Notes for Release 8.0.10.0

hpCommerce Orion Release Notes


Build 8.0.10.0

Released March 31, 2022


New Features and Functionality

  • Ability to Duplicate an Invoice from Customer Account History
    You can now duplicate an invoice directly from the Customer Account History [G-F5].  Once the invoice is duplicated either to a new Sales Order or a new Quote you can immediately edit the newly created document.

  • Ability to Import Vendor Quantity Available
    This feature is used to send a vendor's quantity available to Orion's various eCommerce integrations and sales channel integrations.  You can use [M-N-F11] Import Vendor Quantity Available to update the available quantity that a vendor has on hand.  This is used in cases where Orion does not automatically integrate to this vendor's service and a spreadsheet of this information is available.  Each time a specific vendor's quantity available is imported is will ZERO out all current available for that vendor and add the new available per the imported spreadsheet.

  • New Open Item Status Report for Customer Management
    This report is intended to be used to advise the customer on the status of their open orders with you.  Once a customer has been opened in Customer Management [G] you can then use [9] Open Item Status Report to print this new report.  Here are some notes:
    • The report will list all items that the customer has on open orders or the Back Order ledger.
    • Only one line will appear for a given part.  All activity for that part will be summarized into that line.
    • You can exclude a Product Line or a Part from appearing on the report by using the new flags that have been added to Product Line Code Maintenance [L-B] and to Part Number Maintenance [L-L].  These new flags are labeled "Exclude from Status Report".
    • The report is automatically addressed to the customer in the header of the report.  If a purchasing contact has been defined for the customer via the customer contacts section of Customer Management the the report will also be addressed to those contacts.
    • If the report is being emailed then it will automatically load the email addresses of any contacts that have been defined as having a purchasing designation.

Improvements to existing Features

  • Gross and Net Sales Comparison Reports have been updated
    These reports found at [M-L-F5-F7 and F8] have been improved:
    • A new column labeled LVL has been added to hold the current Part and Labor pricing LVL for the customer.

  • The Price Update feature on the Header Page of Sales Order has been enhanced to update the List Price too
    On the header page of a sales order you can use [F11] to update the pricing of the items on a Sales Order.  This feature has been updated to include the List Price too.

  • The Back Order Maintenance and Ledger [L-K-B] has been dramatically enhanced
    Many new tools and functionality has been added to the Back Order ledger.  Below is a summary of these improvements:
    • A Selection Column "S" has been added to the grid.  These allows you to select one or more back orders to update.  Options have also been added to Select All and Unselect All.
    • Once items are selected or an individual item is highlighted you can perform several new actions:
      • You can update the pricing of all selected items.  This will use the current pricing profile of each customer to update the pricing on the selected back order.  It will also update the pricing of the line item on an open sales order that the back order is associated with.
      • You can release the quantity held for all selected items.
      • You can cancel all selected back orders too.
    • You can manage and "lock" the pricing for and individual back order.  Select a single back order line and select [U] Update Pricing.  This will open a dialog that you can use to hand edit the selling price of back order and even lock this pricing so that it cannot be updated by any other means.  When this back order is then added to a sales order it will bring forward this adjusted selling price into the sales order.
    • The main purpose of these tools is to allow bulk updating of pricing of back order items in cases where there has been a price increase and prior pricing will not be honored, only the new updated pricing.

  • The Open Sales form [M-G-F6] has been updated with powerful tools to help you manage open orders
    Many new tools and functionality has been added to the Open Sales order form.  Below is a summary of these improvements:
    • A Selection Column "S" has been added to the grid.  These allows you to select one or more sales orders to update.  Options have also been added to Select All and Unselect All.
    • Once sales orders are selected or an individual order is highlighted you can perform several new actions:
      • You can update the pricing of all select orders.  This will use the current pricing profile of each customer to update the pricing on the selected sales orders.  It will also update any pricing of any associated back orders.
    • These options can also use the new Selection Column to do bulk updating:

      • Hold Order

      • Release to Picking

      • Pick in Progress

      • Ready to Verify Pick

      • Order Modified

      • Release to Packing

      • Ready to Ship

      • Toggle Verified

  • Purchasing Contact has been added to the designations that can be used to define the function of a contact's email address
    These designations are made via the "Documents Type" section on the Add Contact form [E-F1] of Customer Management [G].