ITrack/Enterprise/Changelog Version 23

EE Change log version 23 REVISION 20664-20834 database version 2300

Highlights

• Significant redesign of the parts screen: better keyboard navigation support, more info on the first tab, labels show which fields have been modified, which are global between all stores, and which are required to save.
• Behind the scenes changes to make debugging remote crash dumps better. This should help us track down and solve more future crashes without detailed reproduction steps.
• Major cleanup on the part modification screen. Vehicle model management has been combined with part model management. Now, vehicles' models can be edited on the vehicle whole unit part types. This allows companies to have multiple model lists for different unit types. In addition, UI for managing model series has been implemented on the part models, and unused fields on inventory types have been removed to avoid confusion.
• Transfer orders can now have a source and destination of the same store, facilitating inventory 'move' documents within a store.
• Further improvement to document saving and error management during document saves.

Credit Card Processing

• Changed: the credit card configuration options page has been moved from the deprecated Edit->Options dialog to the Edit->Integrations->Credit Card Processing.

Crystal Reports Extension

• Changed: printer lists in the software are now displayed in alphabetical order.
• Fixed: an issue where printer handles were not being cleaned up.
• Added: (case 33904) support for report parameters of type 'SQL Clause'. These are not escaped before they are passed to Crystal reports, allowing certain reports to print correctly still.
• Added: support for SQL Clause option in the parameter type dropdown.

Customer

• Added: (case 33350) new permission for controlling choosing default customer terms.

Database

• Added: (case 33904) some report fixes to support printing reports where parameters are used directly as a query clause.
• Added: permission for changing customer default terms.
• Added: message contexts for displaying messages for customers, parts, and part types onto the WO screen.
• Removed: reference to an unused field in p_inventory_create_core_record.
• Fixed: the series table now has an auto-increment column and a unique key.
• Added: foreign key from model series to the series table.
• Changed: vehicle models have been merged into the inventory model list under the vehicle part type 9000. A view named vehiclemodel has been put in its place for backwards compatibility.
• Added: all whole unit part types now inherit their model list from part type 9000's models.
• Added: inventorytype now has an auto_increment primary key, and some cascading foreign keys for its typesetid and modelinventorytypeid.
• Added: unique index to glcategory.
• Changed: p_inventory_location_verify_quantity now deletes quantity 0 Variance locations on parts.

Master

• Added: support for application-wide messagebox callbacks to be set and invoked.
• Fixed: an issue where, if a computer was set up to capture crash dumps, but not transmit them, they were still transmitted.
• Fixed: an issue where, if crash dumps were set to "Full", they were adding in information that could cause them to appear to be corrupted.

MAS90Accounting

• Changed: how accounting errors are reported to be more specific and timely.

Parts

• Fixed: (case 34083) a crash that could occur when clicking on part type in the assembly component list if the current part type had been deactivated.
• Added: (case 27589) to edit any fields that are marked as 'global fields' the user has to have permission at all the stores the part is at. This means fields that are shared between each store the part is at requires access at all those stores.
• Added: description and notes fields now expand to consume more space.
• Changed: the locations list now consumes full width.
• Changed: the tag # field at the top of the screen has been renamed to "Lookup", just like the vehicles screen. A new Tag # field has been added to the part info page. This is to distinguish between the field that can always be modified to do a lookup and the field that a user must have permission to edit.
• Fixed: several issues where some fields were not locked down when the user loaded a part that they didn't have permission to edit.
• Added: all fields required to save now have bold labels.
• Added: all fields that are global now have underlined labels. This allows users to know when modifying values will affect the part at other stores.
• Added: all fields that have been modified since the part was loaded now display an asterisk (*) at the end of the label text. This helps the user know what has changed since the last save.
• Added: the part type and manufacturer dropdowns no longer have a separate edit box for their number or code. Now, that info is in the dropdown of the part type/manufacturer in the dropdown so that the user can use the auto-complete behavior to look up by name or number.
• Removed: the stock category radio buttons have been removed. Now, stock category is automatic, based on whether the part is replenishable, has a vehicle associated, or has had its vehicle information customized. If the replenishable checkbox is checked, the part will be Replenishable; if it is unchecked, and a vehicle is on the part, the part will be Standard; if the part is not replenishable, has a vehicle, and the year/make/model/VIN/body style has been customized, the part will be Misc.
• Added: the part info page now has various checkboxes from other tabs in a new "Stock Configuration" area. This makes some more important attributes more obvious on a part.
• Changed: organization of the part information tab has been rearranged to make the interface more obvious and easy to use.
• Added: Tag # field to the part info tab. The old tag# field has been renamed "Lookup" and can be used to look up parts, but not to modify the tag # on an existing part. This is now more like the lookup/stock # field on the vehicles screen.
• Added: entering a 2 digit number in the year box will now be automatically turned into a 4 digit year.
• Added: description and notes fields now expand to fill the entire remaining screen space.
• Fixed: an issue where the replenishable field "Freeze until" was not correctly defaulting to unchecked. Also, change detection now works correctly on this field.

Part Configuration

• Removed: various fields on the part type list that are not in use in the system. This should prevent confusion in the future.
• Added: the edit part model dialog now allows the user to add new, edit existing, or delete old model series.
• Removed: the vehicle model page, which is no longer necessary because vehicle models are done through the whole units' part type lists.
• Fixed: several minor issues on the part model management area.

Part Modification

• Changed: external columns that don't require a join to an external table still lock down like other external fields.

Purchase Orders

• Fixed: (case 33972) an issue where errors during TO save might still allow the user to save instead of halting.
• Fixed: (case 34027) an issue where the PO screen could crash when saving a document that fulfilled order routing.
• Changed: a lot of the warning/error popups on the screen to be clearer, use more icons, and have more descriptive button text.
• Added: by user request, transfer orders now allow TOs where the source and destination store are the same. This is useful if the user wants to have a document for inventory moves.

Reports

Bill Of Sale

• Added: (case 27660) a new report that allows you to print a pre-generated vehicle Bill Of Sale for all vehicles on a specified PO or SO document. Documents with multiple vehicles can print a separate sheet for each vehicle or group them together, depending on parameter selection. It also has an option for printing a Blank Bill of Sale to be filled out by hand.

Inventory Age

• Added: (case 33368) new parameters for filtering inventory by whether or not it has some quantity in an age range, a new column to display quantity in range when applicable
• Added: (case 33368) * explanatory footer, when applicable
• Added: (case 33368) grand total section
• Fixed: (case 33368) inventory quantity totals, which were previously summing too high sometimes (summing for each source row)

Part Search Results

• Removed: (case 33924) a reference to a deprecated field, inventory.serialnumber

Sales By Inventory Type

• Fixed: (case 34051) issue with inventory type parameter not filtering

Sales Order 11in

• Added: (case 33510) remittance address box to the bottom of the document if there is a balance and the new setting is 'True'

Teardown

• Fixed: (case 33939) a reference to a deprecated field, inventory.serialnumber. There is now a subreport to handle serials and a hidden note explaining what the report is actually doing, because it's unusual.

Top Customer Types Trending

• Fixed: (case 33109) the error when there were no customer types returned. Report will now print blank and say "No customer types found with given parameters."

Top Parts Trending (Age)

• Fixed: (case 33109) the error when there were no results returned. Report will now print blank and say "No results found with given parameters."

Top Part Type Sales Trending

• Fixed: (case 33109) the error when there were no results returned. Report will now print blank and say "No results found with given parameters."

Top Salespeople Trending

• Fixed: (case 33109) the error when there were no users returned. Report will now print blank and say "No salespeople found with given parameters."

Vehicle Spec Sheet

• Added: (case 33082) extended retail price on parts, per setting. By default, price does not show up.

Work Order External

• Added: (case 33981) odometer/mileage

Work Order Internal

• Added: (case 33981) odometer/mileage

Report Viewer

• Added: (case 34190) an issue where the report viewer screen might not allow good view of the parameter list at screen resolutions below the minimum supported application resolution.

Sales Orders

• Fixed: (case 33972) an issue where errors during save might still allow the user to save instead of halting.
• Fixed: (case 33959) an issue where a user might hold database locks if they left an error message up on screen. Now, partial saves are rolled back and all database locks are released before the user is shown any popups. In addition, accounting errors are now more specific.
• Changed: when loading an existing SO, focus is no longer automatically moved into the shipping address dropdown.

ITSQLFramework

• Added: the error reporting dialog now writes its queries out to the main database log, without overwriting the main query log.
• Added: queries run as part of reporting errors to the error reporting database will now be logged in the main query log. This will improve debugging future issues with error reporting. In addition, any errors received while performing these queries will now write those errors out to the log.
• Fixed: the application could sometimes take a particularly long time to open if the database credentials were incorrect.

Interchange

• Fixed: (case 34065) an issue where the manufacturer/make dropdown wasn't loading vehicle makes correctly. Instead, vehicle models were shown. Now it should be correct.

Vehicles

• Fixed: (case 34083) a crash that could occur when clicking on part type in the bid/teardown list if the current part type had been deactivated.
• Fixed: the teardown/bid list will no longer remove the current part type from an item if the part type has been deactivated. In those scenarios, the inactive part type will not be available in new components' dropdowns, but any existing components of the inactive type will still have that option.

Work Orders

• Added: messages page, which should show normal and priority messages for the current customer as well as any part messages.
• Added: (case 31211) a new 'messages' page for displaying normal and important messages for the currently loaded customer, master parts (produced parts), as well as job parts (consumed parts) across all jobs.
• Added: support for part type based messages for master parts (produced parts).
• Fixed: (case 33972) an issue where errors during save might still allow the user to save instead of halting.
• Changed: a lot of the warning/error popups on the screen to be clearer, use more icons, and have more descriptive button text.