changed: Reverted change to SOSaveRq that disallowed modifications to sales orders that had items with a bill of materials.
  • Changed: Added <IgnoreItems> flag to SOSaveRq. When updating an already existing sales order in the system, setting this flag to true will only change the sales order details and not the items.

2014.0 Released - 11/14/2013

Highlights - 2014.0
New features - 2014.0
Fixes - 2014.0

Dashboard

  • Fixed: Sales Order gadget not filtering location group as saved in the advanced search in the sales order module.
  • Fixed: Removing all gadgets from dashboard and then closing and reopening Fishbowl client does not allow new gadgets to be added.

Fishbowl Client

  • Changed: Delete buttons are not active if no item is loaded.
  • Changed: Editing and creating memos save button was misleading.
  • Changed: Removed forum link from the help menu.

Fishbowl Mobile

  • Fixed: If order is picked and packed in mobile, then voided in the client, a GDS exception was thrown.

Import/Export

  • Fixed: Sales Order import commits on failure.
  • Fixed: Customer import instructions incorrectly state that the address contact field allows 60 characters.
  • Fixed: Product import has invalid columns.
  • Changed: Export wizard now retains the last location a specific export was saved to.

Currency

  • Fixed: If "associate multiple fishbowl customers to one QuickBooks customer" module is on, you will no longer be able to use currency.

Location

  • Fixed: Error message when saving a location that has no location group set is not useful.

Manufacture Order

  • Fixed: A manufacture order with multiple custom work orders would not save when one of the work orders was fulfilled and new items were added to the unfulfilled work order.
  • Fixed: Adding a new item to a work order has a typo in the wizard.
  • Fixed: New item wizard throws a null pointer if a part is not selected before advancing through the wizard.

Miscellaneous

  • Fixed: The step in the Fishbowl setup wizard to create location groups allows the use of a dash which is a reserved character.
  • Resolution: Dashes are no longer allowed to be used in the naming of location groups in the setup wizard.
  • Fixed: Adding a banner to the bottom of the Fishbowl client causes the client to not open.
  • Resolution: Adding a banner to the bottom of the Fishbowl client is no longer allowed.

Part

  • Fixed: Vendor Part number field in advanced search does not filter properly.
  • Resolution: Vendor part search field now filters in advanced search.

Picking

  • Fixed: When picking parts that are tracked by serial numbers, picking does not distinguish between upper and lower case.
  • Resolution: Picking now differentiates between cases.

Product

  • Fixed: Setting the income account for an associated price will still use the default income account for the system.
  • Fixed: Bad error message was thrown when trying to change the default UOM while it was being used on an open order.

Purchase Order

  • Fixed: hiding/showing columns would not save if order was not issued.
  • Fixed: (Multi-Currency) Fixed rounding issue between client and PO report totals
  • Fixed: AU ONLY (Multi-Currency) fixed rounding issue between Home currency total and Quickbooks
  • Fixed: AU Only (Multi-Currency) Clicking the "Amount Includes Tax" checkbox would miscalculate the unit and total prices.
  • Fixed: AU Only (Multi-Currency) The home currency total price was not rounding to 2 decimals
  • Fixed: Using the binoculars to search for parts when adding parts does not return all available parts.

QuickBooks Integration

  • Fixed: Bill of materials are not imported into Fishbowl on initial integration.
  • Fixed: Vendor Credit is not being exported to QuickBooks when option "Export bill after reconciling a receipt" is selected.
  • Resolution: Vendor credit now export as expected.

Receiving

  • Fixed: (Multi-Currency) Fixed rounding issue between PO module and Receiving module totals.
  • Fixed: (Multi-Currency) Billed and Landed totals were not rounding correctly in reconcile wizard.

Reports

  • Fixed: Price Discrepancy Report - Kit items would multiply lines on the order if their prices were adjusted.
  • Fixed: Sales Order Summary - Dollar amounts would double if an order was partially shipped.
  • Fixed: SO Report - If the product number was only one character it would not include the dash before the description.
  • Fixed: POS receipt - taking a full payment on a multi-currency order would show a balance due of $-0.00
  • Fixed: 2in receipt - taking a full payment on a multi-currency order would show a balance due of $-0.00
  • Fixed: PO report (AU Only) Fixed rounding issue with Multi-Currency orders
  • Fixed: Inventory Availability Report cuts off the uom abbreviation when longer than 2 characters.
  • Resolution: UOM is now in a single column rather than every column as every column was redundant.
  • Fixed: Fixed rounding issue with Multi-Currency and percentage discounts on POS receipt and Sales order Repot
  • Resolution: The home currency amount will not round to match quickbooks with mulit currency orders with line item discounts
  • Fixed: POS receipt shows 0 for Multi Currency line item total price on subtotal line items, also the 3in receipt and 2in receipt.
  • Resolution: the reports now show a total for subtotal line items.
  • Fixed: all multi currency reports were not reflecting price adjustments correctly
  • Resolution: the SO report, POS receipt, 2in receipt, 3in receipt all correctly reflect the price adjustments of kit and BOM items.
  • Fixed: Sales Order Backorder report customer name is blank.
  • Fixed: Pick Efficiency report does not allow for the saving of default parameters.
  • Resolution: Parameters now save.
  • Fixed: Tracking Detail report shows transactions for XO when it should say TO.

RMA

  • Fixed: Credit return sales orders created from the RMA module do not set the product class correctly if the product has a default class set.
  • Resolution: Class will now be set according to the product default.

Sales Order

  • Fixed: hiding/showing columns would not save if order was not issued.
  • Fixed: AU Only (Multi-Currency) Line item total is off from QB line item total.
  • Fixed: AU Only (Multi-Currency) Home currency tax amount is rounding wrong.
  • Fixed: Multi-Currency - Fixed issue where adding discounts greater than 10% would miscalculate the currency unit price
  • Fixed: Typo in refund credit card processing step.
  • Fixed: (Multi-Currency) adding an associated price would set the wrong price for home currency.
  • Resolution: Adding an associated price to the sales order will set the price of the associated price to the home currency, it was the order currency
  • Fixed: Changing the rate of a multi-currency order would change the order currency price rather than the home currency
  • Resolution: Changing the rate of the order will change the home currency price rather than the order currency
  • Fixed: Fixed rounding issue with Multi-Currency and percentage discounts on
  • Resolution: The home currency amount will round correctly when line item discounts are applies.
  • Fixed: (multi currency only) if you hide columns then set the rate to 0, columns hidden will re-appear
  • Resolution: Setting the rate to 0 will no longer un-hide columns hidden.
  • Fixed: adding an item to sales order with price adjustments would not set the multi-currency values correctly
  • Resolution: Adding items with a price adjustment will now set the total price correctly on multi-currency orders.
  • Fixed: Hyperlink to purchase order created by drop ship non-inventory item returns an error.
  • Fixed: Cycle Count List option to show inventory not in a location will return inventory from whole warehouse.

Schedule

  • Fixed: Java schedule - tasks would get stuck running if they didn't return a message or failed within the third-party plugin.

Shipping

  • Fixed: Backdating a shipment does not set tax line items date fulfilled for the order shipped properly.

Fishbowl API

  • Fixed: CustomerSaveRq - Customer number does not save properly.
  • Fixed: GetSOList-(AU Only) - Sales Order with no order tax would cause call to fail.
  • Fixed: SOSaveRq - Updating an existing order resets associated work orders.
  • Resolution: You can not update issued sales orders with associated work orders. They need to be unissued before you can update them through the API.
  • Added: SaveMemoRq - You can save a memo to any item or order directly.
  • Added: POSaveRq - You can now set if cost is home currency (for multi currency orders) with "CostIsHomeCurrency"
  • Added: SOSaveRq - You can now set if cost is home currency (for multi currency orders) with "PriceIsHomeCurrency"

2013.6.1 Released - 9/26/2013

Fixes - 2013.6.1

Fishbowl Client

  • Fixed: Saving the SO or PO tabs to launch at start up would cause your client to not close if you did not click on them after you logged in.

Consignment

  • Changed: Creating a PO from consignment for multiple items was creating multiple orders for the same vendor instead of adding them to the same order.
  • Fixed: Auto-fulfill TO module option and you do a replenish TO it would give an error but create the order anyway.

Custom Field

  • Fixed: Having a custom field type of Date would cause items to fail to save.

Inventory

  • Fixed: Custom tracking type not displaying correctly in inventory module.

Miscellaneous

  • Fixed: Cannot import new parts from QuickBooks with quantity.

Part

  • Fixed: You could not add a weight to an item that was on an open order.
  • Fixed: Always manufacture flag was not getting removed when the default BOM was removed or inactivated.

Payment Terms

  • Fixed: You could not inactivate a payment term that was used by another module.

Picking

  • Fixed: Tag search returns no results if the part is using custom tracking.

Product

  • Fixed: Unchecking the specify kit price was not displaying the correct prices on the individual items.
  • Changed: You can set the default class for a kit.

Purchase Order

  • Fixed: If the vendor had a minimum amount set and the order total was for $0 it was not displaying a message.
  • Fixed: Multi-Currency, rounding issue on the MC total and US total.

QuickBooks Export

  • Fixed: The first time you take a custom payment in Fishbowl would fail to export.
  • Fixed: Bills would not export to QuickBooks if the module option "Create bill in QB after reconciling a receipt" was checked and you fully fulfilled the receipt.

Reports

  • Fixed: Part Vendor List Report - Vendor link was not working.
  • Fixed: Sales Order Summary - Splitting order with different date filters selected would not pull in the order.
  • Fixed: Shipping Invoice (Australian Version Only) rounding issue where report total was different than Sales Order.

RMA

  • Fixed: Creating a return order that contained an item with an always create BOM would create an MO for that item.

Sales Order

  • Fixed: The short warning was being displayed for credit return items if they were in a kit.
  • Fixed: (AU Only)(Mutli-Currency) fixed rounding discrepancy on sales order total and tax invoice total when shipping line item is present.
  • Fixed: (Multi-Currency) Fixed a rounding issue on sales order totals when using .33333 in rate.
  • Fixed: (AU only)(Multi-Currency) The payment wizard was showing USD in the home currency payment info step.
  • Fixed: In line edit of line item unit price gives a useless error messages when moving focus to quantity field.

Sales Point

  • Fixed: (AU only)Taking payment without shipping items, exporting, then fulfilling item was not correctly applying payments to tax invoice.

Scheduling

  • Fixed: Trying to remove the top task from the schedule queue did nothing.
  • Fixed: Scheduled imports that could not find the file log it as a partial success.

UOM

  • Fixed: You could add more decimals to UOM conversions when creating then you could when editing.
  • Fixed: Deleting a UOM conversion and saving would prompt you to save again when you try to load another UOM.

Vendor

  • Fixed: You could add a vendor cost rule with more decimals through the import then you could through the client.

Fishbowl API

  • Fixed: SalesOrderItem Object - Taxable flag was always coming in as false.
  • Fixed: PO Object - Ship city and remit zip were always blank.

Fishbowl Mobile

  • Fixed: Bill of Materials with labor parts with a (,) would break when opening a work order.

2013.6 Released - 9/12/2013

Highlights - 2013.6
New features - 2013.6
Fixes - 2013.6

Consignment

  • Fixed: After new location creation in consignment the user cannot receive inventory into the location if the transfer order was created in consignment.

Customer

  • Fixed: Override hold status can be changed in customer module by users who cannot override the hold normally.

Import/Export

  • Fixed: Sales Order import is case sensitive for discount types.
  • Fixed: Customer import gives misleading error message when address contact field is blank.
  • Fixed: Purchase Order import requiring QuickBooks classes to be assigned for items.
  • Fixed: Sales Order import allows kits to be imported without kit items.

Manufacture Order

  • Fixed: Disassembling a work order with multiple finished goods fails if one of the finished goods has a decimal quantity.
  • Fixed: Disassemble wizard for a work order incorrectly displays the qty of finished goods rather than the qty of BOMs to disassemble.

Miscellaneous

  • Fixed: Dirty flag being set in multiple modules prompting user to save when no changes have been made.
  • Fixed: Nothing happens in client when user clicks Help --> About.
  • Fixed: Starting the server is slow with large databases.

Part

  • Fixed: Loading parts can take a long time because of re-caching of vendor part information.
  • Fixed: Loading parts can take a long time for databases with many locations.
  • Fixed: Saving or creating a part is much slower in latest version.
  • Fixed: The advanced search includes the vendor part number again.

Picking

  • Fixed: Search for part tracking containing money, quantity or count defaulting to zero and returning no results.
  • Fixed: Cannot void a pick that has a non-inventory item.

Product

  • Fixed: Inactive products show up in Quick Add List.
  • Fixed: Saving or creating a product is much slower in latest version.
  • Fixed: Prompt to fill in a required custom field places focus on memo tab rather than custom field tab.

Purchase Order

  • Fixed: Clearing out the currency rate and tabbing out will now set the rate to what it was before it was deleted.
  • Fixed: Switching from a vendor with multi currency to a vendor without will now remove the currency columns.
  • Fixed: Width of Currency unit cost column was to small.
  • Fixed: When adding a miscellaneous item, opening the Item details and tabbing through the fields will remove the vendor part number.

QuickBooks Export

  • Fixed: Scheduled export to QuickBooks fails (deprecated).
  • Changed: Journal entries for Transfer order shipping accrual will not report the transfer order number.
  • Fixed: Export dialog window does not update properly when exporting.

Receiving

  • Fixed: When receiving a line item with tracking for a partial amount the landed cost is not always represented correctly.
  • Fixed: Receiving a partial qty after the qty has already been reconciled it can create multiple bills in QuickBooks.
  • Fixed: With carton based shipping the tracking number was not being sent over to QuickBooks if it has a $0 cost.

Reports

  • Fixed: Formatting of "Fax" heading is not consistent among all reports.
  • Fixed: Bill of Material report showing null on large Bill of Materials.
  • Fixed: Purchase Order Summary using scientific notation for large totals at the top of the report.
  • Fixed: Outstanding Items Report showing blank sales order number when the number is larger than provided field.
  • Fixed: Inventory Variance report excludes some transactions that effect beginning and ending balance.
  • Fixed: Price Discrepancy report is not filtering by sales person correctly.
  • Fixed: Bill of Material report not calculating service cost correctly when a uom conversion between stored and consumed must be done.
  • Fixed: Part Committed report not calculating committed qty for outsourced purchase order items that have been shipped but not received back in.
  • Fixed: PO report, total cost only showed one decimal place.
  • Fixed: PO report, There were extra spaces in the line items.
  • Fixed: Bill of Material report not rolling up cost of raw goods for items with sub assemblies when report has more than one page.
  • Fixed: Margins Report does not include miscellaneous sales.
  • Changed: Purchase History report product description set to pull from product module.
  • Fixed: User Login Log not working when filtered by user.
  • Changed: Created option to choose date field that is displayed in upper right corner of Sales Order Report.

RMA

  • Fixed: Creating a memo does not set dirty flag to save.

Sales Order

  • Fixed: Customer part numbers now show in the quick list.
  • Fixed: Hot key control->shift->up arrow/down arrow when moving line items moves price and total price incorrectly in some scenarios.
  • Fixed: Changing the qty on a credit return kit will update the kit price to a positive amount.
  • Fixed: Sales Tax on discount lines not calculating correctly when multiple discount lines are used.
  • Fixed: Changing an item with an "Always Create" BOM from a sale to a credit return does not remove the already created manufacture order.

Schedule

  • Fixed: CSV export saves first file properly but does not put proper extension on subsequent exports with same name.
  • Fixed: QuickBooks export does nothing after latest release.
  • Fixed: Error when scheduling Inventory Valuation Summary for databases with many users and location groups.
  • Changed: Removed reports from list of available reports to be scheduled if the report contained the product tree parameter.

Shipping

  • Fixed: Using "Get Quote" without saving new cartons creation will return UPS labels that are blank.

Fishbowl API

  • Changed: Can now use unique shipment number in shipping calls.
  • Changed: SOSave request for Australian version now includes tags for line item tax.
  • Fixed: Reference for all payment types being encrypted, only need to encrypt Credit Cards.
  • Fixed: SOSave request not setting soitem.totalcost field correctly.
  • Fixed: GetShipment does not return the shipment number.

Fishbowl Mobile

  • Fixed: If a Purchase Order is first reconciled in the Fishbowl Client and then received in mobile the Purchase Order is left in a partial state.

2013.5 Released - 6/13/2013

Highlights - 2013.5
New features - 2013.5
Fixes - 2013.5

Accounting

  • Fixed: the module option window was covering the bottom option in the window. re-sized to fix.

Bill of Materials

  • Fixed: When class tracking is not active the bill of materials module still prompts to save a class when creating a new bill of materials.

Customer

  • Fixed: Street text box, save button and default shipping service fields are active when no customer is selected.

Currency

  • The currency module now asks if the user would like to save if they make a change and click the x to close.

Dashboard

  • Fixed: Dashboard widgets cannot be re-sized.
  • Fixed: Pick widget causes error when pick creation is set to by item and fulfillment date for items on the same order is different.

Import/Export

  • Fixed: Receiving export instructions do not match what is exported.
  • Fixed: Shipping import instructions changed to reflect unique ship numbers.
  • Fixed: Kit import allows products to be assigned to a product type when it should only allow products to be assigned to kit type products.

Inventory

  • Changed: Description field can now accessible through copy and paste.

Manufacture Order

  • Changed: Added Date Started to Finish work order wizard.

Part

  • Fixed: Users can view and edit location group Reorder Points for location groups they do not have access to.

Product

  • Fixed: Option to not show product images is turned back on when restarting client.

Purchase Order

  • Fixed: Changing the Vendor after adding parts would not update the vendor part number.
  • Fixed: Adding new part does through add item combo box does not retain quantity already entered.
  • Fixed: Message advising that changes made to purchase orders already exported to QuickBooks will not re-export has visible new line characters.

QuickBooks Export/Import

  • Fixed: Contact type for email has typo when imported.

Receiving

  • Fixed: Partially receiving items with tracking not splitting remaining qty to receive properly.
  • Fixed: Setting the reference number on multiple lines and using the top left receive button not retaining the reference number.
  • Fixed: Reference number and bill date not persisting if item is reconciled and then qty split and received.

Reports

  • Changed: Option to hide or show part tracking on Packing List.
  • Fixed: Manufacture Order Stage report does not show fulfilled or entered.
  • Fixed: Packing List by batch does not show part tracking.
  • Fixed: Inventory Allocated to Work Orders will duplicate information in some cases.
  • Fixed: Purchase Order report uom field will not display four characters without wrapping to the next line for some uoms.
  • Fixed: The BOM report sort is not the same as the BOM sort order.
  • Fixed: Packing List column headers not being printed on multiple page packing lists.
  • Fixed: Packing List back-ordered items not being displayed when show kit headers option unchecked.
  • Changed: The column headers for currencies now match the checkbox labels in the modify report dialog.

Sales Order

  • Fixed: When adding an item to a sales order that has a configurable bill of materials, on the last step of the configuration wizard, if you go back a step and then forward you cannot finish the wizard.
  • Fixed: System property for checking insufficient inventory in module options is being deleted on latest update. Won't allow items to be added to the sales order.

Schedule

  • Changed: Double clicking a scheduled task will now take the user through the edit wizard.
  • Changed: Added column to show last run result.

Shipping

  • Fixed: Get quote for UPS does nothing if the ship from address in the company module does not have a state set.
  • Fixed: Additional handling charge not calculating correctly.
  • Fixed: Auto sort by carton by line item not working properly when scroll bar is present.

Vendor

  • Fixed: Vendor module information not populated when the vendor tab is saved.

Fishbowl API

  • Fixed: Manufacture order not being created on SOSave when item on order being created has bill of materials that should trigger manufacture order creation.
  • Fixed: Product image not sending through the API correctly.

2013.4 Released - 4/22/2013

Highlights - 2013.4
New features - 2013.4
Fixes - 2013.4

Customer

  • Fixed: Search pane is not resizing properly.

Dashboard

  • Fixed: Gadget option for displaying reports not working properly.

Import/Export

  • Fixed: Importing a sales order that auto creates a manufacture order does not set the priority on the manufacture order properly.
  • Fixed: Part, Product and Vendor Pricing columns are off when custom fields are shown.
  • Fixed: Sales Order import/export has a typo in the instructions.
  • Fixed: Customer Group import will import as null if when trying to import customers with new groups.
  • Fixed: Purchase Order import will create blank vendor part numbers if the vendor part number field is blank.

Manufacture Order

  • Fixed: Cannot delete a note or move a note up and down on work order details tab.

Miscellaneous

  • Changed: Shipping import table contains new column to be used with Endicia shipping integration.

Part

  • Fixed: Advanced search is not showing scroll bar for custom field tab when many custom fields are present.

Picking

  • Fixed: When changing the location group for the pick the destination location will use the default of the previous location group.

Product

  • Fixed: Inventory button is active when a kit is selected.
  • Changed: Misleading error message when trying to delete an associated price type that is in use.
  • Fixed: Editing associated pricing types will only allow for editing of the last associated pricing type created.

Purchase Order

  • Fixed: Backdating a credit return sometimes will use the wrong post date.
  • Fixed: Vendor cost rules are not applying after a purchase order is saved.

Receiving

  • Fixed: Reconciling allows item to be landed in decimal qty when uom of item is each.
  • Fixed: When fulfilling items that have already been received an error message is displayed saying the costs cannot be landed when no costs are being landed.
  • Fixed: Changes made to the column order in the receiving module are not saved when loading a new order or closing and opening the module.

Reports

  • Fixed: Vendor Part Barcodes and Vendor Part Barcodes One Off failing when vendor part number is empty.
  • Fixed: Part Activity Report does not handle long location and location group names properly.
  • Fixed: When hiding the totals on the Sales Order report it leases the sales tax field.
  • Fixed: The hazardous materials field on the Bill of Lading report is always checked.
  • Fixed: Sales report that take into account line item adjustments are incorrectly inflating the sales price.
  • Fixed: Part Activity report is not taking into account adjustments to tracking information.
  • Fixed: Columns in Reorder Report do not contain enough space for unit of measure code.
  • Changed: Sale Order Report now has option to show description and adjustment amounts when option to show bill of material items is selected.

RMA

  • Fixed: When cross shipping an rma where the uom of the original item and the uom of the returned item are different it does not create the return item with the proper uom.

Sales Order

  • Fixed: Backdating a drop ship item does not update the so line item with the proper date fulfilled.
  • Fixed: Optional and variable kit items qty is not calculated correctly when kit qty is greater than 1.
  • Fixed: Mouse wheel click on a so line item will display the image for the item but then pulls up right click options when image is closed.
  • Fixed: A service type item that is drop ship does not update the corresponding purchase order when line item is manually fulfilled.
  • Fixed: In line editing to type credit return for items that have a configurable bill of materials incorrectly displays dialog box that you cannot return configurable items.
  • Fixed: Gift card payment types run through merchant services requiring valid credit card number in order to process.
  • Fixed: Hot key to create new sales order places focus in quantity field rather than the customer field.
  • Fixed: When adding a kit the module option to check for insufficient inventory in all location groups is still only checking the location group of the sales order.

Shipping

  • Fixed: Pack option is greyed out when order is processed through UPS and order status is "Entered".
  • Fixed: Null error in shipping when two serial numbers are committed to a single item.
  • Fixed: Date last modified not being saved.

UPS

  • Fixed: Return request is not sending email as entered in field.
  • Fixed: Saturday delivery option is sometimes set incorrectly.
  • Fixed: Address name duplicates on UPS ship label.
  • Fixed: Prompt to print UPS label not working for all installations.
  • Fixed: Negotiated Rates not being displayed properly and accepted as designed.
  • Fixed: Error response from UPS: Missing or invalid ship from company name.
  • Fixed: Message is displaying for weight requirement when non UPS process is being handled.

Manufacturing

  • Fixed: Unable to disassemble a work order with qty greater than 1000.
  • Fixed: Starting a work order changes the work order scheduled date.
  • Fixed: Creating a custom work order without using the add work order wizard does not set the priority for the work order.

Fishbowl API

  • Fixed: ImportRq for Bill of Materials requires Fishbowl client to have been opened. Cached BOMType list not being loaded on server.

SalesPoint

  • Fixed: When you change a configurable item to a credit return it asks if you want to apply adjustments. When you click yes it changes the price.

2013.2 Released - 2/14/2013

Highlights - 2013.2
  • A new Bill of Materials report has been added that rolls up cost from staged BOMs.
  • The part lead time is now displayed in the sales order Insufficient Inventory dialog and the Add SO Item wizard.
  • A priority can now be assigned to work orders on the bottom of the Manufacture Order General tab and viewed on several reports.
  • The Sales Order Payment Wizard now allows custom payment methods to be created.
  • Bill dates and reference numbers can not be set on a per-item basis on the Receipt tab of the Receiving module.
  • The values that are exported to the QuickBooks Memo and To Be Printed fields can now be customized in the Accounting Module Options.
  • Fishbowl is now UPS.png UPS Ready® which means that UPS features are built into Fishbowl and directly accessible with no additional software required.
  • When upgrading from a version of Fishbowl prior to 2013, the Fishbowl installer will need to be run on each client computer.
New features - 2013.2
Fixes - 2013.2

Accounting Export

  • Fixed: Receiving a credit return sales order and inputting a ref no was setting the QB credit memo # to the ref no.
  • Fixed: Some combinations of qty and unit price would create a landed cost of .01 on bill in QB when no landed cost existed.
  • Fixed: Export to QuickBooks fails with a large number of customer payments to send.

Bill of Materials

  • Fixed: When you set the location for a bom part it cannot be unset without changing focus.

Customer

  • Changed: Under groups tab, double clicking an available group will now send the selection to the "Customer Belongs To:" pane.

Dashboard

  • Fixed: Auto-refresh is active when dashboard tab is not selected.
  • Fixed: Users without access rights to view dashboard will still see dashboard with no options.

Discount

  • Fixed: You can change the name of a discount when it is still in use creating an issue when shipping or exporting to QuickBooks.

Import/Export

  • Fixed: Importing a Sales Order with a non inventory part type does not set cost correctly.
  • Changed: Part, product and vendor pricing export has column named stagegroup that is not used. Column was removed.
  • Fixed: Inventory Qty Cost column rounds to two decimals on export.
  • Changed: Product Tree export does not allow for import into new database because of order of nodes in csv file.
  • Fixed: Sales Order import will now follow module option for setting sales rep for order.
  • Fixed: Customer import will not import if a customer's group is set in the import.

Inventory

  • Fixed: Cannot scrap a part with serial tracking if several tags exist in the database for common tracking.
  • Fixed: Part cost being set to zero in some scenarios when returning a part via credit return.
  • Fixed: Multi-Serial tracking will allow for more than one to be set as primary.

Location

  • Fixed: Changing location type and group gives a server error.

Look and Feel

  • Changed: Changed all tabs to FBTabbedPane for consistency throughout.

Manufacture Order

  • Fixed: Date issued is not populating when a MO is created and issued on sales order issue.
  • Fixed: Disassemble and reverse work orders add items to the in correction section of the build.

Miscellaneous

  • Fixed: Database Maintenance fails when clients are disconnected via stopping the server by going to the options.
  • Changed: Fishbowl Server Service automatically installed during Fishbowl installation.

Monitor

  • Fixed: Auto-refresh is active when monitor module tab is not selected.

Picking

  • Fixed: When pick is started an user can right click in search pane and click start again and again.
  • Changed: Tool tip on go to ship button is misleading.

Purchase Order

  • Fixed: Credit return purchase order not using vendors ship to address in shipping module.
  • Changed: Item date scheduled should use the same terminology when the line item is double clicked.
  • Fixed: Purchase Order with many line items will jump to wrong line when double clicking line and sorting by line number.

QuickBooks Integration

  • Fixed: Initial integration throws a stack trace for duplicate carriers causing any remaining carriers to not be imported into Fishbowl.

Receiving

  • Changing the tax code in the reconcile wizard and canceling the wizard would update the receipt items with the tax code (Australian version only)
  • Updated: the tax code of a part through reconcile will now update the total tax in receiving (Australian version only)
  • Updated: Voiding a receipt will change the tax rate back to the original (Australian version only)

Reports

  • Changed: Shipping Invoice set to sort by line item number.
  • Changed: Work Order Summary report description updated.
  • Changed: All reports that have payment methods have been updated with a new combo box.
  • Fixed: Inventory Variance column headers do not line up.
  • Changed: Pick Report sort order now sorts by available and then by location.
  • Fixed: Margins report multiples qty when group by product is selected and a product is in multiple product tree nodes.
  • Fixed: Margins report printing off page.
  • Changed: Option to remove barcode added to multiple reports.
  • Fixed: Batch Report SO Invoice By Date will not run when date option "Last Changed" is selected.
  • Fixed: Products on Order report does not give totals for parts correctly when a UOM conversion must be made.
  • Fixed: Part Committed Report does not report on Transfer Orders properly when the parts have been shipped and not yet received.
  • Changed: On Hand By Product Tree report does not sort parts intuitively.
  • Changed: Inventory Allocated to Sales Order now has a date range to filter by.
  • Changed: CC Receipt 3in Report and Payment Details Report can now be run in the payment viewer.
  • Fixed: Purchase Order report wraps uom of line items if four alpha characters are used.
  • Fixed: WO Consumption report no longer contains the part number and description field when the report is saved as a .csv or .xls.
  • Fixed: Margins By Sales Order report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: Gross Sales By Product Tree report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: Sales By Month report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: TPS Report report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: MTD Sales report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: Compare Sales By Month report does not take into account price adjustments initiated by kit or bom configurations.
  • Fixed: Inventory Availability report does not filter by user's location group rights.
  • Fixed: Export Summary report is not calculating percentage discounts correctly for sales orders.
  • Changed: New module option for total and subtotal number of decimals added.
  • Fixed: A long description on a BOM will break the BOM report.

Sales Order

  • Fixed: Changing the fulfillment date on closed short sales order changes the date completed.
  • Fixed: Price adjust for variable kit items set to zero is incorrectly stating that an adjustment will be made.
  • Changed: Adding a kit with a tax to sales order with the same tax shows misleading error message.
  • Fixed: Setting the order tax will no longer tax a subtotal line item. (Australian version only)
  • Changed: Error message when attempting to create quicklist now specifies that item types must be of type "sale".
  • Fixed: Kit price adjustments are not calculated correctly when the kit quantity is greater than one.
  • Fixed: Manually fulfilling item types misc credit, service etc. not closing Sales Order when it should.

Shipping

  • Fixed: Having carton based shipping turned on prohibited you from shipping or packing (Australian version only).
  • Changed: Having multiple shipments will start with sonumber-1 rather than sonumber-2.
  • Fixed: When country, city, state and zip are empty for the bill to and ship to address on an order a null error is displayed when the order is finished shipping.
  • Changed: Error message when location group tied to sales order does not have a country updated.
  • Fixed: Splitting a line with serial tracking initiates dialog box but cancelling dialog loses qty split.
  • Fixed: Negotiated rates for UPS not displaying correctly.

Transfer Order

  • Fixed: Ship type transfer order will strand part "in transit" if receipt is voided in receiving.

User Group

  • Fixed: In a new database, default user groups have no report access rights.
  • Fixed: When user group is duplicated, the report rights don't copy over.
  • Fixed: Access rights for picking still allowing commit with right click.
  • Fixed: User without rights to issue a sales order can still right click in search pane and issue.
  • Fixed: User without rights to issue a transfer order can change the owner of the transfer order and the option becomes active.

Fishbowl API

  • Fixed: Updating memos through SOSave removes previous memos for order.
  • Fixed: Setting class on an sales order line item resets the Sales Order class with SOSave.

SalesPoint

  • Fixed: Doing a credit return that requires a credit card refund throws an error in payment wizard.
  • Fixed: Register number is not being recorded at the proper register if order was created at different register.

2013.1 Released - 12/20/2012

Highlights - 2013.1
  • Fishbowl is now UPS.png UPS Ready® which means that UPS features are built into Fishbowl and directly accessible with no additional software required.
  • The UPS integration in the Sales Order module provides the ability to display UPS rates for the open Sales Order and allows the shipping amount to be added to the Sales Order.
  • The UPS integration in the Shipping module provides the ability to get and accept quotes, create and void shipments, print labels, and return shipments.
  • The Schedule module has been improved to be cleaner, faster, and more reliable.
  • Pipeline includes many new features and pulls more information when syncing with Fishbowl, such as location groups, UOMs, sales tax rates, detailed inventory numbers (on hand, on order, allocated), and more.
  • When upgrading from Fishbowl 2012.7 or earlier, the Fishbowl installer will need to be run on each client computer.
New features - 2013.1
Fixes - 2013.1

Consignment

  • Fixed: Creating a transfer order for a part with multiple lot numbers failing in some situations.

Import/Export

  • Fixed: BOM Import throws an error when importing notes.

Inventory Module

  • Fixed: Hot Keys not working

Manufacture Order

  • Fixed: Can't edit quantity on WO Details tab.
  • Fixed: The BOM search will find not find staged bill of materials correctly.
  • Fixed: If you add notes during the Custom Work Order wizard they do not get added to the work order.

Miscellaneous

  • Fixed: iReport installer not correct.
  • Fixed: Error updating databases to latest version. "upsserviceid"

Product

  • Changed: Updated error message when deleting products that have been used.

Reports

  • Fixed: Margin By Sales Order not calculating estimated margins correctly for partially fulfilled orders.
  • Fixed: User Login Log Report hyperlinks don't work.
  • Changed: Price Discrepancy Report, change List Price column header to Product Price.
  • Fixed: Tracking Detail Report. Unit cost being listed incorrectly.
  • Changed: Gross Sales By Product Tree now has option to not include credit returns.
  • Fixed: Shipping Invoice not displaying order number when saved as an xls.
  • Fixed: Receiving List Report drops the last digit on the qty received column when more than four digits.
  • Fixed: POS Receipt report has unused parameter "Only Show BOM Price Adjustments".

RMA Module

  • Fixed: Verify by Order not recalling serialized tracking.

Sales Order

  • Fixed: Default report for "Pick Report" in Quickship wizard using program default for work order pick.
  • Fixed: UPS Rates, XML could not be parsed. XML Expected "RatedShipment" end tag, found "NegotiatedRates" start tag (line 2, col 1385)

Shipping

  • Fixed: UPS integration throwing an error when weight is less than a tenth of a pound.
  • Fixed: Remove extra bill third party tag. The XML document is well formed but the document is not valid.
  • Fixed: When registering UPS integration company name cannot be longer than 35 characters. Error response from UPS: The data length is in error for the Software Installer

2013.0 Released - 12/6/2012

Highlights - 2013.0
  • Fishbowl is now UPS.png UPS Ready® which means that UPS features are built into Fishbowl and directly accessible with no additional software required.
  • The UPS integration in the Sales Order module provides the ability to display UPS rates for the open Sales Order and allows the shipping amount to be added to the Sales Order.
  • The UPS integration in the Shipping module provides the ability to get and accept quotes, create and void shipments, print labels, and return shipments.
  • The Schedule module has been improved to be cleaner, faster, and more reliable.
  • Pipeline includes many new features and pulls more information when syncing with Fishbowl, such as location groups, UOMs, sales tax rates, detailed inventory numbers (on hand, on order, allocated), and more.
  • Fishbowl has been updated to Java 7. As a result, the Fishbowl 2013 installer will need to be run on each client computer.
New features - 2013.0
Fixes - 2013.0

Bill of Materials

  • Fixed: Pick location tab removal reverted. MO Picks Locations will only be used if initiated from the MO module.
  • Fixed: Add a bill of materials item wizard leaves default selection highlighted in step one even if different option is selected.

Consignment Module

  • Changed: When creating a Sales Order from consignment the ship to address is also used as the bill to address. Bill to address now pulls into wizard.

Import/Export

  • Fixed: Customer export not exporting distinct addresses when customer has multiple addresses.
  • Fixed: Customer export not exporting data from custom fields.
  • Fixed: Part Product and Vendor Pricing typo in adjustment account text.
  • Fixed: You can import a BOM that references UOM's that are not in the database, this caused a BOM to fail to load and a null error in the BOM module.

Inventory Module

  • Fixed: Transfer of inventory from location to consignment location does so improperly.
  • Fixed: Move inventory is not recording tracking information associated with inventory although the tracking info is moving properly.

Kits

  • Fixed: When creating a kit if you have a variable-optional on the kit, the price will not calculate correctly when qty is greater or less than default qty.

Manufacture Order

  • Fixed: Disassembling a previously built work order is not maintaining raw goods to finished goods ratio correctly.
  • Fixed: Auto numbering of work orders is not accounting for changes to MO number after work orders are partially fulfilled.
  • Changed: Issuing an MO with multiple work orders is faster.
  • Fixed: Partial fulfillment of work order where raw good has custom uom creates work order with incorrect qty for remaining raw good.
  • Fixed: Some times after printing a report you cannot save a Manufacture order.
  • Fixed: If you save a closed short manufacture order the status reverts to issued.

Picking

  • Fixed: Error message when trying to load a pick for an inactive location group does not indicate what the problem is.

Purchase Order

  • Fixed: Credit Return items on Purchase Order update vendor last cost to negative value.

Receiving

  • Fixed: Partial receipt of item with tracking does not allow a few of the text fields in the tracking dialog box to receive text.

Reports

  • Fixed: Inventory Allocated to Work Order is hard coded to look at wo.typeid but wo.typeid can change via import.
  • Fixed: Margin By Sales Order does not calculate qty correctly for line items that have separate shipitems but are shipped at the same time.
  • Fixed: Font on PO Report above bar code is small.
  • Fixed: Sales Order Summary does not subtotal correctly when grouped by class.
  • Fixed: Export Summary Report includes all fulfillment dates for a sales order if any of the fulfillment dates for the so fall in the range selected.
  • Fixed: Adjustment report hyperlink not working.
  • Fixed: Margins By Sales Order: When bill to address is blank on Sales Order the report is referencing there is no reference to customer on report.
  • Fixed: The customer price list date range parameter doesn't do anything, the parameter has been removed.
  • Fixed: A typo in the Price discrepancy report has been fixed "salesperso".

Sales Order

  • Fixed: When creating a new sales order, if the previously created SO had a default Sales Person the new SO will have the same sales person.
  • Fixed: SO to PO function not calculating short quantity correctly when short item on more than one line.
  • Fixed: Tax rates not computing tax correctly in some instances.
  • Fixed: Miscellaneous items not editable when uom is something other than each.

Sales Point

  • Fixed: Default Sales rep not being set when customer has a default sales rep.

Tax Rate

  • Fixed: Save tax is not checking date last modified.

Transfer Order

  • Fixed: You can create a TO for partial eaches that causes the TO to get stuck in picking.

User Module

  • Changed: No initials message not accurate.
  • Fixed: Saving a user with blank initials will display an error but still save.
  • Changed: Changing a users initials will display a message regarding initials matching in QuickBooks.

QuickBooks

  • Fixed: The export to QuickBooks fails if you try to export a customer with a colon in the name customer:name.

Fishbowl API

  • Fixed: Error handling within the API was passing back bad error messages.
  • Changed: Sales Orders, Customers, and Vendors have been changed to allow for unordered objects.

Fishbowl Mobile

  • Fixed: You cannot pack shipments into multiple cartons.
  • Fixed: Some WO Picks with UOM conversions will error out when you finish the pick from Mobile.

2012.7 Released - 8/9/2012

2012.7 - Highlights
  • Products and Inventory quantities can now be synced with Fishbowl Pipeline and viewed from the cloud.
  • Pipeline is a new product from Fishbowl that allows some of Fishbowl's data to be accessed from a web-based application on computers, tablets, and phones.
  • Carton weights in the Shipping module are now automatically calculated based on the contents of the carton.
  • The Vendor field in the Receiving module is now a hyperlink that opens the vendor in the Vendor module.
  • There is a new Ship Service field that can be set on the Customer or on the Sales Order.
  • Purchase Order item fulfillment dates are now set by the Vendor lead time.
2012.7 - New features
2012.7 - Fixes

Bill Of Materials

  • Changed: Bill Of Materials pick locations settings were removed.

Calendar

  • Fixed: Creating a calendar event starting and ending at 12:00 doesn't show up on the calendar.
  • Fixed: Right click menu gives rights to view WO even if user doesn't have right to the MO module.
  • Fixed: User that doesn't have rights to edit calendar events can right click and see 'new' option.
  • Fixed: User that doesn't have rights to a location group can still see WO's on the calendar assigned to that group(s).
  • Changed: Added the work orders to the Calendar Report. Shows WO status and Location.
  • Changed: Added delete button for categories.

Custom Fields

  • Fixed: Could enter more characters than could be saved.

Database

  • Fixed: No error shown when starting a database that is for a version higher than current installed version.

Import/Export

  • Changed: The Product import will not update the price to 0.00 if the price column is left blank.
  • Fixed: Pricing Rule import would only accept one product tree name, so it wouldn't pick the right tree if there were 2 trees with the same name. We fixed this by making the import take a path of product tree names just like customer jobs.
  • Fixed: Tax Rate Import does not check if TaxName Column is blank.
  • Fixed: Part Product and Vendor Pricing import sets parts to inactive if the "Active" column is not set or is set improperly.
  • Fixed: Sales Order Import will set credit return line items to a positive value if price column is set to positive value in the import.
  • Fixed: Part Product and Vendor Pricing import sets product details to part details if product details is left blank.

Kits

  • Fixed: Quantity on optional kit items are multiplying wrong.
  • Fixed: When saving a kit without a description error is thrown but user is not taken to the area of concern.
  • Fixed: Adding Tax Rate to kit would allow kit to be added to SO with same tax rate.
  • Fixed: Adding more than 1 kit (or changing the quantity) would not multiply the total adjustments by the new quantity.
  • Fixed: Credit return kits would not credit return optional items.

Locations

  • Changed: We removed the ability to delete or inactivate the last shipping, receiving, or stock location from a location group. In this process we fixed a number of other bugs with dirty flags and buttons being enabled when they shouldn't be. We updated all databases that were missing the required locations and added them in.

Look and Feel

  • Fixed: Some of the look and feel options were breaking the carton add options.

Manufacture Order

  • Fixed: UOM quantities were not calculating correctly for the MO items.
  • Fixed: Starting or voiding a Work Order would change which Work Order was selected.
  • Changed: The Auto Number for the next Manufacture Order no longer updates according to the last MO Number used. The only way to change the sequence is in the module options.
  • Fixed: Adding a BOM to a Manufacture Order then loading a different Manufacture Order would not ask the user to save.
  • Fixed: Advanced Search returns the same record multiple times when MO has the same part as a finished good but also as a repair in instructions.

Misc

  • Fixed: Searching with wildcards broken.
  • Fixed: Installer would not ask for installation folder.
  • Fixed: Installer would not add shortcuts to start menu.
  • Fixed: Desktop Icon for trial installation does nothing.
  • Fixed: Clearing a date using drop down options in date range for search does clear date fields.
  • Fixed: Beginning Date for searches is using the date plus a day for each day client is left open rather than date selected.
  • Changed: System Property "QB Version" is now visible in Fishbowl Client.
  • Changed: Added POS receipt report to list of reports that will populate auto fields in email boiler plate.
  • Changed: Default size UOM for Australia set to centimeter.

Part

  • Fixed: Can put in extra long part number in part module before saving.
  • Fixed: "Type" column in asset account combo box displays "non-posting" when selecting default asset account.

Product

  • Changed: We removed the ability to use a : in the product tree. This allowed us to use the : to select a specific tree in imports that used the product tree.
  • Fixed: For parts with products associated there must be at least one default product. This was not the case with databases from previous versions.

Purchase Order

  • Changed: The Auto Number for the next Purchase Order no longer updates according to the last PO Number used. The only way to change the sequence is in the module options.
  • Fixed: Can delete drop ship items from a purchase order, which locks up both that purchase order and the associated sales order.
  • Fixed: The Auto Purchase Order wizard no longer consumes extra Purchase Order Numbers when finishing the wizard.
  • Changed: The Auto Purchase Order wizard will now allow Purchase Order Numbers to be changed within the wizard.
  • Fixed: PO numbers with strings break the Auto PO.
  • Fixed: Auto Purchase order user rights are not disabled when rights are revoked.

QuickBooks

  • Fixed: Importing a customer from QuickBooks would add the customer name to the first line of the address causing duplicate customer names on Fishbowl addresses.
  • Fixed: Posting to QuickBooks while using Carton Based Shipping and obtaining a negative cost would error out.
  • Changed: Edit Sequence error for item receipts that were manually changed in QuickBooks will now display associated PO.
  • Fixed: Transaction not in balance error dealing with Transfer Orders.
  • Fixed: Service Type parts with cost not multiplying cost for qty greater than one.
  • Fixed: Misc Credits not transferring to QuickBooks correctly.
  • Fixed: Creating a new email for a customer in Fishbowl overwrites existing email in QuickBooks even when the new email is not default for that customer.

Receiving Module

  • Fixed: Receiving List Report wouldn't populate the receiving num parameter in Modify Report.
  • Fixed: Items added through reconcile wizard always show current date as scheduled date.
  • Fixed: In line edit of serial number for items received from RMA is disabled.
  • Fixed: Cannot open or reconcile Transfer Order in receiving module for Australian version.

Reports

  • Updated: Updated iReport to iReport 4.5.1
  • Fixed: Margin's by SO, the quantity wasn't working properly for credit returns.
  • Fixed: MO Projected Cost report total cost is off when MO has attached notes.
  • Fixed: POS Hourly Breakdown was showing null when no data was available.
  • Fixed: POS Hourly Breakdown allows numbers outside 24 hour time range.
  • Fixed: Sales By Count Report, the product header was "Part".
  • Fixed: Shipping Invoice report, Totals are incorrect when there is an item that is tracked by lot that come from different lots.
  • Fixed: Shipping Invoice report, we warn users if they are trying to run this report for an invalid shipment.
  • Fixed: Sub PO Carton Items from Packing List was not formatted correctly.
  • Fixed: PO Summary Report would not show the entire description or part number if they were too long.
  • Fixed: TO Summary Report would not show the entire description or part number if they were too long.
  • Fixed: TO Summary Report would only show 1 line item if you had a part on there 2 or more times with the same quantity.
  • Fixed: Gross Sales by Product Tree excludes product number column when saved in excel format.
  • Fixed: Sales Backorder Report lost option to only show backorders.
  • Fixed: Export Summary Report displays tax subtotals when no orders are displayed.
  • Fixed: COGS by Account Summary does not do partials correctly.
  • Changed: Standardized all reports with same font and header sizes.
  • Fixed: Sales Order Report doesn't show line item notes if you break the item and item description into separate columns.
  • Fixed: Purchase Order Report doesn't show line item notes if you break the item and item description into separate columns.
  • Fixed: Sales Order Summary Report modified to more accurately reflect partial shipments.
  • Fixed: New Tracking Incremental one off "Start at Label" field does nothing.
  • Fixed: Location Tag One-Off Description says "Avery".
  • Changed: Show contact on PO Report.
  • Fixed: Gross Sales By Product Tree Report Summary page shows all product trees when parameter points to a single tree.
  • Fixed: Reorder Report company wide reorder points were for location.
  • Fixed: Turnover Bar Graph has filters that do not apply to the report.
  • Fixed: COGS By Account Summary report parameter description is labeled "Asset Account". Should say "COGS Account".
  • Fixed: Product Barcodes by SO Avery and One Off have description referencing PO's.
  • Fixed: Gross Sales By Product Tree not calculating UOMs Correctly.
  • Fixed: Margins Report is not filtering by product tree when a product tree is selected.
  • Fixed: Sales Order Report has an extra line after each line item.

Sales Order

  • Fixed: Kit conversions between the part, product and SO item would cause errors.
  • Fixed: Shipping line items aren't being fulfilled on ship of SO.
  • Changed: Message stating "Any Changes made to this Sales Order after it has been exported to QB will not update QB" will only display if order has had something fulfilled.
  • Fixed: Product add wizard doesn't display inventory levels.
  • Fixed: Substitution not creating or deleting manufacture order if item added or deleted should create a manufacture order.
  • Fixed: Can't add discount using add item wizard.

Shipping

  • Fixed: Adding carton without selecting a UOM shows null value in module.
  • Fixed: Adding and sorting cartons repeatedly duplicates carton items.
  • Fixed: Changing Ship Service in shipping doesn't update the Ship Service selection on SO.
  • Fixed: Moving items between cartons changes the case of the carton UOM.
  • Fixed: Using arrows and hot keys to move items between cartons is inconsistent.
  • Fixed: Clicking on cartons occasionally changes the weights.

Schedule Module

  • Fixed: Schedule requires closing twice.
  • Changed: Added warning before deleting a task.

Tax Rate Module

  • Fixed: Tax Rate can be created with a ':' in the name.
  • Fixed: Can create flat tax rate type with negative dollar amount.

Transfer Order

  • Changed: The Auto Number for the next Transfer Order no longer updates according to the last TO Number used. The only way to change the sequence is in the module options.

2012.6 Released - 4/19/2012

2012.6 - Highlights
  • The Calendar Module now has customizable categories
  • The Calendar Module now has improved Work Order functionality.
  • The Part Details field has been added to the advanced search in the Part and Purchase Order modules.
  • The word order of a Fishbowl search no longer matters. A search for mountain bike will yield the same result as bike mountain.
  • To search for an exact phrase in Fishbowl, use quotes around terms such as "mountain bike".
  • The Fishbowl API is continually improving and features new functionality.
2012.6 - New features

Fishbowl API

2012.6 - Fixes

Bill Of Materials

  • Fixed: When adding a part in the wizard, can't set uom.

Calendar

  • Fixed: Delete button shows as enabled when not clicking on a calendar event

Database

  • Fixed: Customfieldview table has duplicate entries.

Export to QuickBooks

  • Fixed: If you reconcile a purchase order then fulfill it you could not post it to QuickBooks.

Imports

  • Fixed: Importing a custom field list type without a specified list didn't throw any errors.
  • Fixed: Could change custom field type while it was in use.
  • Fixed: Unable to import Receiving Data for items with serial numbers.

Reports

  • Fixed: User access rights report bottom margin was too small.
  • Fixed: Z Report not showing all of the customer names.
  • Fixed: Tracking link for the Packing List don't work.

SalesPoint

  • Fixed: Non-Sales / Inventory line items crash Sales Point

Shipping

  • Fixed: Ability to copy carton tracking number

2012.5 Released - 4/12/2012

2012.5 - New features
2012.5 - Fixes

Bill Of Materials

  • Fixed: Change estimated time in BOM Details won't set a dirty flag.

Calendar

  • Fixed: Work Orders do not show on the calendar if it days multiple days, weeks or months.
  • Fixed: The mini calendar shouldn't scroll when mouse clicking on days.
  • Fixed: Sometimes right click doesn't work correctly on events.
  • Fixed: Events that span multiple days do not show up when you are viewing one day.
  • Fixed: You cannot save update case in saved categories.
  • Fixed: You can type in the Calendar Error message box.
  • Fixed: Right clicking on a work order event breaks calendar events.

Consignment

  • Removed the ability to edit tracking in the consignment module.
  • Fixed: when you click on a sorted list the product selected creates a duplicate and puts it at the end of the list.

Custom Fields

  • Fixed: Required custom fields were not showing up during the creation of Parts, Vendors, and Customers.
  • Fixed: Show only required custom fields in wizards option defaulted on.

CSV Export Import

  • Fixed: In the CSV Export wizard, double clicking on the export should advance the wizard.
  • Fixed: The Receiving Data export does not show SKU and UPC correctly.
  • Fixed: When importing SO via CSV, leaving blank payment terms uses the wrong default.
  • Fixed: In the Receiving Data export, the SKU column header is in the wrong order.
  • Fixed: When changing cost via CSV on a Standard Cost Database the change doesn't export QuickBooks.
  • Fixed: When importing an SO that has a Kit within a kit on it the Quantities are incorrect.
  • Fixed: When importing a Generic Shopping Cart a wrong fulfillment date is entered.
  • Fixed: When importing Receiving Data for PO with same part number on multiple lines, Receipt is incorrect.
  • Fixed: When importing Receiving Data Dates are incorrect.
  • Fixed: When importing Customer data QuickBooks would never get updated.
  • Fixed: When importing BOM data an error would happen when trying to do an option group with items that were not the default.
  • Fixed: When importing locations the location group was being read incorrect.

Database Update

  • Fixed: If database has no shipping locations, after the updating from ver. 9.2 it created several issues with shipping.

Email

  • If you have multiple ship to addresses with different email addresses, the wrong email is used.
  • Fixed: Emailing from the shipping module displays the wrong name of the attached report if the report is not the default for the module.

Export to QuickBooks

  • Fixed: Customer payment terms now get exported to QuickBooks with the customer.
  • Fixed: Misc sales order items will have their accounts set properly.
  • Fixed: Reconciling then receiving would sometimes send wrong amounts to QuickBooks

Location Module

  • Fixed: type, location group, default customer, tag, and the generate button would compress incorrectly when the client was re-sized.

Manufacture Order

  • Fixed: Selling a BOM with a different UOM than the part UOM will create wrong qty amount.
  • Fixed: On a Mac client the total fields are too small to display the amounts.
  • Fixed: In Quick fulfill wizard, the pick location field has been given extra room.
  • Fixed: Adding a second BOM to a MO would set the date scheduled to be midnight.

Memos

  • Fixed: The hot keys do not work on all memos.

Misc

  • Fixed: Changing database Server console won't show new database path.
  • Fixed: Newer credit card readers read CC's as 2 lines.

Part

  • Fixed: Allowed to change the Part UOM to something incompatible with BOM UOMs.
  • Fixed: When setting a default vendor during part creation the part field was not auto populated.
  • Fixed: New part wizard did not allow user to populate required custom fields on linked products.
  • Fixed: Inactive products still show in part details tab.

Purchase Orders

  • Fixed: Auto PO assigned created PO's to the users default location group instead of LG the products were associated to.
  • Fixed: You cannot enter a negative cost item during the add item step in the reconcile wizard.
  • Fixed: change cost in the reconcile wizard then click cancel, cost still gets updated.

Picking

  • Fixed: The picking advanced search does not save the part number filter.
  • Fixed: Grouped pick had an incorrect status after voiding one of the picks.

Pricing Rules

  • Fixed: Pricing rules that were based off a percentage of Last Cost or Default Vendor Last cost had issues with UOMs.

Receiving

  • Fixed: You could not enter a number larger than three digits number in the Accept field.
  • Fixed: Receiving Data Import allowed input of fractional each quantities.
  • Enhanced the interface for receiving RMA items with serial numbers.

Reports

  • Fixed: In some cases the export summary report does not show order information if the SO is partial fulfilled.
  • Fixed: The Forecast Report only shows work orders if tied to a SO.
  • Fixed: The Shipping invoice is not showing tracking.
  • Fixed: Problems with the raw materials and finished goods.
  • Fixed: The Shipping invoice has no ship date on the top right.
  • Fixed: The Reorder Report sometimes displays available as 0 when qty is available.
  • Fixed: The PO report should have an option to add or remove the bar-code.
  • Fixed: The report descriptions are inaccurate.
  • Fixed: The Sales Order Taxes report shows 0 for line item tax when order ax is none.
  • Fixed: The Export Summary Report if you have items finished on the 29 of February.
  • Fixed: The WO Traveler Report shows double headers for repair type BOMs.
  • Fixed: Turnover Report was not calculating subtotals correctly when activity was only in 1 location group.
  • Fixed: Sometimes you cannot deselect or select the Only Show Default Parts check box.
  • Fixed: The Export Summary Report does not display SO % correctly.
  • Fixed: Shipping Invoice does not calculate tax correctly with untaxable items.
  • Fixed: COGS by Account Summary had links to Sales Orders that did not work.
  • Changed: Updated the POS Receipt to show the Date Scheduled Fulfillment of the Sales Order.
  • Fixed: Margins by Sales Order Report not showing correct Qty for items that were combined on picks.
  • Fixed: Export Summary Report would show tax/discount line items as needing to be posted
  • Fixed: Shipping Invoice has a typo in the drop down menu in the optional tab.
  • Fixed: Vendor Fulfillment History report gave duplicate line items and other bad numbers.
  • Fixed: Shipping Invoice would over lap words from the SO Note.

Sales Order

  • Fixed: The saved search doesn't load by default when opening the SO module.
  • Changed: The auto ROP wizard default selections improved.
  • Fixed: Hold status alert doesn't work during Quick-ship.
  • Fixed: Hold status doesn't work on duplicated orders.
  • Fixed: Changing SO Number will change the auto-numbering to start at that new number.
  • Fixed: Selling multiple misc. items with various UOMs causes blank error.
  • Fixed: Vendor PO Number on the Sales Order would not update when a drop ship item gets removed due to a close short, void, or unissue.
  • Fixed: Changing a kit date scheduled fulfillment does not update the kit items date scheduled fulfillment (This will only work once the Sales Order has been saved.)
  • Changed: A Customer without a default tax rate will use the company default when creating a Sales Order.
  • Fixed: Can't change qty of Kit Header after you save and reload SO.
  • Fixed: when saving a SO with no shipping terms you get an error message, but didn't take you to the source of the problem.
  • Fixed: SO contact on details tab using contact info not address name.
  • Fixed: API no longer accepts fractional eaches

Transfer Order

  • Fixed: An issue where a shipment would get stuck in the 'In Transit' location.

2012.4 Released - 2/23/2012

2012.4 - New features
2012.4 - Fixes

Calendar

  • Fixed: Click and drag to create a calendar event doesn't create when dragging from the end to the beginning of the event.

Customer

  • Fixed: API required carrier and salesperson when it shouldn't.

Import/Export CSV

  • Fixed: Part, Product, and Vendor Pricing import shows certain exception messages twice.
  • Fixed: Part, Product, and Vendor Pricing import allows the so item type to be changed on service/shipping type parts.
  • Fixed: Product import allows the so item type to be changed on service/shipping type parts.
  • Fixed: Receiving Data import doesn't fulfill sales orders for drop ship type products.

Manufacture Order

  • Fixed: Add items through the work order details tab doesn't select the part UOM if there is a mouse click on the wizard rather than enter or tab to advance

Misc

  • Fixed: Changing the license key without logging client connections out first won't allow new clients to log in until the previous client has been closed.

Pick

  • Fixed: Picking an order with multiple line items, then voiding and re-picking multiple times can cause an error when opening the shipment

Purchase Order

  • Fixed: QB Class field now shows in the part table of the purchase order.
  • Fixed: Export a PO credit return now works.
  • Fixed: Deleting a vendor from the AutoPO choices leaves the other vendor-specific options enabled.

Reports

  • Fixed: Shipment History "Sort By" field doesn't appear correctly.
  • Fixed: "Sort By" field value would not save.
  • Standardized the item notes on the POS Receipt report to match the Sales Order report

Sales Order

  • Fixed: Adding a product attached to a "when short" type bill of Materials doesn't adjust the MO quantity when the sales order quantity is modified.
  • Fixed: QB Class and Customer Part # fields now show in the product table of the sales order.
  • Fixed: Adding a kit using the add item wizard and modifying the fulfillment date doesn't update the kit item fulfillment dates.
  • Fixed: Search pane only displays a single page of results, if there are multiple pages of results they cannot be accessed unless the max row count is increased.

2012.3 Released - 2/9/2012

2012.3 - New features

SalesPoint

Fishbowl API

2012.3 - Fixes

Accounting

  • Added the ability to map cost variance accounts to COGS type accounts.

Bill of Materials

  • Fixed: Duplicating a BOM then creating a new finished good doesn't set the BOM as the default for the part.
  • Fixed: Selecting the one time item box on raw goods can be selected across the entire panel.
  • Fixed: Selecting Delete then clicking "X" to close the dialog without deleting still deletes the bill of materials.

Carrier

  • Fixed: Deactivating a carrier can't be used on future orders but can finish existing orders.

Consignment Module

  • Fixed: Consignment allowed consigned inventory to be split into a negative qty.

Customer

  • Fixed: Address fields allow more characters to be entered than are stored when saving, this truncates the address.
  • Fixed: Customer status of "Hold Shipment" doesn't work for non admin users.

Discount

  • Fixed: Creating a duplicate discount shows two error messages.

Import/Export CSV

  • Fixed: The abc code column was not populated on the part export.
  • Fixed: Setting tracking types to false does not uncheck box in client on the part import.
  • Fixed: User import doesn't create a reports favorite when importing new users.
  • Fixed: Part standard cost import showed success message when no header was present, but nothing gets imported.
  • Fixed: Exporting CSV files that contain carriage returns in a data string include a "\" at the end of each line.
  • Fixed: Miva Shopping Cart import has added columns that weren't in Fishbowl.
  • Fixed: BOM export fails if there is a BOM pick location set for an inactive Location Group.
  • Fixed: Kit import with variable item qty won't import into Fishbowl.
  • Fixed: BOM import isn't validating incorrect data and returning an error, instead if nothing can be imported the message returns for success.
  • Fixed: BOM import instructions are missing the instructions for default locations and custom fields.
  • Fixed: Payment Data import is encrypting the check reference field so that its unreadable.
  • Fixed: Importing a kit with only two optional items as the kit items fails.
  • Fixed: Part BOM import doesn't update the BOM's where that part is being used.
  • Fixed: Sales Order import with quantity 2 of 2 items on a kit only creates a pick for 1 of each item.
  • Fixed: Part Product and Vendor Pricing import doesn't set primary tracking when enabling serialized tracking on a part.
  • Fixed: Bill of Materials import won't update option groups when importing to change the bill of materials.

Location

  • Fixed: Changing the location tag number doesn't save the updated tag value unless you select enter first.
  • Fixed: Location Auto Create wizard no longer appends auto generated locations with "0" to ensure consistent location length.

Manufacture Order

  • Fixed: assigning a user to a work order then changing to another manufacture order would not prompt you to save.
  • Fixed: Search list wasn't reloading after fulfilling the manufacture order.
  • Fixed: Auto MO wizard class filter is available even when class tracking isn't enabled.
  • Fixed: MO update dialog about changes made when the order is issued appears before issuing the order.
  • Fixed: WO# link in the picking module goes to WO details tab instead of the general tab to finish the work order.

Misc

  • Removed the synthetica look and feel.
  • Removing the client.properties line for username won't allow a user to login to Fishbowl client or SalesPoint.
  • Login screen doesn't advance to login after selecting "Enter" when focus is in the server or port field.
  • Improved the speed of the FedEx view.
  • Updated encoding to be 8859-1 for all databases.
  • Image option default height is 1024.
  • Fixed: Changing the server license key only updates when the server is exited and restarted.

Part

  • Fixed: Viewing the inventory info summary from the part module and selecting a PO doesn't close the summary window.
  • Fixed: You cannot see COGS accounts in the part module on the variance account setting.

Picking

  • Removed the "keep pick history" option from Tools\Module Options in picking.
  • Fixed: Ordering 10 BTO items, then only finishing only 2 still includes all finished tracking.

Pricing Rule

  • Fixed: The advanced search window would show up on the wrong monitor if the client was not on the primary monitor.
  • Fixed: pricing rules larger than 100% can be entered then saved.

Product

  • Fixed: Default product class field cannot be left blank once a class has been set.

Purchase Order

  • Fixed: Auto PO wizard would show the "no parts" error when running for a date range that didn't include parts, then selecting back and running for a range that included items to be ordered.
  • Fixed: Auto PO wizard class filter is available even when class tracking isn't enabled.
  • Fixed: Orders created using Auto PO don't set the default class for the order.
  • Fixed: Address fields allow more characters to be entered than are stored when saving, this truncates the address.
  • Fixed: Editing a line item doesn't prompt to save when leaving the PO.

QuickBooks Import/Export

  • Fixed: Import a customer bill to address was being creating in Fishbowl as a bill to and ship to address.
  • Fixed: Importing customers from QuickBooks doesn't set default tax rate for the customer in Fishbowl.
  • Fixed: Customer job ship to address is not importing from QuickBooks.
  • Fixed: Importing customer addresses from QuickBooks sets the bill to as the bill to and ship to address, should only set bill to.
  • Fixed: Exporting to QuickBooks with a closing date set doesn't display the closing date error in the client.
  • Fixed: Attempting to export to QuickBooks when there is already an export in progress doesn't show the correct error message.
  • Fixed: Fishbowl is calculating multiple tax rates differently than QB when multiple tax rates and multiple subtotals exist.
  • Fixed: Fishbowl is unable to export to QB files that have advanced receiving enabled in QB 2012 enterprise edition.
  • Fixed: Attempting to advance from the account mapping step when integrating with QuickBooks when there are missing accounts shows incorrect info in the error message.
  • Fixed: Error message when exporting illegal characters doesn't include any order information.
  • Fixed: QuickBooks integration window in Fishbowl always displays on the primary monitor when there are multiple displays present.

Receiving Module

  • Fixed: The advanced search window would show up on the wrong monitor if the client was not on the primary monitor.
  • Fixed: Reconciling and landing cost by weight doesn't always calculate and distribute the cost correctly.

Reports

  • Added: Module option to change date format in all reports.
  • Added: Packing List, ability to show unique shipping numbers.
  • Added: Reorder Points Report, part description.
  • Added: Reorder Report, default vendor.
  • Changed: Uploading the same custom report multiple times will move old files to a backup directory instead of renaming them.
  • Changed: Dormant Customer Report, added the option to show or hide inactive customers.
  • Changed: Dormant Customer Report, added purchased between filter.
  • Fixed: Compare Sales By Month, quantities were not pulling correctly.
  • Fixed: Cost Layer Valuation, grand total was not calculating correctly.
  • Fixed: Customer List Report, was not linking to the Customer module.
  • Fixed: Emailing reports was not looking at the correct name for the email template.
  • Fixed: Export Summary, dates were not always displaying correctly.
  • Fixed: Inventory Allocated to Work Orders, type's were not displaying correctly.
  • Fixed: Inventory Valuation Summary, part descriptions were not wrapping.
  • Fixed: Inventory Valuation Summary, asset account was not wrapping.
  • Fixed: Manufacture Order Projected Cost, all Manufacture Orders were being displayed in certain instances.
  • Fixed: Packing List, the spacing was off on items with tracking.
  • Fixed: Part Average Cost, the hyperlink to the part was not working correctly.
  • Fixed: Part Barcode by SO, sorting items by line item for orders with more than 10 items was not working correctly.
  • Fixed: Part Barcode by PO, sorting items by line item for orders with more than 10 items was not working correctly.
  • Fixed: Pick Ticket, build to order items were showing even if they weren't started.
  • Fixed: PO Report, item UOM field was not allowing 4 characters.
  • Fixed: Pricing Rule Report, description was wrapping into other lines.
  • Fixed: Pricing Rule Report, sorting by description wasn't working.
  • Fixed: Product Catalog, the product number now wraps for longer numbers.
  • Fixed: Products On Order, date range parameter was off by a day.
  • Fixed: Sales by Count, customers in multiple groups no longer multiplies totals.
  • Fixed: Sales by Count, group by parameter was not working correctly.
  • Fixed: Sales by Month, product number was not wrapping.
  • Fixed: Sales by Month, product hyperlink was not working correctly.
  • Fixed: SO Report, line item column was not displaying correctly.
  • Fixed: SO Summary, removed parameters from the optional tab that already had column parameters.
  • Fixed: SO Summary, running the report for the first time on a new database would have a customer pre-selected in the modify reports screen.
  • Fixed: SO taxes, running the report on a new database would have a customer pre-selected.
  • Fixed: Tracking Report, Lot Number and Revision Level were not displaying correctly.
  • Fixed: Turnover Report, information was not pulling correctly.
  • Fixed: Vendor Part List, UOM was cut off.
  • Fixed: WO Report, repair type items were showing up twice.
  • Fixed: WO Traveler, repair type items were showing up twice.
  • Fixed: Tools\Module options\Selected Reports - Opening the select window then selecting cancel removes the selected report.
  • Fixed: Combo box selections aren't being loaded as the default parameters for a report after report filters have been saved.
  • Fixed: CC receipt 3in report doesn't show up in the reports \ module options selected reports search.
  • Fixed: Uploading a report that already exists then changing the report name still uses the original name, not the changed name.
  • Fixed: Adding a report to favorites without changing the report name, then adding it again removes the original report.
  • Fixed: Sales order and POS receipt don't use the same size field for the custom notice at the bottom of the report.

Sales Order

  • Changed: The error message regarding an invalid entry for a CC payment was updated to better explain the problem.
  • Fixed: Adding items to a quicklist uses the SO item quantity and not the quantity specified when creating the list.
  • Fixed: Check inventory wizard doesn't calculate different units of measure correctly when the part default UOM is not used on the order.
  • Fixed: Substituting an SO item with an associated MO was not removing the tie to the order.
  • Fixed: Adding a multi-level kit with the sub kits specifying price for the kit calculates the price incorrectly.
  • Fixed: Selling in sq feet and purchasing/storing in sq mtrs doesn't convert quantity correctly on the sales order.
  • Fixed: Address fields allow more characters to be entered than are stored when saving, this truncates the address.
  • Fixed: Adding a configured product with a bill of materials and selecting pick from existing disables the "Back" button.
  • Fixed: Creating a new order then selecting a different customer doesn't prompt to save existing pricing.

Schedule

  • Fixed: Scheduled task shows a blank error when exporting if there is already an export in progress.

Shipping

  • Fixed: The fulfill service dialog would show up on the wrong monitor if the client was not on the primary monitor.
  • Fixed: Search and multi selecting shipments doesn't print the packing lists in order.
  • Removed Invoiced and Vendor Credited types from the shipping module search options.

Unit of Measure

  • Fixed: UOM conversion summary step included unneeded punctuation in the instructions.
  • Fixed: Component toolbar is hidden on the conversion tab when the client is not displayed in full screen.

User

  • Fixed: Creating a user then immediately attempting to delete it won't remove the user.

User Group

  • Fixed: Duplication button was not duplicating correctly.
  • Added: You can now set access rights for the Pipeline sync.
  • Fixed: Users with view only rights in purchase order can create new orders.

SalesPoint

  • Partially fulfilling an order then adding an additional item and taking cash payment default to full payment amount rather than balance.
  • Partially fulfilling an order then opening it again later and selecting "Checkout" then cancelling causes an out of date error.
  • Partially fulfilling an order then adding additional items removes existing pick items that weren't fulfilled before adding additional items.
  • Fixed: If no payment receipt report is set to default for the module the order won't fulfill, but there is no message indicating this.
  • Fixed: SalesPoint doesn't set the ship to address in the database.

Fishbowl Mobile

  • Fixed: Packing lists won't print from Fishbowl Mobile.
  • Fixed: Selecting login with no username or password returns a max users error instead of unknown username or password.

2012.2 Released - 10/20/2011

2012.2 - New features
2012.2 - Fixes

Location

  • Changed: When creating a new database we only create 3 locations, Stock, Shipping, Receiving

Part

  • Fixed: when searching for a part type that had no parts, Fishbowl would throw a null pointer.

Sales Order

  • Fixed: Flat Tax Rate, the amount was not being added to the SO correctly.

Shipping

  • Fixed: when deselecting a default weight in the module option, you could not load shipments.

2012.0 Released - 10/11/2011

2012.0 - New features

SalesPoint

2012.0 - Fixes

Bill of Materials

  • Fixed: Doing a quick build would ignore the sort order of option groups.

Export to QB

  • Fixed: transaction not in balance. This would happen when you changed the standard cost of a raw good item after it was on a WO.

GUI

  • Fixed: When creating a country it would load the country with what was selected when you created the new.
  • Fixed: when creating new country you would get a duplicate country error.
  • Fixed: Updated the update warning to exclude manually updating reports. Fishbowl does this automatically now.
  • Fixed: When selecting a date in an advanced search, it could select another date depending on where your server was located.

Import from QB

  • Fixed: Customer with blank ship to address would create blank address in Fishbowl.
  • Fixed: Importing customers from QB again updates existing contact info instead of creating new ones.

Import/Export CSV

  • Added: Picture URL to part import
  • Fixed: PPVP, you could import parts/products without a description.

Inventory

  • Fixed: You could get incorrectly committed inventory from picking from multiple locations and closing short a manufacture order.

Location

  • Fixed: The auto create wizard would allow you to put a "-" in locations, this is a reserved character.

Part

  • Fixed: Saving Updating a part through the client would refresh the full list of parts on every client.

Picking

  • Fixed: Serialized parts don't update to a "started" status when picking.

Purchase Order

  • Fixed: Updating the cost in the PO item details was not updating the total cost.
  • Fixed: Issue where the Auto PO would not calculate correctly.
  • Fixed: You could change the qty of a PO line item on drop ship.
  • Fixed: Changed to total at bottom of report to stretch with overflow.
  • Fixed: When changing UOM on PO line item, you could change it to a UOM that was not converted.
  • Fixed: You could change the qty on the Drop Ship PO.
  • Fixed: Ordering a PO by line, then by part would mess up the sort order.

Receiving

  • Fixed: Updated warning message when moving to another receipt to better reflect what is happening.
  • Fixed: Default search status was set to "Any" instead of "All Open"
  • Fixed: Cannot set default landed cost method in receiving module options.

Reports

  • Fixed: Vendor part list did not have a default sort. It now sorts by part #.
  • Fixed: Compare Sales By Month, UOM conversion problem.
  • Fixed: Compare Sales by month, the qty field would not hold 9 digits.
  • Fixed: Report viewer window icon is low resolution and looks distorted.
  • Fixed: Part Committed Report, added totals to the report.
  • Fixed: Auto PO, the report was not showing vendor UOM's correctly.
  • Fixed: MTD Sales Bar Graph, report was not pulling any data.
  • Fixed: Gross Sales By Product Tree, Summary section of report will show all trees even if one tree is selected.
  • Fixed: MTD Cumulative sales, report was not pulling correct data.
  • Fixed: Purchase History Report, ordering by customer was not working when grouping by product.
  • Fixed: Purchase History Report, product description was not showing when grouping by product.
  • Fixed: Export Summary, when using system printer, the report would get cut off at the bottom.

Sales Order

  • Fixed: Kit price adjustments were being made twice with variable items.
  • Fixed: Doing an SO to PO where the PO number had already been used gave a blank error.
  • Fixed: Work Order Flag Report: report was including inventory in "non pick-able" locations as available.
  • Fixed: Packing List, Kit headers were not counted as a line item.
  • Fixed: changing the qty in line would not throw the warning that the MO would not be updated if it was issued.
  • Fixed: Deleting the last line of an SO item that had created an MO would leave the MO open.
  • Fixed: Adjustments on SO Item Details were not updating until hitting OK.
  • Fixed: In line edit of SO item type service doesn't swap cost to negative like the edit dialog does.

SalesPoint

  • Fixed: Entering the qty field always asks for pick info even if the qty has not changed.
  • Fixed: Mac client icon is distorted.
  • Fixed: Selecting the pricing button then cancel leaves focus on the button.
  • Fixed: SalesPoint and Manufacturing license key removes BOM rights from the user rights tab.
  • Fixed: Payment method window shouldn't show if the balance on the order is $0.
  • Fixed: Picking across multiple tags selects the wrong quantity.
  • Fixed: exiting the program doesn't ask the user to save if there is an open order.

API

  • Fixed: Create tax rate request isn't saving properly.
  • Fixed: Quick Ship issue, the user that created the order had to ship it.
  • Fixed: Creating a new customer should require a default main office address.
  • Fixed: No longer allow a zero dollar payment

Server

  • Fixed: would get a destination tag error when the server computer and client computer were on different time zones and tried to pick a part tracked by expiration date that expired that day.

Tax Rate

  • Fixed: The All was ALL, changed spelling.

2011.8 Released - 8/11/2011

2011.8 - New features
  • Updated Version to 2011.8
  • Added ability to hide and show columns on the SO Module
  • Added ability to hide and show columns on the PO Module
  • Added ability to in line edit the Type on the SO item
  • Added ability to in line edit the Type on the PO item
  • Added ability to in line edit the Cost on the PO item
  • Added ability to in line edit the Price on the SO item
  • Added ability to in line edit the Qty on the PO item
  • Added ability to in line edit the Qty on the SO item
  • Added Australian States into the Database
  • Added ability to set default Weight UOM in Shipping Module.
  • Updated PCI Compliance Credit Card Security standards for storage of payment data. To see the latest information refer to PCI security standards council website PCI Security Standards

SalesPoint

  • Created a Point of Sale Client.
  • Ability to create POS orders and checkout.
  • Added class, notes, type, quantity and UOM with inline edit.
  • Ability to inline edit unit & total price.
  • Ability to assign a default customer.
  • Ability to create and assign register numbers.
  • Added SalesPoint to Fishbowl installer.
  • Ability to add misc items and line item tax.
  • Modified Layout to be touch screen friendly.
  • Ability to sell kits in SalesPoint.
  • Added user dropdown to General tab for easy change.
  • Added touch friendly move up/down, increment/decrement quantity.
  • New order auto created when order is completed and on login.
  • Created SalesPoint specific order numbering module option.
  • Module option for number of credit card receipts to print.
  • Module option to show printer options at checkout.
  • SalesPoint user access rights to access module or modify info.
  • Display payment types in large text for finger friendly selection.
  • Display subtotal, tax, and change due in large, easy to read text.
  • Updated Checkout summary step to include payment receipt option.
  • Connected SalesPoint to Fishbowl reports and created module associations.
  • Ability to select tracking information as the product is added to the order.
  • Ability to resize the application and button size automatically to work with varied screen resolutions.
  • Created a Summary step in Checkout to display tax, total, discounts and payment.
  • Ability to preview or print a payment receipt from the checkout summary.
  • Message when creating a new order to save, delete, or cancel.
  • Checkout defaults to the payment screen with the option to go back to misc items and picking.
  • Focus returns to the product combo box after line item edit.
2011.8 - Fixes

Dashboard

  • Fixed: Creating a new palette and tab layout isn't saved correctly.

Email

  • Fixed: Emailing a customer with a comma in the contact name causes an error and does not send the email.

Import/Export

  • Fixed: Customer Group Relations export isn't exporting the customer/job in the correct format.
  • Fixed: Issue with true commerce export with specific SO #.
  • Fixed: Vendor Import, the import would allow you to import a vendor without a main address.
  • Fixed: Product Import, issue with having the same subclass as another class. The import now separates the classes by a :

Installer

  • Fixed: Linux Install, went back to Tar.gz instead of RPM

Inventory

  • Fixed: Any part type can be cycled into stock using the add function in inventory.
  • Fixed: Cycle counting configured parts when more than one inventory tag exists in the system won't adjust inventory.

Manufacture Order

Fixed: Receive multiple finished goods with tracking doesn't validate the quantity of finished parts on the enter tracking step. Fixed: Receive multiple finished goods location drop down doesn't save settings. Fixed: Auto MO wizard, added "Location Group" to the front of class to clarify what was being filtered.

Part

  • Fixed: Flag to save isn't set when inactivating a part.
  • Fixed: Client didn't ask you to save when checking a default BOM.

Picking

  • Fixed: WO picks don't have a scheduled date if the pick creation method isn't by order.
  • Fixed: long numbers truncated in details area.
  • Fixed: picking a part tracked by serial number and expiration date didn't throw an error that you were picking an expired part.

Product

  • Fixed: Product tree items are not sorted correctly.

Purchase Order

  • Fixed: double clicking on a line item without saving anything would request a save
  • Fixed: You could add Misc items to PO with a decimal

QuickBooks Export

  • Fixed: QuickBooks errors are not being passed back to Fishbowl when an error occurs.
  • Fixed: Fixed an issue with the Canadian version dealing with tax form values.
  • Fixed: Adding a customer reference to receipt item wouldn't allow the receipt to go to QB.
  • Fixed: Partially fulfilled orders with price adjustments didn't export correctly
  • Fixed: Fixed a rounding issue with multiple decimals
  • Fixed: vendor info was not exporting to QB, Email, Fax, ext.

QuickBooks Import

  • Fixed: BOM's in QB with blank lines would not import.

Receiving

  • Fixed: issue with search filters not saving
  • Fixed: issue where you could change the tracking on an outsourced PO Item.

Reconcile

  • Fixed: Part can be added at a negative cost and landed into the part cost which can cause a negative part cost.

Reports

  • Fixed: Export summary report is not displaying not-posted PO's correctly.
  • Fixed: Part cost over time part link is broken.
  • Fixed: WO flag report doesn't filter inventory when filtering by location group.
  • Fixed: Compared sales by month isn't calculating correctly when there are partial shipments.
  • Fixed: Sales order summary customer name field doesn't expand to fit the customer name correctly.
  • Fixed: Purchase order report order number doesn't display long PO numbers, cost, and total cost correctly.
  • Fixed: Receiving history UOM field isn't spaced correctly.
  • Fixed: Pick Report can now handle long SO # above bar code.
  • Fixed: SO Report, Added a customer field, and changed the Bill to address to look exactly as it does in the client.
  • Fixed: Packing List, made it easier to read when tracking was split into multiple cartons
  • Fixed: Reorder report didn't include parts without a reorder level
  • Fixed: Purchase History, both the date fulfilled and fulfillment date goes off the line item fulfillment.
  • Fixed: Customer Details List, report didn't run on a customer job.
  • Fixed: Inventory Allocated to WO, WO type check box didn't work correctly with legacy code
  • Fixed: Gross Sales By Product Tree, fixed spacing issue with large numbers
  • Fixed: Product Barcode one off, barcode was printing on the left hand side of the label
  • Fixed: Gross Sales By Product Tree, if the part # was too long, it would cut off, the number should now wrap.
  • Fixed: MO Traveler, the FG would show up as many times as it was tracked by.
  • Fixed: BOM Reports, the available number went negative instead of going to zero, this was skewing the short numbers.

RMA

  • Fixed: RMA failed creating SO when the tax rate name had changed

Sales Order

  • Fixed: Prices aren't updated when changing customers on an order of any products below an order subtotal.
  • Fixed: Generic card type payments aren't working in a new database.
  • Fixed: You could get a qty of 0 when using the decrement hot key.
  • Fixed: You could add an associated price to a voided/fulfilled order by using the hot key
  • Fixed: creating a Sales Order with an always create BOM item, and changing it to dropship would not delete the MO created.

API

  • Fixed: Creating a new customer didn't populate the date created.

User

  • Fixed: issue importing users from QB when you removed them from the initial setup wizard.

Fishbowl Mobile

  • Fixed: Work orders can't be fulfilled in Fishbowl Mobile when the WO has assigned users.

2011.7 Released - 5/12/2011

2011.7 - New features
  • Updated Version to 2011.7
  • Updated the communication layer between Fishbowl and QuickBooks to be faster and more efficient. (Removed Castor and Jacob and replaced with JibX and ComfyJ)
  • Uploading a custom report now replaces the files instead of creating additional files.
  • Updated QuickBooks integration supported versions to 2009 and newer as QuickBooks is discontinuing support of 2008 QB.
  • Updated to iReport version 4.0.2.
  • Added the PO global address search back into the purchase order module.
  • Improved the speed of issuing / unissuing a sales order with MO's attached.
  • 2011.7 iReport patch
2011.7 - Fixes

Bill of Materials

  • Adding a note line item to a BOM prevents the user from issuing the manufacture order, this is fixed.
  • Changed the delete item hot key combination from ctrl+shift+D to ctrl+shift+X to be more consistent with other functions in Fishbowl.

Carrier

  • We now limit the carrier name in Fishbowl to the same length that QB allows.

Company

  • Fixed: Inactivating shipping terms leaves a blank line when selecting terms in the customer module.

Customer

  • Fixed: New customer wizard isn't validating the default carrier or salesperson.

Import/Export

  • Importing pricing rules doesn't import or display an appropriate error when the PaBaseamounttype is not spelled correctly.
  • Fixed: Location import allows the "-" character to be used in the location name.
  • Fixed: Sales order import doesn't validate the quantity field.
  • Fixed: Sales order import creates a manufacture order for BOM's set to when short even when they are not short.
  • Fixed: Generic shopping cart import requires a country field to be entered.
  • Fixed: The Part Product and Vendor pricing import doesn't correctly set the part weight / size UOM.
  • Fixed: Reorder Point import creates location group reorder points even when the module option is set to company wide reorder points.
  • Fixed: Kit import will update the price when the "specify kit price" option is set to false.
  • Fixed: Customer import allows contact information to be imported without a contact name.
  • Fixed: Sales order import doesn't create manufacture order quantities and staged work order quantities correctly when 2 or more products are purchased.
  • Fixed: PPVP updates kit prices as product prices when the kit number is used as the product number.
  • Fixed: Customer import allows an address to be imported without a street.
  • Fixed: Product import doesn't import new classes.
  • Fixed: BOM import sets the IsGroupDefault to be blank if nothing is specified in the import.
  • Fixed: TrueCommerce CSV export doesn't export quantities correctly.
  • Fixed: Sales order import doesn't recognize UOM conversions for products.

Installer

  • Fixed: Installing a trial version a 64 bit computer selects the wrong file path.
  • Fixed: Installer isn't building a tar.gz file.
  • Fixed: iReport installer points to a wiki page that no longer exists.

Inventory

  • Fixed: The add inventory button is available even when the user doesn't have rights to add inventory.
  • Fixed: Adding inventory in a standard cost database doesn't use the standard cost.
  • Fixed: Next 5 orders display is showing items with zero quantity to be received.

Location

  • Fixed: Resizing the search pane causes the search button to disappear.
  • Fixed: Default customers cannot be removed once assigned to a location.

Manufacture Order

  • Fixed: Work order finish wizard doesn't allow the user to preview the pick report.
  • Bill of materials item notes on a repair work order limits the manufacture order from being fulfilled, this is fixed.
  • Fixed: Work Order notes disappear when finishing a work order.
  • Fixed: Work Orders that are created from a sales order are reversed from the order on the sales order.
  • Fixed: Auto MO isn't calculating correctly when filtering by a location group.
  • Fixed: Staged Bill of materials don't always round correctly when calculating through the stages.

Misc

  • Timestamps now include a time zone when setting a time in Fishbowl.
  • Updated URL's to work with new wiki.
  • iReport message to install is outdated and references Fishbowl 2009.

Part

  • Fixed: Lead time isn't being calculated and updated on the vendor part record.
  • Improved the warning message when changing a part UOM to a new unit.
  • Fixed: New part wizard stops displaying the UOM field when the part number is very long.
  • Fixed: BOM default column doesn't show up as a saved column again after it has been removed from the layout.

Payment Terms

  • Renamed "month" payment term type to "date driven" to be more consistent.

Payment Viewer

  • Fixed: Taking a generic credit card payment causes an error in the payment viewer module.

Picking

  • Fixed: Picks with only non-inventory items cannot be started, only started.
  • Fixed: Parts with tracking info can pick a zero qty using the finish pick wizard.

Product

  • Fixed: Deleting a product does not remove it from the product tree.
  • Fixed: Items can't be removed from the product tree when many (more than 150,000+) products exist.
  • Fixed: Product tree nodes cannot be moved when many (more than 150,000+) products exist.
  • Fixed: Product tree nodes cannot be renamed when many (more than 150,000+) products exist.
  • Fixed: Product UOM can be changed when the product is on open orders.

Purchase Order

  • Auto PO doesn't include the "when short" status listed in the Auto PO options, the text has been modified.
  • Fixed: Email settings in purchase order aren't working correctly when set to prompt.
  • Fixed: Back dating a credit return purchase order doesn't post to QuickBooks properly, it always uses the current date.
  • Renamed the class filter to "Location Group Class" to clarify functionality.
  • Updated the message associated with closing a credit return purchase order short.

QuickBooks Export

  • Fixed: Exporting payment terms of 7%, 14%, 28% causes an error on export.
  • Fixed: Exporting a sales tax rate of 7% causes an error on export.
  • Fixed: BTO bill of materials export the customer name on the journal entry even when the option "add customer references" is not selected.
  • Improved the "unable to test for salesman's existence" error message.
  • Fixed: Error stating a dialog box in QB is open doesn't clear when dismissed.

QuickBooks Import

  • Fixed: Carriers are not imported from QB if one already exists in Fishbowl.
  • Fixed: Percent type discounts imported from QB are divided by 100 twice.
  • Fixed: Discounts aren't imported in from QB if any of the discounts already exist in Fishbowl.
  • Fixed: Importing tax rates & groups don't set the description.
  • Fixed: Kit items don't import from QB.
  • Fixed: Items with a description in QB are imported without the descriptions in Fishbowl.
  • Fixed: Importing discounts from QB doesn't import the discount description.
  • Fixed: Importing assemblies from QB doesn't import the purchasing description.

Receiving

  • Fixed: an order can't be closed short an order with rejected items on the receipt.
  • Fixed: Reconciling an order with quantities that have been received then cycle counted out of inventory don't calculate part cost correctly.

Reports

  • Sales order report doesn't display bill of materials items correctly when the product description is too long.
  • Delete button is always enabled, it should be edit right protected, this is fixed.
  • Loading a custom report, then highlighting a built in report and hitting delete, deletes the built in report from the report list, this is fixed.
  • Fixed: Pick ticket doesn't show non inventory parts on hold correctly.
  • Fixed: Pick ticket doesn't print through the Quick Ship wizard.
  • Fixed: Part activity report truncates any expiration dates in the tracking column.
  • Fixed: Auto PO report header for company wide or by location group is reversed.
  • Part barcode avery doesn't exclude service type parts, this is fixed.
  • Fixed: Receiving list report doesn't properly display tracking information when the part description stretches onto multiple lines.
  • Fixed: Users imported from QB don't have a Favorites folder created for them.
  • Fixed: Purchase order summary report doesn't run properly when running the date last changed parameter.
  • Fixed: Bill of Lading report doesn't look at the location group address on the order.
  • Fixed: Compare monthly sales report doesn't look at the sales order UOM.
  • Fixed: Vendor fulfillment history report description is incorrect.
  • Fixed: Inventory variance report date range doesn't filter correctly.
  • Fixed: Sales order report pulls the wrong SO when run for an order with no items.
  • Fixed: Purchase history report doesn't run correctly for orders with a closed short status.
  • Fixed: Shipping invoice tax amount doesn't round to two decimal places when the tax is less than $1.
  • Fixed: Sales order report doesn't display the company name it uses the address contact name on the report.
  • Fixed: Custom reports cannot be uploaded when the report name contains an apostrophe.
  • Fixed: Customer price list doesn't run when many (more than 150,000+) products exist.
  • Turning on the option to show the report dialog box then sending an email of the report corrupts the attachment.
  • Fixed: Receipt 3in report defaults to a page break in the report.
  • Fixed: Sales order summary doesn't run correctly when an order is closed short.
  • Fixed: Packing list report tooltip for USPS is incorrect.
  • Fixed: Dormant customer report always filters by the first three customer groups.
  • Fixed: Part committed report doesn't calculate correctly when there are multiple lines for the same part.
  • Fixed: Vendor fulfillment history report incorrectly displays lead time, qty, and PO count.
  • Fixed: Auto PO report isn't filtering parts that aren't associated as the default with the vendor when a specific vendor is selected in the filter.
  • Fixed: Purchase history report isn't calculating price adjustments correctly.
  • Fixed: Gross sales by product tree doesn't calculate the average price correctly when there is a credit return.
  • Fixed: Part committed report Qty and UOM fields are spaced incorrectly.
  • Fixed: Part activity report tracking info field stretches to overlap the part field.
  • Fixed: Part allocation report part description field stretches to overlap the part number field.
  • Fixed: WO flag report part field stretches to overlap the part description field.
  • Fixed: Receiving list report order name field stretches to overlap the location group field.

Sales Order

  • Fixed: Creating a credit return through the add item wizard sets the price to positive so no credit is issued.
  • Fixed: Taking a credit card payment doesn't properly display the required fields according to the module options set in the payment module when there is no configured merchant account.
  • Fixed: Drop shipping multiple items skips PO numbers when creating orders.
  • Fixed: Adding a misc sale item with the same product number as an inventory product won't fulfill the misc item.
  • Fixed: Adding a configurable BOM with a price adjustment to an order as part of a kit with a price adjustment incorrectly applies the total price adjustment for the product.
  • Fixed: BOM adjustments aren't being applied to the sales order adjustment correctly.
  • Fixed: Adding a kit with configurable items allows the finish button to be selected before configuration is completed.
  • Fixed: Adding configurable products in multiple quantities doesn't calculate the unit cost correctly.
  • Fixed: BOM configuration add wizard doesn't create an order if you select the back button during configuration.
  • Fixed: Add product wizard allows the product UOM to be modified when the option to sell product in other UOM's is not selected.
  • Fixed: Duplicating a credit return then changing the customer converts the prices to be positive values, even though the order is a credit return.
  • Fixed: Adding a product to an order that creates a MO doesn't recognize the product UOM, it adds to the MO in the part UOM.
  • Fixed: Adding an item through the SO item wizard doesn't update the price when the UOM is changed.
  • Fixed: Emailing a sales order without a default report doesn't display an error message.
  • Fixed: Selling a kit with multiple products to be manufactured will only create a work order for the first BOM.
  • Fixed: Having an empty class name causes problems with sales order items.
  • Improved the speed of issuing / unissuing a sales order with MO's attached.

Shipping

  • Fixed: Backdating the order posts the invoice in the past, but the shipping cost on the actual date shipped.

Tax Rate

  • Fixed: Having more than 100 tax rates shows "no records found" in the bottom of the search pane.

Transfer Order

  • Fixed: The ship to address on the transfer order is referencing the address name and not the name on the address.
  • Fixed: Creating a putaway type TO then changing it to a ship type doesn't pull the address for the location group.

User Group

  • Fixed: User rights to export and mark as posted in accounting are not working properly when the user has rights to access the module, but not perform these functions.
  • Fixed: Accounting configuration and merchant services integration rights aren't working correctly.

2011.6 Released - 2/10/2011

2011.6 - New features
  • Created a module option in manufacture order to automatically issue the manufacture order when the sales order that created the MO is issued.
  • Added Vendor PO field on the sales order to the API.
  • Added an insufficient inventory button when adding items to a sales order so if the product doesn't have enough available to fulfill the full qty the available will be added.
  • Added the ability to search manufacture orders by location group.
  • Added the ability to search sales orders by the vendor PO field.
  • Removed the "enable location group tracking" module option in location group.
  • Updated the payment viewer module to a Jide table to improve searching and columns.
  • Sales order Addresses can now be edited after the order has been fulfilled.
  • Purchase order line item notes now export to QuickBooks.
  • Added a Wal-Mart shipping label to the default Fishbowl reports.
  • Added the part description to the reconcile report, also updated to table format.
  • Updated iReport to v4.0, includes ability to recompile custom reports in update.
  • Created a product export that includes product module information.
  • Created a product import that includes product module information.

Fishbowl Mobile

  • Created a work order panel in Fishbowl Mobile that displays all entered and started work orders.
  • Added an option to limit the number or work orders to display in the module.
  • Created a panel that displays all the raw materials to be consumed.
  • Created a panel to receive finished goods into inventory.
  • Added a popup window that warns the user if the order has not been picked yet.
  • Added an option in work order to view "all open" work orders.
2011.6 - Fixes

Accounting

  • Modified the text on module options in accounting to be more understandable.
  • Fixed: Exporting tax rates to Canadian QB causes an export error on QB 2008 v19 and newer QB.
  • Fixed: Exporting a sales order with a tax rate assessed, with products that are not taxed, but a discount that is taxed - exports an invoice and a payment instead of a sales receipt.
  • Updated URL's for merchant service providers in the merchant services configuration wizard.

Bill of Materials

  • Fixed: Adding a bill of materials from the part module won't save unless you select the finished good.
  • Fixed: Importing assemblies from QuickBooks doesn't bring any data in.

Class

  • Improved the error message when attempting to create a class with a duplicate name.

Company

  • Fixed: Changing the company name doesn't update the title bar in the client.

Consignment

  • Fixed: Unable to create a new location group in the new location wizard.
  • Replenish wizard isn't working correctly.

Customer

  • Fixed: Customer Wizard would die when trying to enter invalid data.

Fishbowl Mobile

  • Standardized column width for common columns between modules.

Inventory

  • Add inventory wizard displays an error when an invalid value is entered.
  • Available for sale and available to pick calculations are incorrectly calculated with committed parts, this is fixed.
  • Fixed: Scrapping inventory with more than 2 decimal places causes rounding errors.
  • Fixed: Moving an item that doesn't have a WO tied to it into a location that has existing WO tied to it causes a move failed error.
  • Cycle count wizard UOM selection doesn't select unless you click off the box, this is fixed.

Import\Export

  • Fixed: UOM conversion import doesn't validate that the conversion value is greater than zero.
  • Fixed: UOM conversion import doesn't handle decimals correctly.
  • Receiving data import doesn't set the default location to the part default when the location is left blank.
  • Fixed: Inventory move import that contains more than a few hundred serial number entries won't import.
  • Fixed: PPVP import doesn't close the picture file after reading it.
  • Fixed: Default locations import doesn't allow default locations to be removed.
  • Fixed: Location import instructions reference the delimiter, removed text.
  • Sales order import is not setting raw good and finished good quantities correctly when importing a configurable product on the order, this is fixed.
  • Fixed: Generic shopping cart import sets the words "ship to" in the ship to address.
  • Fixed: Bill of materials import allows option groups with no default to be set.

Installer

  • Fixed multiple misspelled words in the installer.
  • Improved the way that file names for the installer are handled to handle versions better.
  • Installing over the top of an existing Fishbowl directory completely replaces any .FDB files named "example" with the Bicycles Unlimited practice database.
  • Fixed: Advanced settings features require a value on the memory settings, they cannot be left blank.

Inventory

  • Fixed: The "next 5 orders" is not listing orders based on dates correctly.
  • Fixed: Parts with compatible tags can't be combined if they come from separate work orders.

Location

  • Fixed: The Auto create location tool allows locations to be created for groups a user doesn't have access to.
  • Fixed: Auto create location tool modified the delimiter between location & LG incorrectly, removed the delimiter setting.

Manufacture Order

  • Fixed: Can't add repair items to an order.
  • Relabeled the auto number module option to be "next number".
  • Fixed: Manufacture order scheduled date displays incorrectly if a work order is split.
  • Finish work order wizard requires tracking information on the finished good, even when the quantity being created is zero, this is fixed.
  • Saving a manufacture order changes the destination location for the pick, this is fixed.
  • Fixed: Auto MO doesn't account for companies that have not reorder points, or have reorder points by location group.
  • Fixed: Manufacture order asks which work order to add a raw good to even when there is only one work order on the manufacture order."
  • Changing the location of a MO to a new Location Group will now correctly update the WOs and Picks.

Misc

  • Location type combo boxes are not clearing correctly, this is fixed.
  • Tag tracking view, part tracking view, custom field view truncate dates incorrectly.
  • QtyNotAvailable view isn't subtracting the qty committed number, this is fixed.
  • Database version 39 doesn't properly escape parenthesis every time.
  • Fixed: Shipping import table view doesn't work properly with UPS Worldship.

Part

  • Fixed: Part search is running very slowly when loading parts.
  • Fixed: Quantity tracking fields don't trim before the part correctly.
  • Fixed: Tracking fields don't limit spaces properly.
  • Fixed: You can't add inventory to a part through the new part wizard.
  • Parts created from the purchase order module are temporarily displayed on any open part in the part module, this is fixed.
  • Fixed: Selecting a product for a part sometimes removes the default status of the product.

Pick

  • Fixed: Using the auto find in pick resets the current slot #.
  • Fixed: Using Fishbowl Mobile to pick resets the current slot #.
  • Improved error message when a pick has duplicate number information.
  • Fixed: Grouping picks still leaves the "ship" module button available, but it doesn't do anything.
  • Fixed: partially picking multiple parts through the pick wizard removes parts incorrectly.
  • Fixed: Multi-selecting products in the part module caused some issues when trying to perform functions.
  • Accounting tab now shows all available and valid accounts for selection.

POS

  • Fixed: Can't add a product that doesn't have a UOM that converts to each.
  • Fixed: Selling the same product on multiple lines causes a "not available" error.

Pricing Rule

  • Fixed: The "last modified by" field is only modified when the user is admin.
  • Fixed: a pricing rule cannot be switched from one specific product to another.
  • Removed the "new price" column from the pricing rule module.

Product

  • Fixed: Unable to add a substitute product when creating a new product.
  • Fixed: Associated pricing in a kit isn't being cleared when viewing then creating a new product.
  • Fixed: Associated prices can be deleted when they are in use on sales orders.

Purchase Order

  • Removed the "Ship to" address drop down above the ship to address because it wasn't working.
  • Fixed: Vendor ship to contact name allows more data than allowed to be entered.
  • Updated module option text for "Only show vendor parts in part quick add".
  • Fixed: Ship to contact name doesn't change the first time that it is edited.
  • Removed the Ship to combo box field on the PO and combined functionality into the existing ship to address box.
  • Fixed: map address tool is disabled on all fulfilled orders.
  • Fixed: Vendor last cost is being updated when saving a bid request, not when receiving.
  • Fixed: Reconciling a purchase order with only non inventory items doesn't allow costs to be landed to the parts.

Receiving

  • Fixed: Receiving a PO with large quantities in small batches of inventory causes duplicate bills in QuickBooks.
  • Fixed: Reconciling by cost and landing in cost over multiple items that are all zero cost doesn't distribute costs evenly.
  • Fixed: Saving a receipt with a fulfilled drop ship item opens an invalid pick for the part.

Reports

  • Fixed: Turnover report returning null for part numbers.
  • Fixed: WO report doesn't display serial number tracking info on a fulfilled WO.
  • Fixed: Vendor backorder report is showing bid requests.
  • Fixed: Trying to add a report that already exists during an updated causes an error.
  • Fixed: MTD Sales report isn't pulling data correctly.
  • Title corrected on Vendor Backorder Report.
  • Fixed: Production report is not properly displaying qty when its more than 999.
  • Shipping Invoice displays internal part number in parenthesis, this is fixed.
  • Production report isn't grouping work orders together, this is fixed.
  • Manufacture order report description field is wrapping and causing bad layout for long descriptions.
  • Fixed: Sales backorder report is showing line items that are completely fulfilled on the sales order.
  • updated Packing list description to be more accurate.
  • Work order report isn't sorting raw goods correctly, this is fixed.
  • Production report doesn't convert UOM conversions properly, this is fixed.
  • Creating a new database breaks the favorites folder, it doesn't create a report tree entry for the administrator favorites, this is fixed.
  • Margins report filtered by product tree when the product is in more than one category doesn't calculate correctly.
  • Fixed: Margins report doesn't filter by products correctly.
  • Sales order report shows unit price incorrectly when more than 2 decimal places are being calculated.
  • Modified the title of Select reports for the work order pick report.
  • Fixed: Pick report status and type are reversed.
  • Fixed: Purchase order summary shows total value as null when the report total is zero.
  • Margins report is displaying the grand total on every page.
  • Fixed: Pick Report is not displaying customer for work order picks.
  • Fixed: Bill of Lading weights are not being added up.
  • Gross Sales by product tree doesn't always display totals, this is fixed.
  • Fixed: Asset valuation by account part and description fields don't stretch correctly.
  • Fixed: Inventory availability report count and skip fields are not working.
  • Fixed: Production report description is incorrect.
  • Fixed: Transfer order report is using the incorrect address name for the address.
  • Fixed: Part committed report doesn't include status committed and doesn't correctly display committed numbers when the part is stored in one UOM and it is picked in another UOM.
  • Fixed: Margins report shows ship item quantity rather than the sales order item quantity.
  • Fixed: Packing List shows incorrect quantity shipped if using multiple cartons.
  • Fixed: BOM reports don't load the correct BOM if one number contains the number of another BOM.
  • Fixed: Packing List doesn't show the correct quantities for Transfer Orders that were shipped with multiple cartons.

RMA

  • Fixed: Creating an RMA with two items and finishing the order doesn't change the second item cost to a negative value.

Sales Order

  • Fixed: Right click on a substitute product changes the line item type.
  • Fixed: Setting the auto next number in PO to be an existing number then creating a drop ship in SO causes number collision and an error.
  • Modified the error message when adding a vendor association on a drop ship part to be more descriptive.
  • Fixed: Modifying the UOM on the SO line item can only be done if there is a conversion between the current UOM and desired UOM.
  • Fixed: SO item price is not always calculating correctly when the UOM is changed.
  • Fixed: map address tool is disabled on all fulfilled orders.
  • Using the add item wizard to add items to the sales order that aren't inventory type show back ordered even though they aren't inventory items, this is fixed.
  • Fixed: parts with null values in the database on the UPC or SKU field can't be added to the database.
  • Duplicating a fulfilled point of sale transaction doesn't change the sales order type in the database.
  • SO to PO options now use default vendor if it match's all selected options.

Schedule

  • Fixed: After 1 year of history on a scheduled event the history removes the most recent rather than the oldest event.

Setup Wizard

  • Fixed: Entering a Company name does not save and set in the company module.

Shipping

  • Fixed: Moving products between cartons doesn't validate the quantity.
  • Fixed: Deleting the quantity of a product in a carton to move it to a new carton causes an error.

Transfer Order

  • Relabeled the auto number module option to be "next number".
  • Fixed: map address tool is disabled on all fulfilled orders.
  • Fixed: Trying to add a nonexistent part to an order, then selecting cancel causes an error.

UOM

  • Fixed: editing a conversion rounds to 3 decimal places.

User

  • Always access rights in PO are actually tied to the SO user rights.

Vendor

  • Relabeled the vendor part table part number field.
  • Fixed: Adding a part association only displays each and corresponding UOM's.
  • Fixed: Vendor address is duplicated in QuickBooks under certain conditions.
  • Fixed: Saving a new address always defaults to the previous state used.
  • Fixed: On some occasions the vendor has to be saved multiple times.

2011.5 Released - 12/9/2010

2011.5 - New features
  • Installer uses Firebird 64 if installation takes place on a 64 bit operating system.
  • Added a user right for Manufacture order Quick fulfill.
  • Pricing tab in product module is now dependent on product pricing user right.
  • Alert notes on PO now have the option to add to Purchase order notes.
  • Added a grand total to the discount summary report.
  • Added a button in Transfer order module that links to Pick module.
  • Created a URL link in the Customer module.
  • Created a link from the configuration tab of the sales order item to the MO that is creating the part.
  • Service type parts can be set to units of measure other than hour.
  • Purchase order advanced search now includes a location group filter.
  • Added an "Available to Pick" number to the Inventory module.
  • Added a check box in Program Options to Hide the splash screen when loading the client.
  • Added a URL link to the Details tab of the Purchase Order.
  • Added a URL link to the Details tab of the Sales Order.
  • Updated iReport Version to 3.7.6
  • Created an Import \ Export for Carriers.
  • Picking advanced search now includes part number \ part description.
  • Import \ Export for Payment Terms.
  • Shipping advanced search now includes product number \ product description.
  • Product module search pane now includes product \ part UOM columns in the table.
  • Added line item fulfillment dates to the receiving module.
  • Payment viewer module now includes a "received by" field to record the user.
  • Ability to set a default vendor from the sales order if the part associated with the product does not have a current vendor association.
  • Updated the database maintenance function to include a backup and database fix with reindex.
  • Changed the Fishbowl installation wizard to be easier to navigate.
2011.5 - Fixes

Accounting

  • Fixed: Posting a credit return with a 7% discount causes a rounding error during export to QuickBooks.

Bill of Materials

  • Fixed: A Bill of materials with an invalid configuration can be saved.
  • Fixed: BOM's with an invalid configuration cause an error when used via the Sales order module.

Carrier

  • Fixed: Trying to save a carrier name with more than 60 characters throws an error.
  • Fixed: Trying to save a description with more than 252 characters throws an error.
  • Carrier names are case sensitive and should not be, this is now fixed.
  • Fixed: Duplicate carrier name message is not descriptive of what the problem is.
  • Fixed: Read only carriers can be modified if you save them.
  • Carrier Name is hard coded as id 1 in several areas of code, this is fixed.

Class

  • Fixed: Class module has duplicate header bars, eliminated the second label.

Customer

  • Fixed: Duplicate address name doesn't show a good error.

Custom Field

  • Fixed: Adding a new custom field list formats the window incorrectly, it stretches the window out too much.
  • Fixed: numeric fields don't properly display decimals.

Dashboard

  • Fixed: Receiving gadget can't be added to dashboard when the advanced search in receiving
  • Fixed: adding certain gadget modules to the dashboard can force client to remain open even when user attempts to close it.

Database

  • Firebird has been updated to version 2.5.

Email

  • Fixed: Emailing the Sales order report no longer uses the SO email template.

Import\Export

  • Fixed: Part UOM instructions on where the import will affect parts.
  • Fixed: Kit import allows optional items to be imported without a default item.
  • Customer Import doesn't allow for import of customers\jobs more than 41 characters.
  • Part import allows parts to be imported with incorrect UOM's.
  • Fixed: Vendor add on part does not set part number when parts are imported and the part has not yet been modified.
  • Vendor import isn't displaying error or line number when an error occurs during import.
  • Fixed: Vendor export window refers to parts to be exported, not vendors to be exported.
  • Sales order import instructions say that product price is required, but it's not.
  • Fixed: Customer import allows for carriage return in the name field.
  • Bill of Materials import doesn't validate UOM's and quantities, this is fixed.
  • Fixed: Sales order import only allows a product to be imported in part base UOM.
  • Customer import doesn't display line number when an error occurs on the address.
  • Fixed: PO import with no issue date when creating the PO causes an error when reconciling that order.
  • Printing import\export instructions causes the client to flicker and flash, this is fixed.
  • Fixed: OS Commerce import doesn't display a good error when the payment method is unknown.
  • Fixed: Imports are case sensitive on the first column of the import.
  • Fixed: Part UOM allows you to change serialized parts to pair.
  • Fixed: Part UOM import throws exceptions twice.
  • Fixed: Part UOM import isn't checking for open orders.
  • UOM Conversion import shouldn't change the description of the UOM, this is fixed.
  • UOM Conversion import isn't validating conversions, this is fixed.
  • Fixed: Part UOM import shows null error when importing an unknown UOM.
  • Location Groups in User import are case sensitive, this is fixed.
  • Fixed: Inactive location groups can be set as the default for a user using the user import.
  • Fixed: Vendor Pricing import is case sensitive on the part number.
  • Fixed: SO & PO imports display the entire line when an error occurs.
  • Fixed: PO import shows a null error when a status is invalid.
  • Fixed: Sales order import auto populates the ship to state, zip, and country from the bill to if no ship to information is present.

Inventory

  • Fixed: changing the display UOM displays all inventory quantities as committed.
  • Fixed: Displaying inventory details sets the taskbar icon to low resolution.

Location

  • Fixed: Location names are not trimming correctly with spaces on the end.
  • Fixed: Auto create location wizard is incorrectly saving length limit data.

Location Group

  • Fixed: Can't inactivate a location group if it's still the admin default.
  • Fixed: Inactive group doesn't show up in Sales Order advanced search drop down.
  • Fixed: Default location groups aren't being used to determine order origin when creating an order.
  • Fixed: Turning off Location Group Tracking then restarting the client and loading the location group module again causes errors to occur.
  • Fixed: Location Group names are not trimming correctly with spaces on the end.
  • Fixed: Issue of giving users access to inactive location groups.

Manufacture Order

  • Fixed: The calculate cost button on the manufacture order stretches incorrectly.
  • Fixed: Orders that contain BOM's with an invalid configuration cannot be unissued.
  • Component toolbar delete button hot key isn't working properly, this is fixed.
  • Fixed: BOM items with no UOM conversion don't display a clear error message.

Misc

  • Fixed: Duplicate Button loses focus on order and item duplicate, should be on OK.
  • Fixed: "Available" tool tip in inventory module is missing punctuation.
  • Details tab needs a details bar on all order type modules, some had this and others did not. All orders are now consistent.
  • Eliminated unneeded tool tips from custom fields.
  • Fixed: several Firebird out of memory issues.
  • Database backup on update should be a .FDB file.

Monitor

  • Fixed: Editing a part watch doesn't save updated information.
  • Fixed: Selecting a part in the drop down menu doesn't pull correctly when part numbers and descriptions overlap between parts.
  • Fixed: Updating to 2011.4 wipes out all monitor watches if the Location group tracking is switched from company to location group.
  • Fixed: Doesn't show location group even though you can create a watch that is company wide.

Part

  • Fixed: Deleting part tracking that has been used eliminates text before validating the delete.
  • Fixed: Deleting a part throws an unable to find part error.
  • Editing reorder points allowed for multiple points for a single LG, and also set incorrectly when editing, this is fixed.
  • Fixed: Reorder level button doesn't default focus to the OK button.
  • Fixed: The weight label has a value in it and shouldn't.
  • Fixed: Edit Part UOM on a labor type part allows for non time UOM.
  • Fixed: Advanced search in part returns multiple part listings for products associated with it.
  • Fixed: Deleting a ROP then selecting OK throws an error.
  • Fixed: Creating a part Bill of Materials doesn't always set it as the default BOM.
  • Part module option to search by part & product description has been re-phrased.
  • Fixed: Part names are not trimming correctly with spaces on the end.
  • Fixed: Including forecasting on step three in the Auto ROP will not allow you to advance through the rest of the wizard.
  • Fixed: Inactive vendors can be set as the default for a part.
  • Fixed: Inactive bill of materials can be set as the default BOM for the part.

Picking

  • Fixed: Partially picking and shipping, then trying to void a second pick wouldn't work.
  • Fixed: Completely fulfillable search criteria in advanced search returns items on hold.
  • Fixed: Picking advanced search Order type doesn't transfer to the standard search.

Product

  • Fixed: Advanced search "include in" search doesn't save and return data properly.

Purchase Order

  • Fixed: Bill date for a blanket PO doesn't default to today's date when receiving.
  • Adding a misc item on a PO prevents issuing the order, this is fixed.
  • Purchase order module option to update part info when new PO's are created refers to vendor price not vendor cost, this is fixed.
  • Purchase Order details tab lists "Details" redundantly.
  • Fixed: Purchase Order module options for report are no longer needed because they are on the report already.
  • Fixed: Options panel layout is an incorrect layout format.
  • Fixed: Purchase orders that are created for a drop ship then the SO is changed are left open in purchasing, they should be deleted.

Receiving

  • Fixed: Receiving, reconciling, or fulfilling an item causes the module to lose focus.
  • Fixed: Loading a receipt is very slow when the location to be received in to has lots of tags in the location.
  • Fixed: Receive and Reconcile date are in different formats.
  • Reconciling a part that has been cycle counted out does not update QuickBooks, this is fixed.
  • Reconciling a part that was received at a zero cost after it has been sold does not update QuickBooks.
  • Fixed: Reconciling a part that has been consumed on a work order doesn't update the inventory asset value for the finished good.
  • Fixed: Reconciling a part that was sold through Point of Sale doesn't update QuickBooks COGS value.
  • Fixed: Reconcile wizard "Add Items" step doesn't default to the OK button.
  • Fixed: Fulfilling an order doesn't save any of the data on the Receiving Details panel.
  • Fixed: Placing an item on hold in receiving still leaves other buttons enabled.
  • Fixed: Multi selecting items in receiving doesn't disable button selections.
  • Fixed: Unselecting a row of data in receiving table should clear data from SO tab.

Reports

  • Fixed: Company name on the PO report overwrites the company address if you have a very long company name.
  • File print now displays the printer options, this was removed in 2011 but added back in for 2011.5.
  • Fixed: Products on Order report doesn't have a space between On+Order.
  • Fixed: Purchase History Report won't run by customer group or product, and doesn't group by correctly. It also shows incorrect pricing on kits with price adjustments.
  • Fixed: Work Order Traveler report shows part UOM rather than BOM item UOM.
  • Fixed: Previewing the Invoice using the Invoice button in SO displays invoice, but then prints the Sales Order report title.
  • Fixed: RMA notes that extend to more than one line aren't formatting correctly.
  • Part Activity report isn't registering all activity, this is fixed.
  • Fixed: Using "Ctrl+P" doesn't print the loaded report.
  • Sales order report doesn't collapse kits.
  • Sales order report truncates the company name incorrectly.
  • Fixed: Long names on the WO report wrap incorrectly.
  • Sales by Count report doesn't display correctly when filtering by quantity.
  • User Rights Report doesn't work for reports, this is fixed.
  • Shipping invoice isn't totaling correctly, this is fixed.
  • Purchase Order report should default to displaying part\description in one column.
  • Sales Order and Purchase Order report column names and filters don't match the client column names, this is fixed in the next release.
  • Fixed: SO \ PO reports aren't consistent between report column names and client.
  • Fixed: Multi & Single level BOM reports don't display inactive BOM's.
  • Fixed: Aging Report is displaying the 123dummypart in the database.
  • Fixed: Cycle Count List report displays blank information at the top of the report.
  • Fixed: Tracking Detail report doesn't include Repair WO's in the activity list.
  • Fixed: Purchase order report displays part number instead of vendor part number.
  • Fixed: Purchase order report doesn't properly display part number for number/description column.
  • Added the turnover report back into Fishbowl.

RMA

  • Fixed: RMA rounds return price to two decimal places.

Sales Order

  • Fixed: SO to PO fails if a company address is missing a location group.
  • Invoice button needs to be disabled until an order is loaded, this is fixed.
  • Fixed: SO to PO is applying the "round qty up to part UOM" incorrectly.
  • Fixed: Deleting all items from an issued order is possible in the client.
  • Changing the address on a Sales order modifies the customer record in QB, this is fixed.
  • Fixed: Duplicating a Sales order doesn't clear the Vendor PO field.
  • Fixed: Hitting "Tab" in the customer field throws a null pointer exception.
  • Fixed: Taking multiple payments at one time doesn't update the difference for subsequent payments after the first is entered.
  • Sales order line item price rounds to two decimal places when highlighted.
  • Fixed: Add SO item wizard limits price to two decimal places.
  • Fixed: Selecting the configuration tab on a sales order item for a part with a bill of materials that only has a repair item and no finished good causes an error.
  • Renamed SO price field to unit price.
  • Fixed: Multi selecting credit card type payments does not calculate the total owed based on the difference, but on the original amount owed.
  • Fixed: The report module options are no longer needed because the same options are now available on the report.
  • Fixed: Drop ship allows you to create a PO for an inactive vendor.
  • Fixed: SO to PO allows you to create a PO for an inactive vendor.
  • Fixed: Payment viewer isn't properly calculating amount due in rare instances involving common sales order numbers.
  • Fixed: Credit return sales order with a discount will not export to QuickBooks.

Shipping

  • Fixed: Right click delete function to delete a carton doesn't delete the carton.

Transfer Order

  • Fixed: Receiving a TO with the small component fulfill button doesn't allow for void.

User

  • Fixed: If you remove a default location group user from a location group all other users of that location group become the new default.
  • Fixed: Doesn't ask to save changes after changes are made.
  • Fixed: Icon to change password is the wrong icon.

User Group

  • Work Order Finish right allows a WO to be finished even when it has not been started, this has been fixed so that start rights are required to finish entered WO's.
  • Fixed: User Groups are case sensitive.
  • Fixed: User Groups are properly trimming spaces on the end of a name.

Vendor

  • Fixed: Vendor Part Dialog doesn't include a default button.

2011.0 Released - 10/28/2010

2011.0 - New features
  • Users all have their own favorites folder in the Reports module.
  • Users can now save report filters per user instead of per client.
  • Users can set reports to their own sections of the reports menu.
  • A new access right has been created that will restrict users from editing the company reports names, descriptions and tree.
  • A new tab has been added to the modify report dialog that allows a user to select what columns of a report shows.
  • You can now select to show or hide columns on the SO Summary Report.
  • You can now select to show or hide columns on the WO Summary Report.
  • You can now select to show or hide columns on the SO Report.
  • You can now select to show or hide columns on the WO Report.
  • You can now select to show or hide columns on the PO Report.
  • You can now select to show or hide columns on the Invoice Report.
  • You can now select to show or hide columns on the Sales Back Order Report.
  • The SO report and the Invoice report have been combined.
  • The Cycle Count Wizard no longer requires tag number entry, it now part, location, and tracking specific.
  • Removed Batch "Inventory" function from inventory module.
  • Updated inventory module to display inventory by location and tracking rather than tag number. Tags have been removed from the inventory table.
  • Cycle Count Wizard now allows inactive locations to be cycle counted.
  • Updated Inventory module "Add" function to be part and location specific, tags are no longer required to add new inventory.
  • Removed Tag from Inventory search.
  • Line item cycle count now works across tags.
  • Line item Move & Yield now works across tags.
  • Line item Scrap now works across tags.
  • Inventory Edit and View have been combined into a single function.
  • Part Description added to Picking Tracking panel.
  • Part Description added to Receiving Tracking panel.
  • Removed Tags from Cycle Count Data import.
  • Removed tags from Inventory Quantities import.
  • You can now create new folders in the Report module.
  • You can copy reports from on folder to another.
  • Firebird has been changed to Classic 2.16.
  • Cycle Count List Report no longer breaks by tag, it now lists by part, location, and tracking where applicable.
  • Tags removed from On Hand Tracking Report.
  • Tags removed from Aging Report.
  • Tags removed from Inventory Valuation Summary Report.
  • Tags removed from On Hand by Product Tree.
  • Removed Transaction Import.
  • Tags removed from Point of Sale credit return wizard.
  • Updated inventory tab in location module to group by part, removed tag references.
  • Combined Inventory Yield import and Inventory transfer data import into Inventory move import that completes either function.
  • Tags removed from Manufacture order finish wizard.
  • Tags removed from New part wizard add inventory step.
  • Receiving module location drop down added, tag entry has been removed from location selection.
  • On hand report now displays tracking information in correct formatting.
  • Removed tags from Receiving Data import.
  • Inventory advanced search tracking tab only displays tracking types that are being used. previous versions included inactive and unused tracking fields in the search pane.
  • Inventory Module part UOM can be changed to view inventory quantities in alternate units of measure.

Fishbowl Mobile

  • Created a packing panel that displays orders to be packed.
  • Added an option to picking that shows only "In Progress" parts.
  • Pack items into cartons by scanning the part number and then scanning tracking info.
  • Ability to Create new cartons and modify which carton a part is placed into.
  • Ability to edit items that are being packed, change qty going into a specific carton, etc.
  • Created a Serial number panel to allow users to easily select serialized parts.
  • Option to display edit screen when packing each part.
  • Display the carrier at the bottom of the pack screen, with the ability to modify the carrier using a drop down list.
  • Option to show "Entered" orders in shipping.
  • Added an option to the part info that will auto assign the part UPC to the product UPC.
  • Added carton number in pack edit screen.
  • Updated tracking sort order in list formats to display according to order set in part module options.
  • Added a lock/unlock option to "From Location" in the move module that saves a location for multiple moves.
  • Added the ability to print the default packing list from mobile.
  • Option in packing that sets when the packing list should be printed; always, never, or prompt.
  • Option to pack each type parts in quantity one only.
  • Option to change error sound to user preference.
  • Disabled "ok" button in top left corner of all screens to avoid confusion.
  • Option to Display errors in a popup window rather than the system tray.
  • Primary tracking now applies to Serial numbers as well. Pick and move can now be completed using a primary serial number tracking type.
  • Shipping now allows orders that are not included in the ship list to be processed. The number of orders to display in shipping can be set to zero, which will improve ship processing time.
2011.0 - Fixes

Accounting

  • Fixed: Any info in the alt phone in QuickBooks will import with a blank name.
  • Fixed: The QB company import imports contacts every time and marks the contact as default.
  • Fixed: Using Jobs and Carton Based Shipping can cause the export to QuickBooks to error entity not found.

Addresses

  • Duplicate addresses errors have been fixed.
  • You can now copy and paste from the address fields in Fishbowl
  • The state code field is now only 21 characters which is commensurate with QuickBooks.
  • Attention name in addresses has been changed to name.
  • Contact field on the SO is the main contact for the main default address in the customer module.
  • Fixed: Changing the address on a PO or SO selects the wrong the name.
  • Fixed: Addresses Line three was too long.
  • Editing an address in PO without a vendor would error out.
  • Fixed: A null class name in Fishbowl causes export to QuickBooks problems.

Beta Only

  • Fixed: The Don't Show parameter has been removed from the CC3 receipt report.
  • Fixed: If you have access to a report and you add its parent folder to your favorites you copy all reports not just report you have access to.
  • Fixed: The Add to Favorites context menu option displays for nodes in the favorites tree.
  • Fixed: The margins report is missing the grand total.
  • Fixed: An apostrophe in a user name breaks the RC3 to RC4 database update.
  • Fixed: You cannot reprint the credit card receipt or change the default printer for the report.
  • Fixed: The margins by SO report does not pull dates correctly.
  • Fixed: The cycle count data import instructions talk about the now non-existent delimiter option.

Bill of Materials

  • Fixed: Changing a Finished Good out from under a stage Breaks the BOM.
  • Fixed: You can get a default BOM link in the part module to a BOM that is not referencing that part at all. This was causing MOs to be created and linked to sales orders that they should not be created for.
  • Fixed: Changing a RG does not update the part's stage.

Carrier

  • You can no longer delete a carrier that is in use.
  • Fixed: We should only create UPS, USPS, Will Call, FedEx, and Delivery as carriers when we create a new database.

Classes

  • Fixed: If the name line of an address is missing there is a blank on the SO address field that looks odd.
  • Fixed: Inactive classes are showing in the Small.Sales Order.png Sales Order module when they should not be.

Company

  • Fixed: Some of the tool tips need to be updated in the company address section.

Consignment

  • Fixed: The Pick in part UOM only setting in the part module causes problems for items sold in the consignment module.
  • Fixed: Sales orders created by the consignment module are created with no bill to address.

CSV Imports and Exports

  • Fixed: The Inventory Transfer Import was failing on select databases.
  • Fixed: Drop Ship types come in as purchase types on the PO import.
  • The instructions for importing image URL's on the ppvp import have been clarified.
  • Fixed: You can set the weight, width height and length to be negative using the part and ppvp import.
  • Fixed: The part import allows you to set the part weight, height, length to a negative number.
  • Fixed: The default locations export should not export locations for not n inventory parts.
  • Fixed: The instructions for the UOM import have an outdated example.
  • Creating a TO and voiding the TO then voiding the pick can set the TO to an incorrect status.
  • Fixed: There were no shipping type ID's listed on the instructions.
  • Fixed: Removed Stage Group from PPVP instructions.
  • Fixed: If you export the customer CSV and then import it again I will duplicate some of the address information for each address.
  • Fixed: The PPVP import instructions shipping type id need to updated. The PPVP instructions need to have stage references removed.
  • Fixed: The customer export will export the phone number from one address for all addresses of a customer.
  • The True Commerce export now exports the UPS and Fedex tracking number.
  • Fixed: Part Cost import allows negative average cost to be imported.
  • BOM Import Instructions for Build to order were incorrect, this has been fixed.
  • Fixed: The BOM import will sometimes set the part default BOM flag to off when it shouldn't on existing BOM's.
  • Fixed: Importing Sales Orders that should create Work Orders makes the MO skip MO numbers.
  • Fixed: Creating a customer with no address and then importing a Sales order using that customer throws exception error on import.
  • Sales Order import is not using the line item commit option, this is fixed.
  • Purchase Order import is not using the line item commit option, this is fixed.
  • Fixed: the customer export doesn't list the main address first.
  • Case sensitivity on CSV files was not consistent, this has been changed so that all headers are case insensitive.
  • SN header should not be required for parts with only one serial number, this is fixed.
  • Error message is confusing when importing inventory with an incorrect serial number header, this is fixed.
  • Fixed: Cycle count import does not allow a qty to be cycled to zero when the part is serialized.
  • Fixed: Receiving Data import allows for a negative qty to be imported.
  • Fixed: Receiving Data import doesn't display a specific error for duplicate SN.
  • Fixed: Receiving Data import allows receiving into non receivable locations.
  • Fixed: SO import does not allow tax rate line items.

Customer

  • Fixed: If you edit an address information contact that is very long you get an error message.
  • Fixed: You are unable to finish the new customer wizard if you enter a very long customer name and use the back buttons to move from the end of the wizard to the beginning, then move to the end again.
  • Fixed: creating a new customer then a sales order and exporting to QuickBooks sets the main address as the bill to instead of using the bill to correctly.
  • Fixed: Inactive jobs do not get removed from the cache lists.

Database Update

  • The customer contact view needs to have 1 contact per customer.
  • Fixed: The customer contact view should always return and entry for a customer.
  • The State Const table Code column length has been decreased to 21 characters so that the limit matches the QuickBooks. Views that read this data also now display 21 characters.
  • A new view was created called QtyInventoryTotals it has partid, locationgroupid, qtyonhand, qtyallocated, qtynotavailable, qtydropship, qtyonorder.

Inventory

  • Fixed: You get an incorrect error message when you try to move a tag with 0 qty.
  • Fixed: Over committed inventory and serial numbers in the inventory module is being caused by the shipping module.
  • Fixed: Bad Serial Number entered when cycle count, add initial, or scrapping should be highlighted.
  • Fixed: Changing the UOM when adding inventory in the new part wizard still adds the part in its base UOM, not the one that has been specified.
  • Fixed: Setting job names for a cycle count screws up addresses of that job in QuickBooks.

Kits

  • Fixed: Kits and Credit Returns do not work properly with each other.
  • Fixed: Kits that do not specify a kit price causes a null pointer exception when one address these to a SO using the SO item wizard.
  • Fixed: The back and forward buttons of the SO item wizard causes problems with kit prices.

Log In

  • Fixed: The client freezes when a user tries to log in to the server that isn't at the specified IP address. This was caused by the company name being displayed in the log in dialog. The company name has been removed from the log in dialog.

Manufacture Order

  • Fixed: If you edit the qty of a WO item on the materials tab to be 0 the client appears to freeze until you enter a valid qty.
  • Fixed: If you have an optional stage on a MO the schedule date does not get set properly.
  • Fixed: MO deleting a single work order from a MO with multiple work orders is not working correctly.
  • Fixed: Creating a WO that has multiple finished goods where one finished good creates 0 qty corrupts the costing layers and causes problems for LIFO FIFO databases.
  • Fixed: Repair WO that goes across multiple tags is not finishing properly, finished good inventory is incorrect.

Misc

  • Fixed: The Save PORQ has been fixed.
  • The Client freezing issue has been mitigated
  • The message that the user gets when he tries to delete a carrier that is in use has been improved.
  • If you have a corrupt pricing rule you will not get a readable error.
  • Fixed: You cannot close the tabs if you are using a MAC computer.
  • Fixed: The SavePORq fails if you pass in blank country and state data.
  • Fixed: The Setup wizard throws invalid error messages when you try to create a new user, but still creates a new user.
  • Fixed: The database update to 2010.6 fails in cases where a database has more than *one state with the same name.
  • The on hand column in the monitor module has been removed.
  • Fixed: The update should check for database procedures that already exist and drop them if they do exist.
  • Fixed: Running Fishbowl as a Service is pegging the processor.
  • The Still in use part – work order user right has been removed.
  • Fixed: License keys show as successfully activated even if you do not have a internet connection.
  • The client now waits for the server to launch before it tries to log in, after a installation of Fishbowl. This makes it so that the use does not need a password to log in to the example database.
  • Fixed: Creating a new location Group doesn't add it to all of the location group drop down boxes until after the client and server are restarted.
  • Fixed: Inactivating a location Group that is selected for a company address can break the address information contacts, you cannot save.
  • Fixed: You cannot delete a user once you have logged in with it. An improved error has been added.
  • Fixed: In some cases the Fishbowl Server will not start without a connection to the internet. It throws an invalid activation error.
  • Fixed: Your database update will start if you minimize the server UI.
  • Fixed: Sending an "&" from the server message to mobile throws an error.

Part

  • You can delete parts that have never been used but where imported form QuickBooks.
  • Fixed: When you turn on a second serial number tracking for a part that is already tracked by one serial number, a box opens that allows you to assign the new serial numbers to existing inventory, this box has problems in this situations.
  • Fixed: If you have a part in each and a product with a UOM of pair you should be able to add 1.5 to SO but you can't.
  • Fixed: You can add a product to a part and create a product using the part module, if even if you do not have create access rights to the product module.
  • New part wizard won't allow initial inventory into an inactive location, this is fixed.
  • New part wizard isn't clearing entered data on add inventory step when going back in the wizard and proceeding again, this is fixed.
  • Fixed: New part wizard doesn't display error for bad or blank UOM field.
  • New databases only get one custom default custom field instead of 4, users can always go create more.

Picking

  • Fixed: If you void very large picks the warning dialog can be too large for the screen.
  • Fixed: The Picking and Inventory module has been speed up.
  • Fixed: If you partially void a pick and the part is serialized, and where the shipment had had several cartons created, the serial numbers are not removed from the shipping module for the items that you voided.
  • Fixed: The part module will not open if part id 0 has been deleted from the database.
  • Fixed: Sometimes you cannot commit the second part of a partially picked line.
  • Fixed: When splitting picks & using different tag numbers it splits the packing list correctly, the qty ordered is right, but the qty shipped is wrong.
  • Fixed: Having no default shipping location or default receiving location can cause inventory to pull from inactive Location Groups.
  • The max items per group option in picking has been removed.

POS

  • Fixed: Products with different UOMs from the part UOM do not consume the correct qty.

Purchase Order

  • Fixed: You cannot delete a carrier if it is in use.
  • Fixed: If you edit a PO after it has been issued the last cost is not updated as it should be.
  • Fixed: Changing the cost of an item on a PO is not updating the vendor cost record in some cases.
  • Fixed: New Cost available warning is coming up every time focus is taken from the Qty field on a PO item.
  • Fixed: There is a bad tool tip on the details tab of the Purchase Order on the date created field.
  • The Close Short error message now makes more sense.
  • Fixed: The Auto PO has no option to allow purchase from vendors that are not set as default on a part.

Receiving

  • Fixed: The PO not field carries over to the note box in the receiving module, but it the note is large you cannot read the entire note.
  • Fixed: You can get an order stuck in receiving by using the reconcile line item button on a SO credit return then
  • Fixed: Entering a duplicate serial number during the receiving process is throwing and unknown error it should say duplicate serial number.
  • Fixed: COGS total does not show on the export summary report if the total is >1000000.
  • Fixed: If you set the receive date on a receipt item then use the big fulfill button it does not set the date properly.

Reports

  • Vendor Back Order report has been fixed.
  • The Kit Report now shows the default kit item for Optional and Variable Optional kit items.
  • Shipping is included in the SO Summary and the Description has been fixed.
  • Fixed: The Multi Level BOM report uses the wrong cost when multiple stages exist at the same level.
  • Fixed: The receiving history report needs to use landed cost not PO item Cost.
  • Fixed: The vendor contact on the PO report has been fixed.
  • The shipping invoice throws a null error when a customized tracking is used.
  • Fixed: The PO Report truncates qty over 100,000.
  • Fixed: The WO report qty totals are incorrect.
  • The WO report now shows part numbers and instructions.
  • The WO Traveler Report now has options to show the part number, description and instructions.
  • You cannot calculate the inventory value of inventory in a location if you are *using LIFO or FIFO costing methods so this option was removed from the Inventory Valuation Summary Report.
  • Fixed: The Advanced search is missing from some modules when the user has selected some other look and feels (like alloy) besides the default
  • Fixed: The reorder report is displaying duplicate lines.
  • Fixed: The SO summary report class filter is filtering based on the order class not the so item class as it should be.
  • Fixed: If an item is closed short the SO Report shows the price as a little box.
  • Fixed: If you add a BOM item that is a note type it will show up as null on the WO Report.
  • Fixed: The product tree filter in the reports is not working.
  • The product tree filter has been fixed.
  • Fixed: The default user rights for a new database need to be updated for reports.
  • Fixed: The Default Account Mapping Report will return a blank screen if you have not integrated with QuickBooks.
  • Fixed: The SO Report shows a extra space if the name is missing.
  • The pick efficiency report will no longer show null.
  • Fixed: The margins by SO report is showing duplicate lines when one item is partially shipped but others are not yet shipped
  • Fixed: The on hand by tracking report description should say that the tracking filter will not search for expiration dates.
  • Fixed: The required field on the BOM reports are not actually required, running the for more than a single BOM will time out in most cases, the BOM number should be required in all cases.
  • Fixed: The export summary report doesn't use space for the customer/ vendor name, the name wraps to the next line when it doesn't need to.
  • Fixed: The product report is showing in correct qty produced when a WO has been partially finished many times.
  • Fixed: The cost column on the inventory allocated to WO should be a total cost.
  • Fixed: The QuickBooks Export Summary report pulls the wrong dates.
  • Fixed: Inactive cost layers in a LIFO or FIFO database causes the multi level BOM report to inaccurately calculate cost.
  • Fixed: The WO cost reports cost fields can get off in a LIFO and FIFO database.
  • Fixed: The WO projected cost report now displays the finished costs in the correct UOM.
  • Fixed: The part activity report will not show UOM adjustments.
  • The page count box is bigger in the report viewer.
  • The WO forecast report now looks at issued WO and started WO's.
  • Fixed: The group by part option makes the vendor name huge.
  • Fixed: A note shows as null on the WO report if it was added in the MO module.
  • Fixed: The TO summary report has a customer filter.
  • Fixed: Notes are not showing properly on the MO traveler.
  • Fixed: the customer address list Report doesn't run properly when a customer group isn't specified.
  • Fixed: The Z report doesn't subtotal when you filter by register.
  • Fixed: The Customer Details List description is dumb.
  • Fixed: The hot keys for the report menu is Alt O.
  • Fixed: The WO traveler has 2 blank pages at the end of the report.
  • Fixed: On the Receipt 3 in report, if the gift receipt is checked the line item price still shows.
  • Fixed: The Customer Group parameter does not work.
  • Fixed: The Dormant Customers report have customer group filters that do not work
  • Fixed: The QB Summary report now requires a date range.
  • Fixed: The Costing Layer Valuation Report needs an improved description.
  • Fixed: The Export Summary Report needs to just show WOs and it adds all finished goods and raw goods cost together it is confusing.
  • Fixed: The Export Summary Report shows all order types when you select to only show SOs and the margins columns is sometimes null.

RMA

  • Because you cannot use the RMA module to return kits they have been removed from the RMA drop item selector boxes.
  • Fixed: You cannot view memos on a fulfilled RMAs
  • Fixed: The RMA module number search is not using a containing type search.
  • Fixed: Misc items were allowed to be entered via right click on SO which caused an error in RMA finish wizard.
  • Fixed: The cross ship option for replacement substitute RMA does not show in the * return wizard.
  • Fixed: The All filter on the RMA search should be capitalized.

Sales Order

  • Fixed: Setting a customer on a SO is slow in some databases where customers have hundreds of addresses.
  • Back and Forth in add SO item wizard would add additional WO items.
  • Fixed: If you add an item to a SO that is a kit and that kit contains an item that has a BOM, you will get the WO wizard pop up even if you should not.
  • Fixed: Drop ship items with tracking information (serial numbers) now export tracking information to QuickBooks.
  • The Still in use part – work order user right has been removed.
  • Fixed: Class names are not being properly trimmed.
  • Fixed: In some cases the SO to PO can create POs in the wrong qty if a UOM conversion is being used.
  • Fixed: Blank class names on soitems causes null errors on the export to QuickBooks.
  • Fixed: If the name line of an address is missing there is a blank on the SO address field that looks odd.
  • Fixed: The advanced search Part filter should read Product.
  • Fixed: Drop Ship SO should display Vendor PO's created in the "Vendor PO" field.
  • Fixed: Changing a location group should changed the location group for the pick if it can.
  • Fixed: If you add all available inventory for one part on to an SO, then reduce the qty on the order you will get invalid inventory warning.
  • Fixed: The Quick Ship feature of the sales order module is having trouble fulfilling misc and labor items.
  • Fixed: You can add Misc items to a RMA from the SO module, you should not be able to.
  • Fixed: Creating Drop Ship SOs should display vendor PO numbers created in the vendor PO field.
  • The insufficient Inventory dialog now shows the product description and product number.
  • Fixed: If the SO number has a hyphen in it, the un group pick featured will not work.
  • Fix: Setting the date using the Quick Ship wizard will now properly update the date shipped on shipping type items.
  • Fixed: The part allocated report is not correct on partially shipped SO items.
  • Fixed: Adding an item to a sales order with a BOM that has an option group is incorrectly showing short inventory on items in the option group that were not even selected.
  • Fixed: Editing the SO after it was fulfilled caused its status to change in some cases.

Schedule

  • Fixed: The Schedule Module back up task cannot create a new folder, it fails and gives a useless Firebird error message.

Shipping

  • Fixed: You can delete shipping terms even if they are being used by other modules.
  • Fixed: Ship gadget and module now defaults to all open
  • Fixed: Shipping records with no shipping items can be created.
  • Fixed: You can ship items when the module load is out of date if you use the ship button.
  • Fixed: When voiding a pick for a saved shipment where you have manually set the weight, the weight can go negative in the carton.
  • You can now no longer make a carton weight negative.
  • Fixed: Blanks shipments caused by UOM conversions, multiple cartons and voiding.
  • Fixed: You should not allow a 0 qty shipping item.
  • Fixed: The shipping module can attach the wrong order to the email.
  • Fixed: When you use the tracking link in shipping it tries to delete the carton.
  • Fixed: The customer contact view pulls multiple contacts for one customer, this screws up Fedex and UPS ship managers.
  • Fixed: The Fedex view has a bad join.

Picking

  • Fixed: Picking a part that is tracked by lot and serial number from two separate tags causes missing lot information.
  • Fixed: Picking across three or more tags does not properly commit inventory.

Tax

  • Fixed: If you change a tax rate if changed the tax of fulfilled orders.

UOM

  • Fixed: If you do not have a UOM conversion between qty fulfilled on the WO finished good and the qty you split on a SO pick for the finished good, you would get an error that says Not enough qty in target tag.

User

  • Fixed: The User Group module throws a bad error message if you try to save a user group with the same name as an existing user group.

2010.6 Released - 7/9/2010

2010.6 - New features
  • Added Default Sales Rep to the new customer wizard.
  • You can now take a payment on an unissued Sales Order.
  • DatelastModified columns added to the Inventory log, SysProperty, and FB Schedule tables.
2010.6 - Fixes

Bill of Materials

  • Apostrophe in BOM name prevented duplicating the BOM, this is fixed.
  • Fixed:Changing the BOM qty can make qtys of raw materials that should be integral to non integral. For raw materials and finished goods that have a UOM of each changing the qty of the BOM to build will change the material qty then round to the highest whole number.

Class

  • If you have a class name with a white space at the end it can cause a null pointer error on the export to QuickBooks. Whitespace is not trimmed from class names.

CSV Imports & Exports

  • Fixed:Importing an order with a miss spelled state code will set the state code in the sales order address to be blank.
  • Fixed:The customer CSV import does not allow the same amount of characters as the customer name field.
  • Fixed:The PPVP is still not exporting columns and headers correctly.
  • Fixed: Vendor import removes the state field from the vendor record.
  • Fixed:The PPVP import is requiring more fields than it should, it should only require fields indicated in the instructions.
  • The SO import sets the Location Group to the users location group instead of the first location group.
  • Fixed:You get a bad error message when you try to import a customer with a duplicate name.
  • The customer import instructions now indicate that each address name must be unique.

Customer

  • Credit limit allows for a negative value to be entered on customer details.
  • Creating new customer as a job, then changing from job to separate customer in new customer wizard still creates customer as a job.
  • De-selecting "Tax Exempt" option should clear tax exemption number, this is fixed.
  • Fixed:When creating a new country with a blank abbreviation the error message warns about a bank postal code.
  • Fixed:You cannot delete and address contact.
  • Fixed:Fishbowl allows more numbers in the customer credit field than QuickBooks.
  • Duplicate customer error message is generic and non descriptive, this is fixed.
  • Adding address information to an address grays out the type combo box.
  • Alert note field is much larger that allowed number of characters, the field size has been reduced and only allows 90 characters to be entered.
  • Fixed:You cannot delete customers or vendors that are created using a CSV import.

Database

  • Changed example.fdb report default date range to be all, so that all reports return results.
  • Blank state and country codes will now be null or named unknown or unknown with state code or database id.

Dashboard Gadgets

  • Fixed:The Open SO Gadget does not save column widths.
  • Fixed:If the picking advanced search has the completely fulfillment flag saved it will not load in the gadget.
  • Fixed:The actual ship date filter on the shipping advanced search does not set the gadget filters.

Discount

  • Fixed:You cannot open the discount module if you have a discount set to use an invalid account type.
  • Fixed:When you have a discount that does not have a valid account set the exporting error makes no since.
  • Fixed:When you do not have a name for a discount you get a null error in the QuickBooks export.

Email

  • Email settings have been removed from example.fdb so that an email prompt will not pop up.
  • PO email template pulls the attention line as the vendor contact, this is fixed.

Inventory

  • Fixed: Moving the same serial number from 2 clients concurrently allows move.

License Key

  • Fixed: Activating by license Key doesn't recognize activation code.

Login

  • Fixed: Client freezes when maximum number of users has been reached, should inform user that license limit has been reached.

Manufacture Order

  • Fixed: When loading MO module SO information should only show for orders linked to a sales order
  • Multiple finished goods allowed a negative cost to be entered when finishing a WO, this is fixed.
  • Fixed: Consuming Less than original on MO should adjust qty for finished goods.
  • MO Projected cost report shows null when run on FIFO/LIFO database if the part hasn't been in stock, this is fixed - it now shows $0 or pulls historical cost.
  • MO Projected cost report sorts WO's differently depending on entered or issued status.
  • Fixed: WO details not saving qty changes on WO when cursor is left on the field.
  • Fixed: Completing sub levels of a staged BOM with a separate BOM also on the MO removes both top level WO's when deleting one.

Part

  • The error message that you get when you turn tracking on for a part has been updated.
  • New part wizard limits negative price to be entered on product, this is fixed.

Payments

  • You can now receive payments on unissued Sales Orders. You can now unissue Sales Orders with payments.

Pick

  • Fixed: Using the Binocular button in pick created a line item with 0 qty.
  • Fixed: Grouping pick condenses pick item screen - added scroll bar to group list.
  • Fixed:If you sort the pick items you cannot select the items in the table.
  • Fixed:The pick gadget does not load correctly.
  • Fixed:The status search in the picking advanced search filters for all open when the filter is left blank, but is should for all.
  • Fixed:The order type filter doesn't set the gadget filter when it should.
  • Fixed:The carrier parameter in the picking advanced search will not save.

POS

  • Fixed: POS is not saving changes made in the details tab.

Property

  • Deleting System Property requires server restart, this is fixed.

QuickBooks

  • Index out bounds errors fixed.
  • Edit sequence not found error fixed.
  • Fixed: Quick Ship not referencing shipping module options for ship type items.

Receiving

  • Fixed: Receiving items, then changing part number won't allow reconcile by weight.
  • Landed cost wizard over-inflated cost when adding reconciled costs then cancelling wizard, this is fixed.

Reports

  • The SO report does not print a line when the report has two pages, this is fixed.
  • Fixed:MO Projected cost report shows null when run on FIFO/LIFO database if the part hasn't been in stock, this is fixed it now shows $0 or pulls historical cost.
  • Fixed:MO Projected cost report sorts WO's differently depending on entered or issued status.
  • Fixed:The unit cost is not correct on the WO cost report for work orders with fulfilled picks.
  • Fixed:The reorder report has duplicate lines.
  • The on hand with tracking date filter does not work, so it was removed.
  • Fixed:The customer reports do not show customer addresses that do not have states or countries.
  • Fixed:The customer price list is not ordering by product number.
  • Vendor Backorder report only showing items that are partially received, this is fixed.

Receiving

  • The bill date in the receiving module will default to blank, which will set the bill date to today in QuickBooks. If you set the date on a receipt, the date you set will be the default date the next time you load the receipt and the next time you receive.

Sales Order

  • You cannot edit an address through the Sales Order Module if the state or country has been left blank.
  • Option to "default the salesperson to the customer's default salesperson" is setting the default salesperson on the customer when creating a new customer.
  • Fixed:The error message need to be readable when saving an SO that is using a sales order number that is already in use.
  • Fixed:Sales Orders with many Work Orders attached load and save very slow.
  • Quick Ship wizard doesn't allow for keyboard control to select a payment option, this is fixed.
  • Changing the customer on a sales order with configurable parts duplicates price adjustments on the order.
  • You get an error message if you try to Quick Ship an order that has more than one pick.
  • You cannot create a new customer if your default ship terms are inactive.

API

  • The QuickShipRq has been fixed.

Shipping

  • Fixed:The right click context menu on ship cartons reads cartons/item instead of item.
  • Fixed:The ship button can ship an order even if a required custom field has not been set.

Server

  • Fixed: Opening the server options box by right clicking on the server in the system try is opening multiple of the same options box.
  • Fixed: Client is Freezing.

Tax Rate

  • Fixed:You cannot save a tax rate if you have only changed the name.
  • Saving a tax rate name with a duplicate name throws a good error message.
  • Fixed:The date created is not set on a new tax rate.

User

  • Admin user not assigned initials in new database, this is fixed.
  • Warning added when new user is created with no initials.

Fishbowl Mobile Receive

  • Fixed: Receiving Serialized parts in UOM other than each does not convert.

2010.5 Released - 6/10/2010

2010.5 - New features
  • Select all of the items in the search table in Fishbowl and use the CTRL + C to copy the data from the search tables and then use CTRL + V to past these results in to another program.
  • Select all of the items in the Part Module search and right click in the table and inactivate all selected parts.
  • Select all of the items in the Product Module search and right click in the table to inactivate all selected products.
  • The module search panels widths will now save, each windows user can save their preferences.
  • The customer module address panel width will now save, each windows user can save their preferences.
  • The BOM module items panel width will now save, each windows user can save their preferences.
  • A new CSV Import and Export has been added for Discounts.
  • The cycle count button has been split in to three buttons, cycle, add and batch.
  • You can now save your PO advance search preferences.
  • You can now save you SO advanced search preferences.

Fishbowl Mobile

  • Added Shipping module to fulfill orders.
  • Option in shipping to force user confirmation step.
  • Option to specify the number of shipments that are available in the ship list.
  • Ability to put modules in preferred order on the mobile home page
  • Gesture functionality on home screen to scroll without using scroll bar.(Scroll with your finger)
  • Option to show only "In Progress" picks.
  • Ship message added to inform user when "customer hold" is on - order not shipped.
2010.5 - Fixes

Address

  • Fixed: You can save addresses with no street.
  • Saving a new state is now case insensitive. For example ut and UT is now considered the same state code.
  • Tabbing out of a state box is closed the drop down box.
  • The sort for state drop down box has been fixed so that if you type a state code that code will always be selected by default.
  • You could not save and address on a PO when there was not a contact name, this bug has been fixed.
  • You could not export a customer to QuickBooks if it has a pager number saved on the address.
  • The address selector name would sometime show the wrong name in the sales order edit address box.
  • If you are trying to save two addresses of the same type and set them both as default you got an error message that is not helpful, the new error message tells you how to fix your mistake.

Bill of Materials

  • Multi Level BOM shows double costs on the MO projected cost report
  • The BOM advanced search would not populate the normal search fields with filter selections.

CSV Imports & Exports

  • Fixed: The part CSV export is not exporting custom fields.

Customer

  • If you try to add a new address to a customer that has no addresses, the client would freeze when you tried to save.
  • The customer name search list sort now ignores numbers.
  • The bug that prevented you from deleting a customer has been fixed.
  • Customers with null addresses because of API imports where causing the QuickBooks export to fail, the 2010.5 database update will fix these customer records, and tier two support has a quick fix for these databases.
  • The customer module sometimes made you refresh customers(it gives you a this record is out of date error) when you did not need to, this has been fixed.

Client Update

  • The auto update will not fail if other users are using Fishbowl.

Discounts

  • The show all check box has been moved to the upper right hand side of the module.
  • You could delete a discount that was being used on an open order, this caused problems on the QuickBooks export (object id not found), now you cannot delete discounts if they are in use.

Email

  • The Shipping email template bill to name parameter has been fixed.

Installer

  • The uninstaller will be canceled if the Server is running.
  • The installer is now only installing the Firebird super version not the classic version, this is better for all multi-core processors.

Manufacture Order

  • The BOM advanced search in MO was not finding orders if the MO had two Bill of materials.
  • The auto MO class filter is now working again.
  • The auto MO is no excluding inactive parts.

Part

  • Fixed:You are able to add deleted parts to an order if you deleted a part and did not restart the Fishbowl Client.
  • The new part wizard no long displays the do you want to give this away message.
  • You can no longer change the weight UOM of a part if that part has open shipments.

Pricing Rules

  • Editing pricing rules no works properly.

Picking

  • The picking advanced search now sets the picking gadget filters correctly.
  • If a pick is started you cannot right click and select commit from the context menu, this has been fixed.

Post (Export to QuickBooks)

  • Fixed:The Ship to address in Fishbowl is posting to the Bill to address in QuickBooks.
  • When a customer in Fishbowl had two addresses on default and one that was not default, the email address that was not marked as default was being sent to the QuickBooks email address.
  • Exporting errors caused by addresses that are too long for the QuickBooks fields have been fixed.
  • "Edit Sequence" errors on the export to QuickBooks have been fixed.

Purchase Order

  • You cannot load the details tab of a purchase order if you have not selected a customer, this has been fixed.
  • Right Click context Menu on the PO item has been fixed.

Receiving

  • The error message that is thrown when a item has been received put into a new tag and the voided has been changed to be more accurate.

Reports

  • The kit report has been updated to display variable-optional kit items probably.
  • The Margins By Customer report displays percentages correctly.
  • The Bill of Lading report header and footer has been cleaned up.
  • The Batch pick ticket shows invalid picks on their own page.
  • Clicking on the reports Sales Order folder would load a report in the Sales Order List.
  • The Report menu is now alphabetical.
  • The dormant customer report is now working properly, the month filter has been fixed. The dormant customer report will not show customers who have never been used on and order.
  • The date filter on the Work Order Cost report has been fixed.
  • The Sales Back Order report has been fixed.
  • The "New Tracking" label report now defaults to 30 labels.
  • The WO traveler report instructions are now in the correct order.
  • The Sales Order Summary Report Date Last Changed filter has been fixed.
  • The Sales Order Summary Report was doubling when Sales Orders had subtotals, this is now fixed.
  • The Sales Order Summary report shipping header bug has been fixed.
  • Fixed bug on customer statement
  • The Export Summary report now shows kit price adjustments.
  • The Price Discrepancy report now works correctly with kits.

Sales Order

  • Fixed: You are able to saving a bill to address would save over the top of the ship to address.
  • Duplicating a closed short SO creates an order with qty of zero, this is fixed, these items are not created with a qty of one.
  • You could delete a finished good from the configuration tab of a SO item, this caused problems with work orders, this has been fixed.
  • Fixed:When deleting a Sales Order that has had a payment and invalid error is thrown, Cannot delete SO because it is an estimate.
  • If you changed the qty of a so item that was set to be a credit return a insufficient inventory error was thrown, this didn't make since and was removed.
  • The GDS exception error that was thrown when the fulfillment date of an order was changed has been fixed.
  • The SO item Configuration tab has been removed when item was added to the order by selecting "Pick from existing inventory."
  • Fixed: The insufficient inventory warning was incorrectly reporting shortage when the product UOM was different than the part UOM.
  • The "Attention" name from the address once again displays in the SO address fields.

Server

  • When Fishbowl cannot connect to the internet to check for updates a good error message is thrown.
  • You can now restore backups from the Fishbowl Server Administration.

Shipping

  • Fixed:The Shipping address field is not showing the address attention name.
  • The after the shipping wizard is complete the shipping search list is refreshed.
  • The "Attention" field from an address is once again displayed in the shipping module address field.
  • The database username and password gone fishing has write access to the shipping import table.

Transfer Order

  • Fixed: Saving an address change to a TO will put the state of the "from address" into the state of the "to address".

UOM

  • When deleting a UOM conversion, an accurate message is thrown.

Misc

  • The Fishbowl setup wizard default company name is Default Address.

2010.4 Released - 5/13/2010

2010.4 - New features
  • The Address tab of the customer module was redesigned to be simpler to use.
  • A Right Click context menu was added to the Sales Order search list. You can now multi-select to delete and unissue Sales Orders.
  • An advanced search has been added to the UOM module. You can now inactivate UOMs.
  • The client computers will now automatically update to same version of Fishbowl that the Server is running.

Fishbowl Mobile

  • Ability to view inventory and tracking information in Fishbowl Mobile.
  • Link in Pick edit to view inventory from picking.
  • Link in Receive edit to view inventory from receiving.
  • Link in Move to view inventory from Move.
  • Option in Picking to "Show only Pickable parts" to exclude items that cannot be picked.
  • Ability to enter serial numbers in a range.
2010.4 - Fixes

Contacts

  • A comma in a email contact name was breaking email, this is fixed.

CSV Exports

  • The PPVP has been fixed again. The columns headers where not lining up, we fixed this... really.
  • The text on step 2 of the export wizard was corrected.
  • PPVP export instructions regarding the Group column have been corrected.
  • The vendor export was failing if the vendor had inactive custom fields.

Database

  • Switching databases without restarting ones server no longer causes UOM null pointers.

Email

  • SMTP email has been fixed.

Inventory

  • The move wizard in the inventory module will pop up even when all qty is committed in the selected tag, this has been fixed.

Manufacture Order

  • The module option always print traveler has been removed and an option is now in the start wizard.
  • The auto MO location Group filter is working properly.

Payments

  • When you processed a credit payment on a return (negative credit card payment), the payment wizard would not include today in the last 30 days search.'

Part

  • The help button has been removed from the new part wizard, we don't have these anyplace else and it was not pointing a help article.
  • In rare cases the default income account for a product was automatically set to a variance account, this is fixed.
  • If you are saving a part and you get the error You must select a valid account for each type it was likely caused by the variance account for that part having been set to an improper type of account. This was caused by the ppvp.csv import. The import has been fixed to not allow this. To fix a database remove all cost variance accounts form the part table in the database.

Pick

  • Selected Tag does not have enough available error has been fixed. This was caused by the select tag button not adjusting properly for UOM conversions.'

Post to QuickBooks (Export)

  • Posting (Exporting) to a QuickBooks file that has a closing date and password set will throw an error message on the export, instead of doubling the item receipt or bill. The user must open QuickBooks and remove the QuickBooks closing date password in order to get rid of the error message during QuickBooks post.
  • Date driven payments terms are set as date driven when exported to QuickBooks. They were coming over as standard payment terms.

Product

  • Deleting a product would not delete any pricing inactive pricing rules that where associated with it.

Purchase Order

  • Fix: Drop Ship PO items that were partially fulfilled and then closed short where throwing an error when saving: Unable to Store Data.
  • Voiding receipt items will not set a date fulfilled.
  • The auto PO location Group filter is working properly.
  • The auto PO was pulling the WO allocated number from the materials tab of the MO, but is should have been pulling from WO details tab.

Receiving

  • The advanced search in receiving would not find parts that where added from the reconcile wizard. Fixed.

Reports

  • Inventory Availability Report was cutting off information in the margins, this has been fixed.
  • The Tag Bar Code One Off report was running very slow now it is instantaneous.
  • The Shipping Invoice Report was not calculating tax correctly, this is fixed.
  • The part committed report was not correctly reporting parts committed to Work Orders or parts that were set to be picked in part UOM only, this has been fixed.
  • The Compare Sales by Month report columns now stretch properly when long descriptions are used.
  • Reports once again save to a xls format.
  • The reorder report now shows parts to reorder when they reach their reorder point, it was showing parts to reorder only when the part was below the reorder point. The reorder report and auto PO now function the same way regarding ROP and OUL.
  • The MTD Sales report description has been updated. The text from greatest to least was inaccurate so it was removed.
  • The Part Cost over Time sort has been corrected.
  • The MO projected cost report was not calculating the cost correctly if the WO had service type items. The total cost was correct, but item costs did not display correctly.
  • Updated to iReport 3.7.2.

RMA

  • Running the RMA return wizard would force the user to reload the RMA, before one could mark the RMA as resolved. The reload was not needed.'

Sales Order

  • Discounts can be searched for using The SO advanced search number field.
  • White space from the end of search words in Fishbowl are now trimmed.
  • The configuration wizard back and forward navigation is working properly.
  • The SO advanced search will now find names with single quotes.
  • The hot key for moving order items up and down is ctrl + shift up and down, this is fixed in TO PO and SO.
  • Price adjustments on configurable WO with a default qty of 0 are now applied correctly.

Transfer Orders

  • Problems shipping Transfer Orders have been fixed.

UOM

  • When one changes the name of a UOM the description of a UOM conversion is updated.
  • UOM's with long names now read correctly in the part module.

2010.3 Released - 3/18/2010

2010.3 - New features
  • You can now add configurable parts to a PO, RMA or SO credit return.
  • A shortage warning has been added to the MO finish wizard.
  • Partially picked items are marked in the WO finish wizard.
  • You now have the option to start a pick when you start a WO.
  • A New Production report was created.
  • Vendor Cost Rules have been added to the Vendor Module that allows you to set qty based cost rules. These rules apply to part costs as they are added purchase orders.
  • A minimum vendor order amount has been added to the vendor details.
  • A module option for vendors has been created that when turned on will suggest quantities based on cost rules for parts when those parts are added to a purchase order.
  • The vendor minimum order dollar amount is displayed on new Purchase Orders.
  • There is now a button on the PO item that displays Vendor Cost rules for that item.
  • The client now automatically updates to the same version as the server if the server is 10.3 or later.
  • Added a check version to the Right Click of the Fishbowl Server tray icon.
  • The Server checks for updates when it starts.
  • When you follow the server link to check updates you do not have to fill out the download form.
  • A link has been added to the PO number in the check inventory dialog.

Fishbowl Mobile

  • Location list is now cached on the mobile device to aid with move functionality and Store & Forward technology
  • Option added to always display edit screen when scanning part \ UPC barcodes in Receiving.
  • Location Sort order now used mobile picking.
  • "&" Character in part numbers now able to be used.
  • Option added to always display edit screen when scanning part \ UPC barcodes in Picking.
  • Part description now included in pick and receive item screens.
  • Part description added to part # in pick and receive edit screens.
  • Light part list created for use in API.
  • Ability to edit Destination Location when picking.
  • Success message at bottom of the screen now shows the order or part that was successfully completed.
  • Move function added to Fishbowl Mobile which allows users to move parts from one location to another - works across Location Groups.
  • Option to specify the number of receipts that are available in the receiving list.
  • Option to specify the number of picks that are available in the pick list.
  • Option to turn location caching on and off.
  • Part description displays in footer of Move screen.
2010.3 - Fixes

Manufacture Order

  • Auto MO is now creating all needed work orders
  • The MO cost report works with repair and custom work orders.
  • Adding additional items to a WO when the pick is finished causes a null pointer if the item conversion causes a non integral conversion to each.
  • Changing the WO items by adding and deleting items when a pick has already been committed will no longer cause committed number problems.
  • You can now add a BOM to a MO by typing the description or the BOM number. This is a new BOM module Option.
  • A new warning was added to the WO consumption step. It explains that qtys in red need to be changed manually.
  • A Reverse WO will now remove stages.
  • The MO cost report was showing the cost for repair items twice, this is fixed.
  • You were unable to add repair items to a WO without a raw material, this is fixed.
  • When completing a WO with two picks you now need to go to the picking module to complete the picks before you can use the WO finish wizard.

Reports

  • The extended price of a SO is now updated correctly on the SO Report if the item has a BOM price adjustment.
  • The extended price of a SO is now updated correctly on the Invoice Report if the item has a BOM price adjustment.
  • The TO summary Report shows line item details.
  • The Sales Back Order Report shortage summary has been corrected and copied to the forums.
  • The Export Summary report now properly reports work orders.
  • The Z report now sorts by the payment type, then the sales order number.
  • The WO Flag Report is now using the location Group filter.
  • The Sales by Month report shows full UOM abbreviation.
  • The SO Summary report shows all items correctly.
  • The Bill of lading Report was creating extra unnecessary pages.
  • The Bill of lading report no longer shows duplicate lines when items had been added to different cartons.
  • Packing weights on the Bill of Lading report no longer report null when they are left blank.
  • A part parameter was added to the cycle count list report.
  • A bug in the pick ticket was causing it to pull incorrect orders when it was pulled up using the batch printing option.
  • The Part Committed report was not reporting parts that where committed to WOs when the pick was finished.
  • The Bill Of Lading Report was showing to many cartons.
  • Issues with previewing a report on a Mac has been fixed.
  • The BOM report was not displaying available and short qty correctly, this is fixed.
  • The auto PO will fail if a UOM conversion is missing for a Part and the vendor record. An error is now reported and the UOM conversion will need to be created in order for the auto PO to function.

Exports to QuickBooks

  • Associated price items that are added to a Sales Order where failing to export to QuickBooks throwing a null error, this was caused by a mismatch in the Associated Price description on the sales order and the Associated price description in the product module. The export to QuickBooks now reports the error message correctly.
  • Using a colon to designate a job was causing export failures, this has been fixed.
  • The items to post count refreshes properly after you export to QuickBooks.
  • The accounting module option to export all to a single customer FB_Customer is fixed.
  • A variance account can no longer be set to a COGS account.
  • Exporting an order with a customer that was missing a main address or bill to address was throwing a null error on the export to QuickBooks. A proper error message is reported.
  • The Associated Prices problem that caused Null pointers on the QuickBooks export have been fixed.
  • The table that shows what is importing now shows importing Jobs.
  • Transaction not in balance errors have been fixed.
  • Setting the billable flag to false on QuickBooks General Journal Entries on COGS accounts causes QuickBooks Exports to fail, we now only try to set this flag for General Journal Entries on Expense accounts.
  • We fixed object not found error message that you got when you had configured QuickBooks then deleted an account that was being used by Fishbowl.
  • The null error when running the QuickBooks configuration wizard has been fixed. This was caused when the configuration with QuickBooks had been completed once before and an account being used by Fishbowl had been deleted from QuickBooks, but then recreated using the exact same name.

Imports and Exports

  • The SO import now creates new customers.
  • CSV imports can no longer set finished goods as a stage.
  • Transactions CSV import has been fixed.
  • The receiving data import has been fixed.
  • The cycle count import allowed for fractional qtys to be added for parts with integral UOMs.
  • Renamed Vendor Pricing Export to Product Pricing so that is was not confused with the vendor pricing import.
  • Exporting a BOM with notes has been fixed.
  • Importing a CSV with improper formatting no longer breaks the BOM sort order.
  • The PPVP export columns where getting off if a user had inactive custom fields.
  • You can no longer add a new customer using CSV that doesn't have a Main Address.

Bill of Materials

  • You can now set a 0 for the qty of variable BOM items.
  • BOM's containing items with a qty of 0 now properly save.
  • The tool tip on the BOM auto create setting has been updated for when short has been changed setting.
  • Always create types of BOMs where not creating all needed work orders when the finished good UOM was different then the Raw Material UOM and there was no conversion between the parts UOMs.

Customer

  • You cannot delete the Main Office Address.
  • When you create your First Address for a customer the default check box is set.
  • You are now required to set 1 default address of each type.
  • Adding a new state will not warn you if you state abbreviation is longer than 3 characters when it isn't.
  • You can no longer save customer contacts without a name.

Consignment

  • The consignment module now creates sales orders using the correct UOM conversions.
  • Auto fulfill module option for move type Transfer Orders was failing. This has been fixed.

Set up Wizard

  • The location drop down box is populated on new databases.

Sales Order

  • The right click has been disabled for miscellaneous credits.
  • The SO advanced search was not filtering by location group properly.
  • Kits that contained both kit option groups and items on an always manufacture BOM caused kit option group not to pop up. This is fixed.

Shipping

  • You can no longer delete ship items by sending them to a carton that doesn't exist. This was causing blank ship confirmation screens.

Other

  • The issue with the client locking up if the server was closed unexpectedly is resolved.
  • A major memory leak has been fixed that was effecting reports, imports, exports, and lists in Fishbowl.
  • The Fishbowl Service Installer has been fixed.
  • New UOM's are not updating the PO item drop down box correctly.
  • The view only user access right for discounts are working correctly.
  • There is no longer an option in the Fishbowl Server to connect to a remote QuickBooks Database.
  • Boolean custom fields are not setting correctly.
  • The issue for Pricing rules where rules referencing empty product trees showed all products on the details tab of the pricing module has been fixed.
  • The view only user access right allowed users to add new vendors, this has been fixed.
  • Creating a vendor then deleting it from Fishbowl would cause an export failure, this has been fixed.
  • When adding an image to Fishbowl you now get a proper error message if you are trying to add an image type that is not comparable.
  • Hitting tab when your focus is in a Quick Add will now progress you focus instead of adding the item.
  • When you have filtered a drop down list (by typing) and you click the more link, you are now shown more results but your filter is still applied.
  • Fishbowl will now allow the same name subclass to exist in two different parent classes.
  • User Group and Location Group searches are now using wild card searches.
  • Credit card processing was failing if no country was provided, this is fixed.

Part

  • You can no longer enter a negative weight or Dimension in the part module.

Purchase Order

  • We fixed the cannot divide by zero error in receiving that happened when you tried to accept 0 and reject 1.
  • Closing short a PO that had a reconciled but not received item left the receipt open forever.
  • Vendor Part Numbers now display properly in the receiving.
  • Using the fulfill button to receive now properly sets the bill date in QuickBooks.

Picking

  • Voiding a pick was putting inventory into the incorrect location.
  • The button in Fishbowl Have Fishbowl find some tags was able to pick from non-pickable locations.
  • Picking from 2 tags in the same location splits the pick item correctly.
  • Fixed an issue in picking that left parts committed that should not be. This happened when the user committed items in picking then removed these items from their MO.

Transfer Order

  • TOs will now use the default address for the company module.

2010.2 Released - 2/4/2010

2010.2 - New features

Accounting Module

  • The Sales rep for a customer who was created in Fishbowl will export to the sales rep field in QuickBooks.
  • The Credit limit from the Fishbowl customer will export to the QuickBooks customer.
  • The tax exempt status and tax exempt number (reseller number) for customers will now export to QuickBooks.
  • The Account Mapping combo in Fishbowl boxes filter invalid account types.

Shipping Module

  • A Ship Button has been added to the shipping module toolbar that will ship the order you have loaded.

User Group Module

  • A Check QuickBooks Credit Limit button has been added to the SO module toolbar. It allows a user to view the QuickBooks and Fishbowl Credit limit as well as the customer's AR balance from QuickBooks. An access right was also created to manages access to this feature.
  • A user access right has been added that will enforce a customer's hold status as it is set in the customer module on the details tab. This gives the user the ability to enforce hold on issuing or shipping a customer orders.

Inventory Module

  • A time stamp UI has been added to the Scrap and Cycle Count buttons in inventory so that a user can set the time of these events.
  • You can now set a customer / job for an inventory adjustment. This exports to the QuickBooks Customer Job field on the general ledger.

PO and Receiving Modules

  • You can now set a customer / job on a PO item and receipt. This exports to the QuickBooks Customer Job field on the general ledger.
  • You can now set a customer / job on a MO item. This exports to the QuickBooks Customer Job field on the general ledger.

Customer Module

  • You can now use the customer advanced search to find related jobs.
  • The address table now has an address name. You can save column layout for the address table. You can search for addresses in the SO address edit dialog.

Imports and Exports

  • The customer CSV import can now edit existing customer addresses.
  • The customer CSV import can now import many addresses of the same type.

Reports

  • The projected Cost Report now works with Standard Cost and LIFO FIFO database types.

'Fishbowl Mobile'General Changes

  • Fishbowl Mobile is no longer limited to one Location Group at a time; users can now operate in any Location Groups they have access to.
  • Fishbowl Mobile is now user right specific, so users will only be able to see functions available according to their rights.
  • Inventory tags are no longer required to pick or receive inventory.
  • Fishbowl Mobile can be operated with touch screen navigation, barcode scanning, or a combination of both.
  • Simple store & forward operation is possible in areas with limited or no wireless connectivity. Once a pick or item receipt is loaded on the mobile device the order can be picked or received without any connectivity, then to completed once connectivity is reestablished.

Pick Module

  • A pick can now be started in Fishbowl Mobile.
  • Scan out functionality is now available by allowing items with no tracking to be picked by simply scanning the part barcode or UPC.
  • Part status icons (short, hold, available, etc) are now displayed in Fishbowl Mobile.
  • Part Destination location is now displayed for each part to be picked.
  • Primary Tracking on a part will allow one type of tracking to be set as the default, then when picking only the primary tracking field is required to pick an item.

Receiving Module

  • The Default location of a part is now suggested to aid workers in efficiently placing parts in the correct location.
  • Scan in Functionality is now available by allowing parts with no tracking to be received by simply scanning the part barcode or UPC.
  • When receiving, Fishbowl Mobile will now recognize part barcodes, UPC codes, or Vendor part number barcodes when scanning.
  • Items on hold or locked from receiving because they have been outsourced or are on at TO that has not yet been shipped will display the lock icon to inform the user of the current status.

Part Module

  • A part barcode or UPC can be scanned to display the description, current UPC code, and tracking types used on the part.
  • Primary tracking can be identified by the asterisk (*) prefix on the primary tracking type.
  • Part UPC codes can now be saved or updated from Fishbowl Mobile.
2010.2 - Fixes

Accounting

  • The user is notified by an error if Accounts that are set as default in the FB accounting module have been deleted from Fishbowl.
  • If an account has been deleted from QuickBooks and that account is being used in FB the account will be set as inactive during the next import.
  • If a QuickBooks account is deleted and that account is being used on a FB part then FB will try to use the default account from the accounting module
  • Customers that have been imported from QuickBooks, but have no customers, cannot be properly used in Fishbowl Sales Orders without freezing the client.
  • A description has been added to accounts created by Fishbowl
  • If you choose to head the mark as posted warning focus returns to standard export.
  • Carrier from the shipment in Fishbowl now exports to the Invoice
  • Tracking will now be exported to QuickBooks by default.
  • Accounts that are not in QuickBooks any longer bug are set as default in QuickBooks show errors.
  • Exporting a customer with more than 5 address lines to QuickBooks is properly handled.
  • Serial numbers exporting to QuickBooks are no longer truncated.
  • Exporting to QuickBooks while the Fishbowl Server is running in eve.bat mode will now work on new integrations.
  • If an account in QuickBooks we give a proper error message.
  • We are now properly reporting account imports.
  • The Billable check box on QuickBooks Journal Entries is no longer set.
  • The billable flag isn't set on QuickBooks Journal entries.
  • Discounts in QuickBooks match fishbowl discounts.
  • Very long contacts will no longer cause problems on export to QuickBooks.

Customers

  • Inactivating a parent customer in Fishbowl will inactivate all of its jobs.
  • Errors when exporting customers have been fixed
  • Exporting customers updates contact information in QuickBooks
  • The city, state and zip search has been fixed for customers.
  • Inactive customers will no longer show in drop down lists.

Sales Order

  • Adding new items to a SO when the SO status is picking will not create new picks.
  • Quick Ship will now work properly even if the user try's to ship more than is available in a tag.
  • Moving backwards through the Quick Ship wizard will no longer report strange numbers.
  • You can now edit the country and state in the SO module address fields.
  • The SO and PO now properly check for invalid UOM integral conversions about each when one edits the qty.
  • The wizard default keys no longer default to "back".
  • Changing the qty for BTO items on a SO no longer launches the configuration dialog.
  • Changing a misc SO item qty to zero caused a problems when opening the receipt.

Shipping

  • RMA now checks for invalid UOM conversions.
  • Problems fixed when there is no UOM conversion for part weight and ship item weight.

Purchase Order

  • A fulfilled receipt shows as partial in the receiving module.
  • UOM conversions used on a PO can no longer be deleted
  • Misc. purchases with UOMs of pounds no longer cause issues in receiving.

Bill of Material

  • A proper error message is given to a user when the qty of the item is set to null.
  • Adding a note to a bill of material will not cause an error on csv BOM export.
  • All new BOMS on new databases default to When Short.

Reports

  • The PO summary Report now shows Misc Items.
  • The turn over report has been fixed.
  • A payment method parameter has been added to Fishbowl Report Filters.
  • The on hand by date reports shows average cost even if the qty is 0.
  • iReport has been updated to version 3.6.2.
  • The export summary has an option to show items not posted
  • The part description has been added to the WO report.
  • The WO Cost Report now has a date range filter.
  • The single part/product label reports correctly begin to print at the correct position if one uses the start at label parameter.
  • The SO invoice now properly shows an price adjustment from kits and work orders.
  • The Purchase History report now properly includes miscellaneous sale items.
  • Users with no rights to run a report can no longer use print preview.
  • The Purchase History Report properly uses UOM conversions.
  • Serial numbers have been added to the WO report.
  • A dormant customer report was added.
  • The reorder report no longer shows inactive parts.
  • The auto PO only returns parts with a default vendor record.
  • The On Hand with Tracking report now shows exp dates even if you are using other types of tracking.
  • The Margins by Product Report has been fixed.
  • The SO tax report runs correctly.
  • The Products on Order Report wasn't including items after they had been picked.
  • Alignment on the MO traveler foot has been fixed.
  • The WO instructions Footer has been added.
  • Tax on the Export Summary report is calculated correctly for partial items.
  • The default report for BOM is the BOM report.
  • The WO flag report shortage summary has been corrected.

Locations

  • You can no longer receive into a "non receivable" location even if it is set as the parts default location.

Picking

  • Picking will handle a null qty in the tracking search.
  • Starting a pick will now use pick to clean settings
  • Pick items correctly report short qty after multiple voids.
  • Voiding a pick created from a TO now properly sets the TO item status back to entered
  • Finishing a pick then voiding it for a BTO SO item will no longer release the qty of the SO item.
  • You can now use the space bar or enter key to multi-select serial numbers is picking or inventory.
  • Non-Inventory parts now properly split and finish.
  • BTO picks are now voidable, and a warning tells the user that voiding a BTO pick removes the tie to any SO.
  • You can now properly edit qty on so items that are BTO if their status if valid for editing.
  • The tag combo box in picking is cleared when nothing in the pick item table is selected.
  • Picking location displays the source location not destination.
  • Picking items tracked by lot from a single location properly picks and consumes inventory
  • BTO pick times now show on a pick ticket even if they are committed.
  • Voiding a pick sets the destination tag correctly.
  • You can now unissue a SO if it had a BTO items and the pick has been voided.

Manufacture Order

  • MO's will properly close short when the SO that it is tied to is voided or closed short.
  • A WO that has multiple repairs on a custom BOM will function correctly.
  • WO's that where created by always manufacture can be deleted if the SO is fulfilled.
  • The add customer binoculars has been fixed.
  • You can search by BOM number in the MO module.
  • Partially completing a WO that creates two different finished goods properly commits the correct items to a BTO SO
  • Repair goods now show on the outstanding WO report.
  • The MO wizard shows 0 as available to build not negative
  • Adding a product to a SO where the BOM is BTO and the finished good is service now properly creates a WO.
  • Finished goods on a MO now show as on order and raw goods do not show as on order.
  • Inventory allocated to WO is now calculated correctly.
  • Changing the location group on a WO updates the WO pick location Group.
  • The available to build in the BOM wizard on MO now calculates availability based on qty available and on hand
  • Adding an item to a WO after the pick was finished no longer uncommitted inventory for other picks.
  • A customer Job has been added to the WO edit box, this exports to QuickBooks.
  • BTO items can no longer be added as credit returns to a SO.
  • UOM conversions for non-inventory parts no longer screw up WO costs.

Imports and Exports

  • UOM conversion import Prevents bad UOM conversions
  • You can no longer create labor, Overhead, Capital Equipment as a product using the import.
  • The BOM import no longer let you set UOMs on BOM items unless a valid UOM conversion exists.
  • The default Location CSV export now exports all parts, even if the default location isn't set.
  • The CSV SO import and export properly export tax rate and properly import tax rates.
  • The BOM export now exports in a more intuitive order, this makes it easier to import the file.
  • The part product and vendor pricing export puts products in correct column.
  • The picking data import now works.
  • The PO import correctly sets vendor part numbers.
  • User CSV import requires a location group.
  • You can import the standard cost of a part was added to ppvp.

Part

  • Duplicating a part will now properly set the new parts tracking settings.
  • The advanced search for vendor part no longer returns duplicate results.

User Group

  • The access rights for picking line item controls have been fixed.

Transfer Order

  • A move type PO does not leave inventory incorrectly committed.
  • A put away type TO does not leave parts committed.

Inventory Module

  • The module option leave tags was causing tracking columns to disappear, this is fixed.
  • You can no longer adjust tags that are in transit.

Other

  • Cancelling Log no longer throws errors.
  • The client doesn't crash if the server time out disconnects.
  • The Gone Fishing password allows Fedex and UPS ship managers to write the Fishbowl database.
  • UOM conversions that are in use can no longer be deleted.
  • Pricing rules discounts no longer round on display.
  • Pricing rules access rights have been fixed.
  • State abbreviations cannot have duplicates.

2010.1 Released - 12/3/2009

2010.1 - New features
  • Users can now import, create and export QuickBooks Jobs. These jobs can be assigned to Manufacture Orders and Sales Orders. These jobs also export to QuickBooks.
  • A new option has been added to Sales Order Module options that will allow a user to create a new tax exempt sales order and not set the tax to none.
  • The Accounting Module interface has been updated. The user can now import items from QuickBooks without running the QuickBooks integration wizard.
  • A count of items to export has been added to the Accounting Module General tab.
  • A repost 'from and to date' were added to the Repost feature.
  • The Accounting General tab now contains Export to QuickBooks and Import from QuickBooks
  • The QuickBooks import can import Company Information, Accounts, Classes, Vendors, Customers, Jobs, Items, Assemblies as Bill of Materials, and Inventory separately.
  • A Test Connection button has been added.
  • The Accounting Configure tab now contains the Accounting Configuration Wizard and the Merchant Services Configuration Wizard.
  • The installer has a new free trial install that makes installing the free trial for Fishbowl 2010 and Fishbowl 2010 with Manufacturing easier.
  • Fishbowl now only creates 3 items in QuickBooks: fb_item, fb_subtotal and fb_discount
  • Changing accounts associated with the above items in QuickBooks will have no effect on Fishbowl integration.
  • Fishbowl will now import 5 lines of a QuickBooks address.

Other Enhancements

  • JACOB (Java to Com Bridge) has been updated to version 1.5.
2010.1 - Fixes

Manufacture Order

  • Raw Good qty calculated correctly when WO consume less than original demand
  • MO delete doesn’t consider MO status
  • Allocated now considers WO qty properly
  • You are no able to finish a WO after manually adding a Repair Item
  • 3689 WO Show BOM Breakdown on the WO
  • UOM issue with SOitems and MOitems
  • Always Manufacture filter on Auto PO properly filters PO results
  • MO search speed improved
  • Ability to void SO generated MO
  • Enter selects and MO in the MO search
  • The DB conversion correctly updates partial WO
  • Database update properly creates picks for existing closed SO BTO items
  • Use is now able to split a WO if inventory is short
  • Disassemble WO correctly handle partially built WO
  • Partially complete MO’s save

Reports

  • The Forecast report shows drop ship qty
  • Changed the descriptions on batch reports
  • Items added after a WO is started now attach their notes to WO traveler
  • The part description has been added to the WO traveler report
  • The WO traveler report is properly updates when FG are added after start
  • The WO flag parameter note description updated
  • 3551 We need a standalone WO report
  • WO Forecast properly handles UOM conversions
  • WO Forecast Report shows properly reports qty for WO
  • MO traveler print prompt
  • MO traveler will prompt to print when the WO is started
  • 4812 Add part #s to the BOM notes report
  • 18453 On hand by date is not taking cycle counts in to account.
  • On hand by date report fixed
  • Outstanding WO Report date due parameter is working properly
  • Forecast Report shows so items qty correctly
  • WO forecast report drop ship items correctly report
  • Packing list properly displays qty shipped in each carton
  • The part allocated report properly reports inventory allocated to a WO.
  • The export summary report description has been updated to correctly describe the report.

Dashboard

  • Dashboard save layout is saving properly

Inventory

  • Scroll bars have been added inventory module tag info and right click header menu

Export to QuickBooks

  • Rounding issues for WO accounting adjustments corrected
  • WO will now repost if user performs a repost
  • Editing an account to a valid account will not throw info messages

Part

  • If you have a part referencing an invalid account, the part module will now load anyway.

BOM

  • Import BOM now contains prompt column
  • BOM correctly check sub BOMs for recursive items
  • Long BOM item descriptions are handled in the database update
  • BOM import instructions updated
  • BOM import WO BOM number removed
  • An advanced search has been added to the BOM item wizards.

PO

  • The Auto PO report location group filters have been corrected
  • The Auto PO available number has been corrected
  • The Auto PO report considers reorder points properly
  • The Auto PO report can be grouped by vendor
  • The Auto PO report include no ROP/OUL filter has been corrected
  • Reconciling PO items consumed as raw goods by a WO
  • Auto PO filters corrected
  • SO and PO class changes properly flow
  • Receiving tag assignment dialog correctly defaults existing tag
  • When a PO is created from a drop ship soitem the SO number is added to the customer *SO number field on the PO

Pick

  • Consignment properly interfaces with pick
  • Pick ticket now shows committed parts if parameter is set
  • Split pick items that are partially shipped can now be voided
  • Completely fulfillable properly filters location groups and non inventory parts
  • Pick tracking wizard formats expiration dates correctly
  • Pick correctly commits inventory when tag has been edited
  • UOM problems in picking parts tracked by lot type
  • The Picking tracking wizard search used wild card search.
  • The start button correctly suggests locations per the picking module options (lifo, fifo, pick to clean).
  • The pick tracking wizard search is not case insensitive.
  • Using the Have fishbowl find tags button in Quick Ship now properly works in Quick Ship.

SO

  • Substitute products are properly added to a SO
  • Arrow keys in the SO add item wizard correctly function
  • Changing class on a PO or SO correctly functions
  • Added Associated Prices using the Hot Key has been fixed.
  • Using Kits on a SO can no longer pick partial integral (ea) UOMs.
  • You can now fulfill misc credits from the Quick Ship wizard.
  • Optional Kit items that have BOM that are BTO. The kit option wizard now runs properly.
  • You now get a proper error when you try to un-issue a SO that contains an always create WO.
  • Quick shipping many of the same item that are tracked by lot and in the same location no longer deletes pick items and properly commits and consumes inventory
  • The SO Backorder report now wraps the SO#

Part and Product

  • Non inventory parts are able to convert to inventory parts
  • Product Tree categories can be edited
  • Use cannot create a part via the quick add unless he has rights to part

Tax rate and payments

  • Tax rate changes properly save
  • Used payment terms inactivation is properly restricted
  • Fixed some rounding issues with tax rates
  • The word Transaction is now spelled correctly.

Imports

  • The customer csv import now properly imports carriage returns

Fishbowl Server Administration

  • Creates database

2010.0 Released - 10/29/2009

2010.0 - New features

Manufacture Order

Now Work Orders are even more powerful and easy to use, and you can combine multiple Work Orders to create Manufacture Orders. Check out many of the new enhancements:

  • New Manufacture Order
  • Create multiple WO for individual customers, jobs and locations
  • Assign multiple users to individual WOs
  • Partially start and finish WOs
  • Generate new WOs for remaining work
  • Stage the completion of WOs
  • Assign each Manufacture Order to a location group or warehouse
  • Assign material specific WO location
  • Assign a class WO and export it to QuickBooks
  • Customizable Manufacture Order type list
  • Create WO by reversing existing Bill of Materials lists
  • Create custom WO by adding raw materials and finished goods on the fly
  • Create custom repair WO
  • Create disassemble WO
  • Automatically create WOs for subassemblies and stages
  • Create Traveler Reports for WOs and MOs
  • Indented BOM list

Bill of Materials Module

With the added benefits of the new Bill of Materials module, you can efficiently keep track of your materials and inventory as you manufacture. Customize and configure your BOMs just the way you need them! Check out all the enhancements:

  • Create multiple BOMs per part
  • Track BOM revisions and alternates
  • Custom material demand: Manually, When Short, Always, Build to Order
  • Configurable BOMs allow custom configuration via SO module
  • Set price adjustments for individual BOM line items which can affect Finished Good price
  • Create detailed instructions with notes, pictures and web links for each BOM line item
  • MO & WO traveler report
  • Customizable BOM type
  • Create standard BOMs for repair assembly and disassembly jobs
  • Add one-time items to BOMs for material used in setup
  • Create configurable option groups and variable quantities for each BOM item
  • Create option groups to consume the same material using different UOMs
  • Multi-level and staged BOMs
  • Create multiple finished goods from a single BOM
  • Set default picking locations for individual BOM items
  • Set default BOM locations to auto assign locations during picking
  • Set prompts to aid during configurable BOM set up
  • Track basic BOM statistics: Best Build Time, Worst Build Time and Average Build Time
  • Set unique picking locations for individual BOMs
  • Multi-level BOM breakdown report
  • Assign default build location for each BOM
  • Customize BOM at time of sale

Picking Module

We've improved many features in Fishbowl to help you easily and quickly gather the materials you need. Check out the new enhancements that will help streamline your warehouse management:

  • Flag items that have changed since you last viewed them
  • Flag items where new inventory is available
  • New pick icons indicate availability and status
  • Easily check picking availability (Available, Started, Committed)
  • Improved picking flow closely models real inventory
  • Start a pick without committing inventory
  • Prompt for serial numbers entry
  • Suggest picking locations based on availability and preferences
  • Automatically find best inventory based on LIFO/FIFO and Pick-to-Clean preferences
  • Line item Start, Commit, and Void
  • Pick from WO location or location group
  • Automatically move inventory to WO or shipping locations
  • Search for Picks based on Customer Name, Order Info, or Carrier
  • Customizable Picking search Columns

Other Enhancements

In addition to adding many new features that will improve upon your inventory control processes, Fishbowl has improved the overall experience you'll have with the program! We've included additional enhancements like new, customizable GUI skins, search columns, and a navigation bar. Check out the latest version of Fishbowl to see just how great staying with QuickBooks can be!

2010.0 - Fixes

Accounting

  • 10717 QB Class names are not refreshed until reloading the client
  • 10745 Customer | export to Quickbooks always uses Main Address name
  • 17802 Standard cost values are wrong after certain steps.
  • 17971 Changing the standard cost after reconcile but before export causes in accurate quickbooks update

Address

  • 18289 Country not importing into Fishbowl

New Bill of Material

  • 4922 Edit BOM items of Configurable parts
  • 12058 Allowing the change of a UOM for optional parts on a BOM
  • 13256 The Ability to add a part to its OWN BOM
  • 13323 BOM notes are not refreshed until you hit the save button.
  • 14172 Changing item from standard to optional makes the parent part show twice in child part's details
  • 15272 Bill of Material Cost Roll Up...
  • 15273 Variable Labor on BOM...
  • 16985 Changing a optional type bill of material item to a standard type does not delete the associated records from the bomoption table

Consignment

  • 10118 CONSIGNMENT | three sided boxes in new location wizard.
  • 14019 Allow to specify sales rep when creating an order from the consignment module by customer's default salesperson.
  • 14620 Consignment search requires exact name
  • 15362 CONSIGNMENT / scrapping a tag with the module option turned on to not delete tags, still deletes tags

Core

  • 4231 Core - Login | The exit on the login button does not save the client position
  • 10143 Take out all the Maven1 build scripts for the main Fishbowl Trunk
  • 16523 Database size doesn't allow for file imports....especially PPVP

Customer

  • 9730 Mis-aligned buttons on the Groups tab
  • 11601 CUSTOMER | credit not deleting
  • 16187 Double click needs to work on "Customer Groups" step of New Customer Wizard

Email

  • 15629 Shipping wizard freezes when the default email address for customer only contains spaces
  • 17535 "Bcc sent receipt" option doesn't appear to do anything.
  • 17906 Email Template option, "@CUSTOMERPO" is broken.

Import/Exports

  • 11506 EXPORT | sales order export exports custom fields when you tell it not to.
  • 11507 EXPORT | inactive custom fields are exporting in the sales order export.
  • 11549 EXPORT | IMPORT | problem with sales order export/import with associated pricing.
  • 11850 Reorder level export exports inactive parts without clarification.
  • 15092 Part cost export instructions and column header "AvePartCost" needs to be changed to "AvgPartCost"
  • 15874 Part Cost Export | Average Cost field needs to calculate out to 5 decimal places
  • 16253 PO and SO export need to include the item headers as well
  • 18121 Inventory Quantities exporting blank
  • 17836 Company Module Image for the logo will not save full size image
  • 11136 Import | Importing a customer with more than one address doesn't work
  • 4158 Batch Cycle Count import displays weird text for Part Activity Log
  • 11332 IMPORT | when you import a new location it will not show up in drop downs until you restart your server.
  • 11345 IMPORT | add error when acct does not exist with asso price type.
  • 11389 IMPORT | no error when you have a dup code.
  • 11615 IMPORT | PPVendorPricing | You can enter weights into parts you should not be able to have weights on.
  • 13035 PPVP allows you to import/export info from/into an inactive Custom Field
  • 14339 Importing BOM allows you to change BOM for configurable parts while there is inventory in stock...
  • 15359 Default Locations: we need a better message for trying to change a Default Location to one that doesn't exist
  • 15795 SO import allows negative qtys to be imported
  • 17918 SO import says it will create a tax rate if it doesn't find it. It doesn't, it errors out.
  • 18036 Shopping cart imports no longer work in 2009.3
  • 18149 User import should not allow you to change the admin LG rights

Inventory

  • 9879 INV | Cycle count | batch file | Results indicates variances for data that matches
  • 11191 Costing Layers should show more than two decimals
  • 14329 WO's auto generated from a SO allow you to change the qty fulfilling and then causes errors and problems...
  • 16078 Cycle Count wizard allows you to cycle in Qty for non-inventory items.
  • 17349 Long tracking lists stretches the advances search window and won't allow you to search
  • 17806 Transfer yield of inventory from existing tag to new tag uses previous tags created date for new tag
  • 17852 Unable to delete SNs after importing too many from a file
  • 18035 Transfer Order causes tag to lose data about which work order created inventory.
  • 18047 Committed qty coming up negative
  • 18242 We should change the wording on the add initial inventory.
  • 18275 "Divide by Zero is not allowed" in the inventory module

Kitting

  • 12209 KIT | always manufacture part not allowed to use existing work order.

Location

  • 9352 Location "Types" should be sorted in drop-down list

Part

  • 15600 Rearranging or sorting items in the part module BOM tab acting strange and not moving or saving.
  • 6725 Part | Inventory tab needs a link to the Inventory Module
  • 3524 Add ability for a part to have multiple BOM lists (recipes)
  • 8703 Show what parent BOM's a non-inventory part is associated with
  • 9565 PART | Image Options | Two different error messages; they require two different sizes
  • 9897 Part | UOM is lost going back to the add initial inventory screen
  • 11443 Cannot turn off tracking unless all orders are in an entered status
  • 13342 Part | Details Tab | The product box and buttons should be disabled for Overhead and Labor parts...
  • 13393 Shortcut keys do not work in BOM table
  • 15583 PART / when creating a new tracking type, we should enable the dropdown when moving to it.
  • 17026 Turning on tracking after you already have parts in inventory does not get logged
  • 18213 Long part descriptions do not show at the top of the part module

Pick

  • 14428 Create Module Option to show/hide the Commit button in Picking
  • 11888 When new inventory is available don't auto allocate to WOs
  • 13926 Add more parameters to the "Advanced Search" in Picking module
  • 5825 Configurable parts should show up in picking when short/building
  • 6148 Pick | Voiding a short pick creates extra pick items
  • 9072 Pick breaks up a line item on an SO into multiple items on a Pick.
  • 5123 Make WO use the same Picking as the SO
  • 5956 Update to JDC components Picking module SO sort should default to SO #, not Pick number
  • 6650 Problem with the picking process, having to double check your pick after printing out and picking your order.
  • 7931 ability to void individual line items on a finished pick without voiding entire pick ticket
  • 11310 PICK | the total time is not working correctly
  • 11665 Database - Paw Naturaw pick reverting to old lot number when finished
  • 11684 advanced searching picking module freezes computer
  • 12286 6.0 Picking overhaul
  • 12422 The completely fulfillable button is not taking into account the module option
  • 13364 Auto pack option creates a misleading error in picking module
  • 15013 Editable columns in the Picking search pane.
  • 15313 UOM problems convert fishbowl to always store in a Base UOM
  • 15773 2 Started Picks say that they are picking same serial number
  • 15904 picking speed is not adequate for our users with more than100 pick items.
  • 17697 Changing the location group to pick from in picking does not update the available quantities properly.
  • 17879 Tag and Location info blank in picking
  • 17940 TO Pick destination changes after void
  • 18169 Apostrophe in Serial Number causes error in Picking

PO

  • 17690 Auto PO is not consistently working
  • 17973 New picks are created when changes are made to outsource PO's that have been shipped.
  • 18086 Only the admin can change the fulfillment date on PO.
  • 18341 Date completed changes when a custom field is typed in.

POS

  • 11745 POS | Search | Search does nothing
  • 15628 POS / left button doom / the left button will not go away.

Product

  • 10199 Product/Kitting | UPC and SKU text fields are mis-aligned
  • 10604 Product | Can't add an Associated Price to an unsaved Product
  • 12916 Create a hyperlink in the Product module that would pull up the Inventory module.

Receiving

  • 17232 Serial Number panel won't grow with a resize in wizard
  • 18120 Reconciling billed cost rounds and is misleading in step 1

Reports

  • 4714 Print/Email multiple SO/PO/WO, Invoices, packing lists, picking lists in a batch mode
  • 13902 Inventory | Turnover Report | Does not run in large databases
  • 4839 Convert Reorder Report to iReport
  • 2944 Customer requests module option to show unshipped items on packing slip
  • 4634 Inventory | Reorder Report | UOM should show on Qty Needed
  • 5108 SO Module Option "SHOW BOM option on WO Items" is broken
  • 11964 WO | Work Order Cost | Need to add projected cost
  • 16240 Labels | Not printing correctly
  • 17452 PDF should be the default option when you save a report.
  • 15374 New Report | WO Summary Report
  • 15703 Have auto date range read the default date range module option
  • 11943 Export button in the report module, does not export information show on the screen.
  • 1278 Part | Part Activity | Doesn't show serial tracking changes
  • 3183 Ability to log user log in and log outs
  • 3388 Would like to be able to filter reports that deal with customers
  • 3533 A Estimated Cost of Manufactured Part report is requested.
  • 3782 Inventory | Reorder Report | Does not include not available inventory
  • 4411 Need a Capacity Manufacturing Report
  • 5010 have a report that is exactly like the Reorder Report, but doesn't have to be backordered to show
  • 6604 update product catalog to use a direct link instead of the util
  • 6631 Vendor performance Report
  • 8295 SO | SO Report | Use the user's first name instead of the username
  • 8433 have ability to track individual fulfillment dates in PO reports
  • 8844 Pick Ticket needs to show the shipping carrier
  • 9040 REPORTS | have on hand with tracking report only show parts with tracking,
  • 9284 Reports | Parameters | Dialog parameters don't line up
  • 9819 A configurable BOM should allow for which items get included on the SO and Invoice for customer's convenience.
  • 10142 Enhancement | sort the BOM breakdown by BOMs
  • 10352 Add "available" qty to the Reorder report
  • 10794 SO | SO Invoice | Does not show which line items are taxed
  • 10915 PART | BOM Breakdown | BOM part is split
  • 11005 Inventory | Reorder Report | Report runs slowly
  • 11111 REPORTS | put the "Vendor Acct Number" on the PO.
  • 11329 DATABASE | when you change the description of a part and save it, it will not up date in the BOM item table.
  • 11366 Reports | Ideas to make Reporting easier
  • 11639 Inventory | Reorder Report | Part filters have shifted to the right.
  • 11987 PRINTING | Add option for number of copies to print
  • 12154 Pick Report & Ticket | Display's wrong item status when pick is not started
  • 12171 PART | BOM Breakdown | Goes into an infinite loop
  • 12290 Reports | Database caching search parameters
  • 12412 Reports | Customization dialog scrolls down as you look for a part
  • 13663 Reports | Need to redo the auto-sorting functionality
  • 14310 Add a module option to choose whether the Packing List report show the customers PO# or not.
  • 15007 Part | Part Committed | Doesn't account for partial orders
  • 15046 WO | WO Report | Search by a part number
  • 15206 Reports | Speed Test | Reports takes like 7 times longer to load than other modules
  • 15286 Make Customize Report Button Bigger
  • 15418 Labels | Label One Off Reports | You can't change the margins when printing
  • 15660 Create new Reports for new WO process
  • 15712 Need to add "Home Button" that will run the report center report
  • 15760 Built In Reports | Can't be saved to PDF
  • 16018 REPORTS / be able to hit ctrl + p and print
  • 16229 Customers would like to be able to access the advanced properties for printers in print dialog
  • 16804 Part | ABC Profile | Show days left even when per day is a decimal
  • 16870 Reorder report should split quantities into location groups with the "by location group" reorder point option.
  • 16897 The WO export report needs to have the Work order number and a link to the WO.
  • 17042 Inventory Variance Report will not run on normal size databases, unless you choose 1 day
  • 17181 BOM Report notes overlap item-description
  • 17240 TO Summary | parameters should show the complete name
  • 17326 Receiving History doesn't allow to only show customer or vendors
  • 17330 Product List without product tree information shows product twice
  • 17379 SO Invoice | Ship To box loses the bottom line
  • 17502 Compare sales by month report doesn't calculate correctly
  • 17526 'Customer Price List' report doesn't work inside of Pricing Rule or Customer modules
  • 17537 MTD sales report parameter "Number to Show" needs to be removed
  • 17588 Sales By Month Report does not take into account UOM conversions
  • 17634 On Hand with Tracking | Export to CSV a little off
  • 17650 PO Report barcode is broken.
  • 17686 Receiving history report shows misc by default. There should be a checkbox filter for that
  • 17702 The customer statement is calculating the grand total balance wrong.
  • 17717 The Sales Order Summary report is not showing the correct Shipped subtotal.
  • 17728 Margins by Product posts credit return orders with positive Sale price and Total amount.
  • 17738 In shipping module, hitting file>print preview runs a bad packing list
  • 17787 Packing list for TO's is calculating the QTY remaining wrong...
  • 17821 The Kit Report show cost per item instead of total cost on kit items making the kit cost incorrect.
  • 17845 Single Part Barcode Avery Description inaccurate
  • 17854 Sales Order Tracking Report Pulling Erroneous Tracking Info Into The Report.
  • 17932 Remove qty check for null within the report
  • 17937 WO flag report is pulling wrong UOM
  • 17951 Packing List - Option to show only Kit Headers doesn't work
  • 17981 Purchase History Report duplicates records when customer belongs to more than one Group
  • 18018 WO | Work Order Report | Shows incorrect quantities short
  • 18027 Tag Barcodes Avery | Won't load if you select the part# parameter
  • 18054 reports / margin reports may not got to 5 decimal places
  • 18055 REPORTS | Manufacture Order Projected cost not using UOM's
  • 18089 Transfer Order Packing List switches the country fields on addresses
  • 18102 When you run On hand with tracking and check the "show parts with zero qty" it breaks the report.
  • 18109 Part Committed Report does not accurately reflect "In Transit" inventory for TO and PO(outsource) orders
  • 18130 Price Discrepancy report shows wrong salesperson info
  • 18145 SO summary Shipped Column not Totaling
  • 18174 On Hand By Date Report Wrong Qty When Location Filter Is Used.
  • 18191 Update all reports with barcodes to use Barbecue
  • 18212 Update Available field in reports to display the same calculation as the inventory module
  • 18247 transfer order summary date filter not working
  • 18252 Inventory Valuation and On Hand By Date Calculating FIFO and LIFO incorrectly
  • 18260 MTD Sales report date range filter does not work
  • 18270 Keyboard Shortcut for refreshing reports....
  • 18276 Product catalog/product catalog by product tree reports need stretch on description
  • 18285 Ship | Packing List | Show current back ordered items
  • 18287 MTD sales is not pulling the correct dollar amounts
  • 18324 Inventory | Costing Layer Valuation | Pull original qty and cost for fulfilled costing layers
  • 18365 Customer Address Labels report don't sort correctly or even at all.
  • 18369 Tracking reports cannot run wildcards.
  • 18389 Put the part number parameter back into the on hand by date report
  • 18418 Part List | Add inactive/active checkbox
  • 18434 When viewing the packing list from the shipping module it won't allow you to change the order number

RMA

  • 17363 RMA. Note field on separate line items all change to one note when resolved
  • 17470 Replacement types create a negative amount on the cross shipment SO

API

  • 11071 so's settaxRateName should be named setTaxRateName (w/the capital T)

Shipping

  • 14011 Search Pane | need an appendage for partial transfer orders
  • 13517 Shipping module is not passing the order id to the report when customized.
  • 17098 Shipping | Location label is too short. Should be a field
  • 17233 Error messages when hitting the Ship button in ship module
  • 17346 Advanced Search in Shipping Module Does Not Include All Shipments For a Customer
  • 17556 Shipping Tracking number can't be copied from the carton
  • 17632 Deleting cartons does not updated the cartoncount field on the ship table
  • 17936 Cannot split non-inventory shipping items into multiple cartons...
  • 18215 Carton multiplies product weight when UOM conversions are used.

SO

  • 2572 Need a way to accept the return of a configured item
  • 13642 Duplicate SO doesn't create a WO for a part set to always manufacture
  • 7414 Class dropdown of SO Item Details shows inactive Classes
  • 9341 Insufficient Inventory dialog pops up when changing quantity
  • 10588 SO Advanced Search - Returns Multiple Items for a search
  • 10665 The SO item notes shows "Note" on the QB invoice.
  • 10740 SO Advanced Search returns the same order multiple times
  • 11654 Discount is always added as the last line item
  • 16717 SO | Misc. SO items have extra "Cost" tab
  • 16721 SO | Cost tab for Kit shows cost of previously loaded item
  • 18014 vendor is spelled wrong on the SO screen
  • 18146 Vendor PO field won't auto populate for an SO to PO

Taxrate

  • 10746 Editing a Tax Rate updates Fulfilled SO's

Terms

  • 10610 Typo in the terms module title
  • 18189 Changing the default payment term doesn't affect the SO

TO

  • 13002 Carrier in Details tab of TO is not default

General UI

  • 7490 Changing module group causes weird resize
  • 7887 Several disabled state updates
  • 10659 Combo box doesn't collapse when clicking arrow
  • 11170 UI | three sided box in the edit ship to address in the SO.
  • 12144 WO search bar won't allow you to sort by the SO column header.
  • 12448 make enter the default focus action thing for the ok button on accounting export
  • 15732 Program Options | Unable to change tab position
  • 15733 Program Options | Client Layout combo box always displays "Tabs"
  • 16165 TO, Receiving and Pricing rules are missing the "General Module Information" label that older modules have
  • 16411 Update to new JIDE component library.
  • 16987 Clean up Look and Feel
  • 17866 Hide Navigation bar setting does not keep it's check mark.
  • 17890 Update Fishbowl to run with the Latest version of Java.

UOM

  • 9088 Better error message or prevent the user from converting from one UOM to itself
  • 10427 UOM | SO | when using the arrow keys to select a UOM in the SO order Items details wizard the warning pops up every time.
  • 13332 Once you create a UOM you cannot delete it.

User Group

  • 4436 User Group | Admin user shows up in the User module.

Vendor

  • 5993 Advanced Search of City/state pulls vendor twice
  • 15417 Need a better error message when you don't have any active Shipping Terms and you are creating a new Vendor

WO

  • 11712 WO | Disassemble WO cannot finish due to total of item costs greater than the parent part's cost
  • 15815 WO / bill of materials / the move up and move down is messed up /
  • 4204 New BOM Item type to handle one-time setup charges
  • 11378 WO Note field truncates after 100 characters
  • 11190 Raw materials for work order pulled only from specified location group even if user has access to all location groups
  • 11395 Setting WO number to be all text causes FB to go crash
  • 15435 Changing WO item pick qty doesn't update inventory allocated and available amounts
  • 15769 Be able to finish WO's for more than originally created.
  • 9963 Creating new tags will create the same tag when more than one is created for an operation.
  • 4418 Creating WO for Parts set to Always Manufacture should have a test to see if inventory qty is available
  • 6530 Pick Ticket and Finish wizard both need to include Labor and Overhead items
  • 6786 Need ability to change where WO picking will default to
  • 7298 UOM name vs code display inconsistency in the WO module
  • 7731 Box "Adjust Pick for Partial WO" to be unchecked by default
  • 8972 Increase the size of the WO "Note" field
  • 9234 pick pulling qty from work order not sales order
  • 9901 Allow items on WO that are not multiplied by the total
  • 9962 WO | add error message for when someone hits view with nothing selected.
  • 10147 WO |the edit and delete item buttons on the WO BOM screen are enabled when the rest are disabled
  • 10187 WO | Sales Order number does not stay after WO is finished.
  • 10261 WO | Finish Build Wizard - Formula is not very readable
  • 10346 WO module. can't sort search field by SO.
  • 10572 WO won't show decimals of part qty when SO is created on an always manufacture part
  • 10712 WORK ORDER | error when changing pick location of pick item with partial WO.
  • 11194 WO Overhaul
  • 11440 WO will only show you up to 14 sub WOs tied to the top WO
  • 11759 Cancel| Do not want previously added items to disappear or be removed
  • 11797 line item can't be deleted on a started work order
  • 11899 WO | Disallow fractional UOM amounts for non-each UOMs
  • 11910 WO | saving memo takes to you general tab, other memos don't do this.
  • 12100 Customer wants standard BOM's set to always manufacture to be attached to the SO in the same way a optional BOM is
  • 12137 WO Pick | Duplicate pick prevents fulfillment of repair WO
  • 12139 WO Pick | Duplicate allows more parts to be added than are in stock
  • 12274 When I delete an item off of a disassemble wo it unsorts the parts, then I can't resort them
  • 12990 If picking serialized parts that are committed to the current WO, you can't pick which ones to finish...
  • 13917 Ability to set a class for a WO...
  • 13968 Optional groups should be able to use different UOMs
  • 13971 UOMs should not be able to change when items are in an BOM
  • 14131 "needed" field necessary when adjusting quantities for bom items when finishing work order
  • 14960 Sub WO are not created when inventory is available.
  • 15151 WO accounting module option doesn't allow you to change cost on finish wiz "journal entry"
  • 15232 repair edit serial number dialog don't allow you to change a serial number
  • 15420 Ability to create a Blanket Work Order for mulitple parts
  • 15729 Editing quantity on pick with Serialized Parts in WO module.
  • 15873 Go forward and back in Finish Wizard for work order can cause the tag the inventory is placed in to be wrong for parts that use tracking.
  • 15960 Cannot create a repair WO on new MFG parts
  • 16000 WO is losing the Sub WO information
  • 16036 Pull Location Group from SO when creating a always manufacture wo
  • 16174 WO | Finish | Repair | When you finish a repair work order
  • 16531 Sorting, then deleting an item off of the BOM of a started work order deletes the wrong item.
  • 16760 Cannot delete a BOM if it has option groups on it
  • 17542 Cannot create a new work order when there is only one location group and location group tracking is not enabled
  • 17659 MO | Enter doesn't work in BOM combo box unless drop down table is visible

2009.3 Released - 6/29/2009

2009.3 - New features

Ability to Modify Fulfilled Sales Orders and Purchase Orders

  • After a Sales Order or Purchase Order has been Fulfilled, users with given rights will be able to modify the information beneath the Details, Memo, and Custom tabs. This includes the ability to change the Fulfillment Date, Shipping Terms, Payment Terms, FOB, Carrier, Custom Fields, and to add Notes or Memos to the order. This does not include the ability to modify costs, customers, or items currently on the order. Any changes made to Fulfilled orders that have already been exported to QuickBooks will not update QuickBooks. [8204]

Sales Order and Purchase Order Enhancements

  • - The Sales Order and Purchase Order number field has been increased from 15 to 25 characters. [6618]
  • - Purchase Orders now have two number fields for associated Sales Orders. Likewise, Sales Orders now have two number fields for associated Purchase Orders. These fields are found beneath the general tab of both the SO and PO modules. [5056]

Company Wide Default Payment Terms

  • Default Payment Terms may now be specified Company Wide. [4408]

New Alert if duplicate PO numbers are entered onto a Sales Order

  • To prevent two Sales Orders from being issued for a single customer's purchase order, Fishbowl will now create an alert for users who try to enter a PO number into a Sales Order if the PO number already exists in the system. [11913]

Improved Picking Speed for items with tracking

  • Database enhancements were made to increase speed and efficiency when picking items that are being heavily used by tracking methods. [17328]

2009.2 Released - 3/27/2009

2009.2 - New features

Custom Tracking

  • Custom tracking for tags allows the user to change the name of the tracking item to better match their industry, for example, color, size, lot, or batch. It also allows for adding additional tracking fields which can track text, dates, expiration dates, money, quantity, count, check boxes, and serial numbers. Multiple serial number tracking items can be applied to the same part. This would allow the user to track multiple serial numbers per item such as an internal serial number and a vendor serial number.

Improved Pricing Rules

  • The pricing rules have been rewritten in order to provide a more robust set of pricing rules. Fishbowl now provides the ability to create pricing rules that calculate prices according to Markup/down, Gross Margin, Percent, Amounts or a Set Price calculations. All but the last of these rules can be based on Average Cost, Default Vendor's Cost, Last Cost, List Price, Product Price or Standard Cost of the Product/Part. You can also specify if and how you want to round your prices.

New Setup Wizard

  • The setup wizard has been revamped to include steps that allow you to setup location groups, users, and to schedule a backup. There is an extra step for some commonly used module options. You are also now able to configure Authorize.net in the Setup Wizard. A major change is that the costing method must now be selected when creating a database instead of during the setup wizard. The changes to the setup wizard encompassed changes that occurred to the Accounting Configuration wizard as well, which include a better workflow with all instruction steps near the front.

New Report Template

  • The reports have been redesigned to look more like QuickBooks reports while still keeping a clean and functional look.

2009.1 Released - 11/18/2008

2009.1 - New features
  • The customer number can now be specified during the New Customer wizard.
  • Part, Product, and Bill of Material UOM's can now be updated through the Part UOM import.
  • Products can now be assigned a default class.
  • Customers can now be assigned a default carrier.
  • New Shipping Terms can now be created.
  • The PO Item search combo box can now be limited to only show the parts available for purchase from the selected vendor.
  • Multiple locations can now be deleted at the same time.
  • The UPS and FedEx views now provide a multi-line address.
  • Sort orders in search windows are no longer case sensitive.

2009.0 Released - 7/31/2008

2009.0 - New features

Access Rights

  • Fishbowl now has the ability to grant access rights on a more granular level than before. Including everything from Read Only (View) access rights to the ability to provide a manager override to change a price, etc.

Customizable Today Module

  • The Today module can now be customized to show the information specific to any user. 10 different gadgets can be placed wherever and however the user wants.

5.2 Released - 11/09/2007

5.2 - New features

Report Printer Settings

  • Fishbowl now has the ability to specify what printer each report prints to. This can be set on a system wide and per user basis.

Report Searching Capabilities

  • The Report module now has a Search tab to allow users to search by name or description of a report.

Accounting

  • Accounting features have been enhanced and approved when handling shipments and manufacturing.

5.1 Released - 8/31/2007

5.1 - New features

Kitting

  • Fishbowl now has the ability to define and sell Kits. Kits are a group of products that can be sold or added to a sales order at the same time.

Memorized Reports

  • Report settings can now be saved on a per user/per report basis. This will allow each user to specify how they want reports to run. These setting will follow the user from computer to computer. It will also allow the user to specify a global default for the Date Range, Location Group, and Salesperson parameters.

Substitute Products

  • Substitute products can now be specified for each product. When the given product is out of inventory and is trying to be added to a sales order, a list of substitutes will be presented to the user as an alternative.

Core Products

  • Core products will allow the user to specify another product or products that should also be added to an order when a specific product is added.

User Interface

  • A new tabbed interface design will allow users to open and navigate between modules quicker and more efficiently.
  • A new list component will make searching for and selecting list items easier than ever. With multiple columns and the ability to add new list items at any given time, the component will not only make it easier, but faster. For example, when selecting a product, the list will now display the Product Number, Description, UOM, and Product type.

5.0 Released - 5/25/2007

5.0 - New features

Consignment

  • The new Consignment module can be used to manage inventory in a consigned, or off site location. [961]

Costing Methods

  • Fishbowl now supports three different costing methods, each of which can still be used with QuickBooks. [2847] - Average Costing - LIFO/FIFO Costing - Standard Costing

Receiving Overhaul

  • The Receiving module has been enhanced and updated. There are many new features and enhancements to help improve the speed and efficiency of the module. Of note is the order based picking instead of the part based of previous versions. It follows along the same ideas of the Picking Overhaul from 4.5, including the ability to see the status of orders at a glance. [3539][3884][3921][4725][4996][5272][5304][5322]
  • Reconcile [1674][2357][2846][2875][3194][5039] - Purchase orders can now be reconciled before they are passed to QuickBooks.
  • Landed Costs can now be added to orders, and the cost spread between parts, when reconciling an order. [2451]

RMA (Return Merchandise Authorization)

  • The new RMA module can be used to create an RMA to track the items being returned from a customer. [3328]

Transfer Orders

  • The new Transfer Order module can be used to transfer parts between different warehouses or locations within your company. [4063]

Accounting

  • QB SDK 6.0
  • When Carton-Based shipping is enabled, carton tracking numbers will be included on the Shipping line item description when exporting to QuickBooks. [2454]
  • Sales Order numbers will now be exported into the QuickBooks Invoice number field when the module option is enabled. [4733]

Core

  • Many objects inside of Fishbowl can now be duplicated. This includes Parts, Products, Sales Orders, and Purchase Orders. [4707][4897]

Customer

  • Customers can now be assigned a Unique Number that can be used to identify them. [4386]

Purchase Order

  • A Bill can be created before a PO before it has been received by turning on a module option and Reconciling. [2306]
  • New parts can now be created from the Purchase Order module if the user has rights to the Parts module. [2358]
  • Drop Shipping can now be done by creating a Drop Shipping line item type on a sales order.[3200]
  • Items can now be created as an Outsource type that will allow it to be outsourced for processing by a Vendor. [3523]

Sales Order

  • Shipping is now created as a line item on a sales order. This allows for multiple shipping charges and the ability to tax them. [3222][3803][4098]
  • New parts/products can now be created from the Small.Sales Order.png Sales Order module if the user has rights to the Part/Product modules. [2358]
  • Drop Shipping can now be done by creating a Drop Shipping line item type on a sales order.[3200]
  • Tax Line Items can now be created on a sales order, allowing for more than one tax to affect an order. [5126]