Difference between revisions of "ITrack/Enterprise/Changelog"

From ISoft Wiki
Jump to navigationJump to search
m
Line 1: Line 1:
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'''.


==2010-12-29==
==2011-01-03==
===Parts===
* Fixed: a crash that sometimes happened when the user typed in the model dropdown.
 
==2010-12-22==
===Database Updates===
* Fixed: a field in transferorders was named incorrectly.
 
==2010-12-21==
===VinPower Installer===
* Updated: using newest revision of VinPower. This supplies more data when decoding new VINs.
* Fixed: previous licence expired, this version will work for another year.
 
===Database Updates===
* Fixed: f_replicate_inventory now preserves some replenishable fields when overwriting inventory records between stores. This should keep location and stocking fields from changing as a result of some transfer orders.
* Added: new field to the transferorder table (bug 603) that allows the user to keep track of which fields have been filled.
* Added: new field to orderfulfillment table (averagecorecost) that helps misc/non-stocked items (or non-depletable items) pull a correct core cost when those items are routed from a purchase order.
 
===MAS90Accounting===
* Fixed: support for recent changes to the TO changes.
 
===PurchaseOrders===
* Added: new field to the transfer orders page called "Filled". This field is currently informational only and doesn't drive anything.
* Added: when po lines get received, they now update any relevant order fulfillments' core costs attached to the line. This is done using the cost of the inherent core item on the PO (if present).
 
===SalesOrders===
* Changed: all dropdowns on the screen now use Advanced Combo boxes. This allows the user to resize the dropdowns, and allows us to mark the dropdowns as read-only.
* Added: all dropdowns on the screen that are permission controlled are now 'readonly' rather than 'greyed out'. This makes the text easier to read and allows the user to see the drop list without letting them change anything.
* Fixed: an issue where the cost of routed items might show incorrectly when the user loads a SO until they refresh the SO.
 
==2010-12-14==
===Appraisals===
===Appraisals===
* Added: support for multi-threaded appraisal calls.
* Fixed: Potential memory leak during normal use.
* Added: speed considerations where, if multiple appraisals are happening at the same time (in different threads) they will reuse the same connection. This should drastically increase the speed of running several appraisals.
* Fixed: A reported 'memory leak', which was the connection not being deleted after the connection was closed.
* Changed: Moved to a formulaic version of choosing deviances per appraisal combo. Basically, if you have very few parts, your guess is rather random and might as well include more parts. As you gain more parts, you get progressively lower numbers of included parts, making your estimate more accurate by removing outliers. These assume roughly normal distribution, which is not exactly the case with HTP parts.
* Changed: Origin selector now won't let users choose an origin that didn't have any auctions when it was built.


===CoreManagement===
===CoreManagement===
* Fixed: if the user typed a part # into the core column on the returned cores tab and they were taken to the search screen, any item that was doubleclicked wouldn't actually get returned right.
* Added: special core management document for sharing data between property pages on the screen.
* Fixed: cores on misc/non-stocked items will now show the lookup column from the document on the customer cores tab.
* Added: when permissions change, the pages will now adjust to them.
* Added: by customer request, the returned cores tab now shows returned cores for misc/non-stocked items.
* Added: new field called 'core status' to the sales order line and job part tables. This allows items to be marked as either 'N/A' (for normal inventory records) to 'Available' (for unreturned cores) to 'Rejected' (for cores that won't show up anymore).
* Fixed: if the user hits the "Inventory" button on a exchanged core for a misc/non-stocked item, the system will tell the user that they cannot create a new core record for a misc/non-stocked dirty core, they must choose an existing inventory record or discard the core.
* Added: The user can discard or reject customer cores. This means that those particular core liabilities will never show up again. This is a way to filter items out of the list that the user knows will never be returned.
* Added: the customer core query now uses the core status column to figure out which cores to show. This makes the customer core query significantly faster.
* Added: store dropdown to the customer cores screen. This allows the user to choose to view customer cores from invoices at a specific store. This defaults to the store the user is logged into. There is also an option that allows the user to view cores at all stores they have permission at.
* Added: new permission that controls what stores a user can view customer cores at.
* Added: when the user hits the return button, it verifies that all selected items are still available according to the core status field. They are unavailable if they were returned by another user since the user loaded the screen or if they were discarded, or if the document they were sold on has been voided or deleted.
* Added: the discard button also verifies that the cores are still available.
* Added: when items are returned, they get deleted from the list. This way, the user will be less likely to try to return something twice.
* Added: buttons on customer cores tab are greyed when they are not applicable.
* Added: the returned cores tab now uses the core status field rather than SKU to decide if items have been returned or discarded in the previous steps. This makes the returned cores query much faster and allows us to ignore items that were discarded.
* Added: hitting the "Inventory" button on the returned cores tab now verifies that the item is still available. This should solve issues where another user has inventoried or discarded the dirty core in question since the user opened the screen. Also, if the invoice the return happened on has been deleted or voided, the item will disappear.
* Added: hitting the "Discard" button on the returned cores tab now verifies that the item is still available.
* Added: inventorying a core marks it as Processed so that it will not show up anymore. Discarding the item marks it as discarded.
* Added: the discard cores button on the customer cores tab now actually discards the selected items. (bug 16, bug 1534)
* Added: confirmation dialog when discarding customer cores.


===Database Updates===
===CrystalReports===
* Added: previously, the replicate inventory function would return 'Duplicate' if the item already existed at the destination store. Now, it replaces the destination record if the destination record has 0 quantity or is marked as a status other than A or H. This way, if a singular item gets modified then transferred back to the original store, it will take all updates with it.
* Fixed: an issue where, if usedefaultdb was set to False (so that the printer server was different from the default db server) the username and password were not encrypted in the .ini file.
* Fixed: (bug 1612) an issue where the inventory adjustment function called by documents changing stock levels might erroneously update the cost (not averagecost) of a replenishable inventory record if it had 0 quantity or $0 cost.
* Added: tables and data required for a yard to use the new EBay extension. This is composed of tables to store listed auction data as well as a mapping of ebay categories to itrack part types.


===EBayExtension===
===Customer===
* Added: this is a new screen for ITrack. A user can send items from the search screen to the ebay screen in order to prepare them for listing on EBay. ITrack exports all listed items to EBay's TurboLister for uploading. ITrack automatically tracks the status of all auctions listed this way in the system. Eventually, this system will allow the user to generate quotes/invoices for any finalized auctions.
* Fixed: (bug 1858) an error that could be caused if the user attempted to add a service unit to a customer record that had not been saved before. This resolves an issue that was transmitted through the error reporting system.


===GlobalSettingsExtension===
===Database Updates===
* Added: ebay handler for sending items to the ebay screen.
* Removed: duplicate import type fields. Duplicates were causing errors when trying to import for some yards. These duplicates must've been caused by database updates performed more than once.
* Added: unique keys on importtype, importtypefield, and importtypefieldsource so that duplicates will be impossible in the future.
* Added: jobber core to the vendor catalog import.


===Home===
* Added: there is now a minimum height for the MOTD web browser window. This is just enough to allow the user to always see the 'utility' items at the top (contact support, submit a bug, etc) of our help website. This value can be changed in the host.ini file in case a company uses a custom web page for this landing page.


===ini: Additional extensions===
* Added: 3 new permissions for core management, "Can view customer cores", "can view returned cores", "Can discard customer cores". These control the stores at which the user can use the customer cores and returned cores tabs. These permissions have been granted to everyone by default because they are new.
* Changed: since the appraisal extension is now run in the background, it has been turned on again.
* Added: core status field to the sales order line and job part tables.
* Added: EBay extension. This adds features to the search screen as well as a new screen to the list on the left.
* Added: new permission category "ITrack LX" with new permission "Can login" which controls which users can log into ITrack LX (the mobile itrack handheld application).
* Fixed: a field was named incorrectly in runsheetline. This was causing an error on the deliveries screen.
* Added: the ability to see the readonly sell price class name on the part modification screen (bug 1872).
* Added: made sellpriceclassid visible by default.
* Added: new database functions f_check_user_permission and f_get_user_permission for checking user permissions at the database level. This will probably be employed by various web based applications or other ITrack modules (such as ITrack LX EE or the salesman application).


===MAS90Accounting===
===EBayExtension===Added: Export to blackthorn feature. the user now has a button Export with a menu to select witch CSV file format to export to. Blackthorn is another third party eBay exporter and auction management tool. ITrack now supports both Blackthorn and Turbolister for eBay exporting.
* Fixed: an issue where sales order lineitems with a very strange quantity might cause a roundoff error in the value that gets accounted.


===Master===
===Master===
* Added: a system for managing multi-threaded application calls. This will do all the work of routing the messages of when said threads complete as well as cleaning up their memory.
* Added: ITrack catches win32 exceptions differently (at a higher level) now. This means that exceptions thrown anywhere inside the application should be caught. Before, exceptions in other modules (for example EESearch.dll) wouldn't be caught here and therefore would not be reported.
* Added: ITrack modules can now 'register' tasks. These are background operations that ITrack doesn't want to wait to complete. Currently, the appraisal extension uses this interface when performing appraisals on the parts screen.
* Added: support for registering auto-encrypt settings (for host.ini). This allows other parts of the application to register .ini settings as auto-encrypted.
* Added: a progress dialog that pops up when the user closes ITrack if any tasks are still in progress. This dialog allows the user to see how many open tasks ITrack is waiting to close. The user can hit cancel to close ITrack despite these open tasks, but this is not suggested because it can cause memory leaks.
 
===PartConfiguration===
* Fixed: an issue where the user couldn't rename existing models.
* Fixed: (bug 1820) issue where the part categories tab was showing part type set id instead of part type id. Now both are shown.


===Parts===
===Parts===
* Added: the transactions tab now has an option in the filter dialog that allows the user to view transactions at all stores instead of just the store of the currently loaded part. This is off by default (bug 1823)
* Fixed: a reported crash that would happen when the user typed in certain model #'s that caused the model dropdown to change pages.
* Added: some checks to hopefully prevent the issue where the replenishable flag may get erroneously checked after creating multiple parts (described in bug 1829).
* Added: a lot more messages to the status bar as a part is loaded. This allows the user to see what operations are taking a long time (if any) during load.
* Added: the appraisal system now operates inside of a thread. This means that the parts screen will load, and the appraisal operation will run in the background. If the user changes something (requiring another appraisal) or loads another part, another thread is launched and the previous result is ignored.
* Fixed: the automatic category based pricing and HTP appraisal was being refreshed twice per part load. This has been resolved.
* Added: the user's locale settings is now used for turning 2 digit years into 4 digit years.
 
===PurchaseOrders===
* Added: when the user returns a serialized item on a PO, they will be prompted to pick serial #'s to return the same way as when they buy serialized items. (bug 1824)
* Added: the user is now prompted to mark serial #'s as received using the same interface for transfering serials between branches on a transfer order. This is so that a return PO knows which serial #'s have been returned if the operation happens in multiple postings. If the posting is marked as done receiving, all "In Transit" serials are marked as "Returned" automatically.
* Added: If a serial is chosen on one line on a PO, it will no longer be available to choose on another line. This prevents choosing the same SN more than once on the same PO.
 
===SalesOrders===
* Fixed: A serialized dirty core will now inherit its serial # from the original sale item even if that was on the same invoice (as described in bug 1825).
* Fixed: If you put an item on an invoice more than once, you can no longer pick the same serial # more than once on different lines.
* Fixed: an issue where misc/non-stocked items that had a serial # selected wouldn't show anything in the edit item dialog on finalized invoices. This was really only possible on un-inventoried dirty core exchanges.
* Fixed: Returns now show all serials of status 'Sold' instead of available serials.
* Fixed: "Immediate" Return lines (ones on the same invoice as the sale) now no longer copy the adjustments and order requests of the original sale.


===Search===
===Search===
* Added: many more changes to the status bar so that, when things are going slow, it will be easier to tell which operation is causing it.
* Fixed: the model field on the vendor pricing search now correctly clears when the user hits the clear button.
* Added: a button and context menu option (right click in the list) that allows the user to send items on a search to the new ebay screen if it is loaded.
* Fixed: if the user types in a vendor and hits enter, the vendor will now be looked up
*before
* the search is performed.


===WorkOrders===
===WorkOrders===
* Added: there is a new setting: "Work Orders" -> "Delete work clock entries when deleting job". It defaults to True. If this is set to False, work clock entries on a deleted job will remain, but their jobid will get set to 0 (bug 1470).
* Fixed: (bug 1868) an issue where NEW serial #'s created on a WO would be created at the store of the document rather than the store of the inventory item. This only mattered when creating new SNs for items that were from different stores than the document store.
 
* Added: Previously, if a serialized work order master part is added to a WO at 0 quantity, the serial # dialog doesn't pop up. Now, if you change the quantity of that item to something other than 0, the serial # dialog will pop up, asking the user to choose a serial #.
==2010-12-09==
===SalesOrders===
* Fixed: an issue some people where getting where salesorders would show no totals at the bottom.
 
==2010-12-08==
===ini: Additional extensions===
* Removed: the configuration that enabled appraisals has been turned off until bug 1828 is complete. This is because it added significant time to the part load process at some locations.
 
==2010-12-07==
===MAS90Accounting===
* Fixed: an error where a salesorder accounting might be 1 cent off due to rounding errors and therefore not match what was shown on the SO screen.
 
==2010-12-06==
===Customer===
* Fixed: as per bug 1132, users that are no longer salespeople or who have been marked as inactive will still show up on customers they are on.
 
===SalesOrders===
* Fixed: issue where the total and balance fields weren't taking tax into account.
 
==2010-12-03==
===Appraisals===
* Fixed: issues that could cause the parts screen to crash when performing an appraisal lookup.
 
===GlobalSettingsExtension===
* Fixed: an issue where attempting to retrieve data about an error could cause another error.
 
===ini: Additional extensions===
* Added: appraisal extension is now turned on by default. This will enable appraisal values on the parts and search screens.
 
===Interchange===
* Changed: The old behavior of the interchange screen has been moved to a property page. This is for bug 1780. Now, work will begin on updating this behavior.
* Added: new application interchange page. This is a complete rewrite of the application interchange lookup system that was available in pro. However, all the information is now displayed in one tab instead of 5.
* Added: tree control (as per bug 1780) that handles displaying interchange options and all applications relavent to each option.
* Added: interchange notes list at the bottom of the screen which shows all interchange notes that match (exactly or inexactly) the currently selected interchange option.
* Added: drag static to allow the user to resize the area that the notes list takes up.
* Added: all manufacturer/make and model entry dropdowns now allow wildcards. This means that the user can type in C
* for the manufacturer/make, and it will find all CAT part models as well as all CHEVROLET vehicle models. The same thing works on the model dropdown when doing a lookup.
* Added: the year field is now optional for lookups.
 
===Master===
* Fixed: an issue where master would attempt to report errors when the database connection was present but not connected.
 
===Parts===
* Fixed: a hang on loading the parts screen related to the image library.
* Fixed: an issue where the gl category dropdown wasn't becoming editable even after the user unchecked the "Automatic GL Category Assignment" checkbox.
 
===PurchaseOrders===
* Fixed: some of the accelerator keys were duplicated on the screen and therefore not working. These hotkeys have been reworked to make more sense.
 
===SalesOrders===
* Fixed: a crash when adding items to a SO when a two-tier taxitem was selected.
 
===Search===
* Fixed: the search screen was taking a long time to open for some users. This version has shown to improve this time.
* Added: wait cursor during vendor catalog search.
* Fixed: the "too many results" warning on vendor catalog searches should be working again even if the user has no maximum result set.
* Added: the vendor pricing search page now allows the user to search by model name.
* Fixed: an issue where the wrong items might get selected in the flex field dropdowns.
 
===Vehicles===
* Fixed: a crash on loading related to the image library.
* Fixed: vin lookups on the screen wouldn't always fill out all fields.  


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


* [[ITrack/Enterprise/Changelog 2010-12|2010-12]]
* [[ITrack/Enterprise/Changelog 2010-11|2010-11]]
* [[ITrack/Enterprise/Changelog 2010-11|2010-11]]
* [[ITrack/Enterprise/Changelog 2010-10|2010-10]]
* [[ITrack/Enterprise/Changelog 2010-10|2010-10]]

Revision as of 20:09, 4 January 2011

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.

2011-01-03

Appraisals

  • Fixed: Potential memory leak during normal use.
  • Fixed: A reported 'memory leak', which was the connection not being deleted after the connection was closed.
  • Changed: Moved to a formulaic version of choosing deviances per appraisal combo. Basically, if you have very few parts, your guess is rather random and might as well include more parts. As you gain more parts, you get progressively lower numbers of included parts, making your estimate more accurate by removing outliers. These assume roughly normal distribution, which is not exactly the case with HTP parts.
  • Changed: Origin selector now won't let users choose an origin that didn't have any auctions when it was built.

CoreManagement

  • Added: special core management document for sharing data between property pages on the screen.
  • Added: when permissions change, the pages will now adjust to them.
  • Added: new field called 'core status' to the sales order line and job part tables. This allows items to be marked as either 'N/A' (for normal inventory records) to 'Available' (for unreturned cores) to 'Rejected' (for cores that won't show up anymore).
  • Added: The user can discard or reject customer cores. This means that those particular core liabilities will never show up again. This is a way to filter items out of the list that the user knows will never be returned.
  • Added: the customer core query now uses the core status column to figure out which cores to show. This makes the customer core query significantly faster.
  • Added: store dropdown to the customer cores screen. This allows the user to choose to view customer cores from invoices at a specific store. This defaults to the store the user is logged into. There is also an option that allows the user to view cores at all stores they have permission at.
  • Added: new permission that controls what stores a user can view customer cores at.
  • Added: when the user hits the return button, it verifies that all selected items are still available according to the core status field. They are unavailable if they were returned by another user since the user loaded the screen or if they were discarded, or if the document they were sold on has been voided or deleted.
  • Added: the discard button also verifies that the cores are still available.
  • Added: when items are returned, they get deleted from the list. This way, the user will be less likely to try to return something twice.
  • Added: buttons on customer cores tab are greyed when they are not applicable.
  • Added: the returned cores tab now uses the core status field rather than SKU to decide if items have been returned or discarded in the previous steps. This makes the returned cores query much faster and allows us to ignore items that were discarded.
  • Added: hitting the "Inventory" button on the returned cores tab now verifies that the item is still available. This should solve issues where another user has inventoried or discarded the dirty core in question since the user opened the screen. Also, if the invoice the return happened on has been deleted or voided, the item will disappear.
  • Added: hitting the "Discard" button on the returned cores tab now verifies that the item is still available.
  • Added: inventorying a core marks it as Processed so that it will not show up anymore. Discarding the item marks it as discarded.
  • Added: the discard cores button on the customer cores tab now actually discards the selected items. (bug 16, bug 1534)
  • Added: confirmation dialog when discarding customer cores.

CrystalReports

  • Fixed: an issue where, if usedefaultdb was set to False (so that the printer server was different from the default db server) the username and password were not encrypted in the .ini file.

Customer

  • Fixed: (bug 1858) an error that could be caused if the user attempted to add a service unit to a customer record that had not been saved before. This resolves an issue that was transmitted through the error reporting system.

Database Updates

  • Removed: duplicate import type fields. Duplicates were causing errors when trying to import for some yards. These duplicates must've been caused by database updates performed more than once.
  • Added: unique keys on importtype, importtypefield, and importtypefieldsource so that duplicates will be impossible in the future.
  • Added: jobber core to the vendor catalog import.


  • Added: 3 new permissions for core management, "Can view customer cores", "can view returned cores", "Can discard customer cores". These control the stores at which the user can use the customer cores and returned cores tabs. These permissions have been granted to everyone by default because they are new.
  • Added: core status field to the sales order line and job part tables.
  • Added: new permission category "ITrack LX" with new permission "Can login" which controls which users can log into ITrack LX (the mobile itrack handheld application).
  • Fixed: a field was named incorrectly in runsheetline. This was causing an error on the deliveries screen.
  • Added: the ability to see the readonly sell price class name on the part modification screen (bug 1872).
  • Added: made sellpriceclassid visible by default.
  • Added: new database functions f_check_user_permission and f_get_user_permission for checking user permissions at the database level. This will probably be employed by various web based applications or other ITrack modules (such as ITrack LX EE or the salesman application).

===EBayExtension===Added: Export to blackthorn feature. the user now has a button Export with a menu to select witch CSV file format to export to. Blackthorn is another third party eBay exporter and auction management tool. ITrack now supports both Blackthorn and Turbolister for eBay exporting.

Master

  • Added: ITrack catches win32 exceptions differently (at a higher level) now. This means that exceptions thrown anywhere inside the application should be caught. Before, exceptions in other modules (for example EESearch.dll) wouldn't be caught here and therefore would not be reported.
  • Added: support for registering auto-encrypt settings (for host.ini). This allows other parts of the application to register .ini settings as auto-encrypted.

Parts

  • Fixed: a reported crash that would happen when the user typed in certain model #'s that caused the model dropdown to change pages.

Search

  • Fixed: the model field on the vendor pricing search now correctly clears when the user hits the clear button.
  • Fixed: if the user types in a vendor and hits enter, the vendor will now be looked up
  • before
  • the search is performed.

WorkOrders

  • Fixed: (bug 1868) an issue where NEW serial #'s created on a WO would be created at the store of the document rather than the store of the inventory item. This only mattered when creating new SNs for items that were from different stores than the document store.
  • Added: Previously, if a serialized work order master part is added to a WO at 0 quantity, the serial # dialog doesn't pop up. Now, if you change the quantity of that item to something other than 0, the serial # dialog will pop up, asking the user to choose a serial #.

Changelog Archives