spire business management solution · retain non-inventory records from inventory_receipts in a...

Spire Business Management Solution

Version Release Notes

2.10.3 December 19, 2018

New Features

Add CRA January 2019 Payroll table changes

Improvements and corrections

Correct Customer Revenue accounts migrate from BV, replace ‘0000’ with ‘’

Do not create a Sales Order batch while archiving Quotes

Improve the view of Deposits in Trial Post in Sales Order batch

2.10.2 July 18, 2018


Correct error when Posting an AP Payment Batch which pays an Invoice marked as On Hold

Correct negative taxable income on a small timecard for an employee with a large Other Claim

amount

Correct Foreign amount in GL Entry screen when a GL account is changed from foreign to base

and back to foreign again

Correct occasional error clicking on Expand triangle in a Production Template in Edit Inventory,

Bill of Materials tab

Correct occasional Unbalanced Transaction error while building a Production Order with sub-

assemblies

Correctly switch back to logged in User, after another user has done a Credit Override on a Sales

Order

Respect User, Sales Order, Modify Prices permission in Sales Order, Retail Price field

Correct Customer, ShipTo lookup from Sales Order when Restrict Customer by Territory has

been enabled for the user

Correct error after deleting a serialized item from POS Order with Serialize On Receipt disabled

Correct problem with some migrated Sales History Notes being linked by Invoice number

Correct error when changing the Stock UOM in Inventory Labels screen

Correctly open Sales History record in Edit Inventory, Lot Numbers tab, Trace feature, Open

Related

Correct error sorting on Discount % column in Accounts Receivable Payment Batch

Report Changes;

AP Cheque Remittance – include Vendor Credits with no reference number

Balance Sheet – add segment support to Retained Earnings and Current Earnings accounts

Customer Sales History Details – correctly list non-inventory items that contain a leading space in

the part number

Financial Statement by 12 Periods – add segment support to Retained Earnings and Current

Earnings accounts, correct subscript error when running report for end of last year

Financial Statement by Period – add segment support to Retained Earnings and Current Earnings

accounts, correct subscript error when running report for end of last year

Income Statement – add segment support to Retained Earnings and Current Earnings accounts

Trial Balance – add segment support to Retained Earnings and Current Earnings accounts

2.10.1 June 27, 2018

Remove CRA July 2018 Payroll table changes for Ontario due to government reversing decision

2.10.0 June 13, 2018

New Features

Add CRA July 2018 Payroll table changes


Correct error when Posting an AP Payment Batch which pays an Invoice marked as On Hold

Correct Report Template in GL Transaction history Print button

Report Changes;

AR Payment Receipt – Remove “EFT” from report title

Trial Balance – add segment support

2.9.8 June 5, 2018


Correctly allow a Payfirma payment to be Voided in Accounts Receivable

Correct Invoiced banner being displayed when a Sales Order did not Invoice due to invalid

Invoice date

Allow Inventory Count to be posted with Company Settings, Inventory, Post adjustments to GL

disabled

Correctly support FIFO costing during Inventory Adjustments and Transfers

Correctly copy Vendor Price UOM while copying an Inventory record

Correct error adding a Date field to second or subsequent UDF page

Correctly show only Manufactured items in the Production Order top line lookup

Correctly perform Inventory ReAllocate on Production Orders with expanded subassemblies

Ignore Customer balances of 0.00 or less when while Posting Finance Charges

Do not allow a Serial number that has been marked On Hold to be selected

Correctly display Reconcile flag after performing an Import in Account Reconciliation

Correct error entering GL module when less than 12 periods exist in Fiscal year

Database Changes

ar_applied_amt_using_transaction_date – add new Stored Procedure

Report Changes;

AP Cheque Remittance – correct blank first page when all items do not fit

AP Cheque – top – improve alignment for window envelope and top of cheque stub, preprinted

text

Cash Balance Details – Always check for History Payments even if company is Batch Posting

Cash Balance – Always check for History Payments even if company is Batch Posting

CPRS-T5018 List – correctly show all Invoice, Payments and Void Payments

Customer Statement – use new Stored Procedures to exclude the effect of postdated payments

Financial Statement by 12 Periods – correctly show Asset and Liability accounts that only have

data in a prior year

Financial Statement by Period – correctly show Asset and Liability accounts that only have data

in a prior year

Inventory Bar Code Label 5160 – print upc code if available

Payment on Account Receipt – remove Applied Credits

Purchase Order Reprint – add parameter to pass email test

Sales Order Details List – correct all columns to show values by ordered quantity

2.9.7 May 1, 2018


Correct occasional “SetDivision” error while Invoicing

Correctly respect Gain/Loss account specified in Edit Currency while posting foreign currency in

AR, AP and Revaluation transactions

Correctly present Invoice and Review button after a failed Post to a closed period

Correct error creating an Invoice batch for Closed Sales Orders

Correctly respect User permissions for Modify Price in POS

Do not present Remove Negatives banner on a Posted Inventory Count

Make GL Transaction date and Receive date the same when posting an Inventory Count

Do not allow more than one user at one time to Edit an Inventory Count batch

Do not allow Cost to be edited in Inventory Count

Correct error receiving non-inventory items on a Purchase Order

Correct date error while Invoicing from a Purchase Order without an Invoice date

Correct error posting a Job entry memo containing more than 60 characters

Correctly import Sell UOM Description in Inventory Import

Correctly import multiple UOMs records per part number with the specified prices

Do not update default UOM on Inventory Import unless specified

Improve amount of information tracked for MultipleResultsFound error in Report Runner

Retain Non-Inventory records from inventory_receipts in a temp table for Spire 3.0

purchase_order_receipts table. (Spire 2.8 and lower updates only, Spire 2.9.0 – 2.9.6 dropped

these records)

Report Changes;

Account Reconciliation – Correct GL balance to show for correct period when year has less than

12 periods. ie. Change fiscal year end has been performed

Cash Balance – improve format

Cash Balance Details – improve format and ensure details start on first page

Customer Statement – use date from credit (payment date) for ageing

Invoice Batched – Do not show Inventory Extended Description by default

Invoice Posted – Do not show Inventory Extended Description by default

Order Confirmation – Do not show Inventory Extended Description by default

Packing Slip – Do not show Inventory Extended Description by default

Pick Ticket – Do not show Inventory Extended Description by default

Post Inventory Adjustments – increase cost field width

Post Inventory Receipts – increase cost field width

Process Slip – Do not show Inventory Extended Description by default

Quote – Do not show Inventory Extended Description by default

RMA Order – Do not show Inventory Extended Description by default

Sales by Payment Method – remove fully paid Invoices from AR section

Sales Order – Do not show Inventory Extended Description by default

Ship Slip – Do not show Inventory Extended Description by default

Work Order – Do not show Inventory Extended Description by default

2.9.6 April 4, 2018

New Features

Add tooltip to Company Settings, Purchase Orders, General, Post to Accounts Payable

Add Inactive column and filter to General Ledger, Accounts List

Add prompt for transaction date when Posting Inventory Count

Add ability to adjust negative inventory to zero in Inventory Count


Allow all accounts to be selected for GL credit account in Sales Tax setup

Correct TD1 update rounding to nearest dollar

Correct overcommit error in Sales Order, Fill Order tab

Correct ability to Sort in Sales Order, Fill Order tab

Correctly check for locked period when Closing Purchase Order

Correct Sales Order returns to use average cost on inventory receipt, unless user overrides cost

Do not allow the Vendor to be changed on a partially received or re-issued Purchase Order

Remove Void Payment option in Accounts Payable and Accounts Receivable, Payment drop

down, in favour of Void button on toolbar

Correct “Cannot set parameter” while printing reports, after receiving inventory

Correctly populate parameters in Payroll, Reports tab

Correctly round FIFO costs when items are added to Production Templates

Make upgrade message consistent in Spire Desktop and Spire Tray

Database Changes

Add a record for Company Settings, Inventory, Miscellaneous, Prohibit overshipping if it does not

already exist

New Reports;

Payroll Ledger by Department – add report to Payroll, Reports tab

Report Changes;

Comparative Statement – correct Current Earnings and Retained Earnings on divisionalized

companies

Communication – remove text for selected filters at bottom of report

Deleted Sales Orders – correct report description

Disbursements Journal – report on transactions without requiring bank account flag to be set on

GL Account. Add Applied Details section when Show Details flag is set before running report

Financial Statement by 12 Periods – correct Current Earnings and Retained Earnings on

divisionalized companies

Financial Statement by Period – correct Current Earnings and Retained Earnings on divisionalized

companies

General Ledger Journal Transaction – support totals up to 9,999,999.99

Inventory Statistics – correct previous year totals, improve column headers, lighten row shading

Job Revenue and Expenses – correct report description

Historical Inventory Status – correctly calculate Sales UOM conversion to evaluate history

Material Requirements by Inventory – correct report description

Sales by Payment Method – add support for partial payments to On Account section

Trial Post Transactions – correct report description

2.9.5 March 7, 2018

New Features

Add user permission setting for View Count Variance for Inventory Count


Correct error changing accessory in Inventory multi edit

Improve error displayed when attempting to import a Price Matrix file with duplicate records

Do not Save unposted Deposits if user cancels in Sales Order Deposit screen

Make payment method screen more restrictive to avoid posting change to Accounts Receivable

Do not allow the same serial number to be selected more than once

Improve Apply behavior when Payment amount is reduced after selecting multiple records to be

paid in Accounts Payables

Allow Reference field to be used in Accounts Receivable after changing payment method with

Payment Gateway setup

Correctly set the Division on new Accounts Receivable Invoices after changing divisions with F10

Change retention of spired.log to 10

Move QPP amount from CPP field to QPP in T4 screen and report

Improve GL Posting from Payroll when batch is opened more than once

Allow alpha characters to be imported in Customer Special Code

Correct occasional error sorting a numeric field with a filter in place

Correctly store the Spire user license when changing the License information in Spire Tray

Improve Spire Server installer set folder permissions for custom reports folder

Set flag in Company, Inventory, Prohibit overshipping to unchecked in a new Spire Company

Report Changes;

Customer Sales History – correct no data to return error

Inventory Statistics – add totals section

2.9.4 February 22, 2018

New Features

Add Records of Employment (ROE) screen and Service Canada upload process to Payroll menu

Add Payroll Contact information to Company Settings, Payroll for ROE and T4 contact info

Add Permission settings to User, Manage ROEs

Add Permission setting to User, Inventory, Build Manufactured Items

Add tooltip to Edit Company, Payroll, General, Current Payroll Year, “Changing current payroll

yearend does not perform a payroll yearend”


Correct slow posting in Account Reconciliation, Create Journal entry

Correct Currency Re-Valuation on multi division General Ledger

Remember last state of Print Receipt checkbox in Accounts Receivable Payments

Correctly show Created Date/Time in local time on Inventory Adjustments List

Do not show duplicate custom reports in Edit Customer and Edit Vendor print buttons

Correctly assign temporary journal numbers while doing a Sales Order batch Trial posting so that

the Trial Posting report identifies each JS#

Correctly set Payroll Year to the current year when creating a new company database

Correct Division by zero error posting a time that nets to 0.00

Only populate ppip_insurable on Quebec timecard records

Correct error when the UOM is missing in Edit Inventory, Price and Units and UPC

Improve speed loading Inventory Count List for serialized items

Improve error handling an invalid date in AR and AP entries

Correct error after attempting to post a 0.00 AR transaction, then correct it and post again

Correct occasional over-apply condition when selecting a group of records, perform Apply and

then Un-Apply

Correctly Un-Apply records that have been Applied and Un-Applied many times

Correct error posting AR Payment without a Payment Method

Correct occasional error posting AR Finance Charges

Correct invalid tax error creating a Purchase Order in a new database

Ensure Windows default viewer is used for Inventory Images

New Reports;

Vendor Ledger Report – add new report

Report Changes;

Accounts Receivable List – changing aging to use Transaction date rather than Applied date

AP Cheque-top – correct blank cheque number

Inventory Label 2X1 – correct typo in report description

Employee Ledger Detailed – Do not hide details when employee has no benefits and deductions

Inventory Re-order – add column for last 12 month sales, subreport for Vendor Prices

Payroll Cheque-bottom – included non retained vacation pay in YTD Net Pay

Payroll Cheque-centre – included non retained vacation pay in YTD Net Pay

Payroll Cheque-centre – included non retained vacation pay in YTD Net Pay

Payroll Direct Deposit – included non retained vacation pay in YTD Net Pay

T4-14b-CRA – make Company name field larger

T4-14b-employee – make Company name field larger

T4-14b-employer – make Company name field larger

T4-Summary – make Company name field larger

2.9.3 February 7, 2018

New Features

Add ability to Modify GL Transaction while Invoicing a Sales Order (must be enabled in Edit User)

Add Inventory Count to Inventory menu for Physical Inventory Count Process

Implement General Ledger Reports tab

Add Tax Exempt (Claim Code E) flag to Employee, Amounts tab

Add Legacy Report warning when reports are run that need to be rewritten for Spire 3.0


Replace Post button with Post and Review GL for users that have permission enabled for Modify

GL in user settings

Modify GL in user settings now has separate permission for each module

Improve GL Segment management

Correct error viewing a historical transaction in GL Account, history tab drill down

Do not allow date to be edited when modifying a GL entry during posting in a module

Modify and add reports to General Ledger Reports tab

Post an Inventory Receipt record when a Sales Order inventory return is posted

Set maximum length on UPC field

Set maximum length on Cheque number field in AP Payments

Correct tab order in Edit Customer, General

Correct rounding error calculating Ontario Health amount when no Income tax is calculated on a

timecard

Correct occasional missing checkboxes in T4 Statements List

Correct MultipleResultsFound error importing Vendor Pricing records

Correct message “Unable to link closed transaction” message when not applicable when posting

a new payment or credit memo in AR

Database Changes

Changes to employees – add tax_exempt, ei_exempt

Changes to inventory – add last_count_date, last_count_qty, last_count_variance

Rename inventory_adjustments.po_number (C10) to ref_no (C20)

Changes to inventory_receipts – replace whse and part_no with inventory_id, replace receipt_no

with id, add link_guid, new_average_cost, new_onhand_qty, drop receive_user

New Reports;

Inventory Count Sheet – replace report to use Inventory Count process

Inventory Count Review – new report for Inventory Count process

Post Inventory Count – new report for Inventory Count process

Report Changes;

AP Cheque-bottom – correct blank amount when no cheque number is assigned

AP Cheque-centre – correct blank amount when no cheque number is assigned

AP Cheque-top – correct blank amount when no cheque number is assigned

AP EFT Payment Remittance – correct blank amount when no reference number is assigned

Backorder Details by Customer – verify data for changes to inventory

Balance Sheet – add EndPeriod subreport to remove ?ReportPeriod parameter, set template to

run in Financial Reports section of General Ledger, Reports tab

Comparative Statement – add EndPeriod subreport to remove ?ReportPeriod parameter, set

template to run in Financial Reports section of General Ledger, Reports tab, show subgroup

name in the subgroup header

Components Usage – verify data for changes to inventory

Customer Price Matrix – verify data for changes to inventory

Daily Fill Rate by Invoice – verify data for changes to sales_history (old change)

Employee Ledger Detailed – verify data for changes to employees, correctly set

parental_insurance variable, change Insurance column header label to "EI" or "EI + PPIP" as

applicable

Employee Ledger – verify data for changes to employees, correctly set parental_insurance

variable, change Insurance column header label to "EI" or "EI + PPIP" as applicable

Employee Ledger Summary – verify data for changes to employees

Financial Statement by 12 Periods – add EndPeriod subreport to remove ?ReportPeriod

parameter, set template to run in Financial Reports section of General Ledger, Reports tab

Financial Statement by Period – add EndPeriod subreport to remove ?ReportPeriod parameter,

set template to run in Financial Reports section of General Ledger, Reports tab

General Ledger Account Activity – improve description, correct Revenue and Expense reset when

no transactions exist in period 1 of the new year

General Ledger Journal Transaction – verify data for changes to gl_transactions (old change)

Historical Inventory Status – support changes to inventory_receipts

Income Statement – add EndPeriod subreport to remove ?ReportPeriod parameter, set template

to run in Financial Reports section of General Ledger, Reports tab

Inventory Bar Code Label 5160 – verify data for changes to inventory

Inventory Bar Label 2X1 – verify data for changes to inventory

Inventory Bar Label 5160 – verify data for changes to inventory

Inventory Re-order – verify data for changes to inventory

Inventory Statistics – verify data for changes to inventory

Invoice Batched – verify data for changes to inventory, correct page numbering, show extended

description, move horizontal line above surcharges

Invoice Posted – verify data for changes to inventory, show extended description, move

horizontal line above surcharges

Item Allocations – verify data for changes to inventory, inventory_adjustments

Item Components – verify data for changes to inventory

Inventory Status – support changes to inventory_receipts

Material Requirements by Inventory – verify data for changes to inventory

Order Confirmation – verify data for changes to inventory, correct page numbering, show

extended description, move horizontal line above surcharges

Pending Inventory Adjustments – support change to ref_no field name

Packing Slip – verify data for changes to inventory, show extended description

Payroll Cheque-Bottom – verify data for changes to employees

Payroll Cheque-Centre – verify data for changes to employees

Payroll Cheque-Top – verify data for changes to employees

Payroll Direct Deposit – verify data for changes to employees

Pending Inventory Adjustments – support changes to inventory_adjustments

Pick Ticket – verify data for changes to inventory, show extended description

Process Slip – verify data for changes to inventory, show extended description, move horizontal

line above surcharges

POS Receipt Reprint – verify data for changes to inventory

POS Receipt – verify data for changes to inventory

Post Inventory Adjustments – support changes to inventory_receipts, correct typo in description

Post Inventory Receipts – support changes to inventory_receipts

Production Build – verify data for changes to inventory

Production Order – verify data for changes to inventory

Production Template – verify data for changes to inventory

Production Trial Build – verify data for changes to inventory

Purchase Order Reprint – verify data for changes to inventory

Purchase Order – verify data for changes to inventory

Quote – verify data for changes to inventory, correct page numbering, show extended


Receipts Order Fulfillment – support changes to inventory_receipts

Receiver General by Payroll Dates – verify data for changes to employees

Requisition List – verify data for changes to inventory, correct typo in report title

RMA Order – verify data for changes to inventory, correct page numbering, show extended


Sales Order Details List – show Hold on column heading only when needed, correct Hold

background colour

Sales Order List – show Hold on column heading only when needed, correct Hold background

colour

Sales Order – verify data for changes to inventory, correct page numbering, show extended


Ship Slip – verify data for changes to inventory, correct page numbering, show extended

description

T4-14b-CRA – verify data for changes to employees, remove employee name from address

subreport

T4-14b-employee – verify data for changes to employees, remove employee name from address

subreport

T4-14b-employer – verify data for changes to employees, remove employee name from address

subreport

T4-Summary – verify data for changes to employees

Trial Balance – add EndPeriod subreport to remove ?ReportPeriod parameter, set template to

run in Financial Reports section of General Ledger, Reports tab

Word Order – verify data for changes to inventory, correct page numbering, show extended


Workers Compensation Remittance – verify data for changes to employees, improve report

description

2.8.9 February 5, 2018


Remember last state of Print Receipt checkbox in Accounts Receivable Payments

Correct error when clicking Add All Timecards if user never tabbed out of Payroll date field

Improve Spire Server logging information to troubleshoot materialized views

Improve Spire Server connecting to database after a services restart, retry if database not ready

Report Changes;

CPRS-T5018 – Show column headers even when Details are not being printed

Customer Sales History – Correctly calculate total GP%

Customer Sales History Details – Correctly calculate total GP%

Customer Statement – Order Invoices by Date, Reference, Transaction

General Ledger Account Activity – correct reset period balance to 0.00 for Revenue and Expense

accounts for the first period shown on a new fiscal year

Invoice Batched – correct page numbers when printing multiple records

Order Confirmation – correct page numbers when printing multiple records

Payment on Account B – correctly print credit card refunds

Payment on Accounts P – correctly print credit card refunds

Payment on Account Receipt – correctly print credit card refunds

POS Receipt – show unpaid balance as Outstanding in payment method section

Quote – correct page numbers when printing multiple records

Receiver General by Payroll Dates – correct calculations causing occasional odd totals on

unposted timecards, add benefits to Gross Pay, add Reversal flag

RMA Order – correct page numbers when printing multiple records

Sales Order – correct page numbers when printing multiple records

T4-14b-CRA – add status to show Amended or Cancelled

T4-14b-employee – add status to show Amended or Cancelled

T4-14b-employer – add status to show Amended or Cancelled

Work Order – correct page numbers when printing multiple records

2.8.8 January 22, 2018


Ensure T4 Summary record is cancelled when T4 cancelation request is sent to CRA

Improve setting Security for C:\ProgramData\Spire during Spire Server installation

Improve default Pay Date calculation for 26, 27, 52, & 53 pay periods

Correctly recalculate price after changing Price Factor in Edit Inventory, Price and Units tab

Correct error selecting a Control Account for a GL Journal Entry with GL integration disabled

Correct Communication subject being removed when using insert date/time

Correct parameter error printing reports during ReProcess of a Sales Order

Correct occasional nonetype error in Sales Order, Fill Order tab

Correct price margin check message Saving a Sales Order with Comments

Display both price margin check and zero price message as applicable Saving a Sales Order

Correctly maintain Serial and Lot numbers committed to Production Orders during BVEssentials

migration

Correct occasional invalid tax code error creating a Purchase Order

Correct error logging into Spire when a Trial module license has been granted

Report Changes;

Aged Accounts Receivable List – use transaction date from applied debit to credit record to

determine viability of a backdated record, rather than the applied date

General Ledger Account Activity – ensure Revenue and Expense accounts balances start at 0

when running a report from Period 1 This Year or Next Year

General Ledger Journal Transaction – remove Balance message when report is run with an

Account filter set

Historical Accounts Receivable List – renamed the original Aged Accounts Receivable List that

uses the applied date to determine visibility of records that were posted after the selected date

but backdated to before the selected date

2.8.7 January 11, 2018


Correct T4 Box 14 amount for employees that have taxable benefits

(2017 T4s for employees with taxable benefits must be deleted and regenerated)

2.8.6 January 9, 2018


Correct T4 Box 14 amount for employees that have a value in Employee, Amounts, Other Claim

Correct error when saving a large Note in AR Payment batch

Improve error message when connection to server is lost

Report Changes;

Receiver General by Payroll Dates – replace Gross Pay (Taxable) column with Gross Pay

2.8.5 January 9, 2018

New Features

Include information from T4 Other Information fields in T4s uploaded to CRA


Correct error migrating Vendor Prices with a End date that is prior to Start date

Add and populate Timecard PPIP fields for Quebec Payroll

Correct error when attempting to change the Current Year End Date to same date as Next Year

Last period date

Correct Invalid Payment Account error when posting an Accounts Receivable Payment batch

Use Inventory Current Cost in Purchasing when Vendor Cost = 0

Correct spelling for “administrator” when deleting a company in Spire Tray

Database Changes

Add timecard fields ppip_rate and ppip_employer_rate if they don’t exist

Report Changes;

Receiver General by Payroll Dates – add a separate Quebec section that adds Quebec specific

fields to the report

2.8.4 January 3, 2018

New Features

Support CPP deductions without annual exemption on Irregular timecards


Cancel entire Timecard Batch posting if one timecard errors, to correct multiple Timecards

linked to one GL Transaction and Cheque number

Correctly save an edited RSP amount in an Irregular timecard

Correct Sales Order Comment dialog to remember size and position

Correct error while creating a Sales Order batch and printing a Trial Posting report

Correctly Archive Quotes from the Sales Order List when in Batch mode

Remove orphaned records from Production Order Items and Kit Items

Correctly present Currency error while importing multi currency GL Transactions

Correctly display Location column on Inventory List after updating in Edit Inventory

Add Contains support to Job Cost, Memo filter

Improve Trigger management during a database migration during an upgrade

Improve Spire Server startup time to be available sooner for connections

Correctly update Accessory part numbers with Inventory Code Change

Report Changes;

Comparative Financial Statement – correctly reset balances for GL accounts that did not exist in

prior closed years

2.8.3 December 26, 2017

New Features

Support Electronic T4 upload to CRA

Add Toggle Active button to User List toolbar


Correct PEI Provincial Claim amount for 2018

Correct Payment total in Sales Order Deposits list

Correctly allow Cheque and Other type Payments in Sales Orders

Limit Credit Card authorization code to 20 characters

Correct ‘keys’ error in Accounts Payable, EFT Payments, Post

New Reports;

Sample Customer Address Label – Sample report to use in creating Customer labels available

from Customer List and Edit Customer Print buttons

Sample Customer Address Label-5160 – Sample report to use in creating Customer laser labels.

Not presented in any Print buttons but available in C:\Program Files (x86)\Spire\Reports on the

server

2.8.2 December 18, 2017

New Features

Support 2018 Payroll Taxes


Do not allow a user to delete themselves in Edit User

Allow an Accounts Receivable Debit to be created and applied on a Credit Memo

Improve availability status of Action buttons before they are needed in Accounts Receivable and

Accounts Payable

Correctly showed Owed amount while entering a Deposit Payment on a Sales Order

Correct {?SalesOrderID} parameter error during Next Phase on a Sales Order

Correct currency message in POS if setting a customer after an item has been added

Allow Journal entries to be posted when un-used division records exist in GL Accounts

Correct error when attempted to post a GL Journal entry dated beyond Last Period, Next Year

Correct unicode error when Reversing a GL Journal Entry and changing the dates

Remove Tax Prompt field from Customer Import Field Names List

Mark Warehouse as a Required field in Import, Inventory UPC with multi warehouse enabled

Improve error when attempting to create a duplicate price in Inventory, Vendor Prices

Correctly display tooltip in Edit User, Sales Orders, Hold Invoicing Mode

Improve message in Help, Connect to Spire Support Agent

Improve error when attempting to print a T4 without an Employee selected

Correct error when pressing tab while in colour picker screen

Correct occasional “The table ‘*’ could not be found” error while running reports

Remove Print button from GL, Allocations

Report Changes;

#10 Envelope with Return Address – correctly support temp table

#10 Envelope – correctly support temp table

POS Receipt Reprint – correctly support temp table when printing from Sales History List

Production Trial Build – correct sub-report links to show correct shortages

Receipts Order Fulfillment – remove legacy parameter

2.8.1 December 7, 2017


Correctly post Product Code to Sales Orders and Sales History records

2.8.0 December 5, 2017

New Features

Add Payfirma Credit Card Payment Gateway integration

Add ability to check for Spire program updates, download and install them in Spire Tray

Add Auto Update to Spire Desktop client if Spire Server has been updated

Save in Edit User requires an email address in User, User Info

Active users counted and compared to number of licenses owned, during Edit user

Help, License refreshes the Spire License without requiring a Spire API Service restart

Replace price warning popup on Sales Order line with a warning icon on the line, popup when

Sales Order is saved

Add information banner when posting an Invoice in AR / AP when Customer / Vendor is On Hold


Move GL Allocations setup to a tab in the General Ledger module

Correct failed Invoice posting assigning an Invoice number with incrementing Sequence number

causing a duplicate Invoice number error on the next Invoice

Correct error when using a date that is beyond Next Year last period end date in a GL entry

Correctly display transactions in Edit GL Account, Balances, View selected period

Remove old Spire licenses while adding a new one in Spire Tray

Do not stamp an Invoice number on a Sales Order that failed posting due to an Invoice date that

is beyond Next Year last period end date

Correct error when clicking Credit on some Sales History Invoices

Correct hang condition in Accounts Receivable customer chooser when using F9 and Esc

Correct error after typing invalid Customer code in Accounts Receivable

Allow Salesperson and Territory to be set in Edit Customer, Order defaults tab when Edit User,

Validate Salesperson and Validate Territory are disabled

Correct duplicate error during Copy Price Matrix records

Correct Code column in Product Code List

Allow Product Code to be removed from Edit Inventory when Validate Product Codes is enabled

Do not allow duplicate Inventory, Vendor Price records to be created

Improve error when trying to create a duplicate UOM in Edit Inventory

Allow Open Inventory to be clicked in a new Purchase Order not yet saved

Correct occasional error in Production Orders when last line is a non-inventory item

Correct error in Save Timecard batch when an Employee Timecard already exists for the period

Change Spire API Service to run with “Local Service” permissions rather than “Local System”

Allow Buyer field to be 60 characters in Import Vendor

Add support for multicurrency in GL Transaction Import

Correct Sales Order Import to support part numbers longer than 24 characters

Database Changes

Drop production_template_items.user_cost_flag field which is no longer used

Add database integrity rule to disallow duplicate vendor_pricing_records

Add ar_transactions.last_four to store credit card number last four characters

Add customers.provider_id field for Payment Gateway use

Add sales_order_payments.last_four to store credit card number last four characters

New Reports;

AP Cheque-bottom – add new report sub-stub-cheque

Components Usage – add new report to show which Production Templates, Kits and Production

Templates use the selected item

Historical Inventory Status – add new report to show Inventory status as of a historical date

Payroll Cheque-bottom – add new report stub-stub-cheque

Sample Vendor Address Label – add new report

Report Changes;

All edited reports have a formula called @_change_log with comments of what was changed

#10 Envelope with Return Address – verify database for change in customers table

#10 Envelope – verify database for change in customers table

AP Cheque-top – print none or all details

AP Cheque-centre – print none or all details

AP Cheque Remittance – all details

Backorder Details by Customer – verify database for change in customers table

Batch Journal Reprint – verify database for change in customers table

Batch Journal – verify database for change in customers table

Cash Balance – remove trailing space from filename, perform database verify, improve report

description

Cash Balance Details – remove trailing space from filename, perform database verify, improve

report description

Customer Activity – verify database for change in customers table

Customer Payments List – verify database for change in customers table

Customer Price Matrix – verify database for change in customers table

Daily Fill Rate by Invoice – verify database for change in customers table

Equipment Information – verify database for change in customers table

Equipment Service History – verify database for change in customers table

Financial Statement by 12 periods – correct error when running report for a last year period

Financial Statement by period – correct error when running report for a last year period

General Ledger Journal Transaction – verify database for change in addresses table

Inventory Count sheet – correct spelling error in report description

Invoice Batched – update payment descriptions, correct company address overlay, change sales

tax description to use short name

Invoice Posted – update payment descriptions, correct company address overlay, change sales

tax description to use short name

Item Allocations – verify database for change in customers table

Item Components – verify database for change in customers table

Order Confirmation – update payment descriptions, correct company address overlay, change

sales tax description to use short name

Packing Slip – correct company address overlay, change sales tax description to use short name

Pending Receipts – verify database for change in customers table

Pick Ticket - correct company address overlay, change sales tax description to use short name

Payment on Account B – update payment descriptions

Payment on Account P – update payment descriptions

POS Receipt Reprint – update payment descriptions, change sales tax description to use short

name

POS Receipt – update payment descriptions, change sales tax description to use short name

Process Slip – update payment descriptions, correct company address overlay, change sales tax

description to use short name

Production Build – verify database for change in customers table

Production Order – verify database for change in customers table

Production Schedule – verify database for change in customers table

Production Template – verify database for dropped field

Quote – correct company address overlay, change sales tax description to use short name

Requisition List – verify database for change in customers table

RMA Order – update payment descriptions, correct company address overlay, change sales tax


Sales and Taxes – widened total for subtotal column

Sales and Taxes 4 – widened total for subtotal column

Sales Order – update payment descriptions, correct company address overlay, change sales tax


Sales Order Details List – verify database for change in addresses table

Ship Slip – correct company address overlay, change sales tax description to use short name

Work Order – update payment descriptions, correct company address overlay, change sales tax


2.7.16 January 11, 2018


Correct T4 Box 14 amount for employees that have taxable benefits

2.7.15 January 10, 2018


Correct T4 Box 14 amount for employees that have a value in Employee, Amounts, Other Claim

Remove orphaned records from Production Order Items and Kit Items

2.7.14 December 14, 2017

New Features

Support 2018 Payroll Taxes

2.7.13 Not Released


Correct Sales Order Import to support part numbers longer than 24 characters

Correct error when using a date beyond last period, next year when posting a GL Journal entry

2.7.12 Nov 16, 2017


Correctly populate Sales Order weight field as assigned to Sell UOM

Correctly show backorder message while adding items via the Scan process in Sales Orders

Correct error attempting to delete the bottom empty row in Edit Inventory, UOM list

Correct tab order in Edit Sales Department

Correct the available of Add and Edit buttons in Inventory, Price Matrix tab while adding a new

Inventory item

Correctly display tooltips in Edit User settings

Remove obsolete Payments GL Accounts from the Default Chart of Accounts when setting up a

new company

Add Save and new button to GL Accounts

Properly close Purchase Order screen when attempting to Close a Purchase Order that has an

Inactive Inventory item on it

Improve Inventory Import to correctly support Default Inventory UOM and allow Purchase/Sell

UOMs to be optional

2.7.11 Nov 8, 2017


Correct parameter error when Receiving a Purchase Order, Invoicing, Closing and Printing a Post

Inventory Receipts reports all in one sequence

Improve rounding behavior when Receiving and Invoicing a foreign Purchase Order at once

Allow Price Matrix Reason to be populated adhoc without using lookup list

Respect settings to allow Customer Salesperson and Territory, Sales Order Salesperson and

Territory to be populated without validation

Allow Sales Departments with more than 3 characters in Code to be imported

Add Address Type column and Filter to Customer, Addresses List

Create a currency record automatically if one does not exist while enabling multi-currency in

Edit Company

Correctly send email when Send To Address name is Lastname, Firstname with one comma

Expose all text in SMTP email server error messages

Correct prompt for Revision when printing a Production Template with no changes

2.7.10 Nov 1, 2017


Correct Division error creating a Payroll Department

Add currency column in Inventory, Vendor Prices

Limit field lengths in Inventory, Prices and Units, Edit UOM

Correctly reset ?CustomerNoList parameter in Accounts Receivable, Reports, Accounts

Receivable Ledger when Customer No is cleared

2.7.9 Oct 12, 2017


Correct error selecting a Sales Order contact

Report Changes;

Inventory UPC List – add UOM column

2.7.8 Oct 11, 2017

New Features

Add Open Inventory button to Purchase Order screen


Remove currency label in Accounts Payable screen when multi currency is not enabled

Correctly show transactions when double clicking on a Period on GL Account, Balances

Correct delay issue filling Sales Order, Contact fields

Support duplicate reference number warning when creating an AP Vendor Credit entry

Add job cost columns to Purchase History

Default Job Cost detail date to the same as the transaction date

Correct Reference field display on Job Cost List

Correct occasional codec error on Spire login with some Windows language packs installed

Correct payrollDepartment error in Company Settings, Employees

Correctly transfer foreign costs to Purchasing with Requisitions from a foreign Sales Order

New Reports;

Inventory UPC List – add new report to Inventory List Print

Report Changes;

Accounts Payable List – improve detail section alignment

Accounts Receivable List – improve detail section alignment

General Ledger Account Activity – suppress date range print if no Transaction date filter in use

Inventory Status – add FIFO section

POS Receipt – show change given for cash payments

POS Receipt Reprint – show change given for cash payments

Purchase Order – correct Vendor name when multiple Purchase Orders are printed at one time

2.7.7 Sept 27, 2017

New Features

Add Created and Modified date columns to Price Matrix List

Add fields for Print CPRS, CPRS Type and CPRS Number to Vendor Import

Add User setting for Inventory, Edit Components for users without Production Orders

Functional Changes

Change indicator colours in Production Order and Components tab to use Remaining quantity

rather than Required quantity

Remove Notes label to make Communications label consistent

Remove ability to Save Default Filters on a List that has been displayed from a lookup icon


Correct ‘deque mutated’ error in Sales Order

Correct post Sales Order with a deposit and balance being paid On Account

Correctly release Serial number when cancelling a POS Order containing a serialized item

Recalculate Sales Order Unit Price when Extended Price is changed

Correct ‘cust_no’ error in Accounts Payable Reports tab, Accounts Payable List reports

Correct error populating Location field in Edit Inventory

Do not update Sell Price while assuming 0% margin when clicking in Edit Inventory, Prices &

Units tab

Correct error when deleting multiple companies in Spire Tray

Respect special characters in Spire Tray database password

Correct occasional error when clicking Edit or Open Related on some Alerts

Correctly show Customer and Vendor User Defined Notes field with yellow background

Correct next sequence number error when adding a new Sales Department

Database Changes

Correct sequence number for Sales Departments

Report Changes

Customer Statement – remove records dated after selected date

Inventory Bar Code Label – force blank labels to print first

Inventory Label 5160 – force blank labels to print first

2.7.6 Sept 13, 2017

New Features

Add lookup for Inventory, Sales Department Filter

Functional Changes;

Improvements and corrections;

Correct delay selecting a Phase on an Order

Correctly populate the allocated Lot numbers on a Sales Order created by a Sales History

Invoice, Credit

Allow Right Click – Paste in POS customer code field

Correctly display subcomponent extended cost on Production Templates

Do not allow a Salesperson to be added without a code

Correct Internal Server error when deleting several companies in a row, in Spire Tray

Improve “Enable Error Collection” explanation in Spire installer

Improve time collecting data for Customer Statement report

Report Changes;

Customer Statement – optimize report to run stored procedure for each customer

Customer Statement – Detailed – remove deprecated report replaced by “Customer Statement”

Customer Statement – Detailed Single – remove deprecated report replaced by “Customer

Statement”

Customer Statement - Single – remove deprecated report replaced by “Customer Statement”

2.7.5 Sept 6, 2017

Ensure that next Invoice Number sequence is incremented if an Invoice number is assigned to a

Sales Order

Add Email support to Accounts Receivable template in AR, Reports tab

Correctly populate parameters in Inventory, Reports tab

Ensure Phase Code is always uppercase

Improve “Unable to reload record” error message in POS, Invoice/Tender

Note: Database changes to the following tables;

phases – make phase_id uppercase

phase_history – make phase_id uppercase

production_history_items – make phase_id uppercase

production_history – make phase_id uppercase

production_order_items – make phase_id uppercase

production_orders – make phase_id uppercase

purchase_history – make phase_id uppercase

purchase_orders – make phase_id uppercase

sales_history – make phase_id

sales_history – add customer_id to materialized view

sales_orders – make phase_id uppercase

Report Changes;

Customer Payment List – correct report when run for one customer code

Invoice Batched – correct new page setting on each Sales Order number

2.7.4 Beta Release only

Force phase code to be uppercase in Add Phase

Correctly prohibit the sale of a UOM in Sales Orders if it is disabled in Edit Inventory

Show negative Sales Order and Purchase Order totals in red text

Add browse button to Non Inventory dialog on a Sales Order line

Correct error when highlighting several Sales Orders and clicking Invoice on the Sales Order List

Correct error when clicking top Print button when in Edit Customer, Sales tab

Correctly Save Inventory after using a right-click paste in Extended Description

Improve label alignment for Inventory quantity fields in Edit Inventory

Allow columns to be sorted in Edit Inventory, Lot numbers tab, Trace screen

Improve tab order in Email dialog

Correct auto complete for Product Code and Salesperson fields

Limit Vendor number to 25 characters in Purchase Order

Do not allow Production History records to be edited

Correct search for License field in Equipment screen

Report Changes;

Purchase Order – correct subreport links for Inventory Communication

2.7.3 Beta Release only (includes 2.6.16, 2.6.17, 2.6.18 changes)

Correct error changing Payables GL Account when adding a new Vendor

Correctly set Customer Price Level in Sales Order, Info tab

Correct error changing Inventory Sales Department with Inventory multi-edit

Report Changes;

Cash Balance – add Location to report, hide payment sub-reports based on posting mode, link

history records by payment date

Cash Balance Details – add Location to report, hide payment sub-reports based on posting mode,

link history records by payment date

Customer Payments – correct selection criteria to select by customer.id

2.7.2 August 16, 2017 (includes 2.6.15 changes)

Move inventory_pricing data into inventory_uoms

Correct error when editing UOM record while adding a new Inventory record

Restore PurchaseOrderID and PurchaseOrderNoList parameters to Purchases, Items, Reports

Correctly post 1 cent Vendor Invoice difference to Inventory Variance as needed

Ensure all triggers are disabled before running a database migration

Add Quantity column to Production Template List

Correct error when creating a new Promotion record without entering a Promo Code

Allow MSSQL databases to be used in sub-reports of a Spire report

Correct error clicking Print in GL Accounts, History on some periods

Check for Postgres when starting the Spire API Server service

Correctly populate ?SalesOrderID parameter when printing reports from the Sales Order Process

button

Correctly change ShipTo address in a Sales Orders when the user manually types the information


inventory_pricing – remove table

inventory_uoms – add columns sell_prices, break_qty, use_price_factor, price_factor,

inventory_id

Report Changes;

Inventory Bar Code Label 5160 – update for moved pricing fields

Inventory Count Sheet – update for moved pricing fields

Inventory Label 2X1 – update for moved pricing fields

Inventory Label 5160 – update for moved pricing fields

Invoice Batched – add ?OrderNoList parameter for email checking

2.7.1 June 18, 2017

Drop temp_views before matview migration

2.7.0 June 13, 2017

Improve Inventory materialized view refresh, to make all processes that update Inventory much

faster, ie. Sales Orders, POS, Purchase Orders, Adjust Inventory, Import Inventory, Edit Inventory


inventory materialized view – rebuild with new schema

2.6.18 August 24, 2017

Correct post BillTo address to Sales History while invoicing

2.6.17 August 23, 2017

Correct ShipTo address tab refresh when ShipToID is set on Sales Order

Correctly save manually entered Shipto address in Sales Order

Correctly populate Sales Order, Sales History tab before saving a Sales Order

2.6.16 August 18, 2017

Correct Sales Order auto complete display when changing warehouse on the line

2.6.15 August 16, 2017

Correct error clicking Print on Invoice Batch List

Correct error on License number lookup in Equipment tab

Include new UPC codes in Search results on Inventory List

Restore support for ?OrderNoList parameter when printing from Sales Order module


inventory fulltext index – correct trigger for new UPC codes

2.6.14 August 9, 2017

Correct GL posting of a Received Purchase Order and Vendor Invoice in foreign currency

Ensure that other Divisions can not be posted to after Divisionalized GL has been disabled

Use Monthly Exchange rate to calculate initial costs on a foreign Sales Order line

Default Deposit amount on a Sales Order with a Total value

Correct customer filter in Sales Order, Sales History tab

Correctly filter warehouse when performing lookup from a Sales Order line

Correct occasional C/C++ error press F12 with multiple Lists open

Report Changes;

AP Cheque - centre – add VendorNoList parameter to allow email of report

AP Cheque – top – add VendorNoList parameter to allow email of report

AP Cheque Remittance – add VendorNoList parameter to allow email of report

AP EFT Payment Remittance – add VendorNoList parameter to allow email of report

General Ledger Account Activity Report – improve reset to 0.00 for Revenue and Expense

accounts for when Fiscal Year change in the date range selected for the report

2.6.13 August 3, 2017

Correct “GetShippingAddress” error editing some Sales Orders

2.6.12 August 2, 2017

Add % fields next to Current and Standard Cost fields and allow them to be edited causing a

Price change in Edit Inventory

Add Period labels in General Ledger, GL Account, Balances tab

Correctly save Image path when using Inventory multi-edit

Correct error adding Sales Department to a new Inventory item

Correct error when an invalid GL account exists in Company Settings, Special Accounts

Correct “unknown parameter” message when emailing reports with some templates

Do not calculate default payment amount when adding a Deposit to a Sales Order with a 0 total

Include negative payments in Sales Order, Deposits list

Remove prompt to Save while tabbing through Sales Order details with non-inventory items

Correctly refresh Phases tab while advancing the Phase from inside the Order

Correct occasional WindowsStatePreserver error closing payment method screen

Refresh Remaining quantity on Production Order List after a partial Build completes

Ensure additional users opening a Production Order are in Read Only mode

Improve Discount calculation in Accounts Payable Batch

Correct on screen Balance display for Vendors (in AP) and Customers (in AR) when future dated

Invoices exist

Re-add “is between” mode to Sales History, Invoice number filter

Add Original Quote number column to Sales History List

Add GL Accounts numbers to Sales History, Invoice view

Correctly refresh Receive qty on Purchase Order Main tab, when changed in Receive Order tab

Allow lines to be edited on an Un-Issued Purchase Order regardless of warehouse value

Correct program close after typing an invalid part number in Inventory Adjustments

Correct “Out of memory” error running Customer Statements on large databases

Allow non Postgres tables to be added to Report, sub-reports


sales_history materialized view – add column for original quote number

sales_history_payments – add change column

sales_order_payments – add change column

sales_order_payment_archives – add change column

Report Changes;

Customer Transaction Activity – increase right margin on report

General Ledger Account Activity Report – correct No reports selected retuned any results

message

2.6.11 July 26, 2017

Add finance charge date field to Accounts Receivable Finance Charges

Add Sales Department Edit screen to allow a Department description, and allow Department

codes to be edited with alpha numeric codes, show GL Account descriptions

Improve auto complete list behaviour

Correct error when adding a deposit to a Sales Order with previous invalid records

Correct error entering a ShipToID on a Sales Order before entering a Customer Code

Correctly respect pasted part numbers on Sales Order and Purchase Order lines

Improve Payment method icon size in Payment screen

Add Interac icon to Payment methods

Allow Purchase Orders from previous years to be closed, use current logon date for any

transactions created by Close function

Correct error deleting an unused warehouse record

Allow warehouse 00 to be deleted it has not been used

Correct error deleting Inventory Unit of Measure record

Do not allow Trace button to be clicked in Edit Inventory, Lot tab without selecting a Lot number

Improve Lot Trace to include Production Orders

Use Purchase Order rounding algorithms with autopost off


sales_departments – add columns for code and description

inventory materialized view – replace sales department id with code

Report Changes;

General Ledger Account Activity – reset Revenue and Expense account balances to 0.00 when

report start date is period 1 this year or period 1 next year

2.6.10 July 19, 2017

Correct Exchange rate getting recalculated on every line of a GL Journal entry

Correct erratic behavior moving columns in GL Journal entry screen

Remove the ability to add a Default Filter in GL Account, Balances, Transaction List

Do not assign an Invoice number to a Sales Order if the Invoicing pops an error (this was causing

duplicate Invoice number error on the next Sales Order being Invoiced)

Correctly show all ShipTo address in Sales Order ShipTo lookup even if a default Ship To

addresses exists on the Order

Correct Hang condition when forcing an invalid ShipTo address on a Sales Order

Correct occasional error adding another Deposit to a Sales Order

Correct error removing Required date from a Sales Order

Correct extra Save request on Sales Orders

Correct Ship Quantity being changed on a Sales Order line when adding a UOM value to a non-

Inventory item

Correct switched Freight and Duty % fields in Edit Inventory

Correct occasional “MultipleResultsFound” error when manually typing a unit number in Sales

Order, Equipment tab

Correct error in POS when using a Customer Code with embedded spaces

Do not allow a posting to On Account to happen in POS if customer is set to No Credit

Refresh components lines in Inventory Components screen as quantity of top line is changed

Check for valid data in Warehouse, Customer and Vendor while importing Price Matrix

Correct error in Inventory Import, Hold flag field

Correct occasional List Index error adding an Invoice to a Purchase Order

Improve GL balancing in Close Purchase Order posting

Correctly save Purchase Order Status when put On Hold

Correct duplicate attachments in during Purchase Order Email

Correct attachment name during Purchase Order Email

Correct second price column being added too soon when adding a UOM in Edit Inventory

Correct text in validation error when adding a GL GL Segment without setting the Segment

value, in Company settings

Add ability to Filter “not one of” on GL Segments

Add lookup to Customer Type field in Price Matrix screen

Improve speed checkmarking rows in Company Setting, Report security

Do not allow Default warehouse to be deleted

Do not allow an AP entry for an InActive Vendor, must be made Active

Do not allow an AR entry for an InActive Customer, must be made Active

Do not require serial numbers while building a Production Order if Serialize on Receipt is

disabled

Force a Microsoft “Automatic Root Certificates Update” when Spire Server has a SSL error

contacting the License server


sales_history_payments – add column for payment_date

vendors – reset null values to default values for account_no, reference, ven_1099, use_remit_to

columns

Report Changes;

Payment on Account Receipt – add missing ?CustomerNoList parameter

2.6.9 July 12, 2017

Correct memo field in GL Transactions

Correct occasional error after BackOrder is created

Do not allow Previous Sales Order Deposits to be edited

Correctly remember Sales Order Expanded view after Compact view has been used

Correctly remember state of Sales Order, totals by Ordered Qty button

Remove Hold checkbox from Sales Order, ShipTo address tab

Correct error when typing a Customer Code while adding an Accounts receivable entry

Correct error when make period end dates blank in Company Settings, General Ledger, Fiscal

Periods, Historical

Correctly support 13 periods during the GL Reposting after doing a Fiscal Period change in

Company Settings

Show Inventory Communications tab red if Notes exist for the part number

Correctly show Email addresses when emailing Cheque Reports

Correctly save User setting, Restrict Location

Correct error in Communications filter by date

Correctly convert date/time for Communications, Created and Modified times from UTC

Correct error adding a new Payroll Department

Do not allow duplicate Payroll schedules to be added

Correct error importing Inventory Adjustments when import file contains empty records

Restore + (Add) button to Inventory UOM List


payroll_schedules – remove duplicates and add unique constraint

2.6.8 July 5, 2017

Correctly set a Shipped Order back to Deposit if a Deposit is taken on it

Correctly Transfer unused Deposits to Backorder Sales Order

Allow Deposit to be reversed with a negative Deposit

Allow Sales Order Ship button to be enabled without Process button

Correct divide by 0 error posting a no charge Sales Order to a Job

Allow Repeat value to be set immediately when creating a Standing Order

Correct behavior using Save and Create New in Communications

Correct error selling a Kit with a Serialized item, as an Accessory

Remove User requirement for Add Inventory for POS Returns

Correctly show Contact Email address in Sales History

Put initial focus in Date field when entering a new AP Invoice

Correctly show decimals in Accounts Payable, Year to Date values

Correct error clicking Print in Customer, Price Matrix tab

Improve check for to and from warehouse being the same in Inventory Transfer

Correctly update Inventory Receipts FIFO values when using Inventory Adjustments

Correctly show exchange rate when adding a Foreign currency GL transaction with multiple lines

Correct error during Recurring Entry Alert when a blank entry exists

Correct subtotals in Sales Order, Fill Orders tab when using Totals by Order Qty

Correct subtotals in Purchase Order, Receive Orders tab when using Totals by Receiving Qty

Improve balancing on GL posting during Purchase Order receipts

Correct error Closing a PO with a non-inventory items where the part number has been added

to Inventory as a Serialized item

Correctly respect change of Quantity in Inventory Labels when the user does not tab off the field

Correctly import Reference for Customers and Vendors

Correct occasional missing last day of month on calendar lookup

Correctly refresh Timecard values when deleting a Pay line

Correct occasional error in Supplemental Timecards

Report Changes;

Post Inventory Receipts – correctly use ?ReceiptID parameter

Receipts Order Fulfillment – correctly use ?ReceiptID parameter

2.6.7 June 28, 2017

Correctly post Invoices that have a prior Deposit

Improve intermittent Spire silent close behavior

Correct problem resetting some Sales Order fields when tabbing past a blank ShipTo field

Allow Purchase Order Invoice button to be active even if the expected Invoice amount is 0.00

Correct Extended Amount when using Totals by Receiving Quantity in a Purchase Order

Correct error in Vendor Code change

Do not allow UOM code to be more than 10 characters

Allow Control accounts for AP and AR to be set to segmented accounts in Special Accounts

Restore ability to set install location in Spire Desktop Installer

2.6.6 June 21, 2017

Improve reliably of Notification Ribbon when double clicking on a Closed Sales Order to allow

Re-Open

Improve reliability of editing Ship quantities in Processed Sales Orders

Correctly respect Customer Default warehouse adding a Sales Order, if enabled in Company

settings

Improve speed on Sales Order and Sales History List Print

Correctly display ShipToID in Sales History List

Correct error adding an Email address to a new Customer record

Do not change quantity when Toggling Sub-assemblies in a Production Order

Correct error when a user opens a Production Order that is currently in use by another user

Correct error when creating a Recurring entry from a current Journal entry

Correct error Copy Division in Company Settings

Correctly respect expired UDF license

Correctly set return bank info for Accounts Payable EFT

Correct UOM error adding a new Inventory item when bad data exists in UOM table

Correct Inventory Transfer for Lot numbers that have auto consume enabled

Improve Receive All behavior in Purchase Order when a line is highlighted

Correct crash when adding a non-inventory item to a Purchase Order

Report Changes;

Payroll Direct Deposit – change report to convert null values to default to correct the skipping of

some employees

Receipt Order Fulfillment – correct parameter popup

2.6.5 June 14, 2017

July 2017 Payroll table updates

Notes for Prince Edward Island

http://www.cra-arc.gc.ca/E/pub/tg/t4127-jul/t4127-jul-17e.html

The Prince Edward Island budget, tabled on April 7, 2017, announced that effective January 1, 2017, the

province will increase the basic personal amount to $8,160 from $8,000. Since $8,000 has been used for

employees for the first six months of this year, a basic personal amount of $8,320 will be applied for the

remaining six months commencing with the first payroll in July.

Employee TD1 amounts will need to be manually changed to the $8,320 on July 1 in order to realize this

change, and manually changed to $8,160 on January 1, 2018.

Notes for Saskatchewan

Personal Tax rates

Effective July 1, 2017, the personal tax rates of 11%, 13% and 15% will be changed to 10.5%, 12.5%, and

14.5% respectively.

Correct error changing Debit / Credit flag in Edit General Ledger Account

Show segment separator in Copy GL Account

Correctly balance display in GL Transaction for Currency ReValuation

Refresh Inventory List, Location column after it has been changed in Inventory Edit

Correct error in Inventory Code change

Correct segment error while migrating some databases

Correct error and limit length of code for Saved Comments for Sales Orders

Correct Field label error in Sales Orders when some Equipment fields are not labeled

Correctly save Production Order date after editing

Correct error when building a Production Order for a serialized/lot numbered item when Scrap

is enabled

Correct delay after clicking Print on Purchase List

Correct error when scanning UPC in Sales Order, Fill Order tab

Allow AP Cheques to be emailed

Allow General Ledger reports to be emailed

Changes Sales History Order number filter to support contains so that partial Sales Order

numbers can be used

Allow other data connections in Crystal Reports


matviews.inventory – add refresh trigger (will not affect reports)

Report Changes;

Accrued Payables Summary – add PurchaseOrderID parameter to allow email

Backorder Details by Customer – add SalesOrderID parameter to allow email

Deleted Sales Orders – add SalesOrderID parameter to allow email

Financial Statement by 12 Periods – check previous year periods for values before hiding account

Financial Statement by Period – check previous year periods for values before hiding account

Payroll Cheque-Centre – remove YTD deductions from YTD Net Pay

Payroll Cheque-Top – remove YTD deductions from YTD Net Pay

Payroll Direct Deposit – remove YTD deductions from YTD Net Pay

Purchase Order Details – add PurchaseOrderID parameter to allow email

Purchase Order Summary – add PurchaseOrderID parameter to allow email

Sales Order Details List – add SalesOrderID parameter to allow email

Sales Order List – add SalesOrderID parameter to allow email

2.6.4 June 7, 2017

Correct Customer multi-edit when selected customers do not have a valid tax setup

Correct error adding a Segment in Company Settings, General Ledger

Correct NULLL payment error upgrading to Spire 2.6

Correct error in Edit User when customer has no Payroll license

Correct error creating a new company in Spire Tray

Correct error creating an Accounts Payable batch with unexpected discount values

Allow user to select a Control Account in GL Transaction if GL integration is Disabled in Company

Settings, General Ledger


sales_order_payments – correct old BV layaway payment records with Null values

Report Changes;

Accrued Payables Summary – correct subreport links to remove parameter popup

Customer Statement – support print selected

Customer Statement Detailed – support print selected

2.6.3 May 29, 2017

Add user parameters to Inventory, Reports tab for reports use

Do not allow a Control Account to be manually typed in a GL Transaction

Remove erroneous Cost and GL columns from Sales Order Items List

Do not show warehouse on Sales Order line if company is not multi warehouse

Improve Payment screen for POS transactions

Correct error when adding a new user without setting a Default warehouse

Correct attribute error when Importing Inventory with Accessories

Do not allow AR or AP entries on a new Customer or Vendor before saving the master record

Improve sequence number control when posting an GL Transaction

Correct error creating a new GL subgroup

Reduce minimum size of Inventory Edit screen

Remove Reference Number field when using a Cheque number on an AP Payment

Add Job number to Purchase List

Report Changes;

Customer Statement – Improve main report to remove subreport to allow for “$” in customer

code and add occasional missing records

Customer Statement Detailed – Improve main report to remove subreport to allow for “$” in

customer code and add occasional missing records

Customer Statement Detailed Single– Improve main report to remove subreport to allow for “$”

in customer code and add occasional missing records

Customer Statement Single– Improve main report to remove subreport to allow for “$” in

customer code and add occasional missing records

Invoice Posted – add ?CustomerNoList parameter to support emailing from Accounts Receivable

2.6.2 May 17, 2017

Correctly update Sales History Items lists

2.6.1 May 16, 2017 (includes 2.5.16 changes)

Do not allow Export to be clicked if there are no records displayed

Place initial focus in date field adding a new GL Transaction

Improve sorting on UDF fields when some values are NULL

Display change from previous transaction correctly in POS

Do not allow Accounts Receivable Payment method if Customer has no credit

Do not allow overpayment in POS Payment screen

Correct populate Purchase Order line warehouse field using value from PO Header

Correctly filter Inventory lookup in Purchase Orders to only show selected warehouse

Correct error doing Inventory Lookup when user has a warehouse restriction

Set maximum field lengths in Payment Methods

Remove Reference number field from Cheque screen if Print Cheque is selected since the

cheque number will be written to the Reference field

Correct error changing Email password in User, Email

Remove 8080 record limit when printing reports unless the Crystal parameter forces it

Add parameter check for email merge to test for email type parameters in the report

Report Changes;

Cash Balance – correct POS Terminal sub-report links, suppress Sales Payments where non exist

Cash Balance Details – correct POS Terminal sub-report links, suppress 0.00 Sales History

Payments, suppress Sales Payments where non exist

General Ledger Journal Transaction – show only current division

Inventory Sales History – make quantity decimal places automatic

Inventory Sales History Details – make quantity decimal places automatic

POS Receipt Reprint – add new report

Sales and Taxes – add date range to Report header

Sales and Taxes 4 – add date range to Report Header

Sales by Payment Method – suppress 0.00 payments

Sales Order Details List – sort on sequence numbers to keep comments in the correct position

2.6.0 May 9, 2017

Improve lookup speed for Lists with many records, limit results to preset

Add Show Stock button for other warehouses in Sales Order

Replace Payment method system removing limit of 7 payment types

Add support for penny rounding in Payments and improve Change process

Add Lot number Trace to Edit Inventory, Lot number tab

Replace Chooser fields to improve typing a GL Account (multi divisional), Part Number (multi

warehouse), and Job Cost

Allow attachments to be added to Closed Purchase Order in Purchase History

Consolidate Communications and Attachments tabs in Inventory, Customers and Vendors

Consolidate Sales and History tabs in Inventory, Customers and Vendors

Consolidate Purchasing and History tabs in Inventory, Customers and Vendors

Add Payment methods to Edit menu

Add Customer Addresses to Customer menu

Add Levies to Inventory menu

Add Cash Out Reports to Sales menu

Add ability to see AR and AP History before Last Fiscal Year with drop down on Show button

Add Customer code selection to Accounts Receivable, Reports tab

Add support for Default Bank Account by currency in Special Accounts

Add UOM description on UOM drop down on Sales Order line

Add Unit Number and License Number to Sales Order List with Service Manager

Add ability to select a Vendor code when setting a Vendor Filter on the Inventory List

Add sort order to Location List on logon screen

Add created and Modified columns to all main module lists

Re-stamp historical AR and AP Applied Dates to improve historical balancing

Pop Serial / Lot number dialog immediately after changing Order Qty on a Sales Order line

Do not show InActive part numbers in Sales Order Part number auto complete

Ensure BackOrder quantity is saved when editing Technician field on line

Allow Print button after adding a new Communication record to a Sales Order

Copy UDF fields during Sales Order, Copy

Improve error when opening a Sales Order that contains a record with deleted UOM

Improve consistence of Over Credit warnings while Invoicing a Sales Order

Correct error when Vendor Price variance is great than 99.99%

Disable Invoice button if User does not have permission to Invoice

Correctly populate Job Account field in Sales History List

Require only Modify Sales History permission to edit a posted Invoice

Correctly limit Customer PO field length in Edit Sales History, Invoice

Correctly save Attachments in Sales History, Invoice

Copy Sales History Invoice to Sales Orders includes Attachment

Refresh POS screen after changing Price or Quantity

Allow users without Purchase Order Receive permission to change the Receive Qty but not Post

Correct error when entering > 100% in Purchase Order freight and duty

Improve freight calculations when receiving part of a Purchase Order

Improve speed on populating large Purchase Orders

All Purchase Order to be Issued without Vendor number even when it is required

Remember last setting for Hide Processed Filter in Requisitions

Limit Reference number field length in Requisitions

Do not allow an Inventory record to be deleted if it has ever been used

Do not allow an Inventory Communication to be added if Inventory record has not been created

Correctly Save Inventory Hold flag and User Type fields in Inventory multi-edit

Correct ShipTo name in Edit Inventory, Sales History tab

Improve error handling when Printing a large Sales History report, limit to 10,000 records

Add Vendor name in GL Transaction of a One Time Vendor payment

Correct Vendor Price Export

Correct Edit Inventory, Details Margin to calculate on Average Cost

Include Communications when Searching in Inventory List

Correct error clicking Labels button on Inventory List without highlighting a record

Correct error in Inventory Re-Allocate where Saved Inventory Adjustments have blank lines

Add Currency Filter to Accounts Receivable, Payment batch

Do not allow an Accounts Payable or Accounts Receivable Invoice to be paid twice in two

separate windows

Improve Sales Order creation from Edit Customer, Sales tab to include Customer code

Improve error message when opening a Sales Order with invalid UOMs

Check posted history for duplicate customer purchase orders when creating a new Sales Order

Correctly populate Purchase Order Receive quantity when using Receive All with serialized items

Improve Prompt for Close PO after entering freight on a Purchase Order and Invoicing it

Improve Purchase Order creation from Edit Vendor, Purchases tab to include Vendor code

Correct partial match in Vendor Account filter in Vendor List

Correct Edit Vendor, Billing, Account No field display

Improve Unicode (non ascii) character support throughout Spire

Improve rate and amount interaction when changing foreign values on a GL transaction

Set focus on date when entering a new GL Transaction

Do not allow a GL Account to be deleted if it is referenced in Special Accounts

Perform Foreign Currency revaluation on GL Accounts even if the balance is currently 0.00

Default to Company Settings, Company, Phone formats in Sales Order if no contact is selected

Improve reliability of Saving Phone number formats in Company settings

Do not use Record Locks for users that do not have Modify permission

Correctly show Production Orders as such in Lot number History

Improve Import for large Inventory Spreadsheets causing memory errors

Rename field in Price Matrix Import to Price Reason

Do not ask for PriceMatrixID parameter when using Print All in Price Matrix

Correct occasional wrapped C/C++ object error in typing a GL Account

Do not migrate BVEssentials Legacy Reports to c:\programdata\spire\reports on server

Add incoming requests to SpireD.log


ar_transaction_links – reset applied date to be maximum of linked ar_transaction records

ap_transaction_links – reset applied date to be maximum of linked ap_transaction records

cash_outs – new table for cash out history

cash_out_payment_methods – cash out history by payment method

customers – add last_modified column, rename e_commerce to upload, drop

e_monthly_statements, e_past_dues_notices, e_shipment_notify, modify_status, upload_status

columns

inventory – add last_modified column, rename ecommerce to upload, next_serial to last_serial,

drop modify_status, upload_status, ecommerce_description columns

inventory_adjustments – remove vendor_no field

payment_methods – add new table for payment method management

sales_history_payments – remove split_payment field, add sequence field

Report Changes;

Customer Transaction Activity – add new report

Cash Out Report – rewrite to respect new screen and payment methods

Customer Payments List – move to Accounts Receivable, Reports, Accounts Receivable Ledger

template

Invoice Batched – improve ShipTo address linking for ShipToIDs with spaces, update payment

methods, unsuppressed communications sections

Invoice Posted – improve ShipTo address linking for ShipToIDs with spaces, update payment


Order Confirmation – improve ShipTo address linking for ShipToIDs with spaces, update payment


Packing Slip – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed

communications sections

Pick Ticket – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed


Process Slip – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed


Quote – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed


RMA Order – improve ShipTo address linking for ShipToIDs with spaces, Update payment


Sales Order – improve ShipTo address linking for ShipToIDs with spaces, Update payment

methods, expose communications Ship Slip – improve ShipTo address linking for ShipToIDs with

spaces, unsuppressed communications sections

Work Order – improve ShipTo address linking for ShipToIDs with spaces, Update payment


Sales by Payment Method – respect new payment methods

Vendor Transaction Activity – remove balance total

2.5.18 June 20, 2017

July 2017 Payroll table changes

Notes for Prince Edward Island

http://www.cra-arc.gc.ca/E/pub/tg/t4127-jul/t4127-jul-17e.html

The Prince Edward Island budget, tabled on April 7, 2017, announced that effective January 1, 2017, the

province will increase the basic personal amount to $8,160 from $8,000. Since $8,000 has been used for

employees for the first six months of this year, a basic personal amount of $8,320 will be applied for the

remaining six months commencing with the first payroll in July.

Employee TD1 amounts will need to be manually changed to the $8,320 on July 1 in order to realize this

change, and manually changed to $8,160 on January 1, 2018.

Notes for Saskatchewan

Personal Tax rates

Effective July 1, 2017, the personal tax rates of 11%, 13% and 15% will be changed to 10.5%, 12.5%, and

14.5% respectively.

2.5.17 May 24, 2017

Correct NoneType error in Production Orders when the Template has blank lines

Report Changes;

Accounts Payable List – Show currency totals when more than one currency one currency exists

on the report

2.5.16 May 17, 2017

Expand Inventory Search to include Communication

Improve error message when network connection to Spire Server is lost

Improve error message when attempting to Import a CSV file with wrong encoding

Remove requirement for subledger transaction when Re-Valuing a foreign control account


full_text_index – rebuild index to include Inventory Notes

Report Changes;

Communication Notes – Correct typo in Report Title

Equipment Information – allow multiple records to be printed

Inventory Statistics – correct sales quantity shown negative in error

Invoice Batched – correct Job sub-totals when Equipment on report

Invoice Posted – correct Job sub-totals when Equipment on report

Order Confirmation - correct Job sub-totals when Equipment on report

Pending Inventory Adjustments – add total to report, correct negative sign for adjustment

Post Inventory Adjustments – add total to report

Post Inventory Receipts – add total to report

Purchase Order – allow multiple records to be printed

Quote - correct Job sub-totals when Equipment on report

RMA Order - correct Job sub-totals when Equipment on report

Sales Order - correct Job sub-totals when Equipment on report

Ship Slip - correct Job sub-totals when Equipment on report

Work Order - correct Job sub-totals when Equipment on report

2.5.15 May 10, 2017

Post AR service charges with Current Logon date

Correct respect for user permission setting on Process and Shipped Sales Order edit quantities

Correct error typing a Salesperson code in Edit Sales Order

Correct multiple records found when working with Inventory records that have duplicate price

records

Correctly populate GL Segments for Edit Company, General Ledger, Segments, Code tab and

Segment Filters use

Correct error open a Production History record

Correct occasional flag error in Account Reconciliation

Correctly populate SalesOrderID for Sales Order Deposit report

Correctly convert Boolean flags from Registry for Report Printer settings


gl_accounts – convert null reconcile_flag field to false

gl_segments – populate with missing values from gl_accounts

Report Changes;

Accrued Payables Summary – add currency group and totals

Aged Accounts Payable List – show totals on each currency group

Pending Receipts – separate multiple cheques from same customer

2.5.14 May 1, 2017

Correct error when typing a Salesperson code on a Sales Order

Correct error selecting a Pre-saved comment on a Sales Order line

Correct error clicking Next Phase in Sales Orders

Correct error when Re-Opening a Closed Invoice in Batch mode

Correct error when highlighting a Comment in Sales Orders, Sales History, Items and clicking Add

to Order

Correct Contact tab names in Sales History, Invoice view, BillTo and ShipTo tabs to respect

Company settings

Improve BVMigrate to include all un-rolled up GL accounts

Correctly update Inventory On Order values when posting a Purchase Order return

Correct Accounts Receivable age of Invoice when off by a day for February

Report Changes;

General Ledger Account Activity – reset Revenue and Expense Accounts balances only at fiscal

year end

Payment On Account Receipt – show Invoice dates

Inventory Sales History Details – correct occasional divide by zero error

Income Statement – widen % fields

Disbursements Journal – include Void cheques

2.5.13 April 26, 2017

Improve Inventory Allocations for committed Production Orders using UOM conversion factors

Correctly ignore Production Order non-physical part numbers during Inventory Re-Allocate

Correctly respect Build Date when writing built Production Orders to Production History

Correctly limit length of Cheque number field and support unicode

Correctly limit length of Tax Exemption numbers

Correctly limit length of Location field in Inventory Adjustment

Refresh Payroll Timecard batch after using Change Period

Correctly retain checkmark conditions after clicking Process in the Requisition List

Correctly set the UOM for a scanned UPC in Point of Sale

Correct error when Salesperson is being populated with a Username which exceeds 10

characters in Point of Sale

Correct error when printing from Purchasing, Items tab when orphaned records exist

Improve error handling for duplicate sequence numbers on Sales Orders

Correctly display Sales Order, Items tab, Required date

Correct error during Credit of a Sales History Invoice which has a serial number

Improve error handling when using Next Phase button

Correctly refresh Edit Inventory, Prices and Units tab when editing UOM conversion factor

Correct error adding a UPC for a newly added UOM in Edit Inventory, UPC

Improve GL Account chooser behavior

Correctly populate the warehouse field when using Scan Items button in Purchase Order

Report Changes;

Aged Accounts Receivable List – widen numeric fields to allow 9,999,999.99

Aged Accounts Payable List – widen numeric fields to allow 9,999,999.99

Balance Sheet – widen fields, reduce fonts and improve alignment to allow for larger numbers

Income Statement – widen fields, reduce fonts and improve alignment to allow for larger

numbers

Trial Balance – widen fields, reduce fonts and improve alignment to allow for larger numbers

Financial Statement by Period – widen fields, reduce fonts and improve alignment to allow for

larger numbers

Financial Statement by 12 Periods – add report that does not have 13 periods to allow more

room for companies with financial numbers up to 99,999,999.99

2.5.12 April 19, 2017

Add Purchase Order header warehouse field to PO Import

Improve Sales History Invoice View, comment display

Correct error doing a Search in Company Settings when Payroll module is not licensed

Correct key error ‘eft clearing’ in Company Settings

Improve Alert on Customer messages where the customer code starts with a space

Correct error opening a Vendor record from the Communication Alert where the message is

linked to the RemitTo address

Correct error when Payroll Trial license expires

Correct error Importing Customer Receivable Account field

Correct created and modified columns in Requisitions to show local time

Correct occasional Division by zero error in Sales Orders

Convert NULL ShipToID fields in addresses to empty string, allows Sales Orders to be created

Correct error when typing a number greater that 100% margin in Edit Inventory, Prices and Units

Correct occasional File in use error after running a Report

Correct occasional error when Previewing a Report

Improve coloured indicators in a Production Order when a part number exists more than once

or sub-components are not expanded as needed

Correct error when adding a Component to itself in Edit Inventory, Components

Use correct Exchange Rate as per Receive date on a foreign Purchase Order

Correctly migrate BoM instruction records from Pervasive

Correct error Importing Customer Receivable Account field

Correct error Import Price Matrix records that have many quantity breaks

Remove SearchKey from Vendor Import

Improve reliability of Spire Tray to delete snapshots


addresses – convert shiptoid to empty string when NULL

Report Changes;

Customer Statement – Show report only on Accounts Receivable List and Customer List

Customer Statement Detailed – Show report only on Accounts Receivable List and Customer List

Customer Statement Single– Add report for Accounts Receivable, Customer and Edit Customer

Customer Statement Detailed Single – Add report for Accounts Receivable, Customer and Edit

Customer

2.5.11 April 12, 2017

Improve speed in selected a typed/scanned serial number on a large list

Correct occasional ‘NoneType’ error in Inventory Adjustments

Correct occasional Unicode error while sorting columns

Do not allow a discount > 100% on an Order line

Correctly respect user permission when setting Tax flags on Order lines

Correct occasional ‘invoiceOrder’ error during Invoicing

Correct occasional ‘GetCustomer’ error while exiting POS

Correctly add ShipToID to Edit Customer, manage spaces and upper case

Correct FIFO error when selling a non-physical item when Inventory Cost is set to FIFO

Remove Assemble Qty column in Production Orders since it duplicates Extended Qty

Remove Vendor Number from Inventory Adjustment Import

Improve error message when performing AR Import with invalid payment terms

Correct error using a ShipToID filter in Sales History

Correct BVMigrate for conversion of Communication Group Type values

Correct memory error when Exporting large lists of data

Do not allow the components list to contain itself as one of the components

Correct occasional ‘paperOrientation’ error while running a report

Do not allow a negative Payment to be posted in AP

Correct Next Phase error in Purchasing

Correct Internal Server Error loading some reports

Correctly save decimals in Company Settings, Sales Orders, Surcharges, Min and Max

Remove error message when a user cancels a Report that is in progress

Correctly refresh sort order when changing filters

Improve error trapping creating duplicate Purchase Order numbers from Requisitions


Inventory_product_codes – correct field type for sales_account

system_settings – correct value for min and max service charges, allow decimal

Report Changes;

Batch Journal – correct report template to “Invoice Batch”

2.5.10 April 5, 2017

Add Open Inventory button to Sales Order Items, to see Inventory record for selected row

Correct error clicking on Ship Available button on Sales Order ribbon

Improve failure List during UPC Import to show all duplicates at once

Trim whitespace on fields during UPC Import

Correctly respect user permission to change Location on Purchase Orders and Sales Orders

Correct vacation pay being calculated on overtime pay for Alberta Payroll

Correct error when trying to return an item on a Sales Order where the item has not been set to

Allow Returns

Correct ability to Add a New Company in Spire Tray

Populate unit cost fields on migrated Production Templates where BV had 0.00 cost

Improve Job Header display in Sales History, Invoice view

Rename setting to User, Purchase Orders, Add Requisitions to open PO

Correctly import Vendor Order and Location field in Purchase Order, Import

Allow Product Code to be blank in Price Matrix Import

Correct occasional Unable to load UOM error in Sales Order on invalid records

Correct occasional TryKittingOptions error in Sales Order on invalid records

Correct error when trying to Release Backorder for item On Hold

Add Current% and Standard% columns to Sales Order Items

Correctly Save changes in Spire Tray


production_template_items – populate cost values from Inventory for migrated records with no

cost

Report Changes;

Sales and Taxes 4 – add report with 4 tax columns for use in USA

Comparative Statement – Correct group totals that include both Revenue and Expenses

2.5.9 March 29, 2017

Add available credit field to Accounts Receivable screen

Correctly calculate freight on a copied Sales Order

Correct occasional crash clicking on a Sales Order filter immediately after several Sales Order List

requests

Correct error when selected more Serial numbers than Available on a Sales Order

Correctly respect User permissions to add a Quote to Sales Orders

Correct occasional NoneType error regarding company in POS

Correct occasional NoneType error during logon

Improve error handling in Report Runner when a report contains invalid table data

Correct occasional error Issuing Purchase Order when duty and freight are Null

Do not leave a database transaction “idle in transaction” on logon

Correct error in Accounts Receivable, Reports tab clicking Print without selecting a Template

Correct a few instances of “wrapped C/C++ object” errors

Improve time zone calculations for Spire Tray snapshot schedules

Improve authentication for Delete Company in Spire Tray

Replace UDF column names with “Field Name (UDF)”

Populate Component Costs where no values existed in source Pervasive data

Do not all customer to be changed from Service tab if a Currency change is required

Correct Unicode error in Inventory Import

Correct Unicode error in Customer Address and Info

Correct rounding error on Purchase Order accrued amount not allowing PO to close

Remove Default Filter menu option from Lookup Lists

Correctly migrate WorkBook percentage fields to UDF fields

Require license to view UDF columns on Lists

Do not respect deprecated Windows Lock settings

Remove Null constraint on addresses.contact fields


inventory – set Null values in duty_perc and freight_perc to 0

addresses – adjust Null constraints

production_template_items – populate costs on imported records with a 0.00 cost

Report Changes;

Income Statement – correctly set value on the first account of a new page

All Sales Order Reports – correct Job and Labour subtotal calculations when last record on

previous page is a long comment

2.5.8 March 23, 2017

Correct AP EFT Remittance report including all Vendors on emailed report

Report Changes;

AP EFT Payment Remittance – add Vendor Group and ?VendorNoList parameter

2.5.7 March 22, 2017

Add support for Override Sales Account in Accounts Receivable Invoice

Add support for UPC in Inventory Search

Correctly save Institution number inn Company Settings

Correct calculate Tax on automatic freight on Sales Quotes

Correct Email attachments when emailing multiple customers from Sales Orders

Correct parameter error printing from Inventory List, Requisition button

Do not allow Tax rate to be changed on a Sales Order without changing Tax code, refresh rate

after Tax code is changed

Improve popup windows size when Del is press inside a Sales Order

Correct occasional date comparison error clicking update Sales Orders in Edit Customer

Correct codec error in Edit warehouse and saving a new Part number when warehouses

descriptions have non ASCII characters

Improve Invalid warehouse message

Correct Inventory lookup to filter on warehouse as required

Remove UPC column from Inventory List

Correct occasional error Re-Issuing a Purchase Order that has been Un-issued

Correct UDF columns on Purchases List

Correct length limit on UDF column list

Allow more flexibility in Preset Filter names

Correct occasional ‘parent’ error in Edit User Settings

Correct error when Vendor has invalid Payment terms

Correct ‘location’ error on Non Inventory

Correct ‘GetConfig’ error if logging out too soon after activating a module

Improve UPC Import

Remove support for negative Inventory Transfers, reverse source and destination warehouses


vendors – correct payment terms that are set to ‘0000000000’

fulltext index – add UPC

Report Changes;

Customer Statement – Suppress 0.00 Invoices on Statement

Customer Statement Detailed – Suppress 0.00 Invoices on Statement

All Sales Order and Invoice Batched reports – Set SalesOrderID parameter to Allow multiple

values and move ‘Reset Page Number After’ flag to Group Footer #1 from Group Footer #1b

Customer Statement – Detailed – removed duplicated ?ReportDate parameter from Detail

subreport

2.5.6 March 16, 2017

Correct inventory_pkey error when selling items that exist in multiple warehouses and have UPC

Add UPC search capability to Inventory Search box

2.5.5 March 15, 2017

Improve Inventory UPC code migration from Spire 2.4.x and earlier

2.5.4 March 15, 2017

Do not allow Customer ShipToID to be created with a trailing space

Correctly post migrated Sales Orders with an Extended amount variance

Correct Next Phase action in Purchase Orders

Reset Last Transaction and Last Invoice number display after using F12 to change companies

Correctly save Default filter when changing selected column and clicking Save Default

Correct UDF column headers in Purchase Order, Items List

Correct Lookups not to use Default Filters

Respect Company settings for Credit Limit when adding a new Customer

Report Changes;

AP EFT Payment Remittance – Separate Company name and Vendor name

AP Cheque Remittance – make report available to AP Payments (none batch)

Income Statement – Correct inverted negative display on Group Footer when it is the first line on

a page

Comparative Financial Statement – correctly calculate sub group totals on Assets

Purchase Order, Invoices and all Sales Order reports – Expand phone number field to allow 5 digit

extensions

Cheque Deposit List – reformat page to improve margins, remove check boxes

2.5.3 March 9, 2017

Correct error creating Sales Orders for some part numbers

Correct error in Edit T4, Other Information

Refresh Timecard line after Posting Timecard

2.5.2 March 8, 2017

Make Purchase Order Comments work like Sales Orders

Improve Applied date when Posting Payments or Applying records in Accounts Receivable and

Accounts Payable with post dated and/or back dated transactions

Correct POS Payment method selection for customer with unlimited credit

Correctly refresh Sales Order after Ship Available button is clicked

Correct List displays when UDF names are using periods in the name ie. The.date

Correct occasional hang on Inventory Lookup from Sales Order and Purchase Order when

warehouse contains non ASCII characters

Correct error when deleting a Production Order when Inventory items no longer exists

Report Changes;

AP EFT Payment Remittance – Add Company name and address to top of page

AP Cheque – Centre – Remove occasional 0.00 transaction from Invoice List, remove italic font

from amount in words

AP Cheque – Top – Remove occasional 0.00 transaction from Invoice List, remove italic font from

amount in words

AP Cheque Remittance – Remove occasional 0.00 transaction from Invoice List

Employee Ledger – Group by Timecard Date not Pay Period Year

Employee Ledger Detailed – Group by Timecard Date not Pay Period Year, add Timecard details

Financial Statement by Period – ensure logged in database is used by Report Runner

Payroll Cheque – Centre – Remove Workplace Safety fields

Payroll Cheque – Top – Remove Workplace Safety fields

Payroll Direct Deposit – Remove Workplace Safety fields

POS Receipt – Add left margin and adjust right margin

2.5.1 March 1, 2017

Correct hang condition and/or error creating a Sales Quote

Correctly perform Employee Recalculate by using Timecard date, not Pay Period Year

Correct error saving in Company Settings, General Ledger, Fiscal Periods, Historical when a

period end date is February 29

Correctly migrate UPC tables with duplicate records

Correct F12 behaviour when an Edit screen is open

Correct error when selecting a part number with French letter in Inventory Adjustment and

Inventory Code Change

Correct occasional from_result error in Inventory Adjustments

Correct occasional already exists error when updating Price matrix records from Sales Order

Report Changes;

Report changes missed in Release Build

2.5.0 February 20, 2017

http://help.spiresystems.com/manual/2.5/en/topic/what-s-new-in-version-2-5

Additions

Add Batch Payment process to Accounts Receivable module

Add ability to Email customer Payment Receipts from AR Batch Payments

Add Error collection and upload to Spire Server and Spire Desktop Client

Add User Defined Fields to List views

Add ability to create Electronic Funds Transfer files in Accounts Payable Batch Payments

Consolidate UPC storage in the database and improve UPC support in Sales Orders and Purchase

Orders, and Import

Add Reports tab to most main module screens

Add Production History to Serial/Lot number search

Add Customer User Type to Sales order List filters

Add a button to Save and Create New in most Master Record dialogs

Show Selected Filter name, improve Save Filter behavior

Allow Saved Filters to be sorted in Module List

Correct a duplicate Filter name to being created due to User not having permission to create

Company filters

Move File, Receipt Setup to Sales Orders, Reports tab

Improve speed loading complex Component Lists in Edit Inventory, Components

Improve speed seeking and scrolling in Module Lists

Improve speed loading large Requisition Lists

Improve the ability to track remembered Column Orders set in Module Lists

Set default file names when saving ini file for Import Types

Corrections

Correctly display Column menu on the screen even if it has been popped near the edge of the

screen

Set Default UOM as per Company Settings during Inventory Import

Do not allow UDF names to be edited

Limit UDF titles to 64 characters

Remove Lock Windows settings and Clear Windows settings from the menu

Correctly show Customer Credit Limit as 0 when they have had credit limit changed to No Credit

or Unlimited Credit

Show Unlimited Credit, and No Credit in the Customer List

Improve List column visibility when selecting and deselecting preset Filters

Correctly display Next occurrence date after editing a Recurring GL Transaction

Make Due date the same as Invoice date when creating Service Charge records in Accounts

Receivable

Add Upload to Web flag in Edit Customer

Correct error clicking in Phone field in Sales History Invoice

Correctly display Payment Terms description in Edit Vendor, Billing tab

Improve reliability of detecting available discounts in AP Batch Payments

http://help.spiresystems.com/manual/2.5/en/topic/what-s-new-in-version-2-5

Trim whitespace from in front of Customer, ShipToID when adding ShipTo addresses

Correctly link Production history notes records

Correct ‘NONETYPE’ error inserting a line in a Production Order

Do not allow a GL Transaction number to be assigned during posting if it already exists

Correct Sales History, Invoice screen to show GP by Inventory Cost method

Correctly set Type to Payment when posting from Sales Orders, AR Payment

Correctly Ship Serialized items on a Sales Order when Ship Available is clicked

Correct error in Sales Order when Fill, Serial/Lot numbers is clicked

Do not charge Sales Tax on Service Charges for an Customer with an exemption number

Highlight appropriate button, Print, Email or Print and Email based on Customer settings when

printing Statements from Accounts Receivable, Customer screen

Recalculate Year To Date GP for Customers and GP on Sales History records to use Inventory

Cost method

Correct Command Line Import errors

Limit the length of Attachment Subject field

Correct error trying to Save a Price Matrix record with no changes after copying the record

Correctly respect User, customer, Modify on hold flag permission setting

Restrict Purchase Order Duty and Freight fields to 5 decimal places

Correct Year labels in GL Account, Balances tab

Correct error when clicking Print in Inventory, Sales History and Purchase History tabs

Show Employee Default Payroll schedule when opening screen

Correct occasional error Searching in Company Settings

Change default export file location to the User’s Documents folder

Copy Address UDFs when copying a Customer record

Clear Recurrence Rules when changing a Standing Order to an Open Order

Correct error when clicking on Open Related for a Purchase Order note in Communications

Correct GP% display in Job, Accounts tab

Do not allow Rate to be changed in Edit, Currency, Base Currency

Do not count Discount records when deciding to pop the AP Cheque Remittance dialog

Do not allow Company Settings, Inventory, Multiple warehouses to be turned off once it has

been enabled

Copy Consumption method when transferring a Lot numbered Inventory item to a warehouse

where it did not exist before

Correct error when using F12 to switch between a multi warehouse company and a single

warehouse company

Correct problem emailing Customers with accent characters in the Contact name

Respect user permissions in Payroll, Recalculate Employee amounts

Respect user permission for show cost in Edit Inventory, Lot number tab


ar_batch_items – create new table

ar_batches – create new table

customers – update credit_line values based on value in no_credit

customers – repopulate last_year_sales, this_year_sales, next_year_sales with calculated values

customers – set NULL Boolean fields to FALSE, set currency to ‘’ where NULL

inventory_uoms – remove upc_code field

inventory_upc_codes – add uom field

sales_history - repopulate gross_profit with calculated values

sales_orders – repopulate gross_profit with new calculated values

system_filters – add save_table field

vendors – add bank_institution, bank_transit and bank_account fields, set currency to ‘’ where

NULL

Report Changes;

AP Cheque Remittance – change Template

AP EFT Payment remittance – new report

AR Payment Receipt – add report for customers paying by EFT

Cheque Deposit List – add report for printing a list of cheque to deposit in bank

Consolidated GL Account Activity – improve comment and change title to GL Account Activity –

Consolidated Divisions

Customer Sales History – include freight only Invoices

Customer Statement Detailed – move Description column to the right

Deleted Sales Orders – allow quantity fields to show up to 5 decimal places as needed

Invoice Batched – allow quantity fields to show up to 5 decimal places as needed, do not reset

job flag on each page

Invoice Posted – allow quantity fields to show up to 5 decimal places as needed, do not reset job

flag on each page

Material Requirements by Inventory – widen description and quantity fields, improve alignment

Order Confirmation – allow quantity fields to show up to 5 decimal places as needed, do not

reset job flag on each page, change parameter supported to ?SalesOrderID

Packing Slip – allow quantity fields to show up to 5 decimal places as needed, show label beside

total committed, do not reset job flag on each page, change parameter supported to

?SalesOrderID

Payment on Account Receipt – add support for Discounts, correct Reference number, add

Payment Method

Pending Receipts – new report

Pick ticket – allow quantity fields to show up to 5 decimal places as needed, do not reset job flag

on each page, change parameter supported to ?SalesOrderID

Process Slip – allow quantity fields to show up to 5 decimal places as needed, show label beside

total committed, do not reset job flag on each page, change parameter supported to

?SalesOrderID

Quote – allow quantity fields to show up to 5 decimal places as needed, do not reset job flag on

each page, change parameter supported to ?SalesOrderID

Requisition List – allow quantity fields to show up to 5 decimal places as needed

RMA Order – allow quantity fields to show up to 5 decimal places as needed, do not reset job

flag on each page, change parameter supported to ?SalesOrderID

Sales Order List – change parameter supported to ?SalesOrderID, change parameter supported

to ?SalesOrderID

Sales Order Details List – allow quantity fields to show up to 5 decimal places as needed, change

parameter supported to ?SalesOrderID

Sales Order – allow quantity fields to show up to 5 decimal places as needed, do not reset job

flag on each page, change parameter supported to ?SalesOrderID

Sample Address Label - change parameter supported to ?SalesOrderID

Ship Slip – allow quantity fields to show up to 5 decimal places as needed, do not reset job flag

on each page, change parameter supported to ?SalesOrderID

Vendor Activity – respect ?ShowDetails parameter to show applied records, improve applied

records alignment

Work Order – allow quantity fields to show up to 5 decimal places as needed, do not reset job

flag on each page