ITrack/Enterprise/Changelog Version 6

Release 6.3

Core Management

• Added: (case 11552) changing the value in the location field when inventorying returned cores will now control what location the new cores will be sent to. For 'new' core records, the default return location is now used, but the user can overwrite this value on a core by core basis. This fixes an issue where new cores are showing up in VARIANCE and require a manual move.
• Added: the returned cores tab has been updated to make its usage more obvious. A prompt has been added to the top of the screen, the tag # column is now bold, and all 3 of the editable columns are now a different color than the other columns to make them more obvious. Many of the column tooltips have been updated to give more specific information on the usage of the screen.

Purchase Orders

• Fixed: (case 12095) the "Add Item" button and clicking the "New Item" icon in the list were doing different things, and clicking the icon to search for transfer order parts wasn't working right. Now, both buttons do the same thing.
• Changed: the "Add Item" button and the clicking the "New Item" icon in the list now perform the same action. This should help avoid an issue that happened on transfer orders.

Work Orders

• Fixed: (case 12208) the tax amount being calculated by WOs was sometimes incorrect if some parts had the tax checkbox unchecked. This didn't affect the sales order that the job got sent to, which always calculated tax correctly.
• Fixed: if a closed WO is viewed, tax is no longer recalculated with the current tax rate. Now, the tax amount that was saved with the WO will be displayed.

Release 6.2

Data Management

• Added: the inbounding module is now standard on all databases.

Database

• Added: (case 11694) log_inventorytransaction now tracks average cost changes.

Deliveries

• Fixed: an issue where (on some database versions) the deliverable item views (used by the deliveries screens) might show blank for their document type.

FIFO

• Added: (Case 11287) FIFO system now records the attached vehicle's source when a standard part is created.

Login

• Added: (Case 11479) support for a new permission used by the transaction list.

Parts

• Fixed: (case 11396) an issue where creating a part with quantity but no locations might ignore the user's choice when they say to "Use the default location".

Reports

Billing

• Changed: formatting changed to increase readability.

Inventory Summary

• Fixed: Margins were getting cut off on the right side.

Label by Location

• Changed: report now sorts by location, tag, then serial number.

Location Label

• Changed: (case 11592) Location name font size now dynamically changes depending on length of the string to allow for longer location names.
• Changed: (case 11639) Added conditional size formatting to the barcode. Locationids over 99999 will print smaller so they fit.

Master

• Changed: the Auto Updater now checks for updates every 15 minutes instead of every 5.

Manage Warehouse

• Fixed: (Case 11705) if the user changed a single manual count quantity multiple times, the value would trigger as 'not filled out' if the value was changed an even number of times.

Tag by Location

• Changed: report now sorts by location, tag, then serial number.

Weekly Sales Insights

• Fixed: sizing issue that was causing the report to push onto 2 pages when previewed first.
• Changed: Switched the order of the top graph so it now reads left to right instead of right to left.

Transaction List

• Changed: the 'Document Type' list has been renamed to 'Source Name' on the screen and in tooltips. This should help avoid confusion when non-documents are searched as well as confusion between the source name and the document type (like Invoice or Quote).
• Added: (case 11442) replacing a saved search will now update the search description if it has not been modified from its original.
• Added: the way that filters on lineitem or inventory fields work has been completely redone. Before, you would see all lineitems on any document that you searched for. Now, only line items that match the search will be shown. For example, searching for invoices by Engine sales will only show the engine line items on the matching documents.
• Fixed: a crash that could happen if the user doubleclicked a saved search and any error message box came up.
• Added: (Case 11479) document search sources, filters, and fields now each have a right-click context menu. A user with appropriate permission can use this menu to de-activate (hide), re-activate (un-hide), and view inactive search options. Since only users with permission can see and use hidden search options, this allows a company to restrict search options as well as keep the list simpler for how they use the screen.
• Added: (case 11479) a user with permission can right click on any of the search option lists and choose to show inactive as well as active search options. This allows that user to perform searches with these options but keep 'basic users' search option lists short.
• Added: if the user loads/executes a saved search, if any of the sources, filters, or fields that were saved with the search are missing or hidden, the user will be notified that the search won't be able to be performed exactly as saved. They are given a choice to execute the partial search anyway.
• Performance: the time the system takes to refresh the source, filter, and field lists after a change is made (such as checking or unchecking some sources) has been significantly reduced, making the screen feel more responsive.
• Added: the filters and fields lists now have a column that shows a list of all sources each filter and field applies to. This column is only visible if more than one source is selected. This allows the user to tell exactly which sources will be restricted by a particular filter.
• Fixed: an issue where adding/removing a source from a search would cause fields and filters with defaults to be reset to default.
• Added: if a filter or field is hidden for one source in a search but not another, that filter/field will now only apply to the source(s) that it is not hidden for.
• Fixed: an issue where hiding a filter or field for multiple sources would lead the footer to report an incorrect number of items being hidden.
• Added: the source, filter, and field lists now show "items in use/item count" in the footer in the checkbox column. This gives the user an 'at a glance' idea of how many filters/fields they can see (unhidden) and how many are in use on the current search.
• Fixed: a misspelling on one of the labels on the screen.
• Added: Master Part work order filter
• Added: Vehicle Make sales order line filter
• Added: Vehicle Make sales order line field
• Added: Vehicle Model sales order line filter
• Added: Vehicle Model sales order line field
• Added: Inventory Category sales order line filter
• Added: Inventory Category sales order line field
• Added: Balance sales order field
• Fixed: an issue where the transaction list was not sorting negative currency values correctly.
• Fixed: a crash the user might experience when double-clicking a saved search.

Release 6.1

Common Resources

• Added: (case 11363) when standard parts are consumed due to a vehicle being sold, f_adjust_inventory is now properly called with a document type.
• Fixed: (case 11363) an issue where standard parts that are consumed due to a vehicle being sold were not depleting their locations or marking their serial #'s as sold.

Sales Orders

• Fixed: (case 11363) an issue where selling standard parts with a vehicle might not update the status of the parts to S.
• Fixed: (case 11251) an issue where doing a location-grouped search then sending a serialized part to a SO would add duplicate items to the invoice. It will now also correctly pop up and ask the user which serial # they wish to add, which is important for situations where there are multiple serials at a location.
• Fixed: (case 11512) an issue where the adjustment type dropdown would show as empty when the user selected the adjustment type on a saved, finalized invoice. In some circumstances, this was causing issues on save.

Vehicles

• Fixed: (case 11309) an issue where clicking the new cost button might do noting on windows 8.

Release 6.0

Customer

• Fixed: an issue where the user wouldn't be able to delete payment lines for $0 with no invoice association. It was possible to create these but they couldn't be deleted.
• Performance: when a payment is edited, no query is executed anymore for allocations that were not modified. This makes saving large payments on slow connections much faster.

Crystal Reports Extension

• Changed: most of the printing code has been changed to pass reports around in a way that should avoid any issues where a report might get cleaned up before the printing thread used it.
• Fixed: several possible crashes and hangs that could be caused by printing lots of reports very quickly.
• Fixed: if the user launches many print jobs that are waiting to complete, ITrack will now show the correct number of processes waiting to complete if the user tries to close ITrack before the prints have successfully begun.
• Changed: (Case 10612) if the user prints a report with 'advanced options', the printer dialog that pops up now has a quantity field on it, which will be used to override the number of copies to print.

Common Resources

• Fixed: in some circumstances, the thread dialog would crash when running a query (or chunked query) that had an error. This was because launching the error reporting dialog in the thread was colliding with the main UI thread somehow. This is resolved by sending a threaded message up to the main application to show the error at the next opportunity.

Database

• Added: 2 new options to the part modification column list, one for the total cost associated with a vehicle, and another for the vehicle cost that has been allocated (or consumed). This allows users to view more accurate costs when sending whole units to the part modification screen.
• Changed: several database functions have been modified to no longer use a view. This is because some database versions are very slow when views are used within functions.
• Changed: f_move_document_allocations function to make it compatible with the AU tokenizer.
• Fixed: Re-releasing the "Serial #" search module due to an error in the previous release's query
• Added: a fix that should ensure all databases have the Discount, Credit, and Interest adjustment types set to balance adjustments, not subtotal adjustments.
• Added: (Case 10474) A new log that should catch when documents change inventory quantity. This will record the before and after quantity and the documents that caused the change.
• Added: the necessary queries for creating and populating the ebayconditions tables
• Changed: the messagetype column in the message table has been changed to an enum to help mimimize the size and increase the speed of any indices on the field.
• Added: (Case 10518) The FIFO system now properly handles Sales Order re-opens by removing the documents allocations and freeing the inventory source.
• Added: (Case 10518) The FIFO system now treats returns differently. The system will now record the return as a negative allocation and record the credited document, whereas before it would simply delete credit allocations.
• Fixed an issue where a database error was occuring when a part's quantity was changed manually
• Changed: deliverylinehistory.userid is now NULL-able. This is because these records can no be created automatically by the database outside of ITrack.
• Added: (case 9363) recursion protection to all triggers on deliverylinehistory that call f_refresh_document_delivered. This is because, in the case of auto-picking, that function can alter the deliverylinehistory table, causing recursion.
• Added: (case 9363) f_refresh_document_delivered can now create deliverylinehistory records for all unpicked quantity on auto-pick documents. This will help users see who saved a document with auto-picking turned on (and when). All such pick history is created with an empty location, which shouldn't matter because auto-picking doesn't consider these records to count how many have been picked.
• Added: (case 9363) recursion protection to f_refresh_document_delivered because it can insert deliverylinehistory records, which can cause triggers to fire that would call the function again.
• Fixed: (Case 10867) An issue where a database error could occur when there are multiple items on a Sales Order pulling from the same picking location. This had to do with the inventoryid and inventorystoreid not being considered in the calculation of nMaxMoveQuantity.
• Added: the event that optimizes all tables now specifies the database name to avoid any confusion.
• Added: (case 326) tables for handling the new transaction list.
• Added: rank column to documentsearchfilter for ordering.
• Fixed: (case 11123) previously, serialized inventory would only be moved to a destination location if the source location of the move matched the current serial location. Now, this is only enforced if the destination location is Variance. This means that whenever a serial is moved (or found), the serial will be moved, but a serial will only be 'lost' (moved to variance) if it hasn't also been found.
• Added: there is now a category and rank column for both documentsearchfilter and documentsearchfield. These will help us categorize and order the filters and fields on the screen.
• Added: support for filters to have a documentsearchjoinid (optional).
• Fixed: (case 11099) an issue where finalizing, picking and moving all at the same time would move inventory when it shouldn't had.
• Added: (Case 11059) Fixer query to Update.sql to remedy bad log_discreteinventorymove handling in f_move_inventory_with_allocations_post_execute.
• Added: a new permission, which controls whether the user can open the new transaction list screen "Transaction List"->"Open Screen". Everyone who can perform part searches will automatically be granted this permission.
• Added: a new permission, which controls whether the user is allowed to edit/overwrite/delete saved searches created by another user.
• Added: documentsearchsource records now have a defaultaggregatefield, which is the name of an entry in the documentsearchfield table that the totals page will sum up by default.
• Added: documentsearchfield now has a fieldtype column. A fieldtype of Key specifies that a field will always be returned when that document is selected (for lookup and unique document purposes). A fieldtype of singlular means that those values are 1 to 1 with a document and must be aggregated only for unique document keys. A field type of Multiple represents a one to many relationship, which means we can simply add up rows in the results.
• Changed: the permission to open the transaction list now defaults to whether the user had permission to run advanced reports instead of users that could perform inventory searches.
• Fixed: (case 11385) an issue where the query to create f_quantity_on_order_on_document had an error in it.

Ebay Extension

• Added: Expanded TurboLister export information.
• Added: a config page for settings
• Added: a default ebay customer field that will be used when sending auctions to invoices when the email of the buyer isn't in the customer table
• Added: product specific support for the customer tables and the Customer List Screens
• Added: Send to Invoice now works for enterprise thanks to above
• Fixed: a typo with motorcycle default category
• Moved: Category map things to config tab
• Changed: messages to use the right name for the ebay extension
• Added: Users can now choose how pictures are exported via the Config tab
• Added: A warning is now thrown if there is no matching customer and no default customer for an auction being sent to incoice
• Added: small fix for an SQL error that would be thrown if no ebayaccounts are registered with itrack
• Added: Updated some objects to be ready for shipping options
• Added: Direct to ebay is now functional
• Added: config tab now has defaults for required listing information
• Added: edit and template dialogs now have shipping information.
• Fixed: a crash on direct export to ebay
• Fixed: Account edit now populates on first use
• Fixed: a bug where Shipping Service Options and Payment Methods and Return Policy Options didn't get filled in automatically on EE Ebay listings
• Added: zip code to the query so that zip code will be automatically populated
• Fixed: a bug where items where being cleared from the list but not from the ToList list behind the scenes causing items to be relisted
• Fixed: a bug where sending to invoice wasn't calling the correct setting to ask for the default customer
• Fixed: a bug where the default customer edit won't clear if its passed an empty string (this happens sometimes)

ITrack Online

• Added: a message specific to ebay so that we know when the user is done filling out their account info

Login

• Added: a way for extensions that are shared between products to check some permissions. Specifically, this should allow the transaction list screen to properly check user permissions.
• Added: a way for extensions that are shared between products to get user names. This allows the transaction list screen to show user information.

Master

• Added: handling for a new registered window message, WM_REPORT_HEAP_ERROR. This message takes an ITErrorReport* that was declared on the heap and launches an error report dialog for it. This is mostly so that threads without UI handling can report errors without causing thread collisions on the main UI thread. To use this, just copy an error onto the heap and call PostMessage to send the message to master.

Part Modification

• Fixed: many possible crashes that could happen if custom columns were created that do not match the name of any columns in the inventory table (and no associated lookup was stored in inventorysettingjoin).

Parts

• Added: (case 10974) if the user adds or modifies a location on the parts screen, the hold quantity is now refreshed. This fixes an issue where switching a location might leave the hold quantity from the previous location. Now the hold quantity should match the new location name.

Purchase Orders

• Fixed: an issue where the "minus" icon wasn't showing up correctly in the returns dialog.
• Fixed: (case 10409) POs should now load the correct vendor catalog record when there are multiple options to choose from and the PO is to the default purchase vendor.

Sales Orders

• Added: handling for ebay auctions
• Fixed: an issue where, if the user attempted to load a new SO when the existing SO was modified and they hit "Cancel" on the save dialog, the subtotals on the screen would not update again until the screen was closed and reopened.
• Fixed: an issue where sending an item to invoice from the ebay screen might not work right if there were already items on the screen. Also, quantity and currency are formatted correctly in this case.

Search:

• Fixed: (case 8619) the search HTP.net button now links up to the year range, category and keyword functionality of HTP.net searches. The base URL for HTP is no longer stored in the ini file, it is now a global database setting.
• Removed: the car-part search button because it relies on a separate executable that is not deployed with ITrack Enterprise and auto interchange, which is rarely present.

Settings

• Changed: a couple modifications to support an upcoming change to the printing framework.
• Added: the edit->options->reports page now loads the valid list of 'printer types' in the printer type dropdown from the list of all types in use on all reports in the database.
• Added: an external function handler for "ViewDynamicObjectDetail", which is designed to open the appropriate object on the appropriate screen, and is useful for 'dynamic' screens that don't know about how to open objects.

Transaction List

• Added: (case 326) This is a new screen for performing searches against documents in the software. The user can search, save/load old searches, export/print results, and group summary data dynamically. In order to use this screen, the user must have permission.

ITMySQLConnection

• Changed: the maximum packet size used by ITMySQLBlob is now capped at 1MB. This is to attempt to battle the out of memory issues some users have received.

Warehouse Management

• Fixed: an issue where changing the location on the manual count page with the mouse might cause the search to be run twice if any pop-ups appeared.