Total Office Manager Update

Release Notes for Version 20.11.2000
Release Date: 11/21/2020 (rolling update)

Thank you for trusting Aptora Corporation with your business management software. We appreciate your feedback and support.

Database Update

This update will require all other users to be logged out so that the database can be updated.

New Features and Enhancements

The following were feature requests submitted by users like you:

1. We added automatic tracking of historical changes made to Hire Date, Release Date, and Eligible for Rehire in the Employee Payroll Items form. When you change the Hire Date, Release Date, and Eligible for Rehire, those changes are recorded to a new tab called Employment History. Ticket: JL293
2. When you print or email a Sale, Invoice, Estimate, or Purchase Order, a Contact Log entry is made automatically. That entry includes the user’s name, date, time, and topic. Open Preferences > Reports My Preferences to turn this feature on and to set default Contact Log Topics. Ticket: JL294
3. Added additional fields to Invoice Items List. These include Mfg Part No, Date Created, User Created, and User Revised. Ticket: CSM072
4. Added Vendor Terms to purchase orders. When you create a Item Receipt or Bill from a PO, these terms will be used. If there are multiple Item Receipts or Bills, the PO terms may not be used. Ticket: JL288
5. Added Location Address Fields to Custom Work Order. These include Location Name, Location Description, Location Addr1, Location Addr2, Location Full Address, Location County, Location Contact, and Location Phone. Ticket: CSM068
6. Added additional fields to the Custom Work Order builder. These include WO Item Description, Item Manufacturer Part No, Item Declined?, and Item Notes. Ticket: CSM071
7. Removed of NestLevel (parent/child) stipulation from the Work Order Locations feature. Ticket: CSM069
8. When the premium feature for Customer Locations is enabled, the timesheets now include the location appended to the WO Number. Ticket: CSM074
9. The Admin Bypass (replaced Admin Override in version 20.11.400) now requires a unique password. Ticket: CSM050
10. Add “Auto Fill Down” options on all credit card charge related forms. Credit card forms now have the same options as does the Bills form. Ticket: CSM045
11. Payments are now departmentalized. We include the department selection in the general ledger. This will not impact your financial results. It allows for more complete departmentalization. Ticket: 19680
12. We added the ability to include work order numbers when importing item receipts and bills.
13. We added a script to return the SQL Server Compatibility Level. This will help us diagnose problems related to slow speed, stability, and database schema related errors.  Please make sure you are using MS SQL Server version 2014 or higher. We recommend 2016 with the latest service packs and updates. Ticket: JL151
14. Credit Card Batch Convert will now only look at the customer table. This change was made to the new credit card processing system that is in beta.

Bugs Fixes and Fine Tuning

1. Fixed an issue where if the quantity of a Group type item is set to zero and then increasing the quantity will not update that Group item. Ticket: 27482
2. UOM item on the Inventory Report showing incorrect data when a specific warehouse was chosen.
3. Fixed an issue where when the default work order type is set it is not populating the duration when a work order is created. Ticket: 27568

Yellow Screen Error Submissions

These are the unanticipated errors that open a form with a yellow background. We appreciate any information that users add to this error message prior to clicking the Submit button.

1. modRecords.recordExitsBatch() Invalid column name ‘id’.