Difference between revisions of "ITrack/Enterprise/Changelog"

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EE Change log version 25
REVISION 20966-21296 database version 2500
=ITrack Enterprise Version 25=
==Highlights==
* (case 34386) Support for enabling external tax service in the EE API.  If this is enabled, every time the totals of a SO or WO document change, an accurate tax quote will be retrieved from the external service.  Currently TaxJar and Vertex are supported.  When documents are finalized, a final tax document will be created in the tax system.  Voiding or reopening the document will cancel these tax documents.
* Online 'buy it now' synchronizer application now handles more complex online sales and more fields as part of the integration.
* Most lists in the software now allow the user to right-click on column titles to show/hide columns.
* Creating a part from a vendor catalog row now automatically adds a UPC row to the lookups tab.  Also, the length, width, and height are copied from the catalog.  In addition, if catalog entries are found with "Superseded By" filled out, supersession rows will automatially be added to the "Lookups" page.
* 'Choose Serial #' popup on sales orders and work orders now shows held serials, status, and location information.
* Significant rework to the part modification screen, including a better change log popup.
* Added more protections against image related crashes on the search screen and better debugging tools.
* Added GL account dropdowns for important settings on the chart of accounts page.  One of the settings is a default tax account, which will be used for automated tax quotes and any fixed taxes with no other GL account.
==Database==
* Changed: the default date range for the monthly inventory usage is now the trailing 12 full months instead of the last 360 days, as that could involve partial months in the average.
* Added: a new setting to hide sequential invoice #'s, as they have proved to be confusing to new and existing companies.  The values still exist in the background for any reporting needs.  All existing companies default to not hiding the value, while new deployments will default to hidden.
* Added: a field for remembering the tax document id generated by third party tax solutions.
* Added: (case 35612) a new table for supplying customer-specific part numbers that can be applied to SKUs with matching inventory type, manufacturer, model, and/or category.
* Added: (case 35612) a new data management import type for importing customer part numbers into the new lookup table.
* Added: (case 35612) a trigger that automatically puts customer part #'s onto the part description when new line items are added if a matching customer part number was found in the new lookup table.  Currently, this number will be added to the start of the description if it is found.
* Added: to avoid any issues, the audit log triggers on salesorderline have been made standard.
* Fixed: a minor update issue in version 23.
* Added: support for triggers on the inventory table that will automatically put customer part numbers into a special Q&A option on every part save.
* Changed: added some foreign keys to the inventorysettingselection table.
* Changed: inventorysettingjoinid is now NULL instead of -1 for other external fields.
* Changed: some date fields on the part modification screen no longer display a time of 00:00:00.
* Changed: some fields on part modification now default to wider columns.
* Changed: it was noted that some yards had permanent variance locations.  These locations are no longer permanent and have been deleted as possible.
* Added: new permission for whether the user can enter new conditions on the parts screen.  If the user doesn't have this permission, they can only choose existing conditions.
* Added: (case 34290) the vendor catalog now has fields for notes, length, width, and height.  These have been added to the import mapping so that imported catalogs can fill out this information.
* Added: unique key to the useractionkey table, and foreign keys to external tables.
* Fixed: (case 36264) an issue where transactionalized tax item detail would not be cleared out if the user switched an invoice to be tax exempt and then saved.
* Changed: the external tax transaction id is now a 50 character string to support more tax systems.
* Added: (case 36378) logging triggers to the inventory table.
* Fixed: an issue where p_inventory_move_primary_location incorrectly marked other inventorylocation records (for other parts) as permanent.
* Fixed: (case 36297) an issue where some part searches could be slow by adding an index on the model table.  Also, removed a defunct search module that existed on some systems.
* Added: (case 36419) permissions for SO and WO screens for whether a user can enter new serial #'s instead of choosing existing ones.
* Changed: (case 36467) as per a suggestion at the user's conference 2019, the inventory import on the data management screen no longer overwrites fields with default values when updating existing inventory records.  However, these defaults will still apply to new inventory records imported this way.
* Added: view that can be used by UPS Worldship for pulling in Enterprise SO ship to address info.
* Added: shippingmethod.pickup, which will control which shipping method(s) represent local pickup/will-call.
* Added: (case 36316) p_inventory_adjust_cost, which does all the work of recalculating either averagecost or averagecorecost for an inventory item.
* Changed: (case 36316) averagecost/averagecorecost logic has been moved from p_inventory_adjust_quantity to p_inventory_adjust_cost.  However, this procedure now calls the adjust_cost procedure.  Also, when the type is 'Dirty Core' the adjust_cost procedure is now called twice, once for the averagecost and once for the averagecorecost.  This solves a long-standing issue where a core bank with a nonzero averagecost and averagecorecost would only recalculate one of those values when inventorying a new core.
* Changed: voiding or reopening a document with a core exchange will now undo the changes to quantity/averagecost/averagecorecost on the core bank item.  Previously, voiding a core exchange and core charge would leave the inventoried core in inventory, which would have a net effect on inventory value.
* Changed: inventorying a core from core management will now always put the core exchange cost into the average core cost of the core bank SKU, no matter of whether that core bank is marked "is a core" or not.  Before, that cost would go into the average core cost of that bank.
==Online Sale Synchronizer==
*Added: Multi item sales orders / quotes support.
*Added: Miscellaneous line item support.
*Fixed: An error state when the inventoryid is not found in the local database no longer occurs
*Fixed: Script now set a misc glcategory on misc line items and the glcontext is now correctly set to 'Sale'
*Fixed: We now get an error in logs when something can't be found in inventory.
*Fixed: We now set the storeid for salesorderlines.
*Fixed: Added an error message for when we can't load a customer.
*Fixed (Case 35925) : Line Item descriptions are now filled in for a few choice fields.
*Fixed (Case 35925) : the configuration option 'use_template' now works correctly, controlling whether to use the edocument template for lineitem descriptions.
==Appraisals==
* Updated: new security (SSL) certificates have been generated and delivered.
==Accounting==
* Added: dropdowns to the top of the chart of accounts page.  These dropdowns allow the user to configure some settings that control important GL account choices.  Current options are the A/R account, A/P account, as well as the account to hit for taxes with no other account chosen.
==Credit Card Processing==
* Fixed: (case 36048) an issue where the module was not being initialized correctly.
* Added: better error messages when unable to test the connection.
* Added: "HTTP" as a connection method.  This is the required method of connection for terminals that are configured for web application integrations.
==Crystal Reports==
* Added: (case 35444) support for limits on which email address sources are shown in the advanced print dialog.
* Changed: email addresses entered on previous advanced prints are now automatically 'forgotten' after 6 months.
* Fixed: (case 35071) when creating report rows, we now do INSERT IGNORE to skip unnecessary duplicate report errors occurring in bursts during updates.
==Customer==
* Fixed: the 'primary address' checkbox no longer gets grayed out if the user checks it on a particular address.  This allows the user to change which address is primary freely.
* Added: (case 35444) when emailing a statement from the customer screen, the email address dropdown is now only automatically populated with that customer's emails.  This should prevent sending a statement to a different destination accidentally.
* Fixed: an issue where the line item detail on the sales tab was not showing the right vendor and stock #.
* Fixed: (case 36213) an issue where having no store region or sales person region might lead to an empty selection for default store or default salesperson.
* Fixed (Case 36272): Removed the having clause from customer statements emailed from the customer screen
* Fixed: (case 36510) an issue where the 'drag' bar on the messages tab could not be moved to resize.  This was causing various display issues.  Also, now the drag bar is limited so that the messages list cannot be completely hidden.
* Fixed: some memory leaks.
==Common Resources==
* Fixed: (case 36060) an issue where address verification popups would not remember where the user wants them positioned.
* Added: support to the shared attachment popup for a new flag "Auto select first attachment".  If set, as the target changes, the first attachment is automatically selected.
* Added: if the user hits ok in the shared "edit/validate address" dialog, any modified value in the last edited field will now be guaranteed to save.  Previously if the user closed the dialog by hitting Enter, some fields might not save.
* Fixed: an issue where the verify address popup wouldn't size itself right.
==Customer List==
* Fixed: an issue where doing a customer search would automatically put the user's focus into the multi-line read-only address column.  Now the user can click into that multi-line edit, but they can arrow around the list to make a selection without bothering with those edits.
==Data Management==
* Fixed: an issue where CSVs containing quotes escaped by more quotes (a common CSV format) were not being read correctly.
* Fixed: a potential crash when doing a test import.
* Added: tooltips to all onscreen fields and fixed various tab order issues.
* Added: the import type now remembers the last selected import type for the user.
* Fixed: an issue where hiding and then showing the advanced fields could lead to them being smaller than intended.
* Added: more descriptive error messages.
==Global Settings Extension==
* Changed: the queries that save settings now save in a way that will be less intensive on the database and should avoid errors when saving values to settings that have been deleted.
* Changed: when the user logs out or closes the application, only modified user hotkeys are saved.  Previously, all user hotkeys were deleted and resaved on every logout, causing unnecessary database activity.
* Removed: the concept of Group level settings, which has been deprecated.  All settings will continue to exist at either user, store, or global levels.
* Changed: global settings are now stored in globalsettingvalue instead of storesettingvalue with a storeid of -1.  This enables foreign key constraints in the database.
==Home==
* Added: ship via to the sales order list
* Fixed: (case 36569) an issue where performing a search for SOs, WOs, POs, or TOs on a home screen tab would not refresh the footer totals when the totals were $0.
==Interchange==
* Changed: (case 34138) the application interchange search area and the interchange group search area.
* Fixed: a query error when opening the screen related to loading manufacturers.
==Inventory Overview==
* Added: tag # column is now bolded.
* Fixed: the tag # column now sorts in a more reasonable way.
==ITrack Online==
* Fixed: an issue where API queries were coming back as successful if the data payload is present but so is the errors section.  Now such a response is considered an error.
==Login==
* Added: the 'user stores' page in the Edit->Users dialog now sorts stores by their code automatically.
* Fixed: the 'user stores' page used to always hide private stores if you weren't logged into them.  Now, users with 'Global' permission for configuring user stores will see private stores for choosing for a user.  This solves an issue where private stores could not be activated or deactivated for users, even by an administrator with global permissions.
==MAS90Accounting==
* Added: SO tax accounting can now handle automatically calculated taxes.  In these cases, the "Default tax account" configurable on the accounting screen will be used.  In addition, if a SO is accounted with a tax item that has no GL account specified on it, the "Default tax account" setting will be used.
==Options==
* Fixed: an issue where the Edit->User Preferences->Database configuration was not usable if the user was not logged in.  Now they can configure the database without logging in.
==Parts==
* Changed: (case 35416) the default date range for the monthly inventory usage on the replenishable tab is now the trailing 12 full months instead of the last 360 days, as that could involve partial months in the average.
* Fixed: (case 35414) an issue where closing and reopening the image viewer dialog would lead to an empty popup with no attachments shown.
* Added: (case 32819) adding inventory from the vendor catalog will now automatically add a UPC lookup to the lookups page if the UPC is filled out.
* Fixed: an issue where a part added from the vendor catalog would mark the part as replenishable, but not initially show the replenishable page.
* Fixed: an issue where changing year might clear vehicle model, even when it was still valid for the new year.
* Added: choosing a vehicle to associate the part with will now launch the 'choose interchange #' popup if appropriate.
* Changed: replenishable parts no longer require a default purchase vendor or part number.
* Added: support for a new permission "Create new conditions".  This is required for the user to be able to enter a condition value that is not already in the dropdown.  If the user doesn't have that permission, the dropdown will force selection of an existing value.
* Added: (case 34290) when a part is created from the vendor catalog, the notes, length, width, and height fields are now filled out automatically from the catalog row.
* Added: when a part is created from the vendor catalog, if there are any rows found where the "Superseded By" field point to the new part, supersession rows will automatically be added to the "Lookups" page.  In addition, if that catalog row has a "Superseded By" filled out, a supersession entry will be added to the lookups as well.
* Changed: (case 36100) opening an existing part no longer automatically puts focus into the part type.  Instead, it goes into the first field, tag #.
* Changed: the part type dropdown on the replenishable page now shows the part type # in the dropdown like the other dropdowns.
* Fixed: (case 36187) an issue where the manufacturer name (including code) was sent to the search screen when the user hit the "similar parts" search button.
* Fixed: (case 36202) an issue where copying a part would leave the old tag #.  Now it will be cleared out so that it can be reassigned on save.
* Fixed: copying a part now marks the tag as unprinted, since the new item will not have had its tag printed yet.
* Fixed: (case 36181) an issue where a replenishable part with no default purchase vendor or part number might have a blank default tag number.
* Added: tooltips to the attachments page
==Part Configuration==
* Fixed: (case 36131) adding a new manufacturer that matches a previous manufacturer will no longer cause the system to lock up.
==Part Modification==
* Fixed: the change log popup dialog now works like the popup on the parts screen.  Newest entries at the top, and quantity and costs are now displayed.
* Changed: the export button now uses the default right-click list export code.
* Fixed: an issue where change log entries would not save the current average cost, quantity, and gl category.
* Added: the change log popup dialog now displays useful strings instead of behind the scenes numbers.
* Fixed: an issue where saving a change log could throw a database error if the user deleted the quantity from the quantity column.
* Fixed: the manage columns dialog now greys out the global and log changes checkboxes for external fields correctly.
* Changed: (case 36371) the Modify Fields button has been removed and replaced with the "Edit"->"Inventory"->"Manage Settings & Fields..." menu option.  This is to reduce confusion between the global inventory settings and the user's displayed fields on the part modification screen.
==Purchase Orders==
* Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
* Fixed: (case 35977) a couple issues with the dropship customer on a fresh PO or after clearing the screen.
* Fixed: generating an electronic document from the PO would crash or generate the wrong document type.
* Fixed: an issue where the destination store of a PO was not properly enforced if the 'customer dropship' checkbox was checked.
* Fixed: an issue where switching destination store of a PO was not deleting all items from the previous store correctly.
==Reports==
===Back Orders (BackOrders.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Billing Statement (Billing.rpt)===
* Added: (case 35435) a setting to include invoice PO# on rows whenever possible.
* Changed: (case 35435) set subreport descriptions lines to "can grow"
* Removed: (case 35359) customer mailing address
* Added: (case 35359) remittance country
* Added: (case 35359) remittance address textbox that supports carriage returns
* Changed: (case 35807) New setting to include PO#s now defaults to 'True', simplified setting name
===Customer Address Label (CustomerAddressLabel.rpt)===
* Removed: (case 35359) customer mailing address
===Customer Address Label 5160 (CustomerAddressLabel5160.rpt)===
* Removed: (case 35359) customer mailing address
===Delivery Picking Labels (LabelDeliveryPicking.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Delivery Picking List By Document (DeliveryPickingListByDocument.rpt)===
* Removed: (case 35359) customer billing mailing address
* Removed: (case 35359) customer shipping mailing address
* Added: (case 35359) customer billing address textbox that supports carriage returns
* Added: (case 35359) customer shipping address textbox that supports carriage returns
* Removed: (case 35359) reference to deprecated column, purchaseorder.destination
* Added: (case 36096) barcode to the bottom of every page after page 1 of each document group.
===External Work Order (WorkOrderExternal.rpt)===
* Removed: (case 35359) customer mailing address
* Added: (case 35359) customer address textbox that supports carriage returns
===Label 5160 - Simple (Label5160Simple.rpt)===
* Added: (case 33940) a version of Avery inventory labels that only include the tag and barcode
===Location Count History (LocationCountHistory.rpt)===
* Added: (case 34198) a new report that shows the count history of locations.  By default, it shows most recent count.
* Changed: (case 36032) report functionality to a more reasonable default.  Most recent count + date range summary, or full date range detail.  All countable locations are included.
* Fixed: (case 36032) page headers and exclusion on date range detail mode
* Added: (case 36032) order parameter
===Lost Sales (LostSales.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Outside Sales Commission (SalespersonCommission.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Packing Slip (PackingSlip.rpt)===
* Removed: (case 35359) customer billing mailing address, for main and alt. headers
* Added: (case 35359) customer billing address textbox that supports carriage returns, for main and alt. headers
* Changed: (case 36185) updated counterperson/sales rep terminology
===Payment Receipt (PaymentReceipt.rpt)===
* Added: (case 35359) customer address textbox that supports carriage returns
* Added: (case 35359) customer country
===Pick List (PickList.rpt)===
* Removed: (case 35359) customer billing mailing address
* Added: (case 35359) customer billing address textbox that supports carriage returns
* Added: (case 36096) barcode to the bottom of every page after page 1.
* Changed: (case 36185) updated counterperson/sales rep terminology
===Picking Label (LabelPicking.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Picking Tag (TagPicking.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Purchase Order (PurchaseOrder.rpt)===
* Changed: (case 35398) date to use system default short format like the SO
* Added: (case 35498) a setting to ignore system locale date format and use standard YYYY-MM-DD date format instead
* Added: (case 35522) Vendor Invoice Number(s) when present.
===Purchase Order Adjustments (PurchaseOrderAdjustments.rpt)===
* Added: (case 35062) a new report for showing PO adjustments by adjustment type
===Released Credit Hold (ReleasedCreditHold.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Sales By Category (SalesByCategory.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Sales By Invoice (SalesByInvoice.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Sales By Source (SalesBySource)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Sales By State (SalesByState.rpt)===
* Added: (case 35719) a new mode parameter to toggle whether the report is grouping and filtering by "Ship To State" (default) or "Billing State"
===Sales History (SalesHistory.rpt)===
* Removed: (case 33752) deprecated an old report
===Sales Order 11in (SalesOrder11in.rpt)===
* Added: (case 35498) a setting to ignore system locale date format and use standard YYYY-MM-DD date format instead
* Removed: (case 35359) customer billing mailing address, for main and alt. headers
* Added: (case 35359) customer billing address textbox that supports carriage returns, for main and alt. headers
* Added: (case 36123) a new setting to include VIN, true by default
* Added: (case 36123) a new setting to include flex fields, true by default
* Added: (case 36108) salesperson and/or counterperson email address after their name, per a new setting.
* Changed: (case 36185) updated counterperson/sales rep terminology
===Sales Order Adjustments (SalesOrderAdjustments.rpt)===
* Changed: (case 35062) overhauled the report, adding more and better filters.
===Sales Orders (SalesOrders.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Salesperson Profit Analysis (SalespersonProfitAnalysis.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===Top Salespeople Trending (TopSalespeopleTrending.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
* Added: (case 36185) a new parameter to pick between counterperson and sales rep reporting.  Note: this makes the old setting that accomplished approximately the same thing obsolete
===Voided Sales Orders (VoidedSalesOrders.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
===WO Picking Label (LabelPickingWO.rpt)===
* Changed: (case 36185) updated counterperson/sales rep terminology
==Sales Orders==
* Added: (case 35448) a new setting to hide the sequential invoice #, as they have proved to be confusing to new and existing companies.  If hidden, the values still exist in the background for any reporting needs.  All existing companies default to not hiding the value (for continuity), while new deployments will default to hidden.
* Fixed: (case 35461) if the user does a return, core status, delivery status, and price validation status are all no longer copied from the original line.  This can prevent information accidentally carrying forward from an original document to the return.
* Added: (case 33441) now, the salesperson can see serial #'s in the "choose serial" popup that are currently on hold.  However, held serials will not be chosen automatically, and if the user chooses a held serial, they will be warned that it is not available.
* Added: if a serial has been sold or consumed on another document, the screen will now show an attention icon and throw an error when attempting to finalize.  This means now that the "no serial # chosen" attention icon now throws a blocking error when attempting to finalize.
* Added: the edit item dialog is now read-only on voided documents.
* Added: the choose serial # popup now shows a status column, and just that field is colored, which should make serials in various states easier to read and know that they are on hold/on order/sold/etc.
* Added: (case 34386) a setting for enabling external tax service in the EE API.  If this is enabled, every time the totals of the document change, a tax quote is retrieved from the database.
* Added: (case 34386) the tax box at the bottom of the screen now shows "ERROR" if a tax service is enabled and an error was returned.  The user can hover over the field to see the full error message in the tooltip.
* Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
* Added: column order now saves for the attachment list.
* Changed: some of the live tax integration has been modified to facilitate WO tax quotes.
* Fixed: an issue where changing the customer of a historical sale could cause problems if that sale had a payment spread across several invoices.  The code that split the payment between the old and new customer was not splitting the payment right.  Also, the new payment generated by the split has more explanation for why it was created.
* Changed: return documents no longer copy internal and external comments from the original document
* Fixed: the Edit->Document->Shipping Methods popup now allows the user to edit the SCA code.
* Changed: (case 36060) the shipping address dropdown's "Billing Address" has been renamed to "Same as Billing Address" to make its behavior more obvious. Also, the dropdown now has a new option "Custom Shipping Address".  If this option is chosen, changes made to the shipping address will not be copied to the billing address and vice versa.
* Added: if the user clicks the tax box, the tool tip text will be put in the user's clipboard.  This can help when the tax system returned an error.
* Added: tax quote gets refreshed if the document addresses change.
* Added: a SO with any jobs on it will now properly send the itemized detail of the jobs as part of the tax quote request.  That way, the taxability of labor, shop fees, and EPA charges can be evaluated separately from parts charges on the job.
* Added: (case 34386) if a tax automation service is enabled, finalizing a SO with "Automatic" taxes selected will submit a final tax document to the tax service.
* Removed: a SO save operation no longer calls f_invoice_tax or f_invoice_subtotal after the save operation, since those functions cannot account for automatically calculated tax service amounts.
* Fixed: the automated tax system no longer displays an error if no customer is chosen.
* Fixed: the user can now click the 'reopen closed invoice' option for a SO that is voided but not closed.
* Added: the automated tax system will now void the tax document if the SO gets reopened or voided.
* Fixed (Case 35035): Added attention icons and a cancellation prompt for sales orders that have active ebay listings.
* Fixed: an issue where a custom billing address that differed from the shipping address by only phone # or email would not correctly load back up as a custom shipping address.
* Fixed: an issue where reopening a SO or voiding it was not correctly reversing external tax documents.
* Added: (case 36419) permission for whether a user can enter new serial #'s instead of choosing existing ones.
* Fixed: (case 36630) various crashes that could occur when adding or deleting tax items.
* Fixed: an issue where the tax item popup could show a value for 'in use' for a new, unsaved tax item if there were invoices with no tax item.  This could prevent the user from deleting an unsaved tax item.
* Added: hitting "add" to add a new taxitem automatically puts the user's focus into the list control so they can give it a name without clicking around.
* Fixed: an issue where finalizing a SO with automatically calculated taxes wouldn't show any error message to the user if it failed to finalize the taxes.
* Fixed: an issue where doing a core exchange from the core management screen might not automatically enter the correct description and price.
* Changed: even if automated taxes are enabled, the salesperson can still choose a different tax item.  This should help in the cases of errors or weird corner cases with taxes.
* Fixed: an issue where statically calculated taxes weren't playing well with automated taxes.
* Added: the configure shipping methods dialog now allows the user to manage the new 'local pickup' flag on shipping methods.  Local pickup shipping methods control the destination address for tax calculations in Will Call or counter pickup situations.
* Removed: "None" as a shipping method is no longer treated as a special value.
* Added: if a shipping method with the Local Pickup flag set, the shipping address area will be locked and tax calculations will use the document store address as the destination address.
* Added: switching customer address or shipping method now cause tax quotes to be recalculated, since those can affect tax amounts.
* Added: new setting: "Sales Orders", "Lock shipping address for local pickups" which defaults to "True".  When set to False, local pickup shipping methods will no longer lock the customer destination address area.  This facilitates companies who like to choose a destination contact on pickup orders as well.  This does not affect the destination address used for tax calculations.
==Search==
* Changed: (case 35536) by user demand, many of the columns now use a special sort order that will treat columns that can contain numbers or letters more reasonably, such as tag # or Model.  Numeric values will sort in a more obvious way.
* Removed: suppressing the ability for the user to show/hide the appraised value column, as it is special and not like the other fields that can be hidden.
* Added: more protections against image related crashes.
==Transaction List==
* Fixed: (case 36181) an issue where saved search filters were not loading onto the screen correctly, and new saved searches were not saving their filter names correctly.
* Fixed: an issue where column orders were not saving.
* Added: Case# 36438 Add Store Filter to Transaction List for the Inventory Source
* Added: Case 36603 Add Payment Type, ID, Amount to the Transaction List for Sales Order Source
* Added: Case 36605:Added Created By User to the Transaction List for the Sales Order source
* Changed: (case 36521) date time pickers in list controls now show a calendar button for choosing date instead of an up/down arrow for cycling dates and times by +/-1.
==User Hotkeys==
* Moved: customer search from "Search" area to "Customer" area.
* Added: hotkeys for looking up WOs, POs, and TOs (like the SO lookup).
==Vehicles==
* Added: (case 31939) newly created bid vehicles no longer default to setting their 'purchase date'.  Now, status B vehicles will uncheck that date, and it will instead be set when a bid is accepted.  For newly created vehicles of status A, it will continue to set to the current date.
* Added: the performance page now remembers column sizes and order for the sold and available components lists.
* Added: tooltips to the performance page's edits.  The descriptions attempt to explain vehicle costs and best practices.
* Added: a useful tooltip to each tab/page name on the screen.
* Added: tooltips to all fields on the basic information tab.
* Added: tooltips to the attachments page
* Added: tooltips to all page headers and all controls on the screen to help explain the function of various fields.
==Vendor List==
* Fixed: an issue where doing a vendor search would automatically put the user's focus into the multi-line read-only address column.  Now the user can click into that multi-line edit, but they can arrow around the list to make a selection without bothering with those edits.
==Vendor==
* Fixed: the 'primary address' checkbox no longer gets grayed out if the user checks it on a particular address.  This allows the user to change which address is primary freely.
* Added: the vendor catalog page now shows the notes and "Superseded By" fields from the vendor catalog, as they may contain important information.
==Work Orders==
* Added: (case 33441) similar to sales orders, the user can now add serial #'s to a WO that are on hold.  They are warned that these serial #'s are not available.
* Added: the user can no longer finalize a WO if the serial # chosen for an item is no longer on hand (already sold or consumed).
* Added: double-clicking the 'need serial #'s attention icon now opens up the choose serial # popup.
* Added: current location to the "choose serial #" dialog.
* Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
* Fixed: (case 36075) an issue where non-stocked manufacturer items might not display the value in the lookup column correctly until after the user saved the WO.
* Fixed: (case 36100) an issue where opening the WO screen would incorrectly put the user's focus into the complaint field instead of the WO type field, which is generally the first thing a user wants to choose.
* Fixed: overactive change detection when loading a WO had automatically calculated taxes.
* Added: support for automated tax quotes for work orders.
* Added: tax quote gets refreshed if the WO address changes.
* Fixed: (case 36382) inherent and dirty cores added to a job from a template will now correctly show up on core management.
* Fixed: (case 36382) dirty cores added to a job from a template now show their cost correctly immediately.  Before, they would need to be saved first.
* Fixed: (case 36382) an issue where creating a job from a template didn't correctly set the core status to Available for inherent and dirty core lines.
* Fixed: an issue where the parts list was not saving its column order correctly.
* Added: the notes column in the parts list is now multiline and the user click in to read the entire notes.
* Fixed: the screen no longer shows an error if no customer is selected.
* Fixed: (case 36513) an issue where deleting an item with an inherent core charge could lead to the inherent core charge being left on the document.
* Added: (case 36419) permission for whether a user can enter new serial #'s instead of choosing existing ones.
* Fixed: an issue where sorting the job part list by the lookup column could cause inherent cores to become disassociated with the parent parts.  This could lead to a crash.


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

Revision as of 15:07, 2 October 2019

EE Change log version 25 REVISION 20966-21296 database version 2500

ITrack Enterprise Version 25

Highlights

  • (case 34386) Support for enabling external tax service in the EE API. If this is enabled, every time the totals of a SO or WO document change, an accurate tax quote will be retrieved from the external service. Currently TaxJar and Vertex are supported. When documents are finalized, a final tax document will be created in the tax system. Voiding or reopening the document will cancel these tax documents.
  • Online 'buy it now' synchronizer application now handles more complex online sales and more fields as part of the integration.
  • Most lists in the software now allow the user to right-click on column titles to show/hide columns.
  • Creating a part from a vendor catalog row now automatically adds a UPC row to the lookups tab. Also, the length, width, and height are copied from the catalog. In addition, if catalog entries are found with "Superseded By" filled out, supersession rows will automatially be added to the "Lookups" page.
  • 'Choose Serial #' popup on sales orders and work orders now shows held serials, status, and location information.
  • Significant rework to the part modification screen, including a better change log popup.
  • Added more protections against image related crashes on the search screen and better debugging tools.
  • Added GL account dropdowns for important settings on the chart of accounts page. One of the settings is a default tax account, which will be used for automated tax quotes and any fixed taxes with no other GL account.

Database

  • Changed: the default date range for the monthly inventory usage is now the trailing 12 full months instead of the last 360 days, as that could involve partial months in the average.
  • Added: a new setting to hide sequential invoice #'s, as they have proved to be confusing to new and existing companies. The values still exist in the background for any reporting needs. All existing companies default to not hiding the value, while new deployments will default to hidden.
  • Added: a field for remembering the tax document id generated by third party tax solutions.
  • Added: (case 35612) a new table for supplying customer-specific part numbers that can be applied to SKUs with matching inventory type, manufacturer, model, and/or category.
  • Added: (case 35612) a new data management import type for importing customer part numbers into the new lookup table.
  • Added: (case 35612) a trigger that automatically puts customer part #'s onto the part description when new line items are added if a matching customer part number was found in the new lookup table. Currently, this number will be added to the start of the description if it is found.
  • Added: to avoid any issues, the audit log triggers on salesorderline have been made standard.
  • Fixed: a minor update issue in version 23.
  • Added: support for triggers on the inventory table that will automatically put customer part numbers into a special Q&A option on every part save.
  • Changed: added some foreign keys to the inventorysettingselection table.
  • Changed: inventorysettingjoinid is now NULL instead of -1 for other external fields.
  • Changed: some date fields on the part modification screen no longer display a time of 00:00:00.
  • Changed: some fields on part modification now default to wider columns.
  • Changed: it was noted that some yards had permanent variance locations. These locations are no longer permanent and have been deleted as possible.
  • Added: new permission for whether the user can enter new conditions on the parts screen. If the user doesn't have this permission, they can only choose existing conditions.
  • Added: (case 34290) the vendor catalog now has fields for notes, length, width, and height. These have been added to the import mapping so that imported catalogs can fill out this information.
  • Added: unique key to the useractionkey table, and foreign keys to external tables.
  • Fixed: (case 36264) an issue where transactionalized tax item detail would not be cleared out if the user switched an invoice to be tax exempt and then saved.
  • Changed: the external tax transaction id is now a 50 character string to support more tax systems.
  • Added: (case 36378) logging triggers to the inventory table.
  • Fixed: an issue where p_inventory_move_primary_location incorrectly marked other inventorylocation records (for other parts) as permanent.
  • Fixed: (case 36297) an issue where some part searches could be slow by adding an index on the model table. Also, removed a defunct search module that existed on some systems.
  • Added: (case 36419) permissions for SO and WO screens for whether a user can enter new serial #'s instead of choosing existing ones.
  • Changed: (case 36467) as per a suggestion at the user's conference 2019, the inventory import on the data management screen no longer overwrites fields with default values when updating existing inventory records. However, these defaults will still apply to new inventory records imported this way.
  • Added: view that can be used by UPS Worldship for pulling in Enterprise SO ship to address info.
  • Added: shippingmethod.pickup, which will control which shipping method(s) represent local pickup/will-call.
  • Added: (case 36316) p_inventory_adjust_cost, which does all the work of recalculating either averagecost or averagecorecost for an inventory item.
  • Changed: (case 36316) averagecost/averagecorecost logic has been moved from p_inventory_adjust_quantity to p_inventory_adjust_cost. However, this procedure now calls the adjust_cost procedure. Also, when the type is 'Dirty Core' the adjust_cost procedure is now called twice, once for the averagecost and once for the averagecorecost. This solves a long-standing issue where a core bank with a nonzero averagecost and averagecorecost would only recalculate one of those values when inventorying a new core.
  • Changed: voiding or reopening a document with a core exchange will now undo the changes to quantity/averagecost/averagecorecost on the core bank item. Previously, voiding a core exchange and core charge would leave the inventoried core in inventory, which would have a net effect on inventory value.
  • Changed: inventorying a core from core management will now always put the core exchange cost into the average core cost of the core bank SKU, no matter of whether that core bank is marked "is a core" or not. Before, that cost would go into the average core cost of that bank.

Online Sale Synchronizer

  • Added: Multi item sales orders / quotes support.
  • Added: Miscellaneous line item support.
  • Fixed: An error state when the inventoryid is not found in the local database no longer occurs
  • Fixed: Script now set a misc glcategory on misc line items and the glcontext is now correctly set to 'Sale'
  • Fixed: We now get an error in logs when something can't be found in inventory.
  • Fixed: We now set the storeid for salesorderlines.
  • Fixed: Added an error message for when we can't load a customer.
  • Fixed (Case 35925) : Line Item descriptions are now filled in for a few choice fields.
  • Fixed (Case 35925) : the configuration option 'use_template' now works correctly, controlling whether to use the edocument template for lineitem descriptions.

Appraisals

  • Updated: new security (SSL) certificates have been generated and delivered.

Accounting

  • Added: dropdowns to the top of the chart of accounts page. These dropdowns allow the user to configure some settings that control important GL account choices. Current options are the A/R account, A/P account, as well as the account to hit for taxes with no other account chosen.

Credit Card Processing

  • Fixed: (case 36048) an issue where the module was not being initialized correctly.
  • Added: better error messages when unable to test the connection.
  • Added: "HTTP" as a connection method. This is the required method of connection for terminals that are configured for web application integrations.

Crystal Reports

  • Added: (case 35444) support for limits on which email address sources are shown in the advanced print dialog.
  • Changed: email addresses entered on previous advanced prints are now automatically 'forgotten' after 6 months.
  • Fixed: (case 35071) when creating report rows, we now do INSERT IGNORE to skip unnecessary duplicate report errors occurring in bursts during updates.

Customer

  • Fixed: the 'primary address' checkbox no longer gets grayed out if the user checks it on a particular address. This allows the user to change which address is primary freely.
  • Added: (case 35444) when emailing a statement from the customer screen, the email address dropdown is now only automatically populated with that customer's emails. This should prevent sending a statement to a different destination accidentally.
  • Fixed: an issue where the line item detail on the sales tab was not showing the right vendor and stock #.
  • Fixed: (case 36213) an issue where having no store region or sales person region might lead to an empty selection for default store or default salesperson.
  • Fixed (Case 36272): Removed the having clause from customer statements emailed from the customer screen
  • Fixed: (case 36510) an issue where the 'drag' bar on the messages tab could not be moved to resize. This was causing various display issues. Also, now the drag bar is limited so that the messages list cannot be completely hidden.
  • Fixed: some memory leaks.

Common Resources

  • Fixed: (case 36060) an issue where address verification popups would not remember where the user wants them positioned.
  • Added: support to the shared attachment popup for a new flag "Auto select first attachment". If set, as the target changes, the first attachment is automatically selected.
  • Added: if the user hits ok in the shared "edit/validate address" dialog, any modified value in the last edited field will now be guaranteed to save. Previously if the user closed the dialog by hitting Enter, some fields might not save.
  • Fixed: an issue where the verify address popup wouldn't size itself right.

Customer List

  • Fixed: an issue where doing a customer search would automatically put the user's focus into the multi-line read-only address column. Now the user can click into that multi-line edit, but they can arrow around the list to make a selection without bothering with those edits.

Data Management

  • Fixed: an issue where CSVs containing quotes escaped by more quotes (a common CSV format) were not being read correctly.
  • Fixed: a potential crash when doing a test import.
  • Added: tooltips to all onscreen fields and fixed various tab order issues.
  • Added: the import type now remembers the last selected import type for the user.
  • Fixed: an issue where hiding and then showing the advanced fields could lead to them being smaller than intended.
  • Added: more descriptive error messages.

Global Settings Extension

  • Changed: the queries that save settings now save in a way that will be less intensive on the database and should avoid errors when saving values to settings that have been deleted.
  • Changed: when the user logs out or closes the application, only modified user hotkeys are saved. Previously, all user hotkeys were deleted and resaved on every logout, causing unnecessary database activity.
  • Removed: the concept of Group level settings, which has been deprecated. All settings will continue to exist at either user, store, or global levels.
  • Changed: global settings are now stored in globalsettingvalue instead of storesettingvalue with a storeid of -1. This enables foreign key constraints in the database.

Home

  • Added: ship via to the sales order list
  • Fixed: (case 36569) an issue where performing a search for SOs, WOs, POs, or TOs on a home screen tab would not refresh the footer totals when the totals were $0.

Interchange

  • Changed: (case 34138) the application interchange search area and the interchange group search area.
  • Fixed: a query error when opening the screen related to loading manufacturers.

Inventory Overview

  • Added: tag # column is now bolded.
  • Fixed: the tag # column now sorts in a more reasonable way.

ITrack Online

  • Fixed: an issue where API queries were coming back as successful if the data payload is present but so is the errors section. Now such a response is considered an error.

Login

  • Added: the 'user stores' page in the Edit->Users dialog now sorts stores by their code automatically.
  • Fixed: the 'user stores' page used to always hide private stores if you weren't logged into them. Now, users with 'Global' permission for configuring user stores will see private stores for choosing for a user. This solves an issue where private stores could not be activated or deactivated for users, even by an administrator with global permissions.

MAS90Accounting

  • Added: SO tax accounting can now handle automatically calculated taxes. In these cases, the "Default tax account" configurable on the accounting screen will be used. In addition, if a SO is accounted with a tax item that has no GL account specified on it, the "Default tax account" setting will be used.

Options

  • Fixed: an issue where the Edit->User Preferences->Database configuration was not usable if the user was not logged in. Now they can configure the database without logging in.

Parts

  • Changed: (case 35416) the default date range for the monthly inventory usage on the replenishable tab is now the trailing 12 full months instead of the last 360 days, as that could involve partial months in the average.
  • Fixed: (case 35414) an issue where closing and reopening the image viewer dialog would lead to an empty popup with no attachments shown.
  • Added: (case 32819) adding inventory from the vendor catalog will now automatically add a UPC lookup to the lookups page if the UPC is filled out.
  • Fixed: an issue where a part added from the vendor catalog would mark the part as replenishable, but not initially show the replenishable page.
  • Fixed: an issue where changing year might clear vehicle model, even when it was still valid for the new year.
  • Added: choosing a vehicle to associate the part with will now launch the 'choose interchange #' popup if appropriate.
  • Changed: replenishable parts no longer require a default purchase vendor or part number.
  • Added: support for a new permission "Create new conditions". This is required for the user to be able to enter a condition value that is not already in the dropdown. If the user doesn't have that permission, the dropdown will force selection of an existing value.
  • Added: (case 34290) when a part is created from the vendor catalog, the notes, length, width, and height fields are now filled out automatically from the catalog row.
  • Added: when a part is created from the vendor catalog, if there are any rows found where the "Superseded By" field point to the new part, supersession rows will automatically be added to the "Lookups" page. In addition, if that catalog row has a "Superseded By" filled out, a supersession entry will be added to the lookups as well.
  • Changed: (case 36100) opening an existing part no longer automatically puts focus into the part type. Instead, it goes into the first field, tag #.
  • Changed: the part type dropdown on the replenishable page now shows the part type # in the dropdown like the other dropdowns.
  • Fixed: (case 36187) an issue where the manufacturer name (including code) was sent to the search screen when the user hit the "similar parts" search button.
  • Fixed: (case 36202) an issue where copying a part would leave the old tag #. Now it will be cleared out so that it can be reassigned on save.
  • Fixed: copying a part now marks the tag as unprinted, since the new item will not have had its tag printed yet.
  • Fixed: (case 36181) an issue where a replenishable part with no default purchase vendor or part number might have a blank default tag number.
  • Added: tooltips to the attachments page

Part Configuration

  • Fixed: (case 36131) adding a new manufacturer that matches a previous manufacturer will no longer cause the system to lock up.

Part Modification

  • Fixed: the change log popup dialog now works like the popup on the parts screen. Newest entries at the top, and quantity and costs are now displayed.
  • Changed: the export button now uses the default right-click list export code.
  • Fixed: an issue where change log entries would not save the current average cost, quantity, and gl category.
  • Added: the change log popup dialog now displays useful strings instead of behind the scenes numbers.
  • Fixed: an issue where saving a change log could throw a database error if the user deleted the quantity from the quantity column.
  • Fixed: the manage columns dialog now greys out the global and log changes checkboxes for external fields correctly.
  • Changed: (case 36371) the Modify Fields button has been removed and replaced with the "Edit"->"Inventory"->"Manage Settings & Fields..." menu option. This is to reduce confusion between the global inventory settings and the user's displayed fields on the part modification screen.

Purchase Orders

  • Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
  • Fixed: (case 35977) a couple issues with the dropship customer on a fresh PO or after clearing the screen.
  • Fixed: generating an electronic document from the PO would crash or generate the wrong document type.
  • Fixed: an issue where the destination store of a PO was not properly enforced if the 'customer dropship' checkbox was checked.
  • Fixed: an issue where switching destination store of a PO was not deleting all items from the previous store correctly.

Reports

Back Orders (BackOrders.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Billing Statement (Billing.rpt)

  • Added: (case 35435) a setting to include invoice PO# on rows whenever possible.
  • Changed: (case 35435) set subreport descriptions lines to "can grow"
  • Removed: (case 35359) customer mailing address
  • Added: (case 35359) remittance country
  • Added: (case 35359) remittance address textbox that supports carriage returns
  • Changed: (case 35807) New setting to include PO#s now defaults to 'True', simplified setting name

Customer Address Label (CustomerAddressLabel.rpt)

  • Removed: (case 35359) customer mailing address

Customer Address Label 5160 (CustomerAddressLabel5160.rpt)

  • Removed: (case 35359) customer mailing address

Delivery Picking Labels (LabelDeliveryPicking.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Delivery Picking List By Document (DeliveryPickingListByDocument.rpt)

  • Removed: (case 35359) customer billing mailing address
  • Removed: (case 35359) customer shipping mailing address
  • Added: (case 35359) customer billing address textbox that supports carriage returns
  • Added: (case 35359) customer shipping address textbox that supports carriage returns
  • Removed: (case 35359) reference to deprecated column, purchaseorder.destination
  • Added: (case 36096) barcode to the bottom of every page after page 1 of each document group.

External Work Order (WorkOrderExternal.rpt)

  • Removed: (case 35359) customer mailing address
  • Added: (case 35359) customer address textbox that supports carriage returns

Label 5160 - Simple (Label5160Simple.rpt)

  • Added: (case 33940) a version of Avery inventory labels that only include the tag and barcode

Location Count History (LocationCountHistory.rpt)

  • Added: (case 34198) a new report that shows the count history of locations. By default, it shows most recent count.
  • Changed: (case 36032) report functionality to a more reasonable default. Most recent count + date range summary, or full date range detail. All countable locations are included.
  • Fixed: (case 36032) page headers and exclusion on date range detail mode
  • Added: (case 36032) order parameter

Lost Sales (LostSales.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Outside Sales Commission (SalespersonCommission.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Packing Slip (PackingSlip.rpt)

  • Removed: (case 35359) customer billing mailing address, for main and alt. headers
  • Added: (case 35359) customer billing address textbox that supports carriage returns, for main and alt. headers
  • Changed: (case 36185) updated counterperson/sales rep terminology

Payment Receipt (PaymentReceipt.rpt)

  • Added: (case 35359) customer address textbox that supports carriage returns
  • Added: (case 35359) customer country

Pick List (PickList.rpt)

  • Removed: (case 35359) customer billing mailing address
  • Added: (case 35359) customer billing address textbox that supports carriage returns
  • Added: (case 36096) barcode to the bottom of every page after page 1.
  • Changed: (case 36185) updated counterperson/sales rep terminology

Picking Label (LabelPicking.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Picking Tag (TagPicking.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Purchase Order (PurchaseOrder.rpt)

  • Changed: (case 35398) date to use system default short format like the SO
  • Added: (case 35498) a setting to ignore system locale date format and use standard YYYY-MM-DD date format instead
  • Added: (case 35522) Vendor Invoice Number(s) when present.

Purchase Order Adjustments (PurchaseOrderAdjustments.rpt)

  • Added: (case 35062) a new report for showing PO adjustments by adjustment type

Released Credit Hold (ReleasedCreditHold.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales By Category (SalesByCategory.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales By Invoice (SalesByInvoice.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales By Source (SalesBySource)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales By State (SalesByState.rpt)

  • Added: (case 35719) a new mode parameter to toggle whether the report is grouping and filtering by "Ship To State" (default) or "Billing State"

Sales History (SalesHistory.rpt)

  • Removed: (case 33752) deprecated an old report

Sales Order 11in (SalesOrder11in.rpt)

  • Added: (case 35498) a setting to ignore system locale date format and use standard YYYY-MM-DD date format instead
  • Removed: (case 35359) customer billing mailing address, for main and alt. headers
  • Added: (case 35359) customer billing address textbox that supports carriage returns, for main and alt. headers
  • Added: (case 36123) a new setting to include VIN, true by default
  • Added: (case 36123) a new setting to include flex fields, true by default
  • Added: (case 36108) salesperson and/or counterperson email address after their name, per a new setting.
  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales Order Adjustments (SalesOrderAdjustments.rpt)

  • Changed: (case 35062) overhauled the report, adding more and better filters.

Sales Orders (SalesOrders.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Salesperson Profit Analysis (SalespersonProfitAnalysis.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Top Salespeople Trending (TopSalespeopleTrending.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology
  • Added: (case 36185) a new parameter to pick between counterperson and sales rep reporting. Note: this makes the old setting that accomplished approximately the same thing obsolete

Voided Sales Orders (VoidedSalesOrders.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

WO Picking Label (LabelPickingWO.rpt)

  • Changed: (case 36185) updated counterperson/sales rep terminology

Sales Orders

  • Added: (case 35448) a new setting to hide the sequential invoice #, as they have proved to be confusing to new and existing companies. If hidden, the values still exist in the background for any reporting needs. All existing companies default to not hiding the value (for continuity), while new deployments will default to hidden.
  • Fixed: (case 35461) if the user does a return, core status, delivery status, and price validation status are all no longer copied from the original line. This can prevent information accidentally carrying forward from an original document to the return.
  • Added: (case 33441) now, the salesperson can see serial #'s in the "choose serial" popup that are currently on hold. However, held serials will not be chosen automatically, and if the user chooses a held serial, they will be warned that it is not available.
  • Added: if a serial has been sold or consumed on another document, the screen will now show an attention icon and throw an error when attempting to finalize. This means now that the "no serial # chosen" attention icon now throws a blocking error when attempting to finalize.
  • Added: the edit item dialog is now read-only on voided documents.
  • Added: the choose serial # popup now shows a status column, and just that field is colored, which should make serials in various states easier to read and know that they are on hold/on order/sold/etc.
  • Added: (case 34386) a setting for enabling external tax service in the EE API. If this is enabled, every time the totals of the document change, a tax quote is retrieved from the database.
  • Added: (case 34386) the tax box at the bottom of the screen now shows "ERROR" if a tax service is enabled and an error was returned. The user can hover over the field to see the full error message in the tooltip.
  • Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
  • Added: column order now saves for the attachment list.
  • Changed: some of the live tax integration has been modified to facilitate WO tax quotes.
  • Fixed: an issue where changing the customer of a historical sale could cause problems if that sale had a payment spread across several invoices. The code that split the payment between the old and new customer was not splitting the payment right. Also, the new payment generated by the split has more explanation for why it was created.
  • Changed: return documents no longer copy internal and external comments from the original document
  • Fixed: the Edit->Document->Shipping Methods popup now allows the user to edit the SCA code.
  • Changed: (case 36060) the shipping address dropdown's "Billing Address" has been renamed to "Same as Billing Address" to make its behavior more obvious. Also, the dropdown now has a new option "Custom Shipping Address". If this option is chosen, changes made to the shipping address will not be copied to the billing address and vice versa.
  • Added: if the user clicks the tax box, the tool tip text will be put in the user's clipboard. This can help when the tax system returned an error.
  • Added: tax quote gets refreshed if the document addresses change.
  • Added: a SO with any jobs on it will now properly send the itemized detail of the jobs as part of the tax quote request. That way, the taxability of labor, shop fees, and EPA charges can be evaluated separately from parts charges on the job.
  • Added: (case 34386) if a tax automation service is enabled, finalizing a SO with "Automatic" taxes selected will submit a final tax document to the tax service.
  • Removed: a SO save operation no longer calls f_invoice_tax or f_invoice_subtotal after the save operation, since those functions cannot account for automatically calculated tax service amounts.
  • Fixed: the automated tax system no longer displays an error if no customer is chosen.
  • Fixed: the user can now click the 'reopen closed invoice' option for a SO that is voided but not closed.
  • Added: the automated tax system will now void the tax document if the SO gets reopened or voided.
  • Fixed (Case 35035): Added attention icons and a cancellation prompt for sales orders that have active ebay listings.
  • Fixed: an issue where a custom billing address that differed from the shipping address by only phone # or email would not correctly load back up as a custom shipping address.
  • Fixed: an issue where reopening a SO or voiding it was not correctly reversing external tax documents.
  • Added: (case 36419) permission for whether a user can enter new serial #'s instead of choosing existing ones.
  • Fixed: (case 36630) various crashes that could occur when adding or deleting tax items.
  • Fixed: an issue where the tax item popup could show a value for 'in use' for a new, unsaved tax item if there were invoices with no tax item. This could prevent the user from deleting an unsaved tax item.
  • Added: hitting "add" to add a new taxitem automatically puts the user's focus into the list control so they can give it a name without clicking around.
  • Fixed: an issue where finalizing a SO with automatically calculated taxes wouldn't show any error message to the user if it failed to finalize the taxes.
  • Fixed: an issue where doing a core exchange from the core management screen might not automatically enter the correct description and price.
  • Changed: even if automated taxes are enabled, the salesperson can still choose a different tax item. This should help in the cases of errors or weird corner cases with taxes.
  • Fixed: an issue where statically calculated taxes weren't playing well with automated taxes.
  • Added: the configure shipping methods dialog now allows the user to manage the new 'local pickup' flag on shipping methods. Local pickup shipping methods control the destination address for tax calculations in Will Call or counter pickup situations.
  • Removed: "None" as a shipping method is no longer treated as a special value.
  • Added: if a shipping method with the Local Pickup flag set, the shipping address area will be locked and tax calculations will use the document store address as the destination address.
  • Added: switching customer address or shipping method now cause tax quotes to be recalculated, since those can affect tax amounts.
  • Added: new setting: "Sales Orders", "Lock shipping address for local pickups" which defaults to "True". When set to False, local pickup shipping methods will no longer lock the customer destination address area. This facilitates companies who like to choose a destination contact on pickup orders as well. This does not affect the destination address used for tax calculations.

Search

  • Changed: (case 35536) by user demand, many of the columns now use a special sort order that will treat columns that can contain numbers or letters more reasonably, such as tag # or Model. Numeric values will sort in a more obvious way.
  • Removed: suppressing the ability for the user to show/hide the appraised value column, as it is special and not like the other fields that can be hidden.
  • Added: more protections against image related crashes.

Transaction List

  • Fixed: (case 36181) an issue where saved search filters were not loading onto the screen correctly, and new saved searches were not saving their filter names correctly.
  • Fixed: an issue where column orders were not saving.
  • Added: Case# 36438 Add Store Filter to Transaction List for the Inventory Source
  • Added: Case 36603 Add Payment Type, ID, Amount to the Transaction List for Sales Order Source
  • Added: Case 36605:Added Created By User to the Transaction List for the Sales Order source
  • Changed: (case 36521) date time pickers in list controls now show a calendar button for choosing date instead of an up/down arrow for cycling dates and times by +/-1.

User Hotkeys

  • Moved: customer search from "Search" area to "Customer" area.
  • Added: hotkeys for looking up WOs, POs, and TOs (like the SO lookup).

Vehicles

  • Added: (case 31939) newly created bid vehicles no longer default to setting their 'purchase date'. Now, status B vehicles will uncheck that date, and it will instead be set when a bid is accepted. For newly created vehicles of status A, it will continue to set to the current date.
  • Added: the performance page now remembers column sizes and order for the sold and available components lists.
  • Added: tooltips to the performance page's edits. The descriptions attempt to explain vehicle costs and best practices.
  • Added: a useful tooltip to each tab/page name on the screen.
  • Added: tooltips to all fields on the basic information tab.
  • Added: tooltips to the attachments page
  • Added: tooltips to all page headers and all controls on the screen to help explain the function of various fields.

Vendor List

  • Fixed: an issue where doing a vendor search would automatically put the user's focus into the multi-line read-only address column. Now the user can click into that multi-line edit, but they can arrow around the list to make a selection without bothering with those edits.

Vendor

  • Fixed: the 'primary address' checkbox no longer gets grayed out if the user checks it on a particular address. This allows the user to change which address is primary freely.
  • Added: the vendor catalog page now shows the notes and "Superseded By" fields from the vendor catalog, as they may contain important information.

Work Orders

  • Added: (case 33441) similar to sales orders, the user can now add serial #'s to a WO that are on hold. They are warned that these serial #'s are not available.
  • Added: the user can no longer finalize a WO if the serial # chosen for an item is no longer on hand (already sold or consumed).
  • Added: double-clicking the 'need serial #'s attention icon now opens up the choose serial # popup.
  • Added: current location to the "choose serial #" dialog.
  • Changed: the sort style of "Lookup" column so that tag #'s sort in a more reasonable order.
  • Fixed: (case 36075) an issue where non-stocked manufacturer items might not display the value in the lookup column correctly until after the user saved the WO.
  • Fixed: (case 36100) an issue where opening the WO screen would incorrectly put the user's focus into the complaint field instead of the WO type field, which is generally the first thing a user wants to choose.
  • Fixed: overactive change detection when loading a WO had automatically calculated taxes.
  • Added: support for automated tax quotes for work orders.
  • Added: tax quote gets refreshed if the WO address changes.
  • Fixed: (case 36382) inherent and dirty cores added to a job from a template will now correctly show up on core management.
  • Fixed: (case 36382) dirty cores added to a job from a template now show their cost correctly immediately. Before, they would need to be saved first.
  • Fixed: (case 36382) an issue where creating a job from a template didn't correctly set the core status to Available for inherent and dirty core lines.
  • Fixed: an issue where the parts list was not saving its column order correctly.
  • Added: the notes column in the parts list is now multiline and the user click in to read the entire notes.
  • Fixed: the screen no longer shows an error if no customer is selected.
  • Fixed: (case 36513) an issue where deleting an item with an inherent core charge could lead to the inherent core charge being left on the document.
  • Added: (case 36419) permission for whether a user can enter new serial #'s instead of choosing existing ones.
  • Fixed: an issue where sorting the job part list by the lookup column could cause inherent cores to become disassociated with the parent parts. This could lead to a crash.

Release Candidate Change Log

Changelog Archives

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