Version 27

27.1

27.0

System Requirements for Version 27

27.1

Bug Fixes - 27.1.8 - Released 9 April 2025

This build has the following bug fixes implemented: 
Better
6920343 - Allow Editing of Shipping Method in Site Settings Not Working
When this option was unchecked in Site Settings, Ecommerce customers could still change their shipping method.
Better
11861902 - Change Feature Item Label on Item Edit
Updated label.
Fixed
11878041 - Hitting Enter On Projects Report Takes To Search
After populating data in the Reference or Notes contain field on /BRAIN/ProjectsByType.aspx and hitting Enter, instead of the filter being applied, you were instead taken to Search page.
Better
11882399 - Service Pro Customer Download Doesn't Include the Attention Field
And now, it does.
Better
11886633 - Remove Point of Sale Enabled From Site Settings Functionality
The Point of Sale functionality on the web was deprecated a long time ago; we just forgot to remove the option to turn it on in site settings.
Fixed
11888878 - Order Selection Doesn't Handle Partial Quantities For Serial/Lot
We were seeing an ugly site crash if you Selected an order that had more lotted items in the quantity to ship than were actually on hand. Now it displays a warning that you are missing serial/lot transactions and will not proceed until that is resolved.

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New Features

This branch has the following features implemented: 
Better
11863391 - Update Import Roles To Users To Latest Format
Updated Utilities | Import | Ecommerce | Roles to Users in Enterprise for Windows to latest import process and also added this import to the web software. Also renamed it to Import Roles to Contacts for accuracy.
Better
11873269 - Remove Large Image Popup From All Category Layouts
Technology marches on. We no longer use the Large Image popup, so it was removed entirely.
Better
11887310 - Add Ecommerce License To Vendor Edit Page
Updated Roles and Licensing for this page.
Better
11888798 - Add BirdDog Fields to Item/Locations
Added the Item/Location field group to Field Maintenance, then added Field Edit to the Item/Location Edit on the Item Edit | Locations popup.
New
11888874 - Add Support For Serial/Lot Transactions
On the Warehouse Management | Inventory Transactions | Enter Transactions page, if an item you are receiving or issuing is serialized or a lotted item, the system will now require a serial/lot number.
Better
11888972 - Update QBD Connector To Use Latest Accounting API
Beginning 1 August 2025, Intuit will begin deprecating for QuickBooks Desktop minor version 1-74, and all API requests to the Accounting API will use the minor version of 75. We made adjustments to our software to support this going forward.

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27.0

Bug Fixes - 27.0.29 - Released 9 April 2025

This build has the following bug fixes implemented: 
Better
11872237 - Orders Not Being Downloaded from QuickBooks and No Logging to Explain Why
Improved logging, specifically for the QuickBooks Desktop Connector
Fixed
11888253 - Mapping Is Wrong For Customer Name In Spire
The mapping for customer names from the Spire ERP to BirdDog was incorrectly set to the first line of the address instead of the actual customer name.
Better
11888563 - Download Customer Active/Inactive from Spire
Updated the Spire ERP customer download mapping:
  • If status is Prospect, then don't download the customer.
  • If status is Active, set Active to True; otherwise set Active to False.
Better
11888564 - Download Inventory Item Active/Inactive Field from Spire
Updated the Spire ERP item download mapping:
  • If status is Active in Spire, then we set our Activity Code to Active(A) and the Active flag to True.
  • If status is Inactive in Spire, then we set our Activity Code to Inactive(I) and the Active flag to False.
  • If status is On Hold in Spire, then we set our Activity Code to On Hold(H) and the Active flag to False.
This also updates the Item Object and UI to use the following rules:
  • Spire - Only allow A, I, H.
  • Other BirdDog Engine environments - Only allow A, F (Forecasted), H, I, O (Obsolete), P (Planning).
  • Macola environments - Allow any character.
Fixed
11888730 - Auto Cash Receipts License Error When Running QBD Connector
QuickBooks Desktop connector environments asking for a license that they did not need and would not run without it.

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Bug Fixes - 27.0.21 - Released 10 March 2025

This build has the following bug fixes implemented: 
Fixed
11882876 - Partial Invoicing Messing With Order Quantities In Sage
Using Sage 100, when partially invoicing an order with multiple items and running connectors, this process alters the quantity ordered on the order. Consult the Reason For Point Release for information with how to keep from overwriting data in existing environments. This is one of the reasons for the point release.
Better
11885711 - QBD Connector Overwrites QB Order Date with Current Date
Prior to this fix, we were not downloading the Sales Order Transaction Date (TxnDate) to our Order date (ord_dt) in QuickBooks Desktop. However, we were uploading it. Since we default order date to today, this was not being noticed in production environments. Consult the Reason For Point Release for information with how to keep from overwriting data in existing environments. This is one of the reasons for the point release.
Fixed
11885736 - QBD Connector Doesn't Handle Ship Tos Without A Name
A ship-to in QuickBooks Desktop with a blank code would not download because of the name broken rule.
Fixed
11885880 - QBD Connector Downloads Sales Orders That Have Been Invoiced Or Manually Closed
We were downloading invoiced/manually closed orders from QuickBooks Desktop as if they were open orders and should not have been. Now, we don't download sales orders from QBD that are marked Fully Invoiced or Manually Closed.
Fixed
11886176 - QBD Connector Performs Upload of Customers and Sales Orders Before Download
This updates customer's and sales orders to download from QuickBooks Desktop before uploading from BD. We also updated the How It Works page to include a proper order of operations which highlights the sequence in which things are downloaded.
Fixed
11887163 - QBD Connector Pushes Default Salesperson Back When Blank In QBD
First time connectors run was pushing data back to QuickBooks Desktop, overwriting blank data with BirdDog default options.
Fixed
11887330 - Invalid Project Code
We were seeing this error on Spire environments.
Better
11888015 - Incorrect Index on BDOrderLineSupport
The unique index for ExternalNumber was incorrectly created as "Ord_No", "ExternalNumber" on Spire environments. This should have been "ExternalNumber", "Ord_Type", "Ord_No", "Line_No". This is one of the reasons for the point release.
Better
11888735 - Don't Set Default Ship To On Customer When Downloading QBD
Even though QuickBooks Desktop Sales Orders appears to be using the ShipTo codes, QBD does not actually have the concept of this on Sales Orders. Because of this setting, the default ship to on a customer causes issues. This removes the mapping of Default Ship To -> Customer's Default Ship To and adds the mapping Default Ship To -> BirdDog Field Default Ship To. This also does a data conversion setting BirdDog Field Default Ship To based upon if Customer's Default Ship To is set. Consult the Reason For Point Release for information about how to clear it.

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New Features

This branch has the following features implemented: 
Better
11861681 - M1 Connector Changes Customer And Ship To Countries From USA To US
This changes the handling of country codes. We now allow NON ISO Country codes into ARCusFil_sql.Country and ARAltAdr_sql.Country. Prior to this change, we translated inbound to these properties. However, this was been giving us fits at M1 (and to a lesser degree with Sage 100) because our country values didn't match what was in the ERP. This is one of the reasons for the point release.
Better
11869083 - Add Region to the Ship To Import and Upload to Service Pro
Improvements to this import. Region is principally used for Service Pro.
Better
11869915 - Add Equipment Status to Equipment Import
This adds Status Code to the Equipment import. This is principally used for Service Pro.
Better
11870386 - Improve Sales Order Record Locking
This makes major improvements to the handling of record locking plugging some holes where record locks were created later than they should have been or cleared early than they should have been allowing concurrent processes to have data collisions. This removes the reference to the MSLLockDB for BirdDog Engine, moving the record lock table into the same database named SYRecordLocks. This is a major under-the-hood change and users should not see any difference. This is one of the reasons for the point release.
Better
11870510 - Increase Shipto.Loc
Cus_Alt_Adr_Cd.Loc is updated to match ERP length.
New
11886421 - Export Sales Orders From Quickbooks Desktop
This adds a new job service named Export Quickbooks Desktop sales orders to a json file or a CSV, depending upon how you set it up.
Better
11888212 - QuickBooks Desktop Requires Sales Orders To Have At Least One Line
Quickbooks Desktop requires sales orders to have at least on line item. Until this build, we weren't honoring that properly. Now, if you try to download an order without a line, the connector system will give you a warning that it has no lines on it.

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Reason For Point Release

This point increase (v26 to v27) was primarily caused by 6 projects:

  • 11861681 - M1 Connector Changes Customer And Ship To Countries From USA To US
  • 11870386 - Improve Sales Order Record Locking
  • 11882876 - Partial Invoicing Messing With Order Quantities In Sage. If you are already running Sage 100, you must remove GST on sales orders to force them all to come down. Note: this is only required if you do partial invoices; if you never do partial invoices, then this is not required.
  • 11885711 - QBD Connector Overwrites QB Order Date with Current Date. To keep from overwriting data, the following steps will need to be performed:
    • Run the connector until no data is moving
    • Make sure no changes occur in either system from this point forward
    • Upgrade to this version
    • Clear the GST for sales-order (this is to force all sales orders to come down again fixing the order and shipping date)
    • Run the connector and allow all sales orders to come back down
  • 11888015 - Incorrect Index on BDOrderLineSupport - Note that if you run older versions of the software against the database after this version has run, it will recreate the bad index and it will have to be dropped manually.
  • 11888735 - Don't Set Default Ship To On Customer When Downloading QBD - This currently leaves what is in Customer's Default Ship To alone. If you need to clear this information, run the following SQL query:
    • update arcusfil_sql set cus_alt_adr_cd=NULL where isnull(cus_alt_adr_cd,'')<>''

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System Requirements for Version 27

Server Requirements

Software Requirements

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

Minimum hardware required:
  • Windows 2012 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 x64 (64-bit) versions of the following:
  • Microsoft Windows Server 2012
  • Microsoft Windows Server 2016
  • Microsoft Windows Server 2019
  • Microsoft Windows Server 2022
  • Microsoft Windows Server 2025

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 number 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 still supported by Microsoft
  • Microsoft SQL Server 2014, any edition still supported by Microsoft
  • Microsoft SQL Server 2016, any edition still supported by Microsoft
  • Microsoft SQL Server 2017, any edition still supported by Microsoft
  • Microsoft SQL Server 2019, any edition still supported by Microsoft
  • Microsoft SQL Server 2022, any edition still supported by Microsoft

Certain versions, such as SQL Express, are supported but can be severely hampered by database size limits.

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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