EQ DISTRIBUTOR REVISION HISTORY

EQ Commerce
  • Resolved an issue where credit card authorizations were not being received properly which could result in the appearance of duplicate card charges.
Accounts Receivable
  • Resolved an issue where the ship via list was not saving in Client Maintenance.
Order Entry
  • Resolved an issue with gift certificates applying incorrectly to documents.
  • Resolved an issue where a new item order from a corporate client was not populating information correctly when generated.
  • Resolved an issue where the extended sell price on the pre-invoice format of the PO expense report was not displaying properly when multiple vendor invoices were expensed to the line item.
Q-Send
  • Removed the deprecated 'Import Orders' function from the Q-Send menu, as this functionality is now integrated into the internet order download process.
  • The following fields have been added to the Export Summary Billing:
    • GCERT_AMT - Gift certificate amount applied against invoice
    • OE_CC_CHG - Credit card amount charged by line item from OE
    • ROYALTY - Royalty from royalty report
    • COUPONS - Coupons applied
    • QNET_DATE - Ecomm order date (the qnet part was used to match existing related fields)
    • ATTRIBUTES - A text field that contains a summary of the attribute combinations ordered. This will only show up on excel 2010 format.
  • In the Export Summary Bill configuration screen, the Move Up button's behavior has changed. If you move an active field up, it will skip past the inactive fields above it so that you do not need to move it up one line at at time. Also, ctrl-clicking the Move Up button moves to the top of the list, ctrl-clicking the Move Down button moves the field to the bottom of the list, and clicking the new 'Cleanup' consolidates all the active fields to the top of the list.
Accounts Receivable
  • Resolved an issue that could cause a system crash during client editing.
  • Increased the limit on drop-down options in Extra Data Fields.
Order Entry
  • Resolved an issue where the File menu options in Release Editing were not working properly.
  • Resolved an issue where the option to suppress $0 add-on charges was not being observed correctly.
General
  • Resolved a display issue on the patch download website.
Accounts Payable
  • Resolved an issue where Check was displaying as a payment option even when disabled in Vendor Maintenance.
Accounts Receivable
  • Resolved an issue where the AR Open Invoice Report was displaying the same payment across all clients, resulting in an incorrect grand total.
  • Resolved an issue that prevented the invoice number from displaying on the Authorize.net transaction receipt.
Inventory
  • Added the reorder contact info to the Inventory Management Report export.
Order Entry
EQ Commerce
  • Resolved an issue with upcharges displaying the retail sell on B2B sites using Resell client-owned inventory.
DB Commerce/DB Sourcing/DB Reports
  • Resolved an issue where a price plan change was not correctly updating the DB Commerce/Sourcing data.
Q-Send
  • Resolved an issue where the Export Summary Billing sales report was not calculating the tax rate properly.
Accounts Receivable
  • Resolved an issue where the Receipts Register export was not including the deposit ID on receipt writeoffs.
  • Added Receipt Notes to the Receipts Register export.
General Ledger
  • Resolved an issue where GL accounts could not be deleted due to orphaned GL Recurring Detail records.
Inventory
  • Resolved an issue where some item images were not being saved and retrieved correctly in item maintenance.
EQ Commerce
  • Resolved an issue where the EQ/c sales tax calculation was not recognizing the destination use tax settings.
DB Commerce/DB Sourcing/DB Reports
  • Added an option to use EQ/d-generated PO & Release numbers for DB/c and DB/s orders.
System
  • Updated the version number of EQ Distributor to 12.15.
Accounts Receivable
  • Changes to Release Charge editing:
    • A 'Help' (?) button with a description of the charge was added.
    • The Maximum Field was removed for the 'Minimum Release Charge' type as it's not applicable for that type of charge.
    • A warehouse can be assigned to a Release Charge.
Order Entry
  • Resolved an issue where release freight on an invoice line item was not recognizing the commissionable default setting.
  • Resolved an issue where the PO/Release Expense report was not displaying expensed releases correctly.
  • Resolved an issue where the Quotation Status Report failed if the Valid Thru date was blank.
  • Resolved an issue with the prepayment display on the invoice.
EQ Commerce
  • Resolved an issue where the In Revision text was not displaying if the item did not have a long description.
  • For EQc orders, a note has been added next to the EQc order number to indicate the source of the order. Orders placed in EQc responsive will display "(resp)" following the order number.
  • Resolved an issue where certain uploads to EQ/c were timing out and failing to complete.
Q-Send
DB Commerce/DB Sourcing/DB Reports
  • Resolved an issue where orders with credit cards that were set to manual settlement on DBc were not being processed correctly in EQd.

Accounts Receivable
  • Added a setting to override the credit surcharge at the client level on the Chg tab in Client Maintenance.
Order Entry
  • Resolved an issue where the Release delivery instructions were not displaying on the backorder.
  • Resolved an issue where the Duplicate Invoice message was incorrectly displaying based on the Print Paid Message setting.
  • Resolved an issue where the Compact PO Stub/Landscape format was not totaling the margin correctly with multiple items on the PO for the same vendor.
  • Resolved an issue where previewing invoices with allowances could result in a program crash.
  • Resolved an issue where an erroneous Paid message was displaying on invoice format 1A.
  • Resolved an issue where the Release Charge sell was not being calculated properly and could result in a negative charge.
Q-Send
  • Resolved an issue where Export Clients could result in a program crash.
DB Commerce/DB Sourcing/DB Reports
  • Resolved an issue where the min/max data was not being populated on DB Commerce.
Order Entry
  • Resolved an issue where the minimum release charge was not calculating properly based on individual releases.
  • Resolved an issue where incorrect term warnings were displaying in the Invoice Summary Screen.
  • Resolved an issue where O/E Invoice Editing could experience a program crash.
  • Resolved an issue where manually adding an item to a sales order with specific warehouse options could result in a program crash.
    • Order Entry
    • Resolved an issue where O/E Invoice Editing could experience a program crash.
    • Resolved an issue where manually adding an item to a sales order under certain circumstances could experience a program crash.
    Accounts Receivable
    • Updated retail configurations to allow usage by DB Commerce for the purpose of facilitating the resale of client owned inventory. Review this document for relevant changes:
      Using retail sites for the resale of client owned inventory on a B2B site: https://scribehow.com/shared/B2B_Business_to_Business_Websites__2bQHmUJbSUGd03jybEWQcw
    • Resolved an issue with coupon conditions where the Item List rule was failing if too many items were added.
    • Resolved an issue where Extra Data fields could not be deleted.
    Order Entry
    • Resolved an issue where invalid sales orders could cause a program crash in O/E Open Credit Cards.
    • Resolved an issue that was preventing users from adding a new Followup Code.
    • Resolved an issue where some commission adjustments were not displaying on the relevant commission report.
    EQ Commerce
    • Resolved an issue with USPS (US Postal Service) Live Lookup.
    Accounts Receivable
    • Added the GP% (Gross Profit) to the AR Client Sales report export.
    Order Entry
    • Added an option for Azure hosted clients to copy link to clipboard when viewing an order attachment. This gives the user access to the attachment URL to open in a browser of choice on their local machine.
    • Resolved an issue where the fixed minimum release charge and handling charges were not calculating correctly.
    • Added an option in O/E Configuration to default freight as Commissionable.
    • Added a check that will disallow problematic special characters when creating a Ship Via ID.
    EQ Commerce
    • Resolved an issue where the preview client dropdown was not properly defaulting to the last selection (when applicable) upon startup and reload.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue where Special Pricing was copying from the previous order when a DBc promo item was ordered.
    EQ Commerce
    • Resolved an issue where attributes were not copying correctly from the corporate client to the retail client in Item Maintenance when ordered via EQc.
    Accounts Receivable
    • Resolved an issue where the system would not let you split 100% of the primary consultant's commission to secondary consultants.
    Order Entry
    • Resolved an issue where tax-exempt clients were not being properly identified when invoicing a purchase order.
    • Resolved an issue where attempting to display open PO charges in O/E Open Credit Cards was causing a program crash.
    • Resolved an issue where coupons were not being applied correctly on the invoice.
    • Resolved an issue where autoinvoicing a release or PO with a credit card including a surcharge was causing a program crash.
    EQ Commerce
    • Resolved an issue where the Preview Orders screen was not being updated correctly after orders were generated.
    Accounts Receivable
    • Resolved an issue where some invoices with credit cards were not displaying in A/R Open Credit Cards.
    Inventory
    • Resolved an issue with the coupon amount incorrectly applying to the backorder.
    Order Entry
    • Resolved an issue where credit card surcharges were incorrectly including the balance of an applied allowance.
    • Resolved an issue with the Charge To ID and Description not displaying on the export of Sales History Summary Report and corrected the column heading on the printed version.
    • Resolved an issue where the Consultant Sales Report could cause a program crash.
    Q-Send
    • Added Alpha Code to Export Summary Billing.
    DB Commerce/DB Sourcing/DB Reports
    • Added support for credit card convenience fees (surcharge) originating from DBc orders.
    System
    • Updated the version number of EQ Distributor to 12.14.
    Accounts Payable
    • Resolved an issue where AP recurring invoices was generating invoices with an incorrect year for the invoice date.
    • Resolved an issue where the AP check remittance was incorrectly displaying the payment date instead of the invoice date.
    Order Entry
    • Resolved issue with credit card charging returning Approved message with a 0 transaction code.
    Q-Send
    • Resolved an issue with office products lines being imported with incorrect UOM.
    DB Commerce/DB Sourcing/DB Reports
    • Added the ability for DBc Misc Fields to be imported into EQd's extra data fields.
    System
    • The Contact Support link (from the Help menu) has been updated to the correct URL for the support service desk. A link to DB University has been added.
    Inventory
    • Updated the eComm menu in Item Maintenance to correctly display Force DB/c Item Upload and Force DB/r Item Upload.
    • Added an Import feature for Split Ships in PO Editing.
    Order Entry
    • Resolved an issue with zero amount orders displaying in O/E Open Credit Cards.
    EQ Commerce
    • Resolved an issue where EQc sites with a high number of categories were displaying out of sequence.
    Q-Send
    • Resolved an issue with importing tracking information after the freight lookup updates.
    Q-Send
    • Resolved an issue with importing tracking information after the freight lookup updates.

    Note: Please download keys (File > Utilities > Install/Update > Install Modules) after loading this patch.

    EQ Commerce
    Order Entry
    • Resolved an issue where Commission Deduction Rules were not able to be edited or deleted.
    EQ Commerce
    • Resolved an issue with editing eComm Order credit cards in O/E Open Credit Cards.
    • Resolved an issue where items placed on hold in the Internet Orders queue were being removed from the queue when the other items were generated on a PO or Release.
    General Ledger
    • Added an option in GL Bank Maintenance: "Increment ACH payment date by 1 day" for banks that can't support same-day payments.
    Order Entry
    • Resolved an issue with charging Sales Orders in O/E Open Credit Cards.
    EQ Commerce
    • Resolved an issue where the Main Menu was incorrectly reporting the status of available/pending internet orders. Please run ER Requisition Diagnostics (Main Menu > File > Utilities > ER Requisition Diagnostics) after the patch is installed.
    • Resolved an issue where the View Internet Orders screen was incorrectly displaying the list of clients with pending orders.
    • Resolved an erroneous record lock issue in the View Internet Orders screen.
    Accounts Payable
    • Updated the Positive Pay send function to retain the files after transmission.
    • Positive Pay files can now be saved using the Documanage feature.
    Order Entry
    • Fixed a situation in OE where a credit card charged to multiple documents was incorrectly indicating approval for the second document without a transaction number. It now accurately returns an error indicating that the transaction has already been used.
    • In OE Open Credit Cards, you can now charge the entire eComm order as a single transaction, eliminating the need to charge each of the order's generated documents individually.
    Q-Send
    • Resolved an issue where Export Summary Billing was not referencing the correct user-defined fields for ship-tos in subtotal records.
    • Modified the assignment of suffix letters for new tax codes in the Sales Tax Import for clarity; EQ/d will now use the next highest letter when possible.
    DB Commerce/DB Sourcing/DB Reports
    • When a custom charge on a PO is modified in DB/s, the charge will now be updated on the EQd PO special pricing.
    • Orders placed via DB/c will now populate the multi-vendor cost from the DB/c order data and not from the previous PO in EQ/d.
    • Resolved an issue where EQ/d recognized only the first payment when multiple spending accounts were used on a DB/c order.
    System
    • Updated the version number of EQ Distributor to 12.13.
    Accounts Payable
    • 1099 tax forms are now aligned properly. Additionally, since the latest versions of the 1099 forms require the system to print the year, there is an option for distributors that run a reverse fiscal year to add 1 to the printed year on the tax form if needed.
    Order Entry
    • Resolved an issue with O/E Open Credit Card charging incorrectly when a stock item uses alternate tax.
    • Added a new option to populate the release freight cost based on the freight sell for orders imported from EQ/c. This feature is enabled in EQ/c Settings.
    DB Commerce/DB Sourcing/DB Reports
    • Added an option for DB/c orders to Generate Multi-Vendor PO (rather than the default behavior of importing as special pricing) for promo items with a service vendor.
    EQ Link
    • EQ Link: Enabled the function to change an item ID.

    Accounts Payable
    • The Documanage check image stub will now correctly account for discounts.
    Accounts Receivable
    • Added a "Show applied date" option in Receipts editing to display the year/period for a receipt.
    • The Summary Bill dropdown in A/R Receipts Editing will no longer display fully paid summary bills.
    • Resolved an issue an with an invalid Ship Group on the Aged A/R report.
    Order Entry
    • Added a new range selection to the Safeguard Vendor Sales Report: Include Freight (Yes\No).
    • Corrected an issue with the Release From Closest Warehouse option timing out.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue with copying line item instructions for Chili items.
    EQ Link
    • EQ Link: the Edit Payment Methods on the the eComm tab of a ship-to ID is now correctly being set to Client Default on initial import.
    Accounts Payable
    • Added an option to display the entire account number on the AP Check Register.
    Order Entry
    • Added freight payment information to the Active Order Report Export.
    • Added a range selection for the impending warehouse receipt to allow users to select either the UOM from Item Maintenance or the UOM from the source document.
    • Resolved a display issue where Imprint Release note (IR) could be displayed on the wrong line item in PO Editing.
    • Resolved an issue where dynamic kits were incorrectly updating the quantity of the sales order line item.
    EQ Link
    • Resolved an issue where the coupon usage count was not being updated correctly.
    • Resolved an issue where some items were being imported with a blank item ID.
    • Improved handling/reporting of an attempt to import items where the length of the item ID exceeds EQ Link's limit (15 characters).
    • When a new customer is imported from DB/d, the setting Upload to EQ/c will be enabled by default for that ship-to.
    Accounts Payable
    • The format has been updated for the 1099-NEC and 1099-MISC tax forms.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue where cost information sent within the context of DB/c order lines was not populating as expected in EQ/d PO Maintenance.
    • The DB/c Coupon description is now used for the EQ/d add-on charge on a release.
    • Resolved an issue with copying line item instructions for Chili items from DB/c.
    Inventory
    • EQ Link: The catalog type dropdown in Item Maintenance is now available.
    • Items can now be mapped with nonstock/attribute items.
    Order Entry
    • Added a new OE configuration option for warehouse releases: "Print Inv Balance for All Whses" (Yes/No). There is also an override option in Client Maintenance.
    System
    • Resolved an issue where companies using the A4 paper format were not able to preview POs, releases, and reports.
    General Ledger
    • Bank Account Maintenance > Setup tab now includes an option to "Exclude ACH payments from Positive Pay Export"
    DB Commerce/DB Sourcing/DB Reports
    • Some changes have been made to how vendors are communicated to DB/s and DB/c:
      - EQ/d will now upload all vendors to DB/c and/or DB/s. It is no longer necessary or possible to enable and/or disable a vendor to upload.
      - Since only new or changed vendors are normally uploaded, it may be necessary to do a one-time force upload of vendors in order to get a complete list.
    • Some changes have been made to how cost centers (ship-tos) are communicated to DB/s and DB/c:
      - EQ/d will set every cost center to export to DB/c and/or DB/s. A note has been added to the screen to indicate that all ship-tos will be included in the export.
      - The "Upload to Internet" option has been updated to "Upload to EQ/c"
      - New ship-tos will be available in DB/c upon export and will have to be configured accordingly.
    System
    • Updated the version number of EQ Distributor to version 12.12.
    Accounts Payable
    • Resolved an issue with the setting "Print VOID on 'Pay with credit card' checks" when selected in Company Maintenance.
    DB Commerce/DB Sourcing/DB Reports
    • Made an update so that when an item is created in EQ/d via DB/s, and the client is set up as an inv mgt client with new items being created as stock, the default warehouse will be assigned to the item on creation.
    • Made an update so that when an item is created in EQ/d via DB/s, the system default setting (or client-specific override) to treat an item as stock vs. non-stock will be followed.
    • Made an update so that when a new inventory item is created in EQ/d via DB/s, the item will follow the default ownership rule when the PO is created.
    Order Entry
    • Resolved an issue where utilizing View/Edit User Fields without being in Edit PO mode could cause a program crash.
    • Resolved an issue where Quote w/Stub format was not correctly displaying the vendor cost on the stub.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue with scheduling DB Sourcing updates when DB Commerce is not activated.
    System
    • The "Logged in users" option was redundantly included in the File > Utilities menu and has now been removed. This option is still available under File.

      The "Whse to Loc transfer" option has been removed from the Utilities Menu. This functionality has been deprecated.
    Order Entry
    • Added the Ship Via ID and Description to the export of the Invoice Register.
    EQ Commerce
    • When the option to send pricing is enabled, the inventory lot record price now exports correctly to DB/c.
    • Non-image files can no longer be added as item images. The allowed file types are pdf, gif, jpg, jpeg, png, or bmp.
    Accounts Payable
    • Resolved a search input issue with Find Vendor.
    Accounts Receivable
    • The Delinquency Report now prints correctly in both Detail and Summary formats after an unused column was removed from the report.
    General Ledger
    • The scan for account number functionality has been disabled when adding an account to the chart of accounts.
    Inventory
    • The Release Remarks (header level) have been added to the export of the Release Report - Sell. These remarks will print for each line item on the release.
    • The Product Group ID and Description have been added to the export of the Inventory Checklist.
    Order Entry
    • Resolved an issue where editing an OE invoice line item could cause a program crash.
    Q-Send
    • The tax rate is now being correctly calculated on the Export Summary Bill using the tax setting from Company Maintenance, if applied as expected.
    • New range selections have been added to the Q-Send Client Export:
      Client Remarks, SO Bill Notes, SO (EQ/c) Bill Notes, PO Bill Notes, PO (EQ/c) Bill Notes, Release Bill Notes, and Release (EQ/c) Bill Notes. The client level Remarks override and client level Bill Notes override are new options.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue where EQ/d was not recognizing the setting to send latest client price to DB/c for items with zero inventory.
    • When the option to send pricing is enabled, the inventory lot record price now exports correctly to DB/c.
    Accounts Payable
    • Resolved an issue where the Check Reconciliation worksheet was printing the numbering incorrectly for the Non-GL adjustments.
    • The Check Register report (Summary format) now sorts correctly by all 3 options (Bank, Payment Date, Check Number).
    Order Entry
    • The Consolidated Invoice now prints invoice notes on both the ship to and charge to pages of the report.
    • Resolved several issues with printing the Monthly Sales Report using the Sort by Consultant range selection.
    • Resolved an issue with invoice format Remit Stub not printing the total correctly on multiple page invoices.
    EQ Commerce
    • Resolved a UOM display issue with the Item/Category Format of the EQ/c Item Category List.
    EQ Commerce
    • Resolved an issue where the EQ/c attention field was not updating the shipping information.

    Order Entry
    • Added a new feature to automatically sell the credit card surcharge at cost. To activate, go to File > Company Maintenance. Edit the company and click on the Payments tab. The checkbox is located under the Surcharge (cost) for any credit card charge and is labeled "Charge the client (sell=cost)".
    • In the scenario when a release had a single distributor-owned item on it, and the entire quantity was backordered, and the "Invoice client owned releases" option in OE configuration was set to "No", the filled backorder's release would incorrectly not have the 'Invoice this Release' option selected. This update will properly set that option.
    • Resolved an issue in Release Editing where gift certificates could not be removed from the release.
    Q-Send
    • The Q-Send Vendor Export will now filter by preferred vendor correctly.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue with the DBc configuration screen causing an intermittent program crash.
    Accounts Payable
    • Resolved an issue where voiding checks would sometimes result in an application error.
    Inventory
    • Toggling the "Treat as Non-Stock" setting in either EQ/c or DB/c will now apply to both e-commerce platforms.
    • The Release Report Sell and Release Report Cost have a new range selection: "Ship Date Range".
    Order Entry
    • When a credit card attached to a purchase order is charged in O/E, the invoice summary screen now updates the status on the summary screen correctly.
    • Resolved an issue with the summary version of the OE Tax Report displaying incorrectly.
    • Resolved an issue where the invoice summary screen total was incorrectly including allowance coupons.
    Q-Send
    • The export of the EDI log now correctly filters by the selected date range.
    DB Commerce/DB Sourcing/DB Reports
    • Orders from DB/c using Spending Accounts will now be processed in EQ/d as Allowances. You must configure which allowance coupon to use in eCommerce > eCommerce Maintenance > eCommerce Configuration > Db/c Settings.
    Accounts Payable
    • Resolved an issue where the Check Register detail screen and summary screen totals were not matching.
    Accounts Receivable
    • For users experiencing issues with Client Notes not saving, please rebuild the 'Client Notes' file.
    • Resolved an issue in EQ Commerce Configuration where the Miscellaneous Field Defaults were not displaying the labels properly.
    Order Entry
    • Resolved an issue where the file browser would sometimes load an incorrect file selection dialog box when attaching files to line items.
    • Resolved an issue in the Active PO Report where the multi-vendor information was not displaying properly as Additional Vendor.
    • Releases that have all lines completely backordered are now suppressed from displaying in OE Open Credit Card Processing.
    • Resolved an issue where the Compact PO Stub Landscape was not calculating the gross profit correctly when the PO was multiple pages.
    Order Entry
    • Resolved an issue with auto-invoicing multiple clients. The client search will now correctly identify releases for all selected clients.
    Accounts Payable
    • Resolved an issue where voiding a check would sometimes attempt to void it twice (resulting in an error).
    Inventory
    • Resolved an issue where an item could be deleted from Item Maintenance when attached to a Sales Order. The item will now indicate it is on a sales order and can not be deleted.
    Order Entry
    • Resolved an issue where the expense total in the summary of the Standard Commission Report was not correctly matching the detail totals when using the "Suppress Zero Commissions" option.
    • Some Purchase Order records were being orphaned when a Sales Order was deleted. PO Diagnostics will now close these POs.
    • Resolved an issue that was incorrectly displaying the attribute upcharge on packing lists.
    • The Invoice Total by State Report now correctly calculates/displays release freight and totals.
    • Resolved an issue where the product group was not displaying on the Sales Analysis by Item report.
    Q-Send
    • EDI: SP Richards ship notices will now update tracking information.
    Accounts Receivable
    • Resolved an issue with partial payments displaying in A/R Open Credit Cards.
    Order Entry
    • Resolved an issue in PO line item editing where the total sell and total margin were not updating correctly. The user can right-click in any margin field (when set to use the margin field to calculate the sell) for a pop-up that displays the markup / margin.
    System
    • Updated the version number of EQ Distributor to version 12.10. Please note: A user will be required to re-accept the software license agreement due to the new version. Generally, this occurs every 6 months to optimize the size of the system updates.
    • The ability to schedule printing reports has been disabled for hosted clients.
    Order Entry
    • The export of the Sales Report By Vendor - Cost report is now displaying correctly when there is an item line for one vendor and a special pricing for that line from a different vendor.
    • The font size of the company address in the invoice remit area has been updated to display the entire address.
    Q-Send
    • The [QNET_ORDER] variable on the AR and OE credit card letters now populates with the EQC order number(s) that are referenced on the OE invoice/PO/Release. To use this variable, it must be added to both the Text and HTML portions of the AR and/or OE credit card letter formats in QSend > Letters > Letter Configuration.
    Accounts Receivable
    • The client AP Contact email address now prints on Aged AR Report for all formats and report types except the one-line summary format.
    Order Entry
    • Resolved an issue in Consultant Setup where the Sales Order Numbers option under "Use consultant specific numbering" was not saving properly.
    • Resolved an issue where the shipping carrier in the tracking field was not correctly defaulting to the last selected carrier.
    • Some improvements were made to the OE Stats information display.
    Q-Send
    • The Doc Q Manage export image library function creates an image archive that can be viewed by a third party (e.g. an accountant or auditor) that does not have access to EQ Distributor. This exported image archive now includes a CSV file of the exported image information when you export as HTML.
    Accounts Receivable
    • Resolved an issue where the Client Index Report was dropping the 3rd character of the the Consultant ID.
    Order Entry
    • Resolved an issue where some Consultant Maintenance field updates were not being recorded properly in the Maintenance Event Log.
    • Added the ability to designate a bank as the the Remit to address on four of the standard invoice formats:
      • Remit Bottom Stub
      • Remit Stub format 3
      • Remit Stub format 3 no shipping info
      • Remit stub format 4
      Setup instructions for using this function:
      • GL>GL File Maintenance>Bank Accounts>Bank ID>Remit to tab> Add a remit to address
      • Client maintenance>Edit client you want to use the Remit Address function for >Setup tab>Remit To>Add bank ID for remit address
      • OE Invoice>Format will include the word Remit To. Preview > the remit address will populate labeled area
    • The Client PO number now displays in the export of the Active PO Report.
    • Resolved an issue where the Release range selection "Print EQc Order #" (Yes/No) was not being acknowledged when printing Packing List Format 5.
    • Resolved an issue where the Required Ship Date was not printing on the Standard PO Stub/landscape format.
    • PO's with an imprint release attached now display a IR (Imprint Release) in the line item notes after invoicing.
    • Added an option to Form Spec - Envelope > Flap Specification > Fastening: Peel N Seal.
    • Added a "Last Filter" option in PO Advanced Search. This will load the search criteria from the previous/last search.
    Q-Send
    • Resolved an issue where the Export Summary Bill was displaying the AR ship-to address. It will now correctly reference the ship-to address from the sales order.
    DB Commerce/DB Sourcing/DB Reports
    • The customer's email address (if captured) will now update the EQ/d PO or Release ship-to email field when orders from DB/c are generated. If the customer email data is not detected, the field will populate with the user's email address.
    Accounts Payable
    • Resolved an issue where the Total Applied field in AP Invoice Editing > Expensing was not updating properly after entering freight.
    • Resolved an issue with MICR checks where using Select Invoices by Vendor Alpha could result in incorrect check numbering.
    Accounts Receivable
    • The "Attention" field on Statements is now correctly updated when the AP and OE contacts are updated.
    Inventory
    • The verbiage on Adjust Freight Margin screens has been corrected from Markup to Margin.
    Accounts Payable
    • Resolved an issue where the Check Amount on check format 8 was not displaying correctly (the "C" was being cut off).
    • Expenses entered from AP Invoice Editing will now correctly calculate the freight sell when you save using the keyboard command Alt/S from within the freight cost field.
    Accounts Receivable
    • Resolved an issue where Statement Format 5 was incorrectly calculating the write-off amount.
    • Resolved an issue with emailing the A/R Combined Sales Tax Report. The report could be previewed, but attempting to email the report using the Send button would fail.
    Order Entry
    • Resolved an issue where editing or viewing an invoice in OE Invoice editing could cause EQ/d to close.
      NOTE: Clients who were experiencing this issue will need to run OE Invoice Diagnostics after they are updated to this program version.
    • Advanced PO search will now display the message "You must specify at least one search filter" if all fields are blank when executing a search.
    • The Sales Report By Vendor Cost now correctly displays all the associated special pricing lines for each item on the invoice.
    • Added a message and footnote explanation to the Sales Comparison Report when the percent increase/decrease cannot be calculated because of a zero prior month value (this would cause a divide-by-zero error).
    Q-Send
    • The custom report configuration for AP checks now includes a "Generate MICR" checkbox that indicates to EQ/d that this check format requires MICR encoding to be printed on the check.
    • Import sales tax codes now correctly updates ship-to's with new tax codes for states no longer being imported.
    System
    • Resolved an issue which could cause EQ/d to crash when using the Send feature to send reports to multiple recipients / destinations (e.g. 2 email addresses or email and print).
    EQ Commerce
    • Resolved an issue with new item images not being exported to EQ/c correctly.
    • Repaired an issue with scheduled 'EQ/c Incremental Export' jobs that could cause the scheduler to crash.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue with Ship Via codes transmitting from DB/c to EQ/d.
    System
    • Product abbreviation/terminology has been updated across program screens and menus: EQ/d for EQ Distributor, EQ/c for EQ Commerce, etc.
    Accounts Payable
    • The Check Reconciliation will now sort by check date correctly.
    Inventory
    • Resolved an issue with accessing the Transfer Inventory menu option.
    Order Entry
    • The PO - Copy (non-URL) Attachments option available in OE config has been restored for Azure hosted clients.
    • The Sales Report by Vendor no longer displays a request for parameter.
    • Retail items on an invoice as regular items will now correctly retain the Non-Retail Sell when they are edited.
    • Commissions calculated on retail items will now display correctly.
    • Receiving a PO stock item with special pricing (running charge or single charge) now adds the special price cost/sell to the lot record unit cost/sell.
    Q-Send
    • EDI Ship Notices for purchase orders are now sending correctly based on the selection used in the Generate PO Shipping Notice screen.
    Order Entry
    • Resolved an issue with the Advanced PO Search returning incorrect results.
    EQ Commerce
    • Resolved an issue with the default Ship Via being exported incorrectly to EQ Commerce.
    Accounts Payable
    • The Summary Check Register is now correctly reflecting voided checks as zero dollars.
    • Resolved an issue that resulted in an error when creating a check register using the Vendor filter: Alpha.
    Inventory
    • Added the Enforce Property Restrictions setting to the Mass Change function in Item Maintenance.
    Order Entry
    • The Advanced Search for Purchase Orders, Releases, and Sales Orders is now available by right-clicking in the document number. We have added additional search criteria to each:
      • Added EQD User as a filter
      • Added Phone # as a filter
      • Added Credit card (last 4) as a filter
      • Added an option to apply the client name search to the attention line of the address
      • Moved the result count next to the select button and made the font larger
      • Changed the label for Csr to 'Csr' instead of 'Cns 2.'
      • Moved the search to the PO ID context menu
      • Added the same search to the Release ID context menu, but removed the vendor filter (using release data)
      • Added the same search to the Sales Order ID context menu, but removed the vendor filter (using SO data)
    • Bill Notes have been added to the PO/Rel Expense Report export. The notes will only be included if the export format is Excel 2010 (xlsx).
    • O/E Configuration has been updated for Azure hosted clients. The Copy File Attachments option will always be enabled (there is no longer an option to disable it).
    • Added a confirmation request for triggering ship notices after entering tracking on a release. This request will only display if the shipping notice setting in the Summary tab is not already enabled.
    DB Commerce/DB Sourcing/DB Reports
    • Credit cards used on DB/c now display the last 4 numbers of the card in releases, purchase orders, and invoices.
    System
    • In a previous release, an adjustment was made so that hosted users can now view/open files (attachments or documents) locally. This caused an issue for Mac users where the setting did not function correctly. We have added a Mac mode setting on Azure so files can be opened and viewed. This setting is located in File > Workstation Preferences > Advanced Settings: update workstation type.
    Accounts Payable
    • To assist with balancing your books, the detail versions of the Check Register now identify invoices where the check's period is BEFORE the invoice's period. The reports prints '(future)' below the suspect invoice. If future payments are detected, the system prints a total of the future payments at the end of the report. If your printer supports color printing, these comments are in purple.
    Accounts Receivable
    • Added an option in Coupon Maintenance to delete a single coupon in a series.
    Inventory
    • The Consultant Name column in the Inventory Transaction report export is now displaying correctly.
    Order Entry
    • Resolved an issue where sales orders charged in O/E (open credit cards) were not including the relevant tax and freight amounts.
    • Cloning an expensed purchase order will no longer copy the expense indicators from the original purchase order.
    • Resolved an issue with ownership of an item when generating a PO from a RFQ.
    • The PO Carton label now re-calculates correctly when the order quantity is decreased.
    • Several new functions have been added:
      • Ability to attach multiple files at once to a document: purchase order, invoice, quote, and RFQ
      • The attach file interface will remember the last file attachment location (by user)
      • Ability to attach files to an invoice in the Invoice Summary > Other tab
    • The vendor job number, vendor order class, and client order class have been added to the export of the Sales Analysis Report.
    • Added a follow-up code range selection to Active Order report.
      Added the PO follow-up ID, description, and date to the export of the Active PO Report.
    • Added User ID to the range selections on the Active PO Report. The User ID only prints on the following sorts: PO Date, Follow Up Date, Follow Up Code, Item Number, PO Number, Date Required, Acknowledged Date, Vendor ID, In-Hands Date, and PO/Client/Desc Sort.
    • Resolved an issue where closing windows out of sequence during invoice printing would result in a program error.
    • The Sales Analysis report has been modified to display 5 decimal places in the unit price.
    DB Commerce/DB Sourcing/DB Reports
    • The freight cost for DBC-generated orders is now set to zero dollars.
    • Credit cards entered in DBC now display in Receipt Editing as Credit Card.
    System
    • Hosted EQD users will no longer need to copy exports and/or attachments to their workstations in order to view them. For example: When you press the 'View' button to display an attachment on a PO, the system will automatically download the file to your workstation and display it using your workstation's default viewer (e.g. Acrobat to view pdf files or Excel to view spreadsheets).
    Accounts Payable
    • Resolved an issue with MICR checks incorrectly printing the check number when sorting checks by vendor.
    • Added an alignment adjustment for the 2021 1099 NEC form.
    • Resolved an issue in the Summary Check Register report where checks were displaying under the incorrect bank.
    • Pay via check can now be deselected under Vendor Maintenance.
    Q-Send
    • The Washington Sales Tax has been adjusted for recent changes to the file and will now import correctly.
    Inventory
    • The Transaction Journal is now properly reporting the appropriate offsetting adjustments when an adjustment transaction changed the owner, cost, or sell of an inventory lot record. These situations generate two transactions: a negative and a positive, but the Journal was not consistently reporting the positive half.
    • Ext Cost and Ext Sell have been added to the Inventory Checklist export.  
    Order Entry
    • Format 1/Stub invoice now correctly suppresses the item description line 2 when a zero sell item is flagged as Do Not Print.
    • Mfg Time now displays on the Client Proposal quote format when the range selection is set to Yes.
    • When the multi vendor on a po is expensed, a small "exp" is displayed until all of the line item vendors are expensed. Then it will be marked with "Exp" in the screen display.
    • A Waiting For Freight column has been added to the Active Release Report's export.   Additionally, there is now a range selection for Waiting For Freight: Yes/No/All.
    • Added "Twin Loop Wire" as a binding option to Form Specs. You must download keys to see this new option.
    • The PO Packing List now includes the option to print either the PO Ship-To email address or the AR Ship-To email address.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue with item weight not saving properly for DBC promo items created on the fly during order import.
    Order Entry
    • The Invoice Readiness Report can now be exported.
    • Resolved an issue with invoicing rules in auto-invoicing.
    • Resolved an issue with the totals on the PO/RLS Expense Report when special pricing is included. Additionally, the "Special Pricing Notes" verbiage will be suppressed when there are no notes.
    • Added an option to resend order confirmations from the EQ/c popup menu. This function is found in: PO's, line item Misc tab, release line item Ship to Stats tab, Sales Orders header level Misc tab, and Client Order History - PO or Release Display History.
    Q-Send
    • All EDI invoices will now be marked as fully expensed at the line item level.

    Note: Security has been added to the eCommerce tab in Client Maintenance. This will default to NONE since it is a new setting. To give users access to the eCommerce tab, go to Security>Program Security>AR File Maintenance>Client Maint:EComm and assign the appropriate rights for the user(s). This can be done at the User or Group level. This security was added to help prevent the eCommerce client status from being inadvertently changed (removing vital information on eCommerce after an export).

    System
    • Added a link to DB Learning Center (dblc) from the EQ Distributor Help menu.
    • Updated the version number of EQ Distributor to version 12.9.
    Accounts Payable
    • Updated the workflow/messaging in AP Configuration>Misc Setup>Required Vendor Fields>Terms = Yes. The Net Days field needs to be completed to save the vendor. If Net Days field is left blank, the user will receive an error message: "Net Days Are Zero Save Anyway". Selecting No will direct the user back to the Net Days field to complete. Selecting Yes will continue and save the vendor. To disable these messages, uncheck the Required Terms option.
    • An AP invoice with an image attached through DocuManage will now display "Dm" in the Notes column of the AP Invoices screen.
    • The AP Check Register now correctly displays the check's posting period/year as MM/YYYY when sorted by Bank ID.
    Accounts Receivable
    • The export of the AR Delinquency Report now correctly includes the data in the columns labeled SHIP_ID & SHIP_NAME.
    • The Sales Tax Reports and the Receipts Register Report now display a comma in the dollar amounts.
    General Ledger
    • Inactive GL Accounts will no longer appear in Display Scan results.
    Inventory
    • Backorder releases with a credit card attached now retain the credit card information on the filled backorder release.
    • The Inventory To GL > Inventory Prepost Report now has the option to post or not post. A warning will be displayed: "Accept this report?". Selecting "Yes" will post the report. Selecting "No" does not post the report and the data can be run again at a later date.
    Order Entry
    • PO un-expensed items incorrectly flagged as "Exp" in the Invoice Readiness Report now display "Exp" in the PO item "Notes" column.
      The PO line item can now verify expense status: highlight the item > select "Program" > select "Confirm Expense Status" > un-check or check "Fully Expensed".
    • Added the ability to search for an eComm (EQ/c or DBC) order by order number. This is available in the right click menu in the PO, release and sales order ID fields, and as a range on the Search PO screen.
    Q-Send
    • Export vendors now includes enabled payment methods and preferred payment method. Range selection > Pay Via >includes any vendor enabled for the specified pay method/s. The export cannot filter for "Preferred Pay Via" but can be sorted by "Preferred Pay Via".
    • Q-Send > Export Item Properties now lists only the property assigned to the item. Properties which were removed from the item/s are not listed.

    Accounts Payable
    • The 1099-NEC format has been adjusted to match the updated government forms.
    • Verifying Balances under Vendor Maintenance will now generate a log of the changes made.
    • Resolved an issue where the AP invoice number field on the AP Batch Listing export was being truncated.
    Accounts Receivable
    • The Sales Tax Report Detail Formats now list Freight Taxable Y or N in a separate column.
    • When changing a client ID, a popup warning message now displays when all orders have not been imported from EQ/c.
    • The Aged AR report is now using the selected Cutoff Date instead of the current date to calculate invoice ages. For best results, set the Cutoff Date to match the report's period.
    Inventory
    • Warehouse release printing has new range selections to select Line item styles for Line Remarks, Release Remarks, and/or Body Notes.
    • Resolved a display/font size issue with the item ID on the stock reorder notice format 2. The second line of the item description has also been added.
    • The Transaction Journal Cost now correctly displays adjustments when the release quantity is changed. Release Date and Adjustment Date are displayed based on date type range selection: Actual Date or Document Date,
    • Changing the components of a kit under the corporate client now correctly updates the kit for a child client. NOTE: new components added must also be EQ/c items. Saving after editing the kit components displays a warning confirming the clients to be included in the update. The box labeled "Client specific customized kit" is used ONLY in the rare occasions when customizing the kit for a child client. Checking this box prevents the child client kit being overridden by any changes made to the kit at the corporate client level.  
    Order Entry
    • Suppressed the ability to schedule printing an Order Acknowledgement from Purchase Order editing.
    • Added the ability to select Inactive Clients in OE Client Order History.
    • The sales order and invoice for a non-stock kit which contains a component with mapped attributes now correctly includes any attribute up-charge(s) in the kit sell.
    • Resolved a display/font size issue with the Terms field on invoices.
    • When changing the Main Vendor on a PO with a Multi-Vendor, the system will now ask if you want to change the Multi-Vendor records so that they ship to the new vendor.
    • Resolved an issue with charging sales orders with a credit card attached through OE Open Credit Cards.
    • Special price running charges are now updated on all screens when the original quantity is changed during expensing.
    • Auto-invoicing now correctly calculates internal vendors as expensed.
    System
    • The consultant ID/name, CSR ID/name, and the client's address are now included in the hover over any editable client field.
    • Resolved a display issue on the logged-in user list.
    Accounts Payable
    • Resolved an issue where the vendor remittance (both reprint and the original) was being emailed to the wrong contact. It will now email to the accounting contact listed in vendor maintenance. If there is no accounting contact, the remittance is sent to the email listed on the vendor's address tab.
    Accounts Receivable
    • The export of the Active Order Report now includes the sales order number. In the row which lists the PO & Release numbers there is an additional column labeled "SO Number" which lists the sales order number that generated the PO and/or release.
    • The Aged AR Report will no longer add a summary at the end of the report when being sent with the applicable portion to each consultant.
    DocQManage
    • Resolved an issue exporting/viewing an archive file for DocQManage.
    EQ Commerce
    • Resolved an issue where the purchase order to supply catalog vendors could be broken up into multiple orders to the vendor erroneously.
    • A retail site non-stock item with attributes mapped to stock, with attribute upcharge, now correctly adds the retail upcharge to the item's retail sell.
    Inventory
    • The message displayed when removing backorder from processing has been updated for clarity and is more prominently marked as temporary or permanent.  
    Order Entry
    • A help menu has been added to Client Order History for Client PO lookup. It is accessed by clicking the blue question mark next to the client PO field.
    Q-Send
    • Item Properties have been added to the QSend Export > Export Item Properties (review range selections). The report displays only items with properties attached and only the properties that are in use.
    • Invoice items marked as "Do not print" will not print on the Export Summary Billing. This also applies to an item with a zero sell and includes a freight sell.
    DB Commerce/DB Sourcing/DB Reports
    • The field used to populate Item Description for items created via DB Commerce order placement has been updated to match the field used for items created via "transmission" from the DB Commerce distributor admin interface. Items created by either method will pull from the "Item Description" defined in DB Commerce, rather than the "Base Item Name".
    • Resolved an issue that triggered the Upload to EQ/c setting to be toggled on for DBC items.
    • New ship-to's will no longer be exported to DBC if the Upload to Internet flag is not checked.
    Q-Send
    • Resolved an issue where the purchase order to supply catalog vendors could be broken up into multiple orders to the vendor erroneously.
    System
    • In report range selections > Client ID > Selected Records > entering "!Show Public Groups" allows selection of one of the saved groups.
      In report range selections > Client ID > Selected Records > entering "!Delete Group xxx" deletes the specified group.
    Accounts Payable
    • We have added a total authorized payment amount to the ACH Notice of Payment that can be emailed to a vendor.
    Accounts Receivable
    • Posting AR to the GL now uses the day the batch is posted as the batch transaction date. Previously it used the date of the first document within the batch.
    Inventory
    • The Move feature in item maintenance no longer removes the form specs from the original item.
    System
    • Warehouse releases now display either EQ/c or DBC below the release address.
    Q-Send
    • The Q-Send Export Client and Export Vendors both have a column HAS_EDI which displays Y or N.
    • The supply catalog EDI functions have been updated to use the account selected on a PO item.
    System
    • For hosted users, an option has been added to copy some URL's to a clipboard to be used in their local browser. The URL's can be copied from:
      • Help >Support > Contact Support
      • Help > Web Sites > Retail Site logons
      • Help > Web Sites > Zoom meeting
    Accounts Payable
    • "Select Invoices To Be Paid" with "Pay via: Check" now correctly recognizes recurring AP invoices marked as "Pay via: Check".
    Accounts Receivable
    • Resolved an error that displayed when printing the Aged AR report using the range selection "Print Source Documents" set to "Yes"
    • Cost center ID RETAIL is automatically added to a client when marked as a retail client.
    Inventory
    • The Inventory Checklist range selection for "Client ID > Selected Records" now correctly recognizes groups.
    Order Entry
    • The printed position for special pricing has been adjusted to better align with the line item description on these formats:
      • Compact PO/stub (landscaped)
      • Compact Standard PO
      • Standard PO
      • Standard PO/stub (landscaped)
      • Standard PO/stub (portrait)
    • Impending Warehouse Receipt will now return correct results according to the vendor filter.
    • The Ship To phone number and email address will now print on Release Packing List Format 3.
    Q-Send
    • Importing tracking numbers will now automatically generate an EDI ship notice for any clients that are configured for EDI ship notices.
    Accounts Payable
    • The printed bank reconciliation worksheet totals now match the program worksheet totals when there is a future voided check.
    Order Entry
    • Resolved an issue with an errant character printing on Invoice format 1/stub (landscape).
    • The PO/Release Expense Report now displays items correctly based on range selections for fully expensed, partially expensed, lines without expenses, and combinations of those selections.
    • To aid in inventory reporting, an update has been made so that editing a release item's quantity will now change the original release transaction to an adjustment, add a reversing adjustment for the current date, and write a new release transaction with the current date.
    • Auto-invoicing releases, POs, and sales orders will now correctly combine all selected documents on one invoice.
    EQ Commerce
    • A 'Ships separately' option has been added to Page 3 in Item Maintenance. When enabled, this setting instructs the EQ/c freight estimator that this item will always ship as a separate package and will not be combined in the same box as other items (e.g. a carton of printer paper).
    • After exporting sales tax to EQ/c, the EQ/c Log now displays the date, time, user, and number of tax codes and tax rules that were exported.
    Q-Send
    • The Company Log now displays the date, time and user ID when sales tax codes are imported.
    • An invoice item marked as "Don't print" which has no product sell price, but has a freight sell price, will display on the Export Summary Billing with the item ID, Product $0.00 sell, and Freight sell.
    DB Commerce/DB Sourcing/DB Reports
    • Editing DB Configuration settings in item maintenance no longer causes EQD to crash.
    Order Entry
    • Resolved an issue with the ship-to phone number being printed multiple times on the shipping notice.
    • Release charges now correctly recognize "use alternate tax code" in the OE invoice.
    • In EQD the legend for each PO line item now displays DBC, DBS, or EQ/c before the internet order number.
    • The Ship to Phone and Email address have been added to the export of the Active PO report.
    • The OE Invoice Compact with Stub Landscape and Format 1 with Stub Landscape will no longer print the cost of client-owned base stock for imprint items unless the imprint release is marked to print line.
    • The Notice of Impending Warehouse Receipt Report now correctly recognizes and applies the "Required Date" range selection.
    • Resolved an issue with "Duplicate Invoice" printing on Invoice format 1a when the range selection is set to "Print Duplicate Invoice: No".
    • The OE Configuration default for "Print Order Acknowledgement" will be checked on items added to PO. It will not refer to the previous PO "Print Order Acknowledgement" status.
    • Release Packing List Format 4 will now correctly number items across consecutive pages.
    • During expensing of a multivendor PO, the system only defaults the freight sell for the main vendor to help prevent accidentally overstating the freight sell for the line item.
    • Freight entered as a negative amount on the OE invoice now prints correctly as a negative amount on the invoice register and summary sales analysis report.
    Q-Send
    • The Export Summary Billing now displays the correct charge-back cost center ID and address for release charges.
    • Resolved an issue that displayed an error when Q-Power users downloaded Essendant price plans.
    DB Commerce/DB Sourcing/DB Reports
    • Changes to EQD warehouse address information will now correctly update DBC.
    • When an item is created via transmission from the DBC Distributor Admin interface, and the item has a vendor with a plant ID assigned, that plant information will be now populated in EQD Item Maintenance.
    • DB Sourcing orders in EQ distributor now include both the Vendor and the Vendor Plant ID's in special pricing.
    • The DBC Flag in item maintenance is now being set properly for items created via DBC order placement.
    • Resolved an issue with the DBC configuration option for Custom Addresses (Select or create a ship-to ID) not selecting the correct ship-to for known custom addresses. Additionally, a Signature Button has been added to DBC configuration which allows you to configure which combination of fields defines a "unique" address.
    System
    • Updated the version of EQ Distributor to version 12.8.
    Accounts Payable
    • The check remittance can now be reprinted.
    Order Entry
    • Resolved a display issue where longer dates were being cut off on the Back Order Status Report.
    • Duplicating a PO generated by a sales order will no longer link the new PO to the original sales order.
    • Invoice add-on charge for release charges now selects the correct tax code for ship-to custom address.
    Q-Send
    • The Export Summary Billing now correctly includes the ship-to cost center country in the field labeled CC_CNTRY.
    DB Commerce/DB Sourcing/DB Reports
    • DBC now sends the applicable service vendor cost to EQD, which becomes Special Pricing running charges in EQD.
    • The plant ID for PO line items in DBC now populates the primary PO vendor and the special pricing vendor in EQD.

    EQ Commerce
    • Resolved an issue where the setting to generate one PO per order was incorrectly generating orders creating one PO per item.
    EQ Commerce
    • An option has been added to eCommerce order generation: Orders for restocking the warehouse can generate one purchase order per item or one PO per order or multiple orders per PO or one PO per EQ/c line. Setting is in eCommerce Configurations > Generate tab.
    Q-Send
    • Resolved an issue where scheduled reports could run with default selections instead of their saved selections.
    Accounts Payable
    • The AP Check Reconciliation Printout now correctly matches the worksheet.
    Order Entry
    • The freight discount amount has been moved into the body of the invoice instead of appearing in the extended sell column. Previously, the discounted amount appeared in the extended sell column which causes the invoice to *appear* as though it was not totalling correctly even though the invoice totals are accurate.
    • The pound sign ("Previous job #") now prints properly on the standard format PO.
    • Multi-vendor line items on a PO now follow the invoicing rules: "Is Expensed" and "Entire PO". (All lines on the PO must be ready to invoice before any of them can be invoiced). See O/E Configuration/Purchase Orders/Invoicing Rules.
    • Added an option to include attribute up-charge sell when calculating royalties.
    • Resolved an issue with report groups causing EQD to crash.
    DB Commerce/DB Sourcing/DB Reports
    • A feature has been added in AP Vendor Maintenance (under the program menu) to quickly select vendors to be uploaded to DB Commerce and/or DB Sourcing.
    • Stocked kitted items from DBC will now generate a release correctly.
    System
    • The Distributor logon function in Help > Websites has been updated to display only the enhanced user logon fields. The distributor will enter the distributor site ID in the email field, and the distributor password.
      Reminder: In the April 5th patch we added a new link from the client rolodex to each client's EQ/c login page. The link is directly below the prompt for the client ID.
    Accounts Payable
    • The field size for the invoice number listed on the check stub has been increased to 20 characters.
      NOTE: pre-printed stubs have room for 16 digit invoice numbers:
      • 8.5 x 11 Bottom Format 2
      • 8.5 x 11 Bottom Format 10
      • 8.5 x 11 Bottom Format 7
      • Mailer format A4
    Account Receivable
    • AR Statement Format 5 now displays the correct information.
    Inventory
    • Item Export now displays a warning message when formats that do not support text fields (i.e. remarks and notes) are selected.
    Order Entry
    • Resolved an issue where EQD could crash when editing imprint release line items on an OE invoice.
    • Deleting a release (w/credit card attached) from an invoice now removes the credit card from the invoice summary screen.
    • Impending Receipt Report referencing invalid string resource
    • The PO Register and Client Sales Reports now correctly include the item attributes in the PDF of the reports when that option is selected in the range selections.
    • A new report called Recurring Documents List has been added. It displays recurring documents (Releases and Invoices) with standard range selections to customize the report. This report is located in O/E > O/E Reports > O/E File Listings > Recurring Documents List.
    Q-Send
    • The Summary Export Billing now correctly displays the client PO for add-on charges added to a warehouse release.
    System
    • Resolved an issue with Authorize.net requiring an email address when adding a credit card for Australian companies.
    Accounts Payable
    • Recurring AP Invoices now calculates based on the current calendar year rather than the fiscal year.
    • The field size of the AP invoice number on the AP Check Remittance has been increased to 20 digits.
    Accounts Receivable
    • All formats of the AR statements print the invoice amounts in the correct aging bins based on the client's terms.
      The Aged AR Report displays the number of days late to match the statement report.
    Inventory
    • The Item Catalog Report will now display Item Notes from Item Maintenance.
    Order Entry
    • Adjusted the logo position on invoice format 1.
    • The default CSR entered in Client Maintenance is now the invoice default when invoicing a regular/stock item.
    • The Compact PO Stub Landscape now calculates the gross profit correctly when the PO is multiple pages.
    • An option has been added when invoicing a regular item or crediting a previous invoice: "Override Tax Code". This enables changing the line item's tax code from the tax code of the primary ship-to.
    • Resolved an intermittent issue which caused EQD to crash when adding an item to a Release when EQ/c is linked to DBC or DBS.
    • Added an option to print the Special Pricing Running Charge unit cost.
    • Resolved an issue where running the Impending Whse Receipt Report from within PO editing could crash EQD.
    DB Commerce/DB Sourcing/DB Reports
    • Stock Items ordered in DB Commerce and set to use multiple ship-to addresses now generate multiple releases in EQ Distributor.
    System
    • Resolved an issue to display either specialized or general help when the blue question mark is pressed while editing report selections.
    • Added a new link from the client rolodex to each client's EQ/c login page. The link is directly below the prompt for the client ID.
    • Resolved an issue with EQD closing when viewing multiple images in Doc-Q-Manage.
    Accounts Receivable
    • Resolved an issue where, occasionally, the Aged AR Report could get "stuck" on a page and not complete the report.
    Inventory
    • Resolved an issue with categories in Item Maintenance's View Sub-category Tree not populating correctly.
    • The Q-Design-enabled message no longer appears in item maintenance for stock items.
    Order Entry
    • The Impending Warehouse Receipt reports now optionally includes sales orders of stock kit items which have the global ship-to as the ship to location as well as warehouse releases that ship to a warehouse..
      Please note: This report has been moved to the OE > Reports > PO/Release Reports menu.
    • Item release notes will now print multiple lines (when applicable) instead of just the first line on the Packing List Release, Packing List 3, and Packing List w/label formats.
    • Resolved an issue with invoice format 1 printing the totals area too high.
    • Users with no security rights or view only rights can no longer edit a PO activity entry. In addition, a notification is emailed to the OE notification contact and logged into the company log when the activity code and/or time is altered by a user other than the one that created the activity (this excludes the supervisor).
    • After editing the ship-to address in an invoice, sales tax rules apply the correct tax code.
    • Purchase Orders and Warehouse Releases generated by a Sales Order can no longer be deleted in PO and Release editing, respectively.
    • Sales Orders now correctly set the client order status (new/repeat) when ordering kit items.
    • Commissions calculate correctly for sales orders based on new or repeat orders.
    Q-Send
    • Resolved an issue with the Print EDI log. X12 855 acknowledgement now prints the document type correctly.
    • The Display Scheduler Configuration HTML report has been updated to include reports, tasks, and disabled jobs for the current company; if you have multiple companies, you will need to log into each company separately to get that company's report.
      Note: The report displays in a web browser where you can print it using the browser's Print option or save it by right clicking on the text and selecting the browser's Save As option.
    System
    • The e-Quantum user name can now be changed. Log in as Supervisor > go to Security. Highlight the user > select Change Password > change the user name > Save. It will take a moment to update. Exit.
    • Resolved an issue with the default country code displaying incorrectly in custom shipping. Save Company settings before export to correct the issue on EQ/c.
    Accounts Payable
    • Resolved an issue with changing the Pay Via in Select Invoices to be Paid.
    Accounts Receivable
    • The verbiage/title "Non-ordering client" has been updated to "Supporting EQ/c client". A Supporting client is a client that does not place orders directly, but whose items are ordered only by other clients (e.g. the distributor or corporate clients).
    • Resolved an issue with an error popup when previewing Packing List Format 4.
    • The Receipts Register display of the days to pay for credit card payments now reflects the number of days between the invoice and the credit card being run.
    Inventory
    • Resolved an issue with the Item Export filter for cases where non-EQ/c and EQ/c are selected.
    • Changed the Transaction Journal Report export to populate location names, warehouse, client PO, document line columns, and Aisle/Row/Bin.
    • Added the field Aisle/Row/Bin to the export of the Release Report Sell, Release Report Cost, and the Item Audit report.
    Order Entry
    • The bill to information on invoice format 1 defaults to the original position. Users who want this information to print higher and to have the verbiage "To" removed can do so by downloading keys and setting an ini option.
    • Item release notes will now print multiple lines (when applicable) instead of just the first line.
    • Po line item attachments from Doc Q Manage will now be placed in the attachment directory.
    EQ Commerce
    • Added Requisition Diagnostics. This function finds and removes orphan records. Must have a backup before running.
    • Added a sorting function to EQ/c Category Tree in EQ/c Client Settings.
    Q-Send
    • The "Info" button in the lower left of the Ship to Import screen has been removed.
    • Resolved an issue with determining which shipping carrier was sent through EDI.
    • The DBC user name can now be captured. This is configured in Client Extra Data Fields using Field Scope: DBC user name.
    • Ship to Addresses on DBC orders now download correctly.
    Accounts Payable
    • Added a new AP Vendor Contact report. It is located in AP > AP Reports > AP File Listings.
    Accounts Receivable
    • The AR Client Sales Report displays the correct information in calendar year format for distributors with a fiscal year.
    Inventory
    • On the Release Report export, the previous REMARKS column, which contained internal information about the transaction, has been renamed INFO and a new REMARKS column has been added.
    • The Receiving Report no longer duplicates entries.
    Order Entry
    • The Invoice Totals by State report's accuracy has been improved; it will now calculate totals using the ship-to/split ship addresses from the line items instead of the invoice's main ship-to.
    • In Client Order History, searching for open releases by client PO now correctly displays all open releases with matching client PO number.
    • The bill to address on invoice format 1 has been moved up approximately 3/8". The duplicate invoice message now prints above the the ship to address.
    • The shipping label for releases has a new option: Print Carton Qty: Yes or No. The carton quantity will pull from the default in item maintenance.
    • Releases containing multiple items with the same remarks will no longer be combined at the bottom of the release.
    • Expensing vendor-owned items from the release no longer causes e-Quantum to close.
    Q-Send
    • The Maintenance Event Log has been added to the Report Export Manager module.
    DB Commerce/DB Sourcing/DB Reports
    • The unit of weight being sent to DBC has been increased to 3 decimal places.
    • Purchase orders coming into EQD from DBC can now be sent via EDI without extra steps. In Vendor Maintenance on Page 3 there is a new dropdown selection for DBC Orders. The 3 options are:
      • Standard - Use this vendor; EDI thru DBC - this is the default
      • Use this vendor and send EDI thru EQD
      • Replace with item's vendor ID if applicable; send EDI thru EQD
    System
    • Added a check for orphaned GL transactions to GL diagnostics.
    • Release diagnostics removes releases that are orphaned from deleted sales orders.
    Accounts Payable
    • The 1099-NEC range selection was updated to allow only selected vendors to print.
    • The check register export displays correctly when the range selection is for one specific check number.
    Accounts Receivable
    • Resolved a scrolling/display issue in client overrides.
    • A message now displays on the eComm tab when a client is marked as non-ordering.
    General Ledger
    • The General Ledger chart of account dropdown for selecting Account Type has been corrected.
    Inventory
    • Hot Keys in Item Maintenance have been updated to:
      • Alt A = Add
      • Alt C = EQ/c (item EQ/c Settings)
      • Alt E = Edit
      • Alt F = File
      • Alt I = Item Filter
      • Alt M = eComm (eCommerce menu options)
      • Alt P = Program
      • Alt T = Tools
    • Filled backorders with retail items use the correct pricing based on inventory configurations.
    Order Entry
    • Added a range selection to suppress the chargeback box on the consolidated invoice.
    • Changing the invoice date now triggers the invoice summary to open for verification of discount date or other information.
    • Release charges use the ship-to's alternate tax code when specified in release charge setup.
    • The Invoice Totals By State Report correctly includes or excludes freight based on the range selection.
    • Form specs print properly when custom text is entered in the envelope type field.
    • Resolved an issue with attributes not being sequenced by order of attributes listed in Item Maintenance.
    • Resolved an issue where gift certificates were not deleting correctly from manually entered releases. When a gift certificate is deleted from a release, it is updated back to its previous amount.
    DB Commerce/DB Sourcing/DB Reports
    • The price of new DBC promo items now updates in EQD item maintenance.
    System
    • EQD version has been updated to 12.7.
    Accounts Payable
    • Made a slight line adjustment for the printing of 1099-NEC form.
    • AP Expensing now calculates correct special pricing according to the item quantity amounts.
    • Resolved an issue that could cause EQD to crash when entering manual checks in AP.
    • The Pay Via Vendor filter is based on the allowed payment methods assigned in Vendor Maintenance > Pay tab.
    Accounts Receivable
    • In the merchant Account Setup, Check Settings will no longer return a false negative.
    Inventory
    • The Receiving Report has new range selections of Vendor ID and Vendor Filter. The Vendor ID and Vendor Description have been added to the export.
    • The Active Release Report Sell now correctly prints the release date when "Document Date" is selected.
    Order Entry
    • Resolved an issue where adding new line items to an OE invoice could result in a duplicate key error.
    • Resolved a printing/display issue on the Form Spec PO that was truncating some of the wording.
    • The export of the Active Order Report now correctly displays both line 1 and line 2 of the item description.
    • The Landscape Form Spec RFQ no longer overprints data fields.
    EQ Commerce
    • Resolved an issue that limited the amount of categories in the Q-Net category tree to 999.
    DB Commerce/DB Sourcing/DB Reports
    • The DBC/DBS configuration setting 'Set Confirming PO Flag' now saves correctly.
    • DBC orders for Flipbooks now generate correctly in EQD.

    Note: If you use the Client Notes function in EQD, please rebuild the AR Client Notes data file in File > Utilities > Rebuild Data Files.

    Accounts Payable
    • We have fixed an issue that could cause EQD to crash when entering manual checks in AP.
    Accounts Payable
    • AP Invoices can now be paid with a zero dollar check if there is a negative and positive invoice selected.
    • The Check Type field on the AP Check Register Export has been relabeled 'Pay Via' to match the range selection on the report.
    • In addition to the 1099-MISC, the IRS has introduced a new 1099 form (1099-NEC) specifically for nonemployee compensation. EQD's 1099 Printing function now includes the ability to select either the 1099-MISC or 1099-NEC format. The data that appears on each form is automatically determined by the value in Vendor Maintenance > Page 3's Print 1099 drop-down; the drop-down also shows the form type (Misc or Nec) and the form's box number where the dollars print.
    • The Check Register report range selection 'Check Type' has been relabeled 'Pay Via'.
    • A Pay Via range selection has been added to the 'Selected Invoices Listing'. The options are Check, CC (Credit Card) and ACH (new, only available w/custom programming). The Pay Via option was also added to the Export of the 'Selected Invoices Listing' to match the PDF.
    • Added the ability to print "Void" on checks printed for credit card payments. Option is configured in GL Config > Configuration tab.
    Accounts Receivable
    • Resolved an issue with the AR Client Notes not appearing on the Client Index. This requires a rebuild of the AR Client Notes file.
      To rebuild the Client Notes file, every user must be out of EQD, then go to File > Utilities > Rebuild Data Files, select AR Client Notes from the Data Files list on the left, and press the Rebuild button.
    • Corrected an issue that resulted in an error deleting credit cards on file.
    Inventory
    • The export of the Release Report - Sell now correctly populates the Cost Center description for the CHG_NAME field.
    Order Entry
    • Chargeback information will now display for imprinted items.
    • Credit card surcharge is now calculated correctly when auto invoicing PO's, releases and/or sales orders.
    • Imprint releases can now be sent to either the primary or multi vendor.
    Q-Send
    • Essendent shipping notices will now check for a FedEx carrier.
    • Corrected an issue where USPS tracking numbers were being truncated.
    • Check Type (Check, Credit Card, ACH) has been added to the export of the check register.
    DB Commerce/DB Sourcing/DB Reports
    • The default CSR set in EQD can now be overridden by orders originating in DB Sourcing.
    • For orders with a CUSTOM ship-to, there is a new option in eCommerce Configuration > DBC/DBS Settings to prompt for a cost center ID. This can be overridden in the client DBC/DBS settings.

      For orders using a credit card with a charge-to ID of CREDITCARD, there is a new option in eCommerce Configuration > DBC/DBS Settings to change that to the ship-to cost center. This clears the charge-to on the order so it will go to the ship-to by default. This can be overridden in the client DBC/DBS settings.

      The eCommerce DB Settings screen has been updated with tabs for DBC options, DBS options, and the Force Upload tab. The DBC and DBS tabs will only display if the distributor uses DB Commerce and/or DB Sourcing. Confirming PO for DBC and DBS can now be selected separately.
    • Kit orders from DBC that also include other stock or non-stock items now generate correctly.
    Accounts Payable
    • Australian Report Format Standard Release is now printing without an error.
    • PO Summary is correctly populating attribute information.
    • Resolved an issue printing the pick list. If you received a start or close job failed previously, you may need to unpost your picklist and rerun.
    • Resolved an issue that was creating negative checks.
    • Checks will correctly print based on configuration setting in AP for Vendor ID or Vendor Alpha.
    Accounts Payable
    • Fixed a number of printing issues with AP Checks.
    Accounts Payable
    • Expensing special pricing marked as a running charge disburses properly in the AP invoice.
    • A "Pay" tab has been added added to Vendor Maintenance. Select the payment types (check/credit card) allowed and preferred.
    • Payment type was added to the A/P Invoice Editing screen as a note.
    • The "pay with credit card" option in A/P Invoice editing and is now a dropdown box where you can select to pay an invoice via check and/or credit card.
    • Check Register has added a range selection of Check Type.
    Accounts Receivable
    • Corrected an issue where unposting a Sales Tax Report was not unflagging the invoices.
    Inventory
    • Set Upload to EQ/c Flag function is now updating the items correctly.
    Order Entry
    • The consolidated invoice correctly displays the correct charge-back amount for an item that fills a backorder release.
    • The line item Ship Via now prints on every warehouse release format.
    Q-Send
    • Resolved an issue where EQ Distributor would encounter an error when downloading Washington Sales Tax rates.
    • Thompson Reuters sales tax import will no longer delete sales tax codes older than 3 years.
    Accounts Payable
    • AP checks now print the correct vendor remit address.
    • The correct number of invoices chosen for payment now displays when printing checks.
    Accounts Receivable
    • Resolved an issue which prevented a client from being deleted due to an erroneous 'Unposted Inventory To GL entry found' check.
    • The Client Index Report now correctly recognizes the secondary sort option.
    Inventory
    • New buttons have been added to the Item Maintenance Item Filter to allow filtering Internet Items using a combination of Standard, Reports Only, and View Only items.
    Order Entry
    • PO printing is no longer failing when the Form Spec is either a Booklet or Unit Set.
    • Delivery Receipt 8.5 x 7, Packing List Format 3, Release Packing List and the Packing List w/Label are now correctly printing the full ship to address.
    • Attribute information is now printing on the PO Packing Lists.
    • Fixed an issue where item totals on the 'Format 4 w/Item Total' version of the Order Acknowledgement could include the additional attribute charge from the previous line item.
    • Corrected a formatting issue where percent signs on the commission report were overlapping with the numbers.
    DB Commerce/DB Sourcing/DB Reports
    • DBC item quantity breaks are now saving correctly.
    Inventory
    • Changes made to an item's warehouse lot record which are unrelated to quantity or pricing are listed in the Maintenance Event Log.
    Order Entry
    • Resolved several issues with the Invoice Compact Format.
    • Resolved an issue where an item could be added to a Sales Order that has been invoiced.
    • Resolved an issue where Order Acknowledgements were printing garbage text.
    System
    • Resolved an issue allowing a 3 digit company code to be added as the default in company maintenance.
    Accounts Payable
    • In Vendor Maintenance (page 3), a option dropdown has been added for the Pay Via option. User can select Pay Via Check or Credit Card. It will use the defined setting going forward.
    Accounts Receivable
    • In Client Overrides the "Document" tab has been renamed to "Letters" . This tab is for the Letter Configuration for the chosen client.
    • The Combined Sales Tax Report now shows the archived report numbers that were combined to create the report.
    Inventory
    • The Inventory Analysis - Location Report will now correctly display the amount of a backordered item in a given location.
    Order Entry
    • A vendor search has been added to the range selections in PO Editing>Program>Search for PO.
    • Scheduled Shipping Notices are now being sent to all of the email addresses in the contact.
    • The Monthly Sales Report now correctly displays three years worth of data when selected.
    • Resolved an issue where receiving a PO to the warehouse was not clearing negative inventory lots before adding a new lot record.
    • The Commission Bracket ID can no longer be edited after being created.
    • Remaining inventory balance for releases from distributor or corporate clients is now populating.
    EQ Commerce
    • Changing the EQ/c default settings updates any clients using "System Default" in EQ/c configurations.
    Q-Send
    • Consultant variables are now populating correctly in the Credit Card Receipt Letter.
    • The PO order source and item's document line number fields have been added to the export of the Active PO Report.
    DB Commerce/DB Sourcing/DB Reports
    • Resolved an issue sending backorder information to DB Reports (Power BI).
    • Tracking numbers entered for back-ordered releases now upload to DB Commerce correctly.
    Accounts Receivable
    • Charging a credit card from AR generates the AR Credit Card Letter. Letter must be configured to generate.
    Inventory
    • Re-order notes print correctly on inventory reports with that range selection.
    • Modified attribute editing to make the attribute and/or value obsolete (inactive) when deleted. Deleting an inactive attribute will permanently delete it.
    Order Entry
    • Special Pricing marked as "Running Charge" expenses correctly from the PO.
    • In-house invoices will now properly be excluded from OE Invoice Printing when Include In-house Invoices is set to No.
    • Resolved an issue where deleting a sales order could cause the program to crash.
    • The commission report's total commissions by department now calculate correctly to equal grand total commissions.
    • EQD will no longer give a duplicate key error when crediting a previous invoice with release freight.
    • Sales Orders will correctly bring over release freight entered and freight expensed through an AP Invoice.
    • The PO packing slip now selects the correct email address for each vendor when there are multiple vendors involved.
    • Added OE Configuration option: Invoices > Force Display of Sales Order Bill Notes: yes or no.
    Q-Send
    • The Vendor filter has been added to the Q-Send > Export > Export Vendors function.
    • The Client Quote Follow-up Letter can now be formatted using the default text and HTML.
    • The Item Filter has been added to the Q-Send > Export > Export Items function.
    DB Commerce/DB Sourcing
    • The Import Items from DBC function can now be scheduled for 30 minute increments.
    • Multiple modifications made in DB Sourcing now update the EQD orders.
    • Users with view rights to Item Maintenance > DBC Settings can now access the DB button in item maintenance.

    Note: Q-Net's name is now EQ Commerce (EQ/c).

    System
    • EQD version has been updated to 12.6.
    • All phrasing with "Q-Net" has been replaced with "EQ/c".
    • In EQ Distributor>Help>Web sites>Zoom Meeting, the meeting field has been updated to use 11-digit meeting numbers.
    Accounts Payable
    • The Check Reconciliation Report has been added to the Report Export Manager.
    Inventory
    • Format 3 of the Monthly Inventory Report has been updated. We have added the second line of the item description and moved the Primary Consultant name to the right when the First Sort is Cns#Client or CNS#2/Client. A new range selection "Product Group" has also been added.
    Order Entry
    • The Reset Order Acknowledgement flag no longer crashes e-Quantum when not in edit mode.
    • Credit cards amounts charged for sales orders from OE Open Credit Cards now flows through correctly to the invoice. Invoice posts with the paid amount, reducing the amount due.
    Q-Send
    • OE Credit Card Receipt letter & AR Credit Card Receipt letter generate after credit card is charged in e-Quantum.
    System
    • "Auto-close Sending Email screen" option added in File> Preferences> User Preferences> Additional User Settings. Selecting "No" will cause the email screen to stay open after emails are sent. If "Yes" is selected the email screen will close once email are successfully sent.
    • If "All users require password" setting is checked, the system is no longer incorrectly requiring a password to create a group.
    Order Entry
    • OE Open Credit Cards now correctly lists Sales Orders.
    • When writing a release and pulling inventory from another client than the Bill To client, the release is now printing the remaining quantity of inventory on the document.
    • Printing invoice Format 1 no longer returns "REMOVE THIS LINE FROM THE REPORT" under each line item.
    • Invoice of a release with freight expensed from an AP invoice correctly adds one freight record line.
    • Releases and PO's generated by sales orders are now included in the Work In Progress Report.
    DB Commerce/DB Sourcing
    • Sales Tax codes now export to DBC correctly.
    • DB Commerce option to manually settle credit card orders is now working for EQD orders.
    • Freight from DBC orders comes into EQD as Estimated Freight Sell without having credit cards required on the DBC site.
    • DBC Promo items can now be set to download into EQD. This can be done for an individual item or as a group.
    Order Entry
    • Printing invoice Format 1 no longer returns "REMOVE THIS LINE FROM THE REPORT" under each line item.
    System
    • Removed a stray popup message related to the Goldmine interface.
    Accounts Payable
    • The AP Open Invoice Report now displays the year with two digits.
    Inventory
    • The export of the Release Report Sell now includes the release item's lot number entered in Whse Inventory/Usage.
    Order Entry
    • Resolved an issue where an extra parameter was preventing Print Summary Billing from executing correctly.
    • A sales order that includes both kit items and standard release items now displays them separately on the invoice.
    • Sales Order total sell and Sales Order Confirmation total sell for dynamic kits accurately list the non-stock and distributor-owned components' sell price, and excludes client-owned component sell price.
    Q-Net
    • Resolved an issue where some users could not view Q-Net order confirmations from within e-Quantum.
    Q-Send
    • The Sales Tax Import now includes all districts.
    • Q-Send Export Clients now works correctly when scheduled.
    DB Commerce/DB Sourcing
    • Ship Via Methods modified in DB Sourcing now update EQD orders.
    • Bill Notes modified in DB Sourcing now update EQD orders.
    • Client PO number modified in DB Sourcing now updates EQD orders.
    • EQD now correctly handles split ship orders coming from DBC.
    System
    • In the report range selection "Client Filter", the Q-Net/Non-Q-Net options are no longer duplicated.
    • e-Quantum no longer closes when there is no email to send and you click the "begin" button. 
    Accounts Payable
    • Corrected an issue where cleared GL Journal Entries would still display on the check reconciliation print and preview.
    • New AP Report: Voided Check List. This report will display the original check number as well as the void check number. There are pertinent range selections and the option to export if you have the Report Export Manager. AP>Payments>Voided Check List
    Inventory
    • Security settings now properly limit a user's access to kit setup.
    Order Entry
    • Fixed a warehouse release issue where item beginning/ending numbers were truncated to 11 digits.
    • The Sales Order Confirmation correctly reflects total freight added to the PO & release generated by the Sales Order.
    • The Sales Order Confirmation prints the items' unit sell, extended sell, total freight (including in-bound freight) and the grand total.
    • Backorders from retail sites now correctly bring in the cost and sell specified on the backorder.
    • Release Report Cost suppresses the cost value when the range selection "Print Value" is no.
    • The PO Format Compact PO/Stub (Landscape) now correctly displays prices.
    Q-Send
    • Item Properties fields from Item Maintenance have been added to the Item Export. The export includes up to 9 Item Properties.
    DB Commerce/DB Sourcing
    • EQD will use the item description from DBC.
    • Inventory lot records that are on hold will no longer be sent to DB Commerce.
    • Sales Tax codes are now sent to DB Commerce and DB Sourcing.
    • DBC dollar off and percentage off coupons now correctly come into e-Quantum as negative special pricing.
    System
    • Fixed an issue which caused e-Quantum to restrict access due to an incorrect count of logged in users.
    Accounts Receivable
    • The Aged AR Report, when emailing the applicable portion to each consultant, prints the consultant's invoice total only.
    Inventory
    • Warehouse receiving will remove empty inventory detail records when a new stock item is received.
    • The inventory balance is now correctly printing on warehouse release items.
    Order Entry
    • A Warehouse Release generated by a Sales Order will now use the default number of days to ship entered in OE Configurations.
    • The Sales Order Confirmation now displays the item unit sell, extended sell, and the order total sell.
    • Resolved a pagination issue when batch printing Sales Orders.
    • The PO Register will no longer display a total if the option for showing Cost/Sell is set to no.
    • The Sales Order Confirmation now displays the order quantity of each item on the sales order.
    • When creating a PO, items linked with corporate clients no longer pull item information from wrong client.
    • In-bound & out-bound freight on a release generated by a sales order now correctly flows through to the invoice.
    • Invoice sales order for release of client-owned kit now correctly displays $0/$0 cost/sell.
    • Freight calculated on Q-Net for kit items now correctly flows through to e-Quantum generated documents.
    Q-Net
    • Q-Net orders for kit items which do not display pricing generate sales orders with the kit sell from item maintenance.
    • The issue with receiving an error when viewing the Q-Net Order Confirmation through e-Quantum has been corrected.
    Q-Send
    • An Excel error message "This action won't work on multiple selections" no longer displays when editing an Excel doc exported from e-Quantum.
    • Importing UPS or FedEx tracking will trigger ship notices when reference field 1 is the PO number and reference field 2 is an asterisk ( * ).
    Accounts Payable
    • The Check Register will now display a voided check's check number, date issued, and vendor.
    Inventory
    • The Inventory Aging Report correctly displays total for specified inventory ownership.
    Order Entry
    • Release charges and service charges now correctly have a sell price when invoiced.
    • Extra data fields can now be accessed on purchase orders and releases without being set to print.
    • Adding a new credit card to a document no longer changes the client's default credit card.
    • Purchase Orders will now issue a warning if there is a split ship and multiple attributed items.
    • The Compact PO/Stub has the correct total sell and gross margin when there are multiple pages.
    • PO Packing List Format 1 now prints out a beginning number if specified in the line item.
    • Auto invoicing PO's with a credit card and a manually added item correctly creates one invoice.
    • Corrected issue of inbound freight not coming through to the invoice.
    • Purchase order printing now has the option to print the costs of attributes.
    • Expensing freight to client owned and distributor owned releases can be completed through Accounts Payable>Invoicing>Expense.
    Q-Net
    • Batched POs now include the custom shipping addresses when configuration is set to Multiple Orders per PO.
    • When no Ship Via options are offered on Q-Net and a Ship Via is entered on the Ship to tab, that Ship to will be used on EQD orders.
    Q-Send
    • The Remember This Document checkbox when importing tracking numbers now correctly remembers the option.
    DB Commerce/DB Sourcing
    • Product Group listing will now upload to DB Commerce.
    • Cost for DBC orders now pulls from the EQD Corp client.
    System
    • The maintenance event log will now track changes made to PO line items.
    Accounts Receivable
    • Security settings A/R > A/R File Maintenance > Client Maint: Credit Fields will now control rights to the Terms field.
    • Auto Apply in Receipts Editing has been optimized.
    • Client Sales Report selected to "Display by fiscal year: No" displays correct total posted to AR for calendar year.
    General Ledger
    • The Trial Balance correctly displays difference in totals.
    • All formats for the income statement no longer cut off characters.
    Inventory
    • The Inventory Checklist now sorts correctly when the item value = sell, sort 1 is warehouse/item & sort 2 is Client ID or Client Alpha.
    • Non-Stock reorder notices when chosen for individual clients would preview correctly. When sent, other clients notices went out as well. This has been corrected.
    Order Entry
    • PO Standard Stub/Landscape corrected to print previous job number when there is not an RFQ number.
    • Release cannot be invoiced if the release is open.
    • Editing a previously entered expense record displays a warning that any expense amount changes do not affect the AP invoice amount.
    • Expensing the PO generated by a sales order now updates the kit cost when invoiced. NOTE: Attribute up-charges do not get expensed. They are automatically added to the invoice special price.
    • Warning added when receiving over/under the kit's order quantity on sales order. Invoicing will use the fully received quantity of a sales order.
    • Release charges are assigned to the original cost center when crediting a previous invoice.
    • Added an option to calculate release charges on Sales Orders for Kits. Must be activated in OE Configuration > Invoicing.
    Q-Net
    • Items now generate on a PO in the same sequence as the items were placed on the Q-Net order.
    Q-Send
    • Resolved an issue with the outgoing EDI log showing unknown for the Document type when a Ship Notice was sent.
    DB Commerce/DB Sourcing
    • Resolved an issue with the EQD second line of item description not displaying correctly on DBC orders.
    Accounts Payable
    • AP checks will now follow the new "Month Format" setting in AP Configuration which will print the full 4-digit year.
    Order Entry
    • Resolved an issue with copying attributes from the multi vendor to the main vendor.
    • Resolved an issue with suppress extra cost on attributes in the main vendor of a multi vendor PO.
    • Resolved an issue with the Consolidated Printing of an Invoice requiring a parameter value be entered.
    • OE Invoices will now follow the new "Month Format" setting in OE Configuration which will print the full 4-digit year.
    • Quotes to Client will now follow the new "Month Format" setting in OE Configuration which will print the full 4-digit year.
    DB Commerce/DB Sourcing
    • Added option to DBC/DBS configuration screen to set the confirming PO option. It is enabled by default.
    System
    • Under Support Information, the support contact information has been updated to our current 800 number and email address. The About e-Quantum window reflects the updated information as well.
    • The "State=xx" command to select clients by a specific state now returns the correct results.
    Accounts Payable
    • The Open AP Invoice Report will now print the remarks made on the invoice.
    • Checks will now follow the new "Month Format" setting in AP Configuration which will print the full 4-digit year.
    • Added the ability to search by vendor, check #, and/or check date to the void check screen.
    Inventory
    • Receiving a stock static kit from the Sales Order now correctly identifies kit as client-owned or distributor-owned based on kit information in item maintenance.
    • The Inventory Checklist sorts properly with the range selections "Client ID: 1 or All", "Value = no", and sort 1 is Item/Warehouse or Warehouse/Item, and any sort 2 selections.
    Order Entry
    • Invoices will now follow the new "Month Format" setting in OE Configuration which will print the full 4-digit year.
    • Items on an invoice that come from a release can now be deleted even if the invoice can't find the item.
    • PO Packing List format 1, format 1 w/barcode and format 1 with receipt info now use the eComm defined order number prompt.
    • The Item ID field size on the Sales Order has been increased. If the item ID is longer than 12 characters, the font size reduces by one point.
    • The PO created from a returned HTML quote for a new item now pulls the product group from the quote correctly.
    • Changing the unit of measure of an attribute item in a PO now allows the correct quantity in the attribute selections.
    • The Standard PO/Stub (Landscape) format of the PO has been changed to remove extraneous blank space between line items.
    • The compact report formats now display the attachment list.
    • The "a..x" command for the selected range now returns the correct results.
    • PO Item follow-up notes can be edited in either the PO item or in Change PO Status.
    • In OE Invoice Printing, a range selection has been added to filter Invoice Paid Status: Paid Invoices, Unpaid Invoices, or Both.
    • PO Order Acknowledgements now print closer together to allow more to be printed on a page.
    • New report: Invoice Totals By State. A report has been added to verify total sales to each ship-to state. The number of invoices & dollar amount is listed cumulatively for each month. The file path for the report: OE > Reports > Invoice Reports > Invoice Totals By State.
    Q-Net
    • The Q-Net Order Analysis report now returns the correct results when using the Item ID filter.
    Q-Send
    • The Export Summary Bill CSV heading row follows the quote properties.
    DB Commerce/DB Sourcing
    • Resolved an issue regarding quantity breaks not triggering the item to upload to DBC.
    • Weight for both stock and non-stock items is now being sent to DBC using the default weight set in Item Maintenance.
    Accounts Payable
    • An AP credit invoice for freight expensed to a PO now disburses correctly within the AP invoice.
    Accounts Receivable
    • Creating an AR Refund On Account debits the accounts receivable account and credits your chosen AR configuration write off account. In AP, a vendor invoice is created debiting the chosen AR configuration write off account and credits the accounts payable account.
    • Resolved an issue that was causing the 3-bin Aged AR Report to be unable to render one or more of its pages when the 'Print Client Notes' option was selected.
    Inventory
    • Resolved an issue with warehouse maintenance not saving the second line of the address.
    Order Entry
    • Fixed an issue where a Btrieve error 5 was displayed when auto-invoicing multiple sales orders per invoice.
    • Invoices will now prevent any date before the year 1900. OE Invoice Diagnostics will now change any existing invalid date to the current date.
    • Commission Report correctly displays gross profit for items and coupons with a negative gross profit. Commission set-up for Add-On Charge product groups calculates correctly when the "New/Repeat" option is set to "N/A". A commission set-up for an Add-on Charge product group selecting "New" or "Repeat" will not calculate. The commission defaults to the consultant's primary commission code.
    Q-Net
    • Resolved an issue where ordering from the Restock Catalog resulted in the Kit components being multiplying by the number of Kits ordered.
    • When a PO is generated from an HTML quote that has a NEW item ID on it, users can change the Item ID if needed.
    Q-Send
    • You may have received a notice from Thomson Reuters concerning a product change from Tax Data Systems to Fast Tax. To accommodate this change, we have added functionality to import either the Fast Tax Complete file or the Fast Tax Premium file. These are the only two acceptable formats that work with the e-Quantum system. This new functionality is accessible in QSend>Import Sales Tax Data>TDS/Fast Tax>Continue as normal. For more information about this change, please contact Jenny L. Galan with Thomson Reuters at jenny.galan@tr.com. She will be happy to assist you with your questions related to this new product.
    • The import tax codes function now marks Q-Net clients as changed and forces changed ship-to's to export.
    • Resolved an issue with the scheduler ignoring the Export Summary Bill config.
    DB Commerce/DB Sourcing
    • PO and Release tracking numbers now display in DBC. The ship date is based on the EQD calculated ship date. That calculated ship date is configured in OE Configuration > Purchase Orders > Calculate Item Dates.
    DB Commerce/DB Sourcing
    • Resolved an issue where DB Commerce items were being filtered from the e-Quantum to DBC upload.
    System
    • In Company Maintenance > File > Password Options, you can now define password character requirements for e-Quantum passwords; you can require that new passwords must contain at least 1 letter, number, and/or special character. Requirement options for passwords now exist under company maintenance > file > password options.
    • e-Quantum's version has been updated to 12.5 from 12.4.
    Accounts Payable
    • Users restricted from selecting AP invoices to be paid can no longer access this function through AP invoice editing.
    Accounts Receivable
    • In AR Maintenance, Fiscal Year Date is now able to be changed beyond date of 2020.
    Inventory
    • The Reorder Summary - Nonstock Report now correctly follows the Print Price formatting option selected.
    • Receiving inventory correctly updates the item lot record numbering when the numbering is greater than 12 digits.
    • Added an option to the Find feature when adding categories to the Category Tree to search by Description. The Categories file must be rebuilt in File > Utilities > Rebuild Date Files.
    Order Entry
    • New PO format, Format 10 (one item/page) is based on the Form Spec (Large Font) PO. This new format will not print form specs.
    • Compact PO/Stub (Landscape) and the Compact Standard PO formats now display "Q-net Order#" instead of the letter "Y".
    • Sales Orders can no longer be invoiced multiple times.
    • Kit generated PO for components with attributes can only be edited for quantity per kit.
    • The Client Quote emails via HTML successfully when the email address and contact name are entered in the "Bill To Address" edit box.
    • When a cost for a price break is missing from a price break table, the lower quantity cost is now used in the Purchase Order.
    • When the "Supervisor To Delete Release" option is selected in OE configuration, a user with supervisor access to the company can now delete a release. Prior to this, only the SUPERVISOR user could delete releases.
    • The Invoice Compact Remit Stub now prints the remit stub on the last page only when you batch print invoices.
    • The PO/Release Expense Report now correct filters for Manually Closed and Invoiced POs.
    Q-Net
    • Ship To Groups in the Distributor Client are now correctly restricting items on Q-Net.
    • Q-Net orders to replenish inventory for stock kits correctly generate a Sales Order in e-Quantum using the Global Ship-to for the warehouse.
    Q-Send
    • Scheduling the Export Summary Bill now uses the Export Summary Bills Configuration options.
    • Importing Essendant files, the checkbox for Check for Obsolete Items now saves the last setting.
    DB Commerce/DB Sourcing
    • DB Commerce orders for clients marked as Tax Exempt, using a Custom Ship to, will now use the exempt tax code.
    • Added logging to DBC/DBS item export for rejected items. This will display in the upload log that is available immediately after the upload.

    System
    • Item Diagnostics now looks for empty Location Usages headers
    Inventory
    • The "Move" function in Item Maintenance now moves the form spec on items.
    • The Release Report -Sell now correctly exports addresses when returning inventory.
    • The Location Usage Analysis, Category Detail format now reports usage at the correct locations.
    Order Entry
    • On credit card input, a state code is no longer defaulting into the zip code area.
    • Extra data fields now display on both POs and releases without requiring data be entered on DBC or Q-Net.
    • Compact Stub PO Landscape and Compact Standard PO are printing the attachments when the range selection is set to yes.
    • The Reprint Royalty Report no longer crashes EQ Distributor when previewing the report.
    • The search field in category maintenance now searches for letters correctly.
    • The size of the Freight and Total Amount fields on consolidated invoice has been increased.    
    • Sales Orders for kits with components that have standard and/or custom attributes now generate the correct quantity of components.
    • In a sales order for a kit, selecting "Price by margin" and entering a margin percentage now calculates the sell price correctly.
    • Reordering from client reorder history (PO) now displays a warning when attempting to reorder an obsolete item.
    • Impending warehouse receipts no longer causes EQ Distributor to crash when printing a PO.
    Report Export Manager (REM)
    • Export of the Summary Sales Analysis now includes the client name and ID, consultant name & ID when sort options 1 and/or 2 include the Client ID, client alpha, and/or consultant ID.
    Q-Net
    • Supply Catalog items are now correctly marked in Item Maintenance as From Catalog Essendant or SP Richards when new items are downloaded from Q-Net and added to Item Maintenance.
    DB Commerce/DB Sourcing
    • The EQ Distributor to DB Commerce (DBC) interface now offers a configuration option for Input Qty Methods; you can configure items to allow: any qty, or selected quantities, and you can specify up to 10 selectable quantities for items without price breaks. If the item has price breaks, the break quantities are used instead. The default Input Qty Method option is configured in eCommerce Configuration, but it can be overwritten at the client and item levels.
      Please note: If you have both Q-Net and DBC, the Input Qty Method is configured through the Q-Net configuration as Q-Net has additional options that are not used in DBC. If you have only DBC, there will be a 'Qty' tab on the DBC configuration screens mentioned above.
    Accounts Receivable
    • In statement printing the format in the range selections is used for the printed statements and the "electronic format" is used for the emailed statement. Previously the range selection format was being used for both.
    • The Aged AR Report formatting filters are now suppressing correctly.
    Inventory
    • Formats 2 and 3 of the Monthly Inventory Report now include the client ID next to the client name in the header.
    • Inventory Valuation Report Cost: Inbound Freight and Allocated is now suppressing properly.
    • Saving Additional Categories with the Show Used box unchecked will no longer cause some of the categories to be deselected.
    Order Entry
    • O/E Open Credit Cards charge amount now includes Sales Tax.
    • A release generated by a sales order can no longer be deleted nor an item deleted off of the generated release.
    • PO's line items coming from DB Commerce sites now display DBC as the source in the PO line item notes.
    • Kit orders from DB Commerce are now creating Sales Orders with the appropriate sub documents (PO's or Releases) in EQD. Kits must be set up in EQD before being orders on DB Commerce.
    Q-Send
    • Client EDI's that do not have incoming documents will no longer display in the Import EDI files window.
    Scheduler
    • The Scheduler logs now include the Export Summary Bill.
    DB Commerce/DB Sourcing
    • Pricing is now going from EQD to DBC for new items.
    • The report label used for orders coming from DB Commerce now defaults to ecomm order #.
    Order Entry
    • O/E Open Credit Cards charge amount now includes Sales Tax.
    System
    • Updated contact information on Help > About window.
    Accounts Payable
    • Address line 1 now prints on the 8 1/2 x 11 middle (blank) MICR check format.
    Inventory
    • Inventory Management Report: items with zero quantity in warehouses can be suppressed if item is marked "Suppress Reorders".
    • Reorder notice printed flags are now being updated correctly for nonstock items.
    • The Item Audit Report now filters correctly by a specific Item ID.
    Order Entry
    • Summary Sales Analysis Report: Correct GP percentage & dollars display for client or consultant when the only activity is a positive amount invoice & a credit of the same invoice.
    • Invoice no longer displays message "Invoice totals do not match" when a PO has a credit card attached.
    • Speclet field title is no longer incorrectly wrapping text.
    • Add item to PO by selecting "Clone" now copies the split ship information based on OE Configurations:
      OE Configurations > Copy/Clone > Copy Fields When Cloning Line Item: select "Split Ships"
    • Invoicing a retail client for returned inventory owned by the corporate client now displays the credit amount.
    • Sales orders for dynamic kits: components' unit sell or extended sell prints on all invoice formats. Setting is in OE > Configurations > Invoices > Printing > Dynamic Kit Subassembly Sell: not printed or extended sell or unit sell.
    • O/E Open Credit cards now uses the custom ship address tax rate when charging.
    • The client override for invoice notes is now functioning for invoices created through auto-invoicing.
    • The eComm order number and the Client PO number have been added to the export of the Royalty Report.
    Q-Net
    • Exporting all clients to Q-Net no longer removes the sub components on a kit item.
    Q-Send
    • The eComm order number has been added as an extrinsic to the standard cxmL PO format. The extrinsic is "eCommId".
    DB Commerce/DB Sourcing
    • Items ordered on DBC will use the UOM in EQD if the item already exists in EQD. New items will use the UOM sent from DBC.
    • Line item identifiers (extra data field) are now available for both non-stock (PO) and stock (release) items.
    • Corporate client items now use the cost and sell from the price plan on the Corp item when ordered on a DB Commerce Site.
    • Orders coming into EQD from DBC will now show the Bill to Cost Center ID in the Charge to ID field for PO's and Releases.
    Accounts Payable
    • A MICR compatible check format has been added in AP check printing. MICR Font and MICR ink are required to use this format.
    Accounts Receivable
    • Aged Accounts Receivable Report: if the client contains invoices and credits for a total owing of zero dollars the report no longer produces and error.
    Inventory
    • Active Release Report Sell correctly sorts by Ship-to Group.
    Order Entry
    • The Form Spec PO and the Form Spec PO (large Font) formats now print the Country in the Ship to Address with no space between the City/State/Zip.
    • Erroneous text no longer prints on the upper right of the Sales Order Packing List.
    • Text in Line Item> Notes> Pack List (tab) now show on PO packing list when using "Format 1 w/Barcode" .
    • Sales By Vendor Report: exporting through REM now includes all of the default fields.
    • Resolved an issue where invoicing a sales order with both a PO and a release caused e-Quantum to close.
    • PO/Release Expense Report displays correctly for PO item with main item not expensed & special price that is expensed.
    • Sales orders now create release correctly when the stock item belongs to a Corporate Client.
    • When editing a release from a Q-Net Sales Order, all items on the release now show the proper quantities.
    Q-Net
    • BCT orders are no longer displaying the prior order's Vendor Instructions.
    Q-Send
    • Q-Send> Doc-Q-Manage> Doc-Q-Manage Maintenance
      Added a check box "Store Electronic format when saving report in Doc-Q-Manage." When a document is saved to Doc-Q-Manage it will use the format in the "Electronic Format" field.
    • QSend > Item Export: exporting selected items contains the relevant data and no longer exports an empty spreadsheet.
    DB Commerce/DB Sourcing
    • DB Commerce: A Chili item with a lineDescriptor field will use it as the second 25 characters of the line item description within EQ Distributor.
    • DB Commerce's Line Item Identifier now maps to an EQD Extra Data Field.
    • DB Sourcing is now sending a URL link to the Form Specifications sent to the Vendor.
    Accounts Payable
    • Printing AP checks that require a separate Remittance Advise no longer returns a "Start of Close Job Failed" message.
    System
    • Editing users in Security is no longer crashing.
    Accounts Payable
    • Editing Vendor notes no longer displays a "send to Safeguard" check box.
    Accounts Receivable
    • In Client Maintenance>Edit Client>Overrides> the Change Invoice item sort is now saving.
    Inventory
    • The item audit report now correctly filters by product group.
    Order Entry
    • Extra Data Fields now print on the Warehouse Release Packing Slip/Release format.
    • In OE Invoice Printing, there is a new filter in range selections to be able to print invoices by Posted Date.
    Q-Send
    • Extra data fields on an item will now be sent in the EDI PO to the vendor if using the cXML format.
    • Added 'Check for Obsolete Items' checkbox to the Import Supply Catalog Items window for Essendant. Unmarking the box suppresses marking Items in Item Maintenance as Obsolete.
    Order Entry
    • Resolved an issue with editing releases from Corporate or Distributor client's inventory.
    System
    • There is a new feature under File>Logged-In Users. Logged-In Users displays the Network Users are that are logged into the e-Quantum network programs. This helpful to verify everyone is out of the e-Quantum software when doing updates requiring all users to be logged out. The default Security setting for this is No Access. It can be changed to View Rights to give someone access. If one person is logged in multiple times, the lower window in Logged-In Users will show the login instances in when the user is highlighted. This does not show specific files, just network access of a user. You may also choose a specific company and/or refresh automatically. This does not show the Scheduler User.
    Inventory
    • Resolved a display issue on warehouse inventory usage screen.
    • Inventory Valuation Report cost is including Vendor owned dollars in the Grand Total.
    Order Entry
    • Auto Receiving an order split shipped to the warehouse and client location is recording correct usage.
    • Resolved an issue regarding not being able to send the Order Acknowledgement after viewing.
    • The 4 x 6 Release Label no longer prints the Distributor Address when that range selection is set to No.
    • The compact po/stub (landscape) prints the special pricing description and cost if the special pricing is a negative value.
    • Sales Analysis, sorted by secondary consultant is filtering correctly.
    • Charging credit cards through OE Open Credit Cards Orders is no longer ignoring alternate tax.
    • Resolved an issue where searching for a PO was erroneously returning "You must have a valid PO".
    • Multiple attachments on a line item from a previous PO are now copying to the new PO.
    • The Form Spec PO (Landscape) now prints perforations correctly.
    • A range selection of "Print One Item per Page" has been added to the PO acknowledgment printing.
    • The form spec type Envelope now correctly prints ink colors when the inside tint option is checked.
    • When using the option to Authorize Credit Cards in Q-Net, the authorization code now prints on the invoice for Q-Net generated orders. If you add the credit card to a document already in e-Quantum, no authorization is created and a code will not print.
    Q-Send
    • Export Summary Billing now includes the USER_FLD_1 through 4 from AR Client Ship to Maintenance.
    DB Commerce/DB Sourcing
    • Tracking number are now being send back to DB Commerce for Stock (warehouse release) items.
    • Added a default order source code for orders coming from DB Sourcing.
    • REM: The Client PO number has been added to the export of the Un-Invoiced Freight Report.
    Scheduler
    • Fixed an issue, on Azure, where Q-Net images may not upload properly. This only affected the clients hosted on Azure.
    Scheduler
    • Addressed a number of issues causing instability in the scheduler.
    Order Entry
    • The Compact Standard PO does not print a PO Total when the range selection is set to No.
    • The Remit Stub Invoice correctly duplicates the line item sequencing as it appears on the Line Items tab of the invoice.
    • Vendors who are set up to use EDI no longer receive "blank" purchase orders. Purchase Orders emailed and set to send via EDI now appear in the Report Delivery Screen.
    • When Print Q-Net Order Numbers is set to yes in the Printer Range Selections, the Q-Net order numbers print on the compact invoice format.
    • In the Release Carton Label under the Printer Options tab you can now select to Print Company Logo. The following release labels are the only ones that are able the company logo (small logo): 3 1/2 x 5, 41/4 x 5 1/2 4 to a page, 4 x 6 landscape, 4 x 3 3/8, 4 x 3 3/8 no item info, 4 x 6 shipping A barcoded, 4 x 6 shipping B barcoded, 5 1/2 x 4, 5 x 8 1/2 preprinted, 8 1/2 x 5 1/2
    DB Commerce/DB Sourcing
    • DB Commerce Promo items are now downloading into e-Quantum correctly. The attributes (size, color, etc) are in Vendor Instructions.
    • Generating a business card with imprint from DB Commerce no longer returns a Btrieve 4 error.
    System
    • To enter a Service Desk Ticket directly from e-Quantum, go to Help>Support>Contact Support>Demand Bridge Service Desk. Here you can choose e-Commerce (Q-Net, Q-Design) or Back-Office Solutions (e-Quantum).
    Inventory
    • Perpetual item Usage for Item Maintenance and Client Loc Inventory/Usage is now calculated at the time of updating the Perpetual Input for the Item.
    • On the Release Report Sell/Cost the Quantity column has been renamed to Qty Shipped. This is to differentiate between the amount ordered and the amount shipped.
    • The Invoiced date has been added to the export of the Receiving Report.
    • In the Dusty Carton Report Cost and Sell there is a new Range Selection for Show Grand Totals: Yes or No
      This will print Grand Total - All Reported Clients $$$$.$$
    Order Entry
    • When using the %dept variable in the PO number configuration, the Department is now correctly added to the PO number. On a Sales Order Release, using %dept for the Release Number, the Department is now correctly added to the release number.
    • Mailer Format 2 now correctly only prints the freight dollars on the last page of the invoice.
    • Writing a warehouse release for non-perpetual inventory items now records usage correctly in Item Maintenance, Whse Inventory/Usage, and Client Location Inventory/Usage, if the item is marked in Item Maintenance as Client Loc Usage: All Locations.
    • When Display Sub-Assemblies is checked in Item Maintenance, the sub-assemblies print on the invoice.
    • When using Auto-Receive during invoicing in Inventory Configuration, a non-inventoried, non-stock item will now correctly show as received and update usage records.
    • Purchase Orders and Release created as sub-documents of Sales Orders now print on the Active Order Report.
    • Client PO's entered in the header of either a PO or a warehouse release are now included in the Ships_All file.
    • Invoiced sales orders are now correctly displaying tracking numbers.
    • When the PO Printing range selection "Print EDI Vendors" is set to No, a message now displays: "No Line Items are eligible for printing".
    • For the Summary Sales Analysis Sort selections of Consultant by Product Group, the date ranges are now correctly displaying to the right of the This Period, YTD, and Total Year lines.
    • When freight is taxable, Open Credit Cards in Order Entry is now calculating the tax amount on the freight into the amount of tax to charge the card.
    Q-Net
    • Items ordered from the SAGE catalog on Q-Net are no longer automatically uploading to the custom client catalog on Q-Net.
    • Q-Net orders now correctly populate previous vendor notes when appropriate.
    DB Commerce/DB Sourcing
    • DB Sourcing now sends vendor order status codes to e-Quantum. The codes must match codes that exist in e-Quantum or they will be blanked out on the order.
    • New items created from orders on DB Sourcing will include the Revision Date.
    • Bill notes are now updating from DB Sourcing's note pad.
    Scheduler
    • Fixed an issue where a warning message that temporarily stopped the scheduler could display before running scheduled jobs.
    System
    • Revision notes for e-Quantum programs display in a cleaner format.
    • Scheduled reports can now be sent both to the Cloud Storage and to an email or multiple emails by separating the designations with a comma.
    Accounts Payable
    • Emailing of a Positive Pay File now records to the Email Log.
    Accounts Receivable
    • In Receipts Editing if you are posting a deposit against a PO or a Release and you enter a document number for the incorrect client, you will receive a display scan for the appropriate client's documents.
    • Clients can now be exported through Qsend>Export>Export Clients without experiencing a crash.
    Inventory
    • The Item Audit Reports now have a range selection of Item Type, which allows you to choose stock, non-stock, or both.
    • Item Maintenance > Tools > Move to Other Client. This function copies one or more items to a new client and flags the copied items as obsolete in the original client. Optionally, the item usage can be replicated in the new client as well. A log at the end displays the status of the moved items. Only items that do not exist in the new client are available to be moved.
    Order Entry
    • When a release is written to a perpetual location, a receiving record now populates in Input Perpetual.
    • The Impending Warehouse Receipt now prints and rounds the quantity to 3 decimal positions instead of 2.
    • When Auto-Invoicing multiple documents to be on one invoice, the Sales Order no longer creates a separate invoice.
    • When a document has been invoiced with an In House invoice designation, the invoice number is now appearing on the Booking Report.
    • Category ID's can only contain A-Z, 0-9, Period, and space. No other characters will be allowed.
    • Flat Sheet Form Spec is no longer duplicating on the Form Spec PO Landscape format.
    • For the Order Setting Required Fields on PO, this is valid for the manually entered PO into e-Quantum. There is a setting in eCommerce Configuration>Qnet settings>Generate tab, where you may enter an Order Source for items being generated from Qnet. The setting is in the middle of the screen.
    • OE Invoice -- Corrected invoice heading now reads "Qty Per Kit" a Range Selection has been added "Print Sub-assembly ID"
    • Compact PO Stub/Landscape is now printing the attachment list when selected in the range selections.
    • PO/Release Expense Report: when the Range Selection for PO Invoice Status for Invoiced only is chosen, the report is no longer including manually closed Purchase Orders.
    Q-Send
    • The Inventory Management Report Export now includes: Clt_ID, Clt_Name, Itm_Id, Itm-Desc1, Itm_Desc2, Owner_CC, Unit_Desc, Unit_Qty, Rcv_Date, Rls_Date, Last_PO
    DB Commerce/DB Sourcing
    • Export to DB/c from eQ has been added to Scheduler Tasks. This can be set to update every 30 minutes.
    • The eQ screens have been updated to show DBc, DBs, DBcommerce, DBsourcing as the product abbreviations and names.
    • The Client PO number entered in DB/c sites in the checkout screen now displays as the Client PO number on the eQ release or PO.
    Accounts Payable
    • If you are creating a credit invoice in AP you may not enter a negative dollar value in the Freight field in the Invoice tab. If you have freight included on a credit invoice you will need to go to the Disbursement tab and enter the information there.
    Accounts Receivable
    • Shipping Notice Reply To in client override now saves correctly.
    • AR List, Secondary Consultant List, no longer crashes when printing or previewing.
    Inventory
    • Item Maintenance usage does not include Stock received into the warehouse.
    Order Entry
    • The Export Summary Bill for all clients can now be scheduled and sent it using the Cloud Function.
    • In the PO line item, Dates tab, there has been an "Acknowledged" date added into the Vendor area. This is updated by adding a ship date into the Order Acknowledgement or through OE>PO's>Update PO>Change PO Ship Dates.
    • Invoice Printing: A selection has been added for Print Split Ship Addresses: Yes or No. If you choose No, the Split Ship Addresses and the Split Ship Notes will not print on an invoice. This may help reduce the number of pages for an invoice.
    • The Q-Net order number now prints correctly on all invoice formats.
    • Kit sub-component quantities are now printing correctly on invoices.
    • For Print PO Packing List, a save changes popup confirmation no longer appears.
    • Invoicing regular releases as well as filled back ordered releases now calculate release charges accordingly.
    • In Auto-Invoices, the releases charge, handling charge is calculating on each invoice.
    • The Uninvoiced Freight Expense Report has been tightened up so it doesn't bleed off the right hand side.
    • Printing PO's, Print Attachment List is now printing on all formats.
    • The Sales Order document is no longer duplicating the printing of the description or the document numbers.
    Doc-Q-Manage
    • New Doc-Q-Manage Setting. Check box for Store A/P Check Replicas. You can find the setting in Q-Send>Document Management>Doc-Q-Manage Configuration. This will keep a copy of all checks written in Vendor Maintenance in the File Cabinet icon. If you prefer not to have copies stored, you may un-check the box in Doc-Q-Manage Configuration.
    Q-Send
    • In the Import Washington Sales Tax Tables, you can now click on Download the rates/state files and the zip files will import into the appropriate lines to process the WA State quarterly tax import.
    Report Export Manager
    • The Product Group ID and name has been added to the PO Register Export. It displays on the far right hand side of the spreadsheet.
    • The Exports for the Un-invoiced Freight Expense and the PO/Rel Expense report now include the tracking number.
    DB Commerce/DB Sourcing
    • When generating a DBs (Sourcing) order to a warehouse, the system will find the global ship-to that contains the global ship-to ID - if only 1 exists, the system uses it; if multiple globals reference that warehouse, the system displays a screen to let you pick; you will have the option of saving your selection for this client so that the system does not need to ask again.
    • In Shipping Methods, the DB/a and DB/c view has been updated, and is now more user friendly.
    • Item Description on the eQ PO updates based to the Item Description coming from DB/a (sourcing).
    Order Entry
    • When cloning a line item within a PO, we have added a new informational message that explains what this clone item will do. The Message is "This function creates a new line item on this PO based on the current line item (XXXX). The following fields (defined in O/E Configuration, Purchase Orders) will be copied from the current line item to the new line item." We display a listing of the selection used in O/E Configuration, Purchase Orders, Clone/Copy, Copy Fields when cloning line item. Clicking the continue cloning option will take users to the Select Item Screen, where they can pull in existing items from Item Maintenance or from a Previous PO. They can also create new, non-stock, items on the fly.
    • The label finishing instructions now print correctly on all 3 form spec PO formats.
    • Items now print in the same sequence as they display on the PO screen on all form spec PO formats.
    • The quantity ordered now displays correctly on all form spec PO formats. If the form spec requires multiple pages to print the quantity field display the word "continued" in that field.
    • The Consolidated Printing of the Invoice is now printing the Global Ship To names.
    • The special pricing and extra charges are now printing on the sales order.
    • Batch printing of Invoice Format 1 is now printing correctly.
    • Consultant Sales Report now prints a new page when the newpage option in Sort options is checked.
    • We have made changes to the Save PO function to prevent PO's being send via EDI from sending multiple times.
    Q-Send
    • In the Import Washington Sales Tax Tables, you can now click on Download the rates/state files and the zip files will import into the appropriate lines to process the WA State quarterly tax import.
    Report Export Manager
    • We have added the Receiving Report to the export available in the Report Export Manager.
    System
    • Deletion Log is now displaying results when choosing a range of document numbers.
    • Message added notifying users if the GoldMine interface is not initialized.
    Accounts Payable
    • Journal Entries are no longer appearing twice in the AP Reconciliation when there are multiple bank accounts with the same beginning 4 digits.
    Accounts Receivable
    • In the Import Washington Sales Tax Tables, you can now click on Download the rates/state files and the zip files will import into the appropriate lines to process the WA State quarterly tax import.
    • Goldmine 8 interface now correctly updates changes to AR Contacts and AR Ship to records.
    Inventory
    • The send of the Item Catalog for a Range Selection of one client now processes without issue.
    • Non-stock item usage is now being recorded in item maintenance.
    Order Entry
    • The number of labels needed for a PO can now be set as a default in OE Configuration > Purchase Orders > Minimum Carton Labels. This setting can be overridden by Client in Client Maintenance > Overrides. Note: If you have a Default Carton Qty. set in Item Maintenance > Page 3 that will be used to determine the number of labels needed.
    • The number of labels needed for a Release can be set as a default in OE Configuration > Warehouse Release > Minimum Carton Labels. This setting can be overridden by Client in Client Maintenance > Overrides. Note: If you have a Default Carton Qty. set in Item Maintenance > Page 3 that will be used to determine the number of labels needed.
    • When Auto-Invoicing the Copy Ship to Bill is now functioning correctly.
    • Any releases that were invoiced on a sales order and are still appearing on the Active Release report can be re-linked as invoiced by running Release Diagnostics. This needs to be completed after a backup has been done and no one is in the e-Quantum system.
    • Invoice Batch Printing for Format 1/stub Landscape is now page numbering the invoices correctly.
    • On the Invoice Register, when an invoice does not contain a line item, the report is no longer taking several minutes to be able to view or send.
    • The release format Standard with Barcode now prints the Item ID's correctly.
    • Work-In-Progress Report - Under Sort Options the Subtotal checkbox is now available to turn the Subtotal on or off based on Sort #1.
    • Form Spec PO Landscape is now printing quantities rather than continued when there are multiple line items on the purchase order.
    • Active PO Report, Range Selection:Print Cost/Sell when set to NO, no longer prints Multi Vendor cost or sell.
    • Sales Analysis Report by Item no longer prints the Cost and GP when the Print Cost Range Selection is set to No.
    • When create a new purchase order for a multi-vendor attributed item, in the multi-vendor "Quantities" is no longer populating attributes from the previous order.
    • Goldmine interface will not write reorder transactions if that function is turned off.
    Accounts Payable
    • Journal Entries are no longer appearing twice in the AP Reconciliation.
    • When voiding a check run at time of posting checks, the voided checks show as 0 dollars. When voiding a single check, the original check shows a positive amount and the "V" check shows a negative amount.
    Accounts Receivable
    • The Accounts Receivable Aged AR report can now show the date format mm/dd/yyyy in the date received field.
    • Due to recent rule changes for credit card processing, authorizations on credit cards will be voided after 7 calendar days. The Open Credit card list displays VdAuth when the original authorization has been voided. If the original authorization is voided, the card will be re-authorized when it is charged.
    Order Entry
    • A refresh button has been added in Order History to be used after the sort options are changed in the Grid view. When right-clicking in the Legacy Tree, the sort is listed in descending order.
    • When printing delinquent invoices, the delinquent days is used to filter invoices based on how far PAST the due date they are instead of the invoice date. The delinquency is based on the terms of the individual client.
    • Form Spec Purchase Orders printing quantities for multiple lines on a purchase order.
    • Form Spec PO now prints marginal words for Unit Set specification.
    • If there are no standard default bill notes setup in the purchase order, you are able to right click in the bill note area and choose a time stamp.
    Q-Send
    • The schedule of the export summary bill is being delivered with appropriate data.
    • You can now save an export file with the "Save As" button without having to add the file extension to the description.
    Accounts Payable
    • PO line items now display in the AP Invoice Expensing in the same order they display on the PO.
    • Users having an issue sorting vendors by name will need to rebuild the AP Vendor file. This is done in File > Utilities> Rebuild Data Files. You must have a back of your data, if you use the Scheduler that must be shut down and all other users must be out of e-Quantum.
    Accounts Receivable
    • Discount entered incorrectly can now be removed in AR invoice editing.
    General Ledger
    • Deleting a GL account number follows the rules set in G/L>G/L File Maintenance>G/L Configuration>Configuration>Years to Retain.
    Order Entry
    • Item Maintenance>Tools>Mass Change Item Fields>Q-Design Template Control>Values: Determined by Q-Net or Not a Template.
    • Fixed an issue from the 2/13/19 patch which could cause e-Quantum to crash when running Commission Report; this issue could also cause the scheduler to crash when the it tried to run the Commission Report.
    • Marginal words now print correctly in the Form Spec when the Form Spec PO/Landscaped is selected.
    • Multiple Page invoices now print the page numbers correctly.
    • The Active PO Report now includes both the primary and the multi-vendor cost.
    • Vendor instructions from previous Purchase Orders on Punch-out Catalogs, such as BCT and SanMar, are no longer copying into the current Purchase Orders.
    • PO line items now display in the PO Summary in the same order they display on the PO.
    • Multiple page standard po formats are numbering correctly.
    • Issue where the sub-assemblies of a kit may appear on the attached PO in unit of each instead of the item's ordering unit.
    • The Standard PO/Sub (Landscaped) now prints the total for each vendor when 2 or more different vendors are used.
    Q-Net
    • An option has been added to Q-Net settings to suppress the Add to Cart button on Q-Net. This option suppresses the Add to Cart Button, forcing the user to click the Show Details button to order the item from the item details page. This option is at the item, client and system level.
      • In Item Maintenance the setting is on the Q-Net tab > General tab > Force Item Detail.
      • In Client Maintenance the setting is on the eComm tab > Q-Net Configuration > Display tab > Force item detail screen.
      • For system default, the setting is in eCommerce > eCommerce Maintenance > ECommerce Configuration > Q-Net Settings > Defaults tab > Display Defaults section > check box Require item detail screen for all items.
    • In eCommerce>Export Data to Q-Net>Prior Selections is now working.
    Q-Send
    • Item Maintenance, Item Notes now export to the Stock Status Report. They must be exported excel 2010 format or dbase formats, other formats do not support multi-line notes.
    • Q-Send > Export > Export Clients now sends an email to the AR email set up in In File > Preferences > System Preferences > Notifications.
    • The Export Summary Bill now includes the Ship-To's User-Defined Fields in the export's ship-to subtotal records.
    DBC/EQ Integration
    • Resolved an issue with the Upload to DB/e function that could cause unexpected behavior including crashing e-Quantum when users tried to upload data to DB/e.
    Order Entry
    • Fixed an issue from the patch which could cause e-Quantum to crash when running Commission Report; this issue could also cause the scheduler to crash when it tries to run the Commission Report.
    Accounts Payable
    • Distributors who use GL Departments: Expensing a credit invoice for freight to the PO no longer doubles the AP invoice amount.
    General Ledger
    • In the General Ledger Report, when the Suppress Running Balance is set to No, the running balance detail is now totaling correctly.
    Inventory
    • Keywords in a cloned item will no longer update the original item's keywords when edited.
    • Client restrictions in Item Maintenance are now working as expected on Q-Net.
    • In Item Maintenance, Q-Net Items marked as 'Not a template item' for the Template Control setting will no longer connect to a Q-Design template item.
    Order Entry
    • Order Entry Acknowledgements now have an option to print the order total. The Standard format includes the extended total for each line item when you select to print the order total.
    • The Form Spec PO (Landscaped) now prints Perfs correctly for Flat Sheets.
    • When there are multiple units of measure used for split shipping, Invoice Printing reflects the information correctly.
    Report Export Manager
    • The AR Client Credit Listing has been added to the Report Export Manager.
    Accounts Payable
    • Expensing through AP invoice editing now displays all PO line items.
    Accounts Payable
    • We had added additional logging for credit card processing. If the Authorization code is removed from an open credit card, the Company Log displays the user and the code that was removed.
    • The email sent to vendors authorizing payment by credit card now goes to the correct vendor and the spread sheet attached contain only the invoices they are authorized to charge.
    • When the Freight field in AP invoice editing is used, it now correctly follows the AP configuration option "Allow Discount on Freight".
    • The AP check format 8 ½ x 11 middle (format2) has had the size of the vendor invoice number increased to allow 20 characters to print.
    • Running charges on a Purchase order now expense correctly.
    Accounts Receivable
    • The AR Open Invoice Report and the Export now have a payment column that shows total payments and a column that shows the balance due on an AR invoice.
    • In Client Maintenance > eComm Tab > Q-Net Configuration Button > Misc Tab we have updated the credit card options. The options are:
      • Use System Default
      • Authorize on Q-Net, Complete in e-Quantum
      • Accept, but don't authorize on Q-Net
    • The AR Open Invoice Report and the Export now displays credit invoices as credits.
    • We now display a message when the charged amount is more than the authorized amount. The popup confirms the payment is posting as a partial payment.
    • Fixed an issue that prevented Azure users from adding credit cards to a client.
    • In A/R Receipts Editing when choosing a deposit type in credit card receipt editing, the type now saves correctly.
    Inventory
    • In Item Maintenance > Filter option we have added both Pay Per Download and Static Artwork to those available.
    • In Item Maintenance > Q-Net Button > General Tab, Changing the template Control field from Determined by Q-Net to Not a Template Item now work correctly; the Item will not display on Q-Net as a template item.
    • In the Item Maintenance Range dropdown selections, page will no longer display as "empty". This occurred when the range selections first 9 characters in the to and from were the same. For example: ABCDEFGHI11AAA TO ABCDEFGH1ZZZZ.
    Order Entry
    • On PO's that are sent using EDI, we have added a warning message if the PO has been sent and a user changes the EDI field from "Exclude this PO from EDI" to "Send this PO via EDI - if applicable". The Message says "WARNING: Re-enabling the EDI for the PO may cause duplicate orders to be sent to the vendor(s). Are you sure you to do this?" Yes or No. We are also adding this change to the Company log (File > Utilities > Logs) and that entry displays "EDI re-enabled on PO: XXXXX".
    • The PO Summary Screen and Summary Screen Reports now display the line items in the same order they display on the PO.
    • We have decreased the size of the font used for the Client PO number on Invoice Format 8.
    • PO Format Form Spec Landscaped now prints Line Item Marginal words correctly.
    • The Consolidated Invoice and the Export Summary Bill now display invoices correctly when a Sales Order is invoiced.
    • Speclets added to an item in Item Maintenance, now flow to the RFQ correctly.
    • Freight Coupons now carry through to a Sales Order Invoice correctly.
    • Sales Tax now calculates correctly for Kit or Sales Order invoices when a custom Ship to is used.
    • When an item is re-ordered using the re-order option in order history the Clone line item configuration is used. Copy Vendor Instructions is set up in OE Configuration > Purchase Orders > Clone / Copy. When you use the re-order feature in order history a note will display. "The Reorder Operations creates a clone of the selected line into a new PO using O/E configuration's line item cloning options. Continue?" with a Yes or No selection. This Popup message has the "Don't ask me again" check box.
    • Invoice Printing now follows Consultant Restrictions.
    • When you invoice a Sales order that includes stock (release) items and then remove the release items from the Sales Order the release is no longer flagged as invoiced.
    • The HTML Quote to Client now includes Special Pricing.
    • Kit components are now generating with the correct quantity, if the component items is PK/100 and 4 kits are ordered the component generates as 4 PK/100.
    • The HTML Request For Quote now has contains both speclets and remarks.
    • The line item Hold flag on a PO item now clears when copied to a new PO.
    • When Auto-Invoicing Sales order that have had the Ship to copied to the Bill to address you must check the "One Invoice per document" option on the General tab.
    • The PO format Compact w/stub (landscaped) now prints correctly.
    • The Warehouse Release Standard format now prints correctly.
    • Invoicing a Sales Order for a Kit item no longer returns a Could not calculate item tax error.
    • Selecting Print Company logo for the Invoice Packing List now functions correctly.
    • Multi- Vendor Purchase Orders for attribute items now suppress the extra cost and extra sell correctly.
    Q-Net
    • We have added the ability to delete orders from the "View Internet Orders", Undelete screen. This will allow damaged orders to be reprocessed after they have been corrected and restored. This is found in the Un-Delete order screen, accessible from the View Internet Orders Program menu. You must have company level Supervisor rights for the "Permanently Delete" button to display.
    • The Attribute Grid setting of Use Grid if 2 attributes will only apply when the item has only 2 attributes.
    Q-Send
    • The EDI Print EDI Log now displays the date send correctly.
    Report Export Manager
    • We have added the eComm users' name to the export of the Backorder Report.
    • The Export of the Active Release Report now pulls the Ship to Address and Ship to Attention from the Release instead of from the Client Maintenance Ship to data.
    Doc-U-Manage
    • We are now linking posted checks to the invoices paid on each check. Once the check is posted you can go into AP Invoice Editing, Edit the invoice and in the DQM you will see a computer-generated HTML image of the check. This includes the "stub" information showing all invoices paid on the check.
    • AP Invoices attaching to the PO in the Docu-Manage:
      • Add AP invoice in AP invoice editing
      • Attached scanned image of AP invoice
      • Expense to the PO
      • You can now see the invoice when editing the PO. The image must be attached before you expense to the PO or the image will not link to the PO.
    DBC/EQ Integration
    • The DBE order number now populates the Q-Net Order Number field on Purchase Orders and Releases. This will allow users to search for the DBE order in e-Quantum Order History and in the Q-Net order lookup.
    • The unit of measure defaults to: EA for 1, M for 1000, DZ for 12 and PK for anything else.

    Inventory
    • The Reorder Notice - Stock Bar Graph format now prints the Bar graph.
    Order Entry
    • When creating a Request for Quote for a Prospect you can now select the "New item not in Catalog" option.
    • The OE Config PO option Copy Vendor instructions "Ask First" option and Q-Net orders:
      • QDesign Items - Ignore the Ask First and just generate the orders
      • Regular items - Display the popup and allow the user to select when generating orders
      • Regular items - Scheduled generation, send an error message when the Ask First Option is set, and Vendor instructions exist on the previous order. User will need to go in and generate the order and select to copy or not from the popup
    • The Form Spec PO Landscape format now prints the extra perfs set up per part correctly.
    • The PO Acknowledgement now prints the line items in the same order as they are entered on the PO.
    • e-Quantum no longer crashes when entering expenses for a release. The issue only occurred if the first line item on the release had a zero (0) shipped quantity.
    • In PO Printing the Order Source Range Selection no longer looks at the main vendor only. It now looks at both the main and multi-vendor to pull in data.
    • The Standard PO Format no longer truncates speclet data when emailed.
    • When expenses are entered in PO editing, the Manufacture's Job number now saves correctly and will populate the Manufactures job number field in the next PO.
    Q-Send
    • Essendant items ordered on Q-Net for the first time no longer save "garbage" characters in the Item Alias field.
    Q-Send
    • EDI's using SFTP delivery now send correctly.
    Accounts Payable
    • Users can now access Vendor Maintenance.
    Accounts Receivable
    • Users can now access Client Maintenance.
    • Remote Desk Top users can now access credit card functions.
    Order Entry
    • The Vendor Sales Report now displays special pricing correctly for PO's with Multi Vendors.
    • PO Printing from PO Editing is no longer crashing e-Quantum.
    • Split Ship Information now prints on Invoice Format 10.
    • The Form Spec Landscaped PO now prints flat sheets with perforations correctly.
    Report Export Manager
    • We have added the export of the Print EDI Log to the Report Export Manager.
    System
    • We have added a new option for System Notification. The A/P administrator will now be notified when a new vendor is added to the system.
    Accounts Payable
    • The Check Register Report no longer returns a Start/close job failed message.
    Inventory
    • The Inv Client List now displays the Period/Year in the correct format.
    Order Entry
    • Release editing now consistently defaults the "Invoice this Release" checkbox on the summary screen.
    • Creating a Sales order with a new item is no longer causing e-Quantum to crash.
    • The Zip code field is now visible in Consultant set up
    • Purchase orders are now printing Vendor addresses without extra spaces
    • Form Spec PO's now print the rewind direction for labels correctly when rewind #4 is selected.
    DocQManage
    • We have added a configuration option to have the "Show Indirect Links" check box default to checked or unchecked. This is set up in Doc Q Manage Configuration > General Tab.
    Report Export Manager
    • The export of the Sales Analysis Report now displays the client description, the correct posted date, and line item descriptions.
    • The export of the Usage History Report now includes the entire ship to address. state, zip, and the ship to email. Please choose the Detail format in range selections.
    System
    • We have added a working indicator when saving an attachment to a document.
    • Logos should now render correctly for custom reports on Azure.
    Accounts Payable
    • Paying AP invoices using a credit card now sends the attachment to the correct vendor.
    Accounts Receivable
    • The Gift Certificate Listing no longer returns a Start or Close Job Failed message.
    Inventory
    • Stock Reorder Notice - Bar Graph Format no longer returns a Start of close job failed message.
    Order Entry
    • Client ID's and Item ID's can no longer be created with more than 1 space used in the ID.
    • In RFQ's the Remove button on the attachment tab now displays for clients with Cloud Storage Accounts and Docu-manage.
    • Purchase Order line items flagged to Hold, will no longer print.
    • Order History now displays release history correctly.
    • The Mouse Over on Delivery notes, now displays the correct text.
    • PO Packing list now email the Vendor Packing List contact correctly.
    • PO Acknowledgement format 3 heading lines now print correctly.
    • In the Consolidated printing of an invoice, if the user chooses Charge back Summary only, the first page will note: "See next page for the Chargeback Report."
    Report Export Manager
    • We have added 2 new fields to the Export of the Active Release Report:
      • Ship to Phone
      • Ship to email
    Accounts Payable
    • We have added the "Don't ask me again" option to the AP invoice freight field message "Changing amount will regenerate disbursements".
    • The AP configuration option "Allow Discount on Freight" is now working correctly when the freight is entered on the AP Invoice tab.
    • The Check Register now displays the period and year correctly.
    Accounts Receivable
    • The Secondary Consultant List no longer causes e-Quantum to crash.
    Inventory
    • The Release Report Sell is now correctly reporting the cost center for received in full Purchase Orders. It will use the Charge to Cost Center as it does for Releases.
    Order Entry
    • We have added the Client PO number to the Ships_All file.
    • When a Q-Net order is generated for a Sage punchout item, we are saving the vendor correctly, when it is changed from the Sage supplied vendor to an existing e-Quantum vendor.
    • The extra charge added to a PO for attributes are now saving correctly.
    • Reordering from Order History now copies attachments when that option is set to copy.
    • The Sales Order Confirmation now prints the item descriptions correctly.
    • When emailing releases, the name of the attachment no longer has a large space between Release_ and the release number.
    Q-Net
    • The Q-Net catalog list in Q-Net configuration now saves correctly.
    Report Export Manager
    • Saving an export using the Report Export Manager, now includes the correct file type extension.
    Scheduler
    • The Export Client Function has been added to the Scheduler.
    Accounts Receivable
    • Charging credit cards using Authorize.net in e-Quantum now functions correctly.
    Order Entry
    • We have added a new range selection to PO Printing. "Include invoiced line items" Yes or No. This will allow user to choose to send or not sent invoiced line items to Vendors.
    • Invoice Format 10 now prints the Q-Net order number, when that range selection is set to print.
    Accounts Receivable
    • e-Quantum no longer crashes when the GoldMine interface is activated and user edits a client.
    Accounts Payable
    • We have added the ability to Send (email) the Force Remittance. This has been optimized to send to the Vendor. Clients paying vendors electronically may use this feature to notify vendors of the invoices they are paying.
    Accounts Receivable
    • Printing Statements for Delinquent Accounts only now returns correct results.
    • Deposit slips now build correctly when a cash receipt is used.
    General Ledger
    • The check format selected in Bank set up is now saving correctly.
    Order Entry
    • The spelling of the word "Purchase" has been corrected in the heading of the Purchase Order Summary Report.
    • When duplicating a Purchase Order, the blue arrow for the date required popup box now displays correctly.
    • When selecting attributes, multiple attributes now display.
    Q-Send
    • Importing UPS tracking number no longer returns an error 12290 OpenFileDialog error.
    Report Export Manager
    • We have added the Quantity on Order to the export of the Back Order Status Report.
    Scheduler
    • For jobs that could previously be scheduled for every 2 hours we have added the ability to schedule for every 3, 4, 5 etc. hours. This will allow you to schedule jobs to run multiple times during the day. Example: You want a job to run at approximately 11:00 AM and 3:00 PM. Schedule for 4 hour increments with a start time of 11:00 AM and an end time of 4:00 PM.
    General Ledger
    • The check number field in the Bank Account setup screen has been enlarged to hold 9 characters.
    Inventory
    • The Reorder Notice - Stock is no longer reporting a Start or Close Job failed error.
    Order Entry
    • When you close a PO line item that has a deposit applied, we will display a warning message. "There is an A/R deposit against this line item. If you close the line item, that deposit will remain in A/R as an on-account amount. Do you still want to close the line item?" Yes or No.
    • Deleting a filled Back Order Release now reopens the backorder, allowing it to be filled later.
    • In OE invoice editing, Edit Line Items, the "Display List of Documents" no longer causes e-Quantum to close.
    • The Form Spec PO format now prints the correct Form Spec when multiple line items are going to the same vendor.
    • On the Form Spec PO, Large Font, we have moved the Vendor body notes from the footer area into the body area.
    • The Form Spec PO, landscaped, no longer begins printing the second items form spec below the first items when the items have the same vendor.
    • The Imprint Release now includes the Aisle/Row/Bin location.
    • The OE Configuration Release Remarks now default on the Releases correctly.
    • The PO Packing list format 1 with Receipt info now prints the distributor address or logo correctly.
    Report Export Manager
    • The export of the Booking Report now includes the Q-Net order number.
    System
    • The Q-Net menu on the main e-Quantum screen Q-Net has been renamed to eCommerce.
    Accounts Receivable
    • When printing AP checks, the printer selected is saving the range selections.
    Accounts Receivable
    • A warning message has been added to AR Receipt editing when deleting or changing a receipt. It is a warning that you may want to un-post the deposit slip before editing or deleting a receipt.
    Inventory
    • The spacing on the Reorder Analysis Report has been tighten to allow more items per page.
    Order Entry
    • There is a new OE configuration setting for Multi-Vendor Purchase Orders, the Line Item Description 1 and 2 will now copy to the multi-vendor from item maintenance when set in OE Configuration. The Order Unit, Item Vendor, Latest Client Cost, Form Specification, Speclet and Carton Quantity cannot be copied to the multi-vendor from item maintenance. This is found in OE > OE Maintenance > OE Configuration > Purchase Orders > Clone/Copy > Copy Item Fields - Multi-Vendor. This can be changed in Client Maintenance > Overrides and in Item Maintenance > Edit Item > Program > Item Overrides.
    • The website and email address in company maintenance now print in the company address on warehouse releases.
    • The website and email address in company maintenance now print in the company address on Purchase Order Acknowledgements.
    • The Form Spec format Purchase order is no longer printing an extra page.
    • The Form Spec format Purchase Order now printed the correct form spec or speclet for each item when multiple items are on the same Purchase Order.
    • The Summary Sales Analysis Report now displays a warning message when duplicate sorts are selected.
    Accounts Receivable
    • The Reprint Sales Tax Report now emails correctly.
    • The Search Credit Card function now opens correctly.
    • The Client Maintenance Search function now returns the correct client.
    • The AR Client Listing now runs correctly when filtered for Q-Net clients only.
    Order Entry
    • When you Send a PO, the PDF file name is changed to reflect the PO# and the Vendor ID. If there is a slash in the vendor ID it will be changed to a dash. You can no longer add a vendor ID that contains a slash, but if an existing vendor ID has a dash, the generated PDF file will have the slash changed to a dash.
    • You can now add a Digital Asset Link from a Corporate Client to a PO.
    • In OE Configuration, Numbers, the fixed portion now accepts %CN (Consultant ID).
    • The item description on a multi-vendor PO now displays correctly when the OE Configuration of Copy Item Fields to PO: Descriptions 1 and 2 is set to Yes.
    • The Warehouse Release Function no longer closes e-Quantum when the Red Arrow button is used to go to the next release.
    • The Order Acknowledgement, Format 4 w/Line totals now includes heading when emailed using the Send feature.
    • The invoice format 1/Stub landscaped now prints split ship information correctly.
    • The Retail Sales Analysis Report is now displaying the line items from invoices correctly.
    • Purchase Order Body Notes now print correctly on the Form Spec Formats.
    • Sending a Quote to client how sends all items when the HTML format is used.
    • The client PO field now updates the invoice correctly.
    • The Active PO report's Is-Late export field now updates correctly.
    • You can now delete a return from an invoice.
    • The Consultant Gross Profit Report now returns correct results.
    • The item description is no longer overprinting the unit of measure on Invoice format 10.
    • Deleting an invoice without removing the line items no longer creates orphan PO line items.
    • Digital Asset links from Corporate Catalogs now copy to new PO's correctly.
    General Ledger
    • General Ledger Report grand totals for Debits and Credits are calculating properly.
    Inventory
    • Item Filters in Item Maintenance are functioning properly.
    Order Entry
    • Release Editing>Remarks Tab>4 Tabs - If one of the tabs contains remarks, there is an "*" next to the tab title.
    • Invoice Editing - The Update option under the invoice date, for changing Body notes has been restored to the invoicing main window.
    • Right click on an invoice line item allows you to jump to Invoice History.
    • Digital Library Asset populating PO correctly.
    • Item Count in item Maintenance on the lower left side of the screen has been restored.
    • PO set to Show Vendor Remarks in OE Configuration system default and the Vendor set to not display remarks is now working.
    • Release Report Sell now has Item Type Range Selection.
    • Compact Invoice
      • Ship Via line now only shows in header
      • Batch Printing, Totals now appearing on first invoice
      • Extra Space removed between lines
    • Invoice - Selection for Print Discount on invoice = No, is now working.
    • PO Stub Landscape, multi-page, printing ext sell and gross margin totals.
    Scheduler
    • For Azure-Hosted clients' Scheduled Reports, we have added a reminder that the scheduled times is based on the Pacific Time Zone.
    • Inability to schedule a report has been corrected.
    Accounts Receivable
    • Printing AR Client Labels, under the lists > client data, returns results when selecting individual clients.
    • Projected Cash Receipts report is now filling in the appropriate columns.
    Inventory
    • Client Price Plan List now displays a 0 dollar cost if there is no cost in the price plan.
    • The release remarks are exporting in the Active Release report, Excel 2010 and later only.
    General Ledger
    • Accessing the Chart of Accounts multiple times will not cause a crash.
    Order Entry
    • Invoice line items can no longer be edited in view mode.
    • Product Group Sales Analysis is now populating.
    • Form Spec PO's are now printing the attachment list.
    • Active PO Report Export Settings, refreshing properly.
    • Compact Format with Stub Landscape, No heading lines, no longer duplicating tracking numbers.
    Doc-Q-Manage
    • Qsend > DocQManage > DocQManage Image Library > Add > Image Type, listing in Alphabetical Order.
    Accounts Payable
    • Expensing from an AP invoice is functioning properly.
    • Check Register - The check number range selection is functioning properly.
    Order Entry
    • Invoicing a multi-line purchase order, will let you deselect/select individual line items.
    Doc-Q-Manage
    • The Scan option is functioning properly.
    System
    • We have added option in Company Maintenance > Options Tab. When checked, Q-Net configuration is available, when unchecked the button to customize Q-Net is suppressed. We will add this option for DB enterprise when that integration is completed. This will allow users to disable DBE and/or Q-Net if they are not going to be using them.
    • We have added the ability to Load e-Quantum when windows starts. This is set in File > Preferences > Work Station Preferences.
    • Consultant Restrictions are now working correctly.
    Accounts Payable
    • The AP Invoice Batch List, recap now prints correctly.
    Inventory
    • We have added the Aisle/Row/Bin location to the Return Inventory Function.
    • The Item Audit Report no longer returns a "Start or Close Job Failed" message when using the date range selection of Last 3 Months.
    Order Entry
    • Deleting a Gift Certificate from an un-invoiced Purchase Order now works correctly.
    • You cannot delete a Purchase order with a Gift Certificate. A pop-up message displays, instructing the user to remove the gift certificate.
    • The Warehouse Release Standard format is no longer cutting off data on the left side.
    • Adding a file to a PO that has a long filename now saves into the Attach Directory correctly.
    • The Compact PO Formats now print the PO total correctly.
    Q-Send
    • We have changed the format name from "Comma Delimited" to Character Separated to more accurately reflect the nature of this format.
    • The Character Separated format has a property screen that allows users to change the delimiter ad well as other settings.
    • Report Export Manager - We have added the Ship To Attention to the export of the Active Release Report, both cost and sell formats.
    Accounts Receivable
    • We have removed the ability to include special characters in a common number of a Coupon.
    • Clients who do not have Quantum Net, will no longer have e-Quantum crash when they edit a client.
    General Ledger
    • GL Period End processing now displays the correct name when added to Favorites.
    Order Entry
    • Crediting a previous invoice that had a credit card attached, now copies the credit card information to the credit invoice.
    Quantum Net
    • Q-Net generated orders will now copy in the contact name to documents. Contact names to be copied to documents are setup in Client Maintenance > Contact Tab > Edit Contact > OE Invoice Contact will go to the Bill Address Contact when the "Copy into document address" option is checked.
    • Q-Net Resupply Orders are now generating correctly when the Configuration option is set to 1 PO per order.
    Accounts Payable
    • We have added the ability to select vendors and use the reverse selection option to the AP Vendor Group Listing.
    • AP Period End processing now displays the correct name when added to Favorites.
    General Ledger
    • The General Ledger Report range selection "Suppress Running Balance" now suppresses the running balance when Yes is selected.
    Inventory
    • In Inventory > Inventory Maintenance > Inventory Configuration > Setup tab, we have added a new option, "Supervisor access required to hold Inventory".
    Order Entry
    • The Active Order Report now page breaks correctly when Sort Option 1 is user and the New Page option is checked.
    • Invoices for Client owned releases no longer display a dollar value in the line item list.
    • The Expense Listing Screen now calculates and displays special pricing running charges correctly.
    Q-Send
    • We have added the EIN/SSN field to the Vendor Export in Q-Send > Export. There is range selection to include or exclude that field. The user needs the security right to see that field in Vendor Maintenance to have it appear in the export.
    Report Export Manager
    • We have the following fields to the Export of The Summary Sales Analysis:
      • Client State
      • Client City
      • Client Zip
    System
    • Changing the Supervisor Password sends an email to the Supervisor email address.
    • Changing the Supervisor Password and/or the Supervisor email now records in the System Log.
    • When adding a new company in e-Quantum company maintenance we have added a new window to enter the New Company ID. The company ID can contain letters or numbers, no spaces or punctuation marks please. The new company cannot be called TEMP, FAX, or DOCS.
    • We have moved the Log Menu option from File > Utilities to the main file menu.
    • In Company Maintenance, Payment Types you can now add a Surcharge that will apply to any credit card type.
    Accounts Payable
    • Expensing a Running Charge is now calculating the total dollar amount correctly.
    Order Entry
    • In Client Order History, Invoice History we have made changes to reflect charge back dollars on invoices for client owned releases:
      • We have added CB behind the dollar amount.
      • We have added an information line that states CB - Chargeback
      • In the lower portion of the screen we show the total cost and total sell, but the Margin and Margin% are display as zero.
    • In OE Invoice Printing we have added a new Range Selection "Print Discount Message" Yes or No.
    • In the Invoice, the line item list now displays the Quantity and unit of measure.
    • Auto-Invoicing using the 1 invoice per document with multiple documents selected is now processing correctly.
    • Shipping Notices now include tracking numbers from all line items.
    • Release Charges are included in calculating commissions.
    • Notes from Item Maintenance now populate into Vendor instructions when PO's are created in order history or by duplicating.
    • Vendor Remarks now display when a PO is created through Order History.
    Report Export Manager
    • We have added the PO Vendor Line Item instructions to the export of the PO Register.
    System
    • The Print Email Log is now printing correctly.
    Accounts Receivable
    • Client Ship to's that have been flagged to be deleted, will now delete when that action is taken.
    • Statements are now pulling in the AP email address for sending Statements.
    Order Entry
    • On Invoice Format 4, we have tightened the spacing between lines, suppressed the line item ship via, and have the split ship data printing.
    System
    • We have added an option in Preferences > System Preferences to have the Green Questions mark or the F1 key display the original e-Quantum manual or take the user to the QResource Library.
    Accounts Receivable
    • The search credit card charges screen has been updated with additional search options and returns more information.
      • Search Options: Transaction date, Name contains, last 4 digits, merchant, transaction #, authorization, e-Quantum doc #, e-Quantum user
      • Returns: Merchant, date/time, name, auth, response, status, trans #, AVE, Card # (last 4) Amount, e-Quantum user, e-Quantum Doc
    Inventory
    • In Item Maintenance, Notes Tab, we have added an option to have Custom Notes for specific documents. These default document notes will print only on the selected document. Documents are: Purchase Order, Warehouse Release, Quote, Request for Quote, Invoice and Sales Order.
    Order Entry
    • Crediting an invoice with a credit card attached now copies the credit card token to the credit invoice. The credit invoice will need to be authorized to process the credit.
    • Auto Invoicing is now creating invoices correct when the "One Invoice per Document" is not checked.
    Q-Net
    • We have begun working on adding a new option for our e-commerce sites. We will soon be integrated with Demand Bridge's DB Enterprise sites, allowing you more e-commerce choices for your clients. In this patch we have Updated Q-Net Configuration.
    • Q-Net > Q-Net Maintenance > Q-Net Configuration has a new look, and a new heading of "General e-Commerce Settings. This screen has the Preview, Generate, Inventory Price and Miscellaneous options. At the bottom of this screen has one new button at the bottom, Q-Net Settings. The Q-Net Settings will take you to the original Q-Net tabs: Upload, Generate, Misc, Catalogs, Categories, and Defaults.
    Q-Send
    • We have added a new variable for the Ship Notice email subject line, we have added Client PO#.
    • We have added the ability to zip the Export Summary Bill. The zip option is set up in Configuration > Miscellaneous Tab > Export Format "Zip export file when emailing."
    System
    • Spell check now updates incorrect spelling when the Change options is clicked.
    • Documents with print logo selected, now include the logo when sent from the Scheduler.
    Accounts Receivable
    • The Client History Report now returns results when a selected or range of clients is used.
    Inventory
    • We have added the ability to have Average Usage calculate on prior months only, excluding the current month. The default configuration setting is in Inventory > Inventory Maintenance > Defaults. Under the Default Usage Calculation there is a check box "Include Current Period Calculation in the Average Calculation" This is defaulted to checked (include). There is an override in Client Maintenance > Overrides, "Current Prd in Avg Usage" Options are: Use System Default, Use Current Period, Skip Current Period.
    Order Entry
    • Doing a repeat PO from order history now follows the configuration settings for Copy Special Pricing.
    • The email subject line for releases now displays the release number correctly when multiple items from the same warehouse are on the release.
    • The PO Register now prints the Vendor Instructions when the range selection is set to Yes.
    • Batch Printing invoices now subtotals all invoices correctly.
    Q-Send
    • Cloud Account Configuration - We have added a new Option, Repo (repository).
    Doc-Q-Manager
    • If you have the Cloud Module, you can move the Doc Q Manage repositories to alternate locations. Each year is a repository, Pick year > Change location to move to a Cloud Storage Account. It copies data over, validates and deletes it from your machine. It can still be view in the Cloud Storage. These are encrypted.
    Report Export Manager
    • The Summary Sales Analysis Report has had the date started and the invoice date added to the export.
    • We have added the export of the Q-Net Item Category List to the Report Export Manager.
    • The export of the AP Invoice Expense Report now displays PO numbers correctly.
    System
    • When loading e-Quantum after an update, the New Version Message button "Revision Notes" now displays the notes.
    Accounts Receivable
    • The EIN/SSN number is now visible to users with administrator rights to Vendor Maintenance.
    General Ledger
    • The General Ledger Report now displays the running balance correctly.
    Inventory
    • Changing a client from an inventory management client to a non-inventory management client now displays a warning message if inventory exists or if a warehouse is still attached to the item. "This client has warehouses defined! Do you really want to change them to non-inventory management?"
    Order Entry
    • We have added a new ship label for both Po's and Releases. It is a 4 up on 8.5 x 11 Avery 0008168, label size is 3.5 x 5.
    • PO attributes are no longer cutting off the last character of the attribute long description.
    • Warehouse Transfer Releases no longer crash when the warehouse ID is entered.
    Q-Send
    • The auto-scheduling of recurring releases and OE invoices is now updating the last generation date (year) correctly.
    System
    • In any of the email fields, you can right click and display/select the user email and we have just added the last 3 email used.
    General Ledger
    • Edit/Post Journal Entries no longer crashes when accessed.
    Order Entry
    • In OE Configuration we have added the "In-Hands" date to the fields that can be made required for Purchase Orders.
    • Warehouse Releases will now save the Ship date when it is changed on the Summary Screen.
    Accounts Receivable
    • The Scheduler now calculates the next run time correctly for the Q-Net export.
    Report Export Manager
    • We have added the Alias ID field to the export of the Release Report - Sell.
    • We have added the Alias ID field to the export of the Release Report - Cost.
    Accounts Receivable
    • In Client Maintenance the cursor will go directly to the Search box, begin typing to find client.
    General Ledger
    • Edit/Post Journal entries loads quicker, without the hourglass displaying.
    Order Entry
    • In PO Editing, the Remove button now displays in the Attachment tab.
    • Warehouse releases are correctly saving and displaying the ship date when it is changed in the summary screen.
    Accounts Payable
    • AP > Display Bank Balance no longer includes the Redeemed Gift Certificate Amount in the balance.
    Accounts Receivable
    • You can now edit the Shipping Charge in Client Maintenance > Freight Tab > shipping charges.
    Q-Send
    • The GL Transaction Detail Report now includes the client and vendor names in individual postings.
    Inventory
    • We have added the Client ID and the Client Filter to the Inventory Valuation Report - Sell.
    • We have added the Client ID and the Client Filter to the Inventory Valuation Report - Cost.
    Order Entry
    • Credit a Previous invoice now displays the line items correctly.
    • The Q-Net users email address no longer updates the Client's ship to email address in AR client maintenance.
    • Deleting an order with a coupon off of an invoice, also removes the coupon from the summary screen.
    Q-Send
    • Drop Box and One Drive have been add to the available option in the Cloud Storage Accounts.
    Report Export Manager
    • We have added the Vendor Tax ID (EIN/SSN) and the Vendor Address to the Check Register Export.
    Accounts Receivable
    • We have added a Q-Net checkbox on the Service Charge editing screen. You will need to have 2 charges, one for Q-Net orders and one from standard orders.
    • In Client Maintenance, on the Q-Net tab, the Q-Net check box has been changed to an E-Commerce dropdown.
    Inventory
    • We have added a new report, Lot Status - Cost to the system. This is in Inventory > Inventory Reports > Internal Reports.
    Order Entry
    • We have added a document list (tree) to invoice editing. This will display PO and Release number, allowing users to navigate to a PO or Release without scrolling through all line items.
    • We have added the ability to send the attachments to a Q-Net RFQ to the Vendor in the Request for Quote.
    • The Quote History Report now sorts correctly by Client ID, Consultant 1 and CSR.
    • Release generated from Q-Net are now keeping the freight from Q-Net.
    • Credit card information now flows to the filled backorder release.

    Accounts Payable
    • In Reconciliation, GL adjustments, if you check GL adjustment off, close and go back in the adjustments check previous will be saved.
    Inventory
    • In Item Maintenance, Q-Net option, we have added a "Clear Item Graphics" option. This will clear the graphic for all the clients items.
    Order Entry
    • In Client Order History we have added a new "Find Client" option of City.
    • In Sales Order editing, display scan we have added the option of Date or document ID.
    • The Consolidated Invoice now prints the ship to and charge to addresses correctly.
    • The Consolidated Invoice calculates the adjustment for rounding correctly.
    Q-Send
    • Scheduling a selected number of clients to export to Q-Net now works correctly.
    Accounts Receivable
    • We have increased the field size of the Client ID/Name field on the Cash Requirement Report formats.
    Order Entry
    • On 3 format of the Quote to Client, we have moved the Terms and Account Manager Fields below the body copy. They will print just about the box for Trade remarks and Salutations. The 3 format are:
      • Client Proposal #2
      • Client Proposal #4
      • Client Proposal #5
    • The attachment screen in Purchase Orders is now refreshing correctly.
    • Warehouse releases, coming from Q-Net, and generating from multiple inventory lot records and now displaying and printing the multi-lot information correctly.
    Q-Send
    • Default Variables for emailing PO Order Acknowledgments (DOCUMENT) & (DOCUMENT#) & (CLIENTPO) are now working correctly

    Note: We have organized the e-Quantum image folder so that images are grouped by company. For example, any images that are used by items in company 0001 will be in the q2000/image/cmpy_0001 folder; when possible, the images will be in a subfolder that corresponds to the item's client ID. If an image is used by items in multiple e-Quantum companies, a copy of the image will be in each cmpy_xxxx subfolder. Any images that were not attached to an item will be in the q2000/image/NOT_USED folder.

    Note: We have added additional security to Item Maintenance's Q-Net button. You need at least View access to the Item, and you can then give users higher access to Q-Net only.

    System
    • When sending documents using the batch PDF Send function the file names now reference the document being sent. As an example: invoice_1234-1.PDF. The report must be optimized (Printer Options Tab) for the PDF and email subject line to change.
    • e-Quantum user Security Groups can now be restricted to specific Companies allowing users to have different group rights in each e-Quantum company.
    Accounts Payable
    • When entering AP invoices for a multi vendor PO the Manufacture's job number is no longer copying from the main vendor to the multi vendor.
    Accounts Receivable
    • In Statement processing the "Only for Delinquent" option is now functioning correctly.
    Inventory
    • In Item Maintenance > Kit set up > on the Sub Assemblies we have added an option to "Include on the Sales Order Packing List."
    Order Entry
    • The HTML quote to client has the option to choose from the clients contacts and / or add an email address.
    • In Client Maint. > Overrides > we have added a drop down with more options on the Rls Days to Ship. Options are:
      • Use default
      • # of days (select a number of days)
      • Same day
      • Monday
      • Tuesday,
      • Wednesday
      • Thursday
      • Friday
    • On the RFQ attachment tab we have added a check box to Send Attachments to the Vendors. The default is set to Send.
    • We have added the ability to choose which vendor, primary or multi, gets the artwork attachments sent to them. On the Attachment tab we have added the option "Send attachments and combined artwork link to this vendor" when checked the attachments and combined artwork link will be send to the primary vendor. In the Multi Vendor Tab, Misc tab, we have added a check box "Send Attachments", when check the attachments and combined artwork link will be sent to the multi vendor.
    • We have added the ability to select an invoice date when you auto-invoice. The date is entered in the upper right corner of the invoice selection screen.
    • In OE Configuration > RFQ (Request for Quote), we have added "Input LOT price on HTML RFQ" Using Yes, allows the vendor to enter a lot price instead of a per unit price.
    • We have added a range selection to Sales Order printing "Print Kit Item Notes". Selecting Yes, will print the Kit item notes from Item maintenance on the Sales order.
    • The HTML quote to client is now displaying the Consultant or CSR's phone number correctly on both the email and the HTML quote.
    • Batch printing invoices now totals multi page invoices correctly.
    • Cloning a PO with attributes on both the main and multi vendor now copies the attributes to each vendor.
    • Scheduling the Impending Warehouse Receipt Report no longer prints a blank report when no records are found, it now sends the No Records Found email notification.
    Q-Net
    • Generating a Q-Net order for an item with no vendor and no history is no longer creating a system lock.
    Q-Send
    • The FedEx shipping import now has the option to apply tracking numbers and shipping cost to the multiple items. In the FedEx reference field you would enter Document,Item,Item,etc.
    Q-Send
    • We have added the UNSPSC code to the export of the Inventory Reorder Analysis Report.
    • We have added the Source Document number and type to the Export of the PO Register.
    System
    • In Security set up we have added a checkbox to the security screen to show effective rights from a group. The effective rights, if they are higher than the assigned rights, it displays a magenta background for the icon. This will be automatically displayed after the user has been added to a group. If unchecked the box will say "Show Effective" only and you will need to hover over to get description.
    • We have added 3 additional standard button and 3 optional buttons to the e-Quantum main menu.
    • We have added a To-Do List option to the e-Quantum main screen. This is set up in File > Preferences > User Preferences > Preferences Tab > Main Menu Bottom. You can have 30 items on the list. Each item is 50 characters. As you check off items they move to the bottom of the list.
    • We are adding an option for reports to print with a "greentext" effect. This is set up in File > Preferences > User Preferences > Preferences Tab > Reports. We will gradually add this options to reports in the future.
    • We have added the ability to purge a portion of the Company and System logs . The default is set to retain 6 months, but can be changed in Company Maintenance. The Purge function is found under File > Utilities > Logs.
    • In any of the text fields you can right click to access Spell Check.
    • In any of the text fields you can right click to add a date/time stamp.
    • We have added the option to have the User ID prefix document numbers. Invoices are set up in AR > AR File Maintenance > AR Configuration >Numbers Tab. Purchases Orders and Releases are set up in OE > OE File Maintenance > OE Configuration > Number Tab. The fixed text is: %US.
    • In Preferences > System Preferences, we have added a new tab "Notifications". e-Quantum will send email notifications of specific events/conditions to the addresses specified. If you do not wish to have the system send a notification email, leave the address blank.
      • Security notices are send to the Supervisors email address. The events/conditions that trigger the email are:
        • Changes to users' security.
        • Changes to some of the fields on this screen.
        • Password changes.
        • Changes to log settings
        • Abnormal log sizes
      • The Accounts Payable events/conditions that trigger the email are:
        • Voided Checks
      • The Accounts Receivable events/conditions that trigger the email are:
        • Client changed to vendor-neutral.
        • Clients flagged as non-Q-Net.
      • The Order Entry events/conditions that trigger the email are:
        • Deleted Release items.
    • In Company Maintenance we have added a field for Duns#.
    • In Range Selections, Report Formats, the format list is now alphabetized.
    • We have added restrictions to PO, Release, RFQ, Sales order, Invoice Number, the Client ID, Vendor ID and Item ID fields to prevent use of ...or slashes /\. A warning message will display that states "The xxxx ID can contain only A-Z, 0-9, #,-,_, or space".
    • We have updated the way report selections are saved. Example: in client selection, entering Cass = A will immediately expand to all the clients in client class A, but entering $class-A will generate a new list of class A clients each time the report is run. This mean that if a client's class changes you do not need to redo the report selections. This will be very useful for Scheduled Reports.
    • In Preferences > User Preferences > Misc Tab you can enter your CSR code. This will be used to auto-fill the CRS field on any PO's Releases, Invoices, quotes, RFQ'S, and Sales orders that you enter if there is not a CSR assigned to the documents client. (i.e. if the CSR in Client Maintenance is blank). This will auto fill on Q-Net orders.
    • We have updated the look of our Warning, Save and Information pop up messages.
    • We have added a "Don't ask me again" option to some of the warning and information pop up messages. You can Reactivate Suppressed Messages in File > Utilities.
    • Warning Messages now have blue ? for some warnings. Example: The Optimized message (This report has not been optimized for faxing or emailing) there is a blue ? next to the Yes option, when you click the ? you get a more detailed explanation of Optimized.
    • We have added Coupon Maintenance to the Maintenance Event Log.
    • In Help > Support > Send data you can now schedule a time to send your data to e-Quantum. Do not send your data unless an e-Quantum support person has requested it.
    • The Fax/Email optimization selection on the Printer Option page has an updated selection and explanation.
    • In Company Maintenance we have added a new tab, Logs. Options for the Company Log are: System logs include the machine name, Track user login/logout information and track main menu selections. Options for the Maintenance Event Log are: Log File Maintenance changes and number of months to retain information in the log.
    • The company log will now record when a PO Activity Code is changed or deleted by a user other than the original user.
    • The Maintenance Event Log now records changes made in A/R Configuration to the Last Invoice Number.
    • We have split the range selections on many of the report into sections for easier use.
    • The Maintenance Event log now records when a ship to is marked for deletion.
    • The Company log now records when a ship to is deleted.
    • We have updated the column heading on the Purge Status Display from Purge to Purge/Archive.
    • The function to allow users to change their passwords is now functioning correctly.
    • We have removed the Collate selection in Printer Options. You must use Marginal Words to collate printed copies. If you do not want to use Marginal Words, you can use a period as a place holder.
    • We have moved the set up option "Track User Login/Logout Information" from Password Options to the Company Maintenance new Log Tab. Login/Logout information will continue to print on the Company Log.
    Accounts Payable
    • We have increased the check number field size to 9 characters.
    • In Check Reconciliation we have added a Sort option to the check tab. The sort options Are:
      • Check #
      • CHK Date
      • Paid To
      • Amount
    • In AP Generate Recurring Invoices, you can drag your cursor to select multiple invoices at a time.
    • The Check reconciliation feature now has a tab for G/L journals. There is a journal type filter which can be used to select the journal types . The only journal types shown will be those used on current entries.
    • The Aged AP report now references the Mfg. Job # when the invoices is expensed in AP invoice editing.
    • In AP Recurring Invoice set up we have added # for the Payments option. (To be used for loans.)
    • Check reconciliation - In the archived worksheet there is a DETAILS button in upper right corner that shows a list of cleared checks AND deposits. It also list any GL Journals from worksheet.
    • Check Reconciliation - Checks tab, if you double click on a check - it opens window showing the payables that the check paid.
    • We have added a default payment type to the A/P Aged Invoice Report. It will pull the Default payment set in Vendor Maintenance. A vendor that is paid with a credit card will display a CC in a box at the far right of the line with the Vendor Name, terms, contact and contact phone number.
    • The AP Invoice Batch List has a new Range Selection of "Invoice Source". Options are:
      • AP Invoice Editing
      • Import via EDI
      • Receipt Refund
      • Recurring
      • Royalty Report
    • The EIN/SSN field in Vendor Maintenance, page 3 is now stored encrypted.
    • When you print 1099's the Vendor Filter is now functioning correctly.
    • The Check reconciliation print worksheet now prints the date entered in the checkbook date field.
    • The AP Expense Report now sorts properly.
    • In Vendor Maintenance > Plants Tab, we have removed the EDI setup button. All EDI's are set up on the main vendor level.
    • You can now partially expense a credit invoice. Example: Credit is $150. You want to expense to 2 line items on the PO, you no longer get a warning message on the first line item.
    • The EIN/SSN from Vendor Maintenance will no long print on the Vendor/Plant list and the Vendor Index.
    Accounts Receivable
    • In AR Statement Printing we have added a second sort option of Invoice Date or Invoice Number.
    • In Client Maintenance > Set up tab, we have enlarged the Statement Cycle Field to 4 characters.
    • We have increased the field sizes for Ship to Address. The Ship to Description, Address line 1, Address line 2 and Attention line are now 40 characters. Thecity field has been increased to 30 Characters.
    • We have added the ability to suppress the cost on the Vendor Neutral Quote to Client. This is set up in Client Maintenance >Q-Net Tab > Q-Net Configuration Button > Misc tab below the Vendor-Neutral checkbox. The option will be "Show Cost on Vendor Neutral quote to client format". This selection would apply both to the PDF format and the HTML format.
    • A Client Source code has been added in AR > AR File Maintenance > Client Source Codes
    • The Client Source code can be added in Client Maintenance > Address Tab. This can be used to note how the client was acquired i.e. RF =Referral, AD = Advertisement.
    • In AR Client Maintenance > Ships > Remarks Tab, we have added "Release - Custom Delivery Instructions. These will print above the first line item on a Release.
    • In AR Coupon Maintenance we have added a Filter option. You can now filter by Used , expired or all coupons.
    • In AR Client Maintenance, InvMgt Tab, Corporate Clients we have added the ability to highlight and remove multiple corporate clients at one time.
    • We have added a PayPal credit card gateway.
    • In Receipts Editing, the Refund on Account function now writes to the GL correctly.
    • The Client List Report now prints the client name for all sort options.
    • The A/R Open Invoice Report is now printing correctly.
    • The mouse over in Client Maintenance > Q-Net Configurations > Shipping tab > for USPS shipping now displays the system default.
    • Changing the Ship to ID no longer removes existing Payment Method overrides.
    • Correcting the receipt data in AR receipts editing now updates the "Last Payment" date in Client history.
    • In Sales Tax set up we have updated the labeling for Group and Group ID, they are now labeled Tax Group and Tax Group ID.
    General Ledger
    • When entering a GL adjustment to a prior period, we now display a prompt asking if you would like e-Quantum to automatically reclose subsequent periods, of if you want to do it manually.
    • We have added the type source selection to the GL transaction Report.
    • In GL Recurring GL Entries we have changed the verbiage on the OK button to SAVE.
    Inventory
    • In Period End Processing we have added the Month Name next to the Period ie: (4/2017 - Apr).
    • In Period End Processing you can drag your cursor to select multiple clients at a time.
    • In Item Maintenance > Restrict Tab, we have added a Country restriction option.
    • The Back Order Status Report has a new Range Selection of "Report Unit". The options are: Issue Unit, Inventory Unit, Order Unit, M/1000, EA/1.
    • The Dusty Carton Report has a new Range Selection of "Use Bundled Sell", Yes or No.
    • In Item Maintenance > Notes Tab we have added the ability to have a "custom" message for PO's, Releases, Quote, RFQ, Invoices, and Kits. These custom messages will override the default item notes when used. If a custom notes has been created, an asterisk will display on the custom button.
    • When you add or edit a Kit sub-assembly item we have added a check box "Print on Sales Order Packing List" Check to include the item on the Sales Order Packing List.
    • Client Price Listing now displays all items in a price plan assigned to a client. They do not need to have been ordered by the client.
    • The Client Filter for Location Inv/Usage/Reorder Report has been updated to allow non-inventory management clients to be selected. This report data for non inventory clients pulling inventory from Corporate clients.
    • The Unit of measure range selection on the Inventory Analysis - Sell report is now functioning correctly.
    • The Reorder Analysis report now prints Reorder Notes correctly.
    • In Item Maintenance, you now get a warning message if you try to clone an item using an existing Item ID. The Message is "The 'New Item' already exists.
    • We have removed Frank & Son's from the warehouse setup, EDI option.
    • Inventory Reports > Item Audit Report, we have removed the range selection for stock /non-stock items.
    • Inventory Reports > Release Report Cost and Sell, we have removed the range selection for stock /non-stock items.
    • The ship to group cost center restriction is now functioning correctly.
    • The Inventory Configuration Option "Close filled backorder-only releases" now functions correctly.
    • The Monthly Inventory Report range selection of "Include items with no usage" Yes or No now functions correctly.
    Order Entry
    • We have renamed Kit Order to Sales Order. You can add any item to a Sales Order and the appropriate documents (PO or Release) will generate.
    • We have added a second Sales Order Packing List format the includes a barcode Sales Order Number.
    • We have added a line item Summary to the bottom of the line item screen for Sales orders.
    • We have add the New/Repeat designation at the sales order item level for Kit Items.
    • You can edit the item description on the Sales order.
    • The Required Ship date on Sales orders now flows to the sub-documents.
    • Updating the Ship Via on a Sales order now brings up a screen allowing you to select which document (PO or Release) you want to update with the new information.
    • In OE Order History we have added the Gross Margin to Invoice History.
    • We have added a range selection to Invoice Printing "Show Zero Special Pricing" . When set to Yes, cost only special pricing will print on the stub portion of the landscaped invoices only.
    • We have added a new range selection to the PO/Rls Delivery Ticket, Address Type. The options are Bill to Address (default) or Ship to Address. If Ship to Address is selected we will use the ship to from the first document pulled into the Delivery Ticket.
    • In OE Maintenance > Consultant Information > Re-Assign Consultants, you can now drag your cursor to select multiple clients at a time.
    • In the RFQ Vendor tab you can now double click to edit the vendor.
    • The Invoice Register now includes a line for "on-hold" invoices that shows the Hold Y, Hold Date and Hold Reason.
    • The In-Hands date has been added to the Multi-Vendor on Purchase Orders.
    • We have moved the Required date field to the first tab of the Multi-Vendor on Purchase Orders.
    • We have added a Dates tab to the PO line items. All date fields can be edited from that tab. Editing them on the Dates tab or in the Item, Vendor or Misc tab will update both places. The dates on the tab are: Date Required, In-Hands date, Reorder Date, Followup code and Date, Proof code and date.
    • The Royalty report has been optimized for email. It will send to the Vendor assigned by the Royalty code.
    • We have increased the field size on Form Spec PO formats for Labels > Liner Tab.
    • We have increased the beginning number field on PO's to 16 characters, this change is also reflected in the ending number on invoices, and on releases.
    • In Forms Spec binding options for flat sheet and unit set we have added a new Cover option of White Tag.
    • In PO Packing List Printing we have added a new Range Selection "Print Packer's Footer". This is the area at the bottom of the packing list.
    • In OE Configuration > Shipping Notices, we have added a new option "Email Reply-To". You can select Consultant's email (default), CSR's email or A/R CNS email. This has a client level override.
    • In PO Acknowledgements on the Address tab we have added a "Auto-sync from PO" check box. e-Quantum assumes that the address that you saved on the acknowledgement is the address that you wanted to use and does not automatically change it when you change the PO address. Checking the Auto-Sync option will automatically update the address on the acknowledgment when a change is made to the PO address. This can be set as a default in OE Configuration > Order Acknowledgements.
    • In PO Editing > Line Items > Instr./Notes tab we have added 2 additional options, Ack. and Pack List.
    • In PO Editing if a beginning number is entered for an item we will automatically update the Numbered Item flag in Item maintenance.
    • In OE Configuration > Invoices > Words we have added an option "Paid in Full". You can enter a messages (20 characters) that will print on the Invoice.
    • In OE Invoice Printing Range selections we have added a new option Print "Paid" Message.
    • The Royalty Report no longer requires all vendors be included to post. It will post for the vendors selected on the report.
    • The Royalty Report now has the option to print the Distributor Company information or the Distributors company logo in the upper left corner of the report.
    • We have added a new range selection for the Royalty Report of "Print 'REPRINT' On Report". Yes will print the word REPRINT on the report.
    • We have added a new Warehouse Release format. It is based on Format 2 with barcode and prints the Inventory unit of measure.
    • The Quote to Client now displays the Total Margin dollars for each line item.
    • In PO Editing we have moved the Order Source Field from the lines items to the Header level of the PO.
    • In Forms Spec Editing we have added additional paper options to the Unit set, they are:
      • 22# XL carbonless CB
      • 22# XL carbonless CFB
      • 22# XL carbonless CF
    • In Forms Spec Editing we have added an additional Backer ink option of 40% Black.
    • When a client is set as "Freight exempt" we will display the Sell on Releases, PO's and Sales Orders with a line through the dollar amount.
    • We have added a new flag in OE Invoicing, I = Ivc Notes. This notifies the user invoicing that there are invoice notes on the PO and allows them to review and update if needed.
    • You can print the Sales Order Packing List from within the Sales Order. Option is under File.
    • We have added a Sales Order Confirmation, you can schedule sending. The confirmation is optimized to send to the document ship to email address.
    • In Form Spec Editing, when you save we now display a message "Form Spec Saved" in the upper right of you screen.
    • We have added new options to the Clone PO function. You can select the source of the Consultant and the CSR. Option are: From Source PO or From AR Client.
    • We have added an OE Configuration option to PO's "Allow PO Activities to update followup" Yes or No. When entering a PO activity you can access the follow up code/notes.
    • In OE Configuration for both Purchase Orders and Warehouse Releases, Supervisor Access, we have added "Supervisor to Change Order Class".
    • The Consolidated Printing of an invoice has a new Range Selection "Print Split Ship Remarks" Yes or No.
    • In OE Configuration, Invoices, we have added a new range selection "Update PO Fields when Ivc Posted". Options are unit cost and unit sell.
    • To avoid confusion, we have updated the Clone PO verbiage to "Duplicate this PO".
    • In Client Order History, once you have drilled down to the line item detail, you can now view entire documents. Right click to see this new option: View PO, View Invoice, View Release, View Sales Order.
    • In Client Order History > Release History we have added the ability to double click to view the line item.
    • For Bill Notes, PO, Release and Sales Order Instructions the <<>> will now display as <<None>> when there is nothing related.
    • The Royalty Report has a new range selection "Show quantities in EACH" Yes or No.
    • We have added a new range selection to the PO Packing List Printing "Print email from AR ship to" Yes or No.
    • You can now change the sequence of items on Purchase Orders and Invoices. When these documents have multiple line items a option to change the sequence displays in the bottom options. Invoices also have Sort Options. The Sort option default is set in OE > OE Maintenance > OE Configuration > Invoices, "line Item Sort". You have 2 Sort selections and in each you can choose to sort by: Src Document, Src Input Order, Src Sequence, Item ID, Src Order Date, Q-Net order # and or Sales Order #. The OE Configuration default can be overridden in Client Maintenance > Overrides.
    • Release - Custom Delivery Instructions will print above the first line item on a Release.
    • You can now enter the Digital Library Asset number on the attachment tab of PO's, Quote to Client and RFQ's. This will add a URL link to the Asset to the document.
    • In PO Printing Range selections we have added a new option "Print PO total (non-spec). When set to Yes, we print the total for each Vendor on the non-specification PO formats.
    • We have added a new option to the duplicate PO function. You can select to use the Bill to and Ship to addresses from either the source document or from AR Client Maintenance.
    • We have added the ability to send a Vendor Neutral HTML Quote format to clients. If you have activated the Vendor Neutral option for a client, the system will automatically know to send the Vendor Neutral HTML quote format to that client.
    • The Active Order Report has been updated to display the Follow up date, code and remarks when the range selection "Show Follow-up History" is set to Yes.
    • We have added an Internal Remarks field to the PO line Item. This can be used to store information, it will not print on the PO or on any reports.
    • We have added an Activity Date range selection to the PO Activity Code Report.
    • We have added the ability to View Saved Reports to the Export tab. Users will only be able to see reports they have generated.
    • We have added the ability to view the Q-Net order Confirmation and Q-Net status Reports to an Invoiced Warehouse Release.
    • The Consultant Status Report has been renamed the Consultant Stats Report and displays Bracket information, deduction information, and detail of what is included in each bracket assigned to a consultant.
    • We have added a new OE Configuration setting for warehouse Releases. "Use Lot's PO New/Repeat" selections allow you to control how releases default the order class field (new/repeat) by using the order class of the PO that created the inventory lot record. The Options are:
      • Use History - Set the order class based on the client's history; the order class is set to REPEAT if the client has ordered this item before , either on a PO or Release.
      • First Lots Value - Uses the PO's Order Class value from the first allocated inventory lot for this line item. If multiple lots are used to fill the releases, the first lot that has a New or Repeat value is used.
      • Prefer New - Behaves similar to the First Lot's Value options, but if multiple lots are used and one of those lots is flagged as NEW, the Release order class will be set to NEW.
      • Prefer Repeat - Behaves similar to the First Lot's Value option, but if multiple lots are used and one of those lots is flagged as REPEAT, the Release's order class will be set to REPEAT.
      If the lot records do not have a NEW or REPEAT status, the system reverts back to using history to determine the default order class.
    • We have added the ability to print the word "Residential" above the Ship to Address on our Standard Warehouse Release formats. This will be triggered by editing the Ship to Address and checking the Residential box.
    • We have made several changes to the Consultant Quota Summary Report:
      • We have added Consultant ID and Consultant Name as sort options.
      • We have added 8 columns that allow users to select the data that will be in each column. Options are:
        • Yearly Quota
        • YTD Quota
        • Monthly Quota
        • YTD Booked
        • MTD Booked
        • YTD Inv. Sales (Year-to-date invoiced sales)
        • MTD Inv. Sales (Month-to-date invoiced sales)
        • MTD Booked vs MTD Quota
        • YTD Inv Sales vs Full Quota.
    • The Active PO Report now prints the Acknowledgement Remarks.
    • You can now change the Ship on a Warehouse Release that has items on it.
    • The HTML quote to client has the option to choose from the clients contacts and / or add an email address.
    • The Sales Order Packing list now includes All items on the Sales Order.
    • Changing the UOM on the Quote to Client now recalculates prices correctly.
    • The F4 and F3 hot keys for next and previous documents now function correctly.
    • The Close Warehouse Transfers function now closes multiple transfers correctly.
    • The RFQ Followup Report now returns results when a followup code and/or followup date is used in the range selections.
    • The Use Closest Warehouse function is now calculating mileage correctly.
    • Users with View Only rights to Item Maintenance, can no longer add a new Item from a PO.
    • PO Acknowledgements for split ship PO's now print the Split ship address correctly.
    • In Release Editing, line item, the Reduce Commission Percentage is now functioning correctly.
    • The County is now printing correctly on Purchase Orders.
    • In Shipping Notices, the Range Selection "Display Order Date" is now functioning correctly.
    • In the Return RFQ price breaks, the Expires by date is now saving correctly.
    • Multi Vendor PO's now have the correct Country printing.
    • Cloning from the Item Tab of the PO no longer ignores the clone/copy setting for Form Specs.
    • The RFQ Followup Report preview no long displays an enter parameter value screen.
    • The Consultant Stat Report sort option of User/CNS is now sorting correctly.
    • The RFQ worksheet is now using the correct unit cost.
    • Clone Special pricing from one item to another within a PO no longer duplicates the Special Pricing Notes on the cloned item.
    • The Active PO report now includes the attribute detail as well as the quantity.
    • In OE Configuration > Purchase Order > Clone/Copy > we have updated the Clone Fields selection to "Copy Fields when Cloning Line Item".
    • The 2 PO acknowledgement formats that have line item totals have been updated to include the Attribute upcharge in the total.
    • The Consultant Stats Report now correctly shows the PO value.
    • The follow up codes on the PO Time Sheet Entry screen now update the Active Order and the Active PO Reports. They do not update the line item's follow up code on the Vendor Tab of the PO.
    • On the Notice of Impending warehouse Receipt the Item Description line no longer wraps, it prints in one line.
    • We have removed the "Your Order was send in 1 shipment" verbiage from the HTML shipping Notice.
    • The Special Pricing prompt on PO Acknowledgment format 4 w/item total now suppresses when the special pricing sell is zero.
    • PO Packing list for Split ships going to the same address but with different attentions now create separate packing lists for each attention.
    • PO's with multiple Special Pricing entries that have notes now print the notes correctly.
    • The Item catalog, Order History w/o Vendor format is now printing the order quantity in the selected unit of measure.
    • We have updated the Form Spec Label Roll copy positions to match industry standards. Example: 2. Wound out, Bottom side 1st.
    • In Quote to the Client we have changed the verbiage on the report from "Lead" time to "MFG" time to be consistent with the verbiage displayed on the screens.
    • Changing an Item ID for a kit sub-assembly item now functions correctly.
    • The size of the Item ID field on the PO Packing list has been increased to print all 15 Item ID characters.
    • The HTML quote to client is now displaying the Consultant or CSR's phone number correctly on both the email and the HTML quote.
    Q-Net
    • In Q-Net Configuration, Generate Tab, we have added a selection of:
      • Create Sales Order for non-batch Q-Net Order . This will put all items from a Q-Net order on 1 Sales Order.
      • Create individual PO's and Releases for non-batched Q-Net orders. This will generate the PO's and Release the way they have previous generated.
    • We have added additional characters to the Q-Net Key word Search field.
    • We have increased the Category description field to 35 characters.
    • In Q-Net Configuration we have corrected the verbiage on the Window from Q-Net Settings to Q-Net configuration.
    Q-Send
    • Q-Send > Shipping Import/Export > Export Ship Addresses, we have updated the export so the Customer ID and The Ship to ID are in separate columns.
    • In Q-Send > Export > Export Clients we have added the freight Markup to the export.
    • We have added the Order Source to the Export Summary Bill.
    • In Q-Send > Supply Catalog > Catalog Maintenance > Edit > we have changed the window label to "Import Supply Catalog Price Plan".
    • In Q-Send > Supply Catalogs, we have updated screens to show Essendant not United Stationers.
    • The Export Summary Bill divides freight for a multi line release between all items with a Shipped quantity. Backordered items will not have freight applied to them.
    • The Washington State Sales Tax Import now updates tax codes when a percentage had been previously used.
    • You can turn off the Cloud Option for Vendor, Clients etc. We have added a check box to the set up option, when unchecked the option no longer displays.
    Doc-Q-Manage
    • When you add an AP invoice in AP invoice editing to the Doc Q Manage and expense the invoice it will automatically link the image to the PO.
    • We have added a new type, Warehouse Release, which will be used when warehouse releases are send to the Doc Q Manage.
    • Warehouse Releases sent to the Doc Q Manage now link in the invoice.
    • Users with View Only rights can no longer delete linked images.
    • When adding images to the Doc Q Manage, users will only see available options.
    • The Printing of a Consolidated invoices now links back to the Doc Q Manager just like a regular invoice.
    • You can scroll out and find the path to Archive Type.
    • Files attached to an invoice now display in Invoice History.
    Report Export Manager (REM)
    • We have added the ability to export remark fields on selected exports. This feature is only supported when exporting to the Excel 2010 and Dbase formats.
    • We have added 20 Literal fields to all REM export configurations.
    • We have added the ability to configure the date format to all REM exports.
    • The export of the Active Order Report now includes an extended cost column.
    • We have added the Accounts Payable Selected Invoices Listing to the exports available in the REM.
    • We have added the Alias ID from the Misc Tab in the AR Ship to record to the Export of the Active Release Repost Sell.
    • The export of the AP Invoice batch listing now includes the User ID and User Name of the user who entered the AP invoice.
    • The export of the Check Register now includes the User ID and User Name of the user who printed the checks.
    • The export of the AP Invoice Expense Report now includes a column for freight.
    • The export of the AR Receipts Register now pulls the Consultant ID, Consultant Name, Client Alpha and Client name from the correct receipt.
    • The export of the Active Order Report now includes the backorder Quantity.
    • The export of the Active Order Report now shows that the release is filling a backordered item.
    • The export of the Invoice Register now includes the G/L Income Account Number.
    • The export of the Inventory Management Report now includes the Default Owner from Item Maintenance.
    • The A/P Selected Invoice Listing has been added to the REM.
    • The export of the A/P Invoice Expense Report now includes the Date the AP invoice was entered.
    • We have added additional fields to the export of the Inventory Analysis- Sell:
      • Average Usage - Last 24 (L24) months
      • Average Usage - Last 12 (L12) months
      • Average Usage - Last 6 (L6) months
      • Average Usage - Last 3 (L3) months
      • Usage 3 Months Ago
      • Usage 2 Months Ago
      • Usage 1 Month Ago
      • Current Month Usage
      • Months Available Based on L3 Usage
      • The default vendor from Item Maintenance
    • We have added additional fields to the export of the Sales Analysis Report: SIC Code and Client Class.
    • The export of the PO/RLS Expense Report now includes the Date entered
    • We have added additional fields to the export of the Booking Report: SIC Code and Client Class.
    • The Item export now includes, Item Notes, Reorder Notes, Keywords, Q-Net Long Description and Q-Net Short Description.
    • The export of the Release Report - Sell and Release Report - Cost now includes the ordered field.
    • The export of the Commission Report now includes the City, State, Zip and Country fields.
    • The export of The Summary Sales Analysis Report now includes the SIC field.
    • The export of the AP selected invoice listing now includes:
      • Posting date (date entered in e-Q)
      • Vendor Address line 1
      • Vendor Address line 1
      • City
      • State
      • Zip
      • Country
      • Misc Selection field from vendor Maintenance.
      • Vendor Acct Number from vendor maintenance
    • The export of the Active PO Report now includes:
      • The most recent Follow Up Notes
      • The Acknowledgement Remarks
      • Ship to Address fields
      • Attention from the PO
      • Line Item Vendor Instructions
    • The export of the Client Sales Report now includes the Business Source.
    • The export of the Sales Analysis Report now includes the Business Source and AR Invoice Batch Number.
    • The AP Vendor Status report has been added to the Report Export Manager.
    • The Client PO line number "CLTPO_LINE" has been added to the Export Summary Bill
    • The export of the Active Order Report now includes the PO In-Hands date.
    • The export of the AR Invoice Batch Listing now includes the AR Invoice Batch Number.
    • The export of the Delinquency Report now includes the AR Clients Account Payable Contact's email address.
    • We have added the ability to View Saved Reports to the Export tab. Users will only be able to see reports they have generated.
    • The export of the Receipts Register now pulls data correctly when only 1 client is selected.
    • The Active Order Export now includes release lines that are completely backordered. We will show zero shipped and the ordered amount in a backorder column.
    • The Active Release Reports range selection for number of decimals in unit price and cost now carries over to the export.
    • The export of the AR Open Invoice Report is no longer displaying duplicate on-account amounts.
    • The export of the Inventory Analysis - Sell now follows the" show quantities with decimal" from the reports range selection rules.
    • The export of the Active Release Report - Sell is now pulling the Ship to Address 1 and Ship to Address 2 lines in correctly.
    • The export of the Summary Sales Analysis now exports the Product Group ID and Product Group Description correctly.
    • The export of the Check register now displays void checks correctly.
    • The Check Register Export Detail, now export the Net amount correctly.
    Scheduler
    • Scheduling PO Packing List Printing is no longer causing e-Quantum to crash.
    • Scheduling Change Item ID's now functions correctly.
    End of document