Spire 3.0 Release Notes (3.0 to 3.0.4)

Spire 3.0 was released on October 11, 2018; the latest update in this version is 3.0.4 (January 15, 2019). Below are Spire Systems’ release notes for every 3.0 release, organised by area, newest first. Spire 3.x and Spire 4.x are separate lines; these notes are for Spire 3. All Spire 3.x release notes.

In this version: 3.0.4 · 3.0.3 · 3.0.2 · 3.0.1 · 3.0

Highlights

The start of Spire 3. User accounts move to the Spire database, so users and their company access are managed in one place.
Calendar module added.
Sales orders. A new kits, macros and options process, finer edit permissions, and deleted orders and archived quotes kept so they can be restored.
Serialized costing fully supported in sales and production, and receipts audited for taxes, duty, freight and exchange.
Also: search in most lookup lists, a PDF report viewer, high-DPI display support, and stronger password protection (3.0.1).
Note: Spire Desktop moves to C:\Program Files\Spire\Desktop\spire.exe, so Microsoft RemoteApp definitions need updating.

Spire 3.0.4 (January 15, 2019)

Improvements and corrections

Allow interaction with Print Preview during AP Payments
Correctly support User Selectable Invoice Numbers
Do not allow a Vendor to be deleted with Post to Accounts Payable disabled and Purchase History records exist for the Vendor
Correct issue when clicking on Conv Factor column header in a Production Template
Correct issue when click on Open Inventory Item in a Production Order when a non-inventory item is selected
Reduce time to present Reports List after Print button is clicked

Report Changes

Post Inventory Receipts – correct printing when PO was closed during Receipt
T4-14b-CRA – remove lines on page 2 for T4(18)
T4-14b-employee – remove lines on page 2 for T4(18)
T4-14b-employer – remove lines on page 2 for T4(18)
T4- Summary – update link at bottom of page —

Spire 3.0.3 (December 19, 2018)

New Features

2019 CRA Payroll tax tables added
Update WCB amounts for 2019
Remove requirement for specific date login for Payroll yearend
Show a Caps lock indicator at the end of the Password field during Spire Login
Add Items tab to Vendor, Purchasing, Orders and History tabs
Add default payment account to Edit Vendor, Billing tab, GL Accounts and use when adding a new Vendor Payment

Improvements and corrections

Correct error changing a new Standing Order, Repeat from none to Weekly
Correctly respect Company Settings, Sales Orders, Process/Invoicing, Customer Credit, Check credit when saving. Note: Do not enable this if your client does any Cash Sales!
Improve code creating custom recurring rules in Standing Orders
Do not allow a Sales Order to be changed from a CAD customer, to one with another currency
Do not update Sales Order Modified date when using Fill Backorders on Sales Orders that had no change to Ship Quantity
Correctly retain Serial Number links on partially shipped Sales Order lines during Fill Backorders
Correct “Item number cannot be overshipped” message in Fill Order tab, on second shipping of a part number, that appears twice on the Sales Order
Do not show Low Margin indicator on Sales Order Kit Component lines
All users without Sales Orders, Create Batch permission to Post Invoices when Batch Posting is not in use
Improve field spacing on Sales Order footer
Allow a Customer with Deleted Sales Orders to be marked InActive
Improve Search on customer List to work on all ShipTo addresses even with recent changes
Correctly respect Purchase Order line discount after Refresh Prices is clicked
Correctly calculate Vendor Invoice amount on a Purchase Order with discount and freight
Do not reset freight and duty percent to zero on Purchase Order line after partial receipt
Do not add a new line when adding a Comment on a Purchase Order line
Improve error message when attempting to open a Purchase Order with an invalid UOM
Do not allow a Purchase Order to save with a deleted Part Number
Correctly do not Close a Purchase Order if the an error happens during posting
Correct occasional error receiving a Purchase Order with Landed Duty and Freight
Correctly populate Inventory Label quantity in Purchase Order depending on PO state
Correct occasional error “Unable to round list correctly” while doing subsequent Receipt on PO
Correct migration of previously received Inventory to be visible in Inventory, Purchase Receipts
Correctly save Windows size and position for Inventory Statistics, Serial numbers, Components, Vendor Prices
Improve Location filter on Inventory List
Correct error changing a text based filter to a numeric based filter, i.e. warehouse to backorder
Correctly respect User permission for Modify Inventory in Edit Inventory, Units and Prices tab
Improve speed and reliability of creating a new warehouse and using Copy From
Allow 10 character UOM field in Inventory multi-edit
Correctly copy Tax rebate flags during Inventory Copy
Correct error importing Inventory records with a 0.00 price
Correctly update Inventory Location when posting an Inventory Adjustment
Correct Alternate Part number display on Inventory List
Correct error during Inventory Copy with UOM unchecked
Improve default Window size of Inventory Count screen
Do not allow a Kit to be Toggled in a Production Order
Correct F9 behaviour in Accounts Payable, Terms field
Correct error creating an EFT file in AP Payment batch with wrong Banking information in Company settings
Correct the Vendor Prices list to display only prices for this Vendor
Remove unused Automatically delete price after expiry flag in Vendor Price
Correct Account filter on Vendor List
Improve tab order and set initial focus in Price Matrix dialog
Correctly copy a Job record on the Job cost List
Show Job name on Job lookup screen
Do not allow a Territory record to be created without a Territory code
Do not allow a GL Account to be created with both Sales Account and Bank Account checked
Correct ‘year’ error when navigating through Historical GL Transactions
Improve sort order in Period selector in General Ledger, Reports tab
Improve sort order in Year End selector in General Ledger, Reports, Historical Financial Reports
Improve field widths in General Ledger, Reports, GL Transactions
Correctly perform reverse GL Entry for multi division Revaluation posting
Improve error message when attempting to post a Timecard will invalid Payroll Department
Correctly refresh the Timecard Batch screen and Batch List after Post All
Correct Department column on Employee List
Correctly display an error when creating EFT for an employee with a name more than 30 characters long
Correct occasional ‘QFocusEvent’ error after displaying a tooltip while entering data
Correct occasional error reopening a previously Saved Account Reconciliation
Add tooltip to Employee, WCB Assessable field
Adjust Locked Periods after performing Year End Close
Show automatic bcc address in Email dialog
Improve validation and acceptance of a manually typed Email address
Improve support for Unicode characters in Email name (ie. long dash)
Improve the ability to save a current filter as the default filter
Allow Customer type to be 40 characters in Price Matrix Import
Remove trailing spaces from new code field in Customer Code Change, Vendor Code Change and Inventory Code Change
Uninstall Spire 2.x during Spire 3.x installation
Correct occasional reinstall of Postgres during Spire 3.x update
Correct BVmigrate to transfer Attachment links

Database Changes

inventory_labels – create table schema if it does not exist (only used for report development)’
inventory_uoms – replace null values with ‘’

Database Changes

sale_orders – replace null values with 0.00 in cr_approve_amt field

New Reports

#10 Vendor Envelope – new report

Report Changes

Comparative Statement – correct group totals when Revenue Accounts exist that are set to Normally Debit
Component Usage – correctly show parent part number for Kits
Invoice Batched – improve change in Payments section
Invoice Posted – improve change in Payments section
Inventory Sales History in Base – add new report
Receipts Order Fulfillment – remove deleted Sales Orders
Sales by Payment Method – show Payment date when different than Invoice date, improve description
Sales Order – remove double payment description —

Spire 3.0.2 (December 5, 2018)

New Features

Show non-inventory item in grey on Sales and Purchase Order/History lines
Add Vendor Part number to Edit Inventory, Purchasing, history tab and Purchase History, Items tab
Allow Job Address or Warehouse address, to be chosen as a ShipTo in a Purchase Order
Add a User setting Job Costing, Add Entries

Improvements and corrections

Correctly display UOM column content on Inventory List
Do not allow an Inventory Item to be pushed to a negative On Hand Quantity with a Purchase Order return if Company Settings, Inventory, Prohibit Overshipping is Enabled
Correctly post Sales Orders with Location and/or Profit Centre – do not override GL Segment with Location or Profit Center, if it is already specified in the GL Account fields, with Sales Order Location and/or Profit Center segment
Correctly refresh Purchase Order line item cost fields when the Refresh Prices button is clicked
Correct maintain Purchase Order Item GUID when closing to Purchase History
Correct “GetSerialLinkType” error posting a non-inventory Sales Order line where the part number has subsequently been added to Inventory and made serialized. The Inventory record is now correctly ignored since this was a “non-inventory” line
Correctly auto consume Lot Numbers when quantity changes on a Sales Order line
Correct Sales Order Total Cost Ordered (Average) and Total Cost Ordered (Current) fields on Sales Order List
Correct Sales Order, Contact lookup list
Correctly refresh Discount % when changing a the part number on a Sales Order Line
Correctly respect User, General, Can change warehouse permission on Sales Order line
Improve detection to Save or Discard changes when Navigating through Sales Orders
Correctly respect user permissions for Ship Order on Sales Order, Ship button
Present email addresses in Email dialog after clicking Ship button in a Sales Order
Correctly post Sales Order Line Discount and Retail Price to Sales History
Ensure that Sales Order and Sales History currency is never set to null
Correctly populate payment terms on a Credit Memo created from Sales History Invoice, Credit button
Disable Trial Post button in Sales Order batch if no batch is selected
Correct Inventory ReAllocate for Backorders when the original Sales Order is still in the Order List
Do not consider Sales Quotes during Inventory ReAllocate
Correct migration of Kit Components, backorder field, on Quotes
Correct label in Edit Employee, Amounts tab to “Additional Tax (TD1 page 2)”
Do not allow a Deleted User to be Activated in the User List
Correct behavior when Enabling / Disabling Company Access in User Settings
Improve lookups in User Settings
Improve Admin userID maximum length to 30 characters from 12 characters
Correctly set address default in a One Time Vendor record
Correct Date format drop down in Edit Currency
Do not show Job column in GL Entry review screen when presented from AR and AP
Do not import Accounts Payable records if Expense account matches Vendor’s Payable account
Remove ability to import Period values into the General Ledger table
Correctly respect User Permission to Add/Modify in Import Tool
Correct “smallint” error while Importing Vendors
Improve error when attempting to import an Inventory record with an invalid Product Code
Correct error importing Salesperson in Sales Order import
Correctly post data when editing a field and posting the batch without leaving a detail line
Improve migration of BV Payroll Benefits and Deductions configuration in BVMigrate
Correctly migrate On Accounts payments (originally type 7) in BVMigrate
Show error in Spire Tray when connection to Spire API service is not possible
Correctly abort changes when using an Open Related, making changes and cancelling
Validate Retained Earnings GL account is a credit account before performing Year End
Correct GL Account display in Edit Currency, Gain/Loss
Correctly display HTML dialogs on Windows Server 2008R2
Do not prompt to save when exiting empty edit screens (Employee, Inventory, GL Account, Sales Tax)

Database Changes

sales_history – replace null currency with ‘’

Database Changes

sales_orders – replace null currency with ‘’
system_user_base – expand username column to 30 characters

Report Changes

Accounts Receivable List – correctly respect nonstandard aging periods
Cash Balance – include AR payments for companies not using Location Accounting
Cash Balance Details – include AR payments for companies not using Location Accounting
Comparative Financial Statement – align columns for cleaner export to Excel
Customer Statement –force detailed section to order by date
Employee Ledger – move report to Payroll, Reports tab and Employee, Timecards tab
Employee Ledger Details– move report to Payroll, Reports tab and Employee, Timecards tab
Financial Statement by 12 Periods – correct Current Earnings
Historical Accounts Receivable List – correctly respect nonstandard aging periods
Item Allocations – Show Quotes in italic font
Item Components – correctly show Kit components
Production Trail Build – correctly respect committed quantity from this Production Order when calculating Shortage
Receipts Order Fulfillment – removed unused tables —

Spire 3.0.1 (November 21, 2018)

New Features

Add Historical Financial Reports template to General Ledger, Reports tab
Add Required Date field to Inventory Transfer screen
Protect against brute force password attempts
Enforce password score = 2 when changing a password
Add ability to use Alt-S for Post button in Accounts Receivable, Accounts Payable and General Ledger Transactions
Add email address column to User List
Add Select all / Deselect all in Copy to Warehouses dialog, while creating a new Inventory item
Provide commented spire.ini on migration from Spire 2.x and new installations
Add Localization support (currently testing French)

Improvements and corrections

Correct occasional connection error telling user “Unable to communicate with Spire server. Please check your network and try again.”
Prevent a Sales Department from being deleted if it referenced by an Inventory record
Correctly save UOM record in Edit Inventory without having to tab off UOM field
Improve speed in Edit Inventory, Vendor Pricing tab for large datasets
Correctly display Purchase Orders in Edit Vendor, Purchasing, History tab
Correctly set current Vendor code when adding a Vendor Price in Edit Vendor, Vendor Prices tab
Respect user permission for See Sell Prices in Edit Inventory, Prices and Units tab
Pop a message when attempting to pay an AR Account that totals to a negative payment while using discounts
Improve speed in Account Reconciliation screen
Correct occasional ‘will_post’ error during Account Reconcile
Correctly remove Reconciled Date when un-reconciling a transaction in Account Reconciliation
Improve field layout in Edit Sales Order, Customer section
Correctly update Kit cost fields when a component line is deleted from the Sales Order
Correct new Sales Order with the backordered Kit intact, if it was backordered on a previous Sales Order
Improve speed opening the Sales Order screen
Correct matview error while Invoicing a Sales Order after upgrading from Spire 2.9.x
Correct occasional Sales Order error when working with accessories items
Remove Total and Base Total columns from Sales, Items tab and add Ext Price column
Remove Apply to all warehouses checkbox from Update Customer Pricing in a Sales Order in single warehouse companies
Correctly maintain Job group link to Job Header after the last record on a Kit or Accessory group
Correct error attempting to view transactions in division 000 after enabling multi divisions
Correct error deleting a new non-inventory line from a Purchase Order
Add Extended Cost column to Purchases, Items tab
Correctly update Production Order line quantity when excess Serial or Lot numbered items selected
Respect On Order quantity when Requisitioning from a Production Order
Correct occasional error adding a sub-assembly to a Production Order
Improve speed in GL Transaction with large Job Cost tables in use
Correct error when saving a new Currency record without populating all fields
Show password strength indicator when changing a user’s password in Edit User
Correct error when changing your own password in Edit User
Correct error clicking Print button when a report has been set to default to a printer that no longer exists
Correctly remember windows size and position on lookup screens
Correct silent close when pressing F12 while in Calendar
Correct periodic interface lags during posting operations
Prompt for the correct Postgres password if the user performing the upgrade to Spire Server 3.0 entered the wrong password
Correctly add new firewall rules with new paths, when installing Spire 3.x
Correct Null item_type error during explode_kits migration
Correct Invalid Currency string during BVMigrate
Correct error saving historical periods in Company settings on a newly migrated database
Warn during Import if an Excel worksheet with an invalid (uppercase) file extension
Update PostgreSQL ODBC driver to 10.3

New Reports

GL Transactions by month – new report
Historical Balance Sheet – add new report to General Ledger, Reports tab
Historical Income Statement – add new report to General Ledger, Reports tab
Historical Trial Balance – add new report to General Ledger, Reports tab

Report Changes

Accounts Payable List – add to comment explaining that report must be run from the Reports tab when used with historical dates
Consolidated GL Account Activity – correct typo in alias name
Daily Fill Rate by Invoice – correct parameter names
Daily Fill Rate by Item – correct parameter names
Customer Payments List – add original Invoice amount and change group to sequence + payment method
Financial Summary – correct subscript error occurring on some periods and wrong totals on other periods
Historical Inventory Status – respect user view cost permission setting
Inventory Count Review – respect user view cost permission setting, correct UOM on each count line
Inventory Purchase History – respect user view cost permission setting
Inventory Re-order – respect user view cost permission setting
Inventory Status – respect user view cost permission setting
Item Allocations – add Production Order section to report
Item Components – respect user view cost permission setting
Payment on Account Receipt – improve column headers and add message when credits have been applied during payment process
Pending Inventory Adjustments – respect user view cost permission setting
Pending Purchase Order Receipts – respect user view cost permission setting
Post Inventory Adjustments – respect user view cost permission setting
Post Inventory Count – respect user view cost permission setting, correct UOM
Post Inventory Receipts – respect user view cost permission setting
Production Build – support several Production Orders to be built and printed at once, respect user view cost permission setting
Production Build – improve vertical line alignment
Production Order – respect user view cost permission setting, respect UOM for cost and extended cost
Production Schedule – respect user view cost permission setting
Production Template – respect user view cost permission setting
Purchase History – respect user view cost permission setting
Purchase Order Details – respect user view cost permission setting
Purchase Order Summary – respect user view cost permission setting
Sales by Payment Method – add penny rounding support —

Spire 3.0 (October 11, 2018)

General

Note: Please ensure that users that exist in more than one company have the SAME email address in each company, so that each user is migrated to the new user table correctly. Only a Spire Admin user can set the User Active flag on the user list. It is preferred to migrate the most important company first.

New Features

Add Calendar module
Change Edit User Setting, Sales Orders, Modify Sales Orders to have the options of
– Disallow – not permitted to edit Sales Orders
– Modify Shipping Fields – restrictive permission to only modify shipping type fields
– Modify – permitted to modify all fields unless they have separate permissions i.e. Cost
Move main user settings to Spire database level allowing more flexibility in global settings (across multiple companies) and restrictions on which companies to appear in the logon screen
Add Sales Orders template to Sales Orders, Reports tab
Add support for quantity multiplier in all scan dialogs
Add Search ability to most Lookup Lists including Sales Taxes, Warehouses, Shipping Methods, Payment Terms, Salesperson, Territories, Phases, Promotions, Email templates, Payroll departments, GL Divisions
Fully support Serialized Costing in Sales and Production when enabled in Company Settings (will be disabled by default)
Add Purchase Order Receipts auditing for taxes, duty, freight and exchange
Add temp_view for reporting from Purchase history, Items tab
Add Sales History, Reports tab with support for reports which contain the template “Sales History”
Change the report template supported in Sales History List, Print button to “Sales History List”
Change the report template supported in Purchase History List, Print button to “Purchase History List”
Replace Report preview with PDF viewer
New Kits, Macros, Options process on Sales Orders, Macros support on Purchase Orders
Move User Account management to the Spire database where you can set permission for which companies are presented to the user, improved user count management, improved API security
Automatically create a snapshot of the Spire database and provide ability to restore it if PostgreSQL is being installed
Add progress bar and error logging to Spire Desktop update initiated by Auto Update
Default Salesperson with Username has been removed from Company Settings. User Settings, Salesperson. User Settings, Salesperson, Default Salesperson setting is now used instead
Archived Quotes and Deleted Sales Orders are now kept in the Sales Orders table with a deleted flag and can be restored back to an Active Quote or Sales Order
Add ability to use Contains in the Sales History PO number and Reference number filters
Add Partial Tax column to Sales History Invoice view
Add Time field Communication Due Date, and Completed Date
Add Partner recognition to Spire User licensing. If the user’s email address matches the one on the Spire License portal’s Partner email address, then the user’s license is not counted as part of the total active users limit. A warning is popped if the partner’s license is deactivated.
Support High DPI displays
Path to Spire Desktop changed to “C:\Program Files\Spire\Desktop\spire.exe”. Microsoft RemoteApps definition need to be changed.

Improvements and corrections

Upgrade development tools Qt, Python, SIP, PyQt and PostgreSQL database version
Improve speed working with Sales Orders and Purchase Orders
Improve speed with connection pooling and multi-threading support
Improve speed displaying multiple companies in Spire Tray and Spire company logon list
Spire.exe has been moved to “C:\Program Files\Spire\Desktop\spire.exe” Remote Apps users will need their shortcut changed
Improve occasional silent close with no error behaviour
Improve cursor position and focus when clicking on a chooser field that does not contain multiple fields
Improve right click, paste operation to insert at cursor location
Correct tooltips on Delete (Red X) button, i.e. Del key deletes text in selected field or highlighted row in a list, Alt-Del deletes an entire Sales Order from inside Edit Sales Order, Ctrl-Del deletes a Sales Order line from inside Edit Sales Order
Logon UserIDs now support upper and lower case characters
Improve Auto Complete reliability when only one character is typed
Remove orphaned serial number records
Remove Edit in Excel button from Mail Merge (caused a hang condition)
Make Sales History tables the same as Sales Orders tables to properly support Copy and Credit Invoices to Sales Orders consistently
Respect user modified GL Accounts on Sales History items when copying an Invoice to a Sales Order
Do not create a batch when Archiving a Sales Quote
Reliably move cursor to next line when the current Sales Order line is deleted
Respect user permission for Batching Sales Orders while performing Right Click, Batch Sales Order
Correct Cost Column headers in Sales Orders with FIFO Costing enabled
Improve Comment and Memo behaviour in Sales Orders and Sales History
Correct behaviour when opening Sales Order Edit on a Processed Order
Improve cursor focus after deleting a Sales Order line
Re-total Sales Order when Partial Tax flag is toggled
Correctly retain all communication records when a Quote is changed to a Sales Order
Correctly filter Inventory List after typing a partial part number on a Sales Order line and pressing F9 more than once
Improve Credit Check behaviour when Customer has no “Over Terms” Invoices
Respect Sales Order Communication Alert when adding a Sales Order from Edit Customer
Correctly post single GL transaction when Posting a Sales Order Deposit with Batch Posting and Trial Posting report
Change User settings, General, POS Only User to a drop down setting
Correct error when Trial Post is clicked when a Posted Sales Order batch is selected
Correctly increment quantity when scanning the same part number more than once in the Sales Order, Scan screen
Add Salesperson field to Sales Order List, AR Payment screen
Do not allow a Ship Via record to be created without a Code
Correct error when Posting an AR Payment Batch for foreign payments
Allow email addresses to be selected to email AR Payment on Account Receipt from Sales Order List
Improve Accounts Receivable Payment Apply to be able to handle partial payments on Invoices as well as Credit Memos in the same transaction
Correctly respect removed Discount checkmark in AR Batch Payment
Copy PO Number to new record when Voiding an Accounts Payable Invoice
Improve Copy Inventory to copy Kit components as well
Do not allow changes to Edit Inventory, Kit Components to compromise Committed quantity for Kits already on Sales Orders
Add On Hand column to Edit Inventory, Components tab
Kit component sales are now tracked in Inventory Statistics
Inventory, Statistics now displays data prior to Period 1, Last Year
Correctly open historical Inventory Adjustment in Inventory, Receipts tab
Pop error when attempting to save a Vendor Price in Edit Inventory without a Vendor specified
Enable View Account button in Account Reconciliation without requiring a line to be selected
Do not allow a user without View GL Transaction permission to view Historical GL Transactions
Add ability to print Transaction shown in Edit GL Account, History, GL Transactions screen
Do not allow users to run Transaction based reports on each module’s Reports tab, if they do not have permission for View Transaction for the module
AP Batch Payment, Post report now supports all 3 contact email addresses
Correct crash when entering a long URL in the website address field
Improve “Match expected quantity” behaviour in Inventory Count
Improve Seek behaviour in GL Transaction list when seeking for Inventory Count
Correct Promotion field label in Price Matrix screen
Do not blank Promotion code when lookup is canceled
Allow Extended Quantity to be edited in a Production Order
Correct Inventory OnOrder quantity when a Purchase Order line is over received
Do not adjust On Order for an Non-Inventory part number, when the item been added to Inventory since the item was added to the Purchase Order
Correct access to Purchase Order line UDF in Purchase History
Allow Purchase Order to be closed even if an Inventory Items has been marked On Hold since the PO was created
Improve error trapping and message when Distribute Freight is attempted on an un-roundable amount
Improve right-click Paste behaviour in UDF fields
Correct Address UDF validation error when saving an AR or AP Invoice
Correct UDF Fiscal period validation and improve failure message
Correct error that is displayed when too many characters or numbers are entered into a field
Improve field focus behaviour when alt-tab is used to switch away from Spire and then back to Spire
Improve Search to respect quoted words i.e. “black pipe” will only return results where black and pipe are adjacent in the field
Auto complete list display on first character typed
Add error message when attempting to run a report that references Legacy views
Remove Inventory and Cost of Goods Sold accounts from Company Settings, General Ledger, Special Accounts, AR Accounts
Correct supported template to “GL Transaction History” in the Print dialog when drilling down and viewing a transaction from the Edit GL Account History tab
Create temp_views during when Print All is used on a List even if no filters are in use
Correctly release XLSX file after Import
Export date/time columns with local time stated
Add support for parenthesis when performing math calculations in a numeric field
Improve migration of BusinessVision Invoice Line notes to Spire Comments
Improve Email dialog
Ensure that credentials are recreated (spire.ini) when Spire Server is Uninstalled and Reinstalled
Do not allow create snapshot when multiple companies are highlighted in Spire Tray
Improve support for duplex printing

Database Changes

addresses – index change
countries – create a new countries table with current valid data
crystal_reports – new table added to Spire database, to replace rptcache.json
employees – index change
gl_acounts – index change
gl_periods – index change
gl_special_accounts – index change
gl_transactions – index change
inventory – add field show_options
inventory – remove fields accessory_whse, accessory_partno
inventory_kit_items – rename table to inventory_components
inventory_components – add fields parent_id, inventory_id, price
inventory_components – remove field kit_id
inventory_kits – remove table
notes – add field due_time
notes – rename field assigned_to to assigned_user_id
purchase_history – remove field ex_date
purchase_orders – remove field ex_date
purchase_receipts – add new table
sales_history_items – add fields levy_amount, levy_code, levy_tax_applicable, price_matrix_id, price_matrix_score, sell_direct_factor, suppress, uom_sales_factor, user_cost, vendor_no
sales_history_items – remove fields base_retail_price, generated, serialized_qty, shipped_date, uom_purchase, whse_location, notes
sales_history_items – rename fields employee to employee_no, inventory_serialized_qty to serialized_qty, comments to comment, record_type (char) to item_type (integer)
sales_history – add fields total_standard_cost , total_surcharge, user_freight, user_surcharge, was_standing
sales_history – remove fields deposit_flag, e_download_date, ex_date, last_deposit_amount, last_deposit_date, notepad, payment_gl_account, payment_method, pos_user_id, print_pack, print_ship_lables, serialized_items, ship_labels_date, ship_labels_init, total_deposit, was_quote
sales_history – rename fields orig_quote_no to was_quote_no, payment_division to division, po_no to ref_no, profit_centre to profit_center, ship_via_code to ship_code
sales_order_archives – remove table
sales_order_batches – rename field profit_centre to profit_center
sales_order_item_archives – remove table
sales_order_items – add fields _deleted, _deleted_by, suppress
sales_order_items – remove fields hasmemo, customer_specific_price, uom_purchase, uom_purchase_factor
sales_order_items – rename fields employee to employee_no, , record_type (char) to item_type (integer), vendor to vendor_no
sales_order_payment_archives – remove table
sales_order_payments – add fields _deleted, _deleted_by
sales_orders – add fields _deleted, _deleted_by, total_standard_cost, total_surcharge_ordered
sales_orders – remove fields has_serialized_items, skip_validation, user_type, was_quote
sales_orders – rename fields invoicedbyuser to invoiced_user, orig_quote_no to was_quote_no, processebyuser to processed_user, profit_centre to profit_center
system_filters – add field user_id
system_filters – remove field user
system_record_locks – add field user_id
system_report_permissions – replace field userid (char) with user_id (integer)
system_system_record_locks – remove field username
system_settings – replace field user (char) with user_id (integer)
system_users_base – new table to replace original system_users but some fields are moved to spire database schema
system_users – this is now a view, remove field password
system_users – add field uuid

New Reports

Employee ROE Info – add new report
Financial Summary – add new report
GL Historical Transactions – add new report
Inventory on Sales Orders – add new report
Inventory Purchase History – add new report
Sales History Report tab Sample – add new report

Report Changes

All changes made with Crystal Reports 2016 SP5
Accounts Payable by Due Date – add “Accounts Payable” to template
Accounts Payable List – add “Accounts Payable” to template, correct Credit Limit column display
Accrued Payables Summary – verify database for changes to purchase_orders
AR Payment Receipt – verify database for changes to addresses, ar_transactions, ar_transaction_links, system_settings
Backorder Details by Customer – verify database for changes to sales_orders, sales_orders_items
Batch Journal – use payment method descriptions, verify database for changes to sales_orders_batches, sales_orders
Batch Journal Reprint – use payment method descriptions, verify database for changes to notes, sales_history, sales_orders_batches
Cash Balance Details – verify database for changes to sales_history, sales_orders
Cash Balance – verify database for changes to sales_history, sales_orders
Communication – verify database for changes to notes
Consolidated GL Account Activity – use correct opening balance for division accounts, move balance labels to right, verify database for changes to system_settings
Customer Sales History Details – verify database for changes to sales_history, sales_history_ite, s system_settings, support ?UserID, correctly calculate foreign currency conversion with header discounts, move totals up from page footer
Customer Sales History – verify database for changes to sales_history, sales_history_items, system_settings, support ?UserID, correctly calculate foreign currency conversion with header discounts, move totals up from page footer, change report template to “Sales History List”
Customer Statement – change template to “Customer Accounts Statement”
Daily Fill Rate by Invoice – verify database for changes to sales_history, sales_history_items, change report template to “Sales History List”
Daily Fill Rate by Items – verify database for changes to sales_history, sales_history_items
Deleted Sales Orders – change report to use deleted records from sales_orders and sales_order_items, verify database for changes to notes, move report to Sales Orders, Reports tab, Sales Orders template, correctly report local time
Employee Ledger Detailed– show hours and total hours when non-zero, verify database for changes to employees
Employee Ledger – show hours and total hours when non-zero, verify database for changes to employees
Employee Summary – verify database for changes to employees
Employee Termination – verify database for changes to employees
Equipment Service History – verify database for changes to notes, sales_history, sales_history_items, sales_order_items, sales_orders
General Ledger Account Activity – move balance labels to right, verify database for changes to system_settings
Historical Accounts Receivable List – change template to “Accounts Receivable”
Inventory Bar Code Label 5160 – verify database for changes to inventory
Inventory Count Review – verify database for changes to inventory
Inventory Count Sheet – verify database for changes to inventory
Inventory Label 2X1 – verify database for changes to inventory
Inventory Label 5160 – verify database for changes to inventory
Inventory Re-order – adjust column headers for cleaner export to Excel, verify database for changes to inventory
Inventory Sales History Details – verify database for changes to sales_history, sales_history_items, system_settings, support ?UserID, correctly calculate foreign currency conversion with header discounts, move totals up from page footer
Inventory Sales History – verify database for changes to sales_history, sales_history_items, system_settings, support ?UserID, correctly calculate foreign currency conversion with header discounts, move totals up from page footer, change report template to “Sales History List”
Inventory Statistics – verify database for changes to inventory
Inventory Status – verify database for changes to inventory
Inventory UPC List – verify database for changes to inventory
Invoice Batched – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user, show up to 5 decimals on unit price only when required
Invoice Posted – verify database for changes to inventory, notes , sales_history, sales_history_items, add “Customer Accounts Statement” to template, change report template from “Sales History” to “Sales History List”, respect changes to Levies and Surcharges and do not show payment method for migrated Invoices that had no payments (ie. On Account) , show kit components as set by user, show up to 5 decimals on unit price only when required
Item Allocations – verify database for changes to inventory, inventory_item, sales_orders, sales_orders_items, purchase_orders
Item Components – verify database for changes to inventory
Material Requirements by Inventory – verify database for changes to inventory
Order Confirmation – verify database for changes to inventory, notes, sales_orders, sales_orders_items, correctly show Surcharge Total, show kit components as set by user, show up to 5 decimals on unit price only when required
Packing Slip – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user
Payment on Account B – verify database for changes to notes, sales_orders, sales_order_items
Payment on Account P – verify database for changes to notes, sales_history, sales_history_items, add ?InvoiceNoList for Email test
Payment on Account Receipt – verify database for changes to countries, system_settings, add CurrencyInfo sub-report to support currency symbol
Payroll Cheque – Bottom – verify database for changes to employees
Payroll Cheque – Centre – verify database for changes to employees
Payroll Cheque – Top – verify database for changes to employees
Payroll Ledger by Department – verify database for changes to employees
Payroll Ledger – verify database for changes to employees
Pending Inventory Adjustments – verify database for changes to inventory, notes
Pending Purchase Order Receipts – verify database for changes to inventory, purchase_orders
Pick ticket – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user
POS Receipt Reprint – verify database for changes to inventory, sales_history, sales_history_items, show up to 5 decimals on unit price only when required, respect kit components suppress flag
POS Receipt – verify database for changes to inventory, sales_orders, sales_order_items, show up to 5 decimals on unit price only when required, respect kit components suppress flag, change report template to “Sales History List”
Post Inventory Adjustments – verify database for changes to inventory, notes
Post Inventory Count – verify database for changes to inventory
Post Inventory Receipts – change report to use purchase_receipts table, change sort order to purchase_receipts.id, add UOM columns, verify database for changes to inventory, notes
Process Slip – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user
Production Build – correct use of UOM on Cost field, verify database for changes to inventory, notes
Production Order – correct lines values for partial received PO, verify database for changes to inventory, notes
Production Template – verify database for changes to inventory
Production Trial Build – verify database for changes to inventory, notes
Purchase History – verify database for changes to purchase_history, change report template to “Purchase History List”
Purchase Order Details – verify database for changes to purchase_orders
Purchase Order Reprint – show Order Communication if Print flag was set, verify database for changes to inventory, notes, purchase_history, change report template to “Purchase History List”
Purchase Order Summary – verify database for changes to purchase_orders
Purchase Order – show Order Communication if Print flag was set, correct extended amount when Purchase Order is partially received, verify database for changes to inventory, notes, purchase_orders
Quote – verify database for changes to inventory, notes, sales_orders, sales_orders_items, correctly show Surcharge Total, show kit components as set by user, show up to 5 decimals on unit price only when required
Receipts Order Fulfillment – verify database for changes to inventory, purchase_orders, sales_orders, sales_order_items
Receiver General by Payroll Dates – verify database for changes to employees
Requisition List – verify database for changes to inventory
RMA Order – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user, show up to 5 decimals on unit price only when required
Sales and Taxes 4 – verify database for changes to sales_history, change report template to “Sales History List”
Sales and Taxes – verify database for changes to sales_history, change report template to “Sales History List”
Sales by Payment method – verify database for changes to sales_history, remove ?CompanyName parameter, change report template to “Sales History List”
Sales Order Details List – ignore deleted records in sales_orders, support ?UserID and verify database for changes to sales_orders, sales_orders_items
Sales Order List – ignore deleted records in sales_orders, support ?UserID and verify database for changes to sales_orders, system_settings
Sales Order – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user, show up to 5 decimals on unit price only when required
Sample Vendor Address Label – add ?VendorNoList parameter to pass email test
Sample Address Label – verify database for changes to sales_orders
Ship Slip – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user
T4-14b-CRA – verify database for changes to employees
T4-14b-employee – verify database for changes to employees
T4-14b-employer – verify database for changes to employees
Vendor Ledger – change template to “Vendor Accounts Payable”
Work Order – verify database for changes to inventory, notes, sales_orders, sales_orders_items, show kit components as set by user, show up to 5 decimals on unit price only when required
Workers Compensation Remittance – verify database for changes to employees, remove ?CompanyName parameter

Upgrading

Spire 3.13 and higher require Windows Server 2022/2025 or Windows 11 (64-bit) or higher. Before upgrading, read Spire’s Upgrading to this Version page in the Spire 3.13 user manual.

Ask your AI assistant about this release

With SpireAssists MCP, Claude, ChatGPT and other AI assistants can answer questions like “What changed for purchase orders in Spire 3.0?” or “What’s new between my version and the latest?”, citing Spire’s own documentation. It’s free. Connect SpireAssists.

All Spire 3.x release notes · Spire 3.1 →

Source: Spire Systems Inc. release notes for Spire 3.0, 3.0.1, 3.0.2, 3.0.3, 3.0.4, as published by Spire and retrieved on 2026-10-08, organised by SpireAssists. Highlights are our summary. Spire is a trademark of Spire Systems Inc.; SpireAssists is an independent Certified Spire Integration Partner.