ITrack/Enterprise/Changelog Version 27

EE Change log version 27 REVISION 21591-21738 database version 2700

Highlights

• Made it harder to accidentally change important accounting settings.
• Added: (case 36901) if the user discards a returned core, the cost of that core exchange now goes into the cost discrepancy table, since that is inventory value that did not get the chance to affect inventory cost.
• Most print buttons in the software now show an 'email to' dropdown whose auto-complete options are limited to the customers/vendors/users shown on that screen.
• Less confusing database error messages when you launch the application with invalid settings.
• The user can now modify billing or shipping addresses on finalized sales orders
• Support for a new permission that controls the ability to edit POs

Shared

• Changed: the number of automatic retries when deadlocks are encountered has been increased from 2 to 3, meaning the system will attempt a save up to 4 times without reporting an error to the user in the case of deadlocks and lock wait timeouts.
• Added: if a automatic list control cell tooltip is long enough that it is truncated for display, a ... will be added to the end.

Accounting

• Added: (case 38301) the accounting screen now opens in a 'read only' mode to help avoid issues where users are accidentally changing critical accounting settings. There is now an "Edit Accounting Settings" button. If the user has the edit accounting settings permission, they can click this button to enter edit mode. The user will be prompted to confirm their user account with the current password to ensure the user has access and to log the access attempt.
• Added: (case 38301) the user now gets a confirmation popup if they change any of the dropdowns that control global accounting settings.
• Fixed: (case 38391) an issue where adding a new gl account would cause all accounts to appear duplicated. In addition, closing the screen in that scenario could clear out the setting for AR and AP account.

Common Resources

• Fixed: an issue where it could display Plant instead of Store in the configure settings popup.

Core Management

• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant customer emails and users.
• Added: (case 36901) if the user discards a returned core, the cost of that core exchange now goes into the cost discrepancy table, since that is inventory value that did not get the chance to affect inventory cost.
• Added: A new setting "Core Management"->"Move cost of discarded core exchanges to original sold inventory item (vs into cost discrepancy)", which defaults to False. If set to True, discarded cores' cost will be applied to the inventory record that the exchange was originally for. This has the effect of putting this 'lost' cost back into core inventory, but can have the effect of increasing the average core cost for the original inventory record. If left as False, discarded cores' cost will always go into the cost discrepancy queue instead (to be manually adjusted in the inventory asset later).

Customer

• Added: (case 38321) the "Add W.O." button now sends the current customer to the WO screen.
• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant customer emails and users.

Database

• Changed: (case 38230) scanjobaction table needs to have its "value" column changed to type text from varchar(50)
• Fixed: (case 38319) an issue where the PO customer filter caused a database error for transaction list
• Fixed: (transaction list) Several fixes for display fields that were mistakenly marked as keyfields, and correcting a couple joins on display fields in the Payment Source.
• Added: (Case 38323) active field. Also, Assembly Manufacturer and Assembly Model filters don't have joins
• Added: (case 38593) inventory date entered and date modified now set themselves automatically when new rows are inserted.
• Added: (case 37586) a new permission for editing POs.
• Added: (case 38847) logging triggers to the vendor table and some associated tables.
• Added: (Case 38666) WO master part added to transaction list
• Added: (case 38040) standardized printer tables

ITMySQLConnection

• Removed: the unnecessary and confusing text "APPCRASH" that was added to some unknown mysql client errors.
• Fixed: if there is an issue establishing a secure connection to the database (and secure connections [SSL] are enabled) the error "APPCRASH: the operation completed successfully" will no longer be shown instead of the intended "SSL is not configured correctly or secure connection refused."

ITrack Online

• Added: support for more specific API error responses.

Inventory Overview

• Fixed: (case 35747) an issue where non-replenishable inventory could show up to be reordered if the user modified a part after giving it reordering configuration.

Login

• Fixed: an issue where multi-line lock notes weren't displaying right.
• Added: (case 37587) a filter to the user account list for easily filtering down to specific users by account name, first and last name, email, or lock notes.

Mas90Accounting

• Fixed: (case 38267) an issue where reversing historical accounting could take a lot longer than expected on large databases with a lot of accounting history.

Part Modification

• Fixed: (case 38746) an issue where the user would see a query error when saving after changing a global field that logs changes (but only if they had the average cost or average core cost fields visible).

Sales Orders

• Fixed: (case 27019) an issue where the user might not be able to save a credit card payment if another user has modified the SO since they loaded it. Now, a successful credit card payment will be saved immediately to avoid any issues.
• Added: when the user submits a tax document to a 3rd party tax service, there is now more information about the line items (description, lookup) that gets sent along.
• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant customer emails and users.
• Added: (case 38436) if a third party tax integration is enabled but there are errors (possibly due to an outage) during sales order finalization, the user will be told to choose a manual tax item to finalize anyway. If the automatic tax item "*AUTOMATIC CALCULATION*" is chosen, they will not be allowed to finalize the document.
• Added: (case 38436) special handling for situations where third-party tax integrations are offline. In such a scenario, the user is presented with a popup that suggest that they change the tax item to the user's default instead of *AUTOMATIC CALCULATION*, which only works when the tax integration is online. This allows the user to finalize documents despite the integration being temporarily unavailable.
• Fixed: the back order dialog now has better column widths and remembers the user's column sizes and order.
• Fixed: (case 38612) an issue where back ordering an item with an inherent core charge would have two issues: 1. the subtotal of the original sale would not be correct (inherent core subtracted twice); 2. The back order document would not include the inherent core charge.
• Changed: (case 37929) in the previous couple versions, the user could not modify billing or shipping addresses on finalized sales orders because of tax rate conflicts. This has been rolled back. So long as the user has permission to edit closed SOs, they should be able to change this info now.
• Fixed: double-clicking items in the sales history tab will now open that document on the screen.

Search

• Changed: the stock category and stock type seemed to be mistakenly reversed in the results. Now, the Stocking Info column contains the stock type (Stocked, Obsolete, etc: more relevant to reordering) as well as the stock method (Min/Max vs Historical vs None). I believe these have been mistakenly reversed for awhile.
• Changed: stocking level coloring that was previously based on the (now hidden) stock category is now based on if the part is replenishable since the inventory overview screen now uses this field for reordering.

Purchase Orders

• Fixed: (case 38267) an issue where the the shipping method dropdown was in reverse order.
• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant vendor emails and users.
• Fixed: (case 38448) an issue where a recoverable error (such as a deadlock) occurring during save of a multi-branch PO would result in transfer orders not being saved correctly.
• Fixed: another issue where a deadlock on an interbranch purchase order might not create order fulfillments correctly.
• Added: (case 37586) support for a new permission that controls the ability to edit POs. Also, the receiving location is now controlled by permissions.
• Fixed: (case 38789) an issue where deleting saved lineitem adjustments would not correctly revert the cost changes on the item.

Vendor

• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant vendor emails and users.
• Fixed: minor display issue where the displayed rows box would show "0/-1" for the rows being displayed on a vendor with no catalog.
• Fixed: hitting New to clear the screen now correctly clears the company/contact name.
• Fixed: a possible crash happening on the address info tab.

Work Orders

• Added: (case 37956) all print buttons now attempt to restrict advanced print email auto-completes to just relevant customer emails and users.

Reports

External Work Order (WorkOrderExternal.rpt)

• Changed: (case 37680) WO now displays job parts and labor more like the SO does, with a new setting to show part description instead of/in addition to tagnumber if preferred.
• Added: (case 38596) job labor rate and totals when applicable, and a new setting to show/hide this information
• Changed: (case 38596) standardized setting names to use 'External WO' prefix
• Changed: (case 38232) grouped users in labor section to show with hour totals instead of individual workclock entry rows, which is much tidier

Internal Work Order (WorkOrderInternal.rpt)

• Added: (case 38595) a new setting to determine how many blank, fillable part lines show up on the report. Default 4. Can be anywhere from 0 to 100. Moved lines into a subreport that uses the number table to duplicate lines as long as needed.
• Changed: (case 38595) standardizing setting names

Label (Label.rpt)

• Changed: (case 38238) non-standard sized reports should have the "No Printer" box unchecked

Price Deviation (PriceDeviation.rpt)

• Added: (case 38439) approval reason & explanation, or approval reason & explanation + rejection history per setting. Includes the ability to show it as it was before the addition.

Sales Order 11in (SalesOrder11in.rpt)

• Changed: (case 38387) French mode Counterperson label from "La Caissière" to "Représentant" at the request of people who speak French
• Changed: (case 38387) updated French counterperson translation in the alternate headers subreport
• Added: (case 38596) job labor rate and totals when applicable, and a new setting to show/hide this information
• Changed: (case 38232) report now has standard .25 inch margins like every other letter-sized report, instead of .5 inch margins
• Changed: (case 38232) grouped users in labor section to show with hour totals instead of individual workclock entry rows, which is much tidier

Tag (Tag.rpt)

• Fixed: (case 38238) report margin issues, based on the standard TSC ME240 tag set up at 5.5 height, not 6