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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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”
Improvements and corrections
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
Improvements and corrections
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
description, move horizontal line above surcharges
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
description, move horizontal line above surcharges
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
description, move horizontal line above surcharges
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
description, move horizontal line above surcharges
Workers Compensation Remittance – verify data for changes to employees, improve report
description
2.8.9 February 5, 2018
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
description to use short name
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
description to use short name
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
description to use short name
2.7.16 January 11, 2018
Improvements and corrections
Correct T4 Box 14 amount for employees that have taxable benefits
2.7.15 January 10, 2018
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Improvements and corrections
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
methods, unsuppressed communications sections
Order Confirmation – improve ShipTo address linking for ShipToIDs with spaces, update payment
methods, unsuppressed communications sections
Packing Slip – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed
communications sections
Pick Ticket – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed
communications sections
Process Slip – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed
communications sections
Quote – improve ShipTo address linking for ShipToIDs with spaces, unsuppressed
communications sections
RMA Order – improve ShipTo address linking for ShipToIDs with spaces, Update payment
methods, unsuppressed communications sections
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
methods, unsuppressed communications sections
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
Note: Database changes to the following tables;
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
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
Note: Database changes to the following tables;
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
Top Related