ITrack/Enterprise/Changelog Version 28

REVISION 21738-21989 database version 2800

Highlights

• Major improvements to the ebay screen
• Date range dropdowns all over the system now only show future or past date ranges, depending on what the filter applies to. More range options were added for the future to match the past options.
• The search screen's dropdowns are now more consistent and no longer automatically 'pop down' but do so if the user types in them. This improves behavior when popups appear and makes it clearer what hitting the enter key does (perform search instead of close dropdown). Also, several popups on the screen have been improved for easier user interaction.
• Search screen dropdowns now support some fields that automatically add wildcards to both sides. This makes it so that searching description or notes will find what you entered anywhere in the field.
• Warehouse management screen is now clearer when reviewing count jobs (from/to location swapped when items are 'found')

Database

• Added: (case 38000) updated adderscripts, many with updated report categories for all standard reports that print from the Report Viewer
• Added: (case 38000) updated adderscripts for all standard reports that print from screens other than the report viewer
• Changed: (case 38000) reports with category 'Metadata' to category 'Configuration' per user feedback
• Added: Case 39295: Add Monthly Average Usage, Vendor Lead Time as Display Fields in Transaction List for the Inventory Source
• Added: function f_get_company_product_code, which is a product agnostic API for getting a company product code.
• Changed: for consistency, now all prices on the inventory record can be negative, to help facilitate non-depletable SKUs that represent discounts.
• Added: (case 39472) support for inventory search fields that are 'auto-wildcarded'. This has been enabled on description and notes searches initially. This means values entered on a description or notes searches will be found anywhere in the field.
• Added: (case 37359) a script to standardize salesorderdocument memo setting names, a script to standardize "hide memo" setting name
• Added: (case 37359) salesorderdocument memo settings (store level) if they don't already exist
• Fixed: f_check_setting now properly sets the default of the settings that get created.
• Added: Case 39641: Added filters for Inventory Question & Answer to the Transaction List for the Sales Order source
• Added: support for specifying an email subject in reportqueue.
• Added: Case 39981: Add vehicle.storeid Display Field to the Transaction List for the Vehicle source.

Accounting

• Changed: all the date range dropdowns no longer show 'future' date range spans.

Appraisal Extension

• Added: support for disabling errors when testing if an appraisal connection is valid.

Customer

• Added: (case 39528) the customer sell price class markups now sorts the rows automatically by the sell price class name.
• Changed: the contract price rows are now sorted better for numeric tag #'s.
• Added: 'Average Cost' as an option in special price adjustments.
• Changed: the markups in special price adjustments are now displayed as raw %'s instead of markup %'s. This makes the pricing display look more consistent with other areas. This means a markup of 25% (previous display) will now be shown as 125%. This only affects display, no change to pricing behavior.
• Changed: the pricing page no longer checks for overlapping contract time spans for the same part, as there were issues with it, and the user can simply manage this themselves.
• Added: (case 39324) support for showing the user account who created each customer price contract.
• Changed: customer price contracts no longer are reloaded when the user changes whether to show expired documents, which speeds the screen up.
• Changed: when adding or editing a customer price contract, past date ranges are no longer visible, as they are not usually useful.
• Added: next 365 days option for price contracts date range combo.
• Fixed: (case 40533) two columns labeled "salesman" have been relabeled to "counterperson" for increased accuracy.

Customer Contact

• Changed: all the date range dropdowns no longer show 'future' date range spans.
• Fixed: (case 40538) the customer contact home page now correctly loads all stores into the dropdown.
• Added: the store dropdown on the home page now defaults to the store the user is logged into.

eBayExtension

• Fixed: several memory leaks occurring through normal usage of ebay screen.
• Fixed: several crashes that could occur when listing parts without first signing into eBay.
• Fixed: (case 39231) If you chose 'no returns allowed' you would see an error when sending the listing.
• Fixed: (Case 28577) an issue where some characters the user might copy + paste into a listing description could cause eBay to throw an error. They are now translated to the nearest matching character before upload.
• Fixed: several issues where clicking refresh or ebay sign-in would cause error messages instead of just taking the user to the 'sign-in' page.
• Added: if you've signed in successfully and then hit the 'reset ebay sign-in' there is now a popup that says it will clear the current info and asks the user if they are ok with that.
• Added: The listing page now shows the actual ebay category text for the current listing instead of its (useless) id #.
• Changed: The area where you see the formatted listing body (created from template) no longer removes all the line-breaks they put in the template. This makes it a lot easier to review the upload body. Also, that edit box no longer has horizontal scrolling.
• Fixed: eBay Site (us vs canada) wasn't implemented right and threw an error
• Fixed: a minor issue with paypay immediate pay
• Fixed: If you updated the auctions page, a floating date-time value would appear. There is now a datepicker labeled Last update from eBay
• Changed: Renamed Global Config to "Account Defaults", and "Advanced Config" to "Listing Templates"
• loading the screen with no token, then getting one wouldn't work right if sandbox mode was enabled without first clicking production.
• Loading the screen with a sandbox token wouldn't work unless you clicked into production, then back to sandbox.
• Removed a bunch of unused image handling code from the edit listing dialog.
• Fixed: some currency values are now properly sorted in the user's locale format.
• Added: (case 39820) better sorting to the list columns in the auctions page, listings page, and transactions page.

GlobalSettings

• Fixed: an issue where new settings might not get their default correctly.

Home

• Changed: all the date range dropdowns no longer show 'future' date range spans.
• Fixed: (case 39912) an issue where non-deplete items were showing as not available on the SO and WO home screen tabs.

Master

• Fixed: (case 39506) an issue where the application might load the same module more than once, which could lead to crashes in some corner cases.

Parts

• Added: limit to the 'contained in collections' tree to just 150 collections. In general, most items are contained in no more than one collection, but for companies that have non-deplete warranty items that they put into many parts' templates, this will speed up loads.

Purchase Orders

• Fixed: (case 39670) an issue where clicking the attachments button did not cause the dialog to appear.
• Fixed: (case 40014) an issue where results sent from inventory overview to PO or TO could cause some issues if the items are templates.
• Fixed: an issue where clearing the PO screen didn't clear out the type dropdown.

Sales Orders

• Added: when creating a return document, the original 'salesperson' who got credit for the sale will be copied from the original instead of the current customer salesperson.
• Fixed: (case 39670) an issue where clicking the attachments button did not cause the dialog to appear.
• Fixed: (case 39791) an issue where document lineitem descriptions were not properly loading any tokens from inventory, like inventory.description.

Search

• Changed: (case 40184) fixed an issue where the search screen list control acted weird when scrolling horizontally.
• Changed: (case 40299) the dropdowns on search no longer automatically show their drop-list when you tab onto them. The reason for this is because it made the action of hitting enter inconsistent on the screen. This is because (when a dropdown is shown) enter confirms the choice and closes the dropdown, while the rest of the time, enter performs a search. This was especially confusing when closing a popup like the interchange dialog.
• Added: in conjunction with the above change, typing into a dropdown now always shows the dropdown list for the user to arrow through. Before, only autocomplete dropdowns would do this. Now they all do. (Note: in addition to typing, the user can hit the up or down arrow to show the options).
• Changed: all dropdowns on the vehicle search are now styled the same way as the part search, including the behavior of when they dropdown.
• Fixed: inconsistencies on dropdown behavior on part and vehicle search tabs.
• Added: (case 40299) the "OK" button on the interchange popup now performs the search after choosing an item.
• Removed: (case 38172) due to confusion and disagreement over what OK and Cancel should do in the 'no results found' dialog, it has been removed. Now, if a search is performed that finds no results, the system will beep and information will be put in the status bar.
• Added: (case 39472) support for search fields that get 'auto wildcarded' as part of a search. For fields like description or notes, the value will be searched anywhere inside the field.

ITSQLFramework

• Fixed: (case 39506) an issue where the error reporting dialog could cause a crash if the settings module had caused a crash before.

Warehouse Management

• Added: the from/to location for non-serialized parts have been flipped when items have been 'found' at a location. Before, it seemed like quantity would move to Variance. Also, when items are lost, the To location is now "Variance (LOST)" and when items are found, the from location is now "Variance (FOUND)".

Work Orders

• Fixed: (case 38662) an issue where doing an assembly breakdown might cause a database error if the Assembly Breakdown work order type and Assembly Breakdown Template (job template) were saved in a specific way (related to the labor GL category). Now such situations should be handled better. Assembly breakdown jobs will now correctly inherit defaults from the Assembly Breakdown WO type, as customized by the user.
• Fixed: (case 39670) an issue where clicking the attachments button did not cause the dialog to appear.
• Fixed: (case 40435) an issue where creating a new job or new job template on a WO didn't copy information from the WO template correctly.
• Fixed: an issue where the edit work order types dialog did not display default labor rate correctly as currency, and the shop supply charge field was not displaying percentages correctly.
• Fixed: an issue where the user could not select and delete more than one labor entry on a job.
• Fixed: an issue where the 'send WO to invoice' popup was showing expired quotes. Also, results will be ordered by date, then document # to make them easier to find.
• Fixed: (case 40572) an issue where removing parts or tasks from a job template and then saving the template would not remove those items correctly.

Quickbooks

• Fixed: (case 39797) an issue where the accounting push tab now shows checkboxes for what to export again.

Reports

Billing Statement - French (Billing_French.rpt)

• Removed: (case 38548) deprecated the temporary duplicate file that only handled French mode. The standard report can do this now. Screen reports have been able to correctly pull in parameter defaults for awhile, and this is just a holdover.

Database Change Log (DatabaseChangeLog.rpt)

• Added: (case 39031) a new event filter, and a new column filter that has the ability to filter by a specific column, all columns, or a comma-separated list of columns. A default parameter value can be set for this with a new Reports setting.

External Work Order (WorkOrderExternal.rpt)

• Changed: (case 40049) job parts and labor layout is now laid out like a table by default, with a setting available to change that back to the more SO-like look
• Changed: (case 40049) combined customer unit and master part subreport into one section and cleaned it up.

Inventory Loss (InventoryLoss.rpt)

• Added: (case 38795) a report showing inventory on variance document types in a date range with quantities and replacement costs.
• Added: (case 38795) missing namer in the header

Inventory Summary (InventorySummary.rpt)

• Added: (case 39025) inventory replacement cost, if a new setting (passed in via parameter) is set to True. It is False by default.
• Changed: (case 39025) moved noninventory setting out of the report query. It is now passed in via parameter.

Parts Remaining By Vehicle (PartsRemainingByVehicle.rpt)

• Changed: (case 39623) updated comment header

Price Deviation (PriceDeviation.rpt)

• Added: (case 38439) rejected/approved by username, when present, in the new approval/rejection subreport.

Receiving Tag (TagReceiving.rpt)

• Changed: (case 40021) Receiving tag now respects show SKU below barcode tag setting

Sales Order 11in (SalesOrder11in.rpt)

• Changed: (case 37359) standardized setting names: salesorderdocument memos + hide memo were different from the rest

Sales Order Returns (SalesOrderReturn.rpt)

• Fixed: (case 40017) GL context filtering was excluding some core returns/exchanges.

Vehicle Value Analysis (VehicleValueAnalysis.rpt)

• Added: (case 39450) vehicle unit remaining market and sold retail. Part counts do not include vehicle units.
• Changed: (case 39450) shortened Parts header line to exclude remaining market and sold retail, then moved cost columns section to the left of parts columns
• Changed: (case 40011) VVA report now pays attention to the setting that allows you to exclude non-inventory vehicles even if there is cost remaining