Version 25

25.3

Bug Fixes - 25.3.53 - Released 9 April 2025

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

Bug Fixes - 25.3.51 - Released 6 February 2025

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

Bug Fixes - 25.3.48 - Released 31 December 2024

This build has the following bug fixes implemented:

Better

11883755 - Job Number Column Length On OE Order Header Table Mismatch

Updated the column length on this field.

Fixed

11885200 - Insufficient Security When Logging Into Web

When logging into a site, the system was returning a page telling you that you do not have sufficient security to view the page. This was broken by 11856134, which was released in 25.3.27.

Bug Fixes - 25.3.47 - Released 16 December 2024

This build has the following bug fixes implemented:

Fixed

9345657 - Canonical Link Should Be An Absolute URL

The system was rendering the page code as About-US when it should have been https://www.mysite.com/About-Us. The Home page code should have been https://www.mysite.com (canonical URL won't render the page code when the page code matches the home page code from site settings).

Better

11878070 - Add Type Ahead Search to Entity Layout

This enhancement adds type-ahead search to the Entity Search Layout (Categories41).

Better

11881301 - Enhance QuickBooks Desktop Activity Logging

Greatly enhanced the logging for QuickBooks Desktop. This allows us to more easily troubleshoot any unexpected errors or slowdowns on the connector run.

Better

11881811 - Typos In Tooltips on Customer Service

Corrected some minor typos.

Better

11882529 - Customer Service Locations Not Being Set Up Is Not Obvious

We were observing customers returning Invalid Location even though the locations were in fact valid. This was ultimately determined to be due to Site Settings | Customer Service | Locations not having been configured properly. We updated the Default Location dropdown list (and any location DDL that has the area set to customer service) to use all locations if nothing has been configured in Site Settings | Customer Service | Locations and log what happened. We also fixed the customer diplay issues for locations as well.

Better

11882603 - Item Short Description Displays Nothing

Since the early days of BirdDog, we have had a Short Description field that defaults from item descriptions 1 and 2. Historically, we defaulted this value as soon as our item object touched the record. We then used Short Description as the item's description throughout our code. This worked fine for Ecommerce customers that were maintaining the item's short description in our PIM software. However, for customers not using PIM this caused trouble because we would default short description, then they would make a change to item descriptions 1 or 2, and this change would not be reflected on any of our screens (since we were using short description which was defaulted to the original value). In 25.2, we removed the process of defaulting the value to fix this. However, we missed that this left the short description blank and many of the screens were still using that value. This update switches all of the screens that were using short description to use DescriptionCalculated which returns short description if it is set, otherwise it returns description (which is a combination of item descriptions 1 and 2).

Fixed

11882777 - BirdDog Items Table Short Description Too Short For Sage Extended Description

Back in Version 19, we added support for Extended Descriptions for Sage 100 where we increased the capacity of the Item Index table. However, we did not make corresponding adjustments to the BirdDog Items table, so it was choking when trying to combine the two. When the item description is longer than the short description and we need to default it, we will truncate the item description down to the short description length.

Fixed

11883112 - Entity Types Page Has Wrong Permissions

This page was not handling user roles correctly.

Better

11883237 - Due Dates Not Saving On Task

On Enterprise, when you set a due date on a task using BRAIN and save it, you could see the due date on the task in the project grid, but when you opened the task, there is no due date set.

Fixed

11883402 - Field Maintenance Page Has Wrong Permissions

Similitar to 11883112 above, this page was also not handling user roles correctly.

Fixed

11883601 - LTL Freight Rating Doesn't Create The Correct Number Of Packages

When shipping LTL Economy or LTL Priority, we use different logic than what we use to turn smaller orders into packages. The LTL logic was broken. After fixing this, we also updated our Freight: How It Works to expose the logic used for both kinds of shipping.

Fixed

11883653 - QuickBooks Desktop Doesn't Handle Duplicate Customer Search Names

We map customer.search name to customer.name in QuickBooks Desktop. Customer.name in QBD is unique, so if you create two customers with identical names it blew up. We resolved that by now appending a (1) to the customer in QuickBooks for the first instance. This number increments each time you add another copy ... so stop doing that.

Better

11884023 - Add Support For Loading Carts With The Request For Quote Status

We have an ongoing project to add support for the Request For Quote (RFQ) process. This enhancement adds support with loading RFQ carts into the Shopping Cart (Ecommerce) or Order Entry (Customer Service) with a link like https://www.mysite.com?CartID={CartID}.

Fixed

11884158 - Clicking On Top Link On Cat26b Page Goes To Wrong Place

When using a web page using the Categories26b (FAQ with Sections) and clicking on the Top hyperlink, instead of being taken back to the top of this page, you were taken to the website home page instead.

Fixed

11884241 - Invalid object name 'CMCURCOD_SQL'

If you have a system where Currency Manager is disabled in Company Setup and the currency master (CMCurCod_sql) does not exist, when searching on a website pointed at that database, the site was failing with an ugly and very technical-looking error.

Better

11884610 - Set All Location List Prices To The List Price Of The Default Location

This fixes a difference between how Syteline thinks by default vs how BirdDog thinks. By default, Syteline only tracks price/cost at the item level and we track it at the item/location level. Because of this, we were only updating the default item/location with the correct price/cost when downloading from Syteline. With this update, we now will update all item/locations with the item's price/cost.

Bug Fixes - 25.3.27 - Released 29 October 2024

This build has the following bug fixes implemented:

Fixed

11856134 - Authored By Link Does Not Work

If a page has an author name set, a link with the author's name shows up on the page. Clicking on that link was getting a Page Not Found error.

Better

11878713 - Add Item Support To Categories39 (Tags Layout)

When using the Categories39 layout on a page and setting tags to it on the Page Info tab, and then creating items and giving them one of the tags from the page, it did not show all of the items with matching tags. This is because this categories page was originally built only for webcategories, not items.

Fixed

11880555 - Syteline Connector Address Code Error

When the Syteline connector ran or when the checkout reached out for the next order number, the system choked on "alpha" ship-to codes, and the error stated it must be "greater than zero," which is actually not true in Syteline.

Fixed

11881337 - Remove Deprecated Tabs From Contact/User Screens

The Contact and User screens had an old "Carts" tab that didn't work. This removes it since this functionality has been replaced with Customer Service | All Customer Views | Shopping Carts.

Fixed

11881599 - Site Crash Trying to View User Profile

After having set a page to being authored by a User, when one tried to look at that user, the site crashed.

New Features

This branch has the following features implemented:

Better

11855275 - Card Authorize Needs To Support Capturing Orders That It Authorized

This project made a number of changes to the card authorization process in Enterprise for Windows.

Enable the capturing of any orders authorized by this module without requiring the Credit Card Deluxe license.
Moved the Processes | Credit Cards | Capture selected orders process to the Transactions | Invoicing menu (since it is actually part of that process.)
Turned this on for the card authorize and order entry licenses (in addition to the existing credit card deluxe license).
Rearranged the Transactions | Invoicing menu to be in better alignment with the process flow.

New

11874283 - Create Job Sequencer

There are automation scenarios where you use multiple jobs and it is important that these jobs run in a specific order. For example, you could have Customer, Item, and Sales Order import jobs running and all of this data might get uploaded at the same time. If the sales order import job runs first, then any new customers or items will cause errors. This job allows you to sequence the jobs so that they run in a specific order.

New

11877980 - Verify Sage 2024 Compatibility

Reviewed Sage 100 2024 for any compatibility issues that needed to be addressed and did not find any so all released versions of our software still supported (20.1.61 and forward to this build) fully support Sage 100 2024.

Better

11879454 - Update Customer Service Invoice View To Use Crystal Report

Made some pretty major under the hood changes to a lot of the O/E reports: several of the print buttons were using our email template functionality, and we updated it to use the Crystal Report based on the distribution form. We also added a new Print Invoice button on the Invoice Form that only shows if the order has a status of Invoiced.

New

11879607 - Create 1 EDI Connector ASN

Adds ASN (Advanced Ship Notice) support to the 1 EDI Source connector. Further adds sample files for 1 EDI Source at Web\CustomExamples\Example Files\Connectors\OneEDISource.

Better

11879647 - Update Write Freight Option Always Add To Only Add Freight If It Matches Previously Interfaced Freight Values From Today

With 25.2 in project 11879082, we updated the default value of When Selecting And Zero to include or match previously interfaced freight values from today. With 25.3, we updated the Always Add to only add when freight matches previously interfaced freight values from today.

Better

11879676 - Add Item Note Edit Button To Order Entry Edit

We already allowed item notes to be edited while creating an order in customer service, but until now, there was no way to do so when editing an order.

New

11880134 - Add Ability To Search For Sales Orders By Custom Fields

Navigating to the Customer Service | Order Search page, the system now automatically adds search criteria for any Fields created in System Management | Customer Fields and Tables | Field with the Group of Order.

Better

11880186 - Added Field Edit To Order Entry

This adds the ability to edit order header fields when adding a new sales order in customer service.

Better

11880277 - Add Customer Defaults As A Parameter To WooCommerce Events

Added new parameters to two events, CustomerDownloadGetCustomerNo and OrderDownloadGetCustomerNo. This makes them match the parameter on GuestOrderDownloadGetCustomerNo.

Better

11880326 - Increase Reference Length In Accounts Payable Tables For BirdDog Engine

Extended the Reference column to 255 characters on BirdDog engine databases for the following tables: A/P Distribution to G/L File, A/P Open Item History File, and A/R Open Item File.

New

11880563 - Add Ability To Sort Contact Bios

Added Sort Order to the Bio tab on the contact form. Categories38 will now sort by the Bio Sort Order.

Better

11880747 - Add More Properties To The Sales Order Upload

Added Site to the Syteline connector. It also adds additional mappings for the Order Header and Order Line.

Better

11880752 - Improved Syteline Customer Upload

Added more mappings to newly created customer data pushed up to Syteline.

25.2

Bug Fixes - 25.2.51 - Released 16 December 2024

This build has the following bug fixes implemented:

Fixed

11883053 - Getting Error About Qty_Invoiced Field In PO

When trying to generate a new purchase order in Enterprise, the site was crashing with an ugly error.

Fixed

11883164 - SvcPro Connector Uploads Empty Tax Schedule

When creating a new Tax Schedule in Sage 100, we sync it correctly from Sage to BirdDog, but on the upload of that new Tax Schedule to Service Pro, we were creating a Tax Schedule that contained no Tax Codes.

Fixed

11883559 - Add Support For Vendor Type On Vouchers

In Accounts Payable, Vendor Types have a bunch of default G/L accounts on them. You can see this at System Manager | Accounts Payable | Vendor Types. When creating a voucher using BirdDog, we were not setting/using these G/L accounts based upon the vendor's type and were instead using defaults from A/P setup. This was a low level voucher object bug that would affect the Voucher UI in Enterprise, Voucher Import, as well as the GraphQL mutations.

Fixed

11884065 - Discount Amount Isn't Calculating When Creating A Voucher

If a voucher has the terms 5% 10/Net 30, then the discount date should be 10 days from the invoice date, the due date should be 30 days from the invoice date, and the discount amount should be 5% of the voucher subtotal. Dates were calculating correctly, but the discount was not being set. This was a low level voucher object bug that would affect the Voucher UI in Enterprise, Voucher Import, as well as the GraphQL mutations.

Fixed

11884540 - ID Isn't Formatted Correctly When Posting Vouchers

This was a low level voucher object bug that would affect the Voucher UI in Enterprise, Voucher Import, as well as the GraphQL mutations.

Fixed

11884571 - Voucher Date Incorrect In A/P Open Item Table

The vchr_dt in the A/P Open Item File table was not matching the trx_dt. When posted, they matched but when we posted with the GraphQL tool, it was using the posted date. This was a low level voucher object bug that would affect the Voucher UI in Enterprise, Voucher Import, as well as the GraphQL mutations.

Bug Fixes - 25.2.44 - Released 29 October 2024

This build has the following bug fixes implemented:

Fixed

11876457 - Orders Downloaded From QuickBooks Desktop Should Have Send To Service Pro Checked

We were downloading orders from QuickBooks Desktop into the BirdDog DB with the SendToServicePro flag set to 0. By default, there were supposed to come down with that flag set to 1.

Better

11878789 - Support Macola ES 9.8.700

ECI released an update to Macola ES, which involved some column length changes. We fully support this version.

Better

11879554 - 1 EDI Connector Should Handle Long String Values Gracefully

This updates the 1 EDI Connector to truncate ship to name and address fields if they are longer than the ERP can handle.

Fixed

11879557 - M1 Connector Contact Email Getting Overwritten

M1 supports multiple contacts with the same email address and our software does not, so we had special code handling for that and it was causing this issue.

Better

11880083 - Add New Parameter to GraphQL Voucher Receiver

In 25.2.23, we added Voucher Support to our GraphQL functionality. This adds an optional poNo parameter to the addVoucherReceiver mutation for our GraphQL functionality to allow for paying multiple PO's receivers on a single voucher.

Fixed

11880306 - Inventory Receiving History Table Not Being Updated Correctly During Voucher Entry And Post

When posting an A/P Voucher that referenced a PO using this, we weren't updating several columns correctly in the I/M Receiving History File.

Fixed

11880327 - Spelling Error on CC Expiration Warning in Checkout

When on the checkout page in ecommerce, if you tried to use an expired card to place the order, it will (correctly) pop up a warning that the card is expired. This warning has a typo.

Fixed

11880355 - Add Item For Free Order Rule Error

When using an order rule with a coupon code trigger and add item for free result, it was not functioning properly and was also throwing an error. This fixes that.

Better

11880578 - E-Automate Dealer Gateway Reporting Customer Is Attached To User Which Could Not Be Found

This was caused by records from the BDUsers table being removed, but not deleting the corresponding customer linkage from BDUserCustomers. We updated the code to properly filter the invalid records out.

Fixed

11881085 - EOD Interface Shipping Goes Into An Error Loop Trying To Select An Order With A Lotted Item With No Lot Transaction

When the End of Day job ran Interface Shipping, if there was a lotted item on the order that doesn't have a serial/lot transaction assigned to it, it put the system into an error loop where it tries to Select the order over and over, writing an error to Logging every time it tried. It never kicked past this state and moved on. This fixes the infinite loop. The tracking number will now be manifested (written to the A/R Shipping Transaction File) but the order will not be selected (since it can't be due to missing serial/lot trx) and an error will be reported.

Fixed

11881089 - Need to Add Support for the SubTotal QB Item Type For QuickBooks Connector

QuickBooks Desktop has an item type called "SubTotal" and we were not supporting downloading this. Before this build, if an order has this item type on it, the entire order would not download to BirdDog.

Better

11881143 - Ship Tos Won't Upload To SvcPro If They Have Sage 100 AR Divisions Disabled

The Warehouse field on the Sage 100 Customer ShipTo record is blank in Sage. The new functionality introduced in 19.0 now makes ShipTos a 2-way sync with Service Pro. This was causing us to pull a default from the Service Pro side and sync that over to Sage, filling in that default value instead of leaving Warehouse blank in Sage on a Customer ShipTo.

Fixed

11881442 - Voucher Posting Doesn't Format Correctly With Alphanumeric Vendor

Alphanumeric vendor numbers were not formatting the id_no correctly.

Better

11881498 - Voucher Posting Doesn't Default All Values Correctly

The values for several fields in the A/P Open Item File and Open Item History File tables were not being populating correctly.

Better

11881662 - Adjust The Phone Number 2 Column Length on the Customer File Table To Match QuickBooks

QuickBooks Desktop allows the user to enter up to 253 characters for this table and we evidently missed updating that. This resolves that issue.

Bug Fixes - 25.2.23 - Released 26 August 2024

This build has the following bug fixes implemented:

Better

11879175 - Create Users From Customers Job Issues

Fixed some inaccurate logging for this job.

Fixed

11879426 - Spaces Break PO Search In Order History

When searching by PO in order history, if there is a space in the search input - for example, a space before the PO number or after it - the search does not return anything.

New Features

This branch has the following features implemented:

Better

9485903 - Add Site Setting To Prevent Duplicate Items In Cart

Added the functionality under Site Settings | Ecommerce | Cart | Duplicate Item Behavior. There are two options:

Add Duplicate Line - if set, adding another of the same item just adds a new line item.
Increase Quantity - if set, adding another of the same item increments the current quantity of the item.

This applies for both Customer Service and Ecommerce.

Better

11872468 - Deposits Uploaded To Sage 100 From Order With CC Terms Should Update Credit Card Deposit Amount

When we originally designed this functionality, we coded all deposits to be entered into the Cash Deposit Amount in Sage 100. Later code linked our Ecommerce credit card functionality to this, but those deposits still wrote to the Cash Deposit Amount instead of the Credit Card Deposit Amount. In addition to fixing that, this enhancement also adds a requirement that, if you are uploading credit card deposits, you must have a Payment Type of CC setup in Sage | Accounts Receivable | Setup | Payment Type Maintenance.

New

11876471 - Add Advanced Item Search

Created an Advanced Search functionality that can accessed from the normal search page. This is used for scenarios where customer needs a widget, but the site have eleventy-billion widgets, so they can narrow down their search. Currently this functionality allows you to focus your search by selecting begins with, equals or contains for item number and description, while also allowing you to limit the nubmer of returns on the page.

Better

11876803 - Extend Item Description Field On The Item Index Master Table

Extended the item description field to 850 characters to match Service Pro environments. This only applies to the BirdDog Engine when not connected to a specific ERP.

New

11876806 - Add Voucher Support To GraphQL

This adds GraphQL support for vouchers. Documentation for use can be found here.

Better

11878075 - Add RFQ Cart Status

Enhancements to the Ecommerce system under-the-hood to make it easier to create custom Request For Quote(RFQ) work flows.

Better

11878421 - Add Line Min Max Multiple Quantity Applying Event

Added a new order that event allows you to customize what happens when min/max/multiple is being applied but does not change the standard behavior of the software.

Better

11878943 - Update the Full Text Search Helper

Improved functionality of the Full Text Search Helper job to insert default records into the appropriate BirdDog table and if PIM is not licensed, we also update the short description and additional search text from the item master. This is to improve the search results when you are using Customer Service but are not licensed for Ecommerce/PIM.

New

11879082 - Updated Shipping Interface

Major enhancements to the Process End of Day job. Added "Write Freight Option" and Tracking Number Comment Template functionality. Instructions for use are on the job.

25.1

Bug Fixes - 25.1.20 - Released 26 August 2024

This build has the following bug fixes implemented:

Better

11849334 - Update Report Production To Not Update Sales Orders That Have Been Confirmed Shipped Or Greater

When dealing with a manufactured at POP item that is set to Pull (auto manufacture), the production order is created because of a back order on a sales order. When production is reported, the quantity to ship on the sales order line gets updated with that amount. This is normally awesome. However, in cases where the sales order processing gets ahead (or production order reporting is behind), the sales order could already be in process. Updating it at this time can cause all kinds of problems. As a result, we updated the report production process to ignore updating the sales order line if the sales order status is at confirm ship or later.

Fixed

11863233 - Shipping Easy Shipped Orders Aren't Selecting

This initially seemed to be an issue with the selection ShippingEasy connector, but it turned out the actual problem was that the order(s) being sent to ShippingEasy was on-hold. This fixes the ShippingEasy upload so that on-hold orders are not sent up.

Fixed

11865432 - Import Cash Reciepts Throws Duplicate Key Exception When Applying More Than One Payment To The Same Invoice

Macola Progression has a unique index on ARCshApl_sql.tm_stamp and that field only has seconds precision. This means that when using BirdDog tools like the Cash Receipts Integrator, we could get duplicate key exceptions when creating more than one entry per second - for example, if you had a $1500 invoice and you received fifteen payments of $150 apiece but were, inexplicably, using the same check or voucher number (which, admittedly, is an edge case). This fixes that issue and allows the system to handle this more gracefully.

Better

11872636 - Update The Shopify Connector To Use API Version 2024-07

Shopify only supports APIs for a year, so as of this build, we updated the BirdDog Connector Sub-System for Shopify to use the Shopify API 2024-07. In the course of this, we also had to do some connector label clarification as it appears Shopify changed a few minor things.

Better

11878557 - Order Edit Tooltips Issue

Fixed some tooltips on Order Edit.

Fixed

11874068 - Delete PO XML File When Duplicate PO Is Reported

When using the 1 EDI Source connector and a file with a PO that already existed was uploaded, the system was logging that there was a duplicate PO when connectors was run ... every. Single. Time. We've changed that functionality to log the duplicate error once, and then delete said duplicate file from the system.

Better

11877794 - Map Order Status

Improved Infor Syteline connector order mapping; if an order is on-hold in BirdDog due to exceeding the customer's credit limit, that order will be uploaded to Syteline with a status of Planned.

Better

11878590 - Brain Mattered Assigned To Field Width Set

The Assigned To column on the BRAIN Matter table of the Incident Form needed a width set to it.

Fixed

11878671 - Rep Ord No On Order View Is No Longer A Hyperlink To Work Order

Orders generated with an auto-manufactured item were showing the work order number on the Order View under Rep Ord No, but it was no longer a hyperlink to that work order. Now it's back to normal.

Bug Fixes - 25.1.7 - Released 27 June 2024

Fixed

11875194 - No Way to Place On Account Order With Stripe Payment Gateway

In 24.0.38, we implemented the Stripe payment gateway but accidentally removed the functionality to allow orders 'on account' if setup to do so in site settings. This adds that functionality back.

Fixed

11877835 - Sales Order Total Sales Discount Not Calculating Correctly

When adding a discount on a line item in BirdDog, that discount percent was not being calculated at all. Additionally, this fixes the audit user being recorded as the system user instead of the user doing the posting.

New Features

This branch has the following features implemented:

Better

11869439 - Add Creation Date Filter To Projects By Type Report

Improved our existing Projects By Type report in BRAIN.

Better

11877345 - Add Records Returned To The Display

When displaying a query from System Management | System | Queries, we now display the record count returned.

Better

11877347 - Add Support For A Comma Separated List Of Project IDs

Improved our existing Time Slip Analysis page on BRAIN. Prior to this build, you could only enter one project # (e.g. 11877347). Now it supports multiple (e.g. 11877347,11877348,11877349).

New

11877707 - Add Support For Next Customer Number On BigCommerce

Prior to this build, we only supported the following options for customers with regards to the BigCommerce connector.

Guest Customer Number
Guest Customer Number With ShipTo

We now support the more traditional Next Customer Number.

25.0

Bug Fixes - 25.0.58 - Released 26 August 2024

This build has the following bug fixes implemented:

Better

11860232 - Add Service That Can Process Sales Orders Specified By A Query

Made improvements to the Process Sales Order job including functionality and on-page documentation. There are times when you need to mass select/invoice/post a lot of orders based on very specific parameters. This allows you to do that.

Fixed

11877735 - UPS Auth Error at Checkout After Successfully Completing UPS API Auth Process

This issue was caused by clicking the save button after you get the "Authorization Complete" message on the freight account. When you clicked save, it inexplicably overwrote the new API keys with the old keys. For versions earlier than this, don't click SAVE after the Authorization Complete message is displayed.

Fixed

11878564 - Shopify Connector Referring to Unexpected Json File

Updated system file to use a newer newer systrem.text.json.dll. This was only affecting the Shopify connector if you were trying to run it manually in Enterprise for Windows.

Bug Fixes - 25.0.56 - Released 27 June 2024

This build has the following bug fixes implemented:

Fixed

10195740 - Deleting Entity Type Doesn't Delete Trigger Audit Table

When an Entity Type is deleted, the database table was (correctly) being deleted but the corresponding BDTriggerAudit table was not.

Fixed

11874968 - Price Code Showing On CustomerView Not Showing on CustomerEdit

A customer/item price code was visible when a user navigated to /CustomerService/CustomerView.aspx, but it wasn't there when the customer was edited.

Better

11877190 - Invoicing Analysis Field Boxes Weird On Mobile Chrome

The various fields on the Invoicing Analysis page were hanging over the box borders.

Fixed

11877309 - CC Number Required When Profile ID Not Supplied Parameter Name CreditCardNo Error

Entering a test credit card number on a live environment set to Test was resulting in a "Credit Ccard Number Required When Profile ID Not Supplied Parameter Name CreditCardNo" error on the checkout page.

Fixed

11877675 - Object Reference Error When Saving Item Price Code

When changing the expiration date of an expired item price code and saving it, the site throws an object reference error.

Fixed

11877892 - Sage Connector Cash Receipts Upload Settting Invoice Type Incorrectly

When we write the cash receipt to Sage 100, we are writing it as a cash payment to the account but were not applying it to the invoice that we are attempting to pay using our software.

Fixed

11877940 - Object Reference Error in Site Settings

Fixed error being reported in logging that wasn't causing any issues.

Bug Fixes - 25.0.40 - Released 4 June 2024

This build has the following bug fixes implemented:

Better

11862491 - Make Objects Record Lock Less

Exactly as advertised: low-level changes to make objects record lock less.

Better

11872844 - Update Country Help

Improved tooltip.

Fixed

11873537 - Email Templates Don't Support Nested Repeaters

Prior to this build, we did not support this functionality in our email templates. Put more simply, we did not support a "repeater inside another repeater."

Fixed

11875064 - Update Related Items To Only Send If They Are In The Master List

This corrects a problem where upsell/cross-sell items were failing to upload to E-Automate because they were not in the master list. The process now checks to see if they are in the master list before adding them as an upsell/cross-sell item.

Fixed

11875331 - QBD Connector Throws System Out of Memory Error When Downloading Accounts

In new environments using the QuickBooks connector sub-system where QuickBooks had more than 200 G/L accounts, during the initial provisioning, the system wasn't detecting the end of the download correctly and ended up stuck in an infinite loop.

Fixed

11875953 - Invoice Analysis Reports An Error If You Give It A Starting Invoice Number But Not An Ending Invoice Number

As advertised. Fixed an ugly error.

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.

Fixed

11876349 - Adjust Location Field On Alternate Address File For QuickBooks Desktop Environments

We were not correctly updating this field to its proper length in QuickBooks environments. Now we are.

Fixed

11876388 - Typo In Run Connector Message

Fixed an ugly typo in the Enterprise for Windows Run Connector message. Luckily, this typo only appeared in very specific conditions.

Better

11876694 - Terrible Error Message When Item Min/Max/Multiple Set Up Wrong

When setting the minimum quantity of an item to 1 but setting multiple quantity to 2 on item edit, the resulting error was confusing and not very helpful so we improved it.

New Features

This branch has the following features implemented:

Better

11847581 - Update Amazon SKU Mapping

This enhancement updates the Amazon connector to support mapping order download SKUs to the following, in this order, to make the system more resilient to scenarios where the SKU on Amazon does not match the item number in the ERP:

Item Number
Customer Item Number
UPC

New

11860139 - Add Service That Can Delete Orders Specified By A Query

This adds the 'Delete Sales Orders' job. Instructions for use are on the job.

New

11860908 - Create Custom Events For The Capture Credit Card Against Unpaid Invoices Process

This adds the new event OrderEvents.CreditCardCaptured

Better

11868485 - Enhance Confirm Ship Screen For Lot Numbers And Bar Codes

Two similar but slightly different enhancements:

We now validate picked items via barcode which adds real-time validation for each line/item on an order being shipped. If the quantity validated does not match the quantity to ship, then we display a fail message and don’t allow the process to continue.
Similarly, we now validate serial/lot numbers via barcode - Add real-time validation for each selected lot on a line on an order being shipped. If the lot and quantity validated don’t match the quantity to ship, then we display a fail message and do not allow the process to continue.

This project was one of the reasons for the version incrementation.

Better

11868559 - Infor Syteline - 2 Way Sync For Customers

Improved the Syteline connector sub-system with regards to customer data. Changes made on in Syteline will come down into BirdDog and vice versa. The How It Works page has been updated accordingly.

Better

11869567 - Add Support For Shop Floor Control Pull Items

We enhanced the system to handle creating the shop floor control work orders (not items) when the item was set to PULL. There were a number of improvements and fixes in this:

While we presume that the Macola Production Order tables (beginning with PP) were present in the database, there existed Shop Floor scenarios where they were not and we were not handling that gracefully.
We enhanced the system to handle creating the shop floor control items when the item was set to PULL.
We enhanced the order and invoice views to go to the correct work order type (Production Order or Shop Floor).
We added ExternalNumber to the Cart Line table, which was a reason for the version incrementation.

New

11871423 - Add More Fields To The Infor Syteline Sales Order Upload

Improved the Syteline connector sub-system in terms of the fields that can be edited and uploaded.

New

11874470 - Create Entity Search Category Layout

This creates a new page layout that allows your entity data to be searched. Note that this is not "out-of-the-box" functionality; in order to utilize a page using this layout to search your data, that page will need to customized.

New

11874728 - Update DatePicker To Use Standard HTML Date Functionality

Updated many of the date inputs to use a modern format.

Better

11874800 - Update E-Automate To Return HTTP 4XX Error On PO Price Below Contract Price

Prior to this build, our default behavior when uploading a purchase order using the E-Automate Connector and the price on that PO was higher than the customer's price, we would use this PO price. This enhances the system to use the customer's price instead.

Better

11875276 - Add Ability To Assign Default Service Pro Type By QBD Item Type

As of this build, items created in QuickBooks Desktop are automatically assigned the following Service Pro types according to how they are setup in QuickBooks:

QB: Non-Inventory Item = Inventory
QB: Other Charges = Inventory
QB: Service Item = Task

Better

11876410 - Add Project Name To Timeslip Analysis Report

Further enhancement of this report functionality. We now show the project's name in the grid.

Better

11876491 - Update The Marketing Manager Role Description

Documentation update. Improved for clarity.

Better

11876571 - Update Incident/Project Notes From 4,000 Characters To A Memo Field

Schema adjustment to our Incidents table. We increased the number of characters that could be used from 4,000 to max (which is a billion characters.) This was one of the reasons for the version increase.

New

11876576 - Add Support For CloudFlare Turnstile

This branch updates our stock RequestForInfo layout to support CloudFlare Turnstile if it is enabled in site settings under the Web tab. Cloudflare Turnstile is a smart CAPTCHA alternative that, when enabled, works without showing visitors a CAPTCHA.

Better

11877110 - Site Settings Improvements

While working on the CloudFlare Turnstile project above, we observed a need to combine several existing tabs - the Google Store and the SEO tab - under a single new tab called Website. This is where the CloudFlare credentials are plugged in.

New

11878005 - Add Credit Limit Upload To Sage 100 Customer Upload

Exactly as noted. We now upload the credit limit on a customer in Sage 100 using our connector

Reason For Point Release

This point increase (v24 to v25) was primarily caused by three projects:

11868485 - Enhance Confirm Ship Screen For Lot Numbers And Bar Codes. We made a major change to how we some under-the-hood item data for this.
11869567 - Add Support For Shop Floor Control Pull Items. We added ExternalNumber to the Cart Line table.
11876571 - Update Incident/Project Notes From 4,000 Characters To A Memo Field. Schema adjustment to our Incidents table.

System Requirements for Version 25

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.

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

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