ITrack/Enterprise/Changelog Version 17

Release 17.0

Highlights

• Inventory Overview: General improvements to make reordering easier. Namely, more accurate totals, as well as including special orders that need to be purchased.
• Accounting: changing purchase order adjustments when quantity on hand is 0 or work orders that have a 0 quantity for a master part now show warnings/errors to the user because cost changes cannot be absorbed if quantity on hand is 0.
• Purchase Orders: added the ability to quickly set a single location for receiving everything on a PO posting. This facilitates recieving a PO into a specific staging location or shelf.
• Login: user passwords now use a different, higher-security encryption. The next time a user changes their password, it will be written in the new mode. Every user login attempt is also logged for monitoring for unathorized access. There is also now a password recovery button if the user forgets their password and they have a recovery email on their account.
• Billing: the report viewer now has a mass-mailing page where certain reports (including billing) can be run en-masse for all customers, and can directly email billing or other reports to customers' email addresses.
• Lists: default coloring in lists now makes readonly cells look more like other readonly controls. Also, alternating line colors alternate between a greyish green and white instead of grey and white. This is more like ledger paper and makes white/black/grey text easier to read.
• Sales Orders: whether inherent cores and/or dirty core exchanges are taxable is now based on the selected tax item.
• Documents: Templates for part descriptions on documents can now be modified with a setting.

General

• Fixed: an issue where sometimes list control cell tooltips for particularly large sets of data would show trash data at the end and/or take a long time to appear.
• Added: lists that allow the user to hide columns now remember which columns were hidden when the screen is reopened.
• Fixed: (case 25625) the user can no longer put characters into attachment filenames that windows does not allow in filenames "/ \ * : < > | ?"
• Fixed: (case 25625) if you double-click on an attachment that happens to have invalid characters in it, those characters are replaced with an underscore so that the file can be viewed.
• Fixed: (case 25930) an issue where typing into auto-complete dropdowns might not select the right items if the user found an item using the middle of a word or a different case.
• Changed: readonly list control cells now default to having a grey background with black text instead of grey text on white background.
• Changed: default color alternation in lists now alternates between a greyish green and white instead of grey and white. This will make black/white/grey text easier to ready against the cell background, and makes readonly cells easier to identify (grey background).
• Added: support for ctrl + A to select all text in a multi-line edit, which is (apparently) disabled in windows.
• Fixed: (case 26631) exporting a list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

Accounting

• Fixed: (case 25654) the accounting rebuild functionality on the accounting screen had sort of fallen into disrepair. It now seems to work correctly again.

Core Management

• Fixed: (case 26631) exporting a customer core list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

CrystalReportsExtension

• Fixed: (case 25757) an issue where reports whose type is different than its printer type would cause the user to have to choose a printer every time they printed, despite checking 'remember selection'.
• Added: support for passing title, email body, email from address, attachment name, and notes from a print request to the report queue table.
• Added: support for printing in 'silent mode', where no popups are shown to the user (no report or printer disambiguation popups). This is used for the new mass-printing feature.

Customer

• Added: (case 25425) the customer screen now allows a user to explicitly choose no default invoice terms. The screen still warns the user if no terms are selected though.
• Changed: the email address for the customer billing address has been moved to the billing address area to make it more clear that it goes with customer billing.
• Added: last bill date and preferred bill delivery method. The first tracks the last time the customer has been sent a bill through the new mail merge tool. The second controls whether a customer wishes to get bills emailed, printed, or both. If an email address is entered, this will default to EMail.
• Changed: the unapplied payments list on the customer screen now shows payments that are applied to voided invoices, which are considered unapplied in billing and other calculations. This should make the customer screen agree with other AR sections of ITrack.

Database

• Added: (case 24889) 3 new permissions that control whether the user can access the 3 pages on the manage warehouse screen.
• Added: (case 21162) entries to inventorysetting for the dimensions of the inventory record (length, width, height).
• Added: (case 25530) purchaseorderhistory.receivinglocation, which is a per-posting location to receive all quantity into on that posting.
• Added: (case 25695) inventoryserialhistory.documentpostingid, which tracks which PO posting a serial was received on, if any. This has been retroactively set to the first posting on any particular historical PO.
• Fixed: (case 25729) a bug where hold quantities at locations were not being calculated correctly for documents that didn't affect inventory.
• Added: transaction list filter and display fields for Vehicle Received Date.
• Changed: the user table has been renamed to useraccount, and the old table has been replaced with a view for backwards compatibility.
• Added: the new useraccount table now supports the newer password format of PBKDF2. This is to add security to the system, also because the mysql PASSWORD function is being deprecated in the future.
• Added: support for logging every user login attempt (successful or failed) along with timestamp and the reason for failure. This also adds support for logging attempts to override permissions. This will be used soon for overriding permissions on documents that are in locked periods.
• Added: table userpasswordhistory, which tracks all user password changes. This will be used in the future for implementing password change restrictions and password age requirements.
• Changed: most remaining myisam tables have now been converted to innodb to help avoid remaining deadlocks. Users should not experience many changes from this engine switch, as most high-traffic tables were converted awhile ago.
• Added: (case 25384) emailed scheduled reports can now have an overridden email body, 'from' address (for email replies going back to specific address), and attachment name (for naming the report pdf attachment).
• Fixed: a documentsearchfield with the wrong fieldtype, causing it propagate in searches when it wasn't asked for.
• Removed: (case 26202) several fields from the purchaseorderlinehistory table that are no longer used.
• Added: (case 25389) the right-click graphing template has been updated to facilitate line types.
• Fixed: (case 25864) an issue where quotes/hold orders that expired overnight would recalculate holds at inventory locations, but not on the inventory record itself, which could cause the search screen to show the item as still on hold.
• Added: Transaction List fields for Inventory Ext. Avg. Cost and Inventory Ext. Retail
• Added: (case 26152) new table: reportmassmailtemplate, which stores various fields about performing mass-mail operations on reports.
• Added: the report table now has a key to the reportmassmailtemplate table, so that many reports can use the same mass-mail template.
• Added: reportparameter now has fields for mass mail features.
• Added: customer now has fields for last bill date and preferred bill delivery method.
• Changed: customer account limit has the same precision of other financial numbers now.
• Added: (case 23573) there are now taxitem fields for taxing inherent cores as well as taxing dirty core exchanges.
• Added: (Case 26447) Make salesorder.purchaseordernumber a text field in the transactionlist.
• Added: (Case 26446) Add inventorylocation field to dispaly to Transaction List.
• Removed: the ability for customers to have messages as part of being sent to interbranch transfers, as that is not currently possible.
• Added: (case 26479) the billing report now has a mass mailing template that shows the same recipients that the standard billing report would print out. In addition, it shows columns that are useful in considering the billing reports to be sent out, based on the input dates.
• Added: (case 26479) there is now a mass mailing template for the outstanding core report. This allows the user to print/email a report to all customers that have outstanding cores.
• Fixed: f_customer_aging now correctly considers payments on open documents as applied (rather than unapplied payments). This allows the balance figures on the customer screen to match the billing report printouts.

Deliveries

• Fixed: (case 26631) exporting the picking list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

EbayExtension

• Added (Case 15869): Added a user permission for cancelling ebay auctions.
• Fixed: (Case 25462) ATV categories are now selected for in ebay when the motorcycle radio is selected.
• Fixed: invoiceId is now set appropriately to 0 when it's pulled in.
• Fixed: (Case 25307) Ebay image URLs will now be exported as https instead of http.
• Added: (Case 25522) Implemented Or Best Offer listings.
• Fixed: PayPal Immediate Pay now sets the api flags correctly.

EDocuments

• Added: support for new functions in the EDocument language, including IF, IFEMPTY, CONCAT, REMOVE (see the wiki page for description/syntax)
• Fixed: an issue where text before and after a function call might throw off a subfunction's invokation.
• Fixed: an issue where function arguments of ' ' or " " were not working. This was breaking some uses of the TRIM function.
• Fixed: an issue where the last part of an argument might be lost if it did not end in whitespace.
• Fixed: a couple issues where we'd sometimes replace only half of a function name.
• Fixed: an issue where multiple pieces of whitespace in function arguments might throw off argument order in functions.

GlobalSettingsExtension

• Added: the setting value and default are now multi-line edits. This makes editing large, complex settings easier.
• Added: support for opening customers from the mass mail area.
• Fixed: changing street address in the configure->Stores dialog now properly copies to the remittance area if the auto-copy checkbox is checked.

Graphing

• Updated: the current graph template.js has been updated with Zach's current template.

Inventory Overview

• Added: (case 458) the inventory list now has a weight column.
• Added: (case 458) a totals footer to the inventory list, which shows grand totals regarding the currently loaded information. This includes total order quantity, total current order weight, and total current order cost.
• Fixed: the vendor list now correctly shows special order items in the projected order totals. Also, renamed some of the totals columns to be more explicit in their purpose.
• Added: if the user reloads information, the currently selected vendor and inventory item will be properly reselected.
• Fixed: the currently selected inventory filter now affects the suggested order totals in the vendor list.
• Added: (case 13598) support for a part type # and part type name column to the inventory list.
• Added: if the user hides a column in the inventory worksheet, the system remembers that when they close the screen. This makes it so that the user can filter their list down to just the columns they care about.
• Fixed: (case 25634) the inventory overview screen now once again correctly loads whether the user wants to search any particular store.
• Fixed: (case 26631) exporting the inventory list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.
• Changed: (case 26952) the inventory overview screen now has checkboxes for whether suggested orders should include stocked inventory and/or on demand inventory (special order/obsolete). This allows the screen to accommodate users who are attempting to do only stock orders vs hot orders.

ITSQLFramework

• Added: query results now supply calling queries with the 'data type' of each result column.
• Changed: (case 26631) exporting a query result to CSV now correctly escapes quotes with another set of quotes.

Login

• Added: transaction support to saving user modifications.
• Added: when the user successfully or unsuccessfully logs in, a row is logged with the access attempt.
• Added: support for newer, higher security passwords as well as setting a password recovery email, which is used in password recovery attempts.
• Added: forgot password button to the login dialog.
• Added: newly created users are now in a special state where that user is prompted to enter a first password and recovery email in the first login. This way, administrators do not need to set new user passwords.
• Added: current status of users to the configure->users dialog.
• Added: information about why a user is locked/deactivated. This information is shown to the user if they attempt to login while the account is locked or deactivated.
• Fixed: an issue where checking and unchecking the "Hide inactive/locked accounts" might cause the user list to look strangely.
• Added: icon to the send recovery code button.
• Fixed: an admin can now properly set another user's password if the security settings allow it.
• Added: if the user performs the password recovery process and sends an email, we now attempt to use a command line emailer to send off the message if the database emailer is not present.
• Added: wait cursor as part of saving users in the configure->users popup.
• Fixed: (case 26968) an issue where saving users in the configure->users popup was taking a really long time to save, especially for large numbers of user accounts.

Locations

• Fixed: a minor issue where copying locations might not give them unique names in some situations.

Part Configuration

• Fixed: a crash when closing this screen.

Parts

• Added: (case 21162) shipping length/width/height fields on the part info page.
• Changed: the weight on part info no longer allows negative values. Also, the weight can now go up to 6 digits of precision.
• Fixed: (case 25717) an issue where cost ratio values were not properly loading from the assembly breakdown template onto the breakdown.

Purchase Orders

• Added: (case 1439) purchase orders and transfer order lines now look at a store setting for what the default lineitem description should be.
• Removed: (case 25381) the 'send' checkbox and the transmission method dropdown has been removed, as the electronic submission system is not used and the fax solution can be performed through advanced print operations.
• Added: (case 6509) there is now an attention icon displayed on any items where there are new or modified adjustments but quantity on hand of the part will be 0. This is because there will be no stock to absorb the cost change.
• Changed: all the warning/error message boxes when saving a PO now have more descriptive button text.
• Added: (case 25530) support for a per-posting 'receiving location' that overrides the default receiving location for all inventory received on the current posting. If this gets used, all subsequent postings will DEFAULT to the same location, but it can be changed.
• Removed: the old right-click 'set mass receiving location' function as it has been superseded by the new receiving location override.
• Changed: (case 25695) received serials now remember which posting they were received on. The user cannot remove/modify any serials received on other postings. The location column now correctly shows only the locations of serials received on that particular posting.
• Fixed: (case 25695) a low-impact bug where serialized items, received on multiple postings, into different locations, would cause the locations on the inventory record to not match the location of the serials. This would get correct on the next time a part was saved.
• Changed: new serial #'s created on a PO now do not get a location until after the serials are marked as received so that the locations match the location specified on the posting it was received on.
• Changed: (case 26005) when an 'empty' PO is created to reserve a PO #, it is no longer initially void. This factors into the next item.
• Changed: (case 26005) if the user closes the PO screen when an empty PO is loaded, instead of automatically deleting that PO, the user is now asked whether they wish to delete that PO or leave it open.
• Added: clicking on the PO # box now has a 'Release PO#' option which will delete a PO if its empty (no lines, no adjustments, no postings, no vendor). This allows the user to explicitly remove POs they reserved but do not want anymore.
• Changed: POs now allow loading kits by default (the setting that is checked used to be off by default). Loading a kit just quickly loads all child items on the PO.
• Changed: (case 18101) loading a part template now adds both the master item and its children to a PO or TO.
• Fixed: an issue where transfer orders might not load a kit or template correctly if no source store was selected.
• Fixed: (case 27078) an issue where standard parts and vehicles did not allow adjustments if the inventory was not on hand. However, it is possible and desirable to add adjustments to vehicles before they have been received.
• Fixed: an issue where the user could not delete a PO line if there were unsaved adjustments on it (the user was incorrectly notified that the line had saved adjustments).

QuickBooks

• Added: (case 24123) there is now an account name in the exported gl entries list.

Reports

Billing Statement

• Fixed: (case 25913) customers with credit balances due to UnappliedPayments being excluded
• Added: (case 25913) a setting to include/exclude customers with credit balance, include by default
• Added: (case 25953) Customer company and name below the tearoff at the bottom
• Changed: (case 25953) moved billing memo above the tearoff at the bottom
• Changed: (case 23756) how the logo is retrieved for improved performance

Customer Address Label

• Added: (case 25961) a new setting to show/hide customerid

Customer Address Label 5160

• Added: (case 25961) a new setting to show/hide customerid

External Work Order

• Added: (case 24596) a new setting that determines how the job worker names are formatted. By default, it shows firstname, but you can also select lastname, firstname and lastname, or username.
• Added: (case 25546) additional rules for when labor detail rows can show

GL Entries By GL Account

• Added: (case 23700) a setting to allow first X digits of the account number grouping to the GL Account summary level. 0 by default, which hides the extra group.

Inventory By Location

• Changed: (case 21511) tidied and improved the report, standardized the location parameter to use wildcards like similar report parameters in other reports do
• Added: (case 21511) part type column and parameter

Label 5160

• Added: (case 25961) a new inventory label that prints on Avery 5160 labels

Location Label 5160

• Added: (case 25961) a new location label report that prints on Avery 5160 labels

Outstanding Cores

• Added: (case 26136) a new report that prints out summaries of outstanding cores by customer and customer address. There are several related settings for customization.
• Changed: (case 26136) made title text bigger on one of the header option
• Changed: (case 26136) filtered by price so 0.00 charge cores are not included
• Added: (case 26136) a new setting that limits which inventorytypeids are included. 0 (all) by default.
• Added: (case 26136) inventorytypeidlist include setting (and hidden parameter)
• Added: (case 26136) wildcard supported lookup filter

Purchase Order Receiving List

• Added: (case 24683) a store level setting to hide lines that have zero expected quantity, default false

Return Labels 5160

• Added: (case 25961) a new report that prints return address labels on Avery labels

Sales By GL Category

• Added: (case 25156) two new parameters, gl category and gl department

Sales By Sales Region

• Fixed: (case 25233) changed report to report on Sales By Sales Region, as the name indicates, instead of Default Salesperson, which it was actually doing

Sales By Store Region

• Fixed: (case 25233) changed report to report on Sales By Store Region, as the name indicates, instead of Default Store, which it was actually doing
• Fixed: (case 26323) Store Regions now reference regions instead of stores.

Sales Order 11in

• Added: (case 24596) a new setting that determines how the salesperson, counterperson, and job worker names - if applicable - are formatted. By default, it shows firstname, but you can also select lastname, firstname and lastname, or username.
• Fixed: (case 24596) job parts will use lookup if it is supposed to use description but description is blank
• Changed: (case 25546) tidied job lines
• Added: (case 25546) additional rules for when labor detail rows can show
• Added: (case 26543) ability to handle multiple tax lines

Tag

• Added: (case 26166) SKU below the tearoff, hidden by default, shows based on a setting.

Teardown

• Added: (case 24720) existing inventory records attached to the vehicle.

Transfer Order

• Fixed: (case 26345) margins

Vehicle Spec Sheet

• Fixed: (case 26342) an issue where ?'s in typedata or typelabel fields for the vehicle whole unit would cause an error

Report Viewer

• Added: (case 26152) a new "Mass-Mail" page. This page allows the user to select certain reports to email or print for various recipients. This is similar to mail merge tools. The first application for this tool is sending billing to customers either through email or print. More reports will be added to this area in the future. If you'd like to see a report added to the mail merge area, let us know.
• Fixed: an issue where hidden report parameters that pass 'id' into the report were not loading the default parameter id correctly.

Sales Orders

• Added: (case 25425) the terms dropdown now allows a user to explicitly choose no terms (empty entry). The screen warns the user if they're saving a SO that affects inventory and no terms are selected.
• Added: (case 1439) sales order lines now look at a store setting for what the default lineitem description should be.
• Changed: the edit item dialog now has a larger space for the serial # list, and it remembers column order and width.
• Added: (case 25891) all sales order save operations are now performed inside of a single database transaction. This should fix issues where a salesorder is partially finalized but not completely (such as accounting failed or inventory wasn't adjusted).
• Changed: the 'post save' sales order function (f_salesorder_saved) is now performed BEFORE salesorder accounting so that things could happen during that operation that affect accounting.
• Added: (case 18101) loading a part template now adds both the master item and its children to the document.
• Fixed: (case 25930) a bug where finding an adjustment type by typing into the adjustment type dropdown might not correctly check the 'taxable' and 'subtotal adjustment' checkboxes.
• Changed: (case 25930) the user can no longer manually adjust the 'subtotal adjustment' checkbox on adjustments on a SO.
• Fixed: an issue where the shipping method dropdown on SOs was not in the correct order.
• Added: (case 23573) configure->Tax Items popup now allows the user to specify (per taxitem) whether inherent cores will be taxable and/or dirty core exchanges will be taxable.
• Changed: the configure->Document->Tax Items popup has been redone to be easier to manage. This dialog now allows the user add/edit/delete tax items without going into another popup. This dialog now closer follows the configure->terms and configure->shipping methods dialogs.
• Changed: configure->Document->Terms now remembers whether fields should be blank (instead of 0). Also, which fields are readonly is based on what fields are filled out to make it easier to manage.
• Fixed: a minor issue where the first 'empty row' in the list after loading a document would allow the user to change the taxable and hold checkboxes, but not subsequent empty rows.
• Added: inherent core lines and dirty core exchanges now default their taxable checkbox based on the currently selected tax item. In addition, changing tax items automatically checks or unchecks the taxable checkbox for all inherent and dirty cores based on the newly selected tax item.
• Fixed: dirty core exchanges no longer highlight the manufacturer lookup.
• Fixed: (case 26548) an issue where customer messages set to "On Customer Added to Invoice" would not display on the invoice (though ones that were "Display Everywhere" were working correctly).

Search

• Added: (case 25532) a button on part search to search cores on HeavyTruckParts.net

Transaction List

• Fixed: the result list now correctly lets the user save and re-run saved graph templates.
• Fixed: (case 26631) exporting the results to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

Vehicles

• Fixed: an issue where the break even graph would be blank when loading a vehicle from search and the screen was closed.
• Fixed: (case 25917) an issue where using the default location for a new vehicle would not correctly save the location id in the database.

Vendor

• Removed: (case 25381) the default PO transmission method dropdown has been removed since the PO screen doesn't have a transmission method dropdown anymore.

Warehouse Management

• Added: (case 24889) 3 new permissions that control whether the user can access (and what stores appear in the dropdowns of) the 3 pages on the manage warehouse screen.

Work Orders

• Added: (case 1439) work order lines now look at a store setting for what the default lineitem description should be.
• Added: (case 6509) there is now an attention icon if the master part creates 0 quantity (repair/rebuild order) and the item has no quantity on hand. This is because inventory with 0 QoH cannot absorb changes to cost. This causes a warning on save and error on finalization.
• Fixed: (case 25793) an issue where loading a master part that was serialized at one store but not at another might not load the serials correctly.
• Fixed: an issue where, if the user edited a non-serialized master part and hit cancel, an incorrect 'no serial chosen' icon would be displayed.
• Changed: when the user added a serialized master part, the user could not edit the serial # immediately. The user had to hit ok then edit serials later.
• Fixed: (case 25948) job parts now always get a gl context set, even if accounting is turned off.
• Fixed: (case 25816) is issue where launching the choose serial # dialog from the edit item dialog would cause an application crash.
• Added: (case 18101) loading a part template now adds both the master item and its children to the document.
• Fixed: a bug where kits and templates would never load their collection components onto the job part list. Now, kits simply load their component items onto the document (similar to POs and TOs). Templates load the parent item and all component items (similar to SOs, POs, and TOs).
• Changed: the tax checkbox on inherent core charges and dirty core exchanges is now based on the currently selected tax item, similar to the SO screen.