[Lydia Mattfolk]

PalMate®ERP Changes in 3.3

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3.3.0.22

• No changes made.

3.3.0.21

Defects

• Back end changes for PalMate Online integration.

3.3.0.20

• No changes made.

3.3.0.19

Defects

• Resolved a Bill of Lading issue where the wrong Bill of Lading would appear on an order.

3.3.0.18

• No changes made.

3.3.0.17

Defects

• Resolved QuickBooks accounting integration issue when the date format is not US format.

3.3.0.16

Enhancements

• Now compatible with Sage50 USA 2017R2.
• Enhanced the auto-populate defaults for sales orders to load defaults quicker.
• Added fields to the Report Designer to exclude phone numbers from the Bill of Lading and Invoice report.

Defects

• Resolved minor issues with the Advanced Reporting Tool.
• Resolved an issue when importing files from PDS into PalMate.
• Resolved date formatting issues with different region and time zones.
• Backend fix to resolve a mod issue.
• Allowed negative charges to be shown on the Sales History report once again.
• Fixed the Board Usage report to show the correct descriptions for output and input items.
• Resolved issue with the Payroll Wizard that showed all employees for vacation reset.

3.3.0.15

Defects

• Resolved issue with multi location installation with no logo present.
• Resolved multiple minor issues with the Advanced Reporting Tool.

3.3.0.13

Enhancements

• Updated the Pickup History Report to allow Item Options when Grouping by Item.

3.3.0.12

Enhancements

• Added a reporting tool to allow organizing custom report templates and report options.

3.3.0.11

Enhancements

• Enhanced the Pickup History Report to filter and group by Equipment.
• Added the EULA to log in screen after an update has been performed.
• Enhanced the Purchase History Report exporting function to not repeat data.

Defects Fixed

• Resolved an issue with emailing for older versions of Outlook.
• Resolved an issue for reference numbers in the Sales History Report.
• Resolved error message in Employee Admin when an employee’s start date is a leap year.
• Multiple backend fixes.

3.3.0.10

Enhancements

• Enhanced the Pickup History Report to filter and group by Trailers and Drivers.
• Added a default subject line when emailing from Outlook.

3.3.0.9 – If customer has PF they need at least 1.9.0.5 to be compatible with this PM version.

Enhancements

• Created a new permission for the System Manager screen.
• Added the Company City to the Driver Log report.
• Added the ability to export reports to a CSV file.
• Enhanced the inventory costing calculations.
• Updated Acomba X integration.

Defects Fixed

• Resolved a few small defects.

3.3.0.8

Defects Fixed

• Updated settings for the Load Sheet report to prevent data being split across two pages.

3.3.0.7

Enhancements

• Enhanced Production and Component user permissions.
• Added the possibility to include a signature with emailing.
• Added more decimal places to be shown in the Purchase History Report.

Defects Fixed

• Created a warning message for Time Tracking if running a search longer than a year.
• Resolved an issue with the arbitrary tags using more than one license.

3.3.0.6

Enhancements

• Enhanced emailing to be computer user based.

3.3.0.5

Defects Fixed

• Resolved an issue dealing with brokered orders.

3.3.0.4

Enhancements

• Now compatible with Exact Macola and Sage50 CA 2017r1 accounting.
• Ability to receive tags from another PalMate®ERP company location.
• Enhanced the character limit on a Shipping Method.

Defects Fixed

• Resolved defect with date range searching in Time Tracking.

3.3.0.3

Enhancements

• Custom report updated to now only show invoiced data.
• Enhanced the Time Tracking window to not allow multiple users to simultaneously process the same data.

Defects Fixed

• Resolved a few Acomba X integration issues.

3.3.0.2

Enhancements

• Enhanced the Tags tab on Shipping Schedule Details to only load when opened.
• Now compatible with Sage50 CA 2017.
• Enhanced the Bill of Lading to prevent duplicate lines from appearing on the BOL.
• Enhanced the Compensation report exporting options.

Defects Fixed

• Resolved issues with the Break Duration box in the Work Center Setup screens.
• Changed the Credit Memo report to be customizable.
• Updated the error message for invalid employees in the Time Tracking screen.

3.3.0.1

Enhancements

• Enhanced date search capabilities within PalMate.
• Now compatible with Sage50 US 2017.

Defects Fixed

• Resolved minor issues with Acomba X integration.
• Resolved multilocation issues.

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