ISoft Wiki - User contributions [en]

Configuring a barcode scanner

2026-03-11T16:38:40Z

Nenjin:

=Zebra DS2278=

This page will cover how to setup a Zebra DS2278 Bluetooth Barcode Scanner to work with iSoft products on mobile devices.

==Scanner Info==
* Approx Cost: $190-$280 depending on accessories and support
* Important Features: Bluetooth, 14 hour+ battery life, 5ft drop, 36 month warranty, 123Scan app, SDKs for iOS, Android, Windows

==Quick Start Guide==
===Android using Chrome===
* The fastest way to get started is to scan the appropriate barcode for your device type. **Make sure your device is fully charged!
* This model of scanner can scan from a high resolution monitor or screen
* Each of the barcodes below will change the defaults on your scanner. You will need to "forget" or "remove" the device in your Bluetooth settings and reconnect
* The below barcodes have the following settings: '''Prefix : Suffix $''', HID features for iOS, Host: HID BT Classic
[[Image:AndroidBarcode.JPG]]

===iOS using ITrack LX App===
'''Tip: You do not need to set up this device as a keyboard wedge'''

1. You first need to install the Zebra iOS app https://apps.apple.com/us/app/zebra-scanner-control/id1034012069

2. Open that app and go to Connection Help > Pair DS2278

[[Image:Zebra-DS2278-setup-barcodes.PNG|400px]]

3. Follow the onscreen instructions

4. Go back to the main screen and choose Connect

5. Tap on the DS2278 and choose Disconnect(this will disconnect it from the Zebra app so we can connect it to the ITrack LX app)

[[Image:Zebra-DS2278-disconnect-screen.PNG|400px]]

6. Go to the ITrack LX app and after a few seconds you should hear a connection beep from the scanner. Scanning in the ITrack LX app with the DS2278 should now work.

==Charging the Scanner==
* The charging circuit on the scanner is capable of using as much current as possible based on the power source
* Preferred Method: use a BC1.2 Compliant Micro USB adapter to a wall outlet (higher current charging capability above 900 mA)

[[Image:Zebra_battery.JPG]]

==123Scan Software==

==Explanation of Settings==

==External Links==
* Zebra Support Page [https://www.zebra.com/us/en/support-downloads/scanners/general-purpose-scanners/ds2200-series.html link]
* 123Scan Software Download [https://www.zebra.com/us/en/products/software/scanning-systems/123scan.html link]
* Full Manual Download [https://www.zebra.com/content/dam/zebra_new_ia/en-us/manuals/barcode-scanners/ds2278-prg-en.pdf link]

=Honeywell=

== Compatibility Notes ==
Please update the Chrome browser on the Honeywell to Chrome v101 so that the Teardown app is sized correctly. It currently ships with Chrome v70. -JW 2022-05-18

== Setting up a Honeywell Scanner ==
ScanPal EDA71
https://www.honeywellaidc.com/products/computer-devices/tablet/scanpaleda71

These are the screens you set through to set up the honeywell device

Settings -> Honeywell Settings -> Scan Settings -> Internal Scanner -> Default profile -> Data Processing Settings

Wedge = checked

Wedge Method = Keyboard

no Prefix

no Suffix

Wedge as keys = empty input

[[File:Flowchart_of_settings.jpg|800px|thumb|center|Honeywell Setting Flowchart]]

 

== Enterprise LX Honeywell config info ==

A global database setting "Scanner Mode (ambleMode,honeywell)" needs to be set to "honeywell"

The current default is ambleMode which may change in the near future.
The following query will let you check on the setting. Note: A user has to have logged into an lx app before the default settings are present.

<syntaxhighlight lang="sql">
SELECT
`globalsettingvalue`.`settingid`
, `setting`.`location`
, `setting`.`name`
, `globalsettingvalue`.`value`
, `setting`.`defaultvalue`
, `setting`.`scope`
, `setting`.`settingtype`
, `value`=`defaultvalue` AS isdefault
FROM
`globalsettingvalue`
INNER JOIN `setting`
ON (`globalsettingvalue`.`settingid` = `setting`.`settingid`)
WHERE (`setting`.`name` = 'Scanner Mode (ambleMode,honeywell)');
</syntaxhighlight>

=Munbyn=

== Setting up a Munbyn Scanner ==
This is for the MUNBYN IPDA081/IPDA086 Mobile Data Terminal: https://pos.munbyn.com/munbyn-ipda081-rfid-handheld-computer/ 
To set up: 
 
Swipe up to see apps, then tap on "keyboardemulator". 
On the "Function" page, make sure "Enable Scanner" is on. 
[[File:scanner1.png|200px]]
 
 
On the "AppSettings" page, turn on "Release key off scan" (if it is not already enabled).
 
[[File:scanner2.png|200px]]
 
 
Then scroll down to "Process mode". Make sure it is set to "keyboard input". Under "End mark", none of the options should be checked. 
[[File:scanner3.png|200px]]
 
 
Prefix/preamble and suffix/postamble for the device can be edited under "Data Format". If using a test program that uses prefix/suffix, be sure that the prefix/suffix in the program and in the scanner setting app (keyboardemulator) are the same. 
[[File:scanner4.png|200px]]

 

= Tera Scanner =
[[File:Tera_config.png|200px]]

To enable the trigger on the Tera scanner handle:

1. Get to the Scanner Config Page.

2. Disable the scanner.

3. Key in 293 on the scanner keypad.

4. Re-enable the scanner.

5. The scanner config page should look like the image above if it's set correctly.

== Windows 11 Industrial Rugged Tablet ==
Two additional applications are required to use the scanner features: Honeywell Download manager tool (which will manage any subsequent Honeywell software downloads), then an EZConfig for Scanning software for the configuration of scanner itself. Both parts can be downloaded from the same portal: https://hsmftp.honeywell.com/

To download the zip file containing the Honeywell Download manager tool, select "here" marked by the first arrow. When finished, right-click the zip file selecting "Extract all..." then select a home/path for this installer.

To download the EZConfig for Scanning, in the file system on the left: Software -> Barcode Scanner -> Software -> Tools and Utilities -> EZConfig for Scanning -> Current.

# Open the EZConfig for Scanning software when it's finished downloading.
# Open the file "EZConfig-Scanning v4_msedge"
# select "Connected Device"
# select "Configure Device"
# select "Data Formatting"
# in Data Formatting, verify that you are on the "Prefix/Suffix" tab
# enter <code>~</code> as the Prefix
# enter <code>{ CR}</code> as the Suffix

This may be out-dated.

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Instead of using EZConfig, we need to use another Honeywell tool named SoftWedge. It can be downloaded from the same link as the download manager and EZConfig: https://hsmftp.honeywell.com/

To download the SoftWedge zip file you will need to navigate the Honeywell file system on the left when you open the link: Software > Barcode Scanners > Software > Tools and Utilities > Softwedge > Current.

# Unzip the SoftWedge folder
# Open and read the PDF instructions in the folder
# Run SoftWedge.exe, it will pop up in the system tray
# Open up SoftWedge and verify the "port status" is connected
# enter <code>~</code> as the Prefix
# enter <code>{ CR}</code> as the Suffix
# Verify things are working by doing test scans in Chromium/EEweb Configuration->Scanner->Test Scanner

== NOTE on ENTERPRISE LX setup ==
enterpise lx default pre/postable
preamble = "126" = "~"
postamble = "13" = "Enter"

For munbyn scanner, the postamble/suffix does not allow you to use "Enter" so you need to leave that blank and instead check the box under EndMark that says "Enter"

== TROUBLESHOOTING ==
My Tera scan returns a different barcode every time despite scanning the same barcode!

# At the top of the LX Landing Page where it say Signed In / Not Signed In, tap the Sign-In and choose "Disable Honeywell Mode."

ITrack/Quickbooks/Error 520 - Could not start quickbooks

2025-07-14T20:49:34Z

Nenjin:

[[Image:IdispatchError520.PNG]]

== Cause: ==
This error occurs because ITrack can not find the QuickBooks company file.

== Solution: ==
Click on the '''Browse''' button in the Quickbooks Toolkit, then navigate to the correct Quickbooks file and select it.

== Iterations of this problem ==

=== The Quickbooks company file can be unable to be found for various reasons, because there are various ways customers host the file. ===

==== The File is hosted by some service that has gone sideways ====
In the example of Concrete Trucks & Equipment, the Quickbooks file was hosted on Microsoft One Drive.

One Drive moved around user profiles and permissions which caused ITrack not to be able to communicate with Quickbooks even though we had the file open in Quickbooks desktop alongside ITrack.

Always consult the IT professionals about where and how the company file is hosted.

Configuring a barcode scanner

2024-10-07T21:58:53Z

Nenjin:

=Zebra DS2278=

This page will cover how to setup a Zebra DS2278 Bluetooth Barcode Scanner to work with iSoft products on mobile devices.

==Scanner Info==
* Approx Cost: $190-$280 depending on accessories and support
* Important Features: Bluetooth, 14 hour+ battery life, 5ft drop, 36 month warranty, 123Scan app, SDKs for iOS, Android, Windows

==Quick Start Guide==
===Android using Chrome===
* The fastest way to get started is to scan the appropriate barcode for your device type. **Make sure your device is fully charged!
* This model of scanner can scan from a high resolution monitor or screen
* Each of the barcodes below will change the defaults on your scanner. You will need to "forget" or "remove" the device in your Bluetooth settings and reconnect
* The below barcodes have the following settings: '''Prefix : Suffix $''', HID features for iOS, Host: HID BT Classic
[[Image:AndroidBarcode.JPG]]

===iOS using ITrack LX App===
'''Tip: You do not need to set up this device as a keyboard wedge'''

1. You first need to install the Zebra iOS app https://apps.apple.com/us/app/zebra-scanner-control/id1034012069

2. Open that app and go to Connection Help > Pair DS2278

[[Image:Zebra-DS2278-setup-barcodes.PNG|400px]]

3. Follow the onscreen instructions

4. Go back to the main screen and choose Connect

5. Tap on the DS2278 and choose Disconnect(this will disconnect it from the Zebra app so we can connect it to the ITrack LX app)

[[Image:Zebra-DS2278-disconnect-screen.PNG|400px]]

6. Go to the ITrack LX app and after a few seconds you should hear a connection beep from the scanner. Scanning in the ITrack LX app with the DS2278 should now work.

==Charging the Scanner==
* The charging circuit on the scanner is capable of using as much current as possible based on the power source
* Preferred Method: use a BC1.2 Compliant Micro USB adapter to a wall outlet (higher current charging capability above 900 mA)

[[Image:Zebra_battery.JPG]]

==123Scan Software==

==Explanation of Settings==

==External Links==
* Zebra Support Page [https://www.zebra.com/us/en/support-downloads/scanners/general-purpose-scanners/ds2200-series.html link]
* 123Scan Software Download [https://www.zebra.com/us/en/products/software/scanning-systems/123scan.html link]
* Full Manual Download [https://www.zebra.com/content/dam/zebra_new_ia/en-us/manuals/barcode-scanners/ds2278-prg-en.pdf link]

=Honeywell=

== Compatibility Notes ==
Please update the Chrome browser on the Honeywell to Chrome v101 so that the Teardown app is sized correctly. It currently ships with Chrome v70. -JW 2022-05-18

== Setting up a Honeywell Scanner ==
ScanPal EDA71
https://www.honeywellaidc.com/products/computer-devices/tablet/scanpaleda71

These are the screens you set through to set up the honeywell device

Settings -> Honeywell Settings -> Scan Settings -> Internal Scanner -> Default profile -> Data Processing Settings

Wedge = checked

Wedge Method = Keyboard

no Prefix

no Suffix

Wedge as keys = empty input

[[File:Flowchart_of_settings.jpg|800px|thumb|center|Honeywell Setting Flowchart]]

 

== Enterprise LX Honeywell config info ==

A global database setting "Scanner Mode (ambleMode,honeywell)" needs to be set to "honeywell"

The current default is ambleMode which may change in the near future.
The following query will let you check on the setting. Note: A user has to have logged into an lx app before the default settings are present.

<syntaxhighlight lang="sql">
SELECT
`globalsettingvalue`.`settingid`
, `setting`.`location`
, `setting`.`name`
, `globalsettingvalue`.`value`
, `setting`.`defaultvalue`
, `setting`.`scope`
, `setting`.`settingtype`
, `value`=`defaultvalue` AS isdefault
FROM
`globalsettingvalue`
INNER JOIN `setting`
ON (`globalsettingvalue`.`settingid` = `setting`.`settingid`)
WHERE (`setting`.`name` = 'Scanner Mode (ambleMode,honeywell)');
</syntaxhighlight>

=Munbyn=

== Setting up a Munbyn Scanner ==
This is for the MUNBYN IPDA081/IPDA086 Mobile Data Terminal: https://pos.munbyn.com/munbyn-ipda081-rfid-handheld-computer/ 
To set up: 
 
Swipe up to see apps, then tap on "keyboardemulator". 
On the "Function" page, make sure "Enable Scanner" is on. 
[[File:scanner1.png|200px]]
 
 
On the "AppSettings" page, turn on "Release key off scan" (if it is not already enabled).
 
[[File:scanner2.png|200px]]
 
 
Then scroll down to "Process mode". Make sure it is set to "keyboard input". Under "End mark", none of the options should be checked. 
[[File:scanner3.png|200px]]
 
 
Prefix/preamble and suffix/postamble for the device can be edited under "Data Format". If using a test program that uses prefix/suffix, be sure that the prefix/suffix in the program and in the scanner setting app (keyboardemulator) are the same. 
[[File:scanner4.png|200px]]

 

== Tera Scanner ==
[[File:Tera_config.png|200px]]

To enable the trigger on the Tera scanner handle:

1. Get to the Scanner Config Page.

2. Disable the scanner.

3. Key in 293 on the scanner keypad.

4. Re-enable the scanner.

5. The scanner config page should look like the image above if it's set correctly.

== NOTE on ENTERPRISE LX setup ==
enterpise lx default pre/postable
preamble = "126" = "~"
postamble = "13" = "Enter"

For munbyn scanner, the postamble/suffix does not allow you to use "Enter" so you need to leave that blank and instead check the box under EndMark that says "Enter"

Configuring a barcode scanner

2024-10-07T21:56:26Z

Nenjin:

=Zebra DS2278=

This page will cover how to setup a Zebra DS2278 Bluetooth Barcode Scanner to work with iSoft products on mobile devices.

==Scanner Info==
* Approx Cost: $190-$280 depending on accessories and support
* Important Features: Bluetooth, 14 hour+ battery life, 5ft drop, 36 month warranty, 123Scan app, SDKs for iOS, Android, Windows

==Quick Start Guide==
===Android using Chrome===
* The fastest way to get started is to scan the appropriate barcode for your device type. **Make sure your device is fully charged!
* This model of scanner can scan from a high resolution monitor or screen
* Each of the barcodes below will change the defaults on your scanner. You will need to "forget" or "remove" the device in your Bluetooth settings and reconnect
* The below barcodes have the following settings: '''Prefix : Suffix $''', HID features for iOS, Host: HID BT Classic
[[Image:AndroidBarcode.JPG]]

===iOS using ITrack LX App===
'''Tip: You do not need to set up this device as a keyboard wedge'''

1. You first need to install the Zebra iOS app https://apps.apple.com/us/app/zebra-scanner-control/id1034012069

2. Open that app and go to Connection Help > Pair DS2278

[[Image:Zebra-DS2278-setup-barcodes.PNG|400px]]

3. Follow the onscreen instructions

4. Go back to the main screen and choose Connect

5. Tap on the DS2278 and choose Disconnect(this will disconnect it from the Zebra app so we can connect it to the ITrack LX app)

[[Image:Zebra-DS2278-disconnect-screen.PNG|400px]]

6. Go to the ITrack LX app and after a few seconds you should hear a connection beep from the scanner. Scanning in the ITrack LX app with the DS2278 should now work.

==Charging the Scanner==
* The charging circuit on the scanner is capable of using as much current as possible based on the power source
* Preferred Method: use a BC1.2 Compliant Micro USB adapter to a wall outlet (higher current charging capability above 900 mA)

[[Image:Zebra_battery.JPG]]

==123Scan Software==

==Explanation of Settings==

==External Links==
* Zebra Support Page [https://www.zebra.com/us/en/support-downloads/scanners/general-purpose-scanners/ds2200-series.html link]
* 123Scan Software Download [https://www.zebra.com/us/en/products/software/scanning-systems/123scan.html link]
* Full Manual Download [https://www.zebra.com/content/dam/zebra_new_ia/en-us/manuals/barcode-scanners/ds2278-prg-en.pdf link]

=Honeywell=

== Compatibility Notes ==
Please update the Chrome browser on the Honeywell to Chrome v101 so that the Teardown app is sized correctly. It currently ships with Chrome v70. -JW 2022-05-18

== Setting up a Honeywell Scanner ==
ScanPal EDA71
https://www.honeywellaidc.com/products/computer-devices/tablet/scanpaleda71

These are the screens you set through to set up the honeywell device

Settings -> Honeywell Settings -> Scan Settings -> Internal Scanner -> Default profile -> Data Processing Settings

Wedge = checked

Wedge Method = Keyboard

no Prefix

no Suffix

Wedge as keys = empty input

[[File:Flowchart_of_settings.jpg|800px|thumb|center|Honeywell Setting Flowchart]]

 

== Enterprise LX Honeywell config info ==

A global database setting "Scanner Mode (ambleMode,honeywell)" needs to be set to "honeywell"

The current default is ambleMode which may change in the near future.
The following query will let you check on the setting. Note: A user has to have logged into an lx app before the default settings are present.

<syntaxhighlight lang="sql">
SELECT
`globalsettingvalue`.`settingid`
, `setting`.`location`
, `setting`.`name`
, `globalsettingvalue`.`value`
, `setting`.`defaultvalue`
, `setting`.`scope`
, `setting`.`settingtype`
, `value`=`defaultvalue` AS isdefault
FROM
`globalsettingvalue`
INNER JOIN `setting`
ON (`globalsettingvalue`.`settingid` = `setting`.`settingid`)
WHERE (`setting`.`name` = 'Scanner Mode (ambleMode,honeywell)');
</syntaxhighlight>

=Munbyn=

== Setting up a Munbyn Scanner ==
This is for the MUNBYN IPDA081/IPDA086 Mobile Data Terminal: https://pos.munbyn.com/munbyn-ipda081-rfid-handheld-computer/ 
To set up: 
 
Swipe up to see apps, then tap on "keyboardemulator". 
On the "Function" page, make sure "Enable Scanner" is on. 
[[File:scanner1.png|200px]]
 
 
On the "AppSettings" page, turn on "Release key off scan" (if it is not already enabled).
 
[[File:scanner2.png|200px]]
 
 
Then scroll down to "Process mode". Make sure it is set to "keyboard input". Under "End mark", none of the options should be checked. 
[[File:scanner3.png|200px]]
 
 
Prefix/preamble and suffix/postamble for the device can be edited under "Data Format". If using a test program that uses prefix/suffix, be sure that the prefix/suffix in the program and in the scanner setting app (keyboardemulator) are the same. 
[[File:scanner4.png|200px]]

 

== Tera Scanner ==
[[File:Tera_config.png|200px]]

To enable the trigger on the Tera scanner handle:

1. Get to the Scanner Config Page.
2. Disable the scanner.
3. Key in 293 on the scanner keypad.
4. Re-enable the scanner.
5. The scanner config page should look like the image above if it's set correctly.

== NOTE on ENTERPRISE LX setup ==
enterpise lx default pre/postable
preamble = "126" = "~"
postamble = "13" = "Enter"

For munbyn scanner, the postamble/suffix does not allow you to use "Enter" so you need to leave that blank and instead check the box under EndMark that says "Enter"

File:Tera config.png

2024-10-07T21:50:29Z

Nenjin:

ITrack/Enterprise/Changelog Version 39

2024-07-11T18:58:22Z

Nenjin: /* Purchase Orders */

Revision 24207-24429 database version 3900
==Highlights==
* Major announcement: Auto refresh screens! The way this works, is any screen where we track whether another user has modified something (part, vehicle, sales order, work order, purchase order, transfer order) we automatically check on a timer whether the loaded document/item has been modified by someone else (defaults to every 15 seconds, but modifiable with the setting "Preferences"->"How often to automatically check for changes on the current screen (in seconds, 0 to disable)"). If changes are detected one of two things happens:
# If the user has not made any changes yet, the item is silently and automatically refreshed with the current version from the database. This prevents the user from accidentally sitting with an out of date version of a part/vehicle/document/etc.
# If the user *has* made any changes, they will immediately be prompted that someone else has saved this item or document and that they must reload in order to continue. They can either reload immediately or cancel to review the changes they've made. This makes it so that they will know much sooner that something has changed that will prevent them from saving.
#No more working on a WO for hours just to learn that someone had changed it immediately after you loaded. The previous system of stopping the user on save remains unchanged in case the timer is disabled. The automatic timer is disabled while any popups are visible, which prevents any issues with the document reloading while the user is considering a popup.
* Much requested: Ability to 'ignore' inventory variances in the Inventory Adjustment tab of Manage Warehouse. This allows the user to clear out old losses/finds without destructive delete operations.
* Enhancements to updating cost from PO screen
* Major improvements to handling of buyer transactions on the ebay screen, including support for when buyers cancel them
* Overhaul of the customer unit system
* Overhaul of change detection on all document screens. Previously, they only tracked a couple fields for whether the user 'changed' anything. It is now accurate to every field, like the part and vehicles screens. This is to ensure that the user doesn't 'lose data' by auto-refreshing the document when someone else saved (see auto refresh screens announcement above).

==Database==
* Added: new zip codes
* Deprecated: a table that has not been in use for years but exists on some older databases.
* Added: the ability to mark inventoryvariance records as ignored, and added a computed status column with an index for faster lookups.
* Added: (EE-509) several new part types that have been added to heavy truck parts.net as standard.
* Added: logging triggers to dashboard tables
* Added: Job Name Filter for the Work Order Source for the Transaction List
* Added: Inventory Location Wildcard Filter for the Transaction List for the Inventory Source.
* Fixed: changed how some document search fields/filters work around locations, to make the names clearer and adjust the logic they run under.
* Removed: a company specific setting default
* Added: (EE-554) the p_inventory_default_prices procedure now also checks the global settings for high/low retail/wholesale price markups as a possible price calculation method.
* Added: f_inventory_recalculate_prices, which uses p_inventory_default_prices to 'recompute' the price levels on a part based on vendor, model/category, cost, etc. This makes it easier for screens and scripts to invoke a re-computation of price levels.
* Changed: (EE-566) vehiclebidfee.adjustmenttypeid is now no longer nullable, and any records missing an adjustment type are being deleted.
* Added: foreign key to vehiclebidfee.adjustmenttypeid to keep bad values from being saved.
* Changed: ebaytransaction.status column has been increased to 20 long, as some ebay status codes were being cut off.
* Added: EE-564: support for workclock user notes.
* Re-released: a hotfix from 2014 that was missing on some newer deployments. Re-releasing to ensure all databases are consistent.
* Fixed: a misspelling in a permission description and clarified it.
* Added: (EE-595) a unique key to the purchase order line history table.
* Added: (EE-599) unique index to glcontext.name
* Added: FK restraint to inventoryfile.fileid
* Added: FK restraint to vehiclefile.fileid
* Added: Two transaction list filters. One to filter by the shipping country on a sales order, the other to filter by the country of the customer record used on the sales order.
* Fixed: (EE-629) an issue where closing a WO where the user had already inventoried a core would double the quantity changes to that core bank. This required removing a fix added in FB-36316 to make it so that voiding/reopening a SO or WO would reverse quantity/average cost activity on dirty cores. Now, the user will have to undo these changes manually if they void a WO or SO.
* Added: an explicit error message to be thrown by p_inventory_replicate. This error is thrown if the sql_mode that the procedure was created under has NO_AUTO_VALUE_ON_ZERO set. If that flag is set, the procedure will not work correctly, and that makes the issue easier to find.

==Controls/Tools==
* Fixed: a potential crash that could occur when modifying visibility of a button.
* Added: support for easily toggling sorting and/or drag and drop on and off on a list control since in some places, sort order can be saved, and therefore must be disabled when the list is read only.
* Fixed: (EE-237) a subtle and rare bug that could cause a tree control with a footer to sometimes be shorter than it was supposed to be. Changes from the list control from 2018 have been adapted to the tree control to bring the two in line for their behavior.
* Fixed: an issue where some popups would not be tied to the application correctly. This meant that the user could sometimes use alt+tab to access the application still even though a popup was present. This also fixes an issue where auto-refresh timers were not being halted while these popups were visible. Now they will pause correctly.
* Changed: the way popups center on their parent window now works in a way that doesn't require breaking how popups are tied to the application.
* Changed: Many shared dialogs now respect OS level darkmode settings in the titlebar.
* Added: email via MAPI error message support. Now, if an email fails to send, the popup will have an error message as well as an error code.

==Accounting==
* Fixed: an issue where the export to SAGE button would split activity into multiple days if entries were backdated. Now all entries are exported based on their effective date, not date created.
* Fixed: (EE-604) an issue where the SAGE 50 export could export the wrong row in some circumstances.

==Crystal Reports Printing==
* Added: print jobs now have a title set based on the user friendly name of the report, plus a file extension. Testing revealed that this causes some PDF printers to name the default file equal to this title, making printing to PDF slightly easier.

==Customer==
===Edit Service Units===
* Added: auto-complete to type, manufacturer, and model dropdowns
* Added: icons to the buttons, moved them to the bottom like other popups
* Added: close button [x] to the title bar.
* Added: icon to the popup title bar.
* Changed: unit number now shows "N/A" for an unsaved new unit instead of "-1"
* Added: entering 2 digits in the year field now expands it to 4 digits like other year fields.
* Fixed: an issue where saving a customer unit with more than 20 characters in the manufacturer/make, model, or unit number would get cut off.

==eBay==
* Added: when retrieving transactions from the API, we now request the 'containing order' information. This allows us to know if the invoice has been cancelled.
* Changed: the transaction status column now pulls from the containing order. This allows display of Cancelled or in the progress of being cancelled as a status.
* Added: the transactions list now shows status in red if the transaction has been cancelled so that the user knows why it doesn't need to be invoiced.
* Added: the transactions list now shows the items with different background colors based on status, similar to the auction list.
* Added: the transactions list now shows the document # field in Green if it has not been invoiced yet, but the purchase is completed.
* Changed: loading auctions now considers ebay transactions that are Complete or Completed only when counting how many have to be invoiced. This will exclude items that are cancelled, in progress, or being cancelled.
* Removed: PictureDetailsType.PhotoDisplay that was deprecated in the ebay API. Removed GalleryDuration at the same time because it doesn't seem to be in their API docs.

==Home==
* Added: (case EE-403) qty received and % received columns to the purchase orders list that work similar to the qty available and % available columns in the other document lists, including colors (red: no done, blue: done receiving/100%).
* Added: (case EE-403) done receiving and prices finalized columns to the purchase orders tab, including sum totals in the footer.

==ITMySQLConnection==
* Fixed: a minor issue where, if ca-cert.pem is completely missing, requiring SSL might not throw an error when connecting.

==Login==
* Added: when the user logs out and back in, global settings are now refreshed from the database to avoid situations where they have out of date information until they restart the application.

==Master==
* Changed: suppressed a database error that could be thrown from help->about if the database did not have a version in it.

==Part Configuration==
* Fixed: (EE-416) the inventory options area of inventory types tab now respects the 'can edit inventory types' permission.
* Added: the ability of the user to sort/reorder the Q&A lists is now disabled based on the permission to avoid being able to modify and save sort order.

==Parts==
* Changed: when you create a new part, it no longer runs a query to delete collection records when the "Part is a collection" checkbox is unchecked. This was unnecessary and was causing issues with some database customizations that automatically created collections.
* Added: (EE-269) the parts screen now auto-refreshes to see if the part has been modified since load. Previously, this was only checked when the user hit save and they'd be told that the part had been modified by someone else. Now it is also checked on a timer (customizable in settings) so that the user can know much sooner whether the part has been modified by someone else. The part will be automatically reloaded if no local changes are detected, and the user will be told about the changes explicitly if they have unsaved changes.
* Added: saving a new part starts the auto-refresh timer so that changes from another user will automatically trigger a reload.
* Fixed: a rare crash related to the images dialog.
* Added: (EE-159) the locations list now remembers the user's column order and widths.
* Added: column order/sizing saving to the Q&A page serials and messages lists
* Fixed: the email dialog now only attaches images like the checkboxes say (pdfs/videos are no longer attached, even if they're public). This helps avoid issues with filesize issues.

==Purchase Orders==
* Added: (EE-554) when the user double-clicks the 'cost changed' icon the "Do you want to update replenishment cost" dialog now has another option that is "update cost and recompute inventory prices". If the user clicks that button, not only will the inventory cost or core cost be updated to match the PO price, but also the algorithm for applying default inventory prices using markups/model defaults/settings will be reapplied.
* Fixed: dozens of issues with change detection. Changes to the PO, lineitems, document adjustments, item adjustments, and postings will now correctly trigger change detection.
* Fixed: an issue where only changing gl department on a line would not trigger change detection correctly.
* Added: automatic, timer-based change detection. Now if you have a saved PO loaded, the system will check to see if someone else has changed the document in the background every couple seconds. If a change is detected, it will be automatically reloaded right away. If the user has any local changes, they will be asked if they want to load now or do it later to avoid doing a lot of extra work before saving.
* Performance: made certain operations run less database queries and therefore be faster.
* Removed: a second, redundant check for whether the document has been modified before saving.

==Sales Orders==
* Added: (EE-513) when we retrieve third party tax quotes or register tax invoices, sales order id, sales order line id, and inventory ids will now be send to the API, when the items in question have been saved previously. This allows compatibility with external tax systems that require an ERP document number.
* Fixed: a crash that could occur if a SO had a customerid but it was not valid.
* Fixed: dozens of issues with change detection. Changes to the SO, lineitems, adjustments, and payments will now correctly trigger change detection, but only if there is at least one item on the screen.
* Fixed: temporary recalculation of taxes due to using a tax integration will not trigger change detection.
* Fixed: some unnecessary change detection when loading an unchanged document.
* Fixed: a minor issue where the "Save & Clear" option in the save button would be reloaded between saves, but the button was not being updated to match.
* Added: automatic, timer-based change detection. Now if you have a saved SO loaded, the system will check to see if someone else has changed the document in the background every couple seconds. If a change is detected, it will be automatically reloaded right away. If the user has any local changes, they will be asked if they want to load now or do it later to avoid doing a lot of extra work before saving.
* Performance: made certain operations run less database queries and therefore be faster.
* Removed: a second, redundant check for whether the document has been modified before saving.

==Settings==
* Added: The configure->settings dialog now refreshes global and site level settings when the user visits this page. This should help avoid issues where the user sees 'old' information in this popup that was changed by another user or in the database directly.

==Transaction List==
* Fixed: (EE-639) an issue where the date range dropdown was empty.

==Transfer Orders==
* Added: VOID transfer orders now show a blinking red text in the TO # box like the other document screens.
* Fixed: dozens of issues with change detection. Changes to the TO and lineitems will now correctly trigger change detection.
* Added: automatic, timer-based change detection. Now if you have a saved TO loaded, the system will check to see if someone else has changed the document in the background every couple seconds. If a change is detected, it will be automatically reloaded right away. If the user has any local changes, they will be asked if they want to load now or do it later to avoid doing a lot of extra work before saving.

==Vehicles==
* Changed: (EE-566) the user can no longer create bid fees with no adjustment type selected. The user will be shown an error in such cases.
* Fixed: ITVehicle was saving some DateTime fields as Date in the database, which would lose some precision.
* Added: (EE-269) the vehicles screen now auto-refreshes to see if the vehicle has been modified since load. This timer can be customized in settings. This will make it harder to have a situation where local changes have been made but cannot be saved due to other users' changes.
* Added: saving a new vehicle starts the auto-refresh timer so that changes from another user will automatically trigger a reload.
* Fixed: vehicle 'has changed since load' now checks the vehicle as well as the whole unit record. This solves an issue where purchase orders (Which only modify the whole unit) will cause the vehicle to automatically reload.
* Fixed: the email dialog now only attaches images like the checkboxes say (pdfs/videos are no longer attached, even if they're public). This helps avoid issues with filesize issues.

==Vendor==
* Changed: the recompute inventory prices based on vendor/price class now uses the shared database function for recomputing inventory prices. This gains the process access to all pricing markup methods (not just vendor based) as well as if a company has any customizations to this function.

==Warehouse Management==
* Added: an "Ignore Selected" button that marks all selected variance records as ignored so that they are no longer shown to the user.

==Work Orders==
* Fixed: a crash that could occur when the WO screen failed to create a new invoice for the jobs.
* Fixed: (EE-561) an issue where clicking the button to view/create an invoice from the WO would create a new, empty invoice if all the jobs were on a finalized invoice. Now, if all jobs are on valid, finalized, unvoided invoices, it will no longer create a new invoice.
* Optimized: loading an associated invoice from a WO is now faster if there are no new jobs to send to open invoices.
* Added: automatic, timer-based change detection. Now if you have a saved SO loaded, the system will check to see if someone else has changed the document in the background every couple seconds. If a change is detected, it will be automatically reloaded right away. If the user has any local changes, they will be asked if they want to load now or do it later to avoid doing a lot of extra work before saving.

==Reports==
REVISION 24243-24436

===Aging (Aging.rpt)===
* Added: (case EE-410) the ability to filter and sort by >30 day amount

===Billing Statement (Billing.rpt)===
* Fixed: (case EE-537) row duplication issue with Finance Charges

===Database Change Log (DatabaseChangeLog.rpt)===
* Added: (case EE-535) a column for row id and a userstore parameter
* Changed: (case EE-535) the report to Landscape
* Fixed: (case EE-535) the row duplication issue on the new join to the userstore table

===Dismantled Vehicle Remaining (DismantledVehicleRemaining.rpt)===
* Added: (case EE-540) a new report to show dismantled vehicles with remaining cost and/or parts

===Label (Label.rpt)===
* Changed: (case EE-551) a new parameter allowing the option to show retail price

===Labels 5260 (Label5160.rpt)===
* Changed: (case EE-551) a new parameter allowing the option to show retail price

===Sales By Customer Type (SalesByCustomerType.rpt)===
* Changed: (case CS-1576) improved report aesthetics, and added subtotal adjustments, which were previously absent

===Sales GL Entry Verification By Invoice (SalesGLEntryVerificationByInvoice.rpt)===
* Added: (case EE-464) a column for customer

===Sales Order (SalesOrder11in.rpt)===
* Fixed: (case EE-600) customer unit showing up multiple times if the associated job is on multiple SOs
* Added: (case EE-640) Date line next to signature. Labels for both lines have been moved below, lighter.

===Tag (Tag.rpt)===
* Changed: (case EE-551) a new parameter allowing the option to show retail price

===Time Clock Log (TimeClockLog.rpt)===
* Fixed: (case EE-590) hours not showing up
* Added: (case EE-590) activity type parameter, footers notes indicating presence of ACTIVE entries, entries with IN/OUT falling outside the report date range, and report end date in the future

ITrack/Enterprise/Changelog Version 38

2024-07-11T17:48:47Z

Nenjin: /* Customer List */

Revision 24037-24206 database version 3800
==General==
* Added: (case FB-55284) support for copy and paste right click options in all list controls. Copy is always allowed, paste is only allowed if the user right clicks on a cell that they can edit.
* Changed: all usage of libcURL from version 7.61.1 to 7.88.1. This update allows all of our HTTPS operations (including connecting to the auto-updater) to support TLS 1.3.
* Changed: all usage of libMySQL from version 6.1.11 to 8.0.27. This update allows connection to the newest versions of MySQL server, as well as supporting TLS 1.3.
* Changed: all usage of openSSL from version 1.0.2 to 1.1.1w. This is used both by the new version of libcURL as well as the new version of libMySQL to handle newer security.
* Changed: all usage of zlib 1.2 to 1.3. This handles compression in mysql and libcURL.
* Fixed: many queries have been updated to escape certain column names that will cause issues when using MySQL 8.

==Database==
* Removed: an unused field from the job template table to avoid confusion.
* Changed: (Case FB-26062) if the document type is Manual Inventory Adjustment, allow non-deplete inventory to change their quantity. Otherwise the locations and the QoH get out of sync and the user can't change quantity on the parts screen for non-deplete parts.
* Added: f_purchaseorder_total function so that its easier to grab PO totals when displaying them.
* Added: (case FB-9678) foreign keys to all non-log tables that have a glcategoryid column. This way, if a gl category gets deleted in any way, all 'invalid' values will be set to NULL, preventing invalid gl categories from messing up accounting exports.
* Added: EE-306: PO and SO Adjustment descriptions as display fields in Transaction List
* Fixed: (issue CS-290) added an index to the salesorderline table to make lookups from eBay that want to check if an auction "needs invoiced" fast.
* Fixed: (issue EE-397) missing permissions on customer databases
* Added: EE-445: Add Vehicle Bid Vendor, Vehicle Bid Amount filters to the Transaction List for the Vehicle Source
* Fixed: some historical updates have been made MySQL 8.0 compatible.
* Fixed: several stored procedures and functions have been modified to be MySQL 8.0 compatible.
* Fixed: (CS-1299) an issue where a customer could get a divide by zero error in some corner cases when order routing non-depletable items
* Hidden: setting that is FPG related since it is no longer used.
* Removed: several permissions that were FPG related since they are no longer used.
* Added: several foreign keys to the userpermission table.
* Removed: a ROW_FORMAT value on a table that could prevent conversion to mysql 8.0.
* Removed: an unused setting that was renamed several versions ago, it should be safe to delete now.
* Added: audit logging to the important purchase order and transfer order tables. This will assist in debugging any issues users have with changes to purchase or transfer orders.
* Fixed: a minor issue in the update script where a comment was being run as a query.

==Accounting==
* Fixed: an issue where the 'export to sage50' button wasn't working correctly if the current filter's date range was unbounded. Now, all visible data will be exported correctly. Added better feedback in the popups to tell the user how many file(s) were created.
* Fixed: an issue where tabbing off of some of the buttons might cause a screen refresh unnecessarily.

==Customer List==
* Fixed: an issue where the assess finance charges dialog would not limit the invoice results to the selected terms.
* Fixed: a memory leak when loading invoices, which could lead to slowdowns over time.
* Changed: the assess finance charges dialog now uses a shared due date calculation system used by reporting.

==Deliveries==
* Fixed: an issue where the deliveries screen could crash the application if the user clicked into the truck dropdown on the run sheets list.

==eBay==
* Changed: the 'connect ITrack to ebay' button now always opens in an external browser due to deficiencies in IE.

==Home==
* Added: (case FB-44090) the purchase orders list now has a total column, with a sum at the bottom.

==ITMySQLConnection==
* Changed: minor updates to avoid features being deprecated by MySQL.
* Changed: previously, if "usessl" in the configuration was set to False, the connection would stay in "SSL Preferred" mode, which would still attempt to negotiate an SSL connection, if possible, falling back on unencrypted connections. Now, if usessl is off, the connection will not even attempt to establish a secure connection.

==Locations==
* Fixed: (FB-22777) if the user gets a query error due to too long of a location during save, they will now see a user friendly error message.
* Added: (FB-22777) before attempting to save, the location system will now compute the full location string for each item in the tree. If this value is too long to save, the user will be shown an error message telling them which location(s) need modified and save will be aborted.
* Added: full locations are computed and set before save, making save operations faster.

==Login==
* Changed: user creation now allows user names up to 320 characters in length to facilitate logging in using email addresses, which can be quite long.
* Changed: new users in the Pending Activation stage now default to a password encoding of PBKDF2 to avoid the (soon to be deprecated) MySQL Password option.
* Fixed: (EE-463) a typo in a 'first time user signup' popup.
* Removed: support for old, insecure password encoding methodology that we have been moving away from for many years. Updating to support MySQL 8 require dropping support for this insecure password methodology.
* Added: if a user attempts to log in to the application using the deprecated password encoding methodology, they will be shown an error message telling them that they cannot log in this way anymore and must now perform a password reset or contact someone who can reset their password.

==Sales Orders==
* Changed: the document terms dropdown has been moved into the 'payment' area.
* Fixed: an issue where the 'expiration date' label might not correctly disappear when the date picker was hidden.
* Added: a new field "Payment Due Date" which is calculated based on the currently selected terms and the current document date. This should match any due date shown in the Assess finance charges dialog and reports. If no terms are selected, payment is due on the document date.
* Added: (case FB-35782) there is now an attention icon in the sales order list that shows up if the item is a return. Hovering over this icon will tell the user what document is being returned, and doubleclicking the icon will open that document on the screen.
* Added: (case EE-274) support for sending weight, weight unit, shipping dimensions, and shipping dimension units from a quote/invoice to the shipping quote web page.
* Changed: minor adjustments to default column widths to make the experience better for new accounts.
* Changed: (FB-7062) if a loaded customer has $0 pricing, it will correctly set items' prices to $0. Previously, $0 customer prices were ignored, and the previous value would be kept.
* Fixed: a minor bug where inherent core charges on items sold on ebay would show the attention icon for "not enough quantity to fulfill auctions"
* Fixed: an issue where the user could edit the controls on the e-commerce tab, though those values wouldn't save. Now they are read-only
* Added: (EE-458) support for a new web sale origin field from e-commerce partners so that a salesman can know what online partner spawned the document. If it is not filled out, it will fall back what website the record came from.
* Removed: support for FPG shipping, as they have disabled their API cutting off the integration. Sadly this means that support for FPG has had to be removed.

==Search==
* Fixed: increased the very small default values of the sidebar widths to make the experience better for new accounts.

==Shipping Integrations==
* Changed: the code that gets the company login token is now shared between EE and Pro. So now both products should correctly set an 'initial' SAV token in settings if one is not found. An override set in settings will override this functionality.
* Removed: support for FPG shipping, as they have disabled their API cutting off the integration. Sadly this means that support for FPG has had to be removed.

==Vehicles==
* Fixed: (issue CS-726) where loading a vehicle might set the model to blank instead of loading the correct vehicle model, but only if a model existed with a blank name.
* Fixed a minor incorrect phrasing in a popup after a VIN decode where a model issue would actually be labelled a make issue.
* Fixed: a minor issue where vehicle teardown lists would not load if the vehicle whole unit (inventory) record had been set to status D or C. Component parts that are C/D are still hidden from a teardown, but if the whole unit itself is status C, the teardown will now show up.

==Vendor==
* Added: the gl category field is now bolded if the field is required to save, matching other screens with required fields.
* Added: the gl category field is no longer a required field if gl accounting is turned off.
* Added: a new setting "Default vendor GL category", Default: "New Parts" which controls the default gl category for newly created vendors.
* Fixed: an issue where vendors with no GL category saved might show one on load.

==Warehouse Management==
* Fixed: (case 61559) an issue where 'In Transit' serials didn't correctly show as 'on hand' in the store like they do on the parts screen.
* Fixed: (case FB-11427) non-countable locations were showing in the dropdown for locations to do a manual count at. They are now excluded.

==Work Orders==
* Fixed: an issue where creating a 'new' serial on a WO master part would not correctly load the serial 'defaults' from the part if it was the first serial on the SKU.
* Fixed: an issue where manufacturer/model specific Q&A options would not show on 'new' serials on the WO master part until the user saved and reloaded the WO. Now they'll show up immediately.

==Reports==

===Billing Statement (Billing.rpt)===
* Fixed: (case EE-219) OIA subreport for the corner case where payment customerid does not match SO customerid

===Parts Change Log (ChangeLog.rpt)===
* Added: (case 59446) a new report showing changes made to parts and the user who made the change

===External Work Order (WorkOrderExternal.rpt)===
* Added: (case 61722) memo and a new store setting for memo
* Added: (case 61722) a new store setting for using html markup on memo
* Added: (case 61722) signature lines and a new store setting for whether or not to include new signature lines

===Inventory Count Sheet - LXW (InventoryCountSheetLXW.rpt)===
* Fixed: (case EE-161) Updated query to make the report match the screen. In-transit serials are treated consistently between the screen and report.

===Labor Log By Employee (LaborLogByEmployee.rpt)===
* Fixed: (case FB-61587) row duplication possibility on getting user group and work order master parts
* Fixed: (case FB-61587) user filter
* Added: (case EE-312) additional summary options

===Sales By City And Customer (SalesByCityAndCustomer.rpt)===
* Removed: (case 61678) deprecated the report, functionality has been absorbed by Sales By State report

===Sales By County City And Customer (SalesByCountyCityCustomer.rpt)===
* Removed: (case 61678) deprecated the report, functionality has been absorbed by Sales By State report

===Sales By State (SalesByState.rpt)===
* Added: (case 61678) a state filter
* Added: (case 61678) the ability to group by State, State & City, or State & County

===Sales Order (SalesOrder11in.rpt)===
* Changed: (case EE-187) number format conditionals on quantities to allow for more digits. Decimals will no longer show when there aren't partial quantities present.
* Added: (case EE-235) a new setting to show completed job tasks on job lines
* Fixed: (case EE-219) payments, etc subreport for the corner case where payment customerid does not match SO customerid
* Added: (case EE-457) French mode will now display "Facture" instead of "Invoice" and "Internet Sale" unless disabled by setting. Only these two salesorderdocumenttypes are affected.

===Sales Order Returns (SalesOrderReturn.rpt)===
* Added: (case EE-165) the ability to toggle how store filtering is handled
* Changed: (case EE-165) minor report overhaul and cleanup

===Pick List (PickList.rpt)===
* Added: (case FB-61616) store location sorting when needed

===Unbalanced Sales Orders (UnpaidSalesOrders.rpt)===
* Fixed: (case EE-162) balance issues in corner cases where payment document has a different customerid than the associated SO
* Changed: (case EE-162) aesthetic improvements

===Work Order Tag (WorkOrderTag.rpt)===
* Changed: (case FB-61681) major report overhaul to look better, not have fields that could vertically stretch the report beyond the size of a tag, and work with work order master parts when desired in addition to customer units

=V38.1.0 (1/15/2024)=
==Sales Orders==
* Added: (EE-513) when we retrieve third part tax quotes or register tax invoices, sales order id, sales order line id, and inventory ids will now be send to the API, when the items in question have been saved previously. This allows compatibility with external tax systems that require an ERP document number.

==Work Orders==
* Added: third party tax quotes updated to match the changes to the SOs screen.

=V38.1.1 (1/15/2024)=
==Shared Controls==
* Fixed: a potential crash that could occur when modifying visibility of a button.
* Added: support for easily toggling sorting and/or drag and drop on and off on a list control since in some places, sort order can be saved, and therefore must be disabled when the list is read only.

==Part Configuration==
* Fixed: (EE-416) the inventory options area of inventory types tab now respects the 'can edit inventory types' permission.
* Added: the ability of the user to sort/reorder the Q&A lists is now disabled based on the permission to avoid being able to modify and save sort order.

=V38.1.2 (1/24/2024)=
==Customer==
* Fixed: (EE-237) a subtle and rare bug that could cause the invoices/payments tree control with a footer to sometimes be shorter than it was supposed to be on the sales tab.

=v38.2.0 (3/25/2024)=
==eBay==
* Added: eBay 'transactions' now retrieve 'order status' from the API. This allows display of Cancelled or in the progress of being cancelled as a status.
* Added: the transactions list now shows status in red if the transaction has been cancelled so that the user knows why it doesn't need to be invoiced.
* Added: the transactions list now shows the items with different background colors based on status, similar to the auction list.
* Added: the transactions list now shows the document # field in Green if it has not been invoiced yet, but the purchase is completed.
* Changed: loading auctions now considers ebay transactions that are Complete or Completed only when counting how many have to be invoiced. This will exclude items that are cancelled, in progress, or being cancelled.

=v38.3.0 (4/8/2024)=
==Customer==
===Edit Service Units===
* Added: auto-complete to type, manufacturer, and model dropdowns
* Added: icons to the buttons, moved them to the bottom like other popups
* Added: close button [x] to the title bar.
* Added: icon to the popup title bar.
* Changed: unit number now shows "N/A" for an unsaved new unit instead of "-1"
* Added: entering 2 digits in the year field now expands it to 4 digits like other year fields.
* Fixed: an issue where saving a customer unit with more than 20 characters in the manufacturer/make, model, or unit number would get cut off.
* Fixed: an issue where the manufacturer/model and make/model lists were not taking modern model features into account. Namely, if a vehicle or inventory type had a different type set up as the 'model list' this is now respected.

Consolidated customizations

2024-05-06T19:04:38Z

Nenjin: Nenjin moved page Consolidated customizations to Internal:Consolidated Database Customizations

#REDIRECT [[Internal:Consolidated Database Customizations]]

ISoft Data Systems

2024-04-29T20:52:47Z

Nenjin: /* Tech Support */

ISoft Data Systems is a software development company in Lincoln, Nebraska. They specialize in custom web development and business management solutions for the recycling and salvage industries.

[[Image:Turbine Flats from south side small.jpg|frame|ISoft Data Systems is located in the Turbine Flats Building.]]

== Address ==
2124 Y Street Flat 110 
Lincoln, NE 68503

==Chat==
(8:30am - 5:00pm [http://en.wikipedia.org/wiki/Central_Time_Zone_(North_America) Central]) Call or email us and we will help you set up a chat account so you can easily contact us whenever you like!

==Email==
* General ITrack Support: [mailto:support@isoftdata.com?Subject=ITrack%20Support%20Question support@isoftdata.com]
* ITrack Enterprise Support: [mailto:enterprise@isoftdata.com?Subject=ITrack%20Enterprise%20Support%20Question enterprise@isoftdata.com] OR [mailto:support_enterprise@isoftdata.com?Subject=ITrack%20Enterprise%20Support%20Question support_enterprise.isoftdata.com]
* HeavyTruckParts.net Support: [mailto:support@heavytruckparts.net?Subject=Heavy%20Truck%20Parts%20Support%20Question support@heavytruckparts.net]

==Phone Numbers==
* ITrack Support Toll Free Number: 800-929-1829 (8:30am - 5:00pm Central)
* Presage Support Toll Free Number: 800-309-1704 (8:30am - 5:00pm Central)
* Main ISoft Nebraska Number: 402-435-3850 (8:30am - 5:00pm Central)
* ISoft Fax Number: 402-435-7076

==Departments==
Those numbers there are our extension numbers!

===Tech Support===
<h1> 
* '''Extension 3 - All Support'''
 </h1>

*Seth Witfoth - 129
*Holly Heffelbower - 121
*Gibran Hagermoster - 122
*James Woody - 130
*Alex Jones - 131

===Sales===
* '''103 - Sales team'''
* 106 - [[Emily Epperson]]

=== Management ===
* 100 - [[Emily Moore]]
* 111 - [[Tony Merritt]]
* 301 - [[Matthew Wegener]]

=== Application Development ===
* 105 - [[Dillon Sadofsky]]
* 102 - [[Dayton Lowell]]

=== Web Development ===
* '''202 - All web development'''
** 112 - [[Andrew Johnson]]
** 113 - [[Brian Roy]]

=== Reports ===
* 118 - [[Jordan Bonge]]

=== Misc ===
* 108 - [[Mark Hardisty]]

===Presage===
* 119 - [[Gwyn Evans]]

== See also ==
[[:Category:ISoft Employees|ISoft Employees]]

ITrack/Pro/UPS and FedEx Integration

2024-04-25T19:30:36Z

Nenjin:

==How It All Works==
#There are two views in the itrackpro database: v_invoice_shipping_address and v_quote_shipping_address.(Already exists as they went out on the AU)
#MySQL users(ups and fedex) exist that only have access to that view.(For self-hosted customers, this already exists as they went out on the AU. For hosted customers, talk to Brian and have him create a UPS user specifically for their DB)
#A ODBC data source is configured using the ups or fedex account.
#UPS Worldship or FedEx is configured to access shipping information for customers via the ODBC data source and fields are mapped in UPS Worldship or FedEx.
#Via some option in the menu, the user of Worldship or FedEx can enter in the invoice # or quote #(depending on which they are using) and it will automatically fill out the correct fields in Worldship/FedEx so the user doesn't have to manually enter it.

For any other shipping application to use this functionality it would need to support ODBC data sources.

Details below.

==Contact UPS or FedEx==
===UPS===
If a user requests UPS integration you will most likely need to contact this UPS rep to setup things on the UPS Worldship side: 
 
Paul Walker 
UPS Customer Solutions 
Solutions Engagement Supervisor 
Telephone (904)994-2971 
pwalker at ups dot com
===FedEx===
If a user requests FedEx integration you will most likely need to contact this FedEx rep to setup things on the FedEx side: 
 
Brian 
(850)210-2182

==Using Quote Number==
This has been rolled out on the AU so everyone should already have this view:
<source lang="mysql">
DROP VIEW IF EXISTS `v_quote_shipping_address`;

CREATE VIEW `v_quote_shipping_address` AS
(
SELECT `quote`.`invoicenum` AS `OrderNumber`,
IF(`quote`.`shipcompany` = '', `quote`.`shipname`, `quote`.`shipcompany`) AS `Name`,
IF(`quote`.`shipcompany` = '', '', `quote`.`shipname`) AS `Attn`,
`quote`.`shipstreet` AS `Address`,
`quote`.`shipmailing` AS `Address2`,
`quote`.`shipcity` AS `City`,
`quote`.`shipstate` AS `State`,
`quote`.`shipzip` AS `PostalCode`,
`quote`.`shipphone` AS `PhoneNumber`,
`customer`.`email` AS `Email`
FROM `quote`
JOIN `customer`
ON `quote`.`customernum` = `customer`.`customernum`
WHERE `quote`.`document` != 'VOID'
)
;
</source>

==Using Invoice Number==
Some users may want the integration to use the invoice number. If so, they will no longer be able to use the quote number from within UPS/FedEx.
<source lang="mysql">
DROP VIEW IF EXISTS `v_invoice_shipping_address`;

CREATE VIEW `v_invoice_shipping_address` AS
(
SELECT `invoice`.`invoicenum` AS OrderNumber,
IF(`invoice`.`shipcompany` = '', `invoice`.`shipname`, `invoice`.`shipcompany`) AS `Name`,
IF(`invoice`.`shipcompany` = '', '', `invoice`.`shipname`) AS `Attn`,
`invoice`.`shipstreet` AS Address,
`invoice`.`shipmailing` AS Address2,
`invoice`.`shipcity` AS City,
`invoice`.`shipstate` AS State,
`invoice`.`shipzip` AS PostalCode,
`invoice`.`shipphone` AS PhoneNumber,
`customer`.`email` AS Email,
`invoice`.`trackingnum` AS TrackingNumber,
`invoice`.`shipdate` AS ShipDate
FROM `invoice`
JOIN `customer`
ON `invoice`.`customernum` = `customer`.`customernum`
WHERE document = 'Invoice'
)
;
</source>

==Using It==
===In UPS Worldship===
[[Image:UPSWorldshipImportExportMenu.png|UPS Worldship Import/Export Menu]]
[[Image:UPSCreateMap.png|UPS Map Creation]]
[[Image:UPSFieldMapping.png|UPS Field Mapping]]
[[Image:UPSKeyedImport.png|UPS Keyed Import Menu]]

===Problems setting up Worldship===
If you've created the ITrack Import Map, and attempt to key in a Salesorder or Invoice # and get this error returned:

[[Image:worldship_error.png|Prepared Statements Error]]

Then you need to open the ODBC Profile that the ITrack Import map is utilizing, open the advanced settings at the bottom, go to the Misc section and check "Prepare Statements on the client."

[[Image:odbc_config.png|ODBC Config Panel for Prepared Statements]]

Make sure to restart UPS Worldship before you attempt to key in another Sales Order.

===For Hosted Customers===

A user permissioned to the view will need to be created for the integration to work right.

===In FedEx===
I'd love to know.

[[Category:Integrations]]