20:03 05.09.2008 | All news from "Open Source"
PostBooks: 3.1 beta 2!
Fully integrated ERP, CRM, and accounting for small to midsized businesses. Graphical client runs on Linux, Mac, and Windows (built with open source Qt framework). Business logic resides in PostgreSQL database server. Fully international-ready.
The beta2 release of xTuple ERP 3.1 is now available for download from SourceForge (PostBooks edition) and the downloads area of xtuple.org (Standard and OpenMFG Editions).
It includes the new Average Costing functionality (in addition to our existing Standard and Actual Costing), multi-company Financial Consolidation, an application-wide expansion of the use of "warehouses" to "Sites" (which can be now be stores, etc. - making the product much more retail-friendly); the ability to reserve Sales Order contents by Location, the addition of full support for Kitting, and much more.
The full Release Notes are below. Please bear in mind that this is beta software- please only use it on a test system. We expect bugs, and would greatly appreciate user feedback. From here on, we'll focus exclusively on bug fixes and performance enhancement. Release Candidate is next.
-------------------
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Beta2
August 28, 2008
==================================
This is the second Beta release of version 3.1.0. Thanks to all our
beta testers who have been sending us valuable feedback! Please keep
up your efforts.
NOTE: For users migrating their databases forward to 3.1.0Beta2, a
new version of the Updater tool is required to complete this upgrade
successfully. All users migrating to 3.1.0Beta2 should download and
use updater2.0.0beta2.
==================================
The following features and bug fixes have been added to the applications
since the release of the first Beta. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [A/P] Made AP checks print in alphabetical order
* [A/R] Added link to Invoice Detail in A/R Open Items and A/R Open Items
by Customer
* [A/R] Changed A/R Workbench menu options to be consistent with A/R Open
Items screen
* [Accounting] Cleaned up layout on A/R Open and A/P Open windows
* [Accounting] Cleaned up layout on Cash Receipt Window
* [Accounting] Cleaned up Credit Memo window
* [Accounting] Made Misc. Voucher Window the same as standard Voucher
window
* [Accounting] Added ability to void AP Credit Memos; also, prevented
users from using voided Credit Memos
* [Accounting] Added regular expression support to Check # field on Check
Register
* [Inventory] Cleaned up Transfer Order window
* [Inventory] Added Warehouse Code to Order select widget and Enter
Receipts screen
* [P/D] Added colors to BOM
* [Products] Added "Only show Items where Actual and Standard Costs are
different" to Item Cost by Class Code display
* [Sales] Added Customer Name to List Pricing Schedule Assignments
* [System] Added the ability to store and run metaSQL queries from the
database
* [System] Created Screen Control widget that allows for "codeless"
screens to be created
Bug Fixes:
* [All] Fixed issue with screens redrawing too slowly
* [All] Fixed search functionality to work in Order cluster
* [All] Fixed problems with api.bomitem view
* [A/P] Prevented deletion of Expense Categories in use
* [A/P] Made formatting functions consistent between database and
application
* [A/P] Fixed issue leading to empty Tax Authority drop down list
* [A/P] Fixed issue leading to error when selecting Vendor Type in
Aging
* [A/P] Improved currency logic to use the selected Bank Account to
determine the open A/P items to be listed and selected on Select Payments
screen
* [A/P] Fixed issue preventing correct receiving of inventory Items
* [A/P] Fixed issue leading to error when selecting to cancel creation
of Misc Credit/Debit Memos
* [A/P] Fixed issue where "error" was displaying as document when
selecting to print an Invoice against which a Cash Deposit was applied
* [A/R] Modified A/R Aging printed report comment to read "base amounts
calculated from document date"
* [A/R] Changed the araging function so now 1) the aropen_amount is
normalized to base Currency using the aropen_docdate and 2) since
aropen_paid was not being normalized, changed it to use aropen_curr_id
and aropen_docdate
* [A/R] Fixed Customer Info Workbench to associate document types
correctly under the A/R History tab
* [A/R] Updated Invoice report to show Cash Receipts received as
payments
* [G/L] Prevented duplicate Sub Account numbers
* [G/L] Prevented duplicate Profit Center Numbers
* [G/L] Enabled multi-currency amounts in GL Series Item
* [Accounting] Fixed error resulting when selecting to enter an
invalid date in Fiscal Year displays
* [Accounting] Prevented users from re-reconciling dates when doing
Bank Reconciliations
* [Accounting] Fixed missing Vendor Number validation on Misc. Check
screen
* [Accounting] Changed A/R Workbench to 1) convert A/R Open Items to
metaSQL and fix any currency conversion problems and 2) change total
Open Items to display total in base Currency for consistency
* [Accounting] Fixed Check Run screen to disable POST CHECK button
after posting a Check
* [Accounting] Added checks for duplicates before saving a Company
segment value
* [Accounting] Fixed cast type error when reprinting Invoices in
PostBooks
* [Accounting] Enforced conversion to base Currency for multi-currency
Debit Memos
* [Accounting] Added Currency symbol to A/R Open Item and A/R
Applications screens
* [Accounting] Enforced dates to be recognized when re-querying AR
Applications screen
* [Accounting] Added check to ensure that at least one period is
selected before generating the Budget table
* [Accounting] Fixed issue leading to error when selecting to create
a Standard Journal
* [Accounting] Added terms due date checks to Misc AP and AR Credit
Memos
* [CRM] Fixed issue preventing the parent window of the CRM Account
screen from closing when CRM Account screen is closed/saved
* [CRM] Removed blank column in Incidents by CRM Account screen
* [CRM] Fixed tab order in Incident screen
* [CRM] Allowed newly-created Customer records to be merged with
existing CRM Accounts; but this is not possible for already-existing
Customer records
* [CRM] Prevented improper incrementing of Incident Numbers
* [CRM] Fixed issue preventing creation of new Incidents
* [CRM] Fixed issue preventing creation of Master Information for
Incidents
* [I/M] Disabled Misc. Adjustment for Breeder Items
* [I/M] Changed function postTransformTrans to delete empty itemloc
records
* [S/R] Added Vendor name to search list at PO Receipt
* [Inventory] Allowed shipping an RA order without requiring the
privilege for maintaining RAs
* [Inventory] Fixed issue leading to error when searching for and
Order at receiving
* [Inventory] Fixed issue preventing users from adding line items
to Transfer Orders when Order number generation is manual
* [Inventory] Fixed query that determines if warranty date is
required
* [Inventory] Fixed issue leading to error when receiving RAs with
only receiving privileges
* [Inventory] Fixed issue leading to error when reassigning
Lot/Serial qty.
* [Inventory] Added posted value option to Expired Inventory report
* [Inventory] Fixed Packing List Batch to print with data and without
error
* [Inventory] Fixed issue where error was received when selecting
Warehouse on Transfer Order screen if number generation method was
configured to be manual
* [Inventory] Fixed issue leading to errors when receiving
non-Inventory items against POs
* [Inventory] Fixed issue leading to error when printing labels by
Invoice
* [Inventory] Fixed issue leading to error when running Summarized
Transaction History
* [W/O] Added regular expression support to W/O History by W/O
screen
* [W/O] Fixed issue preventing setup time flag from clearing when
posting Operations corrections
* [Manufacture] Fixed issue leading to error when printing BOO
* [Manufacture] Fixed issue leading to error when printing Labor
Variance by BOO items screen
* [Manufacture] Updated Lot/Serial assignment screen to display "N/A"
instead of 01/01/1970 if the Item does not expire or has no waranty
* [Products] Fixed issue preventing creation of aliases for
newly-created Items
* [Products] Changed the indented, sequenced, single, and summarized
BOM reports to disable Revision widget until a valid Item is entered
* [Products] Changed Item look up list to use terms "Make" and "Buy"
* [Products] Changed BOO List to work the same as BOM List—namely,
DELETE button is enabled/disabled based on revision control
* [Products] Fixed screen sizing problem on Operations By Work
Center screen
* [Products] Fixed problem where Kit Item Type not enabled unless
Breeder BOMs enabled
* [Products] Fixed BOO so revision date and location are saved
correctly
* [Products] Fixed issue leading to error when selecting a UOM on
the Item master
* [Products] Fixed issue preventing deletion of BOMS for Outside
Process Items
* [Products] Fixed issue leading to error when printing Kit Item
masters
* [Products] Fixed issue preventing addition of Tax Types to new
Items
* [Products] Renamed screen title to correctly specify Registration
Characteristics
* [Products] Disabled Item Lot/Serial information on Registration
screen
* [Products] Strengthened links between CRM, SO, and Shipment to
improve validation of information
* [Products] Fixed Registration screen to not request re-entry of
already known Lot/Serial number
* [P/O] Prevented creation of duplicate Vendor Types
* [P/O] Fixed inconsistent exchange rate information displays on
Item Source screen
* [Purchase] Tightened relationship between Locales and date
formats in the application
* [Purchase] Fixed unnecessary incrementing of P/R# if planned P/O
release is canceled
* [Purchase] Fixed issue leading to error when creating a Purchase
Order if the PO number generation method is manual
* [Reports] Removed depreciated item_invuom field from reports
* [Reports] Changed backlog, bookings, and sales history reports to
normalize prices to base Currency using the Currency Exchange Rate
effective on either the order date (backlog and bookings) or the
invoice date (sales history)
* [S/O] Prevented duplicate Customer Form Assignments
* [S/O] Removed Item joins in selectUninvoicedShipments
* [S/O] Fixed issue leading to conflicts from overlapping SO/Quote
numbers
* [S/O] Changed sequence of populate so that Sale Price is populated
before Net Unit Price and Discount % from Sale calculation
* [S/O] Made sure Characteristics are reset properly when clearing
for new line items on Sales Order
* [Sales] Removed unnecessary request to save Sales Order line items
when no details have been changed
* [Sales] Fixed PackingList-Shipment report to work with Kit Items
* [Sales] Fixed Item list screen to include Kit Items
* [Sales] Fixed wrong usage of function for coitem line numbers in
the PickingListSOLocsNoClosedLines.xml report
* [Sales] Added edit to require at least one line item before you can
save an RA
* [Sales] Added hard edit to disallow receiving more than RA
authorized
* [Sales] Added 2 edits for Credit Memo numbers: 1) cannot be blank
and 2) cannot already be in use
* [Sales] Prevented users from overriding prices on Sales Orders if
they don't have the privilege
* [Sales] Changed Sales Order and Sales Order Item to disable all
widgets when in View mode to preclude unnecessary "Save" message
* [Sales] Fixed issue leading to error when printing Billing Edit
list
* [Sales] Allowed assignment to future Pricing Schedule Assignments;
however, expired schedules are not allowed
* [Sales] Fixed issue preventing creation of RA
* [Sales] Fixed margin calculation on Quote screen to handle multiple
Currencies correctly
* [Sales] Fixed issue preventing editing of Sales Order line items
* [Sales] Fixed overly detailed price precision on Summarized Backlog
by Warehouse screen
* [Sales] Fixed issue leading to error when printing Sales Order form
* [Sales] Removed the duplicate unique constraint on the ipsitem table
* [Sales] Improved multi-currency support in Sales Analysis reports
* [M/S] Prevented duplicate Warehouse Calendar Exceptions
* [M/S] Fixed issue leading to error when changing qty. at Firm
Planned Order
* [Schedule] Prevented Planned Orders for inactive Items
* [System] Required username and password on User Information screen
* [System] Fixed problem with tool bar positions not being remembered
properly
* [System] Fixed issue leading to error when canceling a Quote if
number-generation method is set to manual
* [System] Enforced use of default values for Event fence days
==================================
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Beta
August 08, 2008 (i.e., 08/08/08)
==================================
This is the Beta release of version 3.1.0. Thanks to all in the
community who contributed valuable patches and feedback during the
Alpha cycle! Please keep up the effort on this Beta. We are eager
to hear from as many of you as possible.
In addition to the functionality highlighted for special testing
in the 3.1.0Alpha Release Notes, we are also interested in feedback
on the following feature which appears for the first time in this
Beta release:
Kit Item Type
* Full spec:
Once again, here are the areas of new functionality we added for
the Alpha release. If you have not tested these new features
yet, please do so and send us any feedback you have:
Multi-Company Financial Consolidation
* Full spec:
Average Costing
* Full spec:
Package Manager
* Full spec:
* NOTE: Must use the 2.0.0Beta updater, not the old 1.0/1.1 updater
Sales Order Reservations by Location
* Full spec:
Purchase of Manufactured Items
* Manufactured Items may now be purchased
==================================
The following features and bug fixes have been added to the applications
since the release of version 3.0.1Alpha. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [Accounting] Created API view for Incident
* [Purchase] Created API view for Vendor
* [Sales] Create Kit Item Type
* [System] Added support for Site (i.e, Warehouse) level security
Bug Fixes:
* [A/P] Fixed issue with Document Numbers not displaying in the Billing
Selections screen
* [A/P] Fixed error received when vouchering a PO having a Return
* [A/P] Renamed columns in Expense Categories selection window to have
correct values
* [A/P] Fixed issue with Check Numbers not incrementing correctly when
creating new miscellaneous Checks
* [A/P] Added drill-down detail in G/L Transaction screen for
miscellaneous distributions entered on Vouchers
* [A/R] Added $0 invoices to Customer History screen
* [Accounting] Enabled billing Terms to remain with Document records
even after Terms themselves are disabled at master information level
* [Accounting] Removed text box displaying Check Number on Prepare Check
Run screen because it enabled duplicate Check Numbers and was unnecessary
* [Accounting] Enabled entry of negative miscellaneous distributions on
Cash Receipt screen
* [Accounting] Fixed screen resizing problem on Check Register screen
* [Accounting] Fixed issue preventing issuance of Credit Memos for P/O
Returns
* [CRM] Fixed issue where CRM Addresses were not being handled correctly
if shared by more than one CRM Account Contact
* [CRM] Enabled Customer to be merged with existing CRM Account
* [CRM] Fixed CRM Account fill list so pre-existing CRM Account Numbers
are recognized better
* [I/M] Disabled DISTRIBUTE button on inventory distribution screen
unless a line item is selected for distribution first
* [S/R] Fixed issue where $ value was not saved when editing RMA Line
Items
* [Inventory] Fixed issue leading to error when printing Packing List
from Summarized Backlog screen
* [Inventory] Fixed error received when reassigning Lot/Serial quantity
* [Inventory] Fixed screen resizing issue on Slow Moving Inventory By
Class Code screen
* [Inventory] Fixed screen resizing issue on Substitute Availability By
Item screen
* [Inventory] Moved data which was displaying in wrong columns on Enter
PO Receipt screen
* [Inventory] Fixed issue with Unbalanced QOH utility not working
properly
* [Inventory] Changed Packing List print screen to accept SO and TO in
same widget
* [Inventory] Fixed issue preventing reassignment of Lot/Serial qty. for
Item Site changed from regular control method to Lot control method
* [Inventory] Added timestamp for relocate Inventory transactions
* [Inventory] Added timestamp for Site Transfer transactions
* [Inventory] Fixed issue leading to error when posting Count Tags
* [Inventory] Updated Item Site to show "None" as disabled control method
for Reference and Job Item Types
* [Inventory] Changed External Shipping maintenance screen to look, feel,
and work like other screens
* [Inventory] Allowed Location to be selected from list when default is
checked and MLC is not on Item Site screen
* [Inventory] Fixed ability to view document number for Inventory
transfers in Inventory history screens
* [Inventory] Fixed combo boxes so data available for selection on Transit
Site masters
* [Manufacture] Fixed issue where some materials were not being issued to
Work Orders
* [Manufacture] Fixed issue leading to error when correcting Operations
posting
* [Manufacture] Fixed issue causing qty. values not to be updated
correctly when posting Operations corrections
* [Products] Fixed PRINT button on View Costing Detail screen
* [Products] Fixed screen resizing issue on Standard Operations By Work
Center screen
* [Products] Fixed multiple Product reports which were printing with no
data
* [Products] Updated SO Item screen to update Price UOM whenever Qty.
UOM is changed
* [Purchase] Fixed issue leading to error when adding Item Source Price
for "make" Items
* [Purchase] Fixed misnamed column header in PO Item displays
* [Purchase] Updated Voucher due date calculation for proximo terms to
be based on Invoice Date instead of system date
* [Sales] Updated Billing Selections screen to perform subtotaling using
correct input values
* [Sales] Fixed issue leading to error when selecting "X" button in the
empty Sales Order screen
* [Sales] Included Misc. Invoice items in tax calculation on Summarized
Taxable Sales report
* [Sales] Fixed issue leading to error when selecting to create a Quote
using a Prospect as a Customer
* [Sales] Fixed issue preventing display and saving of Characteristics on
Quote Item screen
* [Sales] Fixed RMA numbers to increment correctly
* [Sales] Fixed screen resizing problem on Customer Information Workbench
* [System] Moved several security privileges from Sales Module to
Accounting Module, including MaintainTerms, PostARDocuments, and
PrintInvoices
* [System] Standardized all stock reports to use only Arial or Helvetica
fonts
* [System] Removed duplicate EnableBatchManager values in PostBooks
metric table
==================================
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Alpha
July 25, 2008
==================================
This is the Alpha release of version 3.1.0. We are especially eager
to hear feedback from alpha testers on the following new areas of
functionality:
Multi-Company Financial Consolidation
* Full spec:
Average Costing
* Full spec:
Package Manager
* Full spec:
Sales Order Reservations by Location
* Full spec:
Purchase of Manufactured Items
* Manufactured Items may now be purchased
Warehouse Changed to "Site"
* Makes solution more accessible for retailers and other types of
businesses
* Use new "Site Types" to define Sites as Store, Warehouse, etc.
==================================
The following features and bug fixes have been added to the applications
since the release of version 3.0.1. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [All] Disallow users from using wrong GUI version on database
* [All] Database API View "api.itemsite" and itemsite_freeze column
* [Accounting] Spell out A/E/L/Q/R and show sub-type in COA display
* [Accounting] Display Sub-Acct Code & Sub-Acct Code Description in
display of ACCOUNTING - ACCOUNT - CHRT ACCTS
* [Accounting] Add additional parameters to the Check Register
* [Accounting] Add ability to have the default billing date the
current date
* [Accounting] Create API view for Cash Receipt
* [Accounting] Create an API view for Incident
* [Accounting] Print Credit Card Receipts
* [Accounting] Multi-Database Financial Report Engine Consolidation
* [A/R] POST button needed on Cash Receipt
* [CRM] Add button/link from right click on To-Do list to customer
workbench (if applicable)
* [CRM] The system shall allow revenue to be reconciled, and
disputed
* [CRM] Add middle initial and suffix to contact
* [Inventory] Allow sales reservations to be made at the location
level
* [Inventory] Add average costing as a cost method
* [Inventory] Create API view for Site (Warehouse)
* [Products] Transformations between Manufactured Type Item and
Job Type Item
* [Purchase] Permit Purchase of Manufactured Items
* [Sales] Add information about To-Do data to customer workbench
* [Sales] Add Customer Type API view
* [Sales] Add the ability to print a customer statement from the
Customer Information Workbench
* [Sales] Add columns to Summarized Backlog
* [Sales] Create API view for Sales History
* [Schedule] Allow planned work orders to be changed to planned
purchase orders and vice versa
* [System] Change "Warehouse" nomenclature to "Site"
* [System] Allow access to Hotkeys independent of preferences
* [System] Event Created When Database Log Generated
Bug Fixes:
* [All] api.itemsrc and api.itemscrp View Rules Attached
* [Accounting] Changing the company code does not change chart of
accounts
* [Accounting] List views center align "Category" column. Should
be Left Justified
* [Accounting] Funds Type no longer includes credit card in Cash
Receipts
* [Accounting] Can't edit Misc Checks after creation
* [A/R] Customer History incomplete
* [A/R] Araging function is miscalculating the formatted current
amount
* [G/L] Duplicate Company Numbers are Possible
* [Inventory] Serial number quantities show total for the location
when distributing
* [Inventory] 8.3 typecast error
* [Inventory] Serialized items can not receive qty greater than 2
at a time
* [Inventory] Job and reference items allowed in Inv Trans lookups
* [Inventory] Update Lead Time functionality doesn't work
* [Inventory] Document number does not show up in inventory
transaction screen
* [Inventory] Cannot distribute qtys from MLC warehouse
* [Inventory] Lot/Serial info not displaying in Inventory History
* [Inventory] Items may only be purchased or manufactured or
Breeder
* [Inventory] Upgrade Script Does Not Set itemloc_ls_id
* [Inventory] Lot/Serial info not displaying in multiple inventory
screens
* [I/M] TW trans allowed for NONE Item Site
* [Manufacture] Disassembly production entries w/ immediate
transfer to warehouse
* [Manufacture] Work Order Explosion does do UOM conversion for
child work orders
* [Products] Selecting to view inventory History displays an
irrelevant date selection dialog
* [Products] When creating a lot/serial registration, SQL error
returned if no account selected
* [P/O] "Average Cost" Posting when Vouchering
* [Sales] Selecting to convert multiple quotes causes the
application to crash
* [Sales] On deleting RA's from the list gives an SQL error
* [Sales] Creating Sales Orders with API view slow on a large
database
* [S/O] Duplicate Shipform names may be entered
* [S/O] Credit Card - Delete Charged SO - No Warning or Credit
* [System] Use QTextBrowser object to define e-mail text body
* [System] Std. Edition gives error boohead error
* [System] Duplicate Characteristics may be entered
* [System] Duplicate Comment Types may be entered.
* [System] Hard Code "mfgadmin" As the Logon User in Updater
* [System] Duplicate users by using New Employee function
* [System] User details not saved while defining employee as User
The beta2 release of xTuple ERP 3.1 is now available for download from SourceForge (PostBooks edition) and the downloads area of xtuple.org (Standard and OpenMFG Editions).
It includes the new Average Costing functionality (in addition to our existing Standard and Actual Costing), multi-company Financial Consolidation, an application-wide expansion of the use of "warehouses" to "Sites" (which can be now be stores, etc. - making the product much more retail-friendly); the ability to reserve Sales Order contents by Location, the addition of full support for Kitting, and much more.
The full Release Notes are below. Please bear in mind that this is beta software- please only use it on a test system. We expect bugs, and would greatly appreciate user feedback. From here on, we'll focus exclusively on bug fixes and performance enhancement. Release Candidate is next.
-------------------
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Beta2
August 28, 2008
==================================
This is the second Beta release of version 3.1.0. Thanks to all our
beta testers who have been sending us valuable feedback! Please keep
up your efforts.
NOTE: For users migrating their databases forward to 3.1.0Beta2, a
new version of the Updater tool is required to complete this upgrade
successfully. All users migrating to 3.1.0Beta2 should download and
use updater2.0.0beta2.
==================================
The following features and bug fixes have been added to the applications
since the release of the first Beta. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [A/P] Made AP checks print in alphabetical order
* [A/R] Added link to Invoice Detail in A/R Open Items and A/R Open Items
by Customer
* [A/R] Changed A/R Workbench menu options to be consistent with A/R Open
Items screen
* [Accounting] Cleaned up layout on A/R Open and A/P Open windows
* [Accounting] Cleaned up layout on Cash Receipt Window
* [Accounting] Cleaned up Credit Memo window
* [Accounting] Made Misc. Voucher Window the same as standard Voucher
window
* [Accounting] Added ability to void AP Credit Memos; also, prevented
users from using voided Credit Memos
* [Accounting] Added regular expression support to Check # field on Check
Register
* [Inventory] Cleaned up Transfer Order window
* [Inventory] Added Warehouse Code to Order select widget and Enter
Receipts screen
* [P/D] Added colors to BOM
* [Products] Added "Only show Items where Actual and Standard Costs are
different" to Item Cost by Class Code display
* [Sales] Added Customer Name to List Pricing Schedule Assignments
* [System] Added the ability to store and run metaSQL queries from the
database
* [System] Created Screen Control widget that allows for "codeless"
screens to be created
Bug Fixes:
* [All] Fixed issue with screens redrawing too slowly
* [All] Fixed search functionality to work in Order cluster
* [All] Fixed problems with api.bomitem view
* [A/P] Prevented deletion of Expense Categories in use
* [A/P] Made formatting functions consistent between database and
application
* [A/P] Fixed issue leading to empty Tax Authority drop down list
* [A/P] Fixed issue leading to error when selecting Vendor Type in
Aging
* [A/P] Improved currency logic to use the selected Bank Account to
determine the open A/P items to be listed and selected on Select Payments
screen
* [A/P] Fixed issue preventing correct receiving of inventory Items
* [A/P] Fixed issue leading to error when selecting to cancel creation
of Misc Credit/Debit Memos
* [A/P] Fixed issue where "error" was displaying as document when
selecting to print an Invoice against which a Cash Deposit was applied
* [A/R] Modified A/R Aging printed report comment to read "base amounts
calculated from document date"
* [A/R] Changed the araging function so now 1) the aropen_amount is
normalized to base Currency using the aropen_docdate and 2) since
aropen_paid was not being normalized, changed it to use aropen_curr_id
and aropen_docdate
* [A/R] Fixed Customer Info Workbench to associate document types
correctly under the A/R History tab
* [A/R] Updated Invoice report to show Cash Receipts received as
payments
* [G/L] Prevented duplicate Sub Account numbers
* [G/L] Prevented duplicate Profit Center Numbers
* [G/L] Enabled multi-currency amounts in GL Series Item
* [Accounting] Fixed error resulting when selecting to enter an
invalid date in Fiscal Year displays
* [Accounting] Prevented users from re-reconciling dates when doing
Bank Reconciliations
* [Accounting] Fixed missing Vendor Number validation on Misc. Check
screen
* [Accounting] Changed A/R Workbench to 1) convert A/R Open Items to
metaSQL and fix any currency conversion problems and 2) change total
Open Items to display total in base Currency for consistency
* [Accounting] Fixed Check Run screen to disable POST CHECK button
after posting a Check
* [Accounting] Added checks for duplicates before saving a Company
segment value
* [Accounting] Fixed cast type error when reprinting Invoices in
PostBooks
* [Accounting] Enforced conversion to base Currency for multi-currency
Debit Memos
* [Accounting] Added Currency symbol to A/R Open Item and A/R
Applications screens
* [Accounting] Enforced dates to be recognized when re-querying AR
Applications screen
* [Accounting] Added check to ensure that at least one period is
selected before generating the Budget table
* [Accounting] Fixed issue leading to error when selecting to create
a Standard Journal
* [Accounting] Added terms due date checks to Misc AP and AR Credit
Memos
* [CRM] Fixed issue preventing the parent window of the CRM Account
screen from closing when CRM Account screen is closed/saved
* [CRM] Removed blank column in Incidents by CRM Account screen
* [CRM] Fixed tab order in Incident screen
* [CRM] Allowed newly-created Customer records to be merged with
existing CRM Accounts; but this is not possible for already-existing
Customer records
* [CRM] Prevented improper incrementing of Incident Numbers
* [CRM] Fixed issue preventing creation of new Incidents
* [CRM] Fixed issue preventing creation of Master Information for
Incidents
* [I/M] Disabled Misc. Adjustment for Breeder Items
* [I/M] Changed function postTransformTrans to delete empty itemloc
records
* [S/R] Added Vendor name to search list at PO Receipt
* [Inventory] Allowed shipping an RA order without requiring the
privilege for maintaining RAs
* [Inventory] Fixed issue leading to error when searching for and
Order at receiving
* [Inventory] Fixed issue preventing users from adding line items
to Transfer Orders when Order number generation is manual
* [Inventory] Fixed query that determines if warranty date is
required
* [Inventory] Fixed issue leading to error when receiving RAs with
only receiving privileges
* [Inventory] Fixed issue leading to error when reassigning
Lot/Serial qty.
* [Inventory] Added posted value option to Expired Inventory report
* [Inventory] Fixed Packing List Batch to print with data and without
error
* [Inventory] Fixed issue where error was received when selecting
Warehouse on Transfer Order screen if number generation method was
configured to be manual
* [Inventory] Fixed issue leading to errors when receiving
non-Inventory items against POs
* [Inventory] Fixed issue leading to error when printing labels by
Invoice
* [Inventory] Fixed issue leading to error when running Summarized
Transaction History
* [W/O] Added regular expression support to W/O History by W/O
screen
* [W/O] Fixed issue preventing setup time flag from clearing when
posting Operations corrections
* [Manufacture] Fixed issue leading to error when printing BOO
* [Manufacture] Fixed issue leading to error when printing Labor
Variance by BOO items screen
* [Manufacture] Updated Lot/Serial assignment screen to display "N/A"
instead of 01/01/1970 if the Item does not expire or has no waranty
* [Products] Fixed issue preventing creation of aliases for
newly-created Items
* [Products] Changed the indented, sequenced, single, and summarized
BOM reports to disable Revision widget until a valid Item is entered
* [Products] Changed Item look up list to use terms "Make" and "Buy"
* [Products] Changed BOO List to work the same as BOM List—namely,
DELETE button is enabled/disabled based on revision control
* [Products] Fixed screen sizing problem on Operations By Work
Center screen
* [Products] Fixed problem where Kit Item Type not enabled unless
Breeder BOMs enabled
* [Products] Fixed BOO so revision date and location are saved
correctly
* [Products] Fixed issue leading to error when selecting a UOM on
the Item master
* [Products] Fixed issue preventing deletion of BOMS for Outside
Process Items
* [Products] Fixed issue leading to error when printing Kit Item
masters
* [Products] Fixed issue preventing addition of Tax Types to new
Items
* [Products] Renamed screen title to correctly specify Registration
Characteristics
* [Products] Disabled Item Lot/Serial information on Registration
screen
* [Products] Strengthened links between CRM, SO, and Shipment to
improve validation of information
* [Products] Fixed Registration screen to not request re-entry of
already known Lot/Serial number
* [P/O] Prevented creation of duplicate Vendor Types
* [P/O] Fixed inconsistent exchange rate information displays on
Item Source screen
* [Purchase] Tightened relationship between Locales and date
formats in the application
* [Purchase] Fixed unnecessary incrementing of P/R# if planned P/O
release is canceled
* [Purchase] Fixed issue leading to error when creating a Purchase
Order if the PO number generation method is manual
* [Reports] Removed depreciated item_invuom field from reports
* [Reports] Changed backlog, bookings, and sales history reports to
normalize prices to base Currency using the Currency Exchange Rate
effective on either the order date (backlog and bookings) or the
invoice date (sales history)
* [S/O] Prevented duplicate Customer Form Assignments
* [S/O] Removed Item joins in selectUninvoicedShipments
* [S/O] Fixed issue leading to conflicts from overlapping SO/Quote
numbers
* [S/O] Changed sequence of populate so that Sale Price is populated
before Net Unit Price and Discount % from Sale calculation
* [S/O] Made sure Characteristics are reset properly when clearing
for new line items on Sales Order
* [Sales] Removed unnecessary request to save Sales Order line items
when no details have been changed
* [Sales] Fixed PackingList-Shipment report to work with Kit Items
* [Sales] Fixed Item list screen to include Kit Items
* [Sales] Fixed wrong usage of function for coitem line numbers in
the PickingListSOLocsNoClosedLines.xml report
* [Sales] Added edit to require at least one line item before you can
save an RA
* [Sales] Added hard edit to disallow receiving more than RA
authorized
* [Sales] Added 2 edits for Credit Memo numbers: 1) cannot be blank
and 2) cannot already be in use
* [Sales] Prevented users from overriding prices on Sales Orders if
they don't have the privilege
* [Sales] Changed Sales Order and Sales Order Item to disable all
widgets when in View mode to preclude unnecessary "Save" message
* [Sales] Fixed issue leading to error when printing Billing Edit
list
* [Sales] Allowed assignment to future Pricing Schedule Assignments;
however, expired schedules are not allowed
* [Sales] Fixed issue preventing creation of RA
* [Sales] Fixed margin calculation on Quote screen to handle multiple
Currencies correctly
* [Sales] Fixed issue preventing editing of Sales Order line items
* [Sales] Fixed overly detailed price precision on Summarized Backlog
by Warehouse screen
* [Sales] Fixed issue leading to error when printing Sales Order form
* [Sales] Removed the duplicate unique constraint on the ipsitem table
* [Sales] Improved multi-currency support in Sales Analysis reports
* [M/S] Prevented duplicate Warehouse Calendar Exceptions
* [M/S] Fixed issue leading to error when changing qty. at Firm
Planned Order
* [Schedule] Prevented Planned Orders for inactive Items
* [System] Required username and password on User Information screen
* [System] Fixed problem with tool bar positions not being remembered
properly
* [System] Fixed issue leading to error when canceling a Quote if
number-generation method is set to manual
* [System] Enforced use of default values for Event fence days
==================================
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Beta
August 08, 2008 (i.e., 08/08/08)
==================================
This is the Beta release of version 3.1.0. Thanks to all in the
community who contributed valuable patches and feedback during the
Alpha cycle! Please keep up the effort on this Beta. We are eager
to hear from as many of you as possible.
In addition to the functionality highlighted for special testing
in the 3.1.0Alpha Release Notes, we are also interested in feedback
on the following feature which appears for the first time in this
Beta release:
Kit Item Type
* Full spec:
Once again, here are the areas of new functionality we added for
the Alpha release. If you have not tested these new features
yet, please do so and send us any feedback you have:
Multi-Company Financial Consolidation
* Full spec:
Average Costing
* Full spec:
Package Manager
* Full spec:
* NOTE: Must use the 2.0.0Beta updater, not the old 1.0/1.1 updater
Sales Order Reservations by Location
* Full spec:
Purchase of Manufactured Items
* Manufactured Items may now be purchased
==================================
The following features and bug fixes have been added to the applications
since the release of version 3.0.1Alpha. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [Accounting] Created API view for Incident
* [Purchase] Created API view for Vendor
* [Sales] Create Kit Item Type
* [System] Added support for Site (i.e, Warehouse) level security
Bug Fixes:
* [A/P] Fixed issue with Document Numbers not displaying in the Billing
Selections screen
* [A/P] Fixed error received when vouchering a PO having a Return
* [A/P] Renamed columns in Expense Categories selection window to have
correct values
* [A/P] Fixed issue with Check Numbers not incrementing correctly when
creating new miscellaneous Checks
* [A/P] Added drill-down detail in G/L Transaction screen for
miscellaneous distributions entered on Vouchers
* [A/R] Added $0 invoices to Customer History screen
* [Accounting] Enabled billing Terms to remain with Document records
even after Terms themselves are disabled at master information level
* [Accounting] Removed text box displaying Check Number on Prepare Check
Run screen because it enabled duplicate Check Numbers and was unnecessary
* [Accounting] Enabled entry of negative miscellaneous distributions on
Cash Receipt screen
* [Accounting] Fixed screen resizing problem on Check Register screen
* [Accounting] Fixed issue preventing issuance of Credit Memos for P/O
Returns
* [CRM] Fixed issue where CRM Addresses were not being handled correctly
if shared by more than one CRM Account Contact
* [CRM] Enabled Customer to be merged with existing CRM Account
* [CRM] Fixed CRM Account fill list so pre-existing CRM Account Numbers
are recognized better
* [I/M] Disabled DISTRIBUTE button on inventory distribution screen
unless a line item is selected for distribution first
* [S/R] Fixed issue where $ value was not saved when editing RMA Line
Items
* [Inventory] Fixed issue leading to error when printing Packing List
from Summarized Backlog screen
* [Inventory] Fixed error received when reassigning Lot/Serial quantity
* [Inventory] Fixed screen resizing issue on Slow Moving Inventory By
Class Code screen
* [Inventory] Fixed screen resizing issue on Substitute Availability By
Item screen
* [Inventory] Moved data which was displaying in wrong columns on Enter
PO Receipt screen
* [Inventory] Fixed issue with Unbalanced QOH utility not working
properly
* [Inventory] Changed Packing List print screen to accept SO and TO in
same widget
* [Inventory] Fixed issue preventing reassignment of Lot/Serial qty. for
Item Site changed from regular control method to Lot control method
* [Inventory] Added timestamp for relocate Inventory transactions
* [Inventory] Added timestamp for Site Transfer transactions
* [Inventory] Fixed issue leading to error when posting Count Tags
* [Inventory] Updated Item Site to show "None" as disabled control method
for Reference and Job Item Types
* [Inventory] Changed External Shipping maintenance screen to look, feel,
and work like other screens
* [Inventory] Allowed Location to be selected from list when default is
checked and MLC is not on Item Site screen
* [Inventory] Fixed ability to view document number for Inventory
transfers in Inventory history screens
* [Inventory] Fixed combo boxes so data available for selection on Transit
Site masters
* [Manufacture] Fixed issue where some materials were not being issued to
Work Orders
* [Manufacture] Fixed issue leading to error when correcting Operations
posting
* [Manufacture] Fixed issue causing qty. values not to be updated
correctly when posting Operations corrections
* [Products] Fixed PRINT button on View Costing Detail screen
* [Products] Fixed screen resizing issue on Standard Operations By Work
Center screen
* [Products] Fixed multiple Product reports which were printing with no
data
* [Products] Updated SO Item screen to update Price UOM whenever Qty.
UOM is changed
* [Purchase] Fixed issue leading to error when adding Item Source Price
for "make" Items
* [Purchase] Fixed misnamed column header in PO Item displays
* [Purchase] Updated Voucher due date calculation for proximo terms to
be based on Invoice Date instead of system date
* [Sales] Updated Billing Selections screen to perform subtotaling using
correct input values
* [Sales] Fixed issue leading to error when selecting "X" button in the
empty Sales Order screen
* [Sales] Included Misc. Invoice items in tax calculation on Summarized
Taxable Sales report
* [Sales] Fixed issue leading to error when selecting to create a Quote
using a Prospect as a Customer
* [Sales] Fixed issue preventing display and saving of Characteristics on
Quote Item screen
* [Sales] Fixed RMA numbers to increment correctly
* [Sales] Fixed screen resizing problem on Customer Information Workbench
* [System] Moved several security privileges from Sales Module to
Accounting Module, including MaintainTerms, PostARDocuments, and
PrintInvoices
* [System] Standardized all stock reports to use only Arial or Helvetica
fonts
* [System] Removed duplicate EnableBatchManager values in PostBooks
metric table
==================================
Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.1.0Alpha
July 25, 2008
==================================
This is the Alpha release of version 3.1.0. We are especially eager
to hear feedback from alpha testers on the following new areas of
functionality:
Multi-Company Financial Consolidation
* Full spec:
Average Costing
* Full spec:
Package Manager
* Full spec:
Sales Order Reservations by Location
* Full spec:
Purchase of Manufactured Items
* Manufactured Items may now be purchased
Warehouse Changed to "Site"
* Makes solution more accessible for retailers and other types of
businesses
* Use new "Site Types" to define Sites as Store, Warehouse, etc.
==================================
The following features and bug fixes have been added to the applications
since the release of version 3.0.1. Additional detail for each item
listed below may be found on our community website (www.xtuple.org).
Simply go to the Issue Tracker and select the Changelog option.
New Features:
* [All] Disallow users from using wrong GUI version on database
* [All] Database API View "api.itemsite" and itemsite_freeze column
* [Accounting] Spell out A/E/L/Q/R and show sub-type in COA display
* [Accounting] Display Sub-Acct Code & Sub-Acct Code Description in
display of ACCOUNTING - ACCOUNT - CHRT ACCTS
* [Accounting] Add additional parameters to the Check Register
* [Accounting] Add ability to have the default billing date the
current date
* [Accounting] Create API view for Cash Receipt
* [Accounting] Create an API view for Incident
* [Accounting] Print Credit Card Receipts
* [Accounting] Multi-Database Financial Report Engine Consolidation
* [A/R] POST button needed on Cash Receipt
* [CRM] Add button/link from right click on To-Do list to customer
workbench (if applicable)
* [CRM] The system shall allow revenue to be reconciled, and
disputed
* [CRM] Add middle initial and suffix to contact
* [Inventory] Allow sales reservations to be made at the location
level
* [Inventory] Add average costing as a cost method
* [Inventory] Create API view for Site (Warehouse)
* [Products] Transformations between Manufactured Type Item and
Job Type Item
* [Purchase] Permit Purchase of Manufactured Items
* [Sales] Add information about To-Do data to customer workbench
* [Sales] Add Customer Type API view
* [Sales] Add the ability to print a customer statement from the
Customer Information Workbench
* [Sales] Add columns to Summarized Backlog
* [Sales] Create API view for Sales History
* [Schedule] Allow planned work orders to be changed to planned
purchase orders and vice versa
* [System] Change "Warehouse" nomenclature to "Site"
* [System] Allow access to Hotkeys independent of preferences
* [System] Event Created When Database Log Generated
Bug Fixes:
* [All] api.itemsrc and api.itemscrp View Rules Attached
* [Accounting] Changing the company code does not change chart of
accounts
* [Accounting] List views center align "Category" column. Should
be Left Justified
* [Accounting] Funds Type no longer includes credit card in Cash
Receipts
* [Accounting] Can't edit Misc Checks after creation
* [A/R] Customer History incomplete
* [A/R] Araging function is miscalculating the formatted current
amount
* [G/L] Duplicate Company Numbers are Possible
* [Inventory] Serial number quantities show total for the location
when distributing
* [Inventory] 8.3 typecast error
* [Inventory] Serialized items can not receive qty greater than 2
at a time
* [Inventory] Job and reference items allowed in Inv Trans lookups
* [Inventory] Update Lead Time functionality doesn't work
* [Inventory] Document number does not show up in inventory
transaction screen
* [Inventory] Cannot distribute qtys from MLC warehouse
* [Inventory] Lot/Serial info not displaying in Inventory History
* [Inventory] Items may only be purchased or manufactured or
Breeder
* [Inventory] Upgrade Script Does Not Set itemloc_ls_id
* [Inventory] Lot/Serial info not displaying in multiple inventory
screens
* [I/M] TW trans allowed for NONE Item Site
* [Manufacture] Disassembly production entries w/ immediate
transfer to warehouse
* [Manufacture] Work Order Explosion does do UOM conversion for
child work orders
* [Products] Selecting to view inventory History displays an
irrelevant date selection dialog
* [Products] When creating a lot/serial registration, SQL error
returned if no account selected
* [P/O] "Average Cost" Posting when Vouchering
* [Sales] Selecting to convert multiple quotes causes the
application to crash
* [Sales] On deleting RA's from the list gives an SQL error
* [Sales] Creating Sales Orders with API view slow on a large
database
* [S/O] Duplicate Shipform names may be entered
* [S/O] Credit Card - Delete Charged SO - No Warning or Credit
* [System] Use QTextBrowser object to define e-mail text body
* [System] Std. Edition gives error boohead error
* [System] Duplicate Characteristics may be entered
* [System] Duplicate Comment Types may be entered.
* [System] Hard Code "mfgadmin" As the Logon User in Updater
* [System] Duplicate users by using New Employee function
* [System] User details not saved while defining employee as User
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