ITrack/Enterprise/Changelog 2013-01

2013-01-18

Sales Orders

• Fixed: a database error that occurs when deleting a line off a sales order and then saving.

2013-01-17

Accounting

• Fixed a couple of interrelated bugs that could cause accounting to be done incorrectly.

Customer

• Fixed: a query error on the service tab.

Data Management

• Fixed: (case 5831) an issue where the issue dialog would show "Some data did not pass verification" even when everything went ok.

Database

• Changed: v_vehiclewholeunit to ignore status T whole units, which can exist if a vehicle gets transferred between stores.
• Fixed: standard parts will synch their vehicle information from the vehicle record for better use of the part modification screen and reporting.
• Added: the scanjobtype table now has a 'showforreview' column which controls whether ITrack will show those document types when the user chooses to review scan job history.
• Changed: the inventory detail scan job type is now marked as hidden with the new showforreview column, since it currently has no purpose in review.

General

• Added: the choose locations dialog will now allocate quantity that was 'on hold' previously if the calling code 'suggested' that location. This allows a user to send specific inventory locations to documents even if they are on hold.
• Added: the location allocation dialog now facilitates screens that wish to over-allocate locations. This is important when doing multi-branch purchase orders from the inventory overview screen.
• Fixed: (case 4263) an issue where inserting a location 'above' another location would cause a database error on save.
• Fixed: an issue where inserting locations 'above' would ignore the checkboxes on the right side and wouldn't check for duplicates correctly.
• Fixed: a couple of interrelated bugs that could cause accounting to be done incorrectly.
• Added: (case 5956) stores now have a web address field. There is a visit page button that takes the user to that page.

Inventory Overview

• Fixed: a crash that could happen when hitting the refresh button. I believe this would only happen when the refresh was very fast.

Locations

• Added: the choose locations dialog will now allocate quantity that was 'on hold' previously if the calling code 'suggested' that location. This allows a user to send specific inventory locations to documents even if they are on hold.
• Fixed: (case 4263) an issue where inserting a location 'above' another location would cause a database error on save.
• Fixed: an issue where inserting locations 'above' would ignore the checkboxes on the right side and wouldn't check for duplicates correctly.

Parts

• Fixed a bug where partnumber could be left at an invalid (non-zero but not-existing) value.
• Fixed: an issue where during save, if a part had been modified since the user opened it, the screen would not correctly reopen the part in question.
• Fixed: (case 6088) an issue where changing the location on the aftermarket tab wouldn't show that change on the other areas on the parts screen.
• Fixed: (case 4490) an issue where loading a vendor with no price class or purchase class might choose invalid values for several fields on the screen. Now, the previous values will be left if a purchase vendor is loaded with no purchase class or price class.

Purchase Order

• Fixed a bug where Transfer Orders could have their source store changed without updating the existing lineitems' locations.
• Fixed: an issue where the allocations list in the documents pane wasn't showing the store of the TO to be created when doing a multi-branch order.
• Added: (case 4403) as soon as the user saves a multi-branch order, the TOs that the system creates to route between stores will now have location allocations automatically. Its possible that these are over-allocations, or that the PO will end up receiving its stock into a different location, but this should make multi-branch POs slightly simpler.
• Fixed: (case 6130) an feature reversion issue where voiding POs would not reverse the PO's activity.

Report Viewer

• Added: support for reports that pass their parameters based on order, rather than name. This is a backwards compatibility change only. It will eventually be deprecated.
• Removed: a deprecated function (PrintReport) that has been superceeded by PrintReportAdvanced for awhile.
• Added: this extension now handles the work of initializing the report that will be printed. This takes some of the work off of the code that is printing.
• Fixed: an issue where page width and height were being swapped when printing some reports.
• Removed: the way printing was happening used an old (deprecated) printing method which has been removed.

Sales Order

• Changed: the way the search screen sends item locations to the screen has been modified slightly. This allows the user to add an item at a particular location to the invoice even if its already on hold.
• Changed: some tooltips have been modified to be clearer.
• Added: if the user sends a variance invoice from the manage warehouse tab, the items should now all be added with the correct locations, serial numbers, and quantities set.
• Removed: if a variance document is selected, when a customer is loaded, prices are not adjusted to that customer's default price.
• Added: if document type is switched, items are refreshed, so that, if a variance document is selected or deselected, price editability will update.
• Changed: the popup that asks the user whether they'd like to start a backorder is clearer and more concise.
• Fixed: (case 5921) an issue where voiding payments wouldn't work when voiding the invoice.
• Fixed: an issue where back orders wouldn't have any location allocations initially.
• Fixed: (case 3761) a messy issue with backorders where, if a save failed during back order creation, the invoice might get its quantity dropped a second time. Now, the backorder will simply be lost, but the invoice that created it will not be affected.
• Fixed: (case 4836) an issue where, if the user reopened a back order document after it has been finalized, it would create a new backorder when it was re-finalized.
• Added: (case 4225) by user request, backorders now inherit the internal and external notes from the original document.
• Added: Support for new common resources build.
• Added: support for the new 'lock document change' flag. Essentially, if the user loads an existing document whose document type is locked, they cannot change the document type.
• Added: if the user begins an inventory adjustment document, if the document type is marked as 'lock document type' the user won't be able to change document type, even though the document isn't saved.
• Added: the configure-> Sales order document types dialog now allows the user to change the 'requires signature' and 'lock document type' options. Also, the dialog is slightly larger by default for easier reading.
• Fixed: (case 6179) fixed an issue where kit items weren't loading onto the screen correctly.
• Changed: if GL Accounting is turned off, the user can return job items when performing a return invoice. This is not allowed when accounting is turned on because a new GL context will be required. Users with accounting turned on should credit a job using an adjustment for now.
• Fixed: an issue where job items were showing the 'non-stocked item' warning.
• Fixed: (case 6341) an issue where deleting sales order lines could cause a query error on save due to the existence of triggers that recalculate delivery status.
• Added: sales order documents now have a 'lock document change' flag that make it so that any saved document of that type cannot have its document type changed.
• Changed: the name of the automatically created variance adjustment document has been renamed to "Inventory Adjustment" and it is now set to lock document changes.

Search

• Fixed a bug where changing a store's code could easily cause query errors.
• Added: the location field in the availability column has been modified to show the correct location when the user does a location grouped search.
• Removed: the column that only contained location has been removed, since it seemed redundant and confusing with the existing location area. However, if users prefer it in its own column, this can be reversed.
• Changed: the column tooltips for the part search results has been modified to be more accurate and clear.

Vehicles

• Fixed: the bid accepted dialog now shows the bid name and bid amount correctly.
• Fixed: an issue related to deleting and then adding a new teardown.
• Changed: (case 4100) the print button on the bids tab now sends more information to crystal reports, this allows for printing bids and lists of items that have been inventoried.
• Changed: when the vehicle is saved, the current bid or teardown doesn't have its empty items removed from it. This helps when printing, which often requires a save.
• Changed: all the places where the vehicle needs to be saved use a common message box now for consistency.
• Changed: (case 6089) the pop-up asking the user if they wish to split items with a side of Both into 2 items with sides of L and R has been removed by user request.

Warehouse Management

• Changed: standardized UI a little bit on the first 2 tabs.
• Added: variance management tab, for viewing and possibly adjusting outstanding lost and found inventory.
• Added: when the user hits the send to SO button, a special 'begin variance invoice' message is sent to the SO screen.
• Added: the variance management tab now sends quantities to SOs when starting a variance invoice. This allows for 'found' items now as well as lost items.
• Added: inventory variance results are now aggregated when they are loaded. This makes the data a bit easier to read.
• Added: when variance data is sent to a SO, it is grouped by inventory key, as only one row per non-serialized inventory record is loaded on the SO.
• Added: doubleclicking items in the variance list open them on the parts screen.
• Added: hitting enter in the variance list checks/unchecks all selected items.
• Fixed: average cost is now more accurate for vehicle items.
• Fixed: resource conflict.
• Removed: the combine checkbox, since Enterprise always combines now.
• Fixed: a couple query errors that would happen if the user showed scan types that hadn't been dealt with yet.
• Added: batch scan management tab now resizes to the user's resolution.
• Fixed: an issue where the footer on the batch scan management screen would show text in the wrong cells until the user resized a column.
• Added: the approve button is greyed out for document types that don't need approval.
• Fixed: an issue where switching the scan job type before hitting approve could cause issues.
• Added: the screen now only loads scan job types into the scan job type dropdown that are marked as being reviewable. This allows us to hide scan job types such as Inventory Detail.
• Changed: as per customer request, all references to Hiding scan jobs have been changed to 'Cancelling' scan jobs.
• Changed: as per customer request, the user can no longer 'Cancel' any job that has been previously approved/finalized.
• Changed: when the scan job management tab loads up, the user only sees open (non-finalized) jobs by default.
• Added: the user's column order and widths now save.
• Added: the impact column in the scan job list now populates for scan jobs of type inventory count with the total projected cost impact to variance/inventory.
• Fixed: (case 5352) an issue where inventory moves didn't show the source and destination locations in most situations.
• Fixed: (case 6273) renamed the Hidden column to Cancelled.

Work Orders

• Added: Support for new common resources build.
• Fixed a bug where voiding a work order could cause incorrect GL accounting to be performed, leading to export errors down the road.
• Fixed a bug where if the job parts list had an average price/cost of $0, attempting to price split it could do bad things to the workorder and job tables.