Naviteer Broker and Distributor Updates

This is a list of the latest updates to Naviteer Editions.  Naviteer programs are updated on a regular basis. 

The version information is available at the bottom of the screen.

Version 19.33.22.4p August 19 2025 through Version 20.6.3.1b January 12 2026

ORDERS

Fix order header column sorting issues. Some columns not showing in the VIEW structure even though in the browse and hot fields via the browse template. Causing

ORDER BY SQL failure as it inserts a 0.

Add multi-user checking to customer order form procedure to check for changes and if the order has been posted. If posted, abort the user's update, if not, the changes will get loaded from the first user update and the 2nd user will need to make their changes again. Also add the same check to the order product form

Fix product lookup by product code where > 1 products exist with same code but different principals

Naviteer Report Builder: contract design completion. Reduced note size on the sales memo and invoice and indented 2". Finish RMA report builder procedure and add support for it.

Fix product price issue on order entry product update procedure reported by various clients. From the last software update. Something broke after the multi-principal product code fix. Fixed and installed update to all installs.

Add option to archive orders by a cutoff date. They stay in the tables for now but are filtered from the browse when viewing All via the new SMH_Archived flag.

Add more vertical resize bars, etc. Update some old procedures. Customer Order History for example

EDI

Fix 875 issues per email. Missing payment terms / due date.

Research/answer email and access to Writeoff data.

875: determine requirements for utilizing the IPP Calculate Sale Total using Net Weight checkbox, either in the EDI data or when the order item is created in SMD table.

875: apply principal products Calculate Sale Total using Net Weight checkbox in the Create Active Orders procedure.

EDI add splitter resizer bar between the header/product browse via EasyResizeSplit

Fix inconsistant non reproducibal product linking issue . Principal orders only, for example: Same product code but different descriptions. Get and restore their latest database backup for testing.

Check some product lookup logic. IPP_Status not being used. SQL to show duplicate principal product (same description, principal and usually different product code) and pack/size (include blank pack sizes).

Investigate and fix 860 issue where product was added when it should not have when there was just a date change.

Change file processing to allow for EDI files to be processed again even though the file is in the file log but ONLY if the record shows not imported (no date) and the 850/860/875/876 counts are all ZERO.  This will eliminate the error message and allow files to be processed via subsequent attempts thus eliminating tech support

communications.

Investigate EDI order that had a blank header but had a line item. They recoved themselves and created/finished the incomplete order.  I was able to locate the file and test imported the two POs contained within.  They processed without issue.  Added to the main EDI window (hidden button) pop the files processed log for quicker access.

Add option to archive EDI orders by a cutoff date.  They stay in the tables for now but are filtered from the browse when viewing All via the new EOH_Archived flag.

850 import refactoring: move file processing to a dedicated procedure.  The process procedure will pass the file name to the new EDIProcess850File procedure.  This effectively clears all record buffers, queues, local and global variables for a 100% clean slate at the start of each new file.

Mobile Phone CRM App

Rename Action Log -> Activities to be consistant with the other main stream CRMs, ie: Salesforce, Hubspot, Zoho, etc.  Rename Opportunities -> Deals and Opportunties. Rename Action Calendar to just Calendar.

Create database table/column mapping to mockup document. Companies, contacts, activities, opportunities, products, lookups, filters, etc

Remove/hide from Activity update forms and browses: Meeting, Private, Status, Importance and Time Spent. Add Closed checkbox. Red if checked. Update the 4 forms and browses.

Add logic to Activity Save/update to set the new Closed checkbox optionally with the default being yes if the start/end date is <= today().

App testing and determining table record errors

Update CMAD install for new Activity Type/Category enhancement. Seed the tables via SQL script.

Try and solve the error mystery of records added to CRMContactLog via mobile app. Added /SETNULL=TRUE /NULL=TRUE to global driver string. CCL:Location was set to NULL by mobile app and blank by Naviteer. Caused error for some reason. Update CMAD install and test with mobile app.

CRM app testing and data validation (required fields). Test with new SQLDriver options added to deal with NULL values.

Date analysis: Isaak: Seems like we have two date formats for two scenarios: For create: 2025-11-06T10:00:00.000 For edit: 2025-11-06T10:00:00.000Z

Data Conversion and Import Utility

Add to NAVSQL.exe's FinalUpdate procedure: routine to update CCL:Cancelled=1 IF Status = Completed or Cancelled as the Status field is now inoperative

Multi-User

Implement RowVersion methodology for multi-user conflict checking and resolution. Primary DCT tables updated with new RowVersion field that gets incremented and

checked with each record update, from forms,posting and other processes.

RowVersion extension template development for ease of multi-user conflict checking and prevention, e.g. add to form procedures. Specify update table and RowVersion field + message to display if two or more people are on the same record at the same time. Add sqlcmd -S MyServer -d MyDatabase -E -i FixRowVersions.sql This changes all new RowVersion fields from CHAR(8)/STRING(8) to TIMESTAMP, which is not directly supported by Clarion. The field is also READ-ONLY and is not updated by the

Clarion apps. Happens automatically on SQL table INSERTS and UPDATES.

Contracts

Eliminate old packaging and replace with Pack/Size on printouts.

Make the printing of the signature box an option, like on orders. Add contract printing to Naviteer Report Builder.

Dictionary

Fix error where FileManager trys to update the new RowVersion and cannot because it's a STRING in the DCT and a TimeStamp type in the DB table. Added the FM3 field option to force the type to TimeStamp.

Fix as did not work: Fix error where FileManager trys to update the new RowVersion and cannot because it's a STRING in the DCT and a TimeStamp type in the DB table. Added the FM3 field option to force the type to TimeStamp.

Add DateArchivedOn to SMemoHeader and EDI_OrderHeader, along with indexes.

SQL Reports

Remove single instance template from Easy Edge browser to allow multiple reports to be run simultaneously again.

AI

Explore embedded a.i. interface requirements.  Have ChatGPT generate the Clarion/Chilkat/Nettalk code and instructions for implementation and a template for easily adding.

Dashboard

Create a "By The Numbers" dashboard procedure that shows important information gathered instantly via SQL's COUNT(*), SUM(), AVG(), etc.  Print option.:  Yes — it’s a very good idea. Naviteer needs a “By the Numbers” dashboard. It’s one of the fastest ways to elevate perceived product maturity, and it gives prospects an immediate “ah-ha” moment:

“This system actually knows my business and shows me what matters instantly.” Spreadsheets can’t do that. Most small brokers have zero visibility unless they cobble together manual summaries. A clean dashboard becomes both a selling point and a daily operational tool.

Version 19.09.09.1d March 3 2025 through Version 19.33.22.4p August 19 2025

SQL REPORTS

Add ability to filter down to specific sets of SQL Reports based on where the user is coming from. For example, if in Accounting last, show accounting reports, etc. Create procedure template to generate code to set the global variable to the SQL Report type upon procedure launch.

ORDERS

Tagging and filtering updates.

RMA

Updates to RMA procedure. Rearrangement of product entry controls. RMA Product entry: Add Auto Fee Calculation checkbox with it being checked by default.

Uncheck to enter a fixed fee.

Version 19.09.09.1d March 3 2025 through Version 19.31.20.4n August 7 2025

ACCOUNTS RECEIVABLE

Fix adjustment posting to allow for the creation of open credits that do not get applied to anything.

Print deposit (preview) AFTER posting. Show POSTED ON MM/DD/YY on print header (proof it was in fact posted since before you could print and then delete deposit).

QBO

Add class lookup to principal customer update form.  Add class import.

Fix: Principal Customer Add issue, Class import issue, test.

INVENTORY PROCESSING

Eliminate record not found error when adding principal product records. Nothing wrong with the data.

PRODUCTS

Add Due Date and Region to Product Sales Tab/list and order item history list.

IMPORT/EXPORT TOOLS (Internal Use Only)

Import/Export tool/template/procedures for customers/prospects. Duplicate check option, truncate customer table option.

Added ImportCode S5 to Customer and Vendor tables for use in backing out batches of imported records when a mistake is made and they need to be re-imported

correctly.

SECURITY

Added more security features. Determined how to add Secwin to the unlimited number of report types (data driven and not procedure/control driven).

EDI

Add new UPC code field to the principal product table. Update 875 import to do a product lookup via UPC code IF no other product code is specified. If no vendor is specified than product MUST exist via UPC code sent. If more than one product uses the same UPC code, link the first one and create an exception message so the user knows to link to the correct supplier product on the final order, e.g.: multiple suppliers of the same product.

875 import: UPC Code lookup and no vendor specified coding, per new option.

Add G70 Pack/Size support which has appeared in customer 875.

G72 segment support testing. Add logic to deal with UPCs that do not contain a product code. Add logic to deal with multi-principal POs.

Add support for new 875 allowance per case in the G72 - Code 5.

Document EDI changes. Some additional refinement. G76 and NTE segment investigation.

Add support for stripping leading 0's from the PO# to the 875. Was in the 850 but not in the 875.

G72 - add multi segment support. Create new EDI_ProductsFound table, browse and report to be used to show the user the products missing and the products that do not

have a description match as the product code might be wrong.

EDI Products Not Found In Naviteer browse tool/product UPC update development.  Missing Products: fix Cancel option issue where it should do nothing.  Fix principal name not showing on SMD products created from EDI line items where the missing product was linked.

Wrote code to update EDI_OrderDetail records where it's not linked to an IPP record. After user uses new tool to update UPC and product codes, this will set the links on the EDI_OrderDetail records that need it so they can then be created to live orders.

Tag Temp Order: disallow IF there are any items with no principal product link or the header is flagged with errors or warnings. Disallow clearing the warnings flag if any items are missing IPP link so they cannot sneak it through.

REPORT BUILDER

Install latest Naviteer Report Builder which has the fix for image display. Test and verify.

PRINCIPALS

Build procedures for new PrincipalManufacturers table and add tab with listbox with add/change/delete to principal update form. To accommodate listing all of the manufacturers and their UPC code that a principal represents. User will also be able to look up a manufacturer and see all the principals that distribute their product(s).

SQL REPORTS

SQL Report interface changes.

ORDER ENTRY

Order header: move Prior Order # to show under Invoice Data, make it editable, make available on searches.

Add Tagging checks to disallow tagging on Canceled orders and posted orders that have already been posted accept if they are QBO users and the order has been posted in Naviteer but not to QBO. Show appropriate messages. Change behavior of Include Posted filter option to just show Posted, Canceled, Terminated orders and not mix them with

unposted.

Tagging Changes

You can no longer tag orders that have been Posted or have been Cancelled.

A message will be displayed.

The exception is that for Quickbooks Online users, if the order has been posted in Naviteer but not in QBO (failed for some reason such as connectivity issues), you can tag and post the order again.  Posting to QBO will be attempted again.

Customer Order List Filtering

There are now two filter options.  The Search Wizard (user defined and runtime queries) is used in conjunction with these two filter options.

The default customer order list (when the window first opens) shows Open orders only (not Posted and not Canceled).  This has not changed.

There are now two checkbox options:

They are initially unchecked.  Checking Include Posted will cause both Posted and Canceled orders to be included with all Open orders.  Turn the checkbox off to revert back to Open orders only

Checking the Posted Only will show Posted and Canceled orders in the list.   Keep in mind that if you have many orders and many are not posted, this will impact performance, e.g. the amount of time required to load the orders from the data server.  It is highly recommended that if you are looking for a specific order, first use the Search field against the sort column (default is Order No) or create and/or apply a Search Wizard query.

Then click the appropriate checkbox.  One or a few orders coming back from the data server is a lot faster than unnecessarily retrieving 100’s or even 1000’s of orders!

You may notice that the Shipped, Not Invoice count top right of the order list now shows the Open Orders count (per any query/filter that is in effect).  This number is more useful. 

It is highly advised that you post orders within a reasonable amount of time of when the customer has received the order and you are fairly certain that changes will not need to be made.  This greatly reduces the overhead on the customer order list and allows you to create Principal Commission Statements and the Principal Commission Aging Report, along with other commission related reports.  These reports only work with Accounts Receivable data which is created when orders are posted.

Canceled Orders and Canceling Orders

The correct method for canceling an order is to use the Cancel/Reopen option shown here:

It is no longer allowed to change the order status to Canceled on the order itself.

You will see this message and the status is changed back to Open:
 

Use the Cancel/Reopen method.

Canceled orders are shown with a red X in the P column.  Posted orders are shown with a green check:

Version 19.01.01.1a January 6 2025 through Version 19.09.09.1d March 3 2025

ACCOUNTS RECEIVABLE

Fixed deposit Reverse logic to deal with any related open credits that were created. Fixed open credit info on the A/R drilldowns from order entry for selected order. Add principal customer name or customer name as applicable per the data. Changed Principal header to Principal/Payor.

Added new 2050 account (Unearned Revenue - over payments/open credits) to the startup General Ledger (G/L) accounts. Added code to add this account and default to it for Open Credits in G/L default accounts, for existing users.

Available open credits show in the list on the receive payment form IF the deposit that generated the open credit has been POSTED.  The open credit gets created during the deposit posting.  Added a message when the payment is saved and it has any open credits being created:

GENERAL LEDGER

Updated General Ledger (G/L) window fonts, sizing and icons. 

EDI

Added option to only download EDI files and not process, to be processed later or in a test database.

Made changes to EDI 997 creation.

CRM

Increase font size and make layout adjustments (font type and size changes moves controls a bit so have to realign) on some CRM windows to match the rest of the system.

QBO

Added option to allow the use of the Purchase Order number as the order number when posting to QBO.

Customer Product Transfer

Customer Product fixes and enhancements, setup per quantity ordered range (child table). Order item form processing update.

System Wide Updates

Window updates, ie: fonts, sizing, positioning, etc. This is ongoing until completed for the most used parts of the system.

Version 18.48.30.5w August 13 2024 through Version 19.01.01.1a January 6 2025

EDI

Made a few modifications to processing of EDI 997 functional acknowledgments.  Principal as a Customer not being created: Updated vendor/principal add form to not add if required fields are missing. Message is displayed. Created EDI procedure to add principal customer after principal is first added via the various EDI import procedures.

ACCOUNTS RECEIVABLE

Adjustments to A/R deposits drilldown.  Refinement of A/R details.  Disallow unposting of orders if there are any unposted deposit allocations.  Added logic to check for unposted deposits containing allocations for the proposed invoice to be unposted. Offer to delete the allocation else disallow unpost and they can remove it manually.  Reverse Single Payment function: add option to create an open credit like when an order is unposted and payments are reversed and sent to open credit(s).  Payment Reversal: add order# to the description of the open credit and G/L transactions.  Add tagging to the deposits table. Add processed tagged option to the Excel Export.  More unpost / reversal / open credit tweaks.  Deposit processing additions: add function to reverse/delete a payment (and all allocations) on a deposit and update deposit header total. Add what was done to the report audit trail.  Fix to update deposit data: we have an issue with posting of deposits. If a customer posts a deposit and the check entry was wrong, we have no way to correct the deposit amount. When we run the Deposit report the amount is not correct. Reverse payment gives the choice of creating a credit or delete payment. The delete payment should lower the check amount on the deposit.

ORDERS

Unpost order: any payments reversal amounts are now moved to an open credit linked to original payment deposit. User can then apply the credit to the newly corrected and posted order.  Hide net weight prompt is none is available.  Add Send To option for headers per BC task. Also added it for the products, useful for big orders in case a user wants to export the products to Excel.  Add option to allow for customer invoice style selection. Less detail and more detail options. Call the matching invoice print procedure. PRSP style and original styles to start with. Long term, will be redesigned via a Report Builder to allow for easy runtime modifications by tech support and the user (but they can't change the original).

PRODUCTS

Added calculate checkbox options to distributor principal product update form.  Add Customer Prices tab to the principal product update form to show all customers that have specific pricing/details for the selected product. Would make it easier to update customer prices as product prices change. One location to drilldown from instead of having to go lookup each customer and product.

QBO

Posting error handling improvements.  Added NAV to invoice number posted to QBO.  Add option to show QBO processing log entries for the selected order. Hide if QBO is turned off.

SQL REPORTS

Allow more than one report to be run at a time, if possible. Resolve issue with running multiple SQL reports. Tested via DEMO login via tsPlus in Chrome browser. Ran multiple reports at the same time (open report preview windows) without error. Turned on MDI for the Easy Edge Chromium preview window. Make the EE Chrome report preview window completely resizable (horizontal). Add more tile options to the main menu frame Window menu.

REPORT WRITER

Added new Report Writer procedure so customer service can make changes to order printouts and create simple reports as necessary.  Installed Report Builder for addition to Naviteer for possible customer invoice / sales memo alternative and general easy to use integrated end-user report writer.   Added templates to the Report Builder.

USER INTERFACE

The Message Box window was set to white. Too much white! I tried a few colors and settled on Alice Blue which is a super light shade of blue not used elsewhere in the system. A visual improvement for all messages, error messages etc.  Hide information that would confuse clients.

INVENTORY PROCESSING

Lot Adjustment improvements, posting to inventory and G/L. G/L window UI Improvements, font size increase, better arrangement of controls, elevate to Naviteer UI standards as G/L has not received any attention since nobody uses but that will change with distributors.

PRICE IMPORT WIZARD

Fix the Check box to use if a header line is in the file does not work. Using the check box removes the top 2 lines not just the header.

Version 18.40.28.4q June 24 2024 through Version 18.48.30.5w August 13 2024

CRM

Fixed random error when browsing Customers/Prospects.

ACCOUNTS RECEIVABLE

Now when you make a Principal inactive, it does an A/R balance check for the corresponding Principal Customer and if there is a balance, the principal and principal customer cannot be made Inactive.  Appropriate messages will be displayed.

Added a reverse payment option.

EDI

Added optional support for creating/uploading EDI 997 functional acknowledgment files for POs that are successfully received and processed.

Made modification to EDI 875 processing to accommodate POs without a vendor ID.

Version 18.34.23.4o May 23 2024 through Version 18.40.28.4q June 24 2024

Accounts Receivable

Enhanced Charges and Adjustments procedures for both customers (distribution) and principals as customer (broker).

Added Debit and Credit Memo updates to footer text and printouts.

Payment processing: disallow open credit creation if no invoices being paid (none available).  Client should use adjustment processing to create an open credit memo.

Add task panels to busy account inquiry windows and do a complete makeover of all controls.

MISC.

Adjustments to SendTo procedure to better fit the operating environment.

Version 18.19.11.3j March 13 2024 through Version 18.34.23.4o May 23 2024

ORDERS

Added unposting of orders to the distributor edition.

Modify "Load COA Documents?" option to print or display via Naviteer PDF viewer.   Added to all the print procedures that need this option.

Added more flexibility in the use of a variable weight product.

Add new late charge terms to print terms defaults for commission invoice.  Use the other for customer invoices but expand so that it prints more text and prints conditionally, after the totals.

EMAIL

Added code to default a new setup to use Naviteer email hosting sender.  The client can add their own email sender if desired. 

The EmailFaxDefaults record is retrieved.  Now, if the outgoing server has not been specified, it and the other fields get set to our new defaults.

These values are passed onto the user when first added and when the user record gets updated at startup IF no outgoing server has been specified. This insures that email is always functional for all users regardless if they are an existing user or a new instance of Naviteer is being installed.

Added a makeover to the email windows.

EDI

Fixed and unsupported file archiving issue.  Made a few adjustments to the EDI lookup of freight allowances.

Started work on adding EDI997 support.

Adjustment to the import of data from customers that use the UP and IN designations for product codes.

Accounts Receivable

Major upgrade involving the complete rework of accounts receivable module. 

Partial payment processing has been added.

Added ability to write off left over amount from an invoice through the payments processing area.

Open Credit: Post Deposit: get # of open credits created and if any, display message telling the user that they can Print credit memos for them via the new Open Credits button where they are listed and there is a new Print Credit Memo button for the selected credit.  The deposit has to be posted first to be able to print as the post logic creates the credit.

Version v18.10.5.1e January 25 2024 through Version 18.19.11.3j March 13 2024

CRM

Added Deep Search capability to CRM. 

EDI

Added EDI 875 and 876 processing to EDI PO Processing.

Fixed EDI 860 related issues.

Added ability to process EDI with various ending segments.

PRODUCT

Repaired issue with price import module.

ORDER ENTRY

Fixed issue with totals showing on main browse window.

Fixed a Back Order flag issue.

ACCOUNTS RECEIVABLE

Fixed issue where principal as customer is not showing on lower table of Receive Payment procedure.

Version 17.48.41.6u November 28, 2023 through Version v18.10.5.1e January 25 2024

CRM

Fixed error that occurs with the Show All checkbox when a sales person is not correctly assigned to a user.

CONTRACTS

Fixed totaling at bottom of contract product releases page.

SALES MEMO PRINT

Eliminated issue where a page break occurs before the terms text.  Added two more fields that can be added to a sales memo printout.

COMPANY

Added date range to company record so fiscal years will be used when posting to accounting.  This should prevent the issue of posting to accounting in a previous year.

Reworked the logo creation procedure to allow logos at left, center and right of the printed documents.  In addition, added lines on the sales memo for phone number and/or email address.  Allowed for elimination of a print signature line.   Fixed the print test button to show an example of the printout.  Modified the logo sizing and clarity.

EDI

Added EDI viewer for inspecting EDI875 (Grocery POs).  An EDI viewer program must be installed on users computer to use viewer.   All non EDI 850 or 860 files are stored in a separate folder for viewing.  This is a temporary solution for working with EDI 875 files.  

USER INTERFACE FORM UPGRADES

Many forms have been upgraded to show required fields.  The required fields will have a red background shading.

ORDER POSTING

Tagging for posting of orders is now multi-user.

EMAILING

Commercial email clients like Outlook, Gmail and Yahoo are requiring external use of the client to abide by new rules.  These are supposed prevent spamming.  These rules also prevent many outside programs to use their email servers for distribution of emails.  The solve this issue Naviteer has created a send only email address that can be used by our clients to send emails easily.  Accounting email was added to the email list as a Type.

VARIABLE WEIGHT PRODUCT ENTRY

Many clients have product that have a variable weight.  The product is entered as an expected average and later the Principal/Supplier will show the total weight on the BOL.   If the commission is based on the total weight, the order needs to be changed for correct commission calculation.  In addition, sometimes product are sold on a carton basis but, the commission is based on weight.  This can now be handled in the application.  Product sales totals can now be entered on a different basis than commission calculations.

COMMISSION INVOICE

Modified invoice to print totals on last page and rearranged the look of the invoice.

Version 17.37.32.6p October 5, 2023 through Version 17.48.41.6u November 28, 2023

CRM

Major upgrade added ability to create customer orders and contracts from opportunities. 

Added user modifiable drop down and option to change calendar subject in Actions entry form. 

Fixed calendar refresh after addition of an action.

EDI

Added EDI viewer for non-supported EDI files.  This is to temporarily facilitate manual entry of these POs.

Naming of IDs used for EDI transactions is now more user friendly.

ORDER ENTRY

Corrected printing error that occurred when a large memo (note) was added to a customer order.

Fixed error that occurred when more than on principal's product is added to an order when the system is setup for single principal orders.

Corrected issue with printout of multi-principal sales memos.  Added a summary page and fixed page breaks on each printout.

Fixed Deduction calculation errors to use all four digits after the decimal to improve accuracy.

Added checks to insure that some order statuses can't be deleted from Status table.

Fixed record not found error when adding a shipper through the order entry form.

MENU

Added Master Product menu item to the Products menu area.

Added Regions to Table Setup Panel menu area under Sales.

PRINCIPAL/SUPPLIER

Added ability to change product price descriptions at the principal/supplier level.

LOT

Fixed problem where an old style lot form was displayed when viewing a lot record.

PRODUCTS

Major upgrade to import of product pricing to allow prices to be imported to up to seven pricing levels along with date ranges.

UI

Increased font size in various areas of the program.  This is an ongoing enhancement.

ACCOUNTS RECEIVABLE

Posting now takes into account the year when posting orders.  If an order is posted in a previous year the system now asks for confirmation.

SQL REPORTS

Added forecasting report to CRM - C6

CONTRACTS

Fixed clearing of contract accrual amount when changing/adding contract product.

Cleaned up some fields on the contract form and eliminated unnecessary tabs.

Corrected the calculation of totals on release page.

Version 17.31.26.5o August 23, 2023 through Version 17.37.32.6p October 5, 2023

EDI

Installed simplified version of EDI 850/860 processing.  Added multi-van import of EDI files.  If imported EDI 850 files are error free, the system can automatically create a customer order.  Error free import of EDI 860 will also update existing customer order automatically if desired.  Added EDI Trail Audit to Customer Orders to see EDI changes that have been applied to an order.  Switched to pull the percent loss allocation from the description string instead of calculating from the EDI loss totals.  It appears loss totals are not reset when more than one product is on the order.

CRM

Moved Sample Orders to the CRM menu.  Opportunity is now fills in when adding action to an opportunity.  Changing contact on action now updates the calendar subject.  When adding an action only the selected company opportunities will show when adding an opportunity.

RECEIVABLES

Added two payment receipt options.  One for Principals ( this is used almost exclusively with Broker sales) and one for customer receipts (used for Distributor sales).

CUSTOMERS

Removed phantom buttons from browse table.  Removed Principal lookup and attachment button from customer record.  This is now done automatically in the background.  Corrected issues with adding default shipping addresses.  Only one address can now be checked as the default.  Repeated creation of billing addresses was fixed.  This occurred when the Create Default Addresses was pressed more than once.   Credit Limit Check menu item was removed from Broker Edition.

PURCHASE ORDERS

Since lots can be received under purchase orders, the create on order lot have been removed.  Removed Excel export since the Send To function does the same thing.

RETURN AUTHORIZATIONS

Fixed main screen to show all items at the bottom of window.

SAAS ISSUES

Fixed issue with idle time error.  The idle time is now controlled only by the login to the system on a user basis.

THIRD PARTY ADDONS

Handy Tools was updated.

PRODUCT SALES HISTORY

Fixed problem where the linked order was not opened.

Version  17.22.19.3i June 12, 2023 through Version 17.31.26.5o August 23, 2023

Security

Naviteer continued work on adding security to the programs.  This security will allow the customers to define what areas of the program are available to individuals in their organizations.  Some of these security measures will be available for release shortly. 

EDI

Additional work was completed on correcting issues with processing of EDI 860s spoils deductions.  Continued work on simplification of EDI process.  Working on multiple DFI (discount) issue.

General Updates

Installed new third party templates to the program.  Upgrading the procedure used for lookups.  Removing global variables to make the program more stable.  Investigating the use of Premiere for reporting.

Posting

Working on multi-invoice posting to increase speed and ease of use.  Order tagging and query wizard support was added to multi-posting.

Version  17.12.11.1f March 27, 2023 through 17.22.19.3i June 12, 2023

Help

The help file has been updated to include both broker and distributor program help.  Help documentation is being updated on a regular basis.

EDI

Fixed issue in 850 import that is not setting the accrual properly from the customer products table.

Added product to add logic to 860.  Lots of code to copy over from 850 and modify to fit POC segment layout.

Cleared tables when adding a new 860 to eliminate false discounts etc.

Order Processing (QBO)

Customer order principal commission posting.  User selects orders by principal and date range.  User tags those orders.  The orders are consolidated into a single order with line items for each order/commission amount.  QBO invoice/bill gets saved so that they can query the orders that were billed via single invoice.  Preprocess to verify that the tagged orders are indeed for a single principal. Unpost process will work but, prompt for QBO link.  Can either delete manually or can delete via QBO Online connection (future).

Created software update document for new QBO batch customer order principal commission posting procedure and upload to help.

QBO batch posting issues.  Cleared QBO posting variables in when cloning an order that has been posted to QBO.  If posted to Naviteer and not QBO, post to QBO only.

Pre-software update testing to insure no regressions from recent EDI 860 changes.  SAC processing was turned on for product add to PO.  Test to make sure it applies any SAC changes to existing products on order.

Added ability to have enter and run multiple VAN locations.

Security 

Adding security options for limiting access to areas of the program.

Version  17.4.4.1b January 19, 2023 through 17.12.11.1f March 27, 2023

CRM

Created Opportunity print procedure and sales quote print out. 

Internal Reports

Updated user interface for report viewer inside Naviteer.

Accrual Accounting

Added accrual to contracts and customer product pricing.  The work flow is as follows:

Some misc. fixes and User Interface tweaks.  A new ICP column was added to the customer sales browse that indicates if the product is in the customer products pricing.

EDI

Adjustments were made to procedures that process EDI860 PO changes.  Fixed issue where quantity is zeroed (removed) when it should not be changed.  Applied code to customer and contract product links to properly apply discounts and accruals.

Order Entry

Added field Contract Warehouse Bill of Lading.  CWBOL.

Lot Browse

Updated the Principal Product button to a view only.  Removed the update lot button at top right.

Version  16.38.23.6t October 25, 2022 through 17.4.4.1b January 19, 2023

CRM

Finished multi-product selection.  Updated Opportunity windows and forms.

Created CRM pipeline products which is a child file for Opportunities.  This provides unlimited product entry for Opportunities.  

Fixed CRM contact browse filter.

QuickBooks Online

Batch posting of invoices are in the production queue.

Released production version of QBO to Naviteer link.

Added sort key by QBO ID to order header.

Fixed terms posting issue.

Added option for posting of zero commission invoices.

Created QBO help documents.

Production testing of QBO setup.

Fields added to Company record to keep QBO login ID and password.

Finished routines to add clients principals (customers), commission products, GL account and payment terms that link back to Naviteer.

Created invoice date setting procedure with options.

Fixed multi-order tagging and posting issues.

EDI

EDI 860 processing, added code to insure files are getting archived after processing.Allow processing of 860s even of temp files exist.  Issue warning when temp files are found.

Fixed issue with canceled orders.

SQL Reports 

Added a search and replace of reports URLs to allow for a master list of reports.

Interface Changes

Merged Customer browse table and Principal Customer tables.

Removed save/restore query option from contract history for selected customer.  Added radiant to customer graph windows.

Added button to Principal browse window to look up principals as customer.  Created new update form to enter principal data as a customer.

Principal and Vendor browse tables added right task panel and reorganized screens.

Fixed inconsistent spelling errors on several screens.

Version  16.35.20.6r  October 17, 2022 through 16.38.23.6t October 25, 2022

Quickbooks Online

QBO testing shows an invoice was successfully creating in QB.  Currently verifying all data transfers.  Created initial QBO installation/setup documentation. Added QBO Principal/Customer adds to QB and links to Naviteer.

EDI

Create SFTP error log table and log any error that any of the SFTP functions return along with date/timestamp and file name (if known).  Fixed issue where some files were being downloaded with zero file size.

After data and code analysis, was determined that the 860 PO lookup should not include the customer because if the customer lookup fails, the

PO is not updated.  Client has multiple customers sharing the same Other ID but with different regions.  The 860 does NOT send the region code via REF*19* like it does in the 850, therefore the customer lookup will fail.  Changed the 860 import to just use PO # and if > 1 found, an error message is logged so they know the process did not update because it does not know which one is the correct one.

Completed new lookup by PO# only and logging.  EDI message fine tuning and new notes.

Accounts Receivable

Apply Payments: payment form not showing Customer on drill down via change.  Fixed.

Version  16.24.10.5i  August 15, 2022 through 16.35.20.6r  October 17, 2022

EDI

Additional work done on EDI850 and 860 processing.  Repaired a periodic error where some downloaded files were transferred without data.  These zero size files are now caught by the system and a log of all file transfers has been implemented to enhance problem solving. 

Created EDI_Senders table for specs unique to each sender, looked up via ISA segment's sender ID.

New EDI option to specify the product code to use in Naviteer product via 2 digit acronym, ie: IN, VN, UP, IT, etc.  Update 850 import to utilize.  Added as a result of date where UP and/or IT are specified.  There can be up to 3 product IDs.  Sometimes the first one is missing (VN) and the product ID to use is in the 3rd slot.  Added support to get the 3rd ID if IT type (don't use UP /  UPC code).

Add support for using definitions in the new EDISender table for each sender ID from the GS segment.

Add support for ShipFromName.  Add as Principal Warehouse if does not exist and link it to the PO's order items.  Was getting added as a customer because we knew N1 contained data.

Ongoing User Interface Enhancements

Customer product update form: increased font size from 8 to 10 and changed to SE UI.  Added Last Add/Chg By field to form and browse.  Was being set but not shown anywhere.

Quickbooks Online

Working on links to the Quickbooks interface using an internally developed API type connection. 

Version  16.15.06.4i  May 16, 2022 through 16.24.10.5i  August 15, 2022

Quickbooks Online

Setup test QBO database with Intuit.

Web Browser

Install Easy Edge (Chromium) browser to resolve SQL Report running issue where external browser not working properly. Add procedure to Naviteer and make it an option like the others.

EDI

Added spoils and discount totals to order item browses. New Discount Total field added to SMemoDetail. Was being calculated on the fly. Update EDI import procedure to set this field as well as the order item entry procedure. Add Region after customer in order browse.  Create process procedure to recalculate all spoils, discounts, new spoils total, new discount total and correct net price and sale total and grand total on Memo Header.

User Interface

Change colors on Task Panels to go with new blue Window gradient.  Change all window gradients to new light gray and task panels to red headers and gray gradient colors.

Order Processing / Customer Contracts

Contract fixes, testing, regional linking, develop process procedure to update orders and link them to contract items by region and customer.  Contract browse search wizard: noticed principal product selection was not available in the query wizard, making it trickier to show all contracts for a specific product.  Contract Product Update Form: hide customer

selection for now to reduce complexity and training. Finish contract linking update process procedure. Add some enhancements for showing expired contract items and quantity release exceeded contract quantity.

Version  15.40.15.6r  December 14, 2021 through 16.15.06.4i  May 15, 2022

SQL Reports

Refined SQL report processor to allow multiple browsers to be used to run reports and create the URL on the fly.

Quickbooks Online Interface

Started Quickbooks online implementations and review.  Added QBO interface by using Chilkat link.  Create process procedure for posting tagged orders. Posting logic moved from

order browse procedure.  QBO posting procedure development.  Tag/Reverse tag procedure that works with the query in effect via Search Wizard.  Data Link Testing procedure,

routines, listboxes, data retrieval for customers, invoices, chart of accounts and G/L entries.  QBO posting procedure development. Prompt for Invoice date to use if one is not specified.

Extensive QBO posting procedure development.

Accounts Receivable

Apply Payments modification to show appropriate customers.

Web Browser

Updated to new Chrome Explorer 2.x.

User Interface

Started on redesign of user interface. 

Version  15.20.3.4i August 17, 2021 through 15.40.15.6r  December 13, 2021

EDI

•The EDI module now includes the import of X12/V4010/860 C&D: 860 Purchase Order Change Request files. The EDI interface has been specifically developed and tested with Costco generated files (v1.1 850 and v1.2 860) and distributed via the OpenText network via the SFTP protocol (secure file transfer).

•EDI 850 import/order creation now supports regional contract linking.

•EDI 850 import now fully processes canceled POs.

Customer

•Fix customer selection filter on contract header and product update forms to exclude principal customers.

•Customer/CRM update: address1, city, state and zip are now required fields.  Other cosmetic tweaks.
 

•Customer order item entry: Record Not Found error (after item add) eliminated.
 

Order Entry

•Add address, city/state/zip to sales memo print under Sold On Account Of.

•OC, Pick Ticket and Invoice overlapping text issue fixed.  Cosmetic enhancements.

•Customer Orders: fix order confirmation printing of non-inventory / shipping charge items.
 

•Sales >> Customer Pricing: filter updated to remove principal product’s Include on Product Reports flag = True.  All Active products are now included in the product price list, which shows the customer’s designated price.

•Customer order item, selected contract product not filling in fields.  Fixed / design change to do so.  Previously, you needed to first select the product and then select the contract item to link it.
 

•Create Startup Data: option to Limit products on customer orders to a single principal is now turned on as the default.  Customer orders do support mixing multiple principal products and the appropriate page breaking occurs on the printouts and posting to A/R and G/L, one of the unique features of Naviteer!
 

•Distributor customer orders: Shipping Amount on the header is now hidden as this is accommodated via the non-inventory product/service entry which posts properly to A/R and related G/L account associated with the item.

Lot

•Created new minimal Lot update procedure.  This is a system option under Extended System Options >> Warehouse/Inventory >> Use Simple Lot Update (minimal requirements). 

•Lots can now be added outside of Inventory Receipts as well as for the selected Purchase order.  Previously, you had to create an Inventory Receipt via Warehouse >> Inventory Receipts, which is better for a more complete audit trail, damaged counts, etc.

•Lot update: the correct Supplier name now shows.  Purchased From prompt renamed to Supplier.  Purchased For prompt renamed to Principal/Consignee to be consistent with the Principal Product update form.  Changed on Lot browse (F5) column headers as well.
 

Purchase Orders

•New Purchase tab in Extended System Options with these options:

•Purchase Order and Order Confirmation redesign.  There are no longer any limitations on the amount of shipping note and terms text that can print.  Things moved around, ie: totals now print after the last product and shipping charge section.  A signature line was added.  There is now an option to omit it from printing.  You can also specify the signature line text in Extended Options (Alt-F11) >> Purchase (tab).

•Purchase Order principal selection now only shows Distributor Principals

•PO Number added to contract release table.
 

•Purchase Order Principal/Consignee selection now only shows Distributor Principals (principals related to a distributor company).

Contracts

•Contract printing has been reduced to one print option.
 

•Contract Release generation logic updated to include commission calculation.

•Purchase Contract issues fixed.

Principal

•Principal selection/browse now shows a new Distributor Principals tab.  Principals are associated to a company.  The company can be Broker only or Distribution.  Some companies are brokers (commission sales) AND Distributors (buy/sell product).  Purchase Orders are used to purchase product so the principal/consignee selection should only show Distributor Principals for selection.

•The Principals tab shows broker only type principals.

Options

•New options in Extended Options (Alt-F11) >> Sales (tab):

Company

•Company add now allows duplicate company names.  This is desirable when the system is used to manage both a Broker business and a Distributor business with the same name within the same Naviteer database.  Sales and financial reports can be separated.

•Company change: password no longer required.
 

Misc.

•Numerous distributor version related UI changes and refinement.

•Warehouse/Shipper browse: Record Not Found error (after Add) eliminated.
 

CRM

•CRM Action Calendar user filtering changes/fixes.  User drop list now sorted by name.
 

Accounts Receivable

•A/R >> Apply Payments: design change: You now clearly select either the Customer (distributor order payments) OR the Principal Customer (broker order commission payments).  There is a new Show Invoices button adjacent to the above.  After selecting the Customer OR Principal Customer, click (or use Alt-I = keyboard shortcut) to show the open invoices.  For Broker only users, the Customer selection is disabled.
 

Version  15.20.3.4i  August 16, 2021

EDI

•EDI help documentation has been added to the web help.

Regional Contracts

•Contracts can now be added by customer or region.  A regional contract is associated with a set of customers linked to a region.

Version  15.14.1.3g  June 1, 2021

EDI

•Major upgrade - Added new procedure to allow for import of POs by EDI.  The current version allows for import of EDI 850 and EDI 850 records.  The system links to the Value Added Network (VAN) and downloads the POs into a temporary table.  They are then reviewed by the client and accepted as an order entry.  After the client has tested the manual acceptance system an automatic entry of orders can be implemented.

•The upgrade adds a new procedure to the porgram which is available as an EDI server.  This is an optional add-on the the Naviteer suite of programs.

Version  15.8.1.1e  April 19, 2021

EDI

•First cut of EDI upgrade is installed for testing.

Orders

•Added refresh button to customer order to load spoil % from Principal record.

•Add option to use discount amount and discount % at the same time.  They used to be mutually exclusive.

Reports

•Implemented new option to specify % to shrink company logo.

Version  14.35.19.9r  January 20, 2021

Orders

•Added % Loss entry (Spoils) to order details.

•Equated Price 1 with the Sell/Xfer Price on an order.  This allows the import of price change tables for Principal Products.

Reports

•Reworked Commission Statement and Aging Report.

Version  14.34.19.9r  January 12, 2021

Search Wizard

•Simplified selections by eliminating old fields that did not match current table design.

•Added Runtime fields to make saved queries more flexible and easy to use.

Products

•Added new Price Import procedure to Products.

Principals

•Added new discount field for entry of spoils (% loss) by Principal.

SQL Reports

•Updated Chrome Browse to refresh screen after changes.

Version  14.28.18.8p  November 23, 2020

Naviteer CRM

•Added spell check to action and opportunity notes.

•Fixed initial event loading to now show the user running Naviteer CRM if they are not an excluded user.

Customer

•Added Notes tab and spell check.

•Added spell check to print notes tab.

Email

•Added spell check to message area.

Order Entry

•Set contact from customer's default contact on header.

•Price setting bug fixed.

•Zero price warning message added.

•Price fields expended to 4 decimal places to match sale price.

•Added spell check to print notes.

•Re-ordered product form to create a cleaner look.

•Amount per quantity commission is now 5 decimal places.

Principals

•Added spell check to notes tab.

Products

•Customer pricing form now pops up the correct form.

•Moved packaging group to a sperate form and added product pricing to main screen.

•Last price update was added at lower right of sales prices.

•Price import procedure added to application.

Version  14.26.17.6n  October 20, 2020

Naviteer CRM

•Corrected issue with action entry posting to calendar.  The End time entered must be greater than or equal to the Start time.

•The calendar loads faster by showing only working hours.

•Under Prospects/Customers when a customer is selected the Information menu item on hte right task bar shows the Order History.  This was enhanced to show the related customer history which allows printing of a selected sales memo.

General

•The help menu was modified to load web pages via an internal chrome browser.

•Help > Support opens the Naviteer support ticket page on the Naviteer website.

Version  14.24.17.6m  October 12, 2020

Naviteer CRM

•CRM Calendar resizing has been changed to allow shrinking of the calendar as much as is needed to fit the screen.  Add/Chg/Del button text removed so buttons can move better without overlap on resize down.

•In the calendar, a day with an event will show as a click-able down arrow which can be selected to view the events on that day.

•New Copy option for all Action Logs.  Selected action is copied and shown on the action update form for editing.

Orders

•Prospects/Customers >> Information >> Order History >> Print SM: now invokes the correct SM print procedure per the Alt-F11 order options.

•New customer payment terms override/lock check-box to the right of the terms on the customer order header.  Check and then pick whatever terms you want, overriding the default customer principal, customer or principal terms.

General

•Corrected some login issues.

Version  14.22.13.5l  September 30, 2020

Naviteer CRM

•Date picker (right task bar) now defaults to 7 days before the current date and 30 days after.

•All Show All check boxes have been disabled for CRM only users.

•A drop down has been added to the calendar to allow full access users to see any user calendar.

•Actions marked as completed or closed are removed from the calendar.

•Added new theme to calendar to match overall look of application.

•Changed Actions to display as a default Company, Start Date and Action.  This can be change to Action, Company and Date under User Options.

•Design changes to calendar: date format, resized controls and reorganized screen for clarity.

Orders

•A fixed discount for each line item can be added to an order.  This shows up on the order printout as defined by the client.

•Fixed pricing related issues.

Version 14.20.12.5k          September 8, 2020

Naviteer CRM

•Updated to the latest CRM Calendar template.  Major changes to the calendar template.

•Removed some unused action fields and rearranged tabs.

Contracts                              

•Converted from file system so temporary information is multi-user compatible.

•Upgraded release processing.

•Added new releases notes field.

•Added Release tab to Contract form.

•Added delivery time to Contract table.

Customer Products          

•Added fixed price discount to product and sales memo tables.

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