Fishbowl Advanced
Release Notes

Release Notes

From Fishbowl Advanced

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

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

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 - 2023.5
Fixes - 2023.5

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 - 2023.4.1
Highlights - 2023.4.1
New Features - 2023.4.1
Fixes - 2023.4.1

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 - 2023.3
Highlights - 2023.3
  • 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.
New Features - 2023.3
  • 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.
Fixes - 2023.3

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 - 2023.2
Highlights - 2023.2
  • New Fishbowl Payments product in Fishbowl Advanced (rebranded from Stax Pay to Fishbowl Payments).
  • New Part QR Code Label.
    • This is a new interactive product in the Icon.BI Report.png 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.
New Features - 2023.2
  • 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 Icon.Schedule.png 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.
Fixes - 2023.2

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 - 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 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 - 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 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 - 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 error 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. 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.
New Features - 2022.8
Fixes - 2022.8

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 - 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 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 - 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: 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 - 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 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 - 2022.2.1
Fixes - 2022.2.1
  • 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.

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 - 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.
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