Version 18

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18.2

18.1

18.0

System Requirements Version 18

18.2

Bug Fixes - 18.2.12 - Released 7 February 2023

This build has the following bug fixes implemented: 
Better
11855763 - Add Level 4 Logging for Sales Tax Percentage Calculation
Improved existing logging.
Fixed
11855994 - Tax Object Not Being Reset When Tax Code Changes
Under the hood, we cache a tax code object related to the tax codes on an order. When the tax code is changed, this related tax code object should change as well. It was not. This caused logic that used properties on the tax code object (like taxable freight) to be from the original tax code, not the changed tax code.

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Bug Fixes - 18.2.11 - Released 19 September 2022

This build has the following bug fixes implemented: 
Fixed
8315223 - Order History Total Differs from Order Status Total
If there were back orders on an order, the Total on the Order History page was different than the Total on the Order Status page. The total on the Order History page did not include item prices that are on B/O. The Tax was also missing from the Total on the _Secure/OrderForm.aspx page. The same was true in Customer Service. The Total on the CustomerService/OrderForm.aspx page emulated the _Secure/OrderForm.aspx page and the Total on the CustomerService/OrderEdit.aspx page emulates the _Secure/OrderHistory.aspx page.
Better
11847770 - Add On Screen Docs To Order Rule Eval Method
Improved on-page documentation.
Fixed
11851002 - Shopify Free Shipping Discount Not Being Handled Correctly
When using Shopify's free shipping discount on a Shopify order, Shopify adds a line with a negative amount which the same as the shipping. For example, if shipping is $5.00, it adds a line of -$5.00. When we pull that order into the BirdDog database, it still charged the shipping.
Better
11851525 - Enhance Sage 100 Error Reporting
Prior to this, our code was looking in the place in Sage 100 when providing error messages. We've fixed that so the logging will actually be helpful now.
Fixed
11851722 - Sales Order Number Can't be Set If It Is In History
As a rule, we don't allow you to write a sales order number into open orders that already exists in history. However, when doing an initial data load with Sage 100, you can have an open sales order that has been partially invoiced. We write the invoice history first (see bottom of this page for more on that) so it would throw an error when trying to write the open sales order.
Better
11851729 - Sage 100 Isn't Downloading Sales Person 2 and 3 Commission Share Percent
Orders created in Sage 100 can have multiple salespersons share a commission if set up correctly; we were not handling this well and any order or invoice with more than one salesperson failed on download.
Better
11851960 - BlankESStarter.sql Needs Update
Using the current ES/EM10 starter script for 18.0+ was resulting in schema mismatch with actual current ES, resulting in a lot of manual SQL updating for synced sites.
Fixed
11852445 - Conversion From String To Type Integer Is Not Valid Error When Attempting To Capture All CC Orders
When placing an order in Ecommerce with a Credit Card, if we use the 'Capture Selected Orders...' window in Enterprise for Windows and hit tab to select 'ALL' orders, the system was throwing an ugly 'Conversion From String To Type Integer Is Not Valid' error.
Better
11852771 - Improve Progression to ES conversion
Major improvements to logging and error handling in the Macola Pro to ES conversion functionality in Enterprise for Windows.
Fixed
11852831 - Shopify Discount Codes Not Being Handled Correctly
This fixes an issue introduced in an earlier version of version 18 where some discount types were being included on the line and in the miscellaneous field causing them to be doubled when downloaded into an ERP using the Shopify connector. It also removes the mapping of Shopify Order ID to order comments since that ID isn't shown in the Shopify UI anywhere

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18.1

Bug Fixes - 18.1.28 - Released 19 September 2022

This build has the following bug fixes implemented: 
Better
11850386 - Add DownloadOrderLine_After Event to Amazon Connector
This is a new event to allow things like tax to be set from the Amazon line information.
Better
11851309 - Product Category Page Doesn't Handle Adding Price Code Before Saving
When generating a new product category, you had to save it before you could add a price code to it. We adjust it so you can add the price code on the fly while creating the category.
Fixed
11851345 - M1 Qty-Avail Not Updating at Order Upload
In M1 environments, when parts with the “delivery type” of “pull from stock” are added to an order, the “QTY Available” field updates to remove the quantity just entered on the order. This was not happening when orders were downloaded using the connector sub-system.
Better
11851397 - EntWin Reports Label Typo
Originally, the reported issue was that Packing Slip Report name was duplicated in Enterprise for Windows | Settings. This was initially believed to be a typo as it should have been ProForma Invoice. However, these 3 report names were not being used anywhere so this removes them entirely. Note: Be advised that if you run older code against the database after they're removed, the older code will add them back.
Fixed
11851453 - Magento Connector No Longer Authenticates Using Just the Access Token
This is technically not a bug on our end. Magento has made changes that require enabling the setting "Magento Allow OAuth Tokens to be Used as Standalone Bearer Tokens" that only exist in 2.4.4 or later. Adjusted our code to take that into account.
Fixed
11851467 - Edit Address Links on Checkout and Address Book Should Respond to Site Settings
In site settings, under the Ecommerce tab, there is an option to "Allow Editing of Bill To Address" and "Allow Editing of Ship To Addresses." When unchecked, customers should not even see the options to make changes to those addresses, whether on the checkout page or the account address book, but they were.
Fixed
11851699 - M1 Delivery Type Is Not Defaulting correctly
Delivery type pulls from Parts.impDeliverytype in M1 environments; if that is not set, then they pull from ProductionProperties.xapOMDeliveryType to be placed in Salesorderdeliveries.omdDeliveryType. Our connector sub-system was not handling that properly.
Better
11852422 - Sync BDCountrySubDivisions
This fixes a bug introduced by 11846695 Add a City Level To The Country And State/Province System implemented in 18.1.14 where the PPCtlFil_sql was no longer syncing. It also finishes the implementation by syncing BDCountrySubDivisions and BDCountryLocations.

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Bug Fixes - 18.1.14 - Released 25 May 2022

This build has the following bug fixes implemented: 
Better
11850875 - Out Of Range Invoice Line Unit Price Doesn't Give A Good Error Message
Improved error message.
Fixed
11850964 - Sales Tax Percentage Is Wrong When Tax Code Applies To Freight
When placing an order in Shopify as a guest and syncing that order to Macola, if the tax code used on the order has the 'Tax Freight' box checked, the tax amount in Macola was recalculated and did not match the tax amount on Shopify.
Fixed
11851053 - Unable To Download Sales Order Because Organization No Longer Has The Status of Customer
Observed with the M1 connector during the initial BirdDog setup where an existing sales order in the system once had a customer assigned to it, but that customer's status (for whatever reason) had been changed from Active to None. Our system was choking on this kind of data.
Fixed
11851078 - M1 Connector Is Pulling Down The Wrong List Price
An error in the query to pull PartUnitSalePrices down from M1 was sometimes causing an incorrect price to come across.
Fixed
11851236 - Typo On LogViewer
Unhandled Exception in Category field was misspelled as Unhandeled on multiple logs.

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New Features

This branch has the following features implemented: 
New
11846176 - Auth Card In The Ecom Site And Capture When Invoiced in External ERP
The purpose of this enhancement is to allow customers running BirdDog Ecommerce via an ERP integration that supports downloading invoices (Sage 100, for example) to capture the credit card on ecommerce orders. The Captures Posted Invoices job needs to be running for this to function correctly.
Better
11846695 - Add a City Level To The Country And State/Province System
This project adds another level below SubDivision called Location; Locations are specifically built to hold cities, but can hold other things (i.e. ports or military bases). This also fixes an issue where the system can't decide if it is Country / Province or Country / State or Country / State or Province. It is now Country / SubDivision since different countries call the next level down a lot of different things (states, provinces, districts, etc.) Finally, this project updates the order sales tax logic to look at Location, then SubDivision, then Country, then it falls back to the default customer settings on Site Settings.
Better
11846992 - Connector Is Downloading Orders With A Status Of Cancelled
15.2.6 stopped the downloading of WooCommerce orders with a status of failed; this stops downloading orders with a status of cancelled.
New
11850269 - Add Shopify Customer Downloading Events
Add Shopify events CustomerDownload_ShouldPopulateDefault and CustomerDownload.
Better
11850680 - Map Promise Date To Delivery Date
Prior to this build, we mapped Sales Order.Order_Date to SalesOrderDeliveries.omdDeliveryDate in the M1 connector. We now map to Sales Order Line.PromiseDate instead.
Better
11850724 - Update The Sales Order po_no Field Length To Match the ERP Length
This updates SalesOrder.PO_No to: This is the reason for the point release.
Better
11850885 - Add Support For M1 Sales Order Line Negative Discounts
BirdDog doesn't (currently) support negative discounts but M1 does. We removed the broken rule if the external erp is M1.
Better
11851057 - Add Ability To Sync Purchase And Production Order Tables
In our system, BDSyncTables already exists. However, to have full support for the entire syncing process including the ability to handle future changes the sync system has to support specific tables. This feature adds support for "POCTLFIL_SQL", "POORDHDR_SQL", "POORDLIN_SQL", "PPORDFIL_SQL", "PPLINCMT_SQL".
Better
11851129 - M1 Connector Doesn't Handle Sales/Invoice Line Discounts Over 100%
The BirdDog system is limited to discounts from 0% to 100%. M1 actually allows discounts from -100% to 100%. This updates our system to allow this when running against M1.

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Reason for Point Release

This point increase (v18.0 to v18.1) was caused by an increase in field lengths on a sales order table in the BirdDog Engine. 18.1 updates SalesOrder.PO_No to:

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18.0

Bug Fixes - 18.0.58 - Released 25 May 2022

This build has the following bug fixes implemented: 
New
6058002 - Thread Was Being Aborted At BirdDogPage.RecordPageHit
This lowers the logging level of the ThreadAbortException in RecordPageHit to 5. Basically, this is just removing noise from logging.
Better
11850427 - Change Alpha Numeric Invoice Number Error To A Warning
Currently, the BirdDog Connector Sub-System does not allow alphanumeric invoice numbers but ERPs like Sage 100 do and this disconnect was causing the integration to fail due to it reporting errors. We changed this to just a warning so the connector would not hard-fail.
Fixed
11850674 - Items With Product Category Codes Longer Than 3 Aren't Pricing Correctly
This is seen only in the BirdDog Engine as Macola limits product category codes to 3 characters, so as a result, our system was defaulting to that logic and pricing was not returning correctly in BD engine systems with longer product category codes.
Better
11850818 - Event Not Being Hit And We Don't Know Why
Add logging to the event system that explains when custom events are called and not called. Also added more logging to the WooCommerce AddLine event to help explain how the item number is being determined.
Better
11851169 - SvcPro Connector Setting Ship Instructions 1 Field to WO Number
When downloading an order from Service Pro, the connector was setting the Ship Instructions 1 field to the SP Work Order Number, but this is unnecessary since the Order Numbers always match between SP and BirdDog.

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Bug Fixes - 18.0.52 - Released 2 May 2022

This build has the following bug fixes implemented: 
Fixed
11835668 - Report Production Doesn't Update Average Cost Correctly
When reporting production, the average cost of the parent item should have been updated to take into account the cost of the items just produced and the unit cost of the work order should have been updated as well; neither were true. While fixing that, also discovered issues with production order release/report where the wrong location was being used for cost, and discovered an issue where if you had a POP forced demand item on a sales order and somehow the inventory transaction was deleted for that order line (which is illegal but it happened), then when you reported production, it would blow up with a horrible error. Now it just logs it and keeps going.
Fixed
11846402 - QuickBooks Desktop Connector Can't Handle Duplicate Bin Names
Posting was broken in QuickBooks Desktop because of a fix in 17.0 where G/L accounts are validated during posting so we now validate G/L accounts on A/R Setup.
Better
11847060 - QuickBooks Desktop Connector - Improve Duplicate G/L Error
Improved logging for QuickBooks Desktop systems.
Better
11847076 - QuickBooks Desktop Connector - Error Running Module 'inventory-part' During Initial Sync
Improved logging for QuickBooks Desktop systems.
Better
11847395 - QuickBooks Desktop Connector Not Uploading Sales Orders With Service Items
An order with an Inventory Item was syncing all the way across and writing the order and orderline to QuickBooks. An order with any other type of item (Task, Inspection, Service Tech) was downloading to BirdDog, but threw the "One or more errors occurred" error and didn't write the order into QuickBooks.
Fixed
11847741 - Tax Codes Imported From Sage Not Setting Tax Rate
Tax codes were coming over from Sage 100 with a 0% tax rate.
Fixed
11847902 - Cost Incorrect When Receiving a PO With a UOM Conversion
An item with a stocking UOM of LB, a purchasing UOM of BX (box), and a PO conversion ration of 5 (so 5 lb boxes) was showing the cost as $0.20 when receiving a PO instead of the expected $1.
Better
11848066 - Invalid Windows Permissions Throws Generic Error
The Sage 100 connector threw the generic exception has been thrown by the target of an invocation. We eventually determined that the issue was that the Windows domain account didn't have permissions set on the folders/files. We updated the generic message to be more useful.
Better
11848507 - Enterprise for Windows - Remove Redundant Report Path
On EntWin | Settings | Website | Reports, there is a Report Path. It was redundant since there's already a EntWin | Settings | Paths folder.
Fixed
11848744 - QuickBooks Desktop Connector Hangs on DownloadInventorySites
Fixed a scenario in QuickBooks Desktop where the downloading of Inventory Sites would go into an infinite loop
Better
11848979 - Invalid Webcategory Code Error Message Is Not Helpful
We were observing issues when a webpage had invalid characters - e.g., question mark(?), colon(:), comma(,), apostrophe('), period(.) - in the title were the web manager was failing but was not telling you why. Adjusted the error message to be more helpful but also update code defaults for new pages which will automatically remove the invalid characters for the page code.
Fixed
11848983 - Order Line Recalc Price Is Not Working Correctly
Found a bug in Order.LinePricing where the comparison to the item being a coupon was backward. Fixing this caused custom/manual prices to be reset anytime another line was added. This fixes that mess.
Fixed
11849033 - M1 Connector Writing Shipping Totals Instead Of Ordered Totals For Tax And Total Fields
SalesOrders.ompOrderTaxAmountBase, ompOrderTaxAmountForeign, ompOrderTotalBase, and ompOrderTotalForeign were being written to M1 with the shipping amounts instead of the ordered amounts. This caused the values to be wrong when the quantity to ship on any of the lines did not match the quantity ordered.
Fixed
11849335 - Confirm To Field In Sage100 Gets Blanked When Syncing Changes
In the course of syncing an order between BirdDog and Sage 100 and making changes on both ends, the 'Confirm To' and 'Email' fields on the Sage Order were getting blanked out.
Fixed
11849538 - Need to Download Email Address and Phone From Shopify Orders
Ordered by email and phone were not being downloaded from Shopify to BirdDog sales orders.
Fixed
11849596 - Email Not Syncing From BirdDog To Shopify
When creating a new customer in Shopify with no Email address, syncing that customer with no Email to the BirdDog database, then adding an email address to the customer on the BirdDog (or appropriate ERP) side and trying to sync it back up to Shopify, a NULL error was being received from Shopify. This fix also adds a warning to the report when we have validation issues so we're not blind to this going on.
Better
11849600 - Quick Order Form Using Different Search Than Website
Our type-ahead search, which is used in multiple places like Customer Service | Order Entry and Ecommerce | Quick Order Form, was using the same search as the main site search but it was not using the search settings from Site Settings | Site Search which was causing it to return results differently.
Fixed
11850131 - Some Inventory-Part Items Not Being Downloaded from QBD
This was not a case of bad data or an item type that we do not support, but rather the QuickBooks Desktop connector was simply not pulling some items down from QuickBooks until those items were manually adjusted in the system.
Fixed
11850292 - PricingResult Not Verifying Anonymous User Correctly
Pricing result was returning an error when running a GraphQL query anonymously.

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New Features

This branch has the following features implemented: 
Better
11827288 - Order Edit Needs Taxable Check Box
Customer Service | Enter Orders has a Taxable checkbox on it, but after the order was generated, you couldn't change the taxable status of an order. Now you can.
New
11841212 - Create Custom Screen For Sales People Under Customer Service License
Added a new page on the web site located at Customer Service | Reports | Item Search (beta). When a customer service representative (CSR) has the Customer Service license, they can access this page and easily look up items for a customer they are on the phone with. On this page, they can quickly see list price, customer price (if it's any different) and quantity on hand, as well as being able to add the item to the cart without having to actually be on the Enter Order page.
New
11842389 - Add Standard Support for PostHog
An analytics service similar to Google Analytics, PostHog can now be utilized via the API key we added to Site Settings | Main Settings.
New
11842561 - Download Amazon Ship-To Info From ShippingEasy
Add support to the Amazon connector to request shipping info from the ShippingEasy connector
Better
11842696 - Add Custom Field Mapping to the M1 Connector
Added custom field support to sales orders and lines for the M1 environment. NOTE: Adding custom field mapping to an existing system has the ability to wipe out data. For example, if you have already synced all of the sales orders and they have an existing UDF and you then go add the mapping to that custom field and bump the sales order on the BD side we will blank out the existing value. Additional instructions on bumping the sales order here.
Better
11845178 - Enhance the M1 Connector With 2-way Sales Orders and the Download of Purchase and Work Orders
  • Updated M1 Sales Order sync to two-way to enable Customer Service support
  • Added the downloading of Purchase Orders
  • Added the downloading of Jobs to BirdDog Work Orders
Better
11847438 - QuickBooks Desktop Connector - Phone_No Too Long Error
Updated ARCusFil_sql.phone_no to 50 for BirdDog Engine.
New
11847797 - M1 Sales Order Enhancements
  • Added a new event added to support updating the sales order in M1 after we write it
  • Added mapping of sales order sales people to M1
  • Added mapping of sales order comments to M1
  • Added mapping of customer and ship to sales person to BD customer and ship tos.
Better
11848160 - Update GraphQL to Return Location Quantity Availability
This branch moves Site Settings | cXML | Return Locations to Global Settings | Security | Return Locations. While this was on Site Settings, it is actually a global setting and adding a location to one site would cause it to appear on all other sites.
Better
11849017 - Improve WooCommerce CustomerDownloadGetCustomerNo event
Changed the under-the-hood implementation of the CustomerDownloadGetCustomerNo event for WooCommerce to allow it to override existing customer linkages.
New
11849148 - QuickBooks Desktop Connector - Add Support For Other Charge Items With A Rate Type Of Percent
We missed a scenario where QuickBooks Desktop customers could have sales orders with a Rate Type of Percent. Prior to this, we presumed the Rate Type would always be set to Rate.
Better
11849684 - M1 Price Code Basis Incorrect
We discovered M1 PartPriceBreaks records could have zeros for all discounts and prices. We originally mapped these to a price code with a basis of Price and this caused the system to calculate a zero price in some cases. This updates the mapping to create a 0% discount from those records instead of a $0 price.
Better
11845792 - BirdDog Default Pricing Setup Does Not Match M1
M1's pricing system has 8 price codes just like BirdDog's. However, the default order they process them in is different which could cause us to return an incorrect item price in some circumstances. When running against M1, we have updated our price code order to match theirs.
Better
11850293 - Add Ability To Delete The Revenue From An Opportunity
Made enhancements to BRAIN to allow the removal of revenue data from opportunity projects. Also removed the Revenue label because it simply duplicated the Revenue amount on said project.
Better
11850520 - Major Enhancements to Delivery Date Calculation Logic
Did some pretty significant enhancements for how the system calculates the promise date on a sales order line. Here is a helpful graphic to explain how that works and below are the changes we implemented:
  • Added lots of level 4 logging to the Available to Promise (ATP) so you can tell how an ATP date is being calculated
  • Updated ATP to look at open work orders
  • Updated ATP to look at both purchase and work orders for manufactured items (since we might purchase a manufactured item sometimes)
  • Purchase and work orders with a due date past the item's lead time are ignored (assumed we can buy/make them faster than the existing order)
  • Purchase and work orders with a due date before today are ignored (assumed to be invalid)

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Reason for Point Release

This point increase (v17 to v18) was caused by an increase in field lengths on a customer table in the BirdDog Engine, as well as extensive enhancements to the M1 connector sub-system to allow for 2-way sales orders and the downloads of purchase or work orders.

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System Requirements Version 18

Server Requirements

Software Requirements
BirdDog Software can be deployed on a dedicated or virtual server that meets the following requirements:

Minimum hardware required:
  • Windows 2008 R2 Server
  • Minimum: 8 GB of RAM, recommended: 16 GB of RAM
  • Minimum .Net Framework 4.7.2
  • 300-500 MB of available hard disk space per installed instance of BirdDog
BirdDog software can be installed on both x86 (32-bit) and x64 (64-bit) versions of the following:
  • Microsoft Windows Server 2008 R2
  • Microsoft Windows Server 2012
  • Microsoft Windows Server 2016
  • Microsoft Windows Server 2019
Database Server Requirements
Hardware requirements:
  • Minimum: 8 GB of RAM, recommended: 16 GB of RAM
  • 200 MB of available hard disk space. Depending on the number of transactions, additional hard disk space may be required to store large number of transactions.
  • Document Management, additional hard disk space depending on the amount of documents. 5GB of documents will require 5GB of additional storage. Consider this, Using an estimate of 2,500 pages per file drawer and four file drawers per file cabinet, one can estimate that scanning two four drawer file cabinets full of documents (ten thousand single sided pages) will require 1 GB.
The BirdDog database can be hosted by:
  • Microsoft SQL Server 2012, any edition
  • Microsoft SQL Server 2014, any edition
  • Microsoft SQL Server 2016, any edition
  • Microsoft SQL Server 2017, any edition
  • Microsoft SQL Server 2019, any edition

Full-Text Search needs to be installed on your SQL Server for our software to function correctly.

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Work Station Requirements

  • 2gb of RAM
  • 2GHZ or better CPU
  • High speed internet
  • Windows 7 or later
  • If using Avatax, 64-bit is required

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Web Browser Requirements

Web-browser Requirements for Ecommerce
Our publicly facing system can be accessed by any device with one of the following browsers:
  • Microsoft Internet Explorer version 9.0 or later
  • Mozilla Firefox version 10 or later
  • Apple Safari version 6 or later
  • Google Chrome version 17 or later
Web-browser Requirements for Enterprise
Our ERP system can be accessed by any device with one of the following browsers:
  • Microsoft Internet Explorer version 11
  • Mozilla Firefox version 10 or later
  • Apple Safari version 5 or later
  • Google Chrome version 17 or later

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