Published: March 19, 2021
Updated: June 10, 2021, Oct 15, 2021, Nov 3, 2021, Dec 8, 2021
Build range: 21.01 (10.03.020 – 10.03.100), 21.02 (21.01.020 – 21.01.059) , 21.03 (21.02.020 – 21.02.063)
This is the complete list of release notes for Q360 versions 21.01, 21.02 and 21.03. For advisories, see Release Notes v21 Advisories.
See What’s New v21.03 for feature highlights. For the previous major releases, see What’s New v21.01 and What’s New v21.02.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 2967 | 21.01 | Notice | Microsoft | Changed | HTTP is no longer supported for accessing the web client. HTTPS must be used instead. (Web, 10.03.020, N/A) |
| 2968 | 21.01 | Sales | Opportunity | Added | The extended menu option Create Expense Item is added (Web, 10.03.063, UQ51855648) |
| 2969 | 21.01 | Sales | Opportunity | Added | The Gross Profit field is added to the form. Currently, this field is informational and contains no business logic. (Web, 10.03.080, UQ57407100) |
| 2970 | 21.01 | Sales | Opportunity | Added | The RMR field now display the correct currency symbol (Web, 10.03.027, UQ51793450) |
| 2971 | 21.02 | Sales | Opportunity | Fixed | Funnel items can be completed as expected. Previously, the option might have been grayed out. (Web, 21.01.037, UQ63217796) |
| 2972 | 21.01 | Sales | Opportunity | Fixed | Funnel sub-steps can now me marked as unread as expected (Web, 10.03.100, UQ60587415) |
| 2973 | 21.01 | Sales | Opportunity | Fixed | Navigating through records in the Contact tab using the arrow bottons, updates the record details as expected (Web, 10.03.100, UQ60609225) |
| 2974 | 21.03 | Sales | Opportunity | Fixed | Sales Opportunity > Document tab > document grid > select filter checkbox "All" to include display of linked quote document of type "URL": fixed a linked Quote's document URL can now be viewed from the sales opportunity. (Web, 21.02.059, UQ75324514) |
| 2975 | 21.03 | Sales | Opportunity | Fixed | Setting the Sale Type field in Quick Data Entry is reflected in new Opportunity records as expected (Web, 21.02.025, UQ67845323) |
| 2976 | 21.01 | Sales | Opportunity | Fixed | The Opportunity Reminder modal width is reduced for improved usability (Web, 10.03.065, UQ56464856) |
| 2977 | 21.03 | Sales | Opportunity | Fixed | The Quotes tab will now only display linked Quotes and not orders for customized grids. This is due to the fact that the procedure Get_QuotesByOppor is unable to link both quote and order data on the same grid. (Web, 21.02.026, UQ68211113) |
| 2978 | 21.02 | Sales | Opportunity | Fixed | The Standard Single Opportunity report now prints as expected (Web, 21.01.037, UQ63216342) |
| 2979 | 21.01 | Sales | Opportunity | Improved | Probabilities and funnel positions are now controlled by configuration settings for improved accuracy and to eliminate the need for customization. Note the following:
|
| 2980 | 21.01 | Sales | Opportunity | Improved | The Funnel sub-tab now refreshes automatically when using the extended menu option Mark a Complete. Previously, the user needed to manually refresh the grid. (Web, 10.03.068, UQ56849168) |
| 2981 | 21.01 | Sales | Opportunity | Improved | The SOW tab now uses global comments instead of templates for adding predefined text. Also note the following:
|
| 2982 | 21.03 | Sales | Quick Data Entry | Fixed | The Company No is automatically set to the user's default company as expected when creating new opportunites (Web, 21.02.038, UQ71280686) |
| 2983 | 21.01 | Sales | Quote | Added | The Line Items tab extended menu option Set Request Date is added, allowing users to update the request date of the selected line items (Web, 10.03.079, UQ57407104) |
| 2984 | 21.01 | Sales | Quote | Fixed | Added Update_BIDataDaily to Core RESQDaily routine. Default is on. (Web, 10.03.032, UQ52585246) |
| 2985 | 21.01 | Sales | Quote | Fixed | D-Tools importing and exporting can now be done when the quote is in the REJECTED status (Web, 10.03.097, UQ59898462) |
| 2986 | 21.01 | Sales | Quote | Fixed | Error displays as expected when importing master items fails (Web, 10.03.094, UQ59594190) |
| 2987 | 21.03 | Sales | Quote | Fixed | Importing D-Tools no longer displays an unnecessary error. This issue was previously caused by Q360API_QuoteItem_Save. (Web, 21.02.026, UQ68392779) |
| 2988 | 21.01 | Sales | Quote | Fixed | Importing line items now includes comments as expected (Web, 10.03.041, UQ53711196) |
| 2989 | 21.01 | Sales | Quote | Fixed | Issues with importing specific kinds of line items and data are resolved (Web, 10.03.068, UQ56850188) |
| 2990 | 21.03 | Sales | Quote | Fixed | Items linked to master profiles will now refresh their prices according to default price list applied to the master profile (Web, 21.02.032, UQ69557979) |
| 2991 | 21.01 | Sales | Quote | Fixed | Line items that are of the A, Q, or K type can no longer have a negative price or cost (Web, Windows, 10.03.062, UQ55949885) |
| 2992 | 21.03 | Sales | Quote | Fixed | Quote / Order > Profit Summary grid: added currency symbols that are consistent with the Quote/Order's currency; previously system displayed the profit summary in the associated companyno's default currency, regardless of the currency of the Quote/Order. (Web, 21.02.055, UQ72199127) |
| 2993 | 21.03 | Sales | Quote | Fixed | Quote extended menu "Copy Quote": system now copies over the original quote's ByPassAutoAddFlag; previously the default behavior on copied quote was set to "N" (unchecked). (Web, 21.02.059, UQ75324812) |
| 2994 | 21.03 | Sales | Quote | Fixed | Quotes/Orders > Line Item Ext Menu > "Update Group Fields" and "Update WBS" now function when the Quote/Order is in an editable mode. (Web, 21.02.048, UQ72742612) |
| 2995 | 21.01 | Sales | Quote | Fixed | Replacing an unverified item no longer caused the Order Item description to be overwritten (Web, 10.03.089, UQ59068496) |
| 2996 | 21.02 | Sales | Quote | Fixed | Right clicking highlighted values to get a sum value in the Qty column no longer rounds if decimal values exist where permitted and being actual sum (Web, 21.01.054, UQ64212549) |
| 2997 | 21.02 | Sales | Quote | Fixed | The extended menu option Set Fixed Price is now enabled for quote sin the CONFIRMED status (Web, 21.01.021, UQ59138818) |
| 2998 | 21.01 | Sales | Quote | Fixed | The Line Items tab Qty column can now be edited as expected when the item is linked to a PO, CCO, or the Alloc. box in the Details sub-tab is checked (Web, 10.03.051, UQ54543732) |
| 2999 | 21.02 | Sales | Quote | Fixed | The Line Items tab, right click, sum option will no longer round if decimal values exist where permitted and being actual sum (Web, 21.01.044, UQ64212549) |
| 3000 | 21.03 | Sales | Quote | Fixed | The Profit tab now displays the correct currency symbols (Web, 21.02.042, UQ72199127) |
| 3001 | 21.01 | Sales | Quote | Fixed | The Total details in the form correctly display after line item importing is canceled (Web, 10.03.056, UQ55151550) |
| 3002 | 21.02 | Sales | Quote | Fixed | The vendor part number is populated when the item is added by way of an auto add rule (Web, 21.01.023, UQ61278430) |
| 3003 | 21.03 | Sales | Quote | Fixed | Upon saving the form, the system will check to ensure a tracking number exists. If a tracking number does not exist, one wil be automatically generated. (Web, 21.02.038, UQ71280889) |
| 3004 | 21.02 | Sales | Quote | Fixed | When line items are copied from one quote to another, the branch details are automatically updated (Web, 21.01.021, UQ60010924) |
| 3005 | 21.03 | Sales | Quote | Fixed | When selecting the Import From D-Tools extended menu option, the error "All queries combined using a UNION, INTERSECT or EXCEPT operator must have an equal number of expressions in their target lists." no longers displays (Web, 21.02.032, UQ68392779) |
| 3006 | 21.02 | Sales | Quote | Fixed | When using the extended menu option Set Fixed Price, if the input price cannot be mathematically achieved with the MONEYDECIMALS configuration a warning displays and is set it as closely as possible. (Web, 21.01.039, UQ63652839) |
| 3007 | 21.01 | Sales | Quote | Improved | The extended menu option Refresh Line Item Prices and Costs now includes MSRP in the update where possible (Web, 10.03.062, UQ55951875) |
| 3008 | 21.01 | Sales | Quote | Improved | The SOW tab now uses global comments instead of templates for adding predefined text. Also note the following:
|
| 3009 | 21.02 | Sales | Quote | Improved | Various areas in the form are updated to use the Branch Standard Cost if the Price Override flag is set. This change is intended for the primary use of allowing different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. (Web, 21.01.040, UQ63302411) |
| 3010 | 21.01 | Sales | Quote | Improved | Various fields can now be edited for records in the APPROVEQ and AUTHORIZED status. (Web, 10.03.083, UQ24631435) |
| 3011 | 21.01 | Sales | Quote | Removed | The Default Price Level drop-down box is removed from the Line Items tab, Quick List filter tab, as it is currently not in use (Web, 10.03.096, UQ59728974) |
| 3012 | 21.03 | Sales | Quote/Order | Changed | Quote/Order extended menu: added "Refresh Line Items"; removed these 3 options "Refresh Line Item Prices and Costs", "Refresh Line Item Costs Only", and "Refresh Line Item Costs on Q and A Only". Master Profile: added "MSRP" field. Quote/Order Line Item grid: i) added two new columns "Price Level" and "Ext. MSRP"; ii) changed column "MSRP" to be editable. If MSRP value is edited, system will update the "Ext. MSRP" cell as well as the price if the discount percentage is set. The formula for determining a new price is MSRP * (1 - (Discount % / 100)). (Web, 21.02.059, UQ68301625) |
| 3013 | 21.03 | Sales | Quote/Order | Fixed | Quote/Order > Line Items tab > grid "Cost" Cell: fixed rounding issue so "standard cost" is now rounded to the money decimal config when determining the cell highlighting color, ensuring consistency with value visible on the front end interface. (Web, 21.02.059, UQ75241762) |
| 3014 | 21.03 | Sales | Sales | Added | Added Extended Menu to option to remove NO BILL from order Items (Web, 21.02.048, UQ69123151) |
| 3015 | 21.01 | Sales | Funnel | Fixed | An open funnel definition item opens in a separate window as expected. Previously, it would replace the Funnel form. (Web, 10.03.030, UQ52243418) |
| 3016 | 21.01 | Sales | Quote Authorization | Fixed | Adding a new quote authorization rule no longer causes the main Quote Authorization Rule List form to disappear (Web, 10.03.034, UQ52763260) |
| 3017 | 21.01 | Sales | Quote Authorization | Fixed | CCO quote cost checking now occurs also during the confirmation step instead of the conversion to order process. This prevents the quote from having to be put back the DATAENTRY status. (Web, 10.03.048, UQ54352799) |
| 3018 | 21.03 | Sales | Quote Authorization | Fixed | Quote Authorization Rules now pay attention to the Contype used within the rule. (Web, 21.02.050, UQ70735039) |
| 3019 | 21.02 | Sales | Sales Bookings | Fixed | The from is updated to display the correct Amount, Cost and Margin details for orders that are converted from quotes (Web, 21.01.041, UQ63747462) |
| 3020 | 21.01 | Sales | Sales Forecast | Added | The Gross Profit column is added. Currently, this field is informational and contains no business logic. (Web, 10.03.080, UQ57407100) |
| 3021 | 21.03 | Sales | Sales Forecast | Fixed | Fixed so the Probability column in the Sales Forecast grid is editable based on the configuration value 'FUNNELPHASEPROBABILITY', which determines if the column is editable or not. Also if the opportunity is tied to a Funnel definition then the editability is based on whether the phases in the Funnel definition have the probability set. (Web, 21.02.054, UQ72199729) |
| 3022 | 21.01 | Sales | Sales Forecast | Fixed | The form now loads without unexpected errors (Web, 10.03.054, UQ54544042) |
| 3023 | 21.03 | Sales | Sales Forecast | Fixed | The probability column is no longer editable (Web, 21.02.043, UQ72199729) |
| 3024 | 21.01 | Sales | Sales Forecast | Improved | The method is changed for determining which activities to include in the output (Web, 10.03.061, UQ55688371) |
| 3025 | 21.02 | Sales | Sales Group | Fixed | Deleting a sales group also deletes child records as well (Web, 21.01.021, UQ61032078) |
| 3026 | 21.01 | Sales | Sales Opportunity Review | Fixed | The Duration column is added, displaying the number of days between the add date, and the won/lost date. If the won/lost date is not populated, the system displays the currents date to calculate the difference. (Web, 10.03.023, UQ51277035) |
| 3027 | 21.01 | Sales | Sales Opportunity Review | Improved | The output now includes quotes with APPROVEQ status as part of the Quoted list (Web, 10.03.062, UQ55997340) |
| 3028 | 21.01 | Sales | Sales Score Setup | Added | The Sales Score Setup form is added to the web client (Web, 10.03.031, UQ52409080) |
| 3029 | 21.03 | Project | Check Project Close | Changed | Expense records can no longer be opened from this grid (Web, 21.02.028, UQ68580153) |
| 3030 | 21.03 | Project | Gantt chart | Added | Gantt Chart: added an "Export Gantt Chart" button to export the data in a MS-Excel format (similar to a grid export to XLS) while maintaining column sequence and width, and row sequence. (Web, 21.02.060, UQ74350283) |
| 3031 | 21.03 | Project | Project | Added | Added Review Project Expenses form (to view expenses for projects managed by the current user) and corresponding new bucket "Expenses to Approve" to Workflow > My Projects Workflow, and new Email Template Admin with EXP_REJECTED type. Added new permission PROJEXP - View, Exec to view the form and use extended menu options, respectively. EXPENADMIN -View: existing permission, where - View - allows you to see the details and user def subtabs on Project > Expenses and the new Review Project Expenses forms. - Also allows you to see a "Project Manager" filter on the new Review Project Expenses forms. Otherwise, you can only see expenses for projects that you are managing. (Web, 21.02.054, UQ74275103) |
| 3032 | 21.03 | Project | Project | Added | Project Form > Expense Tab: added Document sub tab (Web, 21.02.052, UQ62213846) |
| 3033 | 21.01 | Project | Project | Added | The configuration setting INITPROJWBSFROMORDER is added. When ON, projects created from approving an order will attempt to automatically populate the estimated effort of tasks from total qty of corresponding estimated labor on the order, using exact matching between the order line item WBS and task WBS. The default setting is OFF. (Web, 10.03.059, UQ55357122) |
| 3034 | 21.01 | Project | Project | Added | The extended menu option Create Expense Item is added (Web, 10.03.063, UQ51855648) |
| 3035 | 21.01 | Project | Project | Added | The SOW tab is added and displays opportunity and approved order details in read only format (Web, 10.03.029, UQ52284207) |
| 3036 | 21.01 | Project | Project | Added | The View Access Info (lock icon) option is added to the address field (Web, 10.03.065, UQ56358711) |
| 3037 | 21.03 | Project | Project | Changed | Project > Materials > Ext menu > "Create Product For Selected Items" or "Add Selected to Existing Product": system no longer includes non A/Q/ K item types - even if they were selected in the Materials grid. (Web, 21.02.054, UQ74345467) |
| 3038 | 21.02 | Project | Project | Changed | The Task Console, Project Console, and Project Gantt chart forms are deprecated in the windows client (Windows, 21.01.026, UQ61280996) |
| 3039 | 21.03 | Project | Project | Fixed | Billing 100% of a project from an invoice task now ensures the total invoiced matches the total projected (Web, 21.02.035, UQ70171214) |
| 3040 | 21.01 | Project | Project | Fixed | Fields in the User tab are no longer blanked out when updates are made in the SOV tab (Windows, 10.03.026, UQ51604822) |
| 3041 | 21.01 | Project | Project | Fixed | Foreign exchange details now display consistently between the Project form Profit tab and the Project Status report (Web, Windows, 10.03.024, UQ50385318) |
| 3042 | 21.01 | Project | Project | Fixed | ICO items that are invoiced prior to shipping and sales clearing are now undone when the ICO is confirmed, when the Project WIP and Deferred Revenue boxes are unchecked (Web, 10.03.064, UQ56191409) |
| 3043 | 21.03 | Project | Project | Fixed | Invoice tasks with a billing type of PERCENT can no longer be billed while the project has unposted invoices (Web, 21.02.042, UQ70734024) |
| 3044 | 21.03 | Project | Project | Fixed | Orders linked to projects can no longer be marked as NO_BILL (Web, 21.02.026, UQ68042801) |
| 3045 | 21.03 | Project | Project | Fixed | Printing an invoice based on SOV no longer displays WCP in the line item description (Web, 21.02.026, UQ68390682) |
| 3046 | 21.03 | Project | Project | Fixed | Project extended menu "Merge a Project into this Project": system now blocks the two projects from merging if SOV exists and SOV invoices exist - otherwise system updates link on SOVItem for the new project. (Web, 21.02.059, UQ67645606) |
| 3047 | 21.03 | Project | Project | Fixed | Project extended menu options: disabled "Post Project COGS" and "Post Project Revenue" for a project where its "Defer Revenue Flag" is unchecked, i.e. its project revenue is not deferred therefore those 2 options are not applicable. (Web, 21.02.052, UQ70841208) |
| 3048 | 21.01 | Project | Project | Fixed | Scrolling issues within the form are resolved (Web, 10.03.088, UQ59067366) |
| 3049 | 21.02 | Project | Project | Fixed | Site information now stays consistent with project site information when manually applying a project template (Web, 21.01.038, UQ63039737) |
| 3050 | 21.03 | Project | Project | Fixed | Splitting a returned Item no longer causes issues with posting COGS (Web, 21.02.022, UQ66678027) |
| 3051 | 21.01 | Project | Project | Fixed | The Actual Hours grid displays the expected time bill results when opening from the Profit tab, Actual column, Hours link (Web, Windows, 10.03.081, UQ58214251) |
| 3052 | 21.01 | Project | Project | Fixed | The configuration setting KEEPSTATUSONPROJFROMORDER is added to control the status applied to new projects that are generated from a project template. The OFF option (default) matches the previous behavior. The ON option keeps the status of the newly created project the same as the template, instead of DATAENTRY. (Web, 10.03.082, UQ58280043) |
| 3053 | 21.02 | Project | Project | Fixed | The Contact field now displays the expected information (Web, 21.01.036, UQ63107404) |
| 3054 | 21.02 | Project | Project | Fixed | The Events tab options Email Manager and Email Team options now sends email content as expected (Web, 21.01.051, UQ65437410) |
| 3055 | 21.01 | Project | Project | Fixed | The extended menu option Email Task now works as expected based on the configuration setting EMAILQDEFAULTREPLYTO (Web, 10.03.024, UQ51418384) |
| 3056 | 21.02 | Project | Project | Fixed | The extended menu option Mark as Substantially Complete no longer assings items with a RETURNED status when creating products (Web, 21.01.031, UQ62606586) |
| 3057 | 21.01 | Project | Project | Fixed | The Material tab extended menu options are accessible when the the Project window is resized to tall and narrow (Web, 10.03.097, UQ59898726) |
| 3058 | 21.01 | Project | Project | Fixed | The Material tab no longer displays an error when a group value contains an apostrophe character (Web, 10.03.029, UQ52240629) |
| 3059 | 21.01 | Project | Project | Fixed | The Profit tab now correctly calculates exchange rates, cancelled orders, and cancelled order items when a project includes sub-projects (Web, 10.03.092, UQ59422708) |
| 3060 | 21.01 | Project | Project | Fixed | The Profit tab now correctly calculates Warranty when a project includes sub-projects (Web, 10.03.092, UQ59422708) |
| 3061 | 21.01 | Project | Project | Fixed | The Projected vs. Actual Hours report no longer displays double labor for inter-company time bills (Web, Windows, 10.03.041, UQ53658280) |
| 3062 | 21.01 | Project | Project | Fixed | The SOV tab Invoices sub-tab now opens project invoices in a new window as expected (Web, 10.03.060, UQ55625188) |
| 3063 | 21.01 | Project | Project | Fixed | The SOV tab SOV Items tab now displays correct total calculations at the bottom of the grid (Web, 10.03.029, UQ52284463) |
| 3064 | 21.01 | Project | Project | Fixed | The SOW tab no longer adds unnecessary line breaks (Web, 10.03.065, UQ56173525) |
| 3065 | 21.02 | Project | Project | Fixed | The Standard Project Progress report excludes cancelled orders and voided invoices, as expected (Web, 21.01.037, UQ63301915) |
| 3066 | 21.03 | Project | Project | Fixed | The Task grid no longer refreshes when adding or deleting tasks (Web, 21.02.022, UQ66749359) |
| 3067 | 21.01 | Project | Project | Fixed | The Task tab no longer displays the Effort, Assigned, and Actual columns for external users (Web, 10.03.037, UQ53126740) |
| 3068 | 21.01 | Project | Project | Fixed | The Title field for projects displays as expected (Windows, 10.03.029, UQ52240771) |
| 3069 | 21.01 | Project | Project | Fixed | When a project in in the POST state, the perfect complete details are accurately reflected in the Profit tab and in various reports (Web, Windows, 10.03.096, UQ59730229) |
| 3070 | 21.01 | Project | Project | Fixed | When clicking the Hours link in the Projected and Actual columns, the Time Billed column in the grid displays two decimal places as expected (Web, 10.03.047, UQ53948600) |
| 3071 | 21.03 | Project | Project | Fixed | When creating a project from and order, the system now matches L type items only to WBS line in project tasks as expected. Previously, the QTY from the order item was summed regardless of item type and then applied to effort when the WBS codes matched. This issue occurred when configuration option INITPROJWBSFROMORDER was set to ON. (Web, 21.02.032, UQ69722984) |
| 3072 | 21.02 | Project | Project | Fixed | When the Deferred Revenue Flag option is checked, the Create Closing Entry process now ensures that projected revenue equals earned revenue as a final step. (Web, 21.01.050, UQ62214000) |
| 3073 | 21.03 | Project | Project | Improved | Enhanced substantial complete process, creation of Product, and creation of Service Contract. - Changed behaviour for pre-existing Project extended menu options for: a) "Mark as Substantially Complete" (now prompts user for the installation date and populates on Project header); and b) "Create Warranty Service Contract" (now displays all products/systems and warranty Items from which user can select to add to an existing or new Service Contract, thereby allowing for the creation of multiple service contracts from a single project. - Added config 'PROJINVINCLUDEWARRANTY' (default OFF) to define if warranty items are to be included/excluded on the project invoice created from an invoice task. (Web, 21.02.047, UQ69120643) |
| 3074 | 21.01 | Project | Project | Improved | The Material tab now contains the Order Ext. column (Web, 10.03.087, UQ58991668) |
| 3075 | 21.02 | Project | Project | Improved | The print option Print Project Profit is added (Web, 21.01.049, UQ24631359) |
| 3076 | 21.02 | Project | Project | Improved | The Profit tab now loads faster and and informational message displays when loading profit details (Web, 21.01.049, UQ64852555) |
| 3077 | 21.02 | Project | Project | Improved | The Profit tab, WIP link details now include the Order Line No. column. (Web, 21.01.048, UQ64414600) |
| 3078 | 21.02 | Project | Project Console | Fixed | The form is updated for improved design and usability. Note the following:
|
| 3079 | 21.03 | Project | Project Timebilling | Added | The Project Team Time Entry option added to the Project menu. This allows a user to enter time billing information for multiple project team members at once. User must have the PROJTEAMTB view permission to view and use the form. (Web, 21.02.035, UQ67642221) |
| 3080 | 21.02 | Project | Project WIP | Improved | And issue is resolved where splitting an order item would cause the unit cost actual not to update in line with the split amounts. The COGS earned process to identify and return the sum of WIP entries against the item. This ensures that whatever the WIP amount is, the system posts COGS for that amount. (Web, 21.01.046, UQ64235920) |
| 3081 | 21.03 | Project | Task | Added | Project > Tasks tab and Task > Subtasks tab grids now have these editable task fields, provided user has TASKGRDEDDT edit permission: Sched Date (Start Date), End Date, Category, and Sub Category. (Web, 21.02.052, UQ73328958) |
| 3082 | 21.01 | Project | Task | Added | The View Access Info (lock icon) option is added to the address field (Web, 10.03.065, UQ56358711) |
| 3083 | 21.03 | Project | Task | Fixed | Admin Projects with the Task Control field set to ADMIN are now excluded from displaying in the Resource Console (Web, 21.02.028, UQ68651678) |
| 3084 | 21.01 | Project | Task | Fixed | Searching by Assignee or Responsible now produces the expected results (Web, 10.03.067, UQ56611995) |
| 3085 | 21.01 | Project | Task | Fixed | The check box Hide from Resource Console setting saves as expected (Web, 10.03.062, UQ56052142) |
| 3086 | 21.01 | Project | Task | Fixed | The extended menu option Email Project now works as expected based on the configuration setting EMAILQDEFAULTREPLYTO (Web, 10.03.024, UQ51418384) |
| 3087 | 21.03 | Project | Task | Improved | The Check List tab, ChkList column is added to display completed sub-check list items and total sub-check list items (Web, 21.02.026, UQ68294251) |
| 3088 | 21.03 | Project | Task | Improved | The Sub Task tab, extended menu options Set Assignee and Set Status are added for modifying multiple rows at a time. Additionally, the corresponding columns are now editable directly in the grid while in edit mode. (Web, 21.02.031, UQ64232193) |
| 3089 | 21.01 | Project | Task Console | Fixed | Scrolling issues within the form are resolved (Web, 10.03.088, UQ59067366) |
| 3090 | 21.03 | Project | Task Console | Fixed | Tasks in the CANCELLED state no longer display in the console (Web, 21.02.033, UQ69726667) |
| 3091 | 21.02 | Project | Task Console | Fixed | The form is updated for improved design and usability. Note the following:
|
| 3092 | 21.01 | Project | Task Console | Improved | The Filters tab now contains the Start Date and End Date fields (Web, 10.03.079, UQ57409940) |
| 3093 | 21.03 | Service | Call | Added | Added option to define skills (EMPSKILLS general code) and/or training (EMPTRAIN new general code) required or requested by customer (as captured on customer and/or site record), and option to define skils/training competencies that an employee has (on their employee record). Impacts list of techs to display on Help Desk > Dispatch tab, based on the skills/training requested. (Web, 21.02.048, UQ72635729) |
| 3094 | 21.03 | Service | Call | Added | Help Desk Form > PO/Voucher Tab > PO Grid: added "ETA Date" per the PO Line Item "ETA" value (Web, 21.02.055, UQ68392807) |
| 3095 | 21.01 | Service | Call | Added | The Details tab now contains the Dispatch Date and Dispatch Age field. The Dispatch Date field is the date the call was dispatched to the current tech, Dispatch Age is the number of days since the call was dispatched to the current tech. In support of these new fields, corresponding columns are also added in the Dispatch Q. (Web, 10.03.081, UQ57488661) |
| 3096 | 21.01 | Service | Call | Added | The extended menu option Create Expense Item is added (Web, 10.03.063, UQ51855648) |
| 3097 | 21.01 | Service | Call | Added | The Print Call Report option now contains the Embed Signature checkbox. This includes signatures added to the Doc tab into the report. If the option is not checked, the report will require the signature line to be signed manually. (Web, 10.03.028, UQ52048014) |
| 3098 | 21.01 | Service | Call | Fixed | A quote generated from a call now contains the correct site information. Previously, the system might have displayed the site address based on the Call form information. (Web, 10.03.069, UQ56919917) |
| 3099 | 21.03 | Service | Call | Fixed | An event is creadted as expected when scheduling and dispatching a call (Web, 21.02.022, UQ57336721) |
| 3100 | 21.02 | Service | Call | Fixed | Automatically generated calls from a recurring dipatch now contain the correct company name as expected (Web, 21.01.054, UQ65967793) |
| 3101 | 21.03 | Service | Call | Fixed | Dispatch notes are no longer overwritten when a call is dispatched to another technician (Web, 21.02.042, UQ71060787) |
| 3102 | 21.03 | Service | Call | Fixed | Help Desk > WO / Invoice tab: for a CLOSED call, system no longer allows a work order to be added, or a quote be created from extended menu. Expect an error to display. (Web, 21.02.059, UQ73810020) |
| 3103 | 21.03 | Service | Call | Fixed | Help Desk extended menu "Preview Billing Report": Print Report option "Add PDF to Call" now correctly saves the PDF output in the call record's documents grid. (Web, 21.02.057, UQ74345623) |
| 3104 | 21.03 | Service | Call | Fixed | Help Desk extended menu "Tech Inventory": system no longer allows a user to input a quantity used ("Used") greater than quantity on hand ("O/H"). Expect an error message to display. (Web, 21.02.059, UQ74830694) |
| 3105 | 21.02 | Service | Call | Fixed | Preview billing is now disabled if the Type field is not CUSTOMER, CUSTVEND, or VENDOR (Web, 21.01.024, UQ61352983) |
| 3106 | 21.03 | Service | Call | Fixed | The Call No field now always remains in an uneditable state (Web, 21.02.040, UQ71617341) |
| 3107 | 21.01 | Service | Call | Fixed | The call number is generated prior to saving a new record. Previously, the record needed to be saved before the call number would display. (Web, 10.03.072, UQ57250364) |
| 3108 | 21.02 | Service | Call | Fixed | The extended menu option Preview Billing Report now properly identifies NTE type billing on calls (Web, 21.01.034, UQ62689753) |
| 3109 | 21.01 | Service | Call | Fixed | The extended menu option Preview Time Billing now displays a value of 0 for unit pricing and ext price when the Billable box in the call is un-checked (Web, 10.03.098, UQ60013554) |
| 3110 | 21.02 | Service | Call | Fixed | The extended menu option Time Bill Entry now displays expected sub-categories when a linked category is selected (Web, 21.01.036, UQ63106994) |
| 3111 | 21.02 | Service | Call | Fixed | The Parts tab extended menu option Cancel Selected Line Item(s) no longer works for part in the TECH status. Previously when attempting this, an error would display, however parts would be cancelled erroneously. (Web, 21.01.041, UQ63832878) |
| 3112 | 21.03 | Service | Call | Fixed | The Parts tab no longer allows negative values for Q, A, and K type items, including cost, price and quantity (Web, 21.02.038, UQ64054860) |
| 3113 | 21.03 | Service | Call | Fixed | The Parts tab, Description field can now be edited in all circumstatnces, unless an invoiced. (Web, 21.02.021, UQ66482696) |
| 3114 | 21.01 | Service | Call | Fixed | The Parts, Line Items grid extended menu option Cancel Selected Item(s) no longer displays an error when attempting to remove a line item in the DATAENTRY status (Web, 10.03.021, UQ50660609) |
| 3115 | 21.01 | Service | Call | Fixed | The Standard Call Report displays the logo as expected (Web, 10.03.056, UQ55151524) |
| 3116 | 21.01 | Service | Call | Fixed | When printing the Preview Billing Report, service rows are no longer repeated after each time the report is run (Web, 10.03.058, UQ55291901) |
| 3117 | 21.01 | Service | Call | Improved | A lock icon displays next to the Site and Product fields in support of recent improvements to the Access Info tab in the Site and Product forms. If the icon is grayed out, there are no Access Info details or the user does not have sufficent permission to view linked Access Info records. (Web, 10.03.035, UQ51855674) |
| 3118 | 21.02 | Service | Call | Improved | Calls can now be dispatched from a new Call record that has not yet been saved (Web, 21.01.044, UQ64232359) |
| 3119 | 21.02 | Service | Call | Improved | Error messaging is improved when attempting to add parts to a closed call (Web, 21.01.045, UQ64322529) |
| 3120 | 21.01 | Service | Call | Improved | The Dispatch tab is re-organized for imporved usability (Web, 10.03.070, UQ56977927) |
| 3121 | 21.03 | Service | Call | Improved | The Knowledge Base tab now contains the ALL option for filters (Web, 21.02.031, UQ68211516) |
| 3122 | 21.02 | Service | Call | Improved | The Parts tab, Find Product sub-tab is updated to use the Branch Standard Cost if the Price Override flag is set. This change is intended for the primary use of allowing different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. (Web, 21.01.040, UQ63302411) |
| 3123 | 21.02 | Service | Call | Improved | The Profit tab, Sub. Cont. label under the Actual section now contains a hyper link for viewing grid details (Web, 21.01.021, UQ60511498) |
| 3124 | 21.01 | Service | Call | Improved | The SOW tab and Email form now use global comments instead of templates for adding predefined text. Also note the following:
|
| 3125 | 21.01 | Service | Dispatch Q | Added | The Dispatch Date and Dispatch Age columns are added. This is populated from the newly added Dispatch Date and Dispatch Age fields in the Call form. Dispatch Date is the date the call was dispatched to the current tech, Dispatch Age is the number of days since the call was dispatched to the current tech. (Web, 10.03.081, UQ57488661) |
| 3126 | 21.02 | Service | Dispatch Q | Improved | The CSR column is now editable (Web, 21.01.040, UQ63742074) |
| 3127 | 21.01 | Service | Knowledge Base | Fixed | When opening a knowledge base entry, the entry opens in a new windows instead of replacing the search form (Web, 10.03.092, UQ59464876) |
| 3128 | 21.02 | Service | Mobile Technician App | Fixed | All items in the tech inventory now display even if they are not linked to a work order linked to the call (Web, 21.01.038, UQ63571145) |
| 3129 | 21.01 | Service | Mobile Technician App | Fixed | Changing the time bill category to TRAVEL, no longer results in the app displaying the wrong icons. Previously, changes to this time bill category may have resulted in the displaying of two clock icons instead of a truck and clock icon. (Web, 10.03.048, UQ54291323) |
| 3130 | 21.01 | Service | Mobile Technician App | Fixed | Technicians can no longer ship more inventory than what is on hand (Web, 10.03.063, UQ53556436) |
| 3131 | 21.01 | Service | Mobile Technician App | Fixed | The Description field for time bills is now capped to 200 characters. Previously when more than 200 characters were added, the Mobile Tech app would hang. (Web, 10.03.088, UQ59044984) |
| 3132 | 21.01 | Service | Problem Codes | Fixed | Issues with adding problem codes is resolved. Previously in some caes, duplicate codes might have been added or errors might have displayed when attempting to save changes. (Web, 10.03.075, UQ57490067) |
| 3133 | 21.01 | Service | Problem Codes | Removed | The Frequency and Period columns are removed (Web, Windows, 10.03.059, UQ55356945) |
| 3134 | 21.01 | Service | Product | Fixed | Searching by company returns the expected results (Web, 10.03.062, UQ55999597) |
| 3135 | 21.01 | Service | Product | Fixed | The Project No. field now displays the correct project title. Previously, the project title did not display but the hyperlink did work. (Web, 10.03.068, UQ56848202) |
| 3136 | 21.01 | Service | Product | Improved | The Access Info tab is added to the form (Web, 10.03.035, UQ51855674) |
| 3137 | 21.03 | Service | Product | Improved | The Multi-Site Flag checkbox is added to the form. This allows you to identify products that can be used across sites. (Web, 21.02.022, UQ66678554) |
| 3138 | 21.03 | Service | Recurring Dispatch | Changed | Recurring Dispatch form "Bill Amount" field now appears directly beneath "Bill Type", a logical location for related information. (Web, 21.02.052, UQ73543235) |
| 3139 | 21.01 | Service | Recurring Dispatch | Fixed | An email is not automatically sent, when the Product form, Special Options sub-tab box Notify On Service Call is unchecked (Web, 10.03.092, UQ59466053) |
| 3140 | 21.01 | Service | Recurring Dispatch | Fixed | The system no longer performs a credit check limit, and calls are automatically created even if there is a credit hold. Previously, and issue may have prevented calls from being created for automated for nightly jobs. (Web, 10.03.080, UQ58137109) |
| 3141 | 21.01 | Service | Recurring Dispatch | Improved | Improvements are made to the form. Note the following:
|
| 3142 | 21.01 | Service | Service Calendar | Changed | The Service main menu option Dashboard is renamed Calendar (Web, 10.03.098, UQ60009978) |
| 3143 | 21.03 | Service | Service Event | Changed | Call Event form > Comments field is now 3 times previous height and visually displays more lines of text by default. (Web, 21.02.052, UQ73542956) |
| 3144 | 21.01 | Service | Transfer Inventory | Fixed | When transferring the full on hand quantity of an item to Scanned Inventory, and error no longer displays (Web, 10.03.022, UQ51076607) |
| 3145 | 21.01 | Scheduling | Resource Console | Added | The Project Task sub-tab filter now contains the Project No. field (Web, 10.03.025, UQ51557838) |
| 3146 | 21.02 | Scheduling | Resource Console | Fixed | A null grid error no longer displays when a person has skills that exceeds 500 characters (Web, 21.01.030, UQ62367857) |
| 3147 | 21.01 | Scheduling | Resource Console | Fixed | An error no longer displays when moving tasks and adding tasks to the grid (Web, 10.03.064, UQ56126568) |
| 3148 | 21.03 | Scheduling | Resource Console | Fixed | Resource console now loads as expected when there are Custom, After, or Before stored procedures associated with AxisItems_List; previously parameters were missing. (Web, 21.02.048, UQ73543557) |
| 3149 | 21.02 | Scheduling | Resource Console | Fixed | Tansferring an item to another branch now requires the MASTER view or MASTERACC view permissions. Previously, the CHANGEMASTER execute permission was required. (Web, 21.01.055, UQ65356270) |
| 3150 | 21.03 | Scheduling | Resource Console | Fixed | The Task form option Hide From Resource Console is respected when using a project template, updating the status, or updating dates (Web, 21.02.038, UQ69221896) |
| 3151 | 21.03 | Scheduling | Resource Console | Fixed | Various minor issues relating to navigation are resolved (Web, 21.02.032, UQ69121138) |
| 3152 | 21.02 | Scheduling | Resource Console | Improved | The form is updated for improved design and usability. Note the following:
|
| 3153 | 21.03 | Service Contract | Service Contract | Added | New service contract feature to manage "block amount"; replaces previous "block time". Deleted "block time" related features and reference on: Service Contract: deleted "Block Time Balance" field; Block Time Tab, extended menu items "Create a Block Time Invoice" and "Invoice Block Time Items"; Product tab extended menu item "Add a Block Time Item". Timebill > Details: deleted "Block Time Override", "Block Time Hours", "Block Time Amount" fields Help Desk call: deleted "BTR" (Block Time Remaining) field BLOCKDOLLARTRACKING config is deprecated, i.e. no longer referenced after upgrade. (Web, 21.02.046, UQ69468619) |
| 3154 | 21.01 | Service Contract | Service Contract | Added | Service contracts can now be printed from the web client (Web, 10.03.076, UQ24631453) |
| 3155 | 21.02 | Service Contract | Service Contract | Added | The print option Print Service Contract Profit is added to the web client (Web, 21.01.042, UQ24631455) |
| 3156 | 21.03 | Service Contract | Service Contract | Fixed | Opening a service contract no longer produces a 'In Null Grid' error or returns incomplete data when the user does not have CREDITCARD_VIEW permission. This issue was known to happen in rare cases. (Web, 21.02.033, UQ69815017) |
| 3157 | 21.01 | Service Contract | Service Contract | Fixed | Printed packing slips now contain non Q and A type items, as expected (Web, 10.03.076, UQ57566100) |
| 3158 | 21.02 | Service Contract | Service Contract | Fixed | The Company No. drop-down in various locations in the form now properly defaults to the correct company on the Service Contract form (Web, 21.01.021, UQ60510669) |
| 3159 | 21.02 | Service Contract | Service Contract | Fixed | The form now loads as expected if the user does not have the CREDITCARD view permission (Web, 21.01.049, UQ64855130) |
| 3160 | 21.02 | Service Contract | Service Contract | Fixed | The Sales Rep and Alt Sales Rep fields are no longer mandatory in the form (Web, 21.01.028, UQ62158179) |
| 3161 | 21.03 | Service Contract | Service Contract | Fixed | The Title and Notes information from orders is now carried over as expected (Web, 21.02.030, UQ69124255) |
| 3162 | 21.03 | Service Contract | Service Contract | Fixed | When adding new lines to an existing service contract, the billed thru information is now populated from the header if another one is not assigned (Web, 21.02.042, UQ72197578) |
| 3163 | 21.01 | Service Contract | Service Contract | Fixed | When creating a service contract from a project, the ShipSiteNo on the Contract with the Project SiteNo fields on the contract are added as expected (Web, 10.03.066, UQ56540572) |
| 3164 | 21.01 | Service Contract | Service Contract | Improved | The Profit tab now contains improved logic to Include cost/revenue, and other information appropriate for order line items linked to contract but not to calls (Web, 10.03.078, UQ56848640) |
| 3165 | 21.01 | Service Contract | Service Contract Renewals | Fixed | Filters now default to the logged in users' company, branch and department as expected (Web, 10.03.028, UQ52046455) |
| 3166 | 21.01 | Service Contract | Service Contract Renewals | Fixed | The Total and Monthly Total columns now contain currency symbols (Web, 10.03.022, UQ50344989) |
| 3167 | 21.01 | Service Contract | Service Contract Renewals | Improved | The Company drop-down box now contains the ALL option (Web, 10.03.062, UQ55951228) |
| 3168 | 21.01 | Service Contract | Vendor Service Contract Renewals | Fixed | Filters now default to the logged in users' company, branch and department as expected (Web, 10.03.028, UQ52046455) |
| 3169 | 21.01 | Service Contract | Vendor Service Contract Renewals | Fixed | When creating a new PO and the selected item is an M type, the item on the newly created PO now uses the master's COGS account as the line item account instead of the inventory account (Web, 10.03.092, UQ59468408) |
| 3170 | 21.01 | Inventory | Asset | Added | The Department field is added to the Asset form (Web, 10.03.021, UQ50627235) |
| 3171 | 21.03 | Inventory | Asset | Fixed | The following extended menu options now require the ASSET edit permission:
|
| 3172 | 21.01 | Inventory | Import / Update Master Profiles | Fixed | Importing is impreved for updating profiles (Web, 10.03.065, UQ56466823) |
| 3173 | 21.01 | Inventory | Import/Update Masters | Fixed | Masters items that are the same but have different vendors import as expected (Web, 10.03.037, UQ52347987) |
| 3174 | 21.03 | Inventory | Master | Added | Master form: added quantity "Available" to "Inventory Levels" section and "Master by Branch" grid column, where Quantity Available = (qtyonhand - qtypicked) + (consignmentInventory qtyonhand). (Web, 21.02.052, UQ70840098) |
| 3175 | 21.01 | Inventory | Master | Fixed | An error no longer displays when a scrapped item contains a description greater than 92 characters (Web, 10.03.065, UQ56409073) |
| 3176 | 21.03 | Inventory | Master | Fixed | An issue is resolve for creating master numbers in the expected sequence (Web, 21.02.039, UQ71444846) |
| 3177 | 21.01 | Inventory | Master | Fixed | Entries for inventory adjustment now display the correct quantities as expected (Web, 10.03.020, UQ50345437) |
| 3178 | 21.03 | Inventory | Master | Fixed | In the Sales Tax tab now displays the expected information in the grid (Web, 21.02.040, UQ71617372) |
| 3179 | 21.03 | Inventory | Master | Fixed | Master > Sales Tax tab: column names now match the flags selected by user on the drill in form. (Web, Windows, 21.02.050, UQ71617372) |
| 3180 | 21.03 | Inventory | Master | Fixed | The Sub Category now displays correctly after being selected in search without refresh required (Web, 21.02.026, UQ68302025) |
| 3181 | 21.03 | Inventory | Master | Fixed | Zooming into a Master Transaction no longer fails if the transaction is not linked to a journal entry (Web, 21.02.044, UQ72634334) |
| 3182 | 21.01 | Inventory | Master | Improved | The currency symbol in the Vendors tab Last, Avg., and Std. columns now display in the cell instead of the header (Web, 10.03.040, UQ53481511) |
| 3183 | 21.01 | Inventory | Master | Improved | The Vendors tab Price field is renamed Standard Cost (Web, 10.03.044, UQ53937161) |
| 3184 | 21.01 | Inventory | Master By Branch | Fixed | TECH branches for users are no longer displayed when they are inactive and have no allocated or on-hand inventory (Web, 10.03.067, UQ56766733) |
| 3185 | 21.02 | Inventory | Master By Branch | Improved | The Standard Cost field is added to the form. This change alows for different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. Also note the following:
|
| 3186 | 21.02 | Inventory | Master By Branch | Improved | The Standard Cost field is added to the form. This change alows for different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. Also note the following:
|
| 3187 | 21.02 | Inventory | Orders Pick Q | Fixed | Auto picking now attempts to fulfill the largest quantities first when there are multiple masters with the same master number present (Web, 21.01.032, UQ62688866) |
| 3188 | 21.01 | Inventory | Orders Pick Q | Fixed | Row coloring accurately displays as expected to reflect the readiness and availability of order items (Web, Windows, 10.03.021, UQ50626247) |
| 3189 | 21.02 | Inventory | Vendor Inventory | Improved | The Master No. column is now hyperlinked, allowing users to open master records from the form (Web, 21.01.044, UQ64139839) |
| 3190 | 21.01 | Purchasing | Purchase Order | Added | The extended menu option Create Expense Item is added (Web, 10.03.063, UQ51855648) |
| 3191 | 21.03 | Purchasing | Purchase Order | Changed | PO > Line Items grid: on adding a blank purchase item via the grid add button, the added item's Auto-Calculate tax flag (visible in the Item sub-tab) will now default to use the AUTOCALCAPTAX config value (ON = CHECKED, OFF = UNCHECKED) - similar to behavior when adding items via the Find Product tab. (Web, 21.02.054, UQ74346197) |
| 3192 | 21.02 | Purchasing | Purchase Order | Fixed | Checking the Auto Pick box on the PO Receive form now causes auto picking to be enabled or disabled for that line as expected (Web, 21.01.049, UQ64855375) |
| 3193 | 21.01 | Purchasing | Purchase Order | Fixed | Service contracts generated from orders where a purchase order is created from the order line item, the PO line item now contains a link back to the service contract (Web, 10.03.055, UQ54143274) |
| 3194 | 21.02 | Purchasing | Purchase Order | Fixed | MAC address information now saves properly when receiving purchase items (Web, 21.01.025, UQ61668811) |
| 3195 | 21.01 | Purchasing | Purchase Order | Fixed | Performance is improved when canceling a PO with a large number of line items (Web, 10.03.082, UQ58278452) |
| 3196 | 21.01 | Purchasing | Purchase Order | Fixed | Saving the Purchase Order form no longer displays an error message when line items containing invalid accounts are canceled (Web, 10.03.067, UQ56610441) |
| 3197 | 21.01 | Purchasing | Purchase Order | Fixed | The Line Items tab displays linked call details as expected (Web, 10.03.020, UQ49876890) |
| 3198 | 21.01 | Purchasing | Purchase Order | Fixed | The PO receipt prints as expected when partially receiving PO items (Web, 10.03.037, UQ52764007) |
| 3199 | 21.01 | Purchasing | Purchase Order | Fixed | The Vouchers tab Vendor Invoice No column now displays a red icon for viewing comments in the linked Voucher record (Web, 10.03.020, UQ47452863) |
| 3200 | 21.02 | Purchasing | Purchase Order | Fixed | Un-receiving a PO in a multi-company setup no longer causes valuation to differ (Web, Windows, 21.01.055, UQ65356721) |
| 3201 | 21.03 | Purchasing | Purchase Order | Fixed | Un-shipping an A type RMA item off of a purchase order now fills in Unit Cost information on the master journal as expected (Web, 21.02.026, UQ68301686) |
| 3202 | 21.03 | Purchasing | Purchase Order | Fixed | Un-shipping an RMA Return no longer causes a master journal with an empty trace in the Trans grid. The trace does not drive anything in Q360, but is useful for knowing what action causes a line to be added. (Web, 21.02.026, UQ68039951) |
| 3203 | 21.03 | Purchasing | Purchase Order | Fixed | Un-shipping an RMA Return PO reverses the correct entry as expected (Web, Windows, 21.02.026, UQ68038387) |
| 3204 | 21.03 | Purchasing | Purchase Order | Fixed | When unreceiving a PO Item linked to an order item, the order item status now changes from PICKED to DATAENTRY; previously it would remain in PICKED status. (Web, 21.02.057, UQ73622552) |
| 3205 | 21.01 | Purchasing | Purchase Order | Improved | Various fields can now be edited for records in the CONFIRMED and APPROVED status. (Web, 10.03.083, UQ24631435) |
| 3206 | 21.01 | Purchasing | Purchasing Queue | Fixed | Creating an A or Q Type item from the Purchasing Q now updates the item type on the order item as expected (Web, 10.03.056, UQ55146821) |
| 3207 | 21.03 | Purchasing | Purchasing Queue | Fixed | Creating or adding to Pos now uses the company and branch access (Web, 21.02.028, UQ68042794) |
| 3208 | 21.01 | Purchasing | Purchasing Queue | Fixed | Improved searching for linking records such as purchase orders and opportunities (Web, 10.03.023, UQ51119452) |
| 3209 | 21.01 | Purchasing | Purchasing Queue | Fixed | Replacing an unverified item no longer caused the Order Item description to be overwritten (Web, 10.03.089, UQ59068496) |
| 3210 | 21.01 | Purchasing | Purchasing Queue | Fixed | The extended menu option Add to Existing PO no longer allows users to add items from branch to a PO for another branch. (Web, 10.03.020, UQ50202077) |
| 3211 | 21.03 | Purchasing | Purchasing Queue | Fixed | When creating a PO, the system now checks to ensure a user has the correct company and branch access, as expected (Web, 21.02.026, UQ68042794) |
| 3212 | 21.01 | Purchasing | Purchasing Queue | Improved | When multiple PO's are created at the same time, the system now asks if you want to open all of them at once (Web, 10.03.069, UQ56407903) |
| 3213 | 21.02 | Warehouse | Parts Pick Q | Fixed | The system now displays master by branch details as expected. In the absence of master by branch details, master location details are used. (Web, 21.01.046, UQ64416390) |
| 3214 | 21.01 | Warehouse | Physical Inventory Count | Fixed | The extended menu option Import inventory Count now accepts items with 0 quantity (Web, 10.03.054, UQ54542479) |
| 3215 | 21.02 | Warehouse | Pick Order | Fixed | An issue incolving line splitting, resulting in negative quantities being picked is resolved (Web, 21.01.032, UQ62689821) |
| 3216 | 21.01 | Warehouse | Pick Order | Fixed | Scan Item field input now triggers search when the Enter key is pressed (Web, 10.03.060, UQ55575478) |
| 3217 | 21.02 | Warehouse | Pick Order | Improved | Error messaging is improved when there are no parts line item ready to be picked (Web, 21.01.049, UQ63832675) |
| 3218 | 21.01 | Warehouse | Receive Purchase Order | Fixed | When Project No. link on the PO Receive item grid, and opening a project record, a new windows displays instead of opening the project record in the original form window (Web, 10.03.048, UQ54355068) |
| 3219 | 21.02 | Warehouse | RMA Return | Fixed | Setting the Return To Company and Branch drop-down boxes in the form now work as expected (Web, 21.01.020, UQ60868436) |
| 3220 | 21.03 | Warehouse | RMA Test Q | Fixed | The form longer opens an invoice window if the user decides not to create a RMA Invoice (Web, 21.02.042, UQ72121238) |
| 3221 | 21.03 | Warehouse | RMA Test Q | Fixed | Using the Return to Customer option no longer causes pick levels to report incorrectly (Web, Windows, 21.02.033, UQ69812082) |
| 3222 | 21.03 | Warehouse | Ship Order | Fixed | Ship Order > "Release to Tech" button: system now gives an error message when user attempts to select this option for an order NOT linked to a call; instead user should select "Ship" when attempting to ship non-call related order items. (Web, 21.02.052, UQ71353342) |
| 3223 | 21.03 | Warehouse | Ship Q | Fixed | Freight costs can now be added from the form as expected (Web, 21.02.038, UQ70976868) |
| 3224 | 21.03 | Accounting | 1099 Reports | Changed | Updated RDL report output to be compatible with 2021 version of IRS 1099 form. (Web, 21.02.051, UQ71848752) |
| 3225 | 21.01 | Accounting | 1099 Reports | Fixed | Reports now separate vouchers by entity as expected, in the case of multi-company environments (Web, 10.03.074, UQ57409092) |
| 3226 | 21.01 | Accounting | 1099 Reports | Improved | The 1099-MISC report is now divided between a 2020 1099-MISC and 2020 1099-NEC report format. Also note the following:
|
| 3227 | 21.03 | Accounting | Account Detail | Fixed | And OLE error no longer displays when attempting to print with the EXCEL AUTO option (Windows, 21.02.033, UQ70067519) |
| 3228 | 21.01 | Accounting | Account Detail | Fixed | Opening a Purchase Order record displays the expected results (Web, 10.03.020, UQ50348757) |
| 3229 | 21.01 | Accounting | Account Detail | Improved | The following columns are added for improved usability:
|
| 3230 | 21.01 | Accounting | Add GL Journal | Fixed | Account name now displays as expected when an account is selected (Web, 10.03.066, UQ55622237) |
| 3231 | 21.01 | Accounting | Add GL Journal | Fixed | Account column is populated as expected when entries are imported (Web, 10.03.022, UQ51078245) |
| 3232 | 21.02 | Accounting | Add GL Journal | Fixed | Importing a GL entry where a transaction has a debit and credit will now inform the user to correct the import (Web, 21.01.048, UQ64763700) |
| 3233 | 21.01 | Accounting | Add GL Journal | Fixed | Importing GL journal items no longer displays an error when an entry description exceeds 50 characters (Web, 10.03.029, UQ52242092) |
| 3234 | 21.01 | Accounting | Add GL Journal | Improved | Changes are made to the form for editing entries. Note the following:
|
| 3235 | 21.01 | Accounting | Add GL Journal | Improved | The Company No. field now displays the company name instead of the company number (Web, 10.03.056, UQ53875219) |
| 3236 | 21.01 | Accounting | Add GL Journal | Improved | The extended menu option Reverse Entry is added. To use this option, the entry must be manual and within an open period. (Web, 10.03.089, UQ49760266) |
| 3237 | 21.01 | Accounting | Balance Sheet | Fixed | Double underlines display as expected when a balance sheet report is printed (Web, 10.03.073, UQ56054155) |
| 3238 | 21.01 | Accounting | Balance Sheet | Fixed | The Balance Sheet Designer, Print button now works and is labeled correctly (Web, 10.03.096, UQ59594878) |
| 3239 | 21.01 | Accounting | Balance Sheet | Improved | Improved formatting is added for reports (Web, 10.03.076, UQ56919914) |
| 3240 | 21.01 | Accounting | Balance Sheet | Improved | The Date Range field is changed to As Of Date for improved usability (Web, 10.03.076, UQ56998705) |
| 3241 | 21.03 | Accounting | Bank Reconciliation | Fixed | Bank Reconciliation extended menu option "Import Bank Statement": for unmatched entries, system now displays correct Withdrawal and Deposit column values in the imported records grid. (Web, 21.02.052, UQ73807585) |
| 3242 | 21.03 | Accounting | Bank Reconciliation | Fixed | For a bank reconciliation record with no transactions, with $0 in open and close balance, the report printout now displays the reconciliation statement end date, $0 in opening, closing and reconcile balance. Impacts all three report templates: Bank Rec. All, Cleared, and Outstanding. (Web, Windows, 21.02.047, UQ73082311) |
| 3243 | 21.01 | Accounting | Bank Reconciliation | Fixed | GL account numbers above 2,147,483,647 no longer displays errors when creating a new manual bank reconciliation entry (Web, 10.03.064, UQ56194827) |
| 3244 | 21.02 | Accounting | Bank Reconciliation | Fixed | Printing a bank reconcilliation statement now displays the correct information based on the specified date (Web, 21.01.055, UQ66105369) |
| 3245 | 21.01 | Accounting | Combined Income Statement | Fixed | An error no longer displays when the report is run (Web, 10.03.033, UQ52695342) |
| 3246 | 21.01 | Accounting | Combined Income Statement | Improved | The report now is now located in Accounting > Quick View, and will only display if the user or group is assigned permission within the live data report itself (Web, 10.03.076, UQ57566105) |
| 3247 | 21.03 | Accounting | Commissions | Fixed | Commission Plan and Rate Forms now allow negative minimum margins. (Web, 21.02.050, UQ73542893) |
| 3248 | 21.03 | Accounting | Commissions | Fixed | Commissions > Commission Export> Select booking record > Approve. Fixed commission approval, rounding and accrual: Adjusted the commission approval process to evaluate the amount of accrual and adjust the balance in the account for the project to match commission total. Previously the commission accrual posting process would only post if the commission total was greater than the balance in the commission accrual account for a specific project, such that change orders which reduced the commission total would never affect the accrual balance. Also, adjusted the commission amount process for booking records and change order records to round revenue and cost to 2 decimal places, making the calculation for GP and GM more stable. (Web, 21.02.063, UQ73725417) |
| 3249 | 21.03 | Accounting | Company Administration | Changed | No front-end GUI applicable for this limited release. The debit side of the burden AR entry now defaults to the Burden Debit account on the Company record depending on the item type. If the item being posted is a Q type, the process will use Company.BurdenQDebitAccount, if the item type is A the process will use Company.BurdenADebitAccount. if no company account has been entered then default back to using the disposal account previously used. (Web, Windows, 21.02.054, UQ73806937) |
| 3250 | 21.01 | Accounting | Company Administration | Removed | The Asset tab Lease Asset Account and Rental Asset Account fields are removed (Web, 10.03.020, UQ50300327) |
| 3251 | 21.01 | Accounting | Financial Ratios | Fixed | Caculation is improved for the AR turnover rate (Web, 10.03.077, UQ57727177) |
| 3252 | 21.03 | Accounting | Fiscal Calendar | Feature | Fiscal Periods: added a new "Block Time Bill Post" column, checkbox and process. When checkbox is selected, system prevents posting a time bill to a period that is still technically open. (Web, 21.02.050, UQ49444905) |
| 3253 | 21.01 | Accounting | Fiscal Calendar | Fixed | Creating a new calendar based on a fiscal calendar, the months are correctly setup (Web, 10.03.070, UQ56851800) |
| 3254 | 21.01 | Accounting | Fiscal Calendar | Fixed | Creating a new fiscal year no longer displays an error. In some cases, an unnecessary error would display. (Web, 10.03.034, UQ52764537) |
| 3255 | 21.01 | Accounting | Fiscal Calendar | Fixed | Fiscal periods now display in the correct sequence (Web, Windows, 10.03.045, UQ54081633) |
| 3256 | 21.01 | Accounting | Fiscal Calendar | Fixed | The Time Period drop-downs now account for situations whether a fiscal year does not match a calendar year (Web, 10.03.063, UQ56123358) |
| 3257 | 21.03 | Accounting | Fixed Asset | Fixed | Fixed Assets that do not have a depreciation method set are no longer included in the Fixed Asset subledger (Web, 21.02.045, UQ72741725) |
| 3258 | 21.03 | Accounting | Fixed Asset | Fixed | Moving a Fixed Asset from FIXEDASSET to AVAILABLE now properly clears Fixed Asset and Accumulated Depreciation accounts. (Web, 21.02.044, UQ71947111) |
| 3259 | 21.03 | Accounting | Fixed Asset | Fixed | Setting an asset to FIXEDASSET will now warn the user if no depreciation method has been set (Web, 21.02.045, UQ63569076) |
| 3260 | 21.02 | Accounting | GL Journal Entry | Fixed | Entries can no longer be added manually or by import if they are linked to to projects that are not in the ACTIVE state. Projects states are configured int he PROJSTATUS general code. (Web, 21.01.027, UQ62089807) |
| 3261 | 21.01 | Accounting | Income Statement | Fixed | Column headers in the report now display on all printed pages of the report (Web, 10.03.098, UQ59657764) |
| 3262 | 21.01 | Accounting | Income Statement | Improved | The report now is now located in Accounting > Quick View, and will only display if the user or group is assigned permission within the live data report itself (Web, 10.03.076, UQ57572054) |
| 3263 | 21.02 | Accounting | Income Statement Comparison | Fixed | When a saved filter is pre-filled filter and you open the record, the appropriate company is now passed to account detail (Web, 21.01.033, UQ62688259) |
| 3264 | 21.01 | Accounting | Income Statement Reports | Improved | Improved formatting is added for reports (Web, 10.03.076, UQ56919914) |
| 3265 | 21.02 | Accounting | Journal Distribution | Fixed | An open record now displays in a new window instead of replacing the Journal Distribution window (Web, 21.01.021, UQ59137218) |
| 3266 | 21.03 | Accounting | Labor Rates | Added | Feature to support prevailing wage rate, i.e. the contractual obligation to pay an employee based on a rate schedule governed by the customer/union where work is being performed at. Includes ability to a) capture prevailing wage rates on new screen (Accounting > Admin > Prevailing Rate Admin); b) save default prevailing wage rates on Site and Project record; c) alter timebilling entry and posting to incorporate employee standard wage, benefits, and prevailing wage rate and fringe benefit. New permissions added: PWSITE edit, PWPROJECT edit, PWRATEADMIN create, view, edit. New general code added: PWLBRCLASS (Prevailing Wage Labor Class). New configdata added: PWRATELOOKUP with option: EMPLOYEE (default) or LABORRATE; and PWJOBCOST with option ON (default) or OFF. (Web, 21.02.056, UQ70977962) |
| 3267 | 21.01 | Accounting | Master Valuation By Date | Fixed | The summary section of the report displays the total quantity on hand per master and per branch for each line of the report, as expected (Web, 10.03.053, UQ54833810) |
| 3268 | 21.01 | Accounting | Master Valuation By Date | Fixed | Importing assets for multiple companies is correctly reflected in the report (Web, Windows, 10.03.032, UQ52584018) |
| 3269 | 21.01 | Accounting | Month End Reconciliation | Changed | The report Month End Service Contract Suspense Sub-Ledger is deprecated and is replaced by Service Deferred Revenue. This report is generated from the Serv Cont Deferred Revenue Balance row, SBL Balance column. This same report is also located in Accounting > Reports > Service Contract Suspense Subledger. (Windows, 10.03.020, UQ50068350) |
| 3270 | 21.01 | Accounting | Month End Reconciliation | Changed | The report Month End Service Contract Suspense Sub-Ledger is deprecated and is replaced by Service Deferred Revenue. This report is generated from the Serv Cont Deferred Revenue Balance row, SBL Balance column. This same report is also located in Accounting > Reports > Service Deferred Revenue. (Web, 10.03.020, UQ50068350) |
| 3271 | 21.02 | Accounting | Month End Reconciliation | Fixed | The Fixed Assets sub-ledger now recognizes fixed assets that have been disposed. With this change, can no longer toggle assets freely between AVAILABLE and FIXEDASSET statuses, after changing the status of an asset from FIXEDASSET to AVAILABLE, and the system no longer allow users to change it back to FIXEDASSET. (Web, Windows, 21.01.055, UQ63105410) |
| 3272 | 21.02 | Accounting | Month End Reconciliation | Fixed | The Inventory Clearing Subledger now links to splite order items as expected (Web, Windows, 21.01.046, UQ64414679) |
| 3273 | 21.01 | Accounting | Month End Reconciliation | Fixed | The Inventory Suspense report now directly compares GL and subledger (Web, Windows, 10.03.070, UQ56611957) |
| 3274 | 21.01 | Accounting | Month End Reconciliation | Fixed | The Project WIP row, SBL Balance column details now displays the expected information when filtered by company (Web, Windows, 10.03.041, UQ53059420) |
| 3275 | 21.01 | Accounting | Month End Reconciliation | Fixed | The Serv Cont Deferred Revenue Balance row, Difference column details now display true differences between the GL Account and the Sub Ledger (Web, Windows, 10.03.023, UQ51279189) |
| 3276 | 21.01 | Accounting | Month End Reconciliation | Improved | The Inventory Clearing Subledger report now displays Call No. and links to the Call form (Web, 10.03.071, UQ57072710) |
| 3277 | 21.01 | Accounting | Post Service Revenue | Fixed | An unnecessary error pertaining to a primary key no longer displays when attempting ot post service revenue (Web, 10.03.082, UQ58138202) |
| 3278 | 21.03 | Accounting | Post Service Revenue | Fixed | Post Service Revenue now prevents posting of service revenue for a date in the past (e.g. Aug 31, 2021) if service revenue was already recognized at a future date (e.g. Sep 30, 2021), per CompanyNo (Web, Windows, 21.02.045, UQ72830968) |
| 3279 | 21.01 | Accounting | Post Service Revenue | Improved | When posting is initiated, a progress message displays and the form is locked, ensuring that the user does not attempt to post multiple times (Web, 10.03.088, UQ59067332) |
| 3280 | 21.03 | Accounting | Recurring Journal Entry | Changed | Recurring Journal Entry > Journal history tab: zooming in a record now opens a new window for the journal entry. (Web, 21.02.047, UQ73254477) |
| 3281 | 21.01 | Accounting | Run Asset Depreciation | Fixed | GL Journal entries now only display two decimal places. In some cases, more than two decimal places may have dispalyed. (Web, 10.03.033, UQ52695695) |
| 3282 | 21.01 | Accounting | Run Asset Depreciation | Fixed | The Active Date is now prioritized over the Purchase Date as when an Active Date is entered (Web, Windows, 10.03.027, UQ51559088) |
| 3283 | 21.01 | Accounting | Run Asset Depreciation | Fixed | The calendar picker in the form displays as expected (Web, 10.03.022, UQ51074269) |
| 3284 | 21.01 | Accounting | Run Asset Depreciation | Fixed | The Company drop-down box displays as expected (Web, 10.03.043, UQ53940110) |
| 3285 | 21.01 | Accounting | Tax Report | Fixed | Use Tax details are now correctly displayed in the report (Web, 10.03.097, UQ59731097) |
| 3286 | 21.02 | Accounting | Trial Balance | Fixed | Exporting the grid to Excel displays the expected information (Web, 21.01.046, UQ64413008) |
| 3287 | 21.02 | Accounting | Trial Balance | Fixed | Then opening enties the Account Detail form displays entires based on filtering, as expected (Web, 21.01.052, UQ65523788) |
| 3288 | 21.03 | Accounting | Trial Balance | Improved | Quick Views > "Trial Balance" and "Trial Balance w/ Sub Accounts": Company No filter is now a multi-select. (Web, 21.02.050, UQ73623105) |
| 3289 | 21.03 | Accounting | Zip Tax Rates by Zip Code | Changed | Zip Tax Admin: add a Filters panel with filters "Zip/Postal code" and "State/Province". (web, 21.02.057, UQ74831742) |
| 3290 | 21.03 | Accounts Receivable | Aged Receivables Report | Improved | The grid is now paginated (Web, 21.02.041, UQ71848527) |
| 3291 | 21.03 | Accounts Receivable | AR Journal | Fixed | Invoice > AR tab: currency symbol for the AR Journal and Credits/Payments grids now display the currency symbol from Company Setup default currency; previously it was derived from the DEFCURRENCY config (Web, 21.02.049, UQ73623128) |
| 3292 | 21.02 | Accounts Receivable | Cash Receipts | Fixed | Improvements are made for error message handling (Web, 21.01.032, UQ59899001) |
| 3293 | 21.01 | Accounts Receivable | Cash Receipts | Fixed | Invoices generated from cash receipts with cash receipt flag checked will no longer calculate tax if third part tax software integrated (Web, Windows, 10.03.082, UQ58276236) |
| 3294 | 21.03 | Accounts Receivable | Cash Receipts | Improved | The form displays a warning message when at least once entry is added and a user attempts to close the window (Web, 21.02.021, UQ59207164) |
| 3295 | 21.03 | Accounts Receivable | Collection Queue | Fixed | The Collection Activity grid now displays standard activity types as expected (Web, 21.02.021, UQ66902708) |
| 3296 | 21.03 | Accounts Receivable | Customer Statements | Fixed | Customer form > print button > "Print Customer Statement": fixed issue where the values in the statement would occur more than once if a company has more than one contact record tagged with Contact Type of "AP-MAIN". System now only refers to the most recently added contact record (by "add date"), and displays that person's name in the Customer Statement "Attention:" field. (Web, 21.02.059, UQ75244375) |
| 3297 | 21.01 | Accounts Receivable | Invoice | Changed | Projects invoices where a third part tax application is used along with use tax, will now be calculated based on project COGS (Web, 10.03.054, UQ54833482) |
| 3298 | 21.03 | Accounts Receivable | Invoice | Fixed | Invoice extended menu option "Un-post Invoice" now works on payment invoices with a third party tax applicable code. (Web, Windows, 21.02.050, UQ73723221) |
| 3299 | 21.01 | Accounts Receivable | Invoice | Fixed | Auto email delivery now sends emails to the expected recipients (Web, 10.03.092, UQ59462835) |
| 3300 | 21.03 | Accounts Receivable | Invoice | Fixed | Invoice ext menu "Create Credit Invoice from Order Items" now works as expected (Web, 21.02.044, UQ72433931) |
| 3301 | 21.03 | Accounts Receivable | Invoice | Fixed | On invoice save - for a customer and site name of max 100 characters each - system now saves successfully; previously system would give a truncation error. (Web, 21.02.048, UQ73384642) |
| 3302 | 21.03 | Accounts Receivable | Invoice | Fixed | Opening an invoice no longer produces a 'In Null Grid' error or returns incomplete data when the user does not have CREDITCARD_VIEW permission. This issue was known to happen in rare cases. (Web, 21.02.033, UQ69815017) |
| 3303 | 21.03 | Accounts Receivable | Invoice | Fixed | Project Invoice Tasks with a billing type of PERCENT can no longer be billed while the project has unposted invoices (Web, 21.02.045, UQ70734024) |
| 3304 | 21.01 | Accounts Receivable | Invoice | Fixed | The AR Journal tab extended menu option NSF Check now always uses the amount for check/cash receipt (Web, 10.03.062, UQ55949540) |
| 3305 | 21.02 | Accounts Receivable | Invoice | Fixed | The form now loads as expected if the user does not have the CREDITCARD view permission (Web, 21.01.049, UQ64855130) |
| 3306 | 21.01 | Accounts Receivable | Invoice | Fixed | The Line Items tab Find Products sub-tab now display the same details as in the Header tab of the form (Web, 10.03.027, UQ51855733) |
| 3307 | 21.01 | Accounts Receivable | Invoice | Fixed | The Line Items tab, Def Rev sub-tab now displays the correct currency symbol base on the currency set for the company (Web, 10.03.032, UQ52584365) |
| 3308 | 21.03 | Accounts Receivable | Invoice | Fixed | Upon saving an invoice, the system will check to make sure a tracking number is in place. If a tracking number does not exist, one is automatically created. (Web, 21.02.033, UQ69815307) |
| 3309 | 21.03 | Accounts Receivable | Invoice | Fixed | When an invoice is generated from a project with deferred revenue enabled and a warranty item happen is invoiced, it now goes to the project defered revenue account instead of revenue account (Web, Windows, 21.02.033, UQ69642424) |
| 3310 | 21.01 | Accounts Receivable | Invoice | Fixed | Zip Tax rates display now display as expected. Previously in some cases, the correct amount was calculated but the rate displayed was incorrect. (Web, 10.03.099, UQ60324377) |
| 3311 | 21.01 | Accounts Receivable | Invoice | Improved | Address alignment is improved for printed invoices (Web, 10.03.047, UQ54288799) |
| 3312 | 21.01 | Accounts Receivable | Invoice | Improved | Products added for a branch other than the one listed in the main invoice details, no longer causes the branch to change for the record. Also note that the branch option in the Line Items tab, Find Products sub-tab can no longer be edited. (Web, 10.03.099, UQ60463985) |
| 3313 | 21.02 | Accounts Receivable | Invoice | Improved | The Find Products sub-tab is updated to use the Branch Standard Cost if the Price Override flag is set. This change is intended for the primary use of allowing different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. (Web, 21.01.040, UQ63302411) |
| 3314 | 21.03 | Accounts Receivable | Invoices To Print | Added | Added Sales Type and Department columns to: AR > Print Invoices and Live Data Reports > Service Contract List (Web, 21.02.054, UQ73622910) |
| 3315 | 21.02 | Accounts Receivable | Invoices To Print | Fixed | The Create Master Invoice now loads an invoiceas expected if there is a custom procedure (Web, Windows, 21.01.039, UQ63655727) |
| 3316 | 21.01 | Accounts Receivable | Invoices To Print | Fixed | When printing more than 10 invoices at the same time, a truncation error no longer displays (Windows, 10.03.020, UQ50382270) |
| 3317 | 21.01 | Accounts Receivable | Orders To Invoice Q | Fixed | Invoicing multiple orders no longer creates a single invoice for all line items (Web, 10.03.030, UQ52303797) |
| 3318 | 21.03 | Accounts Receivable | Total Invoicing | Fixed | The report no longer displays invoices with the PROJ_COGS type (Web, 21.02.035, UQ69472578) |
| 3319 | 21.01 | Accounts Receivable | Total Invoicing | Improved | The Master Invoice No column is added to display linked master invoices (Web, 10.03.052, UQ54290640) |
| 3320 | 21.01 | Accounts Receivable | Total Invoicing | Improved | The Show Sub Invoices check box is added to the Filters tab to display linked master invoices (Web, 10.03.052, UQ54290640) |
| 3321 | 21.01 | Accounts Receivable | Write Off Invoices | Fixed | An open Invoice opens in a new window as expected. Previously, the window would replace the existing Write Off Invoices window. (Web, 10.03.089, UQ59138743) |
| 3322 | 21.01 | Accounts Payable | Aged Payables Report | Fixed | The Due Date column is added ot he report and the details within the report are now more accurate (Web, Windows, 10.03.090, UQ58422080) |
| 3323 | 21.01 | Accounts Payable | Check Register | Added | The extended menu options Email Vendor Remittance Advice and Print Vendor Remittance Advice are added. Note the following details:
|
| 3324 | 21.01 | Accounts Payable | Check Register | Changed | The Amount column now displays two decimal places instead of four (Web, 10.03.060, UQ55574967) |
| 3325 | 21.03 | Accounts Payable | Check Register | Fixed | Selecting the Include Direct Payments check box how displays the correct results in the grid (Web, 21.02.032, UQ69559274) |
| 3326 | 21.01 | Accounts Payable | Check Register | Fixed | The Account drop-down box in the Filters tab now only displays accounts that have the Bank Flag box checked in the GL Accounts form (Web, 10.03.054, UQ53939381) |
| 3327 | 21.01 | Accounts Payable | Check Register | Fixed | The Check Register option is added to the Accounts Payable > Quick View menu. Also note that the Checks menu option is removed from the menu. (Web, 10.03.066, UQ56536954) |
| 3328 | 21.02 | Accounts Payable | Check Register | Fixed | Voided checks and amounts now display as expected (Web, 21.01.053, UQ65890170) |
| 3329 | 21.01 | Accounts Payable | Check Register | Fixed | Voiding ACH payments now works as expected (Web, 10.03.086, UQ58761194) |
| 3330 | 21.01 | Accounts Payable | Check Register | Improved | The Time Period drop-down is added to the Filters tab for easier defining of date ranges (Web, 10.03.060, UQ55624438) |
| 3331 | 21.01 | Accounts Payable | Checks To Print | Fixed | When a check is printed from outside of the Checks To Print form, such as the Voucher form, the correct check number displays for subsequent next checks (Web, 10.03.022, UQ50774147) |
| 3332 | 21.01 | Accounts Payable | Direct Payments Queue | Added | The Amount column now contains a total row at the bottom of the form (Web, 10.03.021, UQ50775142) |
| 3333 | 21.01 | Accounts Payable | Direct Payments Queue | Fixed | An error no longer displays when attempting to load the default filter for the form (Web, 10.03.022, UQ51118319) |
| 3334 | 21.03 | Accounts Payable | Direct Payments Queue | Fixed | The correct vouchers display as excpected when the date filter is set (Web, 21.02.026, UQ68301834) |
| 3335 | 21.03 | Accounts Payable | Direct Payments Queue | Fixed | The extended menu option Pay Selected now displays an error if vouchers are attempted to be payed but not posted (Web, 21.02.026, UQ66550123) |
| 3336 | 21.03 | Accounts Payable | Direct Payments Queue | Fixed | The grid now displays the expected information (Web, 21.02.020, UQ66824161) |
| 3337 | 21.01 | Accounts Payable | Direct Payments Queue | Fixed | When multiple vouchers are selected and one encounters an error, all of those vouchers will remain unposted and unreleased (Web, 10.03.054, UQ54906408) |
| 3338 | 21.01 | Accounts Payable | Direct Payments Queue | Improved | When processing ACH, users can now select the payment method, and the output file name displays the entered reference number for improved usability. Verify that the ACH process works as expected prior to upgrading your production environment. (Web, 10.03.030, UQ52130455) |
| 3339 | 21.01 | Accounts Payable | Import Expense Items | Fixed | Importing PCard entries now links to Employee record as expected (Web, 10.03.041, UQ53548573) |
| 3340 | 21.03 | Accounts Payable | PO Receive | Fixed | PO Receive Form: on saving, system now verifes the Qtyordered and if different, e.g due to a PO item split, system will give error message to maintain data integrity. (Web, 21.02.052, UQ73875012) |
| 3341 | 21.03 | Accounts Payable | PO Receive Q | Fixed | A SQL error no longer displays when attempting to receive PO and incomplete XML is sent to a procedure (Web, 21.02.026, UQ67933266) |
| 3342 | 21.01 | Accounts Payable | PO Receive Q | Fixed | Multiple receipt labels print as expected (Web, 10.03.036, UQ53047454) |
| 3343 | 21.01 | Accounts Payable | Print Checks | Fixed | Credit vouchers with a remaining balance can be printed as expected (Web, Windows, 10.03.020, UQ48616690) |
| 3344 | 21.02 | Accounts Payable | Print Checks | Fixed | Selecting a voucher with a post date greater by one day, now produces an error instead of allowing you to print check (Web, 21.01.028, UQ62213285) |
| 3345 | 21.02 | Accounts Payable | Print Checks | Fixed | The Printer Setup now saves settings as expected (Windows, 21.01.029, UQ62216456) |
| 3346 | 21.01 | Accounts Payable | Un-released Voucher Q | Fixed | The Filters tab now saves default options as expected (Web, 10.03.062, UQ55996493) |
| 3347 | 21.01 | Accounts Payable | Un-Released Voucher Q | Fixed | When multiple vouchers are selected and one encounters an error, all of those vouchers will remain unposted and unreleased (Web, 10.03.054, UQ54906408) |
| 3348 | 21.03 | Accounts Payable | Voucher | Changed | Voucher Form: Quick Search now includes the "TaxDist" as a searchable field. (Web, Windows, 21.02.049, UQ73624872) |
| 3349 | 21.03 | Accounts Payable | Voucher | Fixed | A Voucher whose line items sum up to nil extended cost will no longer cause an error; previously it would. (Web, 21.02.054, UQ73083226) |
| 3350 | 21.01 | Accounts Payable | Voucher | Fixed | Added freight populates the correct GL account details as expected. Previously, this may have prevented vouchers from being posted. (Web, Windows, 10.03.035, UQ52473121) |
| 3351 | 21.01 | Accounts Payable | Voucher | Fixed | Discounts display on the check stub portions as expected when printing directly from the Voucher form (Web, 10.03.022, UQ51118190) |
| 3352 | 21.01 | Accounts Payable | Voucher | Fixed | The extended menu option Apply This Credit Voucher populates the correct target invoice amount. If the target invoice is greater then the credit invoice, it pre-populates from the credit invoice balance. (Web, 10.03.026, UQ50112839) |
| 3353 | 21.01 | Accounts Payable | Voucher | Fixed | The extended menu option Apply This Credit Voucher where a credit voucher is less than the target voucher, now pre-populates with the credit voucher balance as expected. If the target invoice is greater, it pre-populates with the target invoice. (Web, Windows, 10.03.022, UQ50112839) |
| 3354 | 21.01 | Accounts Payable | Voucher | Fixed | The extended menu option Apply this Voucher Credit now only displays vouchers that are released for payment with a balance above 0 (Web, 10.03.023, UQ51176722) |
| 3355 | 21.03 | Accounts Payable | Voucher | Fixed | The extended menu option Change Vendor now updates the appropriate address (Web, Windows, 21.02.040, UQ71615563) |
| 3356 | 21.03 | Accounts Payable | Voucher | Fixed | The extended menu option Change vendor now works as expected (Web, 21.02.022, UQ67227139) |
| 3357 | 21.01 | Accounts Payable | Voucher | Fixed | The extended menu option Copy This Voucher also copies the Single Check setting (Web, 10.03.065, UQ56465883) |
| 3358 | 21.01 | Accounts Payable | Voucher | Fixed | The extended menu option Print Check is no longer active when a voucher is released but not posted (Web, 10.03.054, UQ54906408) |
| 3359 | 21.01 | Accounts Payable | Voucher | Fixed | The Line Items tab, Prep-Paid Expense sub-tab now displays the correct currency symbol base on the currency set for the company (Web, 10.03.032, UQ52583794) |
| 3360 | 21.02 | Accounts Payable | Voucher | Fixed | Users can no longer post vouchers with prepaid expense items if any item has a begin date that is before the posting date (Web, Windows, 21.01.021, UQ60390265) |
| 3361 | 21.03 | Accounts Payable | Voucher | Fixed | Voucher > Line Items tab: when user adds a manual line item - and links it to a MasterNo - system now checks (enables) the item discount flag, if the voucher header includes a discount days/% value (similar to behaviour when adding line item with MasterNo from Find Product subtab) (Web, 21.02.056, UQ74735172) |
| 3362 | 21.01 | Accounts Payable | Voucher | Fixed | Voucher items with foreign exchange that are not tied to purchase orders now go to the FE account when posted, as expected (Web, 10.03.098, UQ59526566) |
| 3363 | 21.01 | Accounts Payable | Voucher | Fixed | Vouchers with a pre-paid schedule no longer receive an FX amount if the company currency matches the voucher currency (Web, Windows, 10.03.036, UQ53052320) |
| 3364 | 21.01 | HR | Admin Projects | Fixed | When creating or updating projects, the system now checks if project exist by company number (Web, 10.03.061, UQ55748753) |
| 3365 | 21.02 | HR | Candidate | Fixed | Issues involving Phone field formatting based on country are now resolved (Web, 21.01.033, UQ62547416) |
| 3366 | 21.02 | HR | Create Global Employee Schedule | Fixed | The Allocations per Day field can now be edited as expected when creating a new glocal schedule (Web, 21.01.021, UQ60606096) |
| 3367 | 21.02 | HR | Employee | Fixed | Issues involving Phone field formatting based on country are now resolved (Web, 21.01.033, UQ62547416) |
| 3368 | 21.01 | HR | Employee | Fixed | The permission HREMPLOYEE now only allows users the ability to view and edit Employee records for employees that report to that user. Previously, this permission allowed users to view and edit all Employee records. For the ability to edit all Employee records, users must have the HRADMIN permission. (Web, 10.03.087, UQ55690413) |
| 3369 | 21.01 | HR | Employee | Fixed | The Schedule tab now displays the Add Scheduled Item modal as expected (Web, 10.03.086, UQ58706872) |
| 3370 | 21.01 | HR | Employee | Fixed | The Wage Type tab now displays the Hourly Rate details with two decimal places instead of four (Web, 10.03.079, UQ57925131) |
| 3371 | 21.01 | HR | Employee | Improved | The Salary Amount field now displays two decimal places instead of four (Web, 10.03.061, UQ55691588) |
| 3372 | 21.03 | HR | HR Time Request | Changed | Updated time off allocation verbiage to be user controlled (Web, 21.02.046, UQ73169413) |
| 3373 | 21.03 | HR | HR Time Request | Fixed | ADMIN type users are now able to access the form without having to have an employee record. Also, users with the HRADMIN_VIEW permission are now able to view any employee's request, provided they are not inactive or terminated. (Web, 21.02.022, UQ67223767) |
| 3374 | 21.02 | HR | HR Time Request | Fixed | Duplicate rows no longer display in task lists when an employee requests multiple days (Web, 21.01.026, UQ61352840) |
| 3375 | 21.01 | HR | HR Time Request | Fixed | Global Schedule entries are automatically assigned a status when created. Previously, if a status was not assigned, the field remained blank and time request could not be approved. (Web, 10.03.032, UQ52475414) |
| 3376 | 21.02 | HR | HR Time Request | Fixed | HR personnel will now only see time request tasks for users with the same company number. Previously, in multi-company setups, HR personnel would see request for all companies. (Web, 21.01.021, UQ61035918) |
| 3377 | 21.03 | HR | HR Time Request | Fixed | PTOAPPROVE_EXEC permission can now be inherited from a group or as ADMIN usertype; previously it was honoured only if explicitly granted to a user. (Web, 21.02.053, UQ66750125) |
| 3378 | 21.03 | HR | HR Time Request | Fixed | The Employee field now displays at expected. Previously, in some cases, the employee number would display instead of the actual name. (Web, 21.02.031, UQ69222649) |
| 3379 | 21.01 | HR | Timebill Payroll Approval | Fixed | The expected results display when the Filters tab Company drop-down box is set to ALL (Web, 10.03.060, UQ55623543) |
| 3380 | 21.03 | HR | Vacation / Leave Schedule | Added | Added filter for Status, with multi-select, for options where state is not POST, e.g. APPROVED, MGRSUBMIT, HRSUBMIT. (Web, 21.02.054, UQ67932815) |
| 3381 | 21.01 | HR | Vacation / Leave Schedule | Added | The permission HRSCHEDCAL is added for allowing users access to the from either the Quick Launch toolbar or from a location specified in Maintenance > User Menu Administration. Access from the HR menu still requires the HRMENU permission. (Web, 10.03.092, UQ59469952) |
| 3382 | 21.01 | General | Access Info | Improved | Changes are made to the Access Info form for improved usability. Note the following:
|
| 3383 | 21.02 | General | Access Info | Improved | Various fields now contain a copy icon, for copying information to the user's clipboard (Web, 21.01.052, UQ65621205) |
| 3384 | 21.01 | General | Activity | Fixed | Adding a new activity now works as expected in all forms. Previously in some cases, there were some rare undesired behaviors. (Web, 10.03.080, UQ58145522) |
| 3385 | 21.01 | General | Activity | Fixed | Improved searching for linking records such as purchase orders and opportunities (Web, 10.03.023, UQ51119452) |
| 3386 | 21.02 | General | Activity | Fixed | The Link No field is no longer editable (Web, 21.01.035, UQ63041168) |
| 3387 | 21.01 | General | All forms | Added | The Add To Quick Launch option in all forms now allows users to assign an icon from the pop-up window. Icon options only display when the Toolbar Flag box is checked. (Web, 10.03.021, UQ50627362) |
| 3388 | 21.01 | General | All forms | Changed | The following forms are read-only in the windows client and can only be edited in the web client
|
| 3389 | 21.01 | General | All forms | Fixed | Forms now save without errors when mandatory fields that are not accessible to external users are not visible (Web, 10.03.099, UQ60126734) |
| 3390 | 21.01 | General | All forms | Fixed | Grid buttons in forms now align correctly. This issue was a result of recent updates in Firefox and Chrome based browsers. (Web, 10.03.040, UQ53322226) |
| 3391 | 21.01 | General | All forms | Fixed | Grids containing different currency symbols will now display the correct currency on an per item basis (Web, 10.03.063, UQ55996692) |
| 3392 | 21.01 | General | All forms | Fixed | Phone numbers with extensions now work as expected when using softphones. (Web, 10.03.020, UQ50157256) |
| 3393 | 21.01 | General | All forms | Fixed | Pop up windows (modals) no longer appear blurred (Web, 10.03.025, UQ49486412) |
| 3394 | 21.03 | General | All forms | Fixed | Text boxes now dsiplays new lines as expected when pressing Enter. Previously, users needed to press Shift+Enter to dsiplay the new line in the saved entry. (Web, 21.02.021, UQ65888272) |
| 3395 | 21.01 | General | All forms | Fixed | When searching for a customer from another form, and opening a customer record, a new windows displays instead of opening the customer record in the original form window (Web, 10.03.020, UQ50067752) |
| 3396 | 21.01 | General | All forms | Improved | The Department field in various forms now supports up to 50 characters. Previously, the limit was 20 characters. (Web, 10.03.046, UQ54141736) |
| 3397 | 21.01 | General | All forms | Improved | The time stamp generated for the Quick Notes and Comments fields in forms is reformatted to be more consistent with the rest of the system. This revised format is yyyy-mm-dd hh:mm:ss. (Web, 10.03.037, UQ53164487) |
| 3398 | 21.01 | General | All forms | Removed | The following forms are removed in the windows client:
|
| 3399 | 21.03 | General | Company | Fixed | Data integrity enforced for inactive company (customer/vendor) or site data: system now displays an error message if user attempts to add any potential "financial" related record. Specifically, system prevents the addition of a new sales opportunity, quote, order, project, customer invoice, service contract, service call, or product to an inactive company or site; and the addition of a purchase order or voucher to an inactive vendor record. (Web, 21.02.059, UQ74831182) |
| 3400 | 21.03 | General | Contact | Added | Contact form now has extended menu option "Create VCF". The vCard is saved as a . vcf file, which is the Internet standard for sharing contact information. (Web, 21.02.052, UQ59067001) |
| 3401 | 21.01 | General | Contact | Fixed | A newly created opportunity from the Contact form now contains the customer and site details based on that contact (Web, 10.03.066, UQ56541412) |
| 3402 | 21.03 | General | Contact | Fixed | On creating a new contact, system leaves Category field blank; previously it was set to "ALL". (Web, 21.02.049, UQ73544040) |
| 3403 | 21.03 | General | Contact | Fixed | The Reports To field can now be blanked out (Web, 21.02.023, UQ67322337) |
| 3404 | 21.02 | General | Contact | Fixed | When searching contacts, the grid displays the correct information in the Contact Type field. Previously, data did not display, also resulting in errors when attemtping to export grid details to Excel. (Web, 21.01.046, UQ64413729) |
| 3405 | 21.02 | General | Contact | Improved | The Contact field now contains a copy icon. This copies name, address, and phone details to the user's clipboard. (Web, 21.01.052, UQ65519789) |
| 3406 | 21.01 | General | Contact | Improved | The Contact tab Location sub-tab fields are reorganized for improved usability (Web, 10.03.020, UQ50298283) |
| 3407 | 21.01 | General | Contact | Improved | The photo for contact can now be displayed on the main Contact tab of the form. To do this, add the the word "default" to the Comments box. (Web, 10.03.058, UQ51321544) |
| 3408 | 21.01 | General | Customer | Added | The Email tab now displays a record of emailed customer statements with the attached report (Web, 10.03.023, UQ51119822) |
| 3409 | 21.01 | General | Customer | Changed | The Cust/Vend tab Cust Grps sub-tab is renamed Company Groups (Web, 10.03.029, UQ52095925) |
| 3410 | 21.01 | General | Customer | Changed | The Customer sub-tab Collection No field is renamed Collection Q (Web, 10.03.086, UQ58706342) |
| 3411 | 21.03 | General | Customer | Fixed | Customers with customizations on the Service Contract grid in the Call form will notice that the custom columns no longer show up on the Service Contract grid on the Customer form. Customers who have customized this grid using the Customize Grid option may also find their custom columns have been reset. (Web, Windows, 21.02.026, UQ68394205) |
| 3412 | 21.01 | General | Customer | Fixed | The Customer sub-tab Collection Q field changes displays as expected when the form is saved (Web, 10.03.086, UQ58706342) |
| 3413 | 21.01 | General | Customer | Fixed | The Invoices tab now displays the expected currency symbol (Web, 10.03.036, UQ53046986) |
| 3414 | 21.01 | General | Customer | Fixed | The Order tab grid now displays currency symbols (Web, 10.03.062, UQ55948213) |
| 3415 | 21.01 | General | Customer | Fixed | The Site tab now contains a column with a lock icon, in conjunction with other Access Info related improvements in this release. Should any Access Info records be linked to the site, they can be accessed from this grid if the user has permission. (Web, 10.03.099, UQ60462912) |
| 3416 | 21.01 | General | Customer | Fixed | The Type field is editable when the CUSTOMERRESTRICT configuration setting is set to ON (Web, 10.03.031, UQ52409068) |
| 3417 | 21.02 | General | Customer | Fixed | Users can now revert/undo changes for a new customer record wtihout needing the CUSTOMER delete permission (Web, 21.01.021, UQ59463196) |
| 3418 | 21.01 | General | Customer | Improved | The Project tab now displays for records that are of the Type PROSPECT and SUSPECT, and where Status is ACTIVE (Web, 10.03.063, UQ56122103) |
| 3419 | 21.01 | General | Customer | Removed | The Rates tab is removed because it is no longer used in the system (Web, 10.03.082, UQ58288488) |
| 3420 | 21.03 | General | Document | Added | The extended menu option Replace Documents From File option is added. This is accessed from any Document grid extended menu option Document Properties. (Web, 21.02.028, UQ67640858) |
| 3421 | 21.03 | General | Document | Added | The extended menu option Replace Documents From File option is added. This is accessed from any Document grid extended menu option Document Properties. (Web, 21.02.032, UQ67640858) |
| 3422 | 21.01 | General | Document | Added | The extended menu options for managing documents such as logos that come in as attachments on emails that are stored as documents, resulting in needless clutter. When a logo has been omitted, that logo and any other identical logo (e.g. tied to the same customer) will no longer display in Document grids. Also note the following:
|
| 3423 | 21.03 | General | Document | Added | You can now link a documents from one record to another. To do this open a Documents grid, select the rows you want and drag them to the Documents grid for the other record. (Web, 21.02.039, UQ60752306) |
| 3424 | 21.03 | General | Document | Changed | From any print modal, when selecting Email or eAcceptance as the destination, the email form will now open in a new window; previously system would display in a new tab. (Web, 21.02.053, UQ72827583) |
| 3425 | 21.01 | General | Document | Fixed | ADMIN type users can now view document and change document properties without requiring a password where one is applied (Web, 10.03.052, UQ54693387) |
| 3426 | 21.03 | General | Document | Fixed | Document Properties > Permissions tab now displays the add/delete button only if you have permission (Web, 21.02.045, UQ72742025) |
| 3427 | 21.01 | General | Document | Fixed | Documents contain in a URL in various forms now work as expected (Web, 10.03.062, UQ55946003) |
| 3428 | 21.02 | General | Document | Fixed | Issues with downloading documents is resolved. Previously, in some cases, the donwloaded file might have contains a space or underscrore after the extension. (Web, 21.01.051, UQ64956593) |
| 3429 | 21.03 | General | Document | Fixed | Large size documents may now be successfully uploaded on windows client and downloaded on web client. (Web, Windows, 21.02.050, UQ73725606) |
| 3430 | 21.01 | General | Document | Fixed | Link URLs for links to documents now display in their entirety. Previously, long URLs would be truncated and would result in an error message when added. (Web, 10.03.068, UQ56847361) |
| 3431 | 21.03 | General | Document | Fixed | Link, delete, preview, download, email now pays ttention to enhanced document permissions; edit document properties pays attention to edit permission. (Web, 21.02.049, UQ73254064) |
| 3432 | 21.01 | General | Document | Fixed | Outlook emails dragged into the document uploader works as expected (Web, 10.03.076, UQ57566900) |
| 3433 | 21.01 | General | Document | Fixed | Sub-categories now display as expected when linked to specific categories (Web, 10.03.097, UQ59894101) |
| 3434 | 21.01 | General | Document | Fixed | When a category is selected, the corresponding sub-categories display as expected (Windows, 10.03.025, UQ49605688) |
| 3435 | 21.03 | General | Document | Fixed | Windows client: system no longer allows user to delete documents linked to eAcceptance requests. Web client: system no longer allows user to delete documents linked to expense items that have been submitted. (Web, Windows, 21.02.053, UQ74185951) |
| 3436 | 21.01 | General | Document | Improved | The system now displays a message while a document is being deleted. In the case of a slower connection, this assures the users that the deletion process is occurring. (Web, 10.03.081, UQ57771923) |
| 3437 | 21.03 | General | Document Management | Fixed | The File Name column now populates in the grid as expected (Web, 21.02.026, UQ68044174) |
| 3438 | 21.01 | General | Expense | Changed | Expense forms are now disabled in the windows client (Windows, 10.03.062, UQ56053851) |
| 3439 | 21.03 | General | Expense | Fixed | Expenses form with "Show All" checkbox checked: user can now add and save a new expense claim item; previously an error would display. (Web, 21.02.060, UQ75325904) |
| 3440 | 21.02 | General | Expense | Fixed | Importing multiple PCARD expenses now displays a preview of individual expense items as expected (Web, 21.01.026, UQ61911850) |
| 3441 | 21.01 | General | Expense | Fixed | Improved searching for linking records such as purchase orders and opportunities (Web, 10.03.023, UQ51119452) |
| 3442 | 21.02 | General | Expense | Fixed | Split expense items now post as expected when the individual amounts total to the original amount (Web, 21.01.025, UQ61667661) |
| 3443 | 21.03 | General | Expense | Fixed | When adding a new expense items, the pay selected category no longer displays in the Pay Method drop-down (Web, 21.02.039, UQ71527976) |
| 3444 | 21.01 | General | Expense | Improved | User expenses have been redesigned. Note the following changes:
|
| 3445 | 21.03 | General | External User | Added | A new external user interface is added to the web client is redesigned for improved usability. Note the following:
|
| 3446 | 21.03 | General | Find Product | Fixed | The number or returned rows is no longer limited to 1000 (Web, 21.02.031, UQ66677934) |
| 3447 | 21.02 | General | Global Comments | Fixed | Global comments now load as expected when there are multiple HTML editors in a form, and a user attempts to insert comments into multiple editors before saving the form. (Web, 21.01.046, UQ64321912) |
| 3448 | 21.01 | General | Global Comments | Improved | All templates in the system are moved to global comments. Templates previously used for HTML editors such as SOW tabs and Email forms are now centrally managed in View > Global Comments. Also note the following:
|
| 3449 | 21.03 | General | Grids | Added | Some grids including the Project form Task tab, now have the IWR (inter-window refresh) check box. Note the following:
|
| 3450 | 21.01 | General | Grids | Added | The right click option Customize Grid is added to most of the grids in web client. This allows administrators to customize columns and the data that displays in grids, using advanced options that are similarly available for live data reports. (Web, 10.03.026, UQ49875869) |
| 3451 | 21.03 | General | Grids | Fixed | Clean up rows remaining in _edit tables at time user closes a form with a paginated grid. (Web, 21.02.049, UQ73384795) |
| 3452 | 21.03 | General | Grids | Fixed | Grids that have external user visibility now only display customizations for internal users (Web, 21.02.034, UQ70171698) |
| 3453 | 21.01 | General | Grids | Fixed | Issues surrounding grid freezing and keyboard shortcuts (hotkeys) are resolved (Web, 10.03.023, UQ51278697) |
| 3454 | 21.03 | General | Grids | Fixed | Line item grids: user may now navigate cursor across cells in the grid, left and right, using the keyboard left/right arrow keys, respectively. (Web, 21.02.060, UQ73542991) |
| 3455 | 21.02 | General | Grids | Fixed | Opening a grid record from various forms now opens in a new window instead of replacing the existing form (Web, 21.01.021, UQ60985122) |
| 3456 | 21.03 | General | Grids | Fixed | Records now now be opened as expected after grid columns are frozen and sorted (Web, 21.02.039, UQ71448017) |
| 3457 | 21.03 | General | Grids | Fixed | Toggling on a column header to sort a column alphabetically acending/descending now functions for grouped data (by mouse right click "Group by..."column feature) on non-paginated grid. (Web, 21.02.052, UQ73810169) |
| 3458 | 21.01 | General | Grids | Fixed | Various issues with grid exporting are resolved (Web, 10.03.084, UQ42593583) |
| 3459 | 21.02 | General | Grids | Fixed | Various issues with grid exporting are resolved (Web, 21.01.053, UQ65357750) |
| 3460 | 21.03 | General | Navigation | Changed | Improved usability when a modal window pops up to prompt user for input: system now focuses cursor on the input field. (Web, 21.02.052, UQ73810187) |
| 3461 | 21.03 | General | Navigation | Fixed | Web Client > Single Page Mode: fixed issue with missing navigation main menu / toolbar menu; previously this would occur on some devices and browsers, e.g. iPhone with Chrome or Safari browser. (Web, 21.02.063, UQ75626796) |
| 3462 | 21.01 | General | Order | Added | The Line Items tab extended menu option Set Request Date is added, allowing users to update the request date of the selected line items (Web, 10.03.079, UQ57407104) |
| 3463 | 21.02 | General | Order | Fixed | COGS will now recognize correctly when unshipping a RMA (Web, Windows, 21.01.049, UQ64852858) |
| 3464 | 21.03 | General | Order | Fixed | Display error to prevent NO BILL items on order from appearing on a Project or Call at time of approving an order with Unified Type rules defined to create a Project or Call. Reason: to avoid future issues with project and service posting of revenue and cost. (Web, 21.02.044, UQ69122882) |
| 3465 | 21.01 | General | Order | Fixed | Error displays as expected when importing master items fails (Web, 10.03.094, UQ59594190) |
| 3466 | 21.02 | General | Order | Fixed | ICO A type line items can now be eleted as expected (Web, 21.01.046, UQ64411989) |
| 3467 | 21.03 | General | Order | Fixed | Items linked to master profiles will now refresh their prices according to default price list applied to the master profile (Web, 21.02.032, UQ69557979) |
| 3468 | 21.01 | General | Order | Fixed | Line items that are of the A, Q, or K type can no longer have a negative price or cost (Web, Windows, 10.03.062, UQ55949885) |
| 3469 | 21.01 | General | Order | Fixed | Margins are now correctly displayed for CCO line items (Web, 10.03.052, UQ54746295) |
| 3470 | 21.03 | General | Order | Fixed | Orders linked to projects can longer be marked as NO BILL (Web, 21.02.028, UQ68042801) |
| 3471 | 21.01 | General | Order | Fixed | Receiving a purchase order updates the staging location details on the order expected (Windows, 10.03.028, UQ51965708) |
| 3472 | 21.02 | General | Order | Fixed | Right clicking highlighted values to get a sum value in the Qty column no longer rounds if decimal values exist where permitted and being actual sum (Web, 21.01.054, UQ64212549) |
| 3473 | 21.03 | General | Order | Fixed | Sales Order Report: Cost Item column now displays the the correct unit cost of each item; previously system would show nil. (Web, 21.02.053, UQ74165878) |
| 3474 | 21.01 | General | Order | Fixed | Special Order items are no longer marked as SHIPPED when added to the Parts tab (Web, 10.03.053, UQ54542299) |
| 3475 | 21.01 | General | Order | Fixed | Special order items no longer automatically ship then auto-shipping is setup in the system (Web, 10.03.036, UQ53051356) |
| 3476 | 21.03 | General | Order | Fixed | The extended menu option Mark as Billed now ignores the proper item types (Web, 21.02.022, UQ67144089) |
| 3477 | 21.01 | General | Order | Fixed | The Line Items tab Qty column can now be edited as expected when the item is linked to a PO, CCO, or the Alloc. box in the Details sub-tab is checked (Web, 10.03.051, UQ54543732) |
| 3478 | 21.02 | General | Order | Fixed | The Line Items tab, right click, sum option will no longer round if decimal values exist where permitted and being actual sum (Web, 21.01.044, UQ64212549) |
| 3479 | 21.03 | General | Order | Fixed | The Profit tab now displays the correct currency symbols (Web, 21.02.042, UQ72199127) |
| 3480 | 21.01 | General | Order | Fixed | The Total details in the form correctly display after line item importing is canceled (Web, 10.03.056, UQ55151550) |
| 3481 | 21.03 | General | Order | Fixed | Upon saving the form, the system will check to ensure a tracking number exists. If a tracking number does not exist, one wil be automatically generated. (Web, 21.02.038, UQ71280889) |
| 3482 | 21.01 | General | Order | Fixed | When a sale type is linked to service contract creation, the bill frequency now defaults to ANNUAL (Web, Windows, 10.03.083, UQ58354085) |
| 3483 | 21.02 | General | Order | Fixed | When line items are copied from one order to another, the branch details are automatically updated (Web, 21.01.021, UQ60010924) |
| 3484 | 21.02 | General | Order | Improved | Picking an item with a default staging location will now populate the staging location properly (Web, 21.01.048, UQ64759621) |
| 3485 | 21.01 | General | Order | Improved | The extended menu option Refresh Line Item Prices and Costs now incudes MSRP in the update where possible (Web, 10.03.062, UQ55951875) |
| 3486 | 21.01 | General | Order | Improved | The SOW tab now uses global comments instead of templates for adding predefined text. Also note the following:
|
| 3487 | 21.02 | General | Order | Improved | Various areas in the form are updated to use the Branch Standard Cost if the Price Override flag is set. This change is intended for the primary use of allowing different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. (Web, 21.01.040, UQ63302411) |
| 3488 | 21.01 | General | Order | Improved | Various fields can now be edited for records in the APPROVEQ and AUTHORIZED status. (Web, 10.03.083, UQ24631435) |
| 3489 | 21.01 | General | Order | Improved | Various fields can now be edited for records in the PICKQ, SHIPQ, PARTSHIP, and APPROVED status. (Web, 10.03.083, UQ24631435) |
| 3490 | 21.03 | General | Print Options | Added | The eAcceptance option is added to various forms as a secure mechanism for requesting a digital signatures from Q360 contacts. The contact does not need to log in to Q360 but they must have a valid email address linked to their Contact record. This option is located in Document grids and Print modals, where applicable. (Web, 21.02.043, UQ51855633) |
| 3491 | 21.01 | General | Print Options | Fixed | All contacts now display even if there are duplicate emails (Web, 10.03.063, UQ56001360) |
| 3492 | 21.01 | General | Print Options | Fixed | The Add PDF check box generates the document and is inserted into the Documents grid of the record as expected (Web, 10.03.037, UQ53052358) |
| 3493 | 21.02 | General | Print Options | Fixed | When multiple variations of an SSRS report are printed, the options for each report display as expected (Web, 21.01.046, UQ64325237) |
| 3494 | 21.03 | General | Program Efficiency | Fixed | CommissionAdvice Column GROSSMARGIN: increased from 6,2 to 10,2 - and now matches stored procedures. (Web, 21.02.057, UQ74831146) |
| 3495 | 21.03 | General | Program Efficiency | Fixed | Updated the PDF library to the latest version and changed the look and feel of the Previewer to be more consistent with the Google PDF preview. (Web, 21.02.057, UQ74350695) |
| 3496 | 21.02 | General | Program Efficiency | Fixed | Updates are made to the HTML editor component for improved formatting (Web, 21.01.036, UQ62770540) |
| 3497 | 21.02 | General | Quick Search | Fixed | The Filter tab changes now save as expected (Web, 21.01.029, UQ62286990) |
| 3498 | 21.02 | General | Quick Search | Improved | The Filters tab option Include Address is added. This searches the first Address field in Company and Site forms. (Web, 21.01.030, UQ62293235) |
| 3499 | 21.03 | General | Send Email | Fixed | Addressed compatibility issue when sending email from webmail. Added new setting for settings.ini.php -> smtp_imap_sent_items (TRUE / FALSE). When set to true, after delivering an email with SMTP, webmail will make an IMAP connection to copy the email into the "Sent Items" folder. The imap connection depends on settings: imap_server, imap_port, imap_security (Web, 21.02.045, UQ72741814) |
| 3500 | 21.03 | General | Site | Fixed | Site form > added delete button; system will verify and display the site record related ties and/or dependencies, if any. (Web, 21.02.055, UQ72024625) |
| 3501 | 21.02 | General | Site | Fixed | The Default Payee box no longer displays an unnecessary error when checked (Web, 21.01.027, UQ62090230) |
| 3502 | 21.03 | General | Site | Fixed | The Delete icon is added to the Site form (Web, 21.02.042, UQ72024625) |
| 3503 | 21.02 | General | Site | Improved | The Comapny field now contains a copy icon. This copies name, address, and phone details to the user's clipboard. (Web, 21.01.052, UQ65519789) |
| 3504 | 21.01 | General | Site | Improved | The search results grid now excludes inactive sites from the results (Web, 10.03.063, UQ56121993) |
| 3505 | 21.01 | General | Site | Improved | The Website field label is now a hyperlink that opens a new browser tab with the specified URL (Web, 10.03.065, UQ56410997) |
| 3506 | 21.01 | General | To Do List | Fixed | New list items no longer duplicate unexpectedly (Web, 10.03.082, UQ58280639) |
| 3507 | 21.03 | General | User Menu Item | Removed | Deprecated and removed all references to 3rd party "WalkMe" platform; instead system will leverage built-in system context-senstive help. (Web, 21.02.052, UQ73806863) |
| 3508 | 21.01 | General | User Preferences | Added | The User Preferences form is added and is located in the main menu below the logged in user name on the right. Non-admin users can do the following:
|
| 3509 | 21.03 | General | User Preferences | Fixed | The navigation bar displays as expected when opened in a new tab in windowed mode and as a single page (Web, 21.02.027, UQ68493737) |
| 3510 | 21.01 | Work Queues | My Tasks | Fixed | Opening a Voucher in the grid no longer displays an error (Web, 10.03.040, UQ53483619) |
| 3511 | 21.01 | Work Queues | My Tasks | Fixed | The User ID drop-down box no longer displays blank as an option (Web, 10.03.092, UQ59465438) |
| 3512 | 21.02 | Work Queues | My Tasks | Fixed | Voucher approval records now display the company name in the Company column as expected (Web, 21.01.042, UQ64047508) |
| 3513 | 21.01 | Work Queues | Workflow | Added | Buckets using WF_Queue_Task_List data source can now be filtered by Project Leader (Web, 10.03.024, UQ51388685) |
| 3514 | 21.02 | Work Queues | Workflow | Fixed | A workflow copy now contains the filtering from the copied workflow (Web, 21.01.039, UQ63657272) |
| 3515 | 21.01 | Work Queues | Workflow | Fixed | An error no longer displays in workflows when the title contains the & symbol (Web, 10.03.054, UQ54912498) |
| 3516 | 21.03 | Work Queues | Workflow | Fixed | Multi-select filters now work as expected (Web, 21.02.026, UQ68297267) |
| 3517 | 21.03 | Work Queues | Workflow | Fixed | Workflow Definition will no longer save if add/edit filter tag names contain special characters since special characters will cause error messages when user attempts to edit/apply a workflow filter. (Web, 21.02.052, UQ73809965) |
| 3518 | 21.03 | Work Queues | Workflow | Improved | Enhancements are made to the Projects Overview and My Projects workflows (Web, 21.02.037, UQ67405280) |
| 3519 | 21.01 | Work Queues | Workflow | Improved | Entries within the grid buckets Unreleased Vouchers and PO Vouchers can now be opened (Web, 10.03.067, UQ56609002) |
| 3520 | 21.02 | Work Queues | Workflow | Improved | Support is added for [WF:TEXT1], [WF:TEXT2], [WF:TEXT3] for bucket captions. These tokens are replaced dynamically with the contents of resq_workflow_text1,2,3 as returned by the buckets datasource. This is a legacy workflow feature that is mostly for specific customs. Support for [WF:TAGNAME] for bucket captions. Where "TAGNAME" can be any one of the tagnames that you are using in the filters tab of this Workflow definition. When the workflow refreshes data, the value stored in that filter (ex. Branch) will be filled in on the bucket. (Web, 21.01.054, UQ65891802) |
| 3521 | 21.01 | Work Queues | Workflow | Improved | The Diagram tab, Data Source Definition grid now contains the Load Serially option. This allows buckets to load data in parallel to get all the data at the same time, or sequentially to get the data for one bucket, then the next without causing issues. (Web, 10.03.090, UQ56995319) |
| 3522 | 21.03 | Work Queues | Workflow - Accounts Receivable | Fixed | The Projects to Invoice bucket now excludes tasks from projects that are not active (Web, 21.02.039, UQ70845429) |
| 3523 | 21.01 | Work Queues | Workflow - Engineering | Fixed | Open bucket grids display in the correct order when sorted by date (Web, 10.03.023, UQ51077996) |
| 3524 | 21.01 | Work Queues | Workflow - Engineering | Fixed | The date formatting within bucket grids is changed from MM-DD-YYYY to YYYY-MM-DD (Web, 10.03.064, UQ56173980) |
| 3525 | 21.03 | Work Queues | Workflow - My Projects | Fixed | Projects in the POST state no longer display in the Task Overdue bucket (Web, 21.02.028, UQ68579568) |
| 3526 | 21.01 | Work Queues | Workflow - My Sales | Fixed | The Authorized Customer Quotes bucket now displays quotes for customers of type CUSTOMER and CUSTVEND. Previously, only authorized quotes of the type CUSTOMER might have displayed. (Web, 10.03.072, UQ57249492) |
| 3527 | 21.03 | Work Queues | Workflow - Service Overview | Fixed | The WF_Queue_Call_No_Activity_List live data report now excludes excluding calls in POST and PRE state as expected (Web, 21.02.042, UQ72119116) |
| 3528 | 21.03 | Reports | Live Data - Design SQL | Changed | Live Data Reports > Design SQL Tab: Added a Pagination Limit that allows user to control the number of rows required before pagination behavior will occur. Previously, it was hardcoded to 500 rows. If set to 0, report will NOT use pagination. Assumptions: report supports pagination, must be a VIEW, must not have "top rows" set, must have a valid primary key ("PK") defined in datadict, must not be using database grouping. (Web, 21.02.053, UQ74185700) |
| 3529 | 21.03 | Reports | Live Data - Design SQL | Fixed | Live Data Reports > Design SQL Tab > DB Grouping > Calculated Field modal form: added "Exclude From DB Grouping" checkbox to be visible if the report is using DB Grouping. This allows user to produce a calculated field that contains a constant value, without breaking the group by clause. (Web, 21.02.055, UQ74423906) |
| 3530 | 21.01 | Reports | Dashboards and Graphs | Added | A copy widget option is added to the graph view for forms and records. To copy a widget, right click on a grid where a widget already exists and click the Add button. In the pop-up window the option Copy Current Widget displays. (Web, 10.03.021, UQ50626262) |
| 3531 | 21.01 | Reports | Dashboards and Graphs | Added | A delete options is added to graph widgets. To delete a widget, right click on a grid where a widget already exists and click the Edit button. In edit mode the Delete button appears. (Web, 10.03.021, UQ50626707) |
| 3532 | 21.01 | Reports | Dashboards and Graphs | Added | The Grid Widget form is added and is located in Maintenance > Grid Widget Definitions. This form allows you to view any widget in Q360 without having to navigate to that particular grid. If the widget belongs to a live data report, you will also see a tab that displays the live data report if you are permitted to run that report. (Web, 10.03.059, UQ55295174) |
| 3533 | 21.01 | Reports | Dashboards and Graphs | Added | The One Dashboard is added and for providing indepth information based on the Break Even Forecast and Cash Flow Forecast data sources (Web, 21.01.001, N/A) |
| 3534 | 21.02 | Reports | Dashboards and Graphs | Added | The Time Bill By Employee Summary dashboard is added (Web, 21.01.055, UQ64953869) |
| 3535 | 21.03 | Reports | Dashboards and Graphs | Changed | "Project Overview" Dashboard (Q0234): changed filter "Type" to be a multi-select field. This allows a user to include/exclude "ADMIN" type projects. (Web, 21.02.055, UQ69121608) |
| 3536 | 21.02 | Reports | Dashboards and Graphs | Fixed | An issue ivolving custom gauge settings resulting in number values displaying incorrectly is resolved (Web, 21.01.032, UQ62690222) |
| 3537 | 21.03 | Reports | Dashboards and Graphs | Fixed | Disabled default Public Flag for: Sales Dashboard User Task List and Service Contract Profitability (Web, 21.02.049, UQ73622793) |
| 3538 | 21.01 | Reports | Dashboards and Graphs | Fixed | Issues surrounding dashboards and grid loading are resolved (Web, 10.03.045, UQ54080716) |
| 3539 | 21.01 | Reports | Dashboards and Graphs | Fixed | Sales Admins now have visibility of Sales Dashboard by using the Filters tab option User ID. The person viewing the dashboard must be the the Reports To for the seleted user and must have the MYTASKALL view permission. (Web, 10.03.063, UQ56001740) |
| 3540 | 21.01 | Reports | Dashboards and Graphs | Fixed | The Cash Position dashboard now includes the current date (Web, 10.03.077, UQ57725544) |
| 3541 | 21.02 | Reports | Dashboards and Graphs | Fixed | The Description field is increased in size. Previously, this may have caused a truncation error. (Web, 21.01.028, UQ62217723) |
| 3542 | 21.02 | Reports | Dashboards and Graphs | Fixed | The Purchasing dashboard Last 12 Months details now display more correct information (Web, 21.01.051, UQ64665941) |
| 3543 | 21.03 | Reports | Dashboards and Graphs | Fixed | The Revenue CM and Revenue LM values in the Executive Dashboard more accurately reflect the details in the Sales Booking report (Web, 21.02.033, UQ69816093) |
| 3544 | 21.01 | Reports | Dashboards and Graphs | Fixed | The Sales Booking dashboard Sales Booking grid now displays the GM column as a percentage (Web, 10.03.029, UQ52240716) |
| 3545 | 21.01 | Reports | Dashboards and Graphs | Improved | A play icon is added to the Dashboard form navigation bar to cycle through all of the dashboard widgets in a maximized view. Also note the following:
|
| 3546 | 21.01 | Reports | Dashboards and Graphs | Improved | A speech bubble icon is added to the action bar for hiding and displaying data labels for dashboard widgets. Hiding specific numerical values can be useful as it provides a generally cleaner look and can eliminate possible overlapping of values on other elements of the dashboard. Hovering over specific areas of a widget will still display the fine details. (Web, 10.03.048, UQ54352655) |
| 3547 | 21.01 | Reports | Dashboards and Graphs | Improved | Alerts and alert thresholds can now be added to dashboard graphs/widgets. Note the following:
|
| 3548 | 21.01 | Reports | Dashboards and Graphs | Improved | Colorization for graphs is improved. Note the following:
|
| 3549 | 21.03 | Reports | Dashboards and Graphs | Improved | External users can now be granted access to the Dashboards menu and specified dashboards. Note the following:
|
| 3550 | 21.01 | Reports | Dashboards and Graphs | Improved | Individual widgets within a dashboard can now be maximized within the web client browser. Once maximized, used the minimize button to restore the widget to its original sized in the dashboard. (Web, 10.03.048, UQ54355968) |
| 3551 | 21.01 | Reports | Dashboards and Graphs | Improved | The Dashboard definition form now contains the Scale Min and Scale Max fields. When set to a number other than 0, the graph will use the defined scale instead of dynamically adjusting based on its current data. (Web, 10.03.054, UQ54921834) |
| 3552 | 21.01 | Reports | Dashboards and Graphs | Improved | The Data Filters tab now allows for more operators now allows for the operators >, >=, |
| 3553 | 21.01 | Reports | Dashboards and Graphs | Improved | When selecting a color, users can right-click to add and select favorite colors (Web, 10.03.050, UQ54419221) |
| 3554 | 21.01 | Reports | Live Data | Added | The following additions are made to the Live Data form Design SQL tab:
|
| 3555 | 21.01 | Reports | Live Data | Added | The live data report Q360 Activity By UserID is added. This report summarizes usage minutes and the number for records interacted with for various forms. (Web, Windows, 10.03.027, UQ50450317) |
| 3556 | 21.01 | Reports | Live Data | Changed | The following changes are made to the Live Data form Design SQL tab:
|
| 3557 | 21.01 | Reports | Live Data | Fixed | Fields whose display type is either numeric, money, or percent, will be able to use group stats and decimals. Previously this checked the "SQL Type" column however calculated fields do not have one. (Web, 10.03.086, UQ58710412) |
| 3558 | 21.01 | Reports | Live Data | Fixed | Live Data reports added to the main menu are visible to ADMIN type users, as expected (Web, 10.03.081, UQ58209346) |
| 3559 | 21.01 | Reports | Live Data | Fixed | Live Data reports with multiselect inputs will now respect all values when over 100 characters (Web, 10.03.080, UQ58137485) |
| 3560 | 21.01 | Reports | Live Data | Fixed | The following fixes are made to the Live Data form Design SQL tab:
|
| 3561 | 21.01 | Reports | Live Data | Fixed | The Service Contract Profitability report now displays is a correctly sorted format (Web, 10.03.086, UQ58761432) |
| 3562 | 21.03 | Reports | Live Data | Fixed | When editing a live data report and searching for a field that is not included within that data source, then pressing 'Enter' no longer triggers an error message pops up or the form to refresh unnecessarily (Web, 21.02.026, UQ68396034) |
| 3563 | 21.03 | Reports | Live Data | Improved | The Dispatch_List procedure now allows an optional parameter to allow changing the default sorting (Web, 21.02.042, UQ72433637) |
| 3564 | 21.03 | Reports | Live Data | Improved | The LDView_Task data source now contains several extended menu options in the Designer tab > extended menu sub-tab (Web, 21.02.036, UQ69219450) |
| 3565 | 21.01 | Reports | Live Data | Improved | The Qty Available column is added to the Master Valuation report (Web, 10.03.086, UQ58708884) |
| 3566 | 21.03 | Reports | Live Data Report | Added | Live Data Reports > Design SQL Tab > Fields subtab: added "DB Group By Aggregate" with possible values SUM, MIN, MAX, AVG, COUNT. If any field included on the report has an aggregate filled in, then the report will add any field NOT using an aggregate to the SQL Group By clause. This allows the user to consolidate many rows into a summary, e.g. output a breakdown of itemtype on orders, showing the SUM price per itemtype. Live data reports using aggregate fields must be using VIEWS, not Procedures. Pagination will be disabled when using aggregates. (Web, 21.02.051, UQ69558446) |
| 3567 | 21.03 | Reports | Live Data Report | Added | The Design SQL tab now contains the Extended Menu sub-tab. This allows you to add extended menu options for reports, where available. (Web, 21.02.030, UQ69123989) |
| 3568 | 21.01 | Reports | Live Data Report | Added | The LD View Dictionary report is added. Select a live data source from the drop-down box and the field name option in the data source display (Web, 10.03.095, UQ59280030) |
| 3569 | 21.03 | Reports | Live Data Report | Added | The live data source LDView_Asset is added (Web, 21.02.020, UQ66674429) |
| 3570 | 21.02 | Reports | Live Data Report | Added | The Standard Cash Batch Receipts and Standard Cash Receipts live data reports are added to the web client. Previously, these reports only existed in the windows client. (Web, 21.01.057, UQ65048804) |
| 3571 | 21.03 | Reports | Live Data Report | Fixed | "Graph Sales Booking Details" core report can now handle very large values for the "GM" column. (Web, 21.02.047, UQ73255730) |
| 3572 | 21.03 | Reports | Live Data Report | Fixed | Aged AR reports now more accurate for displaying current totals (Web, 21.02.022, UQ67145542) |
| 3573 | 21.02 | Reports | Live Data Report | Fixed | An error no longer displays when copying a live data report with a Title field that exceeds 42 characters (Web, 21.01.034, UQ62850855) |
| 3574 | 21.03 | Reports | Live Data Report | Fixed | Available Hrs no longer calculates HR requests that span more than a day without taking into account working hours. This applies to the Time Billing Summary, Time Billing Detail, and Employee Utilization by Tabor Type reports. (Web, Windows, 21.02.041, UQ67648202) |
| 3575 | 21.02 | Reports | Live Data Report | Fixed | Customs involving time periods now displays date ranges as expected. Previously an error indicating an invalid rage would display. (Web, 21.01.021, UQ61032293) |
| 3576 | 21.02 | Reports | Live Data Report | Fixed | Exporting and copying live data reports now works as expected, when a report contains calculated fields (Web, 21.01.058, UQ66344248) |
| 3577 | 21.03 | Reports | Live Data Report | Fixed | Live Data Report "Graph Service Calls" (Q0225): custom procedures are now compatible with core for this report; previuosly system would give SQL error. (Web, 21.02.054, UQ74275492) |
| 3578 | 21.02 | Reports | Live Data Report | Fixed | Multi-selected options display as expected in reports. Previously, if the options exceeded 50 characters, the selected options would get cut off. (Web, 21.01.028, UQ62157430) |
| 3579 | 21.02 | Reports | Live Data Report | Fixed | The Aged Receivables Multi Currency report now displays amounts correctly under the 0 to 30 column for invoices where days wait = 0 (Web, 21.01.032, UQ62681320) |
| 3580 | 21.02 | Reports | Live Data Report | Fixed | The Balance Sheet and Income Statement reports no longer display rows without account numbers (Web, 21.01.057, UQ65520894) |
| 3581 | 21.03 | Reports | Live Data Report | Fixed | The Inventory Clearing Sub-Ledger now displays order item links for split order items as expected (Web, 21.02.037, UQ70844662) |
| 3582 | 21.02 | Reports | Live Data Report | Fixed | The Master Valuation By Date report now displays master by branch details as expected. In the absence of master by branch details, master location details are used. (Web, 21.01.046, UQ64416390) |
| 3583 | 21.02 | Reports | Live Data Report | Fixed | The Physical Inventory report now displays master by branch details as expected. In the absence of master by branch details, master location details are used. (Web, 21.01.046, UQ64416390) |
| 3584 | 21.02 | Reports | Live Data Report | Fixed | The Pre-Paid Expense Sub-Ledger report, Invoice No column now opens the Voucher form instead of the Invoice form (Web, 21.01.026, UQ61773083) |
| 3585 | 21.02 | Reports | Live Data Report | Fixed | The Project WIP reports now accurately displays the paid amount on Projects (Web, Windows, 21.01.023, UQ61265724) |
| 3586 | 21.02 | Reports | Live Data Report | Fixed | The Sales Tax Details report now excludes CONVERSION type invoices (Web, 21.01.021, UQ60604900) |
| 3587 | 21.02 | Reports | Live Data Report | Fixed | The Service Contract Profitability report details now load as expected (Web, 21.01.021, UQ60079274) |
| 3588 | 21.03 | Reports | Live Data Report | Fixed | The Uninvoiced Orders report now ignores orders linked to closed projects (Web, 21.02.022, UQ66279443) |
| 3589 | 21.03 | Reports | Live Data Report | Fixed | Unnecessary errors no longer display when exporting where the report begins with Graph_ (Web, 21.02.030, UQ69120056) |
| 3590 | 21.03 | Reports | Live Data Report | Improved | External users can now be granted access to the Live Data menu and specified reports. Note the following:
|
| 3591 | 21.03 | Reports | Live Data Report | Improved | In the Design SQL tab, you can now build filters against calculated fields (Web, 21.02.025, UQ67742127) |
| 3592 | 21.01 | Reports | Live Data Report | Improved | The Access List tab is added to the form to display a list of users who have permission to run this report. When clicking on a checkbox in the grid, an explanation displays as to why this user is granted access. (Web, 10.03.093, UQ59534733) |
| 3593 | 21.03 | Reports | Live Data Report | Improved | The Cash Receipt Detail report now contains the fields ProjectNo, CallNo, Company, State, ShipCompany and ShipState from the Invoice header to the data source (Web, 21.02.040, UQ71423786) |
| 3594 | 21.03 | Reports | Live Data Report | Improved | The Contract No. column entries are now hyperlinked (Web, 21.02.021, UQ66674411) |
| 3595 | 21.02 | Reports | Live Data Report | Improved | The Design SQL tab now contains more date filtering options (Web, 21.01.050, UQ64956434) |
| 3596 | 21.03 | Reports | Live Data Report | Improved | The Income Statement with Subaccounts report is reorganized for imporved usability (Web, 21.02.026, UQ67932988) |
| 3597 | 21.03 | Reports | Live Data Report | Improved | The LDView_PurchaseItem or LDView_OrderItem data sources now have comparison column values of each other for improved analysis (Web, 21.02.038, UQ71281501) |
| 3598 | 21.02 | Reports | Live Data Report | Improved | The Master Valuation By Date report now generates more quickly (Web, 21.01.038, UQ62680530) |
| 3599 | 21.03 | Reports | Live Data Report | Improved | The Month End Inventory Difference report is optimized for performance (Web, 21.02.023, UQ61197526) |
| 3600 | 21.02 | Reports | Live Data Report | Improved | The Month End Inventory Integrity report now generates more quickly (Web, 21.01.038, UQ62680530) |
| 3601 | 21.02 | Reports | Live Data Report | Improved | The use of the forward slash character in SQL code to represent space for formatted captions is now supported (Web, 21.01.051, UQ65440883) |
| 3602 | 21.03 | Reports | Live Data Source - Accounting | Added | Added 10 extra columns to LDView_VendorInvoiceItem; fixed Voucher.InvoiceNo to correctly uses Voucher_View. (Web, 21.02.046, UQ72738865) |
| 3603 | 21.03 | Reports | Live Data Source - Accounting | Added | The live data source LDView_ZipTax is added (Web, 21.02.032, UQ69723092) |
| 3604 | 21.01 | Reports | Live Data Source - Accounting | Added | The Part No field is added to the Print_MasterValuation data source (Web, 10.03.031, UQ52409324) |
| 3605 | 21.01 | Reports | Live Data Source - Accounting | Added | The PO Date and Order Date fields are added to the LDView_PurchaseItem data source (Web, 10.03.032, UQ52472580) |
| 3606 | 21.01 | Reports | Live Data Source - General | Added | The Entity field is added to the LDView_Order live data source (Web, 10.03.022, UQ51118458) |
| 3607 | 21.01 | Reports | Live Data Source - General | Added | The following columns are added to the LDView_OderItem data source:
|
| 3608 | 21.03 | Reports | Live Data Source - General | Added | The LDView_EmployeeTraining live data source is added (Web, 21.02.032, UQ69643654) |
| 3609 | 21.01 | Reports | Live Data Source - General | Added | The PO # and PO Name fields are added to the LDView_OrderItem data source (Web, 10.03.029, UQ51761340) |
| 3610 | 21.01 | Reports | Live Data Source - General | Added | The Ship Date field is added to the LD_OrderItem live data source (Web, Windows, 10.03.027, UQ51761121) |
| 3611 | 21.01 | Reports | Live Data Source - General | Fixed | The Amount field in the Queue_Order_List data source now uses two decimal places instead of four (Web, 10.03.021, UQ50626264) |
| 3612 | 21.01 | Reports | Live Data Source - General | Improved | The LDView_Contact data source now contains the CustomerStatus column (Web, 10.03.095, UQ59661770) |
| 3613 | 21.03 | Reports | Live Data Source - General | Improved | The live data source LDView_Order now contains the Note column (Web, 21.02.027, UQ67937217) |
| 3614 | 21.01 | Reports | Live Data Source - Inventory | Added | The Call #, Ship To and Customer Name fields are added to the LDView_PurchaseItem data source (Web, 10.03.034, UQ52763512) |
| 3615 | 21.01 | Reports | Live Data Source - Inventory | Improved | The LDView_Contact data source now contains the LastQuoteDate, LastOrderDate, LastPODate, and LastTranDate columns (Web, 10.03.096, UQ59260795) |
| 3616 | 21.02 | Reports | Live Data Source - Inventory | Improved | The LDView_Purchase data source now contains the Discount column (Web, 21.01.021, UQ61032313) |
| 3617 | 21.01 | Reports | Live Data Source - Project | Added | The Assignee User ID and Responsible User ID columns are added to the LDView_Task data source (Web, 10.03.044, UQ54019618) |
| 3618 | 21.01 | Reports | Live Data Source - Project | Added | The Entity/Branch field is added to the LDView_Bicurrentprojectwip data source (Web, 10.03.021, UQ50627113) |
| 3619 | 21.01 | Reports | Live Data Source - Project | Added | The Wage Type and Rate fields are added to the LDView_Task data source (Web, 10.03.022, UQ50660902) |
| 3620 | 21.01 | Reports | Live Data Source - Project | Changed | The following changes are made to the LDView_BudgetToActualHours data source:
|
| 3621 | 21.01 | Reports | Live Data Source - Project | Fixed | Earned Labor, Cost, and Misc. now have the proper name on the LDView_BIProjectWip data source (Web, 10.03.078, UQ57725286) |
| 3622 | 21.01 | Reports | Live Data Source - Project | Fixed | The Bud_GM field (Budget GM %) now uses the same calculation as the Project form Profit tab details (Web, Windows, 10.03.027, UQ51964486) |
| 3623 | 21.01 | Reports | Live Data Source - Project | Fixed | The Project Leader and Project Status fields are added to the LDView_BudgetToActualHours data source (Web, 10.03.032, UQ52585152) |
| 3624 | 21.01 | Reports | Live Data Source - Project | Fixed | The WF_Queue_Project_Quote_List data source now defaults the amount field to the MONEYDECIMAL setting (Web, 10.03.083, UQ58353184) |
| 3625 | 21.01 | Reports | Live Data Source - Sales | Added | The Entity field is added to the LDView_Oppor live data source (Web, Windows, 10.03.024, UQ51418508) |
| 3626 | 21.01 | Reports | Live Data Source - Sales | Added | The LDView_FunnelOpporItem data source is added (Web, Windows, 10.03.027, UQ51793206) |
| 3627 | 21.01 | Reports | Live Data Source - Sales | Added | The Manufacturer field is added to the LDVIEW_quoteitem data source (Web, Windows, 10.03.027, UQ51888426) |
| 3628 | 21.03 | Reports | Live Data Source - Sales | Changed | LDView_Order datasource: added two new fields "ReportsToEmail" and "ReportsToName" (Web, 21.02.050, UQ73724172) |
| 3629 | 21.01 | Reports | Live Data Source - Sales | Fixed | The Amount field in the Queue_Quote_List data source now uses two decimal places instead of four (Web, 10.03.021, UQ50626264) |
| 3630 | 21.01 | Reports | Live Data Source - Sales | Improved | The LDView_Oppor data source now contains the WonLostDate column (Web, 10.03.095, UQ59661089) |
| 3631 | 21.01 | Reports | Live Data Source - Sales | Improved | The RMR field is added to the LVView_Oppor data source (Web, 10.03.086, UQ58706344) |
| 3632 | 21.01 | Reports | Live Data Source - Service | Added | The Title column is added to the Service_Contract_List_Report live data source (Web, 10.03.049, UQ54416831) |
| 3633 | 21.03 | Reports | Live Data Source - Service | Improved | Various improvements are made to the Service Contract Profitability report. Note the following:
|
| 3634 | 21.01 | Reports | Live Data Source - Time | Added | The Approval Flag is added to the LDView_Tillbill data source (Web, 10.03.021, UQ50660154) |
| 3635 | 21.03 | Reports | Live Data Source - Time | Improved | The LDView_Timebill live data source now contains ReportsToUserID and ReportsToName fields (Web, 21.02.038, UQ71352747) |
| 3636 | 21.03 | Reports | Report Maintenance | Fixed | Core report "Project Profit" is now included in Q360 update process. (Web, 21.02.050, UQ73723060) |
| 3637 | 21.01 | Reports | Report Maintenance | Fixed | Editing a parameter with type CHECKBOX now works as expected (Web, 10.03.032, UQ52632441) |
| 3638 | 21.03 | Reports | Report Maintenance | Fixed | Refactor PHP code to process and view RDL reports, improve debugging (Web, 21.02.046, UQ51791869) |
| 3639 | 21.01 | Reports | Report Maintenance | Fixed | Reports containing special characters no longer display an error when run (Web, 10.03.063, UQ56125073) |
| 3640 | 21.03 | Reports | Report Maintenance | Fixed | Sales Tax Report now includes vouchers with zero tax amount; previously they did not appear. (Web, Windows, 21.02.049, UQ73622787) |
| 3641 | 21.03 | Reports | Report Maintenance | Fixed | Various issues related to the form are resolved (Web, 21.02.032, UQ65889384) |
| 3642 | 21.03 | Reports | SSRS | Improved | Templates for quotes and order are update for imporved usability and functionality (Web, 21.02.023, UQ61912405) |
| 3643 | 21.03 | Reports | SSRS | Improved | Updates are made to the report parameters for the Standard Quote and Standard Proposal report templates for improved functionality and consistency between the reports (Web, 21.02.027, UQ61912405) |
| 3644 | 21.02 | Time | Quickview Timebilling Summary | Fixed | The Avail column now displays the correct calculation as expected. Previously, when an employee's default end time was 12pm, the available hours in the report might not have reflected correctly in the report. (Web, 21.01.045, UQ64322281) |
| 3645 | 21.02 | Time | Time Bill | Added | The extended menu option Reject Timebill is added. When selected, a textbox displays for entering information about the rejection. This information is then emailed to the user listed on the time bill. Users must have either the HRTBAPPROV or TBPOST execute permission in order to reject time bills. (Web, 21.01.028, UQ62214163) |
| 3646 | 21.01 | Time | Time Bill | Fixed | Calculations for time bills is improved. Previously, if a time bill went to midnight (000:00:00), the time log calculation may have been erroneous. (Web, 10.03.066, UQ56538798) |
| 3647 | 21.02 | Time | Time Bill | Fixed | Inter-company time bills journal entries will now receive proper segment information for labor contra and burden. Previously, when posted inter-company timebill, the labor contra and burden sides of the entries would fail to receive a segment. (Web, 21.01.028, UQ62213536) |
| 3648 | 21.03 | Time | Time Bill | Fixed | Searching for time bills with specified filters now resturns the expected results (Web, 21.02.036, UQ64324927) |
| 3649 | 21.01 | Time | Time Bill | Fixed | The Description field now allows up to 200 characters. Previously, 100 characters were permitted. (Web, 10.03.088, UQ59062705) |
| 3650 | 21.02 | Time | Time Bill | Fixed | The Details tab No Bill button can now be clicked when a time bill is already posted. This functionality is added because time bills may need to be entered and approved at a greater frequency than customer billing. (Web, 21.01.021, UQ59137450) |
| 3651 | 21.02 | Time | Time Bill | Fixed | The following changes are made to time bills:
|
| 3652 | 21.02 | Time | Time Bill | Fixed | The History tab entries display correct user ID details, when records are changed by someone else. Previously when changes were made by another user such as a manager, the corresponsing entries might have displayed the name of the time bill owner instead of the user that made the edit. (Web, Windows, 21.01.032, UQ62627135) |
| 3653 | 21.02 | Time | Time Bill | Improved | The form are updated to use the Branch Standard Cost if the Price Override flag is set, and only when COGSHR is set to OFF. This change is intended for the primary use of allowing different labor costs and pricing for different regions. While the change does allow different costing and pricing for non-L type master items, the best practice is to use this for L masters types only. (Web, 21.01.040, UQ63302411) |
| 3654 | 21.01 | Time | Time Bill | Improved | The TBPOSTOWN permission is added for allowing users to post their own time bills. Users must also have the TBPOST permission. (Web, Windows, 10.03.091, UQ59286036) |
| 3655 | 21.01 | Time | Time Bill | Improved | The Time Log tab extended menu option Split Timebill now allows user to split time bills grid, without having to open time bill records (Web, 10.03.080, UQ58135056) |
| 3656 | 21.03 | Time | Time Zones | Fixed | System now correctly handles time zones that are after Coordinated Universal Time, i.e. UTC (Web, 21.02.048, UQ73383877) |
| 3657 | 21.02 | Time | Timebill Approve Queue | Added | The extended menu option Reject Timebill is added. When selected, a textbox displays for entering information about the rejection. This information is then emailed to the user listed on the time bill. Users must have either the HRTBAPPROV or TBPOST execute permission in order to reject time bills. (Web, 21.01.028, UQ62214163) |
| 3658 | 21.03 | Time | Timebill Detail | Fixed | Post Timebill: If system config COGSHR is "ON" and employee hourly rate is zero, then post at 0.00; previously system would look up and use the hourly rate from the MasterNo. (Web, Windows, 21.02.060, UQ74735344) |
| 3659 | 21.03 | Time | Timebill Post Q | Added | Aded CSR dropdown in filter section of Timebill Post Q and Timebill Approve Queue (Web, 21.02.047, UQ69028115) |
| 3660 | 21.02 | Time | Timebill Post Q | Added | The extended menu option Reject Timebill is added. When selected, a textbox displays for entering information about the rejection. This information is then emailed to the user listed on the time bill. Users must have either the HRTBAPPROV or TBPOST execute permission in order to reject time bills. (Web, 21.01.028, UQ62214163) |
| 3661 | 21.01 | Time | Timebill Post Q (HR) | Improved | The Time Log column is added to the form. The calculation is based on the start date/time and end date/time for linked time bills. (Web, 10.03.043, UQ53948466) |
| 3662 | 21.02 | Fixed | Hotkeys now work as expected in various email forms (Web, 21.01.053, UQ59729692) | ||
| 3663 | 21.03 | Fixed | When sending an email, an additional tracking number is no longer generated, preventing the incorrect tracking number from being identified in received emails (Web, 21.02.038, UQ70916487) | ||
| 3664 | 21.01 | Fixed | When sending emails, the view remains in the HTML text view. Previously, the text view that displays HTML tags might have momentarily displayed, causing the users to wonder if messages were being sent out displaying HTML code in the body. (Web, 10.03.074, UQ54833762) | ||
| 3665 | 21.01 | Improved | Global comments are now used instead of templates for adding predefined text. Also note the following:
|
||
| 3666 | 21.03 | Improved | The Email form, Attachment sub-tab now displays a preview of attached documents. Supported file types for previewing are pdf, jpg, jpeg, png, gif, and bmp. (Web, 21.02.036, UQ70170654) | ||
| 3667 | 21.03 | Email Account | Improved | The Email Queue sub-tab now contains an area for creating auto-reply templates. This option is only available if you are using the webmail feature. (Web, 21.02.021, UQ63574036) | |
| 3668 | 21.03 | Received Email | Changed | Received Email Form will now default to either the Messages (plain text) or HTML subtab depending on the users "Email - Plain Text" setting which can be set in these 2 places: 1) Open the email form to compose a new email. The "Plain Text" flag is at the top of the form; right-click the checkbox to save a default value. 2) User Menu > User Preferences > Email Preferences: check/uncheck the "Default Plain Text" checkbox. (Web, 21.02.051, UQ73723212) | |
| 3669 | 21.03 | Received Email Q | Added | Received Email Q now has new filters: "Time Period" and "Include Closed" emails checkbox. Changes include: grid pagination. Received Email form > Attachments sub tab now has extended menu option "Add Attachments to Linked Record", allowing the addition of the file attachement to these supported linked objects, if not previously added: call, project, task, activity. (Web, 21.02.052, UQ70358454) | |
| 3670 | 21.01 | Received Email Q | Changed | Emails containing HTML elements will open with the HTML tab open instead of the Message tab (Web, 10.03.042, UQ53880043) | |
| 3671 | 21.02 | Received Email Q | Fixed | Emails are now automatically generated and sent when the Call form is saved. Previously, the email was generated when the call was created. (Web, 21.01.032, UQ61725111) | |
| 3672 | 21.03 | Received Email Q | Fixed | Emails can be closed if a user has the RECEMAIL edit permission. Previously, system would rely on the user who accepted an email. (Web, 21.02.023, UQ67401921) | |
| 3673 | 21.02 | Received Email Q | Fixed | When nagivating through opened emails, the Email records dispaly consistently. Previously, the records would change focus between the Message tab and the HTML tab depending on the email type. (Web, 21.01.032, UQ60010450) | |
| 3674 | 21.03 | Personalization | Quick Launch | Added | Pre-defined Quick Launch toolbar items can now be assigned to user based on job roles. Note the following:
|
| 3675 | 21.01 | Personalization | Theme | Added | The new themes Q360 Standard Reprise and Q360 Dark Reprise are added (Web, 10.03.097, UQ59945884) |
| 3676 | 21.01 | Personalization | Theme | Added | The Q360 Executive Blue theme is added to the web client (Web, 10.03.042, UQ53878340) |
| 3677 | 21.01 | Personalization | Theme | Fixed | Minor theme color issues are resolved (Web, 10.03.097, UQ59899372) |
| 3678 | 21.01 | Personalization | Theme | Improved | The Dashboard tab is added to the form (Web, 10.03.049, UQ54415260) |
| 3679 | 21.01 | Personalization | Theme | Improved | The extended menu option Theme Generator is added. This allows users to more easily modify color schemes for existing themes. (Web, 10.03.044, UQ52972292) |
| 3680 | 21.01 | Personalization | Theme | Improved | When selecting a colour, users can right-click to add and select favorite colors (Web, 10.03.050, UQ54419221) |
| 3681 | 21.03 | System Administration | Config Data Settings | Added | The configuration setting PROJECTBUDGET_ORDERTYPES is added. Note the following:
|
| 3682 | 21.03 | System Administration | Config Data Settings | Fixed | Quote/Order/Invoice integration with SureTax: system now allows altering rounding/response method without a customization - in apiconfig, insert "D4" (to return values in 4 decimal places and then round locally to eliminate rounding errors); previous default is Key4. (Web, Windows, 21.02.059, UQ70064102) |
| 3683 | 21.01 | System Administration | Configuration Warnings | Fixed | Warning messages now only display for ADMIN type users (Web, 10.03.079, UQ57923262) |
| 3684 | 21.03 | System Administration | Context Sensitive Help | Added | Help Article: a) added Category and Subcategory dropdown attributes, new general codes HELPARTCAT and HELPARTSUB, respectively. Default values for the HELPARTCAT codetype include SALES, ACCOUNTING, PROJECTS, SERVICE, INVENTORY, HR. HELPARTSUB has no defaults. b) Multiple articles can now be linked to and unlinked from an anchor at a single time. c) Article form: added the associated anchors grid to display all anchors that an article is linked to. d) Q360 standard core keys are now pre-generated. d) Added 3 new LDViews: 1) LDView_HelpAnchor - for all info relevant to HelpAnchors; 2) LDView_HelpArticle - for all info relevant to HelpArticles; 3) LDView_HelpAnchorArticle - for all info relevant to the linkage between all help anchors and help articles. (Web, 21.02.054, UQ69474575) |
| 3685 | 21.02 | System Administration | Context Sensitive Help | Fixed | The framework for a new context sensitive help feature is added, and is still considered beta at the time of the 21.02 release (Web, 21.01.052, UQ60982834) |
| 3686 | 21.03 | System Administration | Email Alert Template | Fixed | Emails are sent as expected when the Recipient and CC fields contain multiple addresses and/or tokens (Web, 21.02.034, UQ70168081) |
| 3687 | 21.01 | System Administration | Email Alert Template | Fixed | The To and From status can now be set the same (Web, 10.03.066, UQ56538152) |
| 3688 | 21.01 | System Administration | Email Alert Template | Improved | The Email Template tab now uses global comments instead of templates for adding predefined text. Also note the following:
|
| 3689 | 21.01 | System Administration | Email Alert Template | Improved | The Email Templates tab now displays suggestions while a user is typing. Suggestions can be selected for quicker entry. (Web, 10.03.086, UQ58706366) |
| 3690 | 21.03 | System Administration | Email Alert Template | Improved | The PROJECT EVENT option is added to the Item Type field (Web, 21.02.032, UQ67401914) |
| 3691 | 21.02 | System Administration | Email Template | Added | In support of the new feature to reject time bills and email notifications, the template type REJECTTIMEBILL is added (Web, 21.01.028, UQ62214163) |
| 3692 | 21.03 | System Administration | General Codes | Fixed | Inactive general code values will, by default, now no longer display in the dropdown on codetype dropdowns. (Web, 21.02.048, UQ73383967) |
| 3693 | 21.01 | System Administration | Import Map Builder | Added | The Import Map Builder form is added, allowing you to map the columns of a spreadsheet to data columns in Q360 (Web, 10.03.069, UQ49875856) |
| 3694 | 21.03 | System Administration | Import Map Builder | Fixed | Creating a PCard import mapping now works as expected (Web, 21.02.023, UQ66674518) |
| 3695 | 21.03 | System Administration | Import Map Builder | Fixed | Permission issues related to importing maps are resolved. (Web, 21.02.031, UQ68211372) |
| 3696 | 21.03 | System Administration | Import Map Builder | Improved | The extended menu option Download Template is added (Web, 21.02.021, UQ63298298) |
| 3697 | 21.03 | System Administration | ResQDaily | Fixed | Retention invoice tasks no longer generate invoices with a % Tax Applicable (Web, Windows, 21.02.032, UQ68491958) |
| 3698 | 21.01 | System Administration | ResQServer | Fixed | Recurring invoices are generated as expected. Previously, when a company name exceeded 50 characters, the nightly job may have stopped with an error. (Web, Windows, 10.03.043, UQ53954099) |
| 3699 | 21.03 | System Administration | Stored Procedure | Improved | The Get_ActivityByLink procedure is updated for improved performance (Web, 21.02.025, UQ67932482) |
| 3700 | 21.03 | System Administration | Stored Procedure - General | Fixed | The Submit_expenseItems procedure now contains the parameters to ABC calls (Web, 21.02.032, UQ69636507) |
| 3701 | 21.01 | System Administration | User ID | Changed | Creating a user with User Type set to Q360API no longer requires mandatory fields such as Branch and Deparyment to be entered. Additionally, the fields that display in the form are reduced as they are not required for this type of user. (Web, 10.03.060, UQ55576511) |
| 3702 | 21.01 | System Administration | User ID | Fixed | The History tab details now display as expected (Web, 10.03.066, UQ56541635) |
| 3703 | 21.03 | System Administration | User ID | Fixed | User Maintenance Form: on save, system now validates to ensure the linked Contact record is not used in any other UserID record to maintain data integrity. (Web, 21.02.054, UQ63224817) |
| 3704 | 21.01 | System Administration | User ID | Improved | The Email tab now uses global comments instead of templates for adding predefined text. Also note the following:
|
| 3705 | 21.01 | System Administration | User ID | Improved | The Mobile Home Page drop-down box is added to the from, allowing you to specify which page to display by default when a user logs in from a mobile device (Web, 10.03.058, UQ53249053) |
| 3706 | 21.01 | System Administration | Web Client | Added | A new webmail server is added for replacing the Q360Server email queue engine, and must be implemented by contacting Customer Care. The benefits of using this include the following:
|
| 3707 | 21.01 | System Administration | Web client | Added | Field names (captions) in forms can now be re-named in the web client. Note the following:
|
| 3708 | 21.02 | System Administration | Web Client | Added | The configuration setting GRIDFILTERDELAY is added for specifying a grid filtering delay. This can be useful for grids that contain a large set of records. Also note the following:
|
| 3709 | 21.03 | System Administration | Web Client | Added | The Data Dictionary option is added to the web client under Maintenance > Admin (Web, 21.02.032, UQ60530776) |
| 3710 | 21.01 | System Administration | Web Client | Added | The Import Map Builder form is added. Users can select their own spreadsheet, and define which Q360 columns each of the spreadsheet columns corresponds to in Q360 data source columns.
|
| 3711 | 21.01 | System Administration | Web Client | Added | The new Q360 Help Center is available through Help > Contents. Note the following:
|
| 3712 | 21.01 | System Administration | Web Client | Added | The parameters @ps_XML and @ps_OptArg are added. Also note the following:
|
| 3713 | 21.01 | System Administration | Web Client | Added | The Q360 logo that displays to the left of the main menu can now be customize for visibility by external users. Different logos can be applied to companies if you have a multi-company setup. Also note the following:
|
| 3714 | 21.02 | System Administration | Web Client | Added | The Resq_Row_Color column now supports the options INDIGO, MDINDIGO, LTINDIGO, SEAGREEN, MDSEAGREEN, LTSEAGREEN, OLIVE, MDOLIVE, LTOLIVE, BROWN, MDBROWN, LTBROWN, MAROON, MDMAROON, and LTMAROON (Web, 21.01.050, UQ64953795) |
| 3715 | 21.01 | System Administration | Web client | Added | The Resq_Row_Color column now supports the options ORANGE, MDORANGE, LTORANGE, PURPLE, MDPURPLE, LTPURPLE, PINKMDPINK, CYAN, MDCYAN, and LTCYAN (Web, 10.03.023, UQ51320858) |
| 3716 | 21.01 | System Administration | Web Client | Added | Update Email Password option is added in conjunction with the new webmail server. If you want emails you sent in Q360 in to display in your Outlook sent folder, use the User Menu > Update Email Password. Enter the password you would use for your email account. If you are not sure what password to use, contact your system administrator. (Web, 10.03.042, UQ51277917) |
| 3717 | 21.01 | System Administration | Web client | Fixed | Creating a shorter password when clicking the "I forgot my password" option at login no longer produces an error (Web, 10.03.020, UQ50344772) |
| 3718 | 21.01 | System Administration | Web Client | Fixed | Issues around record locking are resolved (Web, 10.03.097, UQ59890440) |
| 3719 | 21.03 | System Administration | Web Client | Fixed | On mobile and single page mode, the hamburger menu dsiplays menu items as expected (Web, 21.02.025, UQ67929437) |
| 3720 | 21.02 | System Administration | Web Client | Fixed | Printing to PDF and openeing in Adobe Acrobat Reader now works as expected. Previously, there may have been issues depending on the system setup. (Web, 21.01.032, UQ62365093) |
| 3721 | 21.03 | System Administration | Web Client | Fixed | Single page mode works as expected when set. Previously, windowed mode could be accessed by altering the URL. (Web, 21.02.025, UQ67837622) |
| 3722 | 21.02 | System Administration | Web Client | Fixed | Tasks can now be saved as expected on iPad devices using Chrome (Web, 21.01.031, UQ62551290) |
| 3723 | 21.01 | System Administration | Web client | Fixed | The settings.ini.php option external_windowed = FALSE displays single page mode as expected (Web, 10.03.023, UQ51175703) |
| 3724 | 21.01 | System Administration | Web Client | Fixed | Users are no longer prematurely logged out of mobile web client (not the Mobile Tech app) sessions when LDAP is in use. Previously, users would be logged out automatically after about 10 minutes. (Web, 10.03.097, UQ59463922) |
| 3725 | 21.03 | System Administration | Web Client | Fixed | When viewing the web client on a mobile device, the top navbar to toggle between web/mobile mode displays as expected (Web, 21.02.044, UQ72635752) |
| 3726 | 21.03 | System Administration | Web Client | Improved | Load balancing for system that use multiple web servers can now be configured with the settings.ini.php option loadbalancing = true. This option is useful for improved performance handing when expeorting grids to Excel. (Web, 21.02.025, UQ67839677) |
| 3727 | 21.01 | System Administration | Web Client | Improved | Multiple LDAP servers can now be specified in a semi-colon delimited list for the ldap_server setting in settings.ini.php (Web, 10.03.086, UQ52284439) |
| 3728 | 21.02 | System Administration | Web Client | Improved | The configuration setting SHOWSALESREP3 is added for displaying the Sales Rep 3 field in various forms. The default setting is OFF. (Web, 21.01.044, UQ64231794) |
| 3729 | 21.01 | System Administration | Web Client | Improved | The Help menu option Clear All Caches is renamed Clear Q360 Caches (Web, 10.03.058, UQ55293259) |
| 3730 | 21.02 | System Administration | Web Client | Improved | The the items in the Project menu are reordered to coincide more accurately with business process (Web, 21.01.050, UQ64953626) |
| 3731 | 21.03 | System Administration | Web Client | Improved | When in single page mode (e.g. mobile devices) pages will now load contents in a frame separate from the nav menu and tool bar. This allows the content portion to reload without reloading the nav menu and toolbar . (Web, 21.02.039, UQ70920324) |
| 3732 | 21.01 | Integration | Q360 API Settings | Added | Forte credit card processing is now available (Web, 10.03.090, UQ58993322) |
| 3733 | 21.03 | Integration | Q360 API Settings | Added | Import vendor price and vendor inventory from various vendors/manufacturer/suppliers into Q360. Initial set of vendors are: Tech Data, Ingram, Synnex and PSA. (Web, 21.02.053, UQ49537532) |
| 3734 | 21.01 | Integration | Q360 API Settings | Added | Time-based One Time Password (TOTP) support is added to the existing for two-factor authentication (2FA) in the web client by using third party 2FA authentication apps such as Google Authenticator, Microsoft Authenticator, and Authy (Web, 10.03.049, UQ52631255) |
| 3735 | 21.01 | Integration | Q360 API Settings | Changed | The SMS Handler tab is renamed Two Factor Auth (Web, 10.03.049, UQ52631255) |
| 3736 | 21.01 | Integration | Q360 API Settings | Fixed | D-Tools pricing works as expected when a Master record contains multiple prices (Web, 10.03.020, UQ49818868) |
| 3737 | 21.01 | Integration | Q360 API Settings | Fixed | The Pushover platform is now supported for two-factor authentication. The Pushover tab is added to the Q360 API Settings form. (Web, 10.03.034, UQ51175594) |
| 3738 | 21.03 | Integration | Q360 API Settings | Fixed | When using SureTax, the system can change the rounding/response type to return values in 4 decimals and then round locally to eliminate rounding. Previously, when using suretax integration the default response type (rounding type) would result in some shipping address and calculation calculate penny differences when the overall amount equates to zero. However, due to rounding the total would be penny calculated. (Web, 21.02.033, UQ70064102) |
| 3739 | 21.03 | General | Alert | Changed | Notification bubble (at bottom right) now supports a pop up that displays to the intended user of a trigger that has been executed. The trigger condition is defined in new "Popup Template" tab in Maintenance > "Email Alert Admin" or "Email Template Admin". (Web, 21.02.024, UQ60386242) |