Release Notes v22.01
Published: April 05, 2022
Updated: August 9, 2022
Build range: 22.01 (21.03.020 – 21.03.084 and 22.01.003)
Release Notes v22.01 Advisories
What’s New v22.01 for feature highlights.
Patch (Hotfix) 22.01.003 (released since v22.01) contains several items that may require attention. To view only these items, please filter the Description field in the table below for “22.01.003.”
For the previous major releases, see What’s New v21.03 What’s New v21.01 and What’s New v21.02.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 4638 | 22.01 | ACCOUNTING | 1099 REPORTS | CHANGED | Modified 20211099 NEC reports. Re-added 2020 reports. [21.03.032, UQ79782657] |
| 4639 | 22.01 | ACCOUNTING | 1099 REPORTS | FIXED | 1099 NEC Form no longer shifts contents based on presence of CompanyAddress2 value. CompanyAddress2 now appearing in the proper location. [21.03.042, UQ83372676] |
| 4640 | 22.01 | ACCOUNTING | 1099 REPORTS | FIXED | 1099 MISC formatting has been adjusted so that "Gross Proceeds" and "Crop Insurance" now correctly report. [21.03.047, UQ85154843] |
| 4641 | 22.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Added trims to all strings including Comments so leading spaces in the RefNo, Type or Comment no longer cause a reversion to Un-Reconciled status upon saving. [21.03.045, UQ82933752] |
| 4642 | 22.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Accounts more than 20 characters now allowed in alignment with GL account allowances. [21.03.049, UQ86093922] |
| 4643 | 22.01 | ACCOUNTING | COMMISSIONS | FEATURE | Added a new dbo.CommissionConfig item, ULORDERCOMMISSION. Defaults to OFF. When ON, unlinked orders will be processed similarly to other commission items. When OFF, unlinked orders will be skipped. [21.03.052, UQ85950049] |
| 4644 | 22.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Export. When CommissionConfig.CCOCOMMISSION = PROJECTRECALC and CommissionConfig.WARRANTYCOMMISSION = OFF, the resulting CCO Commission Export Entry no longer includes Warranty items in the Projected Revenue, GP, GM, and INV/CCO amounts. The Warranty Commission config value will prevent Warranty line from impacting these numbers. [21.03.032, UQ80004565] |
| 4645 | 22.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Rate > Zoom into Commission rate record > Commission Rate form. Zoom function now correctly retrieves Commission Rate form. [21.03.051, UQ86168731] |
| 4646 | 22.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Rate. Moved UserID filter to a floating panel, now appears as intended. [21.03.052, UQ86590223] |
| 4647 | 22.01 | ACCOUNTING | FIXED ASSETS | FIXED | Adjusted the Month End summary and Fixed Asset subledger reporting to report the expected depreciation amounts for fixed assets. Assets are now considered fully depreciated only when the period exceeds the established depreciation schedule. Modified some columns on the subledger report: Merged active date and purchase date columns into a Start Date based on the Details > Fixed Asset Start Date, renamed Disposed to End Date, renamed Book Period to Current Depr. Period, added a column for the calculated depreciation period based on the report's end date filter named Expected Depr. Period. [21.03.021, UQ74350722] |
| 4648 | 22.01 | ACCOUNTING | GENERAL LEDGER | FIXED | There is now an icon in the account cell. When in edit mode, this will open an account modal which displays a list of accounts and a list of segments. There is now a filter for each list that filters on both number and description. On the account cell there is an icon that when clicked, will produce a modal to select an account to debit or credit to. [21.03.038, UQ81510261] |
| 4649 | 22.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Reverse GL Entry > Issue with Mixed LinkNo. When auto reversing a GL Entry, the reversal entry now correctly maintains linkno/linktypes per-line from the original entry. [21.03.038, UQ81336426] |
| 4650 | 22.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > GL > View GL Journal, Accounting > AR > View AR Journal, Accounting > AP > View AP Journal. Grid on the indicated forms is now paginated to support large record sets, such as when using a very wide date range. [21.03.051, UQ86494557] |
| 4651 | 22.01 | ACCOUNTING | GENERAL LEDGER | FIXED | GL Accounts > Next Check No. Field is now present and Bank flag has been added. [21.03.075, UQ91526302] |
| 4652 | 22.01 | ACCOUNTING | GRIDS | FIXED | Accounting > Quick Views > Account Detail. The Account No filter now defaults to "x" (signifying ALL) when loading the form using this path. It is no longer possible to select a blank option into the list. Once any account is selected, the "x" (ALL) selection clears and selecting "x" (ALL) will clear any existing selection. [21.03.033, UQ80458222] |
| 4654 | 22.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Statement Designer > Add Account. When adding an account to an income or balance sheet design, the formula (hidden field) now defaults to blank so SQL accurately displays data. [21.03.031, UQ79781513] |
| 4655 | 22.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Accounting > Quick View > Income Statement, Accounting > Reports > Income Statement 2 Period, Accounting > Reports > Income Statement 2 Period Detail. The fiscal periods will now be respected. [21.03.038, UQ81421254] |
| 4656 | 22.01 | ACCOUNTING | INCOME STATEMENT | IMPROVED | Live Data > Live Data Reports and Accounting > Admin > Sub Account Group Maint. SQLReport_Combined_IncomeStatement now supports up to 100 subaccounts. [21.03.043, UQ84230846] |
| 4657 | 22.01 | ACCOUNTING | REVENUE | IMPROVED | Projects > Projects> Profit Tab >Earned Revenue. Earned Revenue will no longer include dataentry orders or cancelled lines in the calculation of earned revenue when it is with jobcostclass. [21.03.069, UQ88782860] |
| 4658 | 22.01 | ACCOUNTING | TAX | FIXED | Accounting > Tax > UK VAT Report. Amounts across multiple currencies are now adjusted according to their FX rate. [21.03.030, UQ79171338] |
| 4659 | 22.01 | ACCOUNTING | TAX | FIXED | Tax Report columns Taxable Sales, Non Taxable Sales, Gross Sales, Gross Purchases, will no longer display 0 on the gray subtotal lines when the grand total at the bottom of the report is not 0. [21.03.040, UQ82588363] |
| 4660 | 22.01 | ACCOUNTING | ZIP TAX | FEATURE | Accounting > Admin > Ziptax Admin. Grid is now customizable. [21.03.043, UQ83796635] |
| 4661 | 22.01 | ACCOUNTING | ZIP TAX | IMPROVED | Accounting > Admin > Update Ziptax, Accounting > Admin > Ziptax Admin. Added "Use Tax" rate columns to the zip tax admin grid and standard import sheet. These columns behave similarly to the Sales Tax columns. Updated the import/update process to handle updating any of the rates that are editable in the admin form. Previously, only State, City, and County sales tax rates would be updated for existing rows. (Update occurs if user imports a line that has matching zip, city, county, and state). Added a checkbox to the import to allow importing "Sales Tax" rates into the Use Tax Rate columns. Removed "customer no" input from the import pop-up. [21.03.057, UQ88032612] |
| 4662 | 22.01 | ACCOUNTS PAYABLE | CHECKS | CHANGED | Changed the display type of the Date field from Datetime to Date to match the formatting of the stored procedure. [21.03.021, UQ76526035] |
| 4663 | 22.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Elements on Standard Check and Standard Check Middle Detail Templates now have a border to be used as reference points when measuring and calculating the template for print on the user's actual check stock. Bottom stub on Standard Check Template now displays same columns as top stub. [21.03.040, UQ82688900] |
| 4664 | 22.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Check Register. Sign on Amount no longer reversed. Checks now appear as positive numbers. [21.03.044, UQ84341111] |
| 4665 | 22.01 | ACCOUNTS PAYABLE | CHECKS | IMPROVED | Accounting > Accounts Payable > Quick View > Check Register, Accounting > Quick View > Check Register. Check Register and Check Register by Vendor Live Data Reports (Q0003 & Q0017) have been deprecated. Check Register now uses proper form. Check Register form: Company No is now a multi-select, Bank Account is now a multi-select, Check Register form can now be filtered by Vendor, Void Payments can now be toggled to be included or not, Bank Account = blank in LD Report will no longer produce an error. Minor improvements to Printing and Emailing the Vendor Remittance. Vendor Remittance (Check Register > Grid Ext Menu > Print / Email): Now works similar to Invoice Queue. User may multi-select rows from the Check Register grid and clicking Print or Email will open up a preview modal that groups the selected rows by Customer No, Account No, and Company No. A report will be generated per row in the preview modal and will contain a concatenation of checks/direct payments based on the "checks" column in the p [21.03.066, UQ81775478] |
| 4666 | 22.01 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | FIXED | When creating direct payments with reference numbers that include periods ("."), any periods within the check number will be removed to ensure the primary extension is a valid format. [21.03.029, UQ79309689] |
| 4668 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | CHANGED | User will no longer be able to create Purchase Orders and Vouchers against a company to which they have not been granted access i.e. via Company form > PO's/Voucher grids, via Site form > PO's/Voucher grids, via Create PO from orders, queues, etc. [21.03.032, UQ80001590] |
| 4669 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FEATURE | Accounting > Accounts Payable > Voucher. User may now use "find product" to search for master and add to voucher maunually. [21.03.025, UQ78264850] |
| 4670 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FEATURE | Voucher Form. Added Vendor1099Type drop down list as a field option that can be edited after Voucher is posted. [21.03.052, UQ86665030] |
| 4671 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Voucher Form > Ext menu > Create Import map, Maintenance > Import Map builder. Extended menu option now works as expected. Column headers with colons no longer produce an error. [21.03.022, UQ76738536] |
| 4672 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Forex Purchase Tax Account Postings. When posting vouchers with foreign exchange, the tax portion of the FE amount will now properly direct to the default sales tax account from company setup > expense tab instead of to the COGS account. [21.03.036, UQ80827351] |
| 4673 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | System now properly checks for duplicate vouchers, including for vendor invoice numbers greater than 10 characters. [21.03.052, UQ86590213] |
| 4674 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Eliminated need to reload screen when opening documents within Accounting > Accounts payable > Voucher. Documents grid will now load upon clicking on documents tab. [21.03.067, UQ90663905] |
| 4675 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Printing checks now includes credit vouchers when printing directly from the Voucher form. [21.03.073, UQ92300569] |
| 4676 | 22.01 | ACCOUNTS PAYABLE | VOUCHERS | IMPROVED | Accounting > AP > Voucher > Line Items Tab > Details Sub tab. Account editing (on items that allow it) now supports freeform data entry. The freeform value entered will be automatically validated. If it is missing the segment (i.e. user types 1234), system will add the segment (i.e. 1234-0000). The account input also now displays the account description. [21.03.053, UQ87137395] |
| 4677 | 22.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Calculations for paidBalance for Master Invoices now include ALL invoices, not just filtered sub-set. [21.03.025, UQ78264417] |
| 4678 | 22.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > Reports > Aged Receivables Multi Currency. Updated Print_AgedARMultiCurrency to use same sum logic as Print_AgedAR. Paid balance now properly subtracted from balance. [21.03.035, UQ80903628] |
| 4679 | 22.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > Quick Views > Aged AR. The separate links of 30, 60 and 90+ are now filtering the grid properly. [21.03.056, UQ87901874] |
| 4681 | 22.01 | ACCOUNTS RECEIVABLE | AR JOURNAL | FIXED | Accounting > Accounts Receivable > Invoices > Ar Journal >Extended Menu > Undo A Receipt. When a receipt is undone if the invoice is linked to a master invoice the paid balance now shows the undone payment. [21.03.065, UQ90243475] |
| 4682 | 22.01 | ACCOUNTS RECEIVABLE | AR JOURNAL | FIXED | AR Journal. OPENCREDIT will no longer post an error on cash receipt and will no longer change the branch to the user's default branch. [21.03.069, UQ91060527] |
| 4683 | 22.01 | ACCOUNTS RECEIVABLE | AR JOURNAL | FIXED | Invoice > AR Journal Tab > AR Journal Grid > Extended Menu > Undo Receipt. Corrected Error handling. If it is a Credit Memo it must be handled from the Credits/Payments Extended Menu Option Un-apply Credit. For Manual Credits it must be handled from with Reverse This Entry in the AR Journal Tab. [21.03.073, UQ89335751] |
| 4684 | 22.01 | ACCOUNTS RECEIVABLE | COLLECTION QUEUE | IMPROVED | Accounting > Accounts Receivable> Collection Q. "Branch" now has multiselect capability. Added "Department" with multiselect capability. [21.03.075, UQ89547119] |
| 4686 | 22.01 | ACCOUNTS RECEIVABLE | GRIDS | IMPROVED | Accounting > Accounts Receivable > Finance Charges. Grid results max changed from 500 to 5000. [21.03.069, UQ91059915] |
| 4687 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | CHANGED | Posting an invoice now requires a new permission - POST_EXEC. The INVOICE_EDIT permission is no longer required. [21.03.038, UQ81773695] |
| 4688 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | CHANGED | Accounting > Accounts Receiveable > Invoice > Search for an invoice with invoice type = "MASTER" > Print Button > Standard Master Invoice Template. The Master Invoice Detail and Master Invoice Summary templates have been consolidated into a single template and the formats can be selected via a parameter. Master Invoice Summary and Master Invoice Detail have been deprecated. [21.03.053, UQ86094828] |
| 4689 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | CHANGED | Invoice form > Line Items > Def. Revenue subtab, Voucher form > Line Items > Pre-Paid Expense subtab. Changed to support daily vs monthly. ex. a "Period" will be one day, instead of one calendar month. Changed some captions (note, will not affect existing databases, as we read labels from the datadict). Changed "Deferred Revenue Period" caption to "Periods Recognized." Changed "Deferred Revenue Balance" caption to "Revenue Balance." Changed "Deferred Revenue FX Balance" caption to "FX Balance." Remove AssetNo and SerialNo fields (they appear elsewhere already). Added revenue/amount recognized fields. Note: Changing REVENUEDEFERMETHOD on an existing database that has been using another method is not officially supported. It may be necessary for some data to be converted etc. This is more of an issue when changing from DAILY to MONTHLY method. [21.03.066, UQ90128118] |
| 4690 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FEATURE | Added additional columns to make it easier to configure the line item grid on invoice: tax1amount, tax1flag, tax2amount, tax2flag, tax3amount, tax3flag. [21.03.033, UQ80669665] |
| 4691 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FEATURE | Added "Invoiced" and "Unbilled" columns to Orders To Invoice Queue. [21.03.034, UQ80794388] |
| 4692 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FEATURE | Accounting > Accounts Receivable > Quick View > Total Invoicing. Added columns Due Date, Expected Payment Date, Paid Amount, Balance to Total Invoicing Report. [21.03.041, UQ82933183] |
| 4693 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoice >Extended menu > post invoice. Cash Receipt invoices are no longer being sent to third party tax integration if tax applicable is a third party integration. [21.03.028, UQ79230739] |
| 4694 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Project Material grid > Extended Menu > Invoice Selected Items The new invoice created from this option will populate the invoicesiteno based on the project.invoicesiteno [21.03.038, UQ81509383] |
| 4695 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | SalesPerson1,2,3 and CommissionSpit1,2,3 are all carried from the Order to the Invoice. [21.03.041, UQ82931895] |
| 4696 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Rollup grid now inherits currency from the invoice. [21.03.052, UQ86755284] |
| 4697 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Project retention invoices will now pull currency type from oldest 'SALE' type order. [21.03.055, UQ87456759] |
| 4698 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > Post Invoice (When Cogs Invoice). PROJ_COGS invoice types will now post when using ziptax and usetax together. [21.03.070, UQ91392457] |
| 4699 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | When selecting an un-posted Cash Receipt, user will now receive error message "invoice is not posted." [21.03.071, UQ91527143] |
| 4700 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Print Invoices. If Bill Contact is left blank, details will no longer be produced for a duplicate blank contact. [21.03.075, UQ92980249] |
| 4701 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices / Sales > Quotes/ Sales > Orders. Taxes now rounding to four decimal places. [21.03.076, UQ91524834] |
| 4702 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > Print Extended Menu > Print Invoice will now write history record even if ps_invoiceno is not found in XML. [21.03.076, UQ93206585] |
| 4703 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Tracking Number is now added to an invoice upon invoice creation instead of upon invoice save. [21.03.045, UQ83245689] |
| 4704 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Accounting > Accounts Receivable > Print Invoices. Added the ability to not combine invoices when printing from the invoice queue. When showing the previewed invoice data, there is now a checkbox with label "Merge Invoices". If un-checked, an individual file will be generated per invoice no selected instead of merging them into 1 file per row. Added the ability to generate individual emails per line selected. When emailing invoices, there will be a prompt to generate a single invoice per line. [21.03.084, UQ94413226] |
| 4705 | 22.01 | GENERAL | ACTIVITY | IMPROVED | View > Activity > Documents. Web client now displays up to 1000 documents. [21.03.062, UQ89908418] |
| 4706 | 22.01 | GENERAL | API | FIXED | Avalara use tax no longer becomes positive on items with negative qty and cost. [21.03.064, UQ89887322] |
| 4707 | 22.01 | GENERAL | API | IMPROVED | Maintenance > API Configuration > D-Tools. Order > Extended Menu > Export to D-Tools. Enhanced D-Tools. [21.03.048, UQ81416945] |
| 4710 | 22.01 | GENERAL | COMPANY | IMPROVED | File > Companies > Company Sub-Tab > Auto Delivery Button and File > Companies > Reports Sub-Tab. Updated Reports / AutoDelivery grid only present relevant columns. Reports grid is now editable. Autodelivery form layout has been updated. Added search function to Autodelivery form. Note: the auto delivery email subject and body has moved from the auto delivery form itself to an email template (INVOICEQ_CONTACT). [21.03.034, UQ79898597] |
| 4711 | 22.01 | GENERAL | CONFIG DATA | CHANGED | Core reports are now updated to utilize the new RDLHEADERBGCOLORand RDLHEADERTEXTCOLOR config items which allow setting default header colors that will be applied to all reports. The configvalue1 for each option must be set to a has color value. Default values are: RDLHEADERBGCOLOR #000000 (Black) and RDLHEADERTEXTCOLOR #FFFFFF (White) [21.03.049, UQ86167668] |
| 4712 | 22.01 | GENERAL | CONFIG DATA | CHANGED | Create project from an Order. If the Configdata option PROJECTTRANSFERSALESOPPLABOR = ON (default is OFF), when a project is created from an Order that is linked to an Opportunity, the system will look for time bill records linked to the corresponding Opportunity and link them to the newly created Project. If the time bill is posted to the pre-sales cost account (as defined in the company setup), a journal entry is created. It will credit the pre-sales cost and debit the L type labor account as defined in the default extended account table for that sale type, linked to the project. The timebills are also linked to the project. The posting date is on the day the project is created or the project start date, whichever is more recent. [21.03.062, UQ79489613] |
| 4713 | 22.01 | GENERAL | CONFIG DATA | CHANGED | Added option on quick search to restrict search to menu items. Config: WEBMAIL_SYNC_LDAP_PASSWORD. Defaults to OFF. When turned ON, upon logging in to Q360 the users "email password" will be updated to the value used on the loginscreen. [21.03.064, UQ90129376] |
| 4714 | 22.01 | GENERAL | CONFIG DATA | FEATURE | New config NOTIFICATION_FREQUENCY allows user to change the notification polling frequency, or set it to blank or 0 (off). Default: 30 (seconds). [21.03.042, UQ83371415] |
| 4715 | 22.01 | GENERAL | CONFIG DATA | FEATURE | Added new config options RDLHEADERBGCOLOR and RDLHEADERTEXTCOLOR--allow setting customer specific header colors that will be applied to all core reports or any report customized to support them. User set up and utilization instructions have been added to SSRS Standards section of help site. [21.03.049, UQ86167677] |
| 4716 | 22.01 | GENERAL | CONFIG DATA | IMPROVED | Added Config option POSYNCETADATESDEFAULT to enable checkbox on PO Header to enable/disable syncing ETA date. Default value is set to Y. [21.03.026, UQ78367729] |
| 4717 | 22.01 | GENERAL | CONFIG DATA | IMPROVED | Added Config: EXCHANGE_CAL_SYNC. Defaults to ConfigValue1: OFF, ConfigValue2: OFF. Added Config: EXCHANGE_CAL_SYNC_MAXDAYS. Defaults to 400. When the config EXCHANGE_CAL_SYNC configvalue1 is ON, calendar events are stored in a "buffer" table. A background job must be setup so that Q360 will periodically retrieve calendar events from exchange and store them in the database. Recommended frequency is 5 minutes, but larger companies might require running multiple jobs (ex. one per department) or a longer frequency. The EXCHANGE_CAL_SYNC_MAXDAYS filters the syncing results. Only calendar events that are no older than X days will be synced into the database. Performance will be better the smaller this number is. When the config EXCHANGE_CAL_SYNC configvalue2 is ON, outbound updates from Q360 to Exchange will be stored in an outbound table. A background job must be setup so that Q360 will periodically send updates to exchange. Recommended frequency is 1 minute. Regardless of the config, the events pulled f [21.03.060, UQ88783181] |
| 4718 | 22.01 | GENERAL | CONFIG DATA | IMPROVED | ConfigItem: EMAILENGINE, ConfigValue3: Alternate DirectorURL. When config value 3 is populated, direct requests for WebMail will be redirected to the indicated director URL. The web client settings.ini.php on the alternate server must be maintained so that emails can be sent back to the database for email queues. [21.03.063, UQ90016520] |
| 4719 | 22.01 | GENERAL | CONFIG DATA | IMPROVED | Added config option INPUTDATETIME_AUTODETECT_TZ_COLUMN. Defaults to ON. When ON, if a column with a name matching a datetime column + '_TZ' exists a time zone input will automatically display on the form. Ex. Timebill > "Date" holds the start date. If the form loads, and the timebill record has a "Date_TZ" column in it, the timezone input will automatically display beside the start time input. Note: For now, this primarily serves as a custom hook for custom timezone solutions. There is no actual change in the core product at this time. [21.03.075, UQ92565962] |
| 4722 | 22.01 | GENERAL | CONTACT | FIXED | Contact > Ext menu > Move Contact to Another Company. When moving an employee-linked contact, contact on User ID will now also be updated. [21.03.038, UQ81316760] |
| 4723 | 22.01 | GENERAL | CONTACT | FIXED | Site Contact field can now be left blank. [21.03.040, UQ82688999] |
| 4725 | 22.01 | GENERAL | CUSTOMER | FIXED | When saving a duplicate contact for the same customer an error message will no longer appear stating the contact is a duplicate and the save will be blocked. [21.03.040, UQ81236775] |
| 4726 | 22.01 | GENERAL | CUSTOMER | FIXED | Customers > search > Products > ProductNo, Sales > Customers > search Products > Products Grid, Customer > Site >Product > Project No. The machine table will now be checked first for projectno. If not found, the value will be pulled from the order item the product is linked to. Project Number now pulls from contract or product record. Products grid now shows ProjectNo Sites > Product now also displays the project no. [21.03.040, UQ81776069] |
| 4727 | 22.01 | GENERAL | CUSTOMER | FIXED | Customer Form > Extended Menu > Change Customer No. now links Auto Delivery Records to new CustomerNo. [21.03.066, UQ90560293] |
| 4728 | 22.01 | GENERAL | CUSTOMER | IMPROVED | Added the address2 field to the named get procedures. [21.03.071, UQ91661135] |
| 4731 | 22.01 | GENERAL | DATA DICTIONARY | CHANGED | Caption changes that are based on the Data Dictionary default labels will be overwritten. Users may apply a hotfix procedure a re-save all custom captions, or contact Customer Care for assistance with preserving custom captions for this upgrade. [21.03.084, UQ95034741] |
| 4732 | 22.01 | GENERAL | DATA DICTIONARY | FIXED | dbo.Datadict containing rows with table_dbf = '', will no longer cause xmlToTempTable to fail in some areas of Q360. Note: this is not recommended best practice. [21.03.049, UQ86169033] |
| 4733 | 22.01 | GENERAL | DOCUMENT MANAGEMENT | CHANGED | Account detail report is now paginated. [21.03.073, UQ92044397] |
| 4734 | 22.01 | GENERAL | DOCUMENT MANAGEMENT | FEATURE | Access Info Form > Documents Tab. Added Documents Tab to Access info form. Documents are protected by the same permission controls as the access info record that they are linked to. [21.03.023, UQ76668064] |
| 4735 | 22.01 | GENERAL | DOCUMENT MANAGEMENT | FEATURE | System now 1) Stores and displays signatures with a watermarked background specifying the document ID and signature it belongs to, and 2) Displays error when user attempts to delete or replace a document in received/pending eAcceptance. This is for document audit integrity and compliance with PIPEDA. [21.03.032, UQ80112343] |
| 4737 | 22.01 | GENERAL | CHANGED | Maintenance > Email Account Admin. Upon upgrade, if the Email Account exists in the email account table, it will be detected, and if the Email Account does not exist, the info will pull from the resqserveremail table and populate the emailaccount table accordingly. Note: Email Account Admin will need to be set-up for WebMail customers. Customers that still use Q360Server, don't need the accounts set-up, but the permission check still exist, so the Email Accounts will need to be moved from the resqserveremailq table to the EmailAccount table. [21.03.060, UQ88908832] | |
| 4738 | 22.01 | GENERAL | CHANGED | When Q360 is updating an event on outlook calendar, that originated from a TASK in Q360, it will no longer update the location field, even if it changes in Q360. [21.03.071, UQ87233083] | |
| 4739 | 22.01 | GENERAL | FEATURE | Maintenance > Email Alert Admin, Service > Service Contract. SERVICE CONTRACT type is now available in the email alert admin form. The view behind this type (for your email tokens) is LDView_ServiceContract. [21.03.051, UQ86093826] | |
| 4740 | 22.01 | GENERAL | FEATURE | Webmail. Click on User Name (top right) > User Preferences > Email Preferences Tab > Signature editor is now a grid. Users may define multiple signatures. When using the send email form, if the user selects their own email as the "From" email, a signature selector will appear, but only if more than 1 signature exists for that email. [21.03.059, UQ88908308] | |
| 4741 | 22.01 | GENERAL | FIXED | Project Event > Send Team Email >Send Project Manager Email. Adjusted NULL checks and long string checks to allow for longer email addresses and longer lists of team members. [21.03.047, UQ85665631] | |
| 4742 | 22.01 | GENERAL | FIXED | The Email Q bucket now defaults to the Service Email Q. [21.03.047, UQ85668830] | |
| 4743 | 22.01 | GENERAL | FIXED | Emailing chunked (compound) documents now functions properly. [21.03.052, UQ86675243] | |
| 4744 | 22.01 | GENERAL | FIXED | Maintenance > Email Alert Templates. SERVCONT, FUNOPPITEM, PROJEVENTS tokens lists now work properly in the email body field. [21.03.057, UQ88035855] | |
| 4745 | 22.01 | GENERAL | FIXED | PTO Request Approval response emails now properly sending to requester instead of approver. [21.03.057, UQ88035817] | |
| 4746 | 22.01 | GENERAL | FIXED | Maintenance > Email Alert Admin > Popup Template. Adding multiple recipients will now ensure all recipients are notified of alerts. [21.03.061, UQ89801194] | |
| 4747 | 22.01 | GENERAL | FIXED | Webmail > Calendar. Events no longer disappearing. [21.03.071, UQ91524690] | |
| 4748 | 22.01 | GENERAL | FIXED | Background Job > Notify no longer sends out spam "success" notifications. [21.03.071, UQ91660558] | |
| 4749 | 22.01 | GENERAL | FIXED | Q360 will no longer attempt to add/update 5+ year long tasks on the Outlook Calendar. [21.03.076, UQ93208580] | |
| 4750 | 22.01 | GENERAL | FIXED | New Config added: WEBMAIL_OUTBOUND_DOMAIN, Default Value: (blank), Expected Value (optional): solutions360.com or a CSV of domains like solutions360.com,solutions3602.com. Effect: When blank, no effect. When populated, outbound emails will only send if the "from" address uses one of the listed domains. [21.03.081, UQ94277785] | |
| 4751 | 22.01 | GENERAL | IMPROVED | Webmail. Added support for auto attaching query results to the email in xlsx or csv formats. [21.03.059, UQ88908337] | |
| 4752 | 22.01 | GENERAL | IMPROVED | Added config WEBMAIL_DELAYEDDELIVERY. Default: OFF. When ON, emails sent through Q360 will not be delivered immediately, but rather queued for delivery by the SQL Agent Job running every couple minutes in the background. This makes various operations within Q360 faster. 2FA token email (when logging in and choosing email method for 2FA) will not be delayed regardless of this config. [21.03.084, UQ96288934] | |
| 4756 | 22.01 | GENERAL | EXPENSES | CHANGED | Expense Form > My Expenses Tab > Grid. "Show All" checkbox will now be disabled while in edit mode. [21.03.069, UQ88272187] |
| 4757 | 22.01 | GENERAL | EXPENSES | FIXED | Expenses > Project Drop Down > Hide POST Projects. POST state projects and calls will no longer be listed in the dropdowns when editing expense on the Expense Queue Details tab. [21.03.032, UQ80004792] |
| 4758 | 22.01 | GENERAL | EXPENSES | IMPROVED | File > Expenses > Review Q Tab > Expense Review Grid Extended Menu > "Import PCard Expense Items," and Maintenance > Import Map Builder > Search > Open PCARDEXP type > Copy the Import Map > Make changes. Import preview grid will show all of the previously defined hardcoded columns along with all of the allowed imported columns used on the users' custom import map. [21.03.056, UQ81866968] |
| 4759 | 22.01 | GENERAL | EXPENSES | IMPROVED | Expenses > Reimburse / Receipt Flag. The flags will be auto set based on the general codes if the imported data contains an existing category and/or pay method. [21.03.073, UQ92305908] |
| 4760 | 22.01 | GENERAL | GENERAL CODES | IMPROVED | The country and state general codes are now related. Code relationships for USA and Canada will automatically be made on patch. Other countries will need to manually administer the relationships for any other states they wish to use. All country inputs that have an associated "State" input (ex. addresses) beside them will now display as a select driven by COUNTRY general code instead of free form entry. Note: At this time, this change is not applicable to LDR filters. [21.03.067, UQ90558414] |
| 4761 | 22.01 | GENERAL | GRIDS | CHANGED | Customize Grid Modal via r.Click grids or Datasource Administration. When editing the column attributes, the cellnote field is now a dropdown of many of the possible cell note values (formatted for the user ie. [columnname] in square brackets and all lower case, to ensure it works). The field still accepts freeform entry as well. Note: If user selects a field that is known to not exist in the datasource, a warning will notify user when they submit the column attributes modal. [21.03.042, UQ82932639] |
| 4762 | 22.01 | GENERAL | GRIDS | FEATURE | Added "Customize Grid" capability to Document grids. [21.03.023, UQ77596711] |
| 4763 | 22.01 | GENERAL | GRIDS | FEATURE | Updated method by which checkboxes, dropdowns, and custom buttons can be added to a grid header, allowing for greater control of savable default values (r.click) or filter set, and general consistency with other parts of code. [21.03.025, UQ75984143] |
| 4764 | 22.01 | GENERAL | GRIDS | FEATURE | Data Entry PO grid is now customizable. [21.03.026, UQ78368218] |
| 4765 | 22.01 | GENERAL | GRIDS | FEATURE | Inventory > Work Qs > Orders Pick Q > Order Pick Grid and Inventory > Transfer Inventory > Both Grids. Grids are now customizable. [21.03.027, UQ78799443] |
| 4766 | 22.01 | GENERAL | GRIDS | FEATURE | PO > Ext Menu > Create Vendor Voucher > Grid. Grid is now customizable. [21.03.032, UQ80004174] |
| 4767 | 22.01 | GENERAL | GRIDS | FEATURE | LD Reports now allow "customize grid" if the datasource supports it. LDViews now allow customization similar to "customize grid" through the new form "Datasource Administration." SSRS Reports now have a framework to allow for customization of the reports dataset. [21.03.033, UQ77673911] |
| 4768 | 22.01 | GENERAL | GRIDS | FEATURE | Customize Grid modal now opens already in edit mode. Added Customize Grid modal > Columns Tab > Add Menu > Add Calculated Field. [21.03.034, UQ80562659] |
| 4769 | 22.01 | GENERAL | GRIDS | FEATURE | Added Note field and Note column to Service > Define Checklists > Checklist Grid and Subchecklist Grid, Service > Helpdesk > Checklist Tab > Checklist Grid and Subchecklist Grid, Projects > Tasks > Checklist Tab > Checklist Grid and Subchecklist Grid. Note: Service > Define Checklists > Checklist Grid : Note column in this grid is now editable. [21.03.042, UQ81111484] |
| 4770 | 22.01 | GENERAL | GRIDS | FEATURE | Various grids will now enforce a max height on rows by default. This setting can be increased to allow 2-10 extra lines of text to display on a per grid basis (ex. custom) or removed to revert back to the original stretching behavior. [21.03.057, UQ88271209] |
| 4771 | 22.01 | GENERAL | GRIDS | FIXED | The following grid extended menu options from Purchase items form (PO > Line Items) will no longer refresh the line items grid: Change Cost on Selected Line Item(s), Set Courier/Waybill, Set PO ETA Date, Set PO Est. Ship Date, Set PO Ship Date. The respective values will be updated in the details subtab. [21.03.021, UQ76431687] |
| 4772 | 22.01 | GENERAL | GRIDS | FIXED | Fixed subquery error when editing grid and adjusting multiple rows within Accounting > Commissions > Commission Export. [21.03.021, UQ76597122] |
| 4773 | 22.01 | GENERAL | GRIDS | FIXED | Service > Help Desk > Parts > Line Item Grid. Resolved broken link between the validation code and the margin column on the Line Item Grid. [21.03.025, UQ78179039] |
| 4774 | 22.01 | GENERAL | GRIDS | FIXED | Sales > Sites > Products > Customize Grid, and Sales > Customers > Products > Customize Grid. Products no longer adding a double entry for each column added to Site and Customer customized grids. [21.03.029, UQ78733833] |
| 4775 | 22.01 | GENERAL | GRIDS | FIXED | Upgrades will no longer delete user grids, even if the core grid has changed. Known issues are resolved, and future issues will be fixed instead of deleting user grids as a quick fix. [21.03.031, UQ75425701] |
| 4776 | 22.01 | GENERAL | GRIDS | FIXED | Editable grids with "drop down" edit cells. Drop-down cells will no longer stick and remain open during editing. [21.03.033, UQ78735337] |
| 4777 | 22.01 | GENERAL | GRIDS | FIXED | Grid > Sum Filtered Rows. r.Click > Sum Column > Filtered Rows. SUM now properly represents filtered rows. [21.03.041, UQ82931762] |
| 4778 | 22.01 | GENERAL | GRIDS | FIXED | Live Data > Live Data Definitions > Design SQL Tab > Fields Grid. Editing the XML Attributes now works like the customize grid modal. [21.03.043, UQ83796649] |
| 4779 | 22.01 | GENERAL | GRIDS | FIXED | Saving a user grid on non-designed LD reports (raw SQL text) if there is a resq_zoom_form (which generates a zoom icon column), will no longer break the zoom functionality. [21.03.046, UQ85156149] |
| 4780 | 22.01 | GENERAL | GRIDS | FIXED | Export Grid now exports data even if Grid Def has a column field name that begins with an integer. Note: Field names beginning with an integer is not considered best practice. [21.03.047, UQ85525177] |
| 4781 | 22.01 | GENERAL | GRIDS | FIXED | Grid cell notes now properly display. Empty cells no longer display cell notes. [21.03.047, UQ84952792] |
| 4782 | 22.01 | GENERAL | GRIDS | FIXED | Duplicate windows no longer open when sorting by column on grids with a zoom icon column, and then freezing the grid (r.click freeze columns). [21.03.048, UQ85882900] |
| 4783 | 22.01 | GENERAL | GRIDS | FIXED | Preview checkbox now checked by default and preview area displays properly. [21.03.052, UQ86589233] |
| 4784 | 22.01 | GENERAL | GRIDS | FIXED | Grids > Drop-down Cells. Clicking on the scrollbar to move the list no longer closes the dropdown. [21.03.052, UQ86753734] |
| 4785 | 22.01 | GENERAL | GRIDS | FIXED | Saving user grid defaults. When saving grid preferences, decimals will now remain in numeric columns that contain them. [21.03.053, UQ86675717] |
| 4786 | 22.01 | GENERAL | GRIDS | FIXED | Modals on forms with overflow (requiring a scroll-bar) no longer cause the window to scroll to the bottom upon opening. [21.03.059, UQ87903341] |
| 4787 | 22.01 | GENERAL | GRIDS | FIXED | Replaced error returned by dividing by zero with 0 (zero) value. Group stats will continue working. [21.03.071, UQ91662957] |
| 4788 | 22.01 | GENERAL | GRIDS | FIXED | Widget > Summary Grid. When using a grid summary and a value aggregate of MAX or MIN, both negative and positive numbers now display properly. [21.03.075, UQ92586689] |
| 4789 | 22.01 | GENERAL | GRIDS | IMPROVED | Customize Grid modal now includes a third tab, "Grid Columns." Allows customizing "core" grid columns and grid-specific customization of columns on the grid's view. Allows excluding columns from the grid, including core columns. Has an extended menu to "reset" a customized grid back to the core definition. Minor UX change on customize grid modal. When the modal closes, if changes were saved, the grid will now automatically reload. Base table field linking limitation removed. Table alias in related tables tab may now be edited. [21.03.037, UQ80688919] |
| 4790 | 22.01 | GENERAL | GRIDS | IMPROVED | All document grids now support customize grid. [21.03.065, UQ89801472] |
| 4794 | 22.01 | GENERAL | LOGIN | CHANGED | Config added: TWOFACTORALLOWEMAILINTERNAL. Default value: ON. ON = email delivery for the 2FA code is enabled. OFF = users must select text message or some other option. Note: When turned OFF, this setting can be overridden on a per-user basis through user maintenance form "Allow 2FA Email" Config added: TWOFACTORALLOWEMAILEXTERNAL. Default value: ON. ON = email delivery for the 2FA code is enabled for external users. OFF = external users must select text message or some other option. [21.03.048, UQ84470848] |
| 4795 | 22.01 | GENERAL | LOGIN | FEATURE | Q360 > Login > Config warning pop-up. When license count is exceeded, a pop-up warning will appear when admins login. License Count = Config Item: 'LICENSE', configvalue1. User Count = Rows in dbo.UserID where UserType is ADMIN or USER, LoginFlag is Y, and UserID is not the SUPPORTUSER. Note: User must login as an ADMIN user to see the configuration warnings pop-up. [21.03.048, UQ85517786] |
| 4796 | 22.01 | GENERAL | LOGIN | FEATURE | Q360 > Login > Config warning pop-up. When tech license count is exceeded, a warning will appear when admins log in, "TECH License Count Exceeded" with a note in the description box "Please contact support for licensing assistance." License Count = Config Item: 'eTech,' configvalue1. User Count = Rows in dbo.UserID where UserType is TECH, LoginFlag is Y, and UserID is not the SUPPORTUSER. Note: User must login as an ADMIN user to see the configuration warnings pop up. [21.03.051, UQ86095356] |
| 4797 | 22.01 | GENERAL | LOGIN | FEATURE | Added PASSWORDEXPIREDAYS. Default value is 0. Must be set to a number greater than 0 to be used. When this config is active, passwords can now expire for internal users. Web Client - When logging in, if user is within final 5% of days before expiry, user will be warned (web client only). MobileTech - if password changes or expires, the login form will automatically display forcing the user to re-enter credentials. Note: This change is not applicable to external users. External user > Password Expiry field is still the only way to expire an external user password. This change is not applicable to user type Q360API. If config WEBLDAPSIGNON is ON, the expire config will not be used. [21.03.066, UQ90242599] |
| 4798 | 22.01 | GENERAL | LOGIN | FIXED | When logging into the Web Client, subqueries including =, !=, = or subqueries used as an expression will no longer produce an error. [21.03.026, UQ78452985] |
| 4799 | 22.01 | GENERAL | LOGIN | FIXED | When an external user uses the "Forgot Password" function on the login form, they will now receive an email containing instructions for them to follow. [21.03.044, UQ84342602] |
| 4800 | 22.01 | GENERAL | LOGIN | FIXED | Using Authenticator as the only 2FA option is now allowed and will not bypass the login screen. [21.03.049, UQ85884240] |
| 4803 | 22.01 | GENERAL | MICROSOFT | FIXED | Downloading reports in Microsoft Word.docx as the format and printing, will no longer produce an error when opening the file in Microsoft Word. [21.03.073, UQ92432361] |
| 4804 | 22.01 | GENERAL | MOBILE | CHANGED | Mobile Device. Changed the layout of items in the task list. Zoom icon removed, larger hyperlink text added. Moved Cell Note and Timebill icons. [21.03.044, UQ81111015] |
| 4805 | 22.01 | GENERAL | MOBILE | FIXED | Using the forward and back buttons on the web client while using a mobile device no longer results in double navigation bars / toolbars. Note: If a user on a previously affected device copies and pastes URLs containing the "window" parameter into a fresh browser tab, it may load the page without a navigation bar or toolbar. [21.03.033, UQ80458027] |
| 4806 | 22.01 | GENERAL | MOBILE | FIXED | Iphone > Login > Click a call on task list and File > Time log no longer produces multiple navigation menus. [21.03.071, UQ91660716] |
| 4807 | 22.01 | GENERAL | MOBILE | IMPROVED | eAcceptance layout on mobile devices has been improved to fit smaller screens. If the browser screen width is less than 1000px it will display the disclaimer and signature inputs beneath the document preview. [21.03.076, UQ93108455] |
| 4808 | 22.01 | GENERAL | MOBILE TECH | CHANGED | Mobile Tech App > Task Comments. Comment field is now HTML (formatted text editor) in alignment with Q360. [21.03.063, UQ89335321] |
| 4809 | 22.01 | GENERAL | MOBILE TECH | FIXED | Mobile Tech App > Timebill. UserID will now be correctly stored for GPS data from mobile tech app. [21.03.038, UQ81420581] |
| 4810 | 22.01 | GENERAL | MOBILE TECH | FIXED | Mobile Tech App. Timebill endtime will save immediately when the user taps the Timebill button. The user will then be prompted to enter a category & subcategory. [21.03.050, UQ80003611] |
| 4812 | 22.01 | GENERAL | NAVIGATION | FIXED | When selecting record from form search modal (via magnifying glass button or fields in top left of form) and drilling into a record, hotkeys will now function within the record instead of activating browser hotkey behavior. [21.03.060, UQ89472941] |
| 4814 | 22.01 | GENERAL | PHP | IMPROVED | Updated web client code to support PHP 8. HTML/Lib/Action_Grids.php and custom hook custom/Lib/Custom_Action_Grids.php are deprecated. Use Actions_Pre_Proc.php and Custom_Actions_Pre_Proc.php instead. PHP 7+ must be used with this version of Q360. [21.03.055, UQ84953748] |
| 4817 | 22.01 | GENERAL | PRINT OPTIONS | CHANGED | Accounting > Accounts Payable > Purchase Order > Print button. The standard Purchase Order and Standard Purchase Order Summary have been consolidated into a single template with an option to change the view. [21.03.052, UQ86168509] |
| 4818 | 22.01 | GENERAL | PRINT OPTIONS | FEATURE | Accounting > Budgets > Define Budgets. Added Print button, Print Budget Report, and Print Income vs Budget Report to web client. [21.03.062, UQ87787648] |
| 4819 | 22.01 | GENERAL | PRINT OPTIONS | FIXED | Updated label processing and new 3rd party barcoded to increase the success of printing and canning from DYMO printers. Changed the External Label and Master No documentation to include IDAutomation proprietary licensing and requirements of use: https://helpdeskv25.q360.com/knowledgebase/print-labels-and-master-setup/ [21.03.024, UQ77594191] |
| 4820 | 22.01 | GENERAL | PRINT OPTIONS | IMPROVED | Project Form > Print Button > Print Project BOM > "Standard Project BOM" and/or "Standard Project BOM with Price" Removed blank space between header and line item rows. [21.03.023, UQ77198852] |
| 4821 | 22.01 | GENERAL | PRINT OPTIONS | IMPROVED | Added ability to output SSRS reports as word documents in the .docx file format. [21.03.042, UQ81774694] |
| 4822 | 22.01 | GENERAL | PRINT OPTIONS | IMPROVED | Service > Service Contract > Print Button. Minor update to Service Contract Template. [21.03.053, UQ86094771] |
| 4826 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FEATURE | Maintenance > Background Job Administration. Added Extended Menu > Run SQL Agent Job. Menu path added allowing user to run a job on-demand from the main menu and in the background while user continues to use Q360 for other tasks. Help Center admin and user instructions available. [21.03.041, UQ82588325] |
| 4827 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Added a new function to the Footer code - isEditMode. When a form is in edit mode and the user attempts to open a pop-out window (which may cause the form to reload without saving), the user will receive the alert "your information has not been saved, do you want to continue?" [21.03.022, UQ76596398] |
| 4828 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Update_BIDataDaily no longer prevents all company BI Data from being updated when multiple companies exist. [21.03.029, UQ78179686] |
| 4829 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | The browser tab caption in single page mode will no longer display "Q360." It will now display the current form title. NOTE: Single page mode can be accessed via popping a window out of windowed mode into a separate tab. [21.03.042, UQ82814923] |
| 4830 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Checkboxes will be spread across both columns. Print Modal "Print Parameters" automatic layout will no longer cause a scrollbar to appear. [21.03.042, UQ83479438] |
| 4831 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Web code will now recognize when an ADMIN user has inherited an 'Ignore Admin' permission from a group. [21.03.045, UQ84952129] |
| 4832 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Addresses with special characters are now properly encoded before opening Google Maps URL. [21.03.047, UQ85667335] |
| 4833 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Q360 will no longer execute scripts when setting the title onto windows/tabs. [21.03.049, UQ86169072] |
| 4834 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Invalid characters in column headings will be replaced with acceptable XML-safe characters when saving import maps. Users may still use the spreadsheet with '#'s etc. to import but when importing to Q360 they will be translated to XML-valid characters which will align with the map in the database. [21.03.079, UQ93861516] |
| 4835 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Service > Help Desk > Parts Tab > editing in Parts grid. Editing automatic line item calculations now functions more like editing the Order line items. [21.03.082, UQ94415612] |
| 4836 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Upgraded database to new version using the Q360 Admin Tool. Following the upgrade, a pop-out window appears with the results of this process. Added a check to verify the custom procedure process that automatically runs following a database upgrade to report any customized procedures that are based on a standard procedure that is no longer in our code base. Added new column displaying the standard procedure name to make it easier to pull core procedures for comparison. [21.03.022, UQ76437329] |
| 4837 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Added an extended menu button to the core vehicle form. [21.03.046, UQ85392940] |
| 4838 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | For dropdowns that accept manual value entry (example: Call > Caller, Live Data > Category), a typed partial value that matches a value in the list + ENTER will add the first list value that partially matches. [21.03.050, UQ85602808] |
| 4839 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Income vs Budget report is now SSRS friendly. [21.03.056, UQ87787607] |
| 4840 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Live Data > Live Data Definitions > Design SQL > Filter Tab > Edit a row > Constant Value. For select inputs that allow freeform entry, there is now a "+" icon beside the filter input. If you click on this icon, whatever value you have typed into the filter input will be used unless it matches one of the listed items exactly. Pressing "enter" will still work as before, where it will pick partially matching values first. [21.03.069, UQ90128367] |
| 4857 | 22.01 | GENERAL | PROGRAM EFFICIENCY | REMOVED | Core procedures GetDispatchText.sql and Email_Get_DispatchDefault.sql are deprecated. Customizations of these procedures must be revised/moved to After_Email_Get_Default.sql. [21.03.053, UQ86676586] |
| 4858 | 22.01 | GENERAL | Q360 HELP | FIXED | Help Desk > Add Call to KBase. Now carries over call subcategories to KBase record. [21.03.052, UQ86591011] |
| 4861 | 22.01 | GENERAL | QUICK SEARCH | FIXED | Quote titles in the quick search results grid now properly present as actual quote titles. [21.03.051, UQ86496781] |
| 4862 | 22.01 | GENERAL | QUICK SEARCH | FIXED | File > Quick Search. When searching for and auto-loading a single call, the call is now editable as expected and saves as expected. [21.03.062, UQ89907004] |
| 4863 | 22.01 | GENERAL | QUICK SEARCH | IMPROVED | User may now use Quick Search to open menu items. Normal form permissions apply, user cannot access a form using Quick Search without permission. [21.03.054, UQ74273911] |
| 4864 | 22.01 | GENERAL | QUICK SEARCH | IMPROVED | Added option on quick search to restrict search to menu items. [21.03.064, UQ90128190] |
| 4865 | 22.01 | GENERAL | QUICK SEARCH | IMPROVED | The Quick Search form that opens will now auto focus the grid after performing a search that returns at least two results. This will allow use of keyboard navigation (arrows) and zooming (enter key). [21.03.076, UQ93104933] |
| 4866 | 22.01 | GENERAL | RESOURCE CONSOLE | CHANGED | HR > Schedule, Service > Resource Console. Added the ability to control visibility of HR comments when hovering over an HR Schedule Item on the Resource Console. If the General Code EMPSCHEDT>Code Value 6>"Show Comment" is set to Y, the Schedule Item's COMMENT will be visible in the Resource Console when hovering. If a user has HREMPSCHED view permission, they will always see the comment in the Resource Console regardless of this flag. Previously, for all Schedule Types in which EMPSCHEDT>Code Value 3>"In" was set to Y, the comment would be displayed. [21.03.061, UQ75006532] |
| 4867 | 22.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console > Filters > Resource Filters. Company, branch and department filters should affect the resource (employees) shown, not the visibility of work assigned to them in the timeline. [21.03.032, UQ75982771] |
| 4868 | 22.01 | GENERAL | RESOURCE CONSOLE | FIXED | Service > Resource Console. The following combination of settings no longer produces a blank console: Hide Weekends = checked, Mode = timeline, Scale = weeks. [21.03.047, UQ85524940] |
| 4869 | 22.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console items now appear when using an iOS browser. [21.03.055, UQ87134900] |
| 4870 | 22.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console. Assigning tasks to contacts who are not members of a project team now works as expected. Required skills validation will only occur against employees, not contacts that are members of a project team. [21.03.084, UQ95033814] |
| 4871 | 22.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Projects > Project > Ext Menu > Resource Console. Added a "Project Team" filter which is auto populated when zooming from the project form. Companyno, Branch, Department, and Users filters will default to ALL when zoomed from a project. Include contacts/Employees will also default to checked when zooming from a project. This ensures initial visibility of the full project team. Note: The project team filter will narrow the returned list of users by project team, but the console will still honor the other filters as well. If the "Users" filter is used, the project team filter will be hidden and not used. [21.03.084, UQ95031300] |
| 4872 | 22.01 | GENERAL | RESQDAILY | CHANGED | RESQDaily: websessions older than 90 days will now be removed. [21.03.059, UQ88783968] |
| 4875 | 22.01 | GENERAL | SITE | FIXED | Site Search results now present in proper grid format. [21.03.023, UQ77103439] |
| 4876 | 22.01 | GENERAL | SITE | FIXED | Sales > Customers > Customer Form > Site Tab > Green Add button on SITES Grid. Users who have permission SITE_CREATE but not SITE_EDIT will be able to create a site from the customer form, make changes and save it, but will not be able to edit any existing site. [21.03.047, UQ85457492] |
| 4877 | 22.01 | GENERAL | THEME | FEATURE | Added HTML Editor theme capability. Various (ex. Project > Tasks > Comments), View > Theme. The Editor component can now be visually modified with a theme. Editable options: Toolbar color, Toolbar text color, Toolbar hover color, and Editor body color. Note: As some of the buttons are SVG images, they will not change color at this time. It is recommended to select a color which can still display many different font colors (lighter colors) as the system cannot control the html content incoming from emails. [21.03.059, UQ88152247] |
| 4878 | 22.01 | GENERAL | TIME BILL | IMPROVED | My Tasks List. Customer added to Company Column for Time Bill entries. [21.03.029, UQ79309639] |
| 4879 | 22.01 | GENERAL | USER MAINTENANCE | FIXED | User Menu > Change Password. Change password form now displays "Success" when password has been changed and saved. User will be redirected back into Q360 after changing password. [21.03.028, UQ79112114] |
| 4880 | 22.01 | GENERAL | USER MAINTENANCE | IMPROVED | User Maintenance form > Ext Menu > Update Password. If new password does not meet requirements defined in Config Data, a detailed error message will display. [21.03.055, UQ87354926] |
| 4881 | 22.01 | GENERAL | USER MAINTENANCE | IMPROVED | Added permissions gridexport_view and sqlexport_view to External Users permissions list. This will allow for assigning the permissions to export from standard grids and from Live Data (sqlreport) grids. [21.03.057, UQ88269482] |
| 4883 | 22.01 | GENERAL | USER PREFERENCES | FEATURE | Added Authenticator Key field to display the key used to generate the QR code. Users unable to scan the QR code may manually enter this key in the Authenticator app. [21.03.047, UQ85668168] |
| 4884 | 22.01 | GENERAL | USER PREFERENCES | FEATURE | Service > Resource Console > Menu > User Preferences. Aded new config options: EXCHANGE_SHOW_LOCATION (default ON) and EXCHANGE_SHOW_SUBJECT (default OFF). When these configs are turned ON, an equivilent user preference is enabled. Note: User must still go to User Menu > User Preferences > and Enable the setting for it to take effect. calendar Location: Deafults to ON (to match current behavior). The tooltip on the RC for exchange items, for this user, will display the location of the event when ON. Calendar Title: Defaults to OFF (to match currrent behavior). The tooltip on the RC for exchange items, for this user, will display the event subject/title. Also, the item directly on the RC will display the title instead of "Exchange Appointment." [21.03.053, UQ87232293] |
| 4885 | 22.01 | HR | EMPLOYEE | IMPROVED | Web > HR > Employee Extension field has been reenabled for home phone number. [21.03.021, UQ76072404] |
| 4886 | 22.01 | HR | GLOBAL SCHEDULE | FIXED | SQL function will now properly calculate employee available hours to handle any times saved as '1:00PM'. Employee saving procedure will now save 1 am/pm with a leading '0'. ie. '01:00PM'. Start/end times set to 12:00AM as well as any shift that spans midnight (ie. 8pm - 4am) will now properly save. [21.03.023, UQ74735191] |
| 4887 | 22.01 | HR | GLOBAL SCHEDULE | FIXED | HR > Employee > Schedule Tab > Add a schedule item. New schedule items from the employee schedule grid will now be set to APPROVED status. [21.03.036, UQ81116060] |
| 4888 | 22.01 | HR | TIME BILL | FEATURE | New permission added: TIMEBILLDB. Allows double time billings for TECH type users. [21.03.025, UQ78180476] |
| 4889 | 22.01 | HR | TIME BILL | FEATURE | The following fields are now editable on the Time Log grid: Start Date, End Date, Timebilled, and Description. Timebill rules apply: Cannot have been posted, if linked to an invoice, user must have TBINVEDIT/EDIT permission, and Timebilled must not exceed or be less than TIMEBILLMINMAX config. Note: Editing summary rows not allowed if the grid is grouped. [21.03.029, UQ78886202] |
| 4890 | 22.01 | HR | TIME BILL | FEATURE | HR -> TimeBill Approve Que -> TimeBills Grid -> Notes Column. Notes Column now shows internal note in TimeBill. [21.03.045, UQ82824831] |
| 4891 | 22.01 | HR | TIME BILL | FIXED | Piece Count, Piece Amount, and Fixed Amount can now be saved on Timebill records. [21.03.026, UQ78733207] |
| 4892 | 22.01 | HR | TIME BILL | FIXED | Timebill Search grid. Columns added via 'customize grid' option now populate as expected. [21.03.028, UQ79114787] |
| 4893 | 22.01 | HR | TIME BILL | FIXED | HR > Post Timebill Records. Timebill post Q permission TBPOST-EXEC has been changed to TBPOST-VIEW to view. Note: Everything on the page EXCEPT viewing the form itself will still require permission TBPOST-EXEC. [21.03.028, UQ78734236] |
| 4894 | 22.01 | HR | TIME BILL | FIXED | Projects > Post Timebill Records. Brought back PM and CSR filters on Post Timebills Q to ensure that all Timebills (including improper Timebills) appear in Post Timebills Q for review purposes. [21.03.035, UQ80827545] |
| 4895 | 22.01 | HR | TIME BILL | FIXED | Project > Project Team Time Entry and File > Timebill. Added case when wage type is prevailing. Wage rate will be inherited from the time billed task. [21.03.048, UQ84230746] |
| 4896 | 22.01 | HR | TIME BILL | FIXED | Time Bill Rate Form search grid now properly populates with data. [21.03.052, UQ86496691] |
| 4897 | 22.01 | HR | TIME BILL | FIXED | File > TimeBill > Extended Menu > Post TimeBill. Burden calculation will now use prevailing rate or employee hourly rate, whichever is higher. [21.03.084, UQ96127938] |
| 4898 | 22.01 | HR | TIME BILL | IMPROVED | Added User Name column to Quick View Time Bill Summary and Quick View Time Bill Detail. [21.03.042, UQ83589734] |
| 4899 | 22.01 | HR | TIME BILL | IMPROVED | Maintenance > Email Template Admin > Reject Timebill. Token added: Reports to Email. [21.03.052, UQ86668979] |
| 4901 | 22.01 | HR | VACATION/LEAVE | FIXED | Employee > Schedule > Schedule Grid > Ext. Menu > Update Days Taken. Updating days taken now functions properly and does not clear out status. [21.03.055, UQ87456571] |
| 4902 | 22.01 | HR | VACATION/LEAVE | IMPROVED | HR > Import Time Off Allocations, HR > Employee > Schedule Tab > Time Off Allocations Grid > Extended Menu. Added import function for employee time off allocations. Start date, end date, type, and days available are required. When importing off the main menu, userid is a required field. When importing from the employee form, rows with blank userid will be automatically populated with the userid of the employee record that is open. [21.03.067, UQ90127782] |
| 4903 | 22.01 | INVENTORY | ASSETS | FIXED | Asset Form > Order History tab. Zoom function now working correctly. [21.03.043, UQ83796294] |
| 4904 | 22.01 | INVENTORY | ASSETS | IMPROVED | Added checks to the asset transfer (to another branch) process to eliminate the possibility of a double-click causing a double asset transfer and duplicate GL/master journal entries. If the asset is already on the target branch and company, no work is done and the user is notified. [21.03.021, UQ76435169] |
| 4905 | 22.01 | INVENTORY | IMPORT/UPDATE | IMPROVED | Transfer Inventory. After successfully scanning a master or serial number and tabbing out of the Scan Item textbox, the item is automatically added to the bottom grid and the input cursor automatically focuses back to the Scan Item textbox for next scan/input. [21.03.052, UQ86590241] |
| 4906 | 22.01 | INVENTORY | KITS | FIXED | Master - Kit Details Zoom Icon no longer produces an error. The form now loads corrrectly. [21.03.079, UQ93372903] |
| 4907 | 22.01 | INVENTORY | MASTERS | FIXED | Inventory > Admin > Unit Translation. Updated the UnitTranslation_Model to now call the state of input fields as on other forms. "From Master No" and "To Master No" input fields are now editable. [21.03.023, UQ77596684] |
| 4908 | 22.01 | INVENTORY | MASTERS | FIXED | Inventory > Master > Green Plus > Add a new master. Corrected Master_Save to more efficiently handle a new MasterNumber. [21.03.024, UQ73894473] |
| 4909 | 22.01 | INVENTORY | MASTERS | FIXED | Quote and Purchasing Q > Replace Unverified Item. Selected master's special order flag will be applied to the item that was replaced. [21.03.036, UQ81112683] |
| 4910 | 22.01 | INVENTORY | MASTERS | FIXED | Inventory -> Master -> [Search for MasterNo] -> Profile Tab -> Master Profile Grid. [21.03.060, UQ89404267] |
| 4911 | 22.01 | INVENTORY | MASTERS | FIXED | Inventory >Master> Extended menu > Merge Master. Two asset masters with the same branch and company will now be allowed to merge without error. [21.03.060, UQ89401579] |
| 4912 | 22.01 | INVENTORY | MASTERS | FIXED | The Master forms will no longer update inventory levels upon save of another form, preventing stale information transfer. [21.03.071, UQ91526690] |
| 4913 | 22.01 | INVENTORY | MASTERS | FIXED | Master > Master tab > Inventory Levels section and Master > Master tab > Master By Branch grid. Master availability now calculated and displayed correctly. [21.03.076, UQ93206732] |
| 4914 | 22.01 | INVENTORY | MASTERS | FIXED | Master > Orders/POs tab > Purchases grid currency symbol of Cost now matches PO. Master > Orders/POs tab > Orders grid currency symbol of Price now matches Order. [21.03.077, UQ93371012] |
| 4915 | 22.01 | INVENTORY | MASTERS | IMPROVED | Updated WEB Master Form TaxAPICode Field to a dropdown list. [21.03.028, UQ79171421] |
| 4916 | 22.01 | INVENTORY | MASTERS | IMPROVED | Projects > Projects > Search > Select Project No > Materials Grid. Add a column called "Qty Avl." The value of the column will pull from the Master by Branch record (Inventory > Master > load master record > Master by Branch Grid) and will match the value of the branch that the project is linked to. If there is not a Master by Branch record that matches the Branch the project is linked to, it will use the Qty Avl value from the inventory level of the actual master. [21.03.038, UQ81237367] |
| 4917 | 22.01 | INVENTORY | MASTERS | IMPROVED | Inventory > Import/Update Masters. Revised master import proc error handling to be more specific. Added warning for rows containing blank masterno (invalid). [21.03.048, UQ85669368] |
| 4918 | 22.01 | INVENTORY | MASTERS | IMPROVED | Master > Sales Tax > (Select or Add) Sales Type by Master No > Sale Type. "ALL" option added to Sale Type drop-down list. [21.03.052, UQ86752638] |
| 4919 | 22.01 | INVENTORY | MASTERS | IMPROVED | Sales > Quote > Vendor Inventory Tab, Inventory > View Vender Inventory. Added MSRP and ItemType (only applicable when linked to a master) to the Quote > Vendor Product Grid. When creating an A or Q type Master from a Vendor Inventory Record Inventory > View Vendor Inventory > Ext Menu), Manufacturer will now be set on the created Master based on the VendInventory value. [21.03.055, UQ80458098] |
| 4922 | 22.01 | INVENTORY | ORDERS | FEATURE | Added 'Suggested' checkbox to Find Product grids on quote, order, and helpdesk forms. When checked, find product grid will show suggested items and alternate items for the currently selected line item. [21.03.039, UQ75525693] |
| 4923 | 22.01 | INVENTORY | PHYSICAL INVENTORY | FEATURE | Web > Inventory > Work Queues > Inventory Re-Order Q. Added filter toggle to allow switching between saved filter sets, and added ability to pass filters from an external location such as a workflow bucket (see Purchasing Workflow > Items to Re-Order bucket). [21.03.021, UQ76071700] |
| 4924 | 22.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory > Physical Inventory Count > Grid Extended Menu > Apply Variance to Selected Items. Integrity check no longer includes items with status 'delected' in the count for qty comparison. "Apply Variance" no longer allowed for these items. Master Qty check is now at the branch level matching inventory at branch level. [21.03.043, UQ83796220] |
| 4925 | 22.01 | INVENTORY | PICK ORDER | FIXED | Order Form > Ext. Menu > Pick this Order > Scan an asset on an A Type Master where the Contract Item is a Q type. Parts_Pick_Save now uses Master.ItemType when picking to determine the Item Type. [21.03.054, UQ87232452] |
| 4926 | 22.01 | INVENTORY | PICK ORDER | IMPROVED | Inventory > Orders Pick Q > Drill into Order > Pick Order Grid. Added Ship Release Date column to grid. [21.03.078, UQ93372008] |
| 4928 | 22.01 | INVENTORY | PURCHASE ORDERS | CHANGED | Inventory > Purchase Order. Error message now appears if user attempts to manually link an A, Q or non-part type PO item to a project without first creating an order. Additionally, Project No will be cleared from the PO Header field when user adds an item to the line items grid. [21.03.039, UQ81336564] |
| 4929 | 22.01 | INVENTORY | PURCHASE ORDERS | CHANGED | Inventory > Purchase Orders > ExtMenu > "Copy PO." Users must now have the PURCHASE_CREATE permission to use this extended menu option. [21.03.057, UQ88152665] |
| 4930 | 22.01 | INVENTORY | PURCHASE ORDERS | CHANGED | Inventory > Purchase Order > [CLICK COG] > Receive PO > PO Receive form > Save. Changed promptPrintLabels message from "Print Individual Labels" to "Print Individual Labels for Received Q-Type Items." [21.03.073, UQ92307202] |
| 4931 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | When Printing a PO Receive after receiving a line item that was split, qty ordered is now the original qty ordered on the report. [21.03.022, UQ76668584] |
| 4932 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase > Extended Menu > "Remove Un-Received Items". Removing Un-Received Lines will now create a history record for each Purchase item removed. [21.03.023, UQ77122573] |
| 4933 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | When printing Purchase Orders, only line items that are in DATAENTRY and RECEIVED will now print on the report. [21.03.023, UQ77675907] |
| 4934 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | PO Items (M type) that are linked to an ORDER but not PROJECT or CALL will now honor the default extended accounts. They will use the linked orders SALETYPE to drive the filtering on default extended accounts. [21.03.040, UQ82690335] |
| 4935 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Order > Ext Menu > "Change PO Vendor". Clicking this menu option will prompt: "Would you like to update the Payment Terms, Payment Method, and Bank Account to match the selected Vendor?" If "OK" is selected, the Purchase Order's Bank Account field will be updated to match that of the Vendor's VendorBankAccount. [21.03.046, UQ85394153] |
| 4936 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchasing Queue > extended menu > "add to existing PO." Branch check no longer case sensitive. [21.03.054, UQ86755679] |
| 4937 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order Form > Line Items Tab > Select Line Item > Item Sub Tab > Receive Field. When user attempts to receive an item that is being received as something else through unit translation, they will not be able to auto pick it. Upon attempting to receive an item that is set up in this way, user will receive an error asking them to remove the autopick flag. This prevents masters with 0 quantity on hand being automatically picked to orders. [21.03.061, UQ89474447] |
| 4938 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Order > Ext Menu > Remove Unreceived Items. PO Header now recalculates total when performing this action. [21.03.079, UQ93994528] |
| 4939 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues > PO Receive Q > Drill into a PO Record. Entering a duplicate PO number on the PO Receive form now produces an error message, but no longer refreshes the grid or erases unsaved information. [21.03.080, UQ92176508] |
| 4940 | 22.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | If a customer has Require PO flag checked, adding parts to a call for this customer will now automatically approve the order. A new work order is created and automatically put in Approved status. PO Number and PO Name will pull from call PO# field. [21.03.021, UQ75243203] |
| 4941 | 22.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Work Queues > PO Receive Q. The time at which an item is scanned is now recorded and labels are now printed in chronological order from earliest scanned to latest. Note: For A type items, the time an item is assigned a serial number is recorded as the scanned time. [21.03.052, UQ84952687] |
| 4942 | 22.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Inventory > Purchase Order form > PO Receive. Extended menu > Update Staging Location for Selected > Added to grid. Updates selected rows if they are linked to an order item. [21.03.066, UQ90016785] |
| 4943 | 22.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Purchasing Work Flow - New bucket added for "Unreceived PO Items Varied Out." [21.03.078, UQ93207905] |
| 4944 | 22.01 | INVENTORY | RMA | FIXED | Create RMA Item > Post COGS (Project) or Invoice (Service Call). Burden Entries will not be created when posting an invoice for an RMA/RETURNED Item (either by posting COGS on a project, or posting an Invoice on a Work Order). [21.03.025, UQ77857270] |
| 4945 | 22.01 | INVENTORY | SHIP ORDER | FIXED | Inventory > Work Queues > Ship Q. When items are shipped the projectno and group fields are now populated from the order and order item respectively. [21.03.052, UQ86570618] |
| 4946 | 22.01 | INVENTORY | SHIP ORDER | FIXED | Ship Order Form > Add Freight > Allow 0$ price. 0$ price for freight is now valid, but the field may not be left blank. Error message will now read: "Price must be greater than or equal to 0." [21.03.073, UQ92305678] |
| 4947 | 22.01 | INVENTORY | VENDORS | FIXED | Changing the selected Import Map no longer breaks the filter and entire modal within Inventory > Admin > Import Vendor Inventory. [21.03.021, UQ76527428] |
| 4948 | 22.01 | INVENTORY | VENDORS | FIXED | Importing two Vendor Inventory spreadsheets for different vendors that have matching VendorpartNo on the row will no longer overwrite the first import with the second import. Two distinct entities will now be created. [21.03.026, UQ78453543] |
| 4949 | 22.01 | INVENTORY | VENDORS | FIXED | Vendor Expected Payment date no longer appearing as 1900-01-01 [21.03.044, UQ84341786] |
| 4950 | 22.01 | INVENTORY | VENDORS | IMPROVED | Inventory > Purchasing Queue. When a vendor is updated on a line item grid, a master vendor will be automatically generated if on edoes not already exist for that vendor. [21.03.054, UQ79308408] |
| 4951 | 22.01 | PROJECTS | BUDGET | FIXED | Project Budget > Material. Total_ProjectBudget will now always be responsible for totaling the budget of a project. [21.03.043, UQ83796317] |
| 4952 | 22.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Projects > Extended Menu > Check Project Close. Fixed unable to close project due to currency exchange discrepancy. Now, if currency rate on project orders is different then default currency, project will close properly as long as the value qty*price of orders vs invoice qty * price matches invoice. [21.03.066, UQ90664046] |
| 4953 | 22.01 | PROJECTS | COGS | CHANGED | Projects > Post COGS For All Projects, Projects > Post Revenue For All Projects. Converted from a pop-up to a form similar to "Post Service Revenue." User may now select a specific CompanyNo when posting project COGS and revenue. [21.03.054, UQ70065319] |
| 4954 | 22.01 | PROJECTS | COGS | FIXED | Project > Extended Menu > Post Cogs. Now prompts for invoice date. [21.03.064, UQ90127738] |
| 4955 | 22.01 | PROJECTS | COGS | IMPROVED | Projects > Quick Views > Project Status > Ext Menu. Post COGS and Revenue will now both prompt for a date. Added a 'select all' option. [21.03.064, UQ90127746] |
| 4956 | 22.01 | PROJECTS | COGS | IMPROVED | Project > Project Profit > Budgeted costs. Budgeted costs updated to match projected logic (include use tax, include F type items on misc cost). [21.03.068, UQ90127758] |
| 4957 | 22.01 | PROJECTS | MATERIALS | FIXED | Project > Material Tab > Extended Menu > Create Product For Selected Items and Add Items to Product (Paginated Grid Only). Removed Data Validation from the Javascript, and improved the back-end validation to target the correct columns and adjusted the call to XMLToTempTable to be compatible with pagination. [21.03.081, UQ93373108] |
| 4958 | 22.01 | PROJECTS | ORDERS | FIXED | Create Project From Order or Quote will no longer produce "Ship Site Not Found" error. [21.03.026, UQ78733060] |
| 4959 | 22.01 | PROJECTS | PRINT OPTIONS | IMPROVED | Projects > Project > Print Menu > Print BOM. Consolidated the Standard Project BOM and Standard Project BOM with Prices into a single template. Added a column for manufacturer so the line items table is consistent with the quote, proposal and order templates. The report groups items by MasterNo, Manufacturer, Description, and Price if prices are shown. Show Prices: toggles whether the Unit Price and Total Price columns and Subtotal row will appear on the print out. Show Individual Assets: when checked, A type items will not be rolled into a single row. Each asset will have its serial no displayed under the description. Advisory: The Standard Project BOM with Prices template is now deprecated which means it will not be included in new installs. However deprecated reports do not get removed during the update process so it will still exists for customers that are updating and already have it. [21.03.072, UQ91523503] |
| 4960 | 22.01 | PROJECTS | PROJECT CONSOLE | IMPROVED | Added the ability to drag, extend and shorten tasks from the Task Console. Dependency checking and shifting now work the same as on the Gantt Console. Added edit mode to Task Console. Works similarly to Gantt chart, except there are tasks from multiple projects displayed. Links cannot be assigned, but existing links (project dependencies) will function the same as the Gantt Chart Console, with automatic date shifting if a linked task moves (as long as it is allowed to shift, i.e. no assignee, no timebill, etc). Custmizations on Get_TaskMasterConsole.sql may need adjustments to properly handle dependencies. [21.03.053, UQ79250179] |
| 4961 | 22.01 | PROJECTS | PROJECT TEMPLATE | CHANGED | Added permission check to the Extended menu item in JS for 'Insert Project Template.' The procedure called also checks permissions. [21.03.039, UQ81511708] |
| 4962 | 22.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Updated check on prevailing wage rate for backwards compatibility. [21.03.023, UQ77675314] |
| 4963 | 22.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Symbol ''." will no longer produce an error when exporting to Excel from Project forms. [21.03.025, UQ78095839] |
| 4964 | 22.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Project Status Quick View. Fixed column filter for "Project Title." [21.03.042, UQ83482005] |
| 4965 | 22.01 | PROJECTS | PROJECT TEMPLATE | IMPROVED | CompanyNo and Branch can now be set to blank on Project Templates. These templates can be selected by users regardless of the users' companyno value and will appear in the Project > Template List grid. Note: Setting a CompanyNo to blank on a template will automatically reset any branch value to blank as well. [21.03.081, UQ93862339] |
| 4966 | 22.01 | PROJECTS | REVENUE | CHANGED | Projects > Profit Tab. Un-Post Revenue with JobCostMethod =JOBCOSTCLASS is now calculating using jobcostclass instead of expenseratio. [21.03.076, UQ87040952] |
| 4967 | 22.01 | PROJECTS | REVENUE | FIXED | Project Form > Profit Tab > Print Icon > "Print Project Profit." Project Profit Report and Profit tab of the Project form now in alignment. Specifically, in the Budgeted section, Labor Cost on the report only includes budgeted expenses associated with labor. Total cost field in this section includes values from the Sub Cont. and Misc Budget fields on the form. [21.03.058, UQ88643387] |
| 4968 | 22.01 | PROJECTS | TASKS | FEATURE | Project form, Task List. Column "Responsible" is now editable. [21.03.041, UQ82824680] |
| 4969 | 22.01 | PROJECTS | TASKS | FEATURE | Project Form. Task Tab. Task Grid. Added editable column VisibilityFlag to grid. This option hides the task from the Resource Console. [21.03.051, UQ86493684] |
| 4970 | 22.01 | PROJECTS | TASKS | FEATURE | Project > Task Tab. "TB" column added to task grid, to initiate a timebill for the selected row. Functions the same as My Task List. Note: This function requires timebill_create permission. [21.03.057, UQ87787594] |
| 4971 | 22.01 | PROJECTS | TASKS | FEATURE | Project > Tasks. SOW Tab added to Tasks. Note: the field is read-only for external users. [21.03.057, UQ88150655] |
| 4972 | 22.01 | PROJECTS | TASKS | FIXED | TASKPRIORT, OPPPRIORT and DISPRIORT. Dispatch, Opportunity and Tasks now use independent Code Table Driven values, defaulting to 1,2,3,4,5 with default codevalue2 (description) values of "Priority x" where x is the value. All instances of Priority now changed to numeric 99.99 [21.03.031, UQ79250101] |
| 4973 | 22.01 | PROJECTS | TASKS | FIXED | Editing the grid will no longer result in the form freezing in edit mode, unable to save changes. [21.03.040, UQ82589062] |
| 4974 | 22.01 | PROJECTS | TASKS | FIXED | Task Form > Events Grid > Comment Column converted to a cell note allowing html content to display in comments. [21.03.056, UQ87904631] |
| 4975 | 22.01 | PROJECTS | TASKS | FIXED | Task Form > Events grid in 2 places (events tab and main tab). Collpase main tab one, and r.click > Save default collapsed state. Collapse setting now saves for specific grids instead of being based on the grid definition name. [21.03.056, UQ87902574] |
| 4976 | 22.01 | PROJECTS | TASKS | FIXED | Projects > Task -> Sub Tasks -> Extended Menu Set Assignee. User may now leave the default blank selection and click submit to remove the previous assignee from the sub task. [21.03.057, UQ88152720] |
| 4977 | 22.01 | PROJECTS | TASKS | FIXED | Projects > Task Console > Duration Column. Duration value now reflects the appropriate number of days. [21.03.070, UQ91527256] |
| 4978 | 22.01 | PROJECTS | TASKS | FIXED | When a project task is deleted, associated Outlook events will now be deleted as well. [21.03.076, UQ93106616] |
| 4979 | 22.01 | PROJECTS | TASKS | IMPROVED | Project > Task > Ext menu > Invoice Now, Project > Orders/Invoices tab > New Invoice, Project > Materials grid > Ext menu > Invoice Selected Items. Project invoices now pull currency type from oldest 'SALE' type order. [21.03.055, UQ87456710] |
| 4980 | 22.01 | PROJECTS | TASKS | IMPROVED | Projects > Tasks. Added a mini events grid on the task form main tab (in addition to events tab) in order to increase visibility of important events. Note: The mini events grid will not display on mobile or tech views. This mini grid can be collapsed by r.click > Save as default collapsed state, and it will be mostly hidden. [21.03.055, UQ87456172] |
| 4981 | 22.01 | PROJECTS | TASKS | IMPROVED | Project > Tasks. Comment text field is now a Text Editor. The main tab does not currently display formatting buttons, to show more content. Formatting buttons are on the full comments tab. Note: Editing on the windows client will remove any HTML formatting. It is not recommended to edit tasks in the windows client if they have been filled in with the web client. [21.03.056, UQ87457687] |
| 4984 | 22.01 | PROJECTS | WIP | FIXED | Live Data > Bi Data > Closed Project WIP. Exporting results to Excel will no longer produce the error "Illegal xml character" [21.03.023, UQ77198130] |
| 4985 | 22.01 | REPORTS | DASHBOARDS | FEATURE | Dashboards > LD Dashboard Definitions > Access Log Tab. Opening a dashboard (in view mode, not the definition form) will now log an entry with a time and date stamp. [21.03.040, UQ82056729] |
| 4986 | 22.01 | REPORTS | DASHBOARDS | FIXED | Corrected One Dashboard column definitions to eliminate SQLSTATE error upon opening. [21.03.028, UQ79172168] |
| 4987 | 22.01 | REPORTS | DASHBOARDS | FIXED | Dashboard > Sales Dashboard. Sales gauges now adhere to defined fiscal periods. If a commission quota extends beyond the fiscal period represented by the gauge, it will not be included in the calculation. [21.03.042, UQ80001527] |
| 4988 | 22.01 | REPORTS | DASHBOARDS | FIXED | The Sales Dashboard "Gauges" no longer pull their value from applicable QUOTES. The gauges now pull their value from applicable ORDERS to match the Sales Booking Report. [21.03.042, UQ83372979] |
| 4989 | 22.01 | REPORTS | DASHBOARDS | FIXED | Dashboards > LD Dashboard Definitions > Data Colors Tab. Editing an existing value in the "Data Value" tab and saving now functions properly. [21.03.048, UQ85882157] |
| 4990 | 22.01 | REPORTS | DASHBOARDS | FIXED | Sales dashboard gauges now more accurately reflect actual numbers/goals. Value indicators/labels will now mark million values. [21.03.060, UQ85950962] |
| 4991 | 22.01 | REPORTS | DASHBOARDS | FIXED | Pie charts now in alignment with the "Data Labels" tab from the widgets configuration. [21.03.071, UQ91526682] |
| 4993 | 22.01 | REPORTS | LIVE DATA DESIGNER | FEATURE | Live Data > Live Data Reports > Reports Designer > Data Source > LDView_ProjectOrderDetail. Live Data column datadisplay value now respects assignment when set to "date" or "datetime" instead of overwriting to show as datetime formatColumn to DataSource. "PO_ETA" pulls from purchaseitem table, eta column. [21.03.039, UQ81423675] |
| 4994 | 22.01 | REPORTS | LIVE DATA DESIGNER | FEATURE | Live Data -> Live Data Reports -> Data Source -> [SELECT REPORT] -> Design SQL -> ADD FIELD. YEARSEMPLOYED added as field option. [21.03.051, UQ86496859] |
| 4995 | 22.01 | REPORTS | LIVE DATA DESIGNER | FEATURE | Live Data -> Live Data Reports -> Data Source -> [SELECT REPORT] -> Design SQL -> ADD FIELD. Added APPROVER1 & APPROVER2 as field options. [21.03.051, UQ86494927] |
| 4996 | 22.01 | REPORTS | LIVE DATA DESIGNER | FEATURE | Live Data -> Live Data Reports -> Data Source -> [SELECT REPORT] -> Design SQL -> ADD FIELD. New field options added: Close Date, Entered Date, Install Date, Interest, Probability, Sale Type (may differ from quote sale type), Funnel Position, Status, SIC, RMR, Quote Optional flag, Extended Price, Extended Cost, Gross Profit, GM% [21.03.052, UQ86495096] |
| 4997 | 22.01 | REPORTS | LIVE DATA DESIGNER | FIXED | Reworked validation in some functions, checking for valid uses of substrings: ALTER, BREAK --DesignerSQLText ONLY, CONTEXT_INFO, DBCC, DELETE --DesignerSQLText ONLY, DENY, DROP, EXEC, EXECUTE, FROM --DesignerSQLText ONLY, GRANT, INSERT --DesignerSQLText ONLY, INTO --DesignerSQLText ONLY, JOIN --DesignerSQLText ONLY, REVOKE, SP_TABLE --DesignerSQLText ONLY, TRUNCATE, UPDATE [21.03.026, UQ78265085] |
| 4998 | 22.01 | REPORTS | LIVE DATA DESIGNER | FIXED | Live Data Desginer. SQL error no longer results from saving default value ALL for a multiselect companyno filter. Editing columns with stat_expression group stat now functions as expected. [21.03.070, UQ91526901] |
| 4999 | 22.01 | REPORTS | LIVE DATA DESIGNER | IMPROVED | Added new date ranges to time period selectors. Added to the LD Designer: Filter Tab > Add Time Period type filter > Constant and default value dropdowns. These may also be used as override values in dashboard "Advanced Filtering" modal. Added these options to the individual style date selector. [21.03.040, UQ79249623] |
| 5000 | 22.01 | REPORTS | LIVE DATA REPORTS | CHANGED | Batch Report and Batch Receipt Detail LD reports removed. Cash Receipt Summary Report modified to display one row per batch number. User will be able to drill into the row (batchno) to open Cash Receipt Detail report which will provide list of invoices paid in that batch. Batch No filter has been removed and Account filter is now multi-select. Start and End date options replaced with "Time Period." Cash Receipt Detail Report modified. Note: If the BatchNo is left blank, the report will list all Cash Receipts for the time period selected. [21.03.039, UQ74186271] |
| 5001 | 22.01 | REPORTS | LIVE DATA REPORTS | CHANGED | Live Data > Live Data Reports > ConfigData Listing has been converted to a designed report. [21.03.060, UQ88035534] |
| 5002 | 22.01 | REPORTS | LIVE DATA REPORTS | FEATURE | Live Data Report > Data Integrity > Reconcile Deferred Revenue added to Core. Report is now drillable. [21.03.022, UQ75626871] |
| 5003 | 22.01 | REPORTS | LIVE DATA REPORTS | FEATURE | Added fields ComPercentSalesRep1, ComPercentSalesRep2, ComPercentSalesRep3 to LDView_Oppor, LDView_Quote, LDView_QuoteItem, LDView_Order, LDView_OrderItem. [21.03.025, UQ78178848] |
| 5004 | 22.01 | REPORTS | LIVE DATA REPORTS | FEATURE | Live Data > Live Data Reports > New > LDView_CommissionQuota. Created a new LDView for CommissionQuota table to allow users to provide quota information to their sales teams via live data reports and dashboards as well as view high-level reporting for sales management. Added Company from the Company table for the Company Name. Note: If there is no CustomerNo info on the CommissionQuota table, the Company Name will pull from the CompanyNo and if there is no CompanyNo, the Company Name will pull from the CustomerNo. [21.03.035, UQ79394776] |
| 5005 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Total Invoicing. Live data report Invoice Total is now a summation of Amount + Tax Amount. [21.03.031, UQ79309613] |
| 5006 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Project WIP Reconciliation Live Data Report. Report now returns records for all companies if user does not specify a company no. [21.03.036, UQ81112644] |
| 5007 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Project Form > Print Icon > "Print Project Progress Report." The name of this section has been changed from "Budgeted vs Actual Hours" to "Projected vs Actual Hours" and the section uses an existing calculation for the projected hours instead of an erroneous calculation for budgeted hours. Now the figures displayed in the Projected column align with the Material tab of the project. This material grid may be filtered to only display L type items, and the values on the report equal the total from the "Qty" column inthe grid on a per-master basis. [21.03.056, UQ87456804] |
| 5008 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Month End > Month End Inventory Suspense Sub-Ledger. Because Inventory Suspense is a liability account and GL Negative, the correct formula (Voucher Amt + Suspense Amt) will now populate the Diff column. [21.03.059, UQ88785276] |
| 5009 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Querying LDView_Order no longer results in duplicate rows for the same project if the SalesPerson field is empty on the Order and there are Employee records that have no designated username. Any report that uses this as a data source will no longer return a row for each empty userid or employee record. [21.03.059, UQ88909579] |
| 5010 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data Report Definitions > Export/Import Report. Calculated fields now export/import correctly. Single quotes in any field other than the SQL Report header (i.e. Field captions, filter captions, Calculated Fields SQL Text, etc) will no longer duplicate when exporting/importing. [21.03.061, UQ89799909] |
| 5011 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Accounting > Cash Flow Forecast Detail. AP entries now added as expected. AP information no longer being added to the AR and Service Contract lines if there is a match in Company No, Branch, Currency. [21.03.071, UQ91527412] |
| 5012 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data Report > Accounting > AR by Customer Analysis. Data type currency will no longer convert to data type numeric. [21.03.073, UQ92306398] |
| 5013 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Proj GM% value multiplied by 100. Improved calculation for Service Contract # months. Added values for standalone contracts Earn Tot Rev, Earn Tot Cost, Earn GM, Earn GP, INV Earn GP. Repaired broken Rec Link No hyperlinks. Added ability to zoom on Invoice Number. Updated the BI Data Project procedure so that it will include FX in the projected warranty calculation. Added Company No and Branch filters. Addedd Company No, Percent Complete and Service Contract Bill Frequency columns. Added Currency Type field. Removed the "BOTH" option from the Date Filter dropdown. BIData now pulls directly from BIDataProjectWIP instead of LDView_BIDataProjectWIP, which prevents values from being rounded to whole dollars. Updated the Inv Proj/Bud/Earn GM fields to have the correct caption of GP instead of GM and show the correctly formatted amounts, dollars instead of percent. [21.03.051, UQ80563189] |
| 5014 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Added Maintenance > Active User Sessions. This Live Data report is built using an LDView and can be extended against the UserID, Contact, or Employee Tables. It shows the current active user sessions in the web client. [21.03.056, UQ87487651] |
| 5015 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | DataSource LDView_ServiceContract now has saletype as part of its results sets and columns. [21.03.057, UQ88153269] |
| 5016 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data -> [CREATE NEW REPORT] -> Design SQL tab -> set data source to 'LDView_ServiceContract'. New field 'TAXDIST (Tax Applicable) is visible. [21.03.066, UQ90664315] |
| 5017 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data > Live Data Reports > Profitability - Completed Projects has been converted to a designed report. Added defaults to other search filters. INIT COMMIT: Company = ALL now passes as 00 to the proc (or proc convert ALL to 00) properly. [21.03.072, UQ88035578] |
| 5018 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data > Live Data reports > [SEARCH] Import Products. Import Products has been converted to a designed report. Zoom option has been added to MachineNo column. [21.03.075, UQ88035548] |
| 5019 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data -> Search by Name 'Fixed Asset Reconciliation' SQL TAB. Fixed Asset Reconciliation has been converted to a designed report. Currency value will now show for openbal, bookval, accudepr, closebalanc columns. Zoom key added to AssetNo. [21.03.075, UQ88035546] |
| 5020 | 22.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data -> Live Data Reports -> DESIGN SQL TAB -> DATA SOURCE 'LDView_InventoryProfile.' Manufacturer field added to data source. [21.03.080, UQ93995590] |
| 5068 | 22.01 | REPORTS | LIVE DATA SOURCES | FIXED | Converted all field names to lower case to eliminate dependency field error (DISPATCHNO) when using LDView_DispTran as a data source on a LD Report, and adding callno field and checking the zoom box. [21.03.021, UQ76525051] |
| 5069 | 22.01 | REPORTS | LIVE DATA SOURCES | IMPROVED | LDView_ReceivedEmail. Added CallNo, Call Date, Customer Name and zoom function for DispatchNo, CallNo, CustomerNo and MailID. [21.03.059, UQ88783115] |
| 5070 | 22.01 | REPORTS | LIVE DATA SOURCES | IMPROVED | Live Data > Live Data Reports > Data Source > LDView_ServiceContract. Added PO Number, PO Name, and PO Expire Date columns to the data set. [21.03.078, UQ93371946] |
| 5071 | 22.01 | REPORTS | LIVE DATA SOURCES | IMPROVED | MD Description, MD Master No, and MD Manufacturer columns added to LDVIEW_ServiceCall from Machine Detail Table. [21.03.081, UQ94277089] |
| 5073 | 22.01 | REPORTS | SSRS | IMPROVED | SSRS Parameter Enhancements. Added ability to utilize Multi-Value Parameters, added ability to utilize Hidden & Internal Parameters. Default values for each parameter can now be saved on a per-user basis by right clicking on the parameter and selecting "Save as Default Value." Date Parameters can now be defaulted to either the current date or, 30, 60, or 90 days in the future. Parameters can now be re-sequenced on the front end. They will be rendered row per row (i.e. the second parameter in the list will be rendered in the first row, right column). [21.03.061, UQ89333930] |
| 5074 | 22.01 | REPORTS | WORKFLOW | FEATURE | Workflow > Workflow Definitions > History Tab > Access Log Grid. Access Log tab added to workflow definition form. This logs when users view workflows, and when they click on buckets in workflows [21.03.040, UQ82056739] |
| 5075 | 22.01 | REPORTS | WORKFLOW | FIXED | Workflows > Workflow Definitions > Search Sales Overview. Sales overview workflow filter now returns results for the selected sales rep. [21.03.020, UQ75326071] |
| 5076 | 22.01 | REPORTS | WORKFLOW | FIXED | Workflow form > Ext menu > Import Workflow XML. Fixed validation to allow apostrophes where filter has a default value that includes apostrophes i.e. 'CONFIRMED' [21.03.022, UQ77103273] |
| 5077 | 22.01 | REPORTS | WORKFLOW | FIXED | Workflow Definitions > Filter Tab. Error caused by tag names containing a space will no longer occur. The upgrade process will attempt to correct any bad tag names. (ex. for user-created workflows). Core workflow filters for Sales Rep, on the Engineering and My Sales workflows have been repaired. A configuration warning check as been added for these. Admins will receive the warning when they login to Q360 if any bad workflow filters exist. A Validation check has been added to the workflow definition save, to prevent further instances of the issue. NOTE: This task is only applicable to QFlows (newer version of workflows). [21.03.042, UQ83371658] |
| 5078 | 22.01 | REPORTS | WORKFLOW | IMPROVED | Purchasing Workflow. Added new bucket "Unverified Order Items." Bucket will show Unverified Order items for STATUSCODE >= APPROVED. [21.03.054, UQ81110994] |
| 5079 | 22.01 | REPORTS | WORKFLOW | IMPROVED | Workflow > Warehouse. Added Internally Shipped bucket to the Warehouse Workflow. This bucket is driven by a new LD Report called Internally Shipped Items. [21.03.084, UQ96123350] |
| 5082 | 22.01 | SALES | CONTACT LIST ADMIN | FIXED | Sales > Customers > Related Companies. When setting up related companies, the relationship field is now populating as the chosen relation type (i.e. DEALER, DIST, etc.) instead of with the customer type for the respective customer. [21.03.057, UQ87904266] |
| 5083 | 22.01 | SALES | FUNNELS | FIXED | Sales > Quick View > Funnel Forecast. "Column name or number of supplied values does not match table definition" error no longer appears when selecting Funnel Forecast. [21.03.048, UQ85883743] |
| 5084 | 22.01 | SALES | OPPORTUNITIES | FIXED | Opportunity > Site Picker Change. Site picker now has a dropdown displaying all sites used by the customer. Users may still use the modal to look up unrelated sites. [21.03.037, UQ81235302] |
| 5085 | 22.01 | SALES | OPPORTUNITIES | FIXED | Site -> Opp Tab -> Green + Button to create new Opportunity. Commission % rates now pull into new Opportunity when created from the Site form. [21.03.058, UQ88644839] |
| 5086 | 22.01 | SALES | OPPORTUNITIES | FIXED | Sales > Opportunities > Doc/User >Add URL (Add a link) Sales > Opportunities > Quotes > Order No > Documents >Incl. Opp checkbox, Sales > Opportunities > Doc/User >Add URL (Add a link) Sales > Opportunities > Quotes > Quote No > Set Quote to Project > Project > Documents >AR Documents checkbox. When adding a URL Link to an opportunity and then opening an order from the quotes tab and adding that link to the order on the documents tab, the doctype is now correct, and no longer prevents the link from opening and downloading as a "com" file instead of opening the URL. [21.03.065, UQ90245613] |
| 5087 | 22.01 | SALES | OPPORTUNITIES | IMPROVED | Added Project field to opportunity tab of opportunity form. Field will display project name and link to project record. Note: field is not editable. [21.03.042, UQ53875236] |
| 5088 | 22.01 | SALES | OPPORTUNITIES | IMPROVED | Sales > Opportunities > Quotes Tab > Link a Quote. Quotes that are already linked to an opportunity will no longer be listed in the pop-up. [21.03.054, UQ79309746] |
| 5089 | 22.01 | SALES | ORDERS | CHANGED | Creating a Dispatch from an Order. SOW on the Order will now be copied to the SOW on the Dispatch. This is config controlled (DISPATCHSOW) ON = SOW displays on Dispatch, Default = OFF. [21.03.048, UQ86020918] |
| 5090 | 22.01 | SALES | ORDERS | CHANGED | Sales > Order > Line Items >Find Product >Add RMA Item. Changed the code in Sale_MasterProduct_Get to handle qty appropriately if the "Product Master" (kit item) checkbox is set to true and to set the qty accordingly if the statusecode is RMA. [21.03.067, UQ90788297] |
| 5091 | 22.01 | SALES | ORDERS | FIXED | On initial load of order form, using search function, added a check to confirm that the selected option is populated, and is never NULL. [21.03.045, UQ81510127] |
| 5092 | 22.01 | SALES | ORDERS | FIXED | Sales > Order. Phone now displays after edit, and when ICO/CCO is created, original phone number is populated. [21.03.057, UQ87231522] |
| 5093 | 22.01 | SALES | ORDERS | FIXED | Sales > Orders > Quotes > Extended Menu > Import Line Item(s). Price level may now be imported. If a profile name is provided, but not a ProfilNo, it will be populated similar to the "Find Product" function. [21.03.060, UQ88270716] |
| 5094 | 22.01 | SALES | ORDERS | FIXED | Order Form > Header Tab. Calculation of the GM% in the order totaling process now pulls currency exchange rate. The field on the Quote and the value shown in the Profit Summary Grid are now in alignment. [21.03.060, UQ89074542] |
| 5095 | 22.01 | SALES | ORDERS | FIXED | Order/Quote Forms > Header tab. Numbers in the profit summary grid on the Header tab are now calculated using the exchange rate that was in effect when the order/quote's numbers were calculated. This is done on the basis of the "Order Date" field for Orders and the "Quote Date" field for quotes. [21.03.061, UQ89801208] |
| 5096 | 22.01 | SALES | ORDERS | FIXED | Quote and Order tables in the database (dbo.Contract for Orders) now have a CurrencyRate column. When the quote or order is totalled, the exchange rate that was used to calculate the numbers on the quote or order is stored in the column. The profit summary first attempts to use this exchange rate when doing its own calculation so the numbers in the grid and on the form itself will remain in sync. [21.03.071, UQ91391508] |
| 5097 | 22.01 | SALES | ORDERS | FIXED | Quote/Order now use correct date for calculation of exchange rates. [21.03.075, UQ91660892] |
| 5098 | 22.01 | SALES | ORDERS | IMPROVED | The prices of order items are now determined based on 2 scenarios: 1.Prices are calculated by the master when there is a bill type, bill type master no, (when the bill type master no does not equal the master no on the contract order), and when the contract order total does not equal bill amount of the service call. 2. If the above conditions are not met the prices are calculated from the contract order instead. [21.03.022, UQ76437404] |
| 5100 | 22.01 | SALES | QUOTES | CHANGED | Sales > Quotes > Edit and save a quote that has criteria to match an auto add rule. Optional items are no longer factored into the auto-add calculation. [21.03.046, UQ82443064] |
| 5101 | 22.01 | SALES | QUOTES | CHANGED | Sales > Quotes > Line Items, Sales > Orders > Line Items. In "Special Edit Mode" (Quotes in APPROVEQ and AUTHORIZED status, Orders in PICKQ, SHIPQ, PARTSHIP, APPROVED) users may now edit special order flag. The usual restrictions on editing this field still apply (cannot be linked to a PO Item, ConSpecOrderEdit_Edit Permission, etc). On Special Edit mode orders, users may now also edit the PO Release date. [21.03.069, UQ90128224] |
| 5102 | 22.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Items > Extended Menu > Import Line Item(s). Import table now accurately reflects imported Quote Line Items Print Flags. [21.03.021, UQ76074089] |
| 5103 | 22.01 | SALES | QUOTES | FIXED | Sales > Opportunities > Quotes Tab > Grid > Link and Unlink extended menus. If a quote linked to an opportunity has an order linked to it, and the quote is unlinked from the opportunity, the order will now properly unlink from the opportunity as well. [21.03.023, UQ77596642] |
| 5104 | 22.01 | SALES | QUOTES | FIXED | Quote Form > Print Icon > Print Quote > Select "Standard Proposal." If the is a value in the Expiry field on the Quote form, it will use that for this date on the proposal. If the Expiry field is empty, it will default to 60 days from the print date. [21.03.023, UQ76244675] |
| 5105 | 22.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Items > Update Group Fields. Vendor code now correctly collecting the list of values for column via index. [21.03.033, UQ80564827] |
| 5106 | 22.01 | SALES | QUOTES | FIXED | Sales > Quotes / Orders > Line Items. Performance for drag and drop grouping functionality greatly improved. Collapsed groups no longer expand automatically after a drag and drop action or upon entering grouping mode. [21.03.035, UQ78818573] |
| 5107 | 22.01 | SALES | QUOTES | FIXED | Sales > Quotes > Line Items > Comment subtab. Line item notes now function properly. Pressing the return key within the field now adds another line to the field rather than exiting out to the next line item. [21.03.039, UQ82444322] |
| 5108 | 22.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Item > Drag and Drop. Line items moved together via drag and drop action will now retain their sequence. [21.03.039, UQ82443353] |
| 5109 | 22.01 | SALES | QUOTES | FIXED | Opportunity > Quote tab. Monetary columns in grid now display currency symbol instead of currency name. [21.03.039, UQ82057489] |
| 5110 | 22.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Item > Drag and Drop. Moving line items via typical drag and drop actions will no longer affect the sequence of the items being moved together. [21.03.039, UQ81962735] |
| 5111 | 22.01 | SALES | QUOTES | FIXED | For a REJECTED quote, the same options that appear for a DATAENTRY quote should appear. [21.03.039, UQ82057072] |
| 5112 | 22.01 | SALES | QUOTES | FIXED | When printing a Quote, underlined text in the SOW will no longer lose the underline. [21.03.040, UQ82690710] |
| 5113 | 22.01 | SALES | QUOTES | FIXED | Quote / Order form > Header Tab > Profit Summary Grid will now use Master Item Type, when found, to accurately reflect summations by ItemType on the Detail Grid, which also uses the Master Item Type, when found. [21.03.045, UQ85054279] |
| 5114 | 22.01 | SALES | QUOTES | FIXED | Sales > Find Product OR Sales > Quotes/Orders > Line Item Tab > Find Product Tab. Customized columns will now display custom values. [21.03.057, UQ87040890] |
| 5115 | 22.01 | SALES | QUOTES | FIXED | Quote form. In the refresh line items modal, the profile dropdown is now filtering by Profile Name. [21.03.067, UQ90559574] |
| 5116 | 22.01 | SALES | QUOTES | FIXED | Sales > Quotes > Print > Standard Proposal. Unchecking the Print checkbox on L type items now removes them from report. [21.03.072, UQ91526190] |
| 5117 | 22.01 | SALES | QUOTES | FIXED | Sales > Quote labor items. Updated procedure to round Qty and Price calculation for L type items. [21.03.076, UQ91393198] |
| 5118 | 22.01 | SALES | QUOTES | IMPROVED | Sales > Quotes > Line Items Tab. Added GP column (permission margin_view). Grid totals (bottom of Ext. columns) now update when editing the fields related to price/cost. [21.03.039, UQ79999827] |
| 5119 | 22.01 | SALES | QUOTES | IMPROVED | Change order reason from a quote is now added to the order upon quote approval for CCO contract types. [21.03.045, UQ81960606] |
| 5120 | 22.01 | SALES | QUOTES | IMPROVED | Sales > Quotes > Search Status Code 'SHIPQ.' "Ship non-part items" on Order Extended menu now works on SHIPQ types orders. [21.03.048, UQ81421122] |
| 5121 | 22.01 | SALES | QUOTES | IMPROVED | Sales >Quotes > Extended Menu > Import Line Item(s). Added ability to import price level and if a profile name is given, but ProfileNo is not, system will populate it (similar to Find Product). [21.03.057, UQ79392793] |
| 5122 | 22.01 | SALES | QUOTES | IMPROVED | Quote > Line Item Tab > Find Product side panel. In advanced search mode, when selecting the 'suggested' items checkbox, alternate item rows now appear light green. Suggested item rows remain as the default color. [21.03.060, UQ89403817] |
| 5123 | 22.01 | SALES | QUOTES | IMPROVED | Standard Quote and Proposal Lump Sum Option. Added parameter "Show Lump Sum Totals Only." If checked, only the totals for each group (depending on grouping option) will be displayed. Added multi-select parameter "Include the Following Sections." This parameter replaces all the "Include... " checkboxes that existed previously and replaces them with a single parameter. [21.03.072, UQ90558537] |
| 5124 | 22.01 | SALES | QUOTES | IMPROVED | Sales> Quote > Extended Menu > Get Finance Options. Finance Maintenance Check will now show amount when unchecked and rechecked. Maintenance Type can now be adjusted to use a value other than TPM such as TFT, None, TPY, PFT, PPM, PPY. [21.03.076, UQ92172892] |
| 5125 | 22.01 | SALES | SALES BOOKINGS | FIXED | Dashboards > Sales Opportunities, Dashboards > Sales Bookings. Filters now have multi-select capability. [21.03.068, UQ87350002] |
| 5126 | 22.01 | SALES | SALES BOOKINGS | IMPROVED | Sales > Quick Views > Sales Booking. Saletype, Sales Rep, Company, Branch, and Department now allow multiple selections. [21.03.055, UQ83479700] |
| 5127 | 22.01 | SALES | SALES BOOKINGS | IMPROVED | Graph Sales Booking Details. Report will return information for orders which have passed in a sales rep as the signified person for Sales Rep, Alt Sales Rep or Sales Rep 3, which will give a better idea of the sales person's involvement, rather than just listing orders on which the rep is the Primary Rep. [21.03.061, UQ89802203] |
| 5128 | 22.01 | SALES | SALES FORECAST | IMPROVED | Sales > Quick Views > Sales Forecast. Won / Lost date column has been added to Sales Forecast grid. [21.03.030, UQ79780393] |
| 5129 | 22.01 | SALES | SALES FORECAST | IMPROVED | Added a "Strict Mode" for branch select inputs. Only currently enabled on the branch component. The component will automatically revert to blank/ALL if its current value is no longer valid after the list refreshes. This will not occur if the input is in a read-only state. Various paths including Sales > Quick View > Sales Forecast > Filter Panel. [21.03.048, UQ85602778] |
| 5130 | 22.01 | SALES | SALES FORECAST | IMPROVED | Sales Forecast Report. Added new columns: QuoteAmt, QuoteCost, QuoteGP, QuoteGM, EquipAmt, EquipCost, EquipGP, EquipGM, LaborAmt, LaborCost, LaborGP, LaborGM, LaborHrs, SubcontAmt, SubContCost, SubContGP, SubContGM, OtherAmt, OtherCost, OtherGP, OtherGM, QuotedRMR. Data includes all quotes that are not Converted. Data excludes any quote that is flagged as Optional Quote. Data excludes any line item that is flagged as Optional. [21.03.065, UQ87787617] |
| 5131 | 22.01 | SERVICE | CALLS | CHANGED | When calculating Actual Invoiced field from call profit, the Foreign Exchange (FX) rate will pull from invoice CurrencyRate field. [21.03.058, UQ88033308] |
| 5132 | 22.01 | SERVICE | CALLS | FIXED | When printing a call report, the generated tab now appears as CALL_[callNo]_[printed_date_and_time] the generated file name when clicking the Download button would appear as CALL_[callno] [21.03.023, UQ77197906] |
| 5133 | 22.01 | SERVICE | CALLS | FIXED | When billing a service call, the correct rate will now be determined from tables in the following order: SpecialPrice > MasterPrice > MasterProfile > MasterByBranch > MasterByCompany > Master. [21.03.029, UQ79309021] |
| 5134 | 22.01 | SERVICE | CALLS | FIXED | Call form > Extended Menu > Preview Invoice. Ship Companies over 50 characters will no longer prevent user from previewing invoices on calls for that company. Character limit has been increased to 100 characters. [21.03.030, UQ79394492] |
| 5135 | 22.01 | SERVICE | CALLS | FIXED | Inventory > Help Desk > Call with Bill type Fixed > Ext Menu > Preview Billing. Preview Billing no longer allowed on closed service calls. [21.03.034, UQ80454801] |
| 5136 | 22.01 | SERVICE | CALLS | FIXED | Service > Help desk > Pop out window. Service calls in single page mode can now be saved and will no longer produce "customer not found error." [21.03.036, UQ81116022] |
| 5137 | 22.01 | SERVICE | CALLS | FIXED | Create Call > Company. When creating a call, if user lacks company access, the call will be created using user's primary CompanyNo from user maintenance record. [21.03.036, UQ81112498] |
| 5138 | 22.01 | SERVICE | CALLS | FIXED | Service > Help Desk > Call Tab. If a product is chosen that has "Multi Site Flag" checked, when user changes the site, they will no longer be prompted to move product to site. [21.03.055, UQ87457436] |
| 5139 | 22.01 | SERVICE | CALLS | FIXED | Service Calls created from external portal will now be created with the correct Company No. Calls will now utilize the Company No and Branch from the customer with which the External User is associated. [21.03.076, UQ93105776] |
| 5140 | 22.01 | SERVICE | CALLS | IMPROVED | Customer Form > Service Calls Tab. Procedures that return active calls, inactive calls, and calls by customer can now be manipulated by Developers using an After_ procedure. The Active_Calls form can also be reached using the Quick Launch bar when logged in as an external user. [21.03.027, UQ78672022] |
| 5141 | 22.01 | SERVICE | DISPATCH Q | FIXED | Service > Generate Recurring Dispatches > Error Handling. Error messaging now displays properly and invoice to error message is updated to indicate where the incorrect invoice site is coming from. [21.03.076, UQ93108310] |
| 5142 | 22.01 | SERVICE | DISPATCH Q | IMPROVED | Dispatch Event form. Help Desk > Add Manual Event. The "Public Flag" can now be saved as a default for new events by r.click on Public Flag checkbox > Save Default For New Events. If no default is saved, adding new manual events will use the public flag defined on Company Administration > Misc Tab > Help Desk Def Pub field. If a default is saved, adding a new manual event will default to the user's preference. [21.03.044, UQ84121986] |
| 5143 | 22.01 | SERVICE | DISPATCH Q | IMPROVED | Dispatch Q. Added Access Info Icon to grid columns. [21.03.047, UQ85666903] |
| 5144 | 22.01 | SERVICE | DISPATCH Q | IMPROVED | Dispatch Events. Type field is now a drop down. [21.03.084, UQ96125496] |
| 5145 | 22.01 | SERVICE | PRODUCT | FIXED | Service Call > Parts Tab > Line Items Sub-Tab > Extended Menu > Cancel Selected Items. System no longer allows a user to Cancel an item from a Service Call, if the contract item has been picked. [21.03.031, UQ79394642] |
| 5146 | 22.01 | SERVICE | SERVICE CONTRACTS | CHANGED | Service Drop Down > Help Desk. Coverage Hours field on help desk (bottom of Service Contract Details form) now displays the linked Service Contracts Service Coverage title instead of Timezone title. [21.03.061, UQ89545321] |
| 5147 | 22.01 | SERVICE | SERVICE CONTRACTS | CHANGED | Project > Extended Menu > Create Warranty Service Contract. Changed to include products consolidated into a product from the lower extended menu, and any Q/A type items that were not consolidated into a separate product, in addition to any warranty line items that were not already used to spin off into a service contract. [21.03.069, UQ91060625] |
| 5148 | 22.01 | SERVICE | SERVICE CONTRACTS | FEATURE | Activity created from a Service Contract via the activity grid will now have a link type of SERVCONT and the Contract No of the parent Service Contract as the Link No. [21.03.021, UQ76596845] |
| 5149 | 22.01 | SERVICE | SERVICE CONTRACTS | FEATURE | Added a 'Print Flag' column to the Service Contract > Line Items grid. This column is editable both directly and through extended menu option. When printing a Service Contract, only items flagged with the Print Flag will display on the printed Service Contract. After billing a Service Contract, the resulting invoice will retain the Print Flag values for each Line Item on the new Invoice. When printing the resulting Invoice, only items flagged with the Print Flag will display on the printed Invoice. When creating a Service Contract from Order or Project, Print flags will be inherited. [21.03.023, UQ74640865] |
| 5150 | 22.01 | SERVICE | SERVICE CONTRACTS | FEATURE | Service Contract. CompanyNo input will now be validated for calculated Branch, and change CompanyNo to a valid selection when required. [21.03.051, UQ86494711] |
| 5151 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | When DEFAULTSERVICEMASTER config is set, upon saving, this default will be used as the service master for the line items with 0 price and no service master. Default config for this option is BLANK. After saving, the account for this line will also be populated. [21.03.023, UQ76072537] |
| 5152 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contracts now pull Sales Reps 1-3 and the Commission Percent 1-3 from the Project when created from a Project. [21.03.031, UQ79781301] |
| 5153 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Order > process button > Confirm/Approve > Answer yes to prompt to create service contract. Order > Extended menu > Create warranty service contract. Warranty service contract created from order will now inherit CompanyNo from the order. [21.03.045, UQ76436684] |
| 5154 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Ext Menu > Invoice Block. Invoice created now populates Sale Type from Service Contract. [21.03.048, UQ85883011] |
| 5155 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contract > Service Contracts > Print Button will now only print the lines of the Service Contract and ignore product details that have no machine record. [21.03.048, UQ84950993] |
| 5156 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Project > Extended Menu > Create Warranty Service Contract. Upon creation, Service Contract Total will be checked. If SubTotal is zero, contract will be created, but not billed. Price will no longer be multiplied by Qty twice. [21.03.059, UQ88150686] |
| 5157 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Project > Ext Menu > Create Warranty Service Contract. Ship site now carries over to service contract created from project. [21.03.062, UQ89907834] |
| 5158 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | When creating a service contract from an order, order title will now carry over to the service contract title. [21.03.068, UQ90912810] |
| 5159 | 22.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service > Recurring Dispatch > Frequency Field and Service > Service Contract > Bill Frequency Field. Added BIWEEKLY option. [21.03.027, UQ78454320] |
| 5160 | 22.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contracts. Ship Site no longer producing an error on Save when designated as a mandatory field (Maintenance > Admin > Data Dictionary). [UQ99311740, 22.01.003] |
| 5161 | 22.01 | PROJECTS | COGS | FIXED | Projects > Post COGS for All Projects. Will now ignore Invoice Release Date when posting COGS on line items and post if other criteria is met. [UQ94411676, 22.01.003] |
| 5162 | 22.01 | PROJECTS | REVENUE | CHANGED | Projects > Post Revenue for All Projects. Project Revenue will now exclude template projects. [UQ94412122, 22.01.003] |
| 5163 | 22.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data Reports > Combined Income Statement. The detail report now respects the start/end dates passed in from the Combined Income Statement report. [UR695742, 22.01.003] |
| 5164 | 22.01 | ACCOUNTS RECEIVABLE | INVOICES | CHANGED | Accounting > Accounts Receivable > Print Invoices. When printing invoices (Extended Menu > Print Selected Invoices) the merge checkbox has been removed and replaced with a dropdown menu. The Dropdown has the following 3 options: Merge All Into Single File - all selected invoices will be merged and 1 PDF will be downloaded, Merge By Customer/Type - 1 pdf will be downloaded per row in the preview modal grid. This is the same functionality that previously existed when checking the Merge checkbox, and Don't Merge - 1 pdf will be downloaded per row selected in the original grid. Nothing will be merged. This is the same functionality that previously existed when not checking the Merge checkbox. Note: The dropdown only applies when printing invoices, emailing invoices still uses the Merge checkbox. [UR1887571, 22.01.003] |
| 5165 | 22.01 | REPORTS | SSRS | FIXED | SSRS Report Parameter sequencing is now correct when a report has more than 9 parameters. [UR4968447, 22.01.003] |
| 5166 | 22.01 | GENERAL | FIXED | When changing sub task assignee, the Outlook event for the original assignee now properly clears. [UR529125, 22.01.003] | |
| 5167 | 22.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | If a field does not exist on a form, or is hidden or disabled, the form will not enforce the 'mandatory' setting and prevent the user from saving their changes. [UR6392328, 22.01.003] |
| 5168 | 22.01 | GENERAL | PHP | FIXED | Check Register form now compatible with both PHP 7 and PHP 8. [UQ97490460, 22.01.003] |
| 5169 | 22.01 | GENERAL | GRIDS | FIXED | Line Item Grids with a "Seq" / "Line No" column that is editable. Ex. Quote > Line Items. Order > Line Items. Upon filtering, inserting or deleting an item, the grid will now re-sequence properly upon refresh. [UR4351793, 22.01.003] |
| 5170 | 22.01 | GENERAL | MOBILE TECH | FIXED | MobileTech App > Drill into Call > Move parts into Pending > Hit Complete/Tech Done button. Calls now properly update with parts. [UR7687053, 22.01.003] |
| 5171 | 22.01 | GENERAL | CHANGED | Microsoft will be disabling support for basic authentication throughout Fall/Winter of 2022. Customers using Office365 must upgrade to Modern Authentication (such as OAuth). Q360 Webmail features will all now support OAuth tokens instead of using email passwords directly. Once set up, there should be no difference in Q360 functionality. The requirement to "Update Email Password" is replaced by "Authorize Email" for things like calendar integration or having sent emails show up in the sent folder in outlook, etc. Customer Setup Requirements: Register "Q360 Webmail" application with Azure. Specify a redirect URL for EACH environment (test, train, prod). Specify at least one client secret, you can use one per environment or share between environments. Fill in under API Configuration form, the app id provided by azure, and the client secret. NOTE: Detailed instructions are built into the API Config form, OAuth tab. [UR356950, 22.01.003] | |
| 5172 | 22.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Improved procedure Get_OrderItem. This procedure retrieves the detail lines for Quotes and Orders. Speed Improvements. [UR5604652, 22.01.003] |
| 5173 | 22.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Projects > Projects > Extended Menu > Closing Project Entry. When closing a project the system will now properly allocate the appropriate and reverse revenue entries with appropriate debit and credit. [UR6388507, 22.01.003] |
| 5174 | 22.01 | GENERAL | IMPROVED | Email Account Admin > Email Queue setup. If the CompanyNo and Branch values are left blank the system will assign the Company No and Branch to the Received Email based on the associated contact pulled from the email address. If the CompanyNo and Branch are defined in the Email Account Admin setup, those values will be used and assigned to the received email regardless of sender CompanyNo/Branch. [UR7669493, 22.01.003] | |
| 5175 | 22.01 | PROJECTS | MATERIALS | CHANGED | Project Material Grid. For contract items linked by CO to contract items, if statuses are SHIPPED and RETURNED, and the sum is zero, the item will not appear in the grid unless "show all" is checked. [UQ93207949, 22.01.003] |
| 5176 | 22.01 | INVENTORY | PURCHASE ORDERS | FIXED | Previously on PO Receipt of non-Q/A type items the system would update the LASTCOST value of the master based on the order items conitemno value instead of the Cost price on the PO itself. This has been updated for non-QA types to reflect the cost price on the PO itself. Min/Max values were also updated, fixes to them can be corrected via a call with CustomerCare if required. [UR3508526, 22.01.003] |
| 5177 | 22.01 | PROJECTS | REVENUE | CHANGED | BI Invoice Records has been renamed Invoice Record Analysis. Project Profits will now be calculated at run time. [UQ97295265, 22.01.003] |