221.0.62

Issues Resolved Change in Functionality
Issues Resolved
  • [#13377] Fixed issue where sale quotes, proformas, orders, and returns created within an opportunity were not correctly linked to the opportunity after creation.
  • [#12541] Enabled the opportunity lookup when creating a sales quote, proforma, order, or return from the accounts tab, allowing users to link an opportunity.
  • [#12375] Enabled the end user lookup when creating a sales quote, proforma, order, or return from the accounts tab, allowing users to link an opportunity.
  • [#14067] Resolved issue causing duplication of SiconCRMSOPOrderReturn records when creating sale quotes, proformas, orders, and returns.
  • [#13859] Fixed API issue where manually overridden stock item unit prices on sales orders were reset to default values.
  • [#13808] Added support for pulling analysis code defaults from other SL analysis codes on the document level.

Change in Functionality
  • [#12827] Creating a sales quote, proforma, order, or return for a company will now default the account manager to the current employee unless an account manager is set on the CRM company.

Software dependancies: Common Components 221.0.95

Date applied: March 26, 2025