Welcome to the Ideal 9.12.0.XXX Release Notes Page

Ideal follows a 4 week release cadence to allow important updates and fixes to be sent out as quickly as possible and deliver changes in smaller more easily consumed increments. This model is safer, easier to manage and less intrusive for users.

Ideal Cloud Updates: Thursday evenings between 9pm CST and midnight CST.

NOTE: Release days are moving to Tuesdays beginning 7/19/22 and will extend over 2- 3 days.

Locally Hosted update: Updates are enabled and should begin showing up within 24-48 hours. An update notice will be presented admin users on first login of the day following the day the update was enabled. Normally Thursdays.

Next planned Release (scroll down for Current release)

IDEAL 2024-12 Release Notes

Release Date: 01/14/2025

Ideal Version: 9.12.0.1256

Ideal Connector Service Version: 9.12.0.367

Ideal System Service Version: 9.12.0.367

Ideal Feed Service Version: 9.12.0.367

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Product Area: Target Pay

Release Note:

You can now capture signatures on Invoices and Sales Orders using Target Pay.
To enable this feature, ensure your signature device is set up with Target Pay. If it isn’t, please contact the support team for assistance.

Here’s how to set your signature device:
- Go to File -> User Settings
- Then Click on the Signature Tab
- Click on the Device dropdown and choose “Payment Terminal”

To capture signatures when finishing an order, follow these steps:
- Once Sales Order or Work Order is created
- Click “Finished F4” Button at bottom of the screen
- Check the checkbox for Get Signature where you want to take signatures
- For signature on Order choose Leave as Order and Get Signature as shown:

- Once you Click “OK” it would open up the Target Pay window on the screen
- Click on the Capture Signature Button inside the Target Pay window to complete the process.

- Once the signatures are captured they will be printed on an Order/Invoice below.

Product Area: Target Pay

Release Note:

We’ve added the Saved/Vaulted Cards functionality for Target Pay! This feature allows users to securely vault and save customer card information used in transactions.

Exciting Features for Target Pay Saved/Vaulted cards

Decide at Point of Sale whether to save card for that transaction.
Access all saved/vaulted cards for a customer across Target Platforms (Currently the Target Point of Sale Mobile App)
Gives you an ability to vault credit cards information from Terminal Device

Here how it works for Target Pay

How to Enable Save/Vaulted Cards for Target Pay
- Go to File -> User Settings
- Under Merchant Tab
- Choose Use Saved Cards option
- This will also vault the cards in Customer Merchant Service under Customer Properties.

To save cards for customers during transaction
- Once you finish the order, Navigate to Payments screen.
- You will see a new option to Save Card
- This feature allows you to decide whether to save the customer’s card for that specific transaction

Note: The Save Card option will only appear on the Payments screen if Use Saved Cards is enabled in User Settings.

- Once PMT Credit card is selected on the Payments screen, The Target Pay Payments screen will open.
- Inside the Target Pay screen you will see an additional Tab labelled as Saved Cards
- This will display the list of customer’s saved and vaulted cards for easy access across all the Target apps (Currently TargetPOS)

- Target Pay also allows you to securely vault or save cards through the Terminal.
- The card information will automatically be saved under Merchant Services in Customer Properties.

Once the card is saved it will appear under the Saved Cards Tab inside Target Pay screen the next time you create an order for the same customer.

How to Vault Customer’s Card for Target Pay
- Go to Applications – Customer – Customers
- Select customer and then click “Properties F7” at the bottom of screen
- Navigate to Merchant Service Tab and click on “Add Payment Info” Button
- Target Pay Payments screen will be opened
- The Target Pay Payments screen will open, where you can either swipe a card or manually enter the card details to vault it.

- Once the card details are entered manually or swiped, the saved card will appear under Merchant Servicestab of Customer Properties screen.

All saved and Vaulted cards for the customer will be displayed under the Merchant Service tab in Customer Properties for easy access and management.

Product Area: Other

Release Note:

Ideal now offers Avalara Sales Tax Integration, replacing the existing Ideal sales tax engine and reporting.

For setup assistance or more information, please contact Ideal Support. You can also refer to the detailed documentation available in our Knowledge Base article

Product Area: Target Pay

Release Note:

For Remote Payments added an enhancement that when a payment request is made on a sales/work order on customer’s cell phone it notifies CRM user via Payment Card inside Customer’s Conversation inside target CRM that the payment request against an Order has already been made from IDEAL.

Product Area: Sales Order

Release Note:

A new prompt has been added to notify users when an order is fully paid with no outstanding balance when requesting another payment on an Order through Remote Pay.

This message will appear in the following cases if the order is fully paid:

Clicking “Remote Pay” Button at bottom of Order Entry screen
Selecting AR Type Remote Payments from the Payments screen

Product Area: Target Pay

Release Note:

A new option has been added under Remote Pay Dialog allowing you send Sales/Work Order details to your customers along with the Payment request

By Default “Include Receipt” will be checked. When enabled,

EMAIL: Attaches the Sales/Work Order PDF file with the payment link

TEXT/SMS: Includes a link for customers to download the Sales Order PDF directly to their mobile device.

NOTE: Sales/Work order report sends with payment link is the default one set under Report Settings inside [Print Sales Order] and [Print Work Order] Reports.

Product Area: Target Pay

Release Note:

Target Pay now includes the ability to request payments when emailing customer statements.

Under Customer Statements, enabling the Include Payment Link option will add a payment link to the statement sent to the customer.

Bugs Fixes

Product Area: Reports

Release Note:

Fixed an issue where selecting Include Payment Link under the [Print Customer Statements] screen was not automatically adding the payment link to the account statement template. This is now resolved.

Product Area: Reports

Release Note:

Fixed an issue for [Employee Labor Efficiency Report] when Labor Type Filter was used it was skipping the Labor entries associated with the Work Order.

Product Area: Reports

Release Note:

Fixed an issue in [Sales Order Report] where S/N Label were printing below the Dealer Options (Parts and Labors) when a Unit with Dealer Options is sold on a Sales Order. This has been fixed now.

Product Area: Other

Release Note:

Fixed an issue with the Pick List file import, where custom file names were not importing into IDEAL. Additionally, other pick list file format issues have been resolved.

Product Area: Other

Release Note:

Fixed an Error that was randomly occurring upon closing Tabs using the X Button. This issue also happened occasionally when closing all Tabs and then exiting IDEAL with the X Button on top right corner.

Product Area: Rental

Release Note:

Fixed an issue where payments made through Remote Payments on a Rental Quotation were received in IDEAL but not applied to the Rental Quote.

Product Area: Sales/Invoicing

Release Note:

Addressed an issue where rapidly pressing keys to enter a customer name while the Order Entry screen was loading set the order defaults to NULL. Now, any keyboard input during loading will be cleared, and typing will only be allowed once the Order Entry screen is fully loaded. Further improvements are in progress to make this functionality smoother.

Product Area: Target Pay

Release Note:

Fixed an issue where Referenced Returns were not working for deposit refunds on orders. Users were prompted to Target Pay Payments screen instead of using previous card information for refunds.

Product Area: Target Pay

Release Note:

Referenced Returns for Target Pay were not working for Rental Quotations when an amount is refunded back under Billing Activity. This has been fixed now.

Product Area: Target Pay

Release Note:

When credit card deposits were used to Invoice an Order then upon returning items and refunded amount back to customer’s credit card was prompting a User to swipe a card rather than using the previous credit card information to refund the money, This has been fixed now.

Product Area: Target Pay

Release Note:

ISSUE:

When posting undeposited funds under the [Bank Account Deposit] screen, leaving the Account ID blank resulted in the fee being deposited into a Null Bank Account.

RESOLUTION:

The Account ID field can no longer be edited or left blank.
If the Account ID is blank, a prompt will require the user to enter an Account ID before depositing funds into a bank account.
Once the fee is posted to the selected account, reopening the [Bank Account Deposit] screen will automatically populate the Account ID with the previously selected account.
The Account ID can still be changed by clicking the field, which opens an Account ID lookup to select a different GL Account.

Product Area: Wholegoods

Release Note:

Fixed an issue with STIHL Canada Product Registration, where attempting to register a unit caused an error to appear on the screen

Current Release

IDEAL 2024-11 Release Notes

Release Date: 11/19/2024

Ideal Version: 9.12.0.1195

Ideal Connector Service Version: 9.12.0.361

Ideal System Service Version: 9.12.0.361

Ideal Feed Service Version: 9.12.0.361

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Bugs Fixes

Product Area: Target CRM

Release Note:

Files downloading from TargetCRM within Ideal Hosted were not saving in the local file directory. This has been fixed now, Any file that will be downloaded from TargetCRM will be saved under your Local file directory. This was happening for Hosted users only.

Product Area: Order Imports

Release Note:

When an Orders coming from Target POS and Target Web apps into IDEAL, it was recalculating sales tax on those orders in IDEAL. This has been fixed now. Any Order/Invoice coming from those platform will retain the sales tax that is calculated on those platforms.

However, if any change to an Order is made into IDEAL then tax will be recalculated based on the Ideal tax setup.

Product Area: Gravity/Payments

Release Note:

Previously, we added a new confirmation message upon clicking “Deposits” Button under Payments screen that voids/cancel any payment taken on an Order. Upon Clicking “Yes” on the Confirmation Dialog was voiding the credit card payments inside ideal but not at the Gravity side. This has been fixed now. Any credit card transaction if voided in IDEAL will gets voided at the Gravity side as well.

Product Area: Rental

Release Note:

Fixed the following Error on a Rental Quotation which was occurring when sending a payment link on a Quote.

Product Area: Rental

Release Note:

Fixed an Error that was occurring when opening Rentals inside IDEAL.

Product Area: Work Orders

Release Note:

Fixed an issue under [Work Orders] screen where “Show Scheduler” Button was not functioning properly.

Product Area: Purchase Orders

Release Note:

Fixed Buttons visibility issue on [Purchase Orders] screen.

Product Area: Account Receivables

Release Note:

“Update” and “Cancel” Buttons were missing under [Receivable Adjustments Entry] screen which has been fixed now.

Hot fixes under 2024-11 Release

Product Area: Reports

Release Note:

Fixed an Error for a specific customer that was occurring when Printing Sales Quotation under [Order Entry – Estimate] screen.

Product Area: Finance & Insurance

Release Note:

When changing Tax Class of a Trade In Unit under [Order Entry-Sales Deal] screen the sales tax value on Sales Deal was not refreshing at real time until you click anywhere on the screen. This has been fixed now.

Product Area: Sales/Invoicing

Release Note:

Text/Email Notification Button was not visible under [Sales Invoice] Details screen. Moreover, some additional Buttons were showing up inside the screen. This has been fixed now.

Product Area: Finance & Insurance

Release Note:

“Delete” Button was not previously visible under [Order Entry-Sales Deal] screen which has been fixed now.

IDEAL 2024-10 Release Notes

Release Date: 10/30/2024

Ideal Version: 9.12.0.1170

Ideal Connector Service Version: 9.12.0.353

Ideal System Service Version: 9.12.0.353

Ideal Feed Service Version: 9.12.0.353

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Bugs Fixes

Product Area: Other

Release Note:

Fixed an issue for AGCO – Inventory Submit Interface where IDEAL was sending Zero Demand & Hit Values to AGCO. This has been resolved now.

Product Area: Reports

Release Note:

Fixed an issue for [Employee Labor Efficiency] Report under Work Order Reports where Labor Type filter was not functional.

Product Area: Reports

Release Note:

Added an ability to include License Number from Finance Company on the F&I Forms so it can be printed on the Form.

Product Area: Sales Order

Release Note:

Fixed an Error on [Order Entry-Sales Order] screen when adding parts to the Order was giving Error on the screen. This was happening in case when the part added to the order has the supercede part with same part number.

Product Area: General Ledger

Release Note:

Reduce the screen loading time of [Bank Account Deposit] screen which was previously taking much time to load.

Hot fixes under 2024-10 Release

Product Area: Sales/Invoicing

Release Note:

Previous Deposits section under Deposits screen was not showing which was also hiding Return Deposit Button. This has been fixed now.

Product Area: Products

Release Note:

Price Code filter dropdown under [Products] screen filters was not showing which has been fixed now.

Product Area: General Ledger

Release Note:

Fixed an issue on [Bank Account Deposit] screen under General Ledger where Selected Deposit Field was showing Amount you choose to deposit into a Bank account inclusive of surcharges for Gravity Credit Card transactions. This has been fixed now.

Product Area: Target Web

Release Note:

Fixed an issue for Order Imports when Orders coming from Target Web were not importing into IDEAL successfully if there exists any product with blank description on an Order.

IDEAL 2024-09 Release Notes

Release Date: 10/02/2024

Ideal Version: 9.12.0.1150

Ideal Connector Service Version: 9.12.0.345

Ideal System Service Version: 9.12.0.345

Ideal Feed Service Version: 9.12.0.345

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What’s New

Product Area: Wholegoods

Release Note:

STIHL Unit registration offers an extra warranty as Double Your Warranty when Battery Operated Unit is sold to your customer along with extra set of batteries. We added that ability under STIHL Unit registration process to choose Double Your Warranty if Unit you are registering is Battery Operated and sold with additional batteries to the customer.

Upon Clicking Product Registration Button under Wholegood Properties an Additional Interface Information Dialog will be opened on the screen.
Under this Dialog you will see Double Your Warranty option which will be False by default.

Once you set it to True you need to choose Double Your Warranty Type which is mandatory once Double Your warranty is set to True.
It will show four combinations which you can choose based on the batteries combination sold to the customer.

Choose the Type which is applicable for your Unit and Click “OK” to finish the registration process.
Please note that Double Your Warranty and Ultra Warranty can’t be set to True at the same time.

Bugs Fixes

Product Area: Reports

Release Note:

Fixed an issue for [Sales Order List] Report when clicking on Last Page icon under Report Preview was giving “No Records Found” Message on the screen.

Product Area: Reports

Release Note:

Fixed an issue for Sales and Work Orders report in which Printer Page settings under Report Settings were not functioning for Duplex Printing.

Product Area: Employee

Release Note:

IDEAL was allowing to delete employees that have completed appointments and Orders which disappeared them from Employee filters under certain Work Orders. This has been fixed as we are now no longer allowing to delete any employee who has any completed appointments or the Orders. They can only be marked inactive.

Product Area: Sales/Invoicing

Release Note:

Fixed an issue on [Order Entry-Sales Deal] screen when opening the existing sales deal if it is already opened by another user was giving an error on the screen.

Product Area: Sales Order

Release Note:

When adding an item from [Products] screen to an Order was always picking the CP from the User Properties. This has been fixed and whenever an Order will be created from Products screen it will always pick a CP that is assigned under your Sales Order defaults.

Product Area: Gravity/Payments

Release Note:

Fixed an Error under [New Recurring Receivable] screen when Posting Recurring Transaction when Use Card on File was selected. Please note that Use Card on File option is currently available for ChargeIt Pro only.

Product Area: Reports

Release Note:

Fixed an error that was occurring upon opening Report Wizard under [Account Register Report]

Product Area: Product

Release Note:

Fixed a visibility issue for Product Activity where Qty Detail and Qty History Tabs were not showing all the information and hiding history. This has been fixed now.

BEFORE:

AFTER:

Product Area: UI

Release Note:

Improved Font Visualization in most of the screens to improve readability and make it consistent all over the application. Please note that we are still working on it in some of the areas to make it more better and readable.

Product Area: Sales/Invoicing

Release Note:

Fixed an Error that was occurring when reversing Sales Deal from [Sales Deal History Inquiry] or from [Customer Activity] screen.

Product Area: Sales Order

Release Note:

Added a new setting under User Settings that will give an ability to the user to navigate on Order entry grids similarly as in Excel. If an option showing below is selected then pressing Enter key will move the focus to the bottom field in the grid and Tab key will shift the focus to the next field.

Please see 2024-08 Release notes What’s New section for detailed overview of the functionality when this option is opted by user.

Product Area: Sales/Invoicing

Release Note:

Fixed an issue where Order Entry screen was opening as a small window. We have readjusted the Order Entry window size to scale properly on the screen.

BEFORE:

AFTER:

You can adjust your restore window size which will be saved and next time when the screen will be reopened it will remember the previous size.

Product Area: Sales Order

Release Note:

Fixed an Error that was occurring when opening new [Order Entry – Sales Order] screen.

Product Area: Sales Order

Release Note:

Fixed an issue where Weight Allocated and Weight Ordered Under Order Tab on Order Entry screen were cutting off and was not displaying properly.

Product Area: Sales Order

Release Note:

Gross Profit Margin field was not showing under Order Tab inside Order Entry screen. This has been fixed now.

Product Area: Rental

Release Note:

Fixed an issue where sales tax was not matching with IDEAL under Rental Quotation and was showing the difference of +-$0.01 from IDEAL.

IDEAL 2024-08 Release Notes

Release Date: 09/11/2024

Ideal Version: 9.12.0.1140

Ideal Connector Service Version: 9.12.0.343

Ideal System Service Version: 9.12.0.343

Ideal Feed Service Version: 9.12.0.343

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What’s New

Product Area: UI

Release Note:

We did some improvements to Ideal fonts and visuals on high scaling and resolution. When your windows scaling is set to more than recommended level, Ideal will adjust the fonts and visuals accordingly with your scaling level. We are still working on it to improve visuals and fonts under high scaling and resolution.

Product Area: Sales/Invoicing

Release Note:

Added an Excel like functionality on Order Entry and Purchase Order Entry forms to make Order processing quick and easy when using Keyboard Keys.

This is currently implemented on the following screens;

- [Order Entry – Sales Order]
- [Order Entry – Quote]
- [Order Entry – Work Order]
- [Order Entry – Estimate]
- [Order Entry – Internal]
- [Order Entry – Sales Deal]
- [Purchase Order Entry]

Here are some of the Keyboard keys and their respective actions that are implemented.

Enter: Pressing Enter will move the cursor focus down to the field where the focus was previously in.
- If the cursor focus is on the last row field, Hitting Enter will add a new Line under your Line Items.
Tab: Pressing Tab will move the cursor focus to the next field
- Under Last Item Field Hitting Tab will add a new line under Line items list.
Shift+ Enter: Will move the cursor focus up from the field where cursor was previously pointing.
Shift+ Tab: Will move the cursor focus to the previous field

You can also watch a short demonstration from here.

Product Area: Finance & Insurance

Release Note:

Added a new checkbox “Affects Vehicle Tax” for Prep and Doc Fee under Wholegood Category Maintenance screen. If Affects Vehicle Tax is checked for Prep/Doc fee then it will affect the vehicle tax on deal based on the amount of Prep and Doc fee added when selling a unit on a sales deal.

To include Prep and Doc Fee amount in your Vehicle Tax for specific Wholegood Category

Go to Applications – Wholegood – Wholegood Category Maintenance
Choose a Wholegood Category and Click “Edit F8”at bottom
Under General Tab you will see Affects Vehicle Tax checkbox under Prep as shown.
Click on the checkbox Affects Vehicle Tax and Click “OK” below

For Doc Fee Click on Fees/Tax Tab under Edit Wholegood Category screen
Under Doc Fee Affects Vehicle Tax checkbox will be available
Click on the checkbox if you want your Doc Fee to affect your vehicle tax on a deal.

Product Area: Gravity/Payments

Release Note:

In some cases Vaulted Cards were not working when processing payments due to Invalid Token saved against those cards. We added a validation from IDEAL side that not to Save/Vault any card against the customer that has an invalid token token.

Product Area: Reports

Release Note:

Added a new “Cell Phone” Field for Buyer and Co Buyer under Buyers sections on [Order Entry-Sales Deal] screen. Cell Phone numbers for both Buyer and Co Buyer can be printed on F&I Forms as well.

Please contact Ideal support to include Cell Phone Fields on your F&I form.

Bugs Fixes

Product Area: Reports

Release Note:

Fixed an Issue for [Inventory Count Worksheet] Report where the Stocked Only filter was not filtering out the results based the option selected in the filter.

Product Area: Reports

Release Note:

Fixed a Printing issue for Sales Quotation Report when there exists multiple Kits on a Quotation. The printing repeats the Kit items of first kit under the second Kit.

Product Area: Reports

Release Note:

Fixed an alignment issue on Sales Invoice& Sales Order Reports where Product Serial Number was not properly aligning with S/N: Label.

Product Area: Rental

Release Note:

Fixed an Exception that was occurring when launching Rental from IDEAL.

Product Area: Reports

Release Note:

Fixed an issue for Customer Statements where payment link was not sending along with the statement to the customer.

Product Area: Account Receivable

Release Note:

Fixed an Error that was occurring when opening Recurring Receivable Entry screen when creating a new Recurring Receivable Transaction.

Product Area: Gravity/Payments

Release Note:

Fixed an issue where surcharge amount was printing in positive and was subtracting from the refunded amount when an item is returned on a Sales Order.

Product Area: Other

Release Note:

Fixed an issue for AGCO Inventory Submit Interface where Ideal was sending 0 qty sales history to AGCO. This was causing when more than one manufactures were associated with the Interface. This problem has been resolved now and associating multiple MFRs will not hinder the data transfer to AGCO.

Product Area: System Manager

Release Note:

Fixed an Issue where couple of Template Types “Text Payment Link” & “Email Payment Link” were missing from the Template under [Email/Text Messages] screen.

Product Area: Work Order

Release Note:

Fixed an issue when adding a part to a Job of a Completed Work Order was reverting the Work Order status back to Active and removing the Complete Date too.

IDEAL 2024-06 Release Notes

Release Date: 07/02/2024

Ideal Version: 9.12.0.1071

Ideal Connector Service Version: 9.12.0.314

Ideal System Service Version: 9.12.0.314

Ideal Feed Service Version: 9.12.0.314

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What’s New

Product Area: Sales Orders

Release Note:

Added a new checkbox Ship/Deliver under Orders default. The checkbox will be displayed on all Order Entry screens except Internal Work Orders. This would help dealerships to see Orders which are Shipped/Delivered to the customers.

A new Ship/Deliver column has also added under the following screens to filter out Orders from the screen filter that are shipped or either Picked up by customers

[Sales Orders]
[Work Orders]
[Sales Invoice Inquiry]
[Work Order History Inquiry]
[Sales Deal History Inquiry]

Moreover, Ship/Deliver filter is also added on the following Reports to filter out orders based on Ship/Deliver

[Sales Order List]
[Work Order List]
[Work Order History]
[Sales Invoice List]

For other reports like Print Sales Order and Print Sales Invoice Report it will be implemented in the next release as planned.

Bugs Fixes

Product Area: Reports

Release Note:

Fixed an issue for [Sales Invoice] Report when printing report with Dealer Options on it causing an Error to appear on the screen.

Product Area: Work Order

Release Note:

Fixed an Issue on [Work Orders] screen when creating an appointment from the Scheduler under Work Orders screen was giving a Message that “This appointment overlaps with other appointments” even though no appointments were existed that overlap the new appointment.

Product Area: Product

Release Note:

Added a following Warning Message under [Product Properties]when a Product Type is changed from Inventory to Non Inventory/Kit if there exist any Stock Levels or Bin Locations. Clicking “Yes” on the Warning Message will remove all the stock levels and bin locations before changing it to Non Inventory/Kit.

IDEAL 2024-05 Release Notes

Release Date: 06/04/2024

Ideal Version: 9.12.0.1047

Ideal Connector Service Version: 9.12.0.317

Ideal System Service Version: 9.12.0.317

Ideal Feed Service Version: 9.12.0.317

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What’s New

Product Area: Other

Release Note:

Did some backend changes for John Deere DTF Interfaces (PO Submission & Trial Balance) since John Deere are updating their URLs after June 30. We made some changes on our end to make sure that the Interfaces functionality would not be affected by their change.

Bugs Fixes

Product Area: Price List

Release Note:

Added an ability to load large Price Files for manufacturers that has more than 1 million Parts in a Price File. Previously the limit was set to 1 million only which is now increased to 10 million.

Product Area: Reports

Release Note:

Fixed an Error on [Order Entry – Quote] screen when emailing/printing sales quotation was giving an error when a Kit is added on a quote.

Product Area: Reports

Release Note:

Fixed an Issue for [Employee Labor Efficiency] Report where labor entries were varying for some employees when filtering report with Individual vs All Employees.

Product Area: Reports

Release Note:

Added an ability inside F&I Forms to print Unit Trailer Type extra fields information on the report. Following fields are added inside F&I Report Designer which can be added on F&I Forms.

GVWR (Gross Vehicle Weight Rating)
Curb Weight
Brakes
Hitch Type

Product Area: Purchase Order

Release Note:

Resolved an issue where dealers using the “DD/MM/YYYY” date format were encountering an Error while receiving Purchase Orders.

Product Area: Other

Release Note:

Resolved an Issue for Toro EZlink Interface where Invoices record were not maintaining inside IDEAL when they are sent automatically. Now any invoice that will be sent automatically will be saved in IDEAL and Sending Invoices from the Toro Interface Setup screen will resend all the Invoices again based on the Date Range filter selected.

Product Area: Other

Release Note:

Resolved an issue for AGCO Inventory Submit Interface where data was not transmitting for locations that have more than 2 digits Location ID.

Product Area: Rental

Release Note:

Time stamp on a [Rental Quote] under History/Comments Tab was displaying incorrect time . This issue has been fixed now and time stamp will now display correct time on Rental Quotes.

Product Area: Product

Release Note:

Resolved an issue on [Product Activity] screen where the incorrect value for the last count date was displaying if the stock levels existed for a product despite no inventory count was ever being performed.

Product Area: Gravity/Payments

Release Note:

Clicking “Deposit” button on Payments Screen now triggers a warning message if payment is already taken on an Order. Clicking “Yes” on the Warning Message will void any Payment taken on an Order before opening Deposits screen.

Product Area: TargetPOS

Release Note:

Fixed an Issue when Orders importing from Target POS were incorrectly populating the Organization Name when IDEAL created a new Organization Type Customer which was assigned to an Order.

Product Area: Wholegoods

Release Note:

Fixed an Issue on [Wholegoods] screen when searching with Containing was only finding the Upper case items and ignoring ones with the lower case description.

Product Area: Other

Release Note:

Fixed an Error which was occurring when registering STIHL Units causing Unit Registrations failing.

Product Area: Other

Release Note:

Fixed an Issue for IDEAL HOSTED where User Settings were not saving successfully.

Product Area: Gravity/Payments

Release Note:

An Error was occurring on [Customer Payments Entry] and [Customer Activity] screens when Invoicing multiple Orders using Credit Card. This was happening when Customer ID starts with 0. This has been fixed in this release.

Product Area: Target POS

Release Note:

Customers created in IDEAL when Order is imported from Target POS were not instantly available in Target POS mobile app. This has been fixed and whenever a new customer will be created from an Order it will instantly be available in Target POS mobile.

IDEAL 2024-04 Release Notes

Release Date: 05/07/2024

Ideal Version: 9.12.0.1026

Ideal Connector Service Version: 9.12.0.304

Ideal System Service Version: 9.12.0.304

Ideal Feed Service Version: 9.12.0.304

==============================================

Bugs Fixes

Product Area: Reports

Release Note:

Fixed an Issue for [Sales Invoice List] (Type: Detail Margin) where data was duplicating or sometimes dropping on the report.

Product Area: Reports

Release Note:

Fixed an issue for [Sales Invoice] Report when invoicing a Unit with more than one serialized parts as dealer options were not printing serial numbers on Sales Invoice Report.

Product Area: Reports

Release Note:

Fixed an Issue for [Account Balances and Transactions Lists] (Type: Expanded Transactions) report under General Ledger where the Transaction IDs were duplicating on the report.

Product Area: Reports

Release Note:

Fixed an issue where Amount column sometimes showed blank value on [Customer Statements] report when statements were generated for an older date.

Product Area: Reports

Release Note:

Fixed an issue for Work Order Report(Work Order and Sales Order) when printing report was dropping Part Numbers and items to be displaced from their position.

Product Area: Reports

Release Note:

Fixed signature issue when printing report to PDF was causing signature to be printed as an Inverted Image. This has been fixed on the following reports

[Print Sales Order]
[Print Work Order]
[Cash Ticket]
[Print Sales Invoice]

Product Area: Database

Release Note:

Fixed an Issue where Invoices balance was mismatching with the AR Transaction Inquiry after running archive process.

Product Area: Customer

Release Note:

Fixed an Issue on [Customer Activity] screen when changing Subledger Account from the dropdown was not refreshing the transactions and balance against Customer Subledger.

Product Area: Gravity Payments

Release Note:

Previously, IDEAL did not allow to use Customer Saved Cards for Credit Authorization under POS screens and Rental. Now you can use saved cards for credit authorization under Sales Order and Rental Quotation.

Product Area: Sales/Invoicing

Release Note:

When deposits existed on a Sales Order IDEAL did not allow Sales Order to be converted into Sales Deal. Now, if there exists any deposits on a Sales Order it will be converted to Sales Deal and deposits will be carried over to the Sales Deal.

Note: If there exist any items on a Sales Order Ideal will prompt you to remove them before converting Sales Order to Sales Deal with deposits.

Product Area: TargetPOS

Release Note:

Fixed an Order Import issue when Orders importing into IDEAL from TargetPOS Mobile App was always picking a default Customer Category when creating a new customer in IDEAL.

IDEAL 2024-03 Release Notes

Release Date: 04/19/2024

Ideal Version: 9.12.0.1010

Ideal Connector Service Version: 9.12.0.301

Ideal System Service Version: 9.12.0.301

Ideal Feed Service Version: 9.12.0.301

==============================================

Bugs Fixes

Product Area: System Manager

Release Note:

Fixed an Issue for AGCO Inventory Submit Interface in which Inventory data was not submitting successfully when the Interface is set to All Locations.

Product Area: Purchase Order

Release Note:

Bryan Equipment changed some protocols at their end due to which Brian Equipment Supplier Invoice Interface was stopped working. Some backend changes are done by IDEAL side and Brian Equipment Supplier Invoice Interface is functional again.

Product Area: Purchase Order

Release Note:

Fixed an Error that was occurring when creating a file for True Value PO Submission Interface upon finishing a Purchase Order.

Product Area: Reports

Release Note:

Fixed an Issue where duplicate serial number was printing on a Pick Ticket Report. This was happening if the Model Number

Product Area: Reports

Release Note:

Fixed an Issue when adding a Logo to a report was exposing server files to the User. The issue was for hosted customers

Product Area: Reports

Release Note:

Fixed an issue for Generic Bill of Sale where printing Custom Report was dropping custom fields on the report.

Product Area: Other

Release Note:

Fixed an issue where IDEAL Support Login was using an available User License slot. Now support login will not be using any available user slot in a license.

Product Area: Employee

Release Note:

Fixed an Issue where replacing an Active Employee with an Inactive Employee’s Events was also replacing Inactive employee’s Time Clock entries on an open work order with an Active Employee. Now, if an employee has completed the Time Clock events on a Work Order then those will not be replaced by a new employee if an employee is marked as Inactive.

Product Area: Integrations

Release Note:

Fixed an issue for Hosted IDEAL Partsmart where MFR List and Net Price in IDEAL were reversing inside Partsmart MSRP & Price Fields.

Product Area: Accounts Payable

Release Note:

When there was an offset amount when finalizing a PO Receipts and after posting those receipts into Quickbooks. The offset amount of the PO Receipts posted into Purchase Clearing account in QuickBooks contains no Description/Memo so it can be identified later on.

Now, when an offset amount is posted into Quickbooks into Purchase Clearing the Journal Entry will contain a Supplier Name and Reference (if added when finalizing PO Receipts) in Description as shown.

IDEAL 2024-02 Release Notes

Release Date: 03/12/2024

Ideal Version: 9.12.0.978

Ideal Guardian Service Version: 9.12.0.117

Ideal Connector Service Version: 9.12.0.300

Ideal System Service Version: 9.12.0.300

Ideal Feed Service Version: 9.12.0.300

==============================================

What’s New

Product Area: System Manager

Release Note:

Changed Polaris Trial Balance Interface Name from Polaris Extranet to Urban Science. A new Button was also added inside Interface Settings screen which will redirect users to Polaris Urban Science Financial View website where users can see their financial submissions.

Bugs Fixes

Product Area: Accounts Receivable

Release Note:

Fixed an issue where entries of Receivable Adjustment Entry screen was duplicating for other user if both were accessing the screen at the same time. An Error was also fixed on this screen that was occurring when second User tries to Cancel the existing transaction that has the entries of first user.

Product Area: Infrastructure

Release Note:

Fixed issues for new connector service for handling multiple requests at the same time.

Product Area: Reports

Release Note:

Removed “Get Signature” checkbox on Print Invoice Dialog when Printing Invoice Under [Sales Invoice Inquiry] when signature was already taken on an Invoice.

Product Area: Product

Release Note:

Added a new Dialog Message when changing MFR Cost or MFR List Price of a Product if there exists any MFR Discount Code against the Product. The following Dialog will pop up on the screen if MFR List or MFR Cost is changed if there is any Discount Code set.

Yes: Clicking Yes will calculate the MFR List Price based on the Discount Code set if MFR Cost is changed by the user or vice versa

No: Clicking No will only update the MFR Cost and the MFR List Price will not be recalculated based on the Discount Code

Cancel: Clicking Cancel will discard the changes and neither MFR Cost nor the MFR List Price will be Updated.

Product Area: Reports

Release Note:

Fixed an issue where Employee Billed Labor and Employee Labor Efficiency Report were not showing any entry for a Work Order if the Billed Labor amount was entered $0.00 . This is fixed now and if there is any Labor with Billed amount $0.00, it will be reflected on both Employee Labor Efficiency and Employee Billed Labor Report after the Job is marked Complete

Product Area: Reports

Release Note:

Fixed an issue where serial numbers of kit items allocated on an Order were not printing on the sales reports. This is fixed on the following Reports

Sales Order
Sales Order Invoice
Work Order
Work Order Invoice
Pick Ticket

Product Area: Gravity/Payments

Release Note:

Fixed an issue for Order Payment status in IDEAL was not updating from Pmt Declined to Pmt Received if customer paid from a payment link in second attempt when the first attempt was not successful.

Product Area: TargetCRM

Release Note:

Unread conversation count for TargetCRM on Messenger icon was discarded previously. Some backend changes are done that will now display the unread conversation count on Messenger icon. This is only for the dealers that are licensed for Target CRM.

IDEAL 2024-01 Release Notes

Release Date: 02/13/2024

Ideal Version: 9.12.0.954

Ideal Guardian Service Version: 9.12.0.117

Ideal Connector ServiceVersion: 9.12.0.280

Ideal System Service Version: 9.12.0.280

Ideal Feed Service Version: 9.12.0.280

=======================

Bugs Fixes

Product Area: Inventory

Release Note:

Fixed an issue when adding Stock Levels and Bin Locations was not appearing inside the Grid under [Product Activity] screen.

Product Area: Gravity/Payments

Release Note:

Disabled Payment signatures for Emergepay as they are no longer required by majority of Credit Card Companies. When taking card payments, the signature payment pop up will no longer be occurred.

Product Area: Reports

Release Note:

Added an ability to Print HST/GST/PST on Sales Deal (Generic Bill of Sales) & Sales Deal Invoice Report for Canadian dealers. These fields are added into the System Report and can also be included on the Custom Templates.

These Tax fields will be printed based on the settings Set inside Company Properties screen.

To Enable HST/GST or PST (For Canadian Dealers only)

Go to Applications -> System Manager -> Companies
Double Click on the Company Name to open Company Properties
Check the “VAT” checkbox
And choose the Tax that require to be printed on the Reports inside the VAT dropdown.

Product Area: Reports

Release Note:

Resolved couple of Errors for both Invoiced and Paid Sales Tax Report when Previewing report was giving Errors to the user.

Product Area: Reports

Release Note:

Fixed spacing issue for [Sales Invoice List] – Daily Detail Report in which blank space was printing on the Page if the specific Invoice has large volume of parts causing the record to shift to the next page leaving the current page blank.

Product Area: Reports

Release Note:

Fixed surcharges reprinting issues on Custom Report templates where surcharges were not printing on custom/stock templates in case of reprinting.

Product Area: Gravity Payments

Release Note:

Fixed an Issue when reversing an AR Transaction Inquiry of a Payment that fills the Gift Card was adding Balance back to the Gift Card instead of deducting it.

Product Area: Work Order

Release Note:

Resolved an Issue where Work Order Price Increase percentage (set under Work Order Setup) was not applying on new parts added to a Work Order in case Work Order was created from an Estimate. This was happening only when user opted to save existing Estimate before converting it to Work Order.

IDEAL 2023-12 Release

Release Date: Week of 01/08/2024

Ideal Version: 9.12.0.927

=======================

What’s New

Product Area: Reports

Release Note:

Added an ability to [Inventory Count Worksheet] Report to print Last Count Date for each Inventory Part whenever the Last Count is performed. Previously, Last Count Date was not appearing for Inventory items that went out of stock.

Product Area: General Ledger

Release Note:

Added an ability to send Financial Data to Polaris from IDEAL so it can be converted to different financial views to get a better insight of dealership business and finances. Financial Data include Net Account(s) Balance for a specific month, Fiscal Year and the Month for which data is submitted.

To Get started with the Financial Record Submission;

Create a Polaris Trial Balance Interface from [Electronic Interface Setup] under System Manager
IDEAL Accounts Mapping to Polaris Accounts inside [Financial Statement Setup] screen under General Ledger
Finally, Submitting financial data to Polaris from inside the Polaris Trial Balance Interface settings screen.

Here are few important things need to consider:

Data can only be submitted on monthly basis.
It is recommended to map Many Ideal Accounts with single Polaris Account under Financial Statement Setup
Currently IDEAL supports direct single IDEAL Account mapping to single Polaris Account and Many IDEAL Accounts map to single Polaris Account.
When Many IDEAL Accounts are mapped to single Polaris Account then accumulative Value of all IDEAL Accounts Net Balance will be posted to Polaris Account.
Watch a quick demo here for Creation of Interface and Account Mappings inside IDEAL.

Product Area: Integrations

Release Note:

Dixie Sales (Codis Integrated) and Old Gardner (Codis Integrated) has been discarded and will be replaced by new Gardner Inventory Query Interface. All old Dixie Sales and Gardner Inventory Query Interface using CODIS INTGRATED will be replaced by new Gardner Inventory Query Interface.

Please note that for new Gardner Inventory Query Interface the Parts Availability can only be checked for each specific Part number at a same time on Purchase Order as currently Gardner does not support to check Parts Availability for every part number on the Purchase Order at the same time.

Product Area: Reports

Release Note:

Added an ability to Print extra Unit Information for type Trailer and Customer Information on Sales Invoice Report. These fields can be added on Custom Sales Invoice Report. Fields include:

For Unit:
- GVWR (Gross Vehicle Weight Rating)
- Curb Weight
- Brakes
- Hitch Type
For Customer:
- Driver License Number
- Driver License State
- DOB

Unit Fields are also added inside Wholegood Properties screen for Trailer Unit Type.

Product Area: Target CRM

Release Note:

Few Backend changes have been done for Target CRM Unread Conversation Count that shows on the Messenger Icon inside IDEAL.

Bugs Fixes

Product Area: Work Order

Release Note:

Fixed an issue under [Work Order Codes] when importing Work Order codes from File was not updating the existing matching work order codes in IDEAL.

Product Area: Integrations

Release Note:

Topaz Signature was not working when taking signature on an Invoice which is fixed in this release.

An additional checkbox is introduced inside Invoice Signature Dialog that gives an Option to choose either Device Buttons or the Buttons showing up on a Dialog for “OK” and “Clear” functionality as shown below:

It is recommended to use Buttons on the Invoice Signature Dialog opening up inside IDEAL for better performance.

Product Area: Purchase Order

Release Note:

Fixed Manufacturer Cross Reference Issue for Gardner Pro Purchase Order Submission Interface. Due to missing MFR Cross Referencing, an Error was arising when submitting Purchase Order to Gardner. This has been resolved in this release.

Product Area: Inventory

Release Note:

Fixed an issue where Last Count Date was not appearing inside [Product Activity] if the Bin Location or the Stock Levels were not assigned to the Inventory Part. Now, any time when an Inventory count is performed, it will update the Last Count Date regardless of Bin Location or the Stock Levels.

Product Area: Gravity/Payments

Release Note:

Restricted Partial Payments on the following screens whenever Card has less balance than the requested amount.

[Receivable Adjustment Entry]
[Customer Payments Entry]
[Customer Activity]
- Orders Tab – When Invoicing Multiple Orders using Credit Card/Gift Card

When Card entered has less balance than the requested one, IDEAL will now Void the transaction that was partially approved by Gravity. Users will need to choose a different card or payment method to take full requested amount from customer.

Please note that Partial Payments can still be performed on POS screens (Sales Order Entry and Work Order Entry).

Product Area: Gravity/Payments

Release Note:

Removed a Confirmation Dialog (below) asking Users to Void the current transaction after the Credit Card Payment is declined or Cancelled under [Receivable Adjustment Entry] and [Customer Payments] screen. This was done to avoid accidental posting into Account Receivables after Credit Card is Declined or Cancelled by user.

Product Area: Target CRM

Release Note:

Fixed an issue where Server files were exposing to the end users when uploading Customer Files inside Target CRM when it is launched inside IDEAL Hosted.

IDEAL 2023-11 Release

Release Date: 11/27/2023

Ideal Version: 9.12.0.882

Ideal Services Version: 9.12.0.TBD

================================

What’s New

Product Area: Integrations

Release Note:

Gardner New PO Interface is going live on November 22 that will replace DIXIE SALES COMPANY PO Submission Interface and Old Gardner PO Submission using CODIS INTEGRATED. All the interface information for DIXIE SALES COMPANY and Gardner will be carried over to the New Gardner PO Submission Interface automatically.

For users that are not using DIXIE SALES and Old GARDNER CODIS INTEGRATED PO Submit Interface can create new Gardner PO Submission Interface from [Electronic Interface Setup] screen with the following credentials. Please make sure to have a “Dealer Number” provided by Gardner before using the Interface.

Interface Type: PO Submission

Trading Partner: Gardner PRO

Interface Name: Gardner PRO

Product Area: UI/UX

Release Note:

Added a filter under [Sales Orders] screen filters that gives an ability to filter out the Orders based on their source of creation.

Sources usually include:

IDEAL API
Target Mobile
Target Web
Shopping Cart

Product Area: Integrations

Release Note:

Gardner PRO updated their Shipping Methods for transferring Purchase Order Items to the Dealer’s store. The Shipping Methods can be selected before submitting Purchase Order to the Gardner.

Bugs Fixes

Product Area: Orders, Units

Release Note:

Fixed an Issue when Changing Model Number of a Wholegood from Options under [Wholegoods] screen was not updating the Wholegood Description.

Product Area: Integrations

Release Note:

Fixed an Error for John Deere DTF PO Submission Interface when Purchase Order submitting was failing due to an Error.

Product Area: Sales Orders

Release Note:

Fixed an Error that was occurring when Clicking Leave Deposit or Give Change Button inside Payments screen if full payment was taken on an Order with backorder quantities.

Product Area: Gravity/Payments

Release Note:

Fixed an issue when surcharges are not printing on the Sales Order Report when deposits are taken via Credit Card if the AR Subledger and the Deposit Subledger Accounts are same inside Customer Properties with No Default Bill To set.

Product Area: Target CRM

Release Note:

Replaced IDEAL SMS icon with Messenger if Target CRM is enabled. When Target CRM is enabled for a user, Clicking Messenger will open up Target CRM Messenger inside IDEAL. The count on the Messenger icon will show the total unread conversation inside Target CRM for a user.

Please note that users using the Twilio Interface for Messaging will not be seeing new Messenger icon.

Product Area: Warranty

Release Note:

Fixed an Issue when Adjusting columns under the [Warranty Claim Reconciliation] screen was causing IDEAL to crash.

IDEAL 2023-10 Release

Release Date: 10/31/2023

Ideal Version: 9.12.0.870

Ideal Services Version: 9.12.0.TBD

================================

Bugs Fixes

Product Area: Customer Statements

Release Note:

Fixed an issue where Payment Link was not sending along with the Customer Statement via Email.

Product Area: Generic Interface Setup

Release Note:

Added an ability to generate Excel files for Purchase Order submission from Generic Interface setup screen. Excel file format can be selected from Generic Interface Setup screen under Field Delimiter dropdown.

Product Area: Interface

Release Note:

Fixed John Deere Parts Advisor Interface setup issue for IDEAL Cloud where integration with John Deere with IDEAL was not creating successfully.

Product Area: Interface

Release Note:

Fixed an issue where BRP Response was not saving in the Notes of Purchase Order for PO Submission Interface

Product Area: Inventory Report

Release Note:

Fixed an issue for Product Transaction List Report when previewing large report was giving Out of Memory Error.

Product Area:

Release Note:

Fixed “Invoice Date” filter for Sales Invoice List Report where filter was not bringing up records based on the Invoice Date selected.

Product Area:

Release Note:

Resolved an issue where changing Sales Rep and Tech and then clicking on work order was reverting the Tech Name to the previous one.

Product Area:

Release Note:

Added an ability to print surcharges ( if any) on the Sales Order Print Preview if Deposits on Order are taken through credit card from customer.

Product Area:

Release Note:

Fixed Target CRM Login issue where user was login with different user when Target CRM is launched inside IDEAL.

Product Area:

Release Note:

Fixed an issue on [Order Entry – Sales Order] screen when reselecting the same customer after changing Properties was not reflecting the updated fields (Price Level, Ship To, Tax code etc) inside the Order Entry screen.

Product Area:

Release Note:

Fixed an issue when Clicking Schedule on [Order Entry – Work Order] screen is throwing an error if Tech is Blank

Product Area:

Release Note:

Fixed an Error that was appearing on submitting Purchase Order to BRP

Product Area:

Release Note:

Fixed a cursor focus issue on Order Entry screens when adding a Product by hitting Enter or Click resets the Cursor focus back to Customer ID Field.

Ideal Release: 2023-9

Release Date: 9/6/2023

========================================================================================================================================

Ideal Version: 9.12.0.825

Ideal Connector Version: 9.12.0.825

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.825

=========================================================================================================================================

New Features or enhancements

User Story: 109658,

Product Area: orders

Release Note:

Added a On Hold filter for [Sales Orders] and [Work Orders] screen. The filter will extend to Sales Order List Report and Work Order List Report too.

User Story: 120248,

Product Area: TargetCRM

Release Note:

Added Notification Badge on TargetCRM Button on toolbar inside IDEAL. This notification badge will display unread SMS conversation to user in TargetCRM.

Defects Resolved

Defect: 121140,

Product Area: Contacts

Release Note:

Emailing a customer via the Contacts will email the contact email, not the primary email of the main account.

Defect: 118048,

Product Area:

Release Note:

Resolved an issue where changing sales rep and tech and then clicking on work order was reverting the tech to its previous name.

Defect: 121948,

Product Area:

Release Note:

Fixed an issue where Search/Sort By Pmt status was not working on [Sales Orders] and [Work Orders] screen. Moreover, changed Search/Sort By Order Status criteria by searching for an Order status by just selecting the value from the dropdown instead of typing it down.

Defect: 122824,

Product Area:

Release Note:

Fixed a performance issue when opening and closing sales invoice details screen from [Sales Invoice Inquiry] screen.

Defect: 121522,

Product Area:

Release Note:

Resolved an issue with MFR Drop down in Wholegood Properties Extra Serial Fields

Defect: 121523,

Product Area:

Release Note:

subcode will print with their actual code .

Defect: 121628,

Product Area:

Release Note:

New order entry screen now refreshes to use the default customer id details on the order and the ship to and bill to.

Defect: 121632,

Product Area:

Release Note:

When emailing a payment receipt the “To email” is no longer blank but populates the customer email.

Defect: 121835,

Product Area:

Release Note:

Added 25MB upload limit for target in Ideal.

Past Releases

Ideal Release: 2023-8

Release Date: 9/6/2023

========================================================================================================================================

Ideal Version: 9.12.0.815

Ideal Connector Version: 9.12.0.815

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.815

=========================================================================================================================================

New Features or enhancements

User Story: 121979,

Product Area:

Release Note:

Implemented changes inside IDEAL required for House Hasson PO Submission Interface since they changed their DNS Address to wildcat.househasson.com

Defects Resolved

Defect: 121140,

Product Area: Contacts

Release Note:

Emailing a customer via the Contacts will email the contact email, not the primary email of the main account.

Defect: 118207,

Product Area: Integrations

Release Note:

Changed STIHL Canada PRODUCT REGISTERATION Interface file from XML to CSV

Defect: 121717,

Product Area:

Release Note:

removed 2 redundant updates that could be affecting the closing of orders on completion. Will retest on 99502 when the update is there today.

Defect: 121835,

Product Area:

Release Note:

Added 25MB upload limit for target in Ideal.

Defect: 121522,

Product Area:

Release Note:

the mfr dropdowns have been fixed

Defect: 121523,

Product Area:

Release Note:

subcode will print with their actual code .

Defect: 121628,

Product Area:

Release Note:

New order entry screen now refreshes to use the default customer id details on the order and the ship to and bill to.

Defect: 121632,

Product Area:

Release Note:

When emailing a payment receipt the “To email” is no longer blank but populates the customer email.

Defect: 117959,

Product Area:

Release Note:

Fixed an issue when changing Tax code on Rental to Delivery when Tax code is set in Defaults is not reflecting inside the Sales Order in IDEAL.

Defect: 121479,

Product Area:

Release Note:

Removed extra space at Unit Area Information on Print Work Order which was causing a work order preview to extend upto 2 Pages.

Defect: 121745,

Product Area:

Release Note:

Resolved an issue where description was not being updated for the Sub-Type of Work Order Codes

Defect: 121795,

Product Area:

Release Note:

Fixed an issue where profit margin was not appearing On Order Entry screens under Order Tab

Defect: 121797,

Product Area:

Release Note:

Table drop for ServiceStatus (not to be confused with table ServiceSStatus with two s’s, a preexisting artifact not currently in use) was somehow in front of the Stored proc drop for Update_Service_Status, which failed due to the dependency. Reversed the order so sp drops before table. Tested by adding objects back to C1 db to ensure they dropped properly. Checked into release 2023-5, and will also be in 2023-6 on 7/5. Please ensure 99502 and/or 99204 are updated before testing.

Defect: 121558,

Product Area:

Release Note:

Fixed an Error on Customer Properties Screen when Clicking Close Button after editing Properties was causing Exception to rise on the screen.

Defect: 121932,

Product Area:

Release Note:

Resolved an Access Violation error when closing the Supplier Payments and Check Printing Screen after filtering selections in Process Payments tab

Ideal Release: 2023-5

Release Date: 6/15/2023

========================================================================================================================================

Ideal Version: 9.12.0.764

Ideal Connector Version: 9.12.0.764

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.173

Ideal System Services Version: 9.12.0.163

=========================================================================================================================================

New Features or enhancements

User Story: 119760,

Product Area: UI/UX

Release Note:

Added a web icon on Tabs that are linked with Web Application. Clicking on these icons will open the web link inside the default browser.

Web icon is implemented on the following Tabs:

Welcome Page
Target CRM

User Story: 114593,

Product Area: Remote Pay

Release Note:

Added an ability to send Payment Link from [Customer Payments Entry] screen when Remote Pay AR Type is selected. When opening Customer Payments Entry screen it shows all the Active charges against the customer. By clicking “Update” at bottom when it will pop a Remote Payments Dialog from where Payment Link can be sent to the customer.

Also added a new column that will show a Payment Link Sent Date against each Active Transaction IDs when payment link will be sent. “PMT Link Sent On” column is added in the following areas:

Customer Activity – Under Receivables Tab
Account Receivables Transaction Inquiry screen.
Apply Receivable Transaction (When crediting customer from Account Receivable Adjustment Entry, after posting transaction this screen opens up if there exists any pending charges against customer so the amount credited can be applied to previous balances)

Following things should take into considerations when sending Payment Link:

Amount enters need to be Applied against the Active Transactions listed under Customer Payments Entry screen.
If the Payment Link Amount exceeds from the Balance of Active Charges then extra amount will be credited to the customer.
If another payment link needs to be sent for the Active Charges then IDEAL will prompt to void the previous Payment Link.
New Message Template with Type Customer Payments Link for sending payment link is available under Applications -> System Manager -> Text\Email Messages.

User Story: 114777,

Product Area: Remote Pay

Release Note:

Added Functionality to send payment links to customers, while doing multiple orders invoicing from customer activity.

If Payment Type ‘Remote Payment’ is selected, while Invoicing Multiple Orders. System will send a payment link to the customer and create Invoices of the selected orders. Once Customer pays from the payment link, it will be applied on the Invoices automatically.

Following things should take into consideration when sending a payment link:

Payment Link can only be sent to the Non-Cash Terms customers. This feature is not supporting Cash Terms Customers.
On invoicing multiple orders using Text to pay/Remote Pay functionality. System will create invoices of selected orders and a link will be sent to customer.
Link can be sent as a text message to customer’s cell number or as an email to customer’s email address.
In case of email, Invoices will be attached as .pdf file.
User can’t send multiple links for same customer. If there is an active payment link already exists for customer, then new link will not be sent.
However, if Payment link got processed, got expires or declined. In that case a new payment link can be sent. Rule is that “there will be only one active link for one customer at a time”.
New Message Types named as Customer Payments Link Email and Customer Payments Link Text have been added in Applications -> System Manager -> Text\Email Messages screen. Users must create the template along with [paymentLink] variable, to send the link successfully. Please see the image below for reference.

User Story: 115861,

Product Area: UX/UI

Release Note:

Added a cross (x) button in all Tabs in IDEAL. Clicking x will close the Tab in the application.

User Story: 114167,

Product Area: TargetCRM

Release Note:

Added an ability to send a reminder SMS to customers when Target CRM is enabled if there is a schedule appointment against a customer on work order.

SMS Reminder functionality can be enabled from Edit Appointment Type Dialog (Applications -> Employee -> Employee Setup -> Appointment Types ). Moreover inside the Dialog, you can also set a custom time prior to the appointment time you wish to send Reminders to your customers.

User Story: 116416,

Product Area: Integrations

Release Note:

Updated the credentials for BRP APIs that are used to communicate with them

User Story: 119176,

Product Area: Sales Order Refresh

Release Note:

New Sales Order Entry Screen Update:

A new version of Order Entry can be utilized by unchecking “Enable Legacy Sales Order Display” under File>User Settings. This is a User Setting so that each user is able to keep the Legacy display or utilize the new screen.

This new screen includes more information on a single page.

Add a customer, and easily search parts right from the page. You can also lookup previously invoiced items and Wholegoods assigned to that customer while on the Sales Order Entry Screen.

Product Activity will populate based on which product you are highlighted on, showing your stock and bin location directly on screen.

The new Sales Order Entry Screen includes Customer Activity, Customer Addresses, Products, Product Activity and more all on one page, so that you can get to more information quickly and easily without having to change screens.

Defects Resolved

Defect: 121140,

Product Area: Contacts

Release Note:

Emailing a customer via the Contacts will email the contact email, not the primary email of the main account.

Defect: 120287,

Product Area: F&I

Release Note:

Resolved an issue where opening F&I from sales deal entry was locking up Ideal.

Defect: 118615,

Product Area: Receivable Transaction Inquiry

Release Note:

Fixed an issue where Account Distribution was not showing inside Receivable Transaction Inquiry of Remote Payments. The issue was occurring when payments come as a credit on Customer’s Account if Order was already invoiced with other payment method.

Defect: 119711,

Product Area: Bank Deposit Tickets

Release Note:

Added an ability to Print Bank Deposit Tickets to the users who do not have License for General Ledger. Bank Deposit Ticket can be printed from Applications -> System Manager -> Bank Account Maintenance

Defect: 119426,

Product Area: Sales Order

Release Note:

Fixed an issue where message was showing upon invoicing a sales order that “You are selling an item at no charge” when kit items price is included in the main kit. Now, when kit items price will be included in the main kit the following message will no longer appear when invoicing a Sales Order

Defect: 120556,

Product Area: Ideal

Release Note:

Changed the backend functionality of License update loading dialog and optimize reminder dialog so that it won’t open automatically upon starting ideal.

Defect: 115198,

Product Area: Ideal

Release Note:

Suppressed the error “The notification platform does not have the proper privileges to complete the request”. Some users were getting this error who don’t have enough privileges on their windows user to push notification from ideal to Windows Action Manager.

Defect: 118479,

Product Area: Reports

Release Note:

Fixed an error on some pages that would appear when you press “close all” right after previewing a report.

Defect: 117804,

Product Area: Report Wizard

Release Note:

Fixed an Error when Clicking Report Wizard inside Sales Invoice List Report

Defect: 120191,

Product Area: Inventory Submit

Release Note:

System service was not functioning properly that has been fixed. All the inventory submit interfaces should work just fine now .

Ideal Release: 2023-4

Release Date: 5/31/2023

========================================================================================================================================

Ideal Version: 9.12.0.735

Ideal Connector Version: 9.12.0.735

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.735

=========================================================================================================================================

New Features or enhancements

User Story: 115861,

Release Date: 5/31/2023

Product Area: UX/UI

Release Note:

Added a cross (x) button in all Tabs in IDEAL. Clicking x will close the Tab in the application.

User Story: 116416,

Release Date: 5/31/2023

Product Area: Integrations

Release Note:

Update the credentials for BRP APIs that are used to communicate with them

User Story: 119168,

Release Date: 5/31/2023

Product Area: Everest Feed

Release Note:

Added additional fields in AR , Invoice and Dealer Feed Type.

AR FEED TYPE:

Payment Type AND Payment Information

DEALER FEED TYPE:

Emergepay Interface settings fields.

Oid || Auth Token || IsSandbox || Allow Text to Pay || Secret Phrase || Allow GiftCards || Merchant Name || Merchant Key

INVOICE FEED TYPE:

For Sales Order:

Reference, Terms, Order Status, Order Action, Code Group

For Work Order:

Reference, Terms, Order Status, Order Action, Code Group

WO Fields: TagNumber, Priority, WO screen Dates, Repair Unit Fields

Defects Resolved

Defect: 117724,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Integrations

Release Note:

Changed STIHL Canada PO Submission file from XML format to CSV file format.

Defect: 118207,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Integrations

Release Note:

Changed STIHL Canada PRODUCT REGISTERATION Interface file from XML to CSV

Defect: 118511,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Integrations

Release Note:

Changed file format for STIHL INC PO Submission Interface from CSV to XLS since STIHL INC was no longer accepting CSV Files.

Defect: 118386,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Reports

Release Note: Fixed an issue for [Sales Invoice List] report where amount was not showing properly after decimal point. If there was zero at end of second decimal place ($70.20 ) or both zeroes after decimal ($70.00) the report was cutting zeroes on report. Now the issue has been fixed and report will display all 2 digits including zeroes after the decimal.

Defect: 119449,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Reports

Release Note:

Fixed an issue where subtotal column was not displaying correctly in Sales Invoice List Report. The sales invoice report will display all values just fine now.

Defect: 119269,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Products

Release Note:

Fixed an issue where If there was an mfr id named “ALL” and we choose the delete mfr id option . It will delete all the unused product against all mfr ids. A checkbox has been added if you want to delete all mfrs id.

Defect: 119338,

Support Ticket: ,

Release Date: 21/04/2023

Product Area: Trade in

Release Note:

Fixed an issue where a non serialized product traded twice would give a “serial no. already exists error”

Defect: 119682,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: AP

Release Note:

Fixed an issue where the bank account field in the payment transaction inquiry will only show the Account ID instead of Account ID and description. Now it will show both of these.

Defect: 119094,

Support Ticket: ,

Release Date: 5/31/2023

Product Area: Emergepay

Release Note:

Fixed an issue where having a comma in the name of CP was causing error when taking a payment through emergepay.

Ideal Release: 2023-3

Release Date: 4/19/2023

========================================================================================================================================

Ideal Version: 9.12.0.711

Ideal Connector Version: 9.12.0.711

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.711

=========================================================================================================================================

New Features or enhancements

User Story: 110018,

Release Date: 4/19/2023

Product Area: Sales Order & Work Order

Release Note:

Added a Warning Message when Finishing a Sales or Work Order if any item will be selling with $0 price. Message will just alert users that they are selling an item with $0 Price.

WARNING MESSAGE will appear in either of the following cases

If all quantities of a line item is back ordered which makes the total equals to $0.
If the ordered quantity is 0
If Net Price is adjusted to $0

User Story: 114314,

Release Date: 4/19/2023

Product Area: Integrations

Release Note:

Stihl has changed their API end points (moved to V2) along with some implementation, especially regarding the customer.

Previously Stihl needs customer information in the Product registration request, now they need a valid customer number which is registered at their side. While registering customer, following fields are required.

Dealer Number
Purchaser Name
First Name
Street Address
City
State
Country
Postal Code
Telephone Number
Email Address

If any required field is missing then system will prompt for that field.

User Story: 117748,

Release Date: 4/19/2023

Product Area: User Settings

Release Note:

Removed ICVerify option from Merchant Service Provider in User Settings dialog since its no longer being used

Defects Resolved

Defect: 105716,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Scheduling

Release Note:

Fixed an Issue where Inactive employee appointments were not appearing on Scheduling Calendar. When any Employee will become Inactive, Now all of its previous appointments will show on [Scheduling Calendar] screen as well on Scheduled Appointment List Report.

Defect: 115954,

Support Ticket: ,

Release Date: 4/16/2023

Product Area: Sales Order & Work Order

Release Note:

Added a new column with name “HasBo” (Has BackOrder) on [Sales Orders] and [Work Orders] screen. The column will be automatically checked if there exist any Back Order quantities on an Order. The Has Bo column will be automatically unchecked when all Parts on an Order will be allocated or received from a Purchase Order.
Also added a filter on [Sales Orders] and [Work Orders] screen to filter orders on the basis of Has BO. Similar filter has been added on [Sales Order List] report and [Work Order List] report.

NOTE:

To add “HasBo” column in Sales Orders OR Work Orders screen, Right Click on the screen and choose Hide/Show Columns and then choose HasBo.

Defect: 117430,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: F&I

Release Note:

Resolved an issue where the trade in unit info was not printing properly if present.

Defect: 118210,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Work Order

Release Note:

Resolved an issue where Ideal would lock up when trying to print a work order on hosted systems.

Defect: 118515,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Integrations

Release Note:

Increased the Monitor Path Character Limit for Kawasaki’s Inv Query Interface

Defect: 118745,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Sales Order

Release Note:

Fixed an issue where importing a Sales Order into Ideal gives an error when an address or city is too large. Increase size of address variables to 40 and city to 25.

Defect: 117451,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Trade-in, Internal Order

Release Note:

Reversing a trade in sales order with an internal order on it, will add the dealer added options on it when elipses on the allocated quantity are clicked . This issue is fixed now and no dealer options will be added.

Defect: 117646,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Customer

Release Note:

Resolved an issue with ‘add’ button in the customer activity>orders>invoice multiple orders page.

Defect: 115429,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Products

Release Note:

An issue with the notes field on the products screen has been resolved.

Defect: 113739,

Support Ticket: ,

Release Date: 4/19/2023

Product Area: Electronic Interface Setup

Release Note:

Resolved an issue with access violations when attempting to view Electronic Interface Setup.

Ideal Release: 2023-2

Release Date: 3/28/2022

========================================================================================================================================

Ideal Version: 9.12.0.686

Ideal Connector Version: 9.12.0.686

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.686

=========================================================================================================================================

New Features or enhancements

User Story: 112677,

Release Date:

Product Area: Reports

Release Note:

Added an ability to view Sales Invoice List Report(Detail System) wrt to Hour which will give the sales records per hour and Date and Hour which will give sales record wrt to Date and the time (hourly). Group By “Hour” and Group By “Date and Hour” Options have been added to filter sales records wrt to Hour and Date and Hour respectively.

User Story: 114132,

Release Date:

Product Area: Integrations

Release Note:

Integrated Gardner PO Submission Interface in IDEAL to submit Purchase orders to Gardner. Interface can be created from [Electronic Interface Setup] screen with the following credentials:

Interface Type: PO Submission

Trading Partner: Gardner PRO

Interface Name: Gardner PRO

Interface can be setup to single location or at multiple locations too.

Defects Resolved

Defect: 114163,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Issue: When mapping multiple Ideal accounts to a single John Deere account only the first account is mapped to the John Deere account correctly. The other accounts have zeros wit a 01 at the end indicating the Division.

Resolved above issue with following implementation.

JD Trial Balance report will show data according to Ideal account, not the mapped JD Account.
File will contain the accumulate the balance amount of all Ideal account mapped to JD Account.

Defect: 114939,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Fixed an IDEAL Hosted issue where Video call Link was not functioning inside Target CRM in IDEAL Hosted

Defect: 117713,

Support Ticket: ,

Release Date: 03/21/2023

Product Area:

Release Note:

Fixed an issue where a deposit of 1,000 or more dollars would throw an error.

Ideal Release: 2023-1

Release Date: 3/2/2022

========================================================================================================================================

Ideal Version: 9.12.0.663

Ideal Connector Version: 9.12.0.663

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.663

=========================================================================================================================================

New Features or enhancements

User Story: 109463,

Release Date: 3/2/2023

Product Area: Supplier

Release Note:

Made Supplier website link clickable on [Suppliers] screen. Before, it was available on Suppliers screen but was not clickable.

User Story: 111748,

Release Date: 3/2/2023

Product Area: Remote Pay/Text to Pay

Release Note:

Added an ability to send Payment Link from Payments screen in Order Entry screen. When choosing AR Type Remote Payment with Text to Pay Verification Type, It will open up Remote Payment Dialog on the screen.

NOTE:

When payment link is sent from Payments screen and Clicking “Done” on Payments screen will invoice Orders who have customers having Net 10/Net 30 Terms (non cash). Once payment will be received in IDEAL, it will automatically apply to the invoices. For Cash customers it will remain an open order.

User Story: 113711,

Release Date: 3/2/2023

Product Area: General Ledger

Release Note:

Added a warning message to prevent users to post into General Ledger when more than 1 undeposited funds exist for a same GL Account ID.

User Story: 114354,

Release Date: 3/2/2023

Product Area: API

Release Note:

Altered Unit API and Product API to include additional information of Unit and Product in the Response

WHOLEGOOD API

Unit API Response will include MFR Options (Related Products), Accessories (Dealer Options) and Attachments on the Unit in the Response

PRODUCT API

Product API Response will include Related Products and Kit Items(if Product Type = Kit)

User Story: 114356,

Release Date: 3/2/2023

Product Area: API

Release Note:

Added a “Product API Options” on [Products] screen (Options -> Product API Options) where different product images or related documents can be added against a Product. Once Product document(s) are Made Available their Link can be returned in a response of GET Product API

Defects Resolved

Defect: 113442,

Support Ticket: ,

Release Date: 3/2/2023

Product Area: F&I

Release Note:

Added two additional pipelines in F&I Form Designer PIStockUnitGeneral and PIStockUnitGeneralSum

Defect: 114411,

Support Ticket: ,

Release Date: 3/2/2023

Product Area: EmergePay

Release Note:

Fixed a Bug with Emergepay interface where Changing location to All from any single location would not change the postback URL at runtime.

Defect: 114521,

Support Ticket: ,

Release Date: 3/2/2023

Product Area: API

Release Note:

Added a new proper Error prompt if you input either BillToAddressLine1 or BillToAddressLine2 with character length more than 40.

Defect: 114933,

Support Ticket: ,

Release Date: 3/2/2023

Product Area: Label Reports

Release Note:

Fixed an issue in Label Reports that if there are no Events in the RDS, they are being assigned in the Code.

Defect: 114983,

Support Ticket: ,

Release Date: 3/2/2023

Product Area: Integrations

Release Note:

Fixed an issue with BRP parts inventory where UOM code had more characters than what BRP accepts.

Defect: 111513,

Support Ticket: ,

Release Date: 3/2/2023

Product Area:

Release Note:

Fixed BRP-Retail Transaction Interface issue when Warrantor is added to Labor and Parts in Work Order the BRP-Retail Transaction Logs were given “TaxRateLow not found” Error.

Ideal Release: 2022-21

Release Date: 2/3/2022

========================================================================================================================================

Ideal Version: 9.12.0.640

Ideal Connector Version: 9.12.0.640

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.640

=========================================================================================================================================

New Features or enhancements

User Story: 109434,

Release Date: 2/3/2023

Product Area: Customer Lookup, Sales Order

Release Note:

Added the ability to create a new order from Customer Lookup. A new order will be started when right clicking on a customer from Customer Lookup. If an order is already open, that order will be saved and closed and the new order will open for editing.

User Story: 109217,

Release Date: 2/3/2023

Product Area: customer, properties, ui/ux

Release Note:

Added a new Cell Phone Field in Customer Contacts Tab in Customer Properties screen

User Story: 109260,

Release Date: 2/3/2023

Product Area: Wholegoods, Inventory

Release Note:

Added new Fields in General Wholegood Properties screen to give an ability to add multiple serial numbers of the components attached to the Main Wholegood Unit. Maximum of 5 components serial numbers can be entered to the main wholegood as shown below.

Multiple serial numbers can be attached to the Main wholegood Unit via from Purchase Order Entry by Clicking “Wholegood” Button when receiving a wholegood and from Wholegood Properties screen.

Defects Resolved

Defect: 105245,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: PO Entry

Release Note:

Added a functionality to adjust and save PO Entry forms for each specific User. Incomplete (Before receiving) PO Status and On Order PO Status(After Receiving) can be adjusted and saved for each User.

Defect: 113309,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: Inventory Count Worksheet

Release Note:

Fixed an Inventory Count Worksheet report issue where numeric bin locations were not sorting properly when range of Bin Locations were added in the Bin Location filter.

Defect: 113479,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: Wholegoods Serial #

Release Note:

Added an ability to put 64 characters in Serial Number and Additional Serial Number fields in Wholegoods screen when receiving it from Purchase Order or when creating a new Wholegood record. Previously, we were allowing only 20 characters in Serial and Additional Serial Number fields.

Defect: 113550,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: API

Release Note:

Fixed an issue where BillToAddress Line2 was not sending in the Add Order API.

Defect: 113946,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: General Ledger

Release Note:

Financial Id in General Ledger can contain special characters now .

Defect: 114109,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: Connector

Release Note:

Changed the connector’s method of updating its status so that the Database instance is not tied to memory even after the status has been updated.

Defect: 114411,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: EmergePay

Release Note:

Fixed a Bug with Emergepay interface where Changing location to All from any single location would not change the postback URL at runtime.

Defect: 114933,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: Label Reports

Release Note:

Fixed an issue in Label Reports that if there are no Events in the RDS, they are being assigned in the Code.

Defect: 114983,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: Integrations

Release Note:

Fixed an issue with BRP parts inventory where UOM code had more characters than what BRP accepts.

Defect: 112931,

Support Ticket: ,

Release Date: 2/3/2023

Product Area: RemotePay

Release Note:

Added an “allow once” check box in remotepay form. Clicking on it will send the message one time only and no changes will be made in the customer properties .

Ideal Release: 2022-20

Release Date: 12/27/2022

========================================================================================================================================

Ideal Version: 9.12.0.608

Ideal Connector Version: 9.12.0.608

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.608

=========================================================================================================================================

New Features or enhancements

User Story: 110812,

Release Date:

Product Area:

Release Note:

Provided the functionality to add department level segregation in the Financial Statement Setup (JD Trial Balance) report. It’s just for reporting purpose. Will not affect the already existing GL Account structure (no new GL Account will be created).

Trial Balance – JD Export report will display the data (Balance Amount and JD Account ID) as per the mapping and % allocation done in Financial Statement Setup under JD Trial Balance report.

This information will be send to John Deere on clicking Send button.

User Story: 112524,

Release Date: 12/27/2022

Product Area: API

Release Note:

Added a new Feed Type “Open Orders” in IDEAL. Open Orders FeedType will feed all Open Orders of dealer(Sales and Work Order) into Everest on daily basis.

User Story: 112704,

Release Date: 12/27/2022

Product Area: Integrations

Release Note:

Added the ability to add Serial Number (For Hosted) and Company ID in the URL Automatically for JD Parts Advisor Webstore Integration.

User Story: 112705,

Release Date: 12/27/2022

Product Area:

Release Note:

Added Description and Owner ID of Wholegood Unit in InventoryWG Feed. Owner ID is the Customer ID to whom the unit is sold to. InventoryWG Feeds will now contain Unit description as well as the Owner ID of the Unit.

Defects Resolved

Defect: 112742,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Fixed an Issue with Rental, where assigning a non-inventory product which was assigned to an Extra/Charge previously and Rental Was closed Afterwards

Defect: 112776,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Fixed an Error During Update that said, could not open [DIRECTORY]/EverestQueueService.zip, Already in use.

Defect: 112788,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Handled Issues in IdealUpdate related to Services Already using some functions of the Database while the IdealUpdate is trying to update those Databases.

Defect: 112814,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Access violation error that occurred during optimization after every 5 mins is handled.

Defect: 112843,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Fixed an issue with customer properties> contacts . Changing secondary contact to primary contact wont make a new copy of primary contact.

Defect: 112572,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Handled the position of sold qty and back order qty in sales order invoice

Defect: 111770,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Changed the FTP connection type to make sure Golden Eagle was connecting without any issue.

Defect: 112486,

Support Ticket: ,

Release Date: 12/27/2022

Product Area:

Release Note:

Handled an issue where AGCO would create blank files when created the interface for all locations

Ideal Release: 2022-19

Release Date: 12/6/2022

========================================================================================================================================

Ideal Version: 9.12.0.597

Ideal Connector Version: 9.12.0.597

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.597

=========================================================================================================================================

New Features or enhancements

User Story: 110684,

Release Date: 12/6/2022

Product Area: TargetCRM

Release Note:

Fixed an issue, when adding attachments in Target CRM in IDEAL Hosted was exposing server files instead of Local client computer files. Virtual Channel has been updated as well which will pull the latest changes of the Virtual client channel when Hosted instance of IDEAL will launch.

User Story: 105313,

Release Date: 12/6/2022

Product Area: Integrations

Release Note:

John Deere Parts Advisor Interface allows you to integrate your IDEAL with JD Parts advisor web store. The following JD Parts Advisor interface will:

Create a Picklist and get it imported into IDEAL as Sales Order
Check for John Deere Parts Availability
Search for a JD Part number
Customer Search

User Story: 112082,

Release Date: 12/6/2022 11/29/20222022-11-29T05:00:00Z

Product Area: Price Lists

Release Note:

Updated the way Price Lists were being loaded.

Defects Resolved

Defect: 108868,

Support Ticket: ,

Release Date: 12/6/2022

Product Area: Integrations

Release Note:

Fixed an issue for BRP- Vehicle Specification interface which was not working before. Clicking on “Get Vehicle Specification” Button to get Vehicle Specification was doing nothing. Now the issue has been fixed and BRP-Vehicle Spec Interface has been restored.

Defect: 111150,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Rental

Release Note:

Added a new checkbox in Rental to show finalized contracts for specified days.

Defect: 111573,

Support Ticket: ,

Release Date: 11/29//2022

Product Area: Inventory

Release Note:

Handled an issue where merging a product was not prompting to create a new product when added nonexistent product in new Product Text Box

Defect: 111700,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Inventory Count Worksheet

Release Note:

Fixed an Error Related to Inventory Count Worksheet Bin Filter

Defect: 111894,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Customer Statements

Release Note:

Fixed an Issue with Customer Statements Printing invoices event when the print statement in customer properties was unchecked.

Defect: 112039,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Change Products

Release Note:

Added the functionality to write negative number for Charge Products Mass Update.

Defect: 112124,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Deployments

Release Note:

Fixed an Issue related to System service not stopping without any error

Defect: 112169,

Support Ticket: ,

Release Date: 11/29/2022

Product Area: Wholegoods

Release Note:

Fixed an issue where you would get an error when updating too many wholegood property fields

Defect: 112422,

Support Ticket: ,

Release Date: 11/29//2022

Product Area: Order Entry

Release Note:

Added a new screen when recalculating Sales/Work Order to handle Product Discount Codes

Ideal Release: 2022-18

Release Date: 11/1/2022

========================================================================================================================================

Ideal Version: 9.12.0.575

Ideal Connector Version: 9.12.0.575

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.575

=========================================================================================================================================

New Features or enhancements

User Story: 110995,

Release Date:

Product Area:

Release Note:

Added Order Number to the response of AddOrder API to be able to verify the order, update and store on client app.

Defects Resolved

Defect: 109559,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Fixed an Issue where “OK” and “Cancel” Buttons on Cust Rebate and Dealer Rebate Fields on main Sales Deal Entry screen were not aligned properly.

Defect: 110163,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an issue where WO List Report Wizard was sending “Notes” as “LaborComments” and not saving. Now Notes are saved as WO Notes in the report.

Defect: 110456,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Fixed an issue where Vessel information wasn’t saving when create from Product lookup from WO Page.

Defect: 110807,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an issue where WO Entry button was creating 2 jobs instead of 1 when Creating a new Work Order.

Defect: 110809,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Fixed an Issue where the Document Manager URL was incorrect and was causing issues with WholeGoods API Options page.

Defect: 111216,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an issue on Customer Back Order Report when filtering by Bill To Customer which caused a FireDac Error.

Defect: 111400,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an issue where ‘Product Lookup’ was not allowed when right clicking or F9 on product number in Sales Order.

Defect: 111566,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an issue when trying to Archive and create a new Archive company.

Defect: 111621,

Support Ticket: ,

Release Date: 11/01/2022

Product Area:

Release Note:

Resolved an error where in Pricing Maintenance all drop downs are now sorted alpha-numerically and the sequence is unchanged with upper or lowercase characters.

Ideal Release: 2022-17

Release Date: 10/1/2022

========================================================================================================================================

Ideal Version: 9.12.0.545

Ideal Connector Version: 9.12.0.545

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.545

=========================================================================================================================================

New Features or enhancements

User Story: 47841,

Release Date: 10/4/2022 9/27/20222022-09-27T04:00:00Z

Product Area: Finance, AR, Customer Statements

Release Note:

Added ability to print and email invoices with customer statements. Will print both the statement and invoices collated (keeping statement & invoices together by customers). Email will produce 2 PDF files, one with the statement and one w/ the included invoices. Both files are attached to the customer email (one email per customer w/ 2 PDF files attached).

User Story: 108959,

Release Date: 10/4/2022 2022-09-27T04:00:00Z

Product Area: License Updates

Release Note:

Added button “Update License” to About in Ideal (Form F1009) on the top right in the Hamburger menu. It exercises the license update portion of the idealUpdateService code (Form F1000, now called FormIdealLicenseUpdate) that pulls down the latest license to the Ideal main folder and prompts the user to restart Ideal afterwards.

Defects Resolved

Defect: 106213,

Support Ticket: ,

Release Date:

Product Area: Reports, Sales Tax

Release Note:

Fixed an issue were information changes when scrolling from page to page in Sales Tax Detailed Report.

Defect: 105808,

Support Ticket: ,

Release Date: 9/27/2022

Product Area: Sales Order

Release Note:

Fixed an issue where “None” Option was not available in Sales Rep field in Customer Mass Update. “<None>” Option has been added in the New Sales Rep field which will set all the Customers Sales Rep to None when Mass Update will run.

Defect: 107373,

Support Ticket: ,

Release Date: 9/27/2022

Product Area: Products, Purchasing

Release Note:

Merging MFR with another MFR would now let Products of the Old MFR be allocated on Orders.

Defect: 109937,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Resolved an issue where documents were unable to be loaded via API due to an access violation error.

Defect: 105803,

Support Ticket: ,

Release Date: 9/27/2022

Product Area:

Release Note:

Fixed an issue when Product lookup from Location 0 was opening when superseding product from Purchase Order Entry or Products screen. After fix, only products will be shown from relevant location on which Purchase Order is created when superseding or changing Product ID.

Defect: 109641,

Support Ticket: ,

Release Date: 9/27/2022

Product Area:

Release Note:

Failed posting to QuickBooks would now be reverted on both Ideal and Quickbooks online systems, to be posted later. Few new changes were implemented for this fix:

When Posting to GL in IDEAL fails, It will not post to QuickBooks
After posting in IDEAL, if any failure occurs in between, It will not post to QuickBooks
All IDEAL GL Accounts needs to be mapped with QuickBooks account in order to post anything to QuickBooks.

Defect: 109669,

Support Ticket: ,

Release Date: 9/27/2022

Product Area:

Release Note:

Use Saved Cards and Vault cards EmergePay merchant options are now independent. Any cards saved using either of these option would be available for respective options and would not be useable by activating the other option.

Defect: 109696,

Support Ticket: ,

Release Date: 9/27/2022

Product Area:

Release Note:

Opening TargetCRM on Ideal would show incoming message notifications on target screen.

Defect: 109805,

Support Ticket: ,

Release Date: 9/27/2022

Product Area:

Release Note:

Resolved an issue where IDEAL was allowing users to create new customer if Space is Typed in the Name fields both for Organization and Individual customer. Now Error message will appear if the Name field is blank or it contains spaces only.

Defect: 109374,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Changed the Hustler PO interface output file name and Format to their requirements.

Defect: 109455,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Resolved an issue where clicking X on EmergePay screen caused an error and did not complete transaction.

Defect: 110007,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Fixed an Issue where reversing and internal WO with only parts on it caused issues.

Defect: 110012,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Resolved an issue where Ideal Users were unable to log into TargetCRM via Ideal or Target Web URL.

Defect: 110104,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Changed the JD PO interface output file name to their requirements.

Defect: 110240,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Fixed Compounding issue on open SO when internal WO Was revered and Finished again.

Fixed Some other issues related to Dealer Options on Open SO.

Adjusted Net Price Adjustment Screen Alignment.

Added a feature where reversing Work Order from Work Oder History Page will open the Work Order From Now.

Defect: 110277,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Fixed an Issue when Perform code is changed to Symptom or Request in Work Order codes screen and later utilized in Work Order Entry was causing Error when Invoicing Work Order.

In New Changes User will not be able to change Work Order Code Type (Perform/Request/Symptoms/Extras) to other work order code Types if

There exists sub codes for that Code Type
If the Work Order Code Type is the Sub code of other Work Order Code Type
If Work Order Code is associated to any open Work Order.

Defect: 110490,

Support Ticket: ,

Release Date: 10/4/2022

Product Area:

Release Note:

Fixed an issue when Error pops up while Creating a “Special Order PO Recommendation” from Sales Order if Ship To Date on Sales Order is set to advance to current date.

Ideal Release: 2022-15

Release Date: 8/30/2022

========================================================================================================================================

Ideal Version: 9.12.0.521

Ideal Connector Version: 9.12.0.521

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.521

=========================================================================================================================================

New Features or enhancements

User Story: 82925,

Release Date: 8/23/20222022-08-23T04:00:00Z

Product Area: API

Release Note:

This is a new API functionality to add and lookup customers, details can be found here:

https://idealsoftware.na3.teamsupport.com/knowledgeBase/17752281

User Story: 109198,

Release Date: 2022-08-23T04:00:00Z

Product Area:

Release Note:

F&I Payments options were changed to reflect the common payment Payments/year. The updated add the ability to for customized non-standard payments/per year

Defects Resolved

Defect: 107813,

Support Ticket: ,

Release Date: 8/23/2022

Product Area: Accounting UX

Release Note:

We added an option to the Product Transaction List Report to list any product with less than 0 on hand quantity. Use this report to bring negative balances back to 0 before closing your accounting period.

Applications -> Inventory -> Inventory Reports -> Product Transaction List

Set Transaction to Negative Balance

Inventory Transaction Negative Balance.PNG

Defect: 109362,

Support Ticket: ,

Release Date: 8/23/2022

Product Area: merchant services

Release Note:

Fixed an Issue where the Signature Would print in Reverse Ink when Signature was Taken From Clover Device.

Defect: 108442,

Support Ticket: ,

Release Date: 8/23/2022

Product Area: PO Rec

Release Note:

Resolved an error related to Negative Po being created when checking product availability.

Defect: 109351,

Support Ticket: ,

Release Date: 8/23/2022

Product Area:

Release Note:

Fixed an issue with integrated payments where saved credit card is enabled and cancelling from the close window “X” did not cancel the transaction.

Defect: 109411,

Support Ticket: ,

Release Date: 8/23/2022

Product Area:

Release Note:

Fixed an issue with capturing signatures on invoice reprint.

Defect: 109666,

Support Ticket: ,

Release Date: 8/23/2022

Product Area:

Release Note:

Fixed Spelling Mistake on Optimize Screen During Ideal Launch

Defect: 108463,

Support Ticket: ,

Release Date: 8/9/2022

Product Area:

Release Note:

Resolved an issue related to contracts not displaying on Rental. Only a relevant unit on a quote whose status is Finalized not all other units will display.

Defect: 108963,

Support Ticket: ,

Release Date: 8/9/2022

Product Area:

Release Note:

Fixed an issue when Clicking “X” from EmergePay payments screen in IDEAL was cancelling payments in IDEAL but approving at Gravity hence double charging the customer when card/new card is re inserted for the same transaction. In new Update, When “X” Button is clicked after Bypassing PIN/Entering PIN on device, Transaction will get approved anyways and should be voided later.

Defect: 109016,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Resolved an issue related to inventory count worksheet report where the user couldn’t see the report and was prompted with an error.

Defect: 109022,

Support Ticket: ,

Release Date:

Product Area:

Release Note:

Fixed an issue where Job titles were not displayed completely.

Ideal Release: 2022-13

Release Date: 07/26/2022

========================================================================================================================================

Ideal Version: 9.12.0.498

Ideal Connector Version: 9.12.0.498

Ideal Rental Version: 1.6.0.228

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.498

=========================================================================================================================================

New Features or enhancements

User Story: 84632, Release Date: 2022-07-26T04:00:00Z

Product Area: API

Release Notes:

Provided a new method allowing developers using the Ideal API to get a list of products based on the last change data/time allowing them to retrieve only items have changed.

User Story: 105136, Release Date: 2022-07-26T04:00:00Z

Product Area:

Release Notes:

Resolved an issue where adding dealer options to an internal work order were not added to the Sales Order if the with a serialized item was allocated unless the sale order was refreshed. by reselecting the Unit.

Defects Resolved

Defect: 103910, Support Ticket: , Release Date: 7/26/2022

Product Area: API Release Notes:

Resolved an issue with the API and Shopping Cart Interface where the OrderStatus and orderimportorderaction not functioning.

Defect: 108517, Support Ticket: , Release Date: 7/26/2022

Product Area: reports Release Notes:

Resolved a sorting issue with the Tax Agency filter on the Sales Tax Report.

Defect: 107848, Support Ticket: , Release Date:

Product Area: Release Notes:

Restore F10 UPC on product lookup screen while let it remain disabled when doing UPC lookup (To handle duplicate UPC codes).

Defect: 108016, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108033, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108217, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108253, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108269, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108459, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Defect: 108463, Support Ticket: , Release Date: 7/26/2022

Product Area: Release Notes:

Past Releases:

Ideal Release: 2022-13

Release Date: 06/30/2022

======================================================================================================================================

Ideal Version: 9.12.0.487

Ideal Connector Version: Same as app version

Ideal Rental Version: 1.6.0.226

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.487

=========================================================================================================================================

New Features / enhancements

User Story: 107562

Release Date: 2022-06-30T04:00:00Z

Product Area: OEM Interfaces, John Deere Part Order

Release Notes:

To use this feature, you must contact your John Deere Account manager to initiate the approval process and obtain the necessary credentials.

The John Deere DTF automated part order has been updated to use the John Deere DTF automated upload. When finalizeing a PO, select from t

User Story: 91862

Release Date: 6/30/20222022-06-30T04:00:00Z

Product Area: Purchasing, Price file updates

Release Notes:

Ideal’s default behavior for Wholegood List Price syncs to the Product Mfr List Price except if the wholegood list price is overwritten. During the receiving process, if the List price is overwritten, the Unit List Price is permanently set.

This update includes the following changes to the Units receiving process and Unit List price making the override and current list/selling price more apparent to users.

By default, the Unit list price will always follow the Product Mfr List price. Selecting the List Price Override will set the Unit selling price permanently or until it is manually updated again.

Purchasing

1) Added two options in Purchasing Preferences screen

These settings are located here: Applications>Purchasing>Purchasing Setup>Preferences

These options set how Units will be received by default. When Default Always Receive Unit with MFR List Price is selected, Unit will be sold on MFR List price on Sales Order. If Override MFR List Price is selected, Unit will be sold on Unit List Price on Sales Order rather than MFR List Price.

Always Receive Unit with MFR List Price ( Unit will be received with MFR List price)
Override MFR List Price (MFR List price will be override with Unit List price)

2) Add the “Unit List” and “MFR List price” to the Serial Number receiving screen.

Wholegoods

A checkbox is added to the Unit Properties to Override MFR List Price. By overriding this value, changes to the MFR List Price from the Mfr during price file updates will not be applied to this unit.

User Story: 106112

Release Date:

Product Area:

Release Notes:

Added a John Deere Trial Balance submit to support the required monthly JD financial reported. A mapping tool was added to map the current GL accounts to the required John Deere account number ranges and the push the Trial Balance using the dealers DTF account.

To use this feature, you must contact your John Deere Account manager to initiate the approval process and obtain the necessary credentials.

Defects Resolved

Defect: 107651

Support Ticket:

Release Date:

Product Area: API Release Notes:

No change to customer but OrderStatus field passed into addOrder API call should correspond to a DisplayTitle from SalesOrderStatus table.

Defect: 107666

Support Ticket:

Release Date:

Product Area: Rental Release Notes:

Resolved an issue on the Rental Calendar where new Quotes were not displaying active quotes for hte same rental asset making it appear the unit was available when it was not.

Defect: 107527

Support Ticket:

Release Date:

Product Area: Release Notes:

Resovled an issue where Golden Eagle or PES pricing file updates using CODIS with unrecognized MFR would continue to use the selected MFR for all subsequent updates.

Defect: 107559

Support Ticket:

Release Date: 6/30/2022

Product Area: Release Notes:

Added a 3 second delay to any bulk email send (Customer statements) to help prevent email accounts from exceeding sending SPAM limits.

If you wish to increase or decrease the email sending delay one can add this item to the ideal.ini to increase the sending delay to help avoid email blacklisting for exceeding the email providers sending limits.

Open the Ideal.ini file and under the heading called [Ideal]

Simply add EmailDelay=0

Replace 0 with a value to represent in seconds the delay between sending sequential emails such as Customer Statements.

Our default has been changed to a 3 second delay.

Note: this change will not account for other internal email volume, velocity, or content that may impact your email providers SPAM policies.

Defect: 106251

Support Ticket:

Release Date:

Product Area: Release Notes:

Resolved an issue where printing/reprinting invoices would include dealer options on any Stock Number the unit was sold as.

Defect: 107613

Support Ticket:

Release Date:

Product Area: Release Notes:

Invalid Input Error is fixed when number is pasted into Phone/Fax field in Company Properties screen.

Past Releases:

Ideal Release: 2011-10/11

Release Date: 06/30/2022

========================================================================================================================================

Ideal Version: 9.12.0.474

Ideal Connector Version: 9.12.0.465

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.474

=========================================================================================================================================

New Features or enhancements

User Story: 106498, Release Date: 6/16/2022 6/16/20222022-06-16T04:00:00Z

Product Area: Help

Release Notes:

The “Help with Active Screen” button has been moved to the System menu. The F1 will still work as normal for On-Prem dealers. However, we encourage all user to us the “?” and the Knowledge Base as the F1 help is no longer updated.

Defects Resolved

Defect: 104452, Support Ticket: , Release Date: 6/2/2022

Product Area: reports Release Notes:

Defect: 105357, Support Ticket: , Release Date: 6/2/2022

Product Area: Internal Work Orders Release Notes:

Defect: 105794, Support Ticket: , Release Date: 6/16/2022

Product Area: SO Release Notes:

When scanning UPC barcodes, multiple items shared the same UPC code, The product list will display a list of matching products. This resolve the issue where if scanning another barcode would skip the first so it was not added to the order.

Defect: 106182, Support Ticket: , Release Date: 6/2/2022

Product Area: Tax Release Notes:

Defect: 96664, Support Ticket: , Release Date: 6/16/2022

Product Area: OEM Interfaces Release Notes: Resolved an issue with the CODIS MFR cross references causing CODIS interfaces to associate with incorrect MFR ID during price file updates.

Defect: 98639, Support Ticket: , Release Date: 6/16/2022

Product Area: Reports, FireDac Release Notes:

This work set the default lookup for Manufactures and Supplier to Name for all Sales, AR and AP reports. Ideal will also now remember and keep the Last used lookup used by user name.

Defect: 104276, Support Ticket: , Release Date: 6/16/2022

Product Area: Company Settings Release Notes:

This work added an addition Hotmail/Outlook provider smtp option as prodider such as Hotmail not use the outlook domain. Side Note, mote email provides (Yahoo, Gmail, Outlook) require the use of an App Password. See your provider for instruction to properly setup and use App Password for these services.

Defect: 106737, Support Ticket: , Release Date: 6/16/2022

Product Area: Release Notes:

Resolved an issue where the “Seles Rep does not exist” message would display when the Order Type to Estimates or Quote.

Defect: 102704, Support Ticket: , Release Date:

Product Area: Release Notes:

Some dealer were seeing issue with email accounts flagged and blocked when sending customer statements for exceeding the email provides sending limits.. There is now a 3 second delay between unique emails so that the send rate cannot exceed 20 emails/minute. None- bulk email sends will not be affected.

Defect: 106764, Support Ticket: , Release Date: 6/2/2022

Product Area: Release Notes:

Resolved an issue that allowed all user type to see the Product Costs when the “Hide Cost” feature was enabled. With this update, if the “Hide Costs” is enabled for the user group and the “Adjust Inventory is enable, When add an out of stock item to an order and adjusting the inventory, the the Manufacture cost will be used to price the product. If the Mfr Cost is 0, the Average Cost is used. If the Average Cost is $0, the last cost is used.

Past Releases

Ideal Release: 2011-9

Release Date: 05/24/2022

=========================================================================================================================================

Ideal Version: 9.12.0.465

Ideal Connector Version: 9.12.0.465

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.465

=========================================================================================================================================

New Features or enhancements

User Story: 104805, Release Date: 4/7/20222022-04-07T04:00:00Z

Product Area: Remote Payments

Release Notes:

The Work Order list now includes a Payment Status column to track payment when the Remote Payment (text2pay) feature is enabled and used to request payment on a work order.

User Story: 105783, Release Date: 5/5/20222022-05-05T04:00:00Z

Product Area: GL, Accounting

Release Notes:

Allowing negative on-hand quantities is not a recommended practice as it can lead to the need to restate financials from previous periods if the netative quanities are not handled in the same accounting period.

This work added a warning when this feature is enabled. Additional work has been completed to prevent posting or closing periods when negative inventories exist. Additional work was complete to prevent receiving product on a transaction that is outside the current period.

The addition of htese safeguards are intended to prevent transactions from posting into closed periods requiring adjustments and restating of financial reports.

User Story: 105784, Release Date: 5/5/20222022-05-05T04:00:00Z

Product Area:

Release Notes:

When posting or changing accounting periods, Ideal will no allow changing the Period and “closing the accounting period” if there are any negative sales/inventory, transactions

This prevents creating situations where financial statements must be restated.

User Story: 106582, Release Date: 5/19/20222022-05-19T04:00:00Z

Product Area: Reports

Release Notes:

Add a new Inventory Count sheet sorted by Bin location and move the bin location to the first column .

User Story: 105791, Release Date: 2022-05-19T04:00:00Z

Product Area:

Release Notes:

Related to posting items into closed periods, This update prevents receiving any item when it has a negative sales prior to the EarliestTransDate in the Company settings.

The error will be displaced when:

When Receiving through PO.
Returning Item through SO.
Adjusting Qty through Product Activity.
Inventory Adjustment Entry.

Defects Resolved

Defect: 104277, Support Ticket: , Release Date: 5/5/2022

Product Area: SO, WO Release Notes:

Fixed an issue where the second signature (delivery) was not printing on the work order invoice. The signature was captured, but did not print.

Defect: 104188, Support Ticket: , Release Date: 5/5/2022

Product Area: Reports Release Notes:

This update resolved on issue where the bin location were not properly sorting on the Inventory Count sheet. An additional story added a new option to sort by Bin location .

Defect: 106341, Support Ticket: , Release Date: 5/19/2022

Product Area: Reports Release Notes:

Defect: 106196, Support Ticket: , Release Date: 5/19/2022

Product Area: reports Release Notes:

Resolved a sorting issue with the Tax Agency filter on the Sales Tax Report.

Defect: 106690, Support Ticket: , Release Date: 5/19/2022

Product Area: SO Release Notes:

Fix a sort/search issue on the Product Properties product category list.

Defect: 106267, Support Ticket: , Release Date: 5/19/2022

Product Area: 5/19/2022 Release Notes:

Resolved a sorting issue on the Product Pricing Maintenance filters.

Defect: 105649, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved an issue where UPC codes had extra spaces and could not be generated and printed. Note this did not affect reading, just printing/generateing UPC bar codes.

Defect: 104427, Support Ticket: , Release Date: 4/8/2022

Product Area: Release Notes:

Fixed a label on the Sales Order List Report where there Counter Person label showed the Sales rep.

Defect: 104724, Support Ticket: , Release Date: 5/19/2022

Product Area: Release Notes:

Resolved an issue submitting PO’s with the Medart Electronic Interface.

Defect: 105766, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved an issue on product properties where a 0.00 or an 3 digit weight caused an error when creating a PO from a Sales order.

Defect: 105082, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved an issue on the Ideal Dashboard where an error occurred when the view period was set over 11.

Defect: 105364, Support Ticket: , Release Date: 5/5/2022

Product Area: Release Notes:

Resolved an issue with the Kawasaki electronic interface when configured on multiple workstations. This was for Ideal Cloud users only.

Defect: 105500, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved an issue were an error when generatied when editing the WO symptom code descriptions.

Defect: 105638, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved an display issue on the Sales Tax report where line items were duplicated or data was corrupted.

Defect: 105857, Support Ticket: , Release Date: 5/5/2022

Product Area: Release Notes:

Resolved an issue where generating email would fail and lock up when the template body included bullets pasted from MS Word or other invalid characters or ascii code text.

Defect: 105876, Support Ticket: , Release Date: 4/7/2022

Product Area: Release Notes:

Resolved the nothing to print error on the recurring receivables email generation. Bullet points pasted from application such a MS Word or Google Docs may cuase the PDF conversion to fail and must be replaced.

Defect: 105911, Support Ticket: , Release Date: 5/5/2022

Product Area: Release Notes:

Defect: 105947, Support Ticket: , Release Date: 5/5/2022

Product Area: Release Notes:

Resolved an issue where and “Invalid Sales Rep” on WO’s caused “Record not found” or “details exist” error when adding parts t an work order.

Defect: 106047, Support Ticket: , Release Date: 5/19/2022

Product Area: Release Notes:

Resolved an issue in Inventory adjustment where Serial number were omitted from the list of available in-stock items if there was an existing adjust on the unit.

Defect: 106096, Support Ticket: , Release Date: 5/19/2922

Product Area: Release Notes:

Ideal Release: 2011-5

Release Date: 03/24/2022

=========================================================================================================================================

Ideal Version: 9.12.0.431

Ideal Connector Version: 9.12.0.431

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.118

=========================================================================================================================================

New Features or enhancements

User Story: 101438, Release Date:

Product Area: Customer Activity, Payments

Release Notes:

For Users with the new EmergePay Merchant Services interface, This new feature will allow adding a remote payment link to Customer Statements. When a user completes the online payments, the payment will be applied to the invoices included on the statement.

To use this new feature: EmergePay Payement interface w/ Remote Payments and support for the Clover Card reader will be available after 4/1/2022.

1) After 4/1/2022, Contact Gravity Payments to enable emergepay interface and order the replacement Clover Card readers

2) Contact Ideal to enable two way SMS Messaging via TargetCRM

3) Under Application > System Manager > Email and Text Messages setup an Account Statement template. Add the [Payment Link] to the message body.

4) Select to send statement from Applications > Accounts Receivable > Account Statements Reports > Customer Statement. Select the option to “Include Payment Link for Statements with Balance Due”

Results:

Emails send to customers will include a link where the can make a payment on their account.

When payment is recieved, Ideal will automatically apply the payment to the included invoices.

Currently payment must be for the exact amount for the statement.

User Story: 104804, Release Date: 03/10/2022

Product Area: Payments, POS UX improvements

Release Notes:

A common comment regarding the Sale Order process in Ideal is too many click and steps when completing a sale. After discussion with several dealer and as part of the updates to support the new Gravity Payments interface, several confirmation steps have been eliminate when taking credit card payments.

In future releases, based on user feedback we are also considering directly printing the receipts and closing the sale following successful payment.

Defects Resolved

Defect: 102110, Support Ticket: , Release Date:

Product Area: sales order Release Notes:

Resolved an issue where products with the same UPC code would correctly present the Product list. If an item was then scanned from this List, Ideal would close. PLEASE NOTE: With this fix, it is possible to scan an item from the secondary product lookup. If the scanned product is found, it will added to the Sales Order and the first item scanned will be skipped. Additional work is in progress to 1) provide a audible feedback to the user and 2) prevent scanning addition items until an item is selected from the secondary product lookup.

Defect: 103841, Support Ticket: , Release Date: 3/24/2022

Product Area: Payments Release Notes:

When sending a Remote Payment link, if payment is made with another form of payment before payment has been made from the Remote Payment link, the payment link will be voided. This prevents payments from occurring and adding unmatched account credits.

Defect: 103939, Support Ticket: , Release Date:

Product Area: Interstore transfer Release Notes:

The defect resolves in issue where during an inter-store transfer, if the receiving store finalizes the PO before the transferring store finalized the Sales Order, the Transferring store will was not able to finalize the Sales Order. Ideal will not warn the user and not allow closing the receiving store PO if the transferring store PO has not finalize and invoiced the Sales Order.

Defect: 104917, Support Ticket: , Release Date: 3/24/2022

Product Area: Schedule Release Notes:

Resolved an issue where printing the calendar from File > Print calendar, the print dates were showing ” no date” even if the Schedule start and end dates were set.

Defect: 105221, Support Ticket: , Release Date: 3/24/2022

Product Area: Schedule Release Notes:

Resolved an issue where changes on the schedule calendar were not updating the work order.

Defect: 105365, Support Ticket: , Release Date:

Product Area: Employee Release Notes:

Resolved an issue in the employ list where deleting an active employee with open orders associated would cause a error. The expected behavior would prevent the employee form being deleted until any associated open orders had been changed or finalized. Note: The recommended process for handling separated employees would be to make them Inactive and set your view to include only Active employee’s.

Defect: 105405, Support Ticket: , Release Date: 3/24/2022

Product Area: Work Order Release Notes:

Resolved an issue in Work Order Warrantor properties where selecting F4 after making an update to an existing warrantor caused an Access violation.

Defect: 105408, Support Ticket: , Release Date: 3/24/2022

Product Area: F&I Release Notes:

Resolved an issue on the F&I properties screen where the F4 save function was not saving changes.

Defect: 71653, Support Ticket: , Release Date: 3/24/2022

Product Area: Release Notes:

Purchasing a price file will not error out.

If there is an error, the price file will remain in the list so the user can attempt again.

Ideal Release: 2022-4

Release Date: 03/10/2022

=========================================================================================================================================

Ideal Version: 9.12.0.420

Ideal Connector Version: 9.12.0.318

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.118

=========================================================================================================================================

New Features or enhancements

User Story: 104790, Release Date: 2022-03-10T05:00:00Z

Product Area: Sale Order

Release Notes:

This Remote Pay update will now close a Sales Order and start the next order immediatly after sending the payment link. Payment status can be tracked on the Sales Orders list. WE suggest a view be created by seeing the filter to show only items with a Payment Status and move the payment status from the far right column to a left side column withn the normal view.

User Story: 103530, Release Date: 2022-03-10T05:00:00Z

Product Area: Sale Order

Release Notes:

Updated the Sales Order view status to allow selecting on only orders with any payment status. The selection can be: Select all status except none, or select none and the Non Matching flag.

Defects Resolved

Defect: 100809, Support Ticket: , Release Date: 2/24/2022

Product Area: Company

Release Notes:

Resolved an issue where hte VAT check box was not displaying on the Company Properties.

Defect: 102353, Support Ticket: , Release Date: 2/24/2022

Product Area: Reports

Release Notes:

Resolved issue on the Work Order Reports where the Warrantor ID were truncated buy expanding the field.

Defect: 103297, Support Ticket: , Release Date: 2/24/2022

Product Area: Reports

Release Notes:

Resolved an issue on the Sales Order list report where the Counter Person Filter displayed Sales Rep not Counter Person.

Defect: 104406, Support Ticket: , Release Date: 3/10/2022

Product Area: Reports

Release Notes:

Resolved an issue with the Sales Invoice filter “print balances greater than $0 were not working and returned “no records found”.

Defect: 105003, Support Ticket: , Release Date: 3/10/2022

Product Area: Product

Release Notes:

Resolved an issue on the Bin search where items outside the List range were not found when searching using the “Sarts with” but would display when using the “contains”.

Note: Bin locations where the numbers do not have the same number of digits will short incorrectly. To get correct sorts, you must add leading 0s so that the number lengths match. For example. 1, 2, 3, 11, 12, 13 will sort as 1, 11, 12, 13, 2, 3. for them to sort in numerical order, you must add a leading 0 to the single digit numbers. 01, 02, 03, 11, 12, 13 will sort as 01, 02, 03, 11, 12, 13.

Defect: 105011, Support Ticket: , Release Date: 3/10/2022

Product Area: Integrations

Release Notes:

Resolved and issue w/ on-premise services and TargetCRM integration where the Target User is not properly logged on and cannot log in on a second work station after logging out of Ideal.

Ideal Release: 2011-3

Release Date: 02/24/2022

=========================================================================================================================================

Ideal Version: 9.12.0.409

Ideal Connector Version: 9.12.0.318

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.118

=========================================================================================================================================

New Features or enhancements

User Story: 104790, Release Date: 2022-03-10T05:00:00Z

Product Area: Sale Order Release Notes:

User Story: 103903, Release Date: 02/24/20222022-02-24T05:00:00Z

Product Area: F&I Release Notes:

Add a new Added a new Model Year field in pipeline plDetail. It gets modelyear from StockUnit of each serialized detail item sold. To add this field on your invoices, Open the Sales Invoice under sales reports. Follow the instructions in the Knowledge Base for Creating & sharing Custom Reports. In sort, open the Sales Invoice, Save a new Report. Open the Report Designer, add the desired field label and field where you want it to print. Close report designer and set your default Invoice to the new invoice name you create above. Do not make changes to the system reports. they will be overwritten on every application update.

Webinar: Views & Report Wizard:

User Story: 103904, Release Date: 02/24/20222022-02-24T05:00:00Z

Product Area: F&I Release Notes:

To assist with Vehicle sales tax reporting, we added two new Vehicle sales reports (Applications> Sales > Sales Reports > Vehicle Tax Report).

1- Detail (summary)

2- Extended Detail (summary)

In Detail (summary) report, we are showing following details on report.

Deal Id

Tax Agency

Unit Description

Vin/Sn

Customer Name

Date Sold

Selling Price

Tax Code

Taxable Amount

Vehicle Tax

Total Taxable amount

Total Vehicle Tax amount

In Extended Detail Report, we are showing following details

Tax Agency

Deal Id

Sales Rep

Date Sold

Customer Id

Customer Name

Mfr

Product Number

Unit Description

Vin/Sn

Selling Price

Tax Code

Rate 1

Limit

Rate 2

Flat Rate

Override Rate

Taxable Amount

Vehicle Tax

Total Taxable amount

Total Vehicle Tax amount

User Story: 98242, Release Date: 02/24/20222022-02-24T05:00:00Z

Product Area: Sales Order Release Notes:

This new feature add the ability to add Product to a new or open sales order from the Product screen allow a counter person to lookup and add mulitple items to a sale order without hte need to create the Sales Order. Once the products are added the Counter Person can go to the Order screen completing the order by adding the customer, adjusting quantities and taking payment.

User Story: 103530, Release Date: 2022-03-10T05:00:00Z

Product Area: Sale Order Release Notes:

Updated the Sales Order view status to allow selecting on only orders with any payment status. The selection can be: Select all status except none, or select none and the Non Matching flag.

Defects Resolved

Defect: 98318, Support Ticket: , Release Date: 02/24/2022

Product Area: Reports, Employee Release Notes:

Update the Employee Efficiency report so include and show $0.00 labor hours.

Defect: 100809, Support Ticket: , Release Date: 2/24/2022

Product Area: Company Release Notes:

Resolved an issue where hte VAT check box was not displaying on the Company Properties.

Defect: 102353, Support Ticket: , Release Date: 2/24/2022

Product Area: Reports Release Notes:

Resolved issue on the Work Order Reports where the Warrantor ID were truncated buy expanding the field.

Defect: 103297, Support Ticket: , Release Date: 2/24/2022

Product Area: Reports Release Notes:

Resolved an issue on the Sales Order list report where the Counter Person Filter displayed Sales Rep not Counter Person.

Defect: 96018, Support Ticket: , Release Date: 02/24/2022

Product Area: Integrations, Gravity/USAePay Release Notes:

Resolved an issue with the USAePay AR transactions were not displaying the AR Type. Added a AR Type for remote Payments “Text to Pay”.

When using remote payments, (either USAePay or EmergePay” an AR Type should be created with the “Verification Type = Text to Pay”. This will prevent the Remote Payment type from appearing on the Payment Screen.

Defect: 103686, Support Ticket: , Release Date: 3/10/2022

Product Area: Product Release Notes:

Defect: 104679, Support Ticket: , Release Date: 2/24/2022

Product Area: Product Release Notes:

Resolved a critical error on then Product Screen when Custom Views were in use. – The was released in hot fix on 2/25

Defect: 103909, Support Ticket: , Release Date:

Product Area: Accounts Payable Release Notes:

Resolved an issue in AP Payments where the Gross Pay field under the Payable Payment d each time you “unapply” or the system unapplied the AP payment from the AP invoice when reversing or manually clicking “unapply” on a payment.

Defect: 103992, Support Ticket: , Release Date:

Product Area: Accounts Payable Release Notes:

Updated the Schedule payment to display serialized items on a non-floor planned scheduled payments

Defect: 104678, Support Ticket: , Release Date: 02/24/2022

Product Area: Product Release Notes:

Resolved an issue on the Product screen where the ” Cannot Perform the Operation on a closed data set” is presented when the Shot Net Price is the default.

Defect: 104723, Support Ticket: , Release Date: 02/24/2022

Product Area: Integrations Release Notes:

Resolved an issue with the Kawasaki Inventory query interface w

Ideal Release: 2011-2

Release Date: 02/10/2022

=========================================================================================================================================

Ideal Version: 9.12.0.399

Ideal Connector Version: 9.12.0.318

Ideal Rental Version: 1.6.0.220

Feed Service Version: 9.12.0.122

Ideal System Services Version: 9.12.0.118

=========================================================================================================================================

New Features or enhancements

User Story: 104226, Release Date: 2022-02-10T05:00:00Z

Product Area: Release Notes:

User Story: 103621, Release Date: 2022-02-10T05:00:00Z

Product Area: Release Notes:

Ideal Dealers licensed to used TargetCRM will now have an embedded view of TargetCRM. TargetCRM will be available as a menu option under Applications > TargetCRM. When selecting the TargetCRM menu or icon, user will be automatically logged into TargetCMR using their Ideal user. They will have access to to the TargetCRM features base on their permissions set in TargetCRM.

TargetCRM can also utilize the Ideal Users and Group settings to enable or restrict user Access or add TargetCRM To the Group Toolbar. This is found under the Applications > System Manager > Users & Group > Group Toolbar.

New Ideal users will automatically sync with TargetCRM as will customer updates. Customer Updates in TargetCRM will also automatically sync back to Ideal. Currently the sync can take up to 24 hours but will soon be a near real time sync.

User Story: 103669, Release Date: 2/8/20222022-02-10T05:00:00Z

Product Area: Remote Pay Release Notes:

This update for Remote payment applies to the USAePay interface and the new EmergPay Merchant interface. The details for setting up Ideal to use the Remote Pay or Text2Pay option have been documented in the Knowledge Base here. This update now supports: 1) Multiple store locations, 2) Partial Payments, a new improved payment interface, Improved payment status updates, and a new “text2Pay” AR Type.

User Story: 100072, Release Date: 2022-02-10T05:00:00Z

Product Area: Inventory Release Notes:

User can now Search for product based on the Bin location or create views for bin location from the product list.

Defects Resolved

Defect: 103562, Support Ticket: , Release Date:

Product Area: Mass Update Release Notes:

Resolved an issue in the Mass update where the customers Primary ship too address was not being updated. The root cause relates to the Update Billing Address default settings. The current behavior with the “Update Primary Ship to same as Billing” is as follows:

1) Customer New Customer “Ship to same as Billing” sets Ideal to sync the Primary Ship to Address and Billing address to be the same. Any changes to the Primary shipping address, given the “Ship to same as billing” option is checked will automatically update the Billing Address.

Defect: 103886, Support Ticket: , Release Date: 2/10/2022

Product Area: Release Notes:

Resolved an issue with the GL export where the export failed with a null data type failed to convert to a string type preventing the export for continuing.

Defect: 104193, Support Ticket: , Release Date: 2/10/2022

Product Area: Release Notes:

Previous functionality on the price rules required moving off the line being edited before the changes were saved. Current functionality will now save any unsaved changes on “Close”.

Ideal Release: 2022-1

Release Date: 1/25/2022

Cloud Customer updates applied 1/25 overnight

On Premise customer updates available after 1/26.

=========================================================================================================================================

Ideal Version: 9.12.0.391

Ideal Connector Version: 9.12.0.318

Ideal Rental Version: 1.6.0.220

FeedService Version: 9.12.0.122

Ideal System Services Version: 9.12.0.118

=========================================================================================================================================

New Features or enhancements

User Story: 100161, Release Date: 1/25/2022

Product Area: User settings

Release Notes:

Using users Groups, Custom reports can now be created and shared with another group. Then a user in the group can make it the default for all users in that group. A future release will include the ability for an a Admin to share any report template with a group and make it the default for all user in the group.

User Story: 102984, Release Date: 1/25/2022

Product Area: Reports

Release Notes:

Add the “Previous Fiscal Period” option to report filters to allow quickly printing of previous monthly reports after the beginning of a new fiscal period.

User Story: 100875, Release Date: 1/25/2022

Product Area: Customer Activity, Wholegoods, Registration

Release Notes:

The update add the ability to update the registration status and data in-line on the product wholegoods list.

User Story: 103611, Release Date: 1/25/2022

Product Area:

Release Notes:

Added UPC Codes field as a pipeline option for label and report printing.

Defects Resolved

Defect: 103066, Support Ticket: , Release Date: 1/25/2022

Product Area: Reports, Balance sheet Release Notes:

Resolved issue where Balance Sheet Income and Income Statement were not reporting the same values and eliminating the need to regenerate GLBalance table before running the reports.

Defect: 103068, Support Ticket: , Release Date: 1/25/2022

Product Area: Reports, Financial Statements Release Notes:

Resolved a reporting issue with the Balance sheets and Income statement reporting incorrectly and requiring a GL Rebalance prior to running the reports.

Defect: 103284, Support Ticket: , Release Date: 1/25/2022

Product Area: Sales Orders, Returns Release Notes:

Resolved and issue when returning items, the part on a sales order using Total cost of original sale, not individual part cost.

Defect: 103287, Support Ticket: , Release Date: 1/25/2022

Product Area: Product, Charge Products Release Notes:

Resolved an issue where charge product would not accept negative values. Negative Charges should be highlighted as Red.

Defect: 103492, Support Ticket: , Release Date: 1/25/2022

Product Area: Interfaces Release Notes:

Applied required new endpoints from Crader/Blue Mountain that addressed a submission defect in the Crader Service that was causing items successfully submitted on a PO to be dropped form the order.

Defect: 103497, Support Ticket: , Release Date: 1/25/2022

Product Area: Reports, Inventory Count Release Notes:

Resolved an issue where the Inventory Count worksheet was repeating serial number.

Defect: 103498, Support Ticket: , Release Date: 1/25/2022

Product Area: Performance Release Notes:

Resolved an issue with the Performance Options were not saving for the Sale History list causing long delay’s when opening. To improve load times, reduce the Display limits to 100.

Defect: 103513, Support Ticket: , Release Date: 1/25/2022

Product Area: Rental Release Notes:

Resolved an issue in rental that allowed finalized rental contracts to be restored resulting in duplicate invoices Paid on account for cash only customer.

Defect: 101497, Support Ticket: , Release Date: 1/25/2022

Product Area: Rental Release Notes:

The updates prevents users from Finalizing a contract when any of Charges (Extra / Other), in contract, have products assigned to them when the product Type is anything other than Non-Inventory. Additionally, an option to change the products without going through the whole process was added.

Defect: 103515, Support Ticket: , Release Date: 1/25/2022

Product Area: Integrations Release Notes:

Resolved issue with Florida Outdoor Parts availability was not responding

Defect: 100630, Support Ticket: , Release Date: 1/25/2022

Product Area: System, Settings Release Notes:

In previous versions, When Logging out of a user, setting were not save except with the user Exited Ideal. If a user logged off and then closed Ideal, the setting were not permanently saved. With this update users setting regardless of how the user logs off or exits Ideal.

Defect: 100722, Support Ticket: , Release Date: 1/25/2022

Product Area: Inventory Release Notes:

Resolved an issue where Items sold in fractional quantities (liquids, rope, etc) resulted in rounding errors in the Allocated quantities.

Defect: 102628, Support Ticket: , Release Date: 1/25/2022

Product Area: Work Orders Release Notes:

Resolved an issue on Work Orders where once selected, the delivery and pickup dates were not editable without deselecting and reselecting them.

Defect: 103691, Support Ticket: , Release Date: 1/25/2022

Product Area: Reports Release Notes:

Resolved a display issue where the Sales order list report was incorrectly reporting $0 sub total and $0 order total for open sales orders

Defect: 103692, Support Ticket: , Release Date: 1/25/2022

Product Area: Reporting, Sales tax report Release Notes:

Resolved a report display issue where Sales Tax report totals would change when navigating page to page

Past Releases

Release: 1/11/2022

Ideal Version: 9.12.0.380
Ideal Connector Version: 9.12.0.318
Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

Enhancements

User Story: 102981, Release Date: 2022-01-11T05:00:00Z

Product Area: Equipment Locator

Integrated Equipment Locator to the wholegoods and Serialized product. This feature is the sister product to Parts locator with information relevant for serialized wholegoods. Equipment Locator is enabled by default. It can be restricted for user under the Applications > System Manger > User and Groups. See https://idealsoftware.na3.teamsupport.com/knowledgeBase/14317227 for information on the Parts Locator & Equipment Locator.

User Story: 102982, Release Date: 2022-01-11T05:00:00Z

Product Area: Equipment Locator

The updated the Product Orders product lookup to utilize the Equipment Locator in place of the Parts Locator for Serialized products.

User Story: 102985, Release Date: 2022-01-11T05:00:00Z

Product Area: Equipment Locator

Added a Link to the Equipment Locator from the Wholegoods Menu.

User Story: 101864, Release Date: 2022-01-11T05:00:00Z

Product Area: system Added a new flag to the ideal.ini to enable or disable or windows event logging (Windows Event & Application logs) in services. By default the service is off to conserve resourced but can be enable to help ID issues with the Services. Works for Feed Service, Guardian Service, System Service and Ideal Connector.

[IdealServices]

IsDebug=true

User Story: 102443, Release Date: 2021-12-21T05:00:00Z

Product Area: TargetCRM

Deployed the TargeCRM real time sync to support real time updates of data, such as user information, customer contact info and transactions between Ideal and TargetCRM

User Story: 96940, Release Date: 2021-12-21T05:00:00Z

Product Area: System

Added additional logging and error checking in Ideal and Ideal Services to assist in error reporting and to help pinpoint product issues

Defects in Release

Defect: 83148, Release Date: 1/11/2022

Product Area: Integrations, Hustler

Updated the Hustler PO submission interact to include the “Due Date” in the orders submitted. The Due Date is populated from the “Deliver Date” field in the Purchase Order Entry details which is set by default to the Purchase order created date.

Defect: 103067, Release Date: 1/11/2022

Product Area: Reports

Resolved an issue w/ the Product Price List Report that would not open after hte 9.12.0.235 update.

Defect: 102506, Release Date: 12/21/2021

Product Area: Reports

Resolved an issue when clicking on “Last Page Button” on Sales Order List Report shows “No records found” error dialog on the screen.

Defect: 103195, Release Date: 1/11/2022

Product Area: system, updates

Resolved Optimization issue w/ large data files over 3GB that would not properly backup/restore to complete the optimization process.

Defect: 103261, Release Date: 1/11/2022

Product Area: Product Properties, Zero Inventory feature

Resolved an issue with the Zero Inventory function that was deleting the bin locations.

Defect: 75535, Release Date: 12/21/2021

Product Area: Reports, Inventory

Resolved an issue on the “Inventory Status Report” where the Asset/Debit Account and Expense Account Filters were not properly applying the filters.

Defect: 93139, Release Date: 12/21/2021

Product Area: Reports, Sales

Resolved an issue w/ the Sales Order List report where pages at the end of the report were blank.

Defect: 102156, Release Date: 12/21/2021

Product Area: Interfaces

Resolved a data variable length error on the Electronic Interfaces screen where navigating away from tne EI screen due to an uninitialized variable when the process was interrupted.

Defect: 99068, Release Date: 12/21/2021

Product Area: Customer, Mass Update

Resolved an issues on the Mass Update feature where selecting the “New Sales Rep” field displayed an error and no sales reps could be selected.

Defect: 99270, Release Date: 12/21/2021

Product Area: Finance, GL

Resolved an issue where adding and removing a trade-in unit from a Sales order would deduct the trade in allowance create an out of balance transaction.

Defect: 100377, Release Date: 12/21/2021

Product Area: F&I

Resolved an issue in F&I Bank fees where removing financing from the deal would leave the bank fee on the order increasing the amount due.

Defect: 100793, Release Date: 12/21/2021

Product Area: F&I

Resolved an issues in F&I forms where users were unable to select optional forms when more than one form existed.

Defect: 100791, Release Date: 12/21/2021

Product Area: Work Orders, UI/UX

Updated the Scheduling calendar hover to display the meeting details on hover.

Defect: 101498, Release Date: 12/21/2021

Product Area: Rental

Resolved an issue in Rental where an “extra” charge could be added to the rental even if it did not exist in Ideal product list and the Rental could be finalized. With this change, the rental cannot be finalized until the “exrtra” product has a product number in Ideal base.

Defect: 101651, Release Date: 12/21/2021

Product Area: reports, WO

Address an issue where the Employee Labor Efficiency Report was opening up off screen appearing as if the report was not opening. The report should now open centered on the same screen where Ideal is running.

Defect: 102526, Release Date: 12/21/2021

Product Area: reports

Fixed the Product Price List report preview button that was not functioning.

Defect: 102748, Release Date: 12/21/2021

Product Area: PO

Addressed an issue where the “PurchaseOrder_not_found error was displayed when receiving a PO.

Defect: 102828, Release Date: 12/21/2021

Product Area: Product, Product Properties, Charge Product

Resolved an issues on the Charge Products were displaying a $0 charge on a sales order when a dollar value was listed in the Charge Product under the Product Additional Tab.

Defect: 102942, Release Date: 12/21/2021

Product Area: Reporting, GL

Fixed financial reporting issues in GL Balances & Transaction List, Financial Statements dropping/repeating lines and reporting out of balance. This was a

Release: 12/7/2021

Ideal Version: 9.12.0.356
Ideal Connector Version: 9.12.0.318
Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

Integration Build	Work Item Type	Ticket ID	Category	Release Note
9.12.0.333	Defect		Interfaces	Resolve an import error, List Index out of Bounds issue w/ Center Point Payroll during a payroll update.
9.12.0.335	Defect		System	Update Ideal Business to include to the current Ideal version.
9.12.0.340	Defect		Reports, Sale Order	Optimized the Sale Order Pick ticket improving load time form 7-10 and longer for some down to the baseline 3 -5 seconds. Load times will very base on each dealer unique needs.
9.12.0.342	Defect		Reports, WO	Resolved an issue where signatures were not printing for some dealers after with customized invoices, WO or SO.
9.12.0.250	Defect	9641	AP, reports	Resolved issue where the check field was the wrong type and thus only using the first account reference for all check. With this code change, the Account field will print the appropriate account number on each check printed based on the supplier’s properties.
9.12.0.355	Defect		Integrations	Verified the Power Distributors PO submit is correctly returning errors. If no errors are reported but orders are not successfully summitted, Verify the dealer number under the Applications Interface settings (Applications System Manager Electronic Interfaces Central Power Systems: PO Submit. <br> Verify the last submission date. Open the Interface and verify the dealer number. If the orders still are not submitting, delete and recrate the interface after verifying the dealer number w/ Power Distributors.
	Defect		Reports, Sales	Addressed and issue where Kited Items are not Calculating in Sales Commission Report. Note, this is highly dependent on how commissions are setup for hte products in the kit and the sales person commissions.
9.12.0.347	Defect		System, Archive	Updated Archive to support Firebird 3.x deployments.
9.12.0.347	Defect		Reports	Resolved issue with Report times showing up to 4 hours ahead of local time.
9.12.0.344	Defect		Reports, GL	This is a partial fix that allows the report to be printed and can be viewed and navigated from page 1 – the end and back up to 3 times. . Printed documents will have all data printed correctly.
9.12.0.350	Defect	7961	System, Performance, Parts Locator	Depending on dealer configurations, firewall setting and network, The Parts Locator could adversely impact product lookups. This feature allows an Admin to disable to automatic part lookup. When a product is selected in the Product List, after 3 seconds, Ideal will automatically query the Parts Locator and indicate the parts availability from another dealer by turning the text green. This feature can now be disabled and the lookup can be “on demand” by clicking the Parts Locator Button. If the part is available, Parts Locator will Open. If its not available, the text will turn red. The auto-lookup is disable under View Performance when the Product List has focus.
9.12.0.352	Defect		Reports, Sales	Corrected the Sales Commission Report is showing an incorrect wrong column name when viewed by Counter Person.
9.12.0.253	Defect	10006	Interfaces, shopping Cart import,	Resolved an issue with the Pick List import and shopping cart import not importing correct quantities and pricing.
9.12.0.353	Defect	10573	PO, Reports	Corrected error when printing PO Receipt reports
9.12.0.341	User Story		Sales Order, Payments	Implemented/Updated SO/WO payment statuses for EmergePay and USAePay Text2Pay. Added Payment Status to the Views and added color coding by response type.
9.12.0.339	User Story		UI/UX, Team Support	Updated the Remote support Access Icon to match the Dealer Portal for consistent access
9.12.0.340	User Story		Sales Order	This feature adds the ability to create a Charge Product, such as a Destinations Charge to an order as a % of a wholegoods cost or price so that I can add fees to an order as a % of a selling Item. Use the Mass update to apply the Charge Products to a group of products base on various filters.
9.12.0.347 Feeds build 130	User Story		System, Data	Replace Current Sync Between Ideal and Target CRM Customer Data with Everest Connector

Release: 11/02/2021

Ideal Version: 9.12.0.336
Ideal Connector Version: 9.12.0.318
Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

ID	Integration Build	Category	Release Note
97800	9.12.0.327	Customer	Resolved an issue where; Customer Filter ‘Customer Terms’ was not filtering when characters exceed 10.
100505	9.12.0.333	Interfaces	Resolve an import error, “List Index out of Bounds” issue w/ Center Point Payroll during a payroll update.
100293	9.12.0.334	Orders, Customer	ew feature add the ability to quickly preview Sales Orders, Work Orders, Purchase Orders and invoices from the orders lists and customer history by right clicking the order and selecting Preview Order.
100610	9.12.0.327	Printing	Resolved an issue with the Print Ticket which caused an error an locked up ideal when Invoicing (finalizing a sales order) and printing the custom pick tickets.
98352	9.12.0.327	Reports – Sales	Resolved a error where the Print Pick Ticket report displayed Error Reading Rpt1682r1
101224	9.12.0.335	System	Update Ideal Business to include to the current Ideal version.
100546	9.12.0.336	System, Database	Resolved a Firedac error when Applying or Un-applying AP payments form suppler activity.

Release: 10/19/2021

Ideal Version: 9.12.0.327

Ideal Connector Version: 9.12.0.327

Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

ID	Integration Build	Category	Notes
100542	9.12.0.319	F&I	Resolved an issue where the Financing columns and detail were no longer displayed when a Sales Deal was closed and re-opened as well as an issue related to the finalize process.
98575	9.12.0.315	Hosted	Enhanced the load time on the Ideal Cloud environment including removing the Checking Printer dialog during startup as well as pre-loading local workstation and network printer options.
99508	9.12.0.313	Hosted, Sales Order	Fixed an issue where the Sales Order list was exceeding three seconds to load.
100156	9.12.0.321	Integrations – Gravity	N/A until a final solution is implemented.
99455		Purchasing	Resolved an issue where a specific Canadian date format was causing Purchase Order Recs and Sales Reports to display the incorrect data and recommendation values.
99780	9.12.0.325	System – Performance	Fixed an issue where it was taking longer than expected to open and view an AP transaction.

Release: 10/05/2021

Ideal Version: 9.12.0.318
Ideal Connector Version: 9.12.0.318
Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

ID	Integration Build	Category	Notes
100413	9.12.0.314	Integrations – Parts Locator	Fixed an issue related to the Welcome page display in the Edge web view.
100622	9.12.0.318	System	Fixed an error displayed in the customer portal when using the web view downloader.

Release: 09/22/2021

Ideal Version: 9.12.0.309
Ideal Connector Version: 9.12.0.309
Ideal Rental Version: 1.6.0.220
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.118

ID	Integration Build	Category	Notes
99665	9.12.0.309	Price List	Fixed an issue where an error was displayed when the MFR Price List Price field is blank.
97088	9.12.0.305	Rental	Fixed an issue where a rental contract was not expiring by the specified date.
99081	9.12.0309	Rental	Fixed an issue where the Rental contract totals were not updated when a rental contract change occurred.
99186	9.12.0.305	Rental	Fixed an issue where Rental Contract payments were not being applied to the parts invoice.
99215	9.12.0.306	Rental	Fixed an issue where a newly created rental item was not immediately available in the list view.
99771	9.12.0.308	Rental	Fixed an issue where selecting the New Location option in the Delivery/Off Rent section resulted in an error.
99512	9.12.0.309	Sales Orders	Fixed an issue where an error was displayed when a part was selected for Return.
99877	9.12.0.300	System	Fixed an issue where the Cash Ticket Template was causing Ideal to lock up.

Release: 09/07/2021

Ideal Version: 9.12.0.300
Ideal Connector Version: 9.12.0.300
Ideal Rental Version: 1.6.0.217
Feed Service Version: 9.12.0.122
Ideal System Services Version: 9.12.0.117

ID	Integration Build	Category	Notes
98070	9.12.0.285	API	Added functionality to allow users to add/remove lines, update quantities or the net price information for Sales, Sale Orders or Sales Quote transactions prior to being completed or shipped.
99030	09.12.0.296	Integrations – Crader/Blue Mtn.	Fixed an issue where the Ideal Crader interface was timing out due to long processing times on the Crader side.
99509	9.12.0.297	Orders	Fixed a FireDac issue where an order sent through the API was failing.
98918	9.12.0.296	UI/UX – Team Support	Updated the Ideal Welcome page to link directly to the Customer Hub.
98920	9.12.0.297	UI/UX – Team Support	Add a new option to allow users to create a support ticket from within the Ideal application.

Release: 08/10 & 24/2021

Ideal Version: 9.12.0.275

Ideal Connector Version: 9.12.0.275

Ideal Rental Version: 1.6.0.217

Feed Service Version: 9.12.0.122

Ideal System Services Version: 9.12.0.117

ID	Integration Build	Category	Notes
99012	9.12.0.275	Invoices	Fixed an issue where A/R entries were not created when taking one or more payments for multiple invoiced orders.
98550	9.12.0.268	Parts Locator	Fixed an issue where the Parts Locator was displaying an error when an Administrator attempted to access the functionality.
98492	9.12.0.271	Payments	Fixed an issue where Gravity Payment was not launching after an Ideal update.
98799	9.12.0.273	PO	Fixed a display issue related to Firedac changes.
98548	9.12.0.269	PoS, Work Order	Fixed an import pick list issue for all available file formats.
96177	9.12.0.275	Hosted, Rental	Addressed an issue related to exporting Rental Items, Extras, Classes Records and the Rental Home page.
98643	9.12.0.269	Reports, Sales Tax	Fixed an issue where the Sales Tax Code display was not displaying all digits and corrected the calculation.
94402	9.12.0.275	Sales, Units	Fixed an issue where a wholegood trade-in was still showing available for sale even though it was sold. Owner information is displayed in the Customer Activity view.
99258	9.12.0.275	System	Fixed an issue where ini settings were not being saved.
98721	9.12.0.273	Work Orders	Fixed an issue where On Hand Quantity was not shown when a unit was added to a WO using the Model # field.

Release: 07/27/2021

Ideal Version: 9.12.0.266

Ideal Connector Version: 9.12.0.266

Ideal Rental Version: 1.6.0.216

Feed Service Version: 9.12.0.122

Ideal System Services Version: 9.12.0.117

ID	Integration Build	Category	Notes
92644	9.12.0.262	API	Fixed an issue where updating Bill To/Ship Customer Information and Ship To information to Secondary shipping details on Reverse Sale were not being updated. The Default Ship To/Bill To information is now displayed on a Return Sales Order.
77913	9.12.0.265, System 117	Hosted, OEM Integ	Removed the scheduled task for AGCO and adding process to the System Service to prevent any future issues with the response files.
93661	9.12.0.262	Order, Returns	Fixed an issue on Return invoices where Charge Products or a unit was automatically added to the return even if it was not selected for return.
97290	9.12.0.262	Rental	Fixed an issue related to merged customer IDs. The updated customer ID is now displayed on Rental Quotes/Contracts.
98349	9.12.0.265	Reports, Finance	Fixed an issue where the Balance, credit and charges in aging columns 30/60/90 were reflecting incorrect information.
98351	9.12.0.265	Reports, Finance	Fixed an issue where an error was displayed when experiencing delayed report generation for the AR Aging report and Customer Statements.
98320	9.12.0.261	Reports, Sales	Fixed an issue where users were experiencing delayed report display and incorrect subtotal values on the Sales Commission report.
97989	9.12.0.265	Work Orders	Resolved an issue where Work Order status and Work Order Job status were not updated when converting an Estimate to a Work Order or a Quote to a Sales Order. Also addressed the issue where Order line items were not being allocated when saving estimate with allocating quantities options selected for converted Estimates and Quotes.

Release: 07/14/2021

Ideal Version: 9.12.0.260

Ideal Connector Version: 9.12.0.260

Ideal Rental Version: 1.6.0.216

Feed Service Version: 9.12.0.122

Ideal System Services Version: 9.12.0.115

ID	Integration Build	Category	Notes
88677	9.12.0.255	Accounting, Inventory Transfer	Resolved issues related to the Database Engine update conversion.
93519	9.12.0.260	API	Fixed an issue where allocated weight and ordered weight on an order were displaying zero.
97382	9.12.0.258, SystemService 113	API	Added the ability to update Bill To/Ship To, PO Number, Sales Order Status, Notes and Order Hold status information on sales quotes or existing orders that are not completed status via the Ideal API.
98068	9.12.0.259	API	Added the option to add shipping details via Order Lookup and edit/remove the tracking number for existing orders via the Ideal API.
98126	9.12.0.260	Finance, A/P	Resolved a Bank Account name display issue when multiple bank account names exist.
93951	9.12.0.260	Finance, A/P	Resolved an issue where an updating the Supplier name on a transaction was not saved.
93950	9.12.0.260	Finance, A/R	Resolved an issue with the GL Account field information not allowing updated information.
97650	9.12.0.252	OEM Interfaces	Resolved an issue with the Interface configurations blocking Ideal Updates.
96263	SystemService 115	OEM Interface – BRP	Resolved a recurring error by splitting the Dealer Master service file into two interfaces.
97856	9.12.0.259	PoS, Customer Activity	Fixed an issue in customer activity involving the incorrect sub total display when multiple orders are invoiced.
98031	9.12.0.259	PoS, Work Order	Resolved an issue with the picklist import and subsequent kit allocation quantities.
97083	9.12.0.259	Purchasing	Fixed an issue where special characters were preventing Specific Supplier IDs from being recommended for Purchase orders.
98335	9.12.0.260	Reports, Employee	Resolved an issue related to incorrect employee information display when selected from a popup on the Labor Efficiency Report.

Release: 06/29/2021

Ideal Version: 9.12.0.250

Ideal Connector Version: 9.12.0.250

Ideal Rental Version: 1.6.0.216

Feed Service Version: 9.12.0.122

Ideal System Services Version: 9.12.0.112

ID	Integration Build	Category	Notes
96396	9.12.0.243	Floor Planning	Resolved an issue where TCF PO and SO Interface was returning SSL Errors.
97292	9.12.0.249	Optimize	Resolved issue where optimizations and backup were blocked by user who had not logged out prior to the update.
96233	FeedService 121	Parts Locator	Parts locator quantities available will now reflect any allocated items reflecting only what is available for sale.
96986	9.12.0.250	Parts Locator	Added Parts Locator to the Application Menu making it available in the User Permissions.
97061	9.12.0.250	Reports	Corrected issue w/ work order history report missing the parts totals when exporting to excel.
96426	9.12.0.249	System Services	Fixed an issue related to the Ideal System Services where SMS and Send Feed processes were colliding with the exclusive process Update/Optimize. SMS or Send Feed processes are now terminated and restarted after the exclusive process completes.
97209	9.12.0.246	User Sign In	Resolved a Firedac error when selecting “exit” on the company login screen.
60517	9.12.0.243	Honda OEM	Fixed an issue related to the Honda parts import that produced an error when using the interface.

Release: 06/15/2021

Ideal version: 9.12.0.243

Ideal Rental version: 1.6.0.216

Work Item Type	Integration Build	ID	Category	Release Note
User Story	9.12.0.243	94577	Ideal Cloud	Implemented monitoring and automated recover for database that fail to restart after an optimization, or other restart.
Defect	9.12.0.234	78495	Hosted, OEM	Converted the PRP Inventory submit form a Windows Schedule Task to an scheduled service eliminating the need for Windows Schedule task and a more reliable delivery. Users can schedule the Daily submission from the Electronic Interface setting for the BRP inventory submit.
Defect	9.12.0.236	96858	Rental	Fixed an alignment issue in the Rental Manager.
Defect	9.12.0.236	97019	Rental	Resolved an issue in Rental when adding products to a new class that were attached to an existing class.
Defect	9.12.0.239	96989	Rental	Resolved an issue on the Rental Date picker where dates could not be changed.
Defect	9.12.0.239	96816	Rental	Resolved an issue where reversals and refunds were being processes in Ideal even if the Charge it Pro transaction failed or is CIP was not installed on the workstation.1 1) Resolved use case where CiP Failed Transactions were still returning deposits. 2) Resolve use case where Not checking whether Deposit was verified or not on CC when returning deposit as CC Trans. 3) Resolved use case where the Failed CC Transaction was still reversing ARTRANS instead of rolling back.
Defect	9.12.0.242	96925	PO	Fixed an issues in Purchase Orders where the manufacture ID’s were not sorting correctly when importing PO rec and results are blank.
Defect	9.12.0.242	96234	Work Orders	Resolved an issue in WO when adding the whole good and editing product properties would shift the focus to another product causing data entry issues.
Defect	9.12.0.243	96396	Floor Planning	Resolved an issue where TCF PO and SO Interface was returning SSL Errors.
Defect	9.12.0.243	96632	Mail Merge	Resolved an issue with Mail Merge errors in the Customer Labels report
Defect	9.12.0.243	96727	OEM Interfaces	Customer setup issue causing CODIS error due to bad customer number.
Defect	9.12.0.243	96393	OEM Integration	Resolved an issue with Inventory Query/Parts Availability responding w/ blank or no response

Release: 06/01/2021

Ideal version: 9.12.0.235

Ideal Rental version: 1.6.0.215

Work Item Type	Build	ID	Category	Notes
User Story	9.12.0.220	88784	Rental	Added the ability in Rental Items view to Create and Save custom filters.
User Story	9.12.0.228	94564	Sales Order	Optimize the Topaz signature capture bitmap transfer improving the signature capture end to end completion time for hosted customers. Tested signature pad ready time is now 3-5 seconds and signature upload times is 5-8 seconds for a total time of 10-15 seconds. Time will very based on internet connection times, system and network loads.
Defect	9.12.0.232	93929	Work Orders	Resolved a search filter issue on the Work Order codes lookup page where the search/sort by was not visible.
Defect	9.12.0.232	96427	Reporting	Resolved an issues in the Receivables Aging Report where the generation time was extremely long when the date was set to any date other than Today. Generate time was reduced to 8-12 seconds depending on data size.
Defect	9.12.0.232	96676	Printing, Sales Order	Resolved an issue in Sales Orders, work orders quotes and estimates where the product number is truncated at 40 characters.
Defect	9.12.0.233	96479	Rental	Resolved an issue in Rental where Rental would lose connection to Ideal when adding a rental contracts generating a Sales Order not found and then an Access violation.
Defect	9.12.0.233	94259	Rental	Resolved an issue in Rental where the application would Randomly close Ideal when changing status of hte Rental Agreement or taking payment and finalizing.
Defect	9.12.0.233	96141	Accounts Payable	Resolved an issue where reversing an AP trans from Supplier activity caused a transaction out of balance and firedac error.
Defect	9.12.0.234	92449	Text/Email	Updated Ideal System Service to only pull SMS notifications for the last 24 hours reducing the update/load time for SMS messages after the System Service is restarted.
Defect	9.12.0.234	78495	Hosted, OEM	Converted the PRP Inventory submit form a Windows Schedule Task to an scheduled service eliminating the need for Windows Schedule task and a more reliable delivery. Users can schedule the Daily submission from the Electronic Interface setting for the BRP inventory submit.
Defect	9.12.0.235	85464	Display	Resolved a display issue on Order Entry when scrolling the part numbers causing invalid part number to display in the field.
Defect	9.12.0.235	96920	Purchase Orders	Resolved an issue in PO’s where changing a Negative On Order qty caused an allocation issue

Release: 05/18/2021

Ideal version: 9.12.0.229

Ideal Rental version: 1.6.0.213

Work Item	Build	ID	Category	Notes
Defect	9.12.0.215	94618	Accounting	Resolved an issue on the Accounts Payable Aging Report where ageing details from suppliers other than the targeted supplier were listed.
Defect	9.12.0.223	94654	API	Resolved an issue with the Ideal AddOrder API creating duplicate ship to addressing when add orders from the same CustomerID.
Defect	9.12.0.216	94751	F&I	Resolved an issue in F&I where manually adjusting a Dealer Reserve greater than $999.99 or any percentage caused an floating point error and blocked the deal from finalizing.
Defect	9.12.0.223	94523	Integrations	Resolved an issue where Echo and Stihl Unit registrations were causing Ideal to close.
Defect	9.12.0.224	96087	Inventory	Removed the ability to user 0 as an Inventory Location ID.
User Story	9.12.0.220	88784	Rental	Added the ability in Rental Items view to Create and Save custom filters.
Defect	9.12.0.213	94258	Rental	Resolved an issue where a Rental Payment were applying to an open order and the wrong customer.
User Story	9.12.0.224	94559	Reports	Added the Product Details Pipeline to Report designer so that the Product information detail could be added to a work order report.
User Story	9.12.0.222	96185	System	Add the new Release Notes link to the Ideal Update screen.
User Story	9.12.0.219	95837	System	New Release notes location are now available from the Ideal Update under Help > Release Notes
User Story	9.12.0.216	96032	System	Updated the Ideal update utility to close all mobile device connection before running the Ideal Update.

Release: 04/20/2021

Ideal version: 9.12.0.211

Build	ID	Category	Notes
9.12.0.202	93952	Accounting	Resolved issues in GL where Bank Account names were missing from the drop downs list.
9.12.0.215	94618	Accounting	Resolved an issue on the Accounts Payable Aging Report where ageing details from suppliers other than the targeted supplier were listed.
9.12.0.210	93609	API	Updated the AddOrder method so the Net price reflected the List Price not the sale price when submitting an order via the API.
9.12.0.216	94751	F&I	Resolved an issue in F&I where manually adjusting a Dealer Reserve greater than $999.99 or any percentage caused an floating point error and blocked the deal from finalizing.
9.12.0.202	86288	FireDAC	Database Engine update conversion and fixes.
9.12.0.210	94263	Hosted, Performance	Resolved an issue where Printing sales orders, Quote and the Sales Order Report was slow to build, render and print for Ideal Cloud users.
9.12.0.200	93355	Hosted Printing	Resolved issue where Ideal would lose the Cash Drawer Printer settings after a users session reset/change in Ideal Cloud causing he cash drawer not to open.
9.12.0.223	94523	Integrations	Resolved an issue where Echo and Stihl Unit registrations were causing Ideal to close.
9.12.0.211	94160	Integrations	Resolved issue with the KPM Integration was missing the Manufacture code in PO Submits.
9.12.0.207	93835	Interfaces	Resolved an Issue in Electronic Interfaces setup screen where clicking the X in the upper right corner of the Setup window deletes the interface.
9.12.0.207	93862	Interfaces	Resolved credentials issue and update the HTML control that sends Inventory.
9.12.0.196	93659	Price List	Resolved an issue where the Product Price List Report was returning $0 for for the List Price where List price values were present.
9.12.0.203	47754	Rental	This enhancement enabled Ideal Rental to display the customer messages from the customer details in Ideal  Base when added a customer to a Rental agreement.
9.12.0.213	94258	Rental	Resolved an issue where a Rental Payment were applying to an open order and the wrong customer.
9.12.0.198	84148	System	Corrected an issue where on Sales Orders with multiple cash types with similar names and one shared AR account across locations. Ideal would process the the Payment Type with the first account listed.
9.12.0.202	92887	System	Resolved issue where Related Items window would not open when first line item in the order was hand typed, pasted or added using a barcode scanner.
9.12.0.202	94072	System	New Release notes location are now available from the Ideal Update under Applications > System Manager> Update Ideal
9.12.0.219	95837	System	New Release notes location are now available from the Ideal Update under Help > Release Notes

Release: 04/06/2021

Ideal version: 9.12.0.200

Work Item	ID	Build	Notes
User Story	86124	9.12.0.197	Rental Managers can now create and save custom view for their Rental Classes
User Story	89454	9.12.0.198	For Ideal Cloud users, two methods have been added to terminate the CIP Server if the server stops responding. 1) Restart Ideal from the desktop icon, When the Ideal Launcher opens, select “Restart”. When the Loading Printers starts, select “Reset User” 2) If Ideal application is accessible, you can reset the CIP Servers from File>User Setting> Merchant Services. Click the “Restart Service” button. Make sure ChargeItPro is the Provider
User Story	71174	9.12.0.198	Ideal Cloud can now Push notifications to users. For example, When users sign into ideal, if Ideal is down, A user message can be displayed with information about the outage. This can include routine maintenance or known outages being worked on.
Defect	90747	9.12.0.194	Resolved an issue where Echo and Stihl Unit registrations were causing Ideal to close.
Defect	93518	9.12.0.196	Resolved issue where users encountered an access violation on the Customer List when using the Report Wizard and only adding the Email.
Defect	93659	9.12.0.196	Resolved an issue where the Product Price List Report was returning $0 for for the List Price where List price values were present.
Defect	93952	9.12.0.200	Resolved issues in GL where Bank Account names were missing from the drop downs list.
Defect	86288	9.12.0.200	Database Engine update conversion and fixes.

Release: 03/23/2021

Ideal version: 9.12.0.193

Ideal Base System Updates

1. Database Engine Upgrade: Upgrade the database engine for improved performance & stability.
2. Inactivity Timer: Users do not always sign out of Ideal, consuming a license preventing others from logging in to Ideal. Admin’s can now set an inactivity time for the Company or individual users. If the user is inactive for the specified period, the user is signed out, freeing the license others. The user can log back in with their password or close Ideal.
3. Auto Log-off: It is a good practice to close Ideal at the end of each day to free up system resources and allow maintenance activities such as backups, optimizations, and updates to run without interference. The new Auto-Log off will close Ideal on the user’s inactivity time and Log off settings. We suggest setting the Inactivity timer of 15-30 minutes and a Log off value of 2-3 hours so Ideal is automatically closed every night.
4. Product List Lookup Grid Zoom: The Product List zoom allows users to increase the font size on the product list for better visibility. Increasing the size will also improve page load and search times.
5. Product Lookup auto-search Configure: The Product auto search feature will begin searching for a product as product numbers are keyed in. Users can now be adjusted or disable this feature to allow for different typing speeds. Disabling can also improve product lookup times. The Auto search can be set from the View > Performance widows while on the Products Page.
6. Product Page search performance optimizations: Several performance optimizations were made to improve search times when looking up products from the Product list and creating a sales order.
7. Part Locator: This free service allows dealers to see if other dealers may have a needed part in stock. If a part is in stock with another Ideal, Infinity or Aspen dealer, the Parts Locator label will turn Green. Click on the Parts Locator button to can find and contact parts in stock with.

Finance & Insurance Updates

1. Bank Fees: Bank Fees can now be added to a Sales Deal when financed. Bank Fees are set up under the Sale Deal> Finance Companies.
2. Sale Deal Profit: The sales deal profit has been updated to show profit before and after commissions have been paid.
3. Customer Legal Name Field: A “Legal Name” Field has been added to Organizations to accommodate longer legal names on the F&I forms, , the “Legal Name” field has been added to the customer of type “Organization”. The field is under the “Additional Tab” of the Customer properties
4. Sales Deal Commission Report: A new commission report was added for Sale Deals. The report shows the commissions by Deal and in total for the sales team or individual.

Ideal Connector Updates (Mobile & API support)

The Ideal Connector is a service used by Ideal Mobile and the Ideal API to update data between the mobile and websites. This update includes numerous updates to improve stability and provide the logging & visibility need to identify and address problems.

1. We added additional logging reporting error details back to Ideal to correlate and resolve any issues.
2. Multiple updates and fixes for greater stability and support for Ideal Mobile

Manufacture integrations & Updates

1. BRP PO Submission: Updated and completed certification for the new BRP PO submission service. BRP users should remove the existing Bossweb interface replacing it w/ the BRP-BDS PO submission interface. Please contact support if you need assistance. PO can now be submitted automatically from the “Finalize PO” screen by selection “submit electronically”.
2. LEPCO PO Submission: LEPCO Purchase Orders can now be submitted electronically. Go to electronic interface setup. Select PO Submit and select LEPCO. PO can now be submitted automatically from the “Finalize PO” screen by selection “submit electronically”.
3. House Hasson PO Submission: House Hassan Purchase Orders can now be submitted electronically. Got to electronic interface setup. Select PO Submit and select LEPCO. PO can now be submitted automatically from the “Finalize PO” screen by selection “submit electronically”.

Ideal API updates

1. 1. Results Payload: When getting a list of products from Ideal, the Products and Units payload can now set paging to return and fetch a limited data set.
  2. Send shipping information: The Add order method now includes Shipping carrier, price, and Tracking number.
  3. Superseded Parts: The Get Product lookup now includes any superseded part numbers in the response.

Rental Updates

1. Rental PO: Dealers can now add PO to Rental Agreements.
2. Security Deposit Fix: Resolved an issue where deposits were not applied leaving an open AR transaction.
3. Back-ordered Extras: Fixed an issue where rental contracts could be finalized when Extras were on Backorder.
4. Rental Class Views: Added the ability to Create and save views for Classes (delayed to 4/6 update)

Ideal Cloud Updates

1. Push Messaging: Ideal now can notify Ideal Cloud users via a Push message. Push messaging is used to communicate outages, updates, planned maintenance, and other timely communication to all or select Ideal Cloud users.
2. Maintenance Banner: When Ideal Cloud is unavailable for maintenance or any other reason, Users will see an explicit notification when signing on.
3. User Reset: The Ideal Cloud launcher can now terminate a user session should a user have issues logging in. This feature will eliminate the need to contact Ideal support to have the connection reset.
4. Ideal Time Zone Settings: The Ideal server can be set and support hosting in any time zone regardless of the users’ local time zone. This is useful for locations not following standard daylight-saving times or standard time zone conventions.

Ideal 9.12 Release Notes

Next planned Release (scroll down for Current release)

IDEAL 2024-12 Release Notes

Release Date: 01/14/2025

Ideal Version: 9.12.0.1256

Ideal Connector Service Version: 9.12.0.367

Ideal System Service Version: 9.12.0.367

Ideal Feed Service Version: 9.12.0.367

Exciting Features for Target Pay Saved/Vaulted cards

Here how it works for Target Pay

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IDEAL 2024-11 Release Notes

Release Date: 11/19/2024

Ideal Version: 9.12.0.1195

Ideal Connector Service Version: 9.12.0.361

Ideal System Service Version: 9.12.0.361

Ideal Feed Service Version: 9.12.0.361

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IDEAL 2024-10 Release Notes

Release Date: 10/30/2024

Ideal Version: 9.12.0.1170

Ideal Connector Service Version: 9.12.0.353

Ideal System Service Version: 9.12.0.353

Ideal Feed Service Version: 9.12.0.353

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IDEAL 2024-09 Release Notes

Release Date: 10/02/2024

Ideal Version: 9.12.0.1150

Ideal Connector Service Version: 9.12.0.345

Ideal System Service Version: 9.12.0.345

Ideal Feed Service Version: 9.12.0.345

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