E-QUANTUM REVISION HIGHLIGHTS

TABLE OF CONTENTS


Revision highlights for e-Quantum version 10 (since June 27, 2011)


MARCH 20, 2013 top   prev(3/5)   next(none)

Accounts Receivable: Order Entry: Q-Net: Q-Send:

MARCH 5, 2013 top   prev(2/12)   next(3/20)

Order Entry: Q-Net: Q-Send:

FEBRUARY 12, 2013 top   prev(2/11)   next(3/5)

Order Entry: Q-Net:

FEBRUARY 11, 2013 top   prev(1/23)   next(2/12)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Order Entry: Q-Net:
Q-Send:
Goldmine:

JANUARY 23, 2013 top   prev(1/3)   next(2/11)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Accounts Receivable:
General Ledger:
Inventory:
Order Entry:
Q-Net:
Q-Send:
Report Export Manager:
Goldmine Interface:
Digital Manager (online):

JANUARY 3, 2013 top   prev(11/27)   next(1/23)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Accounts Receivable:
General Ledger:
Inventory:
Order Entry:
Q-Net:
Q-Send:
Report Export Manager:

NOVEMBER 27, 2012 top   prev(11/20)   next(1/3)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Accounts Receivable:
Order Entry:

NOVEMBER 20, 2012 top   prev(11/13)   next(11/27)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Accounts Receivable:
Inventory:
Order Entry:
Q-Net:

NOVEMBER 13, 2012 top   prev(11/7)   next(11/20)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
Accounts Receivable:
Inventory:
Order Entry:

NOVEMBER 7, 2012 top   prev(11/1)   next(11/13)

Accounts Receivable:
Inventory:
Order Entry:
Report Export Manager:
NOVEMBER 1, 2012 top   prev(10/18)   next(11/7)

Accounts Payable:
Accounts Receivable:
Inventory:
Order Entry:
Order Entry:

OCTOBER 18, 2012 top   prev(10/12)   next(11/1)

General:
Order Entry:
QSend:

OCTOBER 12, 2012 top   prev(10/11)   next(10/18)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Order Entry:
OCTOBER 11, 2012 top   prev(9/27)   next(10/12)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Inventory:
  • Feature: Sending Reorder Notice - Stock now sends to the Purchasing contact.
  • Feature: Add ability to send Stock Reorder Notices to the Item Reorder Contact. The system will automatically look for a line item reorder contact first, if one is not found it will send to the Purchasing Contact.
  • Fixed: The Release Report - Sell has been updated so that transaction type does not print on a separate page, it will print at the end of the report.

Order Entry:
  • Feature: The Client Profile Report has had the Product Group range option enhanced to allow Selections, not just a range.   (reschedule)
  • Feature: In AR Invoice editing we have added the balance due column.
  • Feature: We have added an order source range selections to the Sales Analysis Report.   (reschedule)
  • Fixed: Special Pricing on the Summary Bill will is now printing correctly.
  • Fixed: Adding a reorder date to a release for a corporate client item no longer marks the suppress reorder button on the item.
  • Fixed: The Consolidated Printing of the Invoice is now bringing in base stock correctly for imprint items.
  • Fixed: The Retail Sales Analysis is no longer dividing the Client price by the number ordered.
  • Fixed: The Export Summary Bill is now bringing in all special pricing per item.
  • Fixed: Scheduled recurring invoices are now building and sending correctly.
  • Fixed: The OE open invoice report is now returning data correctly based on the As of Date Range selections.

Q-Send:
  • Feature: The Client Export now includes a column for the Inactive flag.
  • Fixed: The EDI import of X12 invoices will now update the GL Disbursements correctly after expensing to the PO.


SEPTEMBER 27, 2012 top   prev(9/20)   next(10/11)

System:
  • Fixed: We have removed the extra "s" in the heading of display ship to.
  • Fixed: CSV imports should now function correctly.

Accounts Receivable:
  • Feature: In AR Receipts Editing, Selections, for Open Receipts only, we have added a PO number to the display Users may need to open the window wider to the right to be able to see the PO number. There is no heading, the PO number is shown to the right of the Prd./YR.

Q-Net:
  • Fixed: In QNet , QNet Maintenance, Internet Configuration, Upload tab we have removed the Show Upload Results in Browser option.
  • Fixed: When uploading to QNet a new Upload Status bar has been added. This will display during the upload and is located in the lower left of the e-Quantum Screen. This status bar will show that the upload is still processing and will automatically close when the upload is complete.


SEPTEMBER 20, 2012 top   prev(9/13)   next(9/27)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Feature: We have added a new range selection to the Aged AP report. The selection is Report Date and that will give you an "As of Date".   (reschedule)
  • Fixed: Internal Vendor costs are now pulling through to the invoice when the item has a multi-vendor that is expensed.

Inventory:
  • Feature: The Inventory Valuation - Sell and Cost Report have been added to those available in the Report Export Manager. The Sell has been added to the export of the cost version.   (reschedule)

Order Entry:
  • Feature: The Export of the Sales Analysis Report is now showing the Vendor ID and Vendor Name for the items coming from the PO line item. The Vendor ID and Vendor Name will not be included for Special Pricing, Add on charges or Releases.
  • Fixed: The Order Acknowledgment, both formats 1 and 3 are no longer printing Shipping info in the body when there is no split ship.
  • Fixed: The Order Acknowledgment, form spec format is no longer printing 2 pages unless the form spec contains a lot of information.
  • Fixed: Landscaped version of the OE invoice, are now printing correctly when "Show $0 special pricing on invoice = no is taking away the cost, only want sell not to show. It will show no sell or description, but the cost will print in the stub.
  • Fixed: Batch printing of Invoices is no longer carrying over special pricing cost to invoices that have no special pricing.


SEPTEMBER 13, 2012 top   prev(9/6)   next(9/20)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Inventory:
  • Feature: We have added an Item ID Range Selection to the Monthly Usage Analysis Report.   (reschedule)

Order Entry:
  • Feature: The export for the Sales Analysis Report now includes the Vendor ID and Vendor Name for purchase order items.
  • Feature: The export of the Sales Analysis Report now includes the ship to address.
  • Feature: Order acknowledgments are now including the Primary ship to address in the split ship information.
  • Feature: The export of the Client Savings Analysis now includes the quantity shipped.
  • Fixed: Auto -Invoicing warehouse releases now pulls in the correct freight cost and sell.
  • Fixed: The Invoice Ship To report range selection "Preprinted Form Yes or No" is now saving correctly.
  • Fixed: The invoice Printing Range Selection "Show 0$ Special Price, Yes is now functioning correctly for all landscaped invoice formats.
  • Fixed: The Attention field from the split shipments on the PO now populates the attention fields in the invoice split ship.

Q-Send:
  • Feature: We have added the Consultant code to the Export Summary Bill.

Report Export Manager:
  • Feature: The export for the Sales Analysis Report now includes the Vendor ID and Vendor Name for purchase order items.
  • Feature: The export of the Sales Analysis Report now includes the ship to address.
  • Feature: The export of the Client Savings Analysis now includes the Quantity shipped.


SEPTEMBER 6, 2012 top   prev(8/8)   next(9/13)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Fixed: Checks dropped in the check reconciliation process will also drop from the Void checks area.
  • Fixed: When running checks deselecting a check from the Post function now functions correctly.

Accounts Receivable:
  • Fixed: Receipts editing now displays invoices in the correct sequence when sorted by Invoice number.
  • Fixed: Finance charges will no longer appear to calculate when NO to calculate is selected.

General Ledger:
  • Feature: The GL Trial Balance Report has been added to those available in the REM.   (reschedule)
  • Feature: The GL Transaction Detail Report now has the period beginning balances.

Inventory:
  • Feature: The Warehouse Pull Report has been added to those available in the REM   (reschedule)
  • Feature: The Inventory Valuation Cost now has Report Totals that match the format used on the Inventory Valuation Sell Report.
  • Fixed: Verifying Last Activity in Item maintenance will no longer clear the backordered quantity from the Orders Tab.

Order Entry:
  • Feature: We have added a new column to the Active Order Report Export...Expensed Y or N.
  • Feature: We have added the Client PO number and Ship to ID to the export of the Client Savings Analysis.
  • Feature: We have added a new report in OE Reports > Invoice Reports -- The O/E Open Invoice Report. When run it will pull in all open (unpaid) invoices based on the range selections. This will report will be included in the reports available in the Report Export Manager.
  • Fixed: Split shipment information on a Purchase order is now populating the invoice correctly.
  • Fixed: Format 2 of the PO Summary Report is now pulling in the Attention from the Ship to.
  • Fixed: QNet orders with both non-stock and Resupply Items will now generate correctly, non-stock orders to ship to the cost center, Resupply items will use the Global ship to.
  • Fixed: When generating QNet orders if the ship via code is not valid or does not exist we will use the client default.
  • Fixed: Internal line item numbers have been added to PO Items and Special Pricing. This will allow coupons to not be divided between the shipto's on the Summary Bill, Export Summary Bill and Consolidated printing of an invoice.
  • Fixed: On the Quote to Client choosing Yes for preprinted format now suppresses the company logo.
  • Fixed: The Vendor Sales Report - Cost, prints the line item only once even when the item has multiple special pricings.
  • Fixed: All 3 Form Spec PO formats have had the Client ID moved from in front of the Ship ID and Ship ID moved to the left.
  • Fixed: The Active Order Report has been updated so that column align properly.
  • Fixed: Invoice formats have been updated to allow for an Item ID that is 15 alpha characters long.

Q-Net:
  • Fixed: The QNet Order pending bubble is now displaying correctly. (Showing both if orders are pending download or orders have not been generated).

Q-Send:
  • Feature: The Export Summary Bill has a new column for Paid Date.
  • Feature: We have added a new column showing the Credit Card used if paid invoice to the Export summary Bill. It will display Visa...1234.

Report Export Manager:
  • Feature: The Warehouse Pull Report has been added to those available in the REM   (reschedule)
  • Feature: The GL Trial Balance Report has been added to those available in the REM   (reschedule)
  • Feature: We have added a new column to the Active Order Report Export...Expensed Y or N.
  • Feature: We have added the Client PO number and Ship to ID to the export of the Client Savings Analysis.
  • Feature: The O/E Open Invoice Report has been added to those available in the REM.


AUGUST 8, 2012 top   prev(7/13)   next(9/6)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Receivable:
  • Feature: The AR Ship Report has been added to those available in the REM   (reschedule)

Inventory:
  • Feature: In Item Maintenance, we have added the ability to copy Properties from one Item to another.
  • Feature: The Active Release Report - Cost format has been added those available in the REM   (reschedule)
  • Feature: The Active Release Report - Sell format has been added those available in the REM   (reschedule)
  • Feature: The export of the Release Report - Sell now includes the Custom Ship-to Addresses.

Order Entry:
  • Feature: The Cost from Activity Codes is now printing on the Active PO Report.
  • Feature: Export Summary Billing, cost included version, now includes cost from activity code, (special pricing)
  • Feature: The Client Profile Report has a new range selection; "Print Attributes" Yes or No.
  • Feature: We have added format 2 to the PO Summary Print option.
  • Feature: Shipping information has been moved into a new menu option, OE > OE Maintenance > Shipping Which contains Shipping Carrier Setup, Shipping charges set up and Shipping Method Code set up.
  • Feature: The Export of the Active PO report now includes the multi vendor and special pricing information.
  • Feature: In Commission Setup the commission percentage can be taken out to 4 decimal places.
  • Feature: In Commission Setup we have added a Units option for basis.
  • Fixed: On the Summary bill for a credit invoice, the freight is now coming in as a negative amount.
  • Fixed: The Active PO Report is now calculating the Total Extended Cost correctly when 2 sorts are used.
  • Fixed: The PO Expense Report now pulls in the Vendor's invoice date for expensed items.
  • Fixed: The Standard format of the PO order acknowledgement no longer prints pricing when the print pricing option is No.
  • Fixed: The PO Packing List now pages breaks by ship to and by ship via.
  • Fixed: The Invoice format, Compact Remit Stub is now pulling the large logo format.
  • Fixed: PO Packing list are now page breaking correctly when run in a batch.
  • Fixed: The Form Spec PO Landscaped format has the Line Item Vendor Instructions Printing in the correct area
  • Fixed: On Releases generated from back orders, the line item Client PO number is now populating correctly.
  • Fixed: The "Print remarks" selection in warehouse release printing now functions correctly.
  • Fixed: You can no longer generate a repeat PO for client on Hold through order history.
  • Fixed: All Purchase Order formats now prints the client ID above the Split Ship Instruction Box.
  • Fixed: The Active PO Report, Client Sort now subtotals and totals correctly.
  • Fixed: Creating a PO from Order History now pulls in the client's OE contact to the PO Bill to.

Q-Send:
  • Feature: Shipping Notices are now logging to the Batch PDF email log.
  • Feature: The Export Summary Bill print range selections now include an option for Paid Status, you can select Unpaid, Paid or Both.

Report Export Manager:
  • Feature: The Active Release Report - Cost format has been added those available in the REM   (reschedule)
  • Feature: The Active Release Report - Sell format has been added those available in the REM   (reschedule)
  • Feature: The AR Ship Report has been added to those available in the REM   (reschedule)
  • Feature: The export of the Release Report - Sell now includes the Custom Ship-to Addresses.


JULY 13, 2012 top   prev(7/12)   next(8/8)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Order Entry:
  • Feature: The HTML quote when sent displays a window showing the recipients. You have the ability to delete a recipient if needed.
  • Fixed: Batch Printing of Purchase Orders will no longer crash e-Quantum.
  • Fixed: Batch Printing of Releases will no longer crash e-Quantum.

Inventory:
  • Feature: The Active Release Report - Cost has been added to those available in the Report Export Manager.   (reschedule)
  • Feature: The Active Release Report - Sell has been added to those available in the Report Export Manager.   (reschedule)

Report Export Manager:
  • Feature: The Active Release Report - Sell and the Active Release Report - Cost have both been added to those available in the Report Export Manager   (reschedule)


JULY 12, 2012 top   prev(6/22)   next(7/13)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Feature: The Hold Code Listing Report now includes a column for the Client Alpha Code.
  • Feature: AP Invoice Editing now displays (HOLD) in the remarks column when an invoice is on hold.
  • Fixed: The Hold Code Listing Report Alpha sort is now printing correctly.
  • Fixed: Editing an expensed AP invoices is no longer causing the freight cost to duplicate.

Accounts Receivable:
  • Feature: We have added the invoice's primary consultant ID to the Receipts Register.

Inventory:
  • Feature: Item Maintenance, QNet Button, Description Tab has been rearranged so that each option (Short Description, Long Description, View Cart Description and Key Words) have a tab.
  • Feature: The Back Order Status Report has a new format (Format 2).   (reschedule)
  • Fixed: The Active Release Report, sorted by Consultant, new page for Consultant and no second sort now total by Consultant.

Order Entry:
  • Feature: The Active Order Report has been added to those available in the Report Export Manager.   (reschedule)
  • Feature: The OE Invoice summary bill formats (standard and format 2) now include a column for the Client Po number under the summary.
  • Feature: The RFQ Return RFQ tab now shows a if a Vendor has a note on the price.
  • Feature: The RFQ Worksheet has a button on the bottom that accesses the Return RFQ Vendor Notes.
  • Feature: We have added a new report in OE Reports, Invoice Reports. It is the Open Invoice Report.
  • When run it will pull in all open (unpaid) invoices based on the range selections. Range Selections are: Client ID, Client Alpha, Consultant, and Invoice Number. This report will be included in the reports available in the Report Export Manager.
  • Fixed: PO Packing List format 1 now prints all items on one page when the range selections "Print One Page per Item" is set to No.
  • Fixed: The HTML quote to client no longer requires supervisor rights to access.
  • Fixed: The QNet Extra data fields are now printing on all PO formats.
  • Fixed: The PO Range Selection "Remarks at end of Page" now works for all PO formats.
  • Fixed: The Build PO from Reorder List function now allows manually assigned PO numbers.
  • Fixed: Adding Follow up codes or changing Follow up codes is no longer adding an extra time stamp.

Q-Send:
  • Feature: The Export Summary Bill now has the option to export the Ship to Group Id and Ship to Group Name.
  • Feature: The Item Export Now includes the UNSPSC column.

Report Export Manager:
  • Feature: The export of the Item Audit Report now includes the quantity ordered.
  • Feature: The Active Order Report has been added to those available in the report Export Manager   (reschedule)
  • Feature: The Open Invoice Report has been added to those available in the Report Export Manager.


JUNE 22, 2012 top   prev(6/21)   next(7/12)

Accounts Payable:
  • Fixed: Editing an invoiced Purchase order will no longer cause e-Quantum to crash.


JUNE 21, 2012 top   prev(6/12)   next(6/22)

Note: Please download keys after installing this patch. To download keys:
Login to e-Quantum as Supervisor, or as a user with Supervisor rights; go to File Menu, Utilities, Install/Update, Install Module, Download Key. This will apply the Activation Key. Once complete, you must log out of e-Quantum and log back in.
Accounts Payable:
  • Feature: In Vendor Maintenance, the Sort option selected is now saved by user.
  • Fixed: The AP Invoice Batch Listing is no longer combining Vendor when they have the same name and the Vendor Name Sort option is used.

Accounts Receivable:
  • Feature: AR Receipt Editing has a New Sort Option. The options are: By Invoice Date, By Invoice Number and Save Client Specific Sort. The Save Client Specific Sort allows user to select a sort and the system will save it by user.
  • Feature: In Client Maintenance, the Sort option selected is now saved by user.
  • Fixed: In AR receipts editing the system is now refreshing when a receipt is applied to a Purchase Order. The PO number will no longer display on the next receipt entered.

Order Entry:
  • Feature: Purchase Order editing has a new Tab, PO/Warehouse Instructions. It contains the existing PO Instructions and a new field for Warehouse Instructions. These warehouse instructions will print on the Notice of Impending Warehouse Receipt and will be a "default" for all items on the PO.
  • Feature: We have replaced the Instruction tab in line item editing on the PO with a new Notes/Insr. Tab. This Tab accesses the Vendor Instruction, Bill Notes, Action Notes, Warehouse Instructions and Reorder Notes for the item.
  • Feature: The New Notes/Instr. Tab has a new function Warehouse Instructions. These will print on the Notice of Impending Warehouse Receipt and will override any warehouse instructions entered as a default.
  • Feature: We have added a new HTML quote to the client. When this is sent to the client it will allow the user to select the quantity to be ordered and submit. When the QNet import is done this quote will import and create a PO based on the quote.
  • Fixed: The Invoice Register Format 2 will now page break by consultant when sorted by Consultant, with new page selected.
  • Fixed: The HTML RFQ is now sending remarks and speclets correctly. The return is coming in with the correct data.

Report Export Manager:
  • Feature: We have added additional fields to the export of the Inventory checklist. They are: Type, Quantity on Order, Quantity backordered, and last PO date.

Q-Send:
  • Feature: The Export client function now includes the Merchant Account ID.


JUNE 12, 2012 top   prev(5/16)   next(6/21)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
System:
  • Feature: We have moved the "Save selection lists on reports" has been moved from the Local tab to the system Options tab.

General Ledger:
  • Feature: The Journal Entries Listing Report has a new range selection of Group by Module.   (reschedule)

Accounts Payable:
  • Feature: AP check printing now has a Range Selection for Vendor. This will allow you to print checks for selected vendor(s), even when additional vendors have been selected for payment.
  • Feature: The AP Detail Invoice report has a new range selection for Relative Periods.   (reschedule)
  • Fixed: The check reconciliation, when balanced, now prints checks from a previous period.
  • Fixed: AP invoices created when invoicing a PO now correctly pick up the Pay with Credit Card Flag.
  • Fixed: When expensing in AP, the Total applied amount now reflects freight.
  • Fixed: When an invoice is entered for payment to a vendor with a discount terms set up, but the entry is flagged to do not take discount, the invoice will no longer be selected for payment based on the discount date.
  • Fixed: Expensing an AP invoice with cost of goods higher than the invoice, and a negative special pricing is now updating the disbursement correctly.
  • Fixed: AP check Remittance printing is now printing the check date correctly.

Accounts Receivable:
  • Feature: The AR receipt editing screen will now display invoices in date order rather than in invoice number order.
  • Fixed: In AR Client Maintenance, Chg tab, Line item charge with characteristic codes and $ per line now retain the characteristic code when set to "is not".
  • Fixed: You can now remove the Inactive flag in AR Client Maintenance, to reactivate a client.
  • Fixed: The Client Sales Report, when run for calendar year is now using the selected period in the range selection.
  • Fixed: The Client Sales Report is now accurately reporting fiscal year data.

Order Entry:
  • Feature: We have added the ability to enter line item tracking numbers within the Purchase Order Acknowledgement screen.
  • Feature: In Purchase Order Editing, Attachment tab we have added a new option "Suppress from the QNet combined artwork link." This allows you to remove that URL from the combined link sent to Vendors.
  • Feature: In Purchase Order Editing, Attachment tab we have added a warning message when the user tries to add a duplicate attachment.
  • Feature: Shipping Notices now include the Ship to Description, attention and phone number.
  • Fixed: Auto Invoicing releases now pulls in add on charges for manually entered releases, and for add on manually entered on a release.
  • Fixed: The Active PO Report, sorted by client, now includes additional vendors cost and sell in the totals.
  • Fixed: The Active PO Report, sorted by PO/Client/desc now shows special pricing.
  • Fixed: The Form Spec PO/Landscaped is correctly printing the web address and email address from Company maintenance.
  • Fixed: When an RFQ is generated from a QNet RFQ the Email address now populates the Contact field in the address.
  • Fixed: The Commission History Report is now correctly showing credits.
  • Fixed: Auto receiving a PO with split shipments now correctly receives to the warehouse when the global ship to is under the split ship tab.
  • Fixed: Invoice printing, for numbered items is now including leading zeros.
  • Fixed: The PO expense report for multi vendor Purchase orders is no longer dropping the remaining estimated expenses after the first invoice is expensed.

Inventory:
  • Feature: Item Maintenance, Tools, has 2 new options. First is "Flag items as Retail", the second is "Flag Items as non-retail."
  • Feature: The export (Report Export Manager) of the Release Report sell now includes both the ship to ID, description and type and the Charge to ID, description and type.

Q-Send:
  • Feature: The GL Transaction Journal Detail Report has been added to the Report Export Manager.
  • Feature: Letters, Send Letters now has a button to Delete Letters.
  • Fixed: We have made changes for non-QPower USSCO users. These changes should allow the USSCO price plans to accurately import.


MAY 16, 2012 top   prev(4/23)   next(6/12)

System:
  • Feature: All AR contacts will now display in the Rolodex.
  • Feature: AR contact remarks now display in the Rolodex.
  • Fixed: When right click on a vendor in the rolodex it now display remarks.

Accounts Payable:
  • Feature: We have added the ability to make a Vendor inactive. In Vendor Maintenance, next to the Vendor ID we have added a new check box "Inactive". An inactive vendor will not be included in scan lists, Order generated from QNet with an inactive Vendor as the Default vendor in item maintenance will return a warning message that an inactive Vendor has been detected on the PO, please make any necessary adjustments. Inactive vendors cannot be used on RFQ's or PO's. You can add AP invoices and write checks to inactive vendors. This does not suppress them from being exported to GoldMine or the QCRM
  • Fixed: When processing checks we now display a message if you have selected a bank account with no checks to be printed from it.

Accounts Receivable:
  • Feature: We have added the ability to make a Client inactive. In Client Maintenance, next to the Client ID we have added a new check box "Inactive". An inactive client can't be invoiced, or have a PO or release written for them. They will not be included in the scan lists of clients and are not included in reorder reports. The can have receipts posted to their account, and can be included in reports if they activity during the date range selected. This does not suppress them from being exported to GoldMine or the QCRM.
  • Fixed: The AR Client Sales Report Export is now calculating the last year sales correctly.
  • Fixed: The Aged AR Report now prints the Group ID and Group Description when that range selection is used.

Inventory:
  • Feature: In Inventory Configuration, RO tab we have added a "Copy Original Release's Bill Notes" option.
  • Feature: In Inventory Configuration, RO tab you can now select both the "Copy Original Release's Bill Notes" and the "Closed Filled Backorder-only releases options.
  • Fixed: Imprint Items pulling from the distributor's inventory are now showing up correctly on the Inventory Prepost report.
  • Fixed: The Release Report Cost and Sell formats now include Vendor owned items in the transaction count.

Order Entry:
  • Feature: The RFQ follow-Up report has been updated, the user ID and date have been removed, the follow up code and description have moved to left and the follow up notes moved left also.
  • Fixed: Creating a PO from OE history now pulls in the OE Invoice contact in the Bill to information.
  • Fixed: When multiple tracking numbers are added to a document, if the first 20 character are the same they no long display only 1 tracking number. Tracking number will display with a '...' proceeding the number.
  • Fixed: PO Printing, range selection for Item Instruction Style now Prints the Bold option correctly on the Form Spec and Form Spec Large font formats.
  • Fixed: The Compact Remit Stub invoice format is now printing the Ship Via from each split ship correctly.
  • Fixed: All PO formats should now print the full 15 character Item ID.


APRIL 23, 2012 top   prev(3/30)   next(5/16)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Feature: In the Bank reconciliation, under deposits we have added the ability to add or edit a Misc. Deposit.
  • Feature: The open Credit Card Function now defaults the bank account from the merchant setup when possible.
  • Fixed: When you delete an expensed line item, "The line item has expenses posted against it, delete anyway?" message now displays.
  • Fixed: Manual checks can no longer be accessed in the Select Invoice to Paid Screen when All Vendors are selected.
  • Fixed: In AP configuration you can now exit the window without adding a Recon. Jrnl
  • Fixed: Check reconciliation worksheet is now printing dollars from the G/L adjustment section of worksheet.
  • Fixed: Non GL adjustments are now saving on worksheet when you exit the check reconciliation.
  • Fixed: In Vendor maintenance when remarks are added and "always display " is selected, the Terms Info will now display properly in AP invoice editing.
  • Fixed: Reprinting a Deposit slip using Format 2 now uses the date the deposit slip was created.

Accounts Receivable:
  • Fixed: The Aged AR report is now correctly flagging invoices with partial payments. Once this patch has been installed you will need to run AR diagnostics to remove the paid flag from partially paid invoices. To run you need everyone out of e-Quantum. From the main e-Quantum screen go to File > Utilities > Diagnostics > AR Invoice Diagnostics and run.
  • Fixed: AR Projected Cash Report Sorted by Client ID is now sorting correctly.
  • Fixed: In Client Maintenance, Contact Tab, New Accounts Payable default contact is now pulling into Aged AR Report correctly.

General Ledger:
  • Feature: We have added the ability to make a GL account number inactive.
  • Feature: We have added a range selection of "Posted Date" to the GL Journal Entry Listing. This is the date the batch was "Posted" to the General Ledger.   (reschedule)

Inventory:
  • Feature: We have added a range selection of owner to the Inventory Management Report. This is based on default owner in Item.   (reschedule)
  • Feature: The Inventory Location w/Value Report now has a Total by location.
  • Fixed: The Inventory Activity Report is no longer including items from non-related clients.
  • Fixed: The Exclude from EDI option in Client Maintenance is now working correctly.
  • Fixed: The Dusty Carton Report, Item ID Sort, is no longer printing the received date as the last shipped date.

Order Entry:
  • Feature: We have added a Commission History Report. This is found in OE > OE Period End > Commissions. This report includes all invoices within the date range, invoice reporting is not reliant on the invoice or items being commissionable, Commission amount should match what is in invoice info in File of the invoice and this can be run from Primary Consultants only.
  • Feature: In warehouse release editing the number of lines on the release shows at the bottom of the line item screen.
  • Feature: The RFQ report is now printing the Order Source.
  • Feature: The RFQ report is now printing the follow up code/description and follow up notes.
  • Feature: The PO order acknowledgement format 3 now has a total for attribute up-charges.
  • Feature: We have added Roll to the inner package type selections in the Form Spec Instruction/Misc Packaging screen.
  • Feature: All OE Invoice format have been updated to print the email and web address from Company Maintenance.
  • Feature: The Notice of Impending Warehouse Receipt now prints up to 4 decimals in the quantity.
  • Feature: We have added a new option to the Auto Invoicing function for releases. This will allow you to invoice releases with dollar amounts only, go back in and uncheck the option an invoice any remaining invoices on a separate invoice.
  • Fixed: The Sales Analysis Report for Imprint Items now includes the base stock when the Imprint item is set up as don't combine. When the base stock was set to combine it was already included.
  • Fixed: PO Packing Lists are now printing the Ship Via for Split Ships.
  • Fixed: The A4 format 1A invoice is no longer putting a blank page in when used in batch invoice printing.
  • Fixed: The Active PO Report now totals correctly when using a second sort option.
  • Fixed: Enhanced user email addresses are not longer being added to the extra emails used when sending the invoice to the client via email.
  • Fixed: OE Invoice, Email tab no longer has the other emails check box grayed out and invoices will send to the Other Emails listed.
  • Fixed: Freight is now coming in correctly on releases from QNet.
  • Fixed: Release charges, Per Unit Charge (any owner, $ per unit) now calculate correctly on a multi-line invoice.
  • Fixed: Per Unit Release charges now display correct on the screen as unit not line charges.
  • Fixed: The number of carton labels from a warehouse release is now calculating correctly.
  • Fixed: The invoice format compact format w/stub (landscaped) is no longer showing zero cost for special pricing.
  • Fixed: Freight entered on the Quote to Client is now showing the correct sell when the client is set to mark up freight.

Q-Send:
  • Feature: The Reorder Contact and the Reorder Contact Email have been added to the Item Export.
  • Feature: The Reorder Contact name and email have been added to the Export of the Inventory Analysis -sell report.
  • Feature: Report added to the Report Export Manager:
    • Consultant Stats Report  (reschedule)
    • Reorder Analysis Report  (reschedule)
    • Combo Reorder Analysis Report  (reschedule)
  • Fixed: Export Summary Bill will now include Properties in the export.
  • Fixed: Email Cover remarks are now sending correctly when send using the Scheduler.
  • Fixed: The export of the Aged AR Report is now showing data in the SHP_GRP_NM column.


MARCH 30, 2012 top   prev(3/29)   next(4/23)

System:
  • Fixed: The temp file error that caused some users to have a problem printing has been corrected.

Q-Send:
  • Fixed: Orders coming from the Ennis/Micrlink punchout are now sending correctly from the Q-Send, EDI/PDF export.


MARCH 29, 2012 top   prev(3/21)   next(3/30)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
System:
  • Feature: We have added a new option to the Batch PDF printing (Send) selections. You can now choose to zip the report before sending.

Accounts Payable:
  • Feature: Accounts Payable, Configuration has a new option for Reconciliation Journal (Recon.Jrnl:). This will be used when creating GL adjustments in the Reconciliation Process. This must be set up to allow journal entries to be created.
  • Feature: The Reconciliation Worksheet has been updated to allow GL journal entries to be made while doing the reconciliation. Fields from Bank Account will appear under check book balance. Any entries made will require the plus (+) or minus (-) sign before the amount. Non-GL entries will not post to the General Ledger. The temporary adjustment function will be used for those entries that are not recurring. Notes have been moved to the worksheet tab and the field enlarged.
  • Feature: Once you have completed the reconciliation, go to Program and click Build Journal. General Ledger entries will create a pending adjustment in GL that will need to be posted.
  • Fixed: Printing the Check Register using the Bank ID sort no longer has the Vendor name printing over the check date.
  • Fixed: New Vendor contacts are now displaying when added without having to close the window and reopen.

Accounts Receivable:
  • Feature: AR Invoice Batch Listing has a new Range Selection for paid date.   (reschedule)

Inventory:
  • Feature: The Inventory Activity Report now includes the Client PO number from the inventory lot record.
  • Fixed: The Inventory Aging Report has had the Total Vendor Owned added in the item, also in the client totals.
  • Fixed: The Release report sell, is no longer including obsolete items dollars in the summary expense class when the report is printed for Regular Items only.
  • Fixed: The Proposed Item Price Adjustment Report is now long rounding dollars to 2 decimals.

General Ledger:
  • Feature: In Bank Account Maintenance, we have a new Tab Reconciliation; this allows you to set up standard General Ledger adjustment. You may add as many as needed, the GL account will be the offsetting account to cash.

Order Entry:
  • Feature: Freight entered on the Warehouse Release Summary screen is now saving correctly.
  • Feature: Purchase Order Configuration options of Copy from Item and Update Item have had the Carton Quantity found on Page 2 of item maintenance added. These can be overridden in client maintenance and in Item maintenance.
  • Feature: Purchase Orders are now pulling in the Default Carton Quantity from Page 3 in Item Maintenance and printing it on Standard PO formats.
  • Feature: Shipping Notices now have a range selection allowing you to print either the Consultant or the CSR.   (reschedule)
  • Fixed: The Summary Bill totals now are including payments on all invoices.
  • Fixed: The Summary Bill now shows credit invoices as a credit under the Sell and Total Columns. The report was totaling correctly.

Q-Send:
  • Feature: Reports Added to the Report Export Manager:
    • Royalty Report  (reschedule)
    • Reprint Royalty Report  (reschedule)


MARCH 21, 2012 top   prev(3/8)   next(3/29)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Fixed: Voiding of an AP check now records in the Company Log, The check number, date, bank ID, Vendor ID, and amount are shown.
  • Feature: We have added Group Clear and Group Unclear Button to both the Check and Deposit screens of the Check reconciliation function.
  • Feature: We have added a new heading to the check Register. This heading is PR/YR for period and year of the invoice, we also added the period and year next to the invoice.   (reschedule)

Accounts Receivable:
  • Feature: The AR Invoice batch listing now has a new range selection of Paid Status. Options are Paid and/or Unpaid.   (reschedule)

Inventory:
  • Feature: We have added a new range selection of Order Source to the Active Release Report.   (reschedule)
  • Feature: We have added a new Report, Inventory Location with Value to those available in Inventory > Inventory Reports > Location Inv/Usage/RO Reports. This shows the value of the each item at each location.
  • Fixed: Going through items in item maintenance, making changes and saving them quickly no longer causes e-Quantum to crash.

Order Entry:
  • Feature: The Commission Report and the Reprint of the commission Report now have the Range selections printing at the end of the report.
  • Feature: We have added a new range selection of Order Source to the Active PO Report.   (reschedule)
  • Feature: We have added a new range selection of Order Source to the Active Order Report.   (reschedule)
  • Feature: We have new range selections in Invoice printing, both from within the invoice and batch print. These are, Show zero dollar Special Pricing and Show zero dollar Add-on charges.   (reschedule)
  • Fixed: The PO Expense report, Invoicing Instruction format now prints Bill notes if the range selection to print them is Yes.
  • Fixed: Cloning a Purchase order now displays the Hold code assigned to the client.
  • Fixed: The Commission Report, Sort Option Consultant, Invoice now totals correctly.
  • Fixed: Using a fixed prefix in Purchase Oder Numbering is no longer adding a blank space in front of the assigned number.
  • Fixed: Cloning an Item no longer pulls the RFQ# and date into the information in the Order Tab of the new item.
  • Fixed: The RFQ follow-up report sorted by RFQ# is now printing in portrait format.
  • Fixed: Adding freight to a release line item will no longer double when the releases is edited again.

Q-Net:
  • Fixed: Printing the Configuration Selections no longer causes e-Quantum to crash.

Q-Send:
  • Feature: Report Export Manager - We have added the Client Savings Analysis to those available in the Report Export Manager.   (reschedule)
  • Feature: We have added The AR Client Sales Report to those available in the Report Export Manager.   (reschedule)
  • Feature: Report Export Manager - The Inv/Reorder Analysis now includes the Category from page 3 of Item Maintenance.
  • Feature: Report Export Manager - The Reorder Analysis now includes the Category from page 3 of Item Maintenance.
  • Feature: Report Export Manager - The Aged AR export now includes the Client PO number.
  • Fixed: The CCH import is now updating Canadian ship to addresses correctly.
  • Fixed: Report Export Manager - The Export of the Reorder Analysis is no longer includes items that are not at reorder.


MARCH 8, 2012 top   prev(3/6)   next(3/21)

Accounts Payable:
  • Feature: Changes in the Bank Reconciliation:
    • Voided checks will list the V check numbers to the right.
    • Checks voided in future periods of the reconciling month, cannot be cleared until you are reconciling the period the check was voided in along with the V check.
    • For existing voided checks, that have been voided in the same period they were written, will have Void listed next to the entry. Make sure this check is marked to clear during the reconciliation.
    • After applying this patch, any newly voided checks, no matter the period the check is being voided in, will have a V check associated with it.
    • The worksheet will now automatically fill in the deposits in transit from the outstanding deposit balance.
    • Printing the check reconciliation worksheet now has the options to print cleared checks and deposits.
    • The notes area on the worksheet has been expanded.
  • Fixed: If a GL account is deleted, that was being used as a vendor default, when next invoice for that vendor is entered it will pull the GL Account from AP configuration expense account.

Accounts Receivable:
  • Feature: The Receipts Register now shows the Period/Year that the invoice was posted to.

General Ledger:
  • Fixed: A4 Trial Balance Detail Report no longer returns a start or close job failed message.

Order Entry:
  • Feature: The Auto-Invoice screens have been changed we now have a screen for General Information, PO information and Release Information. Asterisk (*) on the PO or Releases tab indicate selections have been made.
  • Feature: In Auto-Invoice, on the Release screen, when the Expensed Option is selected this message will display. "When the 'Expensed' option is selected, any release which contains and un-expensed vendor owned item will be excluded."
  • Feature: In Auto-Invoice, on the PO screen, we have added a new range selection of Vendor.


MARCH 6, 2012 top   prev(2/28)   next(3/8)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Feature: In Bank Reconciliation the field size for Notes has been enlarged.

Accounts Receivable:
  • Fixed: Build Deposit Slip now prints the receipt date from receipts editing, not the date the deposit is built.

General Ledger:
  • Feature: We have increased the font size on The Balance Sheet and The Income Statement for the Period on Systems text.

Inventory:
  • Feature: In inventory configuration we have added a new tab "B/O" All configuration settings regarding backorders have been moved to this tab.
  • Feature: We have added a new option in Inventory Configuration B/O tab, Copy Original Release Bill Notes.
  • Fixed: Inventory Aging Report range selection "Include Non-on-Hold Inventory" now pulls in correct information.
  • Fixed: Item Maintenance, Clone Items is no longer cloning the Periods on System for stock items.

Order Entry:
  • Feature: Order Entry Configuration, Warehouse Release has a new option; Default days to ship.
  • Fixed: Selecting No to Print Remarks in Warehouse Release Printing range selections now suppresses the line item remarks
  • Fixed: The freight margin and extra freight set in client maintenance now functions correctly when you bring an item into a PO from an RFQ.
  • Fixed: Order History, Client Orders option is now showing entire QNet order number for releases.
  • Fixed: Purchase Order Printing, Range Selection "Item Instruction Style" now works for Form Spec PO/Landscape format.
  • Fixed: Order History, Grid View sort option of Last invoice date Ascending is now sorting correctly.
  • Fixed: Client override for Body Notes on the OE invoice is now being pulled in correctly.

Q-Net:
  • Fixed: The QNet Sales Report now correctly pulls data for only selected clients.

Q-Send:
  • Feature: The QNet Order Analysis report has been added to those available in the Report Export Manager.   (reschedule)
  • Fixed: We are now sending all information needed by Ennis to complete the order process.


FEBRUARY 28, 2012 top   prev(2/23)   next(3/6)

Accounts Payable:
  • Feature: The AP check register now has a confirming pop up when you choose 1099 vendors only.
  • Fixed: AP to GL pre-post report now includes payments.

Order Entry:
  • Feature: You can now copy a warehouse release items from another releases. To copy the release items you will start the new releases with the new Ship to/Charge to, assign the release number, Go to Program and then click "copy another release". This will bring up a screen listing all items on the previous release, you can edit to remove items you don't want to copy.
  • Fixed: Cloning a PO now includes the split ship instructions.


FEBRUARY 23, 2012 top   prev(2/16)   next(2/28)

Accounts Payable:
  • Feature: AP Vendor Maintenance, page 3 has a new option; Invoices include Freight. When checked it will include freight to be expensed from a PO. If not checked the system will default the freight amount to zero in AP expensing. This selection can be changed when expensing in AP.
  • Fixed: Right click to find Vendor using Account #, phone number, GL Acct #, Website, or name now returns Vendor.

Accounts Receivable:
  • Feature: The main ship to ID and ship to description from an invoice have been added to the Aged AR Export.
  • Feature: Adding a new ship to in Client Maintenance now displays a message, "The tax code for this address should be XXXXXXXXXXXXXX - Charge Code?" You must have tax rules set up for these to apply. If you click yes it will update the tax codes with that information. This is being pulled from the CCH default. QNet may not recognize these CCH defaults.
  • Feature: Right clicking in the Primary or Alternate Tax code field in AR Client Maintenance, Ship To's has new options. The options are: Edit Tax Code, Display Scan, Look up Via Tax Rules, Zip 12345 tax codes (displays tax codes for that zip code), Explain Tax rules (previous labeled show tax rules).
  • Fixed: Right click to find Client using invoice number, phone number or name now returns Client.

Inventory:
  • Feature: The Inventory check List Export now includes the Item's Expense Class.
  • Feature: Cloning a stock item in item maintenance now will also create a blank inventory record.

Order Entry:
  • Feature: The View Expenses Screen found in PO editing and when expensing while invoicing has been updated to include estimated freight.
  • Feature: In the OE invoice, Invoice Info we have added the Summary Bill number, if the invoice has been included on a Summary Bill.
  • Feature: Shipping Notices now include the unit of measure for the item.
  • Fixed: An RFQ used on a PO that has a valid through date from the vendor no longer displays "The manufacturers quote has expired generate anyway?" message in Windows 7.
  • Fixed: In an RFQ on the Return RFQ page the Vendors Valid Through date now displays.
  • Fixed: Creating a PO from Order History no longer pulls in the Vendor Quote number from the previous PO.
  • Fixed: Deleting Reorder Letters is now functioning correctly.
  • Fixed: A4 format of the Form Spec PO no longer will return a start or close job failed message.

Q-Net:
  • Fixed: QNet orders that have been batched but set to print on one PO now correctly show the ship to information for each order.


FEBRUARY 16, 2012 top   prev(2/3)   next(2/23)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Fixed: USSCO and SP Richards Advanced tab is no longer grey out.
  • Fixed: In Vendor Maintenance, the email subject line overnight is now working correctly.

Accounts Receivable:
  • Feature: The client search option "find by Invoice" has been expanded to allow searching by Invoice, Phone or Name.

General Ledger:
  • Feature: The State of the Company now displays the General Ledger Period.
  • Fixed: General Ledger Transaction Detail export now correctly creates an export file.

Inventory:
  • Feature: The Inventory report menu has been changed; we have added a new sub-menu of Location Inv/Usage/RO Reports. Under that menu option we have:
    • Inventory Analysis Location
    • Location Inventory Status
    • Location Usage Analysis
    • Monthly Location Usage
    • Client Location Reorder Analysis
    • Inventoried Location Resupply
  • Feature: In Item Maintenance on Page 3 we have a new button; Additional Vendors. This allows you to set up a default vendor based on order quantity. When using this option leave the default vendor blank.
  • Fixed: The Inventory Reorder Analysis no longer causes a crash when run multiple times.
  • Fixed: The Dusty Carton Report - cost no longer returns a Start of Close Job Failed message when Include Not On Hold inventory is selected.

Q-Net:
  • Feature: Order History Grid View now shows the selected Item ID in the bottom center of the screen.
  • Feature: Order Entry Configuration, Warehouse releases has a new option; Default days to ship. This allows you to set default days to ship and the releases will use that setting to calculate the ship date on the summary screen.
  • Feature: In warehouse releases, program menu we have a new option "Display Activity Log" This will display Add, Change, Delete, and Printed information.
  • Feature: Warehouse Release Printing has a new range selection; Print Line Item Ship via Yes or No.   (reschedule)
  • Feature: The Client Saving Analysis range selections have been updated. We have added a range selection to allow you to suppress credit amounts, yes or no. We have removed the option to suppress Distributor owned Purchase orders, as this report is based on invoices and once a PO has been invoiced to a client the items are client owned.   (reschedule)
  • Fixed: Cloning a PO is now updating order history with the new PO information.
  • Fixed: When a numbered item is deleted from a warehouse release we will now return it in a separate (new) lot record. This will prevent the numbering from being reset in the original lot.
  • Fixed: The Invoice Hold Report now prints the Hold notes if selected to print.
  • Fixed: PO Packing List now prints the correct split ship information.
  • Fixed: The Bill notes field on the Invoice register has been increase to match the size of the input field.
  • Fixed: Change Codes, Change Follow up Codes no longer returns an "Error open by code follow up" message.
  • Fixed: When entering a new item on a warehouse release you can no longer tab through the order quantity field.

Q-Net:
  • Feature: Export data screen now has the ability to schedule upload for clients. The maximum number of clients that can be scheduled in one upload is 20.
  • Feature: Export data screen now has a new option for selection clients to upload. We have added a Corp Client button. This can be used 2 ways; first you can select the "parent" corp. client and by click the Corp Client button all related clients will be selected to upload. The second option is to select a "child" corp. client, clicking the Corp Client button will now select the "Parent" client too.
  • Fixed: The QNet Order Tracking Report now shows the tracking number and shipped date for backorder releases.
  • Fixed: When a client range is entered or a client selected on the QNet Order Analysis report it pulls in the client correctly.

Scheduler:
  • Feature: The Scheduler now sends the administrator a notice when a report fails to run due to invalid range selection. This also disables the report which must be rescheduled.
  • Feature: We have added 2 new tasks to the Scheduler.
    • Update QNet Inv/Order Status, this can be scheduled to upload every 2 hours.
    • QNet Incremental status Update, This can be scheduled to upload hourly or every 2 hours.


FEBRUARY 3, 2012 top   prev(2/2)   next(2/16)

Q-Net:
  • Fixed: Exporting clients now correctly sends new or change graphics up without an error message.


FEBRUARY 2, 2012 top   prev(1/26)   next(2/3)

Note: Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Receivable:
  • Feature: AR Menu has been updated, AR Reports, AR File Listings has a new option of Client Data. This Menu option has the Client Contact, Client Credit Card, Client Hold, Client Index, Client Labels, Client Listing, Client Ship to, Expired Permit List, and the Ship to Group List in it.
  • Feature: We have added a new Group Ship To Listing report in AR, AR Report, AR File Listings, Client Data. This report will sort either by Ship to Group and list the Ship to in the group or by ship to and show the ship to group associated with that ship to.

Inventory:
  • Feature: Inventory Analysis - Location now prints the second line of the item description.

Order Entry:
  • Feature: In release editing, line item tab, the filled backorder information now displays at the bottom of the screen. This displays on both the new release and the original release.
  • Feature: OE Invoice Hold report now shows Changed as well as Printed.
  • Fixed: Warehouse release sort A/R/B sequence, format standard, now prints chargeback amounts correctly.
  • Fixed: Consolidate printing of an invoice now correctly suppresses Special Pricing with no Sell.

Doc-Q-Manager:
  • Fixed: Saving invoices to the Doc Q Manager should now only save one copy.

Q-Net:
  • Feature: The Export to QNet Screen has been redesigned. You now have the ability to sort the listing either by Client Id or by Name. You have the option to check the client you want to export, select all, none, changed only, or prior selection.

Q-Send:
  • Feature: Report Export Manager, Quote History Export now shows all price breaks.

Scheduler:
  • Fixed: Scheduled Shipping Notices should no longer cause the scheduler to crash.   (reschedule)


JANUARY 26, 2012 top   prev(1/11)   next(2/2)

Note:

Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.

Note:

After running this patch you should rebuild the QNet Order Tracking File. You must have Supervisor Rights to rebuild and all other users should be out of e-Quantum. You should do a back up prior to running this. To do this from the Main e-Quantum menu go to File > Utilities > Rebuild Data Files and select QNet Order Tracking File, click Rebuild

Accounts Payable:
  • Fixed: The AP Vendor List now prints (1099) when that is set in Vendor Maintenance.
  • Fixed: Editing the Bank Account now lets you deselect Suppress from State of the Company.

Accounts Receivable:
  • Feature: The AR Aged Report has a new range selection of Ship To Group.   (reschedule)
  • Fixed: The AR Aged Report export is now exporting with correct information.
  • Fixed: In Client Maintenance, EDI set up tab when the ISA12 property information is updated it now saves the change correctly.

Inventory:
  • Feature: The Release Report - Sell Range selection has a new range selection of "Hold Codes" Yes or No.   (reschedule)
  • Feature: The Reorder Analysis now includes the date the last Reorder Notice was printed for an item.
  • Feature: The Back Order Report Export now includes the Ship to Attention Field.
  • Feature: Warehouse Inventory/Usage now displays both lines of the Item description.

Order Entry:
  • Fixed: The Vendor PO Register is now correctly reporting the Client and Vendor Range Selection choices.
  • Fixed: Reprinting the Royalty Report now prints the original report date not the "as of date"
  • Fixed: Invoices are now displaying Vendor Owned releases correctly.
  • Fixed: Creating a new PO using a previous PO # no longer will pull in the Shipping Notice flag as checked.
  • Fixed: Imprint Purchase orders with Vendor owned master or base stock will now pull that stock correctly.
  • Fixed: Warehouse Release will now print the correct ship via for items.
  • Fixed: Activity codes entered for one item on a PO will no longer also go to the other items on the PO.
  • Fixed: Shipping Notices sent to the QNet users should now contain the item/shipment detail information.
  • Fixed: The Form Spec PO/Landscaped is now printing the Line Item Vendor instructions in the correct area.

Q-Net:
  • Feature: The QNet Maintenance Menu has 2 new options:
    • Purge "Preview" Holding Files, this contains copies of orders used for generation.
    • Purge Order Tracking History, this will remove old tracking information and should make upload faster.

Q-Send:
  • Feature: The Email Subject Line override for reports is now available for any report.

Scheduler:
  • Fixed: We have made changes to the scheduler that should reduce or eliminate crashes that occur during QNet uploads.


JANUARY 11, 2012 top   prev(1/5)   next(1/26)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Receivable:
  • Feature: In Client Maintenance, QNet Tab, Item Prices, we have a new option "Use latest sell if no inventory." The options are Use System Default, Use Latest Sell or Send A Zero Price

Inventory:
  • Feature: In Item Maintenance, QNet Button, Item Price Tab, we have a new options "Use latest Client Price if no inventory." The options are Use Client Default, Replace Inventory Price with Latest Sell or Use zero (0.00) as the sell price.

Order Entry:
  • Feature: We have added a new range selection to the PO Expense Report. This selection is Main Item Vendor. This will allow you to select the main vendor used on a PO and only pull in those PO items. If the Vendor is used as a multi Vendor they will not pull into the report.   (reschedule)
  • Feature: We have added a new column to the OE History Grid view, it is Warehouse Inventory. The column heading is Quantity on hand.
  • Feature: We have added a Warehouse range selection to the Open Receipts Report.   (reschedule)
  • Fixed: The Client Override for PO special Instructions is now saving and printing correctly.

Q-Net:
  • Feature: In QNet Maintenance, Internet Configuration, Defaults tab we have a new option for Item Pricing Defaults. This is a check box to "Use Latest Client Price if No Inventory."


JANUARY 5, 2012 top   prev(12/27)   next(1/11)

System:
  • Feature: In Preferences, System Options we have a new button "Login Warning Text." You can put a message in that will display when a user begins to login to this company. This pop up then allows them to continue to login or to Select a Different Company.

Accounts Receivable:
  • Fixed: The Adjust Freight Margin function is now working correctly for both percentage and dollar changes.
  • Fixed: Changing the Client Id no longer returns a VCMARKUP error message.

Inventory:
  • Fixed: The Warehouse Activity Report no longer includes releases to Corporate Clients.

Order Entry:
  • Fixed: Purchase Order Packing List Remarks are now printing correctly.

Q-Net:
  • Feature: We have added a new option "Update QNet Inv. Order Status" to the QNet Menu. This option only send order tracking numbers and inventory levels to QNet. This does not update pricing.


DECEMBER 27, 2011 top   prev(12/16)   next(1/5)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Order Entry:
  • Fixed: When building the deposit, click the "None" button to deselect all receipts now refreshes the Deposit Total.
  • Fixed: Aged AR report is now sorting invoice numbers in the correct sequence.
  • Fixed: Changing the Client ID no longer displays an error message.

Inventory:
  • Feature: We have added a new report under Inventory > Inventory Reports > Analysis Reports > Inventory Activity Report. This shows Receiving, Releases, and Adjustments.
  • Feature: The Combination Reorder Analysis Report has a new format that sorts by Product Group.
  • Fixed: The Transaction Journal - Sell now includes Vendor owned transactions.
  • Fixed: In Client Location Inventory/Usage the usage tab drop down to select year is now keeping the selection.

Order Entry:
  • Feature: Activity Codes cost and sell are now included in the margin on the PO line item. You can use the green questions mark or jump to the PO summary to see the detail.
  • Feature: The Active PO Report now has a second sort option with the same selections available in Sort one.   (reschedule)


DECEMBER 16, 2011 top   prev(12/15)   next(12/27)

Order Entry:
  • Feature: OE Invoices, Summary Page, Other Tab now allows you to attach a file to the outgoing emailed invoice. This attachment will not print when printing invoices and will not upload to QNet.
  • Feature: Bill Notes now Display when entering expenses in OE PO editing or in OE invoice editing.

Q-Net:
  • Fixed: Warehouse Releases will now generate correctly.

Q-Send:
  • Fixed: USSCO should no longer reject the order item when the Item ID is over 15 characters.


DECEMBER 15, 2011 top   prev(12/8)   next(1216)

System:
  • Feature: Under File, we have changed the Quick Fax to Quick Email.
  • Feature: In the Rolodex, right click on the Client or Vendor ID to Edit and the Quick Fax has been replaced by the Quick Email. This allows you to pull in email addresses from contacts for both clients and vendors.

Accounts Payable:
  • Feature: Vendor Maintenance, Program, Email Overrides now have the option to add an attachment which would be send with each selected report for that vendor.

Accounts Receivable:
  • Feature: Client Maintenance, Program, Email subject lines now have the option to add an attachment which would be send with each selected report for that client.
  • Feature: Aged AR Report now has 2 new formats that sort by client ship to, they are a 3 bin and a 4 bin format.

Inventory:
  • Fixed: Items marked "Treat as non-stock" no longer appear in the Restock catalog on QNet.
  • Fixed: Items marked "Treat as non-stock" no long display Inventory on QNet.

Order Entry:
  • Feature: B/O filled on #XXXX now displays at the bottom of the screen when you highlight an item on a release that was backordered and filled.
  • Fixed: On invoices the unit of measure if over 3 digits no longer add a comma. As an example it will correctly display as M/1000 not M/1,000.
  • Fixed: Adding Bill notes to a release after invoicing now saves correctly.
  • Fixed: The A4 Client Profile Report no longer displays a parameter values screen.
  • Fixed: The Invoice format sub with description landscape is now printing Add on charges correctly.
  • Fixed: Auto invoicing no longer returns a btrieve 5 error when multiple items are chosen to be invoiced.
  • Fixed: Using the Find Vendor option on a PO no longer displays incorrect verbiage. It now says "Select Vendor you want to use on the PO".

Q-Send:
  • Feature: Email subject lines now have the option to add an attachment which would be sent with each selected report. These can be overridden in Client or Vendor Maintenance.
  • Fixed: Exporting, Clients, Vendors or Items now functions correctly.


DECEMBER 8, 2011 top   prev(12/7)   next(12/15)

Accounts Receivable:
  • Fixed: Receipts editing selection option will now allow you to leave the client field empty.

Order Entry:
  • Fixed: Auto Invoicing is no longer returning a duplicate key errors when multiple records are selected.

Q-Send:
  • Fixed: Warehouse EDI documents will now send correctly.


DECEMBER 7, 2011 top   prev(11/16)   next(12/8)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
System:
  • Fixed: User can now log out of e-Quantum by going to File > Exit.

Accounts Payable:
  • Feature: Bill notes now display when you are expensing to a PO or Release. This is available only when expensing from AP invoice editing.
  • Feature: The Aged AP Report now has the AP contact and phone number.
  • Fixed: The check format 8.5 x 11 top format 2 now prints correctly when paying 12 invoices.

Accounts Receivable:
  • Feature: We have added a new override in Client Maintenance, Print Invoice Quantity in Each.
  • Feature: We have added a new override in Client Maintenance, Separate Rls/Inv by owner; options are System Default, Separate by Owner or Don't Separate.
  • Feature: We have added a new override in Client Maintenance, B/O generation Method; options are System Default, Per Ship to, Per Original Release or per Item.
  • Fixed: You can now add a coupon with a common number; you no longer need to specific the number of coupons.
  • Fixed: Adding a new receipt will now save correctly when a GL distribution is used.

General Ledger:
  • Fixed: Adding or changing a GL account number no longer returns the "you must select a consolidated account" message.

Inventory:
  • Feature: In Inventory, Inventory configuration we have added a new option of Backorder Generation. The options are: One per Ship to (could combine multiple items released from back order on one release); one per original release (would combine multiple items from the same original release on one back order release or one per Item (they way it has always been).
  • Feature: In Item maintenance, QNet Categories tab we have added check boxes to allow you to display categories user or categories available.
  • Feature: When a new stock item is added in Item Maintenance and the warehouse is added an empty lot record is created. This allows the item to be processed and a backorder created.
  • Feature: In Item Maintenance, Tools options we have removed the "Adjust competitor Price" Option. This function is now found in Inventory Reports > Internal Reports > Item Price Adjustment.
  • Feature: In PO editing we now show an asterisk (*) on the Attachment tab if there is a URL or attachment.
  • Feature: In Inventory Maintenance, Category Maintenance, we have added a new option "Tools".
  • Feature: In the Tools options we have added "Find References", when click a message will display notifying users that "Determining category reference counts may take a few minutes to complete. Continue Yes or No. If you select yes the system will then add a listing to the category with the number of references where the category is used or Not Used.
  • Feature: In Inventory Maintenance, Category Maintenance you can now edit a Category and in the lower left you will find a "References: Button, This will display the Client, Item ID and Item Description where this category has been used.
  • Feature: Item Maintenance, Restriction tab now has the ability to clone restrictions from another item. In the Add Restricted Client Location field you input Item=XXXX where XXXX represents the item ID you are cloning from.
  • Fixed: Items coming from Vendor Center Catalogs now default to the correct Vendor Center Catalog.
  • Fixed: Items added to e-Quantum from a supply catalog using a manual PO now display the correct catalog in item maintenance.
  • Fixed: Bill Notes on a release are no longer grayed out when editing during invoicing.
  • Fixed: Stock and nonstock reorder notices no longer generate a blank report when no records are found.
  • Fixed: The Perpetual Inventory Report has had the field size of the Item number increased to 15 characters.

Order Entry:
  • Feature: A ship to range selection has been added to the batch printing of invoices.   (reschedule)
  • Feature: In OE Configuration, Purchase Order Options we have added a new option; Default - send Via EDI, if No is selected you will need to manually set each PO to be send EDI.
  • Feature: OE Configuration, Warehouse Release now has a new option of Separate by Owner, Yes or No. This will allow releases to be generated based on the default Item owner in Item maintenance.
  • Fixed: Auto Invoicing a releases with manually added release charges now function correctly.
  • Fixed: Batch Printing Impending Warehouse Receipts now works correctly when a client and Item range selection is made.
  • Fixed: Freight entered on a warehouse release line item is now pulling into the invoice correctly.
  • Fixed: The Form Spec PO Large font format now includes up charges for attribute items.
  • Fixed: You can now save commission adjustment in consultant set up.
  • Fixed: The Account Input Report is now printing split ship information correctly.
  • Fixed: Purchase Order Acknowledgements now include the split ship information.
  • Fixed: When running the Royalty Report the option to create the AP invoice now works correctly.

Q-Send:
  • Feature: OE Invoice Report - Added to the Report Export Manager   (reschedule)
  • Fixed: When exporting the Inventory Manager report it no longer duplicates description 1 in the description 2 column.
  • Fixed: When exporting the Inventory Checklist it no longer duplicates description 1 in the description 2 column.
  • Fixed: In the Scheduler, dates will now calculate correctly when you use First, Second, Third. Fourth, and Last week as a selection.


NOVEMBER 16, 2011 top   prev(11/2)   next(12/7)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
System:
  • Feature: A New Popup function has been added to many areas of the system. This will display any required fields not filled in when you save.

Accounts Payable:
  • Fixed: The Vendor Index is now printing Vendor Remarks when the Print Remarks range selection is yes.

Accounts Receivable:
  • Feature: A new Security option has been added for Client Maintenance, Client Override it defaults to no access.
  • Feature: Client Maintenance, EDI set up, we have added a Will Call segment to the S. P. Richards Shipping Options.
  • Fixed: Client Maintenance, Ship to Inventory Set up, option to use default warehouse now functions for manual orders.
  • Fixed: Delinquency Report Export now displays on account amounts on their own line.

General Ledger:
  • Feature: The GL Income Statement Export has had the GL Account Description added. You can go into the export configuration option and move the Description from the bottom of the list up next to the GL number.

Inventory:
  • Feature: The Item Catalogs Report has a new range selection "Print Item Notes, Yes or No."   (reschedule)

Order Entry:
  • Feature: Auto Invoicing now has a Sort option on the Document Selection page; you can sort by either Client or Document number.
  • Feature: Warehouse releases now print the line item Ship Via method.
  • Fixed: Shipping Notices tracking number should now link properly to track.
  • Fixed: Summary Sales Analysis Export now has decimals in cost and sell.
  • Fixed: Invoice Format Remit Stub format 3 now correctly subtracts gift certificate amounts from the remit total.
  • Fixed: The Active Purchase Order Report now prints Attributes when the Range Selections "Print Attributes Yes or No" is yes.
  • Fixed: The booking report no longer has extra spaces when printed.
  • Fixed: The Commission Report no longer has extra spaces when printed.
  • Fixed: The PO Printing range selections for style now prints on the Form Spec PO, Form Spec PO large font, and the Form Spec PO landscaped.
  • Fixed: Invoices now have the ability to reflect a remittance address based on the GL Bank Account set up.
  • Fixed: The Summary Sales Analysis Export now includes fiscal year to date options. You need to go into the export Configuration option and exclude those selections unless you are on a fiscal year.

Q-Net:
  • Fixed: QNet Order Analysis Reports now display quantities correctly for attribute items.

Q-Send:
  • Feature: New Reports added to the Report Export Manager:
    • Royalty Report  (reschedule) (reschedule)
    • Reprint Royalty Report  (reschedule)
    • General Ledger Income Statement  (reschedule)
    • Monthly Inventory Report  (reschedule)
    • Monthly Sales Report  (reschedule)
    • Quote History Report  (reschedule)
  • Feature: All reports that can now be exported using the Report Export Manager have a Configuration option when selected. This allows you to move or suppress fields from the export.


NOVEMBER 2, 2011 top   prev(10/26)   next(11/16)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Fixed: You can now expense for more than the amount of the AP vendor's invoice.

Inventory:
  • Feature: We have added an Aisle/Row/Bin column to the Dusty Carton Report.
  • Fixed: The Dusty Carton Report no longer includes client owned item when only distributor owned items are selected.
  • Fixed: You can now remove the selectable quatity option set up in Item Maintenance, QNet button, Qty Tab.

Order Entry:
  • Feature: Shipping Notices now have the ability to use an alternate Company address or logo.
  • Fixed: Expensing through the PO no longer shows all vendors for each line item.
  • Fixed: Bill notes on Warehouse releases are no longer pulling in invalid information.
  • Fixed: Summary Bill now suppresses add on charges with cost only.

Q-Send:
  • Feature: New reports have been added to the Report Export Manager
    • Dusty Carton Report  (reschedule)
    • Monthly inventory Report  (reschedule)
    • Inventory Analysis - Location  (reschedule)
    • Delinquency Report  (reschedule)
    • Invoice Report  (reschedule)
  • Feature: We have added the Alias ID to the Item Export.
  • Fixed: Regenerating price plans for USSCO items correctly generates sell price.
  • Fixed: Export Summary Bill range selection of Ship to Group now will allow you to update group selection.
  • Fixed: Export Summary Bill now suppresses Add on charges with zero sell.

Goldmine:
  • Feature: We have added a function to re-attach the client ID in e-Quantum to a client in GoldMine


OCTOBER 26, 2011 top   prev(10/10)   next(11/2)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Payable:
  • Feature: 1099's can now be run for a quarter.   (reschedule)

Order Entry:
  • Feature: Imprint releases are now printing the Aisle/Row/Bin information.
  • Feature: We have added a new range selection to the Batch printing of invoices, it is Ship to Groups.   (reschedule)
  • Feature: We have added a new range selection to the Summary Bill, it is Ship to Groups.   (reschedule)
  • Feature: Ship Notices now display the Item ID.
  • Fixed: Gift certificates are now coming into e-Quantum correctly on releases.
  • Fixed: Gift certificate list will now print correctly.
  • Fixed: Cloning a PO now longer causes e-quantum to crash.
  • Fixed: In PO Editing, Special Pricing screen, you can now edit and change the Job Costing Type.
  • Fixed: The Order Entry Accounting Input Report has had the field size increased for the Quantity.

Q-Net:
  • Feature: The Consolidated Invoice can now be exported to QNet.
  • Fixed: On the Line Item tracking report the line item tracking number will override tracking numbers added at the header level.

Q-Send:
  • Feature: Schedule Configuration, Miscellaneous Tab has a new Button "Display Scheduler Configuration". This will create an HTML report that shows scheduled reports, with the ability to show all options selected for the report, include the values used in Range Selection and history on when the report has been run. IE9 may return a message "Internet Explorer restricted this webpage from running scripts or ActiveX control" with the option to Allow blocked content that must be check before you can view the options selected or history.
  • Feature: New reports that have been added to the Report Export Manager:
    • Royalty Report  (reschedule)
    • Reprint Royalty Report   (reschedule)
    • Dusty Carton Report  (reschedule)
  • Fixed: Q-Send, Export, Export Clients is now correctly exporting the Inventory Management beginning fiscal period and current period correctly.
  • Fixed: Generating a Custom Price Plan for USSCO or S P Richards no longer puts the cost in columns 2 and 3 when they should be blank.

Goldmine:
  • Feature: Documents are being updated in GoldMine based on the document consultant.
  • Feature: Four fields have been added to the interface, they are SIC code, Primary CNS, Date Started, and Cust Acct.
  • Feature: The Interface tab in GoldMine Configuration now allows you to select who will receive the pending activity or record for Purchase Orders, PO Follow Up, Client Quote, RFQ, Warehouse Release and Reorder Notice.
  • Fixed: Consultants changed in e-Quantum are now updating GoldMine.
  • Fixed: PO follow up codes will no longer update GoldMine when set to not update.


OCTOBER 10, 2011 top   prev(10/5)   next(10/26)

Accounts Payable:
  • Feature: The Summarized format of the Aged AP Report no longer returns a start or close job failed message.

Inventory:
  • Feature: If a Client uses same item ID as distributor item when they are not related, they must check the treat as non-stock in Q-Net tab on the client's item. This will create a PO and ignore the distributor item.

Order Entry:
  • Fixed: Auto Invoicing now clears the selected document screen after processing invoices.
  • Fixed: The Standard PO - No Item ID format now prints the quantity based on the range selections, instead of defaulting to each.

Q-Net:
  • Fixed: System Default settings are now being followed when uploading corporate clients.


OCTOBER 5, 2011 top   prev(9/27)   next(10/10)

Inventory:
  • Feature: The Item price adjustment has a new range selection of Size Code.

Order Entry:
  • Feature: Purchase Orders, split ship tab now displays the Ship Via for each split ship address.
  • Feature: Purchase Orders, split ship tab now displays the address of the ship to that is highlighted next to the edit button.
  • Fixed: Shipping Notices are now sending in both plain text and html.

Q-Net:
  • Feature: The View Internet Order screen has 2 new buttons next to the expand/contract tree buttons. They are "Select All" and "Deselect All".
  • Fixed: Combining Corporate Client Catalogs should now upload correctly.

Q-Send:
  • Fixed: We are now correctly searching all price plans for the lowest cost for Q-Power clients.
  • Fixed: Importing Shipping information and tracking number has been updated. Please download keys to activate.


SEPTEMBER 27, 2011 top   prev(9/21)   next(10/5)

Accounts Payable:
  • Fixed: The Aged Accounts Payable Report is no longer duplicating invoices when printed.

Accounts Receivable:
  • Feature: In Client Maintenance, Client Overrides we have added a new Tab Documents. This allows you to add email letters that can be sent to clients. The first letter we have available is Reorder Reminder.

Inventory:
  • Feature: In Item Maintenance, Reorder Tab we have added a check box "Print Reorder Reminder Letter (if needed".

Order Entry:
  • Feature: The consolidated Printing of an invoice has been optimized to allow multiple invoices to be sent via the batch pdf function.

Q-Send:
  • Feature: We have a new Q-Send option of Letters. The Letter Configuration allows you to create letters to be emailed to clients. At present you are only able to configure a Reorder Reminder Letter. You can do text-only or text and html. For email programs that do not support or have disabled the ability to display html you must include a text-only version. We have also included a Variable option to allow you to select data to be merged into the email.


SEPTEMBER 21, 2011 top   prev(9/8)   next(9/27)

Accounts Receivable:
  • Feature: In Client Maintenance, QNet Tab, QNet configuration, Display tab we have added a new selection of "Show Inventory from this clients' Items". When checked it will allow the inventory from a corporate or distributor client to display on QNet. This has an override Item Maintenance.
  • Fixed: In Client Maintenance, Releases Charges, the Extra charge (Vendor owned + %) now works correctly when only a cost or sell is set up.

Inventory:
  • Feature: Item Price Adjustment is a new function in Inventory, Inventory Reports, Internal Reports. This allows you to increase the Latest cost, Latest Price, Retail Sell, and or Competitors sell by a percentage. A report is generated for review and if the information is correct your then Post the changes. These changes are recorded in the Maintenance Event Log.
  • Feature: In Item Maintenance, QNet Button, Display option we have added an override for the Show Inventory from This Clients' Items" options.

Order Entry:
  • Fixed: The Return HTML Request for quote now updates the Valid Thru date from the Vendor.
  • Fixed: We have added an expiration date to the RFQ.

System:
  • Fixed: In the Export Summary Bill configuration screen we have renamed the Delete Client Button to Delete Configuration.
  • Fixed: You can now have the same tracking number on multiple items on the same document.
  • Fixed: The UPS/FedEx import now writes to a log, no longer returns a blank notepad screen.


SEPTEMBER 8, 2011 top   prev(9/7)   next(9/21)

System:
  • Fixed: In Range Selections, Report Formats, the Custom Report option is now available for selection.

Accounts Receivable:
  • Fixed: Client Maintenance, QNet Tab, QNet Configuration, the upload Corporate Catalog options is now being recognized and overriding the system default.

Order Entry:
  • Fixed: Auto Invoicing Purchase Orders now pulls them in correctly.

Q-Net:
  • Fixed: QNet Configuration, Default tab, Misc Field Defaults, the last option (ship Via) is no longer hidden.


SEPTEMBER 7, 2011 top   prev(8/24)   next(9/8)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Note:You must download keys after installing this patch. Go to File Menu, Utilities, Install/Update, Install Module, Download Keys.
System:
  • Feature: Company Maintenance, Options Tab now has a Allow Vendor Neutral check box. This must be checked before you can set up a Client to Use the Vendor Neutral functions.

Accounts Payable:
  • Feature: Vendor Maintenance, EDI Tab, has been redesigned to allow Ship Via and Freight Payment overrides by Vendor.
  • Fixed: Expensing multiple invoices to an item is now totaling the quantity correctly.

Accounts Receivable:
  • Feature: We have added a new option to the Charges set up; Increase cost by percent.

Inventory:
  • Feature: You can now add up to 50 price breaks on a price plan item.
  • Feature: Item maintenance Notes now shows if an item has Property restrictions (Prp).
  • Feature: Item maintenance, Properties tab now shows a * by the property that is used as a restrictions.
  • Feature: Item maintenance, Properties tab has a check box to "Allow property restrictions for this item in QNet".
  • Feature: Item maintenance, RO tab, now has a Reorder Contact Name and Email field.
  • Fixed: Item restriction listing now prints Obsolete Items in italics when that option is used on the range selections.

Order Entry:
  • Feature: The Active Order Report now has a new range selection of Royalty Code.   (reschedule)
  • Feature: We have increased the number of shipping charges that can be added to 50.
  • Fixed: Clicking on a tracking number in e-Quantum now tracks correctly.
  • Fixed: Editing the address on a split ship now prints correctly on the PO.
  • Fixed: When adding an item to a warehouse release the "Reorder Point Reached" message is now flashing.
  • Fixed: The Coupon information is now printing correctly on all invoice formats.
  • Fixed: The Summary screen of a warehouse releases is now refreshing correctly.
  • Fixed: Invoicing a PO with split ships to the same ship to ID no longer causes a Btreive 5 error.
  • Fixed: Invoicing a Po with multiple split ships to the same location now pulls the correct quantity for each split ship in correctly.
  • Fixed: Adjusting Commission for a secondary consultant now pull in the invoice when the correct invoice number is typed into the field.
  • Fixed: Writing a PO for a numbered item should now pull in the beginning number correctly.
  • Fixed: Creating a new item with a new Form Spec should no longer cause a crash.

Q-Net:
  • Fixed: Downloading orders when you have orders waiting to be generated no longer removers previous orders from the view.

Q-Send:
  • Fixed: Importing Tracking number now pulls in the carrier correctly.


AUGUST 24, 2011 top   prev(8/17)   next(9/7)

System:
  • Feature: The Maintenance Event Log now includes an entry when a warehouse is added, changed or deleted.

Inventory:
  • Feature: Item Maintenance, Tools Menu option (upper left) we have moved all QNet related options to a new QNet Menu Option.
  • Feature: Item Maintenance QNet Menu Option (upper left) we have added "Force Price Upload" to those functions. This is to be used when prices have been changed but not updated on QNet correctly.
  • Feature: Backorder Processing will now put multiple items on the filled backordered releases. This will only happen when backorders are processed from the backorder processing screen. Multiple items will only populate the same release if the ship to and consultant match. Any original releases with credit cards, gift certificates or coupons will not be able to be filled this way.
  • Feature: Processing filled backorders from a release with only backordered items on it will close the original release. A note will go into the original warehouse releases saying "Closed by Backorder Processing" and the "Invoice this release" check mark will be removed on the original release's summary screen.
  • Feature: In Inventory Configuration we have added a footnote that the Scheduler uses the "As Needed" setting.

Scheduler:
  • Feature: We have added Calculate Usage to the Tasks that can be scheduled. The scheduler uses the "As Needed" setting to recalculate usage. This new task allows users to force the recalculation of usage.


AUGUST 17, 2011 top   prev(8/10)   next(8/24)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
System:
  • Feature: In Preferences we have added a new option to the Colors Tab. Main Menu allows you to select the background color used on the main e-Quantum screen.
  • Feature: Right clicking on the main e-Quantum screen will also allow you to select/change the background color.
  • Feature: Right clicking on the 9 buttons on the main e-quantum screen has an added option of Alter Button Color. This allows you change both the button background and button text color.
  • Feature: In Preferences, local options, bar code font now allows you to set the bar code font.

Accounts Receivable:
  • Feature: AR Aged Report now has a range selection of "Ship To" " allowing you to select a specific ship to for a client.   (reschedule)
  • Feature: Delinquency Report now has a range selection of "Ship To" allowing you to select a specific ship to for a client.   (reschedule)
  • Fixed: Client Maintenance, Q-Net Tab, Q-Net Configuration button, InRev Tab, when overriding the image view is now saving correctly.
  • Fixed: Client Maintenance, Q-Net Tab, Q-Net Configuration button, Catalog Tab, Customizing catalog name is now saving correctly.

Inventory:
  • Fixed: Item Maintenance, users with view only rights will no longer have e-Quantum crash if they click the QNet Button.

Order Entry:
  • Fixed: Auto Invoicing Purchase Orders now generates one invoice per document, instead of one invoice per line item.
  • Fixed: Adding an item to a warehouse release using the item list now pulls in the warehouse correctly.
  • Fixed: Release Charges based on tracking number are now being created correctly on the invoice.
  • Fixed: The Q-Net Order Analysis Report no longer will include deleted warehouse releases.
  • Fixed: Release Charges, Line item Charge of any owner $ per line is now resetting line count correctly.
  • Fixed: Cloning a PO now brings in the check mark on the line item instruction tab for Print on PO.
  • Fixed: Purchase Order line Item actions notes now display time correctly, i.e. 14:22:54.
  • Fixed: When auto invoicing, the copy ship to bill selection in item maintenance will force the one document per invoice option.

Accounts Receivable:
  • Fixed: Q-Net, Q-Net Maintenance, Internet Configuration Printing option now functions correctly.


AUGUST 10, 2011 top   prev(8/2)   next(8/17)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Note:When deleting documents -- invoices, purchase orders, quotes, RFQs warehouse releases -- you must be in edit mode.
Accounts Receivable:
  • Feature: Client Maintenance, QNet Tab, QNet Configuration Button, Upload tab has a new check box "Non-ordering QNet client (i.e. no users). An example of when this would be checked is for the distributor or corporate client that does not order on line, but has items that other clients need to order. This prevents sending unnecessary data to QNet for these non-ordering clients.
  • Fixed: Reprint Sales Tax report label has been changed from "All invoices as of today's date" to all invoices as of the original date.

Order Entry:
  • Feature: The Client profile report has a new add a range selection Print Item Instructions, Yes or No. This allows printing of the line item instructions.   (reschedule)
  • Feature: New report, Vendor Order Recap, show Vendor Name, Document number and document date. You can page break by vendor and send to the vendor to verify they have received all pending orders.
  • Fixed: Purchase order packing lists now print the correct instructions.
  • Fixed: Checking the Copy vendor instructions box when invoicing a PO now brings in the Vendor instructions into the invoice.
  • Fixed: Multi vendor Purchase orders are now displaying correctly when you are expensing.
  • Fixed: Freight entered on the invoice summary screen for freight exempt clients will no long show a sell.
  • Fixed: Freight on releases is now using the margin/extra dollars.
  • Fixed: Credit card information on Purchase Orders Generated from QNet orders now follows through to the invoice correctly.
  • Fixed: Special pricing is no longer printing multiple times on a PO.
  • Fixed: Vendor PO register report now includes multi vendor.

Q-Net:
  • Fixed: View only items are now displaying correctly in the category tree.


AUGUST 2, 2011 top   prev(7/28)   next(8/10)

Accounts Receivable:
  • Fixed: Client Maintenance, QNet button, Misc Tab, email address now allows 250 characters.

Inventory:
  • Feature: Item Price Plan List has an Item ID range selection option.
  • Fixed: Item Maintenance, QNet Button, Charges tab allows you to delete charges.

Order Entry:
  • Feature: OE Configuration, Purchase Orders has a new option of Freight Cost = Sell Yes or No. This allows you to default the freight sell price to the cost (yes) or allows you to mark it up based on the freight tab of client maintenance (no).
  • Fixed: The Special instructions from the PO are now printing on the Invoice packing list (both formats).
  • Fixed: The Invoice report is no longer printing invalid characters for a freight cost-only invoice.


JULY 28, 2011 top   prev(7/14)   next(8/2)

Accounts Payable:
  • Feature: Vendor Maintenance, Remarks Tab has a new option for Vendor Remarks. Display when selected…AP option are always display or do not display, PO options are system default, always display or do not display.

Accounts Receivable:
  • Feature: Client Maintenance, QNet Tab, QNet configuration button, Display tab has a new option that will be used in the future on QNet. The Option is in Display Defaults, and it is Attribute Grid. You can select to Use grid if 2 attributes, Use grid if possible, Do not use grid or system Default. Programming on the QNet side will be done later this year.
  • Feature: Client Maintenance, QNet Tab, QNet configuration button, Item Price options has a new option for Items with multiple inventory prices. The option is lowest inventory price; this is not a recommended option.

Inventory:
  • Feature: Item Maintenance, QNet Button, General tab has a new option that will be used in the future on QNet. The Option is in Display Defaults, and it is Attribute Grid. You can select to Use grid if 2 attributes, Use grid if possible, Do not use grid or Client Default. Programming on the QNet side will be done later this year.
  • Feature: Item Maintenance, QNet Button, Item Price tab has a new option for Items with multiple inventory prices. The option is lowest inventory price; this is not a recommended option.

Order Entry:
  • Fixed: QNet releases are now generating correctly when the generate option is set to Multiple Orders per Release.
  • Fixed: The Invoice Register Report is now printing Add on Charges Correctly.

Q-Net:
  • Feature: QNet Maintenance, Internet configuration, Defaults tab has a new option that will be used in the future on QNet. The Option is in Display Defaults, and it is Attribute Grid. You can select to Use grid if 2 attributes, Use grid if possible, or Do not use grid. Programming on the QNet side will be done later this year.
  • Feature: QNet Maintenance, Internet configuration, Defaults tab, Item Price options has a new option for Items with multiple inventory prices. The option is lowest inventory price; this is not a recommended option.


JULY 14, 2011 top   prev(6/27)   next(7/28)

Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Accounts Receivable:
  • Feature: Receipts can now be applied to a QNet Order.

Accounts Payable:
  • Feature: The Selected Invoices Listing Report has a new column with the heading of CC. This will populate with CC when a vendor is set up as a credit card vendor.

Order Entry:
  • Feature: Warehouse releases printing now has a range selection to "Print Ship to Email" Yes or No.   (reschedule)
  • Feature: OE invoice batch printing has a new range selection of Ship To.   (reschedule)
  • Feature: The Summary Bill has a new range selection of Client PO number.   (reschedule)
  • Feature: The Client Savings Analysis Report has 2 new range selections; Suppress Distributor owned POs and Suppress Client owned Releases.   (reschedule)
  • Feature: The Return artwork and the Change PO status menu options have both been moved to a new option. OE > Purchase Order > Update PO's.
  • Feature: We have a new option under the Update PO Menu, it is Change PO Ship Date. It allows you to select a PO and update selected or all of the items on with acknowledged or revised ship date and you can input the Vendors job number at the same time.
  • Feature: We have added a new function in OE Maintenance, called Activity Code. This is designed to allow you to set up time related cost and or sell charges. You can create a Code, describe what it refers to, add a cost and sell per minute, set an increment time, set up a default time, specific the product group, add a follow up code, and check boxes for taxable and commissionable.
  • Feature: In the new Update PO Menu Option we have added a PO Time Sheet Entry screen. You will put in the PO number, select the item and then add one of the defined codes, put in the time, add a note if needed, and update the follow-up code. This will have its own security option in e-Quantum, allowing you to have users add this information without giving them access to other parts of the system.
  • Fixed: Warehouse release line item remarks are now transferring to invoice when selected.
  • Fixed: Warehouse release remarks are now saving and printing correctly.
  • Fixed: Credit cards are now populating correctly on filled backorder releases.

Q-Send:
  • Feature: The Report Export Manager (options module contact Sales@e-Quantum.com for more information) has a new configuration option on reports that allows you to Include, exclude, and move columns prior to exporting. Configuration options will be saved by user.
  • Feature: The Vendor PO Register has been added to those available in the Report Export Manager.   (reschedule)

JUNE 27, 2011 top   prev(none)   next(7/14)

Note:All Distributors with Quantum Net must logon to e-Quantum as SUPERVISOR go to QNet > QNet Maintenance > Internet Configurations and SAVE.
Note:Scheduled reports that have had new sort or range selections added will need to be deleted and rescheduled.
Note:Clients using our shipping interfaces, FedEx, UPS, will need to do to OE Maintenance > Shipping Method Codes and edit the codes and select the appropriate carrier ID from the drop down selection. This must be done to access the new menu option Shipping Import / Export Import tracking numbers screen.
System-Wide:
  • Feature: Our version V.10.1-11-0627 translates as V.10.1 is the CD Version, -11 is the year, -0627 is the month and day.
  • Feature: We have added a new Button to the main e-Quantum menu. The button "last" will take you to your last menu accessed.
  • Feature: Company Maintenance has had the Contact removed and both an Email and a Website field added. These will be added to documents on an ongoing basis.
  • Feature: We have added a new selection to the Password Options. If Password must be changed periodically is selected you can set the number of passwords that must be used before one can be reused.
  • Feature: On all reports with format selections you can configure which will be available for users. You must be Supervisor or have Supervisor access to the report to access this feature.
  • Feature: Security and Password changes will generate an email notification of the change; this email will be send to the email address set up in QNet, Internet Maintenance, Internet Configuration for the Supervisor.
  • Feature: Email address field length has been increased from 100 characters to 250.
  • Feature: Company Maintenance, Alternate Address ID is now numeric instead of alpha.
  • Feature: The System log now has information on when reports are scheduled.
  • Feature: The Company log now shows changes to client ID's, It will show the old ID and the new ID.
  • Feature: The Company log will now shows deletion of PO line items.
  • Fixed: In Preferences, the bar code font selection has been moved to the Local Tab.
  • Fixed: The Maintenance Event log now show changes made to product groups (example: GL Account Numbers changed)
  • Fixed: The Maintenance Event log now reports deleting of consultants.
  • Fixed: In Security Setup cloning a user also clones the consultant restrictions.

General Ledger:
  • Feature: Adding a new General Ledger Account Number will trigger a popup window notifying the user to update financial reports with the newly added account number. Users with Supervisor access will see an Update Button; others will need to add the accounts in Financial Report Setup. All reports should be reviewed to be sure that they will sub-total correctly.
  • Feature: Bank Account set up now has 3 tabs. The Address tab is for the bank's physical address. The Set up Tab contains fields for your account number, the check format selection, beginning check #, and GL cash account. The Remit-To tab allows you to set up an address to be used on invoices to the client.
  • Feature: The Balance Sheet Report has a new format that does not contain last year to date figures.
  • Feature: The Trial Balance report has a new summary version format.
  • Feature: The Income Statement has a new format that does not contain last year to date figures.
  • Fixed: The Balance Sheet Report has been changed to allow the full description to print.
  • Fixed: The Budget Income Statement has the spacing corrected to show lower cases letters completely.

Accounts Payable:
  • Feature: We have added an A4 format of the Vendor label.
  • Feature: Expensing in Account Payable now allows you to expense to a Release line item. At present this can be done in Accounts Payable only.
  • Feature: Vendor Maintenance, Contact Tab now has a check box to select the Contact type. Options are PO, RFQ, Accounting, and Packing list.
  • Feature: The Cash Requirement report has a new sort option; Include On-Hold Invoices, Yes or No.   (reschedule)
  • Feature: Vendor Maintenance, Contact tab now has the ability to add up to 100 total contacts per vendor.
  • Feature: Vendor Maintenance, Contact tab now displays the Fax number below the title and email.
  • Feature: Vendor Maintenance, Remarks Tab has an addition field. We have added PO body Notes which will allow you to set up a specific note to be on all Purchase Orders for that Vendor.
  • Feature: Vendor Maintenance, Remarks Tab, Vendor Remarks has a new drop down to allow you to override the OE PO configuration setting of Display when Vendor is selected. The options are System Default, Always Display or Don't Display.
  • Feature: Vendor Maintenance, Page 2, The Update Vendor Center check box has been moved to Pg. 3.
  • Feature: Vendor Maintenance, Page 3, New option added "Available in CNS Center" Contact Sales@e-Quantum.com for information on this new module.
  • Feature: Vendor Maintenance, Page 3, New option added "Pay with Credit Card". When checked it will allow you to select invoices to be paid based on Payment Type.
  • Feature: In Select Invoices to be Paid we have added a new Payment Type Selection. The options are: Any Method, Standard (check), or Credit Card.
  • Feature: AP Recurring Invoice Set up screen has changed, we now have check boxes to select the months.

Accounts Receivable:
  • Feature: Client Maintenance, Chg Tab, we have added new options based on a Per Unit Charge.
  • Feature: Client Maintenance, QNet Tab, QNet Configuration Button, Generate Tab, we have added check boxes to show Item notes for PO's and / or Releases when orders are generated.
  • Feature: Client Maintenance, Set Up Tab, we have added a new field: Remit to. You can select a bank code and that will pull the remit to address from the Bank Account set up on the invoice to the client.
  • Feature: In Client Maintenance, Address Tab, we have renamed the Resell # field to Resellers Permit # and added a Permit Expires Date field.
  • Feature: A new AR report has been added, reseller Permit Listing, to track when the Resellers Permits will expire.
  • Feature: Client Maintenance, Freight Tab, we have added the ability to have both a margin percent mark up plus an extra dollar charge.
  • Feature: Client Maintenance, QNet Tab, QNet Configuration Button, Display tab now has a check box "Use Item Property Restrictions".
  • Feature: Client Maintenance, Override now has a Properties Tab to allow you to override the System defaults set up in the Inventory Maintenance Properties Tab. Options are: System Default, Used, Not Used, and Restriction.
  • Feature: Client Maintenance has a new Button called Overrides, for quick access to the client override function.
  • Feature: Client Maintenance, Override, now includes Use Closest Warehouse. Options are Use system Default, Yes or No.
  • Feature: Client Maintenance, Set up tab will show the word "Overrides" in the lower left IF you have overrides set up for the client. Clicking on the button will access the Client Override screen.
  • Feature: In AR Configuration a new tab has been added. This tab is Client Class; you can define up to 26 classifications (A to Z). These will be used as a range selection option on reports
  • Feature: Client Maintenance, Address Tab we have added a new field to allow selection of the Class you want to assign to clients.
  • Feature: Client Maintenance, Chg Tab, has had all of the Release Charge screens redesigned. The fields displayed will change based on the charge type selected.
  • Feature: Client Maintenance, Client Overrides, we have added Allow Negative Inventory. Options are System Default, Allowed, Not Allowed
  • Feature: The Client Listing Report now has the option to print secondary consultants.   (reschedule)
  • Feature: The AR Gift Certificate Listing Report range selections now include an option to suppress used certificates, Yes or No.   (reschedule)
  • Feature: Client Maintenance, QNet Configuration, GenerateTab has new options to Show Item Notes when generation PO and or Releases.
  • Feature: The AR Receipts Register, on the Client ID or Alpha Sort Option, now shows an added column, Days to Pay. It calculate the days between the day of the invoice and the day of the payment to come up with the number of days to pay. This is listed by each invoice.
  • Feature: The AR Receipts Register now creates an average amount for each client and lists it in the client total. (Add all of the days to pay together and divide by the number of invoices).
  • Feature: The AR Receipts Register has had added in the report total add an Average Days (add all of the days to pay together and divide by the number of invoices).
  • Feature: Client Maintenance, Ship To Maintenance, Address tab we have added a new check box "Ignore Tax Rules". This allows to to set up primary and alternate tax codes that will not be overridden by tax rules.
  • Feature: Client Maintenance, QNet Tab, QNet Configuration now has a new tab In-Rev for In-Revision Defaults. This will allow you to add a graphic to be used to replace the Primary Image on an item when it is being revised. You can also add a note in the short, long and in cart description. You can have the note added at the beginning or at the end of an existing description.
  • Feature: Client Maintenance, Overrides, a new option "Separate Rls/Ivc by expense class has been added. If check it will create a separate invoice based on item expense class when the Auto-Invoice function is used.
  • Feature: In Client Maintenance, Chg Tab, we have added a new release charge option. You can select a Warehouse and have the Release charge apply only to items releases from that warehouse.
  • Feature: In Open Credit cards we have added a new column that will display the amount authorized on Quantum Net.
  • Feature: In AR configuration, General Tab we have added the ability to set up a default term for all new clients.
  • Feature: On the AR On Account Report we have added an additional column that lists the PO, Release, or QNet order number the on account amount has been applied to.
  • Feature: Client Maintenance, Ship To Tab, Inv Set Up Tab has an override check box for "Ignore Closest Warehouse Setting"
  • Feature: Coupon Maintenance, Main window now has a column that shows "Used".
  • Feature: Client Maintenance, QNet Configuration Button, Misc Tab, has a new option Vendor Neutral "A vendor-neutral client knows your cost and vendors. You should only activate this option if you are certain of this fact!" When checked it will allow Vendor and cost information to be upload to certain QNet Reports. To activate this the user must have Supervisor Access.
  • Feature: The AR Coupon List Report now has a column to designate Used. It will show a Y or N.
  • Fixed: Deleting Clients now removes the Client and their configurations from the Export Summary Bill.
  • Fixed: The Client Listing Report Range selection of "Last Order Date", has been corrected to "Last Invoice Date".
  • Fixed: The AR Delinquency Report now consistently prints the AP contact and Phone number.
  • Fixed: The replace from option in Client Maintenance, Set up Tab now applies to Packing Lists from Purchase Orders.
  • Fixed: When selecting a credit card on an existing AR invoice only the credit card type, last 4 digits, expiration date, and name on card display. If you are entering a new credit card you will need to click on the Edit tab to access the fields needed.

Inventory:
  • Feature: Item Maintenance, QNet Button, Description Tab has 2 new fields added:
    • 1. View Cart Description will displayed on QNet in the View Cart Screen
    • 2. Key Words will be used in QNet enhanced search capabilities.
  • Feature: In Inventory Configuration we have added a new Tab, Properties. These are set up globally but will be turned on by Client and used by Item. They can be set up using a String, Drop down or check box option.
  • Feature: Item Maintenance has a new Tab, Prop. This is where the specific properties for an item are assigned.
  • Feature: Item Maintenance, QNet Button, has a new Tab, Charges. You can set up Flat or per unit additional cost/sell for an item. Examples would be Rush Charges, Setup charges. Your options for both cost and sell are Flat Amount, Per Unit Amount or % of Total Cost/Sell. You will Give it Descriptions, assign a product group. And check Commissionable and Taxable.
  • Feature: Item Maintenance, QNet Button, has a new Tab, Download. This allows you to set up a Pay-Per-Download Item. You will select the items from the Digital Asset Manager, determine the number of days the download will be valid for and set the number of times you are allowed to download the image (Download limit, zero = unlimited downloads) The Description and Image will pull in from the Digital Asset Manager.
  • Feature: Item Maintenance, Attribute set up now has a Retail Sell for the Extra Charge.
  • Feature: Item Maintenance, The Alias Item field has been moved from Page 2 to page 3.
  • Feature: Item Maintenance, Item Overrides, we have added Allow Negative Inventory. Options are Client Default, Allowed, Not Allowed.
  • Feature: Item Maintenance, Attributes set up now has a Force Zero Retail check box to allow you to send items to a retail site with no extra charge. (Normally the Retail site would pull in the Regular Sell if no retail price is set).
  • Feature: Item Maintenance, Orders Tab now has the ability to display the Last PO. You can access either by clicking on the underscored O in Last PO# or by using ALT O.
  • Feature: Warehouse Maintenance now has fields for the physical address of each warehouse. To use the new function, Release from Closest Warehouse, you must have a zip code added to the warehouse information.
  • Feature: Client Location Inventory/Usage screen both have been revised to include a min/max inventory quantity.
  • Feature: The Release Report - Sell and the Release Report - Cost has a new Summarized Format which prints the Expense Class Summary only.
  • Feature: The Item Audit Report has a new Range Selection of Ship to ID.   (reschedule)
  • Feature: The Usage History Report, Summary format now includes the Reorder Quantity, the On-Order Quantity and the Backorder Quantity.
  • Feature: The Monthly Inventory Report now has a Consultant Range Selection.   (reschedule)
  • Feature: Item Maintenance, QNet Button, Suggest Tab now has two options. First is Related Items; these are items similar to the selected item. Second is Accessories; these are items that could be ordered with the selected item.
  • Feature: Item Maintenance, Page 2 has a new Selection "In Revision" When this is checked it will replace the primary image with the In Revision Image set up either in QNet Configuration Defaults, or on a Client level in the QNet In-Rev tab.
  • Feature: Item Maintenance, QNet Button, General Tab has a new option to the Upload Speclet function. It is Upload for QNet RFQ/Reorders that will be used for a new Reorder notice on QNet.
  • Fixed: Stock items are no longer being updated with a Reorder Date when the Calculate Reorder date is turned on in OE configuration.
  • Fixed: The non-stock reorder notice will now print all information in the item reorder notes.
  • Fixed: The Perpetual Inventory Report and the Perpetual input function now sort Item ID's in the same way.
  • Fixed: Warehouse Release Editing, now displays all warehouses for an item, even if they have no inventory lot record or an empty inventory lot record.
  • Fixed: When cloning an item the Upload to QNet setting now clones correctly.
  • Fixed: Scheduling Non-stock Reorder Notices will no longer send notices to all clients when one consultant is selected.
  • Fixed: Item maintenance, Tools option, we have added new capabilities to the Change Usage Calculation Method options. We have a selection option to change Normal, Weighted Average, Fixed Average, and System default to Normal, Weighted Average or System Default.
  • Fixed: In Inventory Maintenance, Item Group Maintenance, QNet Tab, the short description field now saves correctly.

Order Entry:
  • Feature: We have added a new range selection to the Client Profile Report: Include Attributes, Yes or No.   (reschedule)
  • Feature: When you are using the batch pdf function to Send POs, all attachments will now be included.
  • Fixed: Releases generated from backorders should now pull in credit card information from the original release.
  • Feature: Purchase Orders, Misc Tab now have a new option, Order Source. This will be used to pull in the source of the order from a selection table created by the Distributor.
  • Feature: Purchase Order Configuration has a new selection "Default source for Manual PO"
  • Feature: Warehouse Release Order Configuration has a new selection "Default source for Manual PO"
  • Feature: We have added a new tab to warehouse releases for Add-On charges.
  • Feature: The Warehouse Release Summary screen has a new field, Order Source. This will be used to pull in the source of the order from a selection table created by the Distributor.
  • Feature: The Warehouse Release Summary screen has a new field, Item Freight. This will be used to show expensed and item freight.
  • Feature: The Client Profile sort option of Client alpha now sorts correctly.
  • Feature: Consultant Setup has a new tab, Numbers, This allows set up of Consultant specific numbering for Purchase Orders, Releases, Quotes and Request for Quotes.
  • Feature: We have added the ability to set up Recurring Releases. This is found in OE Maintenance > Recurring Document Setup > Recurring Release set up. Once set up you will go to O/E Period End > Recurring Documents > Generate Recurring releases.
  • Feature: We have added the ability to Auto Invoice Purchase Orders, This is found in OE > Invoices > Auto Invoice. Invoices for both Purchase Orders and Releases can be generated from this screen.
  • Feature: The Auto Invoice function can be scheduled.
  • Feature: In the Auto Invoice function, we have added a new Option to the date selections of Specific range to allow you to select a date range.
  • Feature: We have added a notes field to Special Pricing on Quotes and Purchase Orders. If entered on a Quote they do pull forward to the PO
  • Feature: Purchase Order Printing has a new Range selection, Print Special Pricing Notes: yes or No.   (reschedule)
  • Feature: Quote to the Client Printing has a new Range selection, Print Special Pricing Notes: yes or No.   (reschedule)
  • Feature: Purchase Order Split Ship Notes will now print on the PO.
  • Feature: Purchase Order Split Ship now has an Attention Line.
  • Feature: Purchase Order Split Ship now has the ability to edit the ship to address.
  • Feature: Purchase Order Split Ship now has a Ship Via.
  • Feature: Purchase Order Split Ship now has the ability to have the same ship to entered multiple times. Example, ship a small quantity to a ship to address via overnight servers, and the balance to the same ship to via ground.
  • Feature: Purchase Orders and Releases now have Actions Notes. On Purchase Orders these are found on the Notes tab. On Warehouse Releases these are found on the Line Item Remarks Tab. They have a check box "Visible on QNet" and when that is selected they will appear on the new QNet Line Item Tracking Report.
  • Feature: Order History for Releases now has a # button. This will display the numbers shipped on each release for numbered items.
  • Feature: Purchase Order Configuration has a new selection "Default Source for Manual PO"
  • Feature: In OE Period End, Recurring documents, we have added the ability to schedule the recurring releases and recurring OE invoices.
  • Feature: Tracking Numbers can be added at the item level, and when you are displaying them you have the options to Show All, Document, Item, or ship to related numbers. These will also be sent to the new QNet Line Item Tracking Report.
  • Feature: Order Entry configuration, Warehouse Release has a new option; Use Closest Warehouse: Yes or No. This will allow shipping from the warehouse closest to the ship to. This can be overridden in Client Maintenance, Client Overrides.
  • Feature: Purchase Order, Acknowledgement screen has been rearranged and has a Ship Via field added.
  • Feature: Follow up codes now have a check box "Visible to Client". If checked the follow up code will display in the QNet Client Status Tracking Report.
  • Feature: RFQ's, Return RFQ, Price Breaks now have a Quote Valid through date field. This can be filled in by the Vendor when the HTML RFQ is used.
  • Feature: The Consolidated Printing of an Invoice has a new Range Selection; Report Sections. Options are Print Invoice Summary, Invoice Detail or Chargeback Summary.   (reschedule)
  • Feature: The Active PO Report now has a new range selection of Print Acknowledgement Notes Yes or No.   (reschedule)
  • Feature: The Invoice Register has a new range selection; Print Bill Notes Yes or No.   (reschedule)
  • Feature: Viewing a PO now shows if the line item has split ships in the Status line (bottom of screen).
  • Feature: Commission Adjustments can now be made to secondary consultants even if they have no invoices on which they were a primary consultant.
  • Feature: Printing of Impending Warehouse Receipts now has a range selection for Warehouse.   (reschedule)
  • Feature: Purchase Order Packing List Printing has a new format, Sorted by PO#. This format sorts the packing lists in Client / PO# order.
  • Feature: Purchase Order Packing List Printing now has a new Range Selection; Item ID.
  • Feature: Order History, Invoice History now has a column to show ownership of item.
  • Feature: OE Configuration, Purchase Orders now has a selection, Supervisor to Delete, Yes or No.
  • Feature: In OE, Posting invoices from OE to AR we have added a new Pop-up message that notifies you if you are posting to a period other than the period AR is currently in.
  • Feature: Warehouse releases now have a line item Ship Via option.
  • Feature: OE Maintenance, Ship Method Codes, Screen has been changed. You will need to edit and select a carrier ID if you are importing tracking numbers.
  • Feature: OE Maintenance, New Option: Shipping Carrier Set Up, it will allow you to set up your own carriers, the primary use will be to identify tracking number sources.
  • Feature: OE Invoices, have a new Tab; page 2. This now displays type, size and ply (moved from page 1) and Order Source.
  • Feature: Warehouse Release, line Item Ship to Stats screen now has a Charge to Field.
  • Feature: Invoices, Split Ship tab now has a Ship Via option.
  • Feature: RFQ address tab now has the email address from the QNet RFQ.
  • Feature: RFQ, Page 2 now has a field for Order Source.
  • Fixed: We have increased the size of the Remarks, Body and Bill Notes for releases.
  • Fixed: The Vendor PO Register now includes multi-vendors.
  • Fixed: When adding the first follow up remark the "New Item" text will no longer display.
  • Fixed: The A4 Invoice format 1 now pulls in the invoice number correctly.
  • Fixed: Cloning a PO now also clones the split ships associated with the line item.
  • Fixed: RFQs, the search by Vendor ID now works correctly in the locate RFQ.
  • Fixed: The Sales Analysis Report PO number field display has been in enlarged.
  • Fixed: When cloning a quote or copying an item from a previous quote; changing the remarks on the new quote no longer changes those on the original quote/item.
  • Fixed: The A4 format of the booking report, Standard by Consultant now totals correctly.
  • Fixed: When you right click on a PO in Order history and Reorder Selected Item, it now brings over the previous freight cost and sell to the MISC tab.
  • Fixed: Writing a Quote to Client for an Item with Price Breaks, now brings in the cost from the price break.
  • Fixed: Shipping Notices sent to QNet user now include all information.
  • Fixed: When selecting a credit card on an OE document, PO, Release or Invoice, only the credit card type, last 4 digits, expiration date, and name on card display. If you are entering a new credit card you will need to click on the Edit tab to access the fields needed

Q-Net:
  • Feature: QNet Maintenance, Internet configuration, the generate tab has new fields:
    • 1. Pay Per Download Vendor
    • 2. Order Source
  • Feature: QNet Maintenance, Internet configuration, the generate tab has new options for Update Contact Info, Check Credit Limit, and Check Hold Codes.
  • Feature: QNet Maintenance, Internet configuration, we have replaced the General tab with 2 new tabs, Upload and Preview.
  • Feature: Upload Tab: The Upload Tab now contains the Site ID, and the check boxes for Prompt before uploading, Auto-select unchanged clients in export, Show upload results in browser, Force upload of sales tax information, force upload of speclet setup information and Upload "DEMO" client form TEST company.
  • Feature: Preview Tab: The Preview Tab now has selections when downloading orders. The dropdown options are: Prompt from Download, Automatically Download, Manually download. If you are automatically downloading orders, the Automatically Download options will remove the Download Orders Popup window.
  • Feature: We have also moved the check boxes for Auto-select orders in preview windows, Force display of order remarks, and Prompt if generating all clients.
  • Feature: QNet View Orders Screen now has a Download button.
  • Feature: QNet Maintenance, Internet configuration, Preview Tab has a check box to Display Returned RFQ's during import. When checked the Return RFQ's will display in a pop up.
  • Feature: QNet Maintenance, Internet Configuration, Generate Tab now has a Check Hold Codes options. If checked it will pop up hold codes when generating QNet Orders.
  • Feature: QNet Maintenance, Internet Configuration, Catalogs Tab now allows you to select the order that catalogs will appear on line. This can be overridden at the client level.
  • Feature: QNet Maintenance, Defaults tab now has a new option for In-Revision Defaults. This will allow you to add a graphic to be used to replace the Primary Image on an item when it is being revised. You can also add a note in the short, long and in cart description. You can have the note added at the beginning or at the end of an existing description.
  • Fixed: Restrictions based an groups are now functioning correctly on QNet.

Q-Send:
  • Feature: Export Summary Bill has new fields added included are: characteristic codes, item properties, invoice fiscal year, calendar period both numeric (1 -4 and string Q1- Q4) with a translation table, Purchase orders Vendor ID, Vendor Name, Invoice Line "number", Client PO from the Summary screen, total freight for the invoice, total product (items) for the invoice, total tax for the invoice, Total GST tax for the invoice, The Company (Distributor's) Name and Address.
  • Feature: Email Subject Lines variable have two new options, [SHIP_ID] The document's main ship-to ID and [SHIP_TO_NAME] The document's main ship-to Name.
  • Feature: The Shipping Module export/import function have been combined into one menu option, Shipping Import/Export.
  • Feature: Q-Send, Export Items now includes the Weight of the Item.
  • Feature: The Report Export Manager (add on module, contact Sales@e-Quantum.com) has these new reports added:
    Newly added reports:
    (need to be rescheduled)
    AP Expense ReportGL Transaction ReportGeneral Ledger Report
    Aged AR ReportWork in Progress (WIP)Backorder Status Report
    Consultant History ReportRelease Report - SellRelease Report - Cost
     
    Existing exportable reports:
    Active PO ReportClient Profile ReportCommission Repost
    Consultant History ReportInventory Analysis Report - CostInventory Analysis Report - Sell
    Inventory Management ReportInventory Pre-post ReportInvoice Register Report
    Item Audit ReportProduct Category Detail ReportRFQ Follow-up Report
    Release Report - CostRelease Report - SellReprint Commission Report
    Reprint Tax ReportSales Analysis ReportSales Tax Report
    Stock Status ReportSummary Sales Analysis ReportTransaction Detail Report
    Transaction Journal - CostTransaction Journal - Sell
  • Fixed: Generating USSCO price plans based on lowest cost no longer look at the cost of previously generated price plans.
  • Fixed: The CCH Sales Tax Import (add on module) has had verbiage added to remind client to do a backup before running.


End of document