Published: June 23, 2023
Latest Update: May 10, 2024
Build range: 23.02 (23.01.100 – 23.01.140)

Release Notes v23.02
[What’s New v23.02] for feature highlights.

Advisories

Version 23.02 

GENERAL

• Legacy workflows: Support for Legacy Workflows has ended with the transition from Q360 Framework v2 to v3.  Custom forms that rely on framework v2 and / or legacy workflows will have to be upgraded to v3.  Legacy Workflows that were not built in the web client workflow designer will no longer be accessible in the web client, with all supporting code removed.  It has been possible to migrate workflows to the new format for several releases, so any remaining legacy workflows should be converted prior to upgrading if they are still in use. UR23726120
• Live Data Reports:  When a data source is updated or changed, it is imperative for users who are working on reports dependent on that data source to refresh the generated SQL. Failing to do this may result in displaying outdated or incorrect information.  For further instruction, see Refresh Generated SQL

ACCOUNTING

• Changes to branch/department and UNIFIEDTYP code (if enabled) will be required.  See full advisory under General Codes below AND full release note AND Help Center details Branch and Department Maintenance UR22013942

HR

• All places where a time bill can be created in the system now run through a standardized TimebillManager class.  See TBFORCECATEGORY config information below.  UR39798667

PROJECTS

• If you have bookmarked or set up a quick launch link to a Project Template, you will need to delete and recreate that.  The name has changed.  See additional information in Permission section below.  UR33944759

SALES

• All instances that check SALES permission have been updated to use the equivalent ORDER permission.  All users that had a SALES permission will be assigned the equivalent ORDER permission upon upgrade.  UR40070715

SERVICE

• “Active” Service Contracts are now identified by SCSTATUS General Code “State” = ACTIVE instead of by SCSTATUS General Code “Active Flag.” Service Contracts existing prior to upgrade, that have “Active Flag” checked, but do not have a State defined, will automatically be assigned the ACTIVE state–please adjust this if needed. This change extends across multiple forms and will impact invoicing–ACTIVE state Service Contracts will be invoiced for billing or service contract renewal purposes.  Live data reporting with regard to Service Contracts will now display only ACTIVE state contracts. UR49069967
• Service > Generate Recurring Dispatches.  If more than 20 recurring dispatches will be processed, system will automatically queue a background job to do it instead.  UR41891048

Deprecated

• SALES permission has been deprecated.  See details of replacement above.  UR40070715

Other important changes

Highlights
Permissions
Config Data Changes
General Code Changes

Highlights

• Cloud Storage (beta)
• Quote Revisions
• Credit Card Processing Enhancements (beta) – with FLEX or Full User license
• Ask Q (beta)
• QForms (beta)
• Branch and Department Management Enhancements
• Service Call Management – Service Date / Time Requests
• Dashboard Sales Order Bookings Report #Q0318

Permissions

Added:

• EXTSOWTAB:  Controls whether an external user can see the Project > SOW tab.  UR48080384
• PROJECTTEMPLATE:  Controls who may view/create/edit/delete project templates.  UR33944759
• QUOTEREVISION:  Controls who may view/create/edit/delete quote revisions.  UR17144776

Changed:

• CREDITCARD: added for Tech User Type: Create, View and Exec.  UQ84583954
• CUSTOMER:  View permission is now required in order to view ProjectLeaderContactNo field on LDView_Project.  PROJECT (view) permission is also required.  UR46151054
• PROJECT:  View permission is now required in order to view ProjectLeaderContactNo field on LDView_Project.  Customer (view) permission is also required.  UR46151054
• VENDACCTINFO:  Edit permission now allows user to update 1099 type on all posted vouchers for a particular customer via an option on the Customer form Extended Menu.  UQ82931919

Deprecated:

• SALES: permission module has been deprecated.  All instances that check SALES permission have been updated to use the equivalent ORDER permission.  All users that had a SALES permission will be assigned the equivalent ORDER permission upon upgrade.  UR40070715

Config Data Changes

Added:

• ASSIGNMENTDEFSTATUS:  the configvalue1 will be the default status set when creating a new assignment based on the type.  Default: SCHEDULED.  Path: Funnel Oppor Item Form > Schedule Grid > Add.  Note: This will be the default for any link types aside from Call, Tasks, Employees.  Currently only used by Funnel Opportunity Items.  UR49071038
• AUTOQUOTEREVISION:  Options ON, OFF.  Default OFF.  When ON, Q360 will automatically save quote revisions when specific fields are changed on a quote.  Revisions will be stored and may be viewed or reverted in the Revisions tab of a quote.  See full Quote Revisions article for usage instructions.  Note:  when OFF, user may manually create revisions using the Extended Menu option on the Quote form.  UR17144776
• CALLASSIGNMENTDEFSTATUS:  the configvalue1 will be the default status set when creating a new assignment based on the type.  Default: SCHEDULED.  Path: Call Form > Schedule Grid > Add.  UR49071038
• CALLSTATUS:  Added codevalue7 “Console Color.” Resource Console will display call schedules in the color defined in the CALLSTATUS code type. The default color is yellow.  UR39929973
• CALLSTATUS:  If CALLSTATUS > CLOSED has the “Closing Entry” checkbox checked, upon previewing or billing a service call, the “Check_DispatchClose” warnings will be presented (if applicable). This does not prevent previewing or billing. If there is an order open on the call, user will receive error “Order still open against the Call OrderNo: xxxxx.” If there are order items in DATAENTRY status, user will receive error “Order items in DATAENTRY status OrderNo: xxxxx.”  UR41891193
• CLOUDSTORAGE:  Default value = Q360. This config represents the default upload point for internal users uploading documents on document grids.  Possible values are Q360 (traditional method of storing in the database), HYBRID (show a checkbox allowing user to decide), CLOUD (direct upload to cloud storage) and CLOUD_DELAYED (upload to database in the traditional way, and push to cloud as a background job).  UR19327327
• CLOUDSTORAGE_EXTERNALUSER:  Default value = Q360. Same as CLOUDSTORAGE config, except HYBRID is not supported.  UR19327327
• CLOUDSTORAGE_REDIRECT:  ON is no longer a valid value.  Default is OFF.  Applicable values are now DIRECT, SHARE, and OFF.  Direct: The URL points directly to the document in Sharepoint.  Document view permissions for links of this type are determined by Sharepoint, not by Q360.  Share: Q360 will use the API to create a link that shares the document. The link is only accessible to users within the organization at this time (based on Q360 permissions), and will expire based on Sharepoint’s default expiration settings for shared links.   Security note:  sharing this link with a co-worker will bypass permissions.  UR50756068
• EMPLOYEEASSIGNMENTDEFSTATUS:  the configvalue1 will be the default status set when creating a new assignment based on the type.  Default: APPROVED.  Path: Employee Form > Schedule Grid > Add.  UR49071038
• JOBCOSTMETHSELECT:  Controls whether Job Cost Method drop down field appears on profit tab.  UR49072032
• MAXSEARCHROWS: Controls default limit of form level search results. Default is 500. When performing a form-level search, the number of results will be limited to the number in this config option.  Note: If a search result grid is configured for pagination, the limit will not take effect. Instead, this will control the number of results that must be surpassed in order for pagination to take effect.  UR43232911
• SERVICEDATEREQUEST_STATUS:  default value is blank.  Status of a call will be updated to this value if the customer responds to a request for service dates email (link to request form will be emailed to customer when choosing the Extended Menu “Request Service Dates” option on either the Dispatch Q or Call form.  UR31999815
• TASKASSIGNMENTDEFSTATUS:  the configvalue1 will be the default status set when creating a new assignment based on the type.  Default: SCHEDULED.  Path: Task Form > Assignments Grid > Add.  UR49071038
• TBFORCECATEGORY:  default OFF.  If set to ON, system will check to ensure that the current running time bill has a category set.  If it does not, a modal will be presented to set the category and subcategory of the current running time bill.  Upon submit, the category and subcategory will be immediately updated for the running time bill and the stored procedure for creating the new time bill will run (the current running time bill will stop).  Note:  If the user has TIMEBILLDB (EXEC) permission, the check for category will be bypassed on creation of a new time bill as it will not stop the existing running one.  UR39798667
• UNIFIEDTYPE:  When this config is ON and Sale Type (UNIFIEDTYP code) is designated as a Profit Center, then, on sales driving forms, user must select both Branch and Department fields that are also designated as a Profit Centers.  When config UNIFIEDTYPE is OFF, Branch options will not be filtered on sales driving forms.  UR22013942
• USETAXBOOKING: When ON, system will include the value of use tax on line items (sum of all line items Use Tax * line item QTY) in the order used to create the BOOKING record from the active project.  When OFF (default), system will not include use tax value of line items on order and will create the BOOKING record as previously created.
  When BOOKING record for the associated project is added to dbo.commissionadvice, GP and GM will match budgeted column (unedited) of the profit tab or projected column on the profit tab. Also applies to invoice and order records.  UR42553469

Changed:

• CCOCOMMISSION:  This config option is no longer required to be “PROJECTRECALC” in order for BOOKING type commission advice records to recalculate quota actual amounts.  UR40837694
• SUBPRODUCTS: When this setting is ON (default OFF), user will now see “Include Sub Products” checkbox on Customer > Products grid.   When included, sub product rows will be light blue.  Columns “Parent Product no” (zoomable) and “Parent Description” will also be visible.  UR35080244
• TIMEBILLPAYROLLAPPROVE: Options are ON or OFF.  Defaults to OFF.  Config Value 2 values are POST or PRE.  Defaults to POST.  POST = Approval step happens after posting time bill.  This is used to signify release of time bills to payroll services.  PRE = Approval step happens before posting time bill.  This is in support of allowing Direct Reports to approve a time bill before it is eligible for being Posted.  UR49681150

General Code Changes

• CALLSTATUS:  Added codevalue7 “Console Color.”  Resource Console will display call schedules in the color defined in the CALLSTATUS code type. The default color will remain yellow.  UR39929973
• DOCLINKTYP:  Added a “Download Permission” column to the DOCLINKTYP code. This code will be checked before allowing a user to download this specific type of document.  UR46673472
• UNIFIEDTYP:  Project, Sales and Invoice Types must be set to either PROFIT or COST.  This impacts availability of Branches from which to select on sales driving forms.  UR22013942