ITrack/Enterprise/Changelog Version 33

REVISION 22851-23186 database version 3300

e-commerce integration

• Added: support for the customerid attribute missing on new_sales view
• Added: newlines in web comments are now given carriage returns.
• Added: the HTP synchronizer application now sets a setting on first launch. This alerts other applications pointed at the database that the synchronizer tool has been installed.

General

• Fixed: the about box could show an error if the 'credits' url in the host.ini file was blank. This could lead to bad behavior in particularly corrupted or empty ini files. Now the user will be taken to the default URL.
• Fixed: a possible crash that could occur in a list control if going to the bottom of the current page of results if they didn't fill the screen.
• Fixed: a crash when Resizing a column outside of the boundary of the column count.
• Fixed: an issue where release builds were linking against mysql 6.1.5 instead of 6.1.11
• Fixed: an issue where blank Time-only list control cells would be automatically turned into 'current time'.
• Fixed: another issue where midnight "12:00 AM" would not be handled correctly in time-only list control cells.
• Fixed: (case 51470) an issue where popups were being restricted to the primary monitor instead of the monitor of the window that launched them. Now they should be centered by default over the window that created them.
• Fixed: (case 51470) an issue where popups that 'remember' their last position could not restore a location that was on a secondary monitor correctly.
• Added: Column Tree Controls now support column header tool tips.
• Fixed: (case 51708) an issue where dropdowns in a list control on windows 11 might not look quite right. In addition, dropdowns in the first item might flicker unnecessarily.
• Fixed: a rare issue where, when a list edit/dropdown/date picker/etc disappears, the list cell behind it might not draw correctly.
• Fixed: date/time controls in list controls would 'revert' their input when the user hit escape, but would not hide correctly. Now the date control will be hidden correctly.
• Added: the 'filter' box in the configure global settings popup now uses a timer to wait for the user to stop typing before searching.

Graphing

• Added: some extra code to the right-click graphing template that will keep waiting to render the chart until the google charts library finishes loading.

Database

• Updated: right-click graphing template should no longer encounter a JS error if loading the google charts library takes too long.
• Changed: DLS settings and permissions to reference TForce, as per their rebranding.
• Added: support for shipping types in ebay templates.
• Fixed: Case 50579: Transaction List: Part Image Count is not written properly
• Fixed: an issue where duplicate import commands were allowed.
• Fixed: (case 50817) an issue where an e-commerce field didn't match the corresponding field on HeavyTruckParts.net.
• Added: Case 50968: Add several fields to Transaction List for the Purchase Order source for Dex
• Added: several new fields to the salesorder table that will track e-commerce document approval status. One controls whether the local salesman has reviewed and approved (or rejected) the document and the other is for tracking customer approval status.
• Fixed: re-released the contents for the saleclass table, as they were missing from some recently created databases.
• Added: (case 51200) the customer pricing function (f_inventoryprice) now considers inventory.cost instead of inventory.averagecost when inventory quantity on hand is 0. This is because inventory with 0 quantity cannot have an average cost, and affects customers set to pay a markup of Average Cost as a price level.
• Fixed: an issue where p_inventory_default_prices was not computing distributor price correctly.
• Changed: Several columns on the vehicle table have been increased in size to account more user data. Also rearranged some columns to put the title columns together
• Case 51643: Add inventory.category to the Transaction List for the Inventory Source
• Case 51644: Add Total Retail Price of Parts Remaining as display field to the Transaction List for the Vehicle Source
• Added: (case 51317) new schema to inventory Q&A options. These fields will support new, advanced behavior on vehicle/part Q&A.
• Added: foreign keys to the inventoryoption table.
• Added: a unique key to the option value table (to replace the old primary key), some column comments, and limit the value to 500 characters to make operations quicker (TEXT is stored outside of the table)
• Added: several missing values from the inventorysetting table (used in part modification for mass-editing) that were initially deployed in 2011 but were missing on some databases.
• Added: vanilla logging triggers to many tables related to workorder and salesorder documents. This should help deep-dive investigations that attempt to track inventory quantity changes or cost changes.

Approvals

• Changed: it was hard to find the "All Inventory Types" option in the part type dropdown on the price control page, so this item is now at the start of the list.
• Fixed: memory leak on the credit approval page.

Crystal Reports

• Added: (case 51309) a popup dialog that appears during printing if the chosen printer does not seem to be valid. The user is told what error windows returned and are presented with the list of valid printers to choose between. The user is allowed to 'remember' this selection for future prints. This is important because previously, if the user had an invalid printer name saved as a default, print jobs might fail, but no error message would be shown.

Customer

• Added: (case 50736) the tree on the sales tab now has a column for the salesperson that gets credit for the sale as well as the counterperson who wrote the document.

Data Management

• Fixed: crash when going to a page of results other than the first.

ebayExtension

• Fixed: a crash when adding new shipping methods on the config page, the template edit popup, or listing edit popup.
• Added: support for setting a 'shipping type' (global default) on the ebay config page.
• Added: support for part type specific shipping types on the template config area.
• Added: (case 40441) the ability to set a shipping type on any listing. This allows the user to choose between Computed, Freight, Flat Rate, etc. This adds support for 3rd party freight.
• Fixed: an issue where the listing count on the listing tab would not decrease as items get successfully uploaded.
• Fixed: an issue where adding a new shipping option on a listing would show the dimensions incorrectly.
• Fixed: an error from eBay that could be shown if the user uploaded an inventory item that had fractional weights. They are now rounded up as per eBay's suggested policy.
• Changed: the popup that would say every listing needs at least one shipping option is now suppressed if the user chooses "Other Freight service" since it does not require shipping options to be chosen.
• Changed: if the user lists an auction with a shipping type of 'Calculated' shipping option costs are ignored.
• Fixed: an issue where sandbox auctions would not open correctly if the user doubleclicks them (because ebay returns bad URLs).
• Fixed: a crash if the user changed filters that could cause fewer items to be loaded while an item was selected.
• Added: if the user refreshes auctions from ebay while the 'from' date is blank, they will be told that we can only ask for 4 months from ebay.
• Added: if the user refreshes auctions from ebay while the date range is > 4 months, now it will loop across that date range and load ebay auctions in 4 month chunks (the most ebay allows us to request) instead of just doing the last 4 months.
• Added: as auctions are loaded from ebay, the ITrack status bar is refreshed to note how many pages and what date range is being loaded, since a longer date range can now take a long time to refresh from ebay.

Global Settings

• Added: filter box to the edit tax items popup.

Home

• Added: icons to tabs
• Fixed: an issue where the sales order tab might not populate the store list correctly.

Login

• Fixed: an issue where the login dialog would not correctly follow the main window to other screens.

Parts

• Changed: a fresh part now shows better information in the area at the bottom of the history tab.
• Added: if quantity on hand is 0 (or the part is not depletable), average cost/average core cost will now display as "N/A" since those values are not relevant in that scenario.
• Added: tooltips to the controls on the history tab. Specific tooltips on the average cost/core cost fields to explain why those values may show as N/A.
• Added: if the quantity of a part changes, the average cost/core cost will recalculate on the history tab in real time to help the user know that manually adjusting quantity will cause the average expense to change and preview this change.
• Changed (case 30530 and case 51130): if the user loads a part with no gl category assigned, the gl category dropdowns will now be blank. Previously, the default gl category was automatically selected for the user so that they could easily adopt this change and save, but it was confusing people into thinking that the value was already saved. Now the user must click 'auto-assign category' and save.
• Fixed: an issue where the user would erroneously see a popup whenever they'd click off the status field when status was set to "D". The user would be asked if they wished to delete all attachments even if there were no attachments on the part. Now, the user will only be asked this question once when they click save if the status has just changed to "D". It will now only correctly appear on parts that have at least one attachment. Also, saving after saying yes should now correctly remove those attachments.
• Fixed: an issue where the user might see a 'change detected' popup for the attachments page if the user deleted attachments and then saved without clearing the screen.
• Fixed: an issue where the user would be prompted to set quantity to 0 on a part with a status of "D" if they clicked off of the status dropdown, even if nothing had been changed. Now it will only occur if the user changes the status to "D".

Part Configuration

• Added: in the part type configuration page, there is now an interface to edit a field that has existed for a long time, but only editable by power users. This field is labelled "Model List Type #" and it represents the ability to have one part type inherit its model list from another part type. This is different from how the 'assembly' model list inherits from the part type set #. This field is optional, and if its is blank, a part will use its own type # for its model list.
• Added: filters to the inventory types page. This allows the user to more quickly find the part type they're looking for.
• Added: the inventory types page now has a resizable bottom area where inventory options/fields can be configured. Currently, global and part type specific options can be added, edited, reordered, and deleted.
• Added: support for choice values (for dropdown Q&A options) and default values for part/vehicle Q&A options.
• Fixed: an issue where the inventory options page did not save column orders correctly for the list.

Purchase Orders

• Added: icons to tabs

Sales Orders

• Fixed: (case 52053) an issue where a user who had an invalid default for their 'default sales order document type' could lead to scenarios where the 'show payments' area would be inaccessible.
• Changed: references of DLS to TForce to match their corporate rebranding.
• Changed: the customer address dropdown is now wider to facilitate longer address titles.
• Fixed: tab order for the shipping tracking # field.
• Added: icons for the pages on the left side of the document screen to make them easier to find.
• Added: vertical and horizontal scroll bars to some of the side pane pages so that the user can access all information on smaller screens and especially when the payment pane is visible.
• Added: eCommerce page on the left side of the screen. If the document was created for an online eBay or HeavyTruckParts.net e-commerce transaction, that information will be shown here.
• Added: eCommerce page now has the status of the transaction and has buttons for approving the final total to be submitted to the customer to pay as well as a button to reject a request.
• Added: when a document is loaded, if it has e-commerce integration, the e-commerce page will be shown and focused.
• Added: we now hide the e-commerce integration page if the HTP.net integration application is not installed.
• Added: e-commerce page now has a 'submit for payment' button that will appear on documents that did not come from heavytruckparts.net originally. Clicking this will submit the document to HTP.net for payment by the customer (if that integration is 'on').
• Added: the printer bindings are reloaded before each save&print operation now in case the user has changed the printer bindings in the configuration area.
• Fixed: an issue where the e-commerce tab might show an incorrect state on first load or after clearing the screen.

Search

• Changed: the vehicle search results will no longer show weird information in the tooltip when hovering over the extra info column.
• Fixed: (case 51207) an issue where double-clicking document history in the vehicle search screen's info pane would not open that document on the document screen.
• Fixed: an issue where a vehicle search might send a selected result back to the wrong screen if the user used the "Vehicle Search" global hotkey to look up a vehicle when on a screen that cannot load a vehicle. Now, in such a case, the vehicle will be loaded on the vehicle screen.

Vehicles

• Fixed: an issue where the user would get a crash when adding a bid to a vehicle with no previous bid or teardown.
• Fixed: an issue where VIN decoding might not auto-select a vehicle make or model if the case doesn't match the make/model in the system (like VOLVO vs Volvo).
• Added: (case 51341) a 'copy vehicle' button, which works similarly to the 'copy part' button on the parts screen. The loaded vehicle will be turned into a new, unsaved copy that the user can modify and save. The following fields are automatically cleared on the copy: stock #, VIN, odometer, and the available/on hand flag.
• Fixed: an issue where the costs page would sometimes show incorrect rows if an unsaved vehicle was loaded.
• Fixed: a rare case where bad purchase order costs could show up on the break even graph as happening in the year 1900.
• Added: icons to some of the property pages on the screen to make them easier to distinguish at a glance.
• Fixed: title received date supported a time component, but the user was not allowed to set it. Now the user can set the date and time.
• Fixed: a database error that could occur if the user added a new bid to a vehicle (with items or fees), but then deleted it before saving.
• Fixed: a potential crash if the user added another bid to a vehicle with a single bid.
• Fixed: an issue where clicking add new fee would not correctly move the user's focus into the fee list.
• Fixed: an issue where opening the vehicle screen would deselect the application, making keyboard navigation difficult. This was due to the hidden attachment popup.
• Fixed: re-added the feature where, if the user changes the vehicle status to D, they are asked whether they'd like to delete all attachments at the same time to save space.
• Fixed: an issue where cloning a vehicle with a teardown selected would not clear out the 'tag #' on teardown components correctly.
• Added: (case 51317) initial version of the new Q&A page shared with the parts screen. This version supports many new features, such as default answers, checkboxes, date pickers, formatted numeric values, dropdowns, etc.
• Changed: the user can now type into most of the dropdowns on the basic table to auto-complete to the value they want.
• Changed: the store dropdown on the basic page now uses a shared auto-complete, this should avoid a query on screen open, speeding up load.
• Fixed: the user dropdown for 'dismantled by' would not show the user correctly if a previously selected user had been deactivated or marked as not a worker.
• Changed: the category list on the basic tab and whole unit tab now share a single list to speed up load slightly.
• Changed: several years ago, we added the ability to set each vehicle unit type to have its own model list, but the vehicle screen showed all vehicle models as choices at all times. Now we support having each whole unit type show only those models that apply to that vehicle type. Because of this, the vehicle type is now earlier in the tab order of the basic tab, as it must be chosen before a make or model can been chosen. The user setting for 'reverse make lookup' (where all models are shown, and choosing one selects a make) is still supported. Year limits the list of vehicle models as well, just like before.
• Added: The model list now respects the part type's 'Model List Type #' that can be configured on the part configuration screen. This allows the user to have a complete model list under vehicle type 9000, and have another type like 9001 inherit that model list.
• Fixed: an issue where loading a vehicle with a deactivated/non-mechanic user selected would load that item into the dismantled by dropdown and it would still be available after clearing the vehicle and entering another.
• Changed: the basic info page now loads its information from a shared set of vehicle data instead of running its own query. This should speed up vehicle loading.
• Added: if the user loads a vehicle with a (now inactive) whole unit type that can't be found in the dropdown, it will be temporarily re-added to the dropdown so that this info is not lost.
• Added: if the user loads a vehicle with a (now inactive) make/model that can't be found in the dropdown, it will be temporarily re-added to the dropdown so that this info is not lost. If the make or model has been deleted, the user will be told that this is no longer a valid option and the values will be cleared.
• Fixed: an issue where category was not being loaded on the basic info tab correctly.
• Added: when a vehicle model is selected, if no category is chosen, the default category set on that model (if any) will be automatically selected for the vehicle unit.
• Added: support for a new store setting "Default vehicle type" which defaults to 9000 and represents the id of a vehicle unit to automatically select on the vehicle screen when its opened. Now that make/model lists on the vehicle are vehicle type specific, this will make it easier to start a vehicle by entering a make/model before choosing a vehicle type (as the user could do in previous versions, where the make/model list was global). Since many unit types will share the same make/model list, this entry order will generally work.
• Added: when loading a vehicle saved in previous versions, the make/model that was entered will be matched up to the vehicle type specific lists (which should generally be the same initially) automatically, and will notify the user if a particular make or model are no longer valid because they've been deleted or renamed so they can choose new values.
• Fixed: several issues with overactive change detection from Q&A default values on new vehicles.
• Fixed: blank Q&A values no longer save to the database.
• Added: support for keeping a Q&A answer between two questions with the same name if the user switches vehicle unit types or other info that causes a question to appear with the same name as a previously filled out value.
• Added: user Q&A values are now formatted when the user leaves the field.
• Added: vehicle Q&A should now save and load correctly in the new system.
• Fixed: an issue where an invalid make might not clear when the user changes vehicle types.
• Fixed: vehicle Q&A now correctly clears when the user hits new vehicle. Also, Q&A copies correctly when the user clones a vehicle.
• Fixed: several issues where Q&A was based on vehicle category instead of unit category.
• Added: required questions now show as bold, and the user will be prompted on save if they are not filled out.
• Added: modified question values now show a "*" in the label so that the user knows which options are modified from the saved value.

Work Orders

• Changed: as part of the last big update, the job category list on the WO screen only showed categories with at least one template under it. Now its back to all categories under the current WO type.
• Fixed: (case 51126) an issue where the user would get a duplicate job category error when they added a job under a category that had no templates but already existed.
• Added: a performance improvement to the add new job dialog, eliminating a query run every time it loads.
• Added: filter field to the configure->work order types popup.

Reports

REVISION 22866-23177 FOR EE V33

Reports

==Billing Statement (Billing.rpt)

• Fixed: (case 50051) valid payments on open or void invoices were being excluded in some report modes.

Purchase Order (PurchaseOrder.rpt)

• Added: (case 50744) PO # to page header on pages after the first

Receiving Tag (TagReceiving.rpt)

• Fixed: (case 50402) tag sizing

Sales Order Returns (SalesOrderReturn.rpt)

• Added: (case 51462) a column for Part Type