ITrack/Enterprise/Changelog Version 37

Revision 23886-24037 database version 3700

Installer

• Changed: the ODBC driver now uses the unicode version instead of ANSI.

e-commerce

• Fixed: an issue where remote purchases that need inherent core lines were not correctly creating the inherent core line and were throwing an error.

Configure Shipping Integrations

• Added: a product specific permission is now checked as part of seeing if the user can edit values on the shipping integration page.

CreditCardProcessing

• Fixed: (case 60966) an issue where trailing spaces in a customer zip code might cause the PAX S300 credit card terminal to throw an error.

Customer

• Added: (case 57533) per user request, invoice truck # is now displayed on document history on the customer screen.
• Fixed: an issue where, for the last couple versions, new customers were not correctly being given a valid set of invoice terms from the list of available options.
• Fixed: an issue where, when creating a new customer, if the user did not go to the payments tab, the checks that ensured a valid set of invoice terms or payment method would not be validated. Now they are tested whether the user goes to that tab or not.
• Added: (case 58333) there is now a store level setting "Customer"->"Payments page: default invoice terms for new customers" which controls the automatically selected invoice terms for a new customer account. Previously, the first non-blank option would be automatically chosen. This setting defaults to nothing, keeping previous behavior where the first set of valid terms were auto-assigned to new customers.

Database

• Added: (Case 60324) Add Alternate Part Number to Transaction List for the Inventory Source
• Added: (Cases 57741/58920 and 57739) Add a store selector to all dashboard reports and charts, and fix the queries of all charts to reference v_invoice instead of specific sales order document id
• Fixed: an issue where finalizing an inventory adjustment SO would mark serials as Lost, but reopening a SO with Lost serials didn't make them available again. Now it does.
• Added: (Case 60348) Add Status H and C to Status Filter in Transaction List for the Inventory Source
• Added: as per a suggestion by a user, we now log changes to the setting table as well as the setting values for global and store level settings (not user level settings). This gives power users the ability to track why important settings have changed over time.
• Changed: (case 60632) reportsubscription and reportsubscriptionparameter tables to be able to handle a scheduled report that will run a query and either email or save it to a directory.
• Changed: reportqueue and reportqueueparameter tables now have a sourcetype and sourcequery columns to handle distinguishing between reports that just run a query and send a CSV or those that run a crystal report and send a PDF. All existing entries with a destinationtype of CSV have been converted to sourcetype Query and have had their query value moved from the reportqueueparameter table to the reportqueue.sourcequery field.
• Changed: the event e_schedule_reports that generates reportqueue records from reportsubscription records now knows how to handle the new sourcetype field. Error handling is now specific to the sourcetype.

Integrations

• Added: if a tax jar request fails due to an HTTP connectivity error, that error will be shown. Before, an empty error was displayed.
• Fixed: an issue where the API POST requests would not follow 301/302/303 redirects. Now they will.

Inventory Overview

• Changed: (case 60710) switching the "load informational stock levels" setting's default from False to True, since users who had it off complained about wanting the information that it provides. My guess is this is now a useless feature and should be removed to simplify things.

ITMySQLConnection

• Fixed: (case 53807) an issue where, if a mysql connection was closed due to inactivity or server shutdown, the connection would silently auto-reconnect, but the first query run on the fresh connection would return no results.

Master

• Fixed: an issue where the logout vs close value wasn't being sent correctly. This was causing weird popups in some screens.

Parts

• Changed: the 'created on' and 'last used on' columns in the serial # list will now always show "Sales/Work/Transfer/Purchase Order" instead of "Sales/Work/Transfer/Purchase Order Line"

Part Configuration

• Fixed: (case 60924) an issue where entering multiple 'new' part types at the same time would erroneously claim that two or more part types shared the type # of 0.
• Fixed: (case 60924) an issue where duplicate part type names would not correctly be shown to the user as an issue. Now they will see a popup telling them that every part type must have a unique name.
• Fixed: (case 60924) a rare crash that could occur when creating a part type with a manually entered part type # that matches an existing part type, then deleting it before save.

Purchase Orders

• Changed: the 'source' column in the 'choose serial' popup now displays more compact source document information.
• Changed: the edit item dialog has been widened to make it easier to see all information about a serial.

Sales Orders

• Fixed: (case 60089) an issue where the popup that would tell the user "this item is on an ebay auction, do you want to remove that listing" would not correctly cancel the save operation if the user didn't have permission to cancel ebay auctions and/or if the ebay API call failed.
• Fixed: (case 60089) an issue where choosing "remove items from document" in the "item is on an ebay auction" popup would remove the items temporarily but they would not be saved.
• Changed: serials created from/used on a sales order document now save their 'source' and 'used on' document type as Sales Order Line instead of Sales Order. This is to match all the other documents that support serials.
• Changed: the 'source' column in the 'choose serial' popup now displays more compact source document information.
• Changed: the edit item dialog has been widened to make it easier to see all information about a serial and its Q&A.

Transaction List

• Fixed: an issue where choice dropdown filters would not let the user type in a 'new' value, including wildcards.

Vehicles

• Added: (case 59678) two new settings that control how vehicles are cloned via the "Copy Veh" button. The first setting "Vehicles"->"Copy Settings: copy vehicle bids when copying vehicle" (default: False) controls whether bids get copied to the new vehicle. The other setting, "Vehicles"->"Copy Settings: copy vehicle teardown when copying vehicle" (default: True) controls whether to copy the teardown and its items as a default template to the new vehicle.

Work Orders

• Fixed: a minor issue on save, where a WO with no jobs might not validate save correctly.

EE Reports Change log version 37 REVISION 23821-24048

Reports

Inventory Count Sheet - LXW (InventoryCountSheetLXW.rpt)

• Fixed: (case 61378) an grouping issue where rows would not display correctly when the last item from one location was the same as the first item from the next location.

Packing Slip (PackingSlip.rpt)

• Fixed: (case 58639) salesorderdocument specific memos
• Changed: (case 59157) modified a new version of PackingSlip.rpt from revision 23876 of SalesOrder11in.rpt by removing prices and making minor adjustments. This should happen periodically.

Sales Order (SalesOrder11in.rpt)

• Added: (case 58640) new setting to label partnumber serials
• Added: (case 58390) a setting to include expirations when applicable
• Fixed: (case 59406) expired tax exemption IDs appearing on SOs while non-expired exemption IDs with an expiration date did not
• Changed: (case 59483) header option optimization
• Fixed: (case 59658) alternate line shading was always on and did not respect the new setting

V37.0.1 (12/5/2023)

Vehicles

• Fixed: (EE-484) an issue where vehicles that were imported into the system as status C or D would not show its teardown any more. Now, a teardown should be visible even on a status C or D vehicle, though components that are status C or D are still hidden from the teardown sheet.