Sales and customer

CRM, retail, contracts and credit policy

• Error: "The financial period of the company is closed in Accounts Receivable" when releasing a fee
• Help with retail commerce
• Help with contract management
• Help with customer relationship management (CRM)
• Setting sales order quantity to default to 1
• Inventory Lookup/warehouse filter for Transfer Orders does not show items with status: No Sales
• Unable to add items to cart in customer portal
• Automatically email SO Invoice to customer when it is released
• Handle payment rounding for cash sales
• Opening balance for cash-based GST customers
• Process a Credit Memo that has the Reserved Status
• Entering an invoice which includes a line with 100% GST
• Adding email to the Customer Generic Inquiry (How To add a field to a GI)
• Changes to the sales invoice notification template not appearing
• Configure sales budget by customer and product per period
• Adding a generic inquiry as a screen for the portal users to see
• Bring in historical (completed) sales orders
• Releasing an invoice or bill creates a copy
• Setting up customer balances generic inquiry
• Default Tax Zone on Opportunities for prospects
• Enabling approval for return sales orders
• Importing multiple customer attributes
• Set up Integration with BigCommerce
• Resending old customer statements
• Restrict selling on account for cash sales customers so they can't carry a balance
• Enforcing stock allocation and lot serial number when entering sales orders
• Restricting custom generic inquiry data on the customer portal
• Automatic creation of sales orders on a schedule
• Importing contacts mapping details
• Fixing an AP or AR document stuck in "Reserved" status
• Reserve stock from a purchase order and allocate it to multiple sales orders
• Excluding disputed invoices from the dunning process
• Removing the email option from balanced invoices
• Can't reverse a customer refund application

Known issues

• Contact Class not defaulting when created through Primary Contact on Customers screen (AR303000)
• When we try to correct a Shipment (SO3020PL), Error is shown - A data corruption state has been detected. You cannot save the changes
• Sales order entry losing its lines when values entered in the respective fields manually with tabing away quickly
• (IN501000) Unable to Release IN Documents - IN Error: Updating item 'xx' in warehouse 'xx' caused cost to quantity imbalance
• Tax is not calculated correctly when the Line Details are changed in the Sales Order/Quote with Estimates
• Duplicate customer receipt notifications
• Automation Schedule (SM205030) has its Next Execution Date going into the past
• Estimates total on Sales Quote (SO301000) not changing once estimates are removed
• Performance issue when opening Credit Memo (AR301000)
• User is unable to create Sales Order, Error: Inserting ‘Billing Address’ record raised at least one error. Please review the errors. Error: ‘RevisionID’ cannot be empty
• The Activity Type is not storing correctly at the time of creating email
• Encounter error when sort by Payment Date in Invoices and Memos (AR301000), Application tab, error: Unknown column 'ARPayment.DocDate' in 'order clause'
• The filters for Business Account and Business Account Name do not work in Bank Transactions History (CA402000)
• Intermittent issue when adding KIT to Opportunities or Sales Proposal. “An error occurred during processing of the field Inventory ID value xx IN Error. The inventory item is a template item
• Automation Schedule History (SM205035) is showing 0 records processed.  However, they are transactions being created
• Shopify sync history (BC301000) failed with error ‘Synchronization has been completed with errors. See details on the Sync History form'
• Unable to Recalculate Customer Balances (AR509900)
• Unable to Access Sales Activities form (GI000001)
• When inserting images or copying and pasting images into an event (EP4041PL), the images appear correctly during event creation. However, after sending the invitation email, the images do not display
• Contact tab on the Customer form (AR303000) loading very slowly.
• Sales Order (SO301000) cannot be shipped in full. Unable to create shipment for non stock kit item attached to a stock component with no available stock
• When replying to or forwarding an email the date and time of the last (sent/received) email in the thread changes