Tech Notes/Release Notes
Version PF8_22s
08-07-2026
These notes do not include bug fixes or interface improvements.
They are the changes that have increased functionality.
CUSTOMERS
Customer window > Shipping > Shipping 3rd Party Billing
Provides data for who to bill for shipping when a 3rd party is paying.
Used for some Drop Ship customers.
New database table: CUST_SHIPBILL
Integrates with Ship Station.
Customer window
If the Terms are changed to On Hold then the orders checkbox On
Hold is checked.
Changing to other terms will uncheck the On Hold checkbox.
This is controlled by the prompt after Edit to update orders to the new terms.
Customer window > Orders button
Button: Show Picks
Displays only Pick Tickets
Supports multiple picks per order
Button toggles to Show Orders
GENERAL
Vendor > Docs
Customer > Docs
Reps > Docs
Inventory > Other Data > External Docs
The File List window has a new button: Up Folder
Up Folder will display the containing folder and its contents.
Help menu > PF Agent (Windows only)
MenusSQL menu > Online User Guide
Opens the Perfect Fit AI Help Agent.
The Agent describes HOW TO USE Perfect Fit.
It is not connected to the back end databases and thus cannot
answer questions about your proprietary data.
If you enter a prompt that cannot be answered, or that gives wrong information, PLEASE email us the exact prompt you used.
INVENTORY-FINISHED
Inventory > Kit button (for Kits only)
Next and Previous buttons navigates on Kits only
Inventory > Locations
Move button
New shortcut button: All
After the Move From and Move To fields are entered, the All button
will enter all sizes to move all items from the old to the new location.
Inventory window > Status
Checkbox: Location Reorder Points
With this checked the list will show the Reorder Points that are based on locations.
Note that the Reorder Points for Stock Numbers are stored in
different fields than the reorder points by Stock Number Locations.
INVOICES
Batch E-Mail Invoice
Maintenance > Defaults > E-Mail
Supports Division name using DIV_DESC
Uses * delimiter to calculate field values.
Batch E-Mail Invoice
Tab through Dates and Customer Code will Generate the List automatically.
Radio buttons to choose Wholesale or Retail
Controls for the Subject Line when E-Mailing Invoices are now all contained on Preferences > Invoices > Printing.
To use #37, #36 must be unchecked.
Invoice window > Invoice Items
Warning message during Insert if not all items can be shipped.
See new checkbox on the window: Short Ship Warning Message.
Controlled by user.
PAYABLES
Bills Payable window > Docs
In the lower right corner of the File List window see the Default File Name
This is the Vendor Reference Name
The Default File name will be highlighted in the list if it exists.
Click the Up Folder button
The Default File name will be highlighted in the new list if it exists.
PICKING MODULE
Pick ticket window – Shortcut
While in Insert mode the user can double click a line to reserve all ordered items or unreserve all order items on that line.
Pick Ticket window
New checkbox: Complete Lines (Pick Compete Lines only)
If checked, using the Reserve All button will pick only lines that can be picked complete.
The checkbox is saved per User.
Pick Ticket > Scan
Checkbox to Prompt for Weight
Auto fills the weight field with a calculation from Inventory Unit Weight and Qty.
Pick > ..Batch Update Picks
Option: Do Not Pick Partial Lines
PRODUCTION
Cut Ticket window > Parts Used
If the Preference is set to prevent Raw Materials Negatives the field “Used This Time” responds to the quantity On Hand for the designated location.
Run Commands > Show Negatives to list parts that may be causing a problem.
PURCHASE ORDERS
Purchase Orders – Set the Next Purchase Order Number
Preferences > Purchase Orders
POs General > #1, Last PO Number
This will be ignored if set to to a lower number than exists in the database.
Embellishment Purchase Orders, FG
If Stock to Make and Stock to Use are assigned different Size Ranges there is an error message.
Finished Goods Purchase Orders
Payable button (click after receiving)
The Payable Defaults window has a checkbox option to Include Additional Charges.
If not checked will use the PO Amounts alone.
If checked will add a line to the Payable for the Additional Costs that were entered on the Allocate Costs window.
RAW MATERIALS
Raw Materials, reduce Components Qty when Posting Invoice
Maintenance > Preferences > Parts – Raw Materials
Preference #5, Reduce Parts Qty in Stock when Posting Invoice.
Parts window > Movements
If a Single Location is select the Running Balance button will show.
This displays the far right column as the inventory running balance quantity.
Also shows the “Delete Old” button.
This delete button is enabled when a Running Balance line of 0 is selected.
The Delete button will delete movements before and including the highlighted line.
For optional use to clear old data on busy items.
RECEIVABLES
Invoices > Commands > Apply Credits
Double clicking a line will apply the $Due to the $Applied
New control calculates the remainder amount of the Credit if there is not enough to apply the full amount due.
Note that the Credit Memo(s) must be applied first.
Invoices > Commands > Apply Credits
New checkbox: Auto Apply.
Legacy operation had this always checked.
Uncheck to prevent autofill of $Applied.
Remembers settings by user.
Inserted 08-20-2026 by AG