Release Notes

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Release Notes v25.01

  • Version 25.01 is in progress.  Release notes may be added, deleted or changed as the build continues
  • Version 25.01 requires a PHP minimum version of 8.3
  • The minimum SQL Server version for Q360 v25.01 is SQL Server 2017 or greater with a minimum SQL compatibility level of 140
  • Important:  When upgrading, it is recommended that your team review all advisories and release notes published between your latest version and the version to which you are upgrading.  This ensures that your team is aware of and able to navigate any new Q360 requirements, deprecations, improvements and features.

Release Notes v25.01

Published: 2024.11.08
Latest Update:  2026.01.13
Build range: 24.01 (24.01.040 – 24.01.187)

What’s New v25.01 for highlights and enhancements

For the previous major releases, see What’s New v24.01 and What’s New v23.02.

wdt_ID Version Category Context Type Description
7602 Release No Doc Category Doc Sub Category Doc Type Final Release Note
7603 25.01 ACCOUNTING FIXED Accounting > Admin > Misc > Labor Rates > Details Sub-Tab > Search button (Find Product). Category selection now functions as expected without error. [24.01.054, UR97694935]
7604 25.01 ACCOUNTING FIXED Accounting > Quick Views > Trial Balance. When selecting multiple Companies in the same currency, the Beginning Balance for a period now correctly matches the prior period's Ending Balance for those selected companies, even if one or more have a Balance of zero. [24.01.106, US27998137]
7605 25.01 ACCOUNTING FIXED Filters are now honored as expected when drilling into Account Detail from the Trial Balance. [24.01.139, US36310709]
7606 25.01 ACCOUNTING AGED AR CHANGED Accounting > Accounts Receivable > Work Queues > Collection Queue. Removed system check to exclude inactive Branch Invoices. This check was erroneously causing some Invoices to not process fully. [24.01.040, UR91542048]
7607 25.01 ACCOUNTING AUTO ADD RULE FIXED Accounting > Admin > Misc > Auto Add Rule. Recently added Auto Add Rules are now properly deleted when using the form reset / revert function. [24.01.065, US6871466]
7608 25.01 ACCOUNTING AUTO ADD RULE FIXED Accounting > Admin > Misc > Auto Add Rule Admin AND Customer > Quotes / Quick Lists > New Quote. Master Description field now allows 200 characters. [24.01.069, US11414474]
7609 25.01 ACCOUNTING BALANCE SHEET FIXED Combined Balance Sheets involving foreign exchange now function as expected. Parameter Count error no longer appears when User drills into a numeric column on this report. [24.01.160, US42292480]
7610 25.01 ACCOUNTING BANK REC FIXED Bank Reconciliation Reports. Transactions under $0.50 now display as expected. [24.01.159, US42120088]
7611 25.01 ACCOUNTING BUDGET CHANGED Accounting > Budgets > Define Budgets > Accounts tab. Add button menu option 'Select One Account' previously generated a grid modal for the user to select an Account. This has been replaced with a drop down menu from which to select an account. [24.01.110, US26561441]
7612 25.01 ACCOUNTING BUDGET FIXED Accounting > Budgets > Define Budgets > Print Menu > Print Income vs. Budget Report > Report Options. Previously, Users were unable to select BLANK as a Sub Account Group or Budget Group after entering. This is now allowed and will clear any previous Sub Account Groups and / or Budget Groups created this session. [24.01.104, US27458629]
7613 25.01 ACCOUNTING BUDGET IMPROVED Accounting > Budgets > Define Budgets > Ext. Menu > Import Budget Actuals. Import Budget Actuals option added. This option allows user to import Budget Actuals using the same (existing) import map. [24.01.053, UR96209280]
7614 25.01 ACCOUNTING BUDGET IMPROVED Accounting > Budgets > Define Budgets > Ext. Menu > Export Budget Actuals. Export Budget Actuals option added. This option allows user to export Budget Actuals using the same (existing) export map. [24.01.053, UR96209336]
7615 25.01 ACCOUNTING BUDGET IMPROVED Accounting Menu > Budgets > Define Budgets form. Added new fields to Budget tab: Previous Budget No., Branch, Locked Flag, and Archive Date. [24.01.136, UR70751979]
7616 25.01 ACCOUNTING CHECKS IMPROVED In v25, after running the Print Check function and returning to Q350 User will be prompted to confirm checks were printed correctly. Selecting NO will automatically void the entire run. Note: Print Checks functionality will no longer work in v24 after upgrading to v25. The process can still be run and a Check Run can be posted, but the Check print out will not be posted. Note: Config BSSUBACCOUNT must be turned ON for Print Check process to complete properly. [24.01.118, US23458525]
7617 25.01 ACCOUNTING COMMISSIONS CHANGED New installs will now have COMMPLAN as the default setting for the RATETYPE Commission config. [24.01.177, US46317955]
7618 25.01 ACCOUNTING COMMISSIONS CHANGED Accounting > Commissions > Commission Export. Removed action bar from Commission export form. [24.01.182, US47308727]
7619 25.01 ACCOUNTING COMMISSIONS FIXED Create Closing Entry process no longer requires Status Code on the Project to be named "COMPLETED" in order for Commissions to be generated after successfully creating the Closing Entry. Commissions now calculate correctly in the instance where a Customer decides to change the default value of "COMPLETED" to something different, i.e. "CLOSED." [24.01.059, US1216757]
7620 25.01 ACCOUNTING COMMISSIONS FIXED Accounting > Commissions > Commission Export. When a PROJCLOSE type commission entry is created, the Company No value will now be automatically set from the associated Project. This will ensure that Company No filter on Commission Export report properly returns PROJCLOSE type entries. [24.01.074, US14281338]
7621 25.01 ACCOUNTING COMMISSIONS FIXED Accounting > Commissions > Commission Export Background Job Administration > Calculate Commission > Extended Menu > Run SQL Agent Job. Modified the SQL procedure to handle partial deletions by ensuring that only missing, non-approved records for the Invoice number are regenerated. Approved records are left as is, and the process no longer skips regeneration if some records still exist. [24.01.098, UR96779960]
7622 25.01 ACCOUNTING COMMISSIONS FIXED Accounting > Commissions > Commission Export. When the Cost is NULL on an Order Item, Gross Profit and other calculations will now properly include the Revenue from those lines. Previously, Revenue from these lines was excluded from other calculations. [24.01.106, US24776653]
7623 25.01 ACCOUNTING EMAIL FIXED Accounting > AR > Reports > Customer Statements > Email Report. Customer Statement emails will now use PRINTCUSTSTATEALL template when sending email for multiple Customers. Note: Customer Statements Email can also be triggered by Customer form > Print Icon > Print Customer Statement > Email Report. In this case, it will use PRINTCUSTSTATE template. [24.01.074, US15722673]
7624 25.01 ACCOUNTING FISCAL CALENDAR CHANGED Fiscal Calendar Admin > Check to 'Close FY' for a Company. Validation check for previous Fiscal Year closures now only checks one year prior. [24.01.040, UR83634446]
7625 25.01 ACCOUNTING GENERAL LEDGER CHANGED Accounting > General Ledger > Recurring Journal Entry. Added Tran No. Primary Key field to form. Removed "Import" Extended Menu option. [24.01.154, UR70751880]
7626 25.01 ACCOUNTING GENERAL LEDGER FIXED Accounting > General Ledger > Enter Journal Transaction. Added validation check in General Ledger SAVE procedure to check for account Status. If the selected account is INACTIVE, an error message will alert the User that the account is inactive and the entry cannot be saved. If the account is ACTIVE, no error will be produced and the system will process the entry normally. [24.01.040, UR86835056]
7627 25.01 ACCOUNTING GENERAL LEDGER FIXED Project > Profit > Earned Material > GL Entry. Manual journal entries of Type Project no longer produce an error when attempting to open Journal Entry link from the Earned Material modal. [24.01.060, US1085537]
7628 25.01 ACCOUNTING GENERAL LEDGER FIXED Accounting > General Ledger > Enter Journal Transaction. If a Reversal Date is set and a User attempts to reverse the entry, system will now display a prompt stating that a Reversal Date is set and User will be asked to confirm whether they wish to continue or not. Select YES - a new Contra entry is created and this entry will NOT have a Reversal Date set. [24.01.072, US14275526]
7629 25.01 ACCOUNTING GENERAL LEDGER FIXED Accounting > Admin > GL Admin > GL Segments > Extended Menu > Build GL Segments. Branches or Departments with the same SubAccount are now allowed as long as the Company No. is different. [24.01.099, US11243315]
7630 25.01 ACCOUNTING GENERAL LEDGER FIXED Accounting > GL > Enter Journal Transaction. In version 25.01, only manual entries within an open period are editable, and only if they are not linked to a Project, Time Bill, Call, or Order in a POST State. [24.01.127, US20003239]
7631 25.01 ACCOUNTING GENERAL LEDGER IMPROVED Accounting > Quick Views > Account Detail. If listed Invoice is related to a Service Contract, Service Contract No. will display on Account Detail. [24.01.068, US10152255]
7632 25.01 ACCOUNTING GENERAL LEDGER IMPROVED Accounting > Admin > GL Admin > Sub Account Group Maintenance > Grid ADD icon. Previously, when creating a new Sub Account Group, the name was truncated to 10 characters. Name length max has been increased to 20 characters. [24.01.158, US41958810]
7633 25.01 ACCOUNTING INCOME STATEMENT CHANGED Accounting > Quick Views > Combined Income Statement. Report filters "Format" and "Sub Acc. Group" now check for User Permissions (view) which may be set at Accounting > Admin > Designer > Income Statement Designer > select an option > Permissions and Accounting > Admin > GL Admin > Sub Account Group Maint > choose a Sub Account Group > Permissions respectively. [24.01.112, US30830194]
7634 25.01 ACCOUNTING INCOME STATEMENT CHANGED Income Statement Designer now requires ACCADMIN (View) permission and no longer requires USERADMIN permission. Editing the permissions grid now requires ACCADMIN (Edit) permission and no longer requires USERADMIN permission. [24.01.146, US36697758]
7635 25.01 ACCOUNTING INCOME STATEMENT FIXED Income Statement Detail now properly displays amounts with two decimal places. Previously, decimal places wrapped to a second line. [24.01.064, US4405474]
7636 25.01 ACCOUNTING INCOME STATEMENT FIXED Accounting > Quick Views > Income Comparison. Income Comparison report with a Sub Account Group filter set will now return results as expected. Note: wildcards such as '%' are no longer automatically assigned in the proc and must be included by User in the filter tab. [24.01.103, US1087700]
7637 25.01 ACCOUNTING INCOME STATEMENT FIXED Accounting > Quick Views > Income Comparison. The drill-down from Income Statement Comparison to Account Detail will now correctly pass the User's "Sub Account" filter. A blank value will display all Sub Accounts. Additionally, erroneous row duplication has been resolved. [24.01.107, US20977996]
7638 25.01 ACCOUNTING INCOME STATEMENT FIXED Income Statement Designer now includes Show All checkbox by default. Additionally, Accounts grid will retain filters when navigating between the next and prev form using icons at the top of grid. Accounts grid will also automatically refresh on load. [24.01.145, US38379318]
7639 25.01 ACCOUNTING LIVE DATA REPORTS FIXED Accounting > Reports > Income Versus Budget AND Live Data > Income Versus Budget. Loading report no longer produces an erroneous warning relating to Inactive Accounts. [24.01.066, US7872514]
7640 25.01 ACCOUNTING LIVE DATA REPORTS FIXED Accounting > Reports > Income Versus Budget. IncomeBudgetGroup_LiveData will no longer be listed as a "procedure to be excluded from whitelist." As a result, this report no longer produces an error message when run with standard parameters. [24.01.068, US9469915]
7641 25.01 ACCOUNTING LIVE DATA REPORTS IMPROVED Live Data > Accounting > Block Amount Summary AND Accounting > Month End > Month End Reconciliation  > Block Amount Summary > Subledger.  Block Amount Summary no longer defaults to display zero amount balances. This may now be controlled by the user through a filter option, "Include Zero Balance" checkbox. [24.01.062, US1087707]
7642 25.01 ACCOUNTING LIVE DATA REPORTS IMPROVED Accounting > Accounts Payable > Quick View > Expense by Vendor. Total column now supports up to 11 digits including 2 decimal places. [24.01.066, US8004604]
7643 25.01 ACCOUNTING MONTH END CHANGED Accounting > Month End > Month End Reconciliation. Prepaid Expenses now filter on Post Date rather than Invoice Date in Month End Reconciliation. [24.01.040, UR89980770]
7644 25.01 ACCOUNTING MONTH END CHANGED Accounting > Month End > Run Asset Depreciation. Form has been replaced with a modal. [24.01.129, US20003435]
7645 25.01 ACCOUNTING MONTH END FIXED Accounting > Month End > Post Pre-Paid Expenses. Date entered in the modal is now used instead of today's date. [24.01.180, US46832012]
7646 25.01 ACCOUNTING MONTH END REMOVED Accounting Main Menu > Month End > Post Service Revenue. "ALL" removed as an option. [24.01.170, US45276016]
7647 25.01 ACCOUNTING PURCHASE ORDERS CHANGED New Permission added: POTHRESHOVR (Exec). This permission allows confirmation and approval of Purchase Orders exceeding the PO Threshold limit set in config CHECKPOCOSTTHRESHOLD (additionally supported by config CHECKPOCOST). Configuration setting CHECKPOCOSTTHRESHOLD changed. Config Value 1: Threshold Percentage Value - This is the percentage threshold above which a PO Line Item Cost (new or edited) will trigger a warning or block upon form save action (related to PO confirmation or approval). This value works in conjunction with the CHECKPOCOST config setting. Config Value 2: May be set to WARNING or BLOCK. This determines what will happen when a User attempts to save a PO form that includes a new Item or edited existing Item with a PO Cost value that exceeds the Value 1 percentage (above). WARNING: User will receive a warning message upon form save action, but will be allowed to proceed. BLOCK: User will not be allowed to proceed with form save action. Note: A blank field will be treated as a BLOCK value. Admin Users and Users granted POTHRESHOVR (Exec) permission may override this block and continue save form action. Config Value 3: Item Type to validate. Enter a comma separated list of Item Types i.e. Q,A to validate only Items of these Types against threshold set in Config 1 (above). [24.01.071, US4808378]
7648 25.01 ACCOUNTING REVENUE FIXED Accounting > Service Contracts > Bill Service Contracts. Action will now only create one Master Invoice per Customer No.. Previously, this action would sometimes erroneously create duplicate Master Invoices. [24.01.109, US29094304]
7649 25.01 ACCOUNTING SUB ACCOUNT FIXED Accounting > Branch & Dept Maintenance. Validation check added to prevent creation of duplicate Branch/Subaccount and / or Department/Subaccount combinations. [24.01.066, US7681818]
7650 25.01 ACCOUNTING TAX CHANGED Accounts > Reports > Taxes > UK VAT Report > Ext Menu > Transmit VAT. This option is now available to any User with ACCOUNT (view) permission. [24.01.178, US46717993]
7651 25.01 ACCOUNTING TAX FIXED Live Date > Live Date Reports > Tax Report. Tax Report now properly excludes Invoices with Cash Receipts. Previously, these were included causing incorrect TaxDist Exempt Totals. [24.01.053, UR96666348]
7652 25.01 ACCOUNTING TAX FIXED Accounting > Admin > Tax Admin > Tax Applicable Codes > Tax Checkboxes (such as Include Material, Labor/Subc, or Freight). Previously, M Type Items were not accounted for. Now, M Type Masters will be evaluated as Material, along with K and B Type Masters. [24.01.060, US668048]
7653 25.01 ACCOUNTING TAX FIXED Updated LDView_Tax to properly check for VAT1Flag, VAT2Flag and VAT3Flag. VAT for each entity will be checked respectively when determining if it should be included in the tax report and all Vendor TaxDist will properly display. [24.01.070, US12643239]
7654 25.01 ACCOUNTING TAX FIXED VAT reports > reports using LDView_VendInvoiceItem. Updated to enable the standard framework mechanism for displaying correct, dynamic currency symbols, improving visual clarity. Note: This change displays original transaction values with their correct corresponding symbols. It does not perform currency conversion. Therefore, this report will still show values in their original currency and will not directly tie to the base-currency Trial Balance without further modification to calculate and display Euro-equivalent amounts. [24.01.076, US17714531]
7655 25.01 ACCOUNTS PAYABLE AGED AP IMPROVED Accounting > Accounts Payable > Quick Views > Aged AP > Label Filters. Filter fields below grid may be used to filter grid results. [24.01.116, UR84663333]
7656 25.01 ACCOUNTS PAYABLE AP JOURNAL IMPROVED Accounting Main Menu > Accounts Payable > Vouchers > Journal tab > Grid Extended Menu > Reverse Entry. ACH payments that include Foreign Exchange entries can now be reversed using the Reverse Entry option. Previously, this was not allowed. [24.01.185, US44501131]
7657 25.01 ACCOUNTS PAYABLE CHECKS CHANGED Print Checks. Extended Menu "Preview Check Run for Selected" option in the Extended Menu has been removed. Option will now only be accessible from the Print Menu icon. [24.01.161, US42460434]
7658 25.01 ACCOUNTS PAYABLE CHECKS FIXED Check Total Text on printed checks now displays properly. Previously, if this text was longer than 60 characters, the text field failed to display any value / text. [24.01.049, UR94920716]
7659 25.01 ACCOUNTS PAYABLE EXPENSES FIXED Accounting > Accounts Payable > Import Expenses. After a successful import, the message displayed will read, "X expenses imported successfully." Previously, this message erroneously stated that undefined Expenses were imported. Additionally, EXPENADMIN (Exec) and EXPENSE (Create) permissions now function properly. Users without these permissions will not see the Import Expenses option. [24.01.073, US14434521]
7660 25.01 ACCOUNTS PAYABLE EXPENSES FIXED Accounting > Accounts Payable > Import Expenses. Both CURRENCYTYPE and REIMBURCURRENCYTYPE fields on Expenses form > Detail tab now populate properly. This fix applies to regular 'Import Expenses' functionality and the PCARD import method. [24.01.076, US13070406]
7661 25.01 ACCOUNTS PAYABLE PRINT OPTIONS CHANGED Accounting > Accounts Payable > Quick Views > Check Register > Ext Menu > Print Vendor Remittance. Changed: if printing multiple reports, they will now all be contained in one zip file instead of multiple downloads. [24.01.155, US40269924]
7662 25.01 ACCOUNTS PAYABLE PURCHASE ORDERS FIXED Accounting > Accounts Payable > Bill Recurring PO's. Company drop down menu now functions as intended. [24.01.051, UR95910543]
7663 25.01 ACCOUNTS PAYABLE VOUCHERS CHANGED Functionality matches v24. Grid will pre-load with all outstanding Vouchers for the Customer of the initial Voucher. The initial Voucher will be pre-selected in the grid with pay amount set to match the Outstanding Balance minus any Discounts. Selecting any other row will set its Pay Amount to the same Amount. Check total will be the sum of Pay Amounts of all Checks in the grid - this will be reflected in the Amount (text and number) fields on the form. Note: Print Checks functionality will no longer work in v24 after upgrading to v25. The process can still be run and a Check Run can be posted, but the Check print out will not be posted. Note: Config BSSUBACCOUNT must be turned ON for Print Check process to complete properly. [24.01.116, US20003350]
7664 25.01 ACCOUNTS PAYABLE VOUCHERS FEATURE Vouchers will now be created with an auto-generated Tracking No. [24.01.167, US43449620]
7665 25.01 ACCOUNTS PAYABLE VOUCHERS FEATURE Voucher Quick Search grid is now customizable. [24.01.172, US45536414]
7666 25.01 ACCOUNTS PAYABLE VOUCHERS FIXED Voucher record > Extended Menu > Post. System will prevent this action if Voucher contains line item(s) pointing to the Company Prepaid Expense Account if there is no Deferral Period specified. [24.01.069, US10617324]
7667 25.01 ACCOUNTS PAYABLE VOUCHERS FIXED Accounting > Accounts Payable > Vouchers > Extended Menu > Un-post Voucher. Un-posting a Pre-Paid Expense Account Voucher will now clear any Pre-Paid Expense values as expected. [24.01.072, US14569457]
7668 25.01 ACCOUNTS PAYABLE VOUCHERS FIXED On a Voucher that is not linked to a Project, Call, or Order, when adding Freight on the Header. Process will now look at the following hierarchy to determine which Account the Freight Line Master should use on the Voucher: 1. Master Extended Account 2. Default Extended Account 3. Master 4. Company. [24.01.086, US18447784]
7669 25.01 ACCOUNTS PAYABLE VOUCHERS FIXED Accounting > Month End > Post Pre-Paid Expense. System now correctly reports the Prepaid FX Balance regardless of whether the currency rate difference is positive or negative. The Amount Recognized is now correctly calculated by accounting for the entire Account Balance, rather than relying only on positive value entries. [24.01.153, US35597759]
7670 25.01 ACCOUNTS PAYABLE VOUCHERS FIXED Voucher form. In ADD mode, it is now possible to manually add Line Items. [24.01.179, US46829887]
7671 25.01 ACCOUNTS PAYABLE VOUCHERS IMPROVED Accounting > Accounts Payable > Voucher. User Def tab added. Additionally, added "Include Active Only" checkbox to Project Select Modal. This checkbox will default to ON - when OFF, "Active Only" checkbox will be removed from the grid AND the results will show only Active Projects. [24.01.135, US35452298]
7672 25.01 ACCOUNTS PAYABLE VOUCHERS IMPROVED When adding a Line Item to a manual Voucher item (not linked to a Task / Project, Call, or Service Contract), the item Voucher will be set to the Vendor Expense Account as entered on the Vendor record (Customer Form > Vendor Sub-Tab > Expense Account / Segment). [24.01.175, US46184405]
7673 25.01 ACCOUNTS PAYABLE VOUCHERS IMPROVED Voucher > Apply This Credit Voucher. The balance of the current Voucher and the target Voucher are now included in the warning / error messages. [24.01.185, US47849109]
7674 25.01 ACCOUNTS RECEIVABLE FIXED Projects > Projects > Project form > SOV. SOV Items on a Project in EDIT mode no longer erroneously increase by retention percentage. [24.01.110, US30402388]
7675 25.01 ACCOUNTS RECEIVABLE AGED AR FIXED Workflow > Accounts Receivable > Aged AR Bucket. Count of items in this bucket now based on Invoice Date and count properly displays. Previously, bucket count was always displayed as zero. [24.01.066, US8516778]
7676 25.01 ACCOUNTS RECEIVABLE AGED AR IMPROVED AR Aging Trend. Added 31-90 column and 90+ column. Multi-select is now supported on this report. [24.01.049, UR94831907]
7677 25.01 ACCOUNTS RECEIVABLE AR JOURNAL IMPROVED Accounting > Month End > Post Service Revenue. When selecting this option for a closed Period, which is not allowed, an error message will now properly describe the issue, "AR Journal Date unable to post, fiscal period is closed." [24.01.092, US22589615]
7678 25.01 ACCOUNTS RECEIVABLE CASH RECEIPTS FIXED Processing Overpayments through Cash Receipts no longer incorrectly reduces the Customer's YTD Sales figure by the Overpayment amount. [24.01.050, UR96012479]
7679 25.01 ACCOUNTS RECEIVABLE CASH RECEIPTS FIXED Accounting > Accounts Receivable > Invoices > grid Extended Menu > Undo Receipt. This action will now perform a check for Account Number. Receipts tied to other receipts by Customer, Date or RefNo may be undone, but those tied to other receipts by Account No. may not. [24.01.069, US11244923]
7680 25.01 ACCOUNTS RECEIVABLE COLLECTION QUEUE FIXED Added Edit mode to Collection Queue Maintenance form. This mode allows User to check / uncheck boxes in the Active column indicating which queues will be Active or Inactive. [24.01.099, UR70752103]
7681 25.01 ACCOUNTS RECEIVABLE COLLECTION QUEUE FIXED Accounting > AR > Work Queues > Collection Queue. Collection Queue now properly displays the Invoice Due Date from Invoice header. [24.01.124, US32649066]
7682 25.01 ACCOUNTS RECEIVABLE COLLECTION QUEUE FIXED Accounting Main Menu > Accounts Receivable > Work Queues > Collections Q. An error is no longer produced when filtering for ALL, "91 Days or More," or "121 Days or More." [24.01.137, US35596649]
7683 25.01 ACCOUNTS RECEIVABLE CREDIT CARDS FEATURE On the Add Credit Card modal, there is now a checkbox "Use Customer Address for Billing." When this box is checked, it will use the Address from the Customer record as the credit card Billing Address (existing functionality). When unchecked, the User will be prompted to fill in the address details. These fields will pre-populate with the Address information of the Customer's Invoice To Site. If the Customer does not have an Invoice To Site set, then it will pre-populate with the Customer record Address. The First and Last Name will default to the selected Contact's First and Last name. This applies to both Authorize.net and Forte integrations. [24.01.042, UR92171798]
7684 25.01 ACCOUNTS RECEIVABLE CREDIT CARDS FIXED When deleting a credit card, the card is now properly deleted from both Forte and Q360 preventing discrepancies. [24.01.040, UR91545859]
7685 25.01 ACCOUNTS RECEIVABLE INVOICES CHANGED Accounting > Accounts Receivable > Invoices. User Def tab added. Type and Status filters removed from Activities tab. [24.01.110, US24299583]
7686 25.01 ACCOUNTS RECEIVABLE INVOICES CHANGED Accounting > Accounts Receivable > Invoices. Find Product sub tab has been changed to a left-side Line Items grid icon. Functionality remains the same. [24.01.127, US24299530]
7687 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED SOV Header now properly includes a Project's Financial Start Date as the Contract Date. [24.01.041, UR92173044]
7688 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Accounting > Accounts Receivable > Invoice > AR Journal > Credits / Payments. System now prioritizes Credit Voucher lookups over Invoice lookups in the rare instance that the Credit Voucher Number and Invoice Number match. [24.01.043, UR91894082]
7689 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Accounting > AR > Work Queues > Orders to Invoice Q > Both Invoice Extended Menu options. These actions now generate individual Invoices for all selected Orders. [24.01.051, UR95910623]
7690 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Accounting > Accounts Receivable > Print Invoices > Email or Print. Process will now complete without error if no Credit Card Deposit Account has been set up. Previously, the lack of an associated Credit Card Deposit Account caused an error and prevented Invoice Print process. [24.01.064, US5500914]
7691 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Accounting > AR > Print Invoices. Printing multiple Invoices from Invoice Print Queue now functions as expected. [24.01.064, US1220891]
7692 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Customer Statement now respects "Include Zero Balance" flag selection. When checked, Customer Statements will include Invoices displaying a balance of zero. [24.01.066, US5705359]
7693 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Sales > Orders > Extended Menu > Invoice This Order. This action will no longer produce an error as a result of included Section Line Items. [24.01.069, US11412759]
7694 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Invoice form > Extended Menu > Create Credit Invoice. Action no longer produces a $0 Balance error and no longer duplicates the credit in the AR Journal. [24.01.074, US14853286]
7695 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED When a Service Call is marked as Type FIXED, the Preview Invoice Template now correctly updates non-"fixed" Line Items to display Price of $0.00. [24.01.083, US19794186]
7696 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Invoice > Extended Menu > Apply To Block Amount. Updated logic to determine if Invoice's Contract No. link is linked to an Order, and if so, will then check the related Service Call for the appropriate Service Contract No.. The Block Amount may then be applied to the Invoice. This fix ensures that the Invoice always reflects the appropriate Block Amount Balance and allows User to apply available balance without error. [24.01.083, US19794495]
7697 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED When the customer on an invoice is changed the Invoice Site No. will be cleared. [24.01.099, US24300809]
7698 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Invoice > Extended Menu > Convert Credit Balance to Voucher. This procedure previously erroneously checked for the Invoice (edit) permission. This has been corrected and the option now properly checks for Voucher (create) permission. [24.01.099, US23540027]
7699 25.01 ACCOUNTS RECEIVABLE INVOICES FIXED Accounting > Accounts Receivable > Invoices. If an Invoice is linked to a POSTED Project, Invoice will load in Read-Only state and Edit functionality will be disabled. Previously, Users could attempt to edit Invoice, but would receive an error message. [24.01.127, US24299513]
7700 25.01 ACCOUNTS RECEIVABLE INVOICES IMPROVED Previously, when printing a Customer Statement, an "Invoice To" Company could be set and the Customer Statement displayed the Main Address. Now, this function may be set to display the "Bill To" Site Address. This is set on the Customer Mailing Statement Template. [24.01.059, UR99236010]
7701 25.01 ACCOUNTS RECEIVABLE INVOICES IMPROVED Accounting > Accounts Receivable > Invoice. Users may now edit Line Item Sequence with Grouping disabled. Previously, this action was only possible with Grouping enabled, which is not an option on this form. Note: form must be in EDIT mode to re-sequence Line Items. [24.01.062, US4036624]
7702 25.01 ACCOUNTS RECEIVABLE INVOICES IMPROVED When printing Customer Statements for more than one Company, statements will now sort in alphabetical order by Company, then by Invoice / Date for each Company. [24.01.063, US7874345]
7703 25.01 ACCOUNTS RECEIVABLE INVOICES IMPROVED Accounting > Accounts Receivable > Create Service Dispatch Billing Invoices. Form based modal converted to pop up modal. When selecting a Customer No., if an InvoiceNo is returned, an Invoice form will open with that generated Invoice. When processing without a Customer No. selected, the Invoice Queue will open filtered for Type TIMEBILL. If processed with a Customer No., but no InvoiceNo is returned, an alert will display: "No New Call." [24.01.135, UR70751894]
7704 25.01 ACCOUNTS RECEIVABLE LIVE DATA REPORTS FIXED Accounting > Accounts Receivable > Quick Views > AR By Customer. Data now displayed on report as expected. [24.01.069, US11247747]
7705 25.01 ACCOUNTS RECEIVABLE PRINT OPTIONS CHANGED Accounting > Accounts Receivable > Print Invoices > Print Menu > Email Selected Invoices. User will no longer receive a prompt to "Send an Email per Selected Row?" when only 1 row is selected. [24.01.144, US36477153]
7706 25.01 ACCOUNTS RECEIVABLE PRINT OPTIONS IMPROVED Accounting > Accounts Receivable > Print Invoices > Print Menu > Print Selected Invoices. Added options for multi-printing and merging Invoices. [24.01.141, US35454757]
7707 25.01 GENERAL CHANGED Access Record Permissions. Admins no longer have access to secured records unless explicitly added to Permissions tab. NOTE: In the unlikely event that NO user has ben given permission to access a record, ALL users will have full access to the record. This ensures that the record is not accidently locked out from all users in the system. [24.01.045, UR93889527]
7708 25.01 GENERAL CHANGED Context Sensitive Help Anchor setup (proper permissions required) has been moved from the Help Menu to Maintenance Menu > Anchors. Related Article setup may be accessed via Maintenance Menu > Articles. [24.01.110, US20003254]
7709 25.01 GENERAL CHANGED Context Sensitive Help Article setup (proper permissions required) has been moved from the Help Menu to Maintenance Menu > Articles. Related Anchor setup may be accessed via Maintenance Menu > Anchors. [24.01.110, US20003256]
7710 25.01 GENERAL CHANGED View Menu > To Do List. Moved Comments text field from below To Do List grid to it's own Comments tab. [24.01.120, UR70751718]
7711 25.01 GENERAL CHANGED Address 2 field on various forms is now a standard text input field and no longer contains Address Validation and Map Plotting icons. [24.01.146, US33419331]
7712 25.01 GENERAL CHANGED manufacturenormalize_view. Form renamed to Manufacturer Maintenance and converted to a record-based form. [24.01.157, US20003299]
7713 25.01 GENERAL CHANGED New hotkeys implemented. Full list may be found on the v25 Help Center. Several hotkeys available in previous versions have been deprecated including Alt+Shift+Right/Left Arrow, Main Menu navigation hotkeys and Quick Launch Toolbar hotkeys. [24.01.165, US43451361]
7714 25.01 GENERAL FEATURE Added User Preference. User Menu > User Preferences > Toolbar > Clear Filter After Item Click (default ON). [24.01.157, US41070685]
7715 25.01 GENERAL FEATURE Form copy function. Added "Copy Formatted URL" as an option for HTML fields with a formatted URL, creating a hyperlink which hides the full URL and displays a clean string (for example, the record Primary Key). [24.01.175, US45796768]
7716 25.01 GENERAL FIXED Added various missing tool tips. [24.01.125, US29273347]
7717 25.01 GENERAL FIXED When viewing tiled open windows, pressing the Escape key will now properly close the model. [24.01.128, US34037310]
7718 25.01 GENERAL IMPROVED When using "Tab Mode" the active tab will now have an underline. A new theme called Mono-q has been added. It is a variation of the "Mono" theme that was offered in the previous version [24.01.182, US47310029]
7719 25.01 GENERAL IMPROVED User Name > Screen Mode > Tab Mode. When using Tab Mode, the "Tile" icon now appears in the Navigation Bar allowing User to quickly view all open Tabs. Note: the "Arrange All" button is specific to Windows Mode and will not appear on the Tiles screen cover. [24.01.109, US29051619]
7720 25.01 GENERAL IMPROVED Dashboard Design changes. Toolbar > Dashboards > View any dashboard AND Toolbar > Dashboards > Live Data Dashboard Definitions > Layout tab. Properties panel added. This panel displays the properties for the selected Chart. Changes to filter configuration, data colors, etc. take effect in real time for a better UX when designing a dashboard. Previously, users had to save the dashboard in order to edit the filter configurations and could not see the data colors tab when editing the layout. [24.01.110, US26705591]
7721 25.01 GENERAL IMPROVED Diagnostics page now displays: PHP ini Values | Php version, upload_max_filesize, post_max_size, max_execution_time, memoery_limit AND Security Peppers | smtp_pepper, doucment_pepper [24.01.110, US29272013]
7722 25.01 GENERAL IMPROVED Added new component for Dashboard / Form design - drag and drop resizing. [24.01.110, US24781590]
7723 25.01 GENERAL IMPROVED Logging out now does a pre-validation check to ensure no forms are in EDIT mode. If at least one form is in EDIT mode, a confirmation window will appear. Clicking YES will allow the logout to continue and any unsaved changes will be lost. Clicking NO will prevent logging out. [24.01.119, US32345698]
7724 25.01 GENERAL IMPROVED When User attempts to close a form in EDIT or ADD mode, system will present a modal asking "Are you sure you want to close without saving?" [24.01.121, US30215781]
7725 25.01 GENERAL IMPROVED Account alerts. Users will only see each alert one time per form. The same alert will not appear twice while that form is open, but if User closes the form and opens it again, the alerts will appear again. If an alert is modified i.e. someone edits the Customer Service alert, that alert will be re-enabled for all Users and they will see it the next time they log in to Q360 (requires browser refresh). [24.01.170, US35452196]
7726 25.01 GENERAL IMPROVED Tooltip speed / functionality improved. [24.01.171, US45418094]
7727 25.01 GENERAL IMPROVED Record locking. In v25, for Users who have RECORDLOCK (view) permission, the error message stating that the record is locked now includes a button that allows the User to break the lock immediately. This action will close the error message and the form will enter Edit mode. [24.01.175, US45420153]
7728 25.01 GENERAL REMOVED EAcceptance Without MFA feature (Config EACCEPTANCEWITHOUTMFA) is deprecated due to decreased security caused by such a feature. v25 allows EAccept requests for additional file types (Word, Excel, Videos, etc.). Print > Print Destination = EAccept now requires both EACCEPTANCE (Create) and DOCUMENT (Create) permission. See Help Center KB Article for additional information about / usage of EAcceptance feature. [24.01.138, US35452533]
7729 25.01 GENERAL REMOVED Empty Action Bars removed from several forms where these are not required. [24.01.164, US43109934]
7730 25.01 GENERAL REMOVED Maintenance Main Menu > User Menu Administration is deprecated in v25. [24.01.165, US43448357]
7731 25.01 GENERAL API CHANGED "Access Enabled" checkbox added to API Config form for following APIs: AUTHORIZEDOTNET, AVALARA, BASECAMP, CANADAPOST, CLOUDSTORAGE, CUSTOMERLIBERTY, DEVICEMAGIC, DIRECTOR, DTOOLS, FORTE, GEOLOCATE, GOOGLE, GOOGLEDRIVE, GOOGLEROUTES, GREATAMERICA, HMRC_VAT, HMRC_VATACCESSTOKENS, HMRC_VATAUTHCODE, HUBSPOT, INGRAMMICRO, INSPECTPOINT, JETBUILT, JIVE, KASEYA, NABLE, OAUTH, PSA, PUSHOVER, QFORMS, REDIS, SMSHANDLER, SUREADDRESS, SYNNEX, TAXCCH, TAXJAR, TECHDATA, TELEPHONY, TEXTMAGIC, TOTP, TSHEETS, USPS, WEBSOCKET, XTENAV. Checkbox will control visibility of actions and form components linked to the associated integration. When checkbox is checked, actions / form components related to the integration will be available regardless of whether the integration is fully configured. When unchecked, actions / form components related to the integration will be hidden regardless of whether the integration is fully configured. Editing the checkbox on the form will set the corresponding config to either ON (checked) or OFF (unchecked). Note: checkbox will not stop any existing automated jobs / processes related to the specified integration from running as scheduled. [24.01.133, US22252090]
7732 25.01 GENERAL API CHANGED Google Maps integration has been updated to remove deprecated code. In addition to an API key, a Map ID is now required. This is created in the Google Cloud Console under Maps Management. This value needs to be entered into the Google Maps API configuration form. [24.01.170, US44679873]
7733 25.01 GENERAL API CHANGED The old USPS API will be deprecated on January 25,2026. Customers will need to sign up for the new "v3" API service and retrieve a consumer key and consumer secret. Users should follow steps 1-3 here and then enter the key/secret into the USPS config form: https://developers.usps.com/getting-started [24.01.182, US47130332]
7734 25.01 GENERAL API FIXED Maintenance > API Configuration > Avalara. Entry of an invalid Account ID will now produce and error and message stating, "Could not authenticate with Avalara. Please check the Account ID or License Key and try again." [24.01.046, UR76588789]
7735 25.01 GENERAL API FIXED Maintenance > API Configuration. A blank value may now be saved in the API Key field. This may be used to delete a previously entered (non-blank) value. The Test Service button will remain disabled until a non-blank API Key value is entered and saved. Hovering over the Test Service button will display a tooltip stating why the button is disabled. [24.01.049, UR94826173]
7736 25.01 GENERAL API FIXED Inspect Point > Q360 Technician sync. When manually creating a Technician in Inspect Point, Q360 will now check for a matching existing User Name (USERID) in Q360. Mapping between inspect Point and Q360 will only proceed if this check is passed. [24.01.107, US28183111]
7737 25.01 GENERAL API FIXED Maintenance > API Configuration > Director. If Director has not been configured and a User Name and / or Password has not been entered an error message will display "Invalid Director User Config." If it has been configured, but has the wrong User Name or Password, an "Authentication Failed" error will be displayed. [24.01.162, US42941894]
7738 25.01 GENERAL API IMPROVED Ask Q - Azure OpenAI updated API to work with newer models released in 2025. [24.01.062, US3319256]
7739 25.01 GENERAL API IMPROVED Maintenance > API Configuration > QForms tab. Added a flyout Filters panel including Time Period, Start Date and End Date fields. Time Period selection defaults to Current Week.  [24.01.069, US9217954]
7740 25.01 GENERAL API IMPROVED Google Maps Integration / Address component. If Google Maps integration is set up and the Address component is set up to pair with it, the location will open within the Q360 map form. If either of those has not been configured, a new browser tab will open and load Google Maps. The location will automatically plot there. [24.01.162, US35452459]
7741 25.01 GENERAL API IMPROVED Form Builder > API Config form AND Maintenance > API Config > Any API Config Form. The API Config form previously relied on client-side JavaScript to manage and update field captions (specifically for apiconfig_key mappings). This logic has been refactored to remove the JavaScript dependency and rely on native dynamic tokens instead. There should be no visible change in behavior for the User. [24.01.178, US46721693]
7742 25.01 GENERAL BACKGROUND JOBS FIXED ResQDaily Background Job. Declaration updated to prevent data truncation errors and allow the ResQDaily job to complete successfully. [24.01.046, UR93420314]
7743 25.01 GENERAL BACKGROUND JOBS IMPROVED Improved Email Alert batch processing time. [24.01.074, US15718038]
7744 25.01 GENERAL BACKGROUND JOBS IMPROVED Maintenance > Background Jobs > Log > Filter panel. Added Save filter drop down to the filter panel, allowing User to save the entire filter set. [24.01.176, US46316766]
7745 25.01 GENERAL CALLS REMOVED External User > Toolbar Menu > Service > Active Calls. Menu option icon has been removed. [24.01.119, UR70751868]
7746 25.01 GENERAL CLOUD STORAGE CHANGED Integrations > Cloud Document Storage > Core Report Datasets that return images. Due to security concerns, we no longer support direct SQL text that does not call a stored procedure for datasets that return images in RDL Reports. All Datasets that return an image to be embedded in a report will use "Stored Procedure" as the Query Type. Query Type Text datasets that call a stored procedure are still supported, but not recommended as they require additional processing to parse the Query. Query Type Text datasets that use direct SQL statements are no longer supported and will produce an error. The aforementioned only applies to datasets that return images, however, these are best practices that should be applied to every data set where possible. [24.01.110, US28697493]
7747 25.01 GENERAL CLOUD STORAGE FIXED Integrations > Cloud Document Storage > Embed Cloud Documents in SSRS. Images stored in Cloud Storage or Encrypted in the database will now render correctly in SSRS reports. [24.01.108, US28184764]
7748 25.01 GENERAL CONFIG DATA FEATURE Internal use only until 25.01. Added Config: AUDITLOG (ON / OFF) - default OFF. When AUDITLOG is turned ON, tables flagged for auditing will record VIEW, UPDATE, and DELETE in v25 framework only. VIEW - only applies to viewing the record in its main form, i.e. the Customer form, but not the Customer in a grid. UPDATE / DELETE - form and grid saves and deletes. Does not include Extended Menu processing. This is not a table trigger that captures 100% of update operations.  The following tables are flagged for auditing by default: Contact, Customer, Invoice, Projects, Purchase, Site, Vendinvoice.  [24.01.096, US23719637]
7749 25.01 GENERAL CONFIG DATA IMPROVED New config created: SESSIONTIMEOUT (Config Value 2). User will receive a warning this many minutes prior to being logged out of Q360 for inactivity. Default = 5. [24.01.072, US12956892]
7750 25.01 GENERAL CONTACT CHANGED Contacts Subtab > Contacts Grid > Add Button > Add Contact. This action now opens the standard Contact modal (previously opened the Advanced Search modal). Integrations Subtab > Integrations Grid > Add Button. Previously, Users could use this action to add multiples of the same service - this action is no longer allowed. The Add action will now check for duplicates and prevent these. [24.01.100, UR70751809]
7751 25.01 GENERAL CONTACT FIXED Contact form. If a valid phone number exists in the field and an improperly formatted number is entered, original valid value will remain in this field. Fields impacted: Phone Number, Home Phone, Alternate Phone, and Mobile Phone [24.01.067, US9216708]
7752 25.01 GENERAL CUSTOMER CHANGED Customer Create process will no longer assign a default Collection Queue. [24.01.043, UR92946319]
7753 25.01 GENERAL CUSTOMER CHANGED External User > Customers > Sites. External Users may no longer view "Inactive" records. [24.01.053, UR96781758]
7754 25.01 GENERAL CUSTOMER FIXED Customer > Extended Menu > Merge Another Customer Into This Customer. Merge Customer process now updates GL Journal as expected. [24.01.064, US4216980]
7755 25.01 GENERAL CUSTOMER FIXED Customer form. When creating a new Customer. Alt Phone field now verifies Alternative Phone Number format. [24.01.068, US8623133]
7756 25.01 GENERAL CUSTOMER FIXED Voucher form > Line Items tab > Find Product. Company and Branch filters now correctly default to Company and Branch of open Voucher form. [24.01.070, US12646828]
7757 25.01 GENERAL CUSTOMER FIXED External User new Call creation action now bypasses Credit Limit Check. This check is still run when new Call is created by Internal Users. [24.01.070, UR89843825]
7758 25.01 GENERAL DATA DICTIONARY IMPROVED Maintenance > Admin > Data Dictionary. History triggers may now be created for SMALLINT and BIGINT data types including "Contract Table" and "Revision" column. [24.01.069, US11927901]
7759 25.01 GENERAL DATA DICTIONARY REMOVED "Active Only" checkbox removed from the Data Dictionary. [24.01.164, US43277546]
7760 25.01 GENERAL DOCUMENT MANAGEMENT FEATURE Added Document Grid > Drag Icon ("="). Click and drag this icon to another Document grid to link documents. [24.01.151, US39710366]
7761 25.01 GENERAL DOCUMENT MANAGEMENT FIXED Document forms now function at expected speed without excessive loading delay. [24.01.053, UR94456021]
7762 25.01 GENERAL DOCUMENT MANAGEMENT FIXED When a Quote is closed, all linked (and unexpired) eAcceptance documents that have not already been accepted will automatically expire at the time of Quote closure. [24.01.069, US11926865]
7763 25.01 GENERAL DOCUMENT MANAGEMENT FIXED Service Contract form > Documents tab. Quotes checkbox and Orders checkbox may now be set as selected, or not, by default. Select or unselect checkboxes and then right click on each box and select Save "Quotes" (or "Orders") State. All Service Contract document grids will then load with these boxes selected, or not, as saved. [24.01.074, US15886768]
7764 25.01 GENERAL DOCUMENT MANAGEMENT FIXED Project / Quote / Order > Documents tab. Preview, Download, and Email functionalities for linked native Documents has been restored. [24.01.075, US16589792]
7765 25.01 GENERAL DOCUMENT MANAGEMENT FIXED Any form with Documents grid. File preview pane now clears previous preview upon record change / record deletion. [24.01.125, US30025102]
7766 25.01 GENERAL DOCUMENT MANAGEMENT IMPROVED Project > Documents tab. Improved load time. [24.01.147, US38937347]
7767 25.01 GENERAL DOCUMENT MANAGEMENT IMPROVED Added support for previewing HEIC format in Q360. [24.01.179, US46833412]
7768 25.01 GENERAL EMAIL CHANGED Form Menu > Set Reminder. Added free form Message field for additional detail. Message will appear on the associated Calendar event and / or popup message (depending on type selected). Added CAL_REMINDER Email Template which is used for the Calendar Event created by "Set Reminder" function. [24.01.123, US33160743]
7769 25.01 GENERAL EMAIL FEATURE Customer > Emails grid > Added checkboxes to Filters tab, allowing user to control type of emails that appear. Added Email tab to Invoice form - emails linked to the Invoice will appear here. When printing /emailing an Invoice, an Activity linked to the Invoice will be created. This applies to printing from the Invoice form and Invoice Print Q. "Add PDF" checkbox on print modal now has a 'Save Default' right-click option. [24.01.044, UR91450269]
7770 25.01 GENERAL EMAIL FEATURE In V25, all Email grids will display both Sent and Received emails. [24.01.185, US44318552]
7771 25.01 GENERAL EMAIL FIXED Quotes, Service Calls, Orders, Invoices, or any module that uses the Email form. Forwarded emails will now properly include attachments regardless of the WEBMAIL_DELAYEDDELIVERY setting. [24.01.064, US3120281]
7772 25.01 GENERAL EMAIL FIXED Email Template Type "EXTUSER" is now correctly applied when sending emails from an External User record. Additionally, UserIDView added to General Code EMLTMPLTYP ensuring dynamic tokens {{TOKENS}} within the EXTUSER template populate correctly. [24.01.069, US9468718]
7773 25.01 GENERAL EMAIL FIXED Updated how email subjects are generated when emailing from Service Calls, Knowledge Base, Projects, or Tasks to ensure reliability. Now, the full system-generated Tracking Number will always be included in the Email Cubject, even if the item's Title or Problem Description is very long. In such cases, the Title / Description will be shortened to accommodate the complete Tracking Number. This change ensures better email traceability and makes it easier to reference your items. [24.01.086, US21382453]
7774 25.01 GENERAL EMAIL FIXED Updated the htmlToPlain method in MailQueue.php to remove all tags and their content before further processing. This ensures that no CSS content is included in the email plain-text body. [24.01.097, US23370445]
7775 25.01 GENERAL EMAIL FIXED The token {{linktorecord}} will now prioritize linking to Config WEBROOT configvalue2 (the v25 url) before falling back to configvalue1. It is not backwards compatible with v24 style links. [24.01.136, US35598280]
7776 25.01 GENERAL EMAIL IMPROVED Improved email attachment accessibility. [24.01.067, US4407536]
7777 25.01 GENERAL EMAIL IMPROVED Sent Email form > Extended Menu. Added Extended Menu option, "Cancel Send," which allows Users to delete an email record from the queue before it has been successfully sent. [24.01.159, US35453177]
7778 25.01 GENERAL EMAIL IMPROVED Sent Email Form (ResQEmail) > Extended Menu > Retry Send. Extended Menu added with option "Retry Send." Option allows Users to manually re-queue a failed email for sending, subject to permission checks. [24.01.159, US35453171]
7779 25.01 GENERAL EMAIL IMPROVED Reply and Forward functionality added to the Sent Email form. [24.01.161, US35453183]
7780 25.01 GENERAL EMAIL REMOVED Maintenance > Email Account Admin > Extended Menu. Email Password Update and Import Email Q removed. These items have been deprecated. [24.01.109, US20003189]
7781 25.01 GENERAL EMAIL REMOVED Maintenance Menu > Email Account Admin. Form Extended Menu no longer includes "Email Password Update" or "Import Email Q From Q360 Server." These options have been deprecated. [24.01.110, US28872539]
7782 25.01 GENERAL EMAIL REMOVED Previously, after accepting an email from the received email queue, a popup appeared confirming the action. This "success" message no longer appears. [24.01.142, US37508807]
7783 25.01 GENERAL EXPENSES FIXED Projects > Project > Extended Menu > Request Per Diem / Projects > Task > Extended Menu > Request Per Diem. Per Diem Expense claims no longer erroneously appear as general Expenses in the "My Expenses" tab. Instead, these are properly categorized under Per Diem. [24.01.050, UR95542852]
7784 25.01 GENERAL EXPENSES FIXED File > Expenses > My Expenses grid > Branch select drop down menu. Drop down menu will now be populated with the Branch_List procedure. This will populate the menu based on the values in the Branch Table instead of the Branch code type (deprecated). [24.01.051, UR95541846]
7785 25.01 GENERAL EXPENSES FIXED File > Expenses > Review Tab > Grid Extended Menu > Import PCard Expense Items. Currency will now default to User Currency default. [24.01.058, US668531]
7786 25.01 GENERAL EXPENSES FIXED File > Expenses > Review Q > Extended Menu > Post. When posting an Expense Item that is linked to a Purchase Order, the system will now detect if an Expense claim Item has already had a PO Item added to a Purchase Order and prevent it from being added again during subsequent postings. This functionality will ensure that only one line is created on the PO for each Expense claim Item, regardless of how many times the Item has been posted. [24.01.076, US13071212]
7787 25.01 GENERAL EXPENSES FIXED Opportunity form > Extended Menu > Create Expense Item AND Project form > Extended Menu > Create Expense Item AND Time Bill form > Extended Menu > Create Expense Item. Expense Queue now opens correctly with the grid in EDIT mode. [24.01.156, US40775425]
7788 25.01 GENERAL EXPENSES IMPROVED Expense form. Approval Grid AND Review Grid. Added columns "Amount" and "Tax Amount." [24.01.065, US6565137]
7789 25.01 GENERAL EXPENSES IMPROVED Import Expenses process. For EXPENSE Import Type, when CompanyNo, Branch, or Department are not specified on the Import Sheet, the Import function will now automatically retrieve the values from the linked Project, Call, Opportunity or Purchase Order. [24.01.071, US14275681]
7790 25.01 GENERAL FUNNELS IMPROVED View > My Tasks. Funnel Schedule Item logic now matches Task Schedule Item logic. If both a Funnel Oppor Item and a Funnel Oppor Item Schedule fall on the same date, the result will be a single line item that will zoom into the Schedule. If no schedule exists for that user / date, Funnel Oppor Item will zoom into the OpporFunnelItem. [24.01.164, UR78173046]
7791 25.01 GENERAL GANTT CHART FEATURE Gantt Chart has been improved and is now consistent with other grids in Q360. Improvements include filtering and multi-level sorting of grid, group-by via grid, and Customize Grid options. Alternating Row Color preference (User Name Menu > User Preferences) now carries over to Gantt Chart. Multi-Select is now supported in the Gantt Chart via grid or ctrl - shift clicking bars in the Timeline. Additionally, Users may now move along the timeline grid via the scroll bar, or by clicking and dragging the timeline. [24.01.118, US31545227]
7792 25.01 GENERAL GENERAL CODES FEATURE General Code URLWHITELIST has been added and function has been modified to implement a whitelist for external URLs. URLS listed in this General Code will be considered "safe" and bypass the "external website" warning for trusted domains, while maintaining security by displaying a warning for all other external links. Warning modal alerts User "You are about to leave Q360 to an external website." User may click OK in the warning modal and the URL will open in a new browser tab, or NO and the link will not open. [24.01.118, US30613013]
7793 25.01 GENERAL GENERAL CODES IMPROVED General Codes. Added GENCODE (EDIT) permission which allows addition of / editing / deletion of code values. [24.01.171, US45420140]
7794 25.01 GENERAL GLOBAL SEARCH FIXED Global Search now trims any entered white space from the start of the search term and returns results as expected. [24.01.131, US34432855]
7795 25.01 GENERAL GRIDS CHANGED CHART permissions (Create, Edit) added. Required to create, edit charts in Q360. Chart enhancements: graphs now support one to many values per group, gauges support one to many color thresholds, thresholds now support dynamic values. Changes: "Filter Conditions for this Chart" icon removed, bar background color now has a pattern color that ties it back to the series (in instance where you have multi series key and multiple value keys). [24.01.108, US13885334]
7796 25.01 GENERAL GRIDS FEATURE Added User Preference options for grids: Alternate Row Colors (grid rows display in alternating colors for increased readability - default OFF), Vertical Lines (grid columns separated by vertical lines - default OFF). Both options may be toggled using checkboxes. Path: User Name > User Preferences > Grids tab > select checkboxes as desired. [24.01.110, US30213007]
7797 25.01 GENERAL GRIDS FEATURE User Preference added: Drag to Select Rows. User Name > User Preferences > Drag to Select Rows Checkbox. When ON, click + dragging in grids will select (highlight) the rows. Note: some grids do not allow multi-row selection. In such cases, only the top row in the highlighting is selected. Previously, this was not a User Preference - it was automatically applied at all times. [24.01.112, US30830840]
7798 25.01 GENERAL GRIDS FEATURE Customize Grid feature enhanced. Right click (most grids) > Customize Grid. Typing into some fields now produces an auto-complete drop down menu with token options. Begin typing curly brackets "{{" and a drop down menu will display available tokens. Note: Due to the nature of how grid data is loaded from procedures, there may be tokens that can be used that will not be displayed in the drop down i.e. Columns output from a procedure that do not display in the grid. These may be seen if you ensure that the grid has fully loaded data prior to using Customize Grid feature. In order to use a column as a token, it must be included in the "View Columns" tab of Customize Grid modal. The type can be set to "hidden" if you do not want it to display in the grid. When you submit the column attributes modal, any columns that have not been included in the "View Columns" grid that you used as tokens will automatically be included with Type set to "hidden." [24.01.139, US35452643]
7799 25.01 GENERAL GRIDS FEATURE Drag and drop row function. "=" icon may now be used to drag and drop rows within some grids. In a tree grid with nested groupings, Users may now click on the "=" sign on a row and drag the Line Item between two rows to place the Item there. This action will display a tooltip stating "Move Row Here." Users may drag the row into another Group which will display a tooltip "Nest Row Here." Users may move a row below a Group row which will display a tooltip stating "Move Row Below This Group." Note that this last action will not nest this row into the Group above it. [24.01.164, US43280513]
7800 25.01 GENERAL GRIDS FEATURE Added User Preference options for Grid Row Sizing. User may select Normal or Compact. [24.01.171, US45538024]
7801 25.01 GENERAL GRIDS FEATURE Added ability to customize the list view template for grids and ability to define a list view for grids that do not have one in the core product. The List View tab displays an HTML template, a live preview of the list view as you type, an info button and save button. [24.01.186, US37685590]
7802 25.01 GENERAL GRIDS FIXED Grid Documents > Document Preview option now functions as expected when filter set is utilized. [24.01.067, US8516628]
7803 25.01 GENERAL GRIDS FIXED Document / Images grids. Document and Image previews now load as expected without causing the system to lag. [24.01.099, US11748917]
7804 25.01 GENERAL GRIDS IMPROVED Added ability to include trendlines on bar graph (excluding horizontal bar graph) and line chart types. Trendline "linear" is currently the only supported type. This function is particularly useful on charts where "Group By" is a date column. [24.01.108, UQ98703187]
7805 25.01 GENERAL GRIDS IMPROVED Numeric and Money type columns in a grid will now use monospaced font for better alignment. [24.01.136, US35452733]
7806 25.01 GENERAL GRIDS IMPROVED Grid Component > List View > Filtering has been enhanced. Added drop down menu allowing User to select which column to filter by. Defaults to "All" for searching all displayed fields at once. Filter input field will show a placeholder indicating user should type to filter the grid. This is not shown if User selects a column to filter that has a dropdown or date filter, because those components do not have placeholders. [24.01.138, US35452649]
7807 25.01 GENERAL GRIDS IMPROVED Added "Refresh On Load" flag to LDR definition. When selected, the report will always auto-run when it initially opens. Reports with no filters or opened with URL parameters will still auto-run as before. Previously, Customize Grid was displaying on LDRs even when the "Allow Customize Grid" checkbox was not unchecked. Now, if the "Allow Customize Grid" checkbox is displayed on the "Design SQL" tab, and it is unchecked, the Customize Grid menu item will not display on the report. Note: when toggling the flag and saving a report, it may be necessary to use "User Menu > Clear Cache" for the change to take effect. [24.01.187, US48081989]
7808 25.01 GENERAL GRIDS REMOVED Maintenance Main Menu > Grid Widget Definition form is deprecated in v25. [24.01.165, US43448532]
7809 25.01 GENERAL IMPORT MAP BUILDER CHANGED Import Map Builder form. The "Save Proc" field is deprecated in v25. The "Sheet" can now specify the name of a sheet or the number of the sheet, previously it only allowed the number. Downloading the import template will now correctly set the name of the sheet, and add empty sheets if you set the map sheet to a number greater than 1. User may now download the Import Template directly from any import modal. User may now manually define columns without uploading a file by clicking the grid ADD icon which will insert a new column for mapping. User may now manually edit the header row in the grid without uploading a new file. Grid now displays a more accurate preview of the template when the header row is greater than 1 - it will insert the empty rows above the header row, and will also display a row for where the data is added. Various Extended Menu items on forms such as Quote "Create Import Map" are deprecated. The Import Map Builder form may be used directly instead as this feature is not frequently required. Note: Column re-arranging and grid context menu are disabled on the column mapping grid. [24.01.143, US35452232]
7810 25.01 GENERAL IMPORT/UPDATE CHANGED Import Map modal. Quote and Order Line Item import function moved to the Line Items grid "ADD" menu accessible via the ADD icon. Additionally, the import process is now done with form in EDIT mode - allows importing multiple sheets in succession before saving. [24.01.098, US20631001]
7811 25.01 GENERAL LOGIN FIXED Maintenance > User Maintenance - license count validation. License count validation now functions correctly in all instances and ignores Active flag. Validation is dependent upon Login flag (Login flag consumes a license toward license count). Note: changing User Type does not change license count if Login flag is checked. [24.01.065, US6717670]
7812 25.01 GENERAL LOGIN FIXED Password maximum length now consistent across system and set to 200 characters. [24.01.161, US35599414]
7813 25.01 GENERAL MICROSOFT FIXED Microsoft Calendar Integration. As a result of Microsoft tightening their validation of the OAuth token header formatting, Q360 has added a space to our code to conform to the OAuth standard / comply with the change. May be applied as a hotfix as necessary. [24.01.082, US20198308]
7814 25.01 GENERAL MOBILE FEATURE Mobile Quick Launch. This may be viewed via View Main Menu > Mobile Quick Launch. Mobile Quick Launch options may be defined via the Bookmarks grid (View Main Menu > Bookmarks). Add a new Quick Launch item using the ADD icon, or update an existing Quick Launch item using the EDIT icon and making changes directly in the grid. Checkboxes in the Mobile Launch Column may be used to set items as Mobile Launch options. To set / change a Mobile Launch option icon, double click in the Mobile Launch Icon column and select icon from the options available. Note: if fewer than four Mobile Launch options are not defined, default options will be added depending upon User permissions. [24.01.161, US35452429]
7815 25.01 GENERAL MOBILE FEATURE Icon Picker added. Users will interact with this feature when selecting an icon for a Mobile Quick Launch item. The Icon Picker presents a list of all supported icons for v25. You can search the icons using the provided filter, and it will display icons with a matching name, category, or key words (as defined by Google). [24.01.161, US42459733]
7816 25.01 GENERAL MOBILE FIXED On mobile devices, tab captions now appear as expected. [24.01.179, US46830147]
7817 25.01 GENERAL MOBILE IMPROVED Mobile View Task Bar. When using a mobile device, Users will see Quick Launch Items (from desktop version) displayed on the bottom of the mobile device screen. These items are configured via View Main Menu > Bookmarks. Select the "Mobile Launch" checkbox for one or more items and select a Mobile Launch icon. [24.01.163, US43107521]
7818 25.01 GENERAL MOBILE TECH FIXED Implemented functionality in the Mobile Tech platform to default the Wage Type on Time Bills to the system 'DEFAULTWAGETYPE' configuration item when the associated Call or Task does not have a Wage Type set. This aligns the Mobile Tech platform's behavior with that of the main platform. [24.01.046, UR93415620]
7819 25.01 GENERAL MOBILE TECH IMPROVED Mobile Tech App > Project Task Event or Dispatch Event. Type values in drop down list may now contain up to 20 characters (previously truncated at 10 characters). [24.01.070, US8623124]
7820 25.01 GENERAL NAVIGATION IMPROVED Added "Add Section" option to Bookmark modal. [24.01.179, US46461697]
7821 25.01 GENERAL NOTIFICATION IMPROVED Notifications. Clear All button now remains on screen regardless of list length. [24.01.183, US47423161]
7822 25.01 GENERAL PHP CHANGED PHP 8.4 is conditionally available for v25 use. See advisory. [24.01.162, US42938611]
7823 25.01 GENERAL PHP FIXED {website_root}/diagnostics. "Check Valid Security Peppers" now properly checks that the smtp_pepper and document_pepper values are set in settings.ini.php. If either of the values are not set, the check will throw a fatal error as they are both mandatory arguments that get injected in their respective classes and there is no case where you may leave them unset. There is no validation against the values themselves, process only checks that the values are set. Important: Changing these values can permanently break every document in the system if the value used to encrypt the documents initially is lost. [24.01.139, US36005381]
7824 25.01 GENERAL PRINT OPTIONS CHANGED Integrations > SSRS > Print Modal. Deprecated Word - Doc Format. Report Parameters have been renamed Report Options. The Report Options may now be saved / toggled via a filter toggle. "Save as PDF" flag has been renamed "Save as Document." When this is checked, the "Save To" dropdown menu will display. If the modal was supplied a Customer No. value, then a Customer option will be added. If the modal was supplied a Link No. value, then a "Record" option will be added. If the modal has both options then a third Record & Customer option will be added. Note: Printing a Quote should supply both a Customer No. from Quote and Link No. (Contract No. from Quote). When selecting Email or eAccept as the Print Destination, system will now display an Email To grid instead of a select list. The Email To grid is multi-select and preloads based on the Customer No.. The Email To grid has a checkbox to allow including Internal Contacts and their Emails. [24.01.108, US22671303]
7825 25.01 GENERAL PRINT OPTIONS FEATURE Added Print button to HTML Editor. Allows printing the current contents of the HTML Editor. User can select print destination "Save as PDF" and they can optionally remove "Headers and Footers" in the browser print dialog. [24.01.184, US47532845]
7826 25.01 GENERAL PRINT OPTIONS FIXED Print Quote action now functions as expected without error with or without attached footnote. Previously, this action sometimes produced an error when attempting to print a Quote with a footnote. [24.01.054, UR97161036]
7827 25.01 GENERAL PRINT OPTIONS FIXED Sales > Orders > Print Menu, other Print Menu locations. Total Shipped and Shipped This Order quantities now calculating and displaying correctly. [24.01.064, US5700109]
7828 25.01 GENERAL PRINT OPTIONS FIXED When printing Standard Proposal with Sections and Proposal Summary section hidden, Total One Time Charges Amount will now still display as expected. [24.01.074, US15298589]
7829 25.01 GENERAL PROGRAM EFFICIENCY FEATURE Token autocompletion feature implemented at the framework level for Inputs and HTML Editors - currently may be used in Email Templates, Error Message Manager, and Form Designer. When the User begins typing a token in a template, a drop down menu will appear with valid tokens. User may click or use up / down / enter keys to select one and it will be inserted into the template. Note: to begin typing a token, type 2 open brace characters: "{{" [24.01.122, US10618618]
7830 25.01 GENERAL PROGRAM EFFICIENCY FIXED Q360API User Types now check permissions throughout the system as expected. [24.01.058, UR99068575]
7831 25.01 GENERAL PROGRAM EFFICIENCY FIXED All forms that use the Advanced Search modal i.e. Customer, Contact, etc.. Error no longer occurs when attempting to delete a newly added (unsaved) search in the Advanced Search window. [24.01.069, US10463679]
7832 25.01 GENERAL PROGRAM EFFICIENCY FIXED Internal form navigation no longer fails when a Master No or URL parameter contains a special character. Additionally, on grids that contain external URLs, link functions properly and a confirmation message will display informing User that they are being directed to an External website. [24.01.099, US15437632]
7833 25.01 GENERAL PROGRAM EFFICIENCY FIXED Forms featuring the Summary tab now function as expected and correctly display all text within the bounds of the display area without overlapping other window features. Scroll function now properly moves through longer text. [24.01.111, US30402755]
7834 25.01 GENERAL PROGRAM EFFICIENCY FIXED Fixed modal spacing. If a modal being opened has a height larger than the vertical space available on the screen, it will anchor to the top of the screen instead of outside its bounds, allowing it to still be accessed. Additionally, a Modal can no longer be dragged outside the upper limits of its screen. [24.01.130, US34303134]
7835 25.01 GENERAL PROGRAM EFFICIENCY FIXED Sale Type and Call Type values, regardless of length, are no longer truncated or incorrectly handled across the system. [24.01.161, US42121009]
7836 25.01 GENERAL PROGRAM EFFICIENCY IMPROVED Record Lock Error Messages now appear correctly. If you attempt to put a form in EDIT mode that is already in EDIT mode by another User, system will display message "LOCKED BY [USERID] ON [Date]." If you have two instances of a form open and attempt to place both in EDIT mode, the second instance will display message "This Item ({{PrimKeyName}}/{{PrimKeyNo}}) appears to already be locked by you. Please check to see if you already have it open in edit mode. Clicking Save or Undo on any of the open forms will release your lock on all of the open identical forms." If you have a form open and another User opens it, places it in EDIT mode and makes changes, you will receive message "Another user has changed this record while you had it open. The page will refresh." [24.01.098, US24395935]
7837 25.01 GENERAL PROGRAM EFFICIENCY IMPROVED Icons on the Action Bar of narrow charts will now wrap to the next line. [24.01.164, US43280973]
7838 25.01 GENERAL PROGRAM EFFICIENCY IMPROVED Delete capability added to record logic. [24.01.184, US47533302]
7839 25.01 GENERAL PROJECT EVENTS FIXED Event Queue now labeled Event Q to be consistent with other Qs naming convention. [24.01.167, US44144721]
7840 25.01 GENERAL QUICK SEARCH CHANGED Main Search input and Search panel now work in conjunction with each other. The drop down from the Nav input is removed. Alt+g hotkey now focuses the Search input in the Nav bar again. On mobile devices that have a keyboard, alt+g will toggle the Search panel. When using the Search input in the Navigation Bar, nothing happens until Enter key is pressed. When Enter key is pressed: If no results are found, a modal stating "No Results" is shown. If there is exactly one result, that record is immediately loaded. If there is more than one result, all results are loaded into the Search panel grid, the panel input fills with the Nav input value, and the panel is opened if it is not already. In all scenarios, the Search field is cleared. All functionality of the Global Search panel remains the same and can be used exclusively from the Nav bar Search input. On a mobile device, the Nav bar Search input is excluded in favor of using the Global Search panel. On mobile devices, the panels are forced to full-width. [24.01.120, US32235220]
7841 25.01 GENERAL QUICK SEARCH FIXED Inactive sites no longer erroneously appear in Quick Search results. [24.01.069, US1948618]
7842 25.01 GENERAL QUOTES FIXED Maintenance > Admin > Record Copy Configuration > Quick Lists tab AND Quote > Line Items > Quick List > ADD button > Quick List Options modal. Quick List modal will now respect the Record Copy configurations if either Copy Cost or Default From are set to 'Always From,' in which case, the corresponding field on the Quick List Options modal will now be disabled (ReadOnly).   [24.01.045, UR93422942]
7843 25.01 GENERAL RESOURCE CONSOLE FIXED Resource Console > Task Item (Tooltip hover). Updated table relation in Tooltip function. The Responsible field on a Task will now properly carry over to the Resource Console hover action. [24.01.040, UR91381899]
7844 25.01 GENERAL RESOURCE CONSOLE FIXED When running a time bill with no End Time and no time billed, Resource Console will return server timezone to the RC item. Note: this change does not impact the actual time bill, only the displayed time bill item. [24.01.040, UR88213672]
7845 25.01 GENERAL RESOURCE CONSOLE FIXED Resource Console and HR Calendar now properly display the correct Month name based on the month displayed. [24.01.131, US8621142]
7846 25.01 GENERAL RESOURCE CONSOLE FIXED Service > Resource Console > Timeline Mode. "Hide Off Hours" option in Console Settings now functions as expected. [24.01.131, US7878351]
7847 25.01 GENERAL RESOURCE CONSOLE FIXED Employee Schedule on Resource Console now displays as expected with selected day(s) highlighted. [24.01.178, US46721733]
7848 25.01 GENERAL RESOURCE CONSOLE IMPROVED Resource Console > Date Display Format. For views that show one day at a time, the date format will now include the day name. This affects "Day", "Resource" and "Timeline" views. Note: timeline must be zoomed in to a single day [24.01.171, US45417447]
7849 25.01 GENERAL RESQDAILY FIXED ResQDaily Nightly Routine. DPO and Cash In / Cash Out values will no longer disappear when more than one Company is being run. [24.01.075, US17349633]
7850 25.01 GENERAL SITE FIXED Site form > Branch drop down menu. Inactive Branches will no longer be available for selection. [24.01.058, UR97700995]
7851 25.01 GENERAL SITE FIXED When Access Info is added to a Site, that information is now only visible on the specific Site that the Access Info was added to. Previously, this information was being added to other Sites with a similar Site Number. [24.01.099, US22987578]
7852 25.01 GENERAL SITE FIXED Site form > Details tab > Location sub tab > Latitude field > Get Site Coordinates button now functions as expected. Button is enabled in read mode and functions in conjunction with Google Geocode API. [24.01.164, US35452280]
7853 25.01 GENERAL TASK LIST CHANGED View Menu > My tasks. If a Project Schedule Description is greater than 200 characters, it will be truncated intentionally to 200 to prevent SQL error. [24.01.122, US31886806]
7854 25.01 GENERAL TASK LIST FIXED Funnel Opportunity Item Task now properly returns the Assignee from the Funnel Opportunity Item. [24.01.103, US25879459]
7855 25.01 GENERAL TASK LIST FIXED Funnel Opportunity Items scheduled via the Resource Console now appear on the My Tasks list as expected. This now aligns with the Global Schedule. [24.01.106, US25903067]
7856 25.01 GENERAL TAX IMPROVED UK VAT Report now includes the Extended Menu option to Submit VAT. [24.01.123, US28698989]
7857 25.01 GENERAL TIME ZONES CHANGED "User Menu > Change Timezone" is now in the User Menu > User Preferences modal on the "General" tab. [24.01.136, US35452405]
7858 25.01 GENERAL TIME ZONES IMPROVED User Preferences > Grids > Show Time Zone Select checkbox added. When checked, a Time Zone drop down menu will appear on grids. [24.01.146, US38744454]
7859 25.01 GENERAL USER MAINTENANCE FIXED Maintenance > User form. Phone credentials may now be edited when form is in ADD mode. [24.01.065, US6871536]
7860 25.01 GENERAL USER MAINTENANCE IMPROVED New User creation password requirements improved. Previously, if a User attempted to create a password that did not meet the requirements, the module closed and User had to reopen module to attempt password creation again. Now, if User attempts to save a password that does not meet requirements, system will notify User and remain open for User to attempt again. [24.01.169, US44501530]
7861 25.01 GENERAL USER MAINTENANCE REMOVED Maintenance > User (Type: External) > Permissions tab. Users with the WEBUSER (Edit) permission may now edit External User profiles. USERMAINT permission is no longer required. [24.01.051, UR95449053]
7862 25.01 GENERAL USER PREFERENCES CHANGED When in Tab Mode, newly opened tabs are now inserted directly to the right of the currently active tab instead of at the end of the tab row. [24.01.137, US35452931]
7863 25.01 GENERAL USER PREFERENCES IMPROVED "Contrast" User Preference added. Users may select this option in order to increase the contrast between captions / icons / options (enabled / disabled) / background in lighter themes for greater readability. [24.01.187, US45538077]
7864 25.01 HR BACKGROUND JOBS IMPROVED Background Job > Auto Generate PTO Time Bills. Admin PTO Task Time Bill category must now only match a corresponding Labor Rate Category. The generated time bill(s) will now inherit the Labor Rate or Time Bill Subcategory if present. Previously, this background job required that each Admin task Time Bill Category and Time Bill Subcategory mapped exactly to a corresponding Labor Rate Category and Labor Rate Subcategory. This change has eliminated the need to create multiple Admin PTO tasks. [24.01.055, UR98144237]
7865 25.01 HR EMPLOYEE FIXED HR > Employee > Schedule > Schedule Grid > Add Button. Creating a PTO request from the Employee form now passes a Status Code and saves as expected. [24.01.083, US19545130]
7866 25.01 HR EMPLOYEE FIXED When deleting a Contact, the Employee Record is now updated and the ContactNo is set to blank. This allows the deletion of the Employee Record after the deletion of the Contact Record. [24.01.099, US23533886]
7867 25.01 HR EMPLOYEE IMPROVED Live Data > Live Data Reports > Employee Utilization By Labor Type. Report now shows proper hours available for each Employee if they have a Start Date after the input Start Date. [24.01.058, UR98731344]
7868 25.01 HR EXPENSES IMPROVED Added APPROVEDDATE field (date and time) to EXPENSECLAIMITEM table. Field will auto fill when Expense is approved. Field will revert to blank if Expense is unapproved. [24.01.108, UR70751706]
7869 25.01 HR IMPORT/UPDATE CHANGED HR > Admin > Timesheet Import will now support multiple USERID imports. Standard Map adjusted accordingly and must be re-downloaded. [24.01.089, US1956027]
7870 25.01 HR LIVE DATA REPORTS CHANGED PTO-related Time Bills are now excluded from Employee Utilization by Labor Type Report. [24.01.057, UR98739006]
7871 25.01 HR TIME BILL CHANGED Timebill > Details > Wage Rate (Prevailing Wage Type - variable rate type). Added validation to Time Bill Save procedure to check for PWJOBCOST config. When this config is ON, Wage Type field will be read-only. When OFF, User can set value in field and save form as normal. [24.01.052, UR95637692]
7872 25.01 HR TIME BILL CHANGED Customer > Time bill tab > Time bill grid filters. For Company No. selection, "ANY" is no longer an option. This option has been replaced with "ALL." [24.01.054, UR96908292]
7873 25.01 HR TIME BILL FIXED Projects > Post Time Bill Records. User ID and Date order now sequencing properly. [24.01.066, US7703726]
7874 25.01 HR TIME BILL FIXED My Task List > Start Time Bill. Starting a new Time Bill will now stop the currently running Time Bill as expected. Additionally, mandatory Category and / or Subcategory field will open a modal to complete these fields. If mandatory fields are blank when stopping a Time Bill from the Time Bill form, a warning message will appear. [24.01.070, US12643450]
7875 25.01 HR TIME BILL FIXED In error messaging, "Timebill" is now spelled "Time Bill" to be consistent with other uses within Q360. [24.01.071, US13068127]
7876 25.01 HR TIME BILL FIXED Column Header "Block Time bill Posting" corrected to "Block Time Bill Posting." [24.01.140, US36499131]
7877 25.01 HR TIME BILL FIXED Time Billing Detail Quick View now has no editable columns. [24.01.160, US42292330]
7878 25.01 HR TIME BILL IMPROVED Starting or stopping a Time Bill produces a pop up window asking the User to confirm their action - this message now includes the Task Description. [24.01.171, US45533994]
7879 25.01 HR TIME REQUEST FIXED File > HR Time Request. Changed editability of the form to only allow changes to be made to Time Requests that are not in "APPROVED" status. Once "APPROVED," requests may only be edited by Users with HRADMIN (EDIT) permission. [24.01.110, US24101011]
7880 25.01 HR TIME REQUEST FIXED File Main Menu > HR Time Request Form > Schedule Grid. Schedule grid is no longer editable. [24.01.142, US37510513]
7881 25.01 HR TIME REQUEST IMPROVED Maintenance > Background Job Administration > Auto Generate PTO Time Bills. Background Job now factors in Employee Non-Available hours. New config option added (AUTOPTOSPLIT). Default = OFF. When set to ON, system will process PTO requests and generate multiple time bills if the requested gross time off is greater than the employee's (default End Time - default Start Time - Non-available Hours). [24.01.043, UR91544167]
7882 25.01 INVENTORY CHANGED Inventory > Tech Returns. Return Selected button removed from Return Inventory form and replaced with the Process icon. [24.01.167, US43107841]
7883 25.01 INVENTORY FIXED Front-end Users will now see the "Re-print Packing Slip" drop down menu populate almost instantly instead of timing out or lagging. This means less waiting and no more empty or frozen drop down menus — Users can immediately select "All" or specific packing slips and proceed without interruption. [24.01.060, US2119134]
7884 25.01 INVENTORY ASSETS FIXED Inventory > Asset > Extended Menu > Transfer Asset to Another Branch. Unit Cost will now update correctly on the Trans tab when FX (Foreign Exchange) is involved. [24.01.076, US12448671]
7885 25.01 INVENTORY CALLS FIXED Call > Work Order / Invoice > Line Items. TECH Status Items are now properly released to Customer if Tech has sufficient ONHAND Quantity. Company Number is now properly retrieved and used to validate TECH inventory for the purpose of determining ONHAND Quantity. [24.01.069, US11752698]
7886 25.01 INVENTORY KITS IMPROVED Inventory > Master > Kit Details (for a K type Master). Price A, B, C, D columns and Standard Cost column added to Kit Detail grid. Kit Detail grid will now display Kit Price and Cost details if defined for the Item AND "Use Mstr Price and Cost" flag is not checked. If "Use Mastr Price and Cost flag is checked, Price and Cost will pull from the Master. [24.01.070, US12445233]
7887 25.01 INVENTORY MASTERS CHANGED Changed Config AUTOMASTERVENDOR: When this config is ON, "Clear Selected Vendor" option (Inventory > Purchasing Queue > Extended Menu) will ignore records where Vendor No. is BLANK. [24.01.119, UR70752244]
7888 25.01 INVENTORY MASTERS CHANGED Master > Extended Menu > Transfer Branch to Branch option. User will now only be able to make transfers within the same Company. [24.01.147, US38744476]
7889 25.01 INVENTORY MASTERS FIXED Service > Helpdesk > Extended Menu > Tech Inventory. In a multi-Company scenario, the Tech Inventory screen will now only display inventory where the Company matches the Order / Call. This will prevent a mismatch of Onhand Quantity and prevent incorrect Master Valuation. [24.01.041, UR92068946]
7890 25.01 INVENTORY MASTERS FIXED Inventory > Find Product AND Sales > Quote > Line Items tab. Master Profile records in the "Find Product"  form will now be uniquely identified to ensure they display correctly and prevent selection issues. [24.01.072, US14276230]
7891 25.01 INVENTORY MASTERS FIXED Master Profile Import will now validate AgreementID (in addition to MasterNo, ProfileName, and ProfileNo) to prevent unintended profile updates. Profiles with different AgreementID values are now treated as distinct, and either updated correctly or inserted as new records as appropriate. [24.01.079, US18278364]
7892 25.01 INVENTORY MASTERS FIXED Inventory > Master > Master By Branch Grid Tech Filter. Tech filter checkbox no longer requires the form to be in EDIT mode and state may now be saved using right-click option. [24.01.129, US34162985]
7893 25.01 INVENTORY MASTERS FIXED Inventory > Master > Inventory Levels. Inventory levels of quantity zero now properly display as "0." [24.01.139, US36313730]
7894 25.01 INVENTORY MASTERS FIXED When creating a new Master, all Inventory levels now default to 0 (zero) as expected. [24.01.176, US46188339]
7895 25.01 INVENTORY MASTERS IMPROVED Parts Entry form is now a modal. [24.01.141, US36696900]
7896 25.01 INVENTORY MASTERS IMPROVED When adding child invoice to the Master Invoice, the modal that appears will now only display child Invoices that: Have the same Year-Month as the Master Invoice, are not already linked to Master Invoice, have same CompanyNo as Master Invoice, AND have same currency as Master Invoice. Check will be performed when saving Master Invoice. If conditions are not met, User will be presented with an error message. [24.01.164, US37687039]
7897 25.01 INVENTORY MASTERS REMOVED MASTERACCT (view) no longer required to view Master on Toolbar Menu.  Only MASTER (view) is now required. [24.01.167, US44136447]
7898 25.01 INVENTORY ORDERS FIXED Sales > Quotes > Line Items tab > Apply Quick List. When copying Line Items from one Quote to another, or adding entire Quick Lists to a Quote's Line Items, the Invoice Group will carry over from the Quick List as expected. [24.01.071, US13391693]
7899 25.01 INVENTORY ORDERS FIXED Tech Inventory will now properly honor Service Rates (discounts) as configured. [24.01.099, US22504335]
7900 25.01 INVENTORY PHYSICAL INVENTORY FIXED Inventory > Return to Vendor process now checks for Company / Branch (with Item in Inventory). Purchase Order will not be created for Company / Branch without Asset available. [24.01.069, US10161164]
7901 25.01 INVENTORY PHYSICAL INVENTORY FIXED Warehouse Workflow > Internally Shipped Items > Extended Menu. Menu items are now properly labeled and direct to the appropriate system locations. [24.01.164, US42939184]
7902 25.01 INVENTORY PICK ORDER FIXED Fixed minor issue that was causing the Ship Contact name to not pull to the Packing Slip. This field now transfers properly to the Packing Slip. [24.01.057, UR98887198]
7903 25.01 INVENTORY PICK ORDER FIXED Row colors on Parts Pick Queue now accurately reflect availability of parts and row colors are displayed in priority order LTGREEN, LTYELLOW, LTRED. See Help Center document "Parts Pick Queue Color Management" for full explanation of row colors. [24.01.071, US4810876]
7904 25.01 INVENTORY PICK ORDER FIXED Inventory > Work Queues > Parts Pick Q. Default preferences may now be saved in Parts Pick Q Filter module. [24.01.076, US15722651]
7905 25.01 INVENTORY PICK ORDER FIXED Inventory > Parts Pick Q (Orders). Picking Line Items no longer causes system to lag. [24.01.139, US36314993]
7906 25.01 INVENTORY PICK ORDER FIXED Inventory Main Menu > Work Queues > Parts Pick Q. Item Type options now valid up to 10 characters. [24.01.168, US43622464]
7907 25.01 INVENTORY PRINT OPTIONS FIXED Print Packing Slip now functions as expected with correct 'shipped' and 'back ordered' amounts listed. Columns have been rearranged and now display from left to right as PART NUMBER, PART DESCRIPTION, ORDERED, SHIPPED THIS ORDER, BACKORDERED, TOTAL SHIPPED. [24.01.111, US30609537]
7908 25.01 INVENTORY PRINT OPTIONS IMPROVED Improved Pick List Print performance. List will now print faster and with no impact on appearance. [24.01.062, US3317741]
7909 25.01 INVENTORY PURCHASE ORDERS CHANGED Inventory > Purchase Orders > Line Item Tab > Grid Extended Menu > Un-Receive This Line. If an Asset has been received and then transferred to another Branch whereupon Asset Branch and PO Branch no longer match, system will produce an error and Un-Receive action will fail. This check is intended to prevent Quantity on Hand syncing issues. [24.01.069, US10619898]
7910 25.01 INVENTORY PURCHASE ORDERS CHANGED Purchasing Queue. Q360 will no longer support non-numeric values in numeric grid columns. Additionally, in order to maintain right-aligned values, the BrQty, BrAvl,Total, Alloc., and O/O columns will be hidden when Purchasing Queue is displaying data for a specific Order. [24.01.144, US37687844]
7911 25.01 INVENTORY PURCHASE ORDERS CHANGED Voucher > invoice > caption "End Date" has been changed to "Due Date." [24.01.145, US38382111]
7912 25.01 INVENTORY PURCHASE ORDERS FEATURE Purchase Order > Line Items grid > MasterNo column. MasterNo will now be a hyperlink and upon click will open a new tab for that Master profile. [24.01.146, US38744430]
7913 25.01 INVENTORY PURCHASE ORDERS FIXED PO > Line Items > Purchase As. This action now functions as expected and returns a SaleAssetAcct value. [24.01.045, UR93545460]
7914 25.01 INVENTORY PURCHASE ORDERS FIXED POSYNCETADATESDEFAULT config added. When Y, Line Item Sync ETA Flag checkbox will be checked by default. When N, Line Item Sync ETA Flag checkbox will be unchecked by default. Additionally, when expected delivery date is entered on Purchase Order header, Line Item ETAs update as expected when Line Item Sync ETA Flag checkbox is checked. [24.01.059, US171217]
7915 25.01 INVENTORY PURCHASE ORDERS FIXED Recurring Dispatch form. Default PO No. field name changed to "PO #." Note: Customers who have already applied this change as a hotfix will need to make sure their existing data in Default PO No. field copied over correctly to PO # field after applying this change. [24.01.067, US8872905]
7916 25.01 INVENTORY PURCHASE ORDERS FIXED Purchase Orders (POs) in DATAENTRY Status may now be canceled if necessary. Note that this will not remove previous journal entries associated with the PO. Additionally, in the instance where a PO has been received and later reverted to DATAENTRY Status, the PO Extended Menu option "Remove Unprocessed Items" will now properly skip line items that have previously been in Received Status. These items will be identified as part of this action. [24.01.068, US7874109]
7917 25.01 INVENTORY PURCHASE ORDERS FIXED Freight (F Type) items may now be added to a Drop Ship Purchase Order. [24.01.068, US9592403]
7918 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Purchase Orders > Line Item grid Extended Menu > Change Cost on Selected Line Item(s). This action will now only update Line Items in DATAENTRY Status. [24.01.069, US11576207]
7919 25.01 INVENTORY PURCHASE ORDERS FIXED Order > Line Items. When a Drop Ship PO is created and later returned to DATAENTRY Status, system will prevent User from unchecking the Drop Ship flag on any line item. Previously this action was allowed, resulting in a mix of Drop Ship and Non-Drop Ship Items on the same PO. [24.01.070, US10160438]
7920 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Work Queues > PO Receive Q > PO Receive Form. Over-receiving an Item will now prompt system to update Subtotal to match Line Items Total. [24.01.071, US13770214]
7921 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Purchase Orders > Line Items > Grid Extended Menu > Unlink Selected Item(s) From Order Items. Order No. will be removed from the Purchase Order Header and from the Purchase Order Item, and the PO Item No. will be removed from the Order Item. This ensures that any link between the Purchase Order the Order is completely severed. Note: the Purchase Order Item(s) remain in "received" Status and the Order Items will remain in DATAENTRY status. [24.01.073, US14713849]
7922 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Work Queues > PO Receive Q > PO Receive form. S Type Items now allow up to four decimal places eliminating the possibility of over-receiving these items. Q and A Type Items are still set to zero decimal places. [24.01.080, US14285143]
7923 25.01 INVENTORY PURCHASE ORDERS FIXED Functionality added to treat Drop Ship flag as 'N' if it is NULL or blank on the back end. This will prevent erroneous messaging "The existing PO has different ship settings than the item(s) you are trying to add. Mixing is not allowed." Users will now properly receive this message only when attempting to add a Drop Ship Item to a non-Drop Ship Purchase Order. [24.01.084, US20752071]
7924 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Purchase Orders > Line Item grid > Extended Menu > "UnLink Selected Item(s) from Order Items" AND Inventory > Purchase Orders > Line Item grid > Extended Menu > "Link Selected Item to Order Item." If the selected Order Item Master and Purchase Item Master do not match, system will now produce an error. Additionally, both Link and Unlink options will produce a History Record of the action. [24.01.099, US23459388]
7925 25.01 INVENTORY PURCHASE ORDERS FIXED Inventory > Admin > Unit Translation AND Inventory > Master AND Sales > Customers > Customer > PO's. Average Cost will now update correctly when using Receive Unit Translation with REORDERBYBRANCH config set to OFF. Previously, the Average Cost remained at 0 or the prior value when receiving inventory through unit translation into a Master with no existing MasterByBranch records. [24.01.136, US35596020]
7926 25.01 INVENTORY PURCHASE ORDERS FIXED When generating a Purchase Order that has no Sales Rep listed, PO will no longer populate this field with a random Sales Rep name. [24.01.159, US42128764]
7927 25.01 INVENTORY PURCHASE ORDERS IMPROVED Inventory > Purchasing Q > Add to Existing PO AND Sales > Orders > Create PO For This Order > Purchasing Q > Add to Existing PO. Validation added to confirm the target PO Drop Ship flag matches - if not, error message is produced "The existing PO has different ship settings than the item(s) you are trying to add. Mixing is not allowed." Validation added to confirm target Ship Site matches - if not, error message is produced "the ship site of the items on the PO does not match the ship site of item being added." [24.01.045, UR92069206]
7928 25.01 INVENTORY PURCHASE ORDERS IMPROVED Inventory > Work Queues > PO Receive Q > Receive Purchase Order > Over Receive Items. Added PO Qty to the grid. [24.01.055, UR98148799]
7929 25.01 INVENTORY PURCHASE ORDERS IMPROVED Inventory > Purchase Order > Line Items tab > Grid Extended Menu > Link Selected Item to Order Item. The selection modal that appears on this action will now only contain Order Items in DATAENTRY Status and that are NOT already linked to a Purchase Order Item. [24.01.073, US15575818]
7930 25.01 INVENTORY PURCHASE ORDERS IMPROVED Inventory > Work Queues > PO Receive Q > Received Date field. Improved to allow User to add Time as well as Date. Default will include both Time and Date. [24.01.074, US16300756]
7931 25.01 INVENTORY PURCHASE ORDERS IMPROVED Purchase Order > Line Items > Extended Menu > Change This Line. Q360 will now update the Part No field on the Line Items grid to reflect the Part Number corresponding to the newly entered Master Number as expected. [24.01.079, US18447188]
7932 25.01 INVENTORY PURCHASE ORDERS IMPROVED Inventory > Purchase Orders > Service Contract Selection Modal has been updated. Modal now allows User to choose a Service Contract either by typing into an input field with autocomplete suggestions or by selecting from a searchable grid of all Service Contracts. Note: A and Q Type PO Items may not be manually linked to Service Calls or Contracts. [24.01.108, US21030675]
7933 25.01 INVENTORY PURCHASE ORDERS REMOVED PO Receive Queue. Removed Action Bar. [24.01.158, US41804663]
7934 25.01 INVENTORY RMA FIXED Inventory > Work Queues > RMA Test Q > Zoom into the RMA item to open the RMA_test_process form > Extended Menu > Move to Available. When a returned Item is restocked as "Refurbished," the system now properly creates a new Master Item with the original Master Number appended by "-R", allowing for accurate categorization and tracking of refurbished items. [24.01.053, UR96666212]
7935 25.01 INVENTORY RMA FIXED ICO / CCO Status is no longer considered an "Active" Status when determining whether or not an RMA is "Open." [24.01.058, US666065]
7936 25.01 INVENTORY RMA FIXED Inventory > Return to Vendor. Inventory > Work Queues > RMA Q > Drill into RMA form. Removed ALL option from Branch selection drop down menu to prevent Branch mismatch issues later in the process. [24.01.067, UR94666812]
7937 25.01 INVENTORY RMA FIXED Project > Material > SELECT A and / or Q Type Item(s) in SHIPPED status > Create ICO for selected Item(s), then Confirm ICO and process through RMA Q > RMA Test Q > PO Receive Q. Added logic to retrieve the ConItemNo from the ContractItem table. This ensures the correct RMA Contract Item is selected during the Purchase Order receive process, enabling successful execution of the 'RMA Return > Add Replacement Item' procedure. Note: for the aforementioned process to function as intended, config SETRMAPRICE must be OFF. [24.01.076, US16596879]
7938 25.01 INVENTORY RMA FIXED Inventory > Work Q > RMA Test Q. When creating Vendor RMA and shipping from Inventory to Customer (for both A and Q types), the PO Line Item and the PO itself will no longer link to the Project becuase the RMA replacement Item is coming from Inventory, not the PO replacement Item. [24.01.076, US17468838]
7939 25.01 INVENTORY RMA FIXED When creating an RMA Invoice from the RMA Test Q, the Invoice now auto-opens after being generated. [24.01.163, US42940458]
7940 25.01 INVENTORY RMA FIXED When saving an RMA Return, if it is partially processed or fully processed, the grid will refresh. This will clear any processed items from the grid as expected. [24.01.176, US46187252]
7941 25.01 INVENTORY SHIP ORDER FIXED Packing Slip proc fixed to fully display items on Packing Slip reprint. As long as an A or Q type item Status is not CANCELLED, CANCELED, RMA, RETURNED, or TECHRETURN, item will display. This includes DATAENTRY and PICKED items. [24.01.138, US35008437]
7942 25.01 INVENTORY SHIP ORDER IMPROVED Workflow > Warehouse > Orders to Ship bucket AND Inventory > Work Queues > Ship Q AND Pick Order form. "Print Packing Slip" action performance issues have been resolved. Print time lag reduced to approximately five seconds. [24.01.066, US4621812]
7943 25.01 INVENTORY STAGING FIXED Inventory > Admin > Staging Locations. Inactive staging locations will no longer be returned in Quick Search results if "Active Only" flag is checked. [24.01.163, US42942193]
7944 25.01 INVENTORY VENDORS FIXED Inventory Main Menu > View Vendor Inventory. Form now appears with Vendor auto-populated. [24.01.140, US36477164]
7945 25.01 PROJECTS CHANGED Projects > Projects > Ext Menu > Create Closing Entry. System will now only allow this action if all Sub Projects (child Projects) are in a post State. Note: this check will not be performed as part of the Check Project Close action (Project form > Extended Menu > Check Project Close). [24.01.084, US12831230]
7946 25.01 PROJECTS CHANGED Projects > SOV > SOV Items > Master (RETENTION NON-TAXABLE). Items no longer incorrectly include Retention Invoice amount. [24.01.109, US29093617]
7947 25.01 PROJECTS FIXED Live Data > Live Data Reports > Projected vs. Actual Hours. Branch, Department, ProjectType, and ProjectLeader filters now properly carry through to report export. [24.01.052, UR96010457]
7948 25.01 PROJECTS FIXED Projects > SOV. Retention Invoice Items will no longer be considered in the SOV grid. Previously, this was causing grid to display incorrect values. [24.01.052, UR96663468]
7949 25.01 PROJECTS FIXED Projects. Opportunity Time Bills and their GL postings are no longer checked against Financial StartDate. These Time Bills will be excluded from Project checks of this type. [24.01.053, UR97030195]
7950 25.01 PROJECTS FIXED Projects > Choose Project > Profit tab > As of Date > Click Refresh. Percent Complete value will now only update if As of Date matches today's date. Previously, Percent Complete erroneously updated when other As of Dates were entered. [24.01.054, UR94286099]
7951 25.01 PROJECTS FIXED Projects > Projects > Project form SOV tab > Create SOV > Create SOV from Project: Group (1, 2, 3, 4, or 5). Action no longer produces an error message. Removed dynamic SQL and implemented separate handling for each group, ensuring proper sanitization of inputs and eliminating the risk of SQL injection. [24.01.058, US2094]
7952 25.01 PROJECTS FIXED Projects > Projects > Project Tab AND Projects > Projects > Profit Tab AND Projects > Quick Views > Project Status. Percent Complete value now displays properly (based on same Percent Complete calculation) in all three locations. Note: Projected PO Cost is not included in Percent Complete calculation. [24.01.069, US10466052]
7953 25.01 PROJECTS FIXED Project SOV Invoices now update properly to reflect credited value. [24.01.110, US30021246]
7954 25.01 PROJECTS FIXED Project > Team / Tasks tab > Add Team Member. "Include External Users" checkbox now functions properly. When checked, External Users appear on the drop down menu of Team Members to add. [24.01.171, US45536254]
7955 25.01 PROJECTS ASSIGNMENTS CHANGED Task Assignments grid has been renamed from Global Schedule to Assignments. [24.01.140, US36501659]
7956 25.01 PROJECTS ASSIGNMENTS FIXED Task form > Assignments tab. Editing multiple Tasks in the grid at the same time will now save as expected. [24.01.121, US32660258]
7957 25.01 PROJECTS CHECK PROJECT CLOSE FIXED Project form > Ext. Menu > Check Project Close. Check Project Close procedure has been updated to include a check for Orders linked to a Project that are in PARTSHIP status. When attempting to close a Project, system will now verify that all associated Orders are fully shipped. If any Orders remain in PARTSHIP status, the system will produce an error message: "Orders in PARTSHIP status: [contract number]. Please execute Order > Ext. Menu > Ship Non-Part Items." [24.01.041, UR92067388]
7958 25.01 PROJECTS CHECK PROJECT CLOSE FIXED Projects > Projects > Extended Menu > Create Closing Entry. When Project Currency does not match the Company default Currency, exchange rate calculations may result in an outstanding Suspense Account Balance upon Project Close. There is now a Project Close Check that will identify this issue and allocate this amount across the associated Revenue Accounts. [24.01.099, US14569740]
7959 25.01 PROJECTS CHECK PROJECT CLOSE IMPROVED Projects > Extended Menu > Check Project Close. All Master types ('Q', 'A', 'M', 'K', 'S', 'L', 'B','F') will now be checked during this process. Previously, only Types A, Q and M were checked. [24.01.067, US9215749]
7960 25.01 PROJECTS CHECK PROJECT CLOSE IMPROVED Project form > Extended Menu > Check Project Close action. This action now checks for Purchase Orders in "Confirmed" Status. These will appear in the Project Close Errors grid. [24.01.070, US12963749]
7961 25.01 PROJECTS CHECK PROJECT CLOSE IMPROVED Projects > Project form > Extended Menu > Check Project Close. Check Project Close procedure will now exclude Contract Line Item Sections from income account validation checks. [24.01.086, US21032321]
7962 25.01 PROJECTS COGS CHANGED Projects > Projects > Extended Menu > Post Project COGS and Projects > Post Projects COGS for All Projects. Non Q and / or A Type items are no longer included in COGS Invoices as there no COGS created. [24.01.061, US3119426]
7963 25.01 PROJECTS CURRENCY ADMIN CHANGED "SOV items" sub tab in "SOV" tab for a project will no longer contain currency prefix / symbol for money value columns. [24.01.071, US13395385]
7964 25.01 PROJECTS FISCAL CALENDAR FIXED The Post Project option now checks to confirm that the GL Fiscal Period is closed. This action previously only checked the AR Fiscal Period for closed Status. [24.01.062, US3497122]
7965 25.01 PROJECTS GANTT CHART CHANGED Project Form > Extended Menu > Open Gantt Chart. Project will now appear as a non-editable bar in the console. Added ability to edit Project Start and End Dates in the console. [24.01.130, US20003237]
7966 25.01 PROJECTS GENERAL LEDGER FIXED Project > Profit tab > GL Journal Link. Links now function as expected and properly open associated GL Journal entry. [24.01.089, US20002761]
7967 25.01 PROJECTS INVOICES FIXED Projects > Order / Invoices > Invoices grid Extended menu > Create a new Invoice. Creating a MANUAL invoice from a Project now results in the Ship To Address being set to the same as the Customer Site from the Header of the Project. [24.01.065, US7513600]
7968 25.01 PROJECTS INVOICES FIXED SOV Invoice now sorts properly by Item No column. Numbers in this column will display first (in ascending numerical order), followed by letters (in ascending alphabetical order). [24.01.084, US20628496]
7969 25.01 PROJECTS INVOICES FIXED Projects > Projects > Tasks > (Open Task) > Extended Menu > "Invoice Now." Conversion handling: The Create_ProjectInvoice routine now recognizes prior "Conversion" invoices with no item linkage and includes them in the "already invoiced" calculation, preventing any attempt to bill those amounts again. Final "top-off" adjustment now runs after all ship-site / tax-district combinations are processed, and the procedure tracks the last created invoice and invoice item. This guarantees the rounding delta is applied even when the last combination had nothing to invoice, ensuring exact totals for 100% Percent and Fixed task types. [24.01.113, US27997002]
7970 25.01 PROJECTS INVOICES FIXED Projects > Project record > Task Invoice > Extended Menu > Invoice Now. Fixed-amount invoicing and percentage-based invoicing now correctly return the exact expected amount specified on the Task, eliminating all variances. [24.01.157, US35458177]
7971 25.01 PROJECTS LIVE DATA REPORTS CHANGED The Project Projected Vs. Actual report option has been moved to the Project form Extended Menu. Previously, this was located on the Project Print menu. [24.01.106, US24102498]
7972 25.01 PROJECTS LIVE DATA REPORTS FIXED Live Data > Project Hours Summary. Only scheduled Tasks that have a CANCELLED / CANCELED status will now be excluded from the calculation in the Scheduled Hours column on the Project Hours Summary Live Data Report. Previously, COMPLETED (POST State) Tasks were erroneously excluded. [24.01.064, US4408930]
7973 25.01 PROJECTS LIVE DATA REPORTS FIXED Actual Sub Cont. column added to Project Status Report to match Project Profit tab. [24.01.065, US7514099]
7974 25.01 PROJECTS LIVE DATA REPORTS FIXED Live Data > Live Data Reports > Projected vs Actual Hours Report (Q0063). This report now properly excludes Status = ICO (Internal Change Order) and Status = CCO (Customer Change Order), but will display Status = ECO (Engineering Change Order). Additionally, LD filter 'Closed Project' has been renamed 'Active Only.' [24.01.068, US9352951]
7975 25.01 PROJECTS LIVE DATA REPORTS FIXED Live Data Report Projected vs Actual. MONEY type columns now properly reflect the Project's Customer's default currency. [24.01.083, US13504737]
7976 25.01 PROJECTS MATERIALS FIXED Projects > Project > Profit Tab > Actual Material or Earned Material Grid. If the Master No from the Contact Item is blank, the Master No from the Journal Entry will be used. [24.01.101, US24304528]
7977 25.01 PROJECTS MATERIALS FIXED Project Material grid > Extended Menu > Create Product For Selected Items. Product Detail items will now properly retain the Part No. from the Quote / Order. If the item does not have a Part No., this field will remain blank. [24.01.123, US33161665]
7978 25.01 PROJECTS MATERIALS FIXED Live Data Main Menu > Live Data Reports > Project Material Schedule Summary (Report #: Q0288). Sched. Material (Req): Now displays the total value of all Materials with a Request Date, including Overdue Items. Scheduled %: Now correctly calculates using the total Scheduled value. [24.01.173, US45665247]
7979 25.01 PROJECTS MATERIALS FIXED Project form > Materials Grid > Extended Menu > Ship Selected Item(s). Error handling now functions as expected. A message will appear if there are errors that prevent the shipping of Items. [24.01.178, US46719521]
7980 25.01 PROJECTS OPPORTUNITIES CHANGED Projects > Project form > Sales Opps tab > Opportunities grid. Users may now edit Opportunity information directly in the grid when the form is in EDIT mode. [24.01.099, UR94213917]
7981 25.01 PROJECTS ORDERS FIXED Projects > Projects > Profit tab. Budget value recalculation now properly includes all Orders. This accounts for instances where FXOption is OFF. In this instance, the NULL currency rate on Orders that are not set will be treated as 1.00 and these orders will be included in the budget recalculation. [24.01.049, UR95005740]
7982 25.01 PROJECTS ORDERS FIXED Projects > Project. When TaxDist field is changed and the form is saved, a warning message will now appear if the Tax Dist on the Project differs from any linked Orders. [24.01.052, UR95359934]
7983 25.01 PROJECTS ORDERS FIXED Projects > Project > Extended Menu > Create Warranty Service Contract. Cancelled Warranty Lines are now properly excluded. [24.01.064, US4612912]
7984 25.01 PROJECTS PICK ORDER FIXED Workflow > Warehouse > Items to Pick bucket (Parts to Pick Q) > Select Project with multiple Orders. Pick Project form Order No. field drop down menu will now only include Orders whose PO Release Date matches that listed in the Pick Project form PO Release field. [24.01.069, US11409908]
7985 25.01 PROJECTS PROGRAM EFFICIENCY FIXED Projects > Project > Profit Tab AND Resdaily > BiData Run AND Projects > Quick Views > Project Status. Improved performance so data returns faster when jobcostclass is turned ON. [24.01.122, US32347311]
7986 25.01 PROJECTS PROGRAM EFFICIENCY IMPROVED Projects > Projects > Profit tab AND Projects > Projects > Extended Menu > Post Project Revenue AND Projects > Project > Post Revenue for All Projects. Improved calculation speed when JOBCOSTMETHOD is JOBCOSTCLASS. [24.01.084, US20629018]
7987 25.01 PROJECTS PROJECT CONSOLE CHANGED Admin Project creation. Project Type, Project Status, Task Status and Time Bill Category fields are now set to blank by default. [24.01.060, US2117202]
7988 25.01 PROJECTS PROJECT CONSOLE FEATURE Projects > Task Console. Project Category and Project Subcategory are now filters on the Task Console. [24.01.172, US45661886]
7989 25.01 PROJECTS PROJECT EVENTS FIXED Event Details Header field now displays Primary Key as Title instead of Type. Site Name, Problem and Time Zone also display in Event Details. [24.01.138, US36155817]
7990 25.01 PROJECTS PROJECT EVENTS FIXED Project > Team/Events > Event > Extended Menu > Email Team. Added validation to restrict emails from sending if Do Not Send flag is enabled on associated template (PROJEVENTEMAIL template type). [24.01.152, US40112634]
7991 25.01 PROJECTS PROJECT TEMPLATE FIXED Project Template. Duplicate team members will no longer appear when inserting a Project Template. If the same Team Member has been assigned multiple roles, that team member will only appear once. [24.01.149, US38564425]
7992 25.01 PROJECTS REVENUE CHANGED Project > Profit tab > Earned Column > Labor link. Date column name changed to GLDate. [24.01.067, US9218547]
7993 25.01 PROJECTS REVENUE CHANGED Projects > Projects > Profit Tab. Posting process now respects JOBCOSTMETHOD selection set at individual Project level as expected. [24.01.069, US11749767]
7994 25.01 PROJECTS REVENUE FIXED Project form > Profit tab > Earned Revenue link. Add By and Add Date fields are now properly populated from the Journal entry.  [24.01.040, UR91067018]
7995 25.01 PROJECTS REVENUE FIXED Projects > Projects > Ext. Menu > Post Project Revenue. Added condition to disable "Post Project Revenue" option in the Extended Menu when the Project's DEFERREVENUEFLAG is not ''Y." This aligns its behavior with the "Post Project COGS" option, preventing Users from posting Revenue on Projects where Deferred Revenue is not applicable. [24.01.051, UR95909206]
7996 25.01 PROJECTS REVENUE FIXED Projects > Profit Tab AND Projects > Quick views > Project Status. Both reports now display correct Unposted Revenue at all times when assigned Job Cost Method is JOBCOSTCLASS. [24.01.069, US9350882]
7997 25.01 PROJECTS REVENUE FIXED Projects form > Profit tab > Earned Column > drill into Labor field. Added By and Added Date columns now correctly populate with relevant information. [24.01.069, US10778818]
7998 25.01 PROJECTS REVENUE FIXED Projects > Projects > Invoice Task > Percent Invoicing Task > Extended Menu > Invoice Now. This action now processes properly without error. [24.01.070, US12623939]
7999 25.01 PROJECTS REVENUE FIXED Projects > Projects > Extended Menu > Create Closing Entry. Projects with Job Cost Method = JOBCOSTCLASS. In the event that any unexpected Revenue remains in Earned Revenue Account, system will now self correct so that Earned Revenue matches Projected Revenue and Closing Entry is created properly. [24.01.083, US16295838]
8000 25.01 PROJECTS REVENUE FIXED Projects > Quick Views > Project Status AND Projects > Projects > Profit Tab AND Projects > Projects > Extended Menu > Post Project Revenue AND Projects >Post Revenue For All Projects. When JOBCOSTMETHOD = JobCostClass, Unposted Revenue now displays and posts accurately. Orders in DATAENTRY Status will be excluded as expected. [24.01.099, US25144954]
8001 25.01 PROJECTS REVENUE FIXED Projects > Project Profit > Un-Earned Revenue no longer provides a mismatch with JobClostClass. [24.01.110, US30021256]
8002 25.01 PROJECTS REVENUE FIXED Project form > Extended Menu > Post Project Revenue. Post Project Revenue option now produces only one prompt asking for User to enter a Date. [24.01.116, UR94213999]
8003 25.01 PROJECTS REVENUE FIXED Project record > Extended Menu > Post Project Revenue AND Project record > Post Revenue for All Projects. Error messaging now includes relevant information including Project No. or UserID as applicable. [24.01.140, US36468263]
8004 25.01 PROJECTS REVENUE FIXED Projects Main Menu > Project record > Profit Tab > Un-posted revenue. Rounding now functions properly. [24.01.165, US40914210]
8005 25.01 PROJECTS REVENUE IMPROVED Project > Quick Views > Project Status > Ext. Menu > Post Revenue for selected Projects. Previously, large amounts of data to process produced an error when performing this action. This has been resolved by ensuring that if there are more than 50 Projects selected for which to post Revenue, the process will be automatically moved to a Background Job. User may continue working in Q360 and will be notified when process is complete. [24.01.068, US9353636]
8006 25.01 PROJECTS SERVICE CONTRACTS FIXED Users may now create Service Contracts from Projects without error. This option is available on the Project Record Extended Menu. [24.01.092, US22809068]
8007 25.01 PROJECTS SITE FIXED Added Check to AssetSerial_Validate stored procedure to validate Assets via Project.SiteNo in addition to Contract.SiteNo. This handles Project-level Site management where individual Orders inherit Site association from their parent Project. [24.01.180, US47138035]
8008 25.01 PROJECTS TASKS CHANGED Projects > Task Console. Movement of tasks in the Task Console (via drag and drop) will now only be constrained by the Task Project Financial Start / End Date. Anchor icon indicating prevention of auto-shifting of dates has been removed. Lock icon will be applied to Tasks in a CANCELLED or POST State, and these Tasks are readonly (including no auto-shifting). Multi-select is now supported for drag and drop movements. Console Settings (gear icon) allow User to enable or disabled auto-shifting of dependencies / Sub Tasks, and auto-expanding parent Tasks. Tooltips within the Console Settings pane provide additional information on these functions. [24.01.123, UR70752111]
8009 25.01 PROJECTS TASKS FEATURE Project form > Tasks Tab > Extended Menu > Copy Selected Task AND Task form > Sub Tasks Tab > Extended Menu > Copy Selected Task. If checked, only the selected tTsks or Sub Tasks to be copied that have a Status Code that maps to a TASKSTATUS General Code where Task State = ACTIVE will be copied. If none of the selected Tasks are in an Active State and the checkbox is checked, User will receive an error message stating that no Active Tasks were selected. When unchecked, all highlighted Tasks and their Sub Tasks will be copied as normal. [24.01.134, US35321041]
8010 25.01 PROJECTS TASKS FIXED Projects > Project > Print Menu > Projected vs. Actual Hours. Report now properly includes Scheduled Effort from sub-tasks (nested tasks) in Totals. [24.01.042, UR92599507]
8011 25.01 PROJECTS TASKS FIXED Task > Event Grid > Show All checkbox flag. This option now correctly displays expected results. When checked (flag 'Show All' = ON), system displays more records (shows all Events from parent / child Tasks) and when unchecked (flag 'Show All' = OFF), system displays a subset of Event records relating only to the current Task. [24.01.066, US8513997]
8012 25.01 PROJECTS TASKS FIXED Primary Responsible field on Task form now displays Task Assignee as expected. [24.01.139, US36313675]
8013 25.01 PROJECTS TASKS FIXED Task form > Event grid. Event grid now refreshes as expected upon saving new Event. [24.01.143, US37323121]
8014 25.01 PROJECTS TASKS FIXED Task form > Time Bill tab. Omitted the ADD (+) button on the grid which created a new Time Bill on the Task. Users can start a Time Bill on the Task from the action bar Time Bill icon. [24.01.147, US19458019]
8015 25.01 PROJECTS TASKS IMPROVED Users may now double-click in Task Console to open a Task. [24.01.165, US43448809]
8016 25.01 PROJECTS TIME BILL FIXED If a Call is not linked to a Project, Time Bills on that Call will no longer attempt to check for Project State. This was producing an error. [24.01.074, US15882547]
8017 25.01 PROJECTS TIME BILL IMPROVED Projects Main Menu > Project Labor Planning. Time Bill Category filter added to the grid. Additionally, Time Bill Category column added to grid. [24.01.165, US39707477]
8018 25.01 PROJECTS USER MAINTENANCE FIXED External Portal > (Left Sidebar) > Projects > My Active Projects > [Select a Project] > SOW. If this action is performed by an External User, internal notes will be excluded from the displayed information. [24.01.047, UR94287705]
8019 25.01 PROJECTS WORKFLOW FIXED Workflow > Projects Overview > Over Budget Projects (SQL Report). "% Complete" column has been renamed "PCT Complete." This change now allows this report to be exported properly. [24.01.064, US4406678]
8020 25.01 REPORTS DASHBOARDS FIXED Dashboards > Sales > Sales Dashboard > Sales Goal Gauges (all). Sales Goal gauges on the Dashboard now display the correct calculated value for Period, Quarter or Year [24.01.068, US9765441]
8021 25.01 REPORTS EXPENSES FIXED Updated LDView_ExpenseClaimItem view to always source Branch and Department directly from the EXPENSECLAIMITEM table (ei.BRANCH and ei.DEPARTMENT). This eliminates the dependency on Projects for these fields, ensuring they display correctly in the report for all Expenses. [24.01.167, US44145031]
8022 25.01 REPORTS LIVE DATA DESIGNER FIXED SQL keywords such as UPDATE, ALTER, EXEC, etc. may now be searched for when using a ''designed'' Live Data Report. Reports that are not "designed" (i.e. utilize the SQL Text field in the SQL tab) will still be restricted in use of these key words. [24.01.051, UR95634604]
8023 25.01 REPORTS LIVE DATA DESIGNER IMPROVED Recurring Service Call report can now be designed to include a Service Contact No. hyperlink. If enabled (via Design Sql > Zoom checkbox), clicking on a Service Contract No. in this report will open that specific Service Contract record. [24.01.062, US2945802]
8024 25.01 REPORTS LIVE DATA DESIGNER IMPROVED Live Data Reports > Design SQL & SQL tabs. "Grouping" radio button column removed from the "Fields" grid and replaced with a multi-select Group By field above the grid that allows specifying multiple levels of grouping. This represents the default grouping state of the grid (equivalent to r.click > Group By on all grids). "Sort By" and "Sort Type" columns removed from the "Fields" grid and replaced with a multi-select Sort By field above the grid that allows specifying multiple columns for sorting. For VIEW or TABLE based data sources, this represents the ORDER BY statement in the generated SQL. For procedure based data sources, which previously did not support these columns, this represents the default sorting state of the grid (equivalent to clicking or ctrl + clicking column headers). "Decimals", "Group Stat", "Display Type", "XML Attributes" columns are removed from the Fields grid and deprecated in the dbo.SqlReportField table in v25. These are all now available in the new "Attributes" column which is JSON format. The "Generated SQL" is now calculated in the database upon saving as an extra security improvement for Users who are not permitted to edit SQL Text but are permitted to use the Designer. As a result, the "Generated SQL" will not update in real-time while editing the Design SQL tab. "Extended Menu" selections from v25 report definitions will not carry over to v25. "Edit Flag" Checkbox is new in v25, and allows making a LDR editable. This requires a compatible Data Source, no "Distinct Flag", and no "Aggregates" in the Fields grid to be used. Fields that have Editor properties defined in the Data Dictionary will be editable on reports with the Edit Flag enabled. This does not circumvent User Permissions and still calls the same save procedures that would be called when editing these fields directly in any form or grid in Q360. [24.01.097, US24103096]
8025 25.01 REPORTS LIVE DATA REPORTS CHANGED Live Data Reports > Extended Menu. Export / Import will include SqlReportQuery entries, but will only create missing entries, it will not update existing entries. This is intended to make exporting from TEST to PROD easier for custom reports. SqlReportQuery is the underlying table used for "Filters" of type "List (Query)." [24.01.110, US24103176]
8026 25.01 REPORTS LIVE DATA REPORTS FIXED Cash Flow Forecast. Report now uses the Avg Pay Days or Terms of the "Invoice To" Customer. If blank, report will associate with the Project Customer. [24.01.041, UR51794733]
8027 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data > Customer Profitability Report. Customer Profitability Report now accounts for Voucher Totals. [24.01.060, UR91970935]
8028 25.01 REPORTS LIVE DATA REPORTS FIXED Quoted Items in DATAENTRY Status will now appear on the Manufacturer Sales Forecast Report (both Summary and Detail view). [24.01.067, US9469572]
8029 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data > Revenue By State Detail. Added check for blank Project No to confirm that all GL entries are linked to a Project. [24.01.069, US11413140]
8030 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data > Revenue By State. Report now only displays GL Journal Entries properly linked to Projects. [24.01.070, US12959874]
8031 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data > Employee Utilization by Labor Type. Time Bills associated with Global Schedule entries are now properly included in this report with the exception of Auto PTO Time Bills. [24.01.071, US12647782]
8032 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data Reports. For External Users, right-click + filters will now properly clear upon navigation to a new Live Data Report. [24.01.071, US13392600]
8033 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data > Graph Backlog Burn Rate. Data now properly displays and updates based on selected Company No. [24.01.071, US13644463]
8034 25.01 REPORTS LIVE DATA REPORTS FIXED When a Live Data Report is deleted, all associated SQL Server Agent Jobs will now be uninstalled and all associated Background Job records will now be deleted as expected. [24.01.071, US10466934]
8035 25.01 REPORTS LIVE DATA REPORTS FIXED Added Master Cost and Master Extended Cost fields to LDView_PurchaseItem [24.01.072, US15297338]
8036 25.01 REPORTS LIVE DATA REPORTS FIXED Live Data Menu > Live Data Reports > Employee Capacity Forecast. This report now accurately displays only Employee Available Hours (based on Employee Schedule). Previously, Employee Capacity was erroneously inflated due to calculation including ALL Hours between Start and End Date. [24.01.108, US27998062]
8037 25.01 REPORTS LIVE DATA REPORTS FIXED Utilization Rate By Branch and Utilization Rate By Department widgets now function as expected and display correct data. [24.01.118, US32231867]
8038 25.01 REPORTS LIVE DATA REPORTS IMPROVED Added new columns to LDView_eAcceptance: ResQ_DocumentLinkNo_Zoom_Form, Viewed Count, Quote Add Date, Quote Date, Quote Amt, STATUSCODE, Branch, Department, Companyno, SALESPERSON, SALESPERSON2, Quote Customer, and Quote Site Name. [24.01.046, UR93891583]
8039 25.01 REPORTS LIVE DATA REPORTS IMPROVED Live Data> LDView_OrderItem. Added Project CloseDate column. [24.01.065, US6563443]
8040 25.01 REPORTS LIVE DATA REPORTS REMOVED LDR form. Removed Run Count and Average Run Time fields. [24.01.169, US44318142]
8041 25.01 REPORTS LIVE DATA SOURCES FIXED Master and Quote Description character limit increased to 200 characters to align with DataDict Description character limit. LD Views that pull from these tables will now properly display up to 200 character Descriptions. [24.01.066, US8518264]
8042 25.01 REPORTS LIVE DATA SOURCES IMPROVED Live Data Report creation > LDview_Quote data source. Added field option "Add Date" - adddate (DATETIME). [24.01.067, US9217335]
8043 25.01 REPORTS WORKFLOW CHANGED Workflow Permissions tab. "View Condition" functionality now replaces Permissions grid allowing greater flexibility with regards to Permissions. External Users may now be granted Permission to access Workflows (WORKFLOWMENU view permission required to see main Workflows Menu). Note: Only Workflow buckets that zoom into a LDR will function - External Users will still not have access to core Workflows or associated internal forms. [24.01.094, US22897328]
8044 25.01 REPORTS WORKFLOW FIXED Workflow > Workflow Definitions > Accounts Receivable > Extended Menu > Copy Workflow. New (copy) Workflow now properly allows actions allowed on original Workflow i.e. bucket click to open. [24.01.070, US13391653]
8045 25.01 REPORTS WORKFLOW FIXED Workflow > Workflow Definitions > Workflows with filter based on system lists (like UserID) with "ALL Value" and "INCLUDE BLANK" options selected/definedThe Workflow filter, based on system lists with the "All" value and "Include Blank" option, now correctly displays both the "All" and "Blank" options in the dropdown selection field. [24.01.073, US14712028]
8046 25.01 REPORTS WORKFLOW FIXED Default value for the Department filter at the Workflow level is now "ALL." [24.01.167, US44141498]
8047 25.01 SALES FIXED Sales Rep fields may now be reset to BLANK if necessary. [24.01.160, US42297332]
8048 25.01 SALES REMOVED Sales Main Menu > Template Management option removed from toolbar. [24.01.149, US39514241]
8049 25.01 SALES API REMOVED Sales > Quotes > Export to D-Tools > Tax Calculation. Validation that previously required the Customer linked to the Ship Site to match the Customer on the Quote has been removed. This adjustment ensures that the Site Address populates correctly in D-Tools exports, allowing for accurate tax calculations based on the Site Address, even if this differs from the Billing Address. [24.01.043, UR91968129]
8050 25.01 SALES COMMISSIONS IMPROVED Sales > Quick Views > Sales Bookings. Added columns for Commission splits for Sales Reps 1-3. [24.01.055, UR94671459]
8051 25.01 SALES CONTACT FIXED Sales > Contact Mailing List. When creating a new Mailing List the Private Flag will now be saved as N (Not Private). Previously this was saved as empty string, which prevented the new Mailing List from displaying on the Contact form.  [24.01.065, US7513717]
8052 25.01 SALES CUSTOMER CHANGED Sales > Opportunities > Site Search. Records where Customer Type = PROSPECT will now be returned in search results. [24.01.071, US13073762]
8053 25.01 SALES CUSTOMER FIXED Sales > Customer > Extended Menu > Change Customer No. Action now checks for input value length and allows only values that do not exceed 10 characters. [24.01.065, US6872284]
8054 25.01 SALES CUSTOMER FIXED Sales > Customer > Customer form > Cust / Vend tab > "State" Field. Drop down menu now properly only displays Active States. [24.01.070, UR90961308]
8055 25.01 SALES CUSTOMER FIXED Sales > Customers > Customer form. Contact No. field renamed "Contact." Form now properly saves after Sales Rep field change. Form now saves properly after new Contact created and no erroneous duplicate record is created. [24.01.140, US28878311]
8056 25.01 SALES FUNNELS FIXED Email Alert Setup > Funnel Items. Funnel Item Title will properly display each time (previously intermittent). [24.01.069, US10464568]
8057 25.01 SALES GENERAL CODES IMPROVED Sale Type character limit has been expanded to 20 characters. [24.01.042, UR92282540]
8058 25.01 SALES INVOICES FIXED Order > Invoices tab > Add New Invoice. Invoice created from Order will now be linked to the Order, Sale Type and Contract No. will be populated based on the Order, and Invoice Type will be ORDER. [24.01.066, US8008813]
8059 25.01 SALES LIVE DATA REPORTS FEATURE Added Live Data Reports "Sales Lead Source Report" (Q0372) and "Sales Lead Source Detail Report" (Q0373). Sales Lead Source Report summarizes the number of leads per source for the following record types: OPPORTUNITY, QUOTE, ORDER, CUSTOMER, INVOICE. Detail report provides similar information in detail. [24.01.080, US15880351]
8060 25.01 SALES LIVE DATA REPORTS FIXED Live Data > Live Data Reports > Sales Opportunity Labor Conversion. System now correctly aggregates GL entries without erroneously duplicating time billed values. This ensures accurate totals for hours and costs regardless of the number of associated GL accounts. The query now correctly filters expense accounts while filtering on any cost type except "STANDARD." [24.01.040, UR91893201]
8061 25.01 SALES LIVE DATA REPORTS FIXED "Technicians with Workorders" Live Data Report. Calls of Type 'Sale' are now included on this report. [24.01.065, US6873146]
8062 25.01 SALES LIVE DATA REPORTS FIXED Sales > Quick View > Sales Forecast. Sales Forecast report will allow saving blank Close Date field. [24.01.073, US15578445]
8063 25.01 SALES LIVE DATA REPORTS FIXED Sales Quota Live Data Report. Run time reduced - report no longer fails to return results due to time out. [24.01.083, US10467141]
8064 25.01 SALES LIVE DATA REPORTS IMPROVED Live Data > Activities by Sales Rep - Sales Opp Only. Changed Date fields to a Date Range. Added ability to select multiple Sales Reps. Added filter for Customer Sub Type. [24.01.069, US10295804]
8065 25.01 SALES OPPORTUNITIES CHANGED Opportunity Form > Contact Tab > Reports To field. This field has been changed from a drop down menu to an input textbox. This is still an informational read-only field. [24.01.050, UR94670532]
8066 25.01 SALES OPPORTUNITIES CHANGED Title and Statuscode will no longer default to blank when scheduling an "Opportunity Funnel Item." User is no longer prompted to enter Title in pop up window. Additionally, My Task List will now display Opp Funnel Tasks with Status = blank if they have been scheduled to a User. [24.01.163, US43110582]
8067 25.01 SALES OPPORTUNITIES FIXED Opportunity > Quotes Tab > Call No column. If Quote or Order has a Call attached, this column will now properly display the Call Number as a hyperlink to the attached Call. If there is no Call attached, this column will now display as blank. [24.01.060, US1950114]
8068 25.01 SALES OPPORTUNITIES FIXED Sales > Work Queues > Received Email Q Sales > Select Accepted email > Extended Menu > Create Opportunity. Emails created in this manner will now include a Subject line truncated to 100 characters maximum and the Opportunity will be created as expected. [24.01.087, US21612350]
8069 25.01 SALES OPPORTUNITIES FIXED Sales Opp Review. Base Procedure Get_OpportunityReview now properly compares against CompanyNo. [24.01.142, US37321748]
8070 25.01 SALES OPPORTUNITIES FIXED Opportunity Form > Quotes Tab > Add New Quote. Quote Ship Site is now inherited from Opportunity Site as expected. [24.01.179, US46831935]
8071 25.01 SALES OPPORTUNITIES IMPROVED Sales > Activities (password protected activities). When the Activity form refreshes (action bar refresh or saving/reverting changes), if the password was already entered the form will automatically re-process the password to reveal the Comments instead of hiding them every time. In v24 User was required to re-enter the password each time the form refreshed. Note: Grids that display Activity Comments, such as LDRs, will display the encrypted value if the Activity is password protected. [24.01.181, US38745865]
8072 25.01 SALES ORDERS CHANGED Inventory > Purchase Orders > Line Items > Lower Ext. Menu > Unlink Selected Item(s) From Order Items. If Order Items are PICKED before the PO Items are received, Item Status will now correctly display as PICKED. Previously, these Items erroneously reverted to DATAENTRY Status. [24.01.073, US14713860]
8073 25.01 SALES ORDERS CHANGED Sales > Order > Extended Menu. Option "Scan This Order To Another Location" has been removed from the Extended Menu. Extended Menu option "Create RMA Order" now requires permission ORDER (Create) to function. "Set Invoice Date" Extended Menu option has been moved from the Order form Extended Menu to the Line Items tab > Line Items grid Extended Menu. Invoices may no longer be created for Orders in DATAENTRY or CONFIRMED Status. [24.01.115, US20631016]
8074 25.01 SALES ORDERS CHANGED Sales > Order > Extended Menu. Option "Scan This Order To Another Location" has been removed from the Extended Menu. "Set Invoice Date" Extended Menu option has been moved to the Line Items tab > Line Items grid Extended Menu. Invoices may no longer be created for Orders that are in DATAENTRY or CONFIRMED status. The modal that is generated from the "Edit Order" menu option no longer includes a Map button on the grid. Previously, there was no permission required for Extended Menu option "Create RMA Order." Order (Create) permission is now required for this Extended Menu option. Users without Order (Create) permission in previous versions will still be able to execute the Extended Menu option, but will receive an error that they do not have permission after clicking it. [24.01.158, US35452268]
8075 25.01 SALES ORDERS FIXED Sales > Orders > Print Button > Re-Print Packing Slip (With Multiple Packing Slips) > Select ALL. This action now functions as expected. [24.01.047, UR94290982]
8076 25.01 SALES ORDERS FIXED Order > Line Items > Qty. Qty column now uses correct decimal values and will not erroneously round to nearest whole number. [24.01.050, UR95270385]
8077 25.01 SALES ORDERS FIXED Sales > Orders > Extended Menu > Create PO for this Order > Choose a Vendor for Selected Items > Create Purchase Orders for Selected Items. Action will only use the Master Vendor record if the Effective Date is in the past. This ensures the correct Vendor Part Number and Cost are applied to the Purchase Order Line Item when the User opts not to use Order Line Item Cost. [24.01.065, US6872772]
8078 25.01 SALES ORDERS FIXED Master of Type Kit description field now allows up to 200 characters. [24.01.069, US11926847]
8079 25.01 SALES ORDERS FIXED Order > Cust. Invoices tab. When creating a new Credit or Tax Only Invoice / Credit for an Order, the "Order for Contract No." field of the Credit / Invoice is now properly filled and linked. The new records will now appear in the Cust. Invoices grid of the Order after refreshing grid. The Branch and Project No. / Call No. is now correct according to the Order to which it belongs. [24.01.071, US13643894]
8080 25.01 SALES ORDERS FIXED Project-related Order > Process button > Return to Dataentry AND Order form > Extended Menu > Unship This Order AND Order Line Items grid > Extended Menu > Unship Line Item AND Call form > Parts tab > Line Items grid > Extended Menu > Unship Selected Line Item. These actions will now perform a check for Items returned as refurbished and not allow action to proceed if these Items are associated. [24.01.073, US14278199]
8081 25.01 SALES ORDERS FIXED If an RMA Item in an Order is not fully processed (meaning it is awaiting testing in RMA Test Q), shipping Non-Part Items in the Order will now properly change the Order Status to PARTSHIP not SHIPPED.  [24.01.074, US15887188]
8082 25.01 SALES ORDERS FIXED Sales > Orders > ICO / CCO Line Item Status. Line Item Status will now update upon Order Approval, not upon Order Confirmation. [24.01.076, US15884704]
8083 25.01 SALES ORDERS FIXED Users should now be able to use the standard 'Cancel Order' function in scenarios where all Order Line Items were previously cancelled. Workarounds like adding / shipping Misc Items are no longer be necessary for this specific state. Existing Orders stuck in this state can now be cancelled correctly. [24.01.083, US8624668]
8084 25.01 SALES ORDERS FIXED Sales > Orders > Find Product > Add to Order. If ExtendedDefaultAccounts is turned ON, the correct record will now be used to determine the Account. [24.01.083, US19459931]
8085 25.01 SALES ORDERS FIXED Call > Parts > Order > Extended Menu > Pick This Order. When AUTOSHIPSTYPE = OFF and AUTOSHIPMTYPE = OFF, S and M Type Items are no longer auto picked. These items will not be shipped and will remain in DATAENTRY Status. [24.01.083, US19543522]
8086 25.01 SALES ORDERS FIXED Inventory > Purchase Orders > Line items grid. Purchase Order Item Account will no longer erroneously change if the Master has not changed for that Purchase Order Item. Now, when a User clicks "Change line item" from the Extended Menu of a Purchase Order Item grid and makes changes, it will not change the Account linked to that Purchase Order Item unless User has changed its Master. [24.01.086, US21445588]
8087 25.01 SALES ORDERS FIXED Internal bug fix. No release notes required. [24.01.187, US48616490]
8088 25.01 SALES QUOTES CHANGED Sales > Quote > Line Items grid > Extended Menu. "Release to Customer" menu option removed. "Return to RMA Test Q" menu option removed. "Return to RMA Q" menu option removed. "Clear Dropship Flag" menu option: no longer allowed on Quotes in CONVERTED status. Sales > Order > Line Items grid > Extended Menu. "Set Invoice Date" menu option added (previously on form Extended Menu). "Split This Line Item" menu option now allows splitting L, S and M Type Line Items into fractional quantities (based on their TYPEDECIMALS Config settings. [24.01.099, US20629942]
8089 25.01 SALES QUOTES CHANGED Quote form > Line Items tab > Grid Extended Menu. Menu options have been reordered. [24.01.156, US40915857]
8090 25.01 SALES QUOTES FIXED Sales > Quotes > Details Tab. Clicking the Add PM / Design icon will now refresh the form data. [24.01.044, UR93541606]
8091 25.01 SALES QUOTES FIXED Quote > Print Proposal. Sub Total now calculates and displays properly (for those systems that have this line included in their setup). [24.01.050, UR95355188]
8092 25.01 SALES QUOTES FIXED Sales > Quotes > Line Items grid AND Sales > Quotes > Labor grid AND Sales > Quotes > Extended Menu > Recalculate and Add / Update all Labor. Base quantities of Quote Items and extended quantities of their corresponding Labor Items are now aligned. Quote Items with autolaborflag = 'Y' (indicating they are generated from Labor Items) that no longer have corresponding Labor Items will now be automatically eliminated. [24.01.052, UR95447448]
8093 25.01 SALES QUOTES FIXED Sales > Quotes > Line Items tab > Find and Add a Product. Detail tab of Product will now correctly include the Segment in addition to the Account Number. [24.01.058, UR98882310]
8094 25.01 SALES QUOTES FIXED When importing Quote Items with blank Description fields via Excel import, and description field is empty: System will automatically pull Description from Master record. If Description contains only a single dash (-): Description will be set to blank (intentionally empty), and if Description contains custom text: system will preserve entered text Description. [24.01.059, US832869]
8095 25.01 SALES QUOTES FIXED Sales > Quotes > Revisions > Extended Menu > Compare with Selected. Previously, when two Items share the same Line Number, the Quote Revision Comparison grid omitted one of the two causing inaccuracies in the grid. Each row is now assigned a unique identifier preventing erroneous omissions in the Comparison grid. [24.01.060, US2773138]
8096 25.01 SALES QUOTES FIXED Sales > Quotes / Orders > Line Items > Detail subtab > Branch. Updated Branch drop down selections on Line Items tab to only display Branches belonging to the Company No. listed on the Quote / Order Header tab. [24.01.060, US2284362]
8097 25.01 SALES QUOTES FIXED Sales > Quote > Documents tab > Copy Record. Procedure has been updated to ensure proper Document Type preservation without affecting other Document attributes or link relationships. Note: system configuration items must be properly set for document handling and Users must have appropriate permissions to perform Document operations. [24.01.064, US5298022]
8098 25.01 SALES QUOTES FIXED Sales > Quote > Line Items > Quick List. Special Order flag now carries over at all times when copying from Quotes / Quick Lists into another Line Items of another Quote. [24.01.069, US10301490]
8099 25.01 SALES QUOTES FIXED Sales > Quote > Extended Menu > Recalculate and Add / Update all Labor. Qty and Ext Qty now update correctly. [24.01.070, US8872964]
8100 25.01 SALES QUOTES FIXED Sales > Quotes > Quote Item. Setup and use of Sale Types with up to 20 characters is now allowed with Default Extended Account settings. Previously, this limit was 10 characters. [24.01.080, US19266017]
8101 25.01 SALES QUOTES FIXED When adding a Quick List which contains a Kit to a Quote, if Master is selected as the source for Cost and / or Price, the Kit is now properly added using the Standard Cost and Price A values from the Details tab of the Kit Master (the Item flagged as Product Master in the Kit). [24.01.097, US10777153]
8102 25.01 SALES QUOTES IMPROVED Sales > Quotes. Quotes and Orders now validate to prevent adding unrelated Customer Quote / Order to a Project. Branch and Department must match the Project. [24.01.051, UR91201423]
8103 25.01 SALES QUOTES IMPROVED Sales Rep 2 now pulls correct data. Also, on Quote Print, Freight Cost Total is now displayed separate from Misc Items Total for Users that want to show Freight separately. Note: Users upgrading to version 25.01 that use a custom Proposal will need Support to update the dataset in their template to include the new Freight and Opt Freight fields, and decide if they would like Freight Costs to display separately on the Proposal Summary page. [24.01.057, UR98577239]
8104 25.01 SALES QUOTES IMPROVED Convert Quote to Order process. In the instance where Asset lines are removed from a Purchase Order (for example, via CCO). Items are properly cancelled when the CCO converts from Quote to Order and Inventory levels adjust as expected. [24.01.079, US17713881]
8105 25.01 SALES QUOTES IMPROVED Sales > Sales Admin > Extended Quote Authorization Rules > Grid is now editable. When creating a new record in Edit mode the grid will have a record inserted which can then be edited. When creating a new record in Read mode the Quote Authorization form will open. [24.01.121, UR70751850]
8106 25.01 SALES QUOTES IMPROVED Quote Form > Extended Menu > Change Customer. Added "Type" column to the Customer Select Modal grid. This allows User to filter the grid by Customer Type. [24.01.179, US46830579]
8107 25.01 SALES QUOTES REMOVED Quote form > Line Items. Removed grid total for Discount Percentage in Quote Line Items grid. [24.01.156, US40914742]
8108 25.01 SALES QUOTES REMOVED Sales > Quote > Extended Menu. In v24, Users were able to update the CustomerNo of a Quote to a new CustomerNo via the Extended Menu after the Quote had been converted to an Order. This option is no longer available. [24.01.157, US35452256]
8109 25.01 SALES SALES FORECAST FEATURE Sales Main Menu > Quick Views > Sales Forecast. New columns added: RMR - from Opportunity, editable, RMR Term - from Opportunity, editable. Contract Value = RMR x RMR Term. [24.01.145, US38380633]
8110 25.01 SALES SALES LEADS FIXED When converting a Sales Lead to a new Customer / Opportunity, the Company No. now properly carries over from the Sales Lead to the new Customer and Opportunity forms as expected. Note: SALESLEAD permissions (Create and View) required to convert Sales Lead to Customer / Opportunity. [24.01.147, US38939111]
8111 25.01 SALES SALES LEADS IMPROVED Q360 Standard Sales Lead List Import Map now supports all columns on the Sales Lead table. [24.01.040, UR87602751]
8112 25.01 SALES SITE FIXED Customer > Site > Add Site. Newly created Site will now display Sales Rep Commission percentages as expected (carried over from the Customer Site). [24.01.087, US21690971]
8113 25.01 SERVICE CHANGED Service > Work Queues > Open Too Long is now "Open Too Long Q." [24.01.162, US42462440]
8114 25.01 SERVICE FIXED Internal only. This would not have impacted anyone not yet on v25. [24.01.136, US35599949]
8115 25.01 SERVICE AGED AR FIXED Live Data Reports > Graph_AgedAR (Q0242) AND Live Data Reports  > Graph_Service_Calls (Q0225). Corrected "Age By" filtering. Service Calls now transition correctly between brackets based on their dates (0-30, 31-60, etc.). [24.01.058, UR98581218]
8116 25.01 SERVICE API FIXED Service > Help Desk (on a Call set up for Inspect Point). Recurring Dispatches function and frequency options now function as expected without error. [24.01.103, US27459416]
8117 25.01 SERVICE CALLS CHANGED Service > Calls > Service Contracts tab. Previously this tab was combined with the Call History tab. These are now separate tabs. Summary Checkbox has been removed from both grids. Service Contracts grid previously contained a checkbox to toggle between detailed and summary information. This has been split into two distinct grids. The top grid provides information pertaining to Service Contracts that are linked (similar to v24 when Summary Checkbox = checked). When a record in the top grid is selected, the bottom grid populates with information pertaining to the Service Contract Items (similar to v24 Summary Checkbox = unchecked). Additionally, the v24 grid Extended Menu functionality has been incorporated into the bottom grid. [24.01.111, US30406377]
8118 25.01 SERVICE CALLS CHANGED Received Email > Create Call from Email. If the Email has no Contact listed and populates the Caller with the Sender, it will only do so if that Sender exists as a Contact in the system. If not, the User must create that Contact and add them manually as the Caller. [24.01.147, US38936620]
8119 25.01 SERVICE CALLS CHANGED Call > Parts > Add Part (+) Button. This action no longer requires Master permission. [24.01.181, US47138547]
8120 25.01 SERVICE CALLS FEATURE Service Main Menu > Help Desk. Added Call History tab. Previously, this information was included on the Service Contracts tab. [24.01.134, US30406369]
8121 25.01 SERVICE CALLS FIXED Qforms submission requests to create deficiencies now properly create a link between the deficiency and the Call No. [24.01.040, UR88092402]
8122 25.01 SERVICE CALLS FIXED Service > Help Desk > Email / Docs tab. When zooming into an email and using the Extended Menu option "Create Call," function now duplicates the email with a new Tracking Number, ensuring the email communications for the original and the new Calls remain separate. [24.01.046, UR93688924]
8123 25.01 SERVICE CALLS FIXED Service > Recurring Disptach. Recurring Dispatches now properly honor the End Date of the Recurring Dispatch record as expected and not allow Service Calls to be created beyond that date. Additionally, Create Days in Advance may now be set to 1. Previously, this selection would cause an error. [24.01.046, UR94288845]
8124 25.01 SERVICE CALLS FIXED Sales > Orders > Order > CALL. Dispatch Q column on Dispatch table now allows 20 characters. [24.01.051, UR95635628]
8125 25.01 SERVICE CALLS FIXED Service > Help Desk > Email / Docs AND Service > Help Desk > Deficiency > Zoom into Deficiency > Documents. Documents attached to Deficiencies will now also display on the Docs tab of the associated Service Call. [24.01.056, UR98584092]
8126 25.01 SERVICE CALLS FIXED Accounting > Generate Recurring Dispatches AND Service > Recurring Dispatch > Extended Menu > Generate Recurring Dispatch. Record Lock applied - process or the single record will now be checked for lock before running. Process / record will unlock after the Call is created.  This will prevent multiple users from running the process at the same time. [24.01.065, US5829661]
8127 25.01 SERVICE CALLS FIXED Service > Product > Recurring Dispatch AND Live Data report: Recurring Dispatch - Next Call Date. Next Call Date calculation will now consider Create Days in Advance value. [24.01.066, US7878314]
8128 25.01 SERVICE CALLS FIXED DISPCLOSE permission is now validated when User attempts to change Call Status to a POST State. This ensures that only Users with the appropriate permission may close a Call, regardless of the "Closing Entry" flag. [24.01.069, US11581433]
8129 25.01 SERVICE CALLS FIXED When canceling a DATAENTRY Part that is billed through a Service Call, a Credit Memo with balance $0 now processes through Post and Approval without issue. Previously, this action produced an error. [24.01.070, US11249772]
8130 25.01 SERVICE CALLS FIXED Call > Parts tab > Line Items grid > Extended Menu > Cancel Selected Line Item(s). If a Section contains only Cancelled / Shipped Line Items, the Section Header will now correctly update to "SHIPPED." [24.01.070, US12960576]
8131 25.01 SERVICE CALLS FIXED Service Calls now properly display Coverage Hours and Status message based on Field Service Hours on Service Contract. If no service hours are configured for the Service Contract, a message will display - "No contract info available." [24.01.072, US13765527]
8132 25.01 SERVICE CALLS FIXED Service > Help Desk > Call > Schedule / Time Bill > Dispatch Schedules (grid). Dispatch Schedules records on Calls may now be updated with Start Time and End Time that are prior to current time of the User updating the information. [24.01.077, US18157778]
8133 25.01 SERVICE CALLS FIXED Mobile View > Service > Help Desk > Call with linked Product(s). Form now loads without error. [24.01.079, US19152192]
8134 25.01 SERVICE CALLS FIXED Order Total now calculates properly on Approved Orders Linked to Fixed Fee Calls. [24.01.083, US18447921]
8135 25.01 SERVICE CALLS FIXED Caller and Contact fields now transfer and update properly when changes are made in version 24 or version 25 and then the impacted Call is opened in the other version. [24.01.097, US24099990]
8136 25.01 SERVICE CALLS FIXED Service Menu > Quick Views > Call Profit form. CSR / Tech filter now functions as expected. Note: this filter will return any records that have the User listed in EITHER the CSR field OR the Tech field, OR both. [24.01.110, UR70752214]
8137 25.01 SERVICE CALLS FIXED Call > Parts grid > Find Product > Add To Order. Parts will now properly display Customer Price (if relevant) instead of Master Price. [24.01.131, US32231922]
8138 25.01 SERVICE CALLS FIXED When an External User creates a Call and changes Customer / Site to that of a different Company, the Company No. and Branch now saves correctly on the Dispatch form. [24.01.137, US18449137]
8139 25.01 SERVICE CALLS FIXED Email Q > reply email from Call. Previously, if a User changed the Dispatch No. of the email, the TrackingNo was not updated to be that of the newly linked Call. This action will now update the Trackingno to the Trackingno of the linked Call. [24.01.140, US36005096]
8140 25.01 SERVICE CALLS FIXED Service > Help Desk > Call form. Header tab renamed to Task tab. [24.01.149, US39514104]
8141 25.01 SERVICE CALLS FIXED Canceling a Call Schedule no longer erroneously changes the Call Status to "TECH DONE." [24.01.175, US45800719]
8142 25.01 SERVICE CALLS FIXED Call > Parts Tab > Find Product Modal (Quick) grid. Alloc Branch is now set correctly when adding an Item via Find Product Modal (Quick). Added Branch to the grid to make it clear which Item belongs to which Branch. Additionally, Work Orders now total as expected. [24.01.180, US46188303]
8143 25.01 SERVICE CALLS IMPROVED Data Dictionary. All Call Type columns are now set to a 20 character limit. Previously, some were set to only 10 characters. [24.01.083, US19265364]
8144 25.01 SERVICE CALLS REMOVED External User > Toolbar Menu > Service > Inactive Calls. Icon removed. [24.01.119, UR70751866]
8145 25.01 SERVICE CALLS REMOVED External User > Toolbar Menu > Service > New Call. Icon removed. [24.01.129, UR70751864]
8146 25.01 SERVICE CALLS REMOVED Service Main Menu > Help Desk. Extended Menu option "Tech Inventory" previously linked to the Parts Entry form. This form has been deprecated in favor of utilizing a modal to accomplish the same functionality. [24.01.161, US35452393]
8147 25.01 SERVICE CONFIG DATA FEATURE New Config Item added: DEFERSERVICECOST, default setting OFF. ON option will defer all Service Call related Costs until the Service Call is closed or invoiced, ensuring that Costs and Revenue are recognized in the same Accounting Period. [24.01.103, US26700286]
8148 25.01 SERVICE DISPATCH Q FIXED Nightly job that dispatches Calls (alternatively this can be triggered by directly dispatching a Call). If a Call missing a PO Number causes this action to fail, error message will now identify which Call is missing this item. [24.01.040, UR91615273]
8149 25.01 SERVICE DISPATCH Q FIXED Service > Help Desk > Call > Ext Menu > Bill This Service Call. Call Type longer than 10 characters in Dispatch table no longer causes error in mapping to GL Account in later process steps. Maximum field character length has been expanded to 20. [24.01.049, UR95006886]
8150 25.01 SERVICE DISPATCH Q FIXED Service > Recurring Dispatch. Updated Create procedure to now properly pull Company from the Customer record. Previously, this value incorrectly defaulted to Company 01. [24.01.056, UR98581308]
8151 25.01 SERVICE DISPATCH Q FIXED Service > Recurring Dispatch. Added PO field to Recurring Dispatch Schedule form. This field will carry over to Dispatches created from the Schedule. [24.01.064, UR95355173]
8152 25.01 SERVICE DISPATCH Q FIXED Recurring Dispatch form. Est Fix Time no longer defaults to 0.00 implying that a User has entered this value as the estimation. The field will now properly default to blank. [24.01.071, US13765340]
8153 25.01 SERVICE DISPATCH Q FIXED Service > Recurring Dispatches. Manually running Recurring Dispatches will no longer produce inappropriate error message. [24.01.099, US23380805]
8154 25.01 SERVICE DISPATCH Q FIXED Service > Dispatch > Search and Open Dispatch Record > Extended Menu > Preview Billing Report. When Subcontract Labor is directly vouchered (without generating a Purchase Order), the Preview Billing Report will now accurately display the Subcontract Labor cost exactly once, matching the total amount that was vouchered. [24.01.141, US11248582]
8155 25.01 SERVICE EMAIL FIXED Service > Dispatch > Send Dispatch Email. Emails now display correct Start Date and End Date. [24.01.058, UR99074454]
8156 25.01 SERVICE EMAIL FIXED Emails generated via Service > Dispatch > Dispatch Selected Call. Email Template now properly fills correct Start and End Date for correct Technician. [24.01.083, US19149979]
8157 25.01 SERVICE EMAIL FIXED Workflow > Service Overview > Email Q bucket. Email Q bucket now opens as expected. [24.01.131, US34434964]
8158 25.01 SERVICE EMAIL IMPROVED Email Template DISPATCHCALL. Added field (token) to identify user who dispatched call. [24.01.066, US8514632]
8159 25.01 SERVICE INVOICES FIXED Service > Help Desk > Extended Menu > Preview Billing Report. Amount displayed on this report will now only display as $0 when the invoiced amount exceeds the bill amount. [24.01.139, US36304429]
8160 25.01 SERVICE KNOWLEDGE BASE FIXED Service > Knowledge Base > Event sub tab > ADD button. This action will now create a new Event and open a new Event window as expected. [24.01.067, US8885067]
8161 25.01 SERVICE LIVE DATA REPORTS FIXED Live Data > Service Contract Profitability. Type column now properly displays types as "Serv Cont," "Serv Cont Total," "Call," or "Call Total." [24.01.083, US19542293]
8162 25.01 SERVICE LIVE DATA REPORTS IMPROVED Live Data> Reports > Service Contract Revenue Forecast (Q0071). This report now includes all priced Line Items regardless of Account Value, and will display all Contracts with ongoing Revenue Recognition during the report period, including those that have been fully billed. [24.01.071, US14280358]
8163 25.01 SERVICE PRODUCT FIXED Service Call Product ID. Selected Product is now always pulled in on the drop down menu, ensuring the Description is always accessible. [24.01.040, UR91545159]
8164 25.01 SERVICE PRODUCT FIXED Product Detail grid now refreshes as expected on load. [24.01.137, US36005578]
8165 25.01 SERVICE PRODUCT IMPROVED Add a "Priority Q" checkbox to the Product form, allowing users to flag Products as Priority. Priority Q will now display Calls linked to a Product flagged as Priority, or that have a Problem Code marked as "priority" (configured in Maintenance > Problem Codes). [24.01.080, US19262945]
8166 25.01 SERVICE SERVICE ADMIN CHANGED Accounting > Admin > Service Admin > Service Coverage Hours. The DELETE icon has been disabled on the Service Coverage Hours screen. This should not be an option. [24.01.041, UR91967963]
8167 25.01 SERVICE SERVICE ADMIN FIXED Accounting > Admin > Service Admin > Service Rate Administration. Service Rate Details grid "Call Type" column now displays up to 20 characters to match General Codes Call Type or Unified Type length restrictions. [24.01.072, US15297202]
8168 25.01 SERVICE SERVICE CONTRACTS CHANGED Print Service Contract Profit print menu option has moved from form print menu to Profit grid. Print Modal will no longer give options for Start Date / End Date. Instead, printing will utilize grid's 'Start' and 'As of Date' filters as report 'Start' and 'End' Dates, respectively. [24.01.101, US25482915]
8169 25.01 SERVICE SERVICE CONTRACTS CHANGED Site Form > Service Contracts tab. In v24, this grid has a 'Summary' checkbox that toggles the grid results between individual items and all Service Contracts. This has been changed in v25 and there are now two separate grids. The top grid contains the details of the Service Contracts linked to the Site (same results as Summary checkbox in v24 being checked). The bottom grid contains details for all Line Items on the selected Service Contract (same results as Summary checkbox in v24 being unchecked, and the grid filtered for a single Service Contract). [24.01.160, US42130865]
8170 25.01 SERVICE SERVICE CONTRACTS CHANGED Customer form > Service Contracts tab. In v24, this grid has a 'Summary' checkbox that toggles the grid results between individual items and all Service Contracts. This has been changed in v25 and there are now 2 separate grids. The top grid contains the details of the Service Contracts linked to the Customer (same results as Summary checkbox in v24 being checked). The bottom grid contains details for all Line Items on the selected Service Contract (same results as Summary checkbox in v24 being unchecked, and the grid filtered for a single Service Contract). [24.01.160, US42130268]
8171 25.01 SERVICE SERVICE CONTRACTS FIXED Service > Service Contract > Extended Menu > Create Renewal Quote/Opp. When creating a Quote from the Service Contract Extended Menu, the Order Type will now always be set to Sale. [24.01.042, UR92599085]
8172 25.01 SERVICE SERVICE CONTRACTS FIXED Order > Approve Order > Create New Service Contract > Add Warranty Master Line Item. Previously, a Warranty Master with a blank DEFREVENUEACCT and blank SERVICEREVENUEACCOUNT would produce an error upon Service Contract Save. This type of Warranty Master will now use the default SERVICEREVENUEACCOUNT for the CompanyNo and allow Contract to Save as expected. [24.01.068, US9595531]
8173 25.01 SERVICE SERVICE CONTRACTS FIXED This change corrects an inconsistency in permission requirements between Orders and Projects when creating a Service Contract from these two locations. Anyone with the appropriate permission (SERVCONT - create) may now create Warranty Service Contracts without needing Project closing permission PROJCLOSE - Exec. [24.01.069, US12648786]
8174 25.01 SERVICE SERVICE CONTRACTS FIXED Service > Service Contract. Contract End Date will now be adjusted based on the Billing Frequency set on the form. [24.01.069, US12442830]
8175 25.01 SERVICE SERVICE CONTRACTS FIXED Projects > Extended Menu > Create Warranty Service Contract. When using AvaTax, 'Ship To' info may now to be different from the Customer on an Order within a Project. Previously, this was not allowed and when attempted, AvaTax lookup failed. [24.01.069, US8107719]
8176 25.01 SERVICE SERVICE CONTRACTS FIXED When saving a Service Contract created from a Project, if any Items have a blank Master No, and a price of $0, they will default to the DEFAULTSERVICEMASTER if set, and will default to the Account Number associated with that Master. [24.01.073, US14575011]
8177 25.01 SERVICE SERVICE CONTRACTS FIXED Accounting > Service Contracts > Global Price Update. Error messaging associated with this action is now more specific, and includes the Service Contract Number and the process to which the action is linked. [24.01.079, US13646084]
8178 25.01 SERVICE SERVICE CONTRACTS FIXED Accounting > Service Contracts > Service Contracts > Ext Menu > Bill Service Contract. Billing will now calculate the correct number of Invoice days and output the correct Prorate amount on yearly and other length Contracts. [24.01.083, US16592149]
8179 25.01 SERVICE SERVICE CONTRACTS FIXED Tracking No. field now appears on the Service Contract header and is automatically generated for all new Service Contracts. This same value will populate the Send Email form. Emails sent with "Archive" flag checked will now correctly appear on the Service Contract's Email tab. [24.01.083, UR99237260]
8180 25.01 SERVICE SERVICE CONTRACTS FIXED Service Contract > Extended Menu > Create Renewal Quote / Opp (creating a Quote from a Service Contract). Sale Type of more than 10 characters is now allowed and carries over to Quote as expected without truncation. [24.01.084, US20705076]
8181 25.01 SERVICE SERVICE CONTRACTS FIXED Service Contract "Next Invoice Date" calculation corrected for Non-Renewing Contracts. For any Service Contract where Renewal Type = 'NONE', the "Next Invoice Date" field should now always be blank if the Billed Thru date is on or after the Contract's End Date. This ensures consistent and predictable behavior regardless of whether the Billed Thru date matches the End Date exactly or is set to the day after. The logic for all other renewal types (e.g., 'AUTO') remains unchanged. [24.01.099, US23459091]
8182 25.01 SERVICE SERVICE CONTRACTS FIXED Service Contract Profitability now properly displays Sales Reps and Contract Type in Summary and Total rows. Additionally, report no longer erroneously displays duplicate Summary or Total rows. [24.01.119, US17716128]
8183 25.01 SERVICE SERVICE CONTRACTS FIXED Service Contracts will no longer auto-expire where Renewal Type = AUTO. These contracts will remain ACTIVE regardless of End Date or Inactive Days settings in Company setup. [24.01.166, US43449162]
8184 25.01 SERVICE SERVICE CONTRACTS FIXED Projects Main Menu > Projects > Extended Menu > Create Warranty Service Contract. Warranty deferred Products created because of an Auto Product Flag will no longer carry a price over to the Order erroneously overinflating Service Contract price. [24.01.169, US44498869]
8185 25.01 SERVICE SERVICE CONTRACTS REMOVED When billing Service Contracts, User will no longer receive warnings about AUTOPRICING - this functionality has been deprecated. [24.01.071, US13530403]
8186 25.01 SERVICE SUBCONTRACTORS REMOVED Service > Service Admin > Subcontractor Admin. The Subcontractor Insurance, License, and Skills forms are deprecated; record editing will now be done directly in the grid. [24.01.120, US20003470]
8187 25.01 SERVICE SUBCONTRACTORS REMOVED Service > Service Admin > Subcontractor Admin > Insurance tab. The Subcontractor Insurance form is deprecated; record editing will now be done directly in the grid. [24.01.120, US32347017]
8188 25.01 SERVICE SUBCONTRACTORS REMOVED Service > Service Admin > Subcontractor Admin > Skills tab. The Subcontractor Skills form is deprecated; record editing will now be done directly in the grid. [24.01.121, US32347005]
8189 25.01 SERVICE SUBCONTRACTORS REMOVED Service > Service Admin > Subcontractor Admin > License tab. The Subcontractor License form is deprecated; record editing will now be done directly in the grid. [24.01.121, US32347015]
8190 25.01 SERVICE WORKFLOW FIXED Workflows > Service Overview Workflow > Active Service Contracts bucket. Bucket will now display summarized data correctly, showing distinct Service Contracts. [24.01.071, US13508101]
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