Release Notes v22.02

Version 22.02 will not ship with a Windows Desktop Client.
Version 22.02 will not support the Q360SERVER email engine. The replacement for this is WEBMAIL (available in v21+).
The recommended SQL Server version for Q360 v22.02 is SQL Server 2017 or greater with a minimum SQL compatibility level of 140. The minimum requirement for Q360 v22.02 is SQL 2016 with a compatibility level of 130.

Published: May 2, 2022
Updated: February 15, 2023
Build range: 22.02 (22.01.100 – 22.01.178, 22.02.002)

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

For the previous major releases, see What’s New v22.01 and What’s New v21.03.

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wdt_ID	Version	Category	Context	Type	Description
5955	22.02	ACCOUNTING	AGED AR	FIXED	Accounting > Accounts Receivable > Invoices > Extended Menu > Post Invoice. If invoice tax applicable is linked to a service like SureTax or Avalara and an error occurs, Post status will only be undone if the invoice was rolled back to Unposted status. [22.01.123, UR6838717]
5956	22.02	ACCOUNTING	AGED AR	FIXED	Accounting > Quick Views > Aged AR and Accounting > Quick Views > Aged AP. Grids now displaying two decimals. [22.01.124, UR5602519]
5957	22.02	ACCOUNTING	AUTO ADD RULE	FIXED	Sales > Quote AND Accounting > Admin > Auto Add Rule Admin. Auto Add Rule calculations have been corrected. [22.01.157, UR16940874]
5958	22.02	ACCOUNTING	BALANCE SHEET	FIXED	Accounting > Reports > Balance Sheet. Headers will now display as expected. [22.01.124, UR6672164]
5959	22.02	ACCOUNTING	BANK REC	FIXED	Accounting > Bank Reconciliation. Previously, some transactions were reverting to un-reconciled state upon SAVE. Added a parameter to remove leading spaces to resolve this. [22.01.131, UR10737318]
5960	22.02	ACCOUNTING	BUDGET	FIXED	Accounting > Budgets > Define Budgets > Load a Budget > Accounts Tab > Grid Add Button. The Add Button options now work as expected. [22.01.151, UR16799659]
5961	22.02	ACCOUNTING	COGS	FIXED	If the user does NOT have PROJCOST & PROJLBRCST permissions: Prevent user from drilling into the detail of Actual Labor Cost and prevent user from drilling into the detail of Earned Labor Cost. [22.01.115, UR2682456]
5962	22.02	ACCOUNTING	COMMISSIONS	CHANGED	Booking commission advice records. It is now possible to create commission advice records for projects with a negative or $0 profit margin. [22.01.148, UR13840108]
5963	22.02	ACCOUNTING	COMMISSIONS	FIXED	Accounting > Commissions > Commission Rate Maintenance. The Commission Rate Maintenance now allows two plans in non-overlapping periods to be assigned to the same sales rep. [22.01.105, UQ98130659]
5964	22.02	ACCOUNTING	COMMISSIONS	FIXED	Accounting > Commission > Commission Export. Credit memos for ORDER type records now work like CONTRACT record type and should determine commission amount and gross profit based on percent of the invoice total and order total. [22.01.133, UR11371510]
5965	22.02	ACCOUNTING	COMMISSIONS	FIXED	Accounting > Commissions > Commission Export. Commission Rate now properly appears on Order type records. [22.01.133, UR11371135]
5966	22.02	ACCOUNTING	COMMISSIONS	FIXED	Accounting > Commissions > Commissions Export. Previously, when selecting an 'As Of' date in the past (on the flyout filter), the grid would still return results later than the 'As Of' date selected. Selecting this filter no longer produces erroneous results. [22.01.148, UR15863760]
5967	22.02	ACCOUNTING	COMMISSIONS	FIXED	BOOKING Commission Advice Records now have appropriate Customerno and CompanyNo assigned. [22.01.148, UR18913411]
5968	22.02	ACCOUNTING	COMMISSIONS	FIXED	Increased allowable Commission Advice Title length to 254 characters to match the Order / Quote / Project titles and prevent termination. [22.01.165, UR18733648]
5969	22.02	ACCOUNTING	CURRENCY ADMIN	CHANGED	Currency symbol will display an * on grand totals and grouping subtotals if they contain multiple currency symbols. [22.01.175, UR19327710]
5970	22.02	ACCOUNTING	FISCAL CALENDAR	FIXED	Previously, when a Gap in the fiscal calendar existed, the Income Statement and Balance Sheet Quick Views would throw a NULL value error instead of reporting the actual issue. The Income Statement and Balance Sheet Quick Views now give appropriate error messages stating that Company X has an inappropriate Fiscal Calendar and denotes the date where the gap is for easy locating and rectification of the issue. [22.01.113, UR3099260]
5971	22.02	ACCOUNTING	FIXED ASSETS	FIXED	Accounting > Admin > Asset Depreciation Schedule > Green Add Icon. Success message now functions properly. The message will appear for a few seconds only, before the form refreshes. [22.01.149, UR16418457]
5972	22.02	ACCOUNTING	GENERAL LEDGER	FIXED	Account select component (Quote/Order/Invoice item > Details subtab) will no longer return Inactive GL accounts. [22.01.118, UR3988916]
5973	22.02	ACCOUNTING	GENERAL LEDGER	FIXED	Voucher line item GL account will no longer be editable for "Q" or "A" type masters. [22.01.124, UR7773178]
5974	22.02	ACCOUNTING	GENERAL LEDGER	FIXED	Accounting > General Ledger > Enter Journal Transaction. The Q360 dialog prompt pops up instead of the browser dialog. Search for Entry > Edit Mode > GL Journal Entry Grid > Select BOTH Line Item > Delete Button(On Grid) > On Save > Q360 prompt will appear asking to confirm "Are you sure you want to delete this entry?" Clicking Yes will delete the entry and Save. Clicking No will show a warning ('Delete Cancelled') and Will NOT Save. [22.01.157, UR17213744]
5975	22.02	ACCOUNTING	GENERAL LEDGER	IMPROVED	User will now receive error notifications if they attempt to delete, add or edit a GL entry where GL entry is made against a closed Project i.e. in POST state. The GL Entries will revert to original values if the user attempts to change the GL Entry values against a closed project. Note: No error or warning will be presented if NO other conditions or issues arise (i.e. If the user does not add/delete entries or cause an imbalanced GL Voucher as a result of their edits or the auto-reversal). [22.01.120, UR3802185]
5976	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Live Data > Accounting > Income Statement with SubAccounts. Added a
5977	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Accounting > Reports > Income Statement. Added decimals in all Income Statements. [22.01.114, UR3990793]
5978	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Accounting > Income Statement. When "Include Zero Balance" is not checked - Now accounting for all months and only removing the category if all 12 months for that category equate to zero individually. Previously, certain categories were excluded if total monthly activity totaled zero. [22.01.136, UR12316559]
5979	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Live Data > Accounting > Combined Income Statement Detail. Report will now handle circumstance where category AND description AND group title are left blank on the report. [22.01.153, UR17147768]
5980	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Accounting > Reports > Income Statement. Fixed duplicate entries issue. [22.01.153, UR17101805]
5981	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	When drilling into a value in the YTD column of the Combined Income Statement live data report, the subsequent report that opens shows the appropriate detail rows. [22.01.153, UR16939921]
5982	22.02	ACCOUNTING	INCOME STATEMENT	FIXED	Quick Search > Income Statement Designer. The Q360 dialog prompt pops up instead of the browser dialog. Edit Mode > Select Header > Details > Delete Selected Item(s) > Q360 prompt will appear asking to confirm "This will remove category "-ItemCategory-" from all "Totals". Continue?" Clicking Yes will remove the category from all "Totals." Clicking No will remove the category. [22.01.157, UR17408253]
5983	22.02	ACCOUNTING	MONTH END	FIXED	Accounting > Month End > Post Pre-Paid Expenses. Previously, pressing the OK button while posting would produce a duplicate expense. Ok button may no longer be clicked while an expense is posting. [22.01.133, UR11016952]
5984	22.02	ACCOUNTING	MONTH END	FIXED	Accounting > Month End > Post Service Revenue. When REVENUEDEFERMETHOD config setting is set to DAILY and calculated deferred amount is greater than deferred balance, the remaining revenue will be recognized even if the days are not over and the period has not ended. [22.01.164, UR18360195]
5985	22.02	ACCOUNTING	MONTH END	IMPROVED	Accounting > Month End > Month End Reconciliation. Added requested line, Block Suspense, to the Month End Reconciliation form. [22.01.122, UR4975211]
5986	22.02	ACCOUNTING	MONTH END	IMPROVED	Accounting > Month End > Month End Rec AND Live Data > Live Data Reports > Vendor Deposits Sub-Ledger. Added the Vendor Deposits Sub-Ledger Live Data report (Q0335) and added Vendor Deposits to Month End Reconciliation. [22.01.144, UR8148384]
5987	22.02	ACCOUNTING	PREVAILING WAGE	IMPROVED	Accounting > Admin > Prevailing Rate Admin sub tabs. Added column definitions to include SiteNo and ProjectNo columns on respective sub tab grids. [22.01.100, UQ94276179]
5988	22.02	ACCOUNTING	TAX	FIXED	Modified tax_save to round tax amount field from 4 to 2 decimals. Not visible on front end. [22.01.119, UR4970884]
5989	22.02	ACCOUNTING	TAX	FIXED	Sale > Quotes, Sale > Orders, Accounting > Service Contracts > Service Contracts, Service > Service Contracts, Accounting > Aged Receivables > Invoices. When using a third party tax service like avalara or suretax, when a quote, order, service contract or invoice is produced, a new lookup of tax applicable code is done. [22.01.120, UR5490251]
5990	22.02	ACCOUNTING	TAX	FIXED	Using TaxJar to calculate tax no longer results in an error. [22.02.002 UR23632264]
5991	22.02	ACCOUNTING	ZIP TAX	FIXED	Accounting > Admin > Zip Tax Admin. Added grid refresh functionality on save/reset from edit mode. [22.01.117, UR4408631]
5992	22.02	ACCOUNTING		FIXED	Accounting > Report > Billing Projections. ALL selection now includes the results of all selected companies per the date. [22.01.108, UR530008]
5993	22.02	ACCOUNTS PAYABLE	AGED AP	FIXED	Accounting > Quick Views > Aged AP. Data between the Total columns (at the bottom of the report) and what is displayed in the grid is now consistent when filtering by Due Date. Vouchers will be sorted by timeframe categories based on the difference (in days) between the due date and the selected filter date. Summary Periods at the bottom of Aged AP grouped and accounted for Vouchers based on the value of the Absolute value of Filters "As Of Date" - Voucher Due Date As a result, if a Voucher Due Date was in the Future of 45 days it would appear in the "31 to 60" summary and filter when it should appear in the Current period instead. This has now been fixed so Future Dated Vouchers will have a days old value of 0 and report in the CURRENT section and filter. [22.01.105, UQ98260912]
5994	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > Accounts Payable > Quick Views > Check Register > Ext Menu > Email Vendor Remittance. Added contact email address if email address does not exist on the report template, and fixed report to accept customerno as a parameter. [22.01.124, UR5778104]
5995	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > Accounts Payable > Quick Views > Check Register > Print Vendor Remittance. Remittance to Print now filters on dates selected within Check Register form and respective grid will organize rows based on selected dates and checks. Printed report now takes in date as a parameter. [22.01.136, UR11114125]
5996	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > Accounts Payable > Quick Views > Check Register form now loads as expected. [22.01.144, UR15200031]
5997	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > AP > Quick Views > Check Register > Email Selected Reports > Ensure "Auto Send" is checked. Now correctly displays a success box that reads "Emails sent" when the process was successful and emails were sent. [22.01.145, UR15308131]
5998	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > Accounts Payable > Quick Views > Check Register. Previously, when emailing a check/ACH for a Payee with a CustomerNo that begins with a number, the process would fail. Fixed order of xml data sent so the first character of the filename node is always a letter and print failure does not occur. [22.01.146, UR15533372]
5999	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Previously, calculation of amount was changed to only report the value on the check. Update reverts the calculation to the older method which reports the amount in the Journal (if entries exist) or the amount on the Check (if nothing was written to the Journal). [22.01.170, UR19045436]
6000	22.02	ACCOUNTS PAYABLE	CHECKS	FIXED	Accounting > AP > Quick Views > Check Register. Voided checks will now display when the "Include Void Payments" box is checked. [22.01.174, UR19801932]
6001	22.02	ACCOUNTS PAYABLE	DIRECT PAYMENTS	FIXED	Accounting > Accounts Payable > Direct Payments (Extended Menu). Users are now prevented from selecting a Payment Method and proceeding with generating the ACH file if one of the Vouchers will cause errors on posting. This will prevent Vouchers that eventually error from being on the ACH File. Additionally, added ability to display multiple error if necessary. [22.01.126, UQ85054971]
6002	22.02	ACCOUNTS PAYABLE	DIRECT PAYMENTS	FIXED	Accounting> AP > Direct payments (after processing). After processing a direct payment the manually entered (while processing) reference number is now being saved properly and will be placed in the column under customer/vendor invoices tab on the Customer form. [22.01.129, UR10070895]
6003	22.02	ACCOUNTS PAYABLE	DIRECT PAYMENTS	FIXED	Accounting > Accounts Payable > Direct Payments. Changed grid to prefix the amounts with the currency type that is set on the corresponding voucher. [22.01.133, UR10200678]
6004	22.02	ACCOUNTS PAYABLE	PURCHASE ORDERS	FIXED	Accounting > Accounts Payable > Work Queues > PO Receive Q. Documents now load properly when clicking the Documents sub-tab. [22.01.101, UQ92173673]
6005	22.02	ACCOUNTS PAYABLE	PURCHASE ORDERS	IMPROVED	Accounting > Accounts Payable > Purchase Orders > Search. When searching for Purchase Orders, the results will now be sorted by AddDate in descending order. This ensures that when doing an unfiltered search, the most recent 500 records will be returned. [22.01.129, UR10325424]
6006	22.02	ACCOUNTS PAYABLE	VOUCHERS	CHANGED	Voucher > Ext Menu > Import Line Item(s). Q and A type masters can no longer be imported using the extended menu option. A warning will appear on the import preview modal if this is attempted. [22.01.100, UQ96289382]
6007	22.02	ACCOUNTS PAYABLE	VOUCHERS	FEATURE	Added the ability to create and process Vendor Deposits. [22.01.149, UQ97737031]
6008	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Accounting > Accounts Payable > Bill Recurring PO's. Included blank item types for when a Voucher is created from the PO. Changed the Bill Recurring PO's logic to set the discount flag to Y on Q, A and No Item Type Purchase Items. [22.01.100, UQ95205173]
6009	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Voucher > Ext Menu > Import Line Item(s). Profile names longer than 10 characters will no longer produce an error upon refresh. [22.01.100, UQ95969189]
6010	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Workflow > Unreleased Vouchers Queue. Extended Menu Option "Un-Released Vouchers Queue - Release" now respects requirement for voucher to be posted. Posted vouchers that have been released will be removed from Unreleased Voucher Q. [22.01.105, UQ98265696]
6011	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	When posting / releasing in Unreleased Vouchers Queue, if one or more of the selections errors out, the remainder will post and release, and the user will be notified of the vouchers that failed. [22.01.107, UQ98265352]
6012	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Accounting > Accounts Payable > Voucher. The accrual is now being calculated correctly, using the line item's Extended Cost rather than its Total Cost. [22.01.113, UR3509933]
6013	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Voucher > Print Menu > Print Check. The dropdown and modal now work as expected and when a new site is selected, the address information on the form populates with the newly selected site information. [22.01.122, UR6669067]
6014	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	AR Workflow > Click on the "Invoices to Print Bucket." PDF invoices now open properly on all platforms. [22.01.143, UR14777113]
6015	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Accounting > AP > Voucher > Ext Menu > Change Vendor. When changing a vendor on a voucher, voucher form will now properly carry over values from customer vendor record to the following fields: Payment Terms, Payment Method, Discount Days/Percent, Voucher Approver 1, Voucher Approver 2, Tax Appl, Check Memo (Comments/Misc tab). Note: These fields will inherit from the Vendor record on a Customer form. [22.01.150, UR16408478]
6016	22.02	ACCOUNTS PAYABLE	VOUCHERS	FIXED	Vouchers. Sub accounts now populate properly. [22.01.157, UR17573539]
6017	22.02	ACCOUNTS PAYABLE	VOUCHERS	IMPROVED	Print Vendor Voucher option now available on Voucher form. [22.01.103, UQ93868064]
6018	22.02	ACCOUNTS PAYABLE	VOUCHERS	IMPROVED	Accounting > Accounts Payable > Vouchers > Open search grid. Removed limit for results returned and added pagination to the stored procedure. [22.01.114, UR3905430]
6019	22.02	ACCOUNTS PAYABLE	VOUCHERS	IMPROVED	Voucher > Line Items > Voucher Item Menu > "Change Cost on Selected Item(s)." Added the ability to change the Cost of line items on a Voucher when it is in an un-posted state. Also fixed Purchase to refresh the form and show the proper totals on the header tab. [22.01.124, UR6528866]
6020	22.02	ACCOUNTS PAYABLE	VOUCHERS	IMPROVED	Accounting > Accounts Payable > Reports > Unvouchered AP. Updated field_name to PURCHASENO. Made adjustments to Live Data Report and exported report to save those changes. [22.01.139, UR13841387]
6021	22.02	ACCOUNTS PAYABLE	VOUCHERS	IMPROVED	Accounting > Accounts Payable > Voucher > Ext Menu > Post Direct Payment. A single prompt will now appear with fields: Date, Amount, Discount, RefNo and Payment Type. User will be asked to Cancel or Apply. Note: Early Payment Discount will only have a value when the voucher has a value for discount and contains line items where discount flag = Y. This may be applied using the 'Use Discount' checkbox. [22.01.145, UQ81866889]
6022	22.02	ACCOUNTS PAYABLE	WORKFLOW	IMPROVED	Added a bucket on the Accounts Payable workflow that shows Drop-shipped POs that are ready to be received. [22.01.114, UR4244714]
6023	22.02	ACCOUNTS RECEIVABLE	AGED AR	FIXED	Previously, when a user filtered the Aged AR report by "Due Date", there would be inconsistencies between the "Current" field and the data displayed in the grid when when the user clicked on the hyperlinked field, thus filtering the grid on the timeframe. When an invoice had a due date in the future, it was filtered out of the grid. Now, data between the total columns at the bottom of the report and what the user sees in the grid are consistent when filtering by Due Date. Note: when filtering by Due Date, the "current" group includes all invoices with a due date in the past 30 days and into the future. Invoices with a due date in the future will show a value of ZERO in the Days column of the grid i.e. negative numbers will not be displayed. [22.01.158, UR16857189]
6024	22.02	ACCOUNTS RECEIVABLE	AGED AR	IMPROVED	Accounting > Accounts Receivable > Quick Views > Aged AR. Now calculating Paid Amount so when using the "As of Date" filter, the Paid Amount column adjusts according to the date selected. [22.01.103, UQ95036710]
6025	22.02	ACCOUNTS RECEIVABLE	CASH RECEIPTS	CHANGED	Dashboard > Accounts Receivable. DSO calculation now excludes payment type invoices and cash receipt invoices. [22.01.103, UQ95204999]
6026	22.02	ACCOUNTS RECEIVABLE	CASH RECEIPTS	FIXED	Accounting > Aged Receivables > Check Register. Fixed Java Script math issue causing cash receipt batch error. [22.01.107, UQ99492603]
6027	22.02	ACCOUNTS RECEIVABLE	CASH RECEIPTS	FIXED	Added validation to Saving a Credit on the Cash Receipt form. You now must enter values for the Company and Currency fields or it will not allow you to save credit. [22.01.113, UR3095473]
6028	22.02	ACCOUNTS RECEIVABLE	COLLECTION QUEUE	FIXED	Accounting >Accounts Receivable > Work Queues > Collection Queue. Columns Invoice Amount, Balance , 0 to 30 Days, 31 to 60 Days, 61 to 90 Days , 91 to 120 Days, 121 Days , and Customer Balance will now show two decimals so that the column values match the stat line at the bottom. [22.01.128, UR8850975]
6029	22.02	ACCOUNTS RECEIVABLE	COLLECTION QUEUE	FIXED	Accounting > Admin > Collection Queue Administration > New Collection Q > Cust Sub Type (Sub tab) > Ext Menu > Activate All Types. Previously, this action would cause the system to lag. This action now produces the desired result without lagging. [22.01.129, UR10325920]
6030	22.02	ACCOUNTS RECEIVABLE	COLLECTION QUEUE	IMPROVED	Added the ability to print collection letters from the Collections Q. The Extended Menu options will firstly open a Reminder Modal for creating the follow-up activity. The title will prepopulate based on the Extended Menu selected and user may choose to enter a comment or not. Pressing SAVE on the modal will prompt a pop-up print modal to appear. After printing, and closing the print modal, user will be prompted to confirm that the letter printed correctly. YES: the system will then generate the follow-up activities for the rows that were selected. NO: follow up activities will not be generated. Note: The new Standard Collections Letter report template can accept a Global Comment to print under the "Comments" section in the template. It will look for a Global Comment where the Category is "Collections Letter" and the SubCategory matches the number of Days selected to print. The comment section will not print at all if the Global Comment is not configured. [22.01.120, UR4243172]
6031	22.02	ACCOUNTS RECEIVABLE	INVOICES	CHANGED	Accounting > Accounts Receivable > Print Invoices. When printing invoices (Print 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. [22.01.113,22.01.003, UR1887571]
6032	22.02	ACCOUNTS RECEIVABLE	INVOICES	CHANGED	Standard Invoice AND Standard Project Progress Invoice. Comment fields now display in HTML. Note: when invoicing a Project Task, the generated invoice comments (pulled from the task comment) will also come over as HTML. [22.01.175, UR19597942]
6033	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Creating invoice from order line items - the Invoice select grid now allows for decimal qty on non-part items. [22.01.103, UQ91391894]
6034	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Invoices of types SERVICE and BLOCKAMT will no longer have their line item accounts automatically updated when the Sale Type of the invoice is changed. This is because the line items should keep the account associations that they inherited from their corresponding service contract line items. [22.01.119, UR4455728]
6035	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > Customers > Invoices Tab > Extended Menu >Create Invoice. When creating sale type items, system will now allow user to save without producing an error. [22.01.120, UR5492053]
6036	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > Accounts Receivable > Print Invoices > Print Menu > Email Selected Invoices. Print function from Print Q now works properly and does not produce a "No Reports Found" error. [22.01.127, UR8873764]
6037	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Dashboards > Accounting > AR Dashboard > Invoiced LM. The sum of Invoiced LM is no longer including Invoice Type Payment and Credit. [22.01.128, UR9298104]
6038	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > Accounts Receivable > Print Invoices. When Emailing from the Invoice Queue, it will now default the email address to the associated AutoDelivery Record. If the email address is not filled in it defaults to the selected Contacts email address. [22.01.131, UR10735614]
6039	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > Accounts Receivable > Print Invoices > Grid Print Menu > Print Selected Invoice or Email Selected Invoices AND Accounting > Accounts Payable > Quick Views > Check Register > Grid Print Menu > Print Vendor Remittance Advice or Email Vendor Remittance Advice. An SQL Error no longer appears when processing large batches of Invoices or Remittance Reports. These now process as expected. [22.01.135, UR11370886]
6040	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Unposted Invoice Bucket. Invoices with duplicated bill contacts no longer show up multiple times. Inactive contacts will now be ignored. [22.01.141, UR14004860]
6041	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > Accounts Receivable > Invoices > Print > Print SOV. Excluded invoice type of OFFSET and PROJECT from the SOV header to ensure Total and Retainage Balance are correct. [22.01.142, UR10736869]
6042	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Duplicated invoices will no longer appear in the print queue (Accounting > AR > Print Invoices) when a customer has multiple report types for different contact emails. [22.01.149, UR15938459]
6043	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Tightened validation for merge-able invoices. [22.01.151, UR12981511]
6044	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > AR > Print Invoice > Grid Print Menu. Q360 now correctly utilizes the report default values when determining the logic to show/hide table columns. Table columns now appear properly. [22.01.157, UR17838434]
6045	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > AR > Write Off Invoices. The Q360 dialog prompt pops up instead of the browser dialog. Invoices to Write Off Grid > Ext. Menu > Write Off Invoices > Q360 prompt will appear asking to confirm "Write off -number of selected invoices- against Account No -AccountNo-?" Clicking Yes will write off the invoice. Clicking No will close the Q360 prompt. If Account Type contains 'ASSET', 'BANK' or 'EQUITY,' a different prompt will appear. In this instance, Q360 prompt will appear asking to confirm "WARNING: You selected to write off account of type -Account Type-. This is probably the wrong account. Continue anyway?" [22.01.159, UR17268974]
6046	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Account > AR > Write Off Invoices. Previously, Write Off Invoices was not populating the account description when selecting an account. Now, account Description field is properly populated with the account's description. [22.01.159, UR17916687]
6047	22.02	ACCOUNTS RECEIVABLE	INVOICES	FIXED	Accounting > AR > Invoices. The Q360 dialog prompt now pops up instead of the browser dialog. 1. Activities Tab > Delete > Q360 prompt will appear asking to confirm "Are you sure?" Clicking Yes will delete the item from the activities grid. Clicking No will close the Q360 prompt. 2. Ext Menu > Create Credit Invoice > Select Item > Credit Ext. Menu > Apply This Credit > Select an Invoice to apply the credit to > Apply Credit > Q360 prompt will appear asking to confirm "Apply -credit amount- to invoice -invoicenumber-?" Clicking Yes will apply the credit to the invoice. Clicking No will close the Q360 prompt. 3. Line Items > Line Items Grid > Select ONE item >Delete > Q360 prompt will appear asking to confirm "Delete selected line item?" Clicking Yes will delete the line item from the line items grid. Clicking No will close the Q360 prompt. 4. Line Items > Line Items Grid > Select More than ONE item >Delete > Q360 prompt will appear asking to confirm "Delete selected line items?" Clicking Yes will d [22.01.166, UR17218115]
6048	22.02	ACCOUNTS RECEIVABLE	INVOICES	IMPROVED	Sales > Customers > Customer Invoices > Add Button (Create Master Invoice for Selected). Currency type on selected invoices will now be checked upon submission. If currencies match, process will continue and create master invoice. If currencies do not match, then master invoice will not be created and error message will appear stating that currency types must match. [22.01.100, UQ95036469]
6049	22.02	ACCOUNTS RECEIVABLE	INVOICES	IMPROVED	Void Invoice Process now adds new History lines to track Subtotal, TaxAmount and InvAmount as history entries. [22.01.128, UR9191392]
6050	22.02	ACCOUNTS RECEIVABLE	INVOICES	IMPROVED	Added a Commission Config item for INVCLAWBACK. If COMMISSIONCONFIG.INVCLAWBACK = ON when an Invoice Record is created and the Comm Ammount is < 0 the InvoiceCommission will be negative allowing for a negative NET DUE on the Commission Export allowing for a CLAWBACK of what has already been paid. If COMMISSIONCONFIG.INVCLAWBACK = OFF (default) and the Comm Ammount is < 0, the Net Due will be 0 and it is expected that the over payment of commission will catch up on future invoices. [22.01.139, UQ60688210]
6051	22.02	ACCOUNTS RECEIVABLE	INVOICES	IMPROVED	Invoice > Comment / Notes are now an HTML Editor. [22.01.151, UR16795937]
6052	22.02	ACCOUNTS RECEIVABLE	LIVE DATA REPORTS	IMPROVED	Accounting > Accounts Receivable > Reports. Grid is now paginated. Notes: ARMENU (VIEW permission) required to view this report. User must manually refresh report generated SQL to enable pagination. Pagination will only enable with more than 500 records in the grid. [22.01.135, UR11025749]
6053	22.02	ACCOUNTS RECEIVABLE		IMPROVED	Accounting > AR > Finance Charges > Run > Q360 prompt will now appear asking to confirm "Create finance charges for -startcustomerno- to -endcustomerno-?" Clicking Yes will create the finance charges and open the Invoices to print window. Clicking No will close the Q360 prompt. [22.01.154, UR17215130]
6054	22.02	GENERAL	ACTIVITY	CHANGED	Employee > Activity > Result Code. Now based on it's own General Code Type of EMPACTRSLT. [22.01.106, UQ99316170]
6055	22.02	GENERAL	ACTIVITY	IMPROVED	Sales > Activity > Advanced Search. Added a Comment Filter to the Activity Advanced Search. [22.01.159, UR18100202]
6056	22.02	GENERAL	API	CHANGED	Updated Hubspot integration to automatically detect Private App Access Tokens for authentication. API Keys will NOT be accepted starting November 20th, 2022. Updated label on API Configuration > Hubspot from 'API Key' to 'Access Token'. [22.01.129, UR3655694]
6057	22.02	GENERAL	API	FEATURE	Maintenance > API Configuration > PSA. Integrated PSA catalog into Q360. [22.01.128, UQ49537532]
6058	22.02	GENERAL	API	FEATURE	Implemented the USPS integration using the new API connector. [22.01.152, UR16895326]
6059	22.02	GENERAL	API	FEATURE	Hubspot Marketing Integration improvements. [22.01.158, UQ98701285]
6060	22.02	GENERAL	API	FIXED	GreatAmerica API. Minor fix. Removed the trim() method from the array. [22.01.128, UR9297582]
6061	22.02	GENERAL	API	FIXED	Resolved Hubspot sync issues. If a site is imported but already exists as a customer, the existing customer record is merged with the inbound site before being added to the correct Customer. Revised import/export methods. Removed config options that were never implemented. [22.01.145, UR7261015]
6062	22.02	GENERAL	API	IMPROVED	Added GreatAmerica section to quotes and proposals. [22.01.118, UR4242239]
6063	22.02	GENERAL	API	IMPROVED	GreatAmerica integration. Added 'Downpayment' input field to the Quote Finance modal to allow for dollar amount down payments. [22.01.129, UR10198978]
6064	22.02	GENERAL	API	IMPROVED	Added an integration to TaxJar for automatically calculating taxes. The TaxJar API does not allow negative value line items when creating a transaction. In Q360, when you post an invoice that has a mixture of items with positive and negative values, it will create two transactions in the TaxJar portal. Both will have the transaction ID of the InvoiceNo but one will have a -R suffix. The one with -R will include all the negative value items. Transactions may take up to 10 minutes to appear. [22.01.150, UQ98701467]
6065	22.02	GENERAL	API	IMPROVED	Added flexibility to the D-Tools Integration import process. Added integration of the q360.Master to D-Tools.Catalog [22.01.175, UR7567040]
6066	22.02	GENERAL	BACKGROUND JOBS	FEATURE	Maintenance > Background Job Admin > ResQDaily Job. Adjusted ResQDaily to use Try/Catch Blocks in Order to allow the process to continue if one steps fails. Adjusted Background Job Logic to use a new template type (RESQDAILY) to notify user(s)/Q360Support. [22.01.149, UQ75006521]
6067	22.02	GENERAL	BACKGROUND JOBS	FIXED	Maintenance > Background Job Administration. Background job failure no longer sends a notification if an identical notification is already still waiting to be seen by the user. [22.01.145, UR11476209]
6068	22.02	GENERAL	BACKGROUND JOBS	IMPROVED	Background Jobs. Added Finance Option Remote Sync. [22.01.128, UR9293675]
6069	22.02	GENERAL	BACKGROUND JOBS	IMPROVED	Maintenance > Background Job Administration > Log Tab > Job Execution Log. Grid is now paginated and date filters have been added (default is last seven days). [22.01.150, UR16488477]
6070	22.02	GENERAL	BACKGROUND JOBS	IMPROVED	Maintenance > Background Jobs. Notify User multi-select field added. When populated, instead of notifying the "userid" field of successes or failures of a background job, the notify users will be notified instead. No other job behavior changes. [22.01.161, UR18311352]
6071	22.02	GENERAL	CHECKLIST	FEATURE	Call/Task forms. New config added: COMPLETECHECKLIST. When turned ON, requires all checklist items be marked complete before a call/task can be set to a POST/CANCELED/CANCELLED state (POST applies to calls and tasks. CANCELLED/CANCELED applies only to tasks). Default = OFF. [22.01.135, UQ91660521]
6072	22.02	GENERAL	CHECKLIST	IMPROVED	Instructions column is now displayed on the call/task checklist grid. In the Check List Item form, there is now an instructions field from which the Instructions column will be populated. [22.01.162, UR17988405]
6073	22.02	GENERAL	COMPANY	IMPROVED	Various paths. The standard CompanyNo control will now display CompanyNo beside the company name. [22.01.101, UQ96620423]
6074	22.02	GENERAL	CONFIG DATA	FEATURE	Added new config options to enable login security for web client. This is separate from two-factor authentication options. Config options: LOGINATTEMPTSLIMIT: Determines whether login security is enabled (ConfigValue1) and how many attempts are allowed before action is taken (ConfigValue2). Options: ConfigValue1: OFF, ON. Default is OFF. ConfigValue2: Integer between 1 and 99. Default is 5. LOGINFAILACTION: Determines the consequence for exceeding the login attempt limit. Options: ConfigValue1: TIMEOUT, DISABLE. Default is TIMEOUT. TIMEOUT - user will be unable to log in for set amount of minutes determined by LOGINTIMEOUTLIMIT config. DISABLE - user profile will be disabled and unable to log in without intervention by an Admin user. For internal users, the login flag will be disabled. For external users, the active flag will be disabled. LOGINTIMEOUTLIMIT: When LOGINFAILACTION is set to TIMEOUT, determines the duration, in minutes, a user may be locked out of additional login attempts. Options: [22.01.113, UQ99140480]
6075	22.02	GENERAL	CONFIG DATA	FIXED	LOGINATTEMPTLIMIT cofig and error messages now work as expected. [22.02.002, UR22433308]
6076	22.02	GENERAL	CONTACT	FIXED	Contact fields > If the contact field allows adding a new contact, the title field on the modal will now be properly focused. [22.01.105, UQ98260156]
6077	22.02	GENERAL	CONTACT	FIXED	Title field now resets and is always focused when opening add contact modal on any contact select component that allows you to add a new contact. [22.01.108, UQ99488093]
6078	22.02	GENERAL	CONTACT	IMPROVED	Contact Form > Contact Tab > Picture Sub Tab and Opportunity Form > Contact Tab. Changed logic to display a contact's image. Contact image will now also display on contact tab of opportunity form. On the contact picture grid, there is a new 'Display' column. Any image that is marked as display can be shown on the form. If more than one image has been marked as display, the user can cycle through them by clicking on the image. The default display image is the most recently added. The images can now also be seen/cycled through on the Opportunity form > Contact Tab, though the display column cannot be edited here. [22.01.121, UR885156]
6079	22.02	GENERAL	CUSTOMER	CHANGED	Sales > Customer > Products > Drill into Product. Site Name field on Product form now displays Site Name instead of Site No, and other sites are available in a dropdown menu to change the site (when in edit mode) for TECH type users. [22.01.123, UR6677249]
6080	22.02	GENERAL	CUSTOMER	CHANGED	Customer > Customer Tab > Tags and Keywords fields. Removed Keywords field on Customer form. Upon Q360 update, all current Keywords will be converted to Tags. [22.01.163, UR16856169]
6081	22.02	GENERAL	CUSTOMER	FEATURE	When changing any SALES REP on a Customer Form, the user is now prompted to select options as to which record types should inherit the change. Options are Site, Opportunity, Quote, Order, Project or Call. Upon saving, all record types selected that are in an ACTIVE state for the corresponding customer will inherit the change. Permissions of SITE_EDIT, SALESOPP_EDIT, QUOTE_EDIT, ORDER_EDIT, PROJECT_EDIT, and HELPDESK_EDIT are required for the change to take effect on the associated records. [22.01.143, UQ74830077]
6082	22.02	GENERAL	CUSTOMER	FIXED	Customer > Documents Tab > R.click and customize grid. This option now populates added field with associated data as expected. [22.01.100, UQ95967698]
6083	22.02	GENERAL	CUSTOMER	FIXED	Service > Customers > Add new Customer > Save. Saving a new customer no longer produces an error message. [22.01.118, UR4487478]
6084	22.02	GENERAL	CUSTOMER	FIXED	Accounting > Customers > Orders > Active Only. Inactive status orders now display on OrdersGrid when Active Only box is unchecked. [22.01.122, UR6676595]
6085	22.02	GENERAL	CUSTOMER	IMPROVED	Customer > Cust. Profile subtab. The following fields are now modifiable by right clicking: Term Date, Add Date, Established Date, Budget Date, Year End Date. These correspond to Termination Date, Date Added, Year Established, Customer Budget Date, Customer Year End. [22.01.133, UR11026368]
6086	22.02	GENERAL	CUSTOMER	IMPROVED	Files > Companies > Customer > Reports Subtab AND Accounting > Customers > Customer > Reports Subtab. Updated Reports subtab email address to pull from the contact table if the auto-delivery table is missing the email address. [22.01.155, UR17465151]
6087	22.02	GENERAL	DATA DICTIONARY	FIXED	Maintenance > Admin > Data Dictionary. Added an update for the caption on the usercaption table to set it to the Field_Web_Title [22.01.101, UQ95968006]
6088	22.02	GENERAL	DATA DICTIONARY	IMPROVED	Edit Level and View Level fields added to Data Dictionary Report. [22.01.114, UR3904813]
6089	22.02	GENERAL	DOCUMENT MANAGEMENT	FEATURE	Added new config item, DOCUMENTENCRYPTION, (default = OFF) that allows all saved documents to be encrypted. Additionally, the Document Properties form has a new field indicating whether a document is encrypted. Note: This only applies to anything saved to the documents table - does not apply to 'images' such as those on the contact/employee forms. When setting a password for a document, it will become encrypted (if not already), regardless of the config setting. [22.01.156, UR12977565]
6090	22.02	GENERAL	DOCUMENT MANAGEMENT	FIXED	Extended Menu > Document Properties. Any user granted permission to edit document protection will now be able to remove password protection on the same document. [22.01.105, UQ98702904]
6091	22.02	GENERAL	DOCUMENT MANAGEMENT	FIXED	Master Form > Images Tab. Image URL upload on image grids now works in the fashion as it does on document grids. [22.01.107, UQ95968443]
6092	22.02	GENERAL	DOCUMENT MANAGEMENT	IMPROVED	Documents Grid > Email Selected. When attaching documents to an email, the user will now see a warning when the sum of attachment sizes exceeds 25MB. [22.01.107, UQ93996776]
6093	22.02	GENERAL	DOCUMENT MANAGEMENT	IMPROVED	Document Grids, Print Modals. User may now send an eAcceptance request without MFA (multi factor authentication). The recipient of the request will instead receive a URL directly to the document, skipping the step of obtaining a code and typing it in. Note: the config associated with this action is EACCEPTANCEWITHOUTMFA - defaulted to OFF. This must be ON for this option to function. [22.01.148, UR16010649]
6094	22.02	GENERAL	DOCUMENT MANAGEMENT	IMPROVED	Document encryption improvements. When config DOCUMENTENCRYPTION is on, all signatures will also be encrypted. This includes signatures added via call form, mobile tech app, and eAcceptance. eAcceptance docs will be encrypted regardless of config setting. Encrypted logo/signatures will appear properly on SSRS reports (signature can appear on call report). Encrypted Nav Logos will now appear properly for external users. Pre-existing documents now send properly.. [22.01.168, UR17513870]
6095	22.02	GENERAL	EMAIL	CHANGED	Webmail Calendar syncing job errors relating to an invalid password will no longer produce an error message that interrupts other processes. Instead, users with an invalid password will receive a pop-up notification in Q360 stating this. [22.01.108, UR356922]
6096	22.02	GENERAL	EMAIL	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. [22.01.128,22.01.003, UR356950]
6097	22.02	GENERAL	EMAIL	CHANGED	Maintenance > Email Alert Admin > Email Alert Template. Modified order of email address check. Template will now first check for the email address from the UserID table, and if there is not one, it will then check for an email address on the Employee table. If none exists in either location, a blank value is returned. [22.01.135, UR11683373]
6098	22.02	GENERAL	EMAIL	CHANGED	Webmail > Calendar Syncing > Outbound Event. Adjusted outbound syncing code for better stability. These core triggers that may be commonly customized are deprecated: UpdDelProjectSchedule. UpdDelDispatchSchedule, UpdInsDispatchSchedule, UpdInsProjectSchedule. The new triggers are: UpdInsDelDispatchSchedule, UpdInsDelProjectSchedule. If there are no customs built around this it is not an issue. [22.01.138, UR12977315]
6099	22.02	GENERAL	EMAIL	FEATURE	Any window in Q360 windowed mode. Top left orb menu > "Set Reminder." Launches a modal, allowing user to specify a reminder title, date, and optionally edit the URL that is pre-filled from the window. If the user has enabled calendar integration, the reminder will be added to the calendar with the URL in the calendar event body. Regardless of calendar, the user will also receive a pop-up notification within Q360 on the reminder date with a link to the URL, as well as a pop-up notification in a separate window from the user's email exchange. [22.01.112, UQ89403210]
6100	22.02	GENERAL	EMAIL	FEATURE	Added OAUTH config data option to WEBMAIL_AUTHTYPE. See Help Center for Q360 Set up Requirements and Customer Set up Requirements. [22.01.131, UR10515120]
6101	22.02	GENERAL	EMAIL	FIXED	Events in Q360 with a blank start or end date will no longer be processed/pushed to Exchange calendar and will no longer produce the error message "End date cannot be before start date." [22.01.105, UQ98266629]
6102	22.02	GENERAL	EMAIL	FIXED	When changing sub task assignee, the Outlook event for the original assignee now properly clears. [22.01.110, 22.01.002,22.01.003, UR529125]
6103	22.02	GENERAL	EMAIL	FIXED	Maintenance > Email Alert Admin. Funnel Item links on popups now work correctly. [22.01.128, UR9189566]
6104	22.02	GENERAL	EMAIL	FIXED	The PRINTCUSTSTATE and PRINTCUSTSTATEALL email templates are now being used correctly when going from: Customer Form > Print > Print Customer Statement > Run Report > Destination "Email" > Send Email. [22.01.129, UR10326417]
6105	22.02	GENERAL	EMAIL	FIXED	Opportunity email template. Sales > Opportunity > Contact Email and Contact Name email button. These icons now function the same and the subject line of the resulting email has been changed from Opportunity: {{opporno}} to a more ideal: Opportunity: {{OpporNo}} ? {{Title}} ? {{servicetrackingprefix}}:{{TRACKINGNO}}. [22.01.139, UR13253209]
6106	22.02	GENERAL	EMAIL	FIXED	Non-Production databases will no longer override recipient email addresses in the event that the outbound email is a 2FA email. All other emails will still be subject to this validation. [22.01.139, UR12596943]
6107	22.02	GENERAL	EMAIL	FIXED	Added SALESREPEMAIL, SALESREP2EMAIL, & SALESREP3EMAIL as acceptable tokens to the Customer ItemType (LDView_Company) Email Alert Template. These tokens will now pull the full email address (if it exists) from the corresponding USERID of the SALESREP 1-3 columns. [22.01.149, UR16571602]
6108	22.02	GENERAL	EMAIL	FIXED	Maintenance > Email Alert Admin. The Q360 dialog prompt pops up instead of the browser dialog. Delete > Q360 prompt will appear asking to confirm "Are you sure you want to cancel?" Clicking Yes will delete the email template. Clicking No will close the Q360 prompt. [22.01.155, UR17462692]
6109	22.02	GENERAL	EMAIL	FIXED	Linked documents will now send the correct (original) document. [22.01.165, UR18101749]
6110	22.02	GENERAL	EMAIL	FIXED	Accounting > Accounts Receivable > Invoices. Invoices may now be emailed if invoice form is popped out into new browser tab. Previously, this action produced an error message. [22.02.002, UR22203858]
6111	22.02	GENERAL	EMAIL	IMPROVED	Maintenance > Email Alert Admin. For consistency with the email template admin form, email alerts will now support the following tokens for the Recipients, CC, and From fields (NOTE: values come from config settings with the same name): {{noreplyemail}} {{emailqdefaultarreplyto}} {{emailqdefaultapreplyto}} {{emailqdefaultdispatchreplyto}} {{emailqdefaultprojectreplyto}} {{emailqdefaulttaskreplyto}} {{emailqdefaultcustreplyto}} {{emailqdefaultreplyto}} {{currentuseremail}} - the user who triggered the alert, otherwise falls back to noreplyemail. [22.01.108, UR193591]
6112	22.02	GENERAL	EMAIL	IMPROVED	All existing "email" hyperlink buttons that invoke a client will now open an email form. [22.01.115, UR2809302]
6113	22.02	GENERAL	EMAIL	IMPROVED	Added email grids to the following forms: Contact, Quote, Order, Purchase Order, Voucher, Service Contract. Also added email extended menu options email templates for initiating emails from: Purchase Order, Voucher and Service Contract. Note: Email tab on Contact form will show any emails that are linked to the contact, or emails that are associated with the contact's customer and where they are the recipient or CC'd. All other forms will show emails linked to that record (i.e. Purchase - email has linktype = PURCHASE and linkno = [purchaseno]). [22.01.118, UR2809275]
6114	22.02	GENERAL	EMAIL	IMPROVED	Maintenance > Email Alert Admin > Link Value field. This field now supports wildcards, i.e. '%.' [22.01.124, UR7772344]
6115	22.02	GENERAL	EMAIL	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. [22.01.124,22.01.002,22.01.003, UR7669493]
6116	22.02	GENERAL	EMAIL	IMPROVED	Customer > Cust/Vend Tab > Service Alert Sub-Tab > Auto CC and Site > Site Tab > Service Alert Sub-Tab > Auto CC and Product > Product Tab > Service Alert Sub-Tab > Auto CC. Added an input on all 3 forms for Auto CC. Added new tags to Email Alerts/Templates for each of these tags separately, as well as a tag which concatenates all 3. [22.01.134, UQ84583904]
6117	22.02	GENERAL	EMAIL	IMPROVED	Added new field to Global Comments form: Template Type. The drop down values of this field are the same as Email Template Types. When inserting a comment on the email form, a template type filter now appears on the modal and is pre-populated according to the source of the email. [22.01.149, UQ65442599]
6118	22.02	GENERAL	EMAIL	IMPROVED	Added ability to specify "free / busy" status and "sensitivity" when pushing events to user external calendar using Set Reminder feature. [22.01.174, UR19487621]
6119	22.02	GENERAL	EMAIL	IMPROVED	Maintenance > Webmail Configuration. Added Webmail & Domain Configuration forms. Webmail now supports separate configurations by domain. For example, users may have 2 different Azure Tenants for oAuth, or a mixture of Gmail and Outlook, etc. New Form: Maintenance > Webmail Configuration. System Config tab shows config items that are related to emails or calendar. These are global settings. Domain Config tab shows the domain specific configurations. Email Accounts tab shows which emails are used (user and email q's) in the system and which domain settings they will be using. The buttons from the API Settings form for clearing passwords and tokens are on the extended menu. New Form: Maintenance > Webmail Configuration > Domain Configuration Tab > Zoom. Various subtabs will be populated with the settings that used to be kept in settings.ini.php / api configuration form. Domain field: empty means these settings are the system default. Selecting one or more domains restricts these settings to emails wit [22.02.002, UR21255975]
6120	22.02	GENERAL	EXPENSES	CHANGED	Expenses > Review Q > [EXTENDED MENU] > Import PCard Expense Items, Maintenance > Import Map Builder. Import Map Builder will now use CallNo instead of DispatchNo. [22.01.114, UR3991326]
6121	22.02	GENERAL	EXPENSES	CHANGED	File > Expenses > My Expenses Grid. On the My Expenses grid, claims now display a status of PAID when when their associated voucher is paid. [22.01.124, UQ97293665]
6122	22.02	GENERAL	EXPENSES	CHANGED	Users with EXPENADMIN (Edit) permission are now able to edit expenses until they have been Posted and Paid. [22.01.125, UR4405819]
6123	22.02	GENERAL	EXPENSES	FIXED	Expenses > Review Q > Ext Menu > Post Selected Items. Fixed error handling for PO expense claims that are only in CANCELLED status. [22.01.112, UR2810024]
6124	22.02	GENERAL	EXPENSES	FIXED	File > Expenses > Review Q > [EXTENDED MENU] > Import PCard Expense Items AND Projects > Review Project Expenses. When Importing PCard Expense Item(s) using a report mapped with the CallNo field, the provided CallNo's will now map to their corresponding DispatchNo's. [22.01.135, UR11681217]
6125	22.02	GENERAL	EXPENSES	FIXED	File > Expenses > My Expenses grid. When adding an expense and linking it to a record (project/call/opportunity/purchase order), a user must now have access to the company no on that record. If they do not, they will not be allowed to link the record. [22.01.139, UQ90128060]
6126	22.02	GENERAL	EXPENSES	FIXED	File > Expenses > Extended Menu > Submit Selected Items. Changed error message from 'Expense Items must be linked to a Project, Call, PO, OR Opportunity' to 'Expense Items must be linked to a Project, Call, PO, AND Opportunity.' [22.01.158, UR17994176]
6127	22.02	GENERAL	EXPENSES	IMPROVED	Expense form > My Expense / Approve / Review grids are now customizable. [22.01.165, UR17572005]
6128	22.02	GENERAL	EXPENSES	IMPROVED	Expense posting process has been enhanced to allow determination of correct expense account based on Master No and Project/Call type. Master No column has been added to EXPENCAT general code. When posting an expense, if the category has an associated master number and is linked to a project/call, it will attempt to use the master to determine the correct expense account. [22.01.169, UR17514789]
6129	22.02	GENERAL	EXPENSES	REMOVED	File > Expenses > Details Tab > Project No drop down. Filtered out projects with rectype template. Calls with projstatus post are also removed. [22.01.103, UQ91726999]
6130	22.02	GENERAL	GENERAL CODES	FIXED	No release notes needed. This is a minor update which fixes searching by a specific parameter. Previously searching by Code Type would yield no results. This should now work. [22.01.128, UR9186157]
6131	22.02	GENERAL	GENERAL CODES	FIXED	When changing a BRANCH name (via General Codes); all items, on other tables, linked with the respective original BRANCH name and corresponding Company No. will now be updated to have the new BRANCH name. [22.01.138, UR11469741]
6132	22.02	GENERAL	GENERAL CODES	IMPROVED	Employee Activity Status is now based on it's own General Code Type of EMPACTSTAT. [22.01.105, UQ99138604]
6133	22.02	GENERAL	GRIDS	CHANGED	Project > Material tab. Update DS grid column (Drop Ship Flag) on Material tab to a checkbox to be consistent with the DS grid column on Line Items tab of Quote/Order. [22.01.121, UR5779750]
6134	22.02	GENERAL	GRIDS	CHANGED	Inventory > PO Receive Q. Added InvItemNo as available field in stored procedure Get_POReceive_Q for better future table relations. [22.01.129, UR10070137]
6135	22.02	GENERAL	GRIDS	FEATURE	Added "Reconciled" flag column to the following grids: Invoice Screen > AR Journal, Order Screen > Journal, PO Screen > AP Journal, Voucher Screen > AP Journal, GL Journal Screen > Transaction grid, Quick View > Account Detail grid. Note: Grids that have the "Rollup" Checkbox: No data will come back for the Reconciled Flag column when this is checked. [22.01.116, UR3656089]
6136	22.02	GENERAL	GRIDS	FEATURE	Any Grid in the System > Right-Click > Export to PDF. Added File Name Input when exporting to PDF. System will take the form name by default, and allow user to define the File Name. The file will then download with that File Name. [22.01.156, UQ75006338]
6137	22.02	GENERAL	GRIDS	FEATURE	All editable checkbox, string, money, and numeric columns will now automatically support "Right click > Set Value for ," which will update all selected rows. Rows that would not be editable will be skipped i.e. if user would be unable to double click the cell to edit it, it will not be updated. Columns that are edited with a dropdown within the grid column are not supported. The modal will display the appropriate type of input based on the column type. If a column has a "select" style filter then the modal will display with a select input. [22.01.159, UQ81116771]
6138	22.02	GENERAL	GRIDS	FEATURE	Grid cells that are icons can now be set dynamically in the grid result set using _[fieldname]_icon. Note: the value has to match one of the valid icon classes. [22.01.159, UR18101467]
6139	22.02	GENERAL	GRIDS	FIXED	Number formatting on grids > grand total line now working. [22.01.101, UQ96620678]
6140	22.02	GENERAL	GRIDS	FIXED	Grids > Checkboxes. 3+ checkboxes (2+ on mobile) will automatically turn into a dropdown list of checkboxes. [22.01.103, UQ95183220]
6141	22.02	GENERAL	GRIDS	FIXED	Select dropdown filters on grid columns that use pagination will now display filter options in alphabetical order. [22.01.113, UR3803166]
6142	22.02	GENERAL	GRIDS	FIXED	Minor bug fix. Customize Grid modal no longer throws data truncation error. [22.01.114, UR4243886]
6143	22.02	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. [22.01.115, 22.01.002,22.01.003, UR4351793]
6144	22.02	GENERAL	GRIDS	FIXED	Filter include/exclude is now consistent on numeric columns. If numeric data is displayed as 0's in the grid, and user filters include a 0, filtering works as expected. [22.01.118, UR4668783]
6145	22.02	GENERAL	GRIDS	FIXED	Purchase > Line Items > Edit Grid > put a blank in the Qty Field > Save (Quote item and other various grids). Blank values on Quote Items Grid and Purchase item Grid are prevented for Qty and QtyOrdered respectively. Null values will default to 0.00 [22.01.126, UR5902656]
6146	22.02	GENERAL	GRIDS	FIXED	Context menu now works as expected on Mac operating system. [22.01.136, UR10918958]
6147	22.02	GENERAL	GRIDS	IMPROVED	Grids > R.Click > Graph Grid (Also dashboards). "Sort Type" field added to applicable widgets (Bar, Bar Horizontal, Summary) which allows users to sort the groups (ie. bars) on the widget from smallest to largest or largest to smallest. [22.01.108, UQ98703961]
6148	22.02	GENERAL	GRIDS	IMPROVED	Customize grid > Related Tables tab. The base table of the grid being customized will now allow joining tables from its primary key to external tables matching foreign key. Note: Selecting some related tables could result in increasing row count in the grid i.e. if a product has 3 recurring dispatches, that row will now become 3 rows if joined to a recurring dispatch table. [22.01.110, UR2041392]
6149	22.02	GENERAL	GRIDS	IMPROVED	Any documents grid > Add Button. Added feature: When adding a file either by browsing or drag and drop method, the Title field will now pre-populate with the file name minus the extension. The previous functionality of saving a document with a blank title will still remain and will default the Title to the filename as well. [22.01.127, UR8280406]
6150	22.02	GENERAL	GRIDS	IMPROVED	Added auto-refresh checkbox to My Task List. Auto Refresh checkbox controls whether or not the grid will automatically refresh as a result of actions on OTHER forms. For example, "My Task List" auto refreshes when you start a timebill in a separate timebill form. If this box is unchecked, this will no longer happen. [22.01.139, UR13101802]
6151	22.02	GENERAL	HISTORY	IMPROVED	View > Notification History. Internal users may now see notification history under the View menu. The last 100 notifications will appear in order of last seen. [22.01.139, UR1885170]
6152	22.02	GENERAL	LOGIN	CHANGED	Removed redundancies and all dependencies of permission checking from Web_Authenticate which now only does user login authentication. Any customers that have a Before_Web_Authenticate or After_Web_Authenticate will need to have their customs revised. Any customizations that do permission checks via Web_Authenticate will need to be revised. [22.01.142, UQ94279486]
6153	22.02	GENERAL	LOGIN	FIXED	Oauth code no longer relies on cookie or session. This prevents "Failed to Authenticate" error. [22.01.148, UR16087327]
6154	22.02	GENERAL	LOGIN	FIXED	OAuth User Name field added to userid form. This field should be used in the instance where the O365 user name differs from the email. The O365 user name must be passed as a token for OAuth to function as intended. [22.01.154, UR17145801]
6155	22.02	GENERAL	LOGIN	IMPROVED	Encryption algorithm for tokens and email passwords improved. [22.01.162, UR18401683]
6156	22.02	GENERAL	MOBILE	FIXED	Task list > Open a Task/Call > [CLICK CALLER] > Caller Form. Records now properly display on the MobileTech Call/Task form. [22.01.150, UR16626633]
6157	22.02	GENERAL	MOBILE TECH	CHANGED	Email form when logged in as a TECH user > To Field > CC Field. Changed functionality: Tech users are now able to search for and view Email Addresses, Names, and ContactNo's of the Active contacts linked to the Customer their call is for. [22.01.157, UR17839216]
6158	22.02	GENERAL	MOBILE TECH	FIXED	Fixed mobile tech login issue when Network Login ID field is populated. [22.01.124, UR7416713]
6159	22.02	GENERAL	MOBILE TECH	FIXED	MobileTech App > Drill into Call > Move parts into Pending > Hit Complete/Tech Done button. Calls now properly update with parts. [22.01.125,22.01.002,22.01.003, UR7687053]
6160	22.02	GENERAL	MOBILE TECH	FIXED	Mobile Tech Task List. Changed the description font color to black. [22.01.128, UR9402136]
6161	22.02	GENERAL	MOBILE TECH	FIXED	Mobile Tech. Previously, status change to COMPLETED that should have failed was still being flagged as COMPLETED. Now, error message is produced as expected and status does not change to COMPLETED. Additionally, tech inventory from one company will not display when tech is on a call from a second company. [22.01.177, UR19909507]
6162	22.02	GENERAL	MOBILE TECH	IMPROVED	When logging into the Mobile Tech app, a message will display if user password is expiring soon. Note: there is not yet a way to change the password from the app. [22.01.124, UQ90664610]
6163	22.02	GENERAL	MOBILE TECH	IMPROVED	Mobile Tech. Login screen now includes a 'Forgot Password?' button. Clicking the button will leave the app and open the password reset form. [22.01.135, UR7564953]
6164	22.02	GENERAL	MOBILE TECH	IMPROVED	Tech view improvements: removed 'add' button from call form, added 'create call' button to mobile quick launch form, rearranged some files on call form, modified events grid to have 'mobile' grid appearance, phone number for contact/caller now appears properly. [22.01.136, UR6833380]
6165	22.02	GENERAL	NAVIGATION	FIXED	File > Favorites > Add Current. This option now works as expected. [22.01.127, UR8757976]
6166	22.02	GENERAL	NAVIGATION	IMPROVED	Various Forms which require Edit Mode to Add. A Note on the Live Data Changes: Moving fields/questions up and down, adding fields/questions etc will perform a check against runsql_edit, and will also confirm that the Edit Button is active, which will prevent users from changing Core Reports even if they have have the correct permission. [22.01.129, UR8277844]
6167	22.02	GENERAL	PHP	FIXED	Check Register form now compatible with both PHP 7 and PHP 8. [22.01.103, 22.01.002,22.01.003, UQ97490460]
6168	22.02	GENERAL	PRINT OPTIONS	FIXED	Projects > Print Menu > Print Project BOM, Projects > Print Menu > Print Project Profit, Projects > Print Menu > Print Project Progress, Service Contract > Print Menu > Print Service Contract. PDFs are now added to doc tab as expected when Add PDF checkbox is checked. [22.01.121, UR4968200]
6169	22.02	GENERAL	PRINT OPTIONS	FIXED	Accounting > Accounts Receivable > Bill recurring orders - now launches Invoice to Print Queue properly. Accounting > Accounts Receivable > Create Service Dispatch Billing Invoices - now launches Invoice to Print Queue/invoice form properly. Accounting > Accounts Payable > Bill recurring POs - now launches Unreleased Voucher Queue properly. [22.01.141, UR14092234]
6170	22.02	GENERAL	PRINT OPTIONS	IMPROVED	Added ability to print an envelope or label from File > Company. Created new envelope printing templates (envelope set to standard #10 size of 4.125" x 9.5"). Each contains Contact Name text field so that a name can be added 'on-the-fly' during runtime. Contact name field appears in Print Model and will append "Attn: " to front of name. [22.01.155, UR17460167]
6171	22.02	GENERAL	PRINT OPTIONS	IMPROVED	Dispatch form > Print Call Report with signature included. Users may now print call report with both encrypted and unencrypted signatures. Config option DOCUMENTENCRYPTION must be turned ON. [22.02.002, UR22127650]
6172	22.02	GENERAL	PROGRAM EFFICIENCY	CHANGED	Invoice > AR Journal > Extended Menu > Reclass this Entry AND Voucher > AP Journal > Extended Menu > Reclass this Entry AND Budget > Accounts Tab > Add button > Select One Account & Add button > Select One Account w/ Segment AND Master > Add an Asset > Opens CreateAsset_Modal > Account No Field > Magnifying Glass. Deprecated old account modal. Functionality remains the same, appearance may be different. [22.01.131, UQ78096044]
6173	22.02	GENERAL	PROGRAM EFFICIENCY	CHANGED	All SQL permission checks are now done using check_permission instead of web_authenticate. Web_authenticate can no longer be used to do permission checks. Any customs that are using web_authenticate to do permission checks will need to be updated. [22.01.137, UR12420161]
6174	22.02	GENERAL	PROGRAM EFFICIENCY	FEATURE	View > My Task List. Added a Process Button to the Task List which allows user to process various records from the Task List (Calls, Tasks, Activities, Opp Tasks, Quotes). The objective of this enhancement is to eliminate the need to drill down and navigate to perform common actions on records within the task list. This will improve wall all efficient and user experience. [22.01.134, UR8593692]
6175	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Carets for main menu flyouts are now realigned in the center of flyout text boxes. [22.01.108, UR695676]
6176	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	HR > Employee. Fixed styling so search and unlink buttons no longer appear over calendar popups. [22.01.110, UR696704]
6177	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Date / Time fields. Asterisk now appearing on caption for mandatory items. [22.01.111, UR2681225]
6178	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Maintenance > Import Map Builder > Add a new Import Map with any of the following symbols (',', '?', '$', '&', ','). "Import Map Columns" can now handle punctuation. [22.01.115, UR4354027]
6179	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Live Data > Live Data Reports > Projected vs actual Hours. The datasource behind the report now handles blank and ALL as projectno parameters. [22.01.120, UR5492496]
6180	22.02	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. [22.01.121, 22.01.002,22.01.003, UR6392328]
6181	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Previously, if a form entered into a special edit status (i.e. an Invoice was Posted, Quote was Confirmed, etc..), back-processing the record out of Special Edit Mode (i.e. un-posting the invoice, returning the Quote to DataEntry, etc..) would cause the fields to remain in their special edit mode state until the form was fully reloaded. Now, if a form is back-processed out of Special Edit Mode, the fields will return to their correct state without requiring a full form reload. Affected forms: Quote, Order, Purchase Order, Invoice, Vouchers. [22.01.132, UR10320466]
6182	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	All User Def forms > User 6 field. Field length now consistent with User 7, 8, and 9 fields. [22.01.133, UR11114434]
6183	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	PATH: Service > Help Desk. Previously, when a customer Dispatch Tran table reached a large amount of transactions, selecting the date for the new call record from the dispstran table would take a considerable amount of time to process. This time has been reduced. [22.01.145, UR14093135]
6184	22.02	GENERAL	PROGRAM EFFICIENCY	FIXED	Multi-select option now functions properly on fields that support this. [22.01.155, UR16859520]
6185	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Service > Help Desk. Java Script confirmation messages have been updated to use Q360 framework confirmations. Instead of seeing the browser default message with the Ok and Cancel options, user will see a Q360 prompt with customizable options (default yes, no). [22.01.100, UQ93994456]
6186	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Projects > Projects. Java Script confirmation messages have been updated to use Q360 framework confirmations. Instead of seeing the browser default message with the Ok and Cancel options, user will see a Q360 prompt with customizable options (default yes, no). [22.01.100, UQ95180083]
6187	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Validate_ContractItemCancel. Improved some error messages to be more specific. Added [22.01.105, UQ98406226]
6188	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Rebuilt line item save logic to work dynamically and allow setting up Special Edit Fields on forms with only a single customization to the forms model vs requiring custom models, javascript, and SQL code. [22.01.117, UQ91661221]
6189	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Improved procedure Get_OrderItem. This procedure retrieves the detail lines for Quotes and Orders. Speed Improvements. [22.01.120, 22.01.002,22.01.003, UR5604652]
6190	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Updated the HTML Editor to use elements that SSRS can interpret. Updated how font-family styles are saved to accommodate SSRS's different styling rules. Updated font list for SSRS mode. [22.01.124, UQ71948270]
6191	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Improved error messages throughout the system. [22.01.130, UR10510546]
6192	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Various improvements to the Customer Portal including: Dashboard > Recent Events grid zooms into call, Columns on various grids have been reordered/streamlined, Call form > product drop down limited to 20 items, Call form > problem and description can now be edited if call is in an ACTIVE state, recent events grid and call events grid will now show emails, and only if user's email domain appears in "from", "to", or "cc" fields, fixed issue where if user was on "active calls" screen, and they clicked "inactive calls" on the toolbar (or vice versa), nothing would happen, changed name of form for active/inactive calls, added public flag to documents (enables internal users to add docs that are available to external users, fixed zoom into knowledge base form). [22.01.134, UR8269933]
6193	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Any Time Period Filter (i.e. Annual Bookings by Month OR Account Detail). Added Current and Final Quarter and corrected the order so Enter a Date is last. [22.01.157, UR17100593]
6194	22.02	GENERAL	PROGRAM EFFICIENCY	IMPROVED	Internal use only. [22.01.159, UR16895602]
6195	22.02	GENERAL	Q360 HELP	FIXED	Hover Tips now strip out HTML content and display the content as plain text with white text. [22.01.121, UR6391198]
6196	22.02	GENERAL	Q360 HELP	FIXED	Help > Send Email to Customer Care. Missing config options will no longer cause an error. [22.01.122, UR6671770]
6197	22.02	GENERAL	QUICK LAUNCH	IMPROVED	Add to Quicklaunch > Toolbar Section. Changed Toolbar Section to a free-form select component. This will pull in options for that user only. This option defaults to 'Quick.' [22.01.161, UR13179885]
6198	22.02	GENERAL	QUICK SEARCH	FIXED	Quick Search. Duplicate Projects are no longer displayed in quick search as NickNameView. [22.01.145, UR9190322]
6199	22.02	GENERAL	QUICK SEARCH	FIXED	Quick Search > action=checklistdef. The Q360 dialog prompt now pops up instead of the browser dialog. Clicking Yes will create a copy of the selected Check list definition. Clicking No will close the prompt. [22.01.154, UR17210468]
6200	22.02	GENERAL	QUICK SEARCH	FIXED	Quick Search > action=funneldefitem > Drill into a Funnel Def. The Q360 dialog prompt pops up instead of the browser dialog. 1. Edit Mode > Funnel Definition Items > Delete > Q360 prompt will appear asking to confirm "Delete -funneldefitemno- - -Title-?" Clicking Yes will delete the item from the grid. Clicking No will close the Q360 prompt. 2. Funnel Def > Ext. Menu > Copy this Funnel -> Q360 prompt will appear asking to confirm "Copy -FunnelTitle-?" Clicking Yes will create a copy of the funnel. Clicking No will close the Q360 prompt. 3. Funnel Def > Funnel Def Items grid > Drill into an item > Sub Steps > Edit Mode > Sub Steps Grid > Delete > Q360 prompt will appear asking to confirm "Delete -FunnelDefItemNo- - -Title-?" Clicking Yes will delete the sub step. Clicking No will close the Q360 prompt. [22.01.155, UR17409955]
6201	22.02	GENERAL	QUICK SEARCH	FIXED	Quick Search > action=projectchecklistitem&add. The Q360 dialog prompt pops up instead of the browser dialog. Check List Grid > Delete > Q360 prompt will appear asking to confirm "Are you sure you want to delete the selected check list items?" Clicking Yes will delete the selected check list items. Clicking No will close the Q360 prompt. [22.01.155, UR17409483]
6202	22.02	GENERAL	QUICK SEARCH	FIXED	Quick Search > Search for a Quote/Invoice/PO that also exists as something else. Previously, when a quote # was searched and more than one row was returned, the Quote Process would become stuck on loading. Stuck loading also occurred when using the Process button on My Task List. This issue has been resolved. [22.01.176, UR19047498]
6203	22.02	GENERAL	QUICK SEARCH	IMPROVED	A user can now enter a journal entry no in the Quick Search bar and it will open the specified entry. [22.01.114, UR3658111]
6204	22.02	GENERAL	RESOURCE CONSOLE	FEATURE	Service > Resource console > Filter Panel > Console Settings > Hours Scale. "Hours Scale" added to resource console. Similar to the "Timeline Scale", but includes User, Week, and Day modes. Supports 15 minutes, 30 minutes, and 1 hour. Zoom buttons work in the same way as the "timeline scale". Note: Dragging events will now snap to 15 minute intervals instead of 5 minute intervals. [22.01.106, UQ98704862]
6205	22.02	GENERAL	RESOURCE CONSOLE	FIXED	Webmail > Calendar > Outbound Syncing > Max Retry Attempts (5). Q360 will now stop attempting to process an outbound event to the exchange calendar after 5 failed attempts to prevent spam error messaging to email. [22.01.117, UR4440516]
6206	22.02	GENERAL	RESOURCE CONSOLE	FIXED	When scheduling a call, Resource Console no longer produces error message when saving changes. [22.01.120, UR5492209]
6207	22.02	GENERAL	RESOURCE CONSOLE	FIXED	Live Data > Labor Capacity Forecast. Will now correctly take into account PTO hours. [22.01.165, UR9534024]
6208	22.02	GENERAL	RESOURCE CONSOLE	IMPROVED	Service > Resource Console. Email exchange events on the Resource Console can now be edited and deleted. The user must also be the email exchange event "organizer." Editing is limited to changing the start/end dates. For existing Q360 installs that have been syncing calendar items, the calendars must be re-synced (to load in the "organizer" data), or only newly synced events will be editable. [22.01.112, UQ99139292]
6209	22.02	GENERAL	THEME	FEATURE	Grid > Customize Grid > Column Attributes Modal and LDR > Design SQL > Fields Grid > Column Attributes Modal. Changes to "Icon" display type. Primarily, these changes are intended to allow reproducing the comment column on the quote line items grid. Icon cells now allow a suffix (i.e. to preview long text). Users may now specify "Edit Type" (although it will only be editable if the cell was already editable) on text Modal or HTML Modal. User may now specify icon color. User may manually type any color or color code that is supported by HTML/CSS and press enter--all icons in the column will then take on that color. [22.01.122, UQ99140222]
6210	22.02	GENERAL	THEME	FIXED	New tasks no longer displaying black text on a black background (illegible). Text now appears white. [22.01.120, UR5604035]
6211	22.02	GENERAL	THEME	FIXED	Fixed Label Colors for Grid Multi-Checkbox selector when using themes. Customers already using themes may need to reapply theme for changes to take effect. [22.01.139, UR13100250]
6212	22.02	GENERAL	THEME	IMPROVED	Windows now have square borders to be more consistent with modern applications. [22.01.117, UR4452761]
6213	22.02	GENERAL	THEME	IMPROVED	Added the Atkinson Hyperlegible font as an option to all font selection dropdowns in the theme builder. [22.01.118, UR4665777]
6214	22.02	GENERAL	TIME ZONES	CHANGED	Additional time zone related changes made to support time zone data for task schedule/end date and dispatch schedule schedule/end dates. All stored procedures referencing these fields have been updated accordingly to support time zones. Custom procedures must be examined for potential issues (ex. if some code is calculating the time between start/end it now must consider that they might be different time zones). Task Console, Project Console, and Gantt Chart are updated to support the timezone dropdown (same as grids, Resource Console, etc). When scheduling a task or call on Resource Console, the timezone will default to the current timezone filter on the Resource Console. [22.01.131, UR7773137]
6215	22.02	GENERAL	TIME ZONES	FEATURE	Timezone support enhanced/added to some objects in Q360. Maintenance > Time Zone Form: Added "SQL Timezone" dropdown. This is critical for proper timezone translation. Admins will receive a warning upon login for each timezone missing this data. User Menu > User Preferences Form: Added ability for user to edit their own timezone. Maintenance > External User Form: Added timezone field for external users. Timebill Form: Added start and end timezone fields for cross-timezone timebilling (i.e. Start in EST and End in CST due to travel). Toggleable timezone picker added to grids that contain a datetime column (for display purposes only--time bill timezone operates independently). [22.01.118, UQ97117203]
6216	22.02	GENERAL	TIME ZONES	FIXED	Maintenance > Time Zones > Delete button now functions as expected. [22.01.114, UR4243876]
6217	22.02	GENERAL	TIME ZONES	FIXED	Outlook events now properly created when the dispatchschedule / task timezones are not the same as system timezone. [22.01.133, UR11372496]
6218	22.02	GENERAL	TIME ZONES	FIXED	Gantt Chart error "s360.W360.convertDateTimeZone is not a function" has been resolved. This error was data dependent (related to mixture of timezones in the task data). Gantt Chart will no longer produce this error. [22.02.002, UR22123289]
6219	22.02	GENERAL	TIME ZONES	IMPROVED	Added Timezone field for Task > Completion date, Project/Task Event > Date & Reviewed Date, Call Event > Date. Added recipient's current time to Email form (first recipient only). Added current time to Site form > Location Subtab to display the current time of the sites timezone. Additionally, fixed Resource Console > Schedule Task (no longer disappears after saving). Lastly, Project > Events Grid, Task > Events Grid "Date/Time" column now properly displays time. [22.01.135, UR11373693]
6220	22.02	GENERAL	USER MAINTENANCE	CHANGED	Maintenance > User Maintenance. Improved License Count Exceeded Reporting. Changes to a user are prevented when license count is exceeded. A warning will appear when creating a new userid and the Allow Login checkbox will not be able to be checked. This box will need to be unchecked on another user to remedy this. On save, if Allow Login box is already checked, an error will appear stating license count has been exceeded and user will need to un-check a different user before the current user can be saved with the login flag checked. On form load, if the Allow Login box is already checked, a warning will appear stating that license count has been exceeded, and changes to this User will not be allowed until the count has been reduced to within limits. [22.01.137, UR11023535]
6221	22.02	GENERAL	USER MAINTENANCE	FEATURE	Maintenance > Admin > Record Copy Configuration. When copying opportunity/quote/order/project/task, a new modal will appear allowing the user to determine whether key fields will be passed on to the copy. A new form, Record Copy Configuration, allows an ADMIN user to set default settings for these fields when copying. There is also a new Copy Opportunity extended menu option. [22.01.118, UQ76072508]
6222	22.02	GENERAL	USER MAINTENANCE	FEATURE	Maintenance > User Maintenance > Ext Menu. Admin users may now change and/or merge user IDs. [22.01.122, UQ81110962]
6223	22.02	GENERAL	USER MAINTENANCE	FIXED	Maintenance >External User. Drop down list to select the field to apply the search on now contains field names. [22.01.129, UR9533676]
6224	22.02	GENERAL	USER MAINTENANCE	FIXED	Maintenance > User Maintenance. When type is "GROUP," the following components will now be hidden: Email, Homepages, Q360 Contact, Pager Email, Login Flag, Login History tab. [22.01.144, UQ70917467]
6225	22.02	GENERAL	USER MAINTENANCE	FIXED	Maintenance > User Maintenance > License Count Exceeded. Warning message will now only appear when license count has been exceeded, not when license count has been met. [22.01.167, UR18201935]
6226	22.02	GENERAL	USER MAINTENANCE	FIXED	Maintenance > User Maintenance > Save. Error message no longer produced when making changes to a user while at the maximum user license count. Only when a user is being added to the license count will Q360 check against the license count plus 1. [22.02.002, UR21841235]
6227	22.02	GENERAL	USER MAINTENANCE	FIXED	Fixed external user issues. External Users will only see documents where Public Flag = Y. By default, adding a document as an internal user will not set the public flag. Adding a document as an External User will set the Public flag to Y. [22.02.002, UR23316814]
6228	22.02	GENERAL	USER MAINTENANCE	FIXED	User maintenance form now properly displays last version and last login date. [22.02.002, UR23668510]
6229	22.02	GENERAL	USER MAINTENANCE		Added a new report under Maintenance>Admin Reports that shows all Q360 Users and their associated License Types. This is useful in auditing your current Q360 licenses assignments. [22.01.126, UR8030735]
6230	22.02	GENERAL	USER PREFERENCES	CHANGED	User Menu > Change Password. Option now opens a modal. [22.01.124, UR7684008]
6231	22.02	GENERAL	USER PREFERENCES	CHANGED	User Menu > User Preferences and User Menu > Change Timezone. Previously, after changing user timezone it was necessary to relogin for all areas of Q360 to recognize the new timezone selection. When changing your timezone in Q360, it will now take effect immediately. All open forms that have a grid, resource console, or Gantt chart will immediately update the displayed timezone to the new one and shift times appropriately. Datetime inputs will also update to reflect the new user timezone, however, if the input has an associated timezone dropdown (ex. timebill start/end times) it will not be affected. [22.01.132, UR10515090]
6232	22.02	GENERAL	USER PREFERENCES	CHANGED	Maintenance > Admin > Error Message Manager. Relies on Permission ERRMESSAGE (VIEW and EDIT). When a Custom Error Message is added, the custom message will be displayed instead of the normal error message. All inputs will be read-only EXCEPT the Custom Error Message. [22.01.141, UR10728395]
6233	22.02	GENERAL	USER PREFERENCES	IMPROVED	File > HR Time Request > Submit or Update a request. Added HR Events as a Calendar Sync Item. Also deprecated the configitems SUBTASK_SUBTASKASSIGN_LINKTOEXTCAL, DISPATCH_SCHEDULED_LINKTOEXTCAL, FUNNEL_SCHEDULED_LINKTOEXTCAL, and replaced with a CodeType called CALENDRTYP . CodeValue3 can be used to block certain Sync Items globally (More CodeValues to Come). Additionally we have deprecated the 3 checkboxes to block task, dispatchschedules, and oppor funnel items on the User Preferences Form. It will now be one input for Sync Items to Block, which will allow for each user to block certain Sync Items. [22.01.168, UR18655990]
6234	22.02	GENERAL		CHANGED	Any comment field that has a green + button to add a quick comment. If the User's Edit Level is less than the Comment Fields edit level, the green + will no longer appear, preventing the user from adding a quick comment. [22.01.168, UR18848817]
6235	22.02	GENERAL		FEATURE	View > Global Comments. Global Comments now have a permission tab and View, Edit, Delete permissions can be set on a user-per-user basis. Global Comment Form - Base permissions: Requires GlobalComm_View to load, Requires GlobalComm_Edit to be able to edit a comment, Requires GlobalComm_Delete to be able to delete a comment. Public Comments: may be viewed by anyone with GlobalComm_View, may be edited by anyone with GlobalComm_Edit, may be deleted by anyone with GlobalComm_Delete. Non-Public Comments: Viewing - Requires GlobalComm_View AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the View Flag checked, Editing - Requires GlobalComm_Edit AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the Edit Flag checked, Deleting - Requires GlobalComm_Deleting AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with [22.01.105, UQ91389091]
6236	22.02	GENERAL		FEATURE	Added multi-select 'tag' fields to customer, site, and contact forms. Drop down values are sourced from new code types for various forms: CONTTAGS, CUSTTAGS, SITETAGS. Fields also allow for free form input. When a user adds a new value, it is automatically added to the corresponding code type. Note: Tags can only be one word. When searching for customers with specific tags, use a comma-separated format (i.e. golf, hockey). Search will find any record that contains all the terms. Order of terms should not matter. [22.01.141, UR13843950]
6237	22.02	GENERAL		FIXED	Main Menu Items. The Q360 dialog prompt pops up instead of the browser dialog. 1. Service > Generate Recurring Dispatches > Q360 prompt will appear asking to confirm "This will generate recurring dispatches, proceed?" Clicking Yes will generate recurring dispatches. Clicking No will close the Q360 prompt. 2. Projects > Post COGS For All Projects > OK > Q360 prompt will appear asking to confirm "Post all project COGS?" Clicking Yes will Post COGS for all projects. Clicking No will close the Q360 prompt. 3. Projects > Post Revenue For All Projects > OK -> Q360 prompt will appear asking to confirm "Post all project COGS?" Clicking Yes will Post Revenue for all projects. Clicking No will close the Q360 prompt. [22.01.155, UR17462109]
6238	22.02	GENERAL		FIXED	Help > Help Articles. Previously, when editing a Help Article with Content Type set to LINK, putting the form into Edit mode would wrap the content in HTML tags and occasionally add a non-breaking space also wrapped in a tag. This issue has been resolved and the content now renders and dispalys as expected. [22.01.157, UR17461857]
6239	22.02	GENERAL		FIXED	Opportunity form AND Site form. Previously, when trying to save the advanced search modal settings under 'Default', the settings would not appear as expected the next time the user opened the modal. Saved settings now load correctly. [22.01.157, UR17840551]
6240	22.02	GENERAL		IMPROVED	Maintenance > Import Map Builder. Added NOTE column as a selectable destination column for the TIMESHEET import map builder. [22.01.108, UQ98407108]
6241	22.02	GENERAL		IMPROVED	XML to temp table updated to handle sql DATE datatype. [22.01.167, UR18852971]
6242	22.02	HR	EMPLOYEE	CHANGED	HR > Employee/Hire. Added permissions for the Candidate Form: Candidate Activity- HRCANACT (Activity Tab), Candidate Contact- HRCANCONT (Contacts Tab), Candidate Detail- HRCANDET (Details Tab), Candidate Documents- HRCANDOC (Documents Tab), Candidate SSN/Salary- HRCANSAL (SSN, Salary Amount, Salary Unit, Salary Currency Type on Candidate Tab/History Tab), Candidate Skill- HRCANSKILL (Training Tab). [22.01.134, UR10323668]
6243	22.02	HR	EMPLOYEE	CHANGED	HR > Employee/Candidate > Delete Icon. Added Delete Button to Employee/Candidate Forms. This button is permission driven by pre-existing permissions (HRCANDIDATE_DELETE, HREMPLOYEE_DELETE, OR HRADMIN_DELETE). [22.01.147, UQ67726879]
6244	22.02	HR	EMPLOYEE	FEATURE	HR > Employee > Employee Tab. New columns added and GPS logic put in place to mirror the Site Form. Note: if MAPS API is set-up, user will see new icons to the right of the Address2 and Latitude fields. The Pin button will pull up the Employee's Location using the Google Maps API (based on the Address / Longitude / Latitude) and the Target button will look at the address fields on the employee form, and calculate the correct coordinates, replacing the original longitude and latitude. [22.01.152, UR16193802]
6245	22.02	HR	EMPLOYEE	FIXED	Amount column on the Employee > Benefits Grid previously was rounding to nearest whole number. It now rounds to two decimal places. [22.01.142, UR14535262]
6246	22.02	HR	EMPLOYEE	FIXED	When creating/editing an employee, if the calculated Hours per shift (difference between Default End Time and Default Start Time) is less than the employees "Non Available Hours," an error message will be triggered stating "Non available hours cannot be greater than difference between Default Start Time and Default End Time." This will also prevent the user from saving changes until it has been corrected. [22.01.144, UR8158865]
6247	22.02	HR	EMPLOYEE	FIXED	HR > Employee. Previously, when expanding some of the date fields, the buttons from the default vendor field overlapped the calendar pop-up. This is no longer the case. [22.01.176, UR19858462]
6248	22.02	HR	EMPLOYEE	IMPROVED	HR > Employee > Activity > Zoom in. Comment field now supports HTML in addition to plain text. [22.01.106, UQ99311751]
6249	22.02	HR	EMPLOYEE	IMPROVED	Added User Def, Documents, and History tabs to Employee Activity Form. Employee Activity documents can be seen in the Employee form Document grid. [22.01.121, UQ96618184]
6250	22.02	HR	EMPLOYEE	IMPROVED	HR > Employee. 1. Article Tab > Add an article -> Q360 prompt will appear asking to confirm "Add an article to this employee?" Clicking Yes will open the New Employee Article window with the employee's name auto filled in. Clicking No will close the Q360 prompt. 2. Benefits Tab > Add a benefit > Q360 prompt will appear asking to confirm "Add a benefit to this employee?" Clicking Yes will open the New Employee Benefit window with the employees name auto filled in. Clicking No will close the Q360 prompt. 3. Burden Tab > Add a Burden > Q360 prompt will appear asking to confirm "Add a burden to this employee?" Clicking Yes will open the New Employee Burden window. Clicking No will close the Q360 prompt. 4. Burden Tab > Delete a Burden > Q360 prompt will appear asking to confirm "Delete -Description of Burden- Burden" Clicking Yes will delete the selected burden. Clicking No will close the Q360 prompt. 5. Training Tab > Skills Grid > Add a Skill > Q360 prompt will appear asking to confirm "Add a skil [22.01.154, UR17211867]
6251	22.02	HR	GLOBAL SCHEDULE	IMPROVED	HR > Global Schedule. This enables customizations to Create Global Employee Schedule form to incorporate ALL as a filter option for Company. [22.01.100, UQ94887224]
6252	22.02	HR	GLOBAL SCHEDULE	IMPROVED	HR > Global Schedule. Added a filter that allows filtering employees by Labor Type, which is a value defined in the Employee > Details tab. [22.01.144, UQ53939400]
6253	22.02	HR	GLOBAL SCHEDULE	IMPROVED	HR > Global Schedule. Current Schedule Grid > Add > Q360 prompt will appear asking to confirm "Add -type- schedule item for -startdate-?" Clicking Yes will add the schedule item to the current schedule grid. Clicking No will close the Q360 prompt. AND Current Schedule Grid > Select item(s) > Delete > Q360 prompt will appear asking to confirm "Delete selected items?" Clicking Yes will delete the selected schedule item(s) from the current schedule grid. Clicking No will close the Q360 prompt. [22.01.154, UR17212597]
6254	22.02	HR	TIME BILL	CHANGED	Permissions required to start and stop time bills are now more consistent across the system. Icons/buttons/menu options that start/stop a time bill are driven by TIMEBILL_CREATE only. The ability to manually edit a time bill relies on TIMEBILL_EDIT. In cases where a user is able to start a time bill, and the time bill form would normally open (such as from the task list), it will now only open if the user has the TIMEBILL_VIEW permission. [22.01.104, UQ90786678]
6255	22.02	HR	TIME BILL	FEATURE	Time bill form > Ext Menu > Open Project Team Time Entry. Added Extended Menu option to Time bill form to launch the Project Timebilling form with fields pre-filled based on current Time Bill. Extended menu option requires the user to be an employee, and have PROJTEAMTB (View) permission. The option will be disabled if the time bill is not linked to a project and/or timebill, or if the linked project is not active. (Status must be in PRE/ACTIVE state). When user clicks the menu option, the Project Timebilling form will open and inherit project no, task no, category, sub category and wagetype fields where applicable. As to help facilitate this task, the start time field will no longer be disabled once the task number has been populated. [22.01.121, UR4401467]
6256	22.02	HR	TIME BILL	FEATURE	View > My Active Time Bills. Added new option "My Active Time Bills." Selecting this menu option will display any active time bills. [22.01.145, UQ67319346]
6257	22.02	HR	TIME BILL	FIXED	File > Timebill >Extended Menu > Post TimeBill and Projects > Post Timebill Records > Post Selected and HR > Post Timebill Records > Post Selected. If PWJOBCOST is ON and no prevailing rate is set up, it will now still post journal entries. [22.01.104, UQ98130455]
6258	22.02	HR	TIME BILL	FIXED	Web Client : File > Time Bill -> Open Timebill Records > Stop Timebill Modal and Mobile Tech: Stop TimeBill Icon. When an active timebill is stopped, only the needed information is displayed if it encounters an error. [22.01.115, UR4356345]
6259	22.02	HR	TIME BILL	FIXED	File > Timebill > Details Tab. Wagetype will no longer erroneously switch to default timebill wagetype if not flagged as prevailing and configured as prevailing. [22.01.115, UR4350123]
6260	22.02	HR	TIME REQUEST	FEATURE	Maintentance > General Codes > EMPSCHEDT code AND File > HR Time Request. Added ability for HR Time Requests to Auto-approve. Added new 'Auto-approve' column to grid for EMPSCHEDT code types. User can select between 4 options: blank, MGR, HR, BOTH. When an employee submits a request for a type where the value is populated, it will skip the appropriate approval stage. MGR - the manager approval step will be skipped, but the request must be approved by HR. HR - the manager will have to approve the request, but the HR approval step will be skipped. BOTH - the request will progress directly to APPROVED status. [22.01.152, UQ91058024]
6261	22.02	HR	TIME REQUEST	FIXED	HR > HR Time Request. Fixed issue caused by one or more email addresses not associated with a User ID breaking the notification chain. Auto generated emails are still sent to the users with HR permissions that have email addresses associated with their User ID on either the Employee table OR the UserID table. Auto generated emails are still sent to the employee that submitted the time off request. [22.01.119, UR890238]
6262	22.02	HR	TIME REQUEST	FIXED	File > HR Time Request. Invalid date error message no longer appears in date fields when changing dates. [22.01.121, UR5779192]
6263	22.02	HR	TIME REQUEST	FIXED	HR > HR Time Request. The Q360 dialog prompt pops up instead of the browser dialog. 1. Schedule Grid > ext. menu > Cancel Selected > Q360 prompt will appear asking to confirm "Cancel selected items?" Clicking Yes will cancel the selected items. Clicking No will close the Q360 prompt. Schedule Grid > ext. menu > Deny Selected > Q360 prompt will appear asking to confirm "Deny selected items?" Clicking Yes will prompt you for a "Reason for denial" > Submit > Denies the item. Clicking No will close the Q360 prompt. [22.01.156, UR17215447]
6264	22.02	HR		CHANGED	Main HR menu previously contained "Hire." This now displays as "Candidate" and opens the Candidate Search form. [22.01.131, UR10729119]
6265	22.02	HR		FEATURE	HR > Global HR eAcceptance. Added new form allowing HR to send eAcceptance document to employees. [22.01.157, UR16856197]
6266	22.02	HR		FIXED	HR > Candidate > Training Tab > Add Skill. Corrected the Skill Creation so it pulls in the Candidate Info correctly, resulting in the ability to save the Skill. [22.01.157, UR17462193]
6267	22.02	INVENTORY	ASSETS	FIXED	Fixed Asset lookup via long numeric serial now functioning as expected. [22.01.140, UR13941625]
6268	22.02	INVENTORY	ASSETS	FIXED	Previously, when using the "Add to Customer as Product" option on the Parts Entry form for an asset, the master journal record that was created to reflect the movement of this part would not use the Asset's cost to fill in the Master Journal Unit Cost value. It would always set this value to 0. Now, the master journal entry created from this process will set the Unit Cost on the entry to equal the Asset's cost. Note: This is only true for Assets. Other item types will display a Unit Cost value of $0.00 in the master journal. The system will only process valuations for A type items. [22.01.158, UR17914566]
6269	22.02	INVENTORY	GLOBAL UPDATES	FIXED	Live Data > Inventory > Master Valuation vs Account Detail. Created missing indexes so report runs faster. [22.01.126, UR7411170]
6270	22.02	INVENTORY	IMPORT/UPDATE	FIXED	In the import map builder, users may map a spreadsheet column to "itemtype" for quote and order imports. The item type is now derived from the masterno, not spreadsheet. Itemtype is no longer available as a mappable field in the map builder. To import SALE, COMMENT, BLANK, and SUBTOTAL line item types, set the masterno in the spreadsheet to one of those values. [22.01.133, UR10833163]
6271	22.02	INVENTORY	IMPORT/UPDATE	FIXED	Standard voucher item import map now has user fields. [22.01.148, UR16415886]
6272	22.02	INVENTORY	IMPORT/UPDATE	IMPROVED	Inventory > Import/Update Masters. Improved ability of importer to handle large imports. [22.01.105, UQ98545736]
6273	22.02	INVENTORY	KITS	FIXED	Quote > Line Items. When a Kit has multiple line items that share the same MasterNo but have different descriptions/costs, and the Kit Master has the 'Use Kit Detail Cost' box checked, the cost of each individual line item is now accurately pulled upon adding the Kit to a Quote. [22.01.129, UR9530537]
6274	22.02	INVENTORY	MASTERS	CHANGED	Accounting > Accounts Payable > Vouchers. NON Q and A type masters: if linked to a service contract, the account field may now be updated. Q and A type masters: if linked to a service contract, the account field is READ-ONLY. [22.01.136, UR12078909]
6275	22.02	INVENTORY	MASTERS	FIXED	Inventory > Master > Create Master By Branch can now handle 00 Company No. [22.01.115, UR4353011]
6276	22.02	INVENTORY	MASTERS	FIXED	Inventory > Master Profiles > Edit > Save with a change. When a Master Profile is saved, it now only checks to see if there are duplicates based on active profiles (inactiveflag = 'N'). [22.01.124, UR6530256]
6277	22.02	INVENTORY	MASTERS	FIXED	Master by Branch > price override - will now carry Branch cost on time bill posting. [22.01.134, UR11466788]
6278	22.02	INVENTORY	MASTERS	FIXED	Master by branch price override flag will now be respected for cost when billing service calls where a posted time bill is linked to a Master No. [22.01.139, UR13177098]
6279	22.02	INVENTORY	MASTERS	FIXED	When merging one master into another, the master journal action is now properly recorded as "Merge Master." [22.01.141, UQ61773009]
6280	22.02	INVENTORY	MASTERS	FIXED	Inventory > Master > Sales Tax tab. Previously, the sales tax column header listed 'COUNTRY' instead of 'COUNTY.' This has been corrected. [22.01.146, UR15933518]
6281	22.02	INVENTORY	MASTERS	FIXED	Master > Ext. Accounts tab > Add a new Extended Account. When adding a new Master Extended Account to a Master with an ampersand in the title, the redirected URL will no longer break. [22.01.167, UR18736255]
6282	22.02	INVENTORY	MASTERS	IMPROVED	Master > Trans Tab now allows users to paginate grid. [22.01.129, UR9404080]
6283	22.02	INVENTORY	MASTERS	IMPROVED	Find Product tab and flyout > Cost Column. The cost value dynamically displays Standard or Average cost based on SALECOST configuration. This rule now applies to Q, A and L type items. [22.01.155, UR1887246]
6284	22.02	INVENTORY	ORDERS	FIXED	Inventory > Purchase Queue > Extended Menu > Replace Unverified Item. When replacing an item the allocation flag is now set and the allocation quantity is increased per the qty. [22.01.107, UQ99486746]
6285	22.02	INVENTORY	ORDERS	IMPROVED	Client Core > Inventory > Work Queues > Orders/Parts Pick Q > Pick Form. If a line item has a note appended to it, a red bubble will appear on the line item. Similarly, when a note is made on an order, a red bubble will appear on the Pick Q (Parts Pick & Orders Pick Q) beside the Order No. Hovering over the red bubble will display the note. [22.01.149, UQ53875150]
6286	22.02	INVENTORY	PHYSICAL INVENTORY	CHANGED	Inventory > Physical Inventory Count. Added QtyOnHand & QtyPicked (by branch) to the Physical Inventory Count Item grid. Applying Variance error message will now appear in the ErrorLog Table error message when QTY PICKED is greater than QTY COUNT imported/entered and user attempts to apply the variance to the selected item. Importing Physical Inventory Count will now check for duplicate masters, and if there are multiples, populate 'more than once' column. [22.01.120, UR4865824]
6287	22.02	INVENTORY	PHYSICAL INVENTORY	FIXED	Inventory > Physical Inventory Count. Updated form to behave properly regardless of number of lines. [22.01.100, UQ93208605]
6288	22.02	INVENTORY	PHYSICAL INVENTORY	FIXED	Dispatch > Parts tab > Adding part from Find Product grid. An existing item with no system number will no longer hinder adding a new part. [22.01.110, UR1887311]
6289	22.02	INVENTORY	PHYSICAL INVENTORY	FIXED	Qty value from Find Product now properly resets after a part has been added to a call. [22.01.153, UR17101195]
6290	22.02	INVENTORY	PHYSICAL INVENTORY	FIXED	Inventory > Tech Returns. The Q360 dialog prompt pops up instead of the browser dialog. Tech inventory Grid > Return Selected > Q360 prompt will appear asking to confirm "Are you sure?" Clicking Yes will return the selected item. Clicking No will close the Q360 prompt. NOTE: If the line item on the MasterNo has been invoiced, a credit invoice will need to be created. If you would still like to return this item a BROWSER dialog prompt will appear for EACH of the line items. [22.01.157, UR17632081]
6291	22.02	INVENTORY	PHYSICAL INVENTORY	FIXED	Inventory > Physical Inventory Count. The Q360 dialog prompt pops up instead of the browser dialog. 1. Ext. Menu > Complete The Count > Q360 prompt will appear asking to confirm "This will finalize the count. Are you sure you want to continue?" If Inventory Lock is off: Clicking Yes Will Complete the Count. Clicking No will close the Q360 prompt. If Inventory Lock is on: Clicking Yes will pop up another Q360 prompt. Clicking No will close the Q360 prompt. 2. Ext. Menu > Complete The Count (With Inventory Lock ON) > Test case 1 Q360 prompt > Q360 prompt will appear asking to confirm "Inventory is locked for this branch. Do you want to remove the lock?" Clicking Yes will remove the lock and complete the count. Clicking No will close the Q360 prompt. 3. Inventory Items Grid > Ext. Menu > Apply Variance to Selected Items > Q360 prompt will appear asking to confirm "Apply the Variance will update your inventory quantities using the values under the Variance Used column, This process will also post GL ent [22.01.157, UR17566894]
6292	22.02	INVENTORY	PHYSICAL INVENTORY	IMPROVED	Inventory > Physical Inventory Count. Record locking has now been implemented on the Physical Inventory Count form. Now, when a user has this form in edit mode, another user will not be able to put the same count into edit mode or use the extended menu options, "Add to Count", "Complete the Count", "Import Inventory Count", or "Add remaining Q types as Zero Balance." [22.01.141, UR13104528]
6293	22.02	INVENTORY	PHYSICAL INVENTORY	IMPROVED	Inventory > Physical Inventory Count > Extended Menu > Print Variance Report. Added AVG Value column displaying average value of each master as of the End Date of the physical inventory count. [22.01.160, UR16895607]
6294	22.02	INVENTORY	PICK ORDER	IMPROVED	Pick Order is no longer case sensitive. [22.01.129, UR10320589]
6295	22.02	INVENTORY	PICK ORDER	IMPROVED	Inventory > Work Queues > Order Pick Q. Orders Pick Q color coding has changed. An Order in the Pick Q should show YELLOW if: 1. There are Order line items that are in DATAENTRY status that can be picked and they are not linked to a PO, but the Order cannot be picked in FULL. 2. There are Order line items that are in DATAENTRY status that can be picked and they are linked to a RECEIVED PO Item, but the Order cannot be picked in FULL. An Order in the Pick Q should show GREEN if: All Order line items that are in DATAENTRY can be picked in full and there are no items linked to a PO that are not RECEIVED. Otherwise an Order in the Pick Q should show RED (all RED lines should be excluded if the PICK ONLY checkbox is checked). This also assumes other logic surrounding PO Release dates, etc is followed. Note: There are situations in which an order appears in the Q that has all PICKED items. This row should be green. [22.01.135, UR11568332]
6296	22.02	INVENTORY	PROGRAM EFFICIENCY	CHANGED	Inventory > Purchasing Q > Ext menu > Replace Unverified Items AND Sales > Quote > Line Items > Ext menu > Replace Unverified Items. In these two locations, the Enter key will no longer move focus to the grid. When a selection is made, the user will be prompted with a confirmation modal. [22.01.161, UR18269157]
6297	22.02	INVENTORY	PURCHASE ORDERS	CHANGED	Purchase Order form > Detail Grid > Detail Grid Extended Menu. Option "Cancel Selected Line(s)" now requires Permission PURCHASE (EDIT). [22.01.119, UR5077493]
6298	22.02	INVENTORY	PURCHASE ORDERS	CHANGED	Inventory > Purchasing Queue. When choosing a vendor on a particular or multiple line it will only auto create a master vendor record if AUTOMASTERVENDOR configuration is ON and one does not already exist. [22.01.132, UR9401497]
6299	22.02	INVENTORY	PURCHASE ORDERS	CHANGED	Inventory > Purchasing Queue or Sales > Order > Create PO for this Order (extended menu option). The standard Q360 dialog prompt now displays when creating a PO for a specific order through the extended menu. There are two options in the prompt: "Yes" & "No." Clicking "yes" will continue to create the PO, clicking "no" will cancel the process, close the dialog box and return user to the Purchasing Q. Doing nothing will NO LONGER assume any answers. [22.01.153, UR16799350]
6300	22.02	INVENTORY	PURCHASE ORDERS	FEATURE	Inventory > Purchase Order > Line Items Tab > Extended Menu > Unlink Selected Item(s) From Order Items/Link Selected Item to Order Item. Additional functions added. Note: PO Line Item Ext Menu PO status must be in DATAENTRY, and received / PO Header cannot be Cancelled. To Un-Link Selected Line Item(s) From Orders (Multi-Select): Order item must be in DATAENTRY, PICKED, or CANCELLED. Additionally, if order item is picked, unpick the line first, then unlink. To Link Selected Line Item To Orders (Single Select): Order FROM item must be in DATAENTRY or CANCELLED, and Order TO item must be in DATAENTRY and both Qty and Masterno must match. Note new permissions required for these functions: POITEMLINK (Exec) and POITEMUNLINK (Exec). [22.01.148, UR13947036]
6301	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Purchase Order > Purchase As field on Item now shows a more specific error message when this attempt fails. [22.01.101, UQ96622449]
6302	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Purchase Orders > Process Button > Receive PO. When attempting to ship and receive RMA POs linked to an ICO order item, the process will now complete without "item not available" error. [22.01.105, UQ98704577]
6303	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Work Queues > PO Receive Q > Drill into a PO, or Purchase Order Form > Gear Icon > Receive PO. Duplicate Serial Number check will now only produce an error if the Master Number is the same as well. [22.01.112, UQ94887632]
6304	22.02	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. [22.01.113, 22.01.002,22.01.003, UR3508526]
6305	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Manufacturer and Part No are will now be passed from PO to voucher item. [22.01.114, UR3986261]
6306	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Purchase Orders > Receive PO. Inventory lock now only applies to PO's with Q and A item types. [22.01.119, UR4354356]
6307	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Purchase Orders > Ext Menu > Copy PO. Copied POs now carry over payment method. [22.01.122, UR6672025]
6308	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Work Queues > PO Receive Q > Receive Purchase Order form. User may now successfully over-receive a PO line item when PO includes a CANCELLED item. [22.01.122, UR6528091]
6309	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Split POs now retain link to service agreement. [22.01.123, UR7257018]
6310	22.02	INVENTORY	PURCHASE ORDERS	FIXED	New line items that are created as a result of Over-Receiving a line item, will no longer be linked to Projects, Service Calls, or Service Contracts, and will instead be received to Inventory. [22.01.124, UR7568945]
6311	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Accounting > Customers > PO's Tab. Amount column now displays two decimals to reflect PO amount accurately. [22.01.126, UR8756724]
6312	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Accounts Payable > Purchase Orders > Load a Purchase Order > Process Button > Receive > Receive 1 or More items on the PO > Yes to Prompt for printing PO Receipt. Printing PO Receipt now works as expected. [22.01.126, UR8724859]
6313	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Accounting > Accounts Payable > Purchase Orders. Q360 now prevents the receipt of assets if masters on the order item and linked PO item are not the same. The link and unlink on the masterno on the detail tab if purchase item is linked to order item will now be disabled as well. [22.01.128, UR7259565]
6314	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Work Queues > PO Receive Q > Drill in to receive a PO > Packing Slip field. Packing Slip information is now saved on the purchase item upon receiving the item. [22.01.133, UR11119670]
6315	22.02	INVENTORY	PURCHASE ORDERS	FIXED	When creating a dropship PO from an order, the PO now opens as expected after the Purchasing Queue closes. [22.01.136, UR12313438]
6316	22.02	INVENTORY	PURCHASE ORDERS	FIXED	PO Receive Q. Improved error messaging. [22.01.152, UR16568235]
6317	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Purchase Orders / Work Queues > PO Receive Q. The Q360 dialog prompt pops up instead of the browser dialog. 1. Quit Button -> Q360 prompt will appear asking to confirm "Are you sure you want to cancel?" Clicking Yes closes the Receive Purchase Order. Clicking No closes the Q360 dialog prompt. 2. Save Button > When over receiving (When qty Received > qty ordered AND qty ordered > 0 AND the master type is not 'A') > Q360 prompt will appear asking to confirm "Are you sure you want to cancel?" Clicking Yes > over received item grid displays > Continue. Clicking No closes the Q360 dialog prompt. 3. Receive Purchase Order > Ext. Menu > Update Drop Ship Info > Update Drop Ship Info Modal > Update (If no items are able to be drop shipped) > Q360 prompt will appear asking to confirm "Did not find any items to drop-ship on Order No. -contractno-. Do you want to drop ship this order?" Clicking Yes will Update the Drop Ship Info + Drop ship the order. Clicking No will Update the Drop Ship info and [22.01.155, UR17269351]
6318	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Purchase Queue > Grid Extended menu > Create Purchase Orders For Selected Items. Branch Site address linkage setup in general codes for branches now carries over to Ship To address of the PO if non-drop shipped. PO otherwise works as before. [22.01.155, UR17269274]
6319	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Inventory > Purchase Orders. The Q360 dialog prompt now pops up instead of the browser dialog. 1. Purchase Order > Ext. Menu > Update Drop Ship Info (must have a ship type of 'drop') > Select new courier > Update > Q360 prompt will appear asking to confirm "Are you sure you want to cancel?" Clicking Yes will update the drop ship info. Clicking No will close the Q360 prompt. 2. Line Items Tab > Line Items Grid > Delete > Q360 prompt will appear asking to confirm "Delete -MasterNo- - -description-?" Clicking Yes will delete the line item. Clicking No will close the Q360 prompt. 3. Line Items Tab > Line Items Grid > Select multiple line items > Delete > Q360 prompt will appear asking to confirm "Delete selected line items?" Clicking Yes will delete the selected line items. Clicking No will close the Q360 prompt. 4. Purchase Order > Ext. Menu > Remove Un-Received Items > Q360 prompt will appear asking to confirm "Remove unreceived items?" Clicking Yes removes the unreceived items. Clicking No will cl [22.01.170, UR17404194]
6320	22.02	INVENTORY	PURCHASE ORDERS	FIXED	Accounting > Accounts Payable > Purchase Order > Activities tab. When adding an activity, it will now be properly linked to the PO and will appear in the grid. [22.01.170, UR19109216]
6321	22.02	INVENTORY	PURCHASE ORDERS	IMPROVED	Inventory > PO. Changing the vendor on the PO will now also update the approvers from the new vendor. [22.01.113, UR3653559]
6322	22.02	INVENTORY	PURCHASE ORDERS	IMPROVED	Inventory > Work Queues > Inventory Re-Order Q. Users will now be able to factor picked quantities into the calculation that determines when they need to order more of a given master. The idea is that picked quantities are essentially spoken for and should not be included in the quantity on hand calculation when it comes to inventory re-ordering decisions. Added: New filter on the Inventory Re-Order Q labeled "Exclude Picked (OH - Picked)". When this filter is checked, the number shown in the On Hand column of the report will actually show the Master's On Hand count minus the master's Picked count. This is the number that will be compared to the master's reorder quantity. If (On Hand - Picked) < ReOrder, the master will appear in the Q. This works the same way as the "Use Avail (OH - Alloc)" filter except it uses the master's picked quantity rather than the allocated quantity. Note: When the "Use Avail (OH - Alloc)" filter is checked, the Picked Quantity filter will automatically become checked and it [22.01.136, UR10437969]
6323	22.02	INVENTORY	PURCHASE ORDERS	IMPROVED	Inventory > Work Queues > PO Receive Q. Column Added to the Grid to indicate if there are DropShip Items on the PO. [22.01.148, UQ54187199]
6324	22.02	INVENTORY	RMA	FIXED	Purchase Order->Extended Menu> Create Voucher. Users are now able to generate vouchers for Returned Equipment to Vendor. [22.01.116, UR3903127]
6325	22.02	INVENTORY	RMA	FIXED	RMA TEST > Create Vendor RMA > ADD Replacement to PO > Add Refurbished Item > Ship Replacement > Send Replacement from Vendor Replacement, Edit the PO, and update the replacement item. Error Message no longer produced upon sending Replacement parts, which will not have Order Items, and thus won't be linked to a Contract. [22.01.121, UR5783858]
6326	22.02	INVENTORY	RMA	FIXED	RMA TEST > Create Vendor RMA > Add Replacement to PO > Add Refurbished Item > Do Not Ship Replacement to Customer. When a Replacement Part is NOT sent to the Customer, the replacement item will no longer be linked to the Call or Project, preventing the display of an error upon editing the replacement item. [22.01.123, UR6840861]
6327	22.02	INVENTORY	RMA	FIXED	When creating an RMA order through the Extended Menu on the Order form, type A and Q line items will still be placed in the RMA Q, but the Asset Number and Serial Number will not auto populate. Previously, auto populating these fields and then attempting to scan the RMA order resulted in an error message stating "this asset is already scanned." [22.01.123, UR6838219]
6328	22.02	INVENTORY	RMA	FIXED	Inventory > Work Queues > RMA Test Q. When Move To Available > and saying yes to returning as a Refurbished item and the master is already created but average cost and QtyOnhand is zero and RMA item is greater than qty > 1 it will now calculate average cost correct as a single unit cost and not the multiple of line item qty. [22.01.127, UR8872151]
6330	22.02	INVENTORY	RMA	FIXED	The RMA Q no longer produces an error if the Asset No column is pre-populated for an item. The item will be properly scanned if an acceptable value is entered in the scan field. [22.01.137, UQ91727593]
6331	22.02	INVENTORY	RMA	FIXED	Inventory > Work Queues > RMA Test Q > Extended Menu > Move to Available. When an RMA is created for a company other than company 01, and the RMA item is moved to available (as a refurbished item), Q360 will now look up cost for -R for the specific order company. [22.01.149, UR16489748]
6332	22.02	INVENTORY	RMA	FIXED	Inventory > Work Queues > RMA Test Q. The Q360 dialog prompt now pops up instead of the browser dialog. [22.01.155, UR17405400]
6333	22.02	INVENTORY	RMA	FIXED	Inventory > Work Queues > RMA Test Q > Drill into item. The Q360 dialog prompt now pops up instead of the browser dialog. 1. Process RMA Test Inventory > Ext. Menu > Move to Available > Q360 prompt will appear asking to confirm "Are you sure?" Clicking Yes will continue to ask if the user would like to restock it as refurbished or not and then move it to available. Clicking No will close the Q360 prompt. 2. Process RMA Test Inventory > Ext. Menu > Move to Available > continue > Q360 prompt will appear asking to confirm "Restock as refurbished item?" Clicking yes will restock the item as a refurbished item. Clicking No will Move the item to available. 3. Process RMA Test Inventory > Ext. Menu > Create Vendor Credit > Q360 prompt will appear asking to confirm "Are you sure you want to create a vendor credit?" Clicking Yes will open the chosen vendor modal. Clicking No will close the Q360 prompt. 4. Process RMA Test Inventory > Ext. Menu > Create Vendor RMA > Q360 prompt will appear asking to conf [22.01.160, UR17405059]
6334	22.02	INVENTORY	RMA	FIXED	Inventory > Work Queues > RMA Test Q. Extended Menu > Move to Available > YES to creating an RMA invoice will now create AND open an invoice. The Q360 dialog prompt pops up instead of the browser dialog. 1. Awaiting RMA Testing Grid > Ext. Menu > Move to Available > Q360 prompt will appear asking to confirm "Are you sure you want to move the selected items to inventory?" Clicking No will close the Q360 prompt. Clicking Yes will open another Q360 prompt asking to confirm "Restock as refurbished?" Clicking Yes will Move the selected items to inventory AND restock the items as refurbished. Clicking No will move the selected items to inventory and will not restock the items. Q360 prompt will appear asking to confirm "Do you want to create RMA invoices?" Clicking Yes will do the aforementioned AND create RMA invoices. Clicking No will do the above and will not create an RMA invoice. 2. Awaiting RMA Testing Grid > Ext. Menu > Create vendor RMA > Q360 prompt will appear asking to confirm "Are you sure yo [22.01.160, UR17572300]
6335	22.02	INVENTORY	RMA	FIXED	Inventory > Return To Vendor. The Q360 dialog prompt pops up instead of the browser dialog. 1. Cancel Button > Q360 prompt will appear asking to confirm "Are you sure you want to cancel?" Clicking Yes will close the RMA Return to Vendor Form. Clicking No will close the Q360 prompt. 2. Save Button > Q360 prompt will appear asking to confirm "Return all items?" Clicking Yes > Q360 prompt will appear asking to confirm "Add replacement Items?" Clicking No will close the Q360 prompt. 3. Save Button > Clicking Yes on Return all items > Q360 prompt will appear asking to confirm "Add replacement Items?" Clicking Yes will create a PO and add replacement items. Clicking No will create a PO and will not add replacement items. [22.01.160, UR17516213]
6336	22.02	INVENTORY	RMA	IMPROVED	Inventory > Work Queues > RMA Test Q > Drill into an item. When clicking on the 'Vendor Credit' hyperlink, it now redirects to the VOUCHER form. [22.01.158, UR17914585]
6337	22.02	INVENTORY	VENDORS	FIXED	Inventory > Work Queues > Inventory Reorder Q. Added call to populate the current user. [22.01.101, UQ96456903]
6338	22.02	INVENTORY	VENDORS	IMPROVED	Added delete button to Vendor grid. Requires MASTERVEND_DELETE permission. [22.01.153, UR7256436]
6339	22.02	INVENTORY		FEATURE	Master, Quote, Order, Purchase Order, Voucher. Manufacturer pull down menu converted to a free form dropdown menu. [22.01.153, UQ67845653]
6341	22.02	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. [22.01.121, 22.01.002,22.01.003, UR6388507]
6342	22.02	PROJECTS	CHECK PROJECT CLOSE	FIXED	Projects > Extended Menu > Create Project Closing Entry. Closing Entry is now adjusting the revenue on each account correctly for EXPENSERATIO and LABORRATIO Costing Methods. [22.01.126, UR7568169]
6343	22.02	PROJECTS	CHECK PROJECT CLOSE	FIXED	Check Project Close and Create Closing Entry now use Post Date entered by User, rather than Today's Date. If the project meets all other criteria for closing, and there are journal entries for the project after today's date, user will be able to close the project if they choose a Post Date AFTER the journal entries furthest in the future. This action will no longer produce an error. [22.01.155, UR16012187]
6344	22.02	PROJECTS	CHECK PROJECT CLOSE	FIXED	Project > Projects > Create Closing Entry for LABRATIO and EXPENSERATIO will now take into account subsegment when making final closing entries. Check Project Close routine will identify unacceptable order line items with non income accounts that are non warranty lines [22.01.161, UQ99136200]
6345	22.02	PROJECTS	CHECK PROJECT CLOSE	IMPROVED	Added checks on "Check Project Close" and "Create Close Entry" processes to determine if there are any GL Journal Entries with a Link = PROJECT and Link no = the project where the GL Reversal entry has not yet been created. User will be prevented from processing "Create Close Entry" if there is any GL Journal Entry with a pending reversal date linked to the project. [22.01.124, UR4453508]
6346	22.02	PROJECTS	COGS	CHANGED	If the COGSHR config is set to ON, and the user does NOT have DISPLBRCST permission, the user will be prevented from drilling into the detail of Actual Labor Cost and / or Earned Labor Cost. [22.01.115, UR3099304]
6347	22.02	PROJECTS	COGS	CHANGED	Create Project COGS Invoice no longer checks for GL or AP Journal being closed. It checks AR Journal only. [22.01.162, UR18436535]
6348	22.02	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. [22.01.102, 22.01.002,22.01.003, UQ94411676]
6349	22.02	PROJECTS	GANTT CHART	FIXED	Projects > Project > Extended Menu > Open Gantt Chart. Delete dependency now works as expected and the deleted item stays deleted upon refresh. [22.02.002, UR21841679]
6350	22.02	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. [22.01.108, 22.01.002,22.01.003, UQ93207949]
6351	22.02	PROJECTS	MATERIALS	FIXED	Projects > Materials. Project Material Grid Price and Ext Price now pull currency symbol from the Order. [22.01.100, UQ93209163]
6352	22.02	PROJECTS	MATERIALS	FIXED	Project Form > Material Tab > Extended Menu of the Grid "Create CCO Quote for Selected Item(s)." A CCO quote may now be created for items in DATAENTRY, SHIPPED AND PICKED statuses. [22.01.105, UQ95967376]
6353	22.02	PROJECTS	MATERIALS	FIXED	Project > Material Grid > Ext Price/Ext Cost Columns. Column now displays decimal values. [22.01.113, UR3096588]
6354	22.02	PROJECTS	MATERIALS	FIXED	Project Form > Material Tab > Grid Ext menu > Update WBS/Group options AND Project Form > Material Tab > Right-click on grid > Set Value For [ColumnName]. Updating Group and WBS fields now functions properly. [22.02.002, UR22246086]
6355	22.02	PROJECTS	MATERIALS	IMPROVED	Projects > Projects > Material Tab > Grid Extended Menu > Ship Selected Item(s). DATAENTRY status lines will now be auto-picked and shipped consistently. Note: This does not apply to A type material lines. [22.01.103, UQ97468400]
6356	22.02	PROJECTS	MATERIALS	IMPROVED	Projects > Projects > Material Tab. Improved search procedure behind the material grid to return data quicker. Values will return the same as previously. [22.01.156, UR17514230]
6357	22.02	PROJECTS	MATERIALS	IMPROVED	Project form > Materials grid. Create Product From Selected Items now supports A, Q, M and K type items. [22.01.163, UR18596602]
6358	22.02	PROJECTS	ORDERS	CHANGED	Order Form > Process Order to create Project. The prompts on the Order forms have been changed to the standard Q360 dialog prompts from the browser based prompts. [22.01.157, UR16795753]
6359	22.02	PROJECTS	ORDERS	FEATURE	Added Quick ICO Feature. Added Scheduled Hours and Remaining Hours columns to the Projected vs. Actual Hours report. Scheduled Hours are the sum of Effort on Tasks (not sub-tasks) that have a timebill category that will create a Timebill linked to the rows Master. Remaining Hours are Scheduled Hours minus the amount of posted timebills already linked to the rows master. A non-live data version of the Projected vs. Actual Hours Report has been created. This version includes an editable "Adjustment" column that will default as 0.00. This version has been added to the Following Paths: Project > Print Menu > Projected vs. Actual Hours, Project > Quick View > Grid Ext Menu > Project Status (opens based on the project no in the selected row of the report), Live Data > BI Data > Grid Ext Menu > Project WIP (opens based on the project no in the selected row of the report). The non-live data version includes an Extended Menu with the option to "Process ICO". When this menu option is clicked, it will generate an [22.01.132, UQ97737065]
6360	22.02	PROJECTS	ORDERS	FIXED	Order > Header Tab > Buttons on ProjectNo field. The unlinking action is now subject to the same validation criteria as when unlinking an order from Project > Orders / Invoices tab. Criteria that will prevent unlinking an order: order has a line item that is in any status other than DATAENTRY or CANCELED, order has at least one line item that has been invoiced, and / or order has at least one item that was received on a PO. Criteria that will prevent users from linking an order: has any item that is marked NO BILL. [22.01.105, UQ96292078]
6361	22.02	PROJECTS	ORDERS	FIXED	Projects tab > Projects. When attempting to add/create or link/unlink Invoices, Credits, Orders or Quotes on the Orders/Invoices tab user will receive error message and not be allowed to continue if the Project is in POST state. Similarly, when attempting to add/create PO's or Vouchers on the POs/Vouchers tab user will receive error message and not be allowed to continue if the Project is in POST state. [22.01.107, UQ98262822]
6362	22.02	PROJECTS	ORDERS	FIXED	Projects > Material Tab > Grid Ext Menu > Ship Selected Item(s). Added a condition to the cursor to set only processed line items TechConfigFlag to 'Y.' Linked line Items will no longer remain in DataEntry Status, or become stuck in Picked Status, resulting in failed shipments. [22.01.111, UQ97603491]
6363	22.02	PROJECTS	ORDERS	FIXED	When Creating an ICO or CCO from the Project Materials Grid, form will now open in Edit mode. [22.01.149, UQ63164394]
6364	22.02	PROJECTS	PROGRAM EFFICIENCY	FIXED	Increased allowable Project Title length to 254 characters to match the Order/Quote title to prevent termination. [22.01.121, UR5902669]
6365	22.02	PROJECTS	PROJECT EVENTS	FIXED	Projects > Projects > Team/Events Tab. The Q360 dialog prompt pops up instead of the browser dialog. Team Grid > Drill into team member > Edit > Search > Select NEW team member > Save > Q360 prompt will appear asking to confirm "Do you want to replace all references on task(s) with new contact?" Clicking Yes will replace all references on Task(s) with the new contact (the new team member will replace the old one on SAVE). Clicking No will close the Q360 prompt. [22.01.157, UR17408772]
6366	22.02	PROJECTS	PROJECT EVENTS	IMPROVED	Project Form > Documents Tab. "Events" checkbox added. When selected, the grid will include project event documents. [22.01.100, UQ95183346]
6367	22.02	PROJECTS	PROJECT TEMPLATE	FIXED	Project Template > Ext Menu > Copy Template to Project. When copying a template to a new project, the date modal now correctly prompts the user to enter "New Start Date." [22.01.108, QS191719]
6368	22.02	PROJECTS	PROJECT TEMPLATE	IMPROVED	Order > Create Project from Template. The contact of a newly created project from an order now only selects the contact that is associated with the customer on the order. [22.01.110, UR1732425]
6369	22.02	PROJECTS	REVENUE	CHANGED	Projects > Post Revenue for All Projects. Project Revenue will now exclude template projects. [22.01.102, 22.01.002,22.01.003, UQ94412122]
6370	22.02	PROJECTS	REVENUE	CHANGED	BI Invoice Records has been renamed Invoice Record Analysis. Project Profits will now be calculated at run time. [22.01.110, 22.01.002,22.01.003, UQ97295265]
6371	22.02	PROJECTS	REVENUE	FEATURE	Added "Revenue/Cost Forecast" to Project Extended Menu. [22.01.154, UR16936078]
6372	22.02	PROJECTS	REVENUE	FIXED	Projects > Extended Menu > Create Closing Entry. Non-deferred revenue now checks to confirm Project revenue = Invoiced. [22.01.102, UQ94885023]
6373	22.02	PROJECTS	REVENUE	FIXED	Create project from order. Budgeted Revenue will be calculated in the same currency as the project companyno. [22.01.126, UR7775497]
6374	22.02	PROJECTS	REVENUE	FIXED	Task (Invoice Type) > 100% Task > Invoice Now (With an Offsetting Invoice on the project and the PROJINVINCLUDEWARRANTY ON. Will now ignore OFFSET invoices when calculating Total Invoiced so that the total invoiced will not exceed the Project Revenue. [22.01.143, UR14779605]
6375	22.02	PROJECTS	REVENUE	FIXED	Projects > Project > Extended Menu > Create Warranty Service Contract. OFFSET invoices will no longer calculate a retention line if retention is turned ON. [22.02.002, UR22199750]
6376	22.02	PROJECTS	REVENUE	IMPROVED	Projects > Projects > Profit Tab. Added Remaining Column. Projected - Actual = Remaining with a few exceptions including Revenue = (Projected Revenue - Earned Revenue) AND Invoiced = (Projected Revenue - Actual Invoiced).[22.01.145, UR12421257]
6377	22.02	PROJECTS	TASKS	FEATURE	While Project Gantt Chart is NOT in edit mode, the user may now right click on a Task or Subtask item and Split it based on the length the original task is defined (i.e. If the task is defined in Days the split is by days, if defined in Hours it will split in hours). The Split must be less than the duration of the existing task, therefore a task defined as 1 day or 1 hour cannot be split further. A user attempting to split a task equal to or beyond its estimated duration (i.e. splitting a 1 day task by 1 day or 1 day task by 3 days) will receive an error message "Split amount cannot be greater than task est. duration." Splitting a task with Subtasks will only split the parent task, it will not create subtasks or re-assign subtasks from the original to the newly created task. When splitting, the Estimated Effort of the task(s) is not changed, therefore the original task's estimated effort will be left unchanged and the new tasks estimated effort will be set to 0.00. [22.01.123, UR4446342]
6378	22.02	PROJECTS	TASKS	FEATURE	Task > Events and Call > Events. Comment box is now HTML content. [22.01.132, UR10833568]
6379	22.02	PROJECTS	TASKS	FEATURE	Project > Task Tab > Sub-Extended Menu > Copy Selected Tasks. Added ability to copy multiple tasks at once from the Project Task Grid. Creates a copy of the selected tasks and adds " - COPY" to the titles. New copy will appear in the task grid. DOES NOT open the task form. [22.01.164, UQ65719114]
6380	22.02	PROJECTS	TASKS	FIXED	Projects > Tasks > Task Control. Fixed amount now limited to two decimal places. [22.01.101, UQ96622322]
6381	22.02	PROJECTS	TASKS	FIXED	Projects > Projects > Task Tab > Bring up Task Invoice Task > Extended Menu > Invoice now. 100 % percent billing invoices from a task will now reflect correct overall value. [22.01.103, UQ97467393]
6382	22.02	PROJECTS	TASKS	FIXED	Task Form > Task Tab > Percent/Fixed Amount Fields (appear when Task Control = 'Invoice' and Invoice Type = 'FIXED' or 'PERCENT'). Previously, both fields displayed the currency symbol. The percent field now displays the % symbol. [22.01.123, UR6838025]
6383	22.02	PROJECTS	TASKS	FIXED	Projects > Tasks, Project form > Tasks tab > Drill into Task. Rendering of fields now persists on form save and refresh. Wage rate hidden fields now show/hide properly. [22.01.124, UR7566270]
6384	22.02	PROJECTS	TASKS	FIXED	Filtering on task grid now functions properly. [22.01.125, UR8149313]
6385	22.02	PROJECTS	TASKS	FIXED	View > My Tasks. Users of type 'GROUP' are now excluded from the User List. [22.01.144, UQ53939364]
6386	22.02	PROJECTS	TASKS	FIXED	Task Form (Subtasks only) > Email/Docs Tab. Corrected Error Message to allow for Documents Grid to load. [22.01.160, UR18206043]
6387	22.02	PROJECTS	TASKS	IMPROVED	Projects > Tasks. Java Script confirmation messages have been updated to use Q360 framework confirmations. Instead of seeing the browser default message with the Ok and Cancel options, user will see a Q360 prompt with customizable options (default yes, no). [22.01.100, UQ95356051]
6388	22.02	PROJECTS	TASKS	IMPROVED	Project > Tasks > Invoice Now (ext menu) > Invoice (from Task) > Comments/Notes tab. When a task is successfully invoiced, the invoice form comments/notes tab will now populate plain text without unnecessary HTML tags. [22.01.118, UR4455454]
6389	22.02	PROJECTS	TASKS	IMPROVED	Projects > Projects > Task Tab > Task Grid > Ext menu > Project Task Detail Report. Added Project Task Detail Report to Project Task Grid Extended menu. [22.01.152, UR16937258]
6390	22.02	PROJECTS		CHANGED	Project Management enhancement. Changed caption from "Install Date" to "Install Finish" on Project and Opportunity forms. [22.01.158, UR17990602]
6391	22.02	PROJECTS		FEATURE	Added "Labor Forecast" to Project Extended Menu. [22.01.154, UR16936054]
6392	22.02	PROJECTS		FIXED	Projects > Projects > SOW Tab. If multiple orders are linked to a single opportunity which is linked to a project, only one distinct opportunity SOW will now display instead of repeated SOWs. [22.01.134, UR11563781]
6393	22.02	PROJECTS		IMPROVED	Projects > Projects > SOV > SOV button > Create SOV Invoice. Added new case when Site is not set, to update Taxdist on created invoice to match the project. [22.01.103, UQ95035939]
6394	22.02	REPORTS	DASHBOARDS	CHANGED	Executive Dashboard category changed to EXECUTIVE. [22.01.145, UR15414374]
6395	22.02	REPORTS	DASHBOARDS	FEATURE	Dashboards > Widget Designer. "Graph" type widgets (ie. NOT gauges or summaries) now have a "Style" tab when editing the widget. [22.01.103, UQ97293125]
6396	22.02	REPORTS	DASHBOARDS	FEATURE	It is now possible to have Dashboards displayed publicly, using User Type: DISPLAY. Note: DISPLAY users consume a license and must still be granted the correct permissions for Dashboards and the Data Sources. [22.01.113, UQ98701312]
6397	22.02	REPORTS	DASHBOARDS	FIXED	Dashboards > Cash Position. Pre-payments will no longer show up on the Invoiced MTD cash position dashboard when they should not be included. [22.01.111, UQ96124389]
6398	22.02	REPORTS	DASHBOARDS	FIXED	In rare instances, Dashboard > Add Gauge would fail and nothing would happen. Added code to prevent this occurrence. [22.01.132, UR10928249]
6399	22.02	REPORTS	DASHBOARDS	FIXED	Resolved an incorrect link on the extended menu of the One Dashboard. [22.01.140, UR13178452]
6400	22.02	REPORTS	DASHBOARDS	FIXED	Dashboard > Widget > Line Graph > Color coding issue. Graph legends now appear correctly. [22.01.162, UR18401566]
6401	22.02	REPORTS	LIVE DATA REPORTS	CHANGED	LDView_ProjectProfit scope has changed. Inactive projects are now included. Any live data reports based on this view will change accordingly. [22.01.124, UR6530080]
6402	22.02	REPORTS	LIVE DATA REPORTS	FEATURE	New Live Data Reports added including: AP Open Aging Report, AR Open Aging Report, BI Data Revenue and Expense per Period Report, Invoicing by Period Report, Key Account Balances Report, Open Service Calls Report, Sales Opps by Company Report, Sales Order Bookings Report. [22.01.105, UQ99136567]
6403	22.02	REPORTS	LIVE DATA REPORTS	FEATURE	Live Data > Live Data Reports > Design a report using datasource: LDView_EmployeeActivity. Added extended menu option to append a feedback note. [22.01.106, UQ99139392]
6404	22.02	REPORTS	LIVE DATA REPORTS	FEATURE	Live Data > Accounting > Employee Capacity Forecast. New report allows you to see workload assigned to employees by month or week compared to their capacity / availability, and allows users to drill down to the details of work assigned. [22.01.166, UR18655606]
6405	22.02	REPORTS	LIVE DATA REPORTS	FEATURE	Added new Sales Leads live data report. [22.01.176, UR19859570]
6406	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Accounting > Cash Flow Forecast Detail. Corrected SQL Report Zoom so that it leverages SQLReport_FixedCost_Forecast to allow for zooming into detail on Fixed Costs (Accounts with the Fixed Cost Flag checked). [22.01.100, UQ94139132]
6407	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Live Data Reports > create report with LDView_SalesQuota as Data Source. Amended procedure to return expected data in non-extensible grid. [22.01.102, UQ97299880]
6408	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Live Data Reports > Projected vs. Actual Hours. Projected hours field now defaults to value of contract item qty. [22.01.102, UQ97118064]
6409	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data Report > Month End Fixed Asset Sub-Ledger will no longer erroneously show 100 % depreciation for assets if the report was run with an end date in a future month. [22.01.107, UQ99491145]
6410	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Live Data Reports. Sales Clearing Reconciliation Report filter is now functioning properly. [22.01.107, UQ99819395]
6411	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Querying LDView_Quote will no longer result in duplicate rows for the same quote if the SalesPerson field is empty on the Quote, and there are Employee records that have no designated username. [22.01.108, UR529890]
6412	22.02	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. [22.01.109, 22.01.002,22.01.003, UR695742]
6413	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Project Search modal from Live Data report filter panel will now search inactive projects as well as active projects at initial load. [22.01.113, UR3098287]
6414	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Total Invoicing > FX Rate Column. FX Amount now calculates properly based on Invoice subtotal on Non-Master Invoices. [22.01.117, UR4452616]
6415	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Rows that do not have an employee assigned within a Company/Branch/Labor Type that match a scheduled task will now appear in the report. [22.01.122, UR5075104]
6416	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Fixed minor issue with saving date filter on Live Data Reports. [22.01.122, UR6676191]
6417	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Fixed BiDataProjectWip EarnedLaborRevenue value calculation. [22.01.126, UR8627804]
6418	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Customer Profitability > Get Results > Zoom into one of the Customers. Zooming into a Customer on the Customer Profitability Report no longer results in a blank Detail Report. [22.01.127, UR8757709]
6419	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Graph Sales Opportunity (Q0248). This report provides more accurate information by not returning duplicates for a single opportunity. In order to achieve this, the report no longer has a column for Sales Group and Sales Group No. [22.01.138, UR12210810]
6420	22.02	REPORTS	LIVE DATA REPORTS	FIXED	Live Data > Total invoicing. Re-added footer (removed in release 22.01) to apply only to FX Amount column. [22.01.151, UR15862362]
6421	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Live Data > Live Data Reports > Project WIP Reconciliation. Amended filter for Company to be a dropdown list. [22.01.100, UQ94127493]
6422	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Live Data > Live Data Report > [SEARCH BOX] Cash Receipts Detail > Design SQL tab > Add Fields. The following fields have been added to the Print_CashReceipts data source: SUBTYPE (VARCHAR), SUBTYPE2 (VARCHAR). [22.01.101, UQ96623139]
6423	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Live Data > Live Data Reports > Design SQL Tab. Added "Distinct" checkbox. When this box is checked, the report will only return one row for each unique set of values. Note: This will only be applicable if the data source is a VIEW and using "Distinct" checkbox will also disable pagination and "Customize Grid" for that report. [22.01.108, UQ97468683]
6424	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Added Entity Currency Symbol to LDView_Invoice and LDView_VendInvoice. [22.01.114, UR3905512]
6425	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Projected vs Actual Hours Report. Added new columns to better analyze hours Sold, ICO'd, CCO'd, and Actual. [22.01.117, UR4403462]
6426	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Added new view: LDView_InventoryMasterVendor. [22.01.132, UR10915829]
6427	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Any Time Period Filter (i.e. Annual Bookings by Month OR Account Detail). Q1-Q4 added to Time Period Filter drop down menu. [22.01.138, UR11565939]
6428	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Sales > Reports > Activity List (Activity List Live Data Report). Report has been updated to include multi-select filters for Type, Salesrep, and Status. Date filters have been updated to use the time period dropdown. [22.01.143, UQ53939358]
6429	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Live Data > Live Data Reports > Data Source > [SELECT REPORT] > Design SQL > ADD FIELD(S). Added several new fields as options. [22.01.150, UR16773800]
6430	22.02	REPORTS	LIVE DATA REPORTS	IMPROVED	Live Data > Project Forecast Snapshot Report. Added Live Data Extended Menu option for Project Forecast Snapshot LDR. Note: Only ADMIN users are permitted to use this option. [22.01.158, UR17987277]
6431	22.02	REPORTS	LIVE DATA SOURCES	CHANGED	Live Data > Live Data Reports. Added EXPENSEAPPROVER and REPORTSTO fields to LDView_ExpenseClaimItem. [22.01.107, UQ99317316]
6432	22.02	REPORTS	LIVE DATA SOURCES	FEATURE	Maintenance > Datasource Admin > Preview sub tab and Live Data > Live Data Reports > Designer Tab > Data Source label. Added Preview (top 10 rows) of raw data in the selected data source. Data source must be a database VIEW. Note: this feature is not applicable to stored procedure data sources. [22.01.102, UQ97120352]
6433	22.02	REPORTS	LIVE DATA SOURCES	FEATURE	Maintenance > Datasource Administration and Live Data > Live Data Reports > Data Source > [SELECT REPORT] > Design SQL. Added the following fields inherited from Quotes to LDVEIW_QUOTE data source: Quote Currency, Quote > SalesRep > Mobile, Quote > SalesRep > Phone, Quote > SalesRep > PhoneExt, Quote > Oppo > Won/Lost Code. [22.01.105, UQ97494860]
6434	22.02	REPORTS	LIVE DATA SOURCES	FIXED	LDView_BIEmpUtilization > PTOHours. All approved time off is now reported correctly. [22.01.136, UR1732929]
6435	22.02	REPORTS	LIVE DATA SOURCES	FIXED	Previously, rows in LDView Project were multiplied by the number of opportunities linked to the project. This duplication error has been resolved and now only data from the oldest linked opportunity will appear. [22.01.139, UR13255429]
6436	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Data Source > LDView_Project. Added SIC_Code field. [22.01.100, UQ93871569]
6437	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Create new report with LDView_RecurringServiceCall as data source. Product Status field added. [22.01.103, UQ95227269]
6438	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Create new report with LDView_Commissions as data source. Added STATUSCODE to LDView_Commissions based on following criteria: WHEN PROJECTNO '' THEN PROJECTS.STATUSCODE, WHEN CALLNO '' THEN DISPATCH.STATUSCODE, WHEN SERVICECONTRACTNO '' THEN SERVICECONTRACT.STATUSCODE, WHEN CONTRACTNO '' AND PROJECTNO = '' AND CALLNO = '' AND SERVICECONTRACTNO = '' THEN CONTRACT.STATUSCODE [22.01.103, UQ97120929]
6439	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Added SHIPSITENO to LDView_Purchase. [22.01.104, UQ98132113]
6440	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Create new LDR using LDView_Oppor as data source. Added Nickname field. [22.01.107, UQ98401137]
6441	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Combined Income Statement w/ FX now supports up to 100 subaccount groups. [22.01.107, UQ98132309]
6442	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Right click on grid > Customize Grid > Related Tables tab. Added PrimaryTableName to exec dbo.create_table. This change will add LDView_ProjectProfit to the related tables list for customizing. [22.01.107, UQ99488002]
6443	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Added the following columns to LDView_InvoiceItem: Invoice Date, Entity no (Company No), Invoice type, Branch, Department, Due Date, Bill to Company, Customer, Sale Type, and PO No. [22.01.109, UR717301]
6444	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Note column added to LDView_Invoice (Core). [22.01.110, UR1888319]
6445	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Total Invoicing with Location. Added ship city, ship state, ship zip to Get_TotalInvoicing. [22.01.110, UR1887846]
6446	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data > Live Data Reports > Report using LDView_Oppor as data source. Added fields for SalesRepPhone, SalesRep2Phone, and SalesRep3Phone to LDView_Oppor. [22.01.114, UR3900473]
6447	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data Report using LDView_Oppor for a data source. Added: InstallDate, ContactPhone ("Phone Number" on Opportunity form), ContactEmail ("Cont. Email" on Opportunity form). [22.01.118, UR4867406]
6448	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Added two new fields to LDView_BIProjectWIP: VOUCHEREDAMOUNT - The sum of vouchers, VOUCHERPAIDAMOUNT - The sum of Payments made to vouchers. Note: Q0291 is the template LD report that utilizes this data source. [22.01.129, UR10187675]
6449	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	Live Data Reports > Create New > Design SQL > Data Source: LDView_ExpenseClaimItem - VIEW. Added fields: Add Date, Mod Date, Add By, Rcpt Flag, Orig Amt, Call #, Oppor #, PO #. [22.01.152, UR16852619]
6450	22.02	REPORTS	LIVE DATA SOURCES	IMPROVED	User ID Live Data View. Added User Company and Customer Company fields to UserIDView. User Company matches companyno from userid. Customer Company links to the contact record associated with the userid. [22.01.157, UR17517089]
6451	22.02	REPORTS	REPORT MAINTENANCE	CHANGED	Now excluding invoices of type 'OFFSET' from being reported in error section of Data Integrity report that reports Deferred Revenue Account Number errors. [22.01.130, UR10197908]
6452	22.02	REPORTS	REPORT MAINTENANCE	FIXED	Maintenance > Report Maintenance > Parameters Grid. Manually adding a parameter will now set the sequence of that parameter causing the ordering to be consistent when loading the parameters on the Print Modal. Note: Manually adding parameters is not a recommended practice. The creation of parameters should be handled by the report upload process. [22.01.123, UR7257050]
6453	22.02	REPORTS	SSRS	FEATURE	SSRS may now be run on a separate server from the SQL server. For configuration details, see Help Center. [22.01.146, UR15865426]
6454	22.02	REPORTS	SSRS	FIXED	SSRS Report Parameter sequencing is now correct when a report has more than 9 parameters. [22.01.119, 22.01.002,22.01.003, UR4968447]
6455	22.02	REPORTS	SSRS	FIXED	Reserved characters (;?:@&=+$,\*\|"/) now get stripped out of the primary key for SSRS report names. I.e. a master no of C10:4X will now generate the report name LABELRCPT_C104X_20220630110004. [22.01.121, UR5779122]
6456	22.02	REPORTS	WORKFLOW	FIXED	Workflows > Projects Overview > Overdue Tasks Bucket , Due This Week Bucket, Due Next Week Bucket, Due Week After Bucket, Overdue Invoicing Tasks Bucket, Upcoming Invoicing Tasks This Month Bucket AND Workflows > Engineering > Requested Project Design/Eng Bucket, Assigned Project Design/Eng Bucket, Overdue Project Design/Eng Bucket. Timebilled column now only reports the time billed at the task or sub task level but not overall. [22.01.107, UQ99487050]
6457	22.02	REPORTS	WORKFLOW	IMPROVED	Workflow > Service Overview > Calls Open Too Long bucket. Amended bucket to display the total number of calls from the Dispatch Q that is generated when clicking on the bucket by using a newly created Live Data Report (WF_Get_SuspectQ) as the Data Source for the bucket. [22.01.122, UR5075691]
6458	22.02	REPORTS	WORKFLOW	IMPROVED	Workflow > Workflow Definitions > Warehouse > Parts To Pick bucket. Added filters for PO Release Date, Parts, Non-Parts, Linked, Not Linked, No Part Orders, and Pick Only. [22.01.129, UR8055936]
6459	22.02	SALES	COMMISSIONS	FIXED	Accounting > Commissions > Commission Export. Fixed numbering of Sales Reps in Calc_Commissions, to pull Sales Rep from the correct record. On the insert to the commissionadvice table, the inserted USERID should ALWAYS be from the linked record, not only the linked invoice. [22.01.154, UR17219874]
6460	22.02	SALES	COMPANY	IMPROVED	Sales > Quick Data Entry. Added companyno field to main tab for multi company customers. [22.01.121, UR6392510]
6461	22.02	SALES	CONTACT LIST ADMIN	CHANGED	Sales > Manage Contact List > Select Mailing List > Contacts Grid > Add Contact. Contact list admin search now only includes active users. The status code is now hard coded to active and cannot be changed. [22.01.133, UR11113663]
6462	22.02	SALES	CUSTOMER	FIXED	Sales > Customer > Extended Menu > Merge Other Customer Into This Customer & Merge as Location Into Another Customer. Q360 now prevents merging customer records if one or both of the Customer No's return nothing from the database. [22.01.158, UR17916824]
6463	22.02	SALES	FUNNELS	FIXED	Sales > Quick View > View Funnel. Tab captions now update correctly. [22.01.101, UQ96451591]
6464	22.02	SALES	FUNNELS	FIXED	Sales > Sales Admin > Sales Score Setup, Dashboard > Sales Score Card, and Live Data > Sales Score Card. Funnel Score column will now appear / be available as a field that can be added. Results are calculated based on the CONFIGITEM values for 'SALESCORE' in ConfigData table. [22.01.103, UQ95354816]
6465	22.02	SALES	FUNNELS	FIXED	Sales > Opportunities. The trigger to update the Funnel will now occur if the Won/Lost Code is blank or ACTIVE. [22.01.124, UR7416850]
6466	22.02	SALES	FUNNELS	IMPROVED	Sales > Quick Views > Funnel Forecast. Funnel forecast now checks sales group access if an individual sales rep is passed. [22.01.124, UR7685363]
6467	22.02	SALES	OPPORTUNITIES	FIXED	Printing an Opportunity now properly links reports and emails to the Opportunity. [22.01.100, UQ95035249]
6468	22.02	SALES	OPPORTUNITIES	FIXED	Sales > Opportunities. Fixed minor issue relating to similar ContactNos autofilling incorrect contact name. [22.01.128, UR9190342]
6469	22.02	SALES	OPPORTUNITIES	FIXED	Site Form > Opportunity Grid > Add New Opportunity. Previously, when adding a new opportunity from the site opportunity grid, the SIC field did not carry over from the customer form. This field now carries over to the new opportunity. [22.01.162, UR18360953]
6470	22.02	SALES	OPPORTUNITIES	FIXED	Sales > Opportunities. The Q360 dialog prompt pops up instead of the browser dialog. 1. Opportunity > Activities Tab > Activity Grid > Delete > Q360 prompt will appear asking to confirm "Do you want to delete the selected Activity?" Clicking Yes will delete the selected activity. Clicking No will pop up an alert: Activity not deleted. 2. Opportunity > Interest Drop Down Field > On Change > Q360 prompt will appear asking to confirm "Change this funnel Opportunity?" Clicking Yes will change the funnel. If documents, activities or scheduled items are attached, it will ask to remove. Clicking No close the Q360 prompt. 3. Opportunity > Update Rem. > Calendar Icon > Q360 prompt will appear asking to confirm "Add reminder to Calendar?" Clicking Yes will add reminder to calendar. Clicking No will close the Q360 prompt. 4. Opportunity > Funnel Grid (Opportunity Tab) > Link Button > Select a Funnel > Q360 prompt will appear asking to confirm "Do you want to delete the existing funnel steps?" Clicking Yes [22.01.165, UR17457846]
6471	22.02	SALES	OPPORTUNITIES	IMPROVED	Labor Forecast Overview - now incorporates DEFAULTOPPFORECASTLAG config setting. Options are any numerical value. Default = 30 days which will push the forecast to start 30 days after opportunity close date. [22.01.114, UR2520248]
6472	22.02	SALES	OPPORTUNITIES	IMPROVED	Opportunity > Opportunity Tab > Activities subtab AND Opportunity > Activities tab. Activities grid now includes email records. Zooming into an email record will open the email form. [22.01.165, UR18694995]
6473	22.02	SALES	ORDERS	CHANGED	Order > Confirm/Approve Order > Extended Menu > Create Warranty Service Contract and Order > Confirm/Approve Order > Create Service Contract for Warranty Items from Contract Prompt. Con Type of a newly created Service Contract, when created from an order, defaults to Order Type of the Order if the value is a valid SCTYPE. If the value is not a valid SCTYPE, the Con Type will deafult to CONTRACT. Both of these are true regardless of whether the service contract is created via the prompt upon approving/confirming the order, or via the Extended Menu option after the non-part items have been shipped. [22.01.107, UQ98402745]
6474	22.02	SALES	ORDERS	CHANGED	Extended Menu to Copy Quote/Order or Refresh Line Item COST Fields. When a Quote/Order is copied and has been completed using the GROUPING feature, the respective grouping on the new Quote/Order should match that of the original. When a Quote/Order cost is updated, the Child Items associated under a NON-MASTER GROUP HEADER such as SUBHEAD, COMMENT, BLANK LINE should be INCLUDED in the update (K Type Masters work using the same SYSTEM_NO and SYSTEMMASTERFLAG association, however because they are themselves a MASTER the current procedure identifies those, then checks whether the MASTER has a setting enabled to "use line item cost/price" to determine if the cost/price of the MASTER is used or the child line item instead. For Refresh, the proc LineItemsCost_Update obtains a SQL Cursor for ALL line items of SYSTEMMASTERFLAG ='Y'. As such, the application will ONLY update the line item costs where they are not part of another item (kitted or grouped). [22.01.162, UR10198958]
6475	22.02	SALES	ORDERS	FEATURE	Added the ability to update the Staging Location of an Order Item directly from the Order > Line Items grid. [22.01.152, UR16894201]
6476	22.02	SALES	ORDERS	FEATURE	Sales > Orders. Added ability to split M type line items with a qty of 1 by value. Notes: Only available on order form (not quote). Uses existing 'Split Item' extended menu option. Item status code must be DATAENTRY. Item cannot be linked to any other 'object' aside from quote item. Parent Contract Item No is not copied. Item will be split according to value: after splitting, there will be two lines with qty of 1, each with a price of half the original price. [22.01.153, UR16010668]
6477	22.02	SALES	ORDERS	FIXED	Sales > Orders > Line Items > Grid ext menu > Un-Ship Line Item. Un-ship process now checks for the correct permission, UNSHIP (Exec). [22.01.165, UR18273324]
6478	22.02	SALES	ORDERS	FIXED	Sales > Orders > Line Items > Extended Menu > Cancel Selected Line Item(s). Now functions properly and no longer produces an error message. Fixed a cursor issue that wasn't iterating through each selected item. Added additional logic to check whether the Line Item has a credit memo against it. [22.01.171, UR18363110]
6479	22.02	SALES	ORDERS	IMPROVED	Sales > Orders. When Saletype is configured to create a call, the salesrep(s) fields will populate from Order as long as there are values in these fields. [22.01.103, UQ94413485]
6480	22.02	SALES	ORDERS	IMPROVED	The "Vendor" and "Preferred Vendor" fields on Order > Line Items > PO Info sub tab are now hyperlinked. [22.01.114, UR3901656]
6481	22.02	SALES	ORDERS	IMPROVED	Order Item Import. Added three missing columns for section information. [22.02.002, UR23668833]
6482	22.02	SALES	QUOTES	CHANGED	Sales > Quotes. Profile information now carries over when adding Quicklist items to quote. [22.01.104, UQ96621632]
6483	22.02	SALES	QUOTES	FEATURE	When approving quotes, the following validations will now take place if the new VERIFYQUOTEBOOKING config is ON. 1. Check for sale items without a master no. AND (qty * price) is NOT 0. 2. Check for master no without an item type. This task also fixes an issue created at version 22.01.139 where various line item related errors would not show up. [22.01.149, UQ61719365]
6484	22.02	SALES	QUOTES	FIXED	Sales > Quotes > Quote > Line Items > Quick List. Added notes to Quick List so they transfer over when selected as Quick List item. [22.01.101, UQ93866668]
6485	22.02	SALES	QUOTES	FIXED	Quote > Line Items Tab > Quick List Fly Out. Line items on a new quote will inherit the OptionalFlag status of the corresponding line items on the Quick List quote. [22.01.101, UQ95207142]
6486	22.02	SALES	QUOTES	FIXED	Sales > Quotes. Temp table financeoption.title will now accommodate as many characters as the title and company name combined. Larger combinations will no longer produce an error. [22.01.106, UQ99140219]
6487	22.02	SALES	QUOTES	FIXED	Sales > Quote/Order > Detail Tab > PRINCIPAL. PRINCIPAL field now carries over to Order from Quote. [22.01.107, UQ99651891]
6488	22.02	SALES	QUOTES	FIXED	Sales > Quote. Increased maximum number of digits that can be stored as value of MSRP Discount %. Users can now approve/convert quotes with line items that have a large negative discount percentage. [22.01.120, UR5492520]
6489	22.02	SALES	QUOTES	FIXED	Quote/Order Extended Menu COPY Quote/Order. Lines flagged as a Parent Line now keep the Status upon COPY Quote/ORDER. [22.01.129, UR9664802]
6490	22.02	SALES	QUOTES	FIXED	Toggling off an optional item, then toggling it back on will now remove tax amount on Quote Item if bypass calculation is set to No. [22.01.131, UR7259351]
6491	22.02	SALES	QUOTES	FIXED	Sales > Quote > Line Items > Extended Menu > Import Line Item(s) AND Sales > Order > Line Items > Extended Menu > Import Line Item(s). QuoteItem_Import and OrderItem_Import Temp tables now accurately reflect imported print flag. When importing K type line items, the kit detail parts load and are aligned appropriately below/within the K type item they belong to. If the Print Flag for a K type line item is set to 'Y' on the spreadsheet being imported, the kit detail parts will print with the K type item even if the print flag is turned off on the master. Additionally, if the flag is set to 'N' on the spreadsheet, this flag will override the print flag checked on the master. [22.01.136, UR7777349]
6492	22.02	SALES	QUOTES	FIXED	Quote process was changed to open a Q360 mail screen when rejecting a quote. An email template was created and the Email_get_Default.sql was modified to work with the email template. [22.01.145, UR13838943]
6493	22.02	SALES	QUOTES	FIXED	Sales > Opportunity > Quotes Grid. Quotes linked to opportunities may now have PO numbers greater than 20 values without producing an error. [22.01.145, UR15420707]
6494	22.02	SALES	QUOTES	FIXED	Sales > Quotes > Extended Menu > Refresh Line Items, Sales > Orders > Extended Menu > Refresh Line Items. Refresh line cost will now happen to all items inside the nested folders and outside. [22.01.148, UR9290040]
6495	22.02	SALES	QUOTES	FIXED	Process Button. The Q360 dialog prompt pops up instead of the browser dialog. 1. Sales > Quotes > Select a Quote > Process Button > Close Quote > Q360 prompt will appear asking to confirm "Are you absolutely sure?" Clicking Yes will close the quote. Clicking No will close the Q360 prompt. 2. Inventory > Purchase Orders > Process Button > Cancel PO > Q360 prompt will appear asking to confirm "Are you absolutely sure?" Clicking Yes will cancel the PO. Clicking No will close the Q360 prompt. 3. Inventory > Purchase Orders > Process Button > (Select a confirmed PO) > Return PO To Dataentry > Q360 prompt will appear asking to confirm "Are you absolutely sure?" Clicking Yes will return the PO to data entry status. Clicking No will close the Q360 prompt. [22.01.155, UR17463276]
6496	22.02	SALES	QUOTES	FIXED	Sales > Sales Admin > Extended Quote Authorization Rules. The Q360 dialog prompt pops up instead of the browser dialog. 1. Quote Auth. Rules Grid > Add > Q360 prompt will appear asking to confirm "Add a new quote authorization rule?" Clicking Yes will open the Add quote Auth. rule form to add a rule. Clicking No will close the Q360 prompt. 2. Quote Auth. Rules Grid > Delete > Q360 prompt will appear asking to confirm "Add a new quote authorization rule?" Clicking Yes will delete the record and pop up an alert: Record(s) Deleted. Clicking No will close the Q360 prompt. [22.01.155, UR17459186]
6497	22.02	SALES	QUOTES	IMPROVED	Sales > Quotes and Orders. Java Script confirmation messages have been updated to use Q360 framework confirmations. Instead of seeing the browser default message with the Ok and Cancel options, user will see a Q360 prompt with customizable options (default yes, no). [22.01.100, UQ95509165]
6498	22.02	SALES	QUOTES	IMPROVED	Add Revenue Percentage Column to the Sale Profit Summary grid on the Quote and Order forms. [22.01.105, UQ98848287]
6499	22.02	SALES	QUOTES	IMPROVED	Sales > Quote/Order > Line Items Tab > Find Product Side Panel. Added 'Clear Filters' button to Find Product Side Panel on Quote/Order. [22.01.114, UR3647689]
6500	22.02	SALES	QUOTES	IMPROVED	Sales > Quote > Line Items tab. Discount percent is now calculated when adding a new line item, and is dynamically updated if user manually edits the Unit Price of a line item. [22.01.116, UQ98703004]
6501	22.02	SALES	QUOTES	IMPROVED	Sales > Quotes, Sales > Orders > Line Items tab. Added Section panel and subtab to help organize and navigate groups by grouping line items. See Help Center documentation for additional details. General performance optimizations and framework improvements. Changed "Insert" behavior on Line Items grid. If target row is a section that is collapsed or a non section row, "insert" will drop as a sibling after it. If target row is a section that is expanded or a section that has no items, "insert" will drop as a child of the target section. If selection is cleared (right click > clear selection), "insert" will drop inserted items at the end of the quote. [22.01.162, UR9532515]
6502	22.02	SALES	QUOTES	IMPROVED	Opportunity > Quotes Grid > Select 1 or more Quotes from the grid > Print Ext Menu > Print Quotes. User may now print one or more quotes using the new "sections" quote templates when printing directly from the opportunity. The template must be set up to handle multiple quotes being passed. Currently in core, only the Standard Quote - Sections and Standard Proposal - Sections template are set up to handle this (old quote templates are being phased out with the section enhancements). Header information will come from the Opportunity, including bill and ship company info, sales rep info, title, and key. [22.01.175, UR18561691]
6503	22.02	SALES	QUOTES	IMPROVED	Quote Item Import. Added three columns for section information. [22.02.002, UR21677407]
6504	22.02	SALES	SALES BOOKINGS	FIXED	Sales > Quick Views > Sales Bookings Report. Corrected issue with parameters preventing multi-selects on filters from working. [22.01.153, UR17095076]
6505	22.02	SALES	SALES FORECAST	CHANGED	The color coding of "Previous Close Date" and "Previous Status" columns has been moved to the "Close Date" and "Status" columns respectively. [22.01.113, UR3657506]
6506	22.02	SALES	SALES FORECAST	IMPROVED	Sales > Quick Views > Sales Forecast. Added multi-select functionality to the Sales Rep filter. Note: If user is not a member of the sales group with View permission, they will only be able to run the forecast with results where they are the salesrep, salesrep2 or salesrep3 on the opportunity. [22.01.118, UR4765182]
6507	22.02	SALES	SALES LEADS	FIXED	Sales > Sales Leads. The Q360 dialog prompt pops up instead of the browser dialog. Sales > Sales Lead > Delete > Q360 prompt will appear asking to confirm "Are you sure you want to delete this Sales Lead?" Clicking Yes will delete the sales lead. Clicking No will close the Q360 prompt. [22.01.155, UR17460125]
6508	22.02	SALES	SALES LEADS	IMPROVED	Sales > Sales Lead > Extended Menu > Import Sales Lead. Added a Sales Lead Import Map Type and Import Map. [22.01.114, UR3991306]
6509	22.02	SALES		FEATURE	Sales > Quick Data Entry. Several new features added and changes made: Opportunities are no longer created by default. Only the Customer Record (including main site) and Contact records are created by default. Number of form fields reduced to adhere to the goal of "Quick Data Entry." Adding activities is now an option from quick data entry. Added buttons to manually add opportunities and / or activities. The entire form can be tabbed through more efficiently, the Opportunity and activity buttons should reveal the tab, navigate to it and focus on the first field. Greatly enhanced the record clean-up process which should reduce the number of "empty" customer records and orphaned sites, contacts, and opportunity records. Both the revert button and window close buttons will revert all created records and close the window. Upon save, the form will close and the created customer record will open. If an activity or opportunity was created, those records will open in their appropriate forms as well. [22.01.169, UR13175721]
6510	22.02	SERVICE	CALLS	CHANGED	Tech User > Add Signature to a Call. Document_create permission check no longer performed when adding a signature to a call. [22.01.106, UQ99315538]
6511	22.02	SERVICE	CALLS	CHANGED	Service Call email templates. There are now different email templates for sending to Caller, Contact, CSR, or Technician from a Service Call. [22.01.111, UQ84230975]
6512	22.02	SERVICE	CALLS	CHANGED	Service > Help Desk > Create a new call. Default priority field now looks up default flag on the General Code DISPPRIOT, default column (Codevalue3) to determine the value to use. If no flag Y is found it will default to 5.0 [22.01.128, UR8269900]
6513	22.02	SERVICE	CALLS	CHANGED	Service > Help Desk > Bill Service Call > Extended Menu option AND Service > HelpDesk > Extended Menu > Mark Call Complete. Both billing a call and marking a call complete will now check for DISPCLOSE permission only if it configured that the status is a closing entry in general codes. [22.01.139, UR12425757]
6514	22.02	SERVICE	CALLS	FEATURE	Call Form > Email / Docs tab > Documents Grid. User now has the choice to see Documents attached to Orders linked to the Service Call in question when toggling an "Orders" checkbox on the Documents Grid of the Call form. [22.01.109, UR1392576]
6515	22.02	SERVICE	CALLS	FEATURE	Customer Care Portal enhancements. [22.01.145, UR3096661]
6516	22.02	SERVICE	CALLS	FEATURE	Added logic to Dispatch form to check dispatch close and prevent putting the call in POST status unless the Call can be closed based on the dispatch close logic. Added new Extended Menu option "Check Dispatch Close." This works similarly to Check Project Close--it will present a Modal listing any close errors on a Dispatch, with Zoom function to take the user directly to problem records. See Help Center for a list of Check Dispatch Close conditions. [22.01.157, UQ84583912]
6517	22.02	SERVICE	CALLS	FEATURE	External User > Call Form (either from the Call Activity Dashboard or from one of the Call links on the Quick Launch). Added Tracking No to the BASIC dispatch form. Note: Config Option DEFAULTFORMMODIFIEREXTERNAL ConfigValue1 must be set to BASIC and user must be logged in as an ETERNAL user. [22.01.161, UR18313329]
6518	22.02	SERVICE	CALLS	FIXED	Call > Dispatch tab. When MULTITECHDISPATCH config option is ON, the Current Tech field on a call will repopulate with the new tech name when previous tech is removed. [22.01.105, UQ97738468]
6519	22.02	SERVICE	CALLS	FIXED	Printing using the No Parameter Call Report Template now passes the entire dataset for every print, and the file names will now always be correct. [22.01.113, UR3500145]
6520	22.02	SERVICE	CALLS	FIXED	Customers > Srv Calls > New Call form. Configured JS, PHP and SQL files to populate respective Sales Rep 3 column properly on front end. [22.01.119, UR4868208]
6521	22.02	SERVICE	CALLS	FIXED	Service > Dispatch > Parts Tab. When editing on the line items grid in edit mode, user will now be able to edit L , M type items per allowed decimals defined for each specific type of Master. [22.01.121, UR4969226]
6522	22.02	SERVICE	CALLS	FIXED	90 Plus bucket will contain service calls over 90 days old and service calls exactly 91 days old will no longer be placed in an "Other" bucket but will be included in the "90 Plus" bucket as intended. [22.01.131, UR9411445]
6523	22.02	SERVICE	CALLS	FIXED	Customer > Service Calls >Add New Service Call. Bill Amount cell now properly defaults to the currency of the COMPANY record and not the CUSTOMER Record. [22.01.134, UR11569499]
6524	22.02	SERVICE	CALLS	FIXED	Call form. Edit mode now functions as expected. [22.01.141, UR14090389]
6525	22.02	SERVICE	CALLS	FIXED	Call > invoice tab. Users will no longer be able to unlink an order from a Service Call via the WO/Invoice tab of the Service Call while the order is in EDIT mode. [22.01.144, UR14779982]
6526	22.02	SERVICE	CALLS	FIXED	Workflow > Service Overview > "Calls Open Too Long" Bucket. Previously, the bucket was returning calls with the status listed as 'DISPATCHED.' Bucket now returns calls with the status listed as 'OPEN.' [22.01.146, UR15864785]
6527	22.02	SERVICE	CALLS	FIXED	Service > Helpdesk > Extended Menu > Preview Billing Report. Cost descriptions now reflect the appropriate master when no rate is associated. [22.01.148, UR16009846]
6528	22.02	SERVICE	CALLS	FIXED	Customer > Calls Tab > Grid Filter Mode ON. Priority-based filtering now works correctly. [22.01.150, UR16653961]
6529	22.02	SERVICE	CALLS	FIXED	Service Call > Parts tab AND Order > Line Items tab. User is now able to cancel non-part items (items not of type Q or A) if they are in SHIPPED status and not linked to an Invoice. [22.01.155, UR11572652]
6530	22.02	SERVICE	CALLS	FIXED	The Recent Events report on the Call Activity Dashboard for external users now will show all recent events for customers that external users have the permissions to see. [22.01.170, UR18982759]
6531	22.02	SERVICE	CALLS	IMPROVED	Dispatch Form > Sales Rep 1-3 fields. Added email hyperlink icon. [22.01.115, UQ92044337]
6532	22.02	SERVICE	CALLS	IMPROVED	Dispatch Form > Dispatch Tab > Tech Grid. A DISPATCHNOTIFY email template has been created. In the tech grid, when a user clicks on the 'notify' icon, an email will be sent to the technician and an event will be created. [22.01.117, UR4405542]
6533	22.02	SERVICE	CALLS	IMPROVED	Service > Help Desk > Add Button. Default Service Call values initialized from Dispatch_Model (initAfterAdd) have been moved to the Create Helpdesk procedure. Dispatch_Model > initAfterAdd > Defaults have been moved to Create Helpdesk. Moved all form data initialized with columnValueSet to Create Helpdesk. This Includes: Priority (default = 5.00), CSR (default = CURRENT USER), WAGETYPE (default is set by ConfigItem = 'DEFAULTWAGETYPE' or STANDARD), BILLABLEFLAG (default = Y). Note CONFIGVALUE1 'DEFAULTWAGETYPE' may alter the initialized default for WAGETYPE if it does not display as 'STANDARD'. [22.01.124, UR7686469]
6534	22.02	SERVICE	CALLS	IMPROVED	When creating a work order off a call, it will now inherit both companyno and branch from the call. [22.01.139, UR13102514]
6535	22.02	SERVICE	DISPATCH Q	FIXED	Service > Recurring Dispatch > Orders tab. Clicking the add button now prompts an orders list window to appear allowing user to select and add orders. [22.01.113, UR2817142]
6536	22.02	SERVICE	DISPATCH Q	FIXED	Dispatch Queue subtab on Resource Console no longer displays a blank grid when loading more than 500 rows. [22.01.121, UR6262769]
6537	22.02	SERVICE	DISPATCH Q	IMPROVED	Dispatch Schedule. Create / Update Dispatch Schedule now adds the Site Address to the location for calendar entries. [22.01.114, UR4240269]
6538	22.02	SERVICE	DISPATCH Q	IMPROVED	Call form and Dispatch form. Added Call Role 1 and Call Role 2 fields to the Call form. The fields behave as a dropdown menu with the same options as the CSR dropdown. Fields added to Dispatch table are Teamrole1_UserID and Teamrole2_UserID. [22.01.126, UR7564499]
6539	22.02	SERVICE	DISPATCH Q	IMPROVED	Help Desk form AND Dispatch tab AND Dispatch grid > Notify icon. Events created from the Notify action will be hard set to PublicFlag = N [22.01.136, UR12309705]
6540	22.02	SERVICE	DISPATCH Q	IMPROVED	Dispatch Q Grid. Column IncidentNo is now editable. [22.01.161, UR18270462]
6541	22.02	SERVICE	DOCUMENT MANAGEMENT	FIXED	Service > Help Desk > Ext Menu > Get Signature. Captured signature on Doc tab now properly crops to the signature and does not include extra whitespace. [22.01.161, UR17840555]
6542	22.02	SERVICE	KNOWLEDGE BASE	FEATURE	Comments and Note fields on the Helpdesk Check List Item form now have the same "add" functionality as the External Comments and Internal Notes fields on the Notes / Comments tab of the Order form. [22.01.121, UR5783030]
6543	22.02	SERVICE	KNOWLEDGE BASE	IMPROVED	Service > Knowledgebase. Title Column added on the Knowledge Base Search page, and a Title field was added to the Knowledge Base form. The 'search by keywords' function will now also search by 'Title.' [22.01.144, UR8280969]
6544	22.02	SERVICE	MOBILE TECH	IMPROVED	Mobile Tech > Drill Into Call > Drill into Parts tab. Cosmetic change to the Parts list - all characters will now display properly and continue onto additional lines if necessary, instead of truncating. [22.01.163, UR18201958]
6545	22.02	SERVICE	PRODUCT	FIXED	The corresponding search filter option for the "Product ID" field on the Product form will now mirror whatever the caption label is on the form. [22.01.113, UR3098142]
6546	22.02	SERVICE	PRODUCT	FIXED	Service > Help Desk > Product field. Removed limit of 20 rows for this dropdown so that all rows will load and all meta data loads properly. [22.01.144, UR15304975]
6547	22.02	SERVICE	PRODUCT	IMPROVED	Added fields for IP address to both the Product and Product Details forms. [22.01.113, UR3654464]
6548	22.02	SERVICE	PROGRAM EFFICIENCY	FIXED	Service > Help Desk. If there is an Address2 field, it now auto populates in the site field when opening a call. Proper formatting is Address, Address2, City, State, Zip. [22.01.142, UQ53940204]
6549	22.02	SERVICE	SERVICE CONTRACTS	CHANGED	Full term Service Contracts will now do the following upon invoice billing: Invoice will be generated for the full term so that start/end date = start and end date of the Service Contract, invoice will be generate for the full term on renewal so that start/end date = previous billed thru date and new end date of the Service Contract, and invoice line items start/end dates will match that of the invoice. Note: billed thru will be set to the end date of the service contract + 1 day. [22.01.113, UR1569957]
6550	22.02	SERVICE	SERVICE CONTRACTS	CHANGED	Service > Service Contract > Cust. Invoices Tab > Order No. Column. Removed the OrderNo Column from the Invoices grid. [22.01.136, UR11572476]
6551	22.02	SERVICE	SERVICE CONTRACTS	FEATURE	Added 'Initial Term End Date' field to Service Contract form. [22.01.138, UQ84583919]
6552	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service Contract > Header Tab. SubTotal/Total/Tax/MonthlyTotal/BlockAmount Currency Symbol now matches currency type on the Service Contract. [22.01.100, UQ94889262]
6553	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service Contract > Save. If price is 0, and MasterNo is blank, validation step will be skipped. [22.01.102, UQ97293369]
6554	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract > Line Items > Add Button (+) > "Add Products From Customer." Updated procedure, action procs, and service contract presenter to handle large amounts of line items. [22.01.102, UQ96624434]
6555	22.02	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). [22.01.106, 22.01.002,22.01.003, UQ99311740]
6556	22.02	SERVICE	SERVICE CONTRACTS	FIXED	When a Service Contract is created from a Project, the Project Site will be set on the Service Contract and the contract will be totaled. [22.01.107, UQ99811194]
6557	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Projects> Projects > Extended Menu > Create Warranty Service Contract. If the dates selected when creating the Service Contract are in the future beyond the Bill In Advance Days, the creation will succeed, but generate the invoice as of the Next Invoice Date instead of today's date. [22.01.111, UR2679385]
6558	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Projects > Project > Ext. Menu > Create Warranty Service Contract. Changed created Service Contracts to follow current project company instead of original project company. [22.01.120, UR5079703]
6559	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract > Cust. Invoices tab. Amount, Amount Paid and Balance columns on the Invoices grid now inherit the correct currency type/symbol from the Invoice. [22.01.123, UR6676316]
6560	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Accounting > Service Contracts > Service Contracts. Auto Renewal is no longer extending end dates on non-active status service contracts. This is based on the general code Active flag. If flag = N, contract will not auto-renew. [22.01.125, UR4485799]
6561	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract > Time Bills. The Call No. link within the Timebills grid now opens that specific call form properly. [22.01.129, UR9664331]
6562	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service Contracts. Improvement: on service contracts containing multiple line items with different billedthru dates, only those eligible for billing as of today's date will be added to new invoices. [22.01.152, UR16938063]
6563	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Accounting > Service Contracts > Bill Service Contracts - Now properly launches Invoice to Print Queue. [22.01.154, UR17212176]
6564	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract. The Q360 dialog prompt pops up instead of the browser dialog. 1. Service Contract > Line Items Tab > Line Items Grid > Ext. Menu > Start Service > Start Service Modal > Save > Q360 prompt will appear asking to confirm "Start Service as of -StartDate-?" Clicking Yes will start the service. Clicking No closes the Q360 prompt. 2. Service Contract > Line Items Tab > Line Items Grid > Ext. Menu > End Service > EndService Modal > Save > Q360 prompt will appear asking to confirm "End Service as of -EndDate-?" Clicking Yes will end the service. Clicking No will close the Q360 prompt. [22.01.155, UR17460515]
6565	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract. The Q360 dialog prompt pops up instead of the browser dialog. 1. A Service Contract with a status that is NOT ACTIVE > Line Items Tab > Line Items Grid > Ext. Menu > create call for selected product > Q360 prompt will appear asking to confirm "Contract: -ContractNo- has an inactive status. Proceed creating call for product without this contractno?" Clicking Yes will create a call for the product without a contractno. Clicking No will close the Q360 prompt. 2. A Service Contract with a start date later than today > Line Items Tab > Line Items Grid > Ext. Menu > create call for selected product > Q360 prompt will appear asking to confirm "Contract: -ContractNo- has a start date later than today. Proceed creating call for product without this contractno?" Clicking Yes will create a call for the product without a contractno. Clicking No will close the Q360 prompt. [22.01.156, UR17517642]
6566	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Fields now render correctly on the Header tab of the Service Contract form. [22.01.168, UR18979008]
6567	22.02	SERVICE	SERVICE CONTRACTS	FIXED	Service > Service Contract > Print Menu. Previously, printing a Service Contract would show lines for Product detail whether the "Show Product Detail" parameter was checked or not. These product detail lines also showed the parent description instead of the detailed item description. The parameter now works as expected and correctly displays the information for the detailed records instead of repeating the parent description. [22.01.175, UR19596243]
6568	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Adding masters on a Service Contract. When service masterno is selected, description will be updated if left blank, and account number will be updated to the Deferred Revenue account. [22.01.103, UQ94412040]
6569	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Added Renewal Type column to the grid on the Service Contract Renewals form. Its value derives from the Renewal Type value of the Service Contract linked to the displayed service contract item. [22.01.114, UR3900941]
6570	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Service contract form: If a call is listed under Srv Calls tab, all the time bills associated with this call should also be listed on the Timebills tab, and vice versa, all reported time bills should have their calls listed if linked. [22.01.141, UR14001624]
6571	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Added Vendor Service Contract Renewal Queue under Service > Work Queues. [22.01.149, UR16492091]
6572	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Service > Service Contract > Timebill Tab. Added Filter Flyout and the following columns: Time Period - Defaults to Calendar YTD, Start Date, End Date, Category (Multi-Select) - Defaults to All, Sub-Category (Multi-Select) - Defaults to All, Branch, (Multi-Select) - Defaults to All, Department (Multi-Select) - Defaults to All, UserID (Multi-Select) - Defaults to All. [22.01.150, UR16622800]
6573	22.02	SERVICE	SERVICE CONTRACTS	IMPROVED	Service > Reports > Service Contract List is now paginated. [22.01.155, UR16855343]
6574	22.02	SERVICE	TIME BILL	IMPROVED	Service > Help Desk > Schedule/Timebill Tab > Timebills Tab. Checkbox added to include Task Timebills. Default is Checked. Grid will refresh on change. [22.01.129, UR9530163]
6575	22.02	SERVICE		FIXED	Ext Menu on Documents tab of the Vehicle form now works as expected. [22.01.150, UR16656540]
6576	22.02	SERVICE		IMPROVED	Service > Service Admin > Vehicles. Added UserVehicleNo field to the form. [22.01.175, UR19597642]
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Release Notes v22.02

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