ITrack/Enterprise/Changelog Version 10

Release 10.4

Sales Orders

• Added: (case 18001) the 'customer price' the salesman is presented with is now saved with all lineitems for historical reporting.
• Fixed: saving new lineitems will now be slightly faster, especially on very slow connections.

Release 10.3

Common Resources

• Changed: (case 17685) if the user hits print tags from the parts screen, the choose locations/serials to print dialog will be shown if there are no locations on the part or quantity is 0. Serialized parts with serial #'s will still not show this dialog, but now an error message is shown that says why tags could not be printed.
• Added: (case 17685) if the user prints tags for one or more non-serialized parts with no locations, a blank location is now shown so that the user can pre-print tags for parts that don't have locations yet.
• Added: (case 17685) a blank tag is no longer printed if all visible locations have a print quantity of 0. Now, the user is shown an error telling them to enter some quantities.

Work Orders

• Fixed: (case 18141) an issue where doing a serialized assembly breakdown where the assembly was not destroyed would cause the serial # to be marked as 'Consumed' even though it was not consumed.
• Fixed: (case 18149) an issue where the locations of an item would not be handled correctly if the user did an assembly breakdown where the assembly was not consumed.
• Fixed: (case 18141) an issue where serialized assembly breakdowns that did not consume the assembly were not correctly adding the assembly to the job, causing no cost to be distributed and the locations to get messed up.
• Added: a temporary popup to warn the user when they do an assembly breakdown and the part is not consumed that the location of the part may change to the default Work order production location.

Release 10.2

Approvals

• Fixed: (case 17951) an issue where hitting the delete button would always ask the user to delete all price restrictions.
• Fixed: (case 17952) an issue where part types on price restrictions were saving but not displaying correctly.

eBay

• Fixed: eBay Shipping options have been corrected so that listings with shipping options work correctly.

Manage Warehouse

• Fixed: (case 17741) an issue where the count sheet would be blank when printed from the warehouse management screen. This was due to a bad part type argument.

Parts

• Changed: (case 17091) choosing an interchange record will now only set a side on the part if the existing part location is blank or "N/A"
• Fixed: a rare crash that would occur if the user hit the up arrow in the manufacturer/model dropdown if nothing was selected.

Release 10.1

Customer

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Parts

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Reports

Billing

• Fixed: Billing Statements sending datetimes instead of dates from the customer screen. The billing statements should no longer care about time of day.

Payment Receipt

• Added: conditional suppression, tidied the report, and added a new optional payment memo via a store level setting.

Sales By State

• Added: handling for non-US countries/states to Sales by State report.
• Fixed: grouping.

Weekly Sales Insights

• Fixed: customer and parts subreports - they were not filtering by store even when a store was specified.

Work Orders

• Fixed: a bad join in the workorders report.

Vehicles

• Fixed: (case 17385) an issue where making updates to attachments and saving could lead to database errors or possibly vehicle images not saving.
• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Vendor

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Release 10.0

Highlights

• Vehicle bids/teardowns improved, and many bugs and crashes eliminated.
• SO screen load, save, and refresh significantly sped up. Opening and saving a large SO (hundreds of items) can now take as much as 70% less time.
• Entirely new price control system on sales orders. See the new tabs on the Approvals screen to define new rules to control how salesmen can price items.
• Interchange screen completely rewritten. Significantly faster and easier to use. Interchange records can now be added and edited on this screen easily and quickly. Also, you can now view notes, attachments, and inventory summary information. The user can easily 'drill down' to see what applications are present on an interchange # as well as seeing all models a particular # applies to.
• The interchange pop-up on parts and search has been replaced. The new one allows the user to see interchange applications, notes, and attachments. All this information should make identifying interchange application much easier.
• Database performance improvements in several slow areas.
• Support for ZIP+4 on all address interfaces.
• More attachment types supported.
• Ebay screen significantly faster to update and is even more user friendly. More improvements coming soon.
• Several behind-the-scenes changes to the report viewer to make crashes much less common when previewing reports as well as adding several features to make reports easier to run.
• Support for scheduled reports is now here. Print, email, or save reports on any schedule you want. Contact ISoft for more information on enabling this feature at your yard.
• Tag printing from all areas has been reworked. The user can now customize how many tags print for each item and the pop-up is significantly easier to use.
• Better windows 10 support.
• Support for finding serials during a count that have been sold or written down.
• Standardization between part type, customer, vendor, and part messages. They can now all be marked as important, support multiline, and other minor changes.
• Hundreds of minor fixes and improvements across the entire application.

Tools

• List controls are now faster to load items. This can have a significant effect on large lists.
• Fixed: an issue where combo boxes were not scrolling correctly in windows 10 with the 'scroll inactive windows' windows setting on (which is on by default).
• Fixed: an issue where clicking on the scrollbar of a combo box could affect how the mouse worked, such that the user could move the application without moving the dropdown window.
• Added: support for mouse scrolling in combo boxes for any mouse wheel with customized sensitivity.

Appraisals

• Fixed: (case 15937) an issue where the sales appraisals and the HTP appraisals might cause a database error if they both attempted to connect to the database at the same time. This may have resulted in crashes if the timing was just right.

Approvals

• Changed: (case 17109) the credit approvals screen has been renamed to Approvals since it will soon allow other types of approvals.
• Changed: (case 17109) the credit approval system has been moved to a tab on the approvals screen.
• Fixed: lots of little issues with the resizable area of the credit approvals area.
• Added: new pages to the approvals screen for adding/editing price restrictions, as well as one for approving documents in which price restrictions were violated.
• Added: permissions that control the visibility of each of the 3 pages on the approvals screen.
• Changed: the refresh button on the credit approvals tab has been moved to match the new price approvals tab.
• Added: the price approvals page now has a list that shows all sales order lines that need to be approved. The user can review information about why the items in question need approval, including information about the part and what salesman created the document.
• Added: the user can now mass-approve price violations. This will automatically allow the salesperson to finalize the document.
• Added: the user can now mass-reject price violations. This will keep the salesperson from finalizing the document, and they will be made aware that the request has been denied.
• Added: support for searching through historical price approval requests that were approved or denied.
• Added: a shared 'price violation/approval information' dialog that will be shared between any documents that have price violations. This dialog shows the current approval status of the item, as well as detailed information on why the approval is required. In addition, the user can choose the reason why the price has deviated (from a fixed list), as well as filling out a more detailed explanation (optional).
• Fixed: the user can no longer approve/reject price violations on closed/voided documents.
• Added: there is now a checkbox that allows the user to control whether they see price approvals/rejections for closed/voided documents. These finalized items are shown with a different background color.
• Added: document type column to pricing approval screen, so the user can tell the difference between quotes and invoices at a glance.
• Added: the price control page can now be used to add/edit/view price rules that apply to documents at the current store. The user can view rules that apply to their store directly as well as global rules.
• Added: on the price control page, the user can now define a comma separated list of allowed price violation 'reasons' that can be chosen from on the document screens.
• Added: the price control page now locks down global rules if the user only has store-level permission for editing rules.
• Added: a Configure Document Exemptions button, which opens the configure sales order document types dialog and is permissioned by the corresponding Configuration permission.
• Added: the price approval screen now filters approvable documents down to the items with the same inventory store that the user is logged into.
• Added: the user can now see the reason and explanation of the price approval request in the approvals list.
• Fixed: minor issue with the order of document lines in the list.
• Added: when the user goes to reject one or more approval requests, they are now presented with a popup that asks for an (optional) reason and explanation, which is visible to the salesman. The popup allows the user to apply one reason to all item(s) being rejected, for fast mass-rejections.

Common Resources

• Changed: the attachment dialog has been modified to facilitate more types of attachments.
• The following changes have been made to the shared print tags dialog:
• Fixed: if the dialog or lists are resized, that will be remembered.
• Added: tag # column to the lists of items to print tags for.
• Added: quantity to print column to the location list (the serial # list still always prints 1 per serial)
• Changed: Sold, Returned, Transferred, and Consumed serial #'s no longer show up to be printed.
• Changed: the "print one per quantity" checkbox has been removed and there are now buttons that will automatically set all item's quantity to print either to 1 or to the current quantity on hand at that location.
• Changed: the location list no longer shows locations for serialized parts, and if there are no entries in the location list, it is hidden. This simplifies the process for printing serialized tags.
• Added: (case 7429) the argument passed to the tag report has changed so that each item can have an individual quantity to print.
• Fixed: a possible crash when launching a tree report dialog.

Core Management

• Added: integration to new tag printing format.

Credit Approval

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.

Crystal Reports Extension

• Fixed: an issue where date parameters with no default value might cause an error when previewing or printing.

Customer

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Added: both addresses and alternate addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Fixed: an issue with overactive change detection in an unreleased change.

Database

• Added: (case 15807) an index to the scansession table that should make looking up sessions when logging into the scanner faster.
• Added: (case 15807) an index to the inventoryserial table that should make looking up serials on the salesorders screen a bit faster.
• Removed: vehiclemodel.teardownid, which is no longer used.
• Added: a primary key to the vehicle model table.
• Removed: some databases still had the teardown and teardowninventorytype tables, which are unused.
• Removed: several unnecessary indices on the interchange table.
• Added: a new index on the interchange table that should make loading/sorting search results faster on the interchange screen.
• Changed: recurring invoices must now be open and can be cloned on the day they expire
• Fixed: (case 16107) a problem where generated recurring invoices were not being updated with the correct date.
• Fixed: (case 15819) an issue where transferring vehicles between stores was not updating the store or location on the vehicle record.
• Fixed: (case 15908) an issue where, if max % of price was filled out, an item's cost could drop below inventory.averagecost (only matters if statically allocated average costs is turned on).
• Removed: an old setting that is no longer used.
• Performance: (case 16372) the sales appraisal process is now much faster and has been rewritten to no longer use a temporary table.
• Added: sales appraisals now weight the fitness of a result based on how old it is, in addition to the other fitness metrics.
• Changed: sales appraisals now weight the fitness of sales with mismatched model/category with a value that is retrieved from settings, allowing more customization of sales appraisals.
• Added: sales appraisals now use a setting to control how many days into the past we will consider old sales. The default is 2 years.
• Performance: added an index to the model table which makes active model lookups by name faster in situations where a manufacturer is not specified (common on the interchange screen).
• Changed: as part of the interchange rewrite, all interchange notes have been combined into single, multiline entries.
• Fixed: a possible issue where inserting the first inventory record in the system could cause an error.
• Added: a "Vehicle Part" field to the transactionlist, which displays whether or not the part is attached to a vehicle record.
• Changed: the interchange table is now innodb so that we can roll back an entire transaction if there is any failure.
• Added: new interchange attachment table (interchangefile). This table is incompatible with the old interchange attachment system (interchangeattachment). If the user has any valuable data in there, they should contact ISoft for manual conversion.
• Changed: all 4 of the existing attachment tables (interchangefile, vehiclefile, customerfile, vendorfile) now have a single auto_increment primary key and have been switched to InnoDB.
• Added: 2 new permissions for the interchange screen. One allows opening the screen, the other controls adding/editing/deleting interchange records, notes, and attachments.
• Added: various filters and display fields to the Transaction List
• Fixed: add a query to make sure no one has inventory items where vehicle ID is 0
• Added: a column to the adjustmenttype table to determine if certain adjustment types should be included in "Gross Sales" on reports
• Added: zipcode.displaycode, which is a string, so it allows padding short zip codes with 0's, where appropriate.
• Removed: an unused function related to SAV transport.
• Fixed: (case 16739) a foreign key constraint on the report queue parameter table wasn't created correctly.
• Fixed: (case 16804) a rare issue where an inventory record could be replaced (instead of duplicated) when f_replicate_inventory was called. Now, any unexpected contingencies like this will instead return either 'Duplicate' or 'Error' instead of replacing the inventory record.
• Fixed: (case 16689) an issue where the vendor catalog inventory prices import would not work on any database using InnoDB version of inventory.
• Removed: (case 16956) a setting with a blank location
• Fixed: a bunch of misspelled setting names.
• Changed: (case 17055) serials at location variance should now correctly come out of the adjustment log when they get written down.
• Removed: serials of status Work In Progress no longer count as on hand.
• Added: (case 17081) all previous count operations now have their 'location' set correctly retroactively.
• Fixed: (case 16138) if a serial that is not on hand is moved, inventorylocations will no longer be updated.
• Added: some new permissions for the Approvals screen.
• Added: (case 17109) new tables for tracking price restrictions.
• Added: (case 17110) new tables and fields for SOs to track price approval status.
• Added: (case 11565) there are now tables for scheduling reports to be run and either saved into a directory, emailed to a recipient, or printed out of a network printer.
• Changed: the price level field on the pricerestriction table no longer has core price levels. Instead, there is a 'core' column which dictates whether the price level applies to a core charge or not.
• Added: unique index to price approvals so that there can only be one approval/denial per document line and price combination.
• Added: since the salesorderline table now has more transactionalized price levels than it did before, these values have been retroactively set for all historical document lines. This may not be 100% accurate, but it should be better than having 0 for all those prices.
• Added: function f_calculate_price_acceptability. This function takes necessary information about a salesorder/workorder line and returns whether it is in violation or not. In addition, it will return information regarding whether there are any approvals or rejections that match.
• Added: function f_calculate_price_acceptability_reason. This function returns human readable reasoning for why a particular price is in violation of the price control rules. It can optionally include 'warnings' in addition to violations.
• Added: function f_adjust_price_approval. This function is called when the the price approvals system is going to update a line to be approved or denied.
• Fixed: (case 17477) an issue where the salesperson value saved on the invoice could sometimes be saved as an invalid number when it was supposed to be NULL (None selected). This issue was not really visible to the user.
• Added: (case 17655) several user-suggested indices to speed up loading items onto the customer cores and returned cores tab of the core management screen.
• Fixed: an issue where documentlinelocation.location was longer than the location field in other tables.
• Added: inventorysetting now has a unique key on the fieldname column to prevent possible duplicates.
• Added: a setting to f_adjust_inventory that allows a yard to disable the code that statically allocates CoGS onto returned vehicle parts. This is useful at yards that want to use pure percent of price costing all the time. It is suggested that yards not change this setting as it keeps vehicles that have been written down from having their cost become unbalanced.
• Fixed: an issue where f_calculate_average_cost was incorrectly using average item cost instead of average core cost when calculating cost for inherent core charges on vehicle items.
• Changed: (case 17057) when an invoice that contains a vehicle item is either reopened or returned, the cost of the sale will now correctly be put onto the item for the next time it is sold. Previously, this only worked if a yard didn't allow inventory cost to override percent of price costing. Now, in such a case, the returned cost will be put into the cost field on the part. This will keep a secondary sale from recalculating a new percent of price cost and adding it to the previous cost. That issue was causing the cost to increase on returned parts in some scenarios. These changes will not have an effect on yards that do not allow the inventory cost field to override % of price costing.

Ebay Extension

• Fixed: (Case 15770) ITrack no longer attempts to insert duplicate ebaytemplate lines.
• Fixed: Default Template edit window now has fewer options, since they were moved to global config tab
• Added: (Case 14747) Shipping Service Options now work in global config!
• Fixed: (Case 15902)Company name is now listed if the customer name is blank
• Added: (Case 15639) Combo boxes now automcomplete and are searchable in the listing edit dialog, as well as global defaults
• Fixed: Default Listing Duration now correctly populates with default value if no user default value yet saved to the database.
• Fixed: (Case 15882) Shipping dimensions now correctly populate in the Edit Dialog when pulled from global config. This was only a display issue.
• Added: (Case 16007) Disabled editing of shipping dimensions in the edit dialog, since we don't want people having to change things every time.
• Added: (Case 16004) Disabled the shipping cost field when free shipping checkboxes are enabled.
• Fixed: (Case 16005) Shipping Service Options were not actually being deleted. They are now.
• Fixed: (Case 16006) Listing Duration has been expanded to be the same size as other dropdowns in the Global Config screen. Good Til' Cancelled was being cut off.
• Added: (Case 16009) Added Listing Duration methods, more to come.
• Fixed: a bug where the chosen date would be omitted from the results rather than included.
• Fixed: (Case 16037) Expanded the edit dialog to show the entirety of all dropdown values by default.
• Fixed: a bug where certain auctions may would not appear when limiting the auction list by date.
• Fixed: (Case 16102) Returns accepted and Listing Duration now pulled correctly from global config. This was only a display issue.
• Fixed: (Case 16116) Spacing improved, duplicate call removed
• Fixed: (16132) Weights and measures now pull to their correct fields.
• Added: (Case 14758) eBay listings can now be cancelled through itrack with a dialog to select cancellation reason.
• Fixed: eBay now updates based on date filters! (ebay requires we check at most 120 days total).
• Fixed: eBay updates are dramatically faster per listing.
• Fixed: (Case 16237) Enabled Motorcycle category mapping
• Fixed: (Case 16237) Enabled CategoryMappingAllowed from ebay to update the old category id to the current category id.

Home

• Added: (case 16871) estimate work orders can now be shown or hidden on the work order list.
• Added: the show closed and show estimate checkboxes now remember their last setting.

Interchange

• Added: the screen now gives more space to certain areas of the UI.
• Moved: the exact and inexact notes now have their own top-level edit fields that the user can view the notes more easily in.
• Added: the part type dropdown is now a typeable combo, allowing the user to quickly lookup part types by name with auto-complete support.
• Added: the manufacturer dropdown now properly loads all manufacturers that match the current part type as well as all vehicle models.
• Added: the model dropdown now has both part and vehicle models in it.
• Added: if the user chooses a model directly, the corresponding make/manufacturer will be selected.
• Fixed: issue where makes/vehicle models weren't displaying correctly. Also fixed an issue where part models wouldn't populate correctly based on just part type (all manufacturers).
• Added: the interchange search now works.
• Added: wildcard support for make/model/interchange #/sub interchange #.
• Added: fixed sorting to the results
• Added: pagination to the interchange search results. The number of items to show per page defaults to 200, but can be set per user.
• Added: distinct rows now load into the interchange group list for every inventory type #/interchange #/sub interchange # combination that matches the application rows.
• Added: selecting an item now highlights the corresponding items in the opposite list.
• Added: some more columns of information to the lists below.
• Added: support for popping up an interchange choice dialog.
• Added: interchange group search support.
• Changed: the interchange group and interchange application lists have been merged. I think this will make the screen more user friendly. Most of the screen has been rearranged based on this.
• Added: the application list now groups all similar entries into a single interchange group on the screen. The group is sorted together and shares a background color. Selecting one item in a group highlights all other items in that group.
• Added: "New group" and "new application" buttons below the interchange list.
• Fixed: several issues where the manufacturer/make and model dropdowns didn't have the right items in them.
• Added: if the user doubleclicks an interchange record when they are in application mode, the screen will 'drill down' and search for all applications that share that interchange number. If the user doubleclicks a record when they are in interchange # mode, the screen will 'drill down' and search for all applications with the same part type/make or manufacturer/model.
• Added: the screen now has a save button, change detection, and proper saving.
• Added: if the user changes anything that affects an entire group of interchange records, that change is automatically applied to all other records in the group whether they are currently visible or not.
• Added: attention icons for unsaved records as well as ones who are missing required fields.
• Added: the add group/add item buttons should now correctly add new items that will get their initial default values from the last search that has been performed.
• Added: the interchange detail page now properly handles shared exact and inexact interchange notes for each interchange group.
• Added: interchange notes now properly have change detection and save and load correctly.
• Added: all part type dropdowns now show the part type # at the end of their name. The user can use the auto-complete feature to lookup part types by number this way without disrupting the sorting of the items.
• Removed: the dedicated inventory type # field, since it is now part of the name field.
• Added: adding new interchange groups now works as expected.
• Added: changing pages of applications now properly sorts 'new' groups in.
• Added: if anything changes about an interchange group, the notes pane will now be refreshed to show correct notes.
• Added: if an interchange group is modified to overlap with an existing group that has notes, applications, or attachments, the user will be prompted to merge them or cancel. Merging these groups will make them one large group and the notes will be appended.
• Added: the user can now delete interchange records. When the last application is deleted from a group, group notes are also deleted, unless that group is 'inexact' (no sub interchange #). In the future, we will probably ask the user if they want to delete notes in this case.
• Added: putting a 2 digit year into either of the year fields will now expand out to a 4 digit year, based on windows locale settings.
• Added: attachments can now be saved and loaded for entire interchange groups.
• Fixed: an issue where the screen state wasn't set correctly when the screen was first loaded.
• Added: interchange groups now support 'inexact' attachments. If the "Exact" checkbox for an attachment is unchecked, that attachment will be associated with all inexact interchange groups as well.
• Added: merging interchange groups now merges attachments.
• Added: the application list now shows a side and allows editing of it.
• Added: support for permissions. The 'Can open screen' permission controls whether the user can open the screen and the 'Can Edit' permission controls whether the user can add/edit/delete interchange information.
• Added: support for being shown on the parts/search screens.
• Added: support for year range searches, which can be done from the part search screen.
• Added: the apply button is no longer usable when the user doesn't have permission to edit interchange.
• Added: (case 16604) the interchange detail page/pop-up now has a sales/inventory totals area. This area shows QoH, QA, quantity sold (last year and last 5 years), total revenue (last year and last 5 years) for each store. If the user expands a store, the information is further grouped by category at that store.
• Fixed: an issue where unsaved attachment changes would persist between searches.
• Added: if the user performs a new search with unsaved changes, they are now prompted to save those changes before continuing.

Inventory Overview

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.

IT SQL Framework

• Fixed: A bug where closing an active transaction on an ITMySQLConnection when host.ini's connection logging was turned off (logfile=) would result in a crash.
• Fixed: an issue where an error would occur during connection (though it would not be shown to the user). This was causing a small delay on every launch of ITrack. Also, connecting via named pipe should work correctly now.
• Changed: query logging code is a bit cleaner. Also, when queries are logged, the user can now tell which queries were sent together as a single query group.
• Fixed: an issue where queries ending in a semicolon and linebreak could cause 'empty' queries to be added to the queries the pipe sent.

IT MySQL Connection

• Fixed: A bug where SSL could be set as required and the connection would not fail when the encryption step failed. Now setting SSL active will generate an error when it fails to gain a cypher.
• Fixed: an issue where errors that happened during StoreMultiple were not being reported in any way (so long as the syntax of the entire query string was correct). Now, if any part of the query set fails, the entire thing fails and it stops grabbing results. This may cause false-positives in some situations where 1/10 queries is allowed to fail, but since each ITSQLResult cannot report the error of an individual query, I think this is the best we can do for now.

Master

• Fixed: an issue where pages weren't resizing properly in the options dialog.
• Fixed: an issue where the initial size of the options dialog wasn't being restored correctly, causing pages to be resized strangely.
• Added: any options page can now send a message to the options dialog to initiate a close operation as though the user had hit OK.
• Changed: (case 17194) we disabled some of the COM timeouts in the application, as this seems to make exporting reports from the crystal reports previewer not show erroneous 'server busy' messages.

Parts

• Fixed: an issue where the vehicle make and model might not display correctly when a the user loaded a stock # onto a new part.
• Changed: all the dropdowns now become readonly instead of invalid when the user doesn't have permission or other situations where the fields cannot be edited. Readonly dropdowns are easier to read and interact with.
• Removed: parts were only partially inheriting the status of the vehicle whose stock # was loaded onto the part. Because it wasn't working right, it has been disabled for now until we figure out if its something that should be added back in.
• Performance: loading vehicles should now be slightly faster and run fewer queries.
• Performance: (case 15807) if the user was loading many inventory records from a specific location (common when doing inventory adjustments or from searches that were grouped by location) this process will be as much as 99% faster on large databases.
• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: the transaction list page now limits the description, notes, extra, and locations fields to 250 characters for faster retrieval of results.
• Changed: (case 16534) the choose interchange popup has been changed to be more like the new interchange screen.
• Added: hitting enter or doubleclicking an interchange option in the interchange popup now sends that item back to the screen. Also, the previously selected option will be automatically selected when the user shows the dialog again.
• Added: (case 10449) the transaction list on the history tab can now be sorted by newest transactions first or oldest transactions first. The default is newest first, to match the home screen.
• Added: integration to new tag printing format.
• Added: inventory.oemnumber is now an available option for building default aftermarket part tag #'s.
• Fixed: (case 17055) serials with status Lost and Found no longer count as serials that are on hand.
• Added: (case 17091) mis-matched side will no longer cause the interchange popup to not select the correct interchange application.
• Changed: (case 17091) as per user request, if a part already has a side filled out, choosing an interchange application will no longer set the side of the part.
• Fixed: an issue where the message text field didn't allow the user to enter newlines.

Part Configuration

• Changed: when the user types in a year when editing a model, the year will automatically be changed from 2 digit to 4 digit years, using the windows defaults.
• Added: when model names get symbols stripped out, the \ character was being skipped. This didn't match the model import process which stripped this character out.
• Added: part type messages can now be marked as important.
• Fixed: an issue where new messages were not getting a date created.
• Fixed: the messages dialog now remembers its last location.

Print Queue

• Added: this new server module allows scheduling database reports to be printed, emailed, or saved to a folder on any schedule the user wants. Contact ISoft for setting this feature up.

Purchase Orders

• Fixed: an issue where switching source store of a saved TO was not correctly deleting existing items, causing their allocations to not get properly released.
• Removed: (case 16987) the store dropdowns on saved TOs are no longer editable. If a user wants to change the source or destination of a saved TO, they should start a new document.
• Changed: all the pop-up messages when saving a TO have been updated to be clearer and have more obvious choices and cleaner wording.
• Fixed: an issue where the Print Transfer Order checkbox was not correctly saving its last value between closing and reopening the screen.
• Added: the print pick list checkbox now remembers its value between closing and reopening the screen.
• Added: (case 17182) part category is now loaded with the inventory items on the PO and TO tabs so that part type messages can be category specific.

Report Viewer

• Fixed: (case 15785) an issue where key choice parameters were displaying the incorrect value as soon as the user chose a value.
• Fixed: (case 15785) an issue where date, time, and date/time fields would display default values in a different format than the user's windows setting for date/time format. This was leading to those fields losing their default value.
• Fixed: (case 16029) entering a date before 1970 will no longer cause date-time pickers in the list to throw an error message that the user cannot clear. The user should now be able to enter any date back to 1601 (limited by the windows date time controls).
• Added: (case 16246) if the EDocuments extension is not loaded, the report viewer will attempt to continue using dynamic report parameters anyway. This could lead to database errors for some more complex reports, but it should be very rare. If the EDocuments extension could not be found during dynamic report processing, the status bar will now show a warning.
• Fixed: reports now show in alphabetical order.
• Fixed: (case 17162) if the report viewer screen was closed while a report preview was being built, or the user previewed a different report altogether, a crystal error would sometimes appear and it would occasionally keep the report viewer from previewing new reports. Now, we attempt to cancel the current preview and the user must wait for this cancellation process before closing the screen.
• Fixed: an issue where date parameters might sometimes not display correctly.
• Added: the report queue tab now works with the new report queue fields. Also, we now display notes and error message on the screen.

Reports

Billing

• Fixed: an issue with the middle subreport (Activity or Billing, whichever option is in use) listing documents from all stores even when not using centralized billing. This would rarely come up because 1) most companies use centralized billing & 2) even when doing per store billing, a customer would have to have documents from multiple stores in the date range for the issue to occur. The balance at the bottom would still be the store balance, but the documents in the middle would be different.

GL Sales Activity

• Added: optimization, tidy, reorder, and addition of a reference to what line on the so the entry comes from.

Inventory Count Sheet

• Changed: cleaned up the report, gave more room for quantities
• Changed: set '*' as the default for the compare parameter.

Inventory Summary

• Fixed: manufacturer grouping
• Added: core cost
• Added: a vendor group by option
• Fixed: The calculate average cost function now looks at inventory.inventorytypeid instead of inventorytype.inventorytypeid just in case the join to inventorytype doesn't happen. Updated the #non-vehicle unit and #unknown sections of the union to run average cost through the calculate average cost function.

Label

• Change: the report now has only one parameter, updated query.

Label Location

• Added: more dynamic resizing of text based on string length

Logo Tag

• Change: gave the report the last several updates to Tag, so they now match again except for the Logo
• Change: the report now has only one parameter, updated query.

Pick List

• Fixed: cleaned up the report and query, made it look presentable.
• Fixed: picked and needed columns, which were wrong.
• Fixed: tidied the report. It was ugly.

Picking Label

• Fixed: cleared out margins, adding resizing rules for location text below the barcode.
• Fixed: copied the existing LabelPicking report fields onto a copy of Label.rpt and renamed it so it will print correctly. Crystal is weird about odd-sized reports.

Purchase Order

• Changed: "phone" in shipping area to "shipphone".
• Fixed: set PO to order lineitems by rank. Any adjustments will print after standard lineitems.

Purchase Order Posting Report

• Fixed: report now sorts in the same order as the screen.

Purchase Order Receiving List

• Added: serials.
• Fixed: grouping, it now groups by PO Line.

Purchase Totals By Destination

• Removed

Sales By Category

• Fixed: restructured the report, cleaned it up.

Sales By Counterperson

• Added: updated adder to be dynamic/neater.

Sales By Inventory Type

• Removed: excel mode
• Added: quantity totals
• Added: distinct inventory type totals
• Added: options for seeing only adjustments or only non-inventory/misc. Previously, you could see adjustments and non-inventory/misc when you entered 0 for all types, but I thought it would be good for users to be able to isolate them if they choose.

Sales By State

• Added: a country parameter and country grouping, minor report cleanup.

Sales By Tax Item

• Added: a setting to suppress the accounting sections, default False
• Changed: renamed the Non-Sales column header (etc...) when there is only one non-sale adjustment type
• Changed: The report is now landscape
• Added: a column for nonsales
• Added: a column for nontaxable sales
• Added: an accounting footer to each section
• Added: a setting to treat taxable 0.00% as non-taxable (will show 0.00 in the taxable column)
• Fixed: regular taxable lineitems weren't caring about quantity
• Fixed: Replaced a bad taxable formula

Sales By Tax Item And City

• Fixed: just a quick fix, removing references to the {?excelmode} parameter.

Sales Order 11in

• Added: a new setting to show ta item name instead of the word "Tax" at the bottom of the report.
• Fixed: memo fields now actually hide if the setting is turned on
• Fixed: saving space on the invoice to prevent it from breaking onto a second page as frequently as it does (suppressing empty sections, etc...), adding 2 new functions to customize where invoicememos show up to potentially save even more real estate.

Sales Order Return

• Added: updated the report to include negative adjustments if desired
• Added: gave the ability to exclude core returns.
• Changed: Replaced partnumber column with tagnumber.

Sales By Inventory Type

• Removed: adjustments when the report is filtered by parttype. So now they only show when typeid is 0.

Tag

• Added: the 'Tag: flag cores' setting to optionally display 'CORE' in the top right when the part is a core.
• Change: the report now has only one parameter, updated query.

Teardown

• Changed: Moved Page Header A content to Page Header B and Page Footer. Suppress Page Header B on pages after the 1st page.

Top Customer Types Trending

• Added: A new insights trending report and adder, very similar to the one that looks at customers.
• Added: 'Week' as a group option, making sure the pie graph doesn't get cut off, CASTing the list of ids as CHAR because it decided at some point to behave like a memo field instead of a string, changed date formats in the top right corner.

Top Customers

• Added: Solution for getting the same (summary) information you'd find in some of the Trending reports, but in list form with no upper limit on seeing the top X.

Top Customers Trending

• Fixed: a parameter issue in the key and pie subreports. It was not narrowing down by store. All Stores (0) still worked as expected.
• Changed: the report orientation, made the bottom graphs more prominent since that is what the reports are about.

Top Part Type Age Trending

• Added: black average line and bar as long as topx > 1. This took some additional coloring rules in the line graph.

Top Part Type Sales Trending

• Changed: the report orientation, made the bottom graphs more prominent since that is what the reports are about.
• Fixed: a mislabled parameter in the comment header. Wouldn't affect anything, but... tidy.
• Added: New insight report.

Top Part Types

• Added: Solution for getting the same (summary) information you'd find in some of the Trending reports, but in list form with no upper limit on seeing the top X.

Top Salespeople Trending

• Added: New insight report.

Unmoved Inventory

• Added: a new parameter that allows you to pick whether you want to view the report by vendor or by inventory.dateentered.

Vehicle Type Profitability

• Removed: This report has been replaced by Vehicle Value Analysis.

Vehicle Value Analysis

• Performance: indexes, removing superfluous join for performance.

Work Order Internal

• Removed: Job ID field.
• Fixed: The year in the customerunit subreport was printing out in "2,015" format instead of "2015" format.

Work Orders

• Complete redesign of this report.

Sales Orders

• Fixed: (case 16316) an issue where an error would be thrown during SAV shipping quoting if the description of an item on a document was so long that the total URL length exceeded 2048 characters. Now, only the first 100 characters of the description are sent to solve this.
• Added: both billing and shipping addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Fixed: (case 16947) an issue where loading a SO with an inactive tax item might not display the tax item correctly. This only happened if it was the second SO with this tax item loaded since the screen was opened.
• Performance: opening the SO screen should now be slightly faster, as a query for the store list has been eliminated.
• Fixed: (case 16964) an issue where the 'assign sequential id' checkbox for salesorder documents was always showing as unchecked and would not save changes.
• Fixed: the trucknumber field no longer accepts more than 20 characters. Entering long truck numbers before had the ability to cause database errors or for the end of the number to be chopped off.
• Added: (case 17055) when an inventory adjustment writes a serial # down, its status is now set to Lost instead of Sold.
• Fixed: (case 17055) serials of status Found can no longer be sold until they have been brought on hand by an inventory adjustment.
• Added: (case 17182) part category is now loaded with the inventory items on the screen so that part type messages can be category specific.
• Performance: many optimizations have been made to the loading process of SOs. In tests of a large SO (500 items), load time was decreased by as much as 35%.
• Performance: many optimizations have been made to the refresh process of SOs. In tests of a large SO (500 items), refresh time was decreased by as much as 50%.
• Added: (case 17110) the configure->SO documents popup now has a column for setting which document types allow 'price restrictions' (and therefore price approvals). To maintain backwards compatibility, all document types default to having this unchecked.
• Fixed: an unreleased bug where the default date when opening the screen was the lowest date the windows date/time picker supported.
• Changed: return lines and job lines no longer check the database for the price the customer should be charged, as these items calculate price differently.
• Added: (case 17110) the "!$" icon in the price field that previously would show up when a lineitem had a price of $0 has been split into a "?$" (warning) icon and a "!$" (error) icon. These are now used when the price on the document violates price restrictions. This applies only to document types where price verification is enabled.
• Fixed: an issue where, if the document type was switched to Inventory Adjustment (or any other write-down document), prices would remain at non-zero values. Now, prices are correctly set to $0 when switching to inventory adjustment document type.
• Added: when items are loaded (new or saved items) or the document is refreshed, the 'Price Verification' status is refreshed for all items.
• Changed: price is now bold, as it is an important field and should stand out.
• Added: every salesorder line now remembers the value of various price levels from inventory when the item is saved. This won't be updated after the SO is closed, as those fields are for historical reference.
• Added: when parts are loaded onto a SO, when item prices are changed, or when the document is refreshed, every item has its price acceptability refreshed. This is a new quality that uses the price control rules defined on the approvals screen to decide if a price on a SO is in need of approval or not, as well as retrieving the status of that approval.
• Added: the price column is now colorized based on whether that item's price is in need of approval, has price warnings, has been approved, or has been rejected. There are also icons that correspond to these states and tooltips if the user hovers over them.
• Added: if the user doubleclicks on a price icon (or in the price field when it has an error or warnings), a pop-up will appear that tells the user how the item has violated the price rules (allowing them to more easily come into compliance).
• Added: right-clicking in the item list now gives the user the option to view the detailed explanation of why price rules were violated as well.
• Added: a SO cannot be finalized if any items have outstanding price violations.
• Added: the user is warned on each save if any items have outstanding price violations or warnings.
• Added: a SO that affects inventory cannot be saved if any items have outstanding price violations and the following setting is set to True: "Sales Orders"->"Prohibit price violations on open invoices". This defaults to False to more closely follow the credit approval system.
• Performance: saving a SO previously was running a query for each item if accounting was turned on (to verify that each item had a valid GL category and context that had accounting set up for it). Now, all items are checked in one query, making this much faster for large SOs.
• Fixed: an issue with get price control status on an item that wasn't yet saved.
• Added: support for the 'price violation/approval information' dialog that is shared from the approvals screen. This dialog allows the user to view approval status, detail information on why the approval is required. In addition, t he user can choose the reason why the price has deviated (from a fixed list), as well as filling out a more detailed explanation (optional).
• Added: when the user goes to save an invoice, if any items have a price violation, a dialog pops up that allows them to choose a reason (and an optional explanation) for the approval request. The user can click next to go through all items with no reason, or apply a single reason to all items with an approval request.
• Added: the price violation pop-up now shows the reason and explanation for the approval being rejected.

Search

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: (case 16534) the choose interchange popup has been changed to be more like the new interchange screen.
• Added: hitting enter or doubleclicking an interchange option in the interchange popup now sends that item back to the screen. Also, the previously selected option will be automatically selected when the user shows the dialog again.
• Removed: the buttons for interchange notes as well as the button for interchange attachments, since these are all now available in the main interchange information popup dialog.
• Added: interchange attachments are now working correctly in the attachments info pane on part search.
• Added: integration to new tag printing format.

Vendor

• Fixed: (Case 15681) Type field for vendors is now supported up to 50 characters in the database and has support for autocomplete.
• Added: both addresses and alternate addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Changed: (case 16869) when adding/editing a vendor price or purchase class that is store-specific, the user can edit the class name even when a store is selected.
• Fixed: an issue where editing price classes was not correctly renaming the price class in the dropdown on the vendor screen.
• Added: if a price class has all its multipliers set to 0 it will now be deleted automatically on save. This should give the user the ability to remove store-specific overrides to the default template on store specific price classes.
• Fixed: a database error that could occur when creating new store-specific price classes.

Vehicles

• Fixed: a crash that would occur if the user double clicked in the list but not on an item. case 15886
• Fixed: an issue where the bid/teardown totals wouldn't refresh correctly if prices were filled out with autopricing.
• Fixed: an issue where assembly manufacturer and assembly model would cascade into the 'actual' manufacturer/model (or vice versa) but the value would be removed when the user tabbed into the field.
• Fixed: an issue where manufacturer/model wouldn't be cleared if the user switched part types but assembly info would.
• Fixed: changing part types after manufacturer/model are already filled out will attempt to reselect that information under the new part type.
• Added: part type, manufacturer, model, assembly manufacturer, assembly model, and category now all have auto-suggest support (typeable dropdowns).
• Changed: part type now lists type # last so that the user can still search by #, but part types are sorted alphabetically.
• Fixed: a possible crash that could be caused by switching part types on an existing item.
• Added: integration to new tag printing format.
• Changed: unreceived quantity on POs marked as "Done Receiving" will no longer show up as a projected purchase cost.
• Fixed: an issue where component parts might not correctly copy the vehicle's year/make/model/vin/body style. Now, on save, this information will be updated on all parts on the teardown.
• Fixed: (case 16930) an issue where changing the inventory GL category of a vehicle might not correctly cascade down to all component teardown inventory items when the user confirmed that they wanted that to happen.
• Removed: (case 16749) Create copy Teardown and Create New Teardown are now both disabled when a teardown is selected (since a vehicle can only have a single teardown).

Warehouse Management

• Added: (case 16546) manually adding an item to a manual count should no longer be restricted to just items with a status of A or H and no longer be restricted to items with a quantity at a countable location.
• Added: (case 17081) manual count jobs now correctly set the new 'location' and 'date created' fields.
• Changed: (case 17081) when a count is done on a location and no parts are scanned, the count job will now still show the location the count was performed at.

Work Orders

• Fixed: a bug where a part selected on the search screen would not properly load onto the work order. (case 16081)
• Fixed: a bug where lookups by manufacturer code based lookups/hot items wouldn't work. (case 16082)
• Added: Red close button to the parts list. case 15872
• Added: Confirmation dialog when removing a part.
• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: spacing and sizing of controls on the WO screen tabs to fit the look and feel of other screens.