REGION NZ | AU
REGION NZ | AU
AP - Accounts Payable
Improve I/O for Aged Balances report layouts for faster performance.
Add Document Email addresses to Email Address drop down on Customer / Creditor Batch email form.
AR - Accounts Receivable
Improve I/O for Aged Balances report layouts for faster performance.
Add Document Email addresses to Email Address drop down on Customer / Creditor Batch email form.
CB - Cash Book
CB Rule List when Rule Type Withdrawal or Deposit is selected, Analysis Code may be selected to filter for Rules which use that code.
CO - Company
Added new Company Setting for Allow System Password Sync. Allow company passwords to be synchronised with system passwords. Selected (the default), when a system password is changed, matching User Codes and passwords are also changed. When this is selected, and System and Company User Codes and passwords match, the password can only be changed at the System level. Clear, when a password is changed, matching company or system user passwords must be changed independently. When System and Company User Codes and passwords match, they can still be changed at both the System and Company levels.
Improvements to security for sync users.
Prompt to add a System User when a Company User is added if SSO is enabled, and the Logged In system user has the necessary System Permissions.
DI - Data Interchange
Added Print and PrintSheet methods to ICStocktakeData object. Added Print method to ICStocktakeCountData.
FA - Fixed Assets
Display Image Dimensions and Size on Image tab.
Added Asset Date and Asset Quantity to Book Comparison Report Layouts.
FD - Form Designer
Add Title for BrowseDataset on FD Memory Table.
Filter LookUpSource to exclude tables from unavailable Modules.
Allow Ctrl+= as button component shortcut.
GL - General Ledger
Filter out inactive zero balance GL Reconciliation Report entries.
GST - GST
Add filters to new GST report layouts.
Add Mexican Tax Regime to available regimes for GST.
Add Papua New Guinea Tax Regime to available regimes for GST.
IC - Inventory Control
Added BeforeGenerate event to IC Manufacture Batch form, triggered when Manufacture Component is selected.
Added Print and PrintSheet methods to ICStocktakeData object. Added Print method to ICStocktakeCountData.
Improve I/O for Coded Bin lookups.
Display Image Dimensions and Size on Image tab.
IN - Invoicing System
Position Discontinued hint on the Product Code rather than at the bottom of the form.
Add Allow Job Code on OE Source INLines setting to IN settings.
Prompt to add a System User when a Company User is added if SSO is enabled, and the Logged In system user has the necessary System Permissions.
JC - Job Costing
JC Job Maintenance Invoice Documents grid - Add Created / Modified Fields from INHEAD.
MB - Max Basic
Added BeforeGenerate event to IC Manufacture Batch form, triggered when Manufacture Component is selected.
Add SourceBatchID and SourceLineID transient properties on ICManufactureBatchForm. For batches created using the Manufacture Component button / method on the form these will return the ID's of the SourceBatch and SourceLine provided the batch was saved prior to Generate.
Added DisableURLEncoding property to the HttpRequest automated object.
OE - Order Entry
Position Discontinued hint on the Product Code rather than at the bottom of the form.
RD - Report Designers
Add Company Report Preference (default for designed documents and reports) and Report Designer Property for PDF Image Max DPI, and if required downsample images as pdf files are generated.
RE - Report Engine
Make Start New Page on Main Group Break implicitly treat Account as a Group Break for Account Sequence style banded layouts. For Transaction Sequence style banded layouts only consider grouping on the first band for Main Group Break.
SYS - System
Add Import All Users to System menu.
Added new Company Setting for Allow System Password Sync. Allow company passwords to be synchronised with system passwords. Selected (the default), when a system password is changed, matching User Codes and passwords are also changed. When this is selected, and System and Company User Codes and passwords match, the password can only be changed at the System level. Clear, when a password is changed, matching company or system user passwords must be changed independently. When System and Company User Codes and passwords match, they can still be changed at both the System and Company levels.
Display created / modified panel on System User Form.
Improvements to security for sync users.
Do not replicate Permission Group Code when synchronising System User to Company User.
WS - Web Service
Tweaks to JSON responses and meta data from web service: Exclude Name, IndexName, RecordMax, RecordCount from response and metadata. Ignore CreatedUserCode, CreatedDate, CreatedTime, ModifiedUserCode, ModifiedDate and ModifiedTime in Requests.
Add further support for headers in requests via reverse proxies.
Bug Fix
ALL - All Modules
Fix ZipForge errors when backing up System Folders.
AP - Accounts Payable
Allocation Sequence report layouts added to AR and AP Transaction Reports.
Fix selections not applied to batch print of Shipments.
Recalculate Discount Available from Creditors Discount Terms on change of Creditor Code.
Fix Batch Printing for Unprinted Shipments not picking up all Unprinted shipments.
Fix shipment revaluation on post not factoring in discounts.
Fix duty adding into Receipt Cost Bs twice on AP Shipment Line, Issue introduced in build 103.
Fix AccountCode / AccountFile not set for Email initiated to a Contact from the Contacts grid on Customer / Creditor maintenance forms.
Fix Physical Address selection not working for printing Creditor Address label from Creditor maintenance form.
AR - Accounts Receivable
Allocation Sequence report layouts added to AR and AP Transaction Reports.
Fix AccountCode / AccountFile not set for Email initiated to a Contact from the Contacts grid on Customer / Creditor maintenance forms.
Fix AR Discount Permission not restricting Discount on Customer Receipt, issue introduced by changes in Build 103.
CB - Cash Book
Handle alpha characters in bank account numbers for Hash Total calculation.
Fix handling of CB Bank Account revaluation for negative deposits and negative withdrawals in FX bank accounts.
Fix possible Access Violation after printing Banking Summary > Both.
CO - Company
Fix scaling issue reconnecting a disconnected RDP session with Accredo when desktop is scaled.
Fix Alias for User Group breaking passwords for Users belonging to the Group (Alias was incorrectly re-encrypting the passwords with the Group Code). If users are affected passwords can be reset by another user with the necessary permission level.
Fix issue when Company User Limits are applied with which users are reported as in the current company under Show Logged In Users.
DI - Data Interchange
Fix List index out of bounds (-1) error changing Excel spreadsheet on Price Book importing.
Check for DI module included when WS module is added to a company
Fix Price Book Import "Product not in Edit or Insert State" error. Error only occurred when IC Settings for Automatically Apply Markups and Stamp Modified on Sell Price Change are selected, and a Price which is a Markup source is changed during the import.
EM - Email and HTML editor
Fix SMTP signature with images issue.
FA - Fixed Assets
Mercury only issue, Fix FA Asset re-grouping journal to GL having wrong signs.
FD - Form Designer
Fix indexing issue for Surrogate Combo with COPERIOD as lookup source.
GST - GST
Fix BAS Return Form Calculations for Boxes G8 and G19. Net GST was correct.
IC - Inventory Control
Fix quantity passed to Manufacture Component selected from the IC Manufacture Batch form. Was passing the Manufacture Quantity from the header rather than the Component Quantity from the line.
Hide GL Account Code on IC Adjustments when IC not integrated to GL.
Fix positioning in with IC Bin Location Maintenance Grid after inserting a new code.
Saturn only: Fix InTransit quantity backoff when Destination Location for a Stock Transfer is changed after Post Dispatch. IC file recovery corrects the quantities.
Fix batch posting (post all up to current period) of IC Manufacture batches not clearing IC Pending Stock Movements correctly. File recovery for IC will correct any affected Products,
ICBar UOM code added to IC Bar Codes report layout as BarUOMCode.
IN - Invoicing System
Fix find by Order No not handling mixed and lower case Order Numbers.
Fix introduced issue blocking change of product code for OE Source line, and instead ensure link to OELine is cleared if Product Code is changed.
Fix intermittent INBANKLN RecordRevision issue with Cash Sales.
JC - Job Costing
Fix issues with Previously Invoiced recovered costs when using Invoice as Quoted on the Job Invoicing Form.
Fix check for Pending Costs when Completing a Job via JC Invoicing incorrectly considering PO Requests for Quotation as Pending Cost documents.
MB - Max Basic
Added Single Global Variables selection to View > Preferences > Trouble-shooting, Select to ensure scripting variables will not be able to spread across different contexts. A variable with the same name as an existing variable will be treated as a new variable. This can be used to prevent errors caused by variables with the same names in different contexts, such as different event scripts for the same Object, and scripts, imports, exports etc called via functions e.g. PlayScript, EDIExport, EDIImport. Note: That this will be the enforced state for Version 6 and following so we recommend it be turned on when coding to avoid relying on accidental transfer of variables between contexts, and for testing purposes. Refer to the help on Passing Information Between Events, and Script Arguments for recommended approaches for passing information between contexts.
Fix timing of OnOpen events for Batch Email Selections form to allow fields on the Email Editor tab to be set.
Fix TD permission required for InputCustomCode using a MemoryTable in a Scripted Form Grid.
Fix applying a filter to a lookup in code while form is read only causing the first code to pass the filter to display instead of the stored value.
OE - Order Entry
Fix find by Order No not handling mixed and lower case Order Numbers.
Fix introduced issue blocking change of product code for OE Source line, and instead ensure link to OELine is cleared if Product Code is changed.
PA - Purchase Analysis
Fix population of lookups on Analyse grid in Analysis Report Designers when Analysis Type is changed.
PO - Purchase Orders
Fix PO Authorisation issue when accepting a Request for Quotation as a PO Order requiring Authorisation.
Fix Email Purchase Orders error when Job Costing is not present.
RD - Report Designers
Fix Report Designer splitters for QBE and Query Results.
SA - Sales Analysis
Fix population of lookups on Analyse grid in Analysis Report Designers when Analysis Type is changed.
SP - Special Pricing
Fix tblMemBreak RuleID surrogate -xxx unknown errors in SP Rule Maintenance when rules are edited or duplicated after earlier duplicate and save.
Fix Special Pricing Rule Maintenance form Report not populating Effective Price and Effective Margin from Breaks.
SQL - SQL
Fix Access Violation when Distinct used in SQL Query in combination with Functions such as PeriodName.
Fix SQL wildcard issue that occurs when the last character of the like pattern is an underscore.
SYS - System
Import Users fixed to add company to existing System Users company list.
TD - Table Designer
Fix error message when schema size limit of 65535 bytes is exceeded.
WS - Web Service
Fix issue with Web Service occasionally not stopping.
Fix "code":400, "message":"Default INQUOTE not found" error when printing a Quote from the Web Service.
Due to inconsistencies between the usage and definition of Enum values Enums are no longer included in the OData $metadata endpoint.
Check for DI module included when WS module is added to a company
Added reverse proxy support for X-Forwarded-Proto when writing urls.
Web Service worker lock checking will now check "Lock Company" requests when logging in and at timed intervals Access times will now be checked in web service workers when logging in and at timed intervals. Note that access time changes may take up to 5 minutes to 'flush' through to workers.
ALL - All Modules
File recovery cleans up Permissions created during conversion for Roles and Users which have a Permission group.
AP - Accounts Payable
Add Open to Shipment Statuses. An Unprocessed Shipment may be set to Open which will prevent Post Invoice / Post Receipt until the Status is changed back to Unprocessed.
IC - Inventory Control
I/O improvements for Product Report Layouts particularly in Saturn.
Make Internal Reference available to customise into the IC Transaction Grid. Note that this requires a join to INHead so there is an I/O cost if it is customised in.
IN - Invoicing System
Added a Find by Order Number button to the IN Invoice List and OE Order List.
Ensure JC related fields are Read Only on OE sourced IN Lines.
JC - Job Costing
If Enforce IC Cost Prices is unselected in Navigator > Setup > Job Costing > Settings > Integration tab, cost prices for Invoice Lines with a JC Transaction ID (i.e. lines invoiced using the Job Invoicing form or object) may be edited from the Invoice line since this is the Invoiced Cost for WIP recovery only.
Ensure JC related fields are Read Only on OE sourced IN Lines.
MB - Max Basic
Allow data level events to modify custom fields on Accredo Tables which are read only for the user at form level.
Add CBBankingSummaryListForm and CBStatementListForm as available shortcut Toolbars.
Add CopyTable method to MemoryTables and FD MemoryTables. CopyTable creates a duplicate of the Table which is not linked to the original table where Clone created a linked instance.
OE - Order Entry
Added a Find by Order Number button to the IN Invoice List and OE Order List.
SP - Special Pricing
Added new SP Setting "Sell Relative Mixed Basis Prices". Selected, for Sell Relative Rules, if the Context Sell Price Basis differs from the GST Basis for the Price Code in the Rule, e.g. Customers price list is Inclusive and Price Code specified in the special price rule is Exclusive, or vice versa, then GST is automatically added / deducted. This means you can use one sell relative rule to return the same effective price regardless of whether the Context is working with Inclusive or Exclusive Sell Prices. Designed to work with the standard SPDefault.pfs script. If your Pricing Script has been modified to handle mixed basis do not turn this on as well.
TD - Table Designer
Allow data level events to modify custom fields on Accredo Tables which are read only for the user at form level.
XX - Install Scripts
Demo Data updated to September 2019 with Mobile Apps Navigator tab for Mobile Sales Demo reporting.
Bug Fix
ALL - All Modules
Fix Memo Account Name not displayed when a saved memo is opened.
AP - Accounts Payable
Fix handling of Discount in Divide Amount mode for Add Order Lines on AP Shipment.
CO - Company
Provide for opt in conversion to 120 char SMTP passwords from 51 char in release version. Contact Accredo support for details if longer passwords are required.
Fix permission required for Forced Password changes.
EM - Email and HTML editor
Fix HTML email formatting issue with Parent Styles.
Fix scaling issue for Accredo Mail Form body.
FD - Form Designer
Fix introduced issue with setting Hook Control to a Grid.
GST - GST
Fix All GST behaviour for Other GST Regimes.
IC - Inventory Control
Fix Available and Theoretical Quantity calculations on IC Product and Location Detail report to factor in Quantity Returned, Transfer Out / Transfer In and In Production correctly.
Update Quantity Theoretical calculation on documents and batches to include Returned and In Production.
Fix Exact Match failing for Find dialog on sorted Stocktake Count.
Fix posting of JC Actuals from IN not updating Product Allocation / Return Quantities - file recovery fixes any affected products.
IN - Invoicing System
Update Quantity Theoretical calculation on documents and batches to include Returned and In Production.
Fix file recovery issue for JC Tran Invoice Quantities on zero quantity transactions.
JC - Job Costing
Fix file recovery issue for JC Tran Invoice Quantities on zero quantity transactions.
Fix timing of Read Only change for Job Status when Job is changed to Normal.
Fix posting of JC Actuals from IN not updating Product Allocation / Return Quantities - file recovery fixes any affected products.
MB - Max Basic
SMTP mailing will now work from a script when run from within web service.
Fix TD permission required for InputCustomCode using a MemoryTable.
OE - Order Entry
Fix OrderedCostBs calculation for Manual Kitsets.
PO - Purchase Orders
Fix handling of Discount in Divide Amount mode for Add Order Lines on AP Shipment.
RD - Report Designers
Fix alignment issues when printing designed document or report containing HTML memo component.
SQL - SQL
Fixed introduced issue in singleton select.
SYS - System
Fix "The procedure entry point TryAcquireSRWLockShared could not be located in the dynamic link library Kernel32.dll" issue running on Windows Server 2008. Was not an issue on Server 2008 R2 or later.
Fix Email QSP link in Help > About.
TD - Table Designer
Ensure TabOrder is loaded on Customise for Custom tabs.
Fix introduced issue for Alias / Merge of Custom codes.
WS - Web Service
SMTP mailing will now work from a script when run from within web service.
Make MemoryTableBuilder available within the Web Service for PlayScript and ScriptEvents.
XX - OLEDB/ODBC
Fix DataSource.Error: ODBC: ERROR [HY000] [Accredo][ODBC 03.51 Driver]Domain "XXXX" not registered issue.
Fix ODBC permission checking not handling permission via a permission group.
ALL - All Modules
Clear First History Period setting on save if Current Period setting is cleared.
Add resize retry loop to cope with transient error 1224 during File Recovery.
Fix Mail Autodetect to handle Outlook 365.
AP - Accounts Payable
Make Duplicate Contra / Duplicate as Credit for FX transactions and documents both retain and fix the source exchange rate.
AR - Accounts Receivable
Make Duplicate Contra / Duplicate as Credit for FX transactions and documents both retain and fix the source exchange rate.
CO - Company
Hide Tax grid on Products and Analysis codes unless Other Tax Regimes have been added.
Ensure System User is Logged Out on Company exit if Logged in Company User was changed while in the Company.
Request confirmation of Start Date for initial year of periods added to a new company.
DI - Data Interchange
Make the TotalCosts fields available to the ICComponentData object.
IC - Inventory Control
Hide Tax grid on Products and Analysis codes unless Other Tax Regimes have been added.
IN - Invoicing System
Make Duplicate Contra / Duplicate as Credit for FX transactions and documents both retain and fix the source exchange rate.
JA - Job Analysis
Added Include Inactive Jobs selection to Job Selections in Job Analysis Report Designer. Defaults selected and may be added to a report as a runtime selection.
MB - Max Basic
The TDTableDesignerForm LoadTable and SaveTable methods now support an optional parameter FileName: String. Used in LoadTable([FileName: String]). FileName must be a fully specified path and file name of an existing custom or Accredo table. Used in SaveTable([FileName: String]). FileName must be a valid custom or Accredo table filename. The same rules as in the UI apply. If the parameter is not given or is an empty string, then the Open and Save Dialogs will be executed as happens in the form normally.
APShipmentsData level Before and After PostReceipt and PostInvoice script events added.
SYS - System
Ensure System User is Logged Out on Company exit if Logged in Company User was changed while in the Company.
Add a System level permission for Force User Exit. Defaults to Control for the ACCREDO system user, defaults to NONE for all other system users. If permitted then the Force User Exit option is available while logged in at the system level. User is prompted to select a Company from their list of available companies, and may then select user(s) to force exit.
TD - Table Designer
The TDTableDesignerForm LoadTable and SaveTable methods now support an optional parameter FileName: String. Used in LoadTable([FileName: String]). FileName must be a fully specified path and file name of an existing custom or Accredo table. Used in SaveTable([FileName: String]). FileName must be a valid custom or Accredo table filename. The same rules as in the UI apply. If the parameter is not given or is an empty string, then the Open and Save Dialogs will be executed as happens in the form normally.
WS - Web Service
Image endpoint added.
Bug Fix
ALL - All Modules
Fix Access Violation error if Document form is closed after Print Document is selected before clicking Run on the Print dialog.
Fix possible file recovery error "Dataset not in edit or insert mode." introduced by changes to silence Weight and Volume warnings.
AP - Accounts Payable
Fix shipment duplicate contra handling of extended discount in Divide Amount mode.
Ensure all values are reset for shipment lines in Divide Amount cost mode on change of Product Code.
Fix introduced issue with Acceptable Discrepancy failing on Shipments in Divide Amount cost mode.
Fix discount issue on Create Shipment from Purchase Order when Creditor Cost Mode defaults to Divide Amount.
CO - Company
Fix issue when Company User Limits are applied with which user is reported as locking a process.
DI - Data Interchange
Add missing unmapped PriceCodes and Markups to Price Book Import.
EM - Email and HTML editor
Fix User Email setting for SMTP Only (BCC, CC) not applying in Accredo Mailer when Use SMTP Mailing is selected.
IC - Inventory Control
Fix introduced issue in Saturn with Job Customer Code not replicated to JC Usages in IC.
Fix Mercury only issue saving a newly inserted product with Maximum and Minimum quantity set.
JC - Job Costing
Fix introduced issue in Saturn with Job Customer Code not replicated to JC Usages in IC.
MB - Max Basic
Fix HTTPRequest object handling of gzip compressed responses.
OE - Order Entry
Fix introduced issue triggering OELine events on duplicate Order.
PO - Purchase Orders
Fix PO Authorisation Password conversion issue in Mercury only. Note that with relevant permission Authorisation passwords can be reset under Navigator > Setup > Purchase Orders > Authorisation codes, and that passwords are forced UPPERCASE during conversion.
Fix discount issue on Create Shipment from Purchase Order when Creditor Cost Mode defaults to Divide Amount.
SQL - SQL
Fix GST tablename case sensitivity for permission check in SQL.
SYS - System
Fix issue when Company User Limits are applied with which user is reported as locking a process.
WS - Web Service
Add ReportLayout endpoint to web service to retrieve information about available layouts.
Improvement
ALL - All Modules
Show Last EOP User and Date / Time on Period tab in Module settings.
Add Open File Location buttons to Link form toolbars.
Reduce I/O on masterfile form opens.
Make File Recovery fix extended weight and volume issues.
Fix NextDocumentNo setting logging to only record changes from the Setting forms.
Improve I/O for working with memos.
AP - Accounts Payable
Added Drill Up button on AP shipment lines which have been posted as Receipts, drills up to the IC Receipt transaction.
CO - Company
Reduce I/O on open company.
DI - Data Interchange
Make SerialNo available to ICManufactureBatch data object.
EM - Email and HTML editor
Add Email lookups to Accredo Mailer. All email addresses associated with the Customer / Creditor are available. To append multiple email addresses type a semi-colon ; before looking up the next address.
Accredo Mail Form now has a tool bar with options to Add Attachment (button moved from the bottom of the form), and a new Add Links option which allows you to select from the links for the AccountCode for the mailer. Weblinks are inserted in the body of the message and file links as attachments.
Fix Mailer Events not triggered when EmailSend is set true in scripted document printing.
Added Company Mail Setting if Use Accredo Mail Form is selected to Trigger Mailer Events for Batch Emails, default to Unselected. This sets the default state for a matching flag on all batch email forms. If selected for a batch email Mailer Before and After Send events will be triggered for each email.
FD - Form Designer
Make GetAccredoDefaultPrinter available in Form Designer context.
Added LinkedControl property to Splitter Components. This is the container control the splitter is linked to. If set then User changes to the splitter position will be remembered with the form size.
GL - General Ledger
Add Non-Operating to Cash Flow types in GL.
Add Budgets Periods Ago and Budget Variance Periods Ago to GL Report Wizard.
Correct code generated by the GL Financial Report Wizard for the Period Balance Variance Percent and Year Balance Variance Percent selections.
GST - GST
Added Sales All GST and Purchases All GST fields to the GST Detailed layouts for easy reporting of values analysed as All GST.
Force logout of MyIR immediately after GST return is filed.
Make Tax No (GST No) for Regime required when Tax Basis is set to anything other than Not-Registered.
IC - Inventory Control
Relax requirement when Markup Basis is Price Code for all Price Lists to either be a source of markups or destination doe markups.
Added new setting to Navigator > Setup > Inventory Control > Settings > Stocktake tab "Post Nil Variance Transactions". If selected then Post for a Stocktake will post an Adjustment transaction for All Products in the stocktake including those with a nil variance.
Display Created / Modified bar on IC Manufacture Batch form.
Saturn only. For IC integrated to GL on Perpetual Basis make JC Usages use Job Branch and Department for Cost of Sales journal instead of IC Location Branch and Department.
Make Stock Group GL Account Codes available to Product Balances report layout.
IN - Invoicing System
OE Back Orders layout, and for OE Allocations layout make OEHead Category fields available.
JA - Job Analysis
Add to Navigator option from within Report designers will populate the Shortcut User List from the Report User List.
MB - Max Basic
Make parameter validation for TimeValue function strict. Valid parameters are String, Date, Time or DateTime, not Number.
Added MakeDate and MakeTime functions.
Added new MaxBasic function CreateModuleMemoData, takes a ModuleCode as the parameter and returns the mdule MemoData object. This has significantly less i/o overhead than the CreateMemoData function which loads all memos for the AccountFile and AccountCode.
Add MinDate and MaxDate functions.
OE - Order Entry
OE Back Orders layout, and for OE Allocations layout make OEHead Category fields available.
PA - Purchase Analysis
Add to Navigator option from within Report designers will populate the Shortcut User List from the Report User List.
RD - Report Designers
Add to Navigator option from within Report designers will populate the Shortcut User List from the Report User List.
RE - Report Engine
Fix Report Layout to Excel error: Could not convert variant of type (Null) into type (OleStr) when using Totals Only and there are no values for the group. e.g. grouping on a category when some records do not have a category assigned.
SA - Sales Analysis
Add to Navigator option from within Report designers will populate the Shortcut User List from the Report User List.
SYS - System
Add From Address to email settings for System Users. If not specified, From Address will fall back to the User's email address.
TD - Table Designer
Reduce I/O for Custom field lookups on Form Open.
COUSROLE file is now TD extensible.
WS - Web Service
Add PlayLayout endpoint to webservice to allow generic execute of a report layout.
Report layouts are now available to either be run using PlayReportScript or PlayLayout dependent on layouts available to the logged in user.
Added ICAvailable endpoint to web service for querying stock availability.
Add ARCustomer/PrintStatement endpoint to web service.
Implement Company Web Limit in web service.
PlayScript/PlayReportScript can only play scripts with extension .pfs and only where the script exists in the relevant script path.
All MaxBasic functions added as 'available' to the web service via PlayScript endpoint, in that any script should be runable by the web service, i.e will compile. Any stubbed functions cannot be run via web service, these are identified with a description of 'Not supported by Web Service' using ScriptDoc endpoint. The Not Supported functions have been added so that conditional coding in a script can be done to allow for running within a web service.
Bug Fix
ALL - All Modules
Fix possible "Range check error" with Window handles.
AP - Accounts Payable
Fix Due Date issues when editing zero value AP Transactions.
Fix error editing AP Payment reference in system without CB.
Fix Customer / Creditor word lookup for Contact Fields other than Contact Name. Rebuild words in settings or run file recovery if affected.
Prompt for Exchange Rate on AP Shipment Additional costs where an FX creditor in different currency from Shipment Creditor is selected and Rate is not found.
AR - Accounts Receivable
Fix Customer / Creditor word lookup for Contact Fields other than Contact Name. Rebuild words in settings or run file recovery if affected.
CB - Cash Book
Fix Payment Due date defaulting for AP Cash Purchases inserted from CB Bank Reconciliation.
CO - Company
Fix locking issue for Alias and Merge when User Count is restricted by Company.
DI - Data Interchange
Validate email template path resolution for scripting at the data level. If specified template is not found and exception will now be thrown.
COScriptShortcutData User sub object fixed to be positioned under shortcut sub object and work correctly.
EM - Email and HTML editor
Fix introduced Mailer error in Beta.
FD - Form Designer
Fix "tblMemoryTable1: Domain definition 'POPostStatus' not found" error opening V4 custom form in V5.
GL - General Ledger
Fix Posting of GL Batches from Results window for Import from Subsidiary.
GST - GST
Fix GST Detailed Report Payments Basis handling for partial allocations.
Fix GST Basis Change Adjustment sign issue.
IC - Inventory Control
Saturn Only. Fix wrong branch and department used on IC Transfer dispatch and receipt for Transit transactions.
Fix Batch Price Updates when filtered on value which changes so the Product no longer passes the filter.
IN - Invoicing System
Fix Invoice Form state after immediate Cash Sale from an unsaved invoice.
JC - Job Costing
Fix handling of Discount for Invoice As Quoted using Pro-Rate or Difference setting.
MB - Max Basic
Fix deleted surrogate auto-incs in memtables triggering exception message: "tblMemLineClone LineID surrogate -X unknown."
Fix handling of formatted null dates in MemoryTables passed to CreateReport.
OE - Order Entry
Fix "Field 'Markup (%)' cannot be modified" exception for Kitset with positive and negative components on an OE Order when there are insufficient quantities.
PA - Purchase Analysis
Fix empty date formatting from SQL reports.
PO - Purchase Orders
Fix Quantity Shipped reporting Product Quantity Shipped instead of PO Line Quantity shipped on PO Stock On Order report layout.
Fix Authorisation failing on accepted PO Quotation Request.
Fix missing Change Password button on PO Order in Mercury.
RD - Report Designers
Fix introduced issue in V5 where OutputDirectory is not remembered within a session.
RE - Report Engine
Fix introduced issue in V5 where OutputDirectory is not remembered within a session.
TD - Table Designer
Fix Co Text Code domain registration issue.
WS - Web Service
Improve Firewall rules created by the Web Service installer.
Fix Web Service awareness of Private Customisations.
Fix issues handling Accredo codes including symbol characters.
Fix Web Service handling for milliseconds in time values.
XX - Install Scripts
Improve Firewall rules created by the Web Service installer.
ZIP - Backup
VSS Writer updated to fix "Exception: Write failed "SNAPSHOT.PDB" Win32 Error. Code: 33" issue.
Fix from Structured Exception failed w/err 0x0000000 in VSS Writer when Service is started.
DI - Data Interchange
Ensure user permissions relating to access to sub objects are applied at the data level.
Bug Fix
AP - Accounts Payable
Fix AR and AP GST Payments Reconciliation report speed issue opening the report selections.
AR - Accounts Receivable
Reinstate missing Open Discount Schedule button on Customer Form in Mercury.
Fix AR and AP GST Payments Reconciliation report speed issue opening the report selections.
IC - Inventory Control
Fix File Recovery triggering basify for Accredo tables containing Product Code, UOM Multiplier and UOM Quantity when UOM is Active and table has been extended using TD to add a domain IC Product Code custom field.
SP - Special Pricing
Fix introduced issue for Special Pricing Maintenance form where Quantity Breaks are not enabled.
SYS - System
Fix assignment of Web Sessions for Web Service when legacy CM module is present.
TD - Table Designer
Fix File Recovery triggering basify for Accredo tables containing Product Code, UOM Multiplier and UOM Quantity when UOM is Active and table has been extended using TD to add a domain IC Product Code custom field.
WS - Web Service
Ensure Regime and Currency caches are cleared when switching Companies.
XConv - Accredo Conversion
Fix conversion for Company without a Tax Regime.
ALL - All Modules
Position focus in clicked column when line is appended to grid using mouse click.
EmailFileName in document email designers is now a function returning the EmailFileName including any changes applied to EmailFileName in OnPrintEvents.
AP - Accounts Payable
Created and Modified Date / Time / User fields made available to AR Customer / AP Creditor Document tabs.
AR - Accounts Receivable
Created and Modified Date / Time / User fields made available to AR Customer / AP Creditor Document tabs.
CB - Cash Book
Add Split Line option to the CB Bank Reconciliation statement grid, available for an unmatched statement line. Option prompts to split the unmatched line into two unmatched lines where two transactions are required.
Prompt for Reference and Comment for Banking Summary on Export from CB and write back to Banking Summary.
CO - Company
Trim leading and trailing spaces for email lookup to handle minor copy/paste issues.
Handle up to 51 characters for SMTP passwords.
IC - Inventory Control
Add effective margin percentage calculated field to Sell Prices grid in IC Product Maintenance. Calculated for base currency Sell Prices only relative to Valuation Cost Price, and visibility controlled by Cost and Sell Prices permissions.
Saturn only, added Location selection to the IC Product List. If Location is specified any Quantities displayed are relative to the Location.
Ensure Manufacture batch report available fields match those available to the Manufacture Batch grid.
Include Manufacture Batch reference in IC Pending Movements grid Reference.
Make Margin Percentage available to the IC Price Code Layout. Calculates for Base Currency effective Sell Prices and Valuation Cost Price.
Make Post Status available to the Pending Stock Movements grid.
Saturn only. Display Post Status (i.e. Dispatch) and Receipt Status on IC Transfer Form, and make these available for scripting.
IN - Invoicing System
Change of UOM Sell Price was recalculating UOM Sell Price. Now fixed.
JA - Job Analysis
Add support for expressions for Custom calculated fields referencing other Custom calculated fields in Analysis Reports. In particular this is significant for calculating meaningful total percentages on custom calculations. Notes: * Fields are referenced as Calculated_Custom_n with n assigned sequentially as custom fields occur in the field list. * A custom calculated field can only refer to a custom calculated field defined 'before' it in the field list (i.e. lower numbered). * If a custom calculated field is reordered in the field list this may mean other calculated fields referencing it may reference a different field. ie. Expressions are not updated when calculated fields are reordered.
MB - Max Basic
Add Permission under Company\Scripts\Set Stamp User to Allow SetStampUser function to be used by user other than ACCREDO, default permission is None.
PA - Purchase Analysis
Add support for expressions for Custom calculated fields referencing other Custom calculated fields in Analysis Reports. In particular this is significant for calculating meaningful total percentages on custom calculations. Notes: * Fields are referenced as Calculated_Custom_n with n assigned sequentially as custom fields occur in the field list. * A custom calculated field can only refer to a custom calculated field defined 'before' it in the field list (i.e. lower numbered). * If a custom calculated field is reordered in the field list this may mean other calculated fields referencing it may reference a different field. ie. Expressions are not updated when calculated fields are reordered.
SA - Sales Analysis
Add Job as an Analysis option if JC is present.
Add support for expressions for Custom calculated fields referencing other Custom calculated fields in Analysis Reports. In particular this is significant for calculating meaningful total percentages on custom calculations. Notes: * Fields are referenced as Calculated_Custom_n with n assigned sequentially as custom fields occur in the field list. * A custom calculated field can only refer to a custom calculated field defined 'before' it in the field list (i.e. lower numbered). * If a custom calculated field is reordered in the field list this may mean other calculated fields referencing it may reference a different field. ie. Expressions are not updated when calculated fields are reordered.
SP - Special Pricing
Added Inactivate Rules process under Tasks > Special Pricing > Inactivate Rules. If Inactive Criteria is selected all rules with an Inactive Criteria, e.g. a rule referencing a now inactive Customer or Inactive Product will be made Inactive, note that any Criteria which are not found are considered Inactive. If an Expiry date is specified then additionally any Rules with an End Date prior or equal to the Expiry date will be Inactivated. Requires Write or Control permission for Rules.
WS - Web Service
New setting for the web service has been added - AllowBasicAuth - No, TrustedOnly & Yes. For TrustedOnly the Remote IP must be in the trusted IP list (regardless of using SSL or not). Tokens generated from a basic request will use up a license until the token is expired.
Bug Fix
ALL - All Modules
Fix Alarm trigger not firing in grids where movement on field exit is to a different row.
AP - Accounts Payable
Fix Credit shipment posting issue with Whole Balances allocation, "AP Period (none) not available for posting"
Fix issues with editing of Origination Date on AP Invoice transactions.
Fix "Regime Code must have a value" error updating Computer Printed Cheques.
AR - Accounts Receivable
Fix Credit shipment posting issue with Whole Balances allocation, "AP Period (none) not available for posting"
CB - Cash Book
Ensure Date of Last import is reloaded on change of bank account within the CB Bank Reconciliation form.
Fix CB error "Sum of Base Dissections x does not equal base amount y" error which can occur when processing FX transaction for Other GST regime.
Fix CB Rule for Other Tax Regime not setting Regime code when a transaction is created from the rule.
CO - Company
Fix field level tracking for default tracked files.
Fix SMTP test login failing when not editing the form.
Fix syncing of passwords from System to Company Users when System User password is changed at login prompt.
Fix Optimise tables causing CRC errors for tables containing encrypted fields.
DI - Data Interchange
Fix COM session allocation for new systems without legacy CM module.
EM - Email and HTML editor
Fix "Range check error" using Spell check in the Mail Editor.
GL - General Ledger
IC Transfer to GL for Manufacture Usages from batches when integrated on perpetual basis incorrectly used Cost of Sales account. Now fixed. Any transferred batches will need editing to correct if affected.
Fix GL Batch Unposting "not found" error.
GST - GST
Fix Floating Point Division by Zero exception opening the GST Return forms when rate for earliest return has not been set.
IC - Inventory Control
Recommended Reorder calculation for Non Diminishing items on Product report layout corrected to return zero,
Fix Bin Location must have a value error in Mercury settings.
Fix Mercury Only IC Manufacture batch sheet iterator issue.
Make Bin Location available to IC Manufacture Batch lines and Batch report.
Fix Recommended Reorder calculation on Product Quantities tab not populated in Saturn when UOM is Active.
Fix Manufacture Batch Report flip signing for posted batches.
Fix Vendor code for IC Product word lookups not being populated. If you are affected you will need to either run IC file Recovery or rebuild IC Words from Navigator > Setup > Inventory Control > Settings > Words tab.
IC Transfer to GL for Manufacture Usages from batches when integrated on perpetual basis incorrectly used Cost of Sales account. Now fixed. Any transferred batches will need editing to correct if affected.
Fix timing issue for IC Transfer Data After Dispatch / After Receipt events.
IN - Invoicing System
Fix invoice file name incorrectly including "Reprint" for previously printed invoices.
Fix filename not including Invoice number when printed to disk file.
MB - Max Basic
Fix Company and User objects failing script validation for Command Line scripts.
Fix issue with modification of XLSX speadsheet containing drawings using SaveToExcel method.
Fix OldValues for currency field type always returns 0.
Fix timing issue for IC Transfer Data After Dispatch / After Receipt events.
RD - Report Designers
Fix Mercury Only IC Manufacture batch sheet iterator issue.
RE - Report Engine
Fix report preferences not saved / loaded for non-customisable layouts such as the CB Reconciliation layout.
SP - Special Pricing
Fix exact match corner case for SP Who / What / Where selections.
SYS - System
Fix syncing of passwords from System to Company Users when System User password is changed at login prompt.
TD - Table Designer
Fix possible exception: tblAcct: Missing TableName property when opening a TD Custom Table Form.
Fix exception message: Open failed ...TDLINK.PDB' issue on Custom tabs with lookup controls.
XConv - Accredo Conversion
Handle conversion of IN Lines with Job Code when JC is not present.
Fix possible TcnvCOCtrl40: Delete failed error converting from V4.
AP - Accounts Payable
Make additional flelds available to customise into the Allocated Transactions grids: AR and AP: Source ID, Source Module, Bill From Account Code AR only: Internal Reference, Job Code, Sales Area Code and Sales Person Code.
AR - Accounts Receivable
Make additional flelds available to customise into the Allocated Transactions grids: AR and AP: Source ID, Source Module, Bill From Account Code AR only: Internal Reference, Job Code, Sales Area Code and Sales Person Code.
CB - Cash Book
Fix CB Analysis Groups balances permission set to none not hiding all balance related fields.
CO - Company
Make Last Modified Date for script file available to customise into the Script Events/Script Shortcuts grids.
DI - Data Interchange
Saturn only add Branch, Department and Location Codes to JC Batch Data Object.
GST - GST
Added Go to MyIR button to the GST Return Form toolbar.
Add Submission Report for filed NZ GST Returns.
IC - Inventory Control
Add selections to IC Manufacture Sheets batch printing.
Saturn only Add Filter on ICQty to IC Product Labels, filter requires location code to be specified.
Improve Import Count, to report errors only and optionally open the imported count after import.
Add data level PrintSheet method to ICManufactureBatchData object.
Product Balances Report layout in Saturn will now display Quantities for the specified location, or for all locations if no location is specified.
IN - Invoicing System
For Cash Sales only default Bank Through true if all Banking Line Banking Media are Bank Through and the Customer is Bank Through.
JC - Job Costing
Allow Undelete for Deleted Jobs, subject to the Re-open Job permission.
Fix OpenForm("JCHEAD", XXXX) to open correct form for Batch Class.
Saturn only add Branch, Department and Location Codes to JC Batch Data Object.
Allow Serial No edit from JC Transaction form and update IC Transaction.
MB - Max Basic
Added OnOpen events for the following document print forms: OEPackingSlipReport, ARStatementReport, ARReceiptsReport, APRemittanceAdvicesReport, POPrintPurchaseOrderReport, POPrintQuotationRequestsReport, JCJobSheetReport, ICManufactureSheetReport. OnOpen event may be used to set defaults or to selectively prevent access. Note that the event is triggered whether printing from a single document or a batch print option and single or batch can be tested for using the PrintMode property for the form.
Fix OpenForm("JCHEAD", XXXX) to open correct form for Batch Class.
Preserve FileName property set in OnPrint event through change of Destination.
Added GetVarType function that takes a variable as a parameter and returns its type as a string.
Added GenerateGUID function that returns a new GUID as a string.
PO - Purchase Orders
Allow PO Authorisation passwords to be reset without old password if user has Control Permission for PO Authorisations.
SP - Special Pricing
Allow TD extension for SPRule table.
SYS - System
Added System Setting to Sync Accredo User Company Ordering. If selected then the Company tab for the Accredo System User is automatically synchronised with the ordering applied to the Company Maintenance form.
TD - Table Designer
Allow TD extension for SPRule table.
XX - OLEDB/ODBC
OLEDB driver handling for Variant fields.
ODBC driver handling for Variant fields returned as Strings.
Bug Fix
AP - Accounts Payable
Make nil value Shipments post as Invoice not Credit.
Fix assertion failure when posting a shipment credit for Whole Balance allocation.
Fix Bank Account must be specified issue when inserting an AP Cash Purchase from the CB Bank Reconciliation with Default bank account not specified.
Fix permission test for editing posted documents to allow with Write permission for Document, provided Module Setting and Posted Documents permission are set to allow.
Fix Analysis Name not displaying for dissections when Creditor or Customer has a GST Override set.
Fix error printing AP Generated Payments report when CB module is not present.
Fix AP Shipment line Discount not being factored in to ReceiptCostBs which is the cost used for the IC (and JC) Transaction and for updating Latest and Average costs. If you have data which is affected please contact Accredo.
AR - Accounts Receivable
Fix Analysis Name not displaying for dissections when Creditor or Customer has a GST Override set.
CB - Cash Book
Fix Bank Account must be specified issue when inserting an AP Cash Purchase from the CB Bank Reconciliation with Default bank account not specified.
Fix CB Bank Account balances permission set to none not hiding all balance related fields.
Fix CB Cash Sales reports picking up GST Adjustment GL account numbers instead of GST GL account numbers, and flipping Inputs and Outputs accounts.
CO - Company
Fix CB Bank Account balances permission set to none not hiding all balance related fields.
Fix Shortcut not saved from Shortcut editor launched from Navigator > Setup > Company > Scripts > Shortcut Editor.
Ensure Modified values are updated for User records on modification of Permissions, Preferences, Settings, and Email Settings.
DI - Data Interchange
Fix break minimum quantity not zero issues with quantity breaks turned off.
Add Indexes to ICManufactureBatch data.
Com Application object method SetSystemPath permanently closed the SystemDatabase causing an error on Logout. Now fixed.
Fix Company Login via COM not doing system login when SSO Enabled.
Fix DI handling of offset for excel spreadsheets with a blank first column.
Fix run time Import definition handling of Excel Spreadsheet sheetnanes which end with a space.
EM - Email and HTML editor
Fix Body Font not passed to Outlook correctly.
Prevent pasting of embedded images from Word.
GL - General Ledger
Fix missing totals on GL Ledger Reconciliation report.
Fix Heading Style not applied during Chart of Accounts import.
IC - Inventory Control
Fix Permission denied issue for IC Manufacture batches when JC module not present.
Fix File Recovery for negative Purchase Order pending stock allocations getting sign wrong for Quantities.
Fix Manufacture Batch calculation of Latest Cost for write back to the Product on post.
IN - Invoicing System
Synchronised Delivery Address object in OE and IN document designers with the Document Delivery code if specified, falls back to Default Delivery Code for Customer if delivery code not selected in the document.
Fix permission test for editing posted documents to allow with Write permission for Document, provided Module Setting and Posted Documents permission are set to allow.
Fix Line Space not replicated to Invoice Narrative lines from Job Description / Information when included from Job Invoicing.
Fix invoice file name incorrectly including "Reprint" for previously printed invoices.
JC - Job Costing
Fix Line Space not replicated to Invoice Narrative lines from Job Description / Information when included from Job Invoicing.
Exclude Pending Costs from IN source from Pending Costs warning on Job Invoicing.
Fix Narrative line space not replicating from Job Invoicing to Invoice lines for Narrative JC Transactions.
MB - Max Basic
Fix introduced issue for OldValues comparison with empty values.
Fix BuildJSON function handling for full file paths.
Fix run time Import definition handling of Excel Spreadsheet sheetnanes which end with a space.
OE - Order Entry
Synchronised Delivery Address object in OE and IN document designers with the Document Delivery code if specified, falls back to Default Delivery Code for Customer if delivery code not selected in the document.
Fix permission test for editing posted documents to allow with Write permission for Document, provided Module Setting and Posted Documents permission are set to allow.
PO - Purchase Orders
Fix permission test for editing posted documents to allow with Write permission for Document, provided Module Setting and Posted Documents permission are set to allow.
RD - Report Designers
Add extended error message for Code 87 print issue, Add retry loop to handle possible timing issue as cause.
RE - Report Engine
Add extended error message for Code 87 print issue, Add retry loop to handle possible timing issue as cause.
Fix Error Code 87 printing issues relating to printer initialisation when printer is the first in the registry. Introduced in V5 by web service changes.
SP - Special Pricing
Print selections at the top of the Rule List report.
Fix break minimum quantity not zero issues with quantity breaks turned off.
TD - Table Designer
CO Currency Domain for custom fields now has associated Lookup control.
WS - Web Service
Fix "code":400, "message":"Date not valid 01:49:32 PM" when trying to insert a time value into a custom field with type Time.
XConv - Accredo Conversion
Fix conversion issue for JC without IC.
XX - OLEDB/ODBC
Fix permission checking in OLEDB/ODBC driver.
Fix ODBC / OLEDB login not handling mixed case passwords.
ALL - All Modules
Added Import option to Categories grids.
Numeric keypad +/- on a Time field edit control that is blank will set to the current time.
Increment RevisionNo on Insert to detect Insert vs Update on PUT.
Add PeriodID hints to Status Bar.
AP - Accounts Payable
Add OnPrint Events for ARTransactionForm (print Receipt) and APTransactionForm (print Remittance).
AR - Accounts Receivable
Add OnPrint Events for ARTransactionForm (print Receipt) and APTransactionForm (print Remittance).
CB - Cash Book
Fixed / improved HashTotalling code in CB Electronic banking definitions installed with Server Install.
Added Last Year To Date to Cash Flow Period and Year layout.
CO - Company
Navigator > Setup > Company > Configuration > Mail Settings, added replicated from System button to copy Company SMTP settings from System SMTP settings.
FD - Form Designer
Extend Last x selection in Report and other Designers to Last 9.
GST - GST
Handle negative taxable supplies and GST values in Grossed up figures for GST Return form.
MB - Max Basic
Added HttpFormBuilder to Miscellaneous objects. Added PostForm method to Accredo.HttpRequest object which accepts a HttpFormBuilder object as its parameter.
RD - Report Designers
Extend Last x selection in Report and other Designers to Last 9.
WS - Web Service
Extend odata request support to allow filtering in an expanded sub object.
Bug Fix
ALL - All Modules
Fix Access Violation in Retry dialog when Snapshots are in progress.
AP - Accounts Payable
Fix edit of shipment discounts after post receipts not requiring Update Costs. Prevent edit of shipment discounts after Post Invoice,
DI - Data Interchange
Add missing TransactionQuantity property for ICManufactureBatchData object.
GL - General Ledger
Include GST Code in fields replicated when Adding GL Account from Compare Charts of Accounts.
IN - Invoicing System
Fix GST Override not applied to IN and OE Charges.
JC - Job Costing
Fix Range check error when printing a JC Batch or Timesheet to Excel
MB - Max Basic
Fix Line.OldValues for new line causing "Bad Type for Argument" errors in line event script.
OE - Order Entry
Fix GST Override not applied to IN and OE Charges.
RE - Report Engine
Apply Layout field format to Opening and Closing balances on Cash Flow report layouts.
WS - Web Service
Fix WebService handling of System Paths with spaces in them.
XConv - Accredo Conversion
Fix conversion issue for IC without AP/PO modules present.
Fix conversion creating fixed layouts for modules not installed. If your conversion was affected simply right click the redundant layouts and delete.
Handle missing UOM Multiplier in data conversion.
Bug Fix
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