Release Notes v25.01
Published: 2024.11.08
Latest Update: 2025.10.09
Build range: 24.01 (24.01.040 – 24.01.120)
What’s New v25.01 for feature highlights
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 | 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] | |
| 7603 | 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] | |
| 7604 | 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] |
| 7605 | 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] |
| 7606 | 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] |
| 7607 | 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] |
| 7608 | 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] |
| 7609 | 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] |
| 7610 | 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] |
| 7611 | 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. Users are now able to set the Account Type on Accounts tab grid to ASSET, EQUITY, and LIABILITY in addition to the previous options of INCOME and EXPENSE. [24.01.110, UR70751979] |
| 7612 | 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] |
| 7613 | 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] |
| 7614 | 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] |
| 7615 | 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] |
| 7616 | 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] |
| 7617 | 25.01 | ACCOUNTING | 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] | |
| 7618 | 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] |
| 7619 | 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. [24.01.099, UR70751880] |
| 7620 | 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] |
| 7621 | 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] |
| 7622 | 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] |
| 7623 | 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] |
| 7624 | 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] |
| 7625 | 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] |
| 7626 | 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] |
| 7627 | 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] |
| 7628 | 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] |
| 7629 | 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] |
| 7630 | 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] |
| 7631 | 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] |
| 7632 | 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] |
| 7633 | 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] |
| 7634 | 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] |
| 7635 | 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] |
| 7636 | 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] |
| 7637 | 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] |
| 7638 | 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] |
| 7639 | 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] |
| 7640 | 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] |
| 7641 | 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] |
| 7642 | 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] |
| 7643 | 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] |
| 7644 | 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] |
| 7645 | 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] |
| 7646 | 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] |
| 7647 | 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] |
| 7648 | 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] |
| 7649 | 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] |
| 7650 | 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] | |
| 7651 | 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] |
| 7652 | 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] |
| 7653 | 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] |
| 7654 | 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] |
| 7655 | 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] |
| 7656 | 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] |
| 7657 | 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] |
| 7658 | 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] |
| 7659 | 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. [24.01.106, US24299530] |
| 7660 | 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] |
| 7661 | 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] |
| 7662 | 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] |
| 7663 | 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] |
| 7664 | 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] |
| 7665 | 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] |
| 7666 | 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] |
| 7667 | 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] |
| 7668 | 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] |
| 7669 | 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] |
| 7670 | 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] |
| 7671 | 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] |
| 7672 | 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] |
| 7673 | 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. [24.01.114, US24299513] |
| 7674 | 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] |
| 7675 | 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] |
| 7676 | 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] |
| 7677 | 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." [24.01.109, UR70751894] |
| 7678 | 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] |
| 7679 | 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] | |
| 7680 | 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] | |
| 7681 | 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] | |
| 7682 | 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] | |
| 7683 | 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] | |
| 7684 | 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] | |
| 7685 | 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] | |
| 7686 | 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?" [24.01.110, US30215781] | |
| 7687 | 25.01 | GENERAL | IMPROVED | Added new component for Dashboard / Form design - drag and drop resizing. [24.01.110, US24781590] | |
| 7688 | 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] | |
| 7689 | 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. [24.01.099, US22252090] |
| 7690 | 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] |
| 7691 | 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] |
| 7692 | 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] |
| 7693 | 25.01 | GENERAL | API | IMPROVED | Ask Q - Azure OpenAI. API now supports o1-mini and o1-preview. [24.01.062, US3319256] |
| 7694 | 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] |
| 7695 | 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] |
| 7696 | 25.01 | GENERAL | BACKGROUND JOBS | IMPROVED | Improved Email Alert batch processing time. [24.01.074, US15718038] |
| 7697 | 25.01 | GENERAL | CALLS | REMOVED | External User > Toolbar Menu > Service > Active Calls. Menu option icon has been removed. [24.01.119, UR70751868] |
| 7698 | 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] |
| 7699 | 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] |
| 7700 | 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] |
| 7701 | 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] |
| 7702 | 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] |
| 7703 | 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] |
| 7704 | 25.01 | GENERAL | CUSTOMER | CHANGED | Customer Create process will no longer assign a default Collection Queue. [24.01.043, UR92946319] |
| 7705 | 25.01 | GENERAL | CUSTOMER | CHANGED | External User > Customers > Sites. External Users may no longer view "Inactive" records. [24.01.053, UR96781758] |
| 7706 | 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] |
| 7707 | 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] |
| 7708 | 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] |
| 7709 | 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] |
| 7710 | 25.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Document forms now function at expected speed without excessive loading delay. [24.01.053, UR94456021] |
| 7711 | 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] |
| 7712 | 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] |
| 7713 | 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] |
| 7714 | 25.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Any form with Documents grid. File preview pane now clears previous preview upon record change / record deletion. [24.01.110, US30025102] |
| 7715 | 25.01 | GENERAL | 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] | |
| 7716 | 25.01 | GENERAL | 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] | |
| 7717 | 25.01 | GENERAL | 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] | |
| 7718 | 25.01 | GENERAL | 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] | |
| 7719 | 25.01 | GENERAL | 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] | |
| 7720 | 25.01 | GENERAL | IMPROVED | Improved email attachment accessibility. [24.01.067, US4407536] | |
| 7721 | 25.01 | GENERAL | REMOVED | Maintenance > Email Account Admin > Extended Menu. Email Password Update and Import Email Q removed. These items have been deprecated. [24.01.109, US20003189] | |
| 7722 | 25.01 | GENERAL | 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] | |
| 7723 | 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] |
| 7724 | 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] |
| 7725 | 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] |
| 7726 | 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] |
| 7727 | 25.01 | GENERAL | EXPENSES | IMPROVED | Expense form. Approval Grid AND Review Grid. Added columns "Amount" and "Tax Amount." [24.01.065, US6565137] |
| 7728 | 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] |
| 7729 | 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. [24.01.060, UR78173046] |
| 7730 | 25.01 | GENERAL | GANTT CHART | IMPROVED | 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. [24.01.118, US31545227] |
| 7731 | 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] |
| 7732 | 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] |
| 7733 | 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] |
| 7734 | 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] |
| 7735 | 25.01 | GENERAL | GRIDS | FIXED | Grid Documents > Document Preview option now functions as expected when filter set is utilized. [24.01.067, US8516628] |
| 7736 | 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] |
| 7737 | 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] |
| 7738 | 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] |
| 7739 | 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] |
| 7740 | 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] |
| 7741 | 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] |
| 7742 | 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] |
| 7743 | 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] |
| 7744 | 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] |
| 7745 | 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] |
| 7746 | 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] |
| 7747 | 25.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Q360API User Types now check permissions throughout the system as expected. [24.01.058, UR99068575] |
| 7748 | 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] |
| 7749 | 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] |
| 7750 | 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] |
| 7751 | 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] |
| 7752 | 25.01 | GENERAL | QUICK SEARCH | FIXED | Inactive sites no longer erroneously appear in Quick Search results. [24.01.069, US1948618] |
| 7753 | 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] |
| 7754 | 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] |
| 7755 | 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] |
| 7756 | 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] |
| 7757 | 25.01 | GENERAL | SITE | FIXED | Site form > Branch drop down menu. Inactive Branches will no longer be available for selection. [24.01.058, UR97700995] |
| 7758 | 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] |
| 7759 | 25.01 | GENERAL | TASK LIST | FIXED | Funnel Opportunity Item Task now properly returns the Assignee from the Funnel Opportunity Item. [24.01.103, US25879459] |
| 7760 | 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] |
| 7761 | 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] |
| 7762 | 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] |
| 7763 | 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] |
| 7764 | 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] |
| 7765 | 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] |
| 7766 | 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] |
| 7767 | 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] |
| 7768 | 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] |
| 7769 | 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] |
| 7770 | 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] |
| 7771 | 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] |
| 7772 | 25.01 | HR | TIME BILL | FIXED | Projects > Post Time Bill Records. User ID and Date order now sequencing properly. [24.01.066, US7703726] |
| 7773 | 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] |
| 7774 | 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] |
| 7775 | 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] |
| 7776 | 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] |
| 7777 | 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] | |
| 7778 | 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] |
| 7779 | 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] |
| 7780 | 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] |
| 7781 | 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] |
| 7782 | 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] |
| 7783 | 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] |
| 7784 | 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] |
| 7785 | 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] |
| 7786 | 25.01 | INVENTORY | ORDERS | FIXED | Tech Inventory will now properly honor Service Rates (discounts) as configured. [24.01.099, US22504335] |
| 7787 | 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] |
| 7788 | 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] |
| 7789 | 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] |
| 7790 | 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] |
| 7791 | 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] |
| 7792 | 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] |
| 7793 | 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] |
| 7794 | 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] |
| 7795 | 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] |
| 7796 | 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] |
| 7797 | 25.01 | INVENTORY | PURCHASE ORDERS | FIXED | Freight (F Type) items may now be added to a Drop Ship Purchase Order. [24.01.068, US9592403] |
| 7798 | 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] |
| 7799 | 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] |
| 7800 | 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] |
| 7801 | 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] |
| 7802 | 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] |
| 7803 | 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] |
| 7804 | 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] |
| 7805 | 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] |
| 7806 | 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] |
| 7807 | 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] |
| 7808 | 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] |
| 7809 | 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] |
| 7810 | 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] |
| 7811 | 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] |
| 7812 | 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] |
| 7813 | 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] |
| 7814 | 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] |
| 7815 | 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] |
| 7816 | 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] |
| 7817 | 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] |
| 7818 | 25.01 | NOTICE | 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] |
| 7819 | 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] | |
| 7820 | 25.01 | PROJECTS | CHANGED | Projects > SOV > SOV Items > Master (RETENTION NON-TAXABLE). Items no longer incorrectly include Retention Invoice amount. [24.01.109, US29093617] | |
| 7821 | 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] | |
| 7822 | 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] | |
| 7823 | 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] | |
| 7824 | 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] | |
| 7825 | 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] | |
| 7826 | 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] | |
| 7827 | 25.01 | PROJECTS | FIXED | Project SOV Invoices now update properly to reflect credited value. [24.01.110, US30021246] | |
| 7828 | 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] |
| 7829 | 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] |
| 7830 | 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] |
| 7831 | 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] |
| 7832 | 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] |
| 7833 | 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] |
| 7834 | 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] |
| 7835 | 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] |
| 7836 | 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] |
| 7837 | 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] |
| 7838 | 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] |
| 7839 | 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] |
| 7840 | 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] |
| 7841 | 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] |
| 7842 | 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] |
| 7843 | 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] |
| 7844 | 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] |
| 7845 | 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] |
| 7846 | 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] |
| 7847 | 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] |
| 7848 | 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] |
| 7849 | 25.01 | PROJECTS | ORDERS | FIXED | Projects > Project > Extended Menu > Create Warranty Service Contract. Cancelled Warranty Lines are now properly excluded. [24.01.064, US4612912] |
| 7850 | 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] |
| 7851 | 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. [24.01.119, US32347311] |
| 7852 | 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] |
| 7853 | 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] |
| 7854 | 25.01 | PROJECTS | REVENUE | CHANGED | Project > Profit tab > Earned Column > Labor link. Date column name changed to GLDate. [24.01.067, US9218547] |
| 7855 | 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] |
| 7856 | 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] |
| 7857 | 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] |
| 7858 | 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] |
| 7859 | 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] |
| 7860 | 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] |
| 7861 | 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] |
| 7862 | 25.01 | PROJECTS | REVENUE | FIXED | Projects > Project Profit > Un-Earned Revenue no longer provides a mismatch with JobClostClass. [24.01.110, US30021256] |
| 7863 | 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] |
| 7864 | 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] |
| 7865 | 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] |
| 7866 | 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] |
| 7867 | 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] |
| 7868 | 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] |
| 7869 | 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] |
| 7870 | 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] |
| 7871 | 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] |
| 7872 | 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] |
| 7873 | 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] |
| 7874 | 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] |
| 7875 | 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] |
| 7876 | 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] |
| 7877 | 25.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Customer Profitability Report. Customer Profitability Report now accounts for Voucher Totals. [24.01.060, UR91970935] |
| 7878 | 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] |
| 7879 | 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] |
| 7880 | 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] |
| 7881 | 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] |
| 7882 | 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] |
| 7883 | 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] |
| 7884 | 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] |
| 7885 | 25.01 | REPORTS | LIVE DATA REPORTS | FIXED | Added Master Cost and Master Extended Cost fields to LDView_PurchaseItem [24.01.072, US15297338] |
| 7886 | 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] |
| 7887 | 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] |
| 7888 | 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] |
| 7889 | 25.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data> LDView_OrderItem. Added Project CloseDate column. [24.01.065, US6563443] |
| 7890 | 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] |
| 7891 | 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] |
| 7892 | 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] |
| 7893 | 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] |
| 7894 | 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] |
| 7895 | 25.01 | SALES | COMMISSIONS | IMPROVED | Sales > Quick Views > Sales Bookings. Added columns for Commission splits for Sales Reps 1-3. [24.01.055, UR94671459] |
| 7896 | 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] |
| 7897 | 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] |
| 7898 | 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] |
| 7899 | 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] |
| 7900 | 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. [24.01.110, US28878311] |
| 7901 | 25.01 | SALES | FUNNELS | FIXED | Email Alert Setup > Funnel Items. Funnel Item Title will properly display each time (previously intermittent). [24.01.069, US10464568] |
| 7902 | 25.01 | SALES | GENERAL CODES | IMPROVED | Sale Type character limit has been expanded to 20 characters. [24.01.042, UR92282540] |
| 7903 | 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] |
| 7904 | 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] |
| 7905 | 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] |
| 7906 | 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] |
| 7907 | 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] |
| 7908 | 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] |
| 7909 | 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] |
| 7910 | 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] |
| 7911 | 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] |
| 7912 | 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] |
| 7913 | 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] |
| 7914 | 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] |
| 7915 | 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] |
| 7916 | 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] |
| 7917 | 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] |
| 7918 | 25.01 | SALES | ORDERS | FIXED | Master of Type Kit description field now allows up to 200 characters. [24.01.069, US11926847] |
| 7919 | 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] |
| 7920 | 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] |
| 7921 | 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] |
| 7922 | 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] |
| 7923 | 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] |
| 7924 | 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] |
| 7925 | 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] |
| 7926 | 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] |
| 7927 | 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] |
| 7928 | 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] |
| 7929 | 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] |
| 7930 | 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] |
| 7931 | 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] |
| 7932 | 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] |
| 7933 | 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] |
| 7934 | 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] |
| 7935 | 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] |
| 7936 | 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] |
| 7937 | 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] |
| 7938 | 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] |
| 7939 | 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] |
| 7940 | 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] |
| 7941 | 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] |
| 7942 | 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] |
| 7943 | 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. [24.01.099, UR70751850] |
| 7944 | 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] |
| 7945 | 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] |
| 7946 | 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] |
| 7947 | 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] |
| 7948 | 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] |
| 7949 | 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] |
| 7950 | 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] |
| 7951 | 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] |
| 7952 | 25.01 | SERVICE | CALLS | FIXED | Sales > Orders > Order > CALL. Dispatch Q column on Dispatch table now allows 20 characters. [24.01.051, UR95635628] |
| 7953 | 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] |
| 7954 | 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] |
| 7955 | 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] |
| 7956 | 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] |
| 7957 | 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] |
| 7958 | 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] |
| 7959 | 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] |
| 7960 | 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] |
| 7961 | 25.01 | SERVICE | CALLS | FIXED | Mobile View > Service > Help Desk > Call with linked Product(s). Form now loads without error. [24.01.079, US19152192] |
| 7962 | 25.01 | SERVICE | CALLS | FIXED | Order Total now calculates properly on Approved Orders Linked to Fixed Fee Calls. [24.01.083, US18447921] |
| 7963 | 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] |
| 7964 | 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] |
| 7965 | 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. [24.01.118, US32231922] |
| 7966 | 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] |
| 7967 | 25.01 | SERVICE | CALLS | REMOVED | External User > Toolbar Menu > Service > Inactive Calls. Icon removed. [24.01.119, UR70751866] |
| 7968 | 25.01 | SERVICE | CALLS | REMOVED | External User > Toolbar Menu > Service > New Call. Icon removed. [24.01.119, UR70751864] |
| 7969 | 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] |
| 7970 | 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] |
| 7971 | 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] |
| 7972 | 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] |
| 7973 | 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] |
| 7974 | 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] |
| 7975 | 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. [24.01.076, US11248582] |
| 7976 | 25.01 | SERVICE | DISPATCH Q | FIXED | Service > Recurring Dispatches. Manually running Recurring Dispatches will no longer produce inappropriate error message. [24.01.099, US23380805] |
| 7977 | 25.01 | SERVICE | FIXED | Service > Dispatch > Send Dispatch Email. Emails now display correct Start Date and End Date. [24.01.058, UR99074454] | |
| 7978 | 25.01 | SERVICE | 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] | |
| 7979 | 25.01 | SERVICE | IMPROVED | Email Template DISPATCHCALL. Added field (token) to identify user who dispatched call. [24.01.066, US8514632] | |
| 7980 | 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] |
| 7981 | 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] |
| 7982 | 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] |
| 7983 | 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] |
| 7984 | 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] |
| 7985 | 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] |
| 7986 | 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] |
| 7987 | 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] |
| 7988 | 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] |
| 7989 | 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] |
| 7990 | 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] |
| 7991 | 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] |
| 7992 | 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] |
| 7993 | 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] |
| 7994 | 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] |
| 7995 | 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] |
| 7996 | 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] |
| 7997 | 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] |
| 7998 | 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] |
| 7999 | 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] |
| 8000 | 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] |
| 8001 | 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] |