Sage Order Importer 2007 Release History

16 August 2007: build 13.0.0.34 released.

• Stock Management
  Stock Management features have been added for Sales Orders and Invoice.

6 August 2007: build 13.0.0.33 released.

• Bug Fix
  Fixed a bug introduced by build 13.0.0.32 that caused an invalid index item specified for retrieval error. this error only happened when saving Sales Orders or Purchase Orders, it did not affect Invoices.

31 July 2007: build 13.0.0.32 released.

• Bug Fix
  Fixed a bug where items on a service invoice were not storing the description and details field correcly.

10 June 2007: build 13.0.0.31 released.

• CSV/Excel Validation
  Fixed and reintroduced the CSV validation removed in build 13.0.0.29
• Import Previous Data
  Improved the import functionality used to import previous data from a previous version of Order Importer when a new version is installed, some users were reporting that data from their previous version was not being imported correctly.
• Lost Scheduler settings on upgrade
  Fixed a bug that caused schedule settings to be lost when installing a newer version of Order Importer.

5 June 2007: build 13.0.0.29 released.

• CSV/Excel Validation Problems
  The updated validation introduced in build 13.0.0.26 has been causing a few users to receive messages that their data is not valid, these messages are incorrect so until we track down the reasons the new validation improvements have been disabled.

2 June 2007: build 13.0.0.28 released.

• Extract Address and Product Data From Sage
  Added features to optionally extract address and product data from existing sage data. It is now possible to omit address, product description and price fields from the import data and pull this from sage.
• Customer/Supplier Account Association
  Added a Find only option to the Customer/Supplier Account Association list.

30 May 2007: build 13.0.0.27 released.

• CSV/Excel Improvements
  Improved feedback has been added to explain why a particular CSV or Excel file fails to import.

24 May 2007: build 13.0.0.26 released.

• Extended Purchase Order Support
  It is now possible to import your orders as Purchase Orders (POP) in addition to Invoices and Sales Orders (SOP).
• Backup / Restore facility removed.
  The backup/restore feature for backing up Order Importers database has been removed, it had the potential to overwrite the current database with an older backup resulting in a broken application.
• Proxy Server Support
  Support has been added to enable Order Importer to connect to the internet for users who are located behind a proxy server, for example Microsoft Small Business Server networks with Internet Security Accelerator (ISA) Server installed.
• Bug Fix
  A bug affecting use of Customer Match rules that defined the Company Name field, Order Importer would fail to locate the existing Sage customer if the customer was a person and did not have a company name.
• Payment Ref Field
  The PaymentRef field has been included as a natively supported field in Order Importer.

18 May 2007: build 13.0.0.25 released.

• Import Data Validation
  Some currently required fields are no longer required, see documentation for details.
• It is now possible to configure Order Importer to pull the tax code from a sage product record for use on the Sales Order/Invoice.

16 May 2007: build 13.0.0.24 released.

• Bug Fix
  Fixed a bug causing Order Importer to fail to persist CSV field mapping settings after editing a job. this bug was introduced in build 13.0.0.22.

4 May 2007: build 13.0.0.22 released.

• Bug Fix
  Fixed a bug that caused some users to experience problems when opening the advanced settings when editing a job.
• Added Currency field
  Support for specifying the customers currency was added, this allows foreign currency Sales Orders and Invoices to be posted.
• Added Terms Agreed
  It is now possible to set the Terms Agreed on a customer account by including the value in your import data.

3 May 2007: build 13.0.0.21 released.

• Windows 2000 bug fix
  Fixed a bug that caused some users to experience problems when opening Order Importer on a windows 2000 based system. this bug was inadvertently introduced in build 13.0.0.17
• Added SageAccount field
  Support for a new field called SageAccount was added, this allows orders being imported to be matched up with Sage customers independently from the import data CustomerID value.
• Simplified Job Wizard/Editor
  The job wizard/editor has been re-organised to make it easier to work with, more advanced settings that are not commonly required are now grouped together in a common location.

16 April 2007: build 13.0.0.20 released.

• Delivery Company Name
  A bug causing Order Importer under certain conditions to omit the company name from the delivery address has been fixed.
• Database field mapping
  A bug causing Order Importer to assume Customer and Order identification field have the same field name in both tables has been fixed.

16 April 2007: build 13.0.0.18 released.

• CSV\Excel Custom Field Support
  It is now possible to use Order Importers custom fields with flat file imports such as CSV\Excel.
• CSV\Excel Custom Field Mapping
  Order Importer now supports mapping columns in CSV\Excel files to specific Order Importer fields, this means files without field names or field names different from Order Importers fields can still be imported.
• CSV\Excel Improved Invalid File Warning
  When importing CSV\Excel files the message given when the file is deemed invalid reports the required fields that are missing.

14 April 2007: build 13.0.0.17 released.

• Changed licensing implementation
  It is now possible for users evaluating Order Importer to contact us and request extensions to their trial period.
• Added FTP Support
  You can now download and import XML, CSV and Excel files from an FTP account.
• New field support
  Support for setting the despatch date field on imported Sales Orders has been added.

22 March 2007: build 13.0.0.16 released.

• Added Support for Invoice Payment Type
  You can now specify the invoice payment type using the Order Importer UI.
• Improved handling of nominal codes
  Added options giving more control over nominal codes use.
• Bug Fix
  A bug that caused the fields for the global nominal code to get mixed up with the carriage nominal code, this only affected users who specified their codes in the Order Importer Job Editor UI.

16 March 2007: build 13.0.0.15 released.

• Bug Fix
  A bug that could block the application from loading properly has been resolved, this bug only affected users using the minimize to tray option in the application preferences. the minimize to tray feature has been removed along with the simple schedule options, as these are no longer required since the dedicated scheduler component was introduced in build 13.0.0.8

11 March 2007: build 13.0.0.14 released.

• Added Purchase Order support:
  Purchase orders can now be inserted based on the content of imported orders.
• Nominal Codes
  More advanced control over which nominal codes are used where has been added. you now have full control over this.
• Bank Account Support
  A bank account can now be set on an Invoice / Sales Order direct from the application or your import data.
• Invoice / Sales Order Types configurable
  You can now import orders as any of the following:
  • Product Invoice
  • Sales Order
  • Service Invoice
  • Product Credit Note
  • Service Credit Note
  • Product Invoice Proforma
  • Product Invoice Quotation
  • Service Invoice Proforma
  • Service Invoice Quotation
  • Sales Order Quotation
  • Sales Order Proforma
• Improved handling of decimal places:
  Order Importer now uses the same settings you specify in sages Product Default settings.
• CSV, XML and Excel Support extended
  Support for flat file import formats CSV, XML and Excel has been extended, it is now possible to define recurring jobs for all flat file types.
• User Interface Customization
  Support has been added to allow most of the user interface to be enabled/disabled, you can hide and secure just about any menu/button in the application.
• Scheduler Improvements
  Order Importer will now stay minimized during the execution of a scheduled task and will not repeat the same queued tasks more than once when a previous start time is missed due to you having a dialog open.
• Bug Fix
  Empty orders are no longer imported from CSV and Excel Spreadsheets, previously Order Importer would see the rows deleted from and excel document and try to import them resulting in an error.
• Bug Fix
  Database (Access/SQL Server), fixed a bug where Order Importer ignored the database mappings and expected fields called CustomerID and OrderID to be present in the database tables, this is no longer the case and the mappings are now honoured correctly.

16 February 2007: build 13.0.0.13 released.

• Bug Fix:
  Fixed a decimal place bug introduced with build 13.0.0.12

15 February 2007: build 13.0.0.12 released.

• Order Taken By support:
  Support added for setting an orders taken by field on a per order basis.
• Improved handling of decimal places:
  Order importer no longer rounds price and quantity values to 2 decimal places.

7 February 2007: build 13.0.0.11 released.

• Bug Fix:
  Fixed a bug that caused certain Apache servers to return a (406) Not Acceptable error when Order Imported posted order retrieval notifications to the server.

3 February 2007: build 13.0.0.10 released.

• Bug Fix:
  Fixed problem with the scheduler that some users experienced. The scheduler component when running affected the Windows shut down on some XP systems.

17 January 2007: build 13.0.0.9 released.

• Fixed minor bug introduced by build 13.0.0.8

17 January 2007: build 13.0.0.8 released.

• Excel and CSV file support improved
  Support for importing Excel and CSV files has been improved, it is now possible to import from these sources using defined jobs in the same manner as HTTP, Access and SQL Server, another benefit to this is importing from Excel and CSV can now be scheduled.
• Scheduler Updated
  The scheduler has been improved, rather than using Windows Task Scheduler Order Importer now uses its own dedicated scheduler component which is simpler to use.

19 December 2006: build 13.0.0.7 released.

• Bug Fix
  A bug affecting users saving credit card details has been resolved, this bug caused Order Importer to incorrectly report the credit card details were too long to fit the target field.

16 December 2006: build 13.0.0.6 released.

• Product Item Type Support
  Support for defining the item type when a product is added is now supported; you can define if a product is Stock Item, Non-Stock or Service Item.
• Invoice M Code Comments Support
  M Code comment items can now be added to Invoice or Sales Orders using your import data.

12 December 2006: build 13.0.0.5 released.

• Bug Fix
  This release fixed a bug that would not allow the use of decimal places in the quantity field on order line items.
• Web Updates
  Checking for program updates is now possible from within the Order Importer user interface, this means checking for and installing available updates is more convenient.
• Previous Data is now imported
  Upon installing a newer Order Importer build any existing jobs and data from the previous installation is imported into the new installation, this saves the trouble of redefining your job/s each time an update is installed.

11 December 2006: build 13.0.0.4 released.

• Custom Fields
  Support for using custom fields, now it’s possible to save data to any Sage field of Customers, Invoice/Sales Orders and Invoice Items. You can define a custom field mapped to a particular Sage field then include the field in your import data.
• Customer Match Rules
  Customer Match Rules can be used to control how Order Importer finds existing Sage customers and considers Sage customer a match for imported orders. By default the Sage Customer Account numbers are compared to the CustomerID value of imported orders, Customer Match Rules allows you to override this behaviour with your own logic.

26 November 2006: build 13.0.0.3 released.

• Add Products to Sage
  Order Importer can now optionally add product to Sage if they are not already defined, if any products within the imported order are not currently defined as Sage products Order Importer can add the product to Sage.
  
• Use your own order numbering
  Order Importer now supports the use of your own order numbers, if required you can use the order numbers created by your web site in place of Sage’s automatic order numbers. This makes tracking your web site orders within Sage much easier.
  
• Added support for item comment fields
  Order Importer now supports the use of the Comment 1 and Comment 2 fields for Invoice/Sales Order Items

• Bug Fix
  A bug affecting some Sage 10 and 11 users has been resolved, this bug caused an "Invalid index specified for Item retrieval" error when saving an order to Sage.

• Bug Fix
  The previous build had an issue with importing product items that use the special S3 product code, once the items had been imported the product code was lost, this has been resolved.
• Help Update
  There was a mistake in the help file; it had references to a "network notification" feature that is no longer present in the application.
• Menu Update
  The previous build was missing the handy link to our web site from the help menu.