Navigation:  Release Notes > POSitive v.5 Release Notes

Changes in POSitive v5.1602.29

 

Accounting
Voiding a Sales Order with Deposit and choosing to Send Check was doubling the entry in AR Transactions, and this has been fixed.

 

Reports

Purchasing Reports: “Items Not Ordered Since…” report has been revised to use the Vendor Code rather than the Primary Vendor ID in order to prevent a possible error message.

 

Purchasing

Under certain circumstances printing a PO would produce a blank page and the program has been changed to prevent this.

 

 

Changes in POSitive v5.1601.13

 

End of Day
A bug has been fixed that was causing Discounts to appear as Refunds in the Daily Balance, Tender History report.

 

 
Changes in POSitive v.5.1601.5

 

Consignments

Consignor amount was being improperly calculated and has been fixed.

 

Accounting
The Comparative Budget report was generating an error message and this has been fixed.

 

A change was made to improve GL reporting when adjusting stock counts.

 
Invoicing – Pending Transactions

A screen refresh problem that caused lines to be overwritten when adding or deleting items on certain Pending transactions and Returns has been fixed.

 

The Pending Quotes and Service Order lists were updating too slowly and this has been fixed.

 

A bug was fixed that under some circumstances caused Pending Service Orders to open and respond slowly.

 

A bug that prevented Presold Serial Numbers from being linked to a PO has been fixed.

 

The Electronic Journal now uses a format that included the customer name.

 

Inventory

(Five Star v.5 only) The Inventory Property Grid was not syncing correctly and this has been fixed.

 

Some customers reported problems printing or e-mailing purchase orders with the previous v.5 release and this issue has been fixed.

 

 

Changes in POSitive v.5.1511.8

 

Inventory Center (Five Star v.5 only)

The inventory center now includes a Property Grid where important item information is displayed all the time. Note: Five Star uses a different Property Grid than other POSitive products.

 

Report Writer
A bug that was causing a time discrepancy on custom reports has been fixed.

Report Writer has also been updated to a current version.

 

Report Center

The Report Center can now accommodate an unlimited number of custom reports.

 

Pending Center
On some previous versions if you selected Pending Orders or Pending Service Orders and selected Details, only a reference number would be displayed. This has been fixed.

 

A screen refresh problem that prevented new Orders and Quotes from being visible immediately under Pending has been fixed.

 

Transactions

On some previous versions Subtotals were not being displayed on the screen when creating an Invoice, Order or Quote, but they did show on a printout. This has been fixed.

 

Accounting
Category GL settings were not being associated correctly with Division GL accounts. This has been fixed.

 

Property Grid (Five Star v.5 only)

A bug has been fixed that prevented changes made on the Property Grid from being saved.

 

Purchase Orders (Five Star v.5 only)

Under certain circumstances the “Purchase By” information was not being filled in when creating a PO from an existing Sales Order. This has been fixed.

 

 

Changes in POSitive v.5.1509.23

 

Customer Center
A bug has been fixed that prevented customer discounts that were pre-set in Customer Categories from being applied to new customers.

Taxes
A bug has been fixed that under certain circumstances caused a “Surtax” amount not to be printed on an invoice.

 

 

Changes in POSitive v5.16.27

 

Employee Logout

A bug has been fixed that prevented the Employee Logout function from locking all sections of the program.

 

Inventory Verify/Adjust

Under some circumstances using Inventory Verify/Adjust to change the stock count of an item caused G/L to be incorrectly updated. This has been fixed.

 

AR Payments

A fix in v.5.16.8 inadvertently created a bug causing AR payments to be applied to the wrong customer. This has been fixed.

 

Under certain circumstances using a credit balance in combination with a check to make multiple AR payments at once caused the balances to be incorrectly updated on one or more of the transactions. This has been fixed.

 

 

Changes in POSitive v5.16.8

 

Invoicing

Invoices may not be voided after balancing the register, whether GL posting is turned on or off.

 

The “Prompt for Description” field is now limited to 40 characters so it matches the size of the field on printed forms.

 

Customer Center

A bug has been fixed that prevented transaction notes from being seen when viewing Pending Transactions in the Customer Center.

 

Inventory

A bug has been fixed that prevented Inventory Options from being saved.

 

The PO e-mail form may now be a custom form.

 

A bug has been fixed in Coupon Manager that prevented Departments from being listed.

 

A bug has been fixed that had caused some Transaction Notes to disappear when the item was placed on an invoice.

 

Accounting

Under “AP Processing” a list of “In Process” invoices were shown by mistake and have been removed.

 

 

Changes in POSitive v.5.16.7

 

Touch Screen

The Customer List now sorts correctly when the default is set to “account number”.

 

Receiving Purchase Orders

A certain procedure had a bug that prevented the customer name from appearing PO Receive Summary – Items Arrived Screen has been fixed.

 

Under certain circumstances items received on a PO may be assigned to the wrong customer order. This has been fixed.

 

Changing Price on Sales Order

A certain procedure where a price is changed by selecting Use Last Price and conflicted with Contract Pricing has been fixed.

 

Suspend and Retrieve Order

Some customers reported a problem with suspended orders being overwritten. This has been fixed.

 

Accounts Payable

Deleted POs no longer show up in AP as an “in process” transaction.

 

A rounding error was occurring when calculating prices with more than 2 decimal places. This has been fixed.

 

Under certain circumstances opening and closing an AP entry would create duplicate entries in Post Transactions. This has been fixed.

 

AR Payments

Under certain circumstances paying for multiple AR charges with a combination of existing credits and a check would generate a new open charge. This has been fixed.

 

Daily Balance Worksheet

Under certain circumstances an erroneous amount listed under a “Debit” tender definition could not be edited. This has been fixed.

 

Service Orders

A screen refresh issue where updated sales totals were not immediate displayed has been fixed.

 

A bug that caused service notes to be displayed out of chronological order has been fixed.

 

Switching to Service Orders from Pending Quotes or Pending Contract Pricing would cause columns to be displayed in the wrong order. This has been fixed.

 

Returns

A certain return procedure had a bug fixed that prevented the tender type from being displayed in invoice history.

 

Order Deposits
Under certain circumstances if an order is placed for an out of stock item and a deposit equal to the total amount is taken, the deposit amount is shown to be greater when the order is converted to an invoice. This has been fixed.

 

Inventory Break Apart

A bug has been fixed that prevented inventory counts from being updated correctly when creating a “break apart”.

 

 

Changes in POSitive v.5.16.1

 

Checkbook

A certain procedure involving the posting of an AP Credit with Invoice would cause the Checkbook balance to be set to zero has been fixed.

If you go to the checkbook and find a check which has been entered incorrectly, you may edit the check and change the Remit To address and other changes as needed.  If in the end you choose to Void the check, the AP entry which created this Check will be restored to AP-Posted for further processing.

 

Consignments

Stock tracking is now turned on by default when entering consignment items.

 

Vendors

Deleting a Vendor now deletes the Vendor ID so it may be reused for another Vendor.

 

Purchase History Invoice Button

This has been fixed so that the proper customer transactions are always listed, quantities are accurate, multiple duplicate records have been eliminated, and the Locate option to find a specific SKU or description using Enter or CTRL-Enter is working as it should. One must tag a previously purchased item(s) and choose select to add it to the current invoice or order.  The selling price will be current pricing and not old pricing.

 

Quotes

A problem with taxes not being displayed properly on the printed copy (standard form) has been fixed.

 

On converted quotes with price adjustments the prices are no longer reverting back to original prices upon conversion.  The prices are "locked" for the transaction.

 

Service Appointments

The process of updating the service appointment calendar has been streamlined so that the calendar is updated much more quickly when there a many appointments scheduled.

 

E-commerce

A new PCLink program is now available to properly link to a user specified "Magmi" folder.

 

DropShip Status

A new "blue" colored checkmark indicates which items on a sales order are linked to drop ship purchase orders.  They used to be "green" and have been changed to eliminate confusion.

"Show PO Status" of Backorders

The "Show PO Status" button on the Details view of pending transactions is fixed and functioning properly to show which purchase order is linked to each item on the sales order.  Also, the text will wrap to the column width to make it easier to read. Note: Show PO Status works only for purchase orders (both dropship and not dropship) initiated by the "Create PO" option of the Pending Transactions list screen.  The "InfoBar" tool will display any item's PO Status.

 

Voiding DropShip Purchase Order

The status of the inventory on a pending order is now immediately reset to show that the PO was voided and the item is again backordered.

 

Multi-Site

Serial numbered items involved in Transfers between stores are properly handled when invoicing to sell the serial number.

“Landed Cost” now carries over for inventory transferred to remote site.

Fixed the ability to transfer "bulk" inventory items without experiencing cost and pricing changes.

Fixed GL Reports to properly filter by site.

Transfers initiated with the use of import files will now properly use the correct cost of each item.  Note: one can only transfer items with current stock.

Tiered Taxation

This has been fixed to assure that taxes are properly charged for situations such as Tennessee 4% on first 2000, 9% on extra over 2000 was not working.  Note: the sequence of the tiered taxes is important.

 

Touchscreen

Choosing EBT for tender type and then changing your mind no longer causes the total due amount to be lost.

 

Merge Two Inventory Items

The merged item which was linked to Pending Quotes and Sales orders is fixed to properly link to the retained inventory item.

 

Merge Two Purchase Orders

The new, updated and retained purchase order is fixed to show the corrected grand total.

 

Shipping Labels

Fixed to now print the correct shipping address even if the transaction is to be shipped to an address other than the primary address in the customer record.

 

Invoicing

Suspended Invoices list now consistently shows invoice number and station number. Printing of a Suspended Invoice now works with customized Report Writer forms.

When doing return invoices, choosing to assign the refund to the customer AR account consistently updates AR Details when choosing Apply Now or Apply Later options.

Suspended Invoices can now be previewed in lieu of printing.  Station Setting: Printing Options: "Always Prompt To Preview" should be checked.

General Ledger

Returns of items assigned to Categories with independent GL Account numbers are now properly updating GL Transactions with the correct accounts.

"Hidden Template / Kit" items were not making a proper GL Transactions when sold on invoices.  This has been fixed.

Simply editing the Invoice Number of an AP-Unposted transaction caused an extra GL Account entry to be made.  This has been corrected to no longer make this extra entry.

Editing an AP-Unposted transaction to add freight charges would also cause unwanted calculations to be sent to GL if the purchase order was a partial receive PO (some items on the PO were not all received at the same time).  This has been fixed.

Accounts Payable
A provision and process has been designed for making incremental payments to vendor invoices.

With the new version 5.14.31.1 or higher the AP - Unposted will no longer display new "In Process" entries.  There will only be entries for purchase orders which have been received and not list all purchase orders awaiting processing.  In other words, if you create a purchase order and place it in the POs To Receive group, you will no longer find an entry for that PO in Accounting: AP Unposted.

Transactions which have been moved from AP-Unposted to AP-Posted can no longer be edited in this state.  To make changes to the AP transaction, it must be returned to AP-Unposted and then edited.

Transactions in AP-Posted which have been processed to the checkbook are removed.  If you go to the checkbook and choose to Void the check, the AP entry will be restored to AP-Posted for further processing.

Simply editing the Invoice Number of an AP-Unposted transaction caused an extra GL Account entry to be made.  This has been corrected to no longer make this extra entry.

Editing an AP-Unposted transaction to add freight charges would also cause unwanted calculations to be sent to GL if the purchase order was a partial receive PO (some items on the PO were not all received at the same time).  This has been fixed.

Custom Designed Forms
Some users of POSitive prefer to use custom designed invoice, orders, quotes, etc. which print their logo and rearrange various fields on the printout.  Changes have been made to properly support printing of Quotes With Costs for Internal Use.

Inventory
"Hidden Template / Kit" items were not making a proper GL Transactions when sold on invoices.  This has been fixed.

Pending Transactions
After editing prices of items on a pending transaction and then converting that transaction to an invoice or other pending transaction type, will no longer forget the price change when making additional changes to quantities of items.

Purchase Orders
Merging two purchase orders for the same vendor now properly updates the grand total of the retained purchase order to show all product totals.

Reports
The "Current AP Report" no longer displays blank lines for Vendor Name.

The "AR Aging Report" has been revised to eliminate possible miscalculations.

Fixed GL Reports when using Multi-Site to properly filter by site.