Release Notes: Difference between revisions
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* Sales Order | * Sales Order | ||
** Resolved: Currency Conversion error when changing the customer on a Sales Order | ** Resolved: Currency Conversion error when changing the customer on a Sales Order | ||
** Resolved: Sales Order Item type drop down showing incorrect options for certain line item | ** Resolved: Sales Order Item type drop down showing incorrect options for certain line item type | ||
*Reports: | |||
**Resolved: Inventory Availability report not matching the Inventory module due to Drop-ship orders | |||
* Reports: | |||
** Resolved: Inventory Availability report not matching the Inventory module due to | |||
* ShipExpress: | * ShipExpress: | ||
** Resolved: USPS Ground Advantage not showing as a mapping option | **Resolved: USPS Ground Advantage not showing as a mapping option | ||
{{Released|2023.6|06|08|23}} | {{Released|2023.6|06|08|23}} | ||
== Features - 2023.6 == | ==Features - 2023.6== | ||
* Improvements to the QuickBooks Online connection. | * Improvements to the QuickBooks Online connection. | ||
==Fixes - 2023.6== | ==Fixes - 2023.6== | ||
'''Purchase Order''' | '''Purchase Order''' | ||
* Resolved: Part cost not updating when switching to a Vendor with a different currency. | *Resolved: Part cost not updating when switching to a Vendor with a different currency. | ||
== Other Changes == | ==Other Changes== | ||
* Contract status alerts have been reworded throughout the system. | *Contract status alerts have been reworded throughout the system. | ||
{{HideReleased|2023.5|05|18|23}} | {{HideReleased|2023.5|05|18|23}} | ||
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'''Fishbowl Payments''' | '''Fishbowl Payments''' | ||
* Resolved: Declined payments are being imported into Fishbowl when using a payment link. | *Resolved: Declined payments are being imported into Fishbowl when using a payment link. | ||
* Resolved: Avalara estimated tax not being included in payment total when using a payment link. | *Resolved: Avalara estimated tax not being included in payment total when using a payment link. | ||
{{HideReleased|2023.4.1|04|14|23}} | {{HideReleased|2023.4.1|04|14|23}} | ||
{{HideH2|Highlights - 2023.4.1}} | {{HideH2|Highlights - 2023.4.1}} | ||
* [[Start_Fishbowl#Change_license_key_after_Fishbowl_is_installed|Active license keys are now permanent]]. New keys will no longer be required each year. Must be on version 2023.1 or later. | *[[Start_Fishbowl#Change_license_key_after_Fishbowl_is_installed|Active license keys are now permanent]]. New keys will no longer be required each year. Must be on version 2023.1 or later. | ||
* All license keys now include access to [[Fishbowl Checkout]]. | *All license keys now include access to [[Fishbowl Checkout]]. | ||
{{HideH2|New Features - 2023.4.1}} | {{HideH2|New Features - 2023.4.1}} | ||
* The Fishbowl GO plugin and applicable access rights have been updated to reflect the renaming of the mobile application to [[Fishbowl Advanced Mobile]]. | *The Fishbowl GO plugin and applicable access rights have been updated to reflect the renaming of the mobile application to [[Fishbowl Advanced Mobile]]. | ||
* [[BI Report#Part QR Code Label|Part QR Code Label]] now includes vertical alignment options for individual fields. | *[[BI Report#Part QR Code Label|Part QR Code Label]] now includes vertical alignment options for individual fields. | ||
* The Fishbowl Drive plugin has been renamed to [[File Storage]]. | *The Fishbowl Drive plugin has been renamed to [[File Storage]]. | ||
* Custom footer text can now be hidden on the [[Advanced Reports#Sales Order Report|Sales Order Report]] and [[Advanced Reports#Shipping Invoice|Shipping Invoice]]. | *Custom footer text can now be hidden on the [[Advanced Reports#Sales Order Report|Sales Order Report]] and [[Advanced Reports#Shipping Invoice|Shipping Invoice]]. | ||
{{HideH2|Fixes - 2023.4.1}} | {{HideH2|Fixes - 2023.4.1}} | ||
'''Payments''' | '''Payments''' | ||
* Resolved: ACH type payment methods not available for use if not integrated with Fishbowl Payments. | *Resolved: ACH type payment methods not available for use if not integrated with Fishbowl Payments. | ||
'''CSV Imports''' | '''CSV Imports''' | ||
* Resolved: PPVP and Part CSV imports throw an error when attempting to import cost values prefixed with the Pound symbol (Canada/International databases only). | *Resolved: PPVP and Part CSV imports throw an error when attempting to import cost values prefixed with the Pound symbol (Canada/International databases only). | ||
'''Reports''' | '''Reports''' | ||
* Resolved: Item History Report does not account for inventory added during the Part Creation wizard. | *Resolved: Item History Report does not account for inventory added during the Part Creation wizard. | ||
* Resolved: Batch Packing List by Date - Columns do not hide/show according to selected options. | *Resolved: Batch Packing List by Date - Columns do not hide/show according to selected options. | ||
'''Schedule Module''' | '''Schedule Module''' | ||
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'''Client Login''' | '''Client Login''' | ||
* Resolved: Client presents a white screen and freezes upon login when "Use Web Connection" is unchecked and a web port is entered. | *Resolved: Client presents a white screen and freezes upon login when "Use Web Connection" is unchecked and a web port is entered. | ||
'''Settings''' | '''Settings''' | ||
* Resolved: Changing a country abbreviation causes a "Duplicate Country Found" error. | *Resolved: Changing a country abbreviation causes a "Duplicate Country Found" error. | ||
'''Sales Order''' | '''Sales Order''' | ||
* Resolved: Canceling a sales order after picking the second line item leaves an open shipment and inventory remains committed. | *Resolved: Canceling a sales order after picking the second line item leaves an open shipment and inventory remains committed. | ||
{{HideReleased|2023.3|03|09|23}} | {{HideReleased|2023.3|03|09|23}} | ||
{{HideH2|Highlights - 2023.3}} | {{HideH2|Highlights - 2023.3}} | ||
* New [[Advanced_Reports#Purchase_Order_Summary_Export|Purchase Order Summary Export]]. This new report that displays the same content as the '''Purchase Order Summary''' report, but it's formatted in column/row style for a better experience when exporting as CSV or XLS. The report also includes the option to display and filter by custom fields from the PO and PO items. | *New [[Advanced_Reports#Purchase_Order_Summary_Export|Purchase Order Summary Export]]. This new report that displays the same content as the '''Purchase Order Summary''' report, but it's formatted in column/row style for a better experience when exporting as CSV or XLS. The report also includes the option to display and filter by custom fields from the PO and PO items. | ||
* [[Advanced_Reports#Shipping_Invoice|Shipping Invoice]] now includes a Pay Online button for Fishbowl Payments users. | *[[Advanced_Reports#Shipping_Invoice|Shipping Invoice]] now includes a Pay Online button for Fishbowl Payments users. | ||
{{HideH2|New Features - 2023.3}} | {{HideH2|New Features - 2023.3}} | ||
* [[Advanced_Reports#Asset_Valuation_By_Account|'''Asset Valuation by Account''' report]] now includes a date selector. When a date in the past is chosen, cost values will be displayed as of that date. | *[[Advanced_Reports#Asset_Valuation_By_Account|'''Asset Valuation by Account''' report]] now includes a date selector. When a date in the past is chosen, cost values will be displayed as of that date. | ||
* [[Part#Create_a_tracking_method|GS1 codes]] (application identifiers) are now pre-populated for Lot Number(10), Expiration Date(17), and Serial Number(21). The values can still be edited. | *[[Part#Create_a_tracking_method|GS1 codes]] (application identifiers) are now pre-populated for Lot Number(10), Expiration Date(17), and Serial Number(21). The values can still be edited. | ||
* [[Advanced_Reports#Work_Order_Consumption|'''Work Order Consumption''' report]] has been reformatted for a better experience when exporting as CSV or XLS. Users can now opt to group the report by WO# or Part#. | *[[Advanced_Reports#Work_Order_Consumption|'''Work Order Consumption''' report]] has been reformatted for a better experience when exporting as CSV or XLS. Users can now opt to group the report by WO# or Part#. | ||
* Dropdown menus and text fields throughout the application have been given a slight facelift with new arrows and inset text. | *Dropdown menus and text fields throughout the application have been given a slight facelift with new arrows and inset text. | ||
* A new [[Access_Rights#Work_Order|user access right]], "Allow finished good quantity to exceed original quantity," on MOs and WOs. The quantity can still be reduced when this new access right is not given. | *A new [[Access_Rights#Work_Order|user access right]], "Allow finished good quantity to exceed original quantity," on MOs and WOs. The quantity can still be reduced when this new access right is not given. | ||
* [[BI_Report#Part_QR_Code_Label|Part QR Code Label]] now includes an optional custom text field that will print on every label. | *[[BI_Report#Part_QR_Code_Label|Part QR Code Label]] now includes an optional custom text field that will print on every label. | ||
* Added a new column to display Item Type on the [[Advanced_Reports#Sales_Order_Summary Export|Sales Order Summary Export]]. The report can now also be filtered by Item Type. | *Added a new column to display Item Type on the [[Advanced_Reports#Sales_Order_Summary Export|Sales Order Summary Export]]. The report can now also be filtered by Item Type. | ||
* [[Advanced_Reports#Sales_By_Month|'''Sales By Month''' report]] now includes options to include/exclude all item types. | * [[Advanced_Reports#Sales_By_Month|'''Sales By Month''' report]] now includes options to include/exclude all item types. | ||
{{HideH2|Fixes - 2023.3}} | {{HideH2|Fixes - 2023.3}} | ||
'''Fishbowl Advanced Mobile (formerly Fishbowl GO)''' | '''Fishbowl Advanced Mobile (formerly Fishbowl GO)''' | ||
* Resolved: Error when trying to print a packing list from the mobile app. | *Resolved: Error when trying to print a packing list from the mobile app. | ||
'''Payments''' | '''Payments''' | ||
* Resolved: "Other" payment type produces an error when used on a payment. | *Resolved: "Other" payment type produces an error when used on a payment. | ||
'''Reports''' | '''Reports''' | ||
* Resolved: Production Yield Report won't show split batch total quantities. | *Resolved: Production Yield Report won't show split batch total quantities. | ||
* Resolved: Shipping Invoice - Tax shown as $0 when total is a net negative. Negative values are now displayed correctly. | *Resolved: Shipping Invoice - Tax shown as $0 when total is a net negative. Negative values are now displayed correctly. | ||
* Resolved: Shipping Invoice - HTML formatting not reading properly in the custom footer text field. | * Resolved: Shipping Invoice - HTML formatting not reading properly in the custom footer text field. | ||
* Resolved: Packing List - Carton layout not presenting for transfer order shipments | *Resolved: Packing List - Carton layout not presenting for transfer order shipments | ||
'''RMA''' | '''RMA''' | ||
* Resolved: RMA produces a sales order with no number when "Auto-assign SO numbers" is turned off. | *Resolved: RMA produces a sales order with no number when "Auto-assign SO numbers" is turned off. | ||
'''Purchase Order''' | '''Purchase Order''' | ||
* Resolved: Vendor cost rule not accounting for UOM when part is added to PO. | * Resolved: Vendor cost rule not accounting for UOM when part is added to PO. | ||
'''Client Login''' | '''Client Login''' | ||
* Resolved: Client presents a white screen and freezes upon login when using the web connection and an invalid port is entered. | *Resolved: Client presents a white screen and freezes upon login when using the web connection and an invalid port is entered. | ||
'''Picking''' | '''Picking''' | ||
* Resolved: Order level commit button doesn't commit newly available inventory if a portion has already been committed. | *Resolved: Order level commit button doesn't commit newly available inventory if a portion has already been committed. | ||
{{HideReleased|2023.2|02|09|23}} | {{HideReleased|2023.2|02|09|23}} | ||
{{HideH2|Highlights - 2023.2}} | {{HideH2|Highlights - 2023.2}} | ||
* New [[Fishbowl Payments]] product in Fishbowl Advanced (rebranded from Stax Pay to Fishbowl Payments). | *New [[Fishbowl Payments]] product in Fishbowl Advanced (rebranded from Stax Pay to Fishbowl Payments). | ||
** Added a '''Dashboard''' tab for [[Fishbowl Payments]] with product messaging and sign-up links for new users. | **Added a '''Dashboard''' tab for [[Fishbowl Payments]] with product messaging and sign-up links for new users. | ||
** Embedded the [[Fishbowl Payments]] portal on the '''Dashboard''' tab of the '''Payment Gateway''' module. | ** Embedded the [[Fishbowl Payments]] portal on the '''Dashboard''' tab of the '''Payment Gateway''' module. | ||
** Added a '''Settings''' tab in the '''Payment Gateway''' module for [[Fishbowl Payments]]. | **Added a '''Settings''' tab in the '''Payment Gateway''' module for [[Fishbowl Payments]]. | ||
** Improved [[Fishbowl Payments]] enrollment flow for users with an active legacy gateway connection. | **Improved [[Fishbowl Payments]] enrollment flow for users with an active legacy gateway connection. | ||
** ACH transactions are now available with [[Fishbowl Payments]]. | **ACH transactions are now available with [[Fishbowl Payments]]. | ||
* New [[BI_Report#Part_QR_Code_Label|Part QR Code Label]]. | *New [[BI_Report#Part_QR_Code_Label|Part QR Code Label]]. | ||
** This is a new interactive product in the {{Module|BI Report|Part_QR_Code_Label}}. QR code labels can be printed for all your parts in any dimensions you need. All report elements are draggable and resizable. | **This is a new interactive product in the {{Module|BI Report|Part_QR_Code_Label}}. QR code labels can be printed for all your parts in any dimensions you need. All report elements are draggable and resizable. | ||
{{HideH2|New Features - 2023.2}} | {{HideH2|New Features - 2023.2}} | ||
* '''Pick Ticket report''' - Added an option to [[Advanced_Reports#Pick_Ticket|combine like items]]. Multiple rows with the same part number and locations will be combined into one item. | *'''Pick Ticket report''' - Added an option to [[Advanced_Reports#Pick_Ticket|combine like items]]. Multiple rows with the same part number and locations will be combined into one item. | ||
* '''Schedule module''' - The '''Batch Pick Ticket''', '''Batch Packing List''', and '''Tag Barcodes One Off / Avery''' reports are now available in the {{Module|Schedule}}. | *'''Schedule module''' - The '''Batch Pick Ticket''', '''Batch Packing List''', and '''Tag Barcodes One Off / Avery''' reports are now available in the {{Module|Schedule}}. | ||
*'''Packing List report''' - Added an option to show [[Advanced_Reports#Packing_List|totals on the quantity columns]]. Item columns on transfer order shipments can also hide or show. | *'''Packing List report''' - Added an option to show [[Advanced_Reports#Packing_List|totals on the quantity columns]]. Item columns on transfer order shipments can also hide or show. | ||
*'''Dormant Customers report''' - This report has been redesigned to make it [[Advanced_Reports#Dormant_Customers|more intuitive and functional]]. | *'''Dormant Customers report''' - This report has been redesigned to make it [[Advanced_Reports#Dormant_Customers|more intuitive and functional]]. | ||
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{{HideH2|Fixes - 2023.2}} | {{HideH2|Fixes - 2023.2}} | ||
'''Reports''' | '''Reports''' | ||
* Resolved: '''Packing List''' - Custom fields will now be hidden when '''Display field''' is unchecked. | *Resolved: '''Packing List''' - Custom fields will now be hidden when '''Display field''' is unchecked. | ||
'''Database Changes''' | '''Database Changes''' | ||
* paymentgateway table: Stax Pay name and java class changed to Fishbowl Payments. | *paymentgateway table: Stax Pay name and java class changed to Fishbowl Payments. | ||
* wallet table: Stax Pay gatewayname changed to Fishbowl Payments. | *wallet table: Stax Pay gatewayname changed to Fishbowl Payments. | ||
* paymenttype and paymentmethod tables: ACH type was added (id value of 120). | *paymenttype and paymentmethod tables: ACH type was added (id value of 120). | ||
{{HideReleased|2023.1|01|12|23}} | {{HideReleased|2023.1|01|12|23}} | ||
{{HideH2|Highlights - 2023.1}} | {{HideH2|Highlights - 2023.1}} | ||
* Added [[Payment_Gateway#Payment_links|Stax Pay payment links]]. Fishbowl users can generate a payment link for a sales order and email their customers the [[Advanced_Reports#Sales_Order_Report|Sales Order Report]], which now includes a '''Pay Online''' button.<br>[[File:Pay Online.png|link=Payment_Gateway#Payment_links]] | *Added [[Payment_Gateway#Payment_links|Stax Pay payment links]]. Fishbowl users can generate a payment link for a sales order and email their customers the [[Advanced_Reports#Sales_Order_Report|Sales Order Report]], which now includes a '''Pay Online''' button.<br>[[File:Pay Online.png|link=Payment_Gateway#Payment_links]] | ||
** Added [[Payment_Gateway#Payment_links|module options for payment links]] that allow Fishbowl users to accept partial payments/tips and select which payment methods will be accepted. | **Added [[Payment_Gateway#Payment_links|module options for payment links]] that allow Fishbowl users to accept partial payments/tips and select which payment methods will be accepted. | ||
** Added a scheduled task to [[Payment_Gateway#Payment_links|import online payments]] received using payment links. | **Added a scheduled task to [[Payment_Gateway#Payment_links|import online payments]] received using payment links. | ||
{{HideH2|New Features - 2023.1}} | {{HideH2|New Features - 2023.1}} | ||
* Report updates | *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. | **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. | ** 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. | **Customer Purchase History - Added a new optional column for Customer PO#. Changed orientation to landscape to better fit all the data. | ||
{{HideH2|Fixes - 2023.1}} | {{HideH2|Fixes - 2023.1}} | ||
'''Discounts''' | '''Discounts''' | ||
* Resolved: Discount module not loading properly in Australian and Canadian databases. | *Resolved: Discount module not loading properly in Australian and Canadian databases. | ||
'''Schedule''' | '''Schedule''' | ||
* Resolved: Custom fields not displaying properly when a report is run through the Schedule module. | *Resolved: Custom fields not displaying properly when a report is run through the Schedule module. | ||
'''Mac Client''' | '''Mac Client''' | ||
* Resolved: Fishbowl Client for Mac not saving or loading the layout settings (client size and position). | *Resolved: Fishbowl Client for Mac not saving or loading the layout settings (client size and position). | ||
'''Database Changes''' | '''Database Changes''' | ||
* Added so.paymentLink. | *Added so.paymentLink. | ||
* Added a new type (Import Gateway Payments) to the fbscheduleactiontype table. | *Added a new type (Import Gateway Payments) to the fbscheduleactiontype table. | ||
{{HideReleased|2022.12|12|08|22}} | {{HideReleased|2022.12|12|08|22}} | ||
{{HideH2|Highlights - 2022.12}} | {{HideH2|Highlights - 2022.12}} | ||
* Added the [[Advanced_Reports#Sales_Order_Summary Export|'''Sales Order Summary Export''' report]]. | *Added the [[Advanced_Reports#Sales_Order_Summary Export|'''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. | **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 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 {{Button|Save}} in the {{Module|Reports}}. | **The report can be saved in '''CSV''', '''XLS''', or various other formats by clicking the {{Button|Save}} in the {{Module|Reports}}. | ||
** The exported report file can also be automated and emailed in the {{Module|Schedule}}. | **The exported report file can also be automated and emailed in the {{Module|Schedule}}. | ||
* Enhanced the [[Payment_Gateway|Stax Pay enrollment process]] by automating more populated data on the payments application. | * Enhanced the [[Payment_Gateway|Stax Pay enrollment process]] by automating more populated data on the payments application. | ||
* Added [[Payment_Gateway#Status|Stax Pay status updates inside Fishbowl]] so users can track account and underwriting statuses throughout the enrollment process. | *Added [[Payment_Gateway#Status|Stax Pay status updates inside Fishbowl]] so users can track account and underwriting statuses throughout the enrollment process. | ||
* Added [[Payment_Gateway#Card|Stax Pay '''Card on File''']] functionality. Fishbowl users can save tokenized cards on file for their customers with Stax Pay. | *Added [[Payment_Gateway#Card|Stax Pay '''Card on File''']] functionality. Fishbowl users can save tokenized cards on file for their customers with Stax Pay. | ||
{{HideH2|New Features - 2022.12}} | {{HideH2|New Features - 2022.12}} | ||
* The {{Module|Discount}} table columns can now be sorted, rearranged, and hidden. Settings will persist across logins and restarts. | *The {{Module|Discount}} table columns can now be sorted, rearranged, and hidden. Settings will persist across logins and restarts. | ||
* The [[Advanced_Reports#Export_Summary|'''Export Summary''' report]] can now be run in the {{Module|Schedule}}. | *The [[Advanced_Reports#Export_Summary|'''Export Summary''' report]] can now be run in the {{Module|Schedule}}. | ||
* Payments in the [[Payment_Gateway|Stax Pay]] portal display the '''Fishbowl SO#''' in the '''Memo''' field. | *Payments in the [[Payment_Gateway|Stax Pay]] portal display the '''Fishbowl SO#''' in the '''Memo''' field. | ||
{{HideH2|Fixes - 2022.12}} | {{HideH2|Fixes - 2022.12}} | ||
'''Web Connection''' | '''Web Connection''' | ||
* Resolved: Web connection memory inefficient. Slowness in large objects like reports. | *Resolved: Web connection memory inefficient. Slowness in large objects like reports. | ||
'''CSV Import''' | '''CSV Import''' | ||
* Resolved: CSV file extensions are case sensitive. Will only import when lowercase. | *Resolved: CSV file extensions are case sensitive. Will only import when lowercase. | ||
* Resolved: Instructions for the configuration sort order field for BOM & BOM Details imports were unclear. | *Resolved: Instructions for the configuration sort order field for BOM & BOM Details imports were unclear. | ||
'''Reports''' | '''Reports''' | ||
* Resolved: Work Order Traveler - Used and Scrapped columns not hiding upon unchecking boxes. | *Resolved: Work Order Traveler - Used and Scrapped columns not hiding upon unchecking boxes. | ||
'''User''' | '''User''' | ||
* Resolved: Specific phone numbers on the user record were throwing an error. | *Resolved: Specific phone numbers on the user record were throwing an error. | ||
'''Manufacture Order''' | '''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. | *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''' | '''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. | *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''' | '''Database Changes''' | ||
* walletpayment table was renamed to cardonfile | *walletpayment table was renamed to cardonfile | ||
* sysproperties.sysKey (2 changes) | *sysproperties.sysKey (2 changes) | ||
** UseWallets -> UseCardOnFile | **UseWallets -> UseCardOnFile | ||
** ShowWalletCvv -> ShowCardOnFileCvv | **ShowWalletCvv -> ShowCardOnFileCvv | ||
* paymenttype'''.'''name (1 change) | *paymenttype'''.'''name (1 change) | ||
** Wallet -> Card on File | **Wallet -> Card on File | ||
* useraccess.moduleName (1 change) | *useraccess.moduleName (1 change) | ||
** Customer-Wallet -> Customer-Card on File | **Customer-Wallet -> Customer-Card on File | ||
{{HideReleased|2022.11|11|10|22}} | {{HideReleased|2022.11|11|10|22}} | ||
{{HideH2|Highlights - 2022.11}} | {{HideH2|Highlights - 2022.11}} | ||
* [[Payment_Gateway|Improved the Stax Pay enrollment process by adding the ability to validate company information in Fishbowl before starting the payments application]]. | *[[Payment_Gateway|Improved the Stax Pay enrollment process by adding the ability to validate company information in Fishbowl before starting the payments application]]. | ||
* [[Advanced_Reports#On_Hand|The On Hand]] [[Advanced_Reports#Inventory Availability|and Inventory Availability reports can now display and filter custom fields]]. | *[[Advanced_Reports#On_Hand|The On Hand]] [[Advanced_Reports#Inventory Availability|and Inventory Availability reports can now display and filter custom fields]]. | ||
* [[Schedule|The following reports are now available to run in the Schedule module: Part Activity Report, Part Activity Export, Historical Part Cost, MTD Sales, POS Hourly Breakdown, Dormant Customers]]. | *[[Schedule|The following reports are now available to run in the Schedule module: Part Activity Report, Part Activity Export, Historical Part Cost, MTD Sales, POS Hourly Breakdown, Dormant Customers]]. | ||
{{HideH2|Fixes - 2022.11}} | {{HideH2|Fixes - 2022.11}} | ||
'''Avalara''' | '''Avalara''' | ||
* Resolved: No error when shipping an Avalara order when a required tax rate is missing. | *Resolved: No error when shipping an Avalara order when a required tax rate is missing. | ||
'''Client''' | '''Client''' | ||
* Resolved: Client to Client messenger not sending messages. | *Resolved: Client to Client messenger not sending messages. | ||
'''Pricing Rules''' | '''Pricing Rules''' | ||
* Resolved: Creating a new pricing rule not populating the date created. | *Resolved: Creating a new pricing rule not populating the date created. | ||
'''QuickBooks Online''' | '''QuickBooks Online''' | ||
* Resolved: Currency export errors when Drop Shipping. | *Resolved: Currency export errors when Drop Shipping. | ||
'''Sales Order''' | '''Sales Order''' | ||
* Resolved: Clicking Back during Custom Work Order wizard on a Sales Order causes the wizard to stop working. | *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: 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 BOMs on a Sales Order causes the wizard to stop working. | *Resolved: Clicking Back during Add Item wizard for a Kit containing build to order BOMs on a Sales Order causes the wizard to stop working. | ||
* Resolved: Navigation issues with the Add Item wizard. | * Resolved: Navigation issues with the Add Item wizard. | ||
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* Resolved: "Unable to save location to database" error caused by issues with the Transit location. | * Resolved: "Unable to save location to database" error caused by issues with the Transit location. | ||
'''Reports''' | '''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. | *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. | ||
{{HideReleased|2022.10|10|13|22}} | {{HideReleased|2022.10|10|13|22}} | ||
{{HideH2|Highlights - 2022.10}} | {{HideH2|Highlights - 2022.10}} | ||
* [[Payment Gateway|New payment gateway integration to Stax Pay in Payment Gateway module (enrollment link included). Stax Pay allows users to process, refund, and void credit card (not present) transactions.]] | *[[Payment Gateway|New payment gateway integration to Stax Pay in Payment Gateway module (enrollment link included). Stax Pay allows users to process, refund, and void credit card (not present) transactions.]] | ||
* [[Reports#Packing_Slip|The Packing Slip 4x6 label previously available on our Reports store has been added as a standard report.]] | *[[Reports#Packing_Slip|The Packing Slip 4x6 label previously available on our Reports store has been added as a standard report.]] | ||
{{HideH2|New Features - 2022.10}} | {{HideH2|New Features - 2022.10}} | ||
* [[Advanced_Reports#Gross_Sales_By_Product|Gross Sales By Product Report: Added some options and a slight redesign to make the report more Excel friendly.]] | *[[Advanced_Reports#Gross_Sales_By_Product|Gross Sales By Product Report: Added some options and a slight redesign to make the report more Excel friendly.]] | ||
* [[Advanced_Reports#Packing_List|Added custom fields to the following reports: Packing List, Shipping Invoice, and Sales Order Summary.]] | *[[Advanced_Reports#Packing_List|Added custom fields to the following reports: Packing List, Shipping Invoice, and Sales Order Summary.]] | ||
* [[Advanced_Reports#Sales_Order_Summary|Sales Order Summary: The report can now be filtered by a custom field. Added the option to show orders with a Cancelled status. Reorganized the Modify Report dialog.]] | *[[Advanced_Reports#Sales_Order_Summary|Sales Order Summary: The report can now be filtered by a custom field. Added the option to show orders with a Cancelled status. Reorganized the Modify Report dialog.]] | ||
* [[Plugin|Updated to the latest version of JxBrowser.]] | * [[Plugin|Updated to the latest version of JxBrowser.]] | ||
{{HideH2|Fixes - 2022.10}} | {{HideH2|Fixes - 2022.10}} | ||
'''Picking''' | '''Picking''' | ||
* Resolved: Insufficient quantity error when picking decimal quantities from a UOM conversion with date or text tracking. | *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. | *Resolved: UOM conversion issue during picking causing database problems. | ||
'''Manufacture Order''' | '''Manufacture Order''' | ||
* Resolved: Custom bill of materials + button not functional. It has been removed. | * Resolved: Custom bill of materials + button not functional. It has been removed. | ||
'''Reports''' | '''Reports''' | ||
* Resolved: Product Catalog V2 replacing original Product Catalog in new databases. | *Resolved: Product Catalog V2 replacing original Product Catalog in new databases. | ||
'''Mac Client''' | '''Mac Client''' | ||
* Resolved: Command-Q keyboard shortcut not logging the user out. | *Resolved: Command-Q keyboard shortcut not logging the user out. | ||
'''CSV Import''' | '''CSV Import''' | ||
* Resolved: Currency ID not importing with Purchase Order CSV Import. | *Resolved: Currency ID not importing with Purchase Order CSV Import. | ||
'''Receiving''' | '''Receiving''' | ||
* Resolved: Receiving details load slowly in some circumstances. | *Resolved: Receiving details load slowly in some circumstances. | ||
'''Part''' | '''Part''' | ||
* Resolved: Part creation error due to not having a "returning as" part associated even for types other than "Outsource." | *Resolved: Part creation error due to not having a "returning as" part associated even for types other than "Outsource." | ||
{{HideReleased|2022.9|09|08|22}} | {{HideReleased|2022.9|09|08|22}} | ||
{{HideH2|Highlights - 2022.9}} | {{HideH2|Highlights - 2022.9}} | ||
* [[Settings#Email_tab|Sign in with Microsoft. Updated authentication process for Microsoft email settings.]] | *[[Settings#Email_tab|Sign in with Microsoft. Updated authentication process for Microsoft email settings.]] | ||
* [[Advanced_Reports#Custom Fields|Custom fields can now be displayed on standard reports. The SO Report can now display up to 6 SO custom fields and 3 SO line item custom fields. Custom fields will be added to additional reports in the coming months.]] | *[[Advanced_Reports#Custom Fields|Custom fields can now be displayed on standard reports. The SO Report can now display up to 6 SO custom fields and 3 SO line item custom fields. Custom fields will be added to additional reports in the coming months.]] | ||
{{HideH2|New Features - 2022.9}} | {{HideH2|New Features - 2022.9}} | ||
* [[Sales_Order#Take_a_payment|Estimated tax will now be displayed in the Payments wizard when integrated with Avalara.]] | *[[Sales_Order#Take_a_payment|Estimated tax will now be displayed in the Payments wizard when integrated with Avalara.]] | ||
* [[Access_Rights#Receiving|Added a user access right to hide/show tax columns in the Receiving module (non-US versions only).]] | *[[Access_Rights#Receiving|Added a user access right to hide/show tax columns in the Receiving module (non-US versions only).]] | ||
* [[Manufacture_Order#Module_Options_General_tab|Added a new Manufacture Order module option: "Do not recalculate labor quantities in fulfillment wizard." When checked, labor quantities will not be adjusted in the consumption step of the WO fulfill wizard.]] | *[[Manufacture_Order#Module_Options_General_tab|Added a new Manufacture Order module option: "Do not recalculate labor quantities in fulfillment wizard." When checked, labor quantities will not be adjusted in the consumption step of the WO fulfill wizard.]] | ||
* [[Advanced_Reports#Purchase_Order_Report|Option to modify field titles added to PO Report, Shipping Invoice, and Packing List. Modify report window has also been reorganized with tabs and groups in these reports.]] | *[[Advanced_Reports#Purchase_Order_Report|Option to modify field titles added to PO Report, Shipping Invoice, and Packing List. Modify report window has also been reorganized with tabs and groups in these reports.]] | ||
{{HideH2|Fixes - 2022.9}} | {{HideH2|Fixes - 2022.9}} | ||
'''Sales Order''' | '''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. | *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''' | '''Database Changes''' | ||
* Increased column sysValue to VARCHAR(3072) on the SysProperties table. | *Increased column sysValue to VARCHAR(3072) on the SysProperties table. | ||
{{HideReleased|2022.8|08|11|22}} | {{HideReleased|2022.8|08|11|22}} | ||
| Line 309: | Line 306: | ||
* Functionality has been added to better allow for the organization of the [[Reports#Modify_report_filters|'''Modify Report''' window]]. More 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, and Part Activity Report). Additional reports will be updated in the coming months. | * Functionality has been added to better allow for the organization of the [[Reports#Modify_report_filters|'''Modify Report''' window]]. More 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, and Part Activity Report). Additional reports will be updated in the coming months. | ||
* The [[Advanced_Reports#Sales_Order_Report|Sales Order Report]] now has the ability to modify all field titles. | *The [[Advanced_Reports#Sales_Order_Report|Sales Order Report]] now has the ability to modify all field titles. | ||
{{HideH2|New Features - 2022.8}} | {{HideH2|New Features - 2022.8}} | ||
* [[Data#Query_parameters|Added a button that allows parameters to be easily added to queries in the Data module.]] | *[[Data#Query_parameters|Added a button that allows parameters to be easily added to queries in the Data module.]] | ||
{{HideH2|Fixes - 2022.8}} | {{HideH2|Fixes - 2022.8}} | ||
'''Class''' | '''Class''' | ||
* Resolved: Creating a new class froze the client or gave an error but still created the class, depending on client connection type. | *Resolved: Creating a new class froze the client or gave an error but still created the class, depending on client connection type. | ||
'''CSV''' | '''CSV''' | ||
* Resolved: Mismatched error message when trying to update part UOMs with the Part UOM CSV import. | *Resolved: Mismatched error message when trying to update part UOMs with the Part UOM CSV import. | ||
'''Product''' | '''Product''' | ||
* Resolved: Adding products to a product tree caused the client to freeze when using the non-web connection. | *Resolved: Adding products to a product tree caused the client to freeze when using the non-web connection. | ||
'''Receiving''' | '''Receiving''' | ||
* Resolved: Blank error when receiving an order with two parts and only entering a ref # on the first item. | *Resolved: Blank error when receiving an order with two parts and only entering a ref # on the first item. | ||
'''REST API''' | '''REST API''' | ||
* Resolved: Missing information on Import data via JSON curl example. | *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. | *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''' | '''Sales Order''' | ||
* Resolved: Kit pricing became incorrect when changing the customer on the order. | *Resolved: Kit pricing became incorrect when changing the customer on the order. | ||
'''Server''' | '''Server''' | ||
* Resolved: Logging out API users not logging out the API users. | *Resolved: Logging out API users not logging out the API users. | ||
'''Database Changes''' | '''Database Changes''' | ||
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{{HideReleased|2022.7|07|14|22}} | {{HideReleased|2022.7|07|14|22}} | ||
{{HideH2|Highlights - 2022.7}} | {{HideH2|Highlights - 2022.7}} | ||
* [[{{REST API}}|The web connection Client functionality is now available to all users]]. | *[[{{REST API}}|The web connection Client functionality is now available to all users]]. | ||
* [[{{REST API}}|New Fishbowl installs now use the web connection by default]]. | *[[{{REST API}}|New Fishbowl installs now use the web connection by default]]. | ||
{{HideH2|New Features - 2022.7}} | {{HideH2|New Features - 2022.7}} | ||
* [[QuickBooks_Online#Module_Options_QuickBooks_Online_tab|Added a module option to allow Bank Transfer as an available payment method in QuickBooks Online]]. | *[[QuickBooks_Online#Module_Options_QuickBooks_Online_tab|Added a module option to allow Bank Transfer as an available payment method in QuickBooks Online]]. | ||
* [[{{REST API}}|Combo boxes in the Client now update appropriately when using the web connection]]. | *[[{{REST API}}|Combo boxes in the Client now update appropriately when using the web connection]]. | ||
{{HideH2|Fixes - 2022.7}} | {{HideH2|Fixes - 2022.7}} | ||
'''CSV''' | '''CSV''' | ||
* Updated Bill of Materials and Bill of Materials Details CSV instruction to remove Work Order as a BOM Item Type. | *Updated Bill of Materials and Bill of Materials Details CSV instruction to remove Work Order as a BOM Item Type. | ||
'''Checkout''' | '''Checkout''' | ||
* Resolved: Advanced search default filters not saving. | *Resolved: Advanced search default filters not saving. | ||
'''Database Rebuild''' | '''Database Rebuild''' | ||
* The PARTCOST table is now cleared out on rebuild. | *The PARTCOST table is now cleared out on rebuild. | ||
'''Inventory''' | '''Inventory''' | ||
* Resolved: Blank WO column storing last WO hyperlink value. | *Resolved: Blank WO column storing last WO hyperlink value. | ||
'''Part''' | '''Part''' | ||
* Resolved: UOM conversion error when changing a part's UOM if it is associated with a bill of materials. | *Resolved: UOM conversion error when changing a part's UOM if it is associated with a bill of materials. | ||
'''Purchase Order''' | '''Purchase Order''' | ||
* Resolved: Alert Notes not being displayed when adding parts via the + button. | *Resolved: Alert Notes not being displayed when adding parts via the + button. | ||
'''QuickBooks Online''' | '''QuickBooks Online''' | ||
| Line 377: | Line 374: | ||
'''REST API''' | '''REST API''' | ||
* Resolved: Create PO call causing an error when a location group is not specified. | *Resolved: Create PO call causing an error when a location group is not specified. | ||
'''Shipping''' | '''Shipping''' | ||
* Resolved: Weight showing 0 when the product UOM doesn’t have a conversion set for the default weight UOM. | *Resolved: Weight showing 0 when the product UOM doesn’t have a conversion set for the default weight UOM. | ||
'''Web Connection''' | '''Web Connection''' | ||
* Resolved: Report errors when using the web connection. | *Resolved: Report errors when using the web connection. | ||
* Resolved: Xero accounts not being auto selected when they already exist. | *Resolved: Xero accounts not being auto selected when they already exist. | ||
* Resolved: QuickBooks Online accounts not being auto selected when they already exist. | * Resolved: QuickBooks Online accounts not being auto selected when they already exist. | ||
* Resolved: Company module displaying blank information. | *Resolved: Company module displaying blank information. | ||
* Resolved: Find Fishbowl Servers magnifying glass returning a blank result. | *Resolved: Find Fishbowl Servers magnifying glass returning a blank result. | ||
'''Work Order''' | '''Work Order''' | ||
* Resolved: Assigned users not saving when being set by right-clicking a Work Order. | *Resolved: Assigned users not saving when being set by right-clicking a Work Order. | ||
{{HideReleased|2022.6|06|09|22}} | {{HideReleased|2022.6|06|09|22}} | ||
{{HideH2|Highlights - 2022.6}} | {{HideH2|Highlights - 2022.6}} | ||
* [[Amazon#Release_Notes|Amazon Plugin customer mapping functionality updated to comply with Amazon's Data Protection Policy.]] | *[[Amazon#Release_Notes|Amazon Plugin customer mapping functionality updated to comply with Amazon's Data Protection Policy.]] | ||
{{HideH2|Fixes - 2022.6}} | {{HideH2|Fixes - 2022.6}} | ||
'''Checkout''' | '''Checkout''' | ||
* Resolved: Selecting an order tax rate being required for international customers. | *Resolved: Selecting an order tax rate being required for international customers. | ||
'''Consignment''' | '''Consignment''' | ||
* Resolved: Auto Replenish being unable to finish. | *Resolved: Auto Replenish being unable to finish. | ||
'''Database Rebuild Tool''' | '''Database Rebuild Tool''' | ||
* Resolved: Memos not being cleared out on rebuild. | *Resolved: Memos not being cleared out on rebuild. | ||
* Resolved: Costing layers not being cleared out on rebuild. | *Resolved: Costing layers not being cleared out on rebuild. | ||
'''Picking''' | '''Picking''' | ||
* Resolved: UOM conversion issue when voiding the pick for a Work Order. | *Resolved: UOM conversion issue when voiding the pick for a Work Order. | ||
* Resolved: Slot numbering issues when adding more picks to an existing group pick. | *Resolved: Slot numbering issues when adding more picks to an existing group pick. | ||
'''Purchase Order''' | '''Purchase Order''' | ||
* Resolved: Null error running the Auto PO with an empty summary page. | *Resolved: Null error running the Auto PO with an empty summary page. | ||
* Resolved: Outsourced Returning As UOM conversion error in receiving. | *Resolved: Outsourced Returning As UOM conversion error in receiving. | ||
'''Receiving''' | '''Receiving''' | ||
* Resolved: Item receiving user rights error when receiving tracked items. | *Resolved: Item receiving user rights error when receiving tracked items. | ||
'''REST API''' | '''REST API''' | ||
* Resolved: Address creation issues when creating Purchase Orders. | *Resolved: Address creation issues when creating Purchase Orders. | ||
'''Sales Order''' | '''Sales Order''' | ||
* Resolved: Incorrect salesperson displayed after creating a new user. | *Resolved: Incorrect salesperson displayed after creating a new user. | ||
'''Shipping''' | '''Shipping''' | ||
* Resolved: Fixed column width not saving after logging out. | *Resolved: Fixed column width not saving after logging out. | ||
'''Vendor''' | '''Vendor''' | ||
* Updated the example database's vendor costing-rule names to match functionality. | *Updated the example database's vendor costing-rule names to match functionality. | ||
'''Work Order''' | '''Work Order''' | ||
| Line 442: | Line 439: | ||
'''Database Update''' | '''Database Update''' | ||
* Resolved: Update issues related to removing UPS Ready. | *Resolved: Update issues related to removing UPS Ready. | ||
{{HideReleased|2022.4.1|04|22|22}} | {{HideReleased|2022.4.1|04|22|22}} | ||
{{HideH2|Highlights - 2022.4.1}} | {{HideH2|Highlights - 2022.4.1}} | ||
* Updated Fishbowl to account for a Java remote code execution vulnerability. | *Updated Fishbowl to account for a Java remote code execution vulnerability. | ||
{{HideH2|Fixes - 2022.4.1}} | {{HideH2|Fixes - 2022.4.1}} | ||
'''Fishbowl Advanced Mobile''' | '''Fishbowl Advanced Mobile''' | ||
* Resolved: Unable to Pack a shipment. | *Resolved: Unable to Pack a shipment. | ||
'''Picking''' | '''Picking''' | ||
* Resolved: Unable to void picks that were finished prior to the update to 2022.4. | *Resolved: Unable to void picks that were finished prior to the update to 2022.4. | ||
'''Database Changes''' | '''Database Changes''' | ||
* Removed DCOPTIONS table. | *Removed DCOPTIONS table. | ||
* Removed PACKAGETYPES table. | *Removed PACKAGETYPES table. | ||
* Removed PACKAGETYPEID column from SHIPCARTON table. | *Removed PACKAGETYPEID column from SHIPCARTON table. | ||
* Removed DELIVERYCONFIRMATIONID column from SHIPCARTON table. | *Removed DELIVERYCONFIRMATIONID column from SHIPCARTON table. | ||
{{HideReleased|2022.4|04|14|22}} | {{HideReleased|2022.4|04|14|22}} | ||
{{HideH2|Highlights - 2022.4}} | {{HideH2|Highlights - 2022.4}} | ||
* [[User#MODULE_OPTIONS|Added Password Policy options that allow for more-secure user passwords.]] | *[[User#MODULE_OPTIONS|Added Password Policy options that allow for more-secure user passwords.]] | ||
* [[Shipping_Integration|The UPS Ready integration has been completely removed.]] | *[[Shipping_Integration|The UPS Ready integration has been completely removed.]] | ||
{{HideH2|New Features - 2022.4}} | {{HideH2|New Features - 2022.4}} | ||
* [[Start_Fishbowl#Creating_a_new_database|Database password is now blank when creating a new database on a Mac or Linux server install.]] | *[[Start_Fishbowl#Creating_a_new_database|Database password is now blank when creating a new database on a Mac or Linux server install.]] | ||
* [[Fishbowl Advanced Mobile#Approve_app|Fishbowl Advanced Mobile iOS is now auto-approved in the demo database.]] | * [[Fishbowl Advanced Mobile#Approve_app|Fishbowl Advanced Mobile iOS is now auto-approved in the demo database.]] | ||
* [[{{REST API}}|Added the ability to do an inventory move through the REST API]]. | *[[{{REST API}}|Added the ability to do an inventory move through the REST API]]. | ||
* [[{{REST API}}|Added the ability to cycle count inventory through the REST API]]. | *[[{{REST API}}|Added the ability to cycle count inventory through the REST API]]. | ||
* [[Carrier#Add_a_new_carrier|Updated UPS Carrier Codes to be editable after UPS Ready removal.]] | *[[Carrier#Add_a_new_carrier|Updated UPS Carrier Codes to be editable after UPS Ready removal.]] | ||
{{HideH2|Fixes - 2022.4}} | {{HideH2|Fixes - 2022.4}} | ||
'''API''' | '''API''' | ||
* Updated password hash change on Java and C# code samples. | *Updated password hash change on Java and C# code samples. | ||
'''Bill of Materials''' | '''Bill of Materials''' | ||
* Resolved: Module options are available to all, regardless of user-right settings. | *Resolved: Module options are available to all, regardless of user-right settings. | ||
'''Clover Connect''' | '''Clover Connect''' | ||
| Line 490: | Line 487: | ||
'''CSV''' | '''CSV''' | ||
* Resolved: Import errors on Part Product and Vendor Pricing import when tracking columns are missing. | *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. | *Resolved: "Column 'consumptionRate' cannot be null" error when importing the Part CSV. | ||
'''License''' | '''License''' | ||
* Removed "ExpressTech" from license agreements. | *Removed "ExpressTech" from license agreements. | ||
'''Mac Version''' | '''Mac Version''' | ||
* Resolved: MySQL port defaulting to 3306 when creating a new database. | *Resolved: MySQL port defaulting to 3306 when creating a new database. | ||
'''Database Changes''' | '''Database Changes''' | ||
* Removed SHIPUPSCARTONDETAILS table. | *Removed SHIPUPSCARTONDETAILS table. | ||
* Removed SHIPUPSCARTONDETAILS_AUD table. | * Removed SHIPUPSCARTONDETAILS_AUD table. | ||
* Removed SHIPUPSDETAILS table. | *Removed SHIPUPSDETAILS table. | ||
* Removed SHIPUPSDETAILS_AUD table. | *Removed SHIPUPSDETAILS_AUD table. | ||
* Removed UPSACCOUNT table. | *Removed UPSACCOUNT table. | ||
* Removed UPSACCOUNT_AUD table. | *Removed UPSACCOUNT_AUD table. | ||
* Removed UPSCOD table. | *Removed UPSCOD table. | ||
* Removed UPSPAYMENTTYPE table. | *Removed UPSPAYMENTTYPE table. | ||
* Removed UPSRETURNSHIPMENT table. | *Removed UPSRETURNSHIPMENT table. | ||
* Removed UPSRETURNSHIPMENT_AUD table. | *Removed UPSRETURNSHIPMENT_AUD table. | ||
* Removed column UPS from the COUNTRYCONST table. | *Removed column UPS from the COUNTRYCONST table. | ||
{{HideReleased|2022.3|03|10|22}} | {{HideReleased|2022.3|03|10|22}} | ||
{{HideH2|Highlights - 2022.3}} | {{HideH2|Highlights - 2022.3}} | ||
* [[Fishbowl_Server_Administration#Rebuild_database|Added the ability to rebuild a database.]] | *[[Fishbowl_Server_Administration#Rebuild_database|Added the ability to rebuild a database.]] | ||
{{HideH2|New Features - 2022.3}} | {{HideH2|New Features - 2022.3}} | ||
* [[{{REST API}}|Added the ability to run a data query through the REST API]]. | *[[{{REST API}}|Added the ability to run a data query through the REST API]]. | ||
* [[Legacy_Gateways#Clover_Connect_(Legacy)|Updated CardConnect branding to Clover Connect.]] | *[[Legacy_Gateways#Clover_Connect_(Legacy)|Updated CardConnect branding to Clover Connect.]] | ||
* [[{{REST API}}|Updated documentation for the REST Import call]]. | *[[{{REST API}}|Updated documentation for the REST Import call]]. | ||
{{HideH2|Fixes - 2022.3}} | {{HideH2|Fixes - 2022.3}} | ||
'''API''' | '''API''' | ||
* Updated the REST documentation for logging out. | *Updated the REST documentation for logging out. | ||
'''Client''' | '''Client''' | ||
* Resolved: Client auto update not including all required files. | *Resolved: Client auto update not including all required files. | ||
'''Server''' | '''Server''' | ||
* Optimized server startup when connection to Fishbowl's online services is interrupted. | *Optimized server startup when connection to Fishbowl's online services is interrupted. | ||
'''Database Changes''' | '''Database Changes''' | ||
* Removed the READONLY column from the BISCRIPT table. | * Removed the READONLY column from the BISCRIPT table. | ||
* Updated OUTSOURCEDPARTNUMBER and OUTSOURCEDPARTDESCRIPTION on the POITEM table to be empty strings instead of null. | *Updated OUTSOURCEDPARTNUMBER and OUTSOURCEDPARTDESCRIPTION on the POITEM table to be empty strings instead of null. | ||
{{HideReleased|2022.2.1|02|15|22}} | {{HideReleased|2022.2.1|02|15|22}} | ||
{{HideH2|Fixes - 2022.2.1}} | {{HideH2|Fixes - 2022.2.1}} | ||
* Resolved: Client Auto Update running for plugins, causing the client to become inoperable. | *Resolved: Client Auto Update running for plugins, causing the client to become inoperable. | ||
{{HideReleased|2022.2|02|10|22}} | {{HideReleased|2022.2|02|10|22}} | ||
{{HideH2|Highlights - 2022.2}} | {{HideH2|Highlights - 2022.2}} | ||
* [[{{REST API}}|Added a REST API call for Imports]]. | *[[{{REST API}}|Added a REST API call for Imports]]. | ||
{{HideH2|New Features - 2022.2}} | {{HideH2|New Features - 2022.2}} | ||
* [[User_Group#Report_Rights_tab|The report rights assigned to the default user groups on new databases have been updated.]] | * [[User_Group#Report_Rights_tab|The report rights assigned to the default user groups on new databases have been updated.]] | ||
* [[{{REST API}}|The REST API documentation page now shows the Fishbowl server version in the header]]. | *[[{{REST API}}|The REST API documentation page now shows the Fishbowl server version in the header]]. | ||
* [[Install_Fishbowl#Install_Fishbowl|The User License Agreement has been updated in the Fishbowl Installer.]] | *[[Install_Fishbowl#Install_Fishbowl|The User License Agreement has been updated in the Fishbowl Installer.]] | ||
{{HideH2|Fixes - 2022.2}} | {{HideH2|Fixes - 2022.2}} | ||
'''Accounting Exports''' | '''Accounting Exports''' | ||
* Resolved: "The total debits must equal total credits" export error due to rounding differences (AU). | *Resolved: "The total debits must equal total credits" export error due to rounding differences (AU). | ||
'''CSV''' | '''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 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. | *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''' | '''Part''' | ||
* Resolved: Cost discrepancy caused by voiding a shipment and reconciling a purchase order. | *Resolved: Cost discrepancy caused by voiding a shipment and reconciling a purchase order. | ||
'''Picking''' | '''Picking''' | ||
* Resolved: Order Link Section sizing to small and cutting off text. | *Resolved: Order Link Section sizing to small and cutting off text. | ||
* Resolved: Unit of Measure conversions causing quantity discrepancies when picking from multiple locations. | *Resolved: Unit of Measure conversions causing quantity discrepancies when picking from multiple locations. | ||
'''QuickBooks Online''' | '''QuickBooks Online''' | ||
* Resolved: Export errors due to duplicate tax rates (Canada). | *Resolved: Export errors due to duplicate tax rates (Canada). | ||
'''Sales Order''' | '''Sales Order''' | ||
* Resolved: Amounts not being classified as negative when currency uses a trailing negative sign. | *Resolved: Amounts not being classified as negative when currency uses a trailing negative sign. | ||
'''Xero''' | '''Xero''' | ||
* Resolved: Vendor street address pulling the company address instead of the vendor's address. | *Resolved: Vendor street address pulling the company address instead of the vendor's address. | ||
{{HideReleased|2022.1|01|13|22}} | {{HideReleased|2022.1|01|13|22}} | ||
{{HideH2|Highlights - 2022.1}} | {{HideH2|Highlights - 2022.1}} | ||
* [[Support|Updated Log4j to the latest version.]] | *[[Support|Updated Log4j to the latest version.]] | ||
* [[Receiving#Module_Options_Reconcile_tab|Added module options in the Receiving module to require the Ref # and Bill Date fields during the Reconcile wizard.]] | *[[Receiving#Module_Options_Reconcile_tab|Added module options in the Receiving module to require the Ref # and Bill Date fields during the Reconcile wizard.]] | ||
* [[Inventory#Search|Added the ability to save the Advanced Search in the Inventory module.]] | *[[Inventory#Search|Added the ability to save the Advanced Search in the Inventory module.]] | ||
* [[Legacy_Gateways#Clover_Connect_(Legacy)|The CardConnect payment gateway has been updated to save cards to the Wallet when processed through a terminal device.]] | *[[Legacy_Gateways#Clover_Connect_(Legacy)|The CardConnect payment gateway has been updated to save cards to the Wallet when processed through a terminal device.]] | ||
* [[Legacy_Gateways#Clover_Connect_(Legacy)|The CardConnect payment gateway has been updated to use new mandated classification fields on transactions sent to CardConnect.]] | *[[Legacy_Gateways#Clover_Connect_(Legacy)|The CardConnect payment gateway has been updated to use new mandated classification fields on transactions sent to CardConnect.]] | ||
{{HideH2|New Features - 2022.1}} | {{HideH2|New Features - 2022.1}} | ||
* [[Part#MRP_wizard|A column displaying the part UOM was added to the Summary step of the MRP wizard.]] | *[[Part#MRP_wizard|A column displaying the part UOM was added to the Summary step of the MRP wizard.]] | ||
* [[Legacy_Gateways#Square_(Legacy)|The Square Payment Gateway has been updated to exclude inactive locations in the Location selection list]]. | *[[Legacy_Gateways#Square_(Legacy)|The Square Payment Gateway has been updated to exclude inactive locations in the Location selection list]]. | ||
* [https://www.fishbowlinventory.com/support/updates/download Removed the 32-bit version of the Fishbowl Installer]. | *[https://www.fishbowlinventory.com/support/updates/download Removed the 32-bit version of the Fishbowl Installer]. | ||
* [[{{REST API}}|Added the ability to scrap inventory through the REST API]]. | *[[{{REST API}}|Added the ability to scrap inventory through the REST API]]. | ||
* [[Fishbowl_Legacy_API#Save_Image_Request|Updated the SaveImageRq API call to accept images for Sales Orders.]] | *[[Fishbowl_Legacy_API#Save_Image_Request|Updated the SaveImageRq API call to accept images for Sales Orders.]] | ||
* [[Fishbowl_Legacy_API#Save_Image_Request|Updated the SaveImageRq API call to accept images for Work Orders.]] | *[[Fishbowl_Legacy_API#Save_Image_Request|Updated the SaveImageRq API call to accept images for Work Orders.]] | ||
{{HideH2|Fixes - 2022.1}} | {{HideH2|Fixes - 2022.1}} | ||
'''CSV''' | '''CSV''' | ||
* Resolved: Incorrect column header in the Customer Parts CSV (Previously listed as "CustomerLastPartPrice"). | *Resolved: Incorrect column header in the Customer Parts CSV (Previously listed as "CustomerLastPartPrice"). | ||
'''Dashboard''' | '''Dashboard''' | ||
* Resolved: Client login being slowed down due to the Dashboard loading as a saved tab. | *Resolved: Client login being slowed down due to the Dashboard loading as a saved tab. | ||
'''Email Settings''' | '''Email Settings''' | ||
* Resolved: Using "Sign in with Google" while also having data in the Username and Password fields causes emails to fail to send. | *Resolved: Using "Sign in with Google" while also having data in the Username and Password fields causes emails to fail to send. | ||
'''Sales Order''' | '''Sales Order''' | ||
* Resolved: Right-click and Issue ignored the "Issue Sales Orders" module option when manager approval would be needed. | *Resolved: Right-click and Issue ignored the "Issue Sales Orders" module option when manager approval would be needed. | ||
Revision as of 18:18, 12 July 2023
This page lists recent changes made in Fishbowl Advanced as well as download links for the currently supported versions.
- Click here to jump to the most recent download.
- Instructions for updating Fishbowl are found in the Update Fishbowl article.
- Release Notes and downloads for older versions are found in the Release Notes archive.
- Upcoming features are found in the Roadmap.
Scheduled for JUL 13, 2023 - Advanced 2023.7
New Features - 2023.7
- Added the Sales Invoice as a separate report and set it as the default report for Sales Invoice printing and emailing
- ShipExpress is now installed with each new Fishbowl install and this update
Fixes - 2023.7
- Sales Order
- Resolved: Currency Conversion error when changing the customer on a Sales Order
- Resolved: Sales Order Item type drop down showing incorrect options for certain line item type
- Reports:
- Resolved: Inventory Availability report not matching the Inventory module due to Drop-ship orders
- ShipExpress:
- Resolved: USPS Ground Advantage not showing as a mapping option
JUN 8, 2023 - Advanced 2023.6
Download - 2023.6
- Download Fishbowl-202023.6.exe for Windows
- Download Fishbowl-202023.6.dmg for macOS (Limited support)
- Download Fishbowl-202023.6.sh for Linux (Documentation only)
Features - 2023.6
- Improvements to the QuickBooks Online connection.
Fixes - 2023.6
Purchase Order
- Resolved: Part cost not updating when switching to a Vendor with a different currency.
Other Changes
- Contract status alerts have been reworded throughout the system.
MAY 18, 2023 - Advanced 2023.5
- Download Fishbowl-202023.5.exe for Windows
- Download Fishbowl-202023.5.dmg for macOS (Limited support)
- Download Fishbowl-202023.5.sh for Linux (Documentation only)
License Keys
- Resolved: 2023 license keys not auto-generating when updating from a pre-2023 version.
Fishbowl Payments
- Resolved: Declined payments are being imported into Fishbowl when using a payment link.
- Resolved: Avalara estimated tax not being included in payment total when using a payment link.
APR 14, 2023 - Advanced 2023.4.1
- Download Fishbowl-202023.4.1.exe for Windows
- Download Fishbowl-202023.4.1.dmg for macOS (Limited support)
- Download Fishbowl-202023.4.1.sh for Linux (Documentation only)
- Active license keys are now permanent. New keys will no longer be required each year. Must be on version 2023.1 or later.
- All license keys now include access to Fishbowl Checkout.
- The Fishbowl GO plugin and applicable access rights have been updated to reflect the renaming of the mobile application to Fishbowl Advanced Mobile.
- Part QR Code Label now includes vertical alignment options for individual fields.
- The Fishbowl Drive plugin has been renamed to File Storage.
- Custom footer text can now be hidden on the Sales Order Report and Shipping Invoice.
Payments
- Resolved: ACH type payment methods not available for use if not integrated with Fishbowl Payments.
CSV Imports
- Resolved: PPVP and Part CSV imports throw an error when attempting to import cost values prefixed with the Pound symbol (Canada/International databases only).
Reports
- Resolved: Item History Report does not account for inventory added during the Part Creation wizard.
- Resolved: Batch Packing List by Date - Columns do not hide/show according to selected options.
Schedule Module
- Resolved: Date range parameters are not considered when scheduling a report. Full dataset is shown regardless of selected dates.
Client Login
- Resolved: Client presents a white screen and freezes upon login when "Use Web Connection" is unchecked and a web port is entered.
Settings
- Resolved: Changing a country abbreviation causes a "Duplicate Country Found" error.
Sales Order
- Resolved: Canceling a sales order after picking the second line item leaves an open shipment and inventory remains committed.
MAR 9, 2023 - Advanced 2023.3
- Download Fishbowl-202023.3.exe for Windows
- Download Fishbowl-202023.3.dmg for macOS (Limited support)
- Download Fishbowl-202023.3.sh for Linux (Documentation only)
- New Purchase Order Summary Export. This new report that displays the same content as the Purchase Order Summary report, but it's formatted in column/row style for a better experience when exporting as CSV or XLS. The report also includes the option to display and filter by custom fields from the PO and PO items.
- Shipping Invoice now includes a Pay Online button for Fishbowl Payments users.
- Asset Valuation by Account report now includes a date selector. When a date in the past is chosen, cost values will be displayed as of that date.
- GS1 codes (application identifiers) are now pre-populated for Lot Number(10), Expiration Date(17), and Serial Number(21). The values can still be edited.
- Work Order Consumption report has been reformatted for a better experience when exporting as CSV or XLS. Users can now opt to group the report by WO# or Part#.
- Dropdown menus and text fields throughout the application have been given a slight facelift with new arrows and inset text.
- A new user access right, "Allow finished good quantity to exceed original quantity," on MOs and WOs. The quantity can still be reduced when this new access right is not given.
- Part QR Code Label now includes an optional custom text field that will print on every label.
- Added a new column to display Item Type on the Sales Order Summary Export. The report can now also be filtered by Item Type.
- Sales By Month report now includes options to include/exclude all item types.
Fishbowl Advanced Mobile (formerly Fishbowl GO)
- Resolved: Error when trying to print a packing list from the mobile app.
Payments
- Resolved: "Other" payment type produces an error when used on a payment.
Reports
- Resolved: Production Yield Report won't show split batch total quantities.
- Resolved: Shipping Invoice - Tax shown as $0 when total is a net negative. Negative values are now displayed correctly.
- Resolved: Shipping Invoice - HTML formatting not reading properly in the custom footer text field.
- Resolved: Packing List - Carton layout not presenting for transfer order shipments
RMA
- Resolved: RMA produces a sales order with no number when "Auto-assign SO numbers" is turned off.
Purchase Order
- Resolved: Vendor cost rule not accounting for UOM when part is added to PO.
Client Login
- Resolved: Client presents a white screen and freezes upon login when using the web connection and an invalid port is entered.
Picking
- Resolved: Order level commit button doesn't commit newly available inventory if a portion has already been committed.
FEB 9, 2023 - Advanced 2023.2
- Download Fishbowl-202023.2.exe for Windows
- Download Fishbowl-202023.2.dmg for macOS (Limited support)
- Download Fishbowl-202023.2.sh for Linux (Documentation only)
- New Fishbowl Payments product in Fishbowl Advanced (rebranded from Stax Pay to Fishbowl Payments).
- Added a Dashboard tab for Fishbowl Payments with product messaging and sign-up links for new users.
- Embedded the Fishbowl Payments portal on the Dashboard tab of the Payment Gateway module.
- Added a Settings tab in the Payment Gateway module for Fishbowl Payments.
- Improved Fishbowl Payments enrollment flow for users with an active legacy gateway connection.
- ACH transactions are now available with Fishbowl Payments.
- New Part QR Code Label.
- This is a new interactive product in the
BI Report module. QR code labels can be printed for all your parts in any dimensions you need. All report elements are draggable and resizable.
- This is a new interactive product in the
- Pick Ticket report - Added an option to combine like items. Multiple rows with the same part number and locations will be combined into one item.
- Schedule module - The Batch Pick Ticket, Batch Packing List, and Tag Barcodes One Off / Avery reports are now available in the
Schedule module. - Packing List report - Added an option to show totals on the quantity columns. Item columns on transfer order shipments can also hide or show.
- Dormant Customers report - This report has been redesigned to make it more intuitive and functional.
- PPVP CSV import - Added the ability to update the Next Value for Serial Number, Lot, and other tracking fields.
- Part CSV import - Added the ability to update the Next Value for Serial Number, Lot, and other tracking fields.
Reports
- Resolved: Packing List - Custom fields will now be hidden when Display field is unchecked.
Database Changes
- paymentgateway table: Stax Pay name and java class changed to Fishbowl Payments.
- wallet table: Stax Pay gatewayname changed to Fishbowl Payments.
- paymenttype and paymentmethod tables: ACH type was added (id value of 120).
JAN 12, 2023 - Advanced 2023.1
- Download Fishbowl-202023.1.exe for Windows
- Download Fishbowl-202023.1.dmg for macOS (Limited support)
- Download Fishbowl-202023.1.sh for Linux (Documentation only)
- Added Stax Pay payment links. Fishbowl users can generate a payment link for a sales order and email their customers the Sales Order Report, which now includes a Pay Online button.
- Added module options for payment links that allow Fishbowl users to accept partial payments/tips and select which payment methods will be accepted.
- Added a scheduled task to import online payments received using payment links.
- 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.
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 Fishbowl-202022.12.exe for Windows
- Download Fishbowl-202022.12.dmg for macOS (Limited support)
- Download Fishbowl-202022.12.sh for Linux (Documentation only)
- 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 in the
Reports module. - The exported report file can also be automated and emailed in the
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.
- The
Discount module table columns can now be sorted, rearranged, and hidden. Settings will persist across logins and restarts. - The Export Summary report can now be run in the
Schedule module. - Payments in the Stax Pay portal display the Fishbowl SO# in the Memo field.
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 lowercase.
- 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 Fishbowl-202022.11.exe for Windows
- Download Fishbowl-202022.11.dmg for macOS (Limited support)
- Download Fishbowl-202022.11.sh for Linux (Documentation only)
- Improved the Stax Pay enrollment process by adding the ability to validate company information in Fishbowl before starting the payments application.
- The On Hand and Inventory Availability reports can now display and filter custom fields.
- The following reports are now available to run in the Schedule module: Part Activity Report, Part Activity Export, Historical Part Cost, MTD Sales, POS Hourly Breakdown, Dormant Customers.
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 BOMs 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 Fishbowl-202022.10.exe for Windows
- Download Fishbowl-202022.10.dmg for macOS (Limited support)
- Download Fishbowl-202022.10.sh for Linux (Documentation only)
- New payment gateway integration to Stax Pay in Payment Gateway module (enrollment link included). Stax Pay allows users to process, refund, and void credit card (not present) transactions.
- The Packing Slip 4x6 label previously available on our Reports store has been added as a standard report.
- Gross Sales By Product Report: Added some options and a slight redesign to make the report more Excel friendly.
- Added custom fields to the following reports: Packing List, Shipping Invoice, and Sales Order Summary.
- Sales Order Summary: The report can now be filtered by a custom field. Added the option to show orders with a Cancelled status. Reorganized the Modify Report dialog.
- Updated to the latest version of JxBrowser.
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 error due to not having a "returning as" part associated even for types other than "Outsource."
SEP 8, 2022 - Advanced 2022.9
- Download Fishbowl-202022.9.exe for Windows
- Download Fishbowl-202022.9.dmg for macOS (Limited support)
- Download Fishbowl-202022.9.sh for Linux (Documentation only)
- Sign in with Microsoft. Updated authentication process for Microsoft email settings.
- Custom fields can now be displayed on standard reports. The SO Report can now display up to 6 SO custom fields and 3 SO line item custom fields. Custom fields will be added to additional reports in the coming months.
- Estimated tax will now be displayed in the Payments wizard when integrated with Avalara.
- Added a user access right to hide/show tax columns in the Receiving module (non-US versions only).
- Added a new Manufacture Order module option: "Do not recalculate labor quantities in fulfillment wizard." When checked, labor quantities will not be adjusted in the consumption step of the WO fulfill wizard.
- Option to modify field titles added to PO Report, Shipping Invoice, and Packing List. Modify report window has also been reorganized with tabs and groups in these reports.
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 Fishbowl-202022.8.exe for Windows
- Download Fishbowl-202022.8.dmg for macOS (Limited support)
- Download Fishbowl-202022.8.sh for Linux (Documentation only)
- Functionality has been added to better allow for the organization of the Modify Report window. More 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, and 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.
Class
- Resolved: Creating a new class froze the client or gave an error but still created 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 became 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 Fishbowl-202022.7.exe for Windows
- Download Fishbowl-202022.7.dmg for macOS (Limited support)
- Download Fishbowl-202022.7.sh for Linux (Documentation only)
- [[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]].
- Added a module option to allow Bank Transfer as an available payment method in QuickBooks Online.
- [[Template:REST API|Combo boxes in the Client now update appropriately when using the web connection]].
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 part's UOM if it is 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: QuickBooks Online 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 a Work Order.
JUN 9, 2022 - Advanced 2022.6
- Download Fishbowl-202022.6.exe for Windows
- Download Fishbowl-202022.6.dmg for macOS (Limited support)
- Download Fishbowl-202022.6.sh for Linux (Documentation only)
- Amazon Plugin customer mapping functionality updated to comply with Amazon's Data Protection Policy.
Checkout
- Resolved: Selecting an order tax rate being required for international customers.
Consignment
- Resolved: Auto Replenish being unable to finish.
Database Rebuild Tool
- Resolved: Memos 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 more 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 error when receiving tracked items.
REST API
- Resolved: Address creation issues when creating Purchase Orders.
Sales Order
- Resolved: Incorrect salesperson displayed after creating a new user.
Shipping
- Resolved: Fixed column width not saving after logging out.
Vendor
- Updated the example database's vendor costing-rule 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 Fishbowl-202022.5.exe for Windows
- Download Fishbowl-202022.5.dmg for macOS (Limited support)
- Download Fishbowl-202022.5.sh for Linux (Documentation only)
Database Update
- Resolved: Update issues related to removing UPS Ready.
APR 22, 2022 - Advanced 2022.4.1
- Download Fishbowl-202022.4.1.exe for Windows
- Download Fishbowl-202022.4.1.dmg for macOS (Limited support)
- Download Fishbowl-202022.4.1.sh for Linux (Documentation only)
- Updated Fishbowl to account for a Java remote code execution vulnerability.
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 Fishbowl-202022.4.exe for Windows
- Download Fishbowl-202022.4.dmg for macOS (Limited support)
- Download Fishbowl-202022.4.sh for Linux (Documentation only)
- Added Password Policy options that allow for more-secure user passwords.
- The UPS Ready integration has been completely removed.
- Database password is now blank when creating a new database on a Mac or Linux server install.
- Fishbowl Advanced Mobile iOS is now auto-approved in the demo database.
- [[Template:REST API|Added the ability to do an inventory move through the REST API]].
- [[Template:REST API|Added the ability to cycle count inventory through the REST API]].
- Updated UPS Carrier Codes to be editable after UPS Ready removal.
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 Fishbowl-202022.3.exe for Windows
- Download Fishbowl-202022.3.dmg for macOS (Limited support)
- Download Fishbowl-202022.3.sh for Linux (Documentation only)
- [[Template:REST API|Added the ability to run a data query through the REST API]].
- Updated CardConnect branding to Clover Connect.
- [[Template:REST API|Updated documentation for the REST Import call]].
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 is 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 Fishbowl-202022.2.1.exe for Windows
- Download Fishbowl-202022.2.1.dmg for macOS (Limited support)
- Download Fishbowl-202022.2.1.sh for Linux (Documentation only)
- Resolved: Client Auto Update running for plugins, causing the client to become inoperable.
FEB 10, 2022 - Advanced 2022.2
- Download Fishbowl-202022.2.exe for Windows
- Download Fishbowl-202022.2.dmg for macOS (Limited support)
- Download Fishbowl-202022.2.sh for Linux (Documentation only)
- [[Template:REST API|Added a REST API call for Imports]].
- The report rights assigned to the default user groups on new databases have been updated.
- [[Template:REST API|The REST API documentation page now shows the Fishbowl server version in the header]].
- The User License Agreement has been updated in the Fishbowl Installer.
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.
QuickBooks Online
- Resolved: Export errors due to duplicate tax rates (Canada).
Sales Order
- Resolved: Amounts not being classified as negative when currency uses a trailing negative sign.
Xero
- Resolved: Vendor street address pulling the company address instead of the vendor's address.
JAN 13, 2022 - Advanced 2022.1
- Download Fishbowl-202022.1.exe for Windows
- Download Fishbowl-202022.1.dmg for macOS (Limited support)
- Download Fishbowl-202022.1.sh for Linux (Documentation only)
- Updated Log4j to the latest version.
- Added module options in the Receiving module to require the Ref # and Bill Date fields during the Reconcile wizard.
- Added the ability to save the Advanced Search in the Inventory module.
- The CardConnect payment gateway has been updated to save cards to the Wallet when processed through a terminal device.
- The CardConnect payment gateway has been updated to use new mandated classification fields on transactions sent to CardConnect.
- A column displaying the part UOM was added to the Summary step of the MRP wizard.
- The Square Payment Gateway has been updated to exclude inactive locations in the Location selection list.
- Removed the 32-bit version of the Fishbowl Installer.
- [[Template:REST API|Added the ability to scrap inventory through the REST API]].
- Updated the SaveImageRq API call to accept images for Sales Orders.
- Updated the SaveImageRq API call to accept images for Work Orders.
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.