Published: April 05, 2022
Updated: August 2, 2022
Build range: 22.01 (21.03.020 – 21.03.084)

Release Notes v22.01
[What’s New v22.01] for feature highlights.

Advisories

Version 22.01 

• Caption changes that are based on the Data Dictionary default labels will be overwritten. Please contact Customer Care if you wish to preserve custom captions for this upgrade.
• Grids with custom checkboxes on the grid header need to be updated to the new code format.
• User will no longer be able to create PO’s and Vouchers against a company to which they have not been granted explicit access.
• 2021 1099 NEC Reports have been modified and 2020 reports re-added.
• Posting an invoice now requires a new permission – POST (Exec). Previously, INVOICE (Edit) was the permission.
• To enable Background Job feature on a database, a setup script must be run once to configure the BACKGROUNDJOB_OWNERID config item, and to create a SQL Agent Job Category for that database. The OwnerID should be the SQL User that connects the web client to the database, and that user must be granted: Server > Security > Logins > The Web Client User (Q360WEB) > User Mapping > msdb > SQLAgentUserRole.
• PO behavior has changed.  PO’s may no longer be linked manually to Projects–an order must be created first.  Additionally, Linking A or Q type PO items manually to Calls or Service Contracts is no longer allowed–an order must be created first.
• Webmail enhancements in v22.01 are intended to replace functionality previously provided by custom Q360 Exchange/Calendar Integrations.

Deprecated:

• The Asset Barcode templates (ABARCODE) have been deprecated (web).
• Check Register and Check Register by Vendor Live Data Reports are deprecated. This information is still stored in the Check Register form and Vendor Remittance is available via path: Check Register > Grid Ext Menu > Print / Email.
• 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.
• 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.
• Master Invoice Summary and Master Invoice Detail are deprecated. The Master Invoice Detail and Master Invoice Summary templates have been consolidated into a single template, the Standard Master Invoice Template, and the formats may be selected via a parameter.
• The Standard Project BOM with Prices template is now deprecated. It will not be included in new installs, however, deprecated reports are not removed during the update process, therefore it will still exist for customers who are updating and already have it.

Other important changes

Highlights
Permissions
Config Data Changes
General Code Changes

Highlights

• Various live data sources for LD reports will now support “Customize Grid”
• Various grids are now customizable
• Webmail now allows for multiple signatures
• Background Jobs

Permissions

• CONSPECORDEREDIT. Edit permission now allows edits to special order flag while in “Special Edit Mode.” Sales > Quotes > Line Items, Sales > Orders > Line Items. Note: All other restrictions on editing this field still apply.
• Added permissions GRIDEXPORT and SQLEXPORT to External Users permissions list. View permission allows for assigning the permissions to export from standard grids and from Live Data (sqlreport) grids.
• HREMPSCHED. View permission.
  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.
• Added permission MARGIN. View permission allows visibility of GP column on Sales > Quotes > Line Items Tab.
• Added permission POST. Exec permission required for posting an invoice. The INVOICE (Edit) permission is no longer required.
• Added permission SITE. Create permission allows Site creation from the customer form, changes to the form and save capability, but unless user also has SITE (Edit) permission, they will not be able to edit a previously existing site.
• TBINVEDIT. Edit permission now allows editing of Start Date, End Date, Timebilled, and Description fields on Time Log grid. Note: All other Timebill rules apply.
• Timebill Post Q permission TBPOST (Exec) has been changed to TBPOST (View) to view form. Note: Everything on the page EXCEPT viewing the form itself will still require permission TBPOST (Exec).
• Added TIMEBILLDB. Allows double time billings for TECH type users.
• Added permission check to the Extended menu item in JS for ‘Insert Project Template.’ The procedure called also checks for permissions.

Config Data Changes

• Added DEFAULTSERVICEMASTER option for Service Contracts
  • Options are any Service Master, Default = blank.
  • Stores a default Service Master for Service Contracts.
  • Default will be used as the service master for line items with zero price and no service master.
  • Upon saving, the account for this line will also be populated.
• Added DISPATCHSOW to copy SOW to Dispatch created from an Order
  • Options are ON, OFF. ON = SOW will be copied to Dispatch created from an Order.
• Added EMAILENGINE, ConfigValue3: Alternate DirectorURL for redirecting webmail
  • When config value 3 is populated, direct requests for WebMail will be redirected to the indicated director URL.
  • Note: 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.
• Added EXCHANGE_CAL_SYNC
  • Options are ON, OFF. Defaults to ConfigValue1: OFF, ConfigValue2: OFF.
  • When 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.
  • 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.
• Added EXCHANGE_CAL_SYNC_MAXDAYS for filtering syncing results
  • Options are integers greater than 0. Default = 400.
  • Only calendar events that are no older than EXCHANGE_CAL_SYNC_MAXDAYS days will be synced into the database.
• Added EXCHANGE_SHOW_LOCATION (default ON) and EXCHANGE_SHOW_SUBJECT (default OFF) to Resource Console User Preferences.
  • When these configs are turned ON, an equivalent user preference is enabled. Note: User must still go to User Menu > User Preferences > and Enable the setting.
• Added INPUTDATETIME_AUTODETECT_TZ_COLUMN as hook for custom timezone solutions
  • Options are ON (default), OFF. ON = If a column with a name matching a datetime column + ‘_TZ’ exists, a time zone input will automatically display on the form.
  • Note: There is no actual change in the core product at this time.
• Added NOTIFICATION_FREQUENCY
  • Allows user to change the notification polling frequency, or set it to blank or 0 (off).
  • Default: 30 (seconds).
• Added PASSWORDEXPIREDAYS for password expiration feature
  • Options are integers greater than 0 (default).
  • When this config is active, passwords will expire for internal users.
  • When logging in, if user is within final 5% of days before expiry, user will be warned (web client only).
  • Mobile Tech – 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 or user type Q360API. If config WEBLDAPSIGNON is ON, the expire config will not be used.
• Added POSYNCETADATESDEFAULT to control the default value for new Purchase Orders sync ETA dates flag (on PO header)
  • Options are Yes (default), No. Yes = sync flag checked by default.
  • Sync flag will set ETA date automatically to PO Expected Delivery Date when saving a purchase order.
• Added PROJECTTRANSFERSALESOPPLABOR for linking Sales Opportunity labor to Projects
  • Options are ON, OFF (default). ON = 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.
• Added RDLHEADERBGCOLOR and RDLHEADERTEXTCOLOR
  • Allows setting customer specific header colors that will be applied to all core reports or any report customized to support them.
  • Default values are: RDLHEADERBGCOLOR #000000 (Black), RDLHEADERTEXTCOLOR #FFFFFF (White)
  • User set up and utilization instructions have been added to SSRS Standards section of Help Center.
• Added TWOFACTORALLOWEMAILINTERNAL to enable email delivery of Two Factor Authentication code (internal users).
  • Options are ON (default), OFF. ON = email delivery for the 2FA code is enabled. OFF = users must select text message or some other delivery option.
  • Note: When turned OFF, this setting can be overridden on a per-user basis through user maintenance form “Allow 2FA Email”
• Added TWOFACTORALLOWEMAILEXTERNAL to enable email delivery of Two Factor Authentication code (external users)
  • Options are ON (default), OFF. ON = email delivery for the 2FA code is enabled for external users. OFF = external users must select text message or some other delivery option.
• Added ULORDERCOMMISSION for commission calculation of unlinked (manual / boxed) orders.
  • Options are ON, OFF (default). ON = Unlinked orders will be processed similarly to other commission items. OFF = Unlinked orders will be skipped.
• Added WEBMAIL_DELAYEDDELIVERY to delay outgoing emails for post by a SQL Agent Job
  • 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.
• Added WEBMAIL_OUTBOUND_DOMAIN to allow outbound emails only if the “from” domain matches the config domain
  • Default value: (blank). When blank, there will be no effect.
  • When populated, outbound emails will only send if the “from” address uses one of domains listed in this config.  If any other domain is used, an error message will appear.
• Added WEBMAIL_SYNC_LDAP_PASSWORD for linking email password to login screen password
  • Options are ON, OFF (default).
  • ON = Upon logging in to Q360, the user’s “email password” will be updated to the value used on the login screen.

General Code Changes

• Changed EMPSCHEDT>Code Value 6>”Show Comment” impacting 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.  Note: 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.