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Article#264

Release Notes for Solid Route Accounting™ - Integration Edition

For detailed installation instructions see Article #265 Installation Instructions for Solid Route Accounting™ - Integration Edition.

Note:

Does not apply to Solid Route Accounting – Enterprise Edition: Solid Route Accounting – Integration Edition is a standardized product used with QuickBooks, INFOR FACTS, SDC’s Dynamic 3i and other ERP systems, but not with Solid Route Accounting – Enterprise Edition.

Releases

Release 11.02.02

Release 11.02.01

Release 11.01.08

Release 11.01.07

Release 11.01.06

Release 11.01.05

Release 11.01.04

Release 11.01.03

Release 11.01.02

Release 11.01.01

Release 10.03.10

Release 10.03.09

Release 10.03.08

Release 10.03.07

Release 10.03.06

 

Release 11.02.02

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid MultiConnect™

D3i

DGP

FACTS

QB

The issue where orders created on the handheld were not imported correctly to the system.

X

X

X

X

 

Solid Fusion™

D3i

DGP

FACTS

QB

The issue where Solid Fusion™ would give errors during export when class tracking was enabled in QuickBooks®.

 

 

 

X

 

Release 11.02.01

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Item ID on Inventory Details Screen: the 1132 Inventory Detail screen now displays the Item ID along with the item details.

X

X

X

X

Close Cash-out Report enhancements:

  • The customer name is now printed on the Close Cash-out Report.
  • Subtotals and taxes are now printed in addition to the total on the Close Cash-out Report.

X

X

X

X

New Customer Creation on Handheld Enhancement: when creating new customers on the handheld, the route sales person can now select to which Customer Route Group this customer is to belong. By default it will select the route group that the handheld belong, but the user can change it to any route group.

X

X

X

X

Creating/Editing Customer on Handheld Enhancement: when creating new customers on the handheld, the credit limit can be set (if enabled) or for existing customers the route sales person can, if allowed, edit a customer's credit limit. To enable/disable these settings in Solid Mobile Central™ go to [Mobile / Configuration].

X

X

X

X

Program Issues Corrected:

Solid Mobile Central™

D3i

DGP

FACTS

QB

Issue where the demonstration access rights expiry warning does not allow you to enter Solid Mobile Central™.

X

X

X

X

Disabled the sound when upgrading the database.

X

X

X

X

 

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue where customer history values are always zero on 1163 Customer Route Sheet.

X

X

X

X

Issue where zero value invoices print as ‘5e-1’ instead of ‘0’ on the close cash-out report.

X

X

X

X

Issue where the company name is not centred properly and warps to the next line on the close cash-out report.

X

X

X

X

Issue where customer phone numbers do not print on 4” slip invoices, even when enabled in Solid Mobile Central™.

X

X

X

X

Issue when no signature is captured when saving a transaction, last captured signature is printed on the invoice

X

X

X

X

 

Solid Fusion™

D3i

DGP

FACTS

QB

The intermittant issue when starting Solid Fusion™ after an upgrade, the error message "Requires QuickBooks Pro 2007 or higher" is displayed.

 

 

 

X

 

Release 11.01.08

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid Mobile Central™

D3i

DGP

FACTS

QB

Fixed a grid sorting problem on the [Sales] screen.

X

X

X

X

 

Release 11.01.07

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Reloading Price Lists: The user can now choose to reload the price list to the handheld at every sync session or only on Friday’s. In Solid Mobile Central™ go to [Mobile / Configuration] to change this option.

 

 

 

X

 

Program Issues Corrected:

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue where item data on transactions came in partially corrupt.

X

X

X

X

Solid Mobile Central™

D3i

DGP

FACTS

QB

The issue of the “access denied” error during the re-indexing and upgrading.

X

X

X

X

Allowed Solid Fusion™ to change the custom field names for “BarCode” and “RouteGroup”.

 

 

 

X

 

Solid Fusion™

D3i

DGP

FACTS

QB

Allowed the user the option to map the custom field names in QuickBooks® for “BarCode” and “RouteGroup”.

 

 

 

X

Improved the handling of blank bill records.

 

 

 

X

Improved the handling of missing customers or parts, for example when customers and/or parts were deleted from QuickBooks®.

 

 

 

X

Solid MultiConnect™

D3i

DGP

FACTS

QB

Issue of “ERROR#52 No table is open in the current work area. Method:itmupd Line:178 Called From:TNSSAV”.

X

X

X

X

Issue of “Error file ...\mob\002\in\random.dbf does not exist”.

X

X

X

X

Issue of “ERROR#1705 File access is denied c:\gmdata\10\fp-gmfull\mob\002\in\5t0pinqf.dbf. Method:itmupd Line:182 Called From:TNSSAV”.

X

X

X

X

 

Release 11.01.06

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Inventory Review: Added 3200 Inventory Review screens in Solid Sales Pro™ for users of QuickBooks® multi-warehouse to review the inventory on hand. Select [Day Trip End / Inventory Review / HH Inventory] to see what inventory is still on hand for this particular handheld. If your handheld is enabled for the pre-sell option, you have the ability to view the pre-sell inventory loaded onto your handheld by taping on [Day Trip End / Inventory Review / Pre-Sell Inventory].

 

 

 

X

 

Release 11.01.05

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid Sales Pro™

D3i

DGP

FACTS

QB

Improved the subsequent loading time of the 1131 Add Items screen.

Note: the first time this screen is loaded after a hot sync the loading may still be slow, but any subsequent access to the 1131 screen will be faster

X

X

X

X

 

Release 11.01.04

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue when resetting the scanner on the 4500 Scanning Options screen, resets the value on 4400 Print Options screen

X

X

X

X

 

Release 11.01.03

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Default Payment Type: Solid Mobile Central™ now has the ability to change the default payment type.

X

X

X

X

Mobile Printer Type Enhancement: in Solid Mobile Central™ [Mobile / Information] the printer type drop-down list has been enhanced to be more clear what type of printer is being configured.

X

X

X

X

 

New Optional Licensed Features:

For more information and licensing options, please contact Solid Client Services at 1-888-667-3769 x2 or sales@solid-innovation.com.

D3i

DGP

FACTS

QB

Multi-warehouse (aka multi-location) Inventory Control (for QuickBooks® Enterprise Edition only) is an optional licensed feature which allows inventory tracking across multiple fixed and/or mobile sites

 

 

 

X

Stop Analysis Report is an optional licensed feature which allows a user to draw a stop analysis report on a per-handheld for a given period of time

X

X

X

X

 

Program Issues Corrected:

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue where occasionally the "Bill To" address is not printing on invoices has been corrected

X

X

X

X

Improved printing speed for Windows Mobile devices when the "Always us this printer" option is used

X

X

X

X

 

Release 11.01.02

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid Sales Pro™

Issue Corrected

D3i

DGP

FACTS

QB

The issue where when searching products on the 1131 Add Items screen in “Description” not working correctly.

X

X

X

X

 

Release 11.01.01

Program Issues Corrected:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Solid MultiConnect™

Issue Corrected

D3i

DGP

FACTS

QB

The issue where some signatures contain invalid points causing early disconnects.

X

X

X

X

 

Release 10.03.10

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Datamax/O'Neil Apex4 Printer Support (WM Only): Solid Sales Pro™ now supports printing to the Datamax/O'Neil Apex4 thermal printer.

X

X

X

X

 

Program Issues Corrected:

Solid Fusion™

D3i

DGP

FACTS

QB

Issue where new customers created on mobile are not exported to QuickBooks has been corrected.

 

 

 

X

Issue where ROA Payment type was not transferring correctly to QuickBooks has been corrected.

 

 

 

X

 

Release 10.03.09

Program Issues Corrected:

Solid Sales Pro™

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Issue where the [Search] function on the 1131 Inventory List screen displaying “Description” was not automatically searching upon entering the first search character has been corrected

X

X

X

X

 

Release 10.03.08

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Customer Jobs: Customer Jobs are now being imported from QuickBooks into Solid Route Accounting™ as “Branch” customers of the main or “Head Office” customer record. These customer records will then display on the mobile Solid Sales Pro™ handheld program for selection and sales/order creation. To enable Customer Jobs:

  1. Start Solid Mobile Central
  2. Select menu path [Company / Configuration]
  3. Click on the [Fusion] tab
  4. Check off the “Enable Customer Job Support” option and click on [Apply]
  5. Start Solid Fusion and click on [Run] to perform a full data exchange with your QuickBooks company file.
  6. Start Solid MultiConnect and sync all mobile handheld devices.

 

 

 

X

Prompt to Synchronize: Further to the 10 day operation limit placed on the Solid Sales Pro handheld program, you will now be presented with a warning message after the 7th day of continuous operation indicating that the mobile unit must be synchronized. The message will continue and number of days will count down until such time the 10 day limit is exceeded or the mobile unit is synchronized.

X

X

X

X

 

New Optional Licensed Features:

For more information and licensing options, please contact Solid Client Services at 1-888-667-3769 x2 or sales@solid-innovation.com.

D3i

DGP

FACTS

QB

Customer Price Levels (QuickBooks Premier & Enterprise Editions only): Customer Price Levels are now being imported into Solid Route Accounting from QuickBooks Premier & Enterprise versions

 

 

 

X

 

Program Issues Corrected:

Solid Mobile Central™

D3i

DGP

FACTS

QB

Tax calculation method under [Company / Configuration / Fusion] has been restricted to “Calculating Taxes Based on Subtotal” and will now only transfer taxes to QuickBooks as “Subtotals”.

 

 

 

X

 

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue where Credit transactions (Bill Type=’E’) did not update the mobile unit quantity values, has been corrected.

X

X

X

X

Issue where Credit transactions (Bill Type=’E’) would not accept quantity values entered if the current item quantity is zero (0), has been corrected.

X

X

X

X

Issue where a “Printer Already Open” error message appears when printing Cash-out reports to an 8.5x11 inch Bluetooth printer, has been corrected.

X

X

X

X

Issue where the “Price” field on the 1133 Barcode Details screen could not be optionally edited has been corrected.

X

X

X

X

Issue where the [Search] function on the 1131 Inventory List screen was not automatically searching upon entering the first search character has been corrected.

X

X

X

X

All known Error 18 messages occurring in the Solid Sales Pro for Windows Mobile version have been corrected.

X

X

X

X

Additional checks have been put in place to prevent a synchronization session from being run while Solid Sales Pro is still running

X

X

X

X

Issue with the QTY value intermittently being set back to zero (0) on the 1135 Item Details screen, has been corrected.

X

X

X

X

Issue for Windows Mobile version with only printing one invoice copy when multiple invoice copies have been requested, has been corrected.

X

X

X

X

Issue for Windows Mobile version where the right hand scroll bar blocks the pricing fields on the 1133, 1134 & 1135 screens making it difficult to edit prices, has been corrected.

X

X

X

X

 

Solid Fusion™

D3i

DGP

FACTS

QB

Issue where duplicate orders were being exported to FACTS in the cases of failed connect sessions, has been corrected.

 

 

X

 

Solid Fusion™ has been enhanced to not export transaction items with zero (0) quantity values for FACTS Edition.

 

 

X

 

Issue where ROA Payment type was not transferring correctly to QuickBooks has been corrected.

 

 

 

X

Issue where the Default Customer Tax ID from the QuickBooks was not being sent to the mobile units has been corrected. Customer records that do not have a specific Tax ID assigned to them under the [Edit Customer / Additional Info] tab in QuickBooks will now be assigned the default Customer Tax ID as defined under the [Edit / Preferences / Sales Tax / Company Preferences] tab in QuickBooks

 

 

 

X

 

Solid MultiConnect™

D3i

DGP

FACTS

QB

Issue for Windows Mobile devices where “Idle Timeouts” would occur while Solid Fusion was running causing the sync session to disconnect, has been corrected

X

X

X

X

 

Release 10.03.07

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

Program Issues Corrected:

Solid Mobile Central™

D3i

DGP

FACTS

QB

Issue in the Solid Mobile Central transaction re-print function where duplicate items were being printed, has been corrected.

X

X

X

X

 

Solid Sales Pro™

D3i

DGP

FACTS

QB

Issue on the 1133, 1134 and 1135 screen where the cursor positions to the left of the quantity value has been corrected. Upon arriving at each of these screens, the program will now highlight the whole quantity field value allowing you to quickly change the quantity value if required.

X

X

X

X

Issue where the last item added is not highlighted when entering 1131 Add Items screen while in “Description” order has been corrected

X

X

X

X

 

Release 10.03.06

New Standard Features:

D3i – Dynamics 3i by System Dynamic Corp
DGP – Dynamics GP by Microsoft
FACTS – FACTS by Infor
QB – QuickBooks® by Intuit

D3i

DGP

FACTS

QB

Stop Order History enhancements:

  • Stop Order History table (SOH) now EXPORTS back through Solid Fusion.
  • MultiConnect will send the GMRSN table to the handheld if there are any records in it. If the GMRSN table is empty, then the default set of Reason codes will be used by the Solid Sales Pro Stop Order feature.
  • If you connect/sync the mobile unit in the middle of the Stop Order list, Solid Sales Pro will now resume the Stop Order list from where it left off.

X

 

 

 

Line Item Discount: Line Item Discounting now adheres to the “Edit Customer Discount up to:” limit setting in Solid Mobile Central under menu path [Mobile / Configuration].

NOTE: This is a PER MOBILE setting and needs to be considered for each mobile unit record.

X

X

X

X

Opticon Barcode Scanner Extension: A new Opticon Barcode Scanner extension for Windows Mobile has been added to ensure that scanning is only applicable to specific fields. This change offers more control and efficiencies to the Solid Sales Pro scanning functionality, that the native Opticon scanner driver was not able to provide.

X

X

X

X

Barcode Scanner Reset: A Barcode Scanner Reset option has been added to the Solid Sales Pro [Properties / Scanning] 4500 Scanning Options screen to handle cases when the barcode scanner becomes incorrectly disabled.

X

X

X

X

 

Program Issues Corrected:

Solid Mobile Central™

D3i

DGP

FACTS

QB

The “Trans. Type” field on the Sales screen of Solid Mobile Central now displays correctly for “Cancelled” transactions.

X

X

X

X

The [Password] button is now available on the Employee Information screen in Solid Mobile Central.

 

 

X

X

The EDI Batch Report template file (EDIBatchReport.rpt) was missing from the SRA-IE 10 installer. This has been corrected.

 

 

X

 

 

Solid Sales Pro™

D3i

DGP

FACTS

QB

If you select an item from the 1130 Selected Items screen and go to the [Details] screen, when you return to the 1130 screen, the program now stays positioned on the same item rather than positioning to the last item in the list.

X

X

X

X

The [History] button on the 1130 Selected Items screen will no longer appear if not licensed.

X

X

X

X

Intermittent occurrence of the “Quantity cannot be zero” message after clicking [OK] on the 1133 Barcode Details screen then scanning a subsequent barcode from the 1130 Selected Items screen has been corrected.

X

X

X

X

 

Solid Fusion™

D3i

DGP

FACTS

QB

If table locks should occur during IMPORT, Solid Fusion will now retry for a maximum period of five minutes time, then skip the locked record and log the conflict allowing the IMPORT to continue. If the lock is removed within the retry period, the IMPORT will resume immediately.

X

 

 

 

 



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