Version 7.3.9 - 11/29/05

• Added ability to record the purchase of line items by typing Vendor Item #.
• Added ability to prevent a paidout’s Vendor ID from modifying the Vendor ID attached to the item. On the Setup menu, click CDBWin Settings, Paidouts, and clear the Update vendor id on purchased inventory items check box. For example, disabling this option allows items to be assigned to MCLANE, but later be purchased from COSTCO, and the item will remain assigned to MCLANE. The setting defaults to enabled. You must clear this check box to not update Vendor ID’s when re-purchasing items.
• Sunray servers will now save default printers. When checks, work orders, etc., print to a separate printer than normal reports.
• Added ability to see purchase order number associated with charge when selecting charge to pay on collection transaction.
• Added an option to restrict running of the End of Shift Process when more than one user is in a site at a time. On the Setup menu, click CDBWin Settings, EOS.
• Added sort selections for Canned Sales and Recurrent Paidouts reports. On the Reports menu, click Daily Book.
• Now filters by Employee ID when getting Canned ID. On the Canned menu, click Get.
• Added selection to allow level and grade detail on Daily Book Analysis report. On the Setup menu, click CDBWin Settings, the Reports tab.
• Added Zone Setup report. On the Setup menu, click CDBWin Settings, Zones.
• Added multi-site report options for Expense and Inventory: Value, Reorder, and Site Totals reports.
• Added Site Weekly Profit Margin report. On the Reports menu, click Daily Book, Site Weekly Profit Margin.
• User can now import credit card verification files from selected vendors for ease of reconciliation. On the Current Assets menu, click Verify Deposits, select an asset account, and click Import. This feature provides a report to help the user determine what must be manually reconciled.

Fuel Manager

• Added Invoice Date selection boxes on Deliveries report form. On the Reports menu, click Fuel Manager, Deliveries.
• Added monthly summary option to Site Inventory Summary (Fuel) report. On the Reports menu, click Fuel Manager, Site Inventory Summary.

Accounts Receivable

• Added Charge Collection History report to track how charge was paid. On the Reports menu, click Accounts Receivable, Charge Collection History.

Accounts Payable

• Now allows user to change Vendor ID. On the Setup menu, click Vendor.

Inventory

• Added ability to purge items immediately. This feature prevents new installations from sending “deletes” to POS when items are in 23,000 item file and not in the POS. On the Setup menu, click Inventory, Item Adjustment.
• Added ability to track deletions of items from CDB.
• Added Inv Adjustment check box to allow for exclusive report on shrink. On the Reports menu, click Inventory, Line Items, Sales, in the Invoice Types group box, Inv Adjustments.

CAO:

• Added report to show which ordered items were excluded from the CAO file and why.

G/L Bridge

• Added “external” G/L ID’s to Vendor Maintenance, Customer Maintenance, and Employee Maintenance.
• Added support for sending G/L Bridge files through FTP.

A/P Bridge

• Added ADD option to interface. On the Setup menu, click G/L Bridge Options, the A/P tab.
• Added support for sending A/P Bridge files through FTP.

A/R Bridge

• Added support for sending A/R Bridge files through FTP.

Circle K Bridge

• Added enhancement to report U.P.C. and U.P.C. Pack Size (as opposed to Inventory ID and Pack Size).

Poller Interfaces

• Now may import separate departments for sites with multiple POS systems which sell different departments.
• Now supports fractional redemption values for CVN users.
• Now supports the posting of POS-specific data for trend analysis and alerts for G-SITE, Nucleus, Ruby, and Passport.
• Pending files can now be purged for C-Poll, N-PollWin, R-Poll and P-Poll. In the Poller Interface software, on the File menu, click Purge, Pending.

Version 7.3.8

• The City box now functions as a combination box for each of the Vendor, Customer, and Employee Maintenance windows. This means the drop-down list now displays all previously entered entries for faster, more accurate setup.
• The user now has the ability to poll the same POS and post to two different sites in CDB. This feature is valuable for customers who may be required by a local or state agency to report alcohol sales.
• Added ability to list Customer Name and Employee Name on Open Tag (Sales) shift report. On the Daily Work menu, click Shift Reports, select Open Tag (Sales), View/Print, select Show Customer Name / Employee ID.
• Now defaults nonstock labor items to default labor department. On the Setup menu, click CDBWin Settings, Work Orders.

Daily Book

• Added multi-site date-range-based report which generates one page for each site for each day within the date range which contains Fuel Deliveries, Fuel Sales, Fuel Meter Readings, and some Competitive Fuel Pricing information. On the Reports menu, click Daily Book, End of Day.
• Added Level/Grade totals option to Daily Book Analysis for users that want to see both level and grade totals. To enable, on the Setup menu, click CDBWin Settings, the Reports tab, and select the Total fuel by level/grade in Daily Book Analysis report check box.

Fuel Manager

• The user now has the ability to change the Open Average Cost of fuel in a prior shift. When this is done, CDB recalculates the daily average cost of fuel forward to the current date. This feature allows the user to close fuel invoices from previous days even after the current day has been closed. This will result in a more accurate calculation of average cost of fuel. To do so, on the Setup menu, click Fuel, Tank and Edit Prior Avg. Cost.
• · Added Site Average Cost report which reports what the average cost was at the end of the shift. On the Reports menu, click Fuel Manager, Site Average Cost.

Accounts Receivable

• The drop-down list in A/R Collections can now handle the display of twenty-five invoices to be paid, compared to fifteen in the previous version of CDB.
• The CTRL+F shortcut key to run the Find function common to Windows-based applications is now available in CDBWin, helping speed the location of customers within the database. On the Daily Work menu, click Sales/Receivables, in the Cust ID box, press CTRL+F, in the Find What box, type part of the customer name, in the Look In box, select Sales, in the Match box, select Any Part of Field, and click Find Next. The application takes you to the sales transaction with the matching customer.
• Added Phone # box to allow for separate phone number entry on Statement. On the Reports menu, click Accounts Receivable, OK, in the Report Type box, select Statement.

Inventory

• For N-PollWin, P-Poll, V-Poll and V-PollWin users only: Tax Group ID option button added to Setup Values group box in Item Adjustment so the user is not forced to select a tax group repeatedly for individual items. Instead, a group of items can be selected from Criteria options and tax assignments at the item level may be assigned for selected items at once.
• Added Vendor Item # list box to the Line Items tab on a Paidout transaction so user may select existing items by Vendor Item # which have a Vendor ID associated with the item which matches selected Vendor ID on the Paidout tab.

EDI Conversion:

• CDBWin now supports the McLane 2005 Sunrise/GTIN-14 compliant EDI file format.
• CDBWin now supports the NACS XML/NAXML/PCATS format.
• CDBWin now calculates cost on shipper items converted from EDI files. From the EDI Conversion window, select the Apply Combo Item as Shipper check box.

Vehicle History

• CDB can now set future appointments for customers who are coming in for auto repair. The user can define a "prior to" time in minutes or hours, and the appointment will remain hidden from the Sales/Receivables' Open window until the “prior to” time is met. This feature removes appointment tags from displaying in the open invoice window when they are not relevant to the transaction. In the case that an appointment is met prior to the appointed time, CDB will delete the appointment. On the Sales tab, set a value for the Appointment Date/Time box. On the Setup menu, click CDBWin Settings, Work Orders, in the Sales group box, in the Number of minutes before appointment to display sale in invoice open box, type a value. The default value is 60 minutes.

Employee Commission

• The user can now overwrite employee hours when the Employee Productivity report is printed. In the event that the user makes no entry in the Hours Worked box at the time of printing, CDB defaults to the Hours Worked value in the Employee Maintenance window for that employee.

G/L Bridge

• CDBWin now supports multiple MIP G/L segments. See User’s Guide for details.
• CDBWin now supports Peachtree 2005.
• QuickBooks journal entry files now have user-definable maximum number of journal entry records per file. On the Setup menu, click G/L Bridge Options, the G/L tab.

Poller Interfaces

E-Poll

• A viewer is now available for E-Poll that allows the viewing of items downloaded from the ER-650 electronic cash register. On the File menu, click View.
• E-Poll now permits the tax name to be edited in the tax mapping window since the ER-650 has the capability to change the rate names at the POS. From CDBWin, on the Interface menu, click Post POS Data, Cancel, on the Setup menu, and click Sales Tax Mapping

N-PollWin

• Posts NRGT from Nucleus data to CDBWin.

P-Poll

• P-Poll now supports tax by item (as opposed to tax by department).

R-Poll

• R-Poll posting to CDB is now GTIN compliant.

V-Poll

• V-Poll now maps sales to different tax rates and liabilities. This permits collected taxes to be tracked back to different liability accounts in the CDB. If this mapping feature is not selected, then all sales for that device will post to one sales tax liability account as before.

Version 7.3.7

• Modified Inventory Reorder report to support multiple site reporting.
• Added "Fuel Depth 2" and "Water Depth 2" to Shift/MTD Fuel Inventory report. Also, rotated report to Landscape format to allow enough room for display.
• Added support for treating combo items as shippers for ETD EDI file (breaks down bundle to single quantities).
• Added support for MIP Fund Accounting software to G/L Bridge. Added support for MIP Fund Accounting software to A/P Bridge.
• Added option to change Employee Commission report titles from "Commission" to "Productivity."
• Added customer Discount percentage box to Customer Maintenance. Discount applied from Reports, Accounts Receivable, A/R Register Statements' Apply dialog box.
• A/R Register/Statements now allows the user to reprint old Statements, A/R Register or Commercial Card Statements.
• Added Transfer Inventory functionality.
• Fuel Deliveries now updates changes to estimated cost for fuel deliveries that have already been marked as Posted into inventory only on the current shift.
• Changed ALLDATA interface posting to now allow user to choose departments to override defaults.
• Added PO box on Paidout tab in Purchases/Payables and Enable PO for paidouts check box on Paidout tab in CDBWin Settings to activate PO box.
• Added new terms for Vendors and paidout due date reflects the term settings.
• A/P Bridge manual date range based audit trail form and report now accessible through Reports, Accounts Payable, Payment Distribution Detail.
• Purchase Invoice Exceptions form and report now accessible through Purchases/Payables, File , Purchase Exceptions.
• Added Lottery tab on Counted/Metered and Lottery report to Shift Reports.
• Moved all users, restrictions and category manager setup from CDBWin Settings onto its own setup form (Setup, Users/Restrictions).
• Added support for MIP G/L software to A/P Bridge and G/L Bridge.
• Added support for Category Manager accessible through Users/Restrictions under Setup.
• Added Fuel Sales Competitive Pricing data entry form and report accessible through Reports, Fuel Manager, Competitive Sales Pricing.
• Added ability to generate export files for BusinessWorks, QuickBooks, and MAS 90 applications containing customer A/R invoice payment information (Collections File Name box in G/L Bridge Setup).
• Added Reports, Daily Book, Alerts report.
• Added support for the Core-Mark-SSCS GTIN EDI file format. This is currently also used by Chambers & Owen.
• Added Show Detail of Charges and Credits check box for Vendor List (Full). On the Reports menu, click Accounts Payable, Vendor List, Full.
• Added support for deleting invoices from the Open window by pressing DELETE.
• Added Workforce Management module. To set up this module, on the Setup menu, click Timecard Bridge Options. To use this module, on the Daily Work menu, click Schedule/Timecard. To print reports from this module, on the Reports menu, click Workforce Management.
• Added Budget report. On the Reports menu, click Daily Book, Department, Budget and on the Reports menu, click Daily Book, Income and Expense, in the Report Type box select Comparative, in the Compare To box, select Budget.
• Added feature to reset beginning of the month. On the Daily Work menu, click End of Month Process, in the Last Shift of Month box, select the last shift from the last month.
• Enhanced the Open Tag report to include customer and employee names. On the Daily Work menu, click Shift Reports, select Open Tag (Sales).
• Added Site Notes for leaving messages for other users in the current site, other sites, sites in a zone or corporation. On the Daily Work menu, click Site Notes.
• Added check register and voucher option when printing checks. On the Reports menu, click Accounts Payable, Print Checks.
• Added a Receive and Convert button to EDI Conversion.
• Added support for a GTIN compliant EDI specification (which is therefore also 2005 Sunrise Initiative compliant [D, E, F, and G record type specification]).
• Added option to calculate and move cost from "parent" shipper item to "child" shipper items.
• Added Sites option to Reorder report. On the Reports menu, click Inventory, Reorder.
• Added an option to set the number of journal entries per variance record for QuickBooks G/L journal entry files. On the Setup menu, click G/L Bridge Options.
• Added an option to force the user to include an Invoice # on a paidout transaction. On the Setup menu, click CDBWin Settings, the Paidouts tab.
• Now updates WAM when the Post Inventory check box is selected and when payment is closed on a Fuel Delivery transaction.
• Added Site Inventory Summary (Fuel) report which lists fuel inventory across multiple sites. On the Reports menu, click Fuel Manager, Site Inventory Summary.
• Added Site Average Cost (Fuel) report which lists costs on products across multiple sites. On the Reports menu, click Fuel Manager, Site Average Cost.
• Added ability to unverify deposits and payments. On the Daily Work menu, click Current Assets, Unverify.
• Added Trend Analysis report which tracks certain POS-specific statistics. On the Reports menu, click Daily Book, Trend Analysis.
• Now sorts User Names in alphabetical order. On the Setup menu, click Users/Restrictions.
• Added discount feature to Sale transaction. On a Sale transaction, click the Line Items tab.
• Added sort by Vendor ID option to Open and Reversal windows in Purchases/Payables.
• Added option to base total fuel delivery cost on either gross or net. On the Daily Work menu, click Fuel, Delivery.
• Added option to calculate a UST summary based on a user-definable number of days. On the Reports menu, click Fuel Manager, Underground Storage Tank.
• Added a taxable sales report so you may compare taxable sales against the tax collected value. On the Reports menu, click Daily Book, Liability Additions.
• Added option to require Vendor ID on paidouts. On the Setup menu, click CDBWin Settings, the Paidouts tab.
• Added support for alphanumeric postal codes in ZIP boxes for codes outside the USA.
• Added Rollover # Digits option to address nonresettable totalizer rollovers. On the Setup menu, click Fuel, Level/Grade.
• Added Open Meter reading from Starting Date to Fuel Sales report for totalizers. On the Shift Reports and MTD Reports menus.
• Added method of payment to Sales (Closed) shift report. On the Daily Work menu, click Shift Reports.
• Enhanced Reorder report so that deactivated items (items marked for deletion before the End of Month Process removes them) are omitted from report. On the Reports menu, click Inventory, Reorder.
• Added Turns report. On the Reports menu, click Inventory, Turns.
• Added NAPA PartsPRO Catalog interface module for ordering parts from the NAPA system from the CDB.
• Added options for number of estimate and final work order copies. On the Setup menu, click CDBWin Settings, the Work Orders tab.
• Added a Miles trigger for follow-ups. On the Setup menu, click Form Letter.
• Added option to associate Vehicle ID and Employee ID with Canned Sales. On the Setup menu, click CDBWin Settings, the Work Orders tab.
• Added Department Averages report to show average money per transaction over a date range by department seperating vehicle sales from nonvehicle sales, and sale totals average money per vehicle. On the Reports menu, click Vehicle History, Department Averages.
• Added Appointment feature to Sales. On the Setup menu, click CDBWin Settings, the Work Orders tab.
• Added Odometer Out box to Sale transactions.
• Added custom properties Code box to Vehicle Maintenance. On the Setup menu, click Vehicle.
• Added Product. Date for listing production dates for vehicles which have more than one date per year. On the Setup menu, click Vehicle.
• Added Subdepartment box to Service/Labor ID Maintenance. On the Setup menu, click Service.
• Added default Follow-up selection to Service/Labor ID Maintenance. On the Setup menu, click Service.
• Added additional settings for configuring work order behavior. On the Setup menu, click CDBWin Settings, the Work Orders tab.
  • Added option to warn user when printing estimate if Odometer In was not populated.
  • Added option require payment when printing final work order.
  • Added option to require Odometer In/Out when printing final work order.
  • Added option to populate Date Out with current date when printing final work order.
  • Added option to require Employee ID on Service/Labor line items.
  • Added option to set up default department for parts and for service/labor items.
  • Added option to allow subdepartment assignment on nonstock items.

Version 7.3.6

• Now have one option for updating inventory average cost when paidout close and updating sales COGS on close or updating during EOS (Setup, CDBWin Settings, Paidouts).
• For report totals on MTD Paidout Transactions report, now include fuel delivery amounts in Purchases totals section so the report total = Purchases + Expenses + Liabilities totals (Reports, MTD Reports, Paidouts).
• Added ability to specify a POP3 server to use for SMTP authentication other than the default POP3 server (Setup, CDBWin Settings, E-Mail). If no POP3 before SMTP server is specified then the normal POP3 settings will be used when authenticating.
• Can no longer do a sale that has a charge and a non charge payment type (split payment) if A/R Export is enabled.
• Can no longer do a purchase or fuel delivery that has a charge and a non charge payment type (split payment) if A/P Export is enabled.
• Added confirmation prompt when user tries to reverse a sale just in case the user thinks he or she is in the File, Open form.
• Now include both beginning and ending dates in e-mail subject of G/L, G/L A/P and G/L A/R files.
• Now use User Defined Post Variance Account and write up to 60 characters for Site Reference #.
• For A/P Export, now use Site Reference # as part of BusinessWorks G/L account # in the same way the G/L export uses it.
• Added buttons to move Work Order Business Info lines left and right.
• Added Site Reference # to G/L Bridge Options G/L tab so users can override the CDB site # that gets placed in all G/L files except for DAC and MAS 90. Also, BusinessWorks G/L will append a period (.) and the Site Reference # on all account numbers that do not already have a period (.) in them to try and make multiple site G/L account # setups easier.
• Added Setup Business Info button on Setup, CDBWin Settings, Work Orders.
• Now show Customer ID and Recurring Date Interval on Canned Sales report. Also allow reporting by Customer ID and show Customer ID in Canned ID pick list.
• Fuel Projections uses calculations out to 7 digits past decimal, but the values displayed on the screen are rounded to the fourth decimal place.
• Now include ending date in A/P vendor list reports.
• Pure credits (instead of overpayments) now show up on A/R old printed charges section.
• Added ability to only pay an A/R charge for how much is owed.
• File for MAS 90 will now export at end of shift if MAS 90 export is checked without the Always Export needing to be checked or on a remote site.
• Added a Generic Comma Delimited Follow-Up Export file format.
• Finished adding V-Poll viewer to Post2cdb.exe
• No longer tag invoices if they do not have a Vendor ID and Vendor IDs are required.
• Added Print (F3) and View (F6) button labels on all report windows.
• Now always show accounts with activity on Reports, A/P, Vendor List, Partial and changed check box label to show $0 accounts to include those vendors which have no activity.
• No longer mark A/R transactions as printed (for Statements) at end of month. Now charges are marked as printed after statements are printed. Also added feature to mark old transactions as printed in case the user forgot to mark them as printed the last time they printed.
• Remove A/R totals from G/L bridge if the user has chosen to do so.
• Reports, A/P, Vendor List, Partial now uses the ending date range.
• Fuel Manager, Fuel Deliveries Report now shows date range of query.
• Added support for Great Plains in the G/L Bridge report generation.
• Added support for G/L A/R report generation for QuickBooks, BusinessWorks, MAS 90 and Great Plains (Great Plains was also added to the A/P report generation).
• Now show unlinked credits on A/R Statements/Register if Show Unpaid Charges is selected.
• Added option to post the Car Wash totals (CVN department 0) for C-Poll.
• Added restrictions for Sales/Receivables, Sales Tax Override and the Daily Work menu.
• Added A/P Export, A/R Import, and CDB Import flags.
• Added ability to schedule sales using Canned Sales.
• Added Retry Corporate Transfer menu item below End of Shift Process menu option for remote corporate sites.
• Added support for G/L A/P report generation for QuickBooks, BusinessWorks and MAS 90.
• Lookup of an inventory item on a wholesale invoice will now prompt for tax group if the user selects an item from the list.
• Item Adjustment Preview Report changed to work for Department and Vendor changes. Alpha entry not allowed for Min or Max values.
• Added Apply Discount button to Line Items tab so the user can select a list of line items to apply a given discount amount to.
• Added standard-format G/L reports (inspired by BusinessWorks), respective subreports, and a report manager class to control their use. Also modified the Income and Expense Statement window in Reports, Daily Work to accommodate the new reports.
• Made Remark box wider on Plain Paper report so if the text is too long it will at least show up on the report instead of being chopped off.
• Added Trendar to Help, About window.
• Added POP3 Test button to Setup, CDBWin Settings. This test will also dial the RAS connection if one is specified.
• If G/L A/P Export is set up, no longer export those totals in the G/L file so it prevents duplicating the A/P in the G/L.
• Added Register # to all posting interfaces and now save Next Sequence Number to Post in CDBWin by poller type and register #.
• Added prompt to automatically map POS mappings based on POS and CDB descriptions.
• V-Poll Network Totals now look through last 10 days of sales for mapping setup information instead of only looking newest day in order to catch all types used.
• Added option to use either Department Group # (default) or Subdepartment # for the CVN Group # when importing items for the CVN POS.
• In N-PollWin mapping, now use last polled file for setup information instead of newest file (by file system date/time) for those cases where multiple days all get copied over at the same time.
• Added warning about Tank Chart Setup if user enters a depth > 0 in Fuel Inventory that results in a volume of 0.
• Added Browse button for when saving a report to a file (Output, to File/E-mail).
• Added warning if e-mail is not setup when sending a report using e-mail (Output, to File/E-mail).
• Added option to require Vendor ID on all purchase invoices.
• Can now add redemptions to CDB and inventory items when exporting from G-PollWin.
• Now handle both V-Poll Network Totals file formats.
• Added Never option for print Statement frequency.
• Now save last sort order of Sales and Purchases, Reversal.
• Now set up default paths for EDI and Backup Path and setup default E-Mail settings and Interface Command Line when setting up a new site.
• Now sort mapping combo box lists by name.
• Added new To File/E-Mail export report button for reports menu/toolbar to replace Output to Word/Excel/Notepad. New export will export to a file, E-Mail, or Clipboard.
• Added posting for T-Poll (Trendar).
• Added hardcoded level 999 (CRIND) for old Passports that assign fuel sales to level 999 when there is no level 999 in the Vcd.xml file.
• Added N-PollWin/C-Poll/R-Poll viewer to Post2CDB.
• Moved N-PollWin Check Digit and Can Apply Tax to Free Product settings to Post2CDB.
• Posting settings moved from poller setup files to Postsetup.0?? which is still stored in the poller site directory.
• Can now change Period to Post from Post2CDB.
• Now delete modified inactive items from POS for N-PollWin, C-Poll and P-Poll.
• Added ability to specify if an Extra Charge should be based on the Net, Gross, or Total amount.
• Gross box in Fuel Deliveries is now enabled for users using Net.
• Added Margin to Inventory: Movement report.
• Added first and last name to A/R Finance Charges Report when the customer has a business name too.
• Added restrictions that are customizable by Group and User.
• Expanded Ref # size from 12 to 20 for Sales/Receivables, Purchases/Payables.
• The current cost of a fuel delivery when the inventory is posted is now used in the fuel average cost calculation. When the delivery is paid any difference in price will be adjusted in the average cost.
• Plain Paper Work Orders can now specify a title to show up on each copy of the Estimate/Final if they have setup the Work Orders to print more than one copy.
• Can now change a Customer ID in Customer Maintenance on non-remote corporate sites and have all the history (A/R, Follow-Up, Sales) get changed too.
• Can now sort Reports, Inventory, Line Items, Sales/Purchases by Profit, Margin, and Date.
• Now include date range on Reports, A/P, Payment on Account History.
• No longer send 0 quantity items to Core-Mark or McLane CAO.
• Added date range to Sales/Purchases reversal screens so user can find an invoice when there are over 65,000 invoices in the system.
• At end of shift, now tag paid purchases/payables that have a date equal to that of the new shift.
• Print Checks now includes Purchases/Payables that are paid but not closed.
• Added setting to Setup, CDBWin Settings, Paidouts to prevents paid paidouts from automatically being tagged if the invoice date is > shift header date.
• Added Tag and Untag buttons to Purchases/Payables File, Open.
• Added Tagged check box to Sales/Receivables, Purchases/Payables, Fuel Deliveries.
• Added option to EDI item file importing that only updates item descriptions of existing items in CDB.
• Added option to only show new items and cost increase/decrease items on Reports, Inventory, Line Items, Purchases.
• Added extended cost/list option to Reports, Inventory, Value.
• Added option to include items with negative and positive quantities on Reports, Inventory, Adjustment/Sales/Purchases/Physical/Value/Barcode.
• Added check box to only see customers with a 90+ day balance on Reports, A/R, A/R Customer List, Aging report.
• No longer send inactive items to POS (N-Poll, N-PollWin, C-Poll, P-Poll).
• Now give a warning if user tries to convert an EDI delivery while the default expense no longer exists.
• Added historical option and date range to Employee Commission Register.
• Added restriction for reprinting checks and can now print checks from prior shifts.
• Current username can be logged and added restriction for use with Restore feature.
• Added restrictions for MTD Reports Date Range, Print Checks Reprint, Area Code Change and Restore.
• Added ending date for Reports, Daily Book, Departments, 13 Month History.
• Added ending date to Reports, A/R, Customer List, Aging/Partial/Full reports.
• Added date range to Reports, A/P, Vendor List, Full and Partial.
• Added Ending Date range to Reports, Inventory, 13 Month History.
• Replaced Include Current Shift with Ending Date Range on Reports, Inventory, Physical, Value, Adjustment, Over Stocked reports.
• Added date range to Reports, Daily Book, Current Asset reports (Deposit Detail, MTD Payments, Reconciliation).
• Added date range to Reports, Daily Book, Assets and Liabilities.
• Added date range to Reports, Fuel Manager, Deliveries.
• Moved Work Order Preview check box to Setup, CDBWin Settings, Work Orders.
• Added ability to specify a G/L Post Variance account # that overrides the default. Added date sort option to Reports, Daily Book, Current Assets, MTD Payments.
• Now post secondary inches readings for fuel and water depths if two POS tanks are mapped to one CDBWin product.
• Added ability to post secondary fuel and water depths for fuel inventory. 
• Can now type depth/ for Daily Work, Fuel Inventory when no tank chart is setup for a product so user can track depth even when the user has a tank level sensor that reports volume.
• Now allow entry and reporting on UST report of two stick readings per product.
• Added second tank fuel/water depth and tank chart.
• Delete Zero Quantities in Item Adjustment now prompts for last sale date. Cancel will ignore sale dates.
• Item Adjustment Edit Items from Criteria button added. Preview button added to view changed items before they are committed.

Version 7.3.5

• Sped up opening of Purchases/Payables.

Version 7.3.4

• Sped up Store Inventory report.
• Added posting of R-Poll day totals.
• Added option to post A/R transactions totaled by Customer ID for N-PollWin posting.
• Added /SENDFUELPRICES switch to POST2CDB which will pass the option to those pollers that support it.
• Can import last item of Core-Mark EDI item file if that record does not end in a CRLF.
• No longer allow Maintain Min On Hand Level to be checked when Subtract Qty On Hand is unchecked.
• N-PollWin users can now import and send items to the new N-LINK 190 record format (used for redemptions). Select the Does the Apply Tax to Free Product Option Exist box from N-PollWin's Setup window.
• Added option to add Min Qty on Hand level when running Inventory, Reorder report using Sales History to purchase amount. This way the item will still have the min qty on hand amount at the end of the purchase period. This applies to items that were not sold in the Sales History date range too.
• Added current inventory item's description to Inventory and Import change history reports.
• When showing payment detail on A/R Register and Statements, now show $0 collections and the charges/credits they linked up together.
• Now print any entered begin/end stick values when printing a wholesale packing slip (fuel delivery ticket).
• Now default to wholesale type sales and purchases when creating a new sale or purchase in a site where the Wholesale module is enabled.
• When sorting wholesale sales and sales taxes reports by Customer ID, now show total for each customer.
• Added Variance to Wholesale Sales Delivery Stick Readings window.
• Added update to End Date for Employee Commission Update Balances feature. It will update (mark as printed) all employee commissions up to the selected date. This was for those users who print commissions and forget to update and do not realize it until they go to print commissions next time. Now they can set the date back to when they last printed commissions and purge those commissions that they printed last time. It purges commissions up to and including the shift you select.
• Increased width of Ref # field on employee commission register report.
• Added collection Check # to A/R History report.
• Added separate columns for Payment and Charge on A/R Register and Statements and made Payment Detail in a gray box.
• Added Graph option to Reports, Fuel Manager, Comparisons and Reports, Daily Book, Departments, Comparisons.
• Avery Barcode reports now print price bigger and include vendor Item #.
• Added ability to total deposits (from ref tender media totals) when posting deposits to CDBWin from N-PollWin. Check Total Deposits on Interface, Post POS Data, Setup, Site Information window.
• Added deposit posting for V-Poll.
• Launch Interface option will now launch poller for Sunray users if it is setup to run that way.
• Added Applied Amount column to A/R Register and Statements when Show Payment Detail is selected.
• Added Site # to A/R Register.
• Added interfaces for CCISTECH CCISLINK and AutoGas REGAL Touch.
• Now post BAT files instead of CPS (DAY/SHFT) files when posting deposits on N-PollWin.
• Now post discounts to a discount department for N-PollWin.
• Income and Expense report now includes ending date's totals. Default date range is now MTD (not including current shift). Fuel volume title now says Date Range instead of MTD if the date range is changed.
• Wholesale Delivery Tags now have the Deliver To customer's first/last name instead of the sale's customer's first/last name.
• Printing a collection transaction from Reports, Vehicle History, Work Order now shows the total for the collection (instead of all 0's).
• Changed MRS G/L file to CSA format.
• Added Change Auto Link Credits button in Setup, Customers window. This allows the user to change all of their existing customers Auto Link Credits to either checked for yes or cleared for no. Only Setup level users can do this.
• When posting A/R collections to CDBWin from Digital Dispatch, now if the customer is not an Auto Link Credits customer and the CDB cannot find a charge with the same Ref #, CDB now makes a credit instead of paying the oldest transactions first.
• Default 1099 reports date range to prior calendar year (01/01 to 12/31) if the current book date is in January or February.
• Partial names entered into the mapping's name combo box now set the number value for the matched name.
• Trimmed spaces off of end of N-PollWin department names (so typing the exact name in result in a match in the mapping screen).
• After import modified is run, the user is prompted if they want to send items to the POS now. If so the poller is launched to send the items.
• Now have option to run the poller on the client's machine when CDB is being run on a Terminal Server.
• 1099-MISC form printing now works correctly for Form A (city/state/ZIP and address fit in boxes that are on Form A only).
• Expanded visible width of phone extension box on the Sale and Customer Maintenance windows.
• Added Users report under Setup, CDBWin Settings, Users.
• Added totals only option for Reports, Inventory, Line Items, Site Totals report.
• Added new Pickup/Delivery tabs to Purchases and Sales for fuel jobbers.
• If BusinessWorks G/L account numbers are setup with three digits at the end, then the post variance account # will have three digits at the end too.
• Added AutoTrac follow-up export (Reports, Customer Follow-up, Export).
• Increased size of Ref# field on Sales/Purchases, File, Open, Shift/MTD Sales, A/R History, A/R Register and Statements reports.
• Now the default setting for Auto Link Credits is set to off.
• A/R Register and Statements now show charges in old unpaid charges section when the charge is paid on an untagged collection.
• Added option to print A/P 1099 report on IRS 1099-MISC forms.
• Added subdepartment number to sales and purchases line items.
• Now always correctly save the Form type for each follow up/thank you/specials/labels report types.
• Added Cancel button and progress bar to poller posting process.
• Now have option to post tender media totals to current assets deposits for NPoll-Win.
• Added ability to export items from CCISTech and N-PollWin.
• Sped up current asset totals calculation on Daily Work, Current Assets screen.
• Now save column widths and positions on Setup, Inventory, Item Adjust.
• Now post new renamed Chevron day and shift deposits files (CPS) for N-PollWin.
• Expanded BusinessWorks account # field in G/L file to allow for account numbers up to twelve characters long.

Version 7.3.3

• Added discount field to A/R Statements.
• Now take water volume into Fuel Inventory variance calculation.
• Added Line Items, Site Totals report.
• MTD Over Short for fuel inventory now takes water into account.
• Added paidout reversal.
• Added sorting options to sales and purchases Line Items.
• Modified payments select charges window so that multiple selections can be made and a running total is displayed on the window.
• If accidentally added invalid Employee, Form Letter, Rate, Services, Vehicle or Vendor, there is a cancel button to abort the newly added record.
• Added new Reports, Daily Book, Expenses report.
• Sorting now works correctly on 54-label barcode report.
• Sales and purchases now delete all zero quantity line items when the invoice is closed.
• Now post tax refunds for N-PollWin so daily tax total is correct.
• Now use Sales Adjust value for all Fuel Inventory windows and reports close and daily over/short values. For Hawaii users.
• Added page numbers by Customer ID for A/R Statements.
• Now sort paidout Line Items created from Reorder report by the sort order on the Reorder report window.
• Added Date Range to Reports, Daily Book, Income and Expense statement.
• Now post Chevron Nucleus deposits.
• A/R additions are now placed in G/L files if Deposit Detail is selected.
• Added option to remove Quantity on Hand column from Physical Inventory report.
• Now allow reordering of packs when creating a purchase order with sales history type reorder report. This is only for nonelectronic vendors. Electronic vendors must still use reorders at the single item.
• Vehicle History report shows Business Name after Last Name.
• Collections charge selection now always defaults the amount to the amount owed to the charge, even if that record was previously for a different charge.
• Added Reports, Daily Book, Liability Additions.
• Can now only change Inventory ID and Pack Size in Inventory Maintenance if that item already has a Quantity on Hand of 0.
• Added option to show which charges were paid by a Collection on A/R Statements report.
• Added option to A/R History report to show which charges were paid by a Collection.
• Now report an error if user tries to view or print a report and the beginning date is greater than the ending date.
• Re-instated ability to type spaces in Setup, Inventory, Items (PLU/UPC/SKU) to look up items.
• Added small icons to Go To button's right-click's menu options.
• Added option to display average fuel prices for Reports, Fuel Manager, Daily Grade Sales.
• Removed MTD from title of Reports, Inventory, Sales/Purchases.