Breaking Changes Since Ver 23.01

💡This page lists the changes since BOS Professional Ver 23.01 that stop or change existing work after an upgrade, and the updates needed after each upgrade. Enhancements and fixes are listed in each version's release notes.

Important

When you upgrade across several versions, the script for each version is run in turn, before the upgrade to the next version.

Version 23.01

Breaking Changes

  • Standard Estimating: The general setting Quotations > Add Note from Estimate to Item Specification was removed, and the note is now always added. If the setting was False before, your quote letter template may need updating (see Standard Estimating).

Version 23.02

Breaking Changes

  • Sales/CRM module: Removed. The Service Manager has the sales functions instead. The data in the Sales module is deleted during the upgrade.
  • Issuing from Sales Orders and Work Orders: Issuing directly from a Sales Order or a Work Order was removed. A Material Movements Issue is now created automatically when an item with Resolve = Reserve (Auto Issue) reserves stock (see Material Movements).
  • Delivery Notes: Materials are no longer issued automatically from a Delivery Note (see Delivery Notes).
  • Custom Reports: The calculated fields were removed (see Custom Reports).
  • Tracker App: The Tracker App no longer closes itself automatically (see Tracker).
  • Side panel: The side panel always opens on the right. The setting to choose the side was removed.
  • Point of Sale: After the upgrade, create the new payment types. A script, adjusted for your database, then converts the old payment types to the new ones (see Point of Sale).
  • Email and HTML preview: The HTML preview on the email edit form and in the HTML editor needs the Edge browser, with the WebView2.dll file in the same folder as the BOS program (see HTML).
  • Customers: The Destination field was removed.

Standard Estimating Breaking Changes

  • Calculations: Some calculations changed slightly, so a new estimate can differ a little in price from an old Quotation.
  • Inks: Estimates now use the material's cost price instead of the supplier price. Before the upgrade, every ink material needs one cost price linked to the unit kg. A script can update the cost prices.
  • Parts (previously Sections): The default press linked to a section is deleted (see Parts).
  • Substrates: Price per ton for sheets and reels is replaced by price per 1 000 kg (see Substrates).
  • Printing: Work and Turn or Work and Tumble is allowed only on presses that use Sheetfed - Sheets/hr and Ink Groups. The upgrade updates the press setups (see Presses).
  • Finishing: After an upgrade from an older version, set Round Up = 1 where it applies. Batch Updates can do this.
  • Part types: The Single Pass part type was removed.

Standard Estimating Updates Needed After the Upgrade

  • Parts: Set Rotate Allowed and the GSM Substrate Filter (see Parts).
  • Printing Types: Set Inks = Not Printed for sheeting, and the Finishing Category if you use one (see Printing Types).
  • Estimate form: Restore the default grid views with Menu (button) > Restore > Restore Default.

Version 25.01

Breaking Changes

  • Work Shifts: Work Shifts were updated and must be reviewed after the upgrade. A Work Shift now has an End Day, so one shift can run across several days, and BOS builds a schedule of the shifts for the next ten years. Timekeeping, the Tracker and Production Planning use this schedule. Time and Attendance no longer uses Work Shifts (see Work Shifts and the 26 September 2025 update).
  • Customers: The Type field (Individual or Company) was removed. All customers now work the way the Company type worked before (see the 8 April 2026 update).
  • Placeholder customer: Quotations, Sales Orders and Customer Invoices no longer need a placeholder customer, and the upgrade deletes it (see the 26 September 2025 update).
  • User access: Access to Contacts, Customer Invoices and Customer Age Analysis is now set to None, All or Own (Rep). The earlier Customer Invoices access (such as Supervisor and User) is now named Change Status Allowed (Yes or No) (see User Access and the 6 May 2026 update).
  • Production Planning: The Reset Planning Board action and the job actions on the Tasks view were removed (see the 23 January 2026 update).
  • Navigation bar: The Calendar link was replaced with a Service Manager link (see the 26 September 2025 update).
  • Audits: A new general setting, Delete Audits older than, deletes the audits older than the number of months entered (12 by default), to keep the database from growing too large (see Audits and the 26 September 2025 update).

Updates Needed After the Upgrade

  • Work Shifts: Update and save every Work Shift again. A Work Shift with a blank Day or Time is left out of the schedule. Rebuild Work Shifts builds the schedule again (see Work Shifts).

Version 26

  • Version 26 covers Ver 26.01 to Ver 26.05. From Ver 26.02, each upgrade has its own minor version number, and you always upgrade to the latest one (see New in Version 26).
  • No change in Version 26 stops existing work, but the changes below alter existing screens or data after the upgrade.

Changes to Existing Screens and Data

  • Look and feel: The application has a Windows 11 look, with layouts to choose from under Help > Layout. Light - Bezier is the default for users who never chose a layout; a layout already chosen is kept. The status bar now shows its colour on the status lookup (see Ver 26.02 (Desktop)).
  • Stock Checks: An opening stock check is no longer needed, and the upgrade deletes all opening stock checks. The status is now on the stock check header, and updating a stock check sets it back to Pending. The quantities are named Est Qty (expected), Act Qty (counted) and Var Qty (the difference) (see Stock Check and Ver 26.02 (Desktop)).
  • Purchase Orders: User access changed from Yes or No to None, All or Own (User), which shows only the Purchase Orders the user created (see Purchase Orders and Ver 26.02 (Desktop)).
  • Products and Product Estimates: The D checkbox on parts was replaced with a Desc list: None, Desc (the part name) or Desc (Size) (the part name and its size). Parts that had D checked now show Desc (see Products and Ver 26.04 (Desktop)).
  • Customer addresses: Addresses now have separate fields (Line1, Line2, City, State/Province, Country and Code) that build the full address. Existing addresses are kept, but saving changes to the address fields replaces them. The Default checkbox was replaced with a choice of Delivery or Billing (see Customers Edit View and Ver 26.03 (Desktop)).
  • Email, SMS and Print All: These options now send or print only the rows shown in the grid (see Ver 26.04 (Desktop)).
  • HTML editor: The list of HTML tags on the left was removed, and Insert Template is now a Template button (see HTML and Ver 26.05 (Desktop)).
  • Ledger: The rep shown on customer transactions now follows the transaction (for example, the rep on the invoice), instead of always being the customer's rep (see Ver 26.05 (Desktop)).
  • Detailed Ledger: The Active filter was removed (see Ver 26.02 (Desktop)).

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