Build 2024-10-25 - New Enterprise program: Tag Posted G/L Transacations: Use tags to cost or categorize posted G/L transactions. Build 2024-09-25 - Support is added for Sage 300 2025. Build 2024-08-23 - Improvements to French and Spanish translations. Build 2024-08-19 - Some invoice shipment settings can be locked for a particular client. Build 2024-08-12 - Extended Order Entry - add the ability to commit quantities on a customer-by-customer basis. Build 2024-07-30 - Invoice Shipments - checkbox options have been added to quickly: Only show shipments with tracking numbers Exclude today's shipments Build 2024-05-09 - Update Purchase Orders - fix display issue (specific item drop-down missing). Build 2024-05-07 - Productivity Tools Enterprise - multiple item finders have been updated to add manufacturer's item searching. Build 2024-04-09 - New Program, Check Mailing Labels, prints addresses from Payment Batches on envelopes or mailing label sheets. - New Update Orders feature will delete unshipped items from a range of orders. Build 2024-03-26 - Extended Order Entry - Expected Ship Date and Deliver by Date can be set to be X business days after Order Date. Build 2024-01-24 - Shipment Picking Slips Setup - accommodate unusual full path names. Build 2024-01-15 - Support for Windows 11 when exporting to Excel 32-bit. Build 2024-01-02 - Extended Order Entry has new options: To enforce a ship-to address to be entered. To not allow a ship-to address to be changed. Build 2023-11-15 - Correctly refreshes grid in Extended PO Receipts. Build 2023-11-01 - Update Orders will now update Terms Codes. Build 2023-10-09 - Support is added for Sage 300 2024. Build 2023-09-30 - Update Orders - Now completes orders when backorder data is inconsistent with setup options. Build 2023-09-08 - Update Customers - a new program updates a Salesperson code for multiple customer in one step. - Customer Backorders - a new program displays active orders for a customer that have backordered items. - Extended Order Entry - drilldown to Customer Backorders is supported. Build 2023-08-29 - Delete Orders - add Order Type to Field Settings list. - Ship Orders - adjust password entry field for complex passwords. Build 2023-08-11 - Extended Ship-To Location - Fixed the operation to Google Maps to display the address location. Build 2023-07-31 - Update Purchase Orders - Now has the ability to put POs on hold and take POs off hold. - Extended Order Entry, Create Purchase Orders - The Manufacturer's item number in the OE detail line is now copied to the PO detail line. - Apply Documents - The Account Set is added to the top grid display. Build 2023-07-10 - Remove Items from Price Lists User Guide is updated. Build 2023-07-05 - Enterprise Edition adds a Remove Items from Price Lists function. - Lookup G/L Account adds a functional currency balance column to the display. - Extended Order Entry, Extended Shipment Entry have an option to subtract discount when showing markup and margin. Build 2023-05-29 - French translation is improved. - Support is added for Sage 300 2023.2 and 2023.3. Build 2023-03-15 - Extended Order Entry - Create Purchase Orders - after POs are created, a prompt will provide access to print the PO. - SmartFinders - have been optimized for large searches. Build 2023-03-06 - Update Orders has a new option Change Item Location. - French translations are much more consistent with Sage's translation. - Extended Order Entry, Extended Shipment Entry and a new Extended O/E Invoice Entry Sage 300 allows you to add a prepayment to an order, shipment or O/E invoice. A Prepayment button will show you the prepayments that have been applied against the order, shipment or invoice. Build 2023-02-14 - Improved French translations. - Extended Order Entry - fixes redraw issue that caused a "ghost" UOM total to appear in the wrong place on the form. Build 2023-02-07 - Enterprise Edition adds a Create Price List program to create a price list spreadsheet for a single customer that incorporates all pricing factors, including contract pricing, so that the prices match order entry defaults. - Respects the Order Entry Item Pricing Inquiry right to enable/disable the ability to see costs. Build 2023-01-27 - Ship Orders, Update Orders, Complete Orders Two fields are added to Field Settings choices: Territory and Shipment Tracking Number Build 2023-01-25 - Invoice Shipments, when creating one invoice for all of a customer's shipments, now sorts older shipments first. Build 2023-01-18 - Enterprise Edition adds an Application Security program to display security permissions. Build 2023-01-04 - Enterprise Edition adds a Look Up G/L Account program for clients with 1,000s of accounts and many segments - Extended PO Entry A pop-up will display prepayments that reference the purchase order being displayed. Build 2022-10-31 - Extended Order Entry, Extended Shipment Entry, Extended PO Entry For an important unit of measure, displays the total quantity for all detail lines below the detail line grid. Build 2022-10-24 - Email Packing Slips - Provides options to send the email to customer email, ship-to email or entered email. - Extended Ship-Via Codes - Provides a field and macro so that tracking numbers can be sent in the body of an Email Packing Slips' email. Build 2022-10-17 - Improve selection of SQL Server client. - Improve Email Packing Slips documentation - adding supported macros. Build 2022-10-12 - Update Orders - now has an bility to update Reference fields in multiple orders. - Extended Order Entry - improved handling of insert key when editing kits. - C++ 2013 Redistributable runtime is available in the distribution file. Build 2022-10-03 - Update Orders - now has an bility to update Reference fields in multiple orders. - Update Purchase Orders - now has the ability to substitute items. - Extend Purchase Order Entry - now has the Update Purchase Order abilities for 1 purchase order. Build 2022-09-14 - Support is added for Sage 300 2023. Build 2022-08-30 - Apply Documents - now has a Document Order drop-down so payments can be applied by Invoice Date, by Due Date or by Document. - Extended Inventory Items - fixes issue when launching the Item in Use function in some environments. Build 2022-08-16 - Ship Orders - The Free on Board Point field is added to the drop-down list for range filtering. Build 2022-08-15 - Update Orders, Substitute Items - provide an option to retain the original item, zeroing its quantity on order. Build 2022-07-27 - Extended Inventory Items - a warning is presented before launching pop-up screens if unsaved changes exist. Build 2022-07-05 - Invoice Shipments - The tracking number is now shown in the shipments grid. Build 2022-06-29 - Copy G/L Accounts manual is updated and available from the Help menu. Build 2022-06-22 - Extended PO Invoice Entry now allows an option to select receipts from multiple vendors. Build 2022-06-21 - Update Orders has a new option: Update Ship Via. Build 2022-05-26 - Extended Inventory Items now checks if an item is valid before launching various UIs from the quick launch buttons at the bottom of the screen. For example, if an item is not a Stock Item you cannot have location details or re-order quantities. When items are not valid, the UI will not be launched, and an error will be displayed. - Extended Order Entry, Ship pop-up now has the ability to edit Qty on Order. - Various Login Dialogs will remember the login user and password if Remember Password is checked. Build 2022-05-06 - A Produtivity Tools Enterprise license turns on multi-company General Ledger features. Build 2022-05-03 - Extended PO Invoice Entry will now display $0 receipts that recent versions of Sage 300 will invoice. Build 2022-04-20 - Extended Order Entry now displays the correct Most Recent Unit Cost value in all multi-currency situations. Build 2022-03-29 - A new program, Create O/E Credit Notes, allows you to create credit notes for multiple O/E invoices in one step. - A new program, Create A/R Credit Notes, allows you to create credit notes for multiple A/R invoices in one step. Build 2022-03-16 - Extended Order Entry - Create Purchase Orders Add quantities to the grid. Support added for setting expected arrival date. - Copy G/L Accounts program added for Productivity Tools Enterprise licenses. - Support for the Advanced Complex Passwords feature added in Sage 300 2022 PU2. Build 2022-02-10 - Extended Inventory Items Fixed issue when copying an item that had less characters in a segment than the segment definition allowed. Build 2022-01-20 - Extended Order Entry (Create Purchase Order) Optionally, when creating the PO, the internal line number of an order detail line will be copied to an optional field on the PO detail line. The option (which PO Detail optional field) is set up in Options. - Extended Customers Customers are copied regardless of whether the source and target company's functional currency match, or they are multicurrency or not. - Extended Vendors Vendors are copied regardless of whether the source and target company's functional currency match, or they are multicurrency or not. Build 2021-12-15 - Stock Reorder issue with ranges of locations is fixed. - A new program, Email Packing Slips, will send an email to a customer, reporting which items on an order were shipped. Build 2021-12-07 - Extended Order Entry Extended Shipment Entry - when turned on, an option will check if a customer purchase order number is used on more than one order or shipment. Build 2021-12-02 - Stock Reorder - items are now selected correctly when the I/C option "Allow Items at All Locations" is unchecked. Build 2021-10-29 - Provides a work-around so the the Sage 300 Order Entry UI, when launched, will immediately respect permissions. Build 2021-08-30 - Support is added for Sage 300 2022. - A new program, Extended OE Credit Debit Note Entry, lets you select details from an OE invoice to be included in the note. Build 2021-07-05 - Update Purchase Orders now shows additional columns in the display grid after the Load operation: Amount Originally Authorized, Amount Remaining, Currency and Last Receipt Number. Build 2021-06-21 - Extended Inventory Items will now update item descriptions in some or all of the following tables in one step: Inventory Control Item Pricing Inventory Control Customer Item Number Inventory Control Bills of Materials Items Purchase Order Vendor Contact Costs AutoSimply Bills of Material Item AutoSimply Bills of Material BOM AutoSimply Bills of Material Component ITem Build 2021-06-09 - Extended Inventory Items will now copy an item to a new item and include all the fields, including optional fields, in the copy. Build 2021-05-31 - Complete and Delete functions will complete or delete more entities. - Extended OE, Extended Shipment Entry, Extended PO Entry, Extended Receipt Entry: When customer/vendor optional fields are displayed, the optional field description is included as an additional column Build 2021-05-05 Web Screens - Distribution includes Web screens for Sage 300 2020.2, 2020.3, 2021.0, 2021.1, 2021.2 - 2021.2 web screens support SmartFinders in Shipment Entry - Desktop Features - Extended PO Entry and Extended PO Receipt Entry now have options for force a PO number to be entered Build 2021-04-15 Web screens - Distribution includes Web screens for Sage 300 2021.0, 2021.1, 2020.2, 2020.3 Desktop Features - Extended Ship-To Locations (Location) will now copy ship-to locations to multiple companies. - Extended Remit-To Locations (Location) will now copy remit-to locations to multiple companies Build 2021-03-31 Web screens - Distribution includes Web screens for Sage 300 2021.0, 2021.1, 2020.2, 2020.3 - 2020.3 web screens support SmartFinders in Order Entry Desktop Features - Extended Order Entry An option to force orders to have a PO number entered, either for all customers or customers identified by a customer optional field. - Extended Order Entry & Extended Shipment Entry Customer optional fields are displayed right on the entry forms. - Extended Order Entry The Create Purchase Orders function now defaults BOM units of measure appropriately. Build 2021-03-08 Web screens - Distribution includes Web screens for Sage 300 2021.0, 2021.1, 2020.2, 2020.3 Desktop Features - Support is added for installation on the Sage Partner Portal. Build 2021-02-03 - Distribution includes Web screens for Sage 300 2021.0, 2021.1, 2020.2, 2020.3 - Extended Reorder Quantities will now default a specific location for a user. Build 2020-12-08 - Minor fixes to weight/price calculations in Kitting Item Details. Build 2020-12-07 - New Feature, Update Orders now has an option to take completed orders off hold to handle this unusual situation. Build 2020-12-04 - New Features, Extended Order Entry A Line Finder helps you deal with an order with dozens or hundreds of lines. An option to force orders to have a PO number entered, either for all customers or customers identified by a customer optional field. Customer optional fields can be displayed right on the order entry UI. - Various improvements have been made to the display of fields in Kitting Item Details. Build 2020-11-23 - New Feature, Extended Customer Inquiry: View receipts for customers where the National Account is the payer. - New Feature, for the 15 program that operate on multiple orders, shipments, etc., the ability to import a list for processing is supported instead of using the filtering criteria. Build 2020-10-03 - New Line Finder helps you deal with a PO with dozens or hundreds of lines. - Extended I/C Items - Item Pricing button now has a price list display you can select from. Build 2020-09-21 - Support is added for Sage 300 2021. Build 2020-07-27 - Update Orders User Guide: An improved description of the option Only Substitute Items On Orders That Have Never Been Shipped is provided. - Extended Order Entry User Guide: A feature Only Substitute Items On This Order That Have Never Been Shipped is enabled. Build 2020-07-24 - Vendor Inquiry: Fixes issue of some security settings incorrect for access to A/P Invoices and A/P Adjustments. Build 2020-07-16 - Extended Order Entry: The BOM pop-up is enhanced to display additional quantity information. Build 2020-07-14 - Stock Reorder: Refresh the grid after importing. Build 2020-07-08 - Extended Inventory Items: fixed issue with Item Finder's search function. Build 2020-06-29 - User Management: fixed issue that caused some printer settings to not be copied when copying users. - Extended Inventory Contorl: Fix issue finder not finding items with single-segment databases. Build 2020-06-29 - Mass Billing: Fix issue with zero amounts displayed. - Import a list of items is provided for Update Purchase Orders, Ship Orders, and Update Shipments. Build 2020-06-17 - Extended Order Entry: The Kit Unit Price, Component Unit Prices and Extended Unit Prices are displayed to aid in calculations. See Important Notes in the User Guide. Build 2020-06-12 - Extended Order Entry: Fixes price calculations to compute the kit component prices when the detail line price list overrides the customer price list. Build 2020-05-28 - Support is added for 2020 versions of Orchid EFT, Bin Tracking, Inter-Entity and RMA. - Import a list of items is provided for Complete Orders and Complete Purchase Orders. - Import a list of item to substitute is provided for Update Orders. Build 2020-05-06 - Extended I/C Item Segments - Fix issue when copying and Select All button is pressed. - Stock Reorder - Fix issue causing run-time error when the close button is pressed. Build 2020-04-20 - New Program: Kit Component Usage Inquiry - just like Sage 300's BOM Component Usage Inquiry. Build 2020-03-30 - Extended Item Pricing now has a Settings function so that the price list code can be defaulted. Build 2020-03-10 - Extended G/L Accounts now has 2 additional options when copying multi-currency information: Set Default Currency to Target Company's Functional Currency Allow Posting in All Currencies Build 2020-03-06 - Delete Purchase Orders will no longer delete purchase orders that are referenced by other entities. Build 2020-02-26 - Fix spelling errors and link to Google Maps in Extended Customers. Build 2020-02-13 - Improved control of memory usage to eliminate errors on RDP servers. Build 2020-02-10 Build 2020-02-06 - Extended A/P Create Payment Batch - fixes issue with creating a batch based on discount date. Build 2020-02-04 - New feature in Update Orders and Extended Order Entry: Allows users to set the quantity on order to zero for items that are not in stock at a specific location. Build 2020-01-17 - Fix issue with Extended Item Pricing (first currency doesn't show in the grid some circumstances). Build 2020-01-11 - Support for 2020.1 version multiple contacts Use Productivity Tools multiple contacts until the time comes to activate Sage 300 multiple contacts. A Contact Conversion program is provided when that time comes. Build 2019-12-04 (7277) Build 2019-12-02 (7275) - Extended Order Entry & Extended Shipment Entry The Ship pop-up (to sort by picking sequence, etc.) now provides an ability to filter items picked. A Ship All button is added to the Ship pop-up form. Build 2019-11-12 (7255) - Extended Inventory Items will now update price lists with new item descriptions. Build 2019-10-10 (7222) - Updated all programs that save to Excel to default to the XLSX format, rather than the older XLS format. Note that Visual Basic remembers previous form entries, so XLS may have to be changed to XLSX one time. Build 2019-09-13 (7195) - Shipment Picking Slips highlights rows in yellow where a credit not has been issued against any invoices issued for that shipment. Build 2019-08-14 (7165) - Fixed Receive function in Extended PO Receipt Entry related to receipt lines sorted in any order other than line number. - Support provided for Sage 300 2020. Build 2019-08-07 (7158) - Fixed issue related to document headers having optional fields with the same description. - Fixed Ship function in Extended Order Entry related to order lines sorted in any order other than line number. Build 2019-07-23 (7143) - Extended I/C Items is now a launching pad for all of the programs frequently used during item setup: Vendor Details, Customer Details, Item Pricing, Location Details, Manufacturers' Items, Reorder Quantities. Build 2019-07-19 (7139) - Ship Orders - added an option to enable filtering by print status of Confirmation Printed. - Various Programs - Improved handling of optional fields filtering. Build 2019-07-09 (7129) - Delete Quotes - fix filtering issue (filtering by completed quotes). - Extended Functions - fixed issue running on newer versions of Remote Desktop Server that caused programs not to run. Build 2019-06-26 (7116) - Range drop-downs are now configurable with a new Field Settings button on 14 of the Productivity Tools programs. Build 2019-05-25 (7084) - License Information and About screens display more information to assist with activation codes. Build 2019-05-16 (7075) - Ship Orders and Print Picking Slips Picking Slip Printed and Salesperson1 have been added to the primary drop-down for filtering shipments. Build 2019-05-15 (7074) - New Program Shipment Picking Slips provides greater flexibility for printing picking slips. Build 2019-04-26 (7055) - An issue with Vendor Number filtering in Stock Reorder has been fixed. - Quote Expiration date added to Quotes Display in Accounting Status - Quote Expiration date added to Delete Quotes filtering, and display of quotes in grid Build 2019-04-11 (7040) - Issue fixed with Optional Field of type Time. Build 2019-04-08 (7037) - Customer Group Code has been added to the range drop-down when filtering in the following programs: Ship Orders, Invoice Shipments, Update Orders, Update Shipments, Delete Orders, Delete Quotes, Complete Orders - Extended Inventory Items will copy without inflating costs when conversion factor is greater than 1. Build 2019-03-13 (7011) - Extended Order Entry, Create Purchase Order Add an option so that BOMS and kits will NOT be exploded when creating the purchase order. (For customers whose BOMS may be either ordered or assembled. May be considered an unorthodox use of BOMS.) Build 2019-02-15 (6985) - Support the ability for Extended UIs to co-exist with Orchid's Extender, when Extender modifies Sage 300 behaviour. Build 2018-11-14 (6892) - Vendor Inquiry - defaults email address to the selected row, rather than the last row in the grid. - Customer Inquiry - defaults email address to the selected row, rather than the last row in the grid. - Extended PO Entry - refresh buttons on the main form after Purchase from History operation. Build 2018-11-07 (6885) - Vendor Inquiry's label on the Profile tab is now correctly displayed as "Inactive" (was "Active"). Build 2018-10-23 (6870) - New User Guide provides links to YouTube videos. - New programs: Delete BOMs provides a way to delete hundreds of old or unused Bills-of-Material (BOMs) in one operation. Extended AR Receipt Entry searches for a customer by invoice number. Build 2018-08-22 (6808) - Support for Sage 300 2019: When installing TPT, use Setup2017-2019.msi for Sage 300 2017, 2018 and 1019, Setup.msi for previous Sage 300 versions. Both MSI files are in the distribution ZIP file. TPT will warn and prevent the incorrect version from running. Build 2018-07-31 (6786) - Improved positioning and sizing of popup forms. Small typos fixed on some forms. Fix Item Valuation Errors - Check and Fix buttons now report errors consistently. Build 2018-07-23 (6778) - Extended Sales History Fixes issue (cannot select month), when reporting by calendar year and monthly. Build 2018-07-17 (6772) - All pop-up forms now remember previous positions on your monitors. - PO module user guides are updated to new style. Build 2018-06-20 (6745) - Invoice Shipments: Adds the ability to consolidate invoices by order number. - Extended Order Entry: An update button enables multi-faceted changes to be made to an order. Change Kit and BOM numbers, Expected Ship Dates, Item Prices, Addresses, Deliver By Date. Commit and Uncommit quantities. Substitute one item for another. - Delete Items: Recognizes current versions of Orchid Bin Tracking, Orchid RMA, Norming Asset Management, and Technisoft Service Manager. - Extended Inventory Control: The item in use button now recognizes TaiRox CRM. Deleting an item is blocked until the queries to search for items in completed. Build 2018-05-23 (6717) - Fixed issue Sales History Inquiry that could cause crashing when scrolling. Build 2018-05-10 (6704) - Fixed issue with tab key order in Extended A/P Create Payment Batch. Build 2018-05-08 (6702) - Extended Vendors will now copy the Business Reg No. field when copying to multiple companies (Sage 300 versions 2016 and higher). Build 2018-04-25 (6689) - Update Orders will now update deliver by dates (Sage 300 versions 2016 and higher). For specific items, a list of items or all items. Build 2018-04-04 (6667) - New Program: Extended A/P Create Payment Batch Enables more than one system generated batch to be unposted. - Sales History Inquiry Columns are added to the grid. Lines are highlighted in yellow when a credit has been applied to an invoice. Build 2018-01-30 (6604) - Extended Shipment Entry now shows margin, markup, and most recent cost columns - and total shipment margin on a pop-up. Build 2017-11-21 (6534) - Extended Order Entry: When creating Purchase orders, using the existing Purchase Order option, the vendor item number is now correctly copied. Build 2017-10-17 (6499) - Exteded PO Receipt Entry will now process POS with hundreds of lines in seconds. - Exteded Order Entry will now process orders with hundreds of lines in seconds. Build 2017-10-10 (6492) - Updated User Guide to include link to Extended PO Receipt Entry - Display 2017 icon for Extended PO Receipt Entry Build 2017-10-05 (6487) - New program Extended PO Receipt Entry: Shows item quantity information just like on the order entry screen. A receive button displays items on the PO in several different sort orders. Drop ship to dozens of detail lines in a single operation. Display quantities available at other locations or in other companies while entering a receipt. SmartFinder searches for Receipts and vendors and items like an internet search engine. Build 2017-10-02 (6484) - Fixes issue that Extended Customer Inquiry is not using the correct security resource. - Internal changes to produce better error messages from Sage 300 objects. Build 2017-08-23 (6444) - Support for Sage 300 2018: When installing TPT, use Setup2017.msi for Sage 300 2017 and 1018, Setup.msi for previous Sage 300 versions. Both MSI files are in the distribution ZIP file. TPT will warn and prevent the incorrect version from running. Build 2017-07-21 (6411) - Extended Order Entry, Create Purchase Order Fixed issue arising with PO costs when multiple units of measure are involved. For example, OE UOM may be Gallons, PO (Vendor) UOM is 55 Gallon drums. Build 2017-07-10 (6400) - Vendor Inquiry, Payments tab - 3 columns are added to the top grid to show the apply-to values. Build 2017-06-19 (6379) - Ship Orders - ship to columns are added to the grid displaying orders to be shipped. - Modern look changes for Sage 300 2018 Beta - for demonstration purposes only. Build 2017-06-07 (6367) - Ship Orders have new drop-down choices for filtering orders by ranges: Purchase Order Number, Ship-To Location Code, Territory, Shipment Tracking Number Build 2017-05-16 (6345) - The Data Activation level has been raised. Data activation will be required. - Extended Customers - new fields added: Inactive, Date Inactive, Date Last Modified, Chnaged by User. - Extended Vendors - new fields added: Inactive, Date Inactive, Date Last Modified, Chnaged by User. - Extended Order Entry - the Edit Kit Details function has been refined to stop incorrect quantity updates. - Edit Kit Details function has improved messages and descriptions in the user guide. Build 2017-04-24 (6323) - Item Quantities (displaying quantities from multiple locations and companies) has been added to: Extended Order Entry, Extended Shipment Entry and Extended PO Entry - Extended PO Invoice Entry is a *NEW* program that will greatly assist matching receipts to a vendor's invoice in those situations where a vendor's invoice covers many receipts. Build 2017-04-04 (6303) - Extended PO Entry - fix the Drop Ship grid so that the Included column is shown when Restore Defaults is selected. Build 2017-03-31 (6299) - Update Orders will now update customer bill-to and ship-to addresses in orders with an option to recalculate taxes. This feature will assist in situations where are a lot of standing orders made active every month. Build 2017-03-07 (6275) - Extended Order Entry, Create Purchase Order: Average Days to Ship has been added to the create PO grid. Build 2017-02-20 (6260) - New Program Extended Ship-Via Codes: Copies Ship-Via Codes from one company to many and provides links to Google Maps and email clients. - New Program Extended Locations: Copies Location information from one company to many and provides links to Google Maps and email clients. Build 2017-02-08 (6248.41665) - Extended Order Entry - Margin and Recent Cost feature now protects against zero cost items, which would cause random text values to appear in the Markup Percent column. Build 2017-02-06 (6245.76805) - Extended I/C Items - Now respects segment validation switch so that unvalidated segments can be substituted when copying items and doing segment substitution. - All - Improved handling of database connections after a Sage 300 crash so that a Sage 300 PIB resource can be acquired. - Stock Reorder - Fix situation that caused a duplicate row to appear in the stock reorder grid. Build 2017-02-02 (6241.72955) - Extended PO Entry, Purchase from History - New settings will control whether or not Comments and Instructions are copied from the historical purchase order. - Update Orders - Update orders will now allow a BOM number to be changed to blank and vice-versa. - Apply Documents: PO number and Order Number have been added to grids. Drill down to orders is provided. - Complete Orders - Sage 300 logic does not respect the completion of orders with zero lines. Complete Orders will now complete these orders using a SQL Server transaction. - Extended Order Entry, Order from History: If security is enabled and the user does NOT have Unit Price Override rights, then the price dialog will not appear. New settings will control whether or not Comments and Instructions are copied from the historical order. - Stock Reorder - Fix (rare) issue that causes a duplicate row to be displayed. Fix (rare) issue that produces incorrect "Vendor does not exist" message. Respects Order Minimum value, when appropriate, in more circumstances. Build 2017-01-12 (6220.56246) - Ship Orders - The O/E Forms button is now correctly anchored when the ship orders windows is resized. Build 2017-01-09 (6218.39941) - Extended G/L Accounts - Segment substituation now works when there are multiple account structures with non-continguous segments in use. - Extended I/C Items - Segment substituation now works when there are multiple item structures with non-continguous segments in use. Build 2016-12-15 (6193.47392) - Invoice Shipments will now consolidate invoices by customer or by customer by date. Build 2016-12-05 (6183.39101) - Extended Customers - an option is added so that customer status can be copied to other companies, when allowed. - Extended Vendors - an option is added so that vendor status can be copied to other companies, when allowed. Build 2016-11-23 (6171.38524) - Ship Orders now provides 4 shipping options with an updated User Guide to describe scenarios: Only Orders That Can Be Completely Shipped Only Back Ordered Quantities in Selected Orders Only Committed Quantities in Selected Orders All Selected Orders, Allowing Partial Shipments - Invoice, quote, order and purchase order numbers with leading spaces (as unusual and ill-advised as this may be) will now be searched for and found in the following tools: Complete Orders, Delete Orders, Delete Purchase Orders, Delete Quotes, Invoice Shipments, Ship Orders, Stock Reorder, Update Orders, Update Purchase Orders and Vendor Inquiry. Build 2016-11-17 (6164.39274) - Ship Orders - Expected Ship Date ranges added to build-in filtering drop-down. Build 2016-11-10 (6158.44061) - Improved country and state/province finder when enforcing 2 character codes: now shows code and country name. Build 2016-10-29 (6145.61094) - An option is provided to enforce Country, State and Province codes, which may be required by shipping or CRM software. A finder is provided to quickly find the code. Tools affected: Extended Customers, Extended Vendors, Extended Ship-To Locations, Extended Remit-To Locations - A new tool, Extended Customer Inquiry is provided that will enable SmartFinders, Google Maps, Email and Website integration. Multiple contacts are displayed. Drill down is extended. Build 2016-09-22 (6109.43705) - Extended PO Entry: Our Item Finder now adds vendor item number to detail line when appropriate. Build 2016-09-21 (6108.49446) - Extended Order Entry: Fix issue with Ship button - pop-up form displays Cancel instead of Load. Build 2016-09-19 (6106.35940) - Extended Order Entry: An option to print Picking Slips directly to the printer has been added. Build 2016-09-15 (6102.40413) - Extended Order Entry: Markup Percentage has been added to the Margin and Recent Cost display. Build 2016-09-02 (6089.46979) - Extended Customers & Vendors: copying to another company will preserve optional fields. - Extended PO Entry, Purchase from History: File, Settings has an option to retain description from historical PO. - Extended PO Entry, Purchase from History: Item grid will populate correctly when a single PO is loaded into the display. - Extended Order Entry, Order from History: File, Settings has an option to retain description from historical order. - Extended Order Entry, Order from History: Item grid will populate correctly when a single order is loaded into the display. Build 2016-08-26 (6082.42559) - Launches Google Maps from 18 UI locations within Sage 300. - Launches an email client from 7 UI locations within Sage 300. - Launches customer or vendor website from 3 UI locations within Sage 300. - Extended Order Entry: after entering a BOM/Kit, "Use as Default" setting is respected and defaults BOM/Kit number. - Extended Shipment Entry: after entering a BOM/Kit, "Use as Default" setting is respected and defaults BOM/Kit number. Build 2016-08-09 (6061.49151) - Notes features supported for 2017. - Extra notes contexts added for several UIs including Vendor Inquiry and Stock Reorder. Build 2016-08-03 (6059.47757) - Extended Shipment entry: print picking slips directly to the printer without intermediate windows. - Support for Sage 300 2017: When installing TPT, use Setup2017.msi for Sage 300 2017, Setup.msi for previous Sage 300 versions. Both MSI files are in the distribution ZIP file. TPT will warn and prevent the incorrect version from running. Build 2016-07-21 (6045.33664) - SmartFinders will now search for quoted strings, e.g. "Ronald Black". This will allow searches to be restricted easily. - SmartFinder for Purchase Orders now searches description and reference fields. - SmartFinder for Sales Orders now searches tracking number, description and reference fields. - Installation will now handle unusual (but legal) variations of Sage entries in the registry. Build 2016-07-07 (6032.44782) - Extended Order Entry - fixed issue with Create Purchase Order when there are a large number of optional fields. - Right-Click and Restore Defaults fixed on many UI forms. Build 2016-06-21 (6016.49803) - Sales History Inquiry provides a convenient way to see recent costs and prices. - Extended Order Entry now shows margin columns, most recent cost column and total order margin. - Extended PO Entry can drop ship dozens of purchase order detail lines in a single step. - Update Orders will now update orders by putting them on hold, or taking them off hold. Build 2016-06-07 (6002.48683) - Apply Documents - the Document Date is now displayed in the apply-from and apply-to grids. Build 2016-06-06 (6001.48564) - Users without Maintenance rights who only have Inquiry rights can now use: Extended G/L Accounts, Extended Inventory Items, Extended Fiscal Calendar, Extended Customers, Extended Vendors. This provides SmartFinder functionality for users without Maintenance rights. - Fixed issue that I/C menu shows when I/C is not activated in Sage 300. - The OE Forms button in Ship Orders is correctly placed after resizing. - Stock Reorder selected counts now displays the correct number of selected entries. - Extended Order Entry now adds an Order SmartFinder. Find an order like you would with a search-engine. - Extended PO Entry now adds a Purchase Order SmartFinder. Find a purchase order like you would with a search-engine. - Extended Shipment Entry now adds a Shipment SmartFinder. Find a shipment like you would with a search-engine. Build 2016-05-04 (5968.36659) - Vendor Inquiry: The ability to hide tabs has been added through a Settings menu. - Ship Orders: A new option is provided so that only orders with backorder or committed quantities greater than 0 will be shipped. An O/E Forms button allows printing directly from the entry form. - Invoice Shipments: An O/E Forms button allows printing directly from the entry form. - Extended G/L Accounts: An option is provided so that multicurreny information will NOT be copied. Active/Inactive status will now be copied to other companies. - Extended I/C Items: Active/Inactive status will now be copied to other companies. Build 2016-03-03 - SmartFinder added to 10 Extended functions. For PO Entry, Order Entry & Shipment Entry there are 2 SmartFinders - header & detail. Build 2016-01-29 - Vendor Inquiry - fixed minor UI issues when "Show Complete" document checkboxes are selected. Build 2016-01-26 - Vendor Document Inquiry added to Vendor Inquiry. - Permission was added for Apply Documents - Update Purchase Orders - completed POs are not shown, since generally they cannot be changed. Build 2016-01-19 - Better handling of optional fields filtering, fix minor UI issues. Build 2016-01-15 - Apply Documents matches A/R payments to invoices. - Vendor Inquiry provides 20 tabs of purchasing and vendor information. Build 2015-12-17 - Customer Search has been added to Extended Customers, Extended Order Entry and Extended Shipment Entry. Customer Search provides search-engine like searching from a Sage 300 form. Build 2015-12-11 - The installation folder is forced to be in the same location as Sage 300 programs. Build 2015-11-23 - Update Orders will now substitute one inventory item for another for hundreds of orders. Build 2015-11-18 - All tools for the P/O module now will support stand-alone P/O (without I/C activated). - Extended Order Entry now provides a way to quickly print forms from the order entry window. Build 2015-10-16 - Support provided for Sage 300 2016. Build 2015-08-20 - Extended Order Entry, Create Purchase Orders now supports a "Using Existing Purchase Order" option. - Ship Orders allows orders to be filtered for a specific location, meaning an order any of whose detail lines matches the specific location. - Ship Orders supports shipping orders when the Calculate Backorder Quantities O/E option is off, which is not generally recommended. - Invoice Shipments allows shipments to be filtered for a specific location, meaning a shipment any of whose detail lines matches the specific location. Note that shipments cannot be partially invoiced and all details lines will be invoiced, whether they are for a specified location or not. Build 2015-07-16 - Fix issue with sorting of picking sequences with different lengths. Build 2015-07-11 - Extended Inventory Items: when copying an item to another company, the units of measure in the target company's item represent a merging of the units of measure from the source and target company. Build 2015-07-03 - Extended Order Entry & Extended Shipment Entry: Ship by Picking Sequence will now display item quantities on the entry form. Build 2015-06-24 - Extended Item Pricing adds support, with certain limitations, to copying between companies with different functional currencies. Build 2015-06-17 - Extended Item Pricing copies price lists from one company to many. Build 2015-06-05 - Delete Items - this new function provides a way to see all inventory items that are "safe" to delete. - Extended Inventory Items - a new "Item in Use" buttone provides a quick way to see all tables that reference an item. Build 2015-05-22 - Extended Customers will now copy customer numbers with leading spaces to other companies. - Extended Vendors will now copy vendor numbers with leading spaces to other companies. Build 2015-05-13 - PJC users entering data in Extended Order Entry, Extended PO Entry and Extended Shipment Entry will now have the PJC selections (Contract, Project, Category) defaulted from the previous line, saving time when entering large numbers of related lines. Build 2015-04-29 - A serious problem is fixed when Delete Orders is run to delete orders that have uninvoiced shipments. The Sage 300 business objects will allow these orders to be deleted and then will not perform invoicing operations. This build checks for orders that have uninvoiced shipments and will not delete those orders. A message will be logged indicating that the order was not deleted for this reason. Build 2015-03-27 - Extended Order Entry & Extended Shipment Entry: Item Finder is now configurable - add any item field, calculated field or optional field. Build 2015-03-03 - New Tool: Update Shipments will update hundreds of (uninvoiced) shipments: prices, shipment dates. - New Feature: Update Orders adds an option to change ALL items on a price list in one run. Build 2015-02-24 - New Tools: Extended G/L Account Groups, Extended G/L Segmenet Codes, Extended I/C Segmenet Codes - Extended Order Entry - Create Purchase Orders - Added Select-All and Select-None buttons - Extended Order Entry - Create Purchase Orders - Adjusted Unit Cost in multi-currency situations - Invoiced Shipments - Now sets invoice date for single shipments Build 2015-02-13 - Sage 300 ERP 2012 PU2 has broken access to its Set Criteria function, called when TaiRox's Additional Criteria button is pressed. Until a fix is available, we are providing a work-around. Instead of showing "Set Criteria", pressing the Additional Criteria button will call the standard finder (displaying entities not filtered by our range settings). Then you click on Set Criteria and perform the usual operations to set up criteria and save them. - Accounting Status will now show only the information that the user is allowed to see (according to security). - Extended Purchase Orders, Purchase from History - the field drop-down problems with item numbers and dates have been fixed. Build 2015-01-22 - Menu reorganization updated. - Force Excel and Word dialogs to be shown "on top": Stock Reorder (Save and Open), Mail Merge (Save), User Management (Save). Build 2015-01-19 - Fix Credit Limit issue when user security is unavailable. Build 2015-01-16 - Fix Credit Limit issue related to unusual Order Entry setup. Build 2015-01-14 - Menus reorganized by module, activation available by module or for all tools or for multi-company tools. - Ship Orders, Invoice Shipments: Added option to allow overriding of credit limit, before large batch processed. Build 2014-12-17 - Ship Orders: An Invalid-Input error is no longer reported when the O/E create invoice option is turned on and Invoice is selected. The program will continue shipping orders after a negative quantity order is encountered. Build 2014-12-08 - Complete Orders will now complete a selected list of items. - Complete Purchase Orders will now complete a selected list of items. - Update Orders (Expected Ship Date and Item Pricing selections) will operate on a selected list of items. - Update Purchase Orders (Expected Arrival Data and Item Vendor Cost selections) will operate on a selected list of items. - Extended Create New Year allows the specification of a year, to help prevent un-intended results. - Many Extended functions processes in company name order, with visual feedback and improved error reporting. -> Create New Year, Fiscal Calendar, G/L Accounts, Customers, Vendors, Inventory Items - Extended Order Entry now supports Customer Inquiry link as modeless dialog. Build 2014-11-19 - Extended Order Entry - Ship by Picking Sequence - Extended Shipment Entry - Ship by Picking Sequence See the entry forms sorted by picking sequence for easy matching after a pick. Enter a quantity, press tab and enter the next quantity - save keystrokes and scrolling when entering the shipped quantities. Other sort orders to 3 levels possible (e.g. by Location, by Picking Sequence). Build 2014-11-06 - Added program Update Purchase Orders - Complete Orders: Add the ability to complete a specific item or miscellaneous charge (e.g. when discontinued) - Complete Purchase Orders: Add the ability to complete a specific item (e.g. when discontinued) - Ship Orders: Allow shipments by users without rights to invoice. - Invoice Shipments: Add Drill-down support to shipments. Build 2014-10-20 - Extended Functions no longer need access to registry to determine the active Sage 300 version. Build 2014-09-22 - Extended Order Entry - Create Purchase Order: Order header and detail comments and instructions can now be copied to PO header and detail comments. A user can over-ride the automatically generated PO number, as long as all items have the same vendor. - Invoice Shipments Three additional columns are added to the review grid: currency, total and PO number. A user can over-ride the Invoice Date for those situations where orders are physically shipped one day and accounted for the next. - Ship Orders A user can over-ride the Shipment Date (and Invoice Date if invoicing is selected. Build 2014-09-09 - User Management and Stock Reorder: Fix interaction with Excel, when saved Excel file is opened before acknowleding TaiRox message. Build 2014-09-05 - Fix security issue: Extended I/C Items no longer requires G/L Account Maintenance rights. Build 2014-08-26 - Add Drop-Ship capability to Extended Order Entry - Create Purchase Order Build 2014-07-25 - Improve date defaults, avoiding very old date defaults. Build 2014-07-08 - Translatable Version: French and Spanish translations provided. - Extended Order Entry: Create Purchase Order has settings to allow various fields to be copied from the order to the PO. Build 2014-05-06 - Invoice Shipments will now consolidate multiple shipments into a single invoice per customer. - Extended functions will now display target companies in description order, rather than database id order. - Complete Purchase Orders will now complete blanket, standing, future and active purchase orders. Build 2014-04-25 - Extended Create New Year program added. - Update Orders now will update prices of items from a price list. - Extended Order Entry now uses preferred vendor when creating a purchase order. - Copying Fiscal Calendars when all are locked issue is fixed. Build 2014-03-07 - Stock Reorder supports new order minimum and preferred vendor values when used with Sage 300 ERP 2014. Build 2014-02-24 - Extended Inventory Items will copy items between companies with different functional currencies. Build 2014-01-16 - Extended Order Entry includes item finder functionality that shows prices, quantities and comments. - Extended Shipment Entry added with item finder functionality that shows prices, quantities and comments. Build 2013-12-20 - MailMerge checks mail-merge fields before calling MS Word. - Delete Quotes adds checkbox so users can easily delete quotes that have been turned into orders. Build 2013-11-20 - Extended Inventory Items functionality has been added: maintain items across multiple companies. Build 2013-10-29 - Complete Orders zeros quantity committed (as well as quantity ordered) before trying to complete a line detail. Build 2013-10-01 - Ship Orders, Invoice Shipments added. Build 2013-09-27 - Delete Orders, Delete Purchase Orders added. - Tools grouped: Extended Application Functions, Periodic Processing, Setup & Data Repair. Build 2013-09-24 - Create PO from Order now has a "Use a Specific Vendor" option. Build 2013-09-05 - Update to support Windows 2012 Server launches. Build 2013-07-31 - Extended G/L Accounts does segment substitution. - Windows 8 security support. Build 2013-07-15 - Mass Billing creates an invoice for every customer, quickly. Build 2013-06-27 - Stock Reorder handles both xls and xlsx extensions and file formats. - Mail Merge handles both doc and docx extensions and file formats. Build 2013-06-05 - Accounting Status shows period-end status details in a single window Build 2013-05-24 - Copying to multiple companies correctly handles Sage 300 database IDs that are numeric only (MS control issue 35603). Build 2013-05-22 - Installs C++ runtime identical to Sage 300 ERP (i.e. not version installed by MS Updates) Build 2013-05-03 - Extended Customers maintains customers across multiple companies - Extended Vendors maintains vendors across multiple companies Build 2013-04-26 - Extended G/L Accounts remembers account editing session and defaults selected accounts. - Extended Fiscal Calendar maintains and locks calendars across multiple companies. Build 2013-04-22 - Extended G/L Accounts adds the ability to maintain a set of G/L Accounts across companies. Build 2013-04-15 - Complete Orders correctly filters by optional fields. Build 2013-03-26 - Extended Order Entry (Create Purchase Order) - explodes BOMs, allows unit cost edits for non-stock items - Mail Merge - IC items added to functionality, 10x30 label format included Build 2013-03-15 - Added Extended Vendors function. - Changed Update Order Kits to Update Orders, extending functionality to BOMs and item expected ship date Build 2013-02-28 - Added Update Order Kits function. Build 2013-02-26 - Added User Management and Extended Customers functions. Build 2013-01-31 - Fixed an issue with MailMerge not working correctly with some versions of MS-Word. Build 2013-01-25 - Initial build.