Release Notes Versions: 17.06.233 Through 17.06.81 Title Opening proposal from maintenance screen crashes
Description Code fix applied to correct this issue
Release 17.06.231 - TD Release
TeamDesign upgrade needs to check for old style workfile folders
The TeamUpgrade program will now alert users at the beginning of the upgrade process if there are new and old style proposal folders in the database and advise the user to contact support for help resolving the issue. This not only insures that the possible problem is taken care of before the upgrade runs but will also improve upgrade performance.
17.06.229 - TD Release
SP Richard Catalog Imports not associating to selected vendor
SP Richards catalogs are now imported correctly in TeamDesign and when an item from the SP Richards catalog is pulled onto a proposal line item the Vendor field is properly updated.
17.06.229 - TD Release
PO Reports not showing first salesperson
This issue only affected a couple of users who were on a beta release. Report is now correct.
17.06.228 - TD Release
Kidstack error in Customer Maintenance
Changed code to eliminate the Kidstack error in Customer Maintenance
17.06.227 - TD Release
Add Ship To Contact Button to Allsteel / HNI PSN PO Ship To Tab
HNI PSN Users are now able to populate the Delivery Appointment Contact Name and Phone from the Ship To Address on the Proposal (if present). When selecting the 001 ID Ship To Dealer Suffix in the PO Ship-To tab of the PSN setup screen HNI dealers can now click on the Use Proposal Contact button and pull the Delivery Appointment Contact Name and Phone from the Ship To Address on the Addressed tab of the proposal profile.
17.06.227 - TD Release
Enter Key not triggering selection dialog (double-click does) on certain systems
When you hit enter with a record highlighted the inquiry screen does pop up.
17.06.226 - TD Release
Purchase Orders do not reflect changes made in the Purchase Order tab
Comments are appearing on the purchase order and receiving ticket as well as the comment box in the purchase order screens. The revised delivery date from the purchase order tab appears on the purchase order and in the purchase order screens as well.
17.06.226 - TD Release
Vendor Detail Ledger not showing complete PO number
Purchase Order columns have been widened to accommodate longer purchase order numbers
17.06.225 - TD Release
Add A/P Invoices Button to the Ribbon
A new "A/P Invoices" button was added to the main ribbon of TeamDesign for quick access.
17.06.225 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 Disable Discount Fields when entering A/P Credits
When a credit is entered in the Vendors Invoicing screen both the Discount Amount and the Discount Due field become grayed out and inaccessible to prevent a discount being calculated for a Vendors Credit.
17.06.225 - TD Release
Allsteel / HNI PO Ship To and Drop Ship Tab Changes
Add new condition: If a drop Ship ID is used, pull address from the PO and
17.06.223 – TD Release
only display the Ship To address fields if this condition is met. The drop ship address will be display only. Otherwise, make the PO Ship To address fields inactive as for all other Ship To ID’s. 1. 2.
Change the Contact Name to Delivery Appt. Contact Name Change the Phone # to Delivery Appt. Contact Phone.
These Contact fields will only become active when a 001 temporary drop ship ID or the new Drop Ship ID (Paoli new system) is used. They will not pull from the PO. They will be manual entry Remove the Drop Ship Tab completely
Statement of Account report crashing on version 17.06.87
The Statement of Account Report was crashing on version 17.06.87
17.02.221 – TD Release
Issue with swapped columns on the Purchase Order Report
The totals for the Waiting On column and the Sell Price column were switched. When the report was running for just the totals, all of the Waiting On and Sell Price values were swapped.
17.02.221 – TD Release
Herman Miller PSN Issue with Acknowledgements
Acknowledgements were not being accepted due to invalid PO numbers, nor processed correctly, nor moved to the archive folder. This is resolved
17.02.221 – TD Release
PSN Acknowledgement Report issue with Exceptions only
Fixed the PSN acknowledgment report so selecting exceptions only will only show exceptions. The group headers now appear on all pages of the
17.02.220 – TD Release
acknowledgment reports too, not just the beginning of each new PO. Purchase Order Report
Corrected issue with the Purchase Order Report where the totals for the Waiting On column and the Sell Price column were switched.
17.06.219 - TD Release
PSN-Allsteel / HNI acknowledgement report issues
Corrected issue with the acknowledgement report not being able to just display exceptions.
17.06.219 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 Herman Miller PSN issue with acknowledgments
When downloading acknowledgements that contain PO's not generated from TeamDesign, the system will not crash. Instead, it will ignore the PO's and log the PO numbers to a file. Also made a correction to prevent the duplicated display of acknowledgements.
17.06.219 - TD Release
Allsteel and HNI Companies PSN sending wrong data in the XML
Corrected so the PO Ship To Contact Name and Phone in the Allsteel and HNI PSN is sending the information correctly
17.06.218 - TD Release
Invoice Preview Shows incorrect tax status
When invoicing a nontaxable job, the invoice preview was showing taxable but the invoice showed the correct amount
17.06.218 - TD Release
Issue with the Invoiced Commission List
Fixed the division by zero issue in invoiced commission list
17.06.218 - TD Release
Fix S P Richards Catalog Import / Stock and Price Check
Fixed the S P Richards Catalog import so a user can: 1. Import the file 2. Associate the items to your SPR Vendor 3. Add an SPR Catalog inventory line to a proposal 4. Perform an online price and stock check 5. Have the line connect to the SPR vendor on the proposal. 6. Create a SPR PO 7. Send the SPR PO via PSN 8. Retrieve the Acknowledgment When printing the Proposal Edit and Analysis the sales tax was being calculated by line item regardless of the system configuration question ‘Sales Tax/VAT Are Calculated By Line Item. This is now corrected.
17.06.218 - TD Release
When searching user security, names are not in alphabetical order
Security search – is now in alphabetical order
17.06.215 - TD Release
Printing of Summary Screen in Proposal Detail
Customers-Proposals-Maintenance-Double click a proposal-Proposal DetailClick the Red Summary Button. Print the summary out.
17.06.206 - TD Release
Proposal Edit &Analysis always printing sales tax by line item
17.06.215 - TD Release
The information for the Vendor Name box such as: LIST, SELL, COST, PROFIT, and GP% now line up under the proper column heading. Adding SIF files using the tools import external sif very slow for cloud users
For cloud users, corrected slow behavior when adding a SIF file using the Tool / Import / External SIF
17.06.206 - TD Release
Modify Ascellerate stored procedure
Add the PO number and PO date to both PL and PO tables for Ascellerate
17.06.102 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 Expanded the Salesperson number from 3 to 5 characters
Enhanced the Salesperson number to increase from 3 to 5 characters.
17.06.101 - TD Release
Haworth PSN
Added Haworth as an option for PSN. This allows for a new method to upload purchase orders to Lynx and the retrieve and upload acknowledgments.
17.06.101 - TD Release
Add Shipto Contact Name and Shipto Contact Phone to the Installation Address of the Proposal Profile
Enhanced so the Shipto Contact Name and Shipto Contact Phone to pull into the Installation address on the proposal Profile.
17.06.101 - TD Release
This information will print on the proposal with the installation address Add deleted flag to Acsellerate stored procedure
Add deleted flag to Acsellerate stored procedure
17.06.95 - TD Release
Issue when deleting attributes
Corrected so that when a user is in the line of a proposal and they select F2 to bring up the attributes and select one of the attributes to delete and replace after clicking save they no longer will get an error message.
17.06.95 - TD Release
Add AR Reference to Smart master / SmartList for Bookings and Invoice Reports
Enhanced to add AR Reference as a SmartList Option for the following reports
17.06.87 - TD Release
Bookings Report = “Purchase Order Report” Path = Vendors -> Purchase Orders -> Reports Invoicing Report = “Invoiced Commission List” Path = Customers -> Reports Add Salesperson Name to Smart master / SmartList for Bookings and Invoice Reports
Enhanced to be able to smart master / SmartList the salesperson name on the following reports:
17.06.87 - TD Release
Bookings Report = “Purchase Order Report” Path = Vendors -> Purchase Orders -> Reports Invoicing Report = “Invoiced Commission List” Path = Customers -> Reports
Error in Error handler crash
Create Fix Routine to reset attributes
Previously, only the salesperson number was an option. Fixed the issue where a user receives the following: “Error in Error handler GetADSInfo Line 43”.
Created a fix routine that will allow a user to spin through all proposal lines and determine if there are invalid attributes. If found, The invalid characters will be replaced with an X and TeamDesign will identify the lines with the issues. The user can then go into the lines and replace the X's with the correct attribute character. Go into Proposal Detail / Click on Tools / Click on Check Attributes
17.06.87 - TD Release
17.06.86 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 Add Office Specialty Division to Inscape PSN
Added Office Specialty to the Inscape Division drop down on the Order Info Tab of the Inscape Electronic Purchase Order Transmission screen.
17.06.86 - TD Release
Enlarge HMI PSN Login field to accept 100 characters
Expanded the TeamDesign Herman Miller Login field to 100 characters. System/Setup/Security/Select User/PSN Access Tab/Herman Miller Inc. Login / Password
17.06.86 - TD Release
Make the QuickFind in the Ship To table to be sortable by the Shipto Sort Name field.
The QuickFind in the Ship To table is now sortable by the Shipto sort name field.
17.06.86 - TD Release
Proposal Maintenance Screen Customer Name column will not sort ascending or descending
Changed so that when going to customers-proposals-maintenance and clicking the heading for the customer name column and sorting by ascending and descending order, the names sort correctly
17.06.86 - TD Release
Change the columns for the SPR Price File Import
Changed the column structure for the SP Richards Price File import to comply with the correct format.
17.06.86 - TD Release
Comment Lines should not have to be "ordered"
Changed so that comment Lines do not have to be on a purchase order for them to appear on an invoice.
17.06.86 - TD Release
Change the column order for the Purchase Order Reports
Create consistency in the column layouts for booking and purchase order reports.
17.06.86 - TD Release
Changed the column order for the Purchase Order Reports to be: Sell Profit Margin%
Cost
PO Report - changed PO Detail Audit Report - changed Fix routine for FM_UNIQUE issue
Created an internal routine that fixes non unique numbers for proposals that have not been invoiced.
17.06.81 - TD Release
System Security - Does not hold log in credentials
Corrected so if a user has full access to security (System/Set-up/Security Configuration) and selects any record. The user does not have to make any changes. Then the user stays in that session of TD and attempts to access security again, the system will let the user back into security.
17.06.81 - TD Release
Proposal field not populating in Debit/Credit Memo
Corrected so that when a user creates a Debit/Credit Memo and enters in an invoice to attach the Debit/Credit Memo to. If the invoice is a proposal invoice then TeamDesign will populate the proposal field or not let the user move on to the next tab until it is populated.
17.06.81 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 PSN - Inscape:
Released PSN for Inscape / West Elm / Office Specialty
17.06.81 - TD Release
Acsellerate - Backlog query issue
Backlog query now working as expected
17.06.81 - TD Release
Detail lines in proposals no longer sorting at all
In the proposal detail LINES screen if you click in the column for the item number and go up to the Tools menu and choose SORT Ascending Values, it now sorts the item numbers in ascending order.
17.06.81 - TD Release
Actual vs Estimated Costs report not calculating correctly
The actual vs. estimated report PJ0088 is now calculating the Actual Profit and the Actual GP % correctly
17.06.81 - TD Release
Issues with Actual vs. Estimated Costs, Invoiced In Full w/o Balance Report
Fixed report pj0088 template Where the DATA Column for Comm$$Owed and the CommTeam were joined together. The Record right after each Total Project, has the correct amount of space and it is no longer joined to the Total. If the Record will not be completed for the last line of the page it will do a print break and go to the next page to print.
17.06.81 - TD Release
Actual vs. Estimated Costs report average GP% wrong
Actual vs. Estimated Costs report average now show shows the correct GP%
17.06.81 - TD Release
Implemented Acsellerate stored procedure into upgrade
Implemented Acsellerate stored procedure into upgrade
17.06.81 - TD Release
Actual vs Estimated Cost report giving wrong numbers for some proposals
Corrected the template
17.06.81 - TD Release
Corrected issue with Inactive Vendors
Prevents selecting an inactive vendor for a line on the proposal.
17.06.81 - TD Release
Aged Accounts Receivable Report (AR0017), the customer number was displaying in currency format.
When you run the Aged Accounts Receivable Report, the customer number is now displaying in the correct format.
17.06.81 - TD Release
Proposal Master List Report not printing by customer name (Customers-Projects-Reports-Proposal Master List)
When the select report grouping is by customer name the report was printing by customer number and not name. Report now prints by customer name in alphabetical order (Report template pj0089).
17.06.81- TD Release
Ship To/Receiving is not updating correctly when changing ship to address on a line item
User is in a proposal detail and they change the ship to address in one of the line items. The Ship To/Receiving is now updating correctly when changing ship to address on a line item Note: if a user changes a Shipto address after a PO has already been cut, then they will not see that change in the Proposal Profile unless they re-print the PO
17.06.81 - TD Release
Release Notes Versions: 17.06.233 Through 17.06.81 Knoll PSN line item error for values greater than $1000
The line item values for Knoll would only store the first digit of a value that used commas. Thus a value of 5,1234.44 would only store a value of "5".
17.06.81 - TD Release
