Difference between revisions of "ITrack/Enterprise/Changelog"

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All dates shown are when files were put on the Auto-Updater.  Users can manually check for new updates in ITrack by going to the '''Actions''' menu (at the top) > '''Updater''' > '''Check for updates'''.
All dates shown are when files were put on the Auto-Updater.  Users can manually check for new updates in ITrack by going to the '''Actions''' menu (at the top) > '''Updater''' > '''Check for updates'''.


==2010-06-23==
==2010-07-12==
===WorkOrders===
* Added: preliminary work on creating a work order for breaking down an assembly. The process so far will create a work order, find (or create if they don't exist) an appropriate work order type and job template, add the components as master parts, add the assembly as a job part, and finalizes the WO.
* Fixed: a bug where shop fees that were a percentage of labor cost would sometimes update on the screen, but an different (older) number would be saved to the database.
 
==2010-06-17==
===InventoryOverview===
* Fixed: crash when sending transfers to the TO screen. (bug 1460)
 
==2010-06-16==
===Common Resources===
===Common Resources===
* Added: a new shared dialog for presenting the user with a dialog containing a single dropdown and having them make a choice between the presented options. This is being used currently by the Configure->Shipping Methods dialog to make a user choose a shipping method to replace a deleted (in-use) shipping method.
* Added: standardized email dialog function calls.
* Added: 'attach images' checkbox to the dialog allowing the user to easily disable the feature where images are attached to the email (depending on email method).
* Added: screens that use the email dialog can now specify some attributes that start as unchecked (making it so that they are available, but not in emails by default).
* Fixed: the email dialog now correctly shows field name instead of field value in the list on the left.


===CoreManagement===
===Customer===
* Added: the vendor core tab is now only visible if the user is set up to 'opt-in' to beta features (in the user settings).
* Added: all lists on the sales history tab now remember the user's last column order and configuration.
* Added: all dates in the list now use the user's windows locale date format.
* Fixed: issue where invoices weren't sorted in the correct order.
* Added: user setting to remember whether to hide the lineitems list by default or not.
* Fixed: when the user opens a payment, the correct payment method will be selected in the dropdown, even if the user's allowed payment method list has been changed to disallow that payment method (bug 1503).


===CrystalReports===
===CustomerList===
* Fixed: The reports page on the edit options dialog now correctly saves/modifies reports as the user would expect. This means that the user can modify, add, or remove reports through this interface now (bug 952).
* Fixed: a query error that could occur if the user assessed finance charges with no stores selected.
 
===Customer===
* Fixed: the warning that would popup when voiding a sales order or payment on the customer screen was a little out of date. It now gives the user more accurate and concise information.
* Fixed: if the user has a limit to the number of customer units to display on the service tab, it will now show that number of units (rather than a smaller amount depending on how much Q&A is associated with those units). (bug 829)
* Fixed: a user with no edit permissions who loaded an existing customer might see the wrong store selected for some alternate addresses (mentioned in bug 1431).
* Fixed: customer screen was erroneously saying that a change had been detected when the user loaded a customer and had no permission for editing billing addresses.
* Fixed: using commas in the mileage field on the customer unit dialog was allowed, but it caused the rest of the number to get cut off. (bug 1451).


===Database Updates===
===Database Updates===
* Added: new transfer order permission for voiding TOs.
* Added: the gl department field is now optional in the job template table, as we don't require all users to utilize this feature.
* Added: new field to transfer orders to track the last date a TO was received (bug 1325).
* Fixed: an issue where, if a SN had been transferred on 2 transfer orders (in sequence) and the SN was marked received on both TOs (but the TOs weren't actually done receiving), the SN could remain in an 'On Hold' or 'In Transit' state indefinitely.
* Added: new permission for accessing the new configure->Document...->Shipping methods. This permission can only be None or Global.
* Added: `public` flag to all attachment tables (bug 1496).
* Removed: shippingmethod.qbid from those databases that still have it.
* Fixed: bug in version 151 database update that could cause the lost sales document type to get messed up or removed.
* Added: a couple new columns to the collection table for use in upcoming features in the assembly/breakdown.


===ITMySQLConnection_d===
===ITMySQLConnection_d===
* Fixed: the use compression option was sometimes being used even when it was not turned on on purpose.
* Removed: locking around a certain connection function that kept query cancelling from working (like on the search screen).
 
===ITrackOnline===
* Added: the status bar now displays the URL that it was told by code to visit
 
===ITSQLFramework===
* Added: compatibility with new database connection scheme.
 
===Login===
* Changed: renamed the confusing Configure->Users...->Users to Configure->Users...->User permissions and settings.
 
===MAS90Accounting===
* Fixed: updated to be compatible with recent changes to transfer order objects.


===Master===
===Master===
* Fixed: compatibility with new database functions.
* Fixed: a rare crash when opening screens.


===PartConfiguration===
===PartConfiguration===
* Fixed: the part configuration screen now gives a user friendly warning (instead of a database error) if a manufacturer was modified to have the same name or code as another manufacturer. (bug 1155)
* Added: each page is now set up to do delayed-load. This way, each page is only loaded into memory when the user first visits it. This makes opening the screen faster and lowers load on the database.


===Parts===
===Parts===
* Fixed: issue with some versions of windows when a user used the open file dialog to attach exactly one image or attachment.
* Fixed: a crash that could occur if new components were added to a collection and the part was saved (and not closed). All the following changes apply to the new Breakdown dialog on parts:
* Added: as per user request (bug 1430), the transactions tab now colors void documents red and puts the word VOID at the end of the document type.
* dozens of interface improvements and additions.
* Fixed: similar parts button now correctly sends the sub-interchange # to the search screen for exact interchange searches. (bug 1168)
* Important columns in the list are now bolded.
* Added: the assembly breakdown button is now only visible if the user is set up to 'opt-in' to beta features (in the user settings). This will be removed when the feature is complete.
* There is now a 'create' checkbox. All checked components will be created by the breakdown operation. Unchecked items are ignored in costing calculations.
* Added: breakdown dialog now displays various data about the components and assembly itself.
* Quantity to create is now taken into account when calculating cost per item. Added a total cost column.
* Added: the breakdown dialog now has 3 costing method radio buttons: fixed (manual), ratio (uses the cost factor of each component to calculate cost), and retail price (not yet implemented). The user should be able to configure the cost of component parts, but the dialog isn't complete yet.
* Added a couple buttons to quickly select or deselect all currently visible components.
* Added: columns to the collection list for the user to configure component cost factor and whether the part is integral to the assembly. Cost factors allow the user to say how important each component is to the total cost of the breakdown. Components that are marked as integral will automatically disperse the assembly when they are removed (by default).
* Assemblies attached to a vehicle can now always have their total dispersal cost changed.
* Added: tag # and quantity columns are now bold.
* Beginning a breakdown now starts with no components checked but with a disperse quantity of 1.
* Added: quantity and cost factor columns only allow numbers to be entered.
* The dialog now warns the user if the entire cost is not allocated or if a breakdown involves no parts.
 
* The retail price costing mode is now implemented.
===Payment Entry===
* If an integral component is marked for removal, all parts will be marked for removal and the assembly will get set at a disperse quantity of 1 if it was 0.
* Fixed: date column in the allocations dialog now sorts correctly and uses locale dates.
* Added: the breakdown dialog now formulates a request object that gets sent to the WO screen when the user hits ok on the breakdown dialog.
* Fixed: default image directories now use ITrack Enterprise rather than ITrack Pro defaults.
* Added: advanced assembly breakdown mode to the assembly breakdown dialog. When this is checked, the WO generated for the breakdown is opened on the WO screen (unfinalized) instead of finalizing automatically in the background.
* Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.


===PurchaseOrders===
===PurchaseOrders===
* Added: added a field that shows what user created a transfer order (bug 698). This field is read-only and shows the user that was logged into the terminal that the TO was created from.
* Added: the POs/TOs tabs now only load 'on-demand'. This means that if the user opens the screen, the first page will be loaded, but the TOs tab won't be loaded into memory until the user visits that page. This makes opening the screen faster, and lowers unnecessary database load.
* Added: the 'created by' field on TOs and 'salesperson' field on POs now properly add inactive users to the dropdown if a historical order was performed by a user that is now inactive.
* Fixed: purchase orders page now properly sizes initially.
* Added: a new TOs permission for controlling whether a user can void TOs. If a user has 'store' level permission for this privilige, this counts if the user has access at the source store or the destination store.
* Changed: the transfer orders tab is now laid out like the POs tab. This should make the tabs easier to use.
* Added: some controls were resized to give more space to user data.
* Added: perform advanced operation button (similar to the perform button on POs). Currently the only option in this dropdown button is "Void TO".
* Added: transfer orders can now be voided. The void operation should now: move quantity back, change statuses, recalculate average cost, reverse serial transfers, cancel order requests, renege order fulfillments, and reverse accounting activity done by the TO.
* Fixed: void option is only available when you load non-voided TOs.
* Added: there is now a read-only field that displays the last time a TO was received. This is for the request in bug 1325. This is a new field, so all old TOs will not have this information.
* Fixed: Kits now work the same as templates on transfer orders. This is part of the request in bug 420. This means that adding a kit to a TO simply adds all the children of the kit as though they were independent items (and their quantities can be managed separately and deleted individually).
* Added: the user can now load PO #'s with the - syntax, similar to how SOs load. So, the user can specify 3-100 in the PO # field to load PO 100 at store 3 (instead of using the store dropdown). (bug 832)


===SalesOrders===
===SalesOrders===
* Fixed: the taxable checkbox on the edit item dialog wasn't always working.
* Fixed: Display issue where pennies were incorrect.
* Fixed: adding a core charge to a non-stocked item now correctly grabs initial cost (bug 1130).
* Removed: manual drag + drop enabling (AfxOLEInit) because it is done by ITrack.exe now.
* Fixed: rare crash when loading certain invoices that have items with core charges where the items are in the wrong order.
* Fixed: voiding invoices now always cancels order requests, no matter what screen initiated the void operation.
* Fixed: voiding invoices now reverses changes to serial numbers. Therefore, a SN will go back to Sold/Available if you void a Return/Sale that had serialized items on it.
* Fixed: invoice # field now resets when you clear an invoice.
* Added: the counterperson and customer salesperson dropdowns now properly shows the user if a historical SO was saved with a counterperson/salesperson that is now inactive or isn't marked as a salesperson any more (bug 1132).
* Added: some speed enhancements related to the user lists (eliminated a query run when switching users in the dropdown).
* Fixed: standard return items (items that reference a previous sale item) now no longer allow their cost to be overridden, as the cost of a standard return item should be fixed to the cost of the original sale.
* Added: anonymous return items (items that have a negative quantity but don't reference a previous sale) now allow their cost to be overridden. This allows users to specify the cost of the item coming into inventory. (bug 815)
* Fixed: overriding cost on an item then returning that item no longer starts the return with the cost override checkbox checked.
* Added: a new configuration dialog for managing shipping methods. This can be accessed from Configure->Document...->Shipping Methods (as long as the SOs dll is loaded into ITrack). (bug 1116)
* Added: a new permission that controls whether the user can configure shipping methods. The store permission is the same as None since these objects are global in scope.
* Fixed: the configure->Shipping methods dialog no longer allows the user to create shipping methods with an empty name or ones that share a name with another shipping method (duplicate).
* Added: when the user deletes a shipping method that is in use, they are prompted to choose a new shipping method that will 'replace' that shipping method on all existing documents. When the user hits ok, all historical documents are updated to reflect this change.


===Search===
===Search===
* Added: compatibility with recent changes.
* Fixed: Searches with 0 results now show up in logged searches (when enabled).
 
* Fixed: by user request, hitting enter on dropdowns 'confirms' the closest match to the current entry (and does not perform a search). If the user hits enter on a dropdown when its dropdown box is not visible, a search will be performed. This means that typing 'DE' in the manufacturer dropdown and hitting enter would select "DETROIT" and close the dropdown. A subsequent enter keystroke will perform a search.
===Vehicles===
* Added: Smart Search is now recorded in a reasonable way in the search logging system.
* Added: if you hit the add cost button the costs tab of vehicles, it now asks you if you want to save if you've changed the vehicle. (bug 413)
* Fixed: the email button now works with the new vehicles email functionality.
* Fixed: when saving a vehicle through any of the print buttons, if the user hit save + close afterwards, the screen would complain that the vehicle had been modified from another place since the last load. (bug 1239)
* Fixed: an error where the cancel button on the search in progress message box wouldn't do anything. The following changes represent an extensive rewrite of the search screen's 'back-end' to make the screen load faster, operate faster, and search faster.
* Fixed: issue with some versions of windows when a user used the open file dialog to attach exactly one image or attachment.
* Removed: vehicles page. It seems evident that the whole units tab is a sufficient replacement and we aren't going to need it. Its removal makes the file smaller, and execution slightly faster.
 
* Added: Central document object shared between all pages. It contains all data that is shared between tabs. It also does most of the initializing for the data used by the screen. This way, every page can be loaded 'on-demand', meaning that each page is only loaded when the user visits it. This cut average search screen load times from 3-3.5 seconds down to 2 seconds during tests, this represents nearly a 50% speed improvement during loading.
===WorkOrders===
* Fixed: many queries and data accesses have been combined between tabs into the Search Document loading. This has reduced overall number of queries run on initialization.
* Removed: Part # lookup mode, because it only did something contained within the smart search, which was confusing to some users (bug 262)
* Removed: all references to the derelict 'Vehicles page'. It seems that we have pretty fully moved to whole units as the new vehicles and this page and its handling code were taking up memory space.
* Fixed: issue where the customer lookup could become invisible.
* Removed: the old 3 'vehicle flex field' options on the search defaults page. These were leftovers from the old vehicles search page and didn't have all the appropriate options in them. Now, there are 4 vehicle flex fields that correspond to the flex fields on the whole units page (and are filled with those options).
* Fixed: the cost column on WOs now just shows true item cost instead of cost
* Moved: user preferences for part/search maximum result count and warning count have been moved to the user settings in the database instead of the ini file.
* quantity. This was a user request in bug 427. This should make WOs more consistent with the interface on SOs and should make the calculations on the screen a bit more obvious.
* Fixed: there was an issue where searching by a flex option that required a join wasn't utilizing those joins in the query. This was because the necessary join string wasn't being populated in the SearchOption structure. I noticed this issue due to an error report on the error reporting database.
* Added: the salesperson dropdown now properly shows the user if a historical WO was saved with a salesperson that is now inactive or isn't marked as a salesperson any more (bug 1132).
* Removed: references to the old 'interchange search' saving system in EE (a holdover from pro) because the current search logging system should be a superset of that functionality. This should slightly speed up all searches and when the user sends results to any screen.
* Added: the worker dropdown on work clock entries now properly shows the user if a historical work clock entry was saved with a user that is now inactive or isn't marked as a worker anymore (but 1132).
* Fixed: the way that vehicle part searches are done has been standardized so that they will return the same results no matter if its done from the vehicles screen or the vehicle search tab.
* Added: some minor speed enhancements related to loading the user lists (eliminated an unnecessary query when opening the labor edit dialog).
* Added: performance increase: if the user has chosen to count pictures (for parts or vehicles), this step is not performed until the first search. This makes loading the screen faster, though the first search may take slightly longer.
* Fixed: a rare crash when loading a new WO without clearing the previous WO.
* Changed: renamed the Quotes/Estimates and Sales/Usage infopane options to be more self-explanatory and standard between vehicles and parts.
* Added: the next and previous buttons now always ignore void WOs.
* Added: the Quotes/Estimates and Sales/Usage infopane options for vehicles now show all parts on the vehicle (including the vehicle itself).
* Added: hitting the next WO button when on the last WO now 'wraps around' back to the first WO.
* Added: there is now an Allocations infopane option for vehicles, which shows documents allocating the whole unit.
* Added: hitting the previous WO button when on the first WO now 'wraps around' back to the last WO.
* Added: all dates in the info pane results are now displayed in the user's windows date format (and sorted accordingly).
 
* Added: Appraisal functionality. Works on Parts and Vehicles (vehicles that use special inventorytype #s won't be searched correctly!). Not having a valid configuration for AppraisalExtension.dll will result in the button being clickable one time. On fail-click, a message box pops up describing the issue, and then the button disappears. Per Bug #883.
==2010-06-11==
* Fixed: Whole Unit searches weren't clearing on a new search.
===Customer===
* Fixed: issue where deleting and adding an image to a vehicle at the same time could cause the newly added image to not be added (bug 1506).
* Fixed: the warning that would popup when voiding a sales order or payment on the customer screen was a little out of date. It now gives the user more accurate and concise information.
* Fixed: flex searches now work correctly when another screen initiates it (such as tag # search initiated by the parts screen).
* Fixed: if the user has a limit to the number of customer units to display on the service tab, it will now show that number of units (rather than a smaller amount depending on how much Q&A is associated with those units). (bug 829)
* Fixed: a user with no edit permissions who loaded an existing customer might see the wrong store selected for some alternate addresses (mentioned in bug 1431).
* Fixed: customer screen was erroneously saying that a change had been detected when the user loaded a customer and had no permission for editing billing addresses.
 
===Master===
* Fixed: Tokenizer error that was turning every END block into END END instead of END in text. Token IDs were correct, but the text coming off of them was not.
* Fixed: an error that could sometimes occur when downloading and running larger database updates. Trash characters were being downloaded and inserted in the middle of the queries, resulting in failed query operations.  
 
==2010-06-11==
===Customer===
* Fixed: the warning that would popup when voiding a sales order or payment on the customer screen was a little out of date. It now gives the user more accurate and concise information.
* Fixed: if the user has a limit to the number of customer units to display on the service tab, it will now show that number of units (rather than a smaller amount depending on how much Q&A is associated with those units). (bug 829)
* Fixed: a user with no edit permissions who loaded an existing customer might see the wrong store selected for some alternate addresses (mentioned in bug 1431).
* Fixed: customer screen was erroneously saying that a change had been detected when the user loaded a customer and had no permission for editing billing addresses.
 
===Master===
* Fixed: Tokenizer error that was turning every END block into END END instead of END in text. Token IDs were correct, but the text coming off of them was not.
* Fixed: an error that could sometimes occur when downloading and running larger database updates. Trash characters were being downloaded and inserted in the middle of the queries, resulting in failed query operations.  
 
==2010-06-08==
===Payment Entry===
* Fixed: date sorting in allocation dialog was not sorting by month correctly.
* Fixed: crash related to drag + drop of items.
 
===WorkOrders===
* Fixed: query error when loading salespeople when opening the screen.
* Fixed: issue where the customer lookup could become invisible.
* Fixed: database error when voiding work orders.  
 
==2010-06-03==
===WorkOrders===
* Fixed: if the user added an item to a WO that was purely misc (only a description, quantity, and/or price) the system would throw "Invalid job" errors because of invalid GL categories.
* Added: if an item on the WO has an invalid GL category or GL context (and GL accounting is on), the user is warned of this problem before the save begins. This prevents WOs that were getting partially closed then getting an "Invalid Job" error.
* Fixed: job parts no longer default their GL category and GL context to "10000".
* Added: just like SOs, purely misc job part items now grab their gl category # from the global setting "Global"->"Default misc item gl category".
* Added: if gl accounting is off, the WO save process no longer attempts to look for final accounting gl accounts in the database. This should skip this step if a company has gl accounting off (and it isn't configured) for the sake of speed and avoiding errors.
* Added: there is now an warning that pops up if you save an internal WO without specifying at least one master part.
* Added: there is now an error that stops the save process if the user attempts to finalize an internal WO with no valid master parts.
* Fixed: there was a query error in the void WO process.
* Fixed: assertion that would happen intermittently when hitting the ok button on the edit job dialog (for jobs with parts on them).
* Added: several internal functions were being called unnecessarily when editing jobs and displaying jobs. Removal of this code should significantly increase the speed of several operations and reduce flickering in the parts list.
 
==2010-06-02==
===Customer===
* Fixed: entering a zip code wouldn't always select the correct region store (bug 1385).
 
===MAS90Accounting===
*Re-uploading accounting module to try to fix crashes on transfer orders.
 
==2010-06-01==
===CoreManagement===
* Fixed: tag printing wasn't working if you had the "& print tag" checkbox checked when inventorying cores.
 
===Customer===
* Added: extra parameter to aging function to accommodate multi-store companies.(bug 1410)
 
===Database Updates===
* Removed: A view `v_vehicle_cost` isn't used anywhere and is causing replikwando errors, so it's being removed.
* Added: Changes to the database to further facilitate lost sales tracking.
* Added: rank column to the transferorderline table. This is for remembering the last order that the lines on the screen were in.
 
===PartConfiguration===
* Fixed: as per bug 1411, saving a unique model was detecting collisions with models under different part types.
 
===Payment Entry===
* Added: extra parameter to aging function to accommodate multi-store companies. (bug 1410)
* Removed: enter = tab functionality. This was interfering with the notes field (a multiline edit box where enter means insert a new line). (bug 1405)
* Fixed: notes field had horizontal scrolling capability instead of line breaks and vertical scrolling ability. (bug 1405)
 
===PurchaseOrders===
* Fixed: If you were loading a PO under the "New" posting, it would ask the user to pick a posting twice. This made it difficult to load a PO into a new posting.
* Added: purchase orders now allow several fields to be edited even if the current posting is approved (as long as prices aren't finalized): adjustments, taxes, done receiving.
* Added: the user can now 'reopen' POs that are marked as done receiving as long as the PO isn't prices finalized. There is a permission to regulate this.
* Fixed: the "Force Done Receiving" checkbox now is labeled "Done Receiving" and is checked whenever the PO is done receiving.
* Fixed: the user no longer will receiving the warning about no vendor packing lists if the current posting is approved.
* Added: a posting total field that will display the total cost of parts received on that posting.
* Changed: the purchase orders line items list can now be re-ordered. This order is saved in the database.
* Changed: the transfer orders line items list can now be re-ordered. This order is saved in the database.
* Added: purchase orders now have a posting total that sum up the total value of items being received on the current posting. (This does not include taxes or adjustments)
* Fixed: a crash on the transfer orders page when managing order requests or loading some new items.
* Added: the ability to drag + drop items within a list control. This allows the user to more specifically customize the order of items in the list with ease.
* Fixed: many issues with multiple item selection within a list.
 
===SalesOrders===
* Added: Some message boxes that will help the user automatically assign a Sales Order to Lost Sale status if the situation dictates. This means that if they void an open SO or mark a quote as closed, the user will be asked if they meant to make it a lost sale instead.
* Fixed: as per bug 1413, opening a closed quote or hold order no longer shows the "Invoice #" field with "Document not closed" in it.
* Added: the line items list can now be re-ordered. This order is now saved in the database.
* Added: the ability to drag + drop items within a list control. This allows the user to more specifically customize the order of items in the list with ease.
* Fixed: many issues with multiple item selection within a list.


===Vehicles===
===Vehicles===
* Fixed: if the user doubleclicked on a sold item in the performance tab, both the parts screen and SOs screen were opened. Now, the parts screen is opened if you doubleclick the tag # column, and SOs is opened in all other cases.
* Replaced: the old email method has been removed and replaced with a global function on vehicles. This means a vehicle can easily be emailed from anywhere in the software, even if it isn't loaded on the vehicles screen. This required rewriting much of the email functionality on vehicles.
* Added: many more fields are getting exported to the vehicle email operation. (bug 966)
* Added: the user is prompted to save the current vehicle before emailing it.
* Fixed: before, if the user saved a vehicle without clearing it, the user might still be prompted to save it again later.
* Fixed: hitting the view button on the advanced page now works in more cases.
* Fixed: if you choose to 'view' a new image on a vehicle, the image file is now written to the temporary files directory instead of the windows directory.
* Changed: the buttons have been rearranged to group similar functions together better.
* Added: there is now an email vehicle button and a print spec sheet button in the bottom left corner. These allow the user to easily email the vehicle info, or print a spec sheet for the currently loaded vehicle.
* Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.


===WorkOrders===
===WorkOrders===
* Added: the ability to drag + drop items within a list control. This allows the user to more specifically customize the order of items in the list with ease.  
* Removed: old 'fixed job price' checkbox on the job dialog.
* Fixed: resized items on the job dialog to fit in better.
* Added: new button: 'scale prices' located above the parts list. This button is designed to replace the functionality of the fixed job price feature. Instead of fixing the job price at a certain value, the user can now simply 'scale' the prices of all the parts on the current job (or the entire WO) so that the total matches a certain value. This was requested in bug 735.
* Added: scale item prices dialog that pops up when the user hits the scale prices button mentioned above. From this dialog, the user is asked: 1. if they want to change the prices of all parts on either the current job or the entire WO 2. if the want to scale items prices based one their current price or their cost 3. which total they want to specify a fixed value for. The options are: current job parts total, current job total, WO parts total, WO subtotal (before tax). 4. And finally, they are allowed to input a money value representing the total they wish the WO or job to have.
* Added: assemblies added to assembly breakdown WOs now have their cost override flag set so that the cost doesn't deviate from the specified value.
* Added: when assembly breakdown WOs are performed and the assembly item's QOH isn't changing, the assembly item on the WO is detached from the inventory record (like a non-stocked item) so that finalizing the WO won't affect QOH.
* Fixed: when the user uses the enter button to close the job dialog, all data is now saved (bug 1495).


==Changelog Archives==
==Changelog Archives==

Revision as of 16:33, 13 July 2010

All dates shown are when files were put on the Auto-Updater. Users can manually check for new updates in ITrack by going to the Actions menu (at the top) > Updater > Check for updates.

2010-07-12

Common Resources

  • Added: standardized email dialog function calls.
  • Added: 'attach images' checkbox to the dialog allowing the user to easily disable the feature where images are attached to the email (depending on email method).
  • Added: screens that use the email dialog can now specify some attributes that start as unchecked (making it so that they are available, but not in emails by default).
  • Fixed: the email dialog now correctly shows field name instead of field value in the list on the left.

Customer

  • Added: all lists on the sales history tab now remember the user's last column order and configuration.
  • Added: all dates in the list now use the user's windows locale date format.
  • Fixed: issue where invoices weren't sorted in the correct order.
  • Added: user setting to remember whether to hide the lineitems list by default or not.
  • Fixed: when the user opens a payment, the correct payment method will be selected in the dropdown, even if the user's allowed payment method list has been changed to disallow that payment method (bug 1503).

CustomerList

  • Fixed: a query error that could occur if the user assessed finance charges with no stores selected.

Database Updates

  • Added: the gl department field is now optional in the job template table, as we don't require all users to utilize this feature.
  • Fixed: an issue where, if a SN had been transferred on 2 transfer orders (in sequence) and the SN was marked received on both TOs (but the TOs weren't actually done receiving), the SN could remain in an 'On Hold' or 'In Transit' state indefinitely.
  • Added: `public` flag to all attachment tables (bug 1496).

ITMySQLConnection_d

  • Removed: locking around a certain connection function that kept query cancelling from working (like on the search screen).

Master

  • Fixed: a rare crash when opening screens.

PartConfiguration

  • Added: each page is now set up to do delayed-load. This way, each page is only loaded into memory when the user first visits it. This makes opening the screen faster and lowers load on the database.

Parts

  • Fixed: a crash that could occur if new components were added to a collection and the part was saved (and not closed). All the following changes apply to the new Breakdown dialog on parts:
  • dozens of interface improvements and additions.
  • Important columns in the list are now bolded.
  • There is now a 'create' checkbox. All checked components will be created by the breakdown operation. Unchecked items are ignored in costing calculations.
  • Quantity to create is now taken into account when calculating cost per item. Added a total cost column.
  • Added a couple buttons to quickly select or deselect all currently visible components.
  • Assemblies attached to a vehicle can now always have their total dispersal cost changed.
  • Beginning a breakdown now starts with no components checked but with a disperse quantity of 1.
  • The dialog now warns the user if the entire cost is not allocated or if a breakdown involves no parts.
  • The retail price costing mode is now implemented.
  • If an integral component is marked for removal, all parts will be marked for removal and the assembly will get set at a disperse quantity of 1 if it was 0.
  • Added: the breakdown dialog now formulates a request object that gets sent to the WO screen when the user hits ok on the breakdown dialog.
  • Fixed: default image directories now use ITrack Enterprise rather than ITrack Pro defaults.
  • Added: advanced assembly breakdown mode to the assembly breakdown dialog. When this is checked, the WO generated for the breakdown is opened on the WO screen (unfinalized) instead of finalizing automatically in the background.
  • Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.

PurchaseOrders

  • Added: the POs/TOs tabs now only load 'on-demand'. This means that if the user opens the screen, the first page will be loaded, but the TOs tab won't be loaded into memory until the user visits that page. This makes opening the screen faster, and lowers unnecessary database load.
  • Fixed: purchase orders page now properly sizes initially.

SalesOrders

  • Fixed: Display issue where pennies were incorrect.
  • Removed: manual drag + drop enabling (AfxOLEInit) because it is done by ITrack.exe now.

Search

  • Fixed: Searches with 0 results now show up in logged searches (when enabled).
  • Fixed: by user request, hitting enter on dropdowns 'confirms' the closest match to the current entry (and does not perform a search). If the user hits enter on a dropdown when its dropdown box is not visible, a search will be performed. This means that typing 'DE' in the manufacturer dropdown and hitting enter would select "DETROIT" and close the dropdown. A subsequent enter keystroke will perform a search.
  • Added: Smart Search is now recorded in a reasonable way in the search logging system.
  • Fixed: the email button now works with the new vehicles email functionality.
  • Fixed: an error where the cancel button on the search in progress message box wouldn't do anything. The following changes represent an extensive rewrite of the search screen's 'back-end' to make the screen load faster, operate faster, and search faster.
  • Removed: vehicles page. It seems evident that the whole units tab is a sufficient replacement and we aren't going to need it. Its removal makes the file smaller, and execution slightly faster.
  • Added: Central document object shared between all pages. It contains all data that is shared between tabs. It also does most of the initializing for the data used by the screen. This way, every page can be loaded 'on-demand', meaning that each page is only loaded when the user visits it. This cut average search screen load times from 3-3.5 seconds down to 2 seconds during tests, this represents nearly a 50% speed improvement during loading.
  • Fixed: many queries and data accesses have been combined between tabs into the Search Document loading. This has reduced overall number of queries run on initialization.
  • Removed: all references to the derelict 'Vehicles page'. It seems that we have pretty fully moved to whole units as the new vehicles and this page and its handling code were taking up memory space.
  • Removed: the old 3 'vehicle flex field' options on the search defaults page. These were leftovers from the old vehicles search page and didn't have all the appropriate options in them. Now, there are 4 vehicle flex fields that correspond to the flex fields on the whole units page (and are filled with those options).
  • Moved: user preferences for part/search maximum result count and warning count have been moved to the user settings in the database instead of the ini file.
  • Fixed: there was an issue where searching by a flex option that required a join wasn't utilizing those joins in the query. This was because the necessary join string wasn't being populated in the SearchOption structure. I noticed this issue due to an error report on the error reporting database.
  • Removed: references to the old 'interchange search' saving system in EE (a holdover from pro) because the current search logging system should be a superset of that functionality. This should slightly speed up all searches and when the user sends results to any screen.
  • Fixed: the way that vehicle part searches are done has been standardized so that they will return the same results no matter if its done from the vehicles screen or the vehicle search tab.
  • Added: performance increase: if the user has chosen to count pictures (for parts or vehicles), this step is not performed until the first search. This makes loading the screen faster, though the first search may take slightly longer.
  • Changed: renamed the Quotes/Estimates and Sales/Usage infopane options to be more self-explanatory and standard between vehicles and parts.
  • Added: the Quotes/Estimates and Sales/Usage infopane options for vehicles now show all parts on the vehicle (including the vehicle itself).
  • Added: there is now an Allocations infopane option for vehicles, which shows documents allocating the whole unit.
  • Added: all dates in the info pane results are now displayed in the user's windows date format (and sorted accordingly).
  • Added: Appraisal functionality. Works on Parts and Vehicles (vehicles that use special inventorytype #s won't be searched correctly!). Not having a valid configuration for AppraisalExtension.dll will result in the button being clickable one time. On fail-click, a message box pops up describing the issue, and then the button disappears. Per Bug #883.
  • Fixed: Whole Unit searches weren't clearing on a new search.
  • Fixed: issue where deleting and adding an image to a vehicle at the same time could cause the newly added image to not be added (bug 1506).
  • Fixed: flex searches now work correctly when another screen initiates it (such as tag # search initiated by the parts screen).

Vehicles

  • Replaced: the old email method has been removed and replaced with a global function on vehicles. This means a vehicle can easily be emailed from anywhere in the software, even if it isn't loaded on the vehicles screen. This required rewriting much of the email functionality on vehicles.
  • Added: many more fields are getting exported to the vehicle email operation. (bug 966)
  • Added: the user is prompted to save the current vehicle before emailing it.
  • Fixed: before, if the user saved a vehicle without clearing it, the user might still be prompted to save it again later.
  • Fixed: hitting the view button on the advanced page now works in more cases.
  • Fixed: if you choose to 'view' a new image on a vehicle, the image file is now written to the temporary files directory instead of the windows directory.
  • Changed: the buttons have been rearranged to group similar functions together better.
  • Added: there is now an email vehicle button and a print spec sheet button in the bottom left corner. These allow the user to easily email the vehicle info, or print a spec sheet for the currently loaded vehicle.
  • Added: 'public' column to the attachments list. The user can use this to control the recently added public field in the database. Once it is finished, this checkbox will allow the user to control which attachments (similar to images) show up on HTP.net.

WorkOrders

  • Removed: old 'fixed job price' checkbox on the job dialog.
  • Fixed: resized items on the job dialog to fit in better.
  • Added: new button: 'scale prices' located above the parts list. This button is designed to replace the functionality of the fixed job price feature. Instead of fixing the job price at a certain value, the user can now simply 'scale' the prices of all the parts on the current job (or the entire WO) so that the total matches a certain value. This was requested in bug 735.
  • Added: scale item prices dialog that pops up when the user hits the scale prices button mentioned above. From this dialog, the user is asked: 1. if they want to change the prices of all parts on either the current job or the entire WO 2. if the want to scale items prices based one their current price or their cost 3. which total they want to specify a fixed value for. The options are: current job parts total, current job total, WO parts total, WO subtotal (before tax). 4. And finally, they are allowed to input a money value representing the total they wish the WO or job to have.
  • Added: assemblies added to assembly breakdown WOs now have their cost override flag set so that the cost doesn't deviate from the specified value.
  • Added: when assembly breakdown WOs are performed and the assembly item's QOH isn't changing, the assembly item on the WO is detached from the inventory record (like a non-stocked item) so that finalizing the WO won't affect QOH.
  • Fixed: when the user uses the enter button to close the job dialog, all data is now saved (bug 1495).

Changelog Archives