ITrack/Pro/Reports Changelog June 2017-May 2019

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ITrack Pro: Reports Changelog June 2017 - May 2019

Aging

  • Fixed: (Case 29417) Inactive customers were causing the Aging report to show different numbers than Sales reports.
  • Fixed: (case 29417) rolled back previous change. Aging is not the same thing as Sales.

Bill of Lading - Line Items

  • Added: (case 26538) a new Pro Bill of Lading report that automatically prints line item and address information. Based of the EE version.

Billing (old)

  • Removed: (case 33935) deprecated old billing report

Billing Statement

  • Added: (case 27623) an Open Items subreport which would display instead of the Period Activity section based on a parameter/setting. The new section is a slightly reformatted version of UnbalancedItems.rpt. There may be additional work to be done, but I am committing now due to potential hardware issues.
  • Changed: (case 30789) suppressed 0.00 amounts in the OIA section of the report.

Breakdown Performance By Part Type

  • Added: (case 26015) new report, similar to Vehicle Performance, but for breakdowns.

Customer List

  • Added: (case 35151) a hidden mode parameter that incorporates the function of the report CustomerListByDefaultSalesperson.rpt

Customer List By Default Salesperson

  • Removed: (case 35151) deprecated the report. Standard CustomerList.rpt has absorbed the functionality.

Customers With No Default Salesperson

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Interchange Report

  • Changed: (case 27398) tidied the report, removed the subreport and put the data it displayed in the main report in a second group.

Interchange Update

  • Changed: (case 25933) cleaned up the report, though we decided to delete it. I'm committing my tidy changes before I delete it just in case.

Invoice 11in

  • Changed: (case 27141) Significantly cleaned up the look of the report. Moved balance and signature in with the payments subreports and set that section to print at the bottom of the (last) page. Moved the bulk of the former page header into a report header so it only prints once per report. Added a new pageheader that prints the invoicenum at the top of every page except the first. Fixed margins.
  • Fixed: (case 30268) quantity now suppresses for 0 quantity lines.
  • Changed: (case 33688) VIN will now pull from invmaster before inventory when possible
  • Added: (case 33906) comments, shown by default but suppressed if the new setting is toggled
  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'
  • Fixed: (case 33338) scrap part type setting behavior

Invoice 11in - Group Like Line Items

  • Removed: (case 34956) deprecated an old report that is not in use.

Invoice 11in With Comments

  • Removed: (case 33906) deprecated the report, as this is now part of the standard Invoice11in.rpt.

Label 5160 - Simple

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

Lost Sales

  • Added: (case 31851) a new parameter that allows showing line item detail on the Lost Sales Report.
  • Changed: (case 31851) tidied the Reports/LostSales.rpt

Payment 11in

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'
  • Added: (case 34958) a setting to show/hide comments, default hide

Payment 11in With Comments

  • Removed: (case 34958) deprecated the report. Functionality has been absorbed by the standard Payment11in.rpt + a setting.

Pick List

  • Fixed: PickList.rpt now shows the 2nd address for the customer.
  • Added: (case 31705) an option to show inventory barcodes, setting-based, False by default
  • Changed: (case 31705) tidied the report
  • Added: (case 33688) VIN to item description
  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'
  • Changed: (case 32857) added a new parameter and functionality to the Invoice Pick List that allows it to also handle Pick Lists for Quotes. Going forward, one report will do both.

Pick List - Barcodes

  • Fixed: PickListBarcodes.rpt now shows the 2nd address line for a customer.
  • Removed: (case 31705) deprecated the report. There is now a setting in the default Pick List report that will accomplish this.

Purchase Order 11in

  • Added: (case 34958) a setting to show/hide comments, default hide

Purchase Order 11in With Comments

  • Removed: (case 34958) deprecated the report. Functionality has been absorbed by the standard PO11in.rpt + a setting.

Purchase Order Line Status

  • Added: (case 28266) a new report that shows PO lines for one specific PO with inventory status and, if applicable, invoice line item information.

Quote 11in

  • Fixed: (case 30144) item description formatting problem causing the report to never display extra data, even if the short/long setting was set to "long"
  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'
  • Added: (case 34958) a setting to show/hide comments, default hide

Quote Pick List

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'
  • Removed: (case 32857) deprecated the old Quote Pick List report. Functionality is now handled by PickList.rpt.

Quote Pick List w/ Barcodes

  • Removed: (case 32857) deprecated the old Quote Pick List w/ Barcodes report. Functionality is now handled by PickList.rpt + a setting to toggle barcodes.

Return Label 5160

  • Added: (case 25961) a new report that prints return address labels on Avery labels

Sales By Customer

  • Added: (case 29341) email and phone number
  • Changed: (case 29341) minor aesthetic improvements
  • Added: (case 32287) a salesperson parameter
  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Sales By Customer Type

  • Added: (case 29372) a new report that shows basic sales information by invoice grouped by customer type in a date range

Sales By Salesperson

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Sales By Salesperson and Week

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Sales By State

  • Changed: (case 27902) remade the Sales By State report and overwrote the old one. The new version is more flexible, except it does not allow filtering by salesperson. That functionality can be added if there is resistance on that.

Sales By Tax Type

  • Added: (case 31550) special handling for taxes named "GST-PST" that calculate individual GST and PST totals and add them to those separate group sections.

Sales By Terms

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Sales Report Detail

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'

Sales With Cost

  • Added: (case 26035) A new report called SalesWithCost that will help users determine COGS.
  • Fixed: (case 35759) bad summing. Removed Total column because the price column was already a sum. Added cores into price.
  • Changed: (case 35759) updated to modern report aesthetic

Tag

  • Changed: (case 26148) split price and core if the display price setting is true. They show separately. To hide core, change the setting to "not core", and only price will show.

  • Removed: (case 33935) deprecated old tag logo report. This is an option on the standard Tag.

Teardown

  • Added: (case 2420) a new report that replaces/combines the existing three. Previously, there were different teardowns for Car, Truck, and User (other stuff)
  • Added: (case 27771) Tracking # where Stock # was, and moved Stock # over to the empty space. I was going to remove Stock # completely since it is internal, but I decided to leave it when I saw it exists on the Pro Vehicles Screen.
  • Changed: (case 27771) "Damage" to "Description." Field is damage in the database, but is displayed as "Description" on the Vehicles Screen.
  • Fixed: (case 33340) modified query to prevent interchange duplication when there is more than one match in the model table.

Teardown - Car

  • Removed: (case 2420) deprecated the report

Teardown - Truck

  • Removed: (case 2420) deprecated the report

Teardown - User

  • Removed: (case 2420) deprecated the report

Top Customers Trending

  • Fixed: (case 29478) week interval formatting issue after years with 53 weeks.
  • Fixed: (case 33110) the error when there were no customers returned. Report will now print blank and say "No customers found with given parameters."

Top Customer Types Trending

  • Fixed: (case 29478) week interval formatting issue after years with 53 weeks.
  • Fixed: (case 33110) the error when there were no customer types returned. Report will now print blank and say "No customer types found with given parameters."

Top Parts Trending (Age)

  • Fixed: (case 29478) week interval formatting issue after years with 53 weeks.
  • Fixed: (case 33110) the error when there were no results returned. Report will now print blank and say "No results found with given parameters."

Top Part Type Sales Trending

  • Fixed: (case 29478) week interval formatting issue after years with 53 weeks.
  • Fixed: (case 33110) the error when there were no results returned. Report will now print blank and say "No results found with given parameters."

Top Salespeople Trending

  • Fixed: (case 29478) week interval formatting issue after years with 53 weeks.
  • Fixed: (case 33110) the error when there were no users returned. Report will now print blank and say "No salespeople found with given parameters."

Voided Invoices

  • Changed: (case 34430) instances of 'Salesman/Salesmen' to 'Salesperson/Salespeople'