ITrack/Enterprise/Changelog Version 29

Appraisal Extension

• Fixed: the query that performs the appraisal will now correctly report any errors it receives instead of throwing them away.
• Added: the 'choose appraisal source' popup now automatically sets the user's focus into the list control and hitting enter will select that item. This makes selecting an item with the arrows and hitting enter without using the mouse much easier.

Core Management

• Fixed: (customer cores) the reject/return buttons are now correctly grayed out until an item is selected.
• Fixed: (customer cores) all filters now clear correctly when the user hits clear.
• Fixed: (customer cores) the "only expired" checkbox is now usable and correctly filters cores.
• Added: (customer cores) the "automatic refresh" checkbox is now remembered for the current user.
• Added: new tab, vendor cores, which gives an interactive report of all unreturned core exchanges owed to vendors. This tab has been designed to work very similarly to the outstanding customer cores tab.

Crystal Reports

• Changed: (case 40474) the 'choose which report to print' popup no longer has an orientation column, as it confused some users. Also, the 'default' checkbox column has been moved to the right so as to avoid confusion between this marking an item as a default print option and selecting the item to print this time. Also, changing whether a report is a default now immediately resorts the report list. This should make the function of favorite reports more obvious to the user.

Customer

• Changed: the pricing tab now has a layout more similar to other areas of the software (add/edit/remove buttons at the bottom). Also, the labels for the different kinds of special pricing have been changed to make them clearer.
• Changed: there is no longer an item lookup and description fields. Now, to add parts the user can click an add button at the bottom, which will take them to search to find item(s) to price. This makes pricing duplicate items or large numbers of items at the same time easier.
• Added: the add contract pricing button now shows the user's current 'lookup part' hotkey on the button to help them understand they can use this popup to quickly add a single part to contract pricing.
• Changed: (case 40879) to allow the user to add a new contract to an item with a previous contract, the user is now shown a popup that says the current item is already contracted to the customer. They're allowed to choose between editing the existing contract or adding a new one.
• Added: to avoid duplicate contract errors, the save operation now checks to make sure there are not two contracts for the same part ending on the same date.
• Fixed: if there is an error while saving contracts, that will now halt the save operation.
• Fixed: if no item is selected, the edit/remove contract buttons are now greyed.
• Changed: per user request, double-clicking contract prices now opens the part on the parts screen instead of editing the contract pricing. A quick key has been added to the edit button for easier keyboard usage.
• Added: expired contracts now show with a grey background. Also, the end date is now colored based on whether it is in the past, expires today, or is in the future. Because of this, color alternation has been removed from these lists to avoid confusion.
• Changed: more important columns in the pricing lists are now bolded.
• Fixed: a customer without permission to edit the pricing tab can still check and uncheck the 'show expired' checkbox now.

Customer Contact

• Fixed: the from/to date range on the customer page now has 'none' check boxes so that the user can choose not to have a from or to end date. The date range dropdown is no longer free-type.
• Fixed: the from/to date range on the home page now has 'none' check boxes so that the user can choose not to have a from or to end date. The date range dropdown is no longer free-type.
• Added: (case 40437) 'In Person', 'Text', and 'Social Media' as contact options as per user request. New touchpoints now default to "Phone".
• Fixed: changing date dropdown/date pickers should now correctly change the results in real time. This was broken before.
• Changed: customer contact home page results now properly align their data.
• Fixed: customer contact home page now displays created date correctly, and all date columns sort correctly now.
• Fixed: column order and widths now save and restore correctly on all customer contact pages.
• Fixed: clicking in cells in the customer contact home page will no longer show date picker controls since the rows are readonly.
• Added: double-clicking a ticket or touchpoint on the customer screen's customer contact area will now allow the user to edit an existing touchpoint. Previously, this was not possible.
• Fixed: editing an existing touch point will not move its 'date entered' forward.
• Fixed: "Last Message" column on all customer contact areas now correctly displays the most recent touchpoint for the ticket.
• Added: tooltips for all customer contact list control columns.
• Fixed: proper list control alignment, sorting, and column widths for the customer screen page.
• Fixed: the page now resizes correctly so that the buttons can be easily read on the customer screen page.
• Fixed: previously, the home screen page would always color the items red. Now, items that are past due are a dark red, items due 'today' are dark blue, and all others are black.
• Fixed: label in the 'edit correspondence' popup to no longer use the term 'ticket'.
• Added: priority dropdown in 'edit correspondence'.
• Removed: references to an used 'close ticket' entry type.
• Changed: closed correspondences are now shown in a medium grey background.
• Changed: due date column is now bright red or blue depending on due date (instead of the entire row).
• Added: double-clicking a correspondence on the customer screen now always pops up the edit dialog, even if no touchpoint is selected.
• Added: 'created by' and 'days ago' columns in the touchpoint list on the customer screen.
• Changed: columns in the CRM area renamed for more clarity.
• Changed: add new touchpoint button now has a 'new' icon instead of an edit icon.
• Fixed: possible crash when editing a touchpoint.

Database

• Added: a transaction list join reference that may have been missing on some databases.
• Added: Case 40637: Add Inventory Location filter to Transaction List for the Inventory Source
• Fixed: Case: 40639 Delete and Re-release Inventory Store Filter & Inventory Store Join in the Transaction List for the Inventory Source
• Added: lineitem default description template has been moved from store setting to global setting.
• Added: purchaseorderline.corestatus, similar to other document screens. Currently, this is useful for keeping track of whether core returns have been discarded/ignored/rejected.
• Changed: f_quantityreturnedtovendor now looks at quantityreceived on return POs instead of quantity (order quantity) for documents that are done receiving. This will mean that unreturned items on documents will 'release' if the PO is marked as done receiving.
• Added: new permissions for the vendor cores tab.
• Added: (case 40162) two new eBay shipping method options: fed ex home delivery and flat rate freight.
• Added: foreign keys to the inventoryvariance table so that lost/found inventory adjustments will automatically go away if the user deletes an inventory record or a serial that has been lost or found.
• Changed: the speed index on the inventoryvariance has been rearranged to more easily allow joining to inventory.
• Fixed: (case 42224) an issue where right click graphing (and vehicle break even graphs) would not render correctly (sometimes) due to a race condition introduced by google into their charts.
• Removed: (Case 42306) deleted a setting that is no longer checked (since 2017) regarding taxes on exchange items.

eBay

• Fixed: a memory leak that would occur each time an invoice was saved.

Home

• Added: an ini setting [general]->use_custom_home_page. It defaults to false, but if its True, then the global setting for the URL of the home screen web interface can be overridden. In this way, [general]->custom_home_url can be filled out to override the home page website for a specifc machine.

Parts

• Changed: (case 40894) the temporary table that is built to store part transaction history now uses the InnoDB storage engine to avoid issues where items with large amounts of history won't throw an error encountering the default MySQL maximum temp table size of 48MB.

Purchase Orders

• Changed: default lineitem description is now global instead of store-based. Also, the default description now involves vehicle VIN (as it is required in many states) and the side has been moved near part type (if a side is present).

Sales Orders

• Changed: default lineitem description is now global instead of store-based. Also, the default description now involves vehicle VIN (as it is required in many states) and the side has been moved near part type (if a side is present).
• Fixed: an issue where saving/printing a closed quote document might incorrectly pop up a "do you want to mark this as a lost sale instead?" question.
• Added: support for store.* tokens to be referenced inside the default description. This will be the inventory store information for the current item.
• Removed: (case 41149) by user request, hitting 'email SO to salesperson' used to send an email (by default) to both the customer salesperson, and the salesperson assigned to the sales region the customer falls in. The second part (a feature from 2008) has been removed, so now only the current salesperson is used by default (no sales region).

Search

• Fixed: (case 42326) an issue where hitting enter to perform a part search after choosing a model from the dropdown could cause a scenario where the user would be prompted to choose an interchange # multiple times in a row, and the search results would become duplicated (only possible at yards with interchange).
• Added: by user request, the alternate parts info pane on search now shows alternate parts through the inventory lookups entered on the parts screen (supersession, alternate parts). Also, the alternate part rows now show the tag # of the item and a reason for the alternate part row showing up.

Vehicles

• Added: (case 39177) if the user saves a whole unit on the vehicles screen that has been transferred between stores, all those changes will apply to that vehicle record at all stores (except store-specific things like quantity, status, and average cost). This should avoid any issues where status T versions of a vehicle at another store have 'out of date' information on them.
• Changed: loading a vehicle doesn't automatically send the user back to the first tab. This makes arrowing through vehicles while viewing a breakeven graph easier.

Vendor

• Fixed: (case 40800) an issue where modifying an existing vendor message and saving would not correctly save the message.

Work Orders

• Changed: default lineitem description is now global instead of store-based. Also, the default description now involves vehicle VIN (as it is required in many states) and the side has been moved near part type (if a side is present).

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)".

Reports

Sales By Customer (SalesByCustomer.rpt)

• Added: (case 40509) customer phone number

Sales By Tax Item (SalesByTaxItem.rpt)

• Changed: (case 40484) standardized date format

External Work Order (WorkOrderExternal.rpt)

• Added: (case 40357) customizable background text for estimates, based on a store level setting.
• Added: (case 40357) set size limitations on background text
• Fixed: (case 40965) when "show tag number instead of description on jobs" = False and "use table layout for job line detail" = True, partnumber and serial were showing instead of description as if "show tag number" were true.