Version 20

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20.1

20.0

System Requirements Version 20

20.1

Bug Fixes - 20.1.61 - Released 29 October 2024

This build has the following bug fixes implemented: 
Fixed
11873511 - Connector Attempts to Download Blank Orderlines from QuickBooks and Throws an Error
QuickBooks allows you to skip lines when adding order lines to an order, leaving a blank line between actual order lines. The connector was trying to download these lines and throwing an "Item with No Linkage" error. Now, when downloading a sales order line without an item number with the QuickBooks Connector, we will now use the item number COMMENT (which is automatically created if it doesn't exist). When uploading a sales order line, if the item number is COMMENT we leave the item number blank. The item number COMMENT is configurable; more information can be found here.
Fixed
11880846 - Customer Name Field Truncated On Upload To Sage
The Sage 100 connector was truncating the Customer Name field to 30 characters when uploading a customer to Sage. This code goes back to the original Sage 100 Connector introduced in version 9.8.2 back in 2016 where the BirdDog schema was much longer than Sage 100 so we truncated when uploading. Now that we've updated our schema to match Sage 100 and Sage has increased the size of their fields, we handled the increase at the schema level but the old code didn't get removed until now.
Fixed
11881859 - Webcategory List Not Honoring Permissions Correctly
When webcategory/item paging was implemented on webcategory layouts, we cached the results for better performance. This caching did not properly handle roles and audiences which was causing pages to be shown or hidden incorrectly depending on who viewed the page first.
Fixed
11882311 - Service Pro Connector Mismap on Billing Name Between Upload and Download
When syncing the Billing Name field on an order to Service Pro, there was a mismap between upload and download. We were downloading the field correctly from Billing Name in Service Pro, but uploading the value to the Attention field. This build changes the upload mapping on Order.Bill To Name and Ship To Name from Bill/Ship To Attention to Bill/Ship to Name

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Bug Fixes - 20.1.56 - Released 4 June 2024

This build has the following bug fixes implemented: 
Fixed
11875998 - Update UPS API Call To Support OATH 2.0
UPS is deprecating access key authentication in favor of an OAuth 2.0 security model for all APIs as of 5 August 2024, at which point access keys will no longer be supported for authentication to any UPS APIs. As a result, we implemented a critical fix to our existing UPS freight account functionality to ensure it continues to work. We no longer need any of the information previously required; instead, there is now a button on the UPS freight account page that will send the user to UPS to authorize BirdDog to access the data. Authorization then takes you to the BirdDog home page and upon logging in with the email address we have on record, your system is fully authenticated and you are redirected back to your site. Apart from this, UPS rating is unchanged in BirdDog.

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Bug Fixes - 20.1.53 - Released 1 March 2024

This build has the following bug fixes implemented: 
Fixed
11870879 - E-Automate Is Returning Quantity Available Of One When Out Of Stock
This could only be seen if you had "Return zero qty locations" enabled on an E-Automate Connector environment.
Fixed
11872569 - Auto-Generated Work Order Not Handling ES Too Long Customer Name
Macola ES allows you to input customer names that are longer than 40 characters, but when you generate a sales order and a work order, ES automatically truncates the name to 40 characters. BirdDog was doing the same with the sales order, but not a work order which was causing an error. This was especially troublesome if the order was an Ecommerce order so the customer only saw "Something went wrong."

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Bug Fixes - 20.1.52 - Released 19 February 2024

This build has the following bug fixes implemented: 
Better
11861298 - Populate M1 SalesOrderLines.omlcreatedby Field From BD Orders
When creating a new sales order line in M1, we now set omlCreatedBy="BIRDDOG" and omlCreatedDate=Now.
Fixed
11871422 - Service Pro Type Being Set to Unassigned When Downloaded From QBD
When downloading items of type Non-Inventory Parts, Other Charges, and Service items from QuickBooks Desktop, the Service Pro Item type was always being set to Unassigned. This should have only been a default set on new items.

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Bug Fixes - 20.1.49 - Released 30 November 2023

This build has the following bug fixes implemented: 
Fixed
11833973 - Capture Credit Card Resets Sales Tax To Zero Using AvaTax If The Employee Doesn't Have Item Permissions
This was encountered when a User had the Employee role and was attempting to invoice items using Enterprise for Windows that the Employee role did not have view permissions for. The lack of proper permissions there caused the item to not load correctly and a null item get handed back where the taxable default was set to false. As a result, AvaTax zeroed out any tax.
Fixed
11857185 - JobMaster Not Honoring ApplyDatabaseRevision Setting in Config
In the Job Master config file, adding " " should prevent it from performing schema updates for new versions of the software if Job Master is the first program to run a new version against an existing database. The code was not honoring that setting.
Fixed
11858281 - M1 Salesperson Mapping Incorrectly
Using the M1 connector sub-system, we were mapping BirdDog Salesperson to M1 AccountManager (Organizations.cmoAccountManagerEmployeeID), and it was supposed to be OrganizationLocationSalesPeople. This also removes the mapping of customer.salesperson to organization.cmoAccountManagerEmployeeID. Customer.salesperson is mapped to OrganizationSalesPersons.cmkSalesEmployeeID.
Fixed
11860475 - Shipping Interface Requires Item Permissions
Related to 11833973 above, although with slight differences that are only immediately apparent under the hood. Shipping Interface can select orders for billing. In a scenario where you have the AvaTax connector, the system must load the item to determine tax settings. Previously, if you didn't have the correct item permissions, the system could miscalculate sales tax. If you have permission to run the shipping interface command, it does not matter what your item permissions are.
Fixed
11862408 - Sales Order With Duplicate Tax Codes Won't Post
Attempting to post an order set up in this fashion was resulting in a duplicate key exception error instead of posting.
Better
11862429 - Fix Invalid Ship Code Error
Improved a bad error message for when site settings have invalid ship via code data.
Fixed
11864065 - Shopify Connector Order From Remote System Not Working
When using the 'Order from Remote System' option under 'Order Number' settings on the Shopify connector sub-system, it did not behave as expected.
Better
11865108 - Make Payment Page Looks Odd When Browser Is Fullscreen
Several of the built-in buttons on the page weren't in the right place when the web browser was set to fullscreen.
Better
11865537 - Change M1 PartWarehouseLocations Errors to Warnings
When downloading data from the M1 table PartWarehouseLocations, we were reporting errors when we ran into invalid data. This caused the connector not to finish successfully. Changed those errors to report as warnings.
Fixed
11865584 - Sage Connector Not Retrying Orderline Upload After Receiving a Record Lock Error on Order in Sage
When attempting to upload new orderlines to Sage 100, if we get a "Record Lock" error because the order is open in Sage Sales Order Entry (or for whatever other reason), we throw a warning in logging, but never attempted to re-upload those orderlines to Sage. Bumping the order or making a change to it would cause it to be reprocessed, but the missing lines never synced to Sage.
Better
11866167 - Field Maintenance Screen Needs Tweaks
Made a number of minor UI improvements: changed the existing mouse-over tooltips to match our standard; changed the label on one option to be more clear; fixed a couple of minor typos; added a link to another page on one the tooltips.
Better
11866168 - Page Title on UOMList is Wrong
The page title for UOM List was showing Freight Cost List instead of Units of Measure.
Fixed
11866265 - Work Order Screen Not Displaying The Item Description
When displaying work orders at Enterprise | Manufacturing Work Orders, the screen crashed because there was an issue with the Item Description.
Fixed
11867055 - Sage 100 External ERP Type isn't being set
When the connector is initially run against a new database, it sets which external ERP will be utilized based on what is set in the initial connector setup. This is important as the schema is frequently different according to which ERP is involved - for example, one ERP may have a character limit of 8 for customer numbers, but another may allow 16, and so on. An earlier version of the software introduced a regression bug that was preventing this value from being set for Sage 100 and, as a result, the schema was not being updated correctly.
Better
11867752 - Order Header Doesn't Handle Invalid NULLs Gracefully
Observed with an order that was created illegally with NULLs in fields that should never be NULL. This update makes the system no longer crash when it encounters such data in the wild.
Fixed
11868457 - Reprint Invoices from EntWin is Erroring Out
When using Enterprise for Windows and navigating to Transactions | Invoicing | Reprint Posted Invoices, the system was throwing an error stating "Column 'email_address' does not allow nulls."

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New Features

This branch has the following features implemented: 
New
11799691 - Create Initial Pass of Infor Syteline Connector
Added support for Infor Syteline connector. This is a level 1 integration.
New
11850775 - Add Price And Stock Check API End Point For E-Automate
In 20.0.43, we deployed our integration with the ECi E-Automate supplier portal. This enhances the existing functionality by adding price and stock check API information
New
11854922 - Integrate with FreightView
Adds support for FreightView as a supported shipper. This supports LTL Economy and LTL Priority. When using FreightView, you will typically setup a ship-via code in your ERP for each and every LTL carrier that you want to rate. Further, you need to assign a Standard Carrier Alpha Code (SCAC) to each of these ship-via codes to avoid rating performance slowdowns. SCAC codes can be looked up here.
New
11857568 - Create Initial Pass of Aslan Interactive Websites Connector
Added support for the Aslan Interactive connector. This is an Ecommerce connector that brings Orders down and pushes Invoices up.
New
11858699 - Add Field Definition Import
New import options added to both Enterprise for Windows and the web software.
New
11858816 - Add Shipping Interface Interface Transactions Starting Event
Add new event that will allow for custom processes right before the standard shipping interface logic starts. This adds three events This adds three processes:
  • InterfaceTransactionsStarting
  • ProcessBirdDogShippingTrxsStarting
  • ProcessRemainingManifestTrxsStarting
Better
11859031 - Update AvaTax Commit Job To handle Post And Commit
This adds three new parameters to the Sales Tax Connector: Commit Sales Tax job:
  • Process - Commit or Post - Commit - This is the default value if blank.
    • Process commits invoices that were posted to AvaTax during the BirdDog invoicing printing process
    • Post - Posts all invoices in history to AvaTax in the days back range that have not been posted yet, then runs the commit process
  • Days Back - Days back to look for unposted invoices. 0 is today and 1 is yesterday.
  • Batch IDs - Comma-separated list of batch IDs to process. Since this is already in a list of comma-separated values they need to be set off by quotes in the format "Batch 01,Batch 02"
New
11860857 - Add A Setting To cXML Allow Customer Default Even If Not In Allowed Ship Via List
Added a new option in Site Settings | cXML: A checkbox for Allow Customer Default Ship Via When Not In Ship Via List - the default behavior of the software is to require that a ship via actually be in the list of allowed ship vias before it can be used. If the customer's default ship via is not in the list, then the first valid ship via in the list is used as default. If this setting is checked, the customer's default ship via will be allowed to be used.
New
11860858 - Add Setting To cXML For Maximum Quantity Returned
Added a new option in Site Settings | cXML: Maximum Quantity Returned For A Stock Check - if the quantity available is greater than this maximum, then the value plugged in here is returned instead.
Better
11861377 - Set Connector Default When SvcPro Built-In Data is Used in New Synced Fields
This is related to project 11843764 from 19.0.10 that incorporated the new fields to sync from Service Pro; currently, Service Pro auto-generates a number of "built-in" defaults for the fields that we are now syncing. When one of these built-in values was used on an order pre-19.2, we ignored the value on the SP side and used the connector default when syncing the order from SP to BD and then over to Sage. With the 19.2 update, we began to validate these fields on order download and threw an error because they only existed in SP. This was going to cause a fair bit of data conversion to be done on the Service Pro side, since we now required these fields to contain valid data. With this, however, we are changing that behavior from "report warning and don't download" on customer/ship to/sales order codes of Customer Type, ShipVia, SalesPerson, and Terms to "report warning and use connector defaults for the value" which negates the need for data conversion.
New
11862080 - Create Tagged Categories and Items Page Layout
New web-page layout that displays a list of webcategories and items where the webcategory and item field Tags contains the value that is on the parent webcategory field Tags. See here for instructions about how to use this.
Better
11862385 - Add Abbreviation Property To Field Definitions
Added Abbreviation and Tool Tip to field maintenance. Added Abbreviation and Tooltip to the Field Definition import.
New
11864492 - cXML Page Not Returing Anything
Going to www.MYSITE.com/cXML using BirdDog software is supposed to return data, but instead, the page was simply blank.
Better
11868296 - Improve UX for Document List and Document Editor
Our import system uses our document management system (DMS) pretty heavily under the hood. Unfortunately, the filter capabilites for Enterprise | Content Manager | Documents was inadequate as most imports ended up having the same name, which made the search text next to useless. This project adds lots of filter capabilities to that screen to make it easier to find a doc.

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20.0

Bug Fixes - Version 20.0.60 - Released 30 November 2023

This build has the following bug fixes implemented: 
Fixed
9649420 - Billing Address Blanks Out When Check Box Unchecked
When you clicked the "Billing address is the same as shipping address" checkbox on the checkout page and then unchecked it, the billing address was cleared and you were forced to re-enter the info to place an order.
Better
11861546 - Key Fixer Doesn't Support the NVarChar Column Type
Updated the Key Fixer tool to better handle this.
Fixed
11862423 - Object Reference Error When Clearing Parent Project No On A Project
When using the BRAIN CRM functionality in our software and removing a parent project number from a sub-task so as to move it out from under that parent, an object reference error was happening upon clicking on Save.
Better
11863644 - Enterprise for Windows PO Receipt Import Allows Multiple Items With Same Serial No When It Should Not
When using the PO Receipt Import in Enterprise for Windows to import a .csv with with purchase order receipts, 2 items with the same Serial/Lot No. were allowed to be added, which was wrong.
Fixed
11864090 - AvaTax Invalid Destination Address Error Messages Actually Report The Source Address
If you attempted to print an order acknowledgment in Enterprise for Windows on an order with an invalid ship-to address using AvaTax, the resulting error provided the wrong address. The bug turned out to be that even though it was reporting the correct error (destination address) it was displaying the source address.

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Bug Fixes - Version 20.0.43 - Released 28 April 2023

This build has the following bug fixes implemented: 
Fixed
11858492 - A/P Summary Report Not Returning Any Data
In a previous build, we fixed the BirdDogNumericEditor control to handle negative values, but instead allowed anything to be entered, which broke this page.
Fixed
11854735 - Accumulator Fields in ARSlmFil Not Updating During Posting Process
When posting an order in Macola, the accumulator fields in ARSlmFil increment after the order is posted. When posting an order in EntWin the accumulator fields in ARSlmFil did not increment after the order is posted. We made a number of coding fixes to resolve this, principally to align more closely to how Macola functions and to drastically improvements to posting error messages. Added the creation of A/R Commission due records during the posting process as well as the updating of Sales Person MTD/YTD accumulators, which had previously been overlooked. Finally, this also contains a fix for loading sales order line item permissions. Prior to this fix, if the user doing the posting didn't have access to one of the audiences the item was in, then the posting would fail.
Fixed
11857143 - M1 Connector Not Updating Price Changes Without Bumping Record
Updated DownloadPartUnitSalePrices in the M1 connector sub-system to bump the table one a day in order to force a refresh. This way, pricing changes made in M1 are picked up properly and do not require direct database record manipulation (aka "bumping" the table.)
Fixed
11858504 - Order Is On Hold and Cannot Be Selected during Shipping Interface
Improved Logging to better explain this functionality.
Fixed
11858899 - Using 'Add Copy To Your Current Order' Button on Invoice Does Not Populate Lines
When using the 'Add copy to your current order' button on an Invoice, the system would not let you place your order with the item lines. Also when trying to add item lines to the order, it did not let you add the item.
Better
11860058 - Field Import Does Not Work With Categories
When using the Field Import for WebCategories, an ugly error is received.
Fixed
11860673 - Kit Items Not Defaulting To The Correct COST When Added To A Sales Order
Kit/Feature Items have a setting "Kit/Feature Cost Method" that can be these options: Item Location, which uses the item/location cost like a normal item; Rollup, which uses the component cost; Rollup With Parent, which uses the components cost plus the cost of the parent. This functionality was broken so regardless of what option was selected, our web software was showing only the cost of the parent item.
Better
11860832 - Make Ship Via Selection Before Freight Pay Code and Collect Account Number
On the CheckOut page, shifted the ship via selection dropdown list (DDL) location as it should be first before Freight Pay Code and Collect Account Number. Also changed a label.
Fixed
11860897 - Sync Doesn't Handle Apostrophes In Key Values
We were observing an incorrect syntax error message during initial sync upload due to apostrophes being in certain fields that we were not expecting to be present.

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New Features

This branch has the following features implemented: 
New
10780776 - Integrate with ECi E-Automate
This enhancement updates the BirdDog Connector Sub-System to integrate the ECi E-Automate supplier portal; our service listens for incoming requests from E-Automate and responds with the appropriate information. Consult the linked documentation for additional information.
New
11832043 - Add Item Setting That Allows It To Be Reported As Freight When Uploading To E-Automate
On the Item Setup tab on the ItemEdit page, we added the Report As dropdown list with three options: Normal (this is the default setting), Freight and Miscellaneous. Our new ECi E-Automate connector honors this setting when uploading invoices. If set, we remove it from the list of items and add it to the freight or miscellaneous amount on the order header. If there are more than one freight/miscellaneous item on the order, we sum them together.
Better
11849897 - Sales Order Import Job Missing Job Description and Additional Info
Improved existing on-page documentation for the Sales Order import job.
Better
11851404 - Project Management Enhancements - Start and End Date Improvements
Updated existing functionality so that when you complete a project, the project's completion date updates the start date of all of the dependent projects.
New
11857328 - Add Ability To Initially Assign A Task To A Role
When using BRAIN, you can assign a task to a Role instead of an individual person. This creates a task in the inbox of all employees who have that role, and as soon as an employee acknowledges that task, it is assigned to him or her and this task is removed from the inbox of the other users with that role.
Better
11858079 - Add More Filters To The Projects By Type Report
Major updates to the /BRAIN/ProjectsByType.aspx page.
New
11858641 - Add Support For Fractions To The Item Import
Item import will now support values in the format # #/# or #.#/# when importing floating point values. The system will automatically convert these to decimals under the hood, so 3/4=0.75, -3/4=-0.75, 7/8=0.875, and so on.
Better
11859074 - Support Global>Order Entry>Shipping>Print Proforma Invoices Setting When Picking From Enterprise for Windows
Renamed Enterprise>System Manager>System>Global Settings>Customer Service to Order Entry and moved everything on the Shipping tab to the Order Entry tab. Updated EntWin>Transactions>Pick/Pack>Print Picking Tickets to honor the Global>Order Entry>Shipping>Print Proforma Invoices setting. Previously this setting was only honered by the shipping console screen.
Better
11859193 - Add UOM To Field Definitions
This project has multiple enhancements to existing functionality:
  • Decreased the UOM Code length from 4 to 2 for M1 environments.
  • Added a number of extra options on /Enterprise/UOM.aspx
  • Added tooltips to all options on /Enterprise/UOM.aspx
Better
11859499 - Display Call For Pricing And Don't Allow Buy When Price Is Zero
If the item price is zero and the current user who is logged in is not an Enterprise User, then our web software now displays "Call for Pricing" and hides the add to cart button.
Better
11859930 - Page Not Found When URL Uses a PageCode and a Trailing Slash
This enhancement fixes an issue where pages are not being found if they end with a slash(/). One of the results of this fix is that webcategory codes that end with a slash are no longer legal.
New
11860746 - Add Ability To Import Field Definitions
We already allowed fields to be imported, but prior to this build, had to manually update the field definitions once they added.
Better
11860914 - Document Handling of Apply To on Cash Receipts Import
Major improvement to the documentation on the example CSV for this import.
New
11860961 - Add Contact Layout
This project added a couple of new things:
  • Increases DocumentLayout.Description from 255 to 8,000 characters
  • This adds a new layout for displaying tagged contacts from BRAIN CRM (Categories38). Originally, this was built to display a list of reps or dealers by country and state/province. By default, this new layout displays a list of contacts where the contact field Rep Country / Subdivision contains the value that is on the webcategory field Rep Country / Subdivision. This layout is customizable and allows for displaying any list of contacts/addresses that are tagged to one or more lists.

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Upgrade Notes - Web Software Only

Customers utilizing the web software will need to immediately run the following query after publishing 20.0 to their production site:

select * from bdwebcategories wc where wc.code like '%/'

Any webcategories that are returned from this query will need to be fixed by removing the trailing slash from the Code. Our software does not do this automatically because there is the potential of breaking a currently working url if this fix is done before this build is running in production.

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Reason for Point Release

This point increase (v19 to v20) was principally caused by 3 projects: 11854735, which increases in ARComDue_sql.Cus_No as well as changes in the public API; 11859930, which updates how our software handles webcategory codes that end with a slash (/); and 11860961, which increases BDDocumentLayout.Description from 255 to 8,000 characters.

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System Requirements Version 20

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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