ITrack/Enterprise/Changelog Version 31

REVISION 22354-22496 database version 3100

Database

• Fixed: a minor error when updating a part with no locations.
• Added: a stored procedure that can move all quantity on holds (documentlinelocation) for the Variance location can be moved to a given location. Useful for if things are lost because of open documents.
• Fixed: a minor issue where location and locationid might not agree on parts with no quantity on hand. This could lead to unnecessary work to happen when saving locations over and over.
• Case 44545: Add "Condition" Display Field to Transaction List for the Inventory Source
• Added: f_useraccount_has_site_access function used by the isoft authentication node module to know if a user has access to a store
• Removed: an unused setting
• Changed: (case 38185) f_get_setting and p_check_setting now defer to setting.defaultvalue over the default that was passed in as an argument.
• Fixed: an issue where counting two locations (one where a serial # is found and another where it was lost from) then approving the loss after the find would result in the serial # ending up lost. This made serialized part counts order specific, which was not intentional. Now, no matter the order of the job approval, the serial # will end up found at the correct location.
• Fixed: (case 45920) an issue where reports might show an incorrect back order quantity when back order documents have been voided.

Accounting

• Added: (case 44569) the QB "Journal Push" area now treats accounts receivable and accounts payable exports differently. The issue is that QuickBooks does not allow AR or AP to appear in a day's push more than once. This means we have to net these entries before pushing. to accomplish this, firstly, AR and AP now drop all sub-account information. Second, all debits and credits are netted into a single entry to be pushed.
• Added: when the user pushes gl entries to QB, the data is written to QBRequest.xml for debugging.

Credit Card Processing

• Fixed: (case 45838) an issue where RETURN transactions were throwing errors because the S300 apparently doesn't support 'level 2' credit card integration for returns. This would cause it throw an error "TAX NOT ALLOWED". For this reason, commercial card information is now only supplied on charges, not returns.

Customer List

• Fixed: a database error the user could see if they did a customer smart search that started with *. Also, if the user attempted to search for everything by doing a smart search for *, it will now show all customers.

Login

• Fixed: an issue where the login popup might be stuck in the "No DB Connection" locked down mode if the popup appeared while the database was unreachable. This could effectively lock the user out.
• Fixed: an issue where the login dialog would not be visible if the main application window was minimized or off screen when the application was locked. Now, the popup will be centered in the main monitor if the application is not visible to center on.

Parts

• Fixed: an issue where adding more than one new lookup could throw an error.
• Fixed: an issue where datemodified was not being updated if only global fields were changed on a part.

Purchase Orders

• Fixed: an issue where right clicking the lineitem list and choosing export all or graph might not work if the popup menu extended off the edge of the list.

Sales Orders

• Fixed: (case 44313) an issue where, if only misc items were on a document the "SAV quote" function wouldn't do anything. Now it displays an error message in the status bar.
• Fixed: the right click option "select all items" wasn't working
• Fixed: the right click menu for the payments and adjustments lists didn't have an export option.
• Fixed: an issue where right clicking the lineitem list and choosing export all or graph might not work if the popup menu extended off the edge of the list.

Settings Framework

• Fixed: a possible database error that could happen if two users wanted to create a new user hotkey in the action table from two different user sessions at the same time.
• Changed: (case 38185) in the configure settings area, the user can now edit the 'default' column. Previously, this value used to only be for reference, but will now specify the value for new users/sites that do not currently have a value.
• Removed: the configure settings area no longer has a 'scope' dropdown. Also the user can no longer view or edit settings at other levels, as this behavior was deprecated previously.
• Removed: references to the no longer used cascade argument for settings, as they now operate at their specified level, and no other.

Search

• Added: (case 44529) as per user request, there is now a 'not equals' icon that is shown in the interchange area if an interchange search is done and the results are not an exact match. This helps some salespeople who want this information to pop more.

Transaction List

• Added: support for "Key Choice" filter types. These are like "Choice" filters with the following exceptions: 1. the dropdown shown on the screen does not allow entry of arbitrary values or wildcards. 2. The search query will use the id for a given selection instead of the selected name. This mimics a historical crystal reports parameter type that works similarly.
• Fixed: an issue where right clicking the lineitem list and choosing export all or graph might not work if the popup menu extended off the edge of the list.

Vehicles

• Fixed: an issue when saving a vehicle where the unit category (on the basic tab) and the vehicle category (on the additional info tab) were being mixed up.
• Fixed: a couple situations where a vehicle would save when nothing had changed.
• Fixed: (case 45952) an issue where saving a vehicle with a teardown might 'revert' the location of those component parts if the user moved those parts with LXW after opening the vehicle and the user changed the year/make/model/vin/body style on the vehicle. Now, the location of teardown components should only be changed if the user changes it in the dropdowns in the teardown.

Warehouse Management

• Fixed: the manual count page now has the 'enter goes down' instead of carriage return style. That way, keying in with a 10key is much easier.
• Fixed: several memory leaks related to manual counting.
• Fixed: an issue where the total at the bottom of the screen didn't match the projected impact on screen because all 'finds' were considering an impact of $0 instead of the 'best guess' figure shown in the list.

Work Orders

• Changed: (case 44424) the work order date was labeled "Start Date". It has been relabeled to Date like the sales orders screen.
• Fixed: an issue where right clicking the lineitem list and choosing export all or graph might not work if the popup menu extended off the edge of the list.

Reports

Customers With No Purchases After Date (CustomersWithNoPurchasesAfterDate.rpt)

• Changed: (case 44505) query optimization
• Added: (case 44505) a new parameter for customer default store
• Changed: (case 44505) removed the subreport. Additional SO information is now retrieved in the main query with an additional join to v_invoice, and the report uses grouping and suppression to only display the most recent SO from the relevant latest SO date. This is much, much faster when dealing with tens of thousands of customers in the result set.

Inventory Count Sheet - LXW (InventoryCountSheetLXW.rpt)

• Changed: (case 44321) moved found line down, put a divider line between different locations
• Changed: (case 44341) show out of stock parameter set to True now includes negative quantity in addition to 0 quantity
• Fixed: (case 44341) include out of stock logic

Labor Log By Employee (LaborLogByEmployee.rpt)

• Added: (case 42582) user parameter, worker group parameter, and open/closed column
• Added: (case 42582) User GL Department parameter

Sales Order 11in (SalesOrder11in.rpt)

• Added: (case 44091) a new setting to enable showing full descriptions for core line items if desired, False by default