Published: May 2, 2022
Updated: January 24, 2023
Build range: 22.02 (22.01.100 – 22.01.178)

Release Notes v22.02
What’s New v22.02 for feature highlights.

Advisories

Version 22.02 

GENERAL

• Any user with the proper permissions to edit document protection will now be able to remove password protection from the document.
• Timezone support enhanced/added to some objects in Q360. Maintenance > Time Zone Form: Added “SQL Timezone” dropdown. This is critical for proper timezone translation. Admins will receive a warning upon login for each timezone missing this data.
• Microsoft will be disabling support for basic authentication throughout Fall/Winter of 2022. Customers using Office365 must upgrade (prior to October 2022) to Modern Authentication (such as OAuth).
• Additional time zone related changes made to support time zone data for task schedule/end date and dispatch schedule schedule/end dates. All stored procedures referencing these fields have been updated accordingly to support time zones. Custom procedures must be examined for potential issues (ex. if some code is calculating the time between start/end it now must consider that they might be different time zones). Please contact your Customer Care Team if this applies to your setup.
• Maintenance > User Maintenance. Changes have been made to License Count Exceeded Reporting. See full release note for details.
• All SQL permission checks are now done using check_permission instead of web_authenticate. Web_authenticate can no longer be used to do permission checks.  Any customers that have a Before_Web_Authenticate or After_Web_Authenticate will need to have their customs revised, as well as any customer whose customizations do permission checks via Web_Authenticate.
• Customer > Customer Tab > Tags and Keywords fields.  Removed Keywords field on Customer form.  Upon Q360 update, all current Keywords will be converted to Tags.
• OAuth User Name field added to userid form. This field should be used in the instance where the O365 user name differs from the email. The O365 user name must be passed as a token for Microsoft OAuth to function as intended.
• Maintenance > Admin > Record Copy Configuration. When copying opportunity/quote/order/project/task, a new modal will appear allowing the user to determine whether key fields will be passed on to the copy. A new form, Record Copy Configuration, allows an ADMIN user to set default settings for these fields when copying. There is also a new Copy Opportunity extended menu option.  This will not be compatible with some existing customs.

ACCOUNTING

• Voucher line item GL account will no longer be editable for “Q” or “A” type masters.
• Accounting > Accounts Payable > Purchase Orders. Q360 now prevents the receipt of assets if masters on the order item and linked PO item are not the same. The link and unlink on the masterno on the detail tab if purchase item is linked to order item will now be disabled as well.
• Invoice > AR Journal > Extended Menu > Reclass this Entry AND Voucher > AP Journal > Extended Menu > Reclass this Entry AND Budget > Accounts Tab > Add button > Select One Account & Add button > Select One Account w/ Segment AND Master > Add an Asset > Opens CreateAsset_Modal > Account No Field > Magnifying Glass. Deprecated old account modal. Functionality remains the same, appearance may be different.
• Drop-Shipped POs to Receive bucket has been added to ACCOUNTS PAYABLE core workflow.  This bucket identifies PO’s linked to Drop Ship orders. Intention is that Vendor notifies AP via Vendor Invoice (voucher) that the equipment has been delivered to the Drop Ship Site. Therefore, nothing is received to inventory to trigger the Purchase Order (PO) process and thus the respective Voucher. This bucket allows AP a clear view of PO’s that they will need to “receive” to create the necessary vouchers themselves.
• Expenses > Review Q > [EXTENDED MENU] > Import PCard Expense Items, Maintenance > Import Map Builder. Import Map Builder will now use CallNo instead of DispatchNo.  PCard Expense imports previously setup to use the DISPATCHNO column will need to be updated under Maintenance > Import Map Builder.
  Import files that previously supplied DISPATCHNO values will have to be updated to supply CALLNO files.

INVENTORY

• Users may now create a CCO quote for Line items in PICKED status from either a) the Order form itself; or b) the Project Material Grid; however, the user is NOT able to APPROVE the Order if the line item(s) are still in picked status. They must Unpick the items or ship them to have the Order process as an RMA Return, or Cancel said items from the CCO itself.
• Inventory > Purchasing Queue or Sales > Order > Create PO for this Order (extended menu option). The standard Q360 dialog prompt now displays when creating a PO for a specific order through the extended menu. There are two options in the prompt: “Yes” & “No.” Clicking “yes” will continue to create the PO, clicking “no” will cancel the process, close the dialog box and return user to the Purchasing Q. Doing nothing will NO LONGER assume any answers.
• Mobile Tech inventory is now company specific.  Mobile Tech inventory from one company will not display when tech is on a call from a second company.

PROJECTS

• Projects tab > Projects. When attempting to add/create or link/unlink Invoices, Credits, Orders or Quotes on the Orders/Invoices tab user will receive error message and not be allowed to continue if the Project is in POST state. Similarly, when attempting to add/create PO’s or Vouchers on the POs/Vouchers tab user will receive error message and not be allowed to continue if the Project is in POST state.
• For build 22.02.001 ONLY, line items linked to Purchase Orders that are pending RECEIPT can now be ICO/CCO’ed off of a project.  The unlinking of the Purchase Order Line Item(s) is completed when the respective ICO/CCO order that is cancelling the other orders part request that is linked to the Purchase Order has been Approved. This will also unlink the project number from the Purchase Order Header if previously present.  This process will result in the Purchase Order Line Items now being received into INVENTORY instead of to the project.  Please see full release note for notable exceptions.

REPORTS

• Any customers that previously required the Projected vs. Actual Hours report to factor in the User9 field of Master items will need a custom version of this stored procedure.
• BI Invoice Records has been renamed Invoice Record Analysis and Project Profits will now be calculated at run time.
• LDView_ProjectProfit scope has changed. Inactive projects are now included. Any live data reports based on this view will change accordingly.
• EntityCurrencySymbol column has been added to the LDView_Invoice and LDView_VendInvoice Tables so that users may utilize this on reports and grids.  For reporting base document currency fields use the XML ATTRIBUTES on your Live Data Report Field definitions to set the PREFIX and put [currencytype] in square brackets
  For Columns designated FX_ use the [entitycurrencysymbol] in the respective XML Attributes column configuration.

SERVICE

• Service Call Email Templates should be reviewed. DISPATCH template changes will need to be done to DISPATCHCALLER, DISPATCHCONTACT, DISPATCHCSR templates upon upgrade to keep things working the same as before.
• Full term Service Contracts will now do the following upon invoice billing: Invoice will be generated for the full term so that start/end date = start and end date of the Service Contract, invoice will be generate for the full term on renewal so that start/end date = previous billed thru date and new end date of the Service Contract, and invoice line items start/end dates will match that of the invoice. Note: billed thru will be set to the end date of the service contract + 1 day.
• Invoices of types SERVICE and BLOCKAMT will no longer have their line item accounts automatically updated when the Sale Type of the invoice is changed. This is because the line items should keep the account associations that they inherited from their corresponding service contract line items.

DEPRECATED

• File > Expenses > Details Tab > Project No drop down. Filtered out projects with rectype template. Calls with Project status POST are also removed.
• “Hire” search form.  Form has been replaced with “Candidate” search form.
• The windows client previously had a template set up for each different number of days to print for which were as follows:  Report Def | Report Def Description, COLLC30 | Collection 30, COLLC60 | Collection 60, COLLC90 | Collection 90, COLLC120 | Collection 120.  These have never been used  in the web client and will be removed in favor of a single new Report Def Type titled Collections Letters (COLLCLETTR) which has the ability to accept a number of days, removing the redundancy and maintenance of multiple reports.
• These core triggers that may be commonly customized are deprecated:  UpdDelProjectSchedule, UpdDelDispatchSchedule, UpdInsDispatchSchedule, UpdInsProjectSchedule.  The new triggers are:  UpdInsDelDispatchSchedule, UpdInsDelProjectSchedule.

Other important changes

Highlights
Permissions
Config Data Changes
General Code Changes

Highlights

• Quote Enhancements
• Vendor Deposits
• Quick ICO
• Link/Unlink PO
• Record Copy Enhancements
• Reminder Notification
• Context Sensitive Help

Permissions

Added:

• ERRMESSAGE.  Added. View and Edit permissions required to view / edit new form Custom Error Message.  Path to form: Maintenance > Admin > Error Message Manager.
• HELPADMIN.  Added.  The HELPADMIN permission controls how users may interact with Q360 Context Sensitive Help.  Users with the View permission will be able to see the help anchors on forms where they have been added.  Create, Edit and Delete permissions are required in order to Add, Edit or Delete help anchors and / or articles.  The Exec permission grants all of the previously mentioned permissions.
• HRCAN____.  Added. Permissions have been added allowing for selected access to only certain tabs of a candidate file.  Candidate Activity- HRCANACT (Activity Tab), Candidate Contact- HRCANCONT (Contacts Tab), Candidate Detail- HRCANDET (Details Tab), Candidate Documents- HRCANDOC (Documents Tab), Candidate SSN/Salary- HRCANSAL (SSN, Salary Amount, Salary Unit, Salary Currency Type on Candidate Tab/History Tab), Candidate Skill- HRCANSKILL (Training Tab).
• POITEMLINK, POITEMUNLINK.  Added. Exec permission required in order to link/unlink PO items from order items.
• VENDDEPOSIT.  Added. Exec permission required in order to create Vendor Deposit.

Changed:

• DISPLBRCST.  Changed.  If the COGSHR config is set to ON, and the user does NOT have DISPLBRCST permission, the user will be prevented from drilling into the detail of Actual Labor Cost and / or Earned Labor Cost
• DOCUMENT.  Changed.  Create permission no longer checked when attaching a signature to a technician call.
• EXPENADMIN.  Changed. Edit permission now allows user to edit Expenses until they have been posted and paid.
• GLOBALCOMM.  Changed. Global Comments now have a permission tab and View, Edit, Delete permissions can be set on a user-per-user basis.
  • Global Comment Form – Base permissions: (View) to load, (Edit) to edit, (Delete) to delete
  • Public Comments permissions: (View) to view, (Edit) to edit, (Delete) to delete
  • Non-Public Comments permissions:
    • (View) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the View Flag checked
    • (Edit) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the Edit Flag checked
    • (Delete) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the Delete Flag checked
  • Note:  The owner of a global comment is the user who sets the comment to be non-public.  If a comment is not public and the user has the ability to edit, they will not be able to change the public flag unless they are the comment owner or an admin
• HELPDESK.  Changed. Create and View permissions now required in order to use the Default Service Call Priority feature.
• HREMPACT.  Changed. Edit permission allows user to append a feedback note to LDView_EmployeeActivity.
• PROJCOST, PROJLBRCST.  Changed.  If the user does NOT have PROJCOST & PROJLBRCST permissions, the user will be from drilling into the detail of Actual Labor Cost and / or Earned Labor Cost.
• PROJTEAMTB.   Changed. View permission allows employee user to access Extended Menu option (Time bill form) to launch the Project Time Billing form with fields pre-filled based on current Time Bill.  The option will be disabled if the time bill is not linked to a project and/or time bill, or if the linked project is not active (status must be in PRE/ACTIVE state).    When the user clicks the menu option, the Project Time Billing form will open and inherit project no, task no, category, sub category and wagetype fields where applicable.
• PURCHASE.  Changed. Edit permission now required to Cancel Selected Line(s) on the Purchase Order form > Detail Grid > Detail Grid Extended Menu.
• TIMEBILL.  Changed. Users should ensure they have the correct permissions for creating/editing time bills.

Config data Changes

• ALLOWLARGEROWSETS:  Impacts any grid in the system.  Prevents 25000 and 50000 rows if this config option is OFF (Default is OFF).
• AUTOMASTERVENDOR:  Impacts whether or not a master vendor record is auto-created when a particular vendor line (or multiple lines) is selected in the Inventory > Purchase Queue.
  • Valid values are: ON, OFF.  ON = master vendor record is auto-created.  OFF = Default, master vendor record NOT auto-created.
• COMPLETECHECKLIST: Affects ability to complete/close Calls/Tasks based on checklist completion.
  • Valid values are: ON (will require that all checklist items be marked complete before a call/task can be set to a POST/CANCELED/CANCELLED state (POST applies to calls and tasks. CANCELLED/CANCELED applies only to tasks), OFF (Default).
• DEFAULTOPPFORECASTLAG: Labor Forecast Overview – will push the forecast to start XX days after opportunity close date.
  • Valid values are:  any positive integer value. Default = 30 days.
• DEFAULTWAGETYPE: Sets default WAGETYPE for new service calls.
  • Valid values are: ‘STANDARD’, ‘FIXED’, ‘VARIABLE’, ‘PIECEWORK’, ‘EMERGENCY’, ‘EMERGTRAVEL’, ‘ONCALL-WEEKDAY’, ‘ONCALL-WEEKEND’, ‘PTO’, ‘HOLIDAY’, ‘COVID’,’ HCEMRGSERVICE’.  If no WAGETYPE is specified here, default is STANDARD.
• DOCUMENTENCRYPTION:  allows encryption of documents saved to the Documents table.
  • Valid values are ON = document is encrypted, OFF (default) = document is not encrypted.  Note:  does not apply to ‘images’ such as those on the contact/employee forms.
  • Document Properties form has a new field indicating whether a document is encrypted.
• EACCEPTANCEWITHOUTMFA: allows sending an eAcceptance request without MFA (multi-factor authentication).  This means the recipient of the request will instead receive a URL directly to the document, skipping the step of obtaining a code and typing it in.
  • Valid values are: ON = allows user to bypass MFA requirement, OFF (default) = user is required to obtain a code via multi-factor authentication and type it in in order to gain access to the document and use eAcceptance.
• INVCLAWBACK:
  • Valid values are: ON, when an Invoice Record is created and the Comm Ammount is < 0 the InvoiceCommission will be negative, allowing for a negative NET DUE on the Commission Export (allowing for a CLAWBACK of what has already been paid).  OFF (default) and the Comm Ammount is < 0; the Net Due will be 0 and it is expected that the over payment of commission will catch up on future invoices.
• LOGINATTEMPTSLIMIT: Determines whether login security is enabled (ConfigValue1) and how many attempts are allowed before action is taken (ConfigValue2).
  • Valid values are:
    ConfigValue1: OFF, ON. Default is OFF.
    ConfigValue2: Integer between 1 and 99. Default is 5.
• LOGINFAILACTION: Determines the consequence for exceeding the login attempt limit.
  • Valid values are:
    ConfigValue1: TIMEOUT, DISABLE. Default is TIMEOUT.
    TIMEOUT – user will be unable to log in for set amount of minutes determined by LOGINTIMEOUTLIMIT config.
    DISABLE – user profile will be disabled and unable to log in without intervention by an Admin user. For internal users, the login flag will be disabled. For external users, the active flag will be disabled.
• LOGINTIMEOUTLIMIT: When LOGINFAILACTION is set to TIMEOUT, determines the duration, in minutes, a user may be locked out of additional login attempts.
  • Valid values are:
    ConfigValue1: Integer between 1 and 99. Default is 5.When a user’s login is disabled, all ADMIN users will receive both an email and a pop-up notification.
• OLDCOMMISSIONMETHOD:  Determines whether or not Accounting > Commission > Commission Advice menu item is visible.
  • Valid values are: OFF, ON.  OFF = Commission Advice menu option not visible, ON (default) = Commission Advice menu option is visible.  Note:  ON setting required for some internal checks requiring this config for user access to aforementioned item.
• VERIFYQUOTEBOOKING: enables/disables additional validations when approving a quote.
  • Valid values are ON, OFF (Default).  When approving quotes, when config is ON, system will check for sales items without a master no, and for master no’s without an item type.
• WEBMAIL_AUTHTYPE: Must be set to OAUTH for Webmail to work with new Microsoft oAuth (Modern Authentication) .
  • Valid value: OAUTH

 

General Code Changes

• DISPPRIOT – Controls default priority level of service calls.  Y flag on a priority line assigns that priority level as the default for new calls.  If no priority level is flagged Y, default priority will be 5.
• CALENDRTYP – Replaces config items SUBTASK_SUBTASKASSIGN_LINKTOEXTCAL, DISPATCH_SCHEDULED_LINKTOEXTCAL, FUNNEL_SCHEDULED_LINKTOEXTCAL
• EMPACTRSLT – Employee activity result code.
• EMPACTSTAT – Employee activity status code.
• EMPSCHEDT – Added auto-approve column to code grid.
• TAXGROUP – Tax group field on Tax Applicable Codes form is now a drop down menu based on the new TAXGROUP code type.