Version 24

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24.0

System Requirements for Version 24

24.0

Bug Fixes - 24.0.60 - Released 16 December 2024

This build has no version specific bugs that need to be reported, but has cumulative fixes from prior versions merged into it.

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Bug Fixes - 24.0.58 - Released 29 October 2024

This build has no version specific bugs that need to be reported, but has cumulative fixes from prior versions merged into it.

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Bug Fixes - 24.0.53 - Released 26 August 2024

This build has no version specific bugs that need to be reported, but has cumulative fixes from prior versions merged into it.

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Bug Fixes - 24.0.51 - Released 27 June 2024

This build has the following bug fixes implemented: 
Better
11876539 - Unhandled Error With Bad Data On Big Commerce Connector
Observed errors when running a BigCommerce connector that were due to bad data and needed to be converted to a Warning.
Fixed
11877690 - Making A Change In Global Settings Wipes Out Active Price Code Types
On Global Settings | Order Entry, we have Active Price Code Types. Making any change to global settings and saving resulted in all options that had been set up in that field to blank out entirely.

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Bug Fixes - 24.0.48 - Released 4 June 2024

This build has the following bug fixes implemented: 
Better
11873576 - Update Roll-Up Search Results Instructions
Improved on-page documentation.
Fixed
11875222 - Item Import Doesn't Honor Manufacturing Method
An item imported into BirdDog with manufacturing method set to PP was instead actually coming in with that method set to OE.
Fixed
11875438 - Add Customer Exempt No To Invoice
On the Invoice Crystal Report, the customer tax exempt no is an option, but it was not actually being populated.
Fixed
11875586 - Typo In Tax Code Logging
Logging has "separate" misspelled as well as some other grammatical errors.
Fixed
11875821 - Shipping Interface Doesn't Handle UPS Worldship Hundredweight Export Correctly
This updates the logic to only use the charges from the first record when there are multiple records and the master tracking number matches. Note that this check only happens for records interfaced at the same time so if you create a record, let the process run, and then create a second record with the same master tracking number, it will include the charges for the second one since it isn't in the same run.
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 - 24.0.38 - Released 27 April 2024

This build has the following bug fixes implemented: 
Fixed
11867901 - Order ShipVia Not Syncing From BirdDog to Service Pro
When changing the ShipVia on an order and syncing it back up to Service Pro, the change wasn't syncing properly, and the original value in Service Pro synced back down to BirdDog and overwrote the change.
Fixed
11871910 - Order Lines Not Going Up To Service Pro
An order imported into BirdDog without lines was syncing up to Service Pro correctly, but while a subsequent import was correctly adding the line item data to the BirdDog order, the connector was not pushing that data up to Service Pro. Worse, there was no logging explaining why. We fixed both issues.
Fixed
11872495 - Serial Number On Equipment Import Not Showing In SvcPro
Equipment imported into a Service Pro Connector system with a serial number populated on the CSV did not have that SN anywhere in Service Pro.
Fixed
11872919 - Changing Customer Data On Infor Is Not Coming Down To ERP Via Connector
Our connector was monitoring the wrong RecordDate field in Infor Syteline which resulted in changes to a customer there was not being brought down.
Better
11872965 - Increase Production Order.cus_name To Match Length Of Oeordhdr_sql.bill_to_name
Customer name had been extended for the BirdDog engine but this property was originally missed. This ended up being a bigger deal and quite a few enhancements were made to handling field lengths throughout the order system.
Better
11873728 - Import Sales Order From Directory Job EmailTo Field
The Import Sales Order from Directory Job only had one EmailTo field which prevents users from sending Import Sales Order emails to an large number of emails like other jobs do.
Fixed
11873851 - Location Description Exceeding 50 Characters Cannot Go Into Service Pro
It is possible to import a warehouse into BirdDog system with a description that exceeds 50-characters which Service Pro cannot handle. Now, the system will automatically cut the location description in BD down to fifty-characters so it can be successfully uploaded.
Fixed
11874745 - Enterprise For Windows Schema Revisions Don't Always Execute When They Should
During the initial setup of various connetor account, Enterprise for Windows provisions the database to match certain fields according to the environment we are talking to. Some code was missed that caused schema revisions not to execute when they should. We also added additional logging to the startup process to make schema issues easier to diagnose.
Better
11874972 - ATP Doesn't Handle Production Order Processing Not Being Enabled
Certain "available-to-promise" (ATP) scenarios blew up attempting to read from the Production Order File when that module wasn't enabled and the tables didn't exist. This was happening even if the order did not have any manufactured items on it.

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New Features

This branch has the following features implemented:
New
11850072 - Implement Stripe
With this build, we support the Stripe payment gateway for Ecommerce checkout.
Better
11859122 - Add Field Support To Ship To UI
This added support in BirdDog for a Ship-To field.
New
11860911 - Quote Sync For Customer To Approve And Pay For On Website
BirdDog Ecommerce has functionality that allows for a customer service rep to create a quote for a customer, email them a link to a custom quote page (see example here), and then check out with the normal Ecommerce shopping cart process. This enhancement adds a new site setting (Site Settings | Ecommerce | My Account | Allow Quote View) that allows a logged in user to see all of their open quotes from their My Account page. Additionally, this hides open quotes from Order History.
Better
11860950 - End of Month Automation
This functionality mimics Macola | Order Entry | Processes | Clear Accumulators. Currently, this process only supports configurations with 12 periods and fiscal year matches the calendar year. This increases column lengths in Sales History File which is one of the reasons for the point release.
New
11861127 - Add Order Line Before Save Event
Added a new event.
New
11863970 - Create E-Automate Dealer Gateway Integration
This enhances the previously released E-Automate Connector to support uploading customers, items, and prices.
Better
11868359 - Add Custom Field Support to Sales Order Headers To Infor Syteline
As noted, this is for Infor Syteline but the support is implemented a bit differently than other ERP connectors. With Infor Syteline, if you create a sales order header BirdDog field, then that custom field must exist in Syteline. If it doesn't, you'll get errors on upload.
Better
11868437 - Use Next Order Number From Infor
This updates the Infor Syteline connector to have 10-character sales order numers and to pull the next order number from Syteline for Ecommerce orders. As a result, a newly generated Ecommerce order will automatically create the appropriate order header in Infor, though order lines will not be populated there until the connector is run. Note that this functionality currently only works for Ecommerce orders.
New
11868491 - Create Big Commerce Connector
BirdDog now supports the Big Commerce platform.
Better
11868779 - Add Sales Order.Ship Complete Mapping
This maps not order.ShipComplete to SLCos.ShipPartial in the Infor Syteline connector.
New
11869041 - Create 1 EDI Connector
BirdDog now supports the 1 EDI platform
Better
11872089 - Add Order Number To Order Line Import Messages In Logging And Email Reports
This enhances all imports, import from drectory jobs, and the sales order integrator in a few ways:
  • If something goes wrong on the import of an order header, and the order number was provided on the import file, the message in logging includes the order number of the order that failed to import.
  • If something goes wrong during the import of an order line, the message in logging includes the order number of the order that the user was trying to import the line to.
  • The user is also able to see this message on the email they receive when a Sales Order Import is completed.
Better
11872094 - Add File Name To The Import Job Start Message In Logging
Similar to 11872089 above. This enhances all import from directory jobs by now including the name of the CSV that was used. This is principally intended for troubleshooting purposes as it allows you to more easily identify what actually went wrong.
New
11872527 - Convert BOM Import To Latest Format And Add Directory Import
As indicated by the title, this projected updated the Bill-Of-Material import to the new format while also adding an import from directory version of that job. This was one of the reasons for the point-release.
Better
11873013 - External Number Order Import Enhancement
This project made a number of enhancements to the Service Pro Connector:
  • Schema Changes (this is one of the reasons for the point increase):
    • Order Header: Add ExternalNumber as a 250-character string field as a unique field
    • Order Line: Add ExternalNumber as a 250-character string field as a part of a unique key with Order Number
  • Sales Order Import
    • Added new import fields: Order External Number and Line External Number
    • Updated the order lookup process: If Order Number is not supplied and Order External Number is supplied, then we attempt to load an existing order with Order External Number
    • Updated the order line lookup process: (1) If Order Number or External Number is supplied and exists, Line Number is not supplied or does not exist, and Line External Number is supplied and exists then update that line; (2) If Order Number and External Number are not supplied and Line External Number is supplied, then we attempt to load an existing order line with that Line External Number but if this lookup returns more than 1 order line, we do not import the line and instead report an error
  • ServicePro Connector Changes:
    • Order Header - Sync ExternalNumber both ways
    • Order Line - Sync ExternalNumber both ways
New
11873090 - Add CheckOut Order Processing and Order Processed Events
Added two new Events:
  • CheckOut_OrderProcessing - Called when the cart to order process has begun
  • CheckOut_OrderProcessed - Called when the cart to order process has completed
Better
11873658 - Add Parent Incident Parameter To Timeslip Analysis Report
Added the ability to limit returned timesheets under a project number when using the BRAIN report.
Better
11873987 - Add Ability To Run A Filtered Set Of Connectors
This has some handy functionality and cleanup of the job editor in Enterprise for Windows.
  • The Run Connectors job runs all enabled jobs. There are scenarios where you want to run different connectors on separate schedules, so we added parameters to the Run Connector job that enables filtering by ID, Type, or Description.
  • Changed the "Error running Connector" message to "Connector account is not enabled" when the connector account is not enabled.
Better
11874311 - Add Support To BRAIN Campaigns To Create Contact Lists Without Emailing
On the BRAIN | Setup | Campaigns page, the Send Email checkbox has been added. When unchecked, the task with the email is successfully created, but no email is sent. This allows you to use the campaign system to generate an email campaign but utilize another system to deliver the email.
Better
11874494 - Add Severity Explanation To Log Viewer Page
The help icon for the severity dropdown list on the Enterprise Log View was not very helpful. Now it is.
Better
11874499 - Add Support To The Sage 100 Connector For Syncing Quotes And Converting Quotes To Orders
Prior to this enhancement, the BirdDog Software Sage 100 Connector supported 2-way sync on sales orders but ignored quotes. This enhancement adds support for downloading quotes and handling the quote-to-order process in either Sage 100 or BirdDog. With this enhancement, Sage 100 Ecommerce customers can now use the custom quote functionality that was enhanced in 11860911 above.
Better
11874503 - Enhance Enterprise For Windows Jobs List
There are several enhancements on this form:
  • Prior to this update, the Jobs list in Enterprise for Windows defaulted to showing all jobs, whether on hold or active. This changes that to automatically hide on-hold jobs which is useful if you have a significant number of on-hold jobs in your system.
  • Updated the jobs form to not have a save button but to save jobs as we add/edit/delete; previously, you had to click Save in two different spots for it to actually save and users frequently would click Save once, but not a second time and thus be confused why the job wasn't saved.
  • Added the service data parameter list to the EntWin job editor.
Better
11874504 - Enhance Maintain Queries Form In Enterprise for Windows
Added a Copy ID to Clipboard button to the Processes | Query | Maintain Queries form.
New
11874552 - Sage 100 Ship To UDF Support And Events
Connected to 11859122 above, this project improved Sage 100 connector functionality in the following ways:
  • Ship To user-defined field to BD field support (2-way). The instructions noted here will need to be followed.
  • Added a New Sales Order Line Before Save event.
  • Added Sales Order Line Before Save event.
  • Added Update Sales Order Line Before Save event.
New
11874554 - Ship-To UDF Support For Service Pro
Connected to 11859122 above, this project improved Service Pro connector functionality in the following ways:
  • Ship To user-defined field to BirdDog field support (2-way).
  • Customer user-defined field to BirdDog field support (download; we already supported the upload part.)
New
11874555 - New System Events
And the last of the projects connected to 11859122 above, this project added the Sales Order Line Before Save event system-wide.
Better
11874619 - Type-Ahead Search Ahead Enhancements
This updates all type-ahead searches to use a faster, more focused query than the standard site search. This adds the option Include in Type-Ahead Search to the Field Definition screen, which is one of the reasons for the release. Now, item type-ahead searches will search the item number, short description, web category description, and web category page title, along with any item/web category fields where Include in Type-Ahead Search is selected.
Better
11874984 - Add Ship Date to Customer Service Order/Invoice View
In Order Entry, you can set the ship date by setting the Default Promise Date to a specific day. If you set it, on the Order or Invoice, that date will show. If you do not set the Default Promise Date, the system will display ASAP on Order and Invoice.
New
11874986 - Add Project To Order Search
Our Order (or Invoice) search now looks for Customer Service | Order Entry | Additional Information | Project Code. Project Code has also been added to Order and Invoice views. Currently, the project code has to already exist and you have to create it in Macola, but we have plans to improve that in future builds.

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Reason For Point Release

This point increase (v23 to v24) was primarily caused by 11850072, the Stripe payment gateway implementation which increased a field on our credit card table, and 11872527, which converted the BOM import to the latest format which changed the import format to no longer allow multiple components on the same line. More information can be found by reviewing the appropriate information on the New Features page.

Several other schema alterations prompted this, specifically the order header and order line tables both have ExternalNumber fields added to them, and the BDFields table has the Type-Ahead Search option added.

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System Requirements for Version 24

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 - a good rule of thumb to follow for Windows versions: if Microsoft is no longer supporting it, we probably aren't either.
  • 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
  • Microsoft Windows Server 2022

ImageMagick must be installed on your web server.

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
  • Microsoft SQL Server 2022, any edition

Full-Text Search needs to be installed on your SQL Server for our software to function correctly. And as with the Windows note above, a good rule of thumb to follow for MS SQL Server versions: if Microsoft is no longer supporting it, we probably aren't either.

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Work Station Requirements

  • 2gb of RAM
  • 2GHZ or better CPU
  • High-speed internet
  • Windows 10 or later - a good rule of thumb to follow for Windows versions: if Microsoft is no longer supporting it, we're probably not either.
  • 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 the latest version of one of the following browsers:

  • MS Edge; as IE was deprecated by Microsoft, we no longer support it.
  • Mozilla Firefox (still our favorite!)
  • Apple Safari
  • Google Chrome
Web-browser Requirements for Enterprise
Our ERP system can be accessed by any device with the latest version of one of the following browsers::
  • MS Edge; as IE was deprecated by Microsoft, we no longer support it.
  • Mozilla Firefox (still our favorite!)
  • Apple Safari
  • Google Chrome

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