Published: April 15, 2021
Updated: June 10, 2021; October 12, 2021
Build range: 21.01 (10.03.020 – 10.03.100); 21.02 (21.01.020 – 21.01.059); 21.03 (21.02.020 – 21.02.063)

Advisories

Version 21.03

• Prevailing wage enhancement: systems with a pre-existing customization for prevailing wage / labor cost may be required to remove the customization as part of the 21.03 upgrade. Functionality should be validated thoroughly (web).
• Substantial complete process and spin off to Service Contract enhancement: systems with a pre-existing customization should compare the core functionality against their customization and potentially revert to the new core functionality (web).
• Block time Service Contract and BLOCKDOLLARTRACKING config: feature has been deprecated and replaced with Block Amount feature; systems using Block Time should validate required functionality and change processes to utilize Block Amount (web).
• On Quote/Order/Quicklist, consolidated 3 extended menu options: a) Deprecated Refresh Line Item Prices and Costs; b) Refresh Line Item Costs Only; c) Refresh Line Item Costs on Q and A Only.
  Added new consolidated “Refresh Line Items” extended menu option (web).
• Grid definitions for the Customer form > Service Contract grid and Help Desk form > Service Contract grid have been separated. If a system has a customization on the Service Contract grid, expect custom columns to no longer show up on the Service Contract grid on the Customer form. Users who have customized the Customer form > Service Contract grid using the “Customize Grid” option may also find their custom columns have been reset after the upgrade (web, windows).
• The interface for External Users has been improved. Functionality for External Users should be validated if it is currently in use in previous versions.

Version 21.02

• The Task Console, Project Console, and Project Gantt chart forms are now deprecated in the windows client and no longer supported

Version 21.01

• HTTP is no longer supported for accessing the web client. HTTPS must be used instead.
• Users with the TBPOST permission can no longer post their own time bill records. They must also now have the new permission TBPOSTOWN.
• The Opportunity, Project, Order, Quote, and Resource Console forms are now deprecated in the windows client and no longer supported
• The To Do List and Expense forms are deprecated in the windows client
• Global comments are now used instead of templates in the HTML editor for SOW tabs and Email forms. Global comments can be added from the HTML editor File menu and administered in View > Global Comments.
• Some grids have been updated and changed. Users with grid customization will need to re-apply their customization.
• The Email Account form is added for 21.02 in support of the new webmail feature, and is located in Maintenance > Email Account Admin. An entry must be configured for each existing email queue, even if you are not using webmail. Otherwise, existing email queues will not work. At a minimum, make sure the following is configured for each queue: Email Address field; Type field = QUEUE;  Active Flag box is checked; Send Flag box is checked; Email Queue tab > Queue; Permissions tab > required users and groups

Other important changes

New permissions

Permission changes

Config data changes

General code changes

Live data source changes

Procedure changes

Notable features

Important changes

New permissions

Version 21.03

• EACCEPTANCE is added. View permission allows users to access to eAcceptance column on document grids, eAcceptance tab on document properties form, and eAcceptance history data in the document properties history grid; create permission grants access to send an eAcceptance request to Q360 contacts, from document grids and print modals; and delete permission grants access to cancel an eAcceptance request. [UQ51855632]
• PROJTEAMTB is added. View permission gives user full access to the Projects > Project Team Time Entry form. [UQ74275103]
• PROJEXP is added.  View permission allows users to see new form “Review Project Expenses”; EXEC grants access to extended menu functions on “Review Project Expenses” form. [UQ74275103]
• Related permissions for prevailing wage enhancements [UQ70977962]:
  • PWSITE is added. Edit permission allows users to edit Site form > Prevailing Rate.
  • PWPROJECT is added. Edit permission allows users to edit Project form > Prevailing Rate.
  • PWRATEADMIN is added.  Create, View, Edit permission allows users to access Prevailing Wage Admin form.
  • TBWAGE is added. View permission allows users to view Timebill form attributes: wage rate, fringe amount, piece count, piece amount, fixed amount.
• IMPORTMAP is added.  View, edit, create, and delete permissions grants access to the form functionality for Maintenance > Import Map Builder and various extended menus (e.g. Quote > Create Import Map). [UQ67224058]

Version 21.01

• DOCOMIT is added. View grants a user permission to the extended menu options Show Omitted Documents and Hide Omitted Documents. Execute grants a user permission to the extended menu option Omit Document and Un-Omit Document on all document grids.
• EMAILTEMPLATE controls access to the Email Template form in Maintenance > Email Template Admin
• HRSCHEDCAL allows users to view the Vacation / Leave Schedule form, providing access to users to the Calendar tab in general.
• IMPORTMAP allows users to use import map builder feature. See Import Map Builder for more information.
• TBPOSTOWN controls the ability for users to post their own time bills. Users must also have the TBPOST permission for posting time bills.

Permission changes

Version 21.03

• EXPENADMIN: View permission allows user to see Project > Expenses details and user def subtabs, along with new Review Project Expenses forms.  Also allows user to see a “Project Manager” filter on the new Review Project Expenses forms – otherwise, user sees only expenses for projects that user manages. [UQ74275103]
• External users visibility to Live Data and Dashboards: External Users can now see the Dashboard main menu and/or Live Data main menu, if they have permission to at least one item. Grant an external user permission through the Dashboard or Live Data permission tab ‘Add User or Group’ dropdown, i.e. individually or through the new pseudo user “EXTERNAL_ALL” which grants permission to ALL external users. Note: “Public” flag is not applicable to external users. [UQ67930139]

Version 21.02

• Transferring an item to another branch now requires the MASTER view or MASTERACC view permissions. Previously, the CHANGEMASTER execute permission was required.
• Users can now revert/undo changes for a new customer record without needing the CUSTOMER delete permission
• The HRTBAPPROV or TBPOST execute permissions now grants access to the new Reject Timebill feature

Version 21.01

• Sales Admins now have visibility of Sales Dashboard by using the Filters tab option User ID. The person viewing the dashboard must be the the Reports To for the selected user and must have the MYTASKALL view permission.
• HREMPLOYEE now only allows users the ability to view and edit Employee records for employees that report to that user. Previously, this permission allowed users to view and edit all Employee records. For the ability to view and edit all Employee records, users must have the HRADMIN permission.
• ACCESSINFO has changed as the feature is improved. See Access Info for storing sensitive customer information for more information.

Config data changes

Version 21.03

• PROJECTBUDGET_ORDERTYPES is added for Project > Profit tab > Budget values
  • Options are blank (default), and any combination of the following Order Types (separated by a comma): CCO,ICO,RECURRING,RMA,SALE,WORKORDER.
  • When an Order of one of these types is APPROVED or returned to DATAENTRY, system recalculates the project budget amount.
  • If this configuration is setup (i.e. not blank), the Project > Profit > Budget values will be READONLY.
• DEFAULTFORMMODIFIEREXTERNAL is added for Form Modifier Configs > External Web Client
  • Options are blank (default), “Basic”.
  • Changes the web client format for external users. Blank = the current format. Basic = a new simplified format with only the necessary fields for external users.
• EACCEPTANCEEXPIREHOURS is added for eAcceptance feature
  • Default: 360; the number of hours from when eAcceptance is accepted before the link will expire and become unusable.
• BLOCKAMOUNTMASTERNO is added for Block Amount Service Contract feature
  • Default is blank.
  • Expected value: a masterno of type B or M.
• PWRATELOOKUP is added for prevailing wage enhancement feature
  • Options: EMPLOYEE (default), LABORRATE
• PWJOBCOST is added for prevailing wage enhancement feature
  • Options: ON (default), OFF
• PRODACTUALTASKEDIT for Project Team Time Entry
  • if ON, “Prod Actual” is editable on parent tasks, otherwise, only sub tasks can have “Prod Actual” edited in this form
• DEFAULTTBPOSTTYPE to display CSR Dropdown in Filter
  • If includes DISPATCH as an option (separated by commas), CSR dropdown appears on filter panel of Projects > Post Timebill Records and HR> Approve Timebill Records.
• Deprecated
  • BLOCKDOLLARTRACKING is deprecated and no longer referenced; use alternate feature Block Amount Service Contract

Version 21.02

• GRIDFILTERDELAY is added for specifying a grid filtering delay. This can be useful for grids that contain a large set of records.
• SHOWSALESREP3 is added for displaying the Sales Rep 3 field in various forms. The default setting is OFF.

Version 21.01

• TWOFACTORAUTHINTERNAL
  • Required for any type of 2FA usage
  • ConfigValue1 = ON enables two-factor authentication for all internal users
  • Default: OFF
• TWOFACTORAUTHEXTERNAL
  • Required for any type of 2FA usage
  • ConfigValue1 = ON enables two-factor authentication for all external users that also have the checkbox set on user maintenance form.
  • Default: OFF
• TWOFACTORAUTHEXPIRY
  • Required for any type of 2FA usage
  • ConfigValue1 determines the number of minutes a two-factor authorization code remains valid for before expiring
  • Default: 5
  • Due to latency in the API sending the SMS this value should not be set below 5 minutes.
• TWOFACTORDEVICETIMEOUT
  • Required for any type of 2FA usage
  • ConfigValue1 determines the number of hours a device will remain ‘trusted’
  • Default: 48
  • Every time a user logs in with the same device it resets the timeout
• FUNNELPHASEPROBABILITY
  • Used with sales funnel positions and probabilities
  • Define behavior to determine when the opportunity probability is updated to the phases probability
  • Options are REACHED (default), INPROGRESS, and COMPLETED.
  • Config value 2 set to EDITABLE will make this field always editable even if the linked funnel has probability defined
• FUNNELPHASEALLOWSKIP
  • Used with sales funnel positions and probabilities
  • Define if funnel phases can be skipped, or if they must be completed sequentially to earn the phase probability. Options are ON (default) and OFF.
• FUNNELPHASESTARTPOINT
  • Used with sales funnel positions and probabilities
  • Defines how the funnel phase works when no steps are completed.
  • This is only applicable when using FUNNELPHASEPROBABILITY set to REACHED.
  • Options are PHASE0 (default) and PHASE1.
• INITPROJWBSFROMORDER
  • When ON, projects created from approving an order will attempt to automatically populate the estimated effort of tasks from total qty of corresponding estimated labor on the order, using exact matching between the order line item WBS and task WBS.
  • The default setting is OFF.
• KEEPSTATUSONPROJFROMORDER controls the status applied to new projects that are generated from a project template. The OFF option (default) matches the previous behavior. The ON option keeps the status of the newly created project the same as the template, instead of DATAENTRY.
• EMAILENGINE is used for designating the new webmail server instead of Q360Server. CONFIGVALUE1 must be set to WEBMAIL and CONFIGVALUE2 must be set to ON.

General code changes

Version 21.03

• PWLBRCLASS is added to define Prevailing Wage Labor Class as part of prevailing wage enhancement feature
• EMPTRAIN is added to define employee training requested for a customer/site, and acquired by an employee to HR employee record

Version 21.01

• ACCINFOCAT is added to define Category options in the Access Info form
• ACCINFOSUB is added to define Subategory options in the Access Info form
• EMLTMPLTYP is added to define email template types in Maintenance > Email Template Admin

Live data source changes

• LD_OrderItem now contains the Ship Date field
• LDView_Bicurrentprojectwip now contains the Entity/Branch field
• LDView_BIProjectWip now have properly named Earned Labor, Cost, and Misc.
• LDView_BudgetToActualHours now contains the Project Leader and Project Status fields
• LDView_BudgetToActualHours contains the following changes:
  • The BUDGETHRS column is renamed PROJECTEDHRS
  • The BUDGETCOST column is renamed PROJECTEDCOST
  • The columns BUDGETHRS and BUDGETCOST are added to pull information for the Budgeted column in the Project form, Profit tab. The Budgeted column is based on a per project basis and this report is pulling in each line item, meaning these columns will have the same value.
• LDView_Contact now contains the CustomerStatus column
• LDView_Contact now contains the LastQuoteDate, LastOrderDate, LastPODate, and LastTranDate columns
• LDView_FunnelOpporItem data source is added
• LDView_Oppor now contains the Entity field
• LDView_Oppor now contains the WonLostDate column
• LDView_Order now contains the Entity field
• LDView_OrderItem now contains the PO # and PO Name fields
• LDView_OrderItem now contains the following columns: Ship Site Name; Project Leader; CSR; TechAssigned; VendorPartNo; AssetNo; SerialNo; PO Recv Date; Requested Date
• LDView_PurchaseItem now contains the Call #, Ship To and Customer Name fields
• LDView_PurchaseItem now contains the PO Date and Order Date fields
• LDVIEW_quoteitem now contains the Manufacturer field
• LDView_Task now contains the Assignee User ID and Responsible User ID columns
• LDView_Task now contains the Wage Type and Rate fields
• LDView_Tillbill now contains the Approval Flag
• LVView_Oppor now contains the RMR field
• Print_MasterValuation now contains the Part No field
• Queue_Order_List data source Amount field now uses two decimal places instead of four
• Queue_Quote_List data source Amount field now uses two decimal places instead of four
• Service_Contract_List_Report now contains the Title column
• WF_Queue_Project_Quote_List now defaults the amount field to the MONEYDECIMAL setting

Procedure changes

The parameters @ps_XML and @ps_OptArg are added. Also note the following:

• @ps_XML can be structured to pass optional on/off and other variables to the RESQDaily process
• Added Update_BIDataDaily to Core RESQDaily routine. The default is on.
• If parameter Recurring_Orders_Day1 = 0, Recurring_Orders is always called
• If parameter Recurring_Service_Contracts_Day1 = 0, Recurring_Service_Contracts is always called
• All Custom, After and Before procedures must be updated

Notable features

Version 21.03 – reference What’s New in v21.03

• eAcceptance feature allows you to request and accept a recipient’s digital signature on a Q360 document.
• eSupport customer portal for external users allows your customers to self-serve, e.g. visibility to their existing service call tickets, create new calls, see their invoices, and more!
• Link an existing document to another document grid is now available on the web client.
• Standard tool bar items by job role allows a user to access pre-defined quick launch tool bar items to commonly used forms for their role. 
• Project Team Time Entry form allows a user to easily add timebill records for crew members who start at the same time on a specific project task and work there all day.
• Project substantial completion process is enhanced, with ability to create/update products from the Project > Material tab, and spin off service contract(s) from the project.
• Block amount on a service contract allows you to pre-bill an amount that can later be applied on a customer’s future service call invoice(s).
• Prevailing wage enhancements include ability to setup of prevailing wage rates and fringe benefits for an employee type of labor class.
• Fixed and enhanced the Ship Order form option to “Add Freight”: you can now select the “F” type masterno to prefill the cost and price. User can over-ride the amount(s) depending on the known values at time of shipping the order.
• Data dictionary is now available on web client to set mandatory fields, create history triggers, and more.
• Live Data Report enhancement: added DB Group By.  You can now define at the database level: group by aggregate for SUM, MIN, MAX, AVG, COUNT, i.e. consolidate many rows into a summary output.

Version 21.02 – reference What’s New in v21.02

• One Dashboard now contains an extended menu with direct access to the supporting live data reports.
• Resource Console is updated for improved design and usability
• Project Gantt charts are updated for improved design and usability
• Project Console is updated for improved design and usability
• Task Console is updated for improved design and usability
• The Reject Timebill option is added to various forms for notifying users by email, the reason for a rejection. Users must have either the HRTBAPPROV or TBPOST execute permission to use the option. In support of this feature, the email template type REJECTTIMEBILL is added.
• The framework for a new context sensitive help is added. In the User Preferences menu option, various help options are available. These options will support functionality coming in a future release of Q360.

Version 21.01 – reference What’s New in v21.01

• One Dashboard for tracking Break Even Analysis and Cash Flow Forecast reports. This is useful for high level accounting analysis.
• A webmail option is added for replacing Q360Server email queue management. The benefits of using this include the following: improved performance for outbound mail; outbound emails can be configured to display in a user’s sent folder in Outlook; and improved functionality for 2FA.
• Email templates can now be created and managed, for emailing customers directly within the web client. For more information see Email templates.
• Users can now create and customize email signatures to display their information when emailing from the various forms in Q360. For more information, see User email signatures.
• Import map builder allows users to customized and manage data importing from spreadsheets. See Import Map Builder for more information.
• 2FA support is added for using third party authenticator apps such as Google Authenticator, Microsoft Authenticator, and Authy. See Two-factor authentication using TOTP for more information.
• Grids can now be customized for adding and removing columns
• Field captions can be renamed by right-clicking on the field name. Users must be ADMIN type to make this change. This also changes the caption for all records of the same type.
• Vendor remittance advice is added to the Check Register form. This allows user to print or email remittance information directly to vendors.
• Forte and Authorize.net API integrations are added for credit card processing. This option is considered in beta but is available to customers upon request and consultation.

Important changes

Version 21.01

• HTTP is no longer supported for accessing the web client
• Access info is significantly improved for controlling access to sensitive customer site information. See Access Info for storing sensitive customer information for more information.
• The report Month End Service Contract Suspense Sub-Ledger is deprecated and is replaced by Service Deferred Revenue. This report is generated from the Serv Cont Deferred Revenue Balance row, SBL Balance column.
• The Add GL Journal, Account column is now a single column instead of being separate columns for Account and Segment. Also, the Account column is no longer a drop-down and . Instead you can free form type in the account number. Note the following:
  •  Type the main account and leave the cell. The validation fills in the default segment and account description.
  • Type the main account and sub account without a dash. The validation fills in the dash and account description.
  • Type the full accountno-segmentno. The validation fills in the account description.
  • All entries are validated. Invalid Account column cells are highlighted in red and change the description to indicate why the number entered is not valid.
  • The Account column cell contains a pencil icon. When in edit mode, this opens an account modal to display a list of accounts and a list of segments. There is a filter for each list that filters on both number and description.

See the full list of release notes.