Published: September 4, 2020
Updated: December 18, 2020
Build range: 10.03.001 (10.01.020 – 10.01.153), 10.03.002
Published: September 4, 2020
Updated: December 18, 2020
Build range: 10.03.001 (10.01.020 – 10.01.153), 10.03.002
| wdt_ID | Category | Context | Type | Description |
|---|---|---|---|---|
| 1 | Notice | Microsoft | Added | Microsoft Edge (Chromium version) is now supported (Web, 10.03, N/A) |
| 2 | Notice | Microsoft | Changed | Ensure Microsoft SQL Server is fully updated with all cumulative patches prior to upgrading (Web, 10.03, N/A) |
| 3 | Notice | Microsoft | Deprecated | Internet Explorer is no longer supported (Web, 10.03, N/A) |
| 4 | Notice | Microsoft | Deprecated | SSRS dashboards developed by Solutions360 are no longer supported and have been replaced by Q360 dashboards (Web, 10.03, N/A) |
| 5 | Notice | PHP | Changed | PHP is updated to ensure all options relating to SSL curl options are set to ON for security purposes. Verify that all of your API integrations work as expected. (Web, 10.01.110, UQ42729156) |
| 6 | Sales | Contact List Admin | Improved | The Import Contact List Spreadsheet option is added to the form. The XLS file must contain the following columns:
|
| 7 | Sales | Extended Quote Authorization Rule List | Added | The Extended Quote Authorization Rule List form in added to the web client and located in Sales > Sales Admin (Web, 10.01.033, UQ23890613) |
| 8 | Sales | Funnel | Fixed | Funnels can now be deleted if there are no opportunities using the funnel (Web, 10.01.096, UQ36401324) |
| 9 | Sales | Funnel Forecast | Fixed | Totals now correctly match up with Sales forecast details (Web, Windows, 10.01.084, UQ39719678) |
| 10 | Sales | Funnel Opportunity Item | Added | The Time Bill button is added to the form (Web, 10.01.071, UQ21642680) |
| 11 | Sales | Funnel Opportunity Item | Fixed | Documents can be downloaded as expected (Web, 10.01.053, UQ32997359) |
| 12 | Sales | Manufacturer Sales Forecast | Added | The Company filter option is added (Web, Windows, 10.01.075, UQ37060709) |
| 13 | Sales | Opportunity | Added | The Mark as Un-Complete extended menu option is added to the Funnel sub-tab (Web, 10.01.099, UQ39388411) |
| 14 | Sales | Opportunity | Added | The print option Standard Single Opportunity is added (Web, 10.01.055, UQ24631301) |
| 15 | Sales | Opportunity | Fixed | Adding employees and contacts is moved to the Link button (Web, 10.01.067, UQ34762767) |
| 16 | Sales | Opportunity | Fixed | Exporting a quote list from the Quote tab, by right clicking and selecting the Export to Excel option produces a file named Quotes.xls (Web, 10.01.088, UQ40657828) |
| 17 | Sales | Opportunity | Fixed | The Probability field can now only be edited if the opportunity is not linked to a funnel (Web, Windows, 10.01.082, UQ34762751) |
| 18 | Sales | Opportunity | Fixed | The SOW tab now supports more than 4000 characters (Web, 10.01.058, UQ33472669) |
| 19 | Sales | Opportunity | Fixed | Tracking number is generated as expected (Web, 10.01.087, UQ40540066) |
| 20 | Sales | Opportunity | Improved | The Oppor No. column is added to the search results grid (Web, 10.01.108, UQ43655758) |
| 21 | Sales | Opportunity | Improved | The Phone field is now hyperlinked (Web, 10.01.069, UQ35084651) |
| 22 | Sales | Opportunity | Improved | The Value field is named consistently between the Sales Funnel and Funnel Forecast views (Web, Windows, 10.01.087, UQ40259399) |
| 23 | Sales | Quick Data Entry | Fixed | Mandatory fields are enforced as expected (Web, 10.01.151, UQ48573682) |
| 24 | Sales | Quote | Added | The general code COREASON is added for specifying Change Order Reason options in the Header tab (Web, 10.01.030, UQ23890666) |
| 25 | Sales | Quote | Added | The Letter tab is added to the form and functions similarly to the SOW tab, providing an additional HTML formatted field that may be used for SSRS reporting (Web, 10.01.116, UQ43207941) |
| 26 | Sales | Quote | Added | The Option check box is added to the form. When checked, this indicates the quote was generated for a customer as an option for review but not necessarily meant for approval, as the customer may be presented with multiple quote options. These quotes are excluded from sales reports, preventing misinformation. When box is checked, the quote cannot be approved. (Web, 10.01.103, UQ41010068) |
| 27 | Sales | Quote | Added | The Round Quote extended menu option is now available for confirmed quotes (Web, Windows, 10.01.137, UQ47051779) |
| 28 | Sales | Quote | Added | Various options are added in the Details tab for tracking quote details and assigning labor type masters. Note the following:
|
| 29 | Sales | Quote | Changed | The following sub-tabs in the Line Items tab are removed:
|
| 30 | Sales | Quote | Fixed | Account segments update as expected when changes are made to the Line Items tab Details sub-tab (Web, 10.01.125, UQ45698703) |
| 31 | Sales | Quote | Fixed | An error displays when splitting an A type item using decimals (Web, 10.01.023, UQ28051653) |
| 32 | Sales | Quote | Fixed | API related options in the extended menu are hidden when integrations are not implemented (Web, 10.01.091, UQ40944281) |
| 33 | Sales | Quote | Fixed | Contact detail changes from calls and orders automatically updates the details in a call as expected (Web, 10.01.146, UQ48202145) |
| 34 | Sales | Quote | Fixed | Correct tax details display when using CCH SureTAX (Web, Windows, 10.01.105, UQ29137403) |
| 35 | Sales | Quote | Fixed | Inactive line items display in red as expected (Web, Windows, 10.01.023, UQ28429246) |
| 36 | Sales | Quote | Fixed | Include/exclude grid filtering now works as expected when using the Ship To search button in the form (Windows, 10.01.043, UQ26922713) |
| 37 | Sales | Quote | Fixed | Labor items can only be updated when the quote is in the REJECTED, DATAENTRY, or CONFIRMED statuses (Web, Windows, 10.01.024, UQ29196896) |
| 38 | Sales | Quote | Fixed | Line items display as expected after a large quick list is added (Windows, 10.01.090, UQ40891733) |
| 39 | Sales | Quote | Fixed | Quotes with linked opportunities now save as expected (Web, 10.01.104, UQ43149579) |
| 40 | Sales | Quote | Fixed | SOW details from converted opportunities display as expected (Web, Windows, 10.01.043, UQ30221319) |
| 41 | Sales | Quote | Fixed | Tax API codes carry through the entire sales process (Web, 10.01.084, UQ39335119) |
| 42 | Sales | Quote | Fixed | Tax applicable codes that are passed the specified termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 43 | Sales | Quote | Fixed | The details in the GM% field are now more consistent with the Profit Summary grid, GM column (Web, 10.01.072, UQ36453667) |
| 44 | Sales | Quote | Fixed | The Details tab, PM % field displays the expected cost details in the added line item (Web, 10.03.002, UQ51603194) |
| 45 | Sales | Quote | Fixed | The extended menu option Get Fiance Options displays the expected lease option on re-opened quotes where financing is applied (Web, 10.01.057, UQ33405467) |
| 46 | Sales | Quote | Fixed | The following changes apply to quick lists:
|
| 47 | Sales | Quote | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 48 | Sales | Quote | Fixed | The Manufacturer filter is added in the Line Items tab Vendor Product sub-tab (Windows, 10.01.044, UQ31529985) |
| 49 | Sales | Quote | Fixed | WBS details copy as expected when items are split in the Line Items tab (Web, 10.01.060, UQ33826707) |
| 50 | Sales | Quote | Fixed | When the UseTax flag box is checked for line items, the system no longer calculates sales tax on non Q or A items for a third party (Web, Windows, 10.01.134, UQ46874531) |
| 51 | Sales | Quote | Improved | Reorganized fields for improved usability (Web, 10.01.104, UQ42216453) |
| 52 | Sales | Quote | Improved | The Add button is added to the Vendor Product sub-tab for manually adding Q and A type items (Web, 10.01.071, UQ34762755) |
| 53 | Sales | Quote | Improved | The Comments and Notes boxes are renamed External Comments and Internal Notes (Web, Windows, 10.01.077, UQ33880957) |
| 54 | Sales | Quote | Improved | The SOW tab is update for improved usability (Web, 10.01.117, UQ44455680) |
| 55 | Sales | Quote | Improved | The Tax Appl. field now displays the tax district followed by the description (Web, 10.01.050, UQ32570238) |
| 56 | Sales | Quote Authorization | Fixed | Generated email links work as expected (Web, 10.01.060, UQ33827023) |
| 57 | Sales | Sales Forecast | Fixed | Output no longer displays duplicate opportunities (Web, 10.01.083, UQ39386749) |
| 58 | Sales | Sales Leads | Fixed | Activity field changes save issues are resolved and work as expected (Web, 10.01.032, UQ30358106) |
| 59 | Sales | Sales Leads | Fixed | The Assign Lead process button works as expected (Web, 10.01.064, UQ34322876) |
| 60 | Sales | Sales Opportunity Review | Added | The Aging column is added for consistency with the windows client (Web, 10.01.020, UQ26827565) |
| 61 | Project | Check Project Close | Fixed | Selecting a different date than the present works as expected (Web, 10.01.099, UQ42593939) |
| 62 | Project | Check Project Close | Improved | Warning messages now contain links to records that can be opened for additional information and insight (Web, 10.01.087, UQ40479622) |
| 63 | Project | Import Time Sheet (Project) | Added | The Import Time Sheet option is added to the Project menu in the web client. Also note that the option is removed from the windows client. (Web, Windows, 10.01.141, UQ47053279) |
| 64 | Project | Post COGS for All Projects | Added | The Post COGS for All Projects option is added to the Project main menu (Web, 10.01.021, UQ21642516) |
| 65 | Project | Project | Added | The '% Prod Units' column is added to Task tab grid (Web, 10.01.109, UQ43951285) |
| 66 | Project | Project | Added | The Add button is added to the Products/Service Calls tab Service Calls grid (Web, 10.01.121, UQ45195214) |
| 67 | Project | Project | Added | The Add button is added to the Products/Service Calls tab Shipped Products grid (Web, 10.01.123, UQ45547777) |
| 68 | Project | Project | Added | The Email Project extended menu option is added (Web, 10.01.035, UQ30648427) |
| 69 | Project | Project | Added | The Expenses tab is added to the form (Web, 10.01.043, UQ23889898) |
| 70 | Project | Project | Added | The Mark Substantially Complete extended menu option is added. Users must have the SUBSTCOMPL execute permission to use the option. (Web, Windows, 10.01.053, UQ31106541) |
| 71 | Project | Project | Added | The Nickname field is added to the main Project tab. The field still remains in the Details tab. (Web, Windows, 10.01.020, UQ23890547) |
| 72 | Project | Project | Added | The Print Project BOM option is added to the extended menu (Web, 10.01.036, UQ30648715) |
| 73 | Project | Project | Added | The PROJREOPEN permission is added for allowing users the ability to re-open a project. This permission must also be manually assigned to ADMIN type users. (Web, Windows, 10.01.096, UQ39283644) |
| 74 | Project | Project | Added | The Resource Console option is added to the Project form extended menu (Web, 10.01.020, UQ28098508) |
| 75 | Project | Project | Added | The Task tab columns Timebill Category and Timebill Sub. Cat are added (Web, 10.01.071, UQ23890151) |
| 76 | Project | Project | Added | The UNLINKEMAIL permission is added for allowing users the ability to unlink emails from Email grid (Web, 10.01.049, UQ23890769) |
| 77 | Project | Project | Added | The Material tab PO # column is now hyperlinked, allowing users with the PURCHASE view permission to open entries (Web, 10.01.147, UQ48260311) |
| 78 | Project | Project | Fixed | A PO name is no longer required when a PO number is entered in the form (Web, Windows, 10.01.066, UQ34648555) |
| 79 | Project | Project | Fixed | Approved ICOs and CCOs display correct status when creating them from the Material tab extended menu option (Web, Windows, 10.01.093, UQ38462585) |
| 80 | Project | Project | Fixed | CCO Order Items can no longer be deleted when tied to any order status as long as it is linked to a CCO quote (Web, 10.01.083, UQ39335923) |
| 81 | Project | Project | Fixed | Checking is improved during auto picking process to correctly evaluate whether picking the item will put Qty Picked over Qty On Hand. The web client blocks the user before trying to pick and ship items. The windows client continues to pick items until it cannot and then will error. (Web, Windows, 10.01.151, UQ48991521) |
| 82 | Project | Project | Fixed | Editing group fields in the Material tab no longer produces an error (Web, 10.01.071, UQ36144658) |
| 83 | Project | Project | Fixed | Invoicing selected line items works as expected when line items have different ShipAddress but the same ShipSite onto each invoice (Windows, 10.01.022, UQ28196106) |
| 84 | Project | Project | Fixed | Orders can no longer be linked if items are in the DATAENTRY or CANCELLED status (Web, Windows, 10.01.067, UQ34515956) |
| 85 | Project | Project | Fixed | Orders in the Project Order/Invoice tab now displays numerically (Web, Windows, 10.01.083, UQ39048879) |
| 86 | Project | Project | Fixed | SOV item retention now rounds to two decimal places. Previously, the header amount on the SOV print out did not match the sum of the retention on the individual items on the report's item detail section. (Web, Windows, 10.01.140, UQ47006944) |
| 87 | Project | Project | Fixed | SOV tab fields are no longer editable prior to creating an SOV (Web, 10.01.046, UQ32111308) |
| 88 | Project | Project | Fixed | Staging location details display as expected in the Material tab when changes are made (Web, 10.01.132, UQ46454039) |
| 89 | Project | Project | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 90 | Project | Project | Fixed | The calculation for the Sold Hrs field in the Task tab is more consistent with the Profit tab Projected Hrs field (Web, 10.01.145, UQ47598780) |
| 91 | Project | Project | Fixed | The correct column details now display in the Products/Service Calls tab Shipped Products grid (Web, Windows, 10.01.063, UQ34257239) |
| 92 | Project | Project | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 93 | Project | Project | Fixed | The Material tab now uses SALES view and MARGIN view permissions to control access. The SALES view permission controls visibility of Price and Ext Price. The MARGIN vew permission controls visibility of Ord. Cost, PO Cost, Voucher Cost, COGS, Cost Vari., and Avg Cost. (Web, Windows, 10.01.067, UQ21642712) |
| 94 | Project | Project | Fixed | The Orders/Invoices tab Link button now links only orders in the CONFIRMED, DATAENTRY, APPROVED status that are not already linked to a project (Web, 10.03.002, UQ50626319) |
| 95 | Project | Project | Fixed | The PO column details display as expected in the Material tab (Web, 10.01.072, UQ36597050) |
| 96 | Project | Project | Fixed | The Print Project Profit output details display more accurate information (Windows, 10.01.045, UQ31729267) |
| 97 | Project | Project | Fixed | The Print Project Progress output no longer displays projects in the CLOSED or CANCELED status (Web, 10.01.153, UQ49539076) |
| 98 | Project | Project | Fixed | The Profit tab Profit Margin field is now rounded to two decimals (Web, Windows, 10.01.113, UQ44097220) |
| 99 | Project | Project | Fixed | The Project tab is no longer disabled when exiting edit mode (Windows, 10.01.043, UQ31415801) |
| 100 | Project | Project | Fixed | The Site Contact fields displays expected results when typing (Web, 10.01.020, UQ21642699) |
| 101 | Project | Project | Fixed | The Teams/Events tab now allows users to edit subcontractor details as expected in the Team grid (Web, 10.01.146, UQ48201162) |
| 102 | Project | Project | Fixed | Unearned revenue now displays for closed projects as expected when creating a closing entry (Web, Windows, 10.01.064, UQ34322263) |
| 103 | Project | Project | Fixed | Updating group fields in the Material tab works as expected (Web, 10.01.072, UQ36454561) |
| 104 | Project | Project | Improved | Check Project Close now notifies of Q or A type items in the DATAENTRY status on an order that is CANCELLED (Web, 10.01.108, UQ43877171) |
| 105 | Project | Project | Improved | Task tab grid details can now be edited. Also note the following:
|
| 106 | Project | Project | Improved | The customer name is displayed in the window title (Web, 10.01.029, UQ29949581) |
| 107 | Project | Project | Improved | The financial details for linked master invoices display in the Orders/Invoices tab, Invoices grid (Web, Windows, 10.01.029, UQ23890557) |
| 108 | Project | Project | Improved | The NO BILL indicator is more predominant in the Material tab, preventing confusion and potential invoicing errors (Web, 10.01.103, UQ43077772) |
| 109 | Project | Project | Improved | The Tax Appl. field now displays the tax district followed by the description (Web, 10.01.050, UQ32570238) |
| 110 | Project | Project | Improved | The Warranty and Total Contract to Projected details are added to the Profit tab Projected details (Web, 10.01.118, UQ44257221) |
| 111 | Project | Project | Improved | Tracking number and support address are added to emails sent from the Teams tab, extended menu, Email Selected Members option. (Web, Windows, 10.01.085, UQ36145618) |
| 112 | Project | Project | Improved | Various links in the Profit tab now allow users to open individual grid entries (Web, 10.01.145, UQ47598647) |
| 113 | Project | Project Status | Fixed | The ALL option no longer displays twice in the Branch filter (Web, 10.01.095, UQ41822797) |
| 114 | Project | Project WIP Reconciliation | Added | The Project WIP Reconciliation report is added to Accounting > Month End (Web, Windows, 10.01.099, UQ42537583) |
| 115 | Project | Task | Added | The Email/Docs tab, From column now displays a red icon. Users can hover over the icon to preview the email contents. (Web, 10.01.064, UQ34322681) |
| 116 | Project | Task | Added | The Hide From Resource Console check box is added. This hides task visibility from the Resource Console and Exchange integration. (Web, 10.01.057, UQ30902365) |
| 117 | Project | Task | Added | The Standard Project Task print template is added to the form (Web, 10.01.096, UQ41696305) |
| 118 | Project | Task | Added | The Standard Project Task w/ CheckList print template is added to this form (Web, 10.01.096, UQ41696305) |
| 119 | Project | Task | Added | The Start Time Billing option is added to the Sub-Tasks tab extended menu (Web, Windows, 10.01.021, UQ21642657) |
| 120 | Project | Task | Added | The UNLINKEMAIL permission is added for allowing users the ability to unlink emails from Email grid (Web, 10.01.049, UQ23890769) |
| 121 | Project | Task | Fixed | A spelling correction is made to the Add Definition button in the Check List tab (Web, 10.01.066, UQ34645864) |
| 122 | Project | Task | Fixed | Adding a check list works as expected from the Check List tab (Windows, 10.01.102, UQ42799293) |
| 123 | Project | Task | Fixed | API related options in the extended menu are hidden when integrations are not implemented (Web, 10.01.091, UQ40944281) |
| 124 | Project | Task | Fixed | The Complete Task option now works as expected (Web, 10.01.034, UQ30588664) |
| 125 | Project | Task | Fixed | The Events grid Show All check box works as expected (Web, 10.01.066, UQ34646094) |
| 126 | Project | Task | Fixed | Users can save tasks and sub-tasks as expected if they do not have checklist permissions (Web, 10.03.002, UQ50382477) |
| 127 | Project | Task | Fixed | Wage Rate and Fixed Amount detail changes remain after saving (Web, 10.01.093, UQ41354602) |
| 128 | Project | Task | Improved | The '% Prod Units' column is added to Sub Tasks tab grid (Web, 10.01.109, UQ43951285) |
| 129 | Project | Task | Improved | The Copy Task option now also copies all sub-tasks with configuration setting COPYTASKSINCLSUB set to YES (Web, Windows, 10.01.030, UQ27246995) |
| 130 | Project | Task | Improved | Various columns in the Check List tab can now be edited in the grid (Web, 10.01.137, UQ41881881) |
| 131 | Project | Task Console | Fixed | Tasks without an Assignee now display as expected (Web, 10.01.124, UQ44098454) |
| 132 | Service | Call | Added | The DISPREOPEN permission is added for allowing users the ability to re-open calls that are set to a status specified as a POST type. Also note that this permission must be also manually assigned to ADMIN type users. (Web, Windows, 10.01.096, UQ39283639) |
| 133 | Service | Call | Added | The Get Signature option in the extended menu is now supported on touchscreen laptops (Web, 10.01.091, UQ37804370) |
| 134 | Service | Call | Added | The Knowledge Base tab is added to the form. This allows users to reference the KB to locate similar calls that use the same categories and sub categories. (Web, 10.01.035, UQ29591887) |
| 135 | Service | Call | Added | The Nickname field is added to the main Call tab. The field still remains in the Details tab. (Web, Windows, 10.01.020, UQ23890547) |
| 136 | Service | Call | Added | The Title column is added to the Service Contracts grid (Web, Windows, 10.01.059, UQ24232678) |
| 137 | Service | Call | Added | The UNLINKEMAIL permission is added for allowing users the ability to unlink emails from Email grid (Web, 10.01.049, UQ23890769) |
| 138 | Service | Call | Changed | The PDF extended menu option is removed (Web, 10.01.123, UQ45547636) |
| 139 | Service | Call | Fixed | A PO name no longer required when a PO number is entered in the form (Web, Windows, 10.01.066, UQ34648555) |
| 140 | Service | Call | Fixed | A call can no longer be billed when the form is in edit mode (Windows, 10.01.077, UQ37512194) |
| 141 | Service | Call | Fixed | A spelling correction is made to the Add Definition button in the Check List tab (Web, 10.01.066, UQ34645864) |
| 142 | Service | Call | Fixed | All occurrences of a user ID in the form now display the user's actual name instead (Web, 10.01.077, UQ37402161) |
| 143 | Service | Call | Fixed | API related options in the extended menu are hidden when integrations are not implemented (Web, 10.01.091, UQ40944281) |
| 144 | Service | Call | Fixed | Contact detail changes from quotes and orders automatically updates the details in a call as expected (Web, 10.01.146, UQ48202145) |
| 145 | Service | Call | Fixed | Contact details are added as expected when generated by an external user (Web, 10.01.103, UQ43025652) |
| 146 | Service | Call | Fixed | Entries can be opened from the Actual, Misc. link located in the Profit tab Actual column (Windows, 10.01.128, UQ46154890) |
| 147 | Service | Call | Fixed | External users can no longer create calls from Service > Help Desk > New when a credit block exists for the customer (Web, 10.01.153, UQ49227234) |
| 148 | Service | Call | Fixed | HTML content saves as expected (Web, 10.01.102, UQ42956314) |
| 149 | Service | Call | Fixed | Invoiced orders in the WO/Invoice tab can no longer be unlinked from the grid (Web, Windows, 10.01.148, UQ48320001) |
| 150 | Service | Call | Fixed | Line items can now be split as expected in the Part tab (Web, 10.01.099, UQ42538023) |
| 151 | Service | Call | Fixed | Linked POs can no longer be automatically approved when Customer records has Require PO Flag checked (Web, 10.01.021, UQ28242305) |
| 152 | Service | Call | Fixed | Locked records can no longer be dispatched (Web, 10.01.066, UQ34648978) |
| 153 | Service | Call | Fixed | Open calls no longer displays an incorrect branch when previously searching for parts in another call (Windows, 10.01.047, UQ31861695) |
| 154 | Service | Call | Fixed | The following changes are made to the report:
|
| 155 | Service | Call | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 156 | Service | Call | Fixed | The Preview Billing Report option STD-Standard Preview Invoice now displays the correct pricing for labor rates (Windows, 10.01.074, UQ37044204) |
| 157 | Service | Call | Fixed | The red dialogue icon displays in the Servie Calls/Service Contracts tab as expected (Web, 10.01.078, UQ38117980) |
| 158 | Service | Call | Fixed | Updating Caller and Contact information also updates email and phone details as expected (Web, 10.01.143, UQ23890956) |
| 159 | Service | Call | Improved | A description is added to Product Det. field (Web, 10.01.068, UQ34762781) |
| 160 | Service | Call | Improved | Check List Def options are now better organized (Web, 10.01.035, UQ29591887) |
| 161 | Service | Call | Improved | The Dispatch Note text box is added to the Dispatch tab for including additional information to a technician when dispatch notification is sent (Web, 10.01.071, UQ23889895) |
| 162 | Service | Call | Improved | The Est. Fix Time and Est. Fix Time2 fields are added to the form (Web, 10.01.093, UQ41572881) |
| 163 | Service | Call | Improved | Various columns in the Check List tab can now be edited in the grid (Web, 10.01.137, UQ41881881) |
| 164 | Service | Customer Call History | Improved | The Customer Call History and Customer Call History Detail reports are now merged into a single report (Web, 10.01.097, UQ21642490) |
| 165 | Service | Dispatch Q | Changed | The Company filter is now available directly in the Search Results grid. Click the filter button in the grid to view and select customers. (Web, 10.01.050, UQ32570433) |
| 166 | Service | Dispatch Q | Fixed | Grid filtering works as expected when columns are re-arranged (Web, 10.01.039, UQ31027649) |
| 167 | Service | Dispatch Q | Fixed | The Map window displays the expected location pins when the grid is filtered (Web, 10.01.050, UQ21664443) |
| 168 | Service | Dispatch Q | Fixed | Time billing now uses the user's time instead of the Q360 database server time (Web, 10.01.093, UQ41409346) |
| 169 | Service | Event Queue | Fixed | The PROJECT view permission is now used (Web, 10.01.058, UQ33471440) |
| 170 | Service | Knowledge Base | Added | The UNLINKEMAIL permission is added for allowing users the ability to unlink emails from Email grid (Web, 10.01.049, UQ23890769) |
| 171 | Service | Mobile Technician App | Added | The TECHTASKCOMPLETESTATUS and TECHCALLCOMPLETESTATUS configuration settings are added for controlling the status when a technician completes a call. (Web, 10.01.044, UQ31415830) |
| 172 | Service | Mobile Technician App | Fixed | All time bill sub-categories display when a category is not linked to sub categories (Web, 10.01.081, UQ38544375) |
| 173 | Service | Mobile Technician App | Fixed | Saving is more consistent and reliable (Web, 10.01.119, UQ45071618) |
| 174 | Service | Mobile Technician App | Fixed | Signatures displays as expected (Web, 10.01.069, UQ35442762) |
| 175 | Service | Mobile Technician App | Fixed | Single quote characters in fields now works as expected (Web, 10.01.065, UQ34516535) |
| 176 | Service | Mobile Technician App | Fixed | Synchronization issues are resolved that may have caused call and task statuses to revert (Web, 10.01.084, UQ39456846) |
| 177 | Service | Mobile Technician App | Fixed | The CHECKLIST permission option is added for TECH and MOBILETECH user types (Web, 10.01.120, UQ45247976) |
| 178 | Service | Mobile Technician App | Fixed | The ETA date displays as expected (Web, 10.01.077, UQ37704634) |
| 179 | Service | Mobile Technician App | Fixed | The status of records no longer changes from COMPLETE to TECHDONE unexpectedly (Web, 10.01.113, UQ44257787) |
| 180 | Service | Mobile Technician App | Fixed | Unnecessary priority events are no longer generated when calls are edited (Web, 10.01.081, UQ38599662) |
| 181 | Service | Mobile Technician App | Fixed | Various performance issues are resolved. App users are strongly encouraged to uninstall/re-install the app on their devices and clear their mobile device web browser cache. (Web, 10.01.027, UQ27212234) |
| 182 | Service | Mobile Technician App | Improved | Support is added for the Safari web browser on iOS (Web, 10.01.060, UQ33745416) |
| 183 | Service | Product | Added | MAC address information is added to related forms and grids (Web, 10.01.092, UQ41063587) |
| 184 | Service | Product | Fixed | The Manage Recurring Dispatches extended menu option opens as expected when there is more than one recurring dispatch record (Web, 10.01.137, UQ47003907) |
| 185 | Service | Product | Improved | The Site Name field caption is now hyperlinked (Web, 10.01.053, UQ32947817) |
| 186 | Service | Recurring Dispatches | Added | The RECDISPATCH permission is added for controlling recurring dispatch access. Note the following:
|
| 187 | Service | Recurring Dispatches | Improved | The Bill Amount field is added. When invoked, the newly created Call records inherit the bill amount from the recurring dispatch. (Web, 10.01.108, UQ43637759) |
| 188 | Service | Recurring Dispatches | Updating the Contact and Caller fields automatically updates phone and email details as expected (Web, 10.01.148, UQ48320303) | |
| 189 | Service | Technician Inventory | Fixed | Adding parts in multi-company environment works as expected (Web, Windows, 10.01.102, UQ42955256) |
| 190 | Scheduling | Resource Console | Added | A web client page is added, allowing developers to view color options associated with bar types, for the purpose of customization. This Page is located in https://example.com/tools/rcbartype.php. (Web, 10.01.054, UQ33063036) |
| 191 | Scheduling | Resource Console | Added | The Timebill Category and Task Category filter are added. Also the Category and Timebill Category grid columns are added (Web, 10.01.046, UQ23890864) |
| 192 | Scheduling | Resource Console | Added | Time bills can be started and stopped from the Dispatch Queue tab Start Timebill column (Web, 10.01.045, UQ31794823) |
| 193 | Scheduling | Resource Console | Fixed | Memory leak issues are fixed (Web, 10.01.041, UQ30707821) |
| 194 | Scheduling | Resource Console | Fixed | Overbooked HR schedule items now display a warning when entries are created (Web, 10.01.065, UQ31795834) |
| 195 | Scheduling | Resource Console | Fixed | Tasks with the Completion Date field set but wihtout time, display as expected (Web, 10.01.057, UQ33403754) |
| 196 | Scheduling | Resource Console | Fixed | The permission HREMPSCHED create is now enforced as expected (Web, 10.01.058, UQ33472196) |
| 197 | Scheduling | Resource Console | Fixed | The Project Tasks tabs display Responsible details as expected (Web, 10.01.148, UQ48262031) |
| 198 | Scheduling | Resource Console | Fixed | Various schedule conflict handling issues are resolved (Web, 10.01.020, UQ27878787) |
| 199 | Scheduling | Resource Console | Improved | HR Time Request entries in the MGRSUBMIT status now display in orange (Web, 10.01.029, UQ28099868) |
| 200 | Service Contract | Service Contract | Added | The Company and Branch filters are added to the Profit tab (Web, 10.01.038, UQ30965236) |
| 201 | Service Contract | Service Contract | Added | The search results grid now contains the following columns:
|
| 202 | Service Contract | Service Contract | Added | The Title field is added to the form (Web, Windows, 10.01.059, UQ24232678) |
| 203 | Service Contract | Service Contract | Added | The User Def tab is added to the form (Web, 10.01.052, UQ31795341) |
| 204 | Service Contract | Service Contract | Fixed | Auto renewal now works as expected (Web, Windows, 10.01.100, UQ42644363) |
| 205 | Service Contract | Service Contract | Fixed | Expired line items are no longer invoiced (Web, Windows, 10.01.152, UQ48992440) |
| 206 | Service Contract | Service Contract | Fixed | Filtering works as expected when adding new fees in the Line Items tab Fees sub-tab (Web, 10.01.094, UQ41696961) |
| 207 | Service Contract | Service Contract | Fixed | Improvements are made to calculations based on the frequency type (Web, 10.01.039, UQ31027280) |
| 208 | Service Contract | Service Contract | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 209 | Service Contract | Service Contract | Fixed | The Line Items tab now contains the Vendor sub-tab and can be used in conjunction with the new Vendor Service Contract Renewal Q form for tracking vendor maintenance contract details. Use this section to add the following details:
|
| 210 | Service Contract | Service Contract | Improved | The Add button is added to the form (Web, 10.01.042, UQ31159141) |
| 211 | Service Contract | Service Contract Renewals | Added | The Title column is added to the Service Contracts to Renew grid (Web, Windows, 10.01.059, UQ24232678) |
| 212 | Service Contract | Vendor Service Contract Renewal Q | Fixed | The Vendor Service Contract Renewal Q form is added for displaying vendor maintenance items linked to customer service contracts. Also note the following:
(Web, 10.01.101, UQ42216469) |
| 213 | Inventory | Asset | Fixed | The ASSET edit permission is used as expected. Previously, the SALESLEAD edit permission was used. (Web, 10.01.026, UQ29437874) |
| 214 | Inventory | Import / Update Master Profiles | Added | The Import / Update Master Profiles option is added and is available in the main Inventory menu (Web, 10.01.096, UQ38172295) |
| 215 | Inventory | Import Vendor Inventory | Added | The Import Vendor Inventory option is added Inventory > Admin (Web, 10.01.107, UQ21642465) |
| 216 | Inventory | Import/Update Master Vendors | Added | Importing and updating master vendors can now be performed from the web client (Web, 10.01.052, UQ29543399) |
| 217 | Inventory | Import/Update Masters | Added | Importing and updating masters can now be performed from the web client (Web, 10.01.052, UQ29543391) |
| 218 | Inventory | Manufacturer Normalize | Added | The Manufacturer Normalize form is added to the Inventory > Admin menu for associating a single manufacturer name to multiple manufacturer names. This can used for consolidating manufacturer names when they are referred to differently by vendors . Also note the following:
|
| 219 | Inventory | Master | Added | Master numbers starting with a space can no longer be added (Web, Windows, 10.01.040, UQ31090597) |
| 220 | Inventory | Master | Added | The Ext. Account tab now has an Add and Delete icon (Web, 10.01.151, UQ48787872) |
| 221 | Inventory | Master | Fixed | Existing masters that previously contained an apostrophe character removed can now be detected (Windows, 10.01.041, UQ31106773) |
| 222 | Inventory | Master | Fixed | Improved error messaging when saving changes (Web, 10.03.002, UQ51604129) |
| 223 | Inventory | Master | Removed | The View Master Profile extended menu option is removed (Web, 10.01.029, UQ30092514) |
| 224 | Inventory | Orders Review Q | Added | The Orders Review Q form is added and is located in Inventory > Work Queues (Web, 10.01.032, UQ21642456) |
| 225 | Inventory | Update Master Prices | Improved | The Update Prices option is changed to a Save button (Web, 10.01.068, UQ34762771) |
| 226 | Inventory | Vendor Inventory | Fixed | The Filter tab is added to the form (Windows, 10.01.044, UQ31529985) |
| 227 | Purchasing | Purchase Order | Added | The Print Asset Bar Codes extended menu option is now enabled (Web, 10.01.141, UQ46942699) |
| 228 | Purchasing | Purchase Order | Added | The Un-Receive This Line option is added in the Line Items tab extended menu (Web, 10.01.118, UQ44795765) |
| 229 | Purchasing | Purchase Order | Fixed | An unnecessary error no longer displays when splitting items (Windows, 10.01.069, UQ35661579) |
| 230 | Purchasing | Purchase Order | Fixed | Comments from RMAs are no longer cut off after 200 characters (Web, 10.01.118, UQ44846902) |
| 231 | Purchasing | Purchase Order | Fixed | Order number displays as expected in the Line Items tab, Line Items grid, Order No. column (Web, 10.01.067, UQ34910588) |
| 232 | Purchasing | Purchase Order | Fixed | PO labels now print as expected (Windows, 10.01.026, UQ29437985) |
| 233 | Purchasing | Purchase Order | Fixed | Subtotals are updated as expected when using the Line Items tab extended menu option Change Cost on Selected Item(s) (Web, 10.01.071, UQ36145433) |
| 234 | Purchasing | Purchase Order | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 235 | Purchasing | Purchase Order | Fixed | The extended menu option Create Vendor Voucher no longer displays an error message if the Line Item tab, Description field is greater than 100 characters (Web, 10.03.002, UQ50345596) |
| 236 | Purchasing | Purchase Order | Fixed | The header displays consistently on each page for the Standard Purchase Order printout (Web, 10.01.075, UQ37044119) |
| 237 | Purchasing | Purchase Order | Fixed | The Ship Contact and Purchase Contact drop-down boxes display in the Ship To tab when the form is in edit mode (Web, 10.01.026, UQ29484560) |
| 238 | Purchasing | Purchase Order | Fixed | The Voucher Approver 1 and Voucher Approver 2 fields are added. Note the following:
|
| 239 | Purchasing | Purchase Order | Fixed | Un-shipping RMA return items from the Line Items tab now works as expected (Web, 10.01.141, UQ47326690) |
| 240 | Purchasing | Purchase Order | Improved | The Ext Price field is renamed Ext Cost to match the web client (Windows, 10.01.054, UQ21642692) |
| 241 | Purchasing | Purchasing Queue | Fixed | Kit item rows display the correct row color as expected (Web, 10.01.089, UQ40675799) |
| 242 | Purchasing | Purchasing Queue | Fixed | The Drop Ship flag status displays as expected (Web, 10.01.040, UQ31090822) |
| 243 | Purchasing | Purchasing Queue | Fixed | The extended menu option Add to Existing POs only displays purchase orders in the DATAENTRY status as expected (Web, 10.03.002, UQ50202543) |
| 244 | Purchasing | Purchasing Queue | Fixed | The Refresh button is added (Web, 10.03.002, UQ50202543) |
| 245 | Purchasing | Purchasing Queue | Improved | Creating POs from multiple vendors now creates multiple PO forms as expected (Web, 10.01.029, UQ29949771) |
| 246 | Purchasing | Purchasing Queue | Improved | The Std. Deliv. column is added to display the number of standard delivery days (Web, Windows, 10.01.072, UQ36402271) |
| 247 | Warehouse | Physical Inventory Count | Fixed | An inventory count now closes as expected when using the extended menu option Complete The Count (Web, 10.01.075, UQ37150583) |
| 248 | Warehouse | Physical Inventory Count | Fixed | Scanning a code containing a single quote character no longer results in an error (Windows, 10.01.076, UQ37402626) |
| 249 | Warehouse | Physical Inventory Count | Fixed | The error 'Cannot adjust inventory that is in TECH status on order.' no longer displays if the order item is not in the TECH status (Windows, 10.01.042, UQ30901325) |
| 250 | Warehouse | Physical Inventory Count | Improved | The Import Inventory Count extended menu option is added to the form (Web, 10.01.059, UQ24631329) |
| 251 | Warehouse | Pick Order | Fixed | Designated A type items are picked as expected (Web, Windows, 10.01.087, UQ40314537) |
| 252 | Warehouse | Receive Purchase Order | Fixed | F type items no longer display when printing PO labels and receipts (Web, 10.03.002, UQ50727651) |
| 253 | Warehouse | Receive Purchase Order | Fixed | Items with item that have a positive quantity and negative cost can now be received as expected (Web, Windows, 10.01.048, UQ32355208) |
| 254 | Warehouse | Receive Purchase Order | Fixed | Part number details are more consistent with purchase orders (Web, 10.01.044, UQ31414917) |
| 255 | Warehouse | Receive Purchase Order | Fixed | The Auto Pick status is more consistent with the details in the PO (Web, 10.01.029, UQ29948466) |
| 256 | Warehouse | Receive Purchase Order | Fixed | The Location column is removed (Web, 10.01.044, UQ31727652) |
| 257 | Warehouse | Receive Purchase Order | Fixed | The Staging Location column displays actual warehouse values (Web, 10.01.044, UQ31727652) |
| 258 | Warehouse | Receive Purchase Order | Fixed | Users can now receive purchase order items if they are not designated to the company or branch specified for the item (Windows, 10.01.033, UQ30532670) |
| 259 | Warehouse | Receive Purchase Order | Improved | Fractions of an S type items can now be received (Web, 10.01.074, UQ36989941) |
| 260 | Warehouse | RMA Q | Changed | Filtering options are moved to the side Filter tab (Web, 10.01.071, UQ21642602) |
| 261 | Warehouse | RMA Return | Added | The Auto Scan button is added to the web client and is used for automatically scanning Q type items (Web, 10.01.145, UQ23889891) |
| 262 | Warehouse | RMA Return | Fixed | Scanning assets now attempts to match serial numbers with listed masters (Web, Windows, 10.01.096, UQ42120754) |
| 263 | Warehouse | RMA Return To Vendor | Fixed | An error no longer displays when adding more than 10 items (Web, 10.01.077, UQ37704041) |
| 264 | Warehouse | RMA Test Q | Fixed | An invoice is no longer created when user declines, using the extended menu option Move To Available (Web, 10.01.093, UQ41464000) |
| 265 | Warehouse | RMA Test Q | Fixed | The Move To Available option uses the INVOICE create permissions as expected (Web, 10.01.078, UQ32356562) |
| 266 | Warehouse | RMA Test Q | Fixed | The RMA Test inventory levels update upon scrapping a Q type master from the RMA Test Q (Web, Windows, 10.01.151, UQ48571984) |
| 267 | Warehouse | Vendor RMA Q | Fixed | The expected number master journal entries display when there are RMAs shipped, and then un-received (Windows, 10.01.021, UQ28553946) |
| 268 | Warehouse | Vendor RMA Q | Fixed | The expected reverse entries when un-receiving items (Windows, 10.01.036, UQ28553946) |
| 269 | Accounting | 1099 Misc | Fixed | The order of the 1099 Misc print out ensures all vendors with Box # 7 (Compensation) are printed together (Web, Windows, 10.01.047, UQ31727826) |
| 270 | Accounting | Account Detail | Fixed | Expenses that are un-posted no longer display (Web, 10.01.081, UQ38654126) |
| 271 | Accounting | Account Detail | Fixed | The invoice link in the grid displays as expected (Web, 10.01.037, UQ30902251) |
| 272 | Accounting | Add GL Journal | Added | The Link and Link No. columns are added to the form (Web, 10.01.084, UQ39454214) |
| 273 | Accounting | Add GL Journal | Fixed | Importing GL entries now saves debit and credit amounts as expected (Web, Windows, 10.01.049, UQ29438229) |
| 274 | Accounting | Auto Add Rule | Added | The 'SALE (Unverified)' option is added ensuring at this stage, a more accurate calculation of the total price can be made (Web, 10.01.151, UQ48574657) |
| 275 | Accounting | Balance Sheet | Fixed | The report now displays currency symbolas as expected (Web, 10.03.002, UQ51446863) |
| 276 | Accounting | Bank Reconciliation | Added | The Bank Reconciliation form is added (Web, 10.01.046, UQ31025640) |
| 277 | Accounting | Bank Reconciliation | Fixed | AP journal entries now display as expected (Web, Windows, 10.01.084, UQ39455360) |
| 278 | Accounting | Budget | Added | The Expert Load Sheet with Segments extended menu option is added to the form (Web, 10.01.059, UQ24631035) |
| 279 | Accounting | Budget | Added | The Export Load Sheet extended menu option is added to the form (Web, 10.01.058, UQ24631037) |
| 280 | Accounting | Budget | Added | The Import Load Sheet extended menu option is added. Also note the following:
|
| 281 | Accounting | Combined Income Statement | Fixed | An error no longer displays when there are more than 24 sub-accounts (Web, 10.01.104, UQ43152039) |
| 282 | Accounting | Currency Administration | Added | The Report Rate field is added to the form (Web, Windows, 10.01.093, UQ41572875) |
| 283 | Accounting | Fiscal Calendar | Fixed | Closing a fiscal year indicates the correct dates as expected in the prompt noticfications (Web, 10.01.151, UQ48991189) |
| 284 | Accounting | Fiscal Calendar | Fixed | The correct information now displays for the selected company (Web, 10.01.132, UQ46539560) |
| 285 | Accounting | Income Statement Comparison | Added | The Category and Subcategory columns are added to the results grid (Web, 10.01.090, UQ40840835) |
| 286 | Accounting | Income Statement Comparison | Fixed | Exporting the grid by right clicking and selecting the Export to Excel option produces a file named Comparison.xls (Web, 10.01.090, UQ40132742) |
| 287 | Accounting | Income Statement Designer | Added | The Custom Income Statement extended menu option is added to the form (Web, 10.01.054, UQ24631201) |
| 288 | Accounting | Income Statement Designer | Fixed | A category name and description that are identical will no longer cause certain reports to break (Web, 10.01.151, UQ48789076) |
| 289 | Accounting | Inventory Clearing Reconciliation | Fixed | The Start Date and End Date options now display in the expected order on the form (Web, 10.01.101, UQ42728077) |
| 290 | Accounting | Maintain Tax Applicable Codes | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in various forms (Web, 10.01.133, UQ46669471) |
| 291 | Accounting | Master Valuation 1 Day | Fixed | The report displays as expected (Windows, 10.01.043, UQ31464148) |
| 292 | Accounting | Master Valuation By Date | Changed | The Qty column is renamed QtyOnHand (Web, 10.01.064, UQ34323660) |
| 293 | Accounting | Master Valuation By Date | Fixed | The Qty details display as expected (Web, 10.01.064, UQ34323660) |
| 294 | Accounting | Month End Reconciliation | Fixed | Filtering displays the exact specified fiscal start and end dates for the selected time period (Web, 10.01.042, UQ31160291) |
| 295 | Accounting | Month End Reconciliation | Fixed | The correct information displays for then selected company (Web, Windows, 10.01.064, UQ34466022) |
| 296 | Accounting | Month End Reconciliation | Fixed | The correct start date is displayed in the Difference column (Windows, 10.01.036, UQ30707624) |
| 297 | Accounting | Month End Reconciliation | Fixed | The Difference column details now references by company versus all (Web, Windows, 10.01.101, UQ42728161) |
| 298 | Accounting | Month End Reconciliation | Fixed | The Difference column now opens the correct reports as expected (Web, 10.01.146, UQ47452074) |
| 299 | Accounting | Month End Reconciliation | Fixed | The Difference report for Inventory Purchase Suspense now includes entries where links are missing (Web, Windows, 10.01.104, UQ43208002) |
| 300 | Accounting | Month End Reconciliation | Improved | Difference entries for AR Balance and AP Balance can now be opened from the grid (Web, 10.01.147, UQ48243515) |
| 301 | Accounting | Month End Reconciliation | Improved | The Project WIP line is added to the form (Web, 10.01.099, UQ42537583) |
| 302 | Accounting | Month End Reconciliation | Improved | The WIP Inventory Clearing report is renamed Inventory Clearing (Web, Windows, 10.01.099, UQ42537583) |
| 303 | Accounting | Purchases By Master No. | Added | Various new fields and columns are added including the following:
|
| 304 | Accounting | Recurring Journal Entry | Fixed | An error no longer displays when posting entries with very large credit and debit amounts (Web, 10.01.085, UQ39845911) |
| 305 | Accounting | Recurring Journal Entry | Improved | History entries are now editable (Web, 10.01.120, UQ45125719) |
| 306 | Accounting | Sales Tax by Master No. | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 307 | Accounting | Sales Tax By Master No. | Improved | The Tax Appl. field now displays the tax district followed by the description (Web, 10.01.050, UQ32570238) |
| 308 | Accounting | Service Fee Maintenance | Fixed | The search fields now work as expected (Web, 10.01.082, UQ38981573) |
| 309 | Accounting | Tax API Code Maintenance | Added | The Tax API Code Maintenance form is added to the web client (Web, 10.01.092, UQ30287422) |
| 310 | Accounting | Tax Report | Fixed | Money values now display with decimals as expected (Web, 10.01.032, UQ30287223) |
| 311 | Accounting | Tax Report | Improved | The VAT Report is renamed UK VAT Report (Web, 10.01.151, UQ48787955) |
| 312 | Accounting | Trial Balance | Fixed | Expected entries display based on the specified date range (Web, 10.01.028, UQ29096012) |
| 313 | Accounting | Trial Balance | Improved | The Time Period filter option is added to the form (Web, 10.01.107, UQ43524830) |
| 314 | Accounting | Update Zip Tax | Added | The Update Zip Tax option is added to the web client and is located in Accounting > Admin (Web, 10.01.096, UQ21642421) |
| 315 | Accounting | View GL Journal | Fixed | The right-click Export To Excel option now names the file Journal.xls (Web, 10.01.067, UQ34912380) |
| 316 | Accounts Receivable | Aged Accounts Receivable | Improved | The following column headers names are changed:
|
| 317 | Accounts Receivable | Cash Receipts | Fixed | Posting batches no longer causes duplicate entries when the Post Batch option is clicked multiple times in quick succession (Web, 10.01.153, UQ49277443) |
| 318 | Accounts Receivable | Cash Receipts | Fixed | The Batch tab details remain when saving a new entry (Web, 10.01.046, UQ31862184) |
| 319 | Accounts Receivable | Create Dispatch Billing Invoices | Added | The Create Service Dispatch Billing Invoices form is added and located in Accounting > Accounts Receivable (Web, 10.01.021, UQ21642272) |
| 320 | Accounts Receivable | Customer Statements | Added | The Email Report button is added to the form, using the email details located in the Customer form, Reports sub-tab (Web, 10.03.002, UQ50773569) |
| 321 | Accounts Receivable | Finance Charges | Added | The Finance Charges form is added to the web client (Web, 10.01.098, UQ21642279) |
| 322 | Accounts Receivable | Invoice | Added | A Process button is added next to the Begin Date field in the web client. This updates line items with dates. (Web, 10.01.147, UQ48261508) |
| 323 | Accounts Receivable | Invoice | Added | The VOIDINV permission is added for granting users the ability to void invoices. Ensure all users requiring this access are assigned the permission. (Web, Windows, 10.01.084, UQ39663430) |
| 324 | Accounts Receivable | Invoice | Fixed | Creating credits no longer displays the "Error in API" message (Windows, 10.01.104, UQ43153530) |
| 325 | Accounts Receivable | Invoice | Fixed | Line items flagged to print now display on printed invoices as expected (Web, 10.01.082, UQ38718580) |
| 326 | Accounts Receivable | Invoice | Fixed | Posting no longer occurs when using a third party service fails (Web, Windows, 10.01.099, UQ42539226) |
| 327 | Accounts Receivable | Invoice | Fixed | Sales Reps fields display as expected when generated from a service contract (Web, Windows, 10.01.100, UQ42711786) |
| 328 | Accounts Receivable | Invoice | Fixed | Tax API codes carry throughout the sales process (Web, Windows, 10.01.084, UQ39335119) |
| 329 | Accounts Receivable | Invoice | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 330 | Accounts Receivable | Invoice | Fixed | The Alt Sales Rep details from orders are now carried over and appear as expected (Web, Windows, 10.01.086, UQ39899980) |
| 331 | Accounts Receivable | Invoice | Fixed | The AR Journal tab extended menu option 'Relcass this entry' now works as expected (Web, 10.01.070, UQ35763288) |
| 332 | Accounts Receivable | Invoice | Fixed | The extended menu option Merge Other Invoices into This Invoice works as expected (Web, 10.03.002, UQ50910519) |
| 333 | Accounts Receivable | Invoice | Fixed | The Price field in the Line Items tab is editable as expected (Web, 10.01.043, UQ31363140) |
| 334 | Accounts Receivable | Invoice | Fixed | Un-posting an already voided invoices produces the expected error and behavior (Web, 10.01.153, UQ49228124) |
| 335 | Accounts Receivable | Invoice | Fixed | Use tax journal entries are created at appropriate time when used with a third party tax service such as CCH SureTax or AvaTax (Windows, 10.01.046, UQ31860783) |
| 336 | Accounts Receivable | Invoice | Fixed | WBS details copy as expected when items are split in the Line Items tab (Web, 10.01.060, UQ33826707) |
| 337 | Accounts Receivable | Invoice | Fixed | When the UseTax flag box is checked for line items, the system no longer calculates sales tax on non Q or A items for a third party (Web, Windows, 10.01.134, UQ46874531) |
| 338 | Accounts Receivable | Invoice | Improved | The Tax Appl. field now displays the tax district followed by the description (Web, 10.01.050, UQ32570238) |
| 339 | Accounts Receivable | Invoices To Print | Added | The red dialogue button is added in the Inv No. column (Web, 10.01.037, UQ30902655) |
| 340 | Accounts Receivable | Invoices To Print | Fixed | Master invoices print as expected when using the extended menu option Email Selected Invoices (Windows, 10.01.093, UQ41519591) |
| 341 | Accounts Receivable | Invoices To Print | Fixed | Printing now works as expected (Windows, 10.01.077, UQ37853794) |
| 342 | Accounts Receivable | Invoices To Print | Fixed | When a customer has predefined default reports for single and master it will only show for one set vs the other set. Therefore, if those defaulted to single invoice and master invoice when printing a master invoice it will only pick up master default not single default and vise versa. (Web, Windows, 10.01.120, UQ44847387) |
| 343 | Accounts Receivable | Invoices To Print | Improved | The option 'Email selected Invoices using customer default reporting' is added to the Print button (Web, 10.01.097, UQ24631239) |
| 344 | Accounts Receivable | Master Invoice | Added | The Un-Link Master Invoice extended menu option is added to the form (Web, 10.01.071, UQ24631283) |
| 345 | Accounts Receivable | Master Invoice | Added | The View Linked Invoices extended menu option is added to the form (Web, 10.01.071, UQ24631287) |
| 346 | Accounts Receivable | UnInvoiced Orders | Fixed | The report no longer excludes project orders that have project invoice started (Web, Windows, 10.01.113, UQ44098122) |
| 347 | Accounts Receivable | View AR Journal | Fixed | The right-click Export To Excel option now names the file Journal.xls (Web, 10.01.067, UQ34912380) |
| 348 | Accounts Payable | Aged AP | Fixed | The entries in the grid display as expected (Windows, 10.01.021, UQ28554272) |
| 349 | Accounts Payable | Aged AP | Fixed | The form now include payments with comment NULL (Web, Windows, 10.01.125, UQ45698521) |
| 350 | Accounts Payable | Check Register | Added | The extended menu options Email Vendor Remittance Advice and Print Vendor Remittance Advice are added to the form. Also note the following:
|
| 351 | Accounts Payable | Checks To Print | Fixed | An unnecessary error no longer displays when changing Company field before selecting an option in the Bank Account field (Web, 10.01.078, UQ38119372) |
| 352 | Accounts Payable | Checks To Print | Fixed | Checks are now printed in the correct order by ascending reference number (Web, 10.01.031, UQ30221017) |
| 353 | Accounts Payable | Direct Payments Queue | Added | The ACH option is added (Web, 10.01.056, UQ32997321) |
| 354 | Accounts Payable | Direct Payments Queue | Fixed | A single reference number is now assigned for multiple payments to a single vendor when using the extended menu option Pay Selected (Web, Windows, 10.01.064, UQ32997321) |
| 355 | Accounts Payable | Direct Payments Queue | Fixed | Multiple ACH formats are now supported (Web, Windows, 10.01.064, UQ31530761) |
| 356 | Accounts Payable | PO Receive | Fixed | Labels print as expected (Web, 10.01.090, UQ39455800) |
| 357 | Accounts Payable | PO Receive Q | Fixed | A type line items are now received as expected (Web, Windows, 10.01.070, UQ35811103) |
| 358 | Accounts Payable | Print Checks | Fixed | Back dating checks now correctly calculates discount dates (Web, Windows, 10.01.077, UQ37563420) |
| 359 | Accounts Payable | Print Checks | Fixed | Only numerical characters are now accepted in the Next Check No field (Web, 10.01.082, UQ38980925) |
| 360 | Accounts Payable | Un-Released Voucher Q | Fixed | The Approve/Rescind Approval extended menu option is added. Note the following:
|
| 361 | Accounts Payable | View AP Journal | Fixed | The right-click Export To Excel option now names the file Journal.xls (Web, 10.01.067, UQ34912380) |
| 362 | Accounts Payable | Voucher | Added | The Find Product tab is added to the Voucher form (Windows, 10.01.029, UQ23889888) |
| 363 | Accounts Payable | Voucher | Added | The Import Line Item(s) extended menu option is added (Web, 10.01.062, UQ24631519) |
| 364 | Accounts Payable | Voucher | Fixed | Account details update as expected when a voucher has lines both with and without links to an order (Web, Windows, 10.01.113, UQ44097137) |
| 365 | Accounts Payable | Voucher | Fixed | An error no longer displays when attempting to copy a voucher (Windows, 10.01.104, UQ43152087) |
| 366 | Accounts Payable | Voucher | Fixed | AP Journal entries load faster when there are a large number of entries (Web, Windows, 10.01.089, UQ40604711) |
| 367 | Accounts Payable | Voucher | Fixed | Foreign exchange for non PO vouchers go to expense account as expected (Web, Windows, 10.01.053, UQ32947592) |
| 368 | Accounts Payable | Voucher | Fixed | Importing line items now works as expected (Windows, 10.01.078, UQ38171386) |
| 369 | Accounts Payable | Voucher | Fixed | Posted vouchers now display correct debit amount for the foreign exchange entries as expected (Web, 10.01.028, UQ25696279) |
| 370 | Accounts Payable | Voucher | Fixed | Pre Paid Expense in the Line Items tab are verified for currency of the voucher and compare against default company currency (Web, Windows, 10.01.116, UQ43638327) |
| 371 | Accounts Payable | Voucher | Fixed | Quantity is correctly reflected when PO is linked to an inactive vendor (Web, 10.01.079, UQ38462305) |
| 372 | Accounts Payable | Voucher | Fixed | Searching by VOUCHERNO works as expected (Web, 10.01.069, UQ35458143) |
| 373 | Accounts Payable | Voucher | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 374 | Accounts Payable | Voucher | Fixed | The Approve/Rescind Approval extended menu option is added to the form (Web, 10.01.101, UQ42661555) |
| 375 | Accounts Payable | Voucher | Fixed | The company number on the PO is reflected in the voucher as expected (Web, 10.01.095, UQ41941887) |
| 376 | Accounts Payable | Voucher | Fixed | The correct due date displays based on the PO (Web, 10.01.029, UQ29948972) |
| 377 | Accounts Payable | Voucher | Fixed | The Post Direct payment works as expected for partial balances (Web, 10.01.152, UQ49115175) |
| 378 | Accounts Payable | Voucher | Fixed | The pre-paid expense FX calculation works as expected in the Line Items tab Pre-Paid Exp FX field (Web, Windows, 10.01.118, UQ43638327) |
| 379 | Accounts Payable | Voucher | Fixed | The Voucher Approver 1 and Voucher Approver 2 fields are added. Note the following:
|
| 380 | Accounts Payable | Voucher | Fixed | When the Post Date field is blank and a user attempt to post a voucher, a more accurate an informative error message displays (Web, 10.01.147, UQ48260763) |
| 381 | Accounts Payable | Voucher | Improved | The Tax Appl. field now displays the tax district followed by the description (Web, 10.01.050, UQ32570238) |
| 382 | Accounts Payable | Voucher | Improved | The Voucher Search modal, Type field can now be used to search for the following voucher types:
|
| 383 | HR | Admin Projects | Added | The Admin Projects form is added and is located in the HR menu and used for centrally managing Admin type internal projects. Also note the following:
|
| 384 | HR | Employee | Fixed | The Training tab Training Course grid now displays customer name instead of customer number (Web, 10.01.120, UQ45248044) |
| 385 | HR | Employee | Fixed | The Wage Type field Account fields can now be blanked out as expected (Web, 10.01.146, UQ48203636) |
| 386 | HR | Employee Events | Added | Attendees can now be added from the Attendees grid (Web, 10.01.027, UQ24802831) |
| 387 | HR | HR Time Request | Improved | The Calendar tab is added for viewing employee time off requests in a calendar format (Web, 10.01.098, UQ42358300) |
| 388 | HR | Import Time Sheet (HR) | Added | The Import Time Sheet option is added to the HR menu in the web client. Also note that the option is removed from the windows client. (Web, Windows, 10.01.141, UQ47053279) |
| 389 | HR | Vacation / Leave Schedule | Added | The Vacation / Leave Schedule form is added to the HR main menu. By default, the following colors indicate leave types:
|
| 390 | General | Activity | Fixed | New record now display in edit mode instead of read-only mode (Web, 10.01.115, UQ44455038) |
| 391 | General | Activity | Fixed | The Send Text As Email extended menu option followed by the "No" option still opens Outlook (Web, 10.01.064, UQ34208857) |
| 392 | General | All forms | Added | A colourized border (or focus) is added for highlighting the curent focus on a form. The colour that displays can be modified in theme settings. (Web, 10.01.100, UQ41463400) |
| 393 | General | All forms | Added | An option is added for adding the focused form to the Quick Launch form (Web, 10.01.044, UQ21643251) |
| 394 | General | All forms | Added | The Country column in the STATE general code can be used to auto update country when a state is entered in a form (Web, 10.01.108, UQ42729028) |
| 395 | General | All forms | Added | Various new keyboard shortcuts (hotkeys) are added for working within the web client (Web, 10.01.082, UQ28099367) |
| 396 | General | All forms | Changed | The Active Only box is now unchecked by default (Web, 10.01.067, UQ34859579) |
| 397 | General | All forms | Fixed | Email addresses in the Notes and Comments fields now save as expected (Web, 10.01.074, UQ36736489) |
| 398 | General | All forms | Fixed | The @ character is supported in Comment textboxes (Web, 10.01.102, UQ42728215) |
| 399 | General | All Forms | Improved | A warning message displays when reverting changes (Web, 10.01.044, UQ31480010) |
| 400 | General | All forms | Improved | A warning message now displays when Revert button is clicked on any form (Web, 10.01.123, UQ45318178) |
| 401 | General | All forms | Improved | An unlink button is added to the Invoice Site field in various forms (Web, 10.01.108, UQ43658495) |
| 402 | General | All forms | Improved | The Add To Quick Launch option is added to all form and record windows. This allows users to include things in Quick Launch menu from their focused location. (Web, 10.01.053, UQ28538821) |
| 403 | General | Apple iOS | Fixed | Form details display as expected (Web, 10.01.044, UQ31464665) |
| 404 | General | Check List | Added | The ALL, PROJECT, and SERVICE drop-down options are added to the Definition Type field (Web, 10.01.047, UQ27399334) |
| 405 | General | Check List Item | Added | The Category and Sub Category drop-downs are added with the general codes CHKLSTCATG and CHKLSTSUBC (Web, Windows, 10.01.047, UQ27399334) |
| 406 | General | Checklist Definition | Added | The Copy Checklist Definition extended menu option is added to the form (Web, 10.01.084, UQ38882215) |
| 407 | General | Checklist Definition | Added | The Status Code drop-down box is added to the form (Web, 10.01.084, UQ38882215) |
| 408 | General | Checklist Definition | Changed | The general codes for PROJECT is now used for displaying the options in the Category and Sub Category drop-down boxes for project check lists. Also Note the following:
|
| 409 | General | Checklist Definition | Changed | The general codes for SERVICE is now used for displaying the options in the Category and Sub Category drop-down boxes for service check lists. Also Note the following:
|
| 410 | General | Company | Improved | The Sales Opps tab Value column now displays the currency symbol as expected (Web, 10.03.002, UQ50497513) |
| 411 | General | Contact | Added | The Contact Type field is added to the form (Web, 10.01.052, UQ32883876) |
| 412 | General | Contact | Added | The Phone field is now hyperlinked (Web, 10.01.069, UQ35084651) |
| 413 | General | Contact | Fixed | A company can now be linked when adding a new contact record (Web, 10.01.127, UQ45982768) |
| 414 | General | Contact | Fixed | The Mail List tab only displays web client created mailing lists (Web, 10.01.055, UQ33114646) |
| 415 | General | Contact | Improved | A magnifying glass (zoom) button and quote number display as expected (Web, 10.01.108, UQ43821479) |
| 416 | General | Customer | Added | The Print Vendor Statement extended menu option is added (Web, 10.01.063, UQ24631015) |
| 417 | General | Customer | Added | The Proj Type and Call Type columns are added to the Time Bills tab (Web, 10.01.070, UQ35941691) |
| 418 | General | Customer | Added | The Reports sub-tab now includes the CUSTSTATE for the Report Type field. This is used in conjunction with the Customer Statement form option Email Report. (Web, 10.03.002, UQ50773569) |
| 419 | General | Customer | Added | The Show All check box is added to the Time Bills tab (Web, 10.01.071, UQ21642713) |
| 420 | General | Customer | Added | The Title field is added to the Srv Cont tab, Service Contracts grid (Web, Windows, 10.01.059, UQ24232678) |
| 421 | General | Customer | Fixed | Adding a new contact from the Contact tab automatically links it to the main site, unless specified otherwise (Web, Windows, 10.01.082, UQ36004327) |
| 422 | General | Customer | Fixed | Converting leads to prospects carries over the site information as expected (Web, Windows, 10.01.021, UQ28554927) |
| 423 | General | Customer | Fixed | Emailing a printed statement works as expected (Web, 10.01.050, UQ32615652) |
| 424 | General | Customer | Fixed | Merging customers works as expected (Web, 10.01.037, UQ30903109) |
| 425 | General | Customer | Fixed | The Contact links in the various tabs and grids open the desired contact form as expected (Web, 10.01.150, UQ48510231) |
| 426 | General | Customer | Fixed | The CUSTQLIST edit permission is correctly enforced when users attempt to edit quotes that are type QUICKLIST (Web, 10.01.151, UQ48992203) |
| 427 | General | Customer | Fixed | The Expense Account field populates as expected in the Vendor sub-tab (Web, 10.01.053, UQ32947123) |
| 428 | General | Customer | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 429 | General | Customer | Fixed | The PROSPECT delete permissions now allows you to delete a customer without the CUSTOMER delete permission (Web, Windows, 10.01.043, UQ31412827) |
| 430 | General | Customer | Fixed | The Vendor sub-tab, 1099 box can now be checked as expected (Web, 10.01.048, UQ32355988) |
| 431 | General | Customer | Fixed | The Voucher Approver 1 and Voucher Approver 2 fields are added. Note the following:
|
| 432 | General | Customer | Improved | Add and delete options for auto-delivery are added to the Cust/Vend tab, Company sub-tab (Web, 10.01.095, UQ30902728) |
| 433 | General | Customer | Improved | Do Not Mail entries are now highlighted in yellow (Windows, 10.01.029, UQ23890267) |
| 434 | General | Customer | Improved | Options to add and delete reports in added to the Cust/Vend tab Reports sub-tab (Web, 10.01.095, UQ30902728) |
| 435 | General | Customer | Improved | Various organizational changes are made to the form and are as follows:
|
| 436 | General | Customer | The Standard Customer Mailing Statement print option now displays the details in the Address 2 field as expected (Web, 10.01.151, UQ48958457) | |
| 437 | General | Define Check Lists | Added | The Define Check Lists form is added and is available in the Service menu (Web, Windows, 10.01.038, UQ30964976) |
| 438 | General | Documents | Added | The Selected Emails extended menu option is added to the form (Web, 10.01.056, UQ24631151) |
| 439 | General | Documents | Improved | Document file names can now contain up to 245 characters (Web, 10.01.074, UQ36840480) |
| 440 | General | Documents | Improved | The general code DOCLINKTYP is added for defining document Link Type values. Upon upgrading, the system automatically populates this code with the current values in various document grids containing the Link Type filter. (Web, Windows, 10.01.046, UQ31075368) |
| 441 | General | Expense | Added | The Import Pcard Expense Items extended menu option is added to the Review Q tab (Web, 10.01.096, UQ21642310) |
| 442 | General | Expense | Fixed | Non DATAENTRY POs can be linked as expected (Web, 10.01.052, UQ32742171) |
| 443 | General | Expense | Fixed | Posted expenses display the correct specified date as expected (Web, 10.01.053, UQ32948614) |
| 444 | General | Expense | Fixed | Users without the EXPENSE delete permission can now delete expense claim items (Web, 10.01.146, UQ47326901) |
| 445 | General | External User | Fixed | External users see a more generic message pertaining to credit hold when creating a new call (Web, 10.01.043, UQ30902750) |
| 446 | General | Find Product | Added | The FINDPRODUCTFORM view permission is added for accessing Inventory > Find Product. If users have existing access to forms with the Find Product tab, they will still have access without the permission. (Web, Windows, 10.01.120, UQ44690550) |
| 447 | General | Find Product | Fixed | The company's primary currency symbol displays in all forms (Web, 10.01.130, UQ46173131) |
| 448 | General | Grids | Added | An refresh button and drop-down options are added to the Resource Console, Workflows, and Live Data forms (Web, 10.01.069, UQ24854822) |
| 449 | General | Grids | Added | Most grids now contain the Graph Grid right-click option. This displays grid content in graphing format. (Web, 10.01.060, UQ32355145) |
| 450 | General | Grids | Added | The configuration setting WEBGRIDZOOMCHANGESSELECTION is added for controlling behavior of highlighted rows when a single record is opened. Note the following:
|
| 451 | General | Grids | Fixed | Changes to forms will no longer cause related grids to refresh and lose recent changes (Web, 10.01.043, UQ30901960) |
| 452 | General | Grids | Fixed | Entries in a frozen columns can be opened as expected (Web, 10.01.037, UQ30902540) |
| 453 | General | Grids | Fixed | Frozen and moved column changes save as expected (Web, 10.01.046, UQ31861798) |
| 454 | General | Grids | Fixed | Grouped rows now displays colored rows as expected (Web, 10.01.035, UQ30649507) |
| 455 | General | Grids | Fixed | Multi-select functionality is improved (Web, 10.01.046, UQ31861342) |
| 456 | General | Grids | Fixed | Various usability issues pertaining to frozen columns are resolved (Web, 10.03.002, UQ50829273) |
| 457 | General | Grids | Improved | Grids display the filter state as opened or closed when a grid is saved (Web, 10.01.044, UQ21642733) |
| 458 | General | Grids | Improved | Improvements are made to grid copying, including the following:
|
| 459 | General | Grids | Improved | The "Loading Grid Definition" message is added to indicate that a grid is loading. This assures users that the grid load is not hanging, halted, or frozen. (Web, 10.01.040, UQ31091048) |
| 460 | General | History | Added | Print logs are added to History tabs (Web, 10.01.037, UQ30901261) |
| 461 | General | History | Added | The following changes apply to History grids:
|
| 462 | General | History | Fixed | Users can edit comments when entry type is MANUAL (Web, 10.01.101, UQ42727882) |
| 463 | General | Order | Added | The general code option COREASON is added for specifying Change Order Reason options in the Header tab (Web, Windows, 10.01.030, UQ23890666) |
| 464 | General | Order | Added | The Import Line Items extended menu option is added to the line Items tab (Web, 10.01.065, UQ24631305) |
| 465 | General | Order | Added | The Letter tab is added and functions similarly to the SOW tab, providing an additional HTML formatted field that may be used for SSRS reporting (Web, 10.01.116, UQ43207941) |
| 466 | General | Order | Added | The Release To Customer option is added to the Line Items tab extended menu (Web, 10.01.096, UQ21642622) |
| 467 | General | Order | Added | Various options are added in the Details tab for tracking order details and assigning labor type masters. Note the following:
|
| 468 | General | Order | Changed | The following sub-tabs in the Line Items tab are removed:
|
| 469 | General | Order | Fixed | A PO name is no longer required when a PO number is entered in the form (Web, Windows, 10.01.066, UQ34648555) |
| 470 | General | Order | Fixed | Un-shipping and deleting a product works as expected (Web, Windows, 10.01.142, UQ47389947) |
| 471 | General | Order | Fixed | A type line items can now be picked as expected from the Line Items tab (Windows, 10.01.026, UQ29438214) |
| 472 | General | Order | Fixed | An error displays as expected when splitting an A type item using decimals (Web, 10.01.023, UQ28051653) |
| 473 | General | Order | Fixed | AUTOSHIP types now waits for order to be approved before shipping (Web, Windows, 10.01.101, UQ42780548) |
| 474 | General | Order | Fixed | Contact detail changes from calls and quotes automatically updates the details in a call as expected (Web, 10.01.146, UQ48202145) |
| 475 | General | Order | Fixed | Inactive line items display in red as expected (Web, Windows, 10.01.023, UQ28429246) |
| 476 | General | Order | Fixed | Labor items can only be updated when the order is in the REJECTED, DATAENTRY, or CONFIRMED statuses (Web, Windows, 10.01.024, UQ29196896) |
| 477 | General | Order | Fixed | Only active project templates display when creating a project from an approved order (Web, Windows, 10.01.051, UQ32506920) |
| 478 | General | Order | Fixed | Order approval now auto-shipps configured item types as expected (Web, 10.01.137, UQ46941985) |
| 479 | General | Order | Fixed | Orders can no longer be approved if there are line items with missing revenue account details (Web, Windows, 10.01.137, UQ47051883) |
| 480 | General | Order | Fixed | Searching is improved for ACTIVE status type records (Web, 10.01.026, UQ29482122) |
| 481 | General | Order | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 482 | General | Order | Fixed | The error '@ls_procid is not a parameter for procedure Error_Add' no longer displays when saving the form (Web, Windows, 10.03.002, UQ50345753) |
| 483 | General | Order | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 484 | General | Order | Fixed | The opportunity link now carries over as expected to processed orders (Web, Windows, 10.01.150, UQ21642696) |
| 485 | General | Order | Fixed | The Re-print Packing Slip option displays the expected options (Windows, 10.01.067, UQ34965786) |
| 486 | General | Order | Fixed | Un-shipping line items properly re-allocates after the item is changed from SHIPPED to DATAENTRY (Web, Windows, 10.01.094, UQ41695926) |
| 487 | General | Order | Fixed | WBS details copy as expected when items are split in the Line Items tab (Web, 10.01.060, UQ33826707) |
| 488 | General | Order | Fixed | Web templates now load as expected for printing (Windows, 10.01.092, UQ41287247) |
| 489 | General | Order | Fixed | When the UseTax flag box is checked for line items, the system no longer calculates sales tax on non Q or A items for a third party (Web, Windows, 10.01.134, UQ46874531) |
| 490 | General | Order | Improved | Reorganized fields for improved usability (Web, 10.01.104, UQ42216453) |
| 491 | General | Order | Improved | The Comments and Notes boxes are renamed External Comments and Internal Notes (Web, 10.01.060, UQ33880957) |
| 492 | General | Order | Improved | The Comments and Notes boxes are renamed External Comments and Internal Notes (Web, Windows, 10.01.077, UQ33880957) |
| 493 | General | Order | Improved | The Tax Appl. field now displays tax district followed by the description (Web, 10.01.032, UQ30284987) |
| 494 | General | Program Efficiency | Fixed | A new messaging framework is added for improved error handling and reporting (Web, 10.01.117, UQ38719272) |
| 495 | General | Program Efficiency | Fixed | Cash receipt details in various forms now update as expected (Web, 10.01.132, UQ44687463) |
| 496 | General | Quick Search | Fixed | Different types of records with the same record number are all returned as expected. For example if a quote and an order have the same reference number, both results are returned. (Web, Windows, 10.01.055, UQ33113670) |
| 497 | General | Record Locking | Fixed | Entries older than 60 days old are now automatically removed (Web, Windows, 10.01.022, UQ28826181) |
| 498 | General | Site | Added | The Map button is added to the Site form (Web, 10.01.130, UQ46387004) |
| 499 | General | Site | Fixed | When changing the Type field is mandatory, changes are saved as expected (Web, 10.01.058, UQ33471387) |
| 500 | General | Site | Fixed | Adding a new product record from the Products tab, uses the expected site (Web, 10.01.056, UQ33331206) |
| 501 | General | Site | Fixed | Tax applicable codes that are passed the termination date can no longer be selected in the form (Web, 10.01.133, UQ46669471) |
| 502 | General | Site | Fixed | The Invoice To/Invoice Site magnifying glass button displays only sites belonging to customers of type CUSTOMER or CUSTVEND (Web, 10.01.151, UQ48833007) |
| 503 | General | Site | Fixed | The Products tab grid changes are saved as expected when using the Save My Grid right click option (Web, 10.03.002, UQ51688768) |
| 504 | General | Site | Improved | Do Not Mail entries are now highlighted in yellow (Windows, 10.01.029, UQ23890267) |
| 505 | General | Site | Improved | Geo location is improve for latitude and longitude coordinates retrieval (Web, 10.01.118, UQ44901008) |
| 506 | General | Site | Improved | The Title field is added to the Service Contracts tab, Service Contracts grid (Web, Windows, 10.01.059, UQ24232678) |
| 507 | Work Queues | My Tasks | Added | A refresh button and drop-down is added to specify the grid refresh frequency or no refresh (Web, 10.01.040, UQ31090599) |
| 508 | Work Queues | My Tasks | Fixed | The correct title for opportunity tasks display as expected (Web, 10.01.043, UQ31364669) |
| 509 | Work Queues | My Tasks | Fixed | The zoom button for expenses no longer displays if user does not have EXPENAPPRV view permission (Web, 10.01.049, UQ21642687) |
| 510 | Work Queues | My Tasks | Improved | Various organizational changes are made to the form and are as follows:
|
| 511 | Work Queues | Workflow | Added | The HR Workflow is added to the web client (Web, 10.01.101, UQ40891997) |
| 512 | Work Queues | Workflow | Added | The Import Workflow extended menu option is added (Web, 10.01.077, UQ24631545) |
| 513 | Work Queues | Workflow | Added | The Permissions tab now contains the Permissions grid. This allows you to automatically grant access specified user permission and access type, such as view, creat, edit, and delete. (Web, 10.01.138, UQ47053641) |
| 514 | Work Queues | Workflow | Fixed | A workflow with the same name and category no longer results in an error (Web, 10.01.152, UQ49117166) |
| 515 | Work Queues | Workflow | Fixed | The Call Orders To Pick displays correct bucket count (Web, 10.01.043, UQ31464858) |
| 516 | Work Queues | Workflow | Fixed | The Copy Bucket option now works as expected (Web, 10.01.039, UQ31025637) |
| 517 | Work Queues | Workflow | Fixed | The My Sales and Sales Overview display the correct information based on selected Customer filter option (Web, 10.01.054, UQ33063673) |
| 518 | Work Queues | Workflow | Fixed | The My Sales and Sales Overview workflows display expected details for My Prospects and My Customers buckets (Web, 10.01.054, UQ33063673) |
| 519 | Work Queues | Workflow - My Sales | Fixed | The grid is now correctly sorted by date (Web, 10.01.088, UQ40658510) |
| 520 | Work Queues | Workflow - Warehouse | Fixed | When filters are set, the Orders To Pick and Parts To Pick buckets open with the same specified filters (Web, 10.03.002, UQ51074059) |
| 521 | Reports | Dashboards | Added | Dashboards are now optimized for the web client and live data. Note the following:
|
| 522 | Reports | Dashboards | Improved | Dashboards organized by categories and sub-categories will display in with fly out menu options, similarly to the Workflow and Live Data menus. (Web, 10.03.002, UQ50497428) |
| 523 | Reports | Dashboards | Improved | Legacy dashboards that display in the Dashboard menu are contained below newer dashboards and are separated by a line. (Web, 10.03.002, UQ50497428) |
| 524 | Reports | Live Data | Added | The User List report is added and display in Maintenance > Admin Reports (Web, 10.01.020, UQ21642538) |
| 525 | Reports | Live Data | Fixed | A typo is fixed in the Technician Performance Detail report (Web, Windows, 10.01.050, UQ32615567) |
| 526 | Reports | Live Data | Fixed | ICO and CCO statuses are now excluded from subcontractor lines (Web, Windows, 10.01.107, UQ43583731) |
| 527 | Reports | Live Data | Fixed | Non-admin users can edit reports as expected and where permission is granted (Web, 10.01.020, UQ28241957) |
| 528 | Reports | Live Data | Fixed | Reporting accuracy is improved (Web, 10.01.119, UQ44686449) |
| 529 | Reports | Live Data | Fixed | The Reports To column in the Employee Reports To live data report display the expected details (Web, 10.01.071, UQ36146928) |
| 530 | Reports | Live Data | Fixed | The Sales Lead By Status report now displays correct information based on leads status filtering (Web, 10.01.148, UQ48318976) |
| 531 | Reports | Live Data | Fixed | The Save My Grid right-click option works as expected (Web, 10.01.059, UQ33538459) |
| 532 | Reports | Live Data | Fixed | Various performance improvements are made (Web, 10.01.077, UQ37463692) |
| 533 | Reports | Live Data | Improved | General usability improvements are made for included and excluded fields (Web, 10.01.053, UQ32506647) |
| 534 | Reports | Live Data | Improved | Name filters are added for live data reports for improved usability (Web, 10.01.085, UQ39789802) |
| 535 | Reports | Report Maintenance | Added | The Report Maintenance form is added to the Maintenance menu in the web client. Also note the following permission changes:
|
| 536 | Reports | SSRS | Fixed | All reports in the system now display the correct currency symbol based on the represented items (Web, 10.03.002, UQ50790229) |
| 537 | Time | Quickview Timebilling Summary | Fixed | The Time Period field is more consistent with the Quickview Timebilling Summary selection (Web, 10.01.070, UQ35942769) |
| 538 | Time | Time Bill | Fixed | The Details tab No Bill button is disabled as expected (Web, 10.01.078, UQ38120254) |
| 539 | Time | Time Bill | Fixed | The extended menu options are disabled if a record is not loaded (Web, 10.01.072, UQ36403899) |
| 540 | Time | Time Bill | Fixed | The View GL Entry extended menu option displays all related entries where multi-company time billing applies (Windows, 10.01.153, UQ49275689) |
| 541 | Time | Time Bill | Fixed | Un-posted time bills can be edited as expected (Web, 10.01.033, UQ29593225) |
| 542 | Time | Time Bill | Fixed | Users with the TBINVEDIT permission can edit time bills where the Invoice No. is set to NO_BILL (Web, 10.01.064, UQ34516192) |
| 543 | Time | Time Bill | Improved | The Split Timebill extended menu option is added to the Time Log tab (Web, 10.01.071, UQ36145071) |
| 544 | Time | Time Log | Improved | Opening a time bill record displays the Time Bills tab on mobile device (Web, 10.01.109, UQ43949403) |
| 545 | Time | Timebill Approve Queue | Changed | The TIMEBILLPAYROLLAPPROVE configuration setting nows contains a Config Value 2 column. The options for this column are PRE and POST, and the default setting is POST. Also note the following:
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| 546 | Time | Timebill Detail | Fixed | The correct total displays based on the internal customer number instead of the internal admin project (Web, Windows, 10.01.113, UQ44256630) |
| 547 | Time | Timebill Detail | Fixed | The Total line for ADMIN displays correct value based on the internal customer number instead of internal admin project (Web, Windows, 10.01.120, UQ44256630) |
| 548 | Time | Timebill Post Q | Fixed | The Timebill Post Q form accessed in the HR menu, now displays all un-posted time bill types for the Reports To personnel for the logged in user. Previously, this form only displayed the types specified in the configuration setting DEFAULTTBPOSTTYPE. The Timebill Post Q form accessed in the Project menu continues to display all time bill for the types that are specified in DEFAULTTBPOSTTYPE. (Web, 10.01.137, UQ46943831) |
| 549 | Added | The configuration setting EMAILAUTOREPLYADDRESSFROMQ is added for specifying email queue auto-reply addresses. This allows administrators to change which email auto-reply emails come from on a queue basis. Turn the EMAILAUTOREPLYADDRESSFROMQ configuration setting ON and use the Q360 Email Service to change the "Reply To Address" on each of your email queues. (Web, Windows, 10.01.083, UQ39335679) | ||
| 550 | Fixed | Bare line feeds are replaced with proper carriage returns (Web, Windows, 10.01.029, UQ30093733) | ||
| 551 | Fixed | Non-Breaking spaces display as expected in sent emails (Web, Windows, 10.01.054, UQ33062291) | ||
| 552 | Received Email Q | Added | A the refresh drop-down is added to specify refresh frequency or indicate no refresh (Web, 10.01.050, UQ23890171) | |
| 553 | Personalization | Theme | Added | The new Q360 Eventide, Q360 Jazz, and Q360 Standard Pearl themes are added (Web, 10.01.120, UQ45194576) |
| 554 | Personalization | Theme | Fixed | All settings are copied to a new theme as expected (Web, 10.01.052, UQ32677445) |
| 555 | Personalization | Theme | Fixed | Changes are applied to email modals as expected (Web, 10.01.113, UQ44387881) |
| 556 | Personalization | Theme | Fixed | The Action Bar and Drop Down List changes now update as expected (Web, 10.01.094, UQ41750619) |
| 557 | System Administration | Email Alert Template | Added | The Activity form is added as an option for email alerts (Web, 10.01.100, UQ42538997) |
| 558 | System Administration | General Codes | Fixed | Category and Sub Category changes to DOCCAT and DOCSUBCAT now save as expected (Web, 10.01.082, UQ38930535) |
| 559 | System Administration | General Codes | Fixed | Changes to the general code EMPSCHEDT remain after a Q360 upgrade (Web, Windows, 10.01.113, UQ44337757) |
| 560 | System Administration | Q360 Server (email) | Improved | As a result of Microsoft deprecating basic authentication for Office 365, the ResQServer.ini file now contains various email server options.
Use POPAUTHMETHOD to define the SSL option for POP3 authentication. Enter a numerical value to specify the option.
Use POP3SSLMODE and SMTPSSLMODE to define which protocol to use for the SSL connection. Enter a numerical value to specify the option.
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| 561 | System Administration | ResQDaily | Fixed | The configuration setting AUTOPROJREV now treats the ON option as DAILY (Web, Windows, 10.01.131, UQ46453789) |
| 562 | System Administration | Stored Procedure - General | Changed | The Before_OSISendMail call procedure is modified to ensure recipients and cc are output parameters. This allows a developer to control the recipients and cc email addresses without needing to write a custom on the main procedure. Make sure that all other existing customs to the OSISendMail procedure work as expected. (Web, Windows, 10.01.063, UQ34208955) |
| 563 | System Administration | Stored Procedure - General | Fixed | The procedure Order_Save.sql procedure temp table #QuoteItems is renamed #tmpQuoteItems, and the #MasterLabor temp table is renamed #tmpMasterLabor. Test all related custom stored procedures. (Web, Windows, 10.01.077, UQ37610100) |
| 564 | System Administration | Stored Procedure - General | Fixed | The procedure OrderItem_Import.sql procedure temp table #QuoteItems is renamed #tmpQuoteItems, and the temp table #MasterLabor is renamed #tmpMasterLabor. Test all related custom stored procedures. (Web, Windows, 10.01.077, UQ37610100) |
| 565 | System Administration | Stored Procedure - General | Improved | Performance improvements are added to the Get_OrderItem.sql procedure. Test all related custom stored procedures. (Web, 10.01.072, UQ36349801) |
| 566 | System Administration | Stored Procedure - Inventory | Fixed | ErroneousABC procedure calls are removed (Web, Windows, 10.01.034, UQ30589554) |
| 567 | System Administration | Stored Procedure - Inventory | Improved | ABC support is added for the Asset_get.sql procedure. Test all related custom stored procedures. (Web, Windows, 10.01.093, UQ41408577) |
| 568 | System Administration | Stored Procedure - Project | Fixed | The procedure Create_COQuoteItem.sql procedure temp table #QuoteItems is renamed #tmpQuoteItems, and the #MasterLabor temp table is renamed #tmpMasterLabor. Test all related custom stored procedures. (Web, Windows, 10.01.077, UQ37610100) |
| 569 | System Administration | Stored Procedure - Sales | Fixed | The procedure Quote_Save.sql procedure temp table #QuoteItems is renamed #tmpQuoteItems, and the temp table #MasterLabor is renamed #tmpMasterLabor. Test all related custom stored procedures. (Web, Windows, 10.01.077, UQ37610100) |
| 570 | System Administration | Stored Procedure - Sales | Fixed | The procedure QuoteItem_Import.sql procedure temp table #QuoteItems is renamed #tmpQuoteItems, and the #MasterLabor temp table is renamed #tmpMasterLabor. Test all related custom stored procedures. (Web, Windows, 10.01.077, UQ37610100) |
| 571 | System Administration | Stored Procedure - Sales | Improved | Performance improvements are added to the get_orderitem.sql procedure. Test all related custom stored procedures. (Web, 10.01.072, UQ36349801) |
| 572 | System Administration | Stored Procedure - Service | Improved | ABC support is added for the Create_DispatchSchedule.sql procedure. Test all related custom stored procedures. (Web, Windows, 10.01.093, UQ41408577) |
| 573 | System Administration | User ID | Added | New permissions are added for controlling visibility of Maintenance menu options. Note the following:
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| 574 | System Administration | User ID | Added | The configuration setting INCLUDEMTTYPE is added for controlling visibility of the MOBILETECH user type option (Web, 10.01.121, UQ43151893) |
| 575 | System Administration | User ID | Fixed | The Permissions/Groups tab no longer displays blue highlighting for the for ADMIN users when a permission is not automatically assigned (Web, Windows, 10.01.050, UQ32570028) |
| 576 | System Administration | User ID | Fixed | Newly created users or groups contain expected user ID with configuration setting WEBLDAPSIGNON set to ON (Web, 10.01.036, UQ30708862) |
| 577 | System Administration | User ID | Fixed | Permissions for the user Q360API are no longer removed when changes are made to user (Web, 10.01.067, UQ34965449) |
| 578 | System Administration | User ID | Fixed | The User ID field can no longer be edited for existing records (Web, 10.01.151, UQ48992847) |
| 579 | System Administration | User ID | Improved | The user permission ACCESSINFO is added to the TECH user type users for working with the Site form Access Info tab. (Web, 10.01.062, UQ34192310) |
| 580 | System Administration | Web Client | Added | LDAP is now supported for network login. Note the following:
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| 581 | System Administration | Web Client | Added | The Rebuild Procedure DataDict Entries option is added to the Maintenance menu for generating and refreshing data sources for live data reports. This option is primarily for developers or users who are building data sources. (Web, 10.01.143, UQ47325054) |
| 582 | System Administration | Web Client | Added | The Tech view option is now added to mobile devices for a more minimal display in the web client (Web, 10.01.094, UQ40893110) |
| 583 | Integration | Q360 API Settings | Added | API Library Documentation is added for developer information working with API integrations. The library is located in the web path https://example.com/q360api/documentation (Web, 10.01.034, UQ30589640) |
| 584 | Integration | Q360 API Settings | Added | The configuration setting SHOWBETAAPICONFIG is added to display/hide API integrations that are not yet fully implemented. The default setting is OFF. (Web, 10.01.030, UQ30094164) |
| 585 | Integration | Q360 API Settings | Added | Two factor authentication (2FA) is added (Web, 10.01.103, UQ41941877) |
| 586 | Integration | Q360 API Settings | Fixed | The SureAddress tab is added for address validation for supported API integrations (Web, 10.01.098, UQ40259209) |