ITrack/Enterprise/Changelog 2010-07

2010-07-29

WorkOrders

• Fixed: an issue where loading an external WO after loading an internal WO could cause the master parts on the internal WO to 'move' to the external WO.

2010-07-27

Common Resources

• Fixed: incompatibility with new files.

CreditApproval

• Removed: some explicit index usage in the main query. These were added at some point to make the query faster, but those same indices were found to slow down certain other views (the queries inside v_quote and v_invoice).

Customer

• Changed: the invoices list is now displayed in a tree control. This should eliminate any lingering sorting issues where child items (payments and adjustments) weren't staying beneath the appropriate parents (invoices). This should resolve bug 1543.
• Added: there is now a user setting: Customer->Sales page: Automatically expand all invoices. It defaults to true. If the user sets this to False, when they view invoices on this tab, there will be a small [+] next to invoices with payment/adjustment history, but the user will have to click it to view that detail (hidden by default).
• Fixed: some unnecessary flickering on resize.
• Fixed: reduced flickering when resizing the screen.

Database Updates

• Fixed: f_inventory_last_usage_cost and f_inventory_last_usage_price now have a decimal(10,2) return value instead of a string return. This helps when searching by these fields on the search screen.
• Fixed: renamed a couple of inventory settings' display names to be less ambiguous (make and model are not vehicle make and vehicle model).
• Added: new permission for replicating inventory (as per bug 1508).
• Added: new view v_quote. This view returns all salesorders that are open and all closed salesorders that didn't affect inventory (everything that v_invoice doesn't return). This view returns several calculated fields that are useful, like expired.
• Changed: v_openquote now selects from v_quote based on closed and expired.
• Changed: some indices on the SO table have been modified to make the v_quote view faster in general.

ITSQLFramework

• Added: made some changes to the way databsae functions are called. This will break compatibility with the old version of the extensions (full re-release necessary).

Master

• Added: support for drag and drop in list controls across all modules.

Parts

• Fixed: the links tab wasn't resizing properly (bug 1542).
• Added: store-level setting "Default quantity for new misc parts" (along with 2 more for aftermarket and standard parts). This allows stores to control what quantity appears by default in the quantity field on new parts being entered on the parts screen.
• Fixed: switching stock categories now correctly changes the available quantity if the QOH changes.
• Added: the screen now only allows the user to replicate inventory to stores the user has access to under the new permission: 'Parts'->'Can replicate parts'. (See bug 1508)
• Removed: the "Opt-in to beta/testing features" check that suppressed the breakdown button for most users. This means that this feature is now generally accessible. Send all feedback on this system to ISoft Data.

Payment Entry

• Fixed: if gl accounting was off, the user received an error telling them to configure some accounting figures.

SalesOrders

• Fixed: sales order adjustments now properly save their 'date' field. Initially, it is the date the adjustment was added. When the SO is finalized, the adjustment's date will be the same as the date the SO was finalized.
• Fixed: reduced flickering when resizing the screen.
• Fixed: the override credit approval dialogs are suppressed if the user is voiding the document.

Search

• Fixed: previously, searching any field by range (such as searching "Location" and "Location Through") assumed that the values were numbers, which messed up searching non-numeric fields by range. (bug 1525).
• Added: search now uses 'alpha-num' comparison to decide which item is the smaller when searching things by range. That way, if you search: "Location":"D-1", "Location Through":"A-2", the system will realize that the "A-2" is smaller and put it first (as the bottom of the range).
• Added: several info panes have been modified to make sales order history more clear. The Allocations, Sales/Usage, and Quotes/Estimates panes no longer overlap. Allocations shows all open, unexpired documents that are holding quantity (invoices or quotes). The Sales/Usage pane only shows closed SOs and WOs that consumed stock/affected inventory. The quotes/estimates pane shows all other documents, which would be all open documents that aren't allocating stock, and all closed quotes and estimates (quote/estimate history was not visible on search before).
• Added: the vehicle info pane options have the above modifications, but now they also have new options for viewing the Sales/Usage or Quotes/Estimates history for the whole unit only, or all items on the vehicle.
• Fixed: doing range searches on the vehicle search tab now works even when non-number columns are searched. (bug 1525)
• Fixed: searching vehicles by Q&A works correctly again.
• Fixed: searching vehicles by the whole unit flex fields works correctly again.

Vehicles

• Fixed: a crash when hitting cancel on the browse for file dialog for adding images.

WorkOrders

• Added: there is now a print job button underneath the job list. For now, this button doesn't do anything, but soon it will allow the user to print a report for just the currently selected job.
• Fixed: the CCC notes area now resizes slightly smaller to accomodate the buttons above them.
• Fixed: the job totals in the job list now stay up to date as parts, labor, prices, and quantities change. (bug 1555).
• Fixed: if the user sets a job to have a fixed labor price, that fixed price will now stay when the user reopens the job dialog (bug 1555).

2010-07-14

Search

• Fixed: vendor code searches were joining the vendor table onto the search twice, causing a database error (bug 1527).
• Fixed: several search preferences weren't being considered when building part searches (such as the interchange search options and the "use availability info" option). (bug 1524)
• Fixed: database error caused by searching for fields stored in tables other than inventory (such as stock #, or part type name).

2010-07-13

Customer

• Fixed a minor issue with the payments button where loading the dialog could end up taking a very long time.

Home

• Added: each page is now set up to do delayed-load. This way, each page is only loaded into memory when the user first visits it. This makes opening the screen faster and lowers load on the database.

Vendor

• Fixed: vendor's screen is now compatible with new shared resources dll.

2010-07-12

Common Resources

• Added: standardized email dialog function calls.
• Added: 'attach images' checkbox to the dialog allowing the user to easily disable the feature where images are attached to the email (depending on email method).
• Added: screens that use the email dialog can now specify some attributes that start as unchecked (making it so that they are available, but not in emails by default).
• Fixed: the email dialog now correctly shows field name instead of field value in the list on the left.

Customer

• Added: all lists on the sales history tab now remember the user's last column order and configuration.
• Added: all dates in the list now use the user's windows locale date format.
• Fixed: issue where invoices weren't sorted in the correct order.
• Added: user setting to remember whether to hide the lineitems list by default or not.
• Fixed: when the user opens a payment, the correct payment method will be selected in the dropdown, even if the user's allowed payment method list has been changed to disallow that payment method (bug 1503).

CustomerList

• Fixed: a query error that could occur if the user assessed finance charges with no stores selected.

Database Updates

• Added: the gl department field is now optional in the job template table, as we don't require all users to utilize this feature.
• Fixed: an issue where, if a SN had been transferred on 2 transfer orders (in sequence) and the SN was marked received on both TOs (but the TOs weren't actually done receiving), the SN could remain in an 'On Hold' or 'In Transit' state indefinitely.
• Added: `public` flag to all attachment tables (bug 1496).

ITMySQLConnection_d

• Removed: locking around a certain connection function that kept query cancelling from working (like on the search screen).

Master

• Fixed: a rare crash when opening screens.

PartConfiguration

• Added: each page is now set up to do delayed-load. This way, each page is only loaded into memory when the user first visits it. This makes opening the screen faster and lowers load on the database.

Parts

• Fixed: a crash that could occur if new components were added to a collection and the part was saved (and not closed). All the following changes apply to the new Breakdown dialog on parts:
• dozens of interface improvements and additions.
• Important columns in the list are now bolded.
• There is now a 'create' checkbox. All checked components will be created by the breakdown operation. Unchecked items are ignored in costing calculations.
• Quantity to create is now taken into account when calculating cost per item. Added a total cost column.
• Added a couple buttons to quickly select or deselect all currently visible components.
• Assemblies attached to a vehicle can now always have their total dispersal cost changed.
• Beginning a breakdown now starts with no components checked but with a disperse quantity of 1.
• The dialog now warns the user if the entire cost is not allocated or if a breakdown involves no parts.
• The retail price costing mode is now implemented.
• If an integral component is marked for removal, all parts will be marked for removal and the assembly will get set at a disperse quantity of 1 if it was 0.
• Added: the breakdown dialog now formulates a request object that gets sent to the WO screen when the user hits ok on the breakdown dialog.
• Fixed: default image directories now use ITrack Enterprise rather than ITrack Pro defaults.
• Added: advanced assembly breakdown mode to the assembly breakdown dialog. When this is checked, the WO generated for the breakdown is opened on the WO screen (unfinalized) instead of finalizing automatically in the background.
• Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.

PurchaseOrders

• Added: the POs/TOs tabs now only load 'on-demand'. This means that if the user opens the screen, the first page will be loaded, but the TOs tab won't be loaded into memory until the user visits that page. This makes opening the screen faster, and lowers unnecessary database load.
• Fixed: purchase orders page now properly sizes initially.

SalesOrders

• Fixed: Display issue where pennies were incorrect.
• Removed: manual drag + drop enabling (AfxOLEInit) because it is done by ITrack.exe now.

Search

• Fixed: Searches with 0 results now show up in logged searches (when enabled).
• Fixed: by user request, hitting enter on dropdowns 'confirms' the closest match to the current entry (and does not perform a search). If the user hits enter on a dropdown when its dropdown box is not visible, a search will be performed. This means that typing 'DE' in the manufacturer dropdown and hitting enter would select "DETROIT" and close the dropdown. A subsequent enter keystroke will perform a search.
• Added: Smart Search is now recorded in a reasonable way in the search logging system.
• Fixed: the email button now works with the new vehicles email functionality.
• Fixed: an error where the cancel button on the search in progress message box wouldn't do anything. The following changes represent an extensive rewrite of the search screen's 'back-end' to make the screen load faster, operate faster, and search faster.
• Removed: vehicles page. It seems evident that the whole units tab is a sufficient replacement and we aren't going to need it. Its removal makes the file smaller, and execution slightly faster.
• Added: Central document object shared between all pages. It contains all data that is shared between tabs. It also does most of the initializing for the data used by the screen. This way, every page can be loaded 'on-demand', meaning that each page is only loaded when the user visits it. This cut average search screen load times from 3-3.5 seconds down to 2 seconds during tests, this represents nearly a 50% speed improvement during loading.
• Fixed: many queries and data accesses have been combined between tabs into the Search Document loading. This has reduced overall number of queries run on initialization.
• Removed: all references to the derelict 'Vehicles page'. It seems that we have pretty fully moved to whole units as the new vehicles and this page and its handling code were taking up memory space.
• Removed: the old 3 'vehicle flex field' options on the search defaults page. These were leftovers from the old vehicles search page and didn't have all the appropriate options in them. Now, there are 4 vehicle flex fields that correspond to the flex fields on the whole units page (and are filled with those options).
• Moved: user preferences for part/search maximum result count and warning count have been moved to the user settings in the database instead of the ini file.
• Fixed: there was an issue where searching by a flex option that required a join wasn't utilizing those joins in the query. This was because the necessary join string wasn't being populated in the SearchOption structure. I noticed this issue due to an error report on the error reporting database.
• Removed: references to the old 'interchange search' saving system in EE (a holdover from pro) because the current search logging system should be a superset of that functionality. This should slightly speed up all searches and when the user sends results to any screen.
• Fixed: the way that vehicle part searches are done has been standardized so that they will return the same results no matter if its done from the vehicles screen or the vehicle search tab.
• Added: performance increase: if the user has chosen to count pictures (for parts or vehicles), this step is not performed until the first search. This makes loading the screen faster, though the first search may take slightly longer.
• Changed: renamed the Quotes/Estimates and Sales/Usage infopane options to be more self-explanatory and standard between vehicles and parts.
• Added: the Quotes/Estimates and Sales/Usage infopane options for vehicles now show all parts on the vehicle (including the vehicle itself).
• Added: there is now an Allocations infopane option for vehicles, which shows documents allocating the whole unit.
• Added: all dates in the info pane results are now displayed in the user's windows date format (and sorted accordingly).
• Added: Appraisal functionality. Works on Parts and Vehicles (vehicles that use special inventorytype #s won't be searched correctly!). Not having a valid configuration for AppraisalExtension.dll will result in the button being clickable one time. On fail-click, a message box pops up describing the issue, and then the button disappears. Per Bug #883.
• Fixed: Whole Unit searches weren't clearing on a new search.
• Fixed: issue where deleting and adding an image to a vehicle at the same time could cause the newly added image to not be added (bug 1506).
• Fixed: flex searches now work correctly when another screen initiates it (such as tag # search initiated by the parts screen).

Vehicles

• Replaced: the old email method has been removed and replaced with a global function on vehicles. This means a vehicle can easily be emailed from anywhere in the software, even if it isn't loaded on the vehicles screen. This required rewriting much of the email functionality on vehicles.
• Added: many more fields are getting exported to the vehicle email operation. (bug 966)
• Added: the user is prompted to save the current vehicle before emailing it.
• Fixed: before, if the user saved a vehicle without clearing it, the user might still be prompted to save it again later.
• Fixed: hitting the view button on the advanced page now works in more cases.
• Fixed: if you choose to 'view' a new image on a vehicle, the image file is now written to the temporary files directory instead of the windows directory.
• Changed: the buttons have been rearranged to group similar functions together better.
• Added: there is now an email vehicle button and a print spec sheet button in the bottom left corner. These allow the user to easily email the vehicle info, or print a spec sheet for the currently loaded vehicle.
• Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.

WorkOrders

• Removed: old 'fixed job price' checkbox on the job dialog.
• Fixed: resized items on the job dialog to fit in better.
• Added: new button: 'scale prices' located above the parts list. This button is designed to replace the functionality of the fixed job price feature. Instead of fixing the job price at a certain value, the user can now simply 'scale' the prices of all the parts on the current job (or the entire WO) so that the total matches a certain value. This was requested in bug 735.
• Added: scale item prices dialog that pops up when the user hits the scale prices button mentioned above. From this dialog, the user is asked: 1. if they want to change the prices of all parts on either the current job or the entire WO 2. if the want to scale items prices based one their current price or their cost 3. which total they want to specify a fixed value for. The options are: current job parts total, current job total, WO parts total, WO subtotal (before tax). 4. And finally, they are allowed to input a money value representing the total they wish the WO or job to have.
• Added: assemblies added to assembly breakdown WOs now have their cost override flag set so that the cost doesn't deviate from the specified value.
• Added: when assembly breakdown WOs are performed and the assembly item's QOH isn't changing, the assembly item on the WO is detached from the inventory record (like a non-stocked item) so that finalizing the WO won't affect QOH.
• Fixed: when the user uses the enter button to close the job dialog, all data is now saved (bug 1495).