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EE Change log version 24
REVISION 20835-20965 database version 2400
==Highlights==
* Fixed a long-standing issue that lead to crashing/invalid images on the search screen (and possibly other screens with image viewers).
* Most address areas in the software now support multi-line street and mailing addresses, and have had their maximum size increased from 50 characters to 100.
* Added a new address validation sub-system. Most places where a customer or vendor address can be entered or edited now has a 'validate address' button.  If a company has an address validation service configured, end users can use this feature to check to see if an address is valid, or choose between valid address options.  If you're interested in using this feature, please contact ISoft Data.
 
==General==
* Fixed: an issue where the application could crash in situations where columns are added and removed from list controls with active items.
* Fixed: the image library always added a second useless image when it initialized, and it was just using up memory space.
 
==Appraisals==
* Fixed: an issue where sales appraisals would be done over a new connection that did not copy the SSL settings or compression settings from the primary database connection.  Now it does.
 
==Crystal Reports==
* Fixed: an issue where an 'empty' error popup would appear if the user attempted to print a report with no valid report file associated.
 
==Customer==
* Fixed: "use default customer/store" options should now fit in the dropdowns.  Various UI adjustments to make the addresses easier to read and enter.
* Added: (case 24521) mobile address to billing addresses, just like alternate shipping addresses.
* Added: street and mailing addresses are now multi-line.  This allows the user to enter specific address line 2 or address line 3 information as per the USPS standard.  These fields also accept a maximum of 100 characters now instead of 50.
* Added: county to alternate addresses.
* Added: the email buttons in the address area now use the shared 'send email' dialog that allows attaching any customer attachments.
* Added: the screen now remembers if an address has been validated, and will clear that flag if the user changes any part of the street address.
* Added: a setting under "API Configuration" that will enable/disable the validate address buttons for companies that do not have an address validation API set up.
* Fixed: an issue where creating new customer Q&A might ignore the user's choice on whether to show the question on the customer list screen.
 
==Customer List==
* Added: mobile # to customer search as well as the list output.
* Added: the street address and mailing address fields are now multi-line edits so the user can view the entire address.
 
==Common Resources==
* Added: (case 34387) a shared address verification popup.  This can be used by any screen where the user can edit an address and wish to verify the address with an external address validation service.  More address validators will be added over time.
* Added: the validate address popup now correctly handles address line 2.
* Added: now, when the user selects an address result, it loads that address information into the "current address" pane.  Also, double-clicking an address match will select that address and close the dialog.
* Changed: now, when the user opens the address dialog, the address validation controls are hidden until the user clicks the "Validate Address" button.
* Added: if the user verifies an address and it successfully validates, the resulting address match will be selecting automatically.  If the user wishes to go back to the original value, they can deselect the row.
* Added: the shared EMail dialog now handles the work of looking up the email configuration in one place, instead of on every screen that uses the dialog.
* Added: the address validation dialog now changes an icon on the validate button to track whether or not the currently loaded address has been successfully validated or not.
 
==Database==
* Fixed (Case 28462): Removed a deprecated ebay shipping option.
* Removed: some duplicate settings in the "EBayExtension" location which have been superseded by those in the more consistent location of "EBay Extension"
* Fixed: (case 35138) an issue with a misspelled index name on the inventory option table.
* Added: (case 24521) mobile number for customer billing addresses.  Also, mailing and street addresses allow 100 characters.
* Added: (case 24521) mobile number for primary vendor addresses.  Also, mailing and street addresses allow 100 characters.
* Changed: customeraddress, vendoraddress, store, workorderaddress, purchaseorder, and salesorder all allow 100 characters on shipping and mailing addresses now.
* Added: support for remembering customer shipping address that was selected on save.
* Added: various address storage areas now have a field for when the address was last validated so that addresses that have already been verified do not need to be verified again.
* Added: support for mobile phone # in the WO address area.
* Changed: moved indices around on the model table to remove redundant entries and also speed up vehicle model lookups on some databases.
* Added: retroactively setting the 'chosen' address for SOs and WOs based on matching customer addresses, where possible.  This won't match everything, since many addresses probably differ from their current value, but where it can, it should make it easier to tell which customer addresses have been used on documents.
 
==EBayExtension==
* Changed: a setting is now in the "EBay Extension" area instead of "EBayExtension" for consistency in the application settings.
 
==Edocuments==
* Fixed: (case 34762) an issue where nested sub-reports might not generate correctly due to a recent change that caused unknown variables in a template to be replaced with empty strings.  Now, unknown variables are left alone when building subreports, but cleared out in the final pass.
 
==Master==
* Added: operations happening in worker threads can now customize what they return to the calling screen when they complete.
* Added: (case 35221) to fix crashes and other image issues, the image library is now initialized just once on application initialization and cleaned up just once on application close.
 
==Online==
* Added: support for communicating with an external application API.  This will be used more in the future.
* Fixed: if the setting "API Configuration"->"Base URL" is blank, API requests return failure immediately with a specific error report regarding configuration.
 
==Options==
* Added: the store configuration popup dialog now allows the user to enter multi-line addresses.
* Added: the store configuration popup dialog now has a validate address button.
 
==Parts==
* Fixed: an issue where interchange lookups were not working right now that the assembly dropdown has a the manufacturer code in the box.
* Fixed: an issue where fields that had stock-category based defaults (public/quantity) would go back to default if the user modified the year/make/model/body style/VIN fields.  Now, these fields only reset to their default when the user makes a change that changes the part from one stock category (Standard, Misc, or Replenishable) to another.
 
==Purchase Orders==
* Fixed: a long standing bug where a user that had never gone to the PO screen before would have a really wide quantity column and a really skinny description (flipped widths) until they resized those columns.
 
==Reports==
 
===Purchase Order Posting Report (PurchaseOrderPostingReport.rpt)===
* Fixed: (case 34813) missing storeid in the center header box
 
===Sales By Customer (SalesByCustomer.rpt)===
* Added: (case 35143) a new customer type parameter to allow filtering by customer types
* Changed: (case 35143) aesthetic overhaul
* Fixed: (case 35143) new customer type parameter, which was not filtering correctly
 
===Vehicle Search Results (VehicleSearchResults.rpt)===
* Changed: (case 33756) tidied the report
 
==Report Viewer==
* Removed: (case 33111) the user can no longer 'uncheck' date parameters when printing reports.  Now, date parameters without defaults will show a default value of the current date and the user can change the value, but cannot uncheck it.  This solves issues where it was unclear that when the user unchecked a date parameter, the default date was used instead.  The new process should be more explicit and clear.
 
==Sales Orders==
* Added: the edit billing/shipping address popup now uses the shared address dialog that can validate customer addresses.
* Added: the shipping address the user selected will now be remembered, even if the user modifies the address from the original value.
* Fixed: if the user chose "Billing Address" for the shipping address and then modified it, it might not update the billing address correctly.  Also, checking the "& Update Record" would not correctly update the billing address on the customer.
* Added: clicking an address box will still show the view/validate address popup, even on closed documents.  The address is read-only in this state.
* Added: support for validate and get map buttons above both the billing and shipping addresses.
 
==Transaction List==
* Changed: saved searches have been modified to facilitate sharing saved searches between different screens.
 
==Vehicles==
* Added: (case 34303) if a VIN is decoded, and there vehicle model in the system that matches the model from the VIN decode, that model is automatically used.  Also, removed references from the table vinmodel, which is not being maintained.
 
==Vendor==
* Added: (case 34710) an issue where vendor alternate addresses were not sorted alphabetically in the address dropdown.
* Added: a mobile number for the primary vendor address.
* Added: the email buttons in the address area now use the shared 'send email' dialog that allows attaching any vendor attachments.
* Added: the screen now remembers if an address has been validated, and will clear that flag if the user changes any part of the street address.
* Added: a setting under "API Configuration" that will enable/disable the validate address buttons for companies that do not have an address validation API set up.
* Added: support for 'last validation' date for addresses.
* Added: street and mailing addresses now support 100 character limits instead of 50.
 
==Vendor List==
* Added: mobile # to vendor search as well as the list output.
* Added: the street address and mailing address fields are now multi-line edits so the user can view the entire address.
 
==Work Orders==
* Added: the customer address dropdown has been moved directly to the screen, like the SO screen.  It is now right above the sales tax dropdown.  The edit address button has been moved right next to this.
* Added: the customer address dropdown now populates with all the current customer's address options, and clears them at the right time.  When the user loads a customer, an edit address popup no longer appears, as the user can choose them from a dropdown like on the Sales Orders screen.
* Changed: the edit/view address popup can now be launched even on a locked WO.
* Added: support for mobile # on WO addresses, and remembering when/if the shipping address has been validated.


= Release Candidate Change Log =
= Release Candidate Change Log =

Revision as of 15:05, 11 June 2019

EE Change log version 24 REVISION 20835-20965 database version 2400

Highlights

  • Fixed a long-standing issue that lead to crashing/invalid images on the search screen (and possibly other screens with image viewers).
  • Most address areas in the software now support multi-line street and mailing addresses, and have had their maximum size increased from 50 characters to 100.
  • Added a new address validation sub-system. Most places where a customer or vendor address can be entered or edited now has a 'validate address' button. If a company has an address validation service configured, end users can use this feature to check to see if an address is valid, or choose between valid address options. If you're interested in using this feature, please contact ISoft Data.

General

  • Fixed: an issue where the application could crash in situations where columns are added and removed from list controls with active items.
  • Fixed: the image library always added a second useless image when it initialized, and it was just using up memory space.

Appraisals

  • Fixed: an issue where sales appraisals would be done over a new connection that did not copy the SSL settings or compression settings from the primary database connection. Now it does.

Crystal Reports

  • Fixed: an issue where an 'empty' error popup would appear if the user attempted to print a report with no valid report file associated.

Customer

  • Fixed: "use default customer/store" options should now fit in the dropdowns. Various UI adjustments to make the addresses easier to read and enter.
  • Added: (case 24521) mobile address to billing addresses, just like alternate shipping addresses.
  • Added: street and mailing addresses are now multi-line. This allows the user to enter specific address line 2 or address line 3 information as per the USPS standard. These fields also accept a maximum of 100 characters now instead of 50.
  • Added: county to alternate addresses.
  • Added: the email buttons in the address area now use the shared 'send email' dialog that allows attaching any customer attachments.
  • Added: the screen now remembers if an address has been validated, and will clear that flag if the user changes any part of the street address.
  • Added: a setting under "API Configuration" that will enable/disable the validate address buttons for companies that do not have an address validation API set up.
  • Fixed: an issue where creating new customer Q&A might ignore the user's choice on whether to show the question on the customer list screen.

Customer List

  • Added: mobile # to customer search as well as the list output.
  • Added: the street address and mailing address fields are now multi-line edits so the user can view the entire address.

Common Resources

  • Added: (case 34387) a shared address verification popup. This can be used by any screen where the user can edit an address and wish to verify the address with an external address validation service. More address validators will be added over time.
  • Added: the validate address popup now correctly handles address line 2.
  • Added: now, when the user selects an address result, it loads that address information into the "current address" pane. Also, double-clicking an address match will select that address and close the dialog.
  • Changed: now, when the user opens the address dialog, the address validation controls are hidden until the user clicks the "Validate Address" button.
  • Added: if the user verifies an address and it successfully validates, the resulting address match will be selecting automatically. If the user wishes to go back to the original value, they can deselect the row.
  • Added: the shared EMail dialog now handles the work of looking up the email configuration in one place, instead of on every screen that uses the dialog.
  • Added: the address validation dialog now changes an icon on the validate button to track whether or not the currently loaded address has been successfully validated or not.

Database

  • Fixed (Case 28462): Removed a deprecated ebay shipping option.
  • Removed: some duplicate settings in the "EBayExtension" location which have been superseded by those in the more consistent location of "EBay Extension"
  • Fixed: (case 35138) an issue with a misspelled index name on the inventory option table.
  • Added: (case 24521) mobile number for customer billing addresses. Also, mailing and street addresses allow 100 characters.
  • Added: (case 24521) mobile number for primary vendor addresses. Also, mailing and street addresses allow 100 characters.
  • Changed: customeraddress, vendoraddress, store, workorderaddress, purchaseorder, and salesorder all allow 100 characters on shipping and mailing addresses now.
  • Added: support for remembering customer shipping address that was selected on save.
  • Added: various address storage areas now have a field for when the address was last validated so that addresses that have already been verified do not need to be verified again.
  • Added: support for mobile phone # in the WO address area.
  • Changed: moved indices around on the model table to remove redundant entries and also speed up vehicle model lookups on some databases.
  • Added: retroactively setting the 'chosen' address for SOs and WOs based on matching customer addresses, where possible. This won't match everything, since many addresses probably differ from their current value, but where it can, it should make it easier to tell which customer addresses have been used on documents.

EBayExtension

  • Changed: a setting is now in the "EBay Extension" area instead of "EBayExtension" for consistency in the application settings.

Edocuments

  • Fixed: (case 34762) an issue where nested sub-reports might not generate correctly due to a recent change that caused unknown variables in a template to be replaced with empty strings. Now, unknown variables are left alone when building subreports, but cleared out in the final pass.

Master

  • Added: operations happening in worker threads can now customize what they return to the calling screen when they complete.
  • Added: (case 35221) to fix crashes and other image issues, the image library is now initialized just once on application initialization and cleaned up just once on application close.

Online

  • Added: support for communicating with an external application API. This will be used more in the future.
  • Fixed: if the setting "API Configuration"->"Base URL" is blank, API requests return failure immediately with a specific error report regarding configuration.

Options

  • Added: the store configuration popup dialog now allows the user to enter multi-line addresses.
  • Added: the store configuration popup dialog now has a validate address button.

Parts

  • Fixed: an issue where interchange lookups were not working right now that the assembly dropdown has a the manufacturer code in the box.
  • Fixed: an issue where fields that had stock-category based defaults (public/quantity) would go back to default if the user modified the year/make/model/body style/VIN fields. Now, these fields only reset to their default when the user makes a change that changes the part from one stock category (Standard, Misc, or Replenishable) to another.

Purchase Orders

  • Fixed: a long standing bug where a user that had never gone to the PO screen before would have a really wide quantity column and a really skinny description (flipped widths) until they resized those columns.

Reports

Purchase Order Posting Report (PurchaseOrderPostingReport.rpt)

  • Fixed: (case 34813) missing storeid in the center header box

Sales By Customer (SalesByCustomer.rpt)

  • Added: (case 35143) a new customer type parameter to allow filtering by customer types
  • Changed: (case 35143) aesthetic overhaul
  • Fixed: (case 35143) new customer type parameter, which was not filtering correctly

Vehicle Search Results (VehicleSearchResults.rpt)

  • Changed: (case 33756) tidied the report

Report Viewer

  • Removed: (case 33111) the user can no longer 'uncheck' date parameters when printing reports. Now, date parameters without defaults will show a default value of the current date and the user can change the value, but cannot uncheck it. This solves issues where it was unclear that when the user unchecked a date parameter, the default date was used instead. The new process should be more explicit and clear.

Sales Orders

  • Added: the edit billing/shipping address popup now uses the shared address dialog that can validate customer addresses.
  • Added: the shipping address the user selected will now be remembered, even if the user modifies the address from the original value.
  • Fixed: if the user chose "Billing Address" for the shipping address and then modified it, it might not update the billing address correctly. Also, checking the "& Update Record" would not correctly update the billing address on the customer.
  • Added: clicking an address box will still show the view/validate address popup, even on closed documents. The address is read-only in this state.
  • Added: support for validate and get map buttons above both the billing and shipping addresses.

Transaction List

  • Changed: saved searches have been modified to facilitate sharing saved searches between different screens.

Vehicles

  • Added: (case 34303) if a VIN is decoded, and there vehicle model in the system that matches the model from the VIN decode, that model is automatically used. Also, removed references from the table vinmodel, which is not being maintained.

Vendor

  • Added: (case 34710) an issue where vendor alternate addresses were not sorted alphabetically in the address dropdown.
  • Added: a mobile number for the primary vendor address.
  • Added: the email buttons in the address area now use the shared 'send email' dialog that allows attaching any vendor attachments.
  • Added: the screen now remembers if an address has been validated, and will clear that flag if the user changes any part of the street address.
  • Added: a setting under "API Configuration" that will enable/disable the validate address buttons for companies that do not have an address validation API set up.
  • Added: support for 'last validation' date for addresses.
  • Added: street and mailing addresses now support 100 character limits instead of 50.

Vendor List

  • Added: mobile # to vendor search as well as the list output.
  • Added: the street address and mailing address fields are now multi-line edits so the user can view the entire address.

Work Orders

  • Added: the customer address dropdown has been moved directly to the screen, like the SO screen. It is now right above the sales tax dropdown. The edit address button has been moved right next to this.
  • Added: the customer address dropdown now populates with all the current customer's address options, and clears them at the right time. When the user loads a customer, an edit address popup no longer appears, as the user can choose them from a dropdown like on the Sales Orders screen.
  • Changed: the edit/view address popup can now be launched even on a locked WO.
  • Added: support for mobile # on WO addresses, and remembering when/if the shipping address has been validated.

Release Candidate Change Log

Changelog Archives