Fishbowl Advanced
Release Notes: Difference between revisions

Release Notes: Difference between revisions

From Fishbowl Advanced
(Undo revision 3615 by NC (talk))
Tag: Undo
Line 14: Line 14:
** Improved Fishbowl Payments enrollment flow for Fishbowl users with an active legacy gateway connection
** Improved Fishbowl Payments enrollment flow for Fishbowl users with an active legacy gateway connection
** ACH Transactions now available with Fishbowl Payments
** ACH Transactions now available with Fishbowl Payments
==New Features - 2023.2==
==New Features - 2023.2==
* Pick Ticket: Added an option to combine like items. Multiple rows with the same part number and locations will be combined into one item.
* Pick Ticket: Added an option to combine like items. Multiple rows with the same part number and locations will be combined into one item.
Line 22: Line 20:
** Batch Packing List
** Batch Packing List
** Tag Barcodes One Off / Avery
** Tag Barcodes One Off / Avery
*Packing List: Added an option to show totals on the quantity columns. Item columns on Transfer Order shipments can now hide/show.
*Dormant Customers Report: This report has been redesigned to make it more intuitive and more functional.


==Fixes - 2023.2==
==Fixes - 2023.2==

Revision as of 12:29, 6 February 2023

This page lists recent changes made in Fishbowl Advanced as well as download links for the currently supported versions.


Scheduled for FEB 9, 2023 - Advanced 2023.2

Highlights - 2023.2

  • New Fishbowl Payments product in Fishbowl (rebranded from Stax Pay to Fishbowl Payments)
    • Added a Dashboard tab in the Payment Gateway module
      • Fishbowl Payments product messaging and sign-up links for non-Fishbowl Payments users
      • Embedded Fishbowl Payments portal for Fishbowl Payments users
    • Added a Settings tab in the Payment Gateway module for Fishbowl Payments users
    • Improved Fishbowl Payments enrollment flow for Fishbowl users with an active legacy gateway connection
    • ACH Transactions now available with Fishbowl Payments

New Features - 2023.2

  • Pick Ticket: Added an option to combine like items. Multiple rows with the same part number and locations will be combined into one item.
  • Several reports have been modified to allow them to be run in the Schedule module
    • Batch Pick Ticket
    • Batch Packing List
    • Tag Barcodes One Off / Avery
  • Packing List: Added an option to show totals on the quantity columns. Item columns on Transfer Order shipments can now hide/show.
  • Dormant Customers Report: This report has been redesigned to make it more intuitive and more functional.

Fixes - 2023.2

Example

  • Resolved: Example

​

JAN 12, 2023 - Advanced 2023.1

Download - 2023.1

Highlights - 2023.1

New Features - 2023.1

  • Report updates
    • Shipment History Report - Added the option to display the Ship Number instead of the SO/PO/TO number. This is to help differentiate split shipments.
    • Inventory Shipment Summary - Added a new optional column for Customer PO# and one for Product Description. Added the ability to modify the report title. The footer will now disappear when "Format Report For Exporting" is selected.
    • Customer Purchase History - Added a new optional column for Customer PO#. Changed orientation to landscape to better fit all the data.

Fixes - 2023.1

Discounts

  • Resolved: Discount module not loading properly in Australian and Canadian databases

Schedule

  • Resolved: Custom fields not displaying properly when a report is run through the Schedule module

Mac Client

  • Resolved: Fishbowl Client for Mac not saving or loading the layout settings (client size and position)

Database Changes

  • Added so.paymentLink
  • Added a new type (Import Gateway Payments) to the fbscheduleactiontype table.


DEC 8, 2022 - Advanced 2022.12

Download - 2022.12
Highlights - 2022.12
  • Added the Sales Order Summary Export report.
    • This new report includes all the great features of the Sales Order Summary report, but in a wide format that exports nicely to Excel.
    • The report has additional columns for Ordered Qty, Shipped Qty, and Remaining Qty. These are in addition to the Ordered Price, Shipped Price, and Remaining Price fields.
    • The report can be saved in CSV, XLS, or various other formats by clicking the Save Button.png Save button in the Icon.Reports.png Reports module.
    • The exported report file can also be automated and emailed in the Icon.Schedule.png Schedule module.
  • Enhanced the Stax Pay enrollment process by automating more populated data on the payments application.
  • Added Stax Pay status updates inside Fishbowl so users can track account and underwriting statuses throughout the enrollment process.
  • Added Stax Pay Card on File functionality. Fishbowl users can save tokenized cards on file for their customers with Stax Pay.
New Features - 2022.12
Fixes - 2022.12

Web Connection

  • Resolved: Web connection memory inefficient. Slowness in large objects like reports.

CSV Import

  • Resolved: CSV file extensions are case sensitive. Will only import when lower case.
  • Resolved: Instructions for the configuration sort order field for BOM & BOM Details imports were unclear.

Reports

  • Resolved: Work Order Traveler - Used and Scrapped columns not hiding upon unchecking boxes.

User

  • Resolved: Specific phone numbers on the user record were throwing an error.

Manufacture Order

  • Resolved: During the finish process, when a quantity and/or money type tracking value is selected with the magnifying glass, both fields populate as 0.

Xero

  • Resolved: Negative payments were causing an error during export to Xero. Negative payments are no longer possible when connected to Xero and will be met with an error message when attempted.

Database Changes

  • walletpayment table was renamed to cardonfile
  • sysproperties.sysKey (2 changes)
    • UseWallets -> UseCardOnFile
    • ShowWalletCvv -> ShowCardOnFileCvv
  • paymenttype.name (1 change)
    • Wallet -> Card on File
  • useraccess.moduleName (1 change)
    • Customer-Wallet -> Customer-Card on File


NOV 10, 2022 - Advanced 2022.11

Download - 2022.11
Highlights - 2022.11
Fixes - 2022.11

Avalara

  • Resolved: No error when shipping an Avalara order when a required tax rate is missing

Client

  • Resolved: Client to Client messenger not sending messages

Pricing Rules

  • Resolved: Creating a new pricing rule not populating the date created

QuickBooks Online

  • Resolved: Currency export errors when Drop Shipping

Sales Order

  • Resolved: Clicking Back during custom work order wizard on a Sales Order causes the wizard to stop working
  • Resolved: Adding a Build to Order BOM to a Sales Order not allowing the wizard to finish
  • Resolved: Clicking Back during add item wizard for a Kit containing build to order BOM's on a Sales Order causes the wizard to stop working
  • Resolved: Navigation issues with the Add Item wizard

Transfer Order

  • Resolved: "Unable to save location to database" error caused by issues with the Transit location

Reports

  • Resolved: PO Report order field data defaults to the first PO created in the system and does not update upon changing the data in the PO module.


OCT 13, 2022 - Advanced 2022.10

Download - 2022.10
Highlights - 2022.10
New Features - 2022.10
Fixes - 2022.10

Picking

  • Resolved: Insufficient quantity error when picking decimal quantities from a UOM conversion with date or text tracking.
  • Resolved: UOM conversion issue during picking causing database problems.

Manufacture Order

  • Resolved: Custom bill of materials + button not functional. It has been removed.

Reports

  • Resolved: Product Catalog V2 replacing original Product Catalog in new databases.

Mac Client

  • Resolved: Command-Q keyboard shortcut not logging the user out.

CSV Import

  • Resolved: Currency ID not importing with Purchase Order CSV Import.

Receiving

  • Resolved: Receiving details load slowly in some circumstances.

Part

  • Resolved: Part creation erroring due to not having a "returning as" part associated even for types other than "Outsource".


SEP 8, 2022 - Advanced 2022.9

Download - 2022.9
Highlights - 2022.9
New Features - 2022.9
Fixes - 2022.9

Sales Order

  • Resolved: Variable kit items with associated build-to-order BOMs are not creating Work Orders when added to a Sales Order in some instances.

Database Changes

  • Increased column sysValue to VARCHAR(3072) on the SysProperties table


AUG 11, 2022 - Advanced 2022.8

Download - 2022.8
Highlights - 2022.8
  • Functionality has been added to better allow for the organization of the Modify Report window. Additional tabs can now be added, along with grouping and sorting inside of each tab. We’ve also made it possible for the displaying of tooltips for each setting within the tabs. Select reports have been updated to make use of this new functionality (SO Report, Customer Purchase History, & Part Activity Report). Additional reports will be updated in the coming months.
  • The Sales Order Report now has the ability to modify all field titles.
New Features - 2022.8
Fixes - 2022.8

Class

  • Resolved: Creating a new class freezing the client or giving an error but still creating the class depending on client connection type

CSV

  • Resolved: Mismatched error message when trying to update part UOMs with the Part UOM CSV import

Product

  • Resolved: Adding products to a product tree caused the client to freeze when using the non-web connection

Receiving

  • Resolved: Blank error when receiving an order with two parts and only entering a ref # on the first item

REST API

  • Resolved: Missing information on Import data via JSON curl example
  • Resolved: Null error when using the MO Create call when the user does not have a default location group and does not specify a location group in the request

Sales Order

  • Resolved: Kit pricing becoming incorrect when changing the customer on the order

Server

  • Resolved: Logging out API users not logging out the API users

Database Changes

  • Removed Substitute product links from kits on the KITITEM table


JUL 14, 2022 - Advanced 2022.7

Download - 2022.7
Highlights - 2022.7
  • [[Template:REST API|The web connection Client functionality is now available to all users]]
  • [[Template:REST API|New Fishbowl installs now use the web connection by default]]
New Features - 2022.7
Fixes - 2022.7

CSV

  • Updated Bill of Materials and Bill of Materials Details CSV instruction to remove Work Order as a BOM Item Type

Checkout

  • Resolved: Advanced search default filters not saving

Database Rebuild

  • The PARTCOST table is now cleared out on rebuild

Inventory

  • Resolved: Blank WO column storing last WO hyperlink value

Part

  • Resolved: UOM conversion error when changing a parts UOM when it has an associated with a bill of materials

Purchase Order

  • Resolved: Alert Notes not being displayed when adding parts via the + button

QuickBooks Online

  • Resolved: Initial connection null error

REST API

  • Resolved: Create PO call causing an error when a location group is not specified

Shipping

  • Resolved: Weight showing 0 when the product UOM doesn’t have a conversion set for the default weight UOM

Web Connection

  • Resolved: Report errors when using the web connection
  • Resolved: Xero accounts not being auto selected when they already exist
  • Resolved: QBO accounts not being auto selected when they already exist
  • Resolved: Company module displaying blank information
  • Resolved: Find Fishbowl Servers magnifying glass returning a blank result

Work Order

  • Resolved: Assigned users not saving when being set by right clicking on a Work Order


JUN 9, 2022 - Advanced 2022.6

Download - 2022.6
Highlights - 2022.6
Fixes - 2022.6

Checkout

  • Resolved: Selecting an order tax rate being required for international customers

Consignment

  • Resolved: Auto Replenish being unable to finish

Database Rebuild Tool

  • Resolved: Memo's not being cleared out on rebuild
  • Resolved: Costing layers not being cleared out on rebuild

Picking

  • Resolved: UOM conversion issue when voiding the pick for a Work Order
  • Resolved: Slot numbering issues when adding additional picks to an existing group pick

Purchase Order

  • Resolved: Null error running the Auto PO with an empty summary page
  • Resolved: Outsourced Returning As UOM conversion error in receiving

Receiving

  • Resolved: Item receiving user rights erroring when receiving tracked items

REST API

  • Resolved: Address creation issues when creating Purchase Orders

Sales Order

  • Resolved: Incorrect salesman displayed after creating a new user

Shipping

  • Resolved: Fixed column width not saving after logging out

Vendor

  • Updated the example databases vendor costing rules names to match functionality

Work Order

  • Resolved: Error when saving a Work Order after removing the class selection


MAY 19, 2022 - Advanced 2022.5

Download - 2022.5
Highlights - 2022.5
Fixes - 2022.5

Database Update

  • Resolved: Update issues related to removing UPS Ready


APR 22, 2022 - Advanced 2022.4.1

Download - 2022.4.1
Highlights - 2022.4.1
  • Updated Fishbowl to account for a Java remote code execution vulnerability
Fixes - 2022.4.1

Fishbowl Advanced Mobile

  • Resolved: Unable to Pack a shipment

Picking

  • Resolved: Unable to void picks that were finished prior to the update to 2022.4

Database Changes

  • Removed DCOPTIONS table
  • Removed PACKAGETYPES table
  • Removed PACKAGETYPEID column from SHIPCARTON table
  • Removed DELIVERYCONFIRMATIONID column from SHIPCARTON table


APR 14, 2022 - Advanced 2022.4

Download - 2022.4
Highlights - 2022.4
New Features - 2022.4
Fixes - 2022.4

API

  • Updated password hash change on Java and C# code samples

Bill of Materials

  • Resolved: Module options are available to all regardless of user right settings

Clover Connect

  • Resolved: Wallets disappearing on update
  • Additional name updates for Clover Connect rebrand

CSV

  • Resolved: Import errors on Part Product and Vendor Pricing import when tracking columns are missing
  • Resolved: "Column 'consumptionRate' cannot be null" error when importing the Part CSV

License

  • Removed "ExpressTech" from license agreements

Mac Version

  • Resolved: MySQL port defaulting to 3306 when creating a new database

Database Changes

  • Removed SHIPUPSCARTONDETAILS table
  • Removed SHIPUPSCARTONDETAILS_AUD table
  • Removed SHIPUPSDETAILS table
  • Removed SHIPUPSDETAILS_AUD table
  • Removed UPSACCOUNT table
  • Removed UPSACCOUNT_AUD table
  • Removed UPSCOD table
  • Removed UPSPAYMENTTYPE table
  • Removed UPSRETURNSHIPMENT table
  • Removed UPSRETURNSHIPMENT_AUD table
  • Removed column UPS from the COUNTRYCONST table


MAR 10, 2022 - Advanced 2022.3

Download - 2022.3
Highlights - 2022.3
New Features - 2022.3
Fixes - 2022.3

API

  • Updated the REST documentation for logging out

Client

  • Resolved: Client auto update not including all required files

Server

  • Optimized server startup when connection to Fishbowl's online services are interrupted


Database Changes

  • Removed the READONLY column from the BISCRIPT table
  • Updated OUTSOURCEDPARTNUMBER and OUTSOURCEDPARTDESCRIPTION on the POITEM table to be empty strings instead of null


FEB 15, 2022 - Advanced 2022.2.1

Download - 2022.2.1
Fixes - 2022.2
  • Resolved: Client Auto Update running for plugins causing the client to become inoperable


FEB 10, 2022 - Advanced 2022.2

Download - 2022.2
Highlights - 2022.2
New Features - 2022.2
Fixes - 2022.2

Accounting Exports

  • Resolved: "The total debits must equal total credits" export error due to rounding differences (AU)

CSV

  • Resolved: Sales Order Details CSV failing due to no data being provided to a required custom field with the "Create an access right to restrict the modification of this field" custom field option enabled
  • Resolved: Sales Order CSV failing due to no data being provided to a required custom field with the "Create an access right to restrict the modification of this field" custom field option enabled

Part

  • Resolved: Cost discrepancy caused by voiding a shipment and reconciling a purchase order

Picking

  • Resolved: Order Link Section sizing to small and cutting off text
  • Resolved: Unit of Measure conversions causing quantity discrepancies when picking from multiple locations

QBO

  • Resolved: Export errors due to duplicate tax rates (Canada)

Sales Order

  • Resolved: Amounts not be classified as negative when currency uses a trailing negative sign

Xero

  • Resolved: Vendor street address pulling the company address instead of the vendors address


JAN 13, 2022 - Advanced 2022.1

Download - 2022.1
Highlights - 2022.1
New Features - 2022.1
Fixes - 2022.1

CSV

  • Resolved: Incorrect column header in the Customer Parts CSV. (Previously listed as "CustomerLastPartPrice")

Dashboard

  • Resolved: Client login being slowed down due to the Dashboard loading as a saved tab

Email Settings

  • Resolved: Using "Sign in with Google" while also having data in the Username and Password fields causes emails to fail to send

Sales Order

  • Resolved: Right-click and Issue ignored the "Issue Sales Orders" module option when manager approval would be needed
Retrieved from "https://fishbowlhelp.com/a/index.php?title=Release_Notes&oldid=3617"