|
|
| Line 1: |
Line 1: |
| =Release 15.2=
| |
| ==Sales Orders==
| |
| * Fixed: (case 25263) an issue where (while selling a vehicle) the "choose parts to leave in inventory popup" would end up putting cost onto the components left in inventory equal to the amount already allocated to these parts. This had the effect of doubling the intended allocation of cost onto the components left in inventory.
| |
| * Fixed: the popup for choosing which vehicle components to leave in inventory now correctly calculates the remaining/unallocated vehicle cost. In addition, this popup now properly takes into account the company settings that control whether cost and/or average cost are considered when computing the amount of vehicle cost 'allocated' to parts off of that vehicle. If the user updates the 'cost' field in this popup, the difference will be put into average cost or cost, depending on which the company uses to store vehicle cost allocations. The cost field on this popup is not editable if the company does not consider either field when dealing with vehicle cost allocations. The tooltip on the cost column has been changed to more accurately reflect its use.
| |
| * Fixed: if the user sells an assembly with components that are in stock (and chooses which 'child' components to leave in stock), the cost of the assembly on the invoice should no longer be set to 0.
| |
|
| |
|
| =Release 15.1=
| |
| ==Master==
| |
| * Fixed: if the user is looking at the update download dialog and they do Actions->reset updates, the dialog is no longer closed and reopened.
| |
| * Fixed: (case 25241) a crash that could happen if the user hit "Hide" on the update download dialog, and then the system automatically checked for updates again in 5 minutes.
| |
|
| |
| ==Sales Orders==
| |
| * Fixed: (case 25042) an issue where the first item that would be added to an existing SO would get a quantity of 0 if the user did not explicitly set it to anything else.
| |
|
| |
| ==Work Orders==
| |
| * Fixed: (case 25184) when a WO that has not been finalized is loaded, all calculated values are now recomputed. This fixes an issue where WOs with work clock entries might not re-compute shop supplies when t hey are a percent of the labor charge.
| |
|
| |
| =Release 15=
| |
|
| |
| ==Highlights==
| |
| * Work orders can now be reopened with proper permission. This works similarly to reopening sales orders.
| |
| * Work orders and sales orders save and reopen processes now happen inside a single database transaction, meaning if there is an error or database interruption, the entire operation will be rolled back, preventing issues where partial finalization was possible. (Similarly approving jobs on the warehouse management screen are inside a single transaction now)
| |
| * Accounting entries tab improved filters
| |
| * Items with average core cost that is non-zero now automatically add core charges to sales order and work order lines. Also, inherent core lines with a non-zero cost cannot be deleted from documents. This is to prevent 'losing' core inventory value.
| |
| * Various improvements to right click graphing, including fast-viewing of saved graph templates.
| |
| * Update downloader is now less intrusive and can be hidden permanently by unchecking the "show this dialog in the future"
| |
| * Exporting vehicles to berryhill auctions now supported
| |
| * Purchasing and transfering serials is much smoother now, and the status of the serials should make more sense in these cases. In addition, if the TO is not marked as ordered yet, any serials on that document should still be available at the source store.
| |
| * Vehicle costs/performance on the vehicle screen have been made more accurate. Final and projected costs should match the documents better, and the values are now colored (vehicle cost shows in red if total COGS exceeds it)
| |
| * Vehicle costs now includes inherent core charges from vendors as well as dirty core returns to the vendor, as both of these now affect a vehicle's total cost pool.
| |
| * Many improvements to the vehicle break even graph to make it more accurate and usable.
| |
| * Better show/hide hotkey support for the image popups on the parts and vehicles screens
| |
| * Added support for entering third party shipping tracking #'s and to have shipping progress web pages opened. URLs have automatically been added for many common shippers, and users can customize them if they'd like to send tracking URLs to their customers.
| |
| * Appraisal support for part collections, such as assemblies.
| |
| * Support for a separate customer memo for printing onto invoices based on invoice payment terms.
| |
| * Added a new setting ("Work Orders"->"Master part costing: put core inventory items' cost into average core cost") that controls whether inventory core bank items (inventory marked with "Is A Core" checked) have their cost put into the core cost of master parts. This was existing functionality that was always on before. This setting defaults to True.
| |
| * Added a new setting ("Work Orders"->"Master part costing: put inherent/dirty core line items' cost into average core cost") that controls whether inherent core charges have their cost put into the core cost of the master parts. This is new functionality. This setting defaults to True.
| |
| * Counting 'single quantity' parts (like whole units or vehicle parts) now always moves the part instead of ever putting any quantity in variance (lost and found)
| |
| * Better ability to manage the location serial #'s created on WOs go into.
| |
| * The user's work is now saved if they hide the assess finance charges dialog. This makes it much easier to go back and forth between that popup and the customer and SO details. (TIP: when this dialog is up, you can interact with the rest of ITrack without closing it)
| |
|
| |
| ==Accounting==
| |
| * Fixed: (case 23071) an issue where the document type dropdown on the entries page of the accounting screen did not correctly filter down to gl activity on sales orders of the specified document type.
| |
| * Changed: the entries tab has had its document type dropdown replaced to allow the user to choose types of Enterprise documents instead of just sales order document types.
| |
| * Added: the entries tab now has filters for document store, document # range, and a checkbox for filtering out entries that have not been exported yet.
| |
| * Added: the date range filter of the entries tab now allow both date and time.
| |
|
| |
| ==Appraisal Extension==
| |
| * Fixed: a possible database error caused by invalid inventory type #'s in sales appraisals.
| |
|
| |
| ==Approval==
| |
| * Fixed: Removed an unnecessary popup if the user did not have permission to the credit approval screen.
| |
| * Removed: a redundant permission for controlling whether a user can perform credit approvals.
| |
| * Added: (case 24131) the price approvals tab now uses the list of stores the user has permission to approve prices at to build the list to display. This allows users to be granted permission to approve prices at more than one store.
| |
|
| |
| ==Common Resources==
| |
| * Fixed: the picture pop up dialog now allows the user to use global hotkeys.
| |
|
| |
| ==Core Management==
| |
| * Fixed: (case 23406) the part type dropdown was not usable.
| |
|
| |
| ==Crystal Reports Extension==
| |
| * Fixed: an issue where the advanced print dialog would sometimes appear when the user was previewing a report, if the user had no default printer set for that report type.
| |
| * Changed: holding the advanced print button while previewing a report will no longer show the advanced print dialog, as previewed prints don't pay attention to most of the options.
| |
|
| |
| ==Customer==
| |
| * Fixed: an issue where the configure regions dialog might show items incorrectly.
| |
| * Fixed: (case 22957) an issue where, if the user edited an existing payment and changed its payment method, the gl that that payment hit didn't get modified. Now, it is updated if and only if the payment method changes, causing accounting to be corrected to match.
| |
| * Fixed: (case 23102) an issue where the user could cancel a payment that had been entered through the credit card terminal.
| |
| * Added: if the user uses the next/prev arrows when no search had been done, a message is displayed, like on the vendor screen.
| |
|
| |
| ==Customer List==
| |
| * Changed: (case 23171) customer smart searches with multiple words will now automatically require all words to be present in the results.
| |
| * Fixed: customer smart searches now correctly order results with the 'best' matches at the top.
| |
| * Fixed: (case 23407) an issue where the application could crash if the user uses the next/previous arrows when no search had been done.
| |
| * Fixed: (case 24250) an issue where the assess finance charges dialog could crash if the user searched, viewed a customer or invoice, closed and reopened the dialog.
| |
| * Changed: the close button on the assess finance charges dialog is now labeled "Hide". If the user hides the dialog and comes back, their work is saved.
| |
| * Added: minimize/maximize buttons to the assess finance charge dialog.
| |
|
| |
| ==Database==
| |
| * Removed: some settings that are not used anymore.
| |
| * Changed: added a default to the salesorderline.type column so that new rows won't get NULL.
| |
| * Added: several inventory import fields that were missing from some databases.
| |
| * Fixed: (case 22334) an issue where instances where there were multiple parts with the same tag # might throw off an inventory import updating those rows.
| |
| * Added: (Case 22934) A new function f_has_aging, which tells the caller if a given customerid has any data worth checking aging on. Used for aging report performance improvements.
| |
| * Changed a previous update to ensure that the list control graph template exists, no matter what.
| |
| * Added: as per suggested by Chad@VHI, the queries that added a unique index to to scanjobaction will now remove duplicates first.
| |
| * Added: (case 22915) when the user transfers any 'single quantity' items (monolithic parts as well as vehicles) between stores, all open SOs and WOs that have that item on hold now have their lineitems transitioned to point to the item at the destination store and use the location at the destination store.
| |
| * Fixed: an issue where the vehicle bid item table was not allowing full-length categories to be saved in the table.
| |
| * Changed: (case 23306) add-on core costs now properly factor into vehicle cost pools. Also, add-on core costs now count as allocated vehicle costs.
| |
| * Changed: (case 23306) inherent cores on vehicle items can now have add-on costs that pull out of the vehicle cost pool, similar to add-on costs on standard inventory items associated with vehicles.
| |
| * Added: Case 23338: add support for monthly history out to 12 months on part modification
| |
| * Added: Case 22695: add 3 and 9 month usage history to the 6 and 12 month options on part modification
| |
| * Fixed: an issue where f_serial_available would say that serials were on hold even if the TO hadn't been marked as 'Ordered', which normally controls whether serials are on hold.
| |
| * Added: PO dirty core returns to vendor associated with a vehicle now lower the total vehicle cost pool.
| |
| * Removed: vehicle break even graph, since it now uses the standard list control graph.
| |
| * Fixed: (case 23445) salesorderline and jobpart can no longer have a type of NULL.
| |
| * Removed: (case 22171) vendor.category, which is an unused column.
| |
| * Changed: (case 23531) made significant adjustments to various tables, functions, procedures, and events to synchronize various databases, which had become somewhat different over time.
| |
| * Added: taxitempart, taxitemparttransaction, which is in use at some yards, and standardizes various databases.
| |
| * Added (case 23563): New permission for whether a user can make changes to the parts on a job(add/remove).
| |
| * Added: (case 9098) shipping tracking # is now a field tracked in the sales order table.
| |
| * Changed: all the standard 3rd party shipping methods now have more up to date tracking URLs.
| |
| * Fixed: (case 23504) an issue where the inventory transaction list search would throw an error if the user used the Default Vendor filter.
| |
| * Added: (case 23570) term.customermemo, which is a customer-visible memo that will be shown on invoice printouts.
| |
| * Fixed: an issue where p_run_for_each_table might not skip all tables we don't care about during an optimize operation.
| |
| * Fixed: (case 23738) an issue where historical inventory usage would report based on document store instead of inventory store.
| |
| * Fixed: the Inventory Part Type name filter in Transaction List. It was looking up names as inventorytypeids instead of by the actual name
| |
| * Removed: (case 23781) references to various views, such as v_invoice, v_quote, v_opentransferorder, etc from many enterprise functions. Its been found that views inside functions were causing increased execution times and locks on databases after mysql version 5.6.23. This was causing a lot of slowness on customer balance calculations especially. In most cases, this makes these functions as much as 50% faster even on older versions of MySQL.
| |
| * Changed: (case 22989) singlequantity flagged parts now move rather than use variance during counts.
| |
| * Fixed: (case 23902) an issue where gl entrys' gl deparment id would sometimes have an invalid value instead of NULL.
| |
| * Added: gltransaction.type now supports 'Work Order Reopened'.
| |
| * Added: (case 23915) accounting for work order master parts now correctly move both normal cost and core cost from work in progress to inventory instead of just base average cost.
| |
| * Added: (case 24118) filters and display fields for inventory.dateentered on the Transaction List screen.
| |
| * Fixed: an issue where replicating an inventory record that had quantity on order would carry that over to the new part. We also call f_inventory_inserted after replicating the part now.
| |
| * Added: Transaction List Filters and Display Fields for WO Inventory Category.
| |
| * Added: Transaction List Search Filters and Display Fields for Sales Order Inventory Categories.
| |
|
| |
| ==Data Management==
| |
| * Added: (case 23792) the backups created as part of imports are now created much faster and take much less space. Mainly, we now use ARCHIVE database engine and don't create indices on backups.
| |
|
| |
| ==Ebay Extension==
| |
| * Fixed: (Case 22323) Ebay now displays friendlier shipping names
| |
| * Fixed: (Case 24024) The error when refreshing auctions no longer occurs.
| |
| * Fixed: (Case 24023) Images from one listing will no longer be applied to later listings when multiple items are listed at once in eBay.
| |
|
| |
| ==Graphing==
| |
| * Added: (case 22765) any list with saved graph templates can now be run easily by right-clicking on any list with saved graph templates.
| |
| * Added: better support for date/times in right-click graphing for x-axis values.
| |
| * Fixed: an issue where sending data with line breaks to right-click graphs could cause errors.
| |
|
| |
| ==Global Settings==
| |
| * Changed: saved chart templates are now only loaded once, making graph dialogs and right clicking in list controls faster.
| |
| * Fixed: an issue where the Edit->User hotkeys dialog could get stuck off of the screen.
| |
| * Fixed: modified column orders and column widths should no longer be lost if the number of columns in the list has changed since the last time the column order was saved.
| |
|
| |
| ==Image Synchronizer==
| |
| * Fixed: (Case 23414) The DELETE statement that was used for syncing has been split into multiple components and now it runs faster.
| |
|
| |
| ==Interchange==
| |
| * Fixed: (case 22907) an issue where entering a first or last year for an interchange record above 2050 might automatically change the year the user entered to something in the 2000 range.
| |
|
| |
| ==Login==
| |
| * Fixed: a minor issue where, if the stores a user had access at was changed, it might not take effect until the next login.
| |
|
| |
| ==Mas90 Accounting==
| |
| * Fixed: (case 23902) an issue where gl entrys' gl deparment id would sometimes have an invalid value instead of NULL.
| |
|
| |
| ==Master==
| |
| * Changed: (case 7808) the update downloader dialog has been combined with the update log dialog. This prevents the issue where the user's focus was being moved automatically to this popup when downloads finished. This avoids interrupting the user's work.
| |
| * Added: the update downloader dialog can now be hidden or closed immediately instead of having to wait for the downloads to complete. If the user wants to reopen the dialog, they can double-click on the update status in the status bar.
| |
| * Added: the update progress dialog now has a "Show this dialog in the future" checkbox. If the user unchecks this, they will only see the update progress/change log dialog if they double-click on the update status string on the status bar.
| |
| * Fixed: screen list now properly resizes if the user has non-standard windows zoom.
| |
|
| |
| ==Parts==
| |
| * Changed: (case 22420) for clarity, the 'print tag' check on a part and its serial #'s have been switched to "Tag Printed", reversing the meaning of the checkbox.
| |
| * Fixed: (case 22420) newly created serial numbers now correctly mark themselves as having not printed a tag yet.
| |
| * Changed: (case 9153) if the user loads a vehicle whole unit on the parts screen, many fields are now greyed out, to prevent the user from accidentally breaking the vehicle.
| |
| * Fixed: (case 10205) an issue where the user could get past the "no manufacturer selected" error when saving an aftermarket part by typing something into the manufacturer code field that was valid but did not match anything in the manufacturer dropdown.
| |
| * Fixed: (case 23410) an issue where the show/hide image dialog hotkey was not showing up in the user hotkey dialog. The default hotkey has changed to ctrl+alt+P.
| |
| * Fixed: (case 10964) an issue where hitting copy part might cause the new part to not have the correct store, which could cause the location dropdowns to have no options in them.
| |
| * Added: (case 23607) the transaction history page now shows 0 in the affected quantity column for all voided document types.
| |
| * Added: (case 17753) added support for HTP, auction, and local sales appraisals to assembly collections.
| |
| * Added: the collection list now has a totals footer.
| |
| * Added: new assembly child parts now get the correct location id. Also, entering an interchange # with a letter at the end now correctly splits the letter into the "Sub-interchange #" field.
| |
| * Removed: several redundant queries that were part of loading. Now, manufacturers and part types are loaded only once as part of the auto-completes.
| |
| * Changed: (case 23722) in order to decrease the memory footprint of the part history page, many of the text columns are now limited to 100 characters instead of 250.
| |
| * Changed: the transaction page should no longer trigger a "Table full" error for parts with a lot of history.
| |
|
| |
| ==Purchase Orders==
| |
| * Fixed: an issue where settings were being created under the locations "Purchase Order" and "Transfer Order" instead of "Purchase Orders" and "Transfer Orders".
| |
| * Fixed: an issue where the 'On Save' area in the bottom right of POs was partially off the screen.
| |
| * Fixed: an issue where, if the user loaded a PO posting using the posting number (such as 1, 2, 3, etc), PO adjustments were not properly loaded.
| |
| * Changed: (case 23337) transfer orders now leave serials as status 'Available' until the TO is marked as ordered.
| |
| * Added: the transfer order error popups that would occur if the gl category was not configured for transferring are now more useful and clear, and they describe what action the user should take to continue.
| |
| * Fixed: an issue where serials added to transfer orders that were not ordered would be shown as In Transit instead of Available, despite the fact that those items are not on hold.
| |
| * Fixed: (case 22813) an issue where changing the destination location of a serial on a transfer order might not correctly affect the transferorder locations.
| |
| * Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.
| |
| * Fixed: (case 24383) an issue where loading items onto a PO or TO that had messages would cause the user's focus to move away from the list control.
| |
|
| |
| ==Quickbooks==
| |
| * Fixed: some memory leaks on the journal push and QB accounts pages.
| |
|
| |
| ==Report Viewer==
| |
| * Fixed: a potential issue where advanced print dropdowns might not work.
| |
|
| |
| ==Reports==
| |
|
| |
| ===Billing===
| |
| * Changed (case 22934): Optimization pass. Moved the interval balances to a subreport and filtered using a new function.
| |
| * Added (case 23382): the ability for the report to be scheduled with Report Commander.
| |
|
| |
| ===Core Tag===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Core Tag (Large)===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Credit Summary===
| |
| * Fixed (case 23222): current balance and the blue balance line on the graph were not considering unallocated payments.
| |
| * Added (case 21080): Weighted Average Days to Pay and other informational fields.
| |
| * Added (case 21080): a start date parameter, so range can be selected instead of automatically set to 12 months. If too long of a date range is selected, the report will alert the user and use the longest range it can instead.
| |
| * Improved (case 21080): Speed. This is a major performance update.
| |
| * Fixed (case 21080): a rounding issue in the formula that determines whether or not a sales order is balanced. 0.00 balance SOs were showing up in the unbalanced SO informational fields.
| |
|
| |
| ===Customer Address Label 5160===
| |
| * Added (case 24206): a new report. It prints Avery 5160/8160 labels from the Customer List screen.
| |
|
| |
| ===GL Activity===
| |
| * Added (case 22988): GL account number, and a new parameter that allows you to choose whether the date range filters by gl entry date or associated document date
| |
|
| |
| ===Inventory By Default Vendor===
| |
| * Added (case 21506): a new report, replacing Inventory By Vendor. This report is similar, but not misleading about what it does. It is an inventory report primarily but also includes purchases and sales related to the inventory line in a date range. It has several different summary modes and also points out vehicles with cost remaining that are not A or H like Inventory Summary and Inventory Detail By Part Type.
| |
| * Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining
| |
|
| |
| ===Inventory By Vendor===
| |
| * Removed (case 21506): deprecating. Report was misleading. Inventory By Default Vendor will absorb the functionality.
| |
|
| |
| ===Inventory Count Sheet - LXW===
| |
| * Added (case 21508): inventory with no location, when the location parameter is '*'
| |
| * Changed (case 21508): the true/false parameters to strings. Previously, one was a string and one was a Boolean. With Crystal, either would work; but strings look friendlier if this were ever run from the Report Viewer.
| |
|
| |
| ===Inventory Detail By Part Type===
| |
| * Fixed (case 22522): Extended Cost column 0 quantity whole units with cost remaining - because 0 x something = 0. So the average cost sum wasn't matching up with Inventory Summary. Also changed when the query considers quantity > 0, so those 0 quantity with cost remaining items aren't excluded in the query either.
| |
| * Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining
| |
|
| |
| ===Inventory Quantities===
| |
| * Removed(case 21514): deprecating Inventory Quantities report.
| |
|
| |
| ===Inventory Summary===
| |
| * Fixed (case 21506): quantity multiplier in the vehicle section of the query, which throws off cost when you have vehicles with multiple quantity. That is not something that is supposed to happen, but...
| |
| * Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining
| |
|
| |
| ===Label ===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Label By Location===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Labor Summary By Employee===
| |
| * Fixed (case 23261): high labor hours when incomplete/unbilled jobs used the ratio and job.billinghours to calculate billing hours. Billed hours are no longer included until they are actually billed on an invoice. The report will indicate what is outstanding, if anything.
| |
|
| |
| ===Picking Tag===
| |
| * Removed (case 22969): text above the barcode (j<jobid>)
| |
|
| |
| ===Receiving Label===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Receiving Tag===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Sales By Invoice===
| |
| * Fixed (case 23930): a query issue that could leave out some data that was too similar to other data.
| |
|
| |
| ===Sales Order 11in===
| |
| * Fixed (case 23559): a issue with the job and labor subreport leaving out labor rows when they were the same as other rows.
| |
| * Added (case 23570): term memo, a message specific to the payment terms, if present.
| |
| * Fixed (case 22154): extra space in footers on pages that are not the last page
| |
| * Added (case 22154): conditional suppression to the line item header - it will no longer print at the top of the page/section if there are no line items to print on that page
| |
| * Fixed (case 21892): optimization pass.
| |
|
| |
| ===Serialized Tag===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Tag===
| |
| * Removed (case 22969): the text below the barcode
| |
| * Added (case 21021): QR codes, this time disabled by default. A reliable internet connection is required to use them.
| |
|
| |
| ===Tag By Location===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Tag Landscape===
| |
| * Removed (case 22969): text below the barcode
| |
|
| |
| ===Vehicle Value Analysis===
| |
| * Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining
| |
|
| |
| ==Sales Orders==
| |
| * Fixed: an issue where a setting was being created under the location "Sales Order" instead of "Sales Orders"
| |
| * Fixed: (case 23028) an issue where menus in ITrack would not work while the SalesOrder screen was open and active.
| |
| * Fixed: (case 22912) an issue where removing the hold checkbox on items on an invoice still left those items on hold.
| |
| * Fixed: (Case 23102) an issue where the user could delete a new payment that had a valid credit terminal transaction associated.
| |
| * Changed: (case 23102) the user can no longer close a SO without saving it if there are any payments that have valid credit terminal transactions associated.
| |
| * Fixed: an issue where the 'cost' of inherent core lines could be incorrect on the first load, though they would be corrected on save.
| |
| * Added: (case 22341) the user is now prevented from deleting inherent core charges from an invoice if there is cost on the core charge. This is to prevent issues where that cost wasn't hitting accounting properly.
| |
| * Changed: (case 23314) now, items with average core cost (core inventory value) will automatically add inherent core charges to the document.
| |
| * Fixed: (case 23419) an issue where the "Can change lineitem taxable" permission was not affecting newly added lineitems.
| |
| * Added: (case 9098) support for shipping tracking #'s on each invoice.
| |
| * Added: a button to view the tracking information for the current SO based on the tracking URL, if its filled out. If it is not filled out, the user is notified that it will need to be entered first.
| |
| * Added: (case 15871) if the user enters a lineitem quantity before performing a part lookup, that quantity will no longer be lost. Also, price is now preserved if the user loads misc item info.
| |
| * Changed: the user can now use the stock # and vendor columns to perform full 'non-stocked vehicle' or 'non-stocked vendor' lookups on items that just have a description/item/price (pure-misc items) in addition to empty rows.
| |
| * Added: (case 23570) support for a 'customer memo' field for terms in the configuration dialog.
| |
| * Fixed: (case 23735) an issue where returned items would get an invalid SKU, causing them to not properly increase inventory QoH.
| |
| * Fixed: (case 23662) an issue where adding new payments to a SO would no longer correctly automatically select the customer's default payment method.
| |
| * Added: voiding and reopening SOs now happens within a single transaction, so that if there is any error, the entire operation is reversed.
| |
| * Fixed: (case 23764) an issue where the default payment amount was no longer defaulting to the remaining invoice balance.
| |
| * Fixed: an issue where changing the document number or amount of a previously saved payment was not being saved.
| |
| * Fixed: (case 23919) an issue where payments that had an impact on more than one invoice could have their amount changed each time the user opened and resaved an associated invoice.
| |
| * Fixed: an issue where saved payments on SOs could not have their amount set to $0 by users with the ability to edit payments. The user would see a popup with an option to "Remove $0 payments" but instead, their changes would not be saved. Now, newly created $0 payments are removed in this case, but existing payments save.
| |
| * Added: in order to avoid issues where SOs are finalized with open or void WO jobs on them, closing SOs is now impossible if any lineitems are from jobs that are in an invalid state.
| |
| * Added: the user can now delete job lineitems that point to invalid work orders now. This is because they cannot close a SO with documents in an invalid state.
| |
| * Added: job lineitem prices and costs are now correctly updated on load and on refresh so that reopened WOs don't get invoiced for the incorrect amount.
| |
| * Fixed: (case 24002) crediting inherent core charges back to the customer (forgiving core charge) now uses the GL Context of "Core Sale" instead of Return. This is to make sure that core credits don't hit inventory sales accounts. This does not affect dirty core exchanges.
| |
| * Changed: (case 24059) the warning that the user received when returning an item on another open return SO is now an error to help avoid users returning items more than once.
| |
| * Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.
| |
| * Fixed: (case 24383) an issue where loading items onto a SO that had messages would cause the user's focus to move away from the list control.
| |
|
| |
| ==Search==
| |
| * Fixed: an issue where the inventory type dropdown wasn't getting set right when the user typed a type # in the edit next to it.
| |
| * Added: support for exporting results in all result lists to graphs like other lists in the software. This may not be very useful in the part search.
| |
| * Fixed: (case 22011) vehicles can now be exported to berryhill auctions using the auction export feature, same as inventory.
| |
| * Added: (case 20428) auction exports now include the store id the inventory is currently at.
| |
| * Changed: (case 22420) to match the changes to the part screen, all Print Tag check boxes have been renamed to "Tag Printed", reversing the meaning of the checkbox.
| |
| * Fixed: (case 23108) an issue where image data from previous searches were not cleared when the user performed a new search.
| |
| * Fixed: (case 23136) an issue where the model lists were based on the id of the currently selected part type instead of the type set id of the currently selected part type.
| |
| * Changed: (case 23722) in order to avoid an issue where exporting search results to CSV might overflow the maximum temporary table size, we now use the default engine type.
| |
|
| |
| ==Vehicles==
| |
| * Added: (case 23034) misc parts on a vehicle teardown will no longer copy the year/make/model/VIN/body style from the vehicle when it is changed. Only Standard parts will automatically copy that information to all associated parts.
| |
| * Changed: the bid page now has more and clearer tooltips for the suggested bid fields on the bid tab.
| |
| * Added: the vehicle 'costs' tab now includes inherent core charges from the vendor as well as dirty core returns to the vendor, as both of these now affect a vehicle's total cost pool.
| |
| * Fixed: (case 23306) the costs and performance tabs now more correctly match the current cost system.
| |
| * Changed: vehicle costs are now sorted by date and colored based on whether the costs are received or on a finalized WO.
| |
| * Changed: the performance tab of vehicles now takes various global settings into account as to whether inventory records average cost and/or override cost allocate vehicle costs on inventory.
| |
| * Changed: (case 23306) core costs are now properly taken into account as vehicle cost allocations.
| |
| * Added: on the performance tab, if the costs allocated on documents and inventory is greater than the total vehicle costs, the cost field will show in red text.
| |
| * Changed: the break even graph is no longer written out to a file in the operating system. This should make rendering graphs faster.
| |
| * Changed: clearing the vehicle screen now clears the break even graph.
| |
| * Added: the break even graph now shows a 'no vehicle loaded' message if no vehicle is loaded.
| |
| * Fixed: An issue where the vehicle costs line on the break even graph did not include costs where the posting was missing.
| |
| * Fixed: (case 23410) an issue where the show/hide image dialog hotkey was not showing up in the user hotkey dialog. The default hotkey has changed to ctrl+alt+P.
| |
| * Fixed: an issue where the show/hide image dialog hotkey was not working.
| |
| * Added: a new global hotkey to perform a vehicle search, similar to the part lookup hotkey. The default keystroke is shift + F4.
| |
| * Fixed: the vehicle costs tab no longer shows master parts from work orders if those work orders have been turned into external work orders.
| |
|
| |
| ==Vendors==
| |
| * Fixed: an issue where the terms and payment method dropdowns on the advanced information page were very short, making it tough for the user to use.
| |
|
| |
| ==Vendor List==
| |
| * Changed: (case 23171) vendor smart searches with multiple words will now automatically require all words to be present in the results.
| |
| * Performance: removed some unnecessary searching that happened as part of a vendor smart search that may have added slowness to these searches, especially when no results were found.
| |
| * Fixed: (case 23407) an issue where the application could crash if the use uses the next/previous arrows when no search had been done.
| |
|
| |
| ==Warehouse Management==
| |
| * Fixed: (case 23835) it was possible that approving jobs could partially perform the approval process and hit an error, causing the parts in the count to be partially moved. Now, if there is an error, all activity is rolled back.
| |
|
| |
| ==Work Orders==
| |
| * Added: (case 22341) the user is now prevented from deleting inherent core charges from a job if there is cost on the core charge. This is to prevent issues where that cost wasn't hitting accounting properly.
| |
| * Changed: (case 23314) now, items with average core cost (core inventory value) will automatically add inherent core charges to the document.
| |
| * Added: (case 15871) if the user enters a quantity before performing a part lookup, that quantity will no longer be lost. Also, price is now preserved if the user loads misc item info.
| |
| * Added: an "Advanced..." button to the bottom of the screen, similar to the one on the Sales Order screen for performing advanced operations, such as reopening the document.
| |
| * Added: voiding WOs now happens within a single transaction, so that if there is any error, the entire operation is reversed.
| |
| * Added: voiding a WO should now properly reverse changes made to the locations of any master parts.
| |
| * Fixed: work orders can no longer be voided/reopened if it has been sent to a finalized SO. That SO must be reopened or voided first.
| |
| * Added: when work orders are reopened/voided, their 'last changed' fields are set correctly, to avoid another user performing the same operation from another machine.
| |
| * Fixed: reopening a WO now marks produced serials as Work In Progress instead of deleting them entirely.
| |
| * Fixed: closed WOs no longer show an uneditable 'new' line in the master parts list.
| |
| * Added: adding a new master part that creates serial numbers now allows the user to pick a location for the new serial #.
| |
| * Added: new setting ("Work Orders"->"Master part costing: put core inventory items' cost into average core cost") that controls whether inventory core bank items (inventory marked with "Is A Core" checked) have their cost put into the core cost of master parts. This was existing functionality that was always on before. This setting defaults to True.
| |
| * Added: new setting ("Work Orders"->"Master part costing: put inherent/dirty core line items' cost into average core cost") that controls whether inherent core charges have their cost put into the core cost of the master parts. This is new functionality. This setting defaults to True.
| |
| * Fixed: new serials created on a WO now correctly inherit the default new inventory location for WOs (specified by the setting "Work Orders"->"Location for new master parts (special value $PRIMARY allowed)").
| |
| * Added: the new serial # dialog now has a full location dropdown so that the user can properly add the new serial # to any location.
| |
| * Fixed: (case 10837) an issue where voided or open documents would throw an error if they were reopened or voided.
| |
| * Changed: only closed or voided WOs can be reopened, and only if the user has permission.
| |
| * Fixed: an issue where deleted jobs or line items with bad data were keeping the user from saving.
| |
| * Fixed: if the user reopens a WO and refinalizes it, the "choose SO to send to" dialog won't pop up if the jobs are already on another open SO.
| |
| * Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.
| |
|
| |
|
| = Release Candidate Change Log = | | = Release Candidate Change Log = |
| Line 372: |
Line 6: |
| =Changelog Archives= | | =Changelog Archives= |
|
| |
|
| | * [[ITrack/Enterprise/Changelog Version 15|Version 15]] |
| * [[ITrack/Enterprise/Changelog Version 14|Version 14]] | | * [[ITrack/Enterprise/Changelog Version 14|Version 14]] |
| * Version 13 Skipped | | * Version 13 Skipped |
