After the “Posting is complete.” message is dismissed, the Enter/Edit Purchase Order Receipts screen is now cleared.
After the “Posting is complete.” message is dismissed, the Enter/Edit Vendor Debits screen is now cleared.
After the “Posting is complete.” message is dismissed, the Enter/Edit Customer Debits screen is now cleared.
After the “Posting is complete.” message is dismissed, the Enter/Edit Customer Credits screen is now cleared.
A notation related to whether test reports will accompany shipment is now displayed on the Quotation document when the system property “Do you want the Quotation and Sales Order Acknowledgement documents to include a notation related to whether test reports will accompany shipment?” is set to ‘Yes’.
As shown below, the Manage System Properties screen now allows you to define a Pending Accounts Payable Variance GL account.
Email messages sent via Outlook now include the applicable email signature.
Printing of stock and shipping labels has been optimized for performance.
The Tags export now includes columns for purchasing header and detail user-defined fields.
When retiring an item category, a warning message is now displayed when inventory is on hand for one or more of the items associated with the category.
When retiring an item, a warning message is now displayed when quantity is on hand.
When retiring an item standard size, a warning message is now displayed when inventory is on hand.
Work order header information is now displayed on each page of the Work Order document.
The following changes have been made to the PO Header Added Value and PO Line Detail Added Value screens that are accessed via the Enter/Edit Purchase Orders program:
The Vendor Code field is no longer prepopulated with the vendor associated with the purchase order.
As shown below, when the Vendor Code field is populated, the Offset GL Account # field is set to the Pending Accounts Payable account defined on the Manage System Properties screen.
When the Vendor Code field is not populated, you must populate the Offset GL Account # field with an account other than the Pending Accounts Payable account defined on the Manage System Properties screen.
For special-order items, the Purchase Order Receipt report now displays the brief item description that was entered by the sales rep. Previously, this report displayed the brief item description stored in the Item table (e.g., “Special Order Angle”).
The following columns have been added to the Customers export:
1. QuickBooks Customer Name
2. Cash Payment Discount %
3. Purchase order required?
4. Job name validated?
5. Job name required?
6. Deliver invoices?
7. Deliver test reports?
8. Test Report to Deliver
9. Customer Group 1 – 5
10. Accounts Payable Address
A QuickBooks Vendor Name column has been added to the Vendors export.
When adding a new customer, the Test Report to Deliver field now defaults to “Redacted”. In the future, the Manage System Properties program will allow you to establish whether the Test Report to Deliver field should default to “Original” or “Redacted”.
The following columns have been added to the Sales Invoices export:
1. Invoice Subtotal
2. Sales Tax
3. Invoice Total
4. Gross Revenue
The Print Label and Print Labels buttons have been removed from the Enter/Edit Work Orders screen. These options are still listed on the Options menu.
The Production Fulfillment export now continues to list sales order lines until the entire order quantity has been accounted for by one or more work orders. In previous versions of Capstone, a sales order line would not be listed if it was associated with a single work order—even if that work order did not account for the entire order quantity.
The following columns have been added to the Production Fulfillment export:
1. Quantity Associated with Work Orders
2. Work Order # (“MULTIPLE” will be displayed when more than one work order is associated with the sales order line.)
3. Targeted Work Center (This work center is optionally specified on the Enter/Edit Sales Orders screen.)
4. Actual Work Center (This work center is specified on the Enter/Edit Work Orders screen.)
The following changes have been made to the Enter/Edit PO Receipts program’s Inbound Freight screen:
1. The Vendor Code field is no longer mandatory.
When the Vendor Code field is populated, the Offset GL Account # field is set to the Pending Accounts Payable account defined on the Manage System Properties screen.
When the Vendor Code field is not populated, you must populate the Offset GL Account # field with an account other than the Pending Accounts Payable account defined on the Manage System Properties screen.
An Excel-based report called “Sales Quote Lines Export” has been added.
A column labeled “Ordered” has been added to the Sales Quotes Inquiry screen. This column will display the order date for the associated sales order.
A work order can now be associated with more than one input item.
A button labeled “Edit Buyer/Sold-To Info” has been added to the Enter/Edit Sales Orders program’s Header Info screen. This button will only be available when the customer associated with the transaction is configured as generic.
The Scheduled and Actual quantities for a work order are now computed/displayed in the stocked-in unit of measure as well as pounds (when the stocked-in unit of measure is not a weight-type unit of measure.
New functionality has been added to the Enter/Edit Work Orders program which will allow an output record to be replaced by multiple records. You will be prompted for the number of records that will replace the selected record. For each new output record, you will be able to specify the output quantity and the parent tag number. This new functionality is only applicable to Stock type output records associated with a Coil, Weight-Only, or Widget type item.
When a customer reference is associated with a sales transaction line, the description of the customer reference will be displayed on customer-facing documents. Previously, the description of the item associated with the customer reference was displayed.
The window shown below continues to automatically pop up on the Enter/Edit Sales Orders screen for Quick Cut type sales order lines. The enhancement introduced in this version of Capstone is that the window now lists the specified size. In this example, 72”.
The sales order payment type "Account Credit" has been added. This payment type is only available when you are using QuickBooks Online as your back-end accounting system. When a sales order payment is entered for this payment type, a debit will be posted to the customer's account.
The Customer Account Detail screen can now be accessed from the Enter/Edit Sales Orders and Enter Sales Order Payments programs.