ITrack/Enterprise/Changelog Version 2.0

All screens

• Added: all list controls now have a right click menu option that allows the user to send all items in the list to a graph. This feature requires the new graphing dll to be loaded.
• Added: the extension list has now been standardized. So, now every install should load every screen. Access to screens can still be determined with permissions.

Accounting

• Changed: (case 5376) the entries tab has been completely rewritten. It is now a useful area for searching through historical gl entries.
• Added: the gl entries tab is now paginated, default is 1000 items per page.
• Fixed: possible crash issue on the entries page.
• Fixed: an issue where the end date was limiting to the day before the selection.
• Fixed: (case 7813) a rare issue where gl account configurations might save -1 instead of NULL if the user left accounts blank. This could cause accounting issues on WOs for systems where GL accounting is turned on.

Customer

• Added: only active tax items are shown in the tax item drodpown. Also, the tax item dropdown is now an auto-complete dropdown which shows (by default) 1000 items at a time. This will make really large lists of tax items load much faster.
• Added: if a record is loaded with an inactive tax item, that tax item is temporarily added as an option to the dropdown, then removed when the screen is cleared. This will make historical documents work correctly even with deactivated tax items.
• Fixed: (case 7826) if the user did a smart search on the price contract page, then sent one (or multiple) results back to the customer screen, the sent parts would be ignored. Now, as many parts as the user wants can be returned from this search.

Crystal Reports

• Added: the critical section for printing reports has been expanded, in the hope that this will help prevent errors caused by multiple print jobs being launched at once.
• Fixed: (case 7353) an issue where hitting cancel on the disambiguation dialog would throw a 'no report chosen' error.

Common

• Fixed: the choose store dialog now greys out the 'select all' button when the user is only allowed to choose one item.
• Changed: the choose store dialog is now slightly larger to facilitate larger prompts.
• Added: new UI for creating and modifying Sell Price Classes located at Configure > Inventory > Sell Price Classes.
• Added: if an ITError or ITErrorReport are 'thrown' ITrack now reasonably catches and reports these exceptions using the error reporting dialog.

Database

• Fixed: f_adjust_inventory no longer incorrectly inserts a 'roundoff error' row into costdiscrepancy for every valid adjustment to average core cost. However, averagecorecost was being recalculated correctly, so no corrective action is needed.
• Added: if f_adjust_inventory is called for manual inventory adjustments, inventory status is not changed.
• Added: (case 2835) there is new permission that controls whether the user can use the configure sell price classes dialog. This permission automatically inherits from whether the user can configure document types.
• Added: (case 7597) there is now an 'active' column for taxitems.
• Removed: several triggers on the insert or update of the location table. These triggers were keeping tables that referenced location up to date (keeping location and locationid synchronized). However, firing a trigger for each row was found to be slow, so now f_location_refresh runs a single query per table to update any related tables.
• Added: (case 7600) there is now a permission for disallowing users to change the location delimiter string in the configure->locations dialog. This permission is auto-granted to anyone with the ability to modify locations.
• Added: a couple indices related to locations that should make some queries faster.
• Fixed: a database warning in f_refresh_inventory caused by passing FALSE instead of 'False' to f_get_setting.
• Added: f_refresh_inventory now manually updates inventory, vehicle, inventoryserial, inventorylocation, and documentlinelocation to keep location and locationid synched with the location table. This is much faster than firing triggers for each modified row in location.
• Added: the vehicle and inventoryserial tables now have a locationid column. Previously, they only stored a location name. Adding a locationid allows us to more easily have vehicles and serials 'follow' modifications/renamings that happen to their locations. The database script will run f_location_refresh once after making this change, which should set vehicle.locationid and inventoryserial.locationid automatically for all valid locations.
• Added: Function changes and additions that cause vehicles to have their receiveddate set when a PO is done receiving.
• Added: Three new search modules that will search documents in the system and return any items on those documents. To use, they need to be passed "[storeid]-[documentid]"

Graphing

• Added: A new page for working with the graphing configuration of a database.
• Added: A dialog for choosing which fields should be involved in a join.
• Note: Builder and Results pages are not set up to work with the schema changes currently.
• Added: Support for parsing 'range' filter values.
• Added: A Database folder. This contains the new schema as I understand it, and will require few if any changes to work correctly once the rest of the screen work is done.
• Added: Creator page now actually saves values appropriately
• Fixed: Type guessing for the creator now works pretty much as one would expect it to.
• Updated: Graphing objects once again reflect the database they come from.

Home

• Added: (case 7760) the WOs total column now includes tax. Also, the total is now displayed in locale format.

Inventory Overview

• Changed: the prompt that the user sees when they do a multi-branch order is now slightly clearer regarding the choice of a destination store.

GL Accounting

• Fixed (case 7617): an issue where finalizing or voiding a SO could cause a crash in some circumstances.
• Fixed: an issue where payments on multiple invoices wouldn't perform their accounting correctly when the associated invoice was saved.

Parts

• Changed: most of the message boxes on the parts screen have been updated to be more concise, use clearer language, and always show an icon.
• Changed: most pop-up message boxes on the parts screen have had their button text modified to make the user's choices clearer (instead of always showing ok/cancel or yes/no).
• Added: (case 4380) if the user adjusts the quantity of a part down to 0, a pop-up appears asking them if they'd like to mark the part's status as S or D.
• Added: if the user changes the quantity of a part through manual adjustment, we now call f_adjust_inventory to change the quantity in inventory. This is important because it allows the system to recalculate inventory value across remaining inventory stock, as well as dump any missing value into costdiscrepancy (which could happen from roundoff error, as well as the total loss of inventory value when quantity reaches 0).
• Added: inventory serials now store a locationid as well as a location name, this change makes it so that the parts screen respects this new field and attempts to fill out locationid whenever possible.
• Fixed: (case 7716) changed the way the screen handles the user typing into the paging combo boxes to better handle and speed up part loads.
• Added: (case 4421) parts with a status of D or C no longer show up in the collections list on the links tab. Also, collections whose master part is status C or D only show up when the master part itself is loaded.

Purchase Orders

• Fixed: a rare crash related to tax items.
• Performance: lots of adjustments have been made to the way that items are loaded onto a PO, making this process much faster. The effects are greater for longer lists of items, but some large lists of items (75 or more) now load in a third of the time it took them before. The details of these changes are below.
• Removed: during mass-item loading, total recalculation is disabled for speed. Also, the process that recalculates stock availability is only done once, after all items are loaded.
• Added: several queries were be running for each line being loaded onto the PO, which could take a long time, especially on slow connections. The query that gets vehicle information has been eliminated, and the one that gets messages for displaying on the PO is only run if the item in question has messages to display. There was also up to 3 queries that could be run for each item to get vendor catalog information in one of several ways. These have been combined into just a single query that is run for each item on the PO.
• Performance: hitting receive all on large POs should now be much faster.
• Performance: voiding large POs should now be somewhat faster.

Sales Orders

• Fixed: a rare crash related to tax items.
• Added: the configure->Tax items dialog now has a column for 'active', which allows the user to deactivate unused taxitems.
• Fixed: the configure->tax items dialog now remembers its last size and position, and has a more reasonable default size.
• Added: (case 7597) only active tax items are loaded onto the screen.
• Added: (case 7598) the tax item dropdown is now an auto-complete dropdown which loads 1000 items by default. This means the user can type in the dropdown to filter to a specific result.
• Removed: the default checkbox is now hidden in the taxitem configuration dialog. This is because it wasn't affecting anything.
• Added: only active tax items are shown in the tax item drodpown. Also, the tax item dropdown is now an auto-complete dropdown which shows (by default) 1000 items at a time. This will make really large lists of tax items load much faster.
• Added: if a record is loaded with an inactive tax item, that tax item is temporarily added as an option to the dropdown, then removed when the screen is cleared. This will make historical documents work correctly even with deactivated tax items.
• Added: there is now a check on save to ensure that the user has chosen a valid tax item. Also, the system keeps them from saving a new document with an inactive tax item.
• Fixed: (case 7706) an issue where, if a user had both the 'edit closed invoices' and 'reopen closed invoices' permissions revoked, the 'Reopen invoice' option ceased to be locked down on a closed invoice.
• Fixed: (case 7706) the void SO checkbox was not greyed out correctly if the user didn't have the 'edit closed invoices' permission. However, the user couldn't actually void an invoice in this situation because they didn't have permission to save.
• Fixed: (case 7728) finalized invoices will no longer show any attention icons related to quantity at locations that the items were sold out of. Previously, looking at a finalized invoice might show 'insufficient quantity at location' in the attention column on a successfully finalized invoice.
• Fixed: (case 7745) an issue where multi-invoice payments would show the grand total of the payment instead of the invoice total of the payment.
• Fixed: a rare issue where a payment that had multiple payment lines that pointed at the same invoice might show the wrong total.

Vehicles

• Added: (case 7882) vehicles now store a locationid as well as a location name, this change makes it so that the vehicles screen saves the correct locationid for the current vehicle location.
• Added: (case 7882) when the user changes a vehicle location and cascades this change to parts, those parts' location id will now be set correctly. This is important for any yard that uses the LXW scanner software, since it relies on valid location ids.
• Added: (case 5417) vehicle taxability is controlled by a new global setting. This allows companies to configure whether vehicle whole units are taxable by default or not.

Location Management

• Fixed: an issue where unconfigured variance locations were causing a crash due to poorly handled exceptions. Now, this situation is reported to the user through a message box and execution continues.

Work Orders

• Fixed: an issue where, whenever a saved WO was loaded onto the screen, all inventory records would show availability of 0/0 until the user hit the refresh button, even when there was quantity on hand.
• Added: only active tax items are shown in the tax item drodpown. Also, the tax item dropdown is now an auto-complete dropdown which shows (by default) 1000 items at a time. This will make really large lists of tax items load much faster.
• Added: if a record is loaded with an inactive tax item, that tax item is temporarily added as an option to the dropdown, then removed when the screen is cleared. This will make historical documents work correctly even with deactivated tax items.
• Fixed: an issue where choosing the empty tax item wasn't working correctly.
• Fixed: (case 7812) an issue where, if part average cost changed between saves of an internal WO, it was possible for the master parts to have the wrong cost.
• Changed: to speed up loads, an unnecessary query has been removed (loading inventory for inventoryid -1).