Release Notes v23.01
Published: January 12, 2023
Updated: January 17, 2024
Build range: 22.02 (22.02.020 – 22.02.069) + 23.01.002 (patch)
Release Notes v23.01 Advisories
What’s New v23.01 for feature highlights.
For the previous major releases, see What’s New v22.02 and What’s New v22.01.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 6565 | 23.01 | ACCOUNTING | AUTO ADD RULE | FIXED | Accounting > Admin > Auto Add Rule Admin. Clicking the add button will now properly generate a key and the form will save without issue. [22.02.034, UR24483530] |
| 6566 | 23.01 | ACCOUNTING | BALANCE SHEET | IMPROVED | Modified balance sheet reports to account for section headings and to indent 'child' lines so report is more legible. [22.02.053, UR28546802] |
| 6567 | 23.01 | ACCOUNTING | BUDGET | FIXED | Accounting > Budgets > Define Budgets > Accounts > Ext Menu "Import Load Sheet." Budget/Import dates now align with the fiscal calendar periods for the selected company. [22.02.055, UR21307423] |
| 6568 | 23.01 | ACCOUNTING | COMMISSIONS | FIXED | Maintenance > Background Job > Commission Import. Commission calculation as part of this background job no longer produces a 'divide by zero' error. Note: New permission COMMPLAN (Edit, Create, Delete) required to use this background job. Permission dependencies are ACCOUNT (view) which allows the user to see the Accounting main menu, and COMMADVICE (view) which allows the user to view the Accounting > Commissions option. [22.02.048, UR21847161] |
| 6569 | 23.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Rate. When copying rates, User IDs are no longer copied and forms open in edit mode. This should prevent any overlaps from being created. When copying quotas, dates are no longer copied and forms open in edit mode. This should prevent any overlaps from being created. Fixed overlap validation when editing/saving quota on grid. Fixed error when trying to revert after adding record. Fixed permission error when trying to copy rate. [22.02.061, UR32588530] |
| 6570 | 23.01 | ACCOUNTING | COMMISSIONS | IMPROVED | Accounting > Commissions > Commission Rate. 1. Rate and Quota grids can now be edited and saved. 2. Any field that is editable on the form is editable on the grid. 3. Added extended menu option to both grids to copy rows. 4. Added extended menu option to quota grid to shift dates by number of days. Note: The commission config RATETYPE alters what fields are visible on the Commission Rate form, however, the fields will always be editable on the grid. [22.02.021, UR18653288] |
| 6571 | 23.01 | ACCOUNTING | CURRENCY ADMIN | FIXED | Accounting > Accounts Payable > Direct Payments. Previously, currency prefixes on Amount and Discount columns displayed as currency type instead of currency symbol. Prefixes now display properly as currency symbol. [22.02.021, UR21677135] |
| 6572 | 23.01 | ACCOUNTING | FISCAL CALENDAR | CHANGED | Fiscal Calendar "Block Time Bill Posting" now blocks both posting and un-posting, where previously, only posting was blocked. [22.02.054, UR29969966] |
| 6573 | 23.01 | ACCOUNTING | FISCAL CALENDAR | FIXED | Fiscal Year quarters are now properly determined based on Fiscal Year start date. [22.02.034, UR24411798] |
| 6574 | 23.01 | ACCOUNTING | GENERAL LEDGER | FEATURE | Accounting > General Ledger > Enter Journal Transaction. New Permission Added: GLENTRY. Need VIEW to open the form and view GL journals, EDIT to edit the records, ADD to create new, and DELETE to delete record. [22.02.029, UR22890165] |
| 6575 | 23.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Addition of a GL Journal Entry via import is now constrained by the same validation as is the manual addition process. [22.02.036, UR24414801] |
| 6576 | 23.01 | ACCOUNTING | GENERAL LEDGER | IMPROVED | Accounting > Admin > GL Accounts. Added input field for Positive Pay Account. [22.02.038, UR25754570] |
| 6577 | 23.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Income Statement. Previously, when the statement was printed with "no zero balance rows," the Header and Total rows are also removed if they contained $0 balance. Now, the Header and Total rows will remain even if the total is zero. [22.02.062, UR31999738] |
| 6578 | 23.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation > Inventory record > Drill in subledger report. The calculation of QtyOnhand now matches the other inventory report and displays the same rows and values as the header of the Month End Reconciliation Inventory record for subledger. [22.02.028, UR23400355] |
| 6579 | 23.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Post Pre-Paid expenses. History record now functions properly. [22.02.034, UR24252218] |
| 6580 | 23.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation. Block Amount Summary Subledger Balance will now report correctly. Previously, if Retention Schedule had a value, it would carry over to Block Amount Summary SBL Balance although no balance existed. [22.02.041, UR26785203] |
| 6581 | 23.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Post Service Revenue. Service Revenue now posts to the correct month. [22.02.051, UR27684348] |
| 6582 | 23.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End Reconciliation. Live Data Report > Block Amount Summary > Block Balance Column may now contain negative numbers. Live Data Report > Block Amount Summary Ext > Block Balance Column may now contain negative numbers. Month End Reconciliation > Line 14 > SBL Balance column is now a sum of block balance column in Block Amount Summary report. [22.02.063, UR33609045] |
| 6583 | 23.01 | ACCOUNTING | PROGRAM EFFICIENCY | FIXED | Add Journal Entry now performs a check before allowing entry to be added. Period must be open; if it is not, user will receive and error message. [22.02.041, UR26468776] |
| 6584 | 23.01 | ACCOUNTING | SERVICE CONTRACTS | IMPROVED | Accounting > Service Contracts > Bill Service Contracts. Error message will now include Customerno: and ContractNo: in the message in order to help user look at Customer and Contract #, and identity the cause ie. Customer is in credit hold or prospect. [22.02.043, UR27130791] |
| 6585 | 23.01 | ACCOUNTING | TAX | CHANGED | Web >Live Data > Sales Tax Detail now excludes PAYMENT type invoices. [22.02.020, UR19513287] |
| 6586 | 23.01 | ACCOUNTING | TAX | FIXED | Using TaxJar to calculate tax no longer results in an error. [22.02.002,22.02.029, UR23632264] |
| 6587 | 23.01 | ACCOUNTING | TAX | FIXED | Accounting >Admin > Tax API Code Maintenance > Add Button. On creation or on drill-in, the Tax API Code is editable, and changes may be saved. [22.02.031, UR23689066] |
| 6588 | 23.01 | ACCOUNTS PAYABLE | CHECKS | FEATURE | Accounting > Accounts Payable > Print Checks > Print Ext Menu > Preview Check Run for Selected. Users may now preview the check run for the selected rows prior to printing the checks. This feature was previously available in the Windows client by clicking the Magnifying Glass button on the Check Queue form. [22.02.021, UR20231521] |
| 6589 | 23.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > AP > Quick Views > Check Register. Voided checks will now display when the "Include Void Payments" box is checked. [22.02.021, UR19801932] |
| 6590 | 23.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > Quick view > Check Register. Filter the report to ‘Incl. Direct Payments.' Checks of type ‘DIRECTPAY' will now properly appear in the grid without needing to also enable ‘Incl. Void Payments' (as previously). [22.02.033, UR24010007] |
| 6591 | 23.01 | ACCOUNTS PAYABLE | CHECKS | IMPROVED | Accounting > Accounts Payable > Print Checks. Increased limit of value for CheckNo field. [22.02.025, UR22306316] |
| 6592 | 23.01 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | IMPROVED | Put a check in place for leading spaces in RefNo's when processing ACH. Leading Spaces will now be trimmed to prevent issues relating to Vendor Remittance and Check Details [22.02.035, UR24484589] |
| 6593 | 23.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher > Line Items tab > Pre-Paid Expense sub tab. Users may now post a voucher with pre-paid expenses that have a date prior to the voucher post date. [22.02.032, UR23633210] |
| 6594 | 23.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Project > Vouchers tab > Create New Voucher. Error no longer occurs when user enters invoice date manually. Note: VOUCHER permission required to use this option. Other permissions required for working with vouchers include: VOUCHERREL (to release for payment), VCHREXIMP (enables user to see voucher Excel import option on extended menu), CHECKPRINT (print checks). [22.02.034, UR23730790] |
| 6595 | 23.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Fixed Various Currency Issues on AR By Customer Analysis LDR and Aged Receivables Form [22.02.039, UR26048696] |
| 6596 | 23.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Payments made via credit card charges are now included in the Cash Receipts Detail and Summary Live Data Reports. [22.02.042, UR27015461] |
| 6597 | 23.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | IMPROVED | Now the branch select dropdown in the modal will only offer branch options that are associated with the company selected on the main page of the Cash Receipts form. [22.02.039, UR25460467] |
| 6598 | 23.01 | ACCOUNTS RECEIVABLE | CREDIT CARDS | FIXED | Accounting > Accounts Receivable > Invoices > Ext Menu > Charge Credit Card AND Accounting > Accounts Receivable > Print Invoices > Ext Menu > Charge Credit Card / Charge Credit Card and Email. If Forte is set up as a credit card third party API and no customer profile is in the database, the credit card payment will still work without error. [22.02.036, UR25019591] |
| 6599 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FEATURE | Accounting > AR > Print Invoices. Enhancements. Printed invoice numbers may now be used as tokens in email templates. Generated PDFs of printed invoices will now link to the Doc grid of the invoice. Selection of a contact is no longer required when emailing invoices. Users of the Auto Delivery record / form may now select multiple email addresses per template type. This system will also produce a warning when multiple auto delivery records of the same type are created for a single customer. The Invoice Queue form has also been improved. Redundant filters and columns have been removed and auto delivery information is easily accessable. [22.02.023, UR21680241] |
| 6600 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Project Form > Orders / Invoices tab > Create Invoice with Plus Icon > "Create a new Invoice." The form will no longer render as a credit form when the invoice is saved with $0 invoice amount. [22.02.021, UR20809974] |
| 6601 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting >Accounts Receivable> Invoices. Invoice pricing now properly retains a thousandth decimal place. [22.02.023, UR22246080] |
| 6602 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Write Off Invoices. Invoice to Write Off report now defaults to paginated form when report displays more than 500 lines. [22.02.026, UR22890819] |
| 6603 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > Create Credit Invoice from Order Line Items. When creating a credit memo and deleting the line associated with an order, it will no longer remove the link on the Order item unless the Invoiceno matches. [22.02.029, UR23544514] |
| 6604 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Customer Form > Credit Card Button AND Invoice Form > Credit Card Field > Credit Card Button. Previously, clicking the + button to add a new credit card entry was inserting a blank line into the grid instead of opening the modal to add a new entry. This has been resolved and credit cards may now be added properly. [22.02.035, UR24927967] |
| 6605 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Master Invoices created from the Customer form will be assigned the currency type of the invoices that they are created based off of. [22.02.036, UR25458223] |
| 6606 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoice > Comments/Notes tab. Upon print, HTML will now be converted to plain text (from invoice comment field). [22.02.039, UR26149913] |
| 6607 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoice. Invoice save now clears TaxServiceLinkNo if the service (service tied to the taxdist) is changed on an invoice. [22.02.041, UR26255977] |
| 6608 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > ShipTo/Taxes Tab. When unlinking the ziptax on the Invoice ship tab, it will now re-look up the ziptax and populate with a new value. [22.02.050, UR28454146] |
| 6609 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoice ('TAXCREDIT'). TAXCREDIT Invoices now calculate properly. [22.02.054, UR21371034] |
| 6610 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Invoice > Extended Menu > Apply this Credit. Process will now exclude any invoices with a negative or zero balance. [22.02.056, UR30982841] |
| 6611 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Cash Receipts. User will now get a warning when attempting to process the same invoice twice. [22.02.059, UR31769822] |
| 6612 | 23.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | LDview_invoice enhancement. Maintenance > Email Template Admin > Print Invoice. Added PoNo, PoName and BillContactEmail to be referenced in template. [22.02.023, UR18561002] |
| 6613 | 23.01 | GENERAL | API | FIXED | Maintenance > API Configuration > D-Tools. Previously, when saving changes to D-Tools TranslationMap, any updates were being reverted. This issue has been resolved. [22.02.037, UR25656457] |
| 6614 | 23.01 | 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). [22.02.024, UR16488477] |
| 6615 | 23.01 | GENERAL | CHECKLIST | IMPROVED | Define Check List Form > Zoom Into Check List Item AND Task Form > Check List Grid > Zoom into Check List item AND Help Desk Form > Check List Grid > Zoom into Check List item. Removed ability to add sub-check list items. Previously, on any check list item form, there existed a Check List Item tab wherein users could add sub-check list items. On Task and Dispatch Check list forms, added a checkbox column to grids that users may click to mark the item complete. [22.02.055, UR22957783] |
| 6616 | 23.01 | GENERAL | COMPANY | FIXED | Branches associated with Company 00, i.e. it is associated with all companies, will now appear as options in Branch Dropdown components and will thus be options in the processes outlined above. [22.02.039, UR26045988] |
| 6617 | 23.01 | GENERAL | CONFIG DATA | FIXED | LOGINATTEMPTLIMIT cofig and error messages now work as expected. [22.02.024,22.02.002, UR22433308] |
| 6618 | 23.01 | GENERAL | CONTACT | FIXED | Contact List Admin now functions as expected and searches based on passed in filters. [22.02.030,22.02.002, UR23667866] |
| 6619 | 23.01 | GENERAL | CUSTOMER | FIXED | Service > Customer. Adding to comment field will no longer result in truncation error. [22.02.021, UR20812493] |
| 6620 | 23.01 | GENERAL | CUSTOMER | FIXED | Accounting > Customers > Company Sub Tab > Credit Cards Button. The addition of credit card info containing the & sign will now encode properly for XML and allow for credit card information to be added and saved. [22.02.037, UR23631516] |
| 6621 | 23.01 | GENERAL | CUSTOMER | FIXED | Customer/Site/Contact forms > tag fields. An empty tag may no longer be saved to the code table. [22.02.058, UR31438690] |
| 6622 | 23.01 | GENERAL | CUSTOMER | IMPROVED | Customer Form > Cust. Invoices Tab grid now uses pagination. [22.02.020, UR19860956] |
| 6623 | 23.01 | GENERAL | CUSTOMER | IMPROVED | Create Customer Process will attempt to use ConfigData value for DEFAULTCOUNTRY if it is left blank. [22.02.042, UR25754551] |
| 6624 | 23.01 | GENERAL | DATA DICTIONARY | FIXED | Some grids now support validating against the data dictionary (field length, mandatory flag). Error messages relating to this have been improved and are now more specific. [22.02.060, UR30205218] |
| 6625 | 23.01 | GENERAL | CHANGED | Outlook attachments to emails in the Q360 Email Q will no longer inherit the email subject as a name, and will now be named "Outlook Attachment." [22.02.022, UR22123013] | |
| 6626 | 23.01 | GENERAL | CHANGED | User Account Disabled email has been moved to Email Templates. [22.02.029, UR22433365] | |
| 6627 | 23.01 | GENERAL | 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. [22.02.023, 22.02.002, UR22203858] | |
| 6628 | 23.01 | GENERAL | FIXED | Webmail will no longer repeatedly attempt to send failed emails to incorrect email addresses. [22.02.029, UR21838942] | |
| 6629 | 23.01 | GENERAL | FIXED | User Menu > User Preferences > Email Preferences > Multiple Signatures. Now functions properly. [22.02.033, UR18402539] | |
| 6630 | 23.01 | GENERAL | FIXED | "Leaving site" message no longer appears when launching the email editor window. This action does not impact any previously completed actions. [22.02.054, UR23443917] | |
| 6631 | 23.01 | GENERAL | IMPROVED | Maintenance > Email Alert Admin. Increased allowable character limit to 200 to allow users to utilize larger values as Link Value for Email Alert Templates. [22.02.027, UR23030327] | |
| 6632 | 23.01 | GENERAL | 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 with matching domains. New field: Client Secret Expiry Date. Expiry date is set by azure. This helps bring attention to Q360 admins before it expires to ensure no downtime. [22.02.027,22.02.002, UR21255975] | |
| 6633 | 23.01 | GENERAL | IMPROVED | Cancelation of an assigned subtask will remove the calendar record and drop the task from the assignee's Outlook calendar at the time of the next calendar sync. Updating the status from CANCELED to any other status will regenerate the record in the assignee's Outlook calendar. [22.02.032, UR23770724] | |
| 6634 | 23.01 | GENERAL | IMPROVED | Maintenance > Webmail Configuration > Domain Tab > Drill In > Calendar Subtab. Calendar specific settings can now be configured through Q360, with different configurations per domain. Previously this setup had to be done on the web server and only supported one configuration for all domains to share. Calendar Server - freeform entry, the exchange server URL. If empty, the IMAP Server will be used instead for calendar functions. Calendar Provider - dropdown, currently only Microsoft Exchange is supported. Calendar Version - dropdown, must match the exchange server, primarily applicable to on-premise servers. [22.02.035, UR23807058] | |
| 6635 | 23.01 | GENERAL | IMPROVED | Webmail. Fixed inbound emails to support PHP 8.1. Email Q may now process more than one folder. ie. Inbox & Junk Email. [22.02.042, UR27015139] | |
| 6636 | 23.01 | GENERAL | IMPROVED | Maintenance > Email Account Admin >Email Tab AND Maintenance > Email Account Admin > Search > Grid. Added OAUTH Token Expiration Date to both the Form and the Search Grid. [22.02.055, UR28638632] | |
| 6637 | 23.01 | GENERAL | IMPROVED | Maintenance > Email Template Admin. Added functionality to support email templates for calendar events created by Q360. Admins may now define the content of the calendar event's subject and body for Task Assignments, Dispatch Schedules, HR Schedules, and Funnel Item Schedules. [22.02.060, UR20197197] | |
| 6638 | 23.01 | GENERAL | EXPENSES | CHANGED | File > Expenses. External Users will no longer appear in the User ID drop down menu. [22.02.035, UR24925731] |
| 6639 | 23.01 | GENERAL | EXPENSES | FIXED | File > Expenses > Approval Q. Users without permission EXPENADMIN and perm type EXEC will not be able to approve their own submitted expense items. [22.02.035, UR23635104] |
| 6640 | 23.01 | GENERAL | EXPENSES | FIXED | File > Expenses > Review Q Tab > Extended Menu > Import PCard Expense Items. Spreadsheet import now functions properly. Previously, import would fail if CallNo was missing. [22.02.036, UR24551544] |
| 6641 | 23.01 | GENERAL | GENERAL CODES | CHANGED | Accounting > Admin > Misc > Country Admin and State/Province Admin. Country and State have been moved to their own new general codes tables. [22.02.062, UQ74185760] |
| 6642 | 23.01 | GENERAL | GENERAL CODES | FIXED | Maintenance > General Codes > COUNTRY (Country: Hong Kong | Phone Format: (011) 852-9999-9999 | Two Letter Abrev. HK) Sales > Customers > Customer > Phone. 9999-9999 format now functions properly. [22.02.035, UR18460758] |
| 6643 | 23.01 | GENERAL | GLOBAL SCHEDULE | CHANGED | Help Desk > Schedule AND Opportunity > Funnel Item > Schedule AND Employee > Schedule AND Window > Set Reminder. You can now zoom into Employee schedule items. "Set Reminder" on a window frame will now create a record in the new GlobalSchedule table. Previously it did not create any dedicated record in Q360 so you could not edit or delete a reminder. Any schedule record with an associated site will now include an access info button. All Schedule records will display a "Hide From RC", "Hide From Calendar", "Popup" and "Linked to Calendar" checkboxes. Hide From RC: When checked, this schedule record will not display on the RC. Hide From Calendar: When checked, this schedule record will not be pushed to the users outlook calendar. Popup: When checked, the user will receive a popup in Q360 at the scheduled start time. Linked To Calendar: Readonly. When checked, it indicates that Q360 has synced this schedule record with the users outlook calendar. Free / Busy status field is added for all types. It pri [22.02.025, UR20901483] |
| 6644 | 23.01 | GENERAL | GLOBAL SCHEDULE | CHANGED | Changes to Global Schedule: When adding a new task schedule, the default status code will come from the existing config PROJECT_SCHEDULED_STATUS. When adding a new call schedule, the default status code will come from the existing config DISPATCH_SCHEDULED_STATUS. When adding a HR schedule item in the RC, the default TYPE will come from the existing config EMPLOYEE_RESERVATION_STATUS. Note: Due to legacy reasons, the HR schedule item status code is used for HR Approval and the type is used for PERSONAL, SICK, etc. so the config should not be set to a GLBSCHSTAT status. When changing the status of a global schedule record for task, call, or opp task; the task/call/ or opp task can auto close if all remaining global schedules are in a POST state (see config notes below). When drilling into a "Task Assignment" in MobileTech, the Complete button will update the assignment status rather than the task itself. The task can still be closed by using the status code dropdown. The intent behind this change is th [22.02.054, UR28772915] |
| 6645 | 23.01 | GENERAL | GLOBAL SCHEDULE | IMPROVED | Task > Task Assignments AND Global Schedule Records (HR Sched, Dispatch Sched, Task Assignment). Added Email Templates: GLBSCHTASK - Email From Task Assignment, GLBSCHCALL - Email From Dispatch Schedule, GLBSCHEMPHR - Email From HR Schedule, GLBSCHOPPTASK - Email From Opp Task Schedule, GLOBALSCHEDULE - Email From Global Schedule (Custom linktypes or reminders). Added Email Icon beside UserID. The icon will invoke the template applicable to the type of schedule record. Email icon also added to task assignment grid for quick access. [22.02.051, UR29190517] |
| 6646 | 23.01 | GENERAL | GRIDS | FIXED | Any History Grid i.e. Service > Help Desk > History tab. Now defaults to descending order instead of ascending, so newest additions are listed at the top. [22.02.035, UR24849826] |
| 6647 | 23.01 | GENERAL | GRIDS | FIXED | Maintenance > View History > Paginate Grid/Prevent Auto-Load. Newest items will now appear first. A Start / End Date filter has been added. [22.02.036, UR19329751] |
| 6648 | 23.01 | GENERAL | GRIDS | FIXED | Internal only. No release note necessary. [22.02.050, UR28775413] |
| 6649 | 23.01 | GENERAL | GRIDS | FIXED | Project > Task tab. Editing/Saving grids on Project form now works without issue. [22.02.052, UR24929770] |
| 6650 | 23.01 | GENERAL | GRIDS | FIXED | Grid "Responsible" and "Assignee" fields and drop down menus now function properly, and include a 'blank' selection where appropriate. [22.02.057, UR31286328] |
| 6651 | 23.01 | GENERAL | GRIDS | FIXED | "Collapse All" button on paginated grids now functions properly. [22.02.059, UR31795757] |
| 6652 | 23.01 | GENERAL | GRIDS | IMPROVED | Grid > Export to HTML added. This format can be embedded into emails or any html editor such as the task comments. Export to Excel, HTML, and PDF will now include row and cell colors. Cell colors display on certain grids such as Sales Forecast (various columns) or Line Items grid (cost). [22.02.020, UR20123144] |
| 6653 | 23.01 | GENERAL | GRIDS | IMPROVED | Maintenance > Admin > Data Dictionary. Added config item CUSTOMPREFIX. This is a 3 letter prefix to separate core columns/code from customer generated custom columns etc. Filling in this config is mandatory to use this feature. Added to Data Dictionary grid extended menu > "Create Table Column." This option prompts the user with a modal to define the custom column. Note: the CUSTOMPREFIX will be automatically prefixed to whatever name is provided. For example, if you enter "Branch," the new column will actually be "ABC_Branch." [22.02.020, UR20812094] |
| 6654 | 23.01 | GENERAL | GRIDS | IMPROVED | Previously, when exporting a grid, usually a paginated one, an unexpected character would produce a generic error message "Illegal XML Character" if the database contained an unexpected character. The error message will now identify which character produced the error. This message will aid web developers in resolving the issue. [22.02.023, UR22206336] |
| 6655 | 23.01 | GENERAL | GRIDS | IMPROVED | Standardized filter fly-outs across Sales and Project forms. Appearance of run and default buttons now standardized. [22.02.028, UR22313912] |
| 6656 | 23.01 | GENERAL | GRIDS | IMPROVED | Grids > Data Dict > Field Length / Mandatory / View Level. Grid framework now supports some validation against the data dictionary. This will work on many grids automatically, but some grids may not be affected by this change and will require further changes if applicable. Only cells edited by the user will be checked, with few exceptions. Only columns that exist in the grid will be validated. If user has insufficient permission level, columns with a higher view level in the data dict will not display. When editing a freeform text field such as Project Title, the grid will restrict keystrokes when the length limit is reached. When editing a required field, and setting it to an empty value, the grid will produce a message stating that the field is mandatory and reset the value back to the original value. Additionally, for grids that edit/save using the form main edit/save buttons (ie. line items grids), if a programmatic change somehow results in invalid data that needs to be validated (i.e. Inserting a r [22.02.039, UR26049403] |
| 6657 | 23.01 | GENERAL | GRIDS | IMPROVED | "Tree Grids" (quote line items, tasks grid, ie. grids with collapsible rows driven by parent/child relationships) now support the feature to right click and group by any column. Note: when used, the tree column will be disabled until the grid is ungrouped. [22.02.047, UR27982743] |
| 6658 | 23.01 | GENERAL | LOGIN | CHANGED | Login > Q360 2FA screen AND Login > Forgot Password screen AND Survey Login AND eAcceptance Login. Updated styling for consistency. [22.02.060, UR32005944] |
| 6659 | 23.01 | GENERAL | LOGIN | FEATURE | Login Form AND Maintenance > Webmail Configuration. Q360 OAuth now supports multiple domains and multiple login buttons. Maintenance > Webmail Configuration > Domain Config > Drill into one > Fill in "Q360 Login Caption" with desired caption for the button and add it to the login form. Other OAuth fields must be properly filled in for the button to work correctly. [22.02.059, UR17988675] |
| 6660 | 23.01 | GENERAL | MOBILE | FIXED | Mobile Device. Email form now appears properly. [22.02.056, UR30437448] |
| 6661 | 23.01 | GENERAL | MOBILE | FIXED | Small cosmetic changes / fixes on mobile view. [22.02.068, UR35409339] |
| 6662 | 23.01 | GENERAL | MOBILE | IMPROVED | Site address in mobile view now hyperlinks to Google Maps. Priority and Scheduled Date information now appears in the in the contents of each task row. Row sequence has changed and process button appearance has changed. [22.02.068, UR36505680] |
| 6663 | 23.01 | GENERAL | MOBILE | IMPROVED | Mobile switch for Mobile vs Full vs Tech view has moved to the menu. Added Home + Top 4 mobile quick launch buttons (based on the sequence in Quick Launch grid) will display at the bottom of the mobile web client. If you don't have at least 4 mobile quick launch items, it will use My Tasks, Expense, Companies, and Contacts. Theme support is not added at this time. [22.02.068, UR35302292] |
| 6664 | 23.01 | GENERAL | MOBILE | IMPROVED | Changes: Help Anchors and any disabled action bars no longer appear in mobile or tech view. Action Bar Record Navigation is now always right-justified. Tab sets are now horizontally scrollable. Grid titles have been removed. Various UI styling fixes to improve appearance. [22.02.068, UR33231882] |
| 6665 | 23.01 | GENERAL | MOBILE TECH | FIXED | Mobile Tech > Tasks > Events. Added events now appear on the events list immediately and do not require the user to navigate away from the tab and back (as previously). [22.02.046, UR27814266] |
| 6666 | 23.01 | GENERAL | MOBILE TECH | FIXED | Mobile Tech > HTML editor. When typing into an empty html editor (task comments) in mobile tech, the cursor no longer moves around and no blank line is added at the top of the input after the first keystroke (as previously). [22.02.046, UR27814174] |
| 6667 | 23.01 | GENERAL | MOBILE TECH | IMPROVED | Mobile tech task list now supports grouping by a column. You can disable grouping by setting the config (MOBILETECH_TASKLIST_GROUPBY) to a blank string. Config options are: "SeqDate" - Call Schedule Date / Task Assignment Date. If empty, it will use Call Date / Task Scheduled Date. "ScheduleDate" - Call Schedule Date / Task Assignment Date. If empty, rows are grouped under "Schedule Date Not Set." "Priority" - Call / Task Priority. "StatusCode" - Call / Task Status. "Company" - Call / Task customer. "" (blank string) - No Grouping in My Task List. [22.02.049, UR28549287] |
| 6668 | 23.01 | GENERAL | MOBILE TECH | IMPROVED | Mobile Tech. View > My Tasks AND File > Time Bill AND MobileTech > Task List. New config: MOBILETECH_TASKLIST_ADVANCEDAYS Controls how many days ahead MobileTech will load scheduled items into the task list. Default is 14 days. Task Assignments now display in the MobileTech task list, including multiple assignments for the same task. Drilling into a task assignment will display the task page. If you drill into a task assignment, the start date, end date, and effort fields come from the task assignment instead of the task. Time billing a Task Assignment from "My Task List" or from MobileTech Task List will also link the time bill to the global schedule record. [22.02.050, UR28769716] |
| 6669 | 23.01 | GENERAL | NOTIFICATION | FIXED | Webmail: Check token expiration dates background job. The notification procedure will generate an expiration notification for all Active Admin users who have acknowledged a previous request. If there are 5 active, admin users, 4 of whom have acknowledged a past notification for this expiration, a new notification will be generated for those 4 users. No notification will be generated for the user who has not acknowledged the previous notification. [22.02.022, UR21759755] |
| 6670 | 23.01 | GENERAL | PHP | IMPROVED | Updated Web client framework import/export code to support PHP 8.1. Improved framework for PHP related spreadsheet creation and processing. The option to import xls files (not xlsx) is removed as it was not actually supported. The option to select xls as a file format for import maps is removed. Import Map Builder now supports importing a CSV file when creating a map. Previously, although user could select file format of CSV, user still had to convert the template to xlsx while initially creating the import map. [22.02.020, UR14346774] |
| 6671 | 23.01 | GENERAL | PHP | IMPROVED | Webmail. Updated calendar related code to support PHP 8.1. [22.02.035, UR22653239] |
| 6672 | 23.01 | GENERAL | PHP | REMOVED | End of support for legacy workflows: Framework v2 removed. Custom forms that rely on this framework will have to be upgraded to v3. Legacy Workflows that were built in windows client and not built in the web client workflow designer will no longer be accessible in the web client, with all supporting code deprecated. It has been possible to migrate workflows to the new format for several releases, so any remaining legacy workflows should be converted prior to upgrading if they are still in use. [22.02.035, UR23726120] |
| 6673 | 23.01 | GENERAL | PRINT OPTIONS | CHANGED | Printing changes. Changes to Existing functionality: 1. When printing from Asset Form > Print Menu > Standard DYMO Large Label. All Order, Project and PO information on the label will never be filled in. 2. Printing from the PO Receive form no longer prompts to "Print individual labels for Q type items." 3. Printing individual labels for Q type items has been added as a report parameter to the Standard Dymo Large and Standard Dymo Small templates. It only has an effect when receiving Q type items with Q > 1 or picking Q type items with a Qty > 1. New Functionality: 1. Labels can now be printed from the Order Pick Form. - When clicking the PRINT button you will now be prompt to print the Pick List or the Labels. If labels are selected it will print labels for all picked items. 2. When clicking the HOLD or SHIP buttons, if items were just picked, there will now be a prompt to "Print labels items that were just picked". If Yes is selected then labels will print ONLY FOR THE ITEMS THAT WERE JUST PICK [22.02.023, UR18980297] |
| 6674 | 23.01 | GENERAL | PRINT OPTIONS | FIXED | Receipt of a PO item that has been changed via ICO or CCO will no longer attach a project number or project title to a printed Standard Dymo label. [22.02.035, UR24929182] |
| 6675 | 23.01 | 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. [22.02.023,22.02.002, UR22127650] |
| 6676 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Updated default master import map to match the template from the help site. [22.02.025, UR22652662] |
| 6677 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Empty HTML will no longer cause CellNotes to be displayed with a blank tooltip. [22.02.028, UR23448839] |
| 6678 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Previously, creating an import map with a file where a column header included special characters (ie. Master #), the data from that column would not be imported properly. This issue has been resolved and CSV import now allows special characters. [22.02.034, UR24344996] |
| 6679 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | General program efficiency fix related to external user retrieval. [22.02.036, UR25558154] |
| 6680 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Statement designer. User is now able to drag and drop items to reorder, and items will properly remain where they have been manually moved. [22.02.043, UR27298677] |
| 6681 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Event comments from external user view now properly display the same formatted HTML text as regular user events grid comments column. The events grid is found on both the Dispatch and Task forms. [22.02.049, UR28452893] |
| 6682 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Links in the HTML Editor will now behave as follows: If the Webroot config is detected in the link then the link will open in a new window within Q360. If the Webroot config is NOT detected in the link then the link will open in a a new browser tab. Notes: Links will be followed on click if the Editor is in "read-only" status. If the editor is in an editable status user will need to hold ctrl + click to follow the link. "Target" dropdown has been removed from the link dialog modal (modal that appears when clicking the link button in the editor toolbar). [22.02.052, UR29309316] |
| 6683 | 23.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Filter Panels > Modals. Previously, clicking on a modal sometimes closed the open filter panel. This has been resolved. [22.02.057, UR31285831] |
| 6684 | 23.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Program Efficiency > Logo_Return now has OUTPUT parameters in Before and After. [22.02.023, UR22246737] |
| 6685 | 23.01 | GENERAL | RESOURCE CONSOLE | FIXED | Gantt Chart "Export to Excel" now functioning properly. [22.02.022, UR22123363] |
| 6686 | 23.01 | GENERAL | RESOURCE CONSOLE | FIXED | Service > Resource Console. Right click on a call scheduled in the console now properly displays pop up menu. [22.02.044, UR27682585] |
| 6687 | 23.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console. Previously, when user had permissions set such that only one tab button should show, sub tab buttons would not render properly. Additionally, available options in 'Scheduling For' filter were not respecting the same permissions as tabs and filters. Both of these issues have been resolved. When user has permissions such that only one tab should, it will now appear as expected. Tab permissions: Project Task tab and filters > TASKSCHEDULE_VIEW or PROJECT_VIEW, Dispatch Queue tab and filters > DISPATCHSCHEDULE_VIEW or HELPDESK_VIEW. Options in Scheduling For now appear according to same permissions as tabs. Options: Projects > TASKSCHEDULE_VIEW or PROJECT_VIEW, Calls > DISPATCHSCHEDULE_VIEW or HELPDESK_VIEW, Calls & Projects > One valid permission for projects and one valid permission for calls. [22.02.062, UR32005098] |
| 6688 | 23.01 | GENERAL | RESOURCE CONSOLE | FIXED | Service > Resource Console > Include Unassigned Flag. An Unassigned Task should now show up with the Include UnAssigned Flag set to Y, the Rectype = Task, the Completion Date is greater then the Start Date, and the Start Date, End Date, Branch and UserID filters are satisfied. [22.02.062, UR33478469] |
| 6689 | 23.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Service > Resource Console. Funnel Item Schedules now display on the RC. There is a checkbox "Include Opportunities" to see them (Readonly at this time). Funnel Item Schedules now also sync with the Outlook calendar. A user may choose to disable this from user preferences, and it can be globally disabled via general code CALENDRTYP. [22.02.025, UR22792267] |
| 6690 | 23.01 | GENERAL | THEME | FIXED | Service > Calendar. Text coloring for the day of week and date numbers in month view now follow themes. If Q360 Dark theme is chosen, black text will no longer blend in causing the text to be illegible. [22.02.021, UR20464644] |
| 6691 | 23.01 | 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. [22.02.022, 22.02.002, UR22123289] |
| 6692 | 23.01 | GENERAL | TIME ZONES | FIXED | Previously, timezone translation was not working in the grid. Time bills recorded outside the system timezone displayed incorrectly in the grid. This has been resolved and time bills now display properly. [22.02.035, UR25017064] |
| 6693 | 23.01 | GENERAL | TIME ZONES | FIXED | Service > Help Desk > Add Manual Event > Change Date field Timezone > Save. Previously, this field would reset to server time zone upon save. This issue has been resolved. [22.02.041, UR26257785] |
| 6694 | 23.01 | GENERAL | TIME ZONES | FIXED | File > Time Log. Time zone for split time bills will now reflect the time zone of the original time bill, NOT the server time zone. [22.02.042, UR26902238] |
| 6695 | 23.01 | GENERAL | TIME ZONES | FIXED | Employee > Start / End time. If an employee record is linked to a UserID, the start and end times for the employees schedule now properly represent the time in that user's time zone and the Resource Console will display start and end times accurately in the employee time zone, regardless of server time zone. [22.02.046, UR27817606] |
| 6696 | 23.01 | GENERAL | USER MAINTENANCE | CHANGED | The WebUser Table and External User form (Maintenance > External User) have been deprecated. External Users are now created and maintained through the User Maintenance form by setting the UserType to EXTERNAL. Web Users will be automatically converted into the UserID Table on upgrade. The External User form has been left in for the next few builds to be used as a comparison. The layout for the User Maintenance form has been overhauled. Please confirm that all user types are behaving as expected. The Merge UserID Ext menu is not visible for External Users. The Change USerID Ext menu is now available for External Users. Mappings for External User Permissions in doc tab. [22.02.025, UQ79171759] |
| 6697 | 23.01 | GENERAL | USER MAINTENANCE | CHANGED | Maintenance > User Maintenance & External Users. The external user form is now completely deprecated and maintenance of all user types is done through the Maintenance > User Maintenance form. The individual form permissions USERMAINT and WEBUSER (View / Create / Edit / Delete) still apply and view and functionality will be restricted based on these permissions. [22.02.036, UR23770772] |
| 6698 | 23.01 | GENERAL | USER MAINTENANCE | CHANGED | The User Type dropdown is now read-only after the initial add of a user. Added "Change User Type" Extended Menu option. This option is only available for ADMIN, USER, TECH or MOBILETECH user types and only allows switching between those user types. When changing a user type, a prompt will appear to confirm that all non-inherited permissions (ones that are manually checked in the permissions grid) will be lost. [22.02.055, UR28873021] |
| 6699 | 23.01 | 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. [22.02.001, 22.02.028,22.02.002, UR23316814] |
| 6700 | 23.01 | GENERAL | USER MAINTENANCE | FIXED | User maintenance form now properly displays last version and last login date. [22.02.002,22.02.030, UR23668510] |
| 6701 | 23.01 | 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. [22.02.030, 22.02.002, UR21841235] |
| 6702 | 23.01 | GENERAL | USER MAINTENANCE | FIXED | User Maintenance > Re-added Login Flag to form for Q360API users. [22.02.035, UR24926217] |
| 6703 | 23.01 | GENERAL | USER MAINTENANCE | FIXED | Maintenance > User Maintenance. License Error warning will now only appear if BOTH the Login flag and Active flag are Y. Additionally, system will prevent checking one if the other is checked and the license count is met or exceeded. [22.02.060, UR32005938] |
| 6704 | 23.01 | GENERAL | USER MAINTENANCE | IMPROVED | New permission DELETESNAPSHOT_EXEC has been added. This permission is tied to the Delete Snapshot extended menu option on the Live Data Report Project Forecast Snapshot Analysis. [22.02.025, UR22790071] |
| 6705 | 23.01 | GENERAL | USER MAINTENANCE | IMPROVED | Added User Maintenance to Service Menu. The form now exists under both Maintenance and Service menus. ServMenu, UserMaint and WebUser view permissions apply in order to view these menu options. Edit and Create permissions have been added to the UserMaint permission--these are no longer controlled by the view permission. Regular user deletion is not allowed at this time, however, External Users may be deleted with the WebUser delete permission. [22.02.049, UR28197841] |
| 6706 | 23.01 | GENERAL | USER MAINTENANCE | REMOVED | Maintenance > User Defined Captions > Removed the grid Add button. [22.02.027, UR23030156] |
| 6707 | 23.01 | GENERAL | CHANGED | Changed spelling of sub-ledger to subledger. [22.02.042, UR26898472] | |
| 6708 | 23.01 | HR | EMPLOYEE | FIXED | HR > Employee. SchedDate TIME PORTION will now use the Start TIME from the employee record of the employee who is creating the task. EndDate TIME PORTION will now use the End TIME from the employee record of the employee who is creating the task. [22.02.025, UR22654752] |
| 6709 | 23.01 | HR | GLOBAL SCHEDULE | IMPROVED | HR > Employee form AND HR > Global Schedule. To better align with recent changes made to the HR Time Request process, improvements have been made to duplicate detection. 1. On the global schedule form, the 'Current Schedule' grid will now always show all existing schedule items for each employee regardless of the value in the Type field. 2. On both forms, when checking for possible overlapping items, only the date will be compared. Previously, it would look for the same date and time before producing a warning. 3. Warning messages have been updated to include date only (not time). [22.02.024, UR22483828] |
| 6710 | 23.01 | HR | GLOBAL SCHEDULE | IMPROVED | HR > Create Company Employee Schedule. Added a "Use Employee TZ" checkbox. Delete button on grid now functions properly. [22.02.059, UR31791440] |
| 6711 | 23.01 | HR | TIME BILL | FEATURE | Time Bill Form. Added new permission: TIMEBILLUNLINKED (Create). Without this permission, users will only be able create time bills from billable objects, i.e. Tasks, Calls, Opportunities, etc. The 'add' button will be disabled. Note: ADMIN users are NOT automatically granted this permission. [22.02.021, UQ84583938] |
| 6712 | 23.01 | HR | TIME BILL | FEATURE | PTO timebills may now be auto generated (intended to be set up as a background job). When auto-posting, the time bill will also auto approve if configured to do so based on the TIMEBILLPAYROLLAPPROVE config. Accounting > Admin > Misc > Labor Rates. Added Schedule Type to grid and details (controlled by EMPHRSCHEDT general code). Updated form validation: Each row must have a unique Company, Category, SubCat, and Schedule Type AND each schedule type can only be set once per company. New email template added: Auto Generated PTO Timebills. When auto time billing is completed, an email will be sent detailing time bills created in this way, as well as any failed attempts to create an auto time bill. New config PTOTIMEBILLLOOKBACK will determine the # of days in the past to look for Schedule Entries. Default is zero days. [22.02.036, UR22013971] |
| 6713 | 23.01 | HR | TIME BILL | FIXED | Timebill prevailing wage information is now properly set when the timebill is stopped. [22.02.034, UR24063946] |
| 6714 | 23.01 | HR | TIME BILL | REMOVED | Removed "Service Cont. No" field from Timebill form. [22.02.020, UR19963811] |
| 6715 | 23.01 | HR | TIME REQUEST | FIXED | File > HR Time Request. The Type field no longer automatically updates when switching between employees. [22.02.021, UR20552923] |
| 6716 | 23.01 | HR | TIME REQUEST | FIXED | File > HR Time Request AND Service > Resource Console. Added time zone support to PTO submissions in order to have them appear properly on the Resource Console. The time zone field for the start and end dates are now synced and the time zone defaults to the selected employee's time zone. [22.02.056, UR31123249] |
| 6717 | 23.01 | HR | TIME REQUEST | IMPROVED | Improvements to HR Time Request process. File > HR Time Request AND HR > Global Schedule AND HR > Employee. When a user requests time off, they will get a warning when a schedule item already exists on a requested day. Previously, the type of schedule item would also have to match to see the warning. There are also improvements in this regard when a manager/HR person approves the request. Previously the start date and time would have to match exactly. Now, only the date is checked. A new config option has been created: DEFAULTSCHEDALLOC. It contains two default values: ConfigValue1 = 1 (this represents the default value that will populate the allocation fields on the HR Time Request form, Global Schedule form, and add modals for Employee Schedule/Time Off grids) AND ConfigValue2 = 1 (this represents the recommended 'max' allocation value that should be requested). In most instances this will have the same value as ConfigValue1. At any stage of the request/approval process, if the max value is exceeded [22.02.021, UR20233343] |
| 6718 | 23.01 | INVENTORY | ASSETS | FIXED | Illegal characters will now be stripped from the serial number on asset creation. This should not really affect anyone's process. Al keyboard characters are still valid, this is just meant to avoid strange characters making their way into an Asset's serial number. [22.02.028, UR23396708] |
| 6719 | 23.01 | INVENTORY | IMPORT/UPDATE | FIXED | The import found via Inventory > Admin > Import Vendor Inventory now has a customerno filter that will only allow you to select customers of type CUSTVEND or VENDOR. [22.02.031, UR23668641] |
| 6720 | 23.01 | INVENTORY | IMPORT/UPDATE | FIXED | Inventory > Import/Update Master Profile. Previously, certain values in the spreadsheet when calculating priceA to priceD would cause an overflow error. This has been resolved. [22.02.064, UR28870158] |
| 6721 | 23.01 | INVENTORY | MASTERS | FIXED | Inventory > Master > History Tab > Add Button. Clicking the add button will now properly open the History Modal and allow user to add a record. [22.02.034, UR24346468] |
| 6722 | 23.01 | INVENTORY | MASTERS | FIXED | Various improvements on Inventory Journal form. [22.02.035, UR24928430] |
| 6723 | 23.01 | INVENTORY | MASTERS | FIXED | Create Master option from the Purchasing Queue will now work when Company No contains 00 without producing an error. [22.02.039, UR26149246] |
| 6724 | 23.01 | INVENTORY | MASTERS | FIXED | Live Data > Inventory > Inventory Master Valuation Report. Master valuation report can now handle 00 Company Branch setups and pass the companyno passed by the report to guarantee that only the correct company record will be selected to set Qty Alloc to the correct value. [22.02.049, UR22439510] |
| 6725 | 23.01 | INVENTORY | MASTERS | IMPROVED | Inventory > Master > History Grid is now paginated. [22.02.029, UR23538228] |
| 6726 | 23.01 | INVENTORY | ORDERS | FIXED | Order > Process > Confirm/Approve Order OR Confirm > Approve. An error will now appear when trying to approve an order that is linked to a dropship PO item. [22.02.024, UR20403941] |
| 6727 | 23.01 | INVENTORY | ORDERS | FIXED | Inventory > Work Queues > Ship Q. Previously, when attempting to ship items in a closed period, the item would be marked "shipped," but missing period journal entries would cause inventory discrepancies. There is now a pre-emptive check to make sure the GL journal is not closed prior to any shipping process occurring. [22.02.026, UR21306991] |
| 6728 | 23.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | The Inventory Master Valuation Report no longer includes ICO and CCO items in the calculation of its Qty Commit column. [22.02.043, UR26469040] |
| 6729 | 23.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Asset > Extended Menu > Transfer to Another Branch. Previously, if a form was open in two windows and an asset was scrapped on one form, the other form would still allow a Transfer to Another Branch, leading to incorrect inventory quantities. A check has been put in place to prevent Non-Available assets from being Transferred due to outdated data on the front end. [22.02.055, UR30848992] |
| 6730 | 23.01 | INVENTORY | PICK ORDER | FIXED | Inventory > Work Queues > Order Pick Q > Pick Order Form > Print Button > Print Pick List. Location column now looks for value in Asset Location, then Masterbybranch, and then Master. [22.02.023, UR22246810] |
| 6731 | 23.01 | INVENTORY | PURCHASE ORDERS | CHANGED | It is no longer possible to add line items to Drop Ship Purchase Orders. [22.02.054, UR29412458] |
| 6732 | 23.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues > PO Receive Q. Fixed bug that would allow redundant receipt of purchase order line items when you have two POReceive forms opened to the same PO and receive the same items on both forms consecutively. If user has two POReceive windows opened to the same PO, receiving any items on one will automatically refresh the other, so the data is current. [22.02.020, UR18563039] |
| 6733 | 23.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders. Switching the negative line to a positive line now triggers a validation step which requires the user to "add as individual lines" when attempting to approve/confirm the Purchase Order. [22.02.025, UR22650447] |
| 6734 | 23.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders. PO Qty's of negative (-) values will no longer impact Masters "On-Order" valuation when Removed from a PO. [22.02.025, UR22649470] |
| 6735 | 23.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders > Process Button > Confirm PO. Messageno and Messagetext error messages no longer produced upon Confirm. [22.02.035, UR24929660] |
| 6736 | 23.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Order > Extended Menu > Change PO Vendor. When changing the PO Contact through the extended menu option "Change PO Vendor," the Contact field now updates with the Vendor Contact name. [22.02.049, UR28545427] |
| 6737 | 23.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | "Missed Project PO" bucket added to the Purchasing Workflow. This bucket displays all: Q/A items in DATAENTRY status, release Date is in the past, and not linked to a PO item. [22.02.034, UR22300901] |
| 6738 | 23.01 | INVENTORY | RMA | FIXED | Inventory > Work Queues > RMA Test Q > Drill into RMA Test Inventory Item > Extended Menu > Create Vendor RMA AND RMA Test Q > Extended Menu > Create Vendor RMA. Both extended menu options now create vendor RMAs using the same process. Positive line items will be added to the PO for both A and Q types, and if they are A types, they will be linked to the Project/Call. Any Q type items will not be linked to the Project/Call on the PO, and will not be generated on the Order until they are received. [22.02.025, UR21299613] |
| 6739 | 23.01 | INVENTORY | SHIP ORDER | FIXED | Inventory > Work Queues > Pick Q > Drill into Pick Form > Ship Button. Re-added functionality Pick form close functionality. Form will now close properly upon response to the 'Do you want to open the Ship Order form?' modal. [22.02.069, UR36105903] |
| 6740 | 23.01 | INVENTORY | VENDORS | IMPROVED | Added options for columns to use in custom MASTERVENDOR import map. [22.02.055, UR29971721] |
| 6741 | 23.01 | INVENTORY | VENDORS | IMPROVED | Inventory > Vendor Inventory AND Sales > Quotes > Vendor Product tab. Vendor Inventory grid is now paginated. Previously it was limited to 500 rows. Vendor Product grid is now paginated and includes a "Vendor" filter not previously present. [22.02.056, UR31126070] |
| 6742 | 23.01 | NOTICE | CHANGED | Branch and Department have been moved from the codes table to a new form. Accounting > Admin > Branch and Dept Maintenance. Permissions BRANCH and DEPARTMENT added. These allow access to the Branch and Department tabs within Branch and Department Maintenance, as well as ability to add, edit or delete branches or departments from these tabs [22.02.045, UR21676565] | |
| 6743 | 23.01 | PROJECTS | IMPROVED | Project form AND Maintenance > Email template admin. Added 4 email templates: PROJECTLEADASSIGN, PROJECTLEADUNASSIGN, PROJECTROLEASSIGN, PROJECTROLEUNASSIGN. When a project lead/role field is changed, each user will receive an email from the associated template type. [22.02.024, UR17990549] | |
| 6744 | 23.01 | 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. [22.02.021, 22.02.002, UR21841679] |
| 6745 | 23.01 | PROJECTS | INVOICES | FIXED | Project > Orders/Invoices > Sub-total, Total, and Cost rows. Appropriate grouping currency will now appear (unless the orders/quotes contain multiple currencies) for the total calculations. [22.02.041, UR25560585] |
| 6746 | 23.01 | PROJECTS | MATERIALS | FEATURE | New config: POPROJECTLINKMTYPE. When ON, will allow adding an M type item to a PO and linking this item to a Project without the need for the M type to be linked to an Order also. If the config is not set to ON, then the current functionality will remain and the user will be presented with the message: "Linking PO items manually to projects isn't allowed. Please create an order first." Default OFF. [22.02.061, UR32821008] |
| 6747 | 23.01 | PROJECTS | MATERIALS | FIXED | Projects > Project > Material Grid. After deleting a product, the System ID will be properly removed and a new System ID can be assigned. [22.02.023, UR19805824] |
| 6748 | 23.01 | PROJECTS | MATERIALS | FIXED | Project form > Material tab > Cost/Ext Cost. Cost/Ext Cost column will now show the currency symbol of the company's currency. This is the same convention that is used on the order itself. [22.02.023, UR22125393] |
| 6749 | 23.01 | 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. [22.02.023, 22.02.002, UR22246086] |
| 6750 | 23.01 | PROJECTS | MATERIALS | FIXED | Project > Material tab > Material tab Extended menu > Add Items to Product. Grid will only show items that are not already in a product record. [22.02.027, UR22887966] |
| 6751 | 23.01 | PROJECTS | MATERIALS | FIXED | Project > Material Tab > Extended Menu > Set Request Date. 'Set Request Date' no longer checks whether Project is in 'PRE-Active' status (i.e. DATAENTRY). ACTIVE status is no longer required for this feature. Setting request date while in this status will no longer produce an error. [22.02.036, UR25019791] |
| 6752 | 23.01 | PROJECTS | MATERIALS | FIXED | Projects > Project >Material > Grid Extended Menu > Ship Selected Item(s). Previously, if the grid was paginated, some items would not be shipped and would instead remain in the grid as no items were actually selected. Selected items on paginated grids now pick and ship properly with the proper status change. [22.02.039, UR26049735] |
| 6753 | 23.01 | PROJECTS | MATERIALS | FIXED | Project > Material Tab > Sub-Extended Menu > Invoice Selected Item. QtyOrdered is now set correctly to QtyShipped Value so that Projected Orders value will correctly match Actual invoiced value as of Close Date. [22.02.050, UR28643715] |
| 6754 | 23.01 | PROJECTS | MATERIALS | FIXED | Projects > Projects > Material Tab. The grid will now allow more than 10 characters for qtyonhand of the master. [22.02.067, UR23029160] |
| 6755 | 23.01 | PROJECTS | MATERIALS | IMPROVED | Project Material Schedule Summary Report. Added two new columns: Un Scheduled Subcont – Displays subcontractor costs that are unscheduled/unplanned AND Comp. Subcont – Displays value of subcontractor lines that are in SHIPPED status. Modified the UnScheduled Material value to exclude items in RMA status. [22.02.032, UR23809385] |
| 6756 | 23.01 | PROJECTS | MATERIALS | IMPROVED | Product > Product Detail Grid. Now allows multi-line selection including for deletion purposes. [22.02.042, UR27018607] |
| 6757 | 23.01 | PROJECTS | MATERIALS | IMPROVED | Check for SHIPPED Q and A type items without System IDs when attempting to Substantially Complete a project now does not take items into account that have been RMAd off of the order. [22.02.047, UR27976816] |
| 6758 | 23.01 | PROJECTS | ORDERS | FIXED | Project form > Orders / Invoices Tab > Orders grid. Values in this column will now show the currency symbol of the Company's currency. This is the same convention that is used on the order itself. Note: There was no existing issue with the proper amounts being shown according to exchange rates; just an issue with the symbol. [22.02.020, UR19912825] |
| 6759 | 23.01 | PROJECTS | ORDERS | FIXED | Sales > Orders. When invoicing an order, the invoice > line items tab will now carry over the 'group' info from the actual order similar to invoicing a project. [22.02.022, UR18274559] |
| 6760 | 23.01 | PROJECTS | ORDERS | FIXED | Project > Orders/Invoices tab. 'Update Group Fields' Extended Menu option now populates with values of group fields that already exist on other line items of contracts linked to same project before saving a new quote/order for the first time. [22.02.046, UR27816483] |
| 6761 | 23.01 | PROJECTS | PROGRAM EFFICIENCY | FIXED | Validation on Parent ProjectNo field will now check for recursive linkage. If this occurs, customer will receive and error message. [22.02.028, UR23448677] |
| 6762 | 23.01 | PROJECTS | PROJECT CONSOLE | FEATURE | Projects > Project > Extended Menu AND Projects > Task > Extended Menu. Added Per Diem menu option that allows project team member to request a per diem from the project while traveling. PERDIEM permission required before this menu item will appear. [22.02.056, UR20026376] |
| 6763 | 23.01 | PROJECTS | PROJECT TEMPLATE | IMPROVED | The following extended menu options have been disabled for Project Templates as they do not make any sense in that context. Email Project Open Project Events Q Post Project COGS Post Project Revenue Create Closing Entry Create Warranty Service Contract Merge a Project into this Project Resource Console Check Project Close Mark As Substantially Complete Create Expense Item Create Basecamp Project Project Labor Forecast Project Revenue/Cost Forecast [22.02.034, UR23725612] |
| 6764 | 23.01 | PROJECTS | REVENUE | FIXED | Projects > Quick Views > Project Status. Previously, when JobCostMethod config = JOBCOSTCLASS, the Unposted Revenue field of the Project Status Report was not being calculated correctly if Actual Labor > Projected Labor. Unposted Revenue with JobCostMethod = JOBCOSTCLASS is now calculating correctly. [22.02.022, UR21377694] |
| 6765 | 23.01 | 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. [22.02.023,22.02.002, UR22199750] |
| 6766 | 23.01 | PROJECTS | REVENUE | FIXED | Projects > Post Revenue for All Projects. No longer produces a divide by zero error when there are no COGS etc on project. [22.02.024, UR22306183] |
| 6767 | 23.01 | PROJECTS | REVENUE | FIXED | Earned Revenue Ratio on projects is now capped at 1. Applicable to both LABORRATIO Job Costing and EXPENSERATIO JobCosting methods. Labor Ratio formula = HoursLogged / HoursProjected. Expense Ratio formula = Actual Labor + Actual Cogs + Actual Vouchered / Projected Labor + Projected COGS + Projected POs. [22.02.034, UR24346927] |
| 6768 | 23.01 | PROJECTS | REVENUE | FIXED | All fields on the Profit tab of the Project form now show the currency symbol for the associated company's default currency. [22.02.036, UR24111998] |
| 6769 | 23.01 | PROJECTS | REVENUE | FIXED | SOV Invoices now inherit appropriate currency type from project rather than the Customer's default currency type. [22.02.037, UR25557810] |
| 6770 | 23.01 | PROJECTS | REVENUE | FIXED | Projects > Projects > Profit Tab > Remaining effort column. When there is a subcontractor involved, Remaining Effort now calculates remaining column values properly. [22.02.055, UR30846738] |
| 6771 | 23.01 | PROJECTS | SERVICE CONTRACTS | FIXED | Project Extended Menu > Create Warranty Service Contract. Now displaying both warranty items and machine records linked to the project. [22.02.027, UR23101436] |
| 6772 | 23.01 | PROJECTS | SERVICE CONTRACTS | FIXED | Project > [Extended Menu] > Create Warranty Service Contract. Creating a Warranty Service Contract from a Project will now inherit details from the Project (i.e. Branch, CompanyNo). [22.02.035, UR24847530] |
| 6773 | 23.01 | PROJECTS | SERVICE CONTRACTS | FIXED | Projects > Projects > Extended Menu > Create Warranty Service Contract > Create. Credit Invoice is now automatically applied to the Invoice for Invoice Type OFFSET (added to types CREDIT and TAXCREDIT). [22.02.042, UR26905975] |
| 6774 | 23.01 | PROJECTS | TASKS | FEATURE | Project / Task / Help Desk forms. Added new config item: LINKPROJCALL. When OFF, it will: 1. Hide visibility of Service Calls tab on Project and Task forms. 2. Hide ability to link the call to project / task on the Help Desk form (in Details tab). Default value of config item is OFF. [22.02.021, UR20196017] |
| 6775 | 23.01 | PROJECTS | TASKS | FEATURE | Users now have the option to "un-complete" checklist items on both Service Calls and Tasks. [22.02.038, UR25753375] |
| 6776 | 23.01 | PROJECTS | TASKS | FEATURE | Projects > Projects > Tasks Tab AND Projects > Tasks > SubTasks Tab AND Project > Tasks > Assignments Tab AND Service > Resource Console. TASKSCHEDULE permission is required for visibility of the assignments tab(s) on tasks. When upgrading to 23.01.001 all users with PROJECTTASK permissions will be automatically granted the TASKSCHEDULE equivalent permissions. AUTOWBS config added: when ON (default), will pre-fill the task WBS field based on the parent task. The project WBS should be numeric for this feature to work effectively. Project Form > Conflicts Tab removed. Subtasks no longer sync to Exchange calendar. All events that Q360 sends to Exchange calendar are now driven by the GlobalSchedule table. Any Task Assignment (one or many per task) will sync to the Exchange calendar. Assigning a task or subtask on the Resource Console now creates a global schedule record, eliminating the need for subtasks as a means of assigning work. Opportunity Funnel Items are now schedulable on the Resource Console. [22.02.042, UR17990850] |
| 6777 | 23.01 | PROJECTS | TASKS | FEATURE | Projects > Task AND Projects > Task > Subtask Grid AND Projects > Projects > Tasks Grid AND Maintenance > Admin > Record Copy Configuration > Task tab. When copying a task or multiple tasks, either from the task form or task grids, users now have the option to choose specific schedule and end dates. 'Copy Sched Date' and 'Copy End Date' options have been removed from Copy Configuration form and copy task modals. On modals, they have been replaced with 'Set Sched/End Date' options. Preferences for these options cannot be saved. When the 'Set Sched Date' box is checked, the Sched Date input will appear. When copying from the task form, it will default to checked and the input will default to the sched date of the source task. When copying from a grid, it will default to unchecked, meaning each task would inherit the sched date of their respective source tasks. If checked, date will default to today. The same logic applies to end date. If 'Set Sched Date' is checked and 'Set End Date' is not, and the ne [22.02.055, UR28543756] |
| 6778 | 23.01 | PROJECTS | TASKS | FEATURE | Projects > Projects > Tasks Tab AND Projects > Tasks > Subtasks Tab. Now allows drag and dropping tasks similar to quote line items grid. User must click the folder button similar to Quote items grid to enable drag andn drop, at which point user may re-arrange task/subtasks. Improved real-time calculation of total effort fields in the grid. When deleting a subtask in edit mode, the parent task total effort is reduced. When moving a subtask to a new parent, the old parent Total Effort is reduced and the new parent task Total Effort is increased. Note: The intent of this is to allow tasks/subtasks to be moved to different levels (i.e. make a subtask a top level task, or make a top level task a subtask). This feature is not intended to set the sequence of the tasks grid--when the grid reloads after saving it will continue sorting the rows by WBS and Scheduled Date. [22.02.055, UR29413674] |
| 6779 | 23.01 | PROJECTS | TASKS | FIXED | Projects > Task grid. When project form is in edit mode and the user changes the assignee, changes will now save properly regardless of previous value. [22.02.021, UR19108420] |
| 6780 | 23.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task > Invoice Percent Task > Extended Menu > Invoice Now. Now calculates line item percentages correctly including ICO and CCO items. [22.02.022, UR19941892] |
| 6781 | 23.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task Tab. When creating a milestone task from the task grid and then changing the scheduled date to something else upon saving the End Date is now not cleared and matches the scheduled date. [22.02.028, UR23483107] |
| 6782 | 23.01 | PROJECTS | TASKS | FIXED | Projects > Quick Views > Project status. Error no longer appears when there are breaks ('/-') in general code 'TASKSTATUS' or 'PROJSTATUS.' [22.02.034, UR24347644] |
| 6783 | 23.01 | PROJECTS | TASKS | FIXED | Project > Project > Task Tab. Typing into an editable grid "Date Time" column type, followed by pressing enter will now properly hold the new value. [22.02.044, UR27014881] |
| 6784 | 23.01 | PROJECTS | TASKS | FIXED | Project form > Extended Menu > Copy Task action now copies the Target Effort field in addition to previously copied fields. [22.02.054, UR29434990] |
| 6785 | 23.01 | PROJECTS | TASKS | IMPROVED | The Project Leader filter on the Task Console has been removed and replaced with multiple filters that will improve the flexibility of the search. The new filters are "Job Role" and "User ID". This allows you to search on the basis of project leader, sales rep, project team member, or without regard to a specific job role. [22.02.035, UR23966945] |
| 6786 | 23.01 | PROJECTS | TASKS | IMPROVED | Service > Help Desk > Time Bill Icon AND Projects > Projects > Task Grid > Zoom into task and click Time Bill AND Projects > Tasks > Click on Time Bill. Prevailing wage rate will take into consideration the start and end date if more than one record exists and will produce an error if the dates are outside of range. [22.02.044, UR25017920] |
| 6787 | 23.01 | PROJECTS | TASKS | IMPROVED | Projects > Tasks. Added Unlink button next to Parent Task field which allows user to unlink child task from parent task from the Task form. [22.02.055, UR30322408] |
| 6788 | 23.01 | PROJECTS | TASKS | IMPROVED | Project > Assignments Tab > Assignments grid is now editable in EDIT mode. Added Extended Menu options to Tasks > Assignments Tab AND Projects > Assignments Tab. Menu contains "Shift by Days" and "Shift by Hours" to allow assignment times to be moved by some number of days or some number of hours respectively. [22.02.055, UR29435014] |
| 6789 | 23.01 | PROJECTS | TIME BILL | FIXED | Project form > Task tab AND Task form > Sub Task tab. Users can no longer start a time bill from task grids on a project that is closed. [22.02.062, UR32817322] |
| 6790 | 23.01 | PROJECTS | WIP | IMPROVED | LDR: "Project WIP - Template LD Report" (Q0291). Added Extended Menu > "Add Event to Selected." Added "Last Event Date" and "Last Event" columns to the report. [22.02.055, UR20196054] |
| 6791 | 23.01 | PROJECTS | WIP | IMPROVED | Added the following to LDView_BiProjectWIP: Projected POs, Actual PO Suspense, Actual WIP, Remaining Revenue, Remaining Material, Remaining Misc., Remaining Sub Cont., Remaining Labor $, Remaining Labor Hours, Actual Total Costs, Remaining Total Costs, Budgeted Total Costs, Earned Total Costs. Additionally, added a new live data report titled BI Project Profit (Q0345). This report can be used as a template to show all information from the Project Profit tab and the underlying tables. Note: this report is driven by BIData; the BI Data should be updated prior to running. [22.02.058, UR30845318] |
| 6792 | 23.01 | PROJECTS | FEATURE | Date validation changes: Project Start Date on Project Templates is now mandatory. Empty dates will not be checked in validations. Opportunity Time bills exempt from validation. Date shifting will be based on project start date (new field) and not financial date. Linking orders with dates less than project financial date will be blocked, but quotes are allowed. Financial Date will default to the order date upon project creation. Financial Date is not necessary on a template and will not be time shifted if it is. This date will be overridden by order date if applicable. Note: date validation will only be performed upon project form SAVE, when the financial date has actually been changed during that save. [22.02.058, UR22957810] | |
| 6793 | 23.01 | PROJECTS | IMPROVED | Project Team members are now driven by UserID. Previously, team members were driven by Contact No and were not required to have a linked UserID. This will allow for proper scheduling using the new global scheduling method. The 'Link' button on the Project Team grid is no longer a dropdown menu. It now displays a list of all active users and has an option to include external users as well. All references in the code linking the project team table via Contact No are updated to UserID. Note: ContactNo is not mandatory for a Project Team user, however, only team members with a ContactNo will appear in the Task Responsible dropdown menu. [22.02.034, UR22886757] | |
| 6794 | 23.01 | REPORTS | LIVE DATA DESIGNER | IMPROVED | Live Data > Live Data Reports > Design SQL > Filters Tab. Filter subtypes added: Customer No. > Vendors, Customers, and Prospects. [22.02.054, UR29975097] |
| 6795 | 23.01 | REPORTS | LIVE DATA DESIGNER | IMPROVED | Live Data > Live Data Designer > Design SQL > Filters. Added a new Branch filter sub type called Branch & Techs. This filter will include branches and Users with the Job Role "Technician." [22.02.054, UR29650915] |
| 6796 | 23.01 | REPORTS | LIVE DATA REPORTS | FEATURE | Live Data Reports AND Maintenance > Background Jobs. Live data reports may now be scheduled to export as email attachments or email body inclusions on a regular basis via a background job. Compatible with all types of live data reports, with various limitations based on server settings. Paginated reports can be built with or without Designer. This maximizes export capacity. Non-paginated reports can be built with or without Designer. Export capacity of non-paginated reports may be limited by the PHP memory limit. New config added: LIVEDATA_SCHEDULE_EXTERNAL. Default value is OFF. When on, users may schedule delivery of live data reports to external users. Schedule Report button added to Live Data Reports. Visibility depends on schedule permission for that report, or Admin role. Schedule Tab added to the Live Data Report edit form (Live Data > Live Data Reports > Load a Report > Schedule Tab). On this tab, the user may view their scheduled reports and uninstall recurring schedules. Note: Admin use [22.02.054, UR28543294] |
| 6797 | 23.01 | REPORTS | LIVE DATA REPORTS | FIXED | Maintenance > Datasource Administration AND Live Data > Live Data Reports > Total Invoicing Report > Design SQL Tab. Amount column Total now appears properly on grid. ACCQVIEW permission still required to see some accounting forms. ACCOUNT permission still required to see Accounting main menu. [22.02.021, UR20161332] |
| 6798 | 23.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports > Invoice Record Analysis. Previously, various misc projected totals were being doubled. This issue has been resolved. [22.02.038, UR25755250] |
| 6799 | 23.01 | REPORTS | LIVE DATA REPORTS | FIXED | Closed Emails live data report is now paginated. [22.02.046, UR27814386] |
| 6800 | 23.01 | REPORTS | LIVE DATA REPORTS | FIXED | Accounting > Accounts Receivable > Quick Views > Aged AR. Previously, paid amounts made after the "As Of Date" selected were incorrectly listed on the Aged AR report when the amount was made to a master invoice. This has been corrected. Paid Amounts now show the amount paid according to the "As of Date" selected, and will drop off the report once the Balance reaches zero. [22.02.056, UR25655398] |
| 6801 | 23.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports. When selecting ALL for ProjectNo, report will now run and return expected results. Previously, this action would hang up in the loading process. [22.02.060, UR31978335] |
| 6802 | 23.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data > Live Data Reports > Invoice Record Analysis. Added SQL to filter by SalesPerson 1-3. [22.02.026, UR22960015] |
| 6803 | 23.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Added SGPerson1,2,3 columns to Ldview_Order, Ldview_OrderItem, Ldview_Quote, LdviewQuoteitem. [22.02.049, UR28639847] |
| 6804 | 23.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Improved formatting of scheduled output file for non-designed live data reports. [22.02.058, UR31436927] |
| 6805 | 23.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Any Live Data Report with LDView_OrderItem as the data source will have the option to add "Update Location of Selected Item(s)" and "Print Packing Slip for Selected Item(s)" extended menu items that were originally only available on the "Internally Shipped Items" report (Q0319) [22.02.058, UR31127115] |
| 6806 | 23.01 | REPORTS | LIVE DATA SOURCES | FEATURE | Live Data> Live Data Reports > DataSource LDView_BiDataCallWip AND LDView_BiDataCallSummary. Added the following new columns to the datasource: ProjectedOrders, ProjectedPOs, ProjectedMisc, ProjectedMaterial, ProjectedSubCont, ProjectedLaborCost, ProjectedHours, ProjectedRevenueHours, ProjectedCostHrs [22.02.024, UR18633086] |
| 6807 | 23.01 | REPORTS | LIVE DATA SOURCES | FIXED | Maintenance > Datasource Administration AND Service > Customers. Changed ldview_servicecall to allow linking to ldview_disptran in data source administration. LDview_ServiceCall now includes the requested columns and allows related tables to be linked. Note: Must be a system admin user to use this feature – changes you make are global. [22.02.023, UR20510670] |
| 6808 | 23.01 | REPORTS | LIVE DATA SOURCES | IMPROVED | Maintenance > Datasource Administration > LDView_ServiceContract. Within a live data report, using LDView_ServiceContract as the data source, user may now link to LDView_ServiceContractItem to utilize the supplied columns. [22.02.024, UR22245937] |
| 6809 | 23.01 | REPORTS | REPORT MAINTENANCE | FIXED | Maintenance >Report Maintenance > Report Type. Edit type multiselect no longer produces an error. [22.02.023, UR22246545] |
| 6810 | 23.01 | REPORTS | WORKFLOW | FEATURE | Workflow> Project overview. Added 2 filters (Department and Project Type) to the Project Overview Workflow, and all of the associated LD Reports. Added the Live Data Report WF_Queue_Project_Equipment_Available, and the bucket Equipment Available to the Project Overview Workflow as well as the My Projects Workflow (filters not added to this one). Project Type is a Multi-Select which comes from the general code PROJTYPE unless the UNIFIEDTYPE Config Item is on, in which case it pulls from UNIFIEDTYP code type with a codevalue5 of Project. Adjusted the Procedure Get_CodeValue to handle the above case. Improved Speed on the LD Report WF_Queue_Project_Over_Budget_List. [22.02.028, UR22286157] |
| 6811 | 23.01 | REPORTS | WORKFLOW | FIXED | My Calls Workflow AND Project Overviews Workflow AND Purchasing Workflow AND Sales Overview Workflow AND Service Overview Workflow AND Warehouse Workflow AND Accounts Payable Workflow AND My Sales Workflow - several bucket and filter issues fixed. [22.02.025, UR22486169] |
| 6812 | 23.01 | REPORTS | WORKFLOW | FIXED | Workflow > Warehouse Workflow. Bucket now properly opens the Parts Pick Q form. [22.02.028, UR23398373] |
| 6813 | 23.01 | REPORTS | WORKFLOW | IMPROVED | Workflow > AR. Added "Department" column to the following buckets in the AR workflow: Projects to Invoice AND Calls to Invoice. [22.02.024, UR22285839] |
| 6814 | 23.01 | REPORTS | WORKFLOW | IMPROVED | Received email queues may now be passed in a URL or mapped in a workflow bucket. [22.02.034, UR24768592] |
| 6815 | 23.01 | SALES | OPPORTUNITIES | CHANGED | The filtering for "Requested Presales Design/End" and "Assigned Presales Design/End" buckets on the Engineering Workflow has changed to include all Funnel Opportunity Items with an ACTIVE state as defined by the FUNOPITSTA general code rather than a specific status of DEMAND and OPEN respectively. [22.02.038, UR25753034] |
| 6816 | 23.01 | SALES | OPPORTUNITIES | FIXED | Opportunity > Delete. Permission has been reinstated and now functions properly. Users may only delete an opportunity if they have the SALESOPP (delete) permission. [22.02.042, UR26788869] |
| 6817 | 23.01 | SALES | OPPORTUNITIES | FIXED | Sales >Opportunities > Quotes Grid. If user selects one or many quotes to print in the Quotes Grid and chooses to print with EAccept (with or without MFA), the email recipient field now populates. [22.02.050, UR28872328] |
| 6818 | 23.01 | SALES | OPPORTUNITIES | FIXED | Sales > Opportunity. Opportunity Probability % now updates only if a funnel item is changed to completed, or an already completed funnel item is changed to incomplete. [22.02.057, UR31123598] |
| 6819 | 23.01 | SALES | ORDERS | FEATURE | Sales > Order form. Added a new config item "ORDERBOOKINGCLOSEDPERIOD." Options: OFF or ON. Default: ON. When an order is confirmed or approved, a check of this config will be done. If the config is ON and the date of the order falls in a closed fiscal period, the order cannot be confirmed or approved, and the user will be prompted with the message "Fiscal Period matching the order date is closed. Please change date to current period to proceed." [22.02.021, UQ67932821] |
| 6820 | 23.01 | SALES | ORDERS | FIXED | Now, when order line items are updated on the order form, they will also be updated on the parts tab of the call form in the event that the line items are linked to a call. [22.02.024, UR22533062] |
| 6821 | 23.01 | SALES | ORDERS | FIXED | Sales > Orders > Line Items Tab > Line Item Extended Menu > Un-Ship Line Item. When using the extended menu item, it will now behave the same as the UNSHIP option on the header and return the line items to PICKED status. [22.02.026, UR22961651] |
| 6822 | 23.01 | SALES | ORDERS | FIXED | Order > Line Items tab > Details sub tab > Choose a PO Release Date > Save now functions as expected. [22.02.030, UR23667670] |
| 6823 | 23.01 | SALES | ORDERS | FIXED | Sales > Quotes / Orders > Load a Quote/Order that has Tax application set to TaxJar. Saving a quote or order without a description will no longer produce an error. [22.02.031, UR23725922] |
| 6824 | 23.01 | SALES | ORDERS | FIXED | Sales > Orders > Invoice Site No. Customer type of PROSPECT will not appear in the results when searching for a company. If the order has a PROSPECT customer type in the Invoice Site No field, an error will be produced when trying to save the order. [22.02.032, UR23771261] |
| 6825 | 23.01 | SALES | ORDERS | FIXED | Sales > Order > CONTRACTITEM Grid > Line Items Tab > Purchase No column. Purchase No column now properly displays Purchase Order number upon grid reload or reset. Required permissions: PURCHASE (view) and ORDER (view). [22.02.034, UR24011395] |
| 6826 | 23.01 | SALES | ORDERS | FIXED | Sales > Orders > Order > Cust. Invoices. Invoice by Order grid will now inherit the currency of the driving record. [22.02.050, UR28667049] |
| 6827 | 23.01 | SALES | ORDERS | FIXED | Accounts Receivable Workflow > Shipped Orders to Invoice bucket. Will now only display Orders that meet the following criteria: Data Source parameters specify SHIPPED as status AND on-click parameters specify SHIPPED as status. [22.02.055, UR30845735] |
| 6828 | 23.01 | SALES | ORDERS | FIXED | When creating sections for a Quick List, items contained within the sub-sections will not have their quantity multiplied. Only the top level items and sections will display the multiple quantity. [22.02.060, UR31287374] |
| 6829 | 23.01 | SALES | ORDERS | IMPROVED | Order Item Import. Added three missing columns for section information. [22.02.031, 22.02.002, UR23668833] |
| 6830 | 23.01 | SALES | ORDERS | IMPROVED | WBS is now a column that can be imported using the ORDERITEM Import Map Builder. [22.02.036, UR25462095] |
| 6831 | 23.01 | SALES | ORDERS | IMPROVED | Sales > Orders > Approve Order AND Projects > Projects > Orders Tab > Unlink Order. New config added UPDATEPROJWBSFROMORDER. Options: ON, OFF. Default ON. When ON, and approving an order of type SALE, ICO, or CCO the tasks with matching WBS codes for labor, Target Effort on the order will increase by the qty of labor sold on the order. Config changed: INITPROJWBSFROMORDER. When ON, in addition to setting the initial task "Scheduled Effort" for tasks with WBS codes that match labor items on the order, the "Target Effort" will also be set. Notes: In the event that more than one task has the same WBS, only the first one will be updated (the earliest schedule date). When unapproving or unlinking an order, the Target Effort will NOT be decreased. When unapproving and re-approving an order the Target Effort will continue to increase. [22.02.055, UR29434944] |
| 6832 | 23.01 | SALES | PROGRAM EFFICIENCY | FIXED | Sales > Work Queues > Received Email Q Activities was calling the wrong Queue type. This has been corrected. [22.02.035, UR24925235] |
| 6833 | 23.01 | SALES | QUOTES | CHANGED | Change to Quote Print out Calculations when item print flag is unchecked. Items that do not have print flag checked will still be aggregated into the section total and the summary totals. [22.02.023, UR22201704] |
| 6834 | 23.01 | SALES | QUOTES | CHANGED | Sales > Quotes > Quote > Line Items > Margin% column. Changed "revenue" to "extendedprice." [22.02.035, UR22966608] |
| 6835 | 23.01 | SALES | QUOTES | CHANGED | Sales > Quote > Process button > Reject Quote. Users are now required to have QUOTE (edit and view) permission to reject quote using this option. [22.02.043, UR27674162] |
| 6836 | 23.01 | SALES | QUOTES | FEATURE | Users can now control whether or not Quote/Order line item notes and comments are copied to new order or quote when using the Extended Menu Copy option. [22.02.043, UR27016170] |
| 6837 | 23.01 | SALES | QUOTES | FIXED | The process buttons from Quote and Order forms will no longer allow processing for inactive customers. [22.02.023, UR22126610] |
| 6838 | 23.01 | SALES | QUOTES | FIXED | Quote/Order form Find Products Tab/Flyout, Clear Filter button. Clear filter button now returns Branch and Price level to the values these fields held when form was opened. [22.02.026, UR22957455] |
| 6839 | 23.01 | SALES | QUOTES | FIXED | Sales > Quotes. When an auto-add item is added to a quote, auto-add rule now respects manual moves of an item to a section upon print. Previously, the item would appear where user placed it on the screen, but would move to the bottom of the quote upon print. [22.02.042, UR26898397] |
| 6840 | 23.01 | SALES | QUOTES | FIXED | Sales > Quote > Print. Columns now grow correctly on core quotes and proposal templates. [22.02.047, UR27131661] |
| 6841 | 23.01 | SALES | QUOTES | FIXED | Sales > Quotes > Header tab. Quote report will now display correct ship company when changed. [22.02.052, UR29187093] |
| 6842 | 23.01 | SALES | QUOTES | FIXED | Line items are now editable in confirmed status on quotes, via section right click menu and add button. [22.02.053, UR29413717] |
| 6843 | 23.01 | SALES | QUOTES | FIXED | Sales > Quick Views > Sales Forecast. When creating a quote from an opportunity, a NULL value for the Optional Flag no longer causes the Quote Amount and Quote Cost to be incorrect. [22.02.056, UR29972903] |
| 6844 | 23.01 | SALES | QUOTES | FIXED | Splitting a line on a quote no longer creates invalid Qty lines and no longer breaks asset types. [22.02.061, UR32821033] |
| 6845 | 23.01 | SALES | QUOTES | IMPROVED | Quote Item Import. Added three columns for section information. [22.02.021,22.02.002, UR21677407] |
| 6846 | 23.01 | SALES | QUOTES | IMPROVED | When selecting a Company from the Invoice Site No field, selected Company's info now displays in place of Customer selected on the Quote, Order and Service Contract tabs. [22.02.033, UR23808688] |
| 6847 | 23.01 | SALES | QUOTES | IMPROVED | Standard Quote - Sections RDL Template improvement. Optional Item Totals now display per section, and are not included in the per section totals. [22.02.035, UR24926758] |
| 6848 | 23.01 | SALES | QUOTES | IMPROVED | Quote form > Edit Mode. The manufacturer column, which was hidden by default in the previous release, has been added to the line items grid and is editable. [22.02.036, UR25020393] |
| 6849 | 23.01 | SALES | QUOTES | IMPROVED | Quotes > Quick List flyout. Search button has been removed and replaced with filtering functionality on the grid. [22.02.055, UR30203330] |
| 6850 | 23.01 | SALES | QUOTES | IMPROVED | Quote > Line Items > Quick List Flyout > Add a Quick List > Set Pricing drop down to MASTER. When adding a quick list to a quote and using MASTER pricing it will now determine the pricing as follows: 1. Check if the quick list item is linked to a Master Profile, and if yes, it will use the Price A, B, C, or D from the Master Profile based on the Quote Customers Default Pricing Level. 2. Check if the Quick List Master has Customer Pricing set up for the Quote Customer, and if yes, it will use the Price A, B, C, or D from the Customer Pricing based on the Quote Customers Default Pricing Level. If neither of the two aforementioned are found, it will use the Price A, B, C, or D from the Master itself based on the Quote Customers Default Pricing Level. [22.02.062, UR28543028] |
| 6851 | 23.01 | SALES | SALES BOOKINGS | FIXED | Sales > Quick Views > Sales Bookings. Currency symbol is now changed to represent the currency on the contract. [22.02.046, UR26787214] |
| 6852 | 23.01 | SALES | VOUCHERS | FIXED | Sales > Customer > Vend. Invoices > Voucher Grid Add button > Create Vendor Voucher. Customerno is now sanitized to allow for special characters. [22.02.028, UR23474416] |
| 6853 | 23.01 | SALES | CHANGED | Sales > Sales Admin > Sales Rep Global Change. Function moved from the filter flyout. New permission required to see the option on the main menu: SALESREPCHANGE (Exec). [22.02.028, UQ91661395] | |
| 6854 | 23.01 | SERVICE | CALLS | CHANGED | External Users without the Document (Create) permission can no longer add documents to a call on call creation. [22.02.020, UR19111002] |
| 6855 | 23.01 | SERVICE | CALLS | CHANGED | External Users without Contact (Create) permission can no longer add new contacts. [22.02.020, UR19110177] |
| 6856 | 23.01 | SERVICE | CALLS | FEATURE | Create a new live data report using LDView_DispatchCheckList as the data source. This is a new view for check list items associated with service calls. This allows for better reporting against check list items associated with service calls. [22.02.025, UR19422907] |
| 6857 | 23.01 | SERVICE | CALLS | FIXED | Call closing now functions properly. Previously, if the contract date and the period close date were the same, the call close action would fail. [22.02.034, UR24552587] |
| 6858 | 23.01 | SERVICE | CALLS | FIXED | The Preview Billing Report feature on the Service Call form will now show Total Revenue, Total Cost, and Profit in the company's currency, rather than the customer's currency. [22.02.036, UR25369935] |
| 6859 | 23.01 | SERVICE | CALLS | FIXED | A type order line items that are in Tech inventory are now flipped to TECHRETURN status rather than RETURNED when they are returned from tech inventory. [22.02.042, UR26255931] |
| 6860 | 23.01 | SERVICE | CALLS | IMPROVED | Call form > Ext menu > Bill this service call. Improved comments formatting with bold and tighter spacing. [22.02.027, UR23033136] |
| 6861 | 23.01 | SERVICE | CALLS | IMPROVED | New permission called DISPATCHSCHEDULE used to control a user's ability to interact with dispatch schedules. This will also limit a users ability to schedule calls on the resource console. [22.02.037, UR23479444] |
| 6862 | 23.01 | SERVICE | DISPATCH Q | CHANGED | Dispatch > Events. Changed Public column to a checkbox. [22.02.032, UR23485427] |
| 6863 | 23.01 | SERVICE | DISPATCH Q | CHANGED | DISPATCHSCHEDULE is a new permission to control a user's ability to create, edit, view, and delete Dispatch Schedules. HELPDESK was formerly used. This also controls a user's ability to dispatch and un-dispatch calls. When upgrading from a version prior to 22.02.048 to a later version, a user will inherit DISPATCHSCHEDULE permissions based on the HELPDESK permissions that they have. If a user has HELPDESK_EDIT and HELPDESK_CREATE permissions, they will automatically get the DISPATCHSCHEDULE_EDIT and DISPATCHSCHEDULE_CREATE permissions. There is no HELPDESK_EXEC permission and there is a DISPATCHSCHEDULE_EXEC permission, so user will inherit the DISPATCHSCHEDULE_EXEC based on their having the HELPDESK_VIEW permission. [22.02.048, UR27979656] |
| 6864 | 23.01 | SERVICE | DISPATCH Q | FIXED | Service > Dispatch Q. When creating and saving a filter for the Dispatch Q, multiple branches will now load correctly based on the Company No.. [22.02.057, UR31285739] |
| 6865 | 23.01 | SERVICE | DISPATCH Q | IMPROVED | Service > Recurring Dispatch. Added Next Call Date field. This is a read only calculated field and the logic matches live data report Q0342 (Next Call Date). [22.02.056, UR30978420] |
| 6866 | 23.01 | SERVICE | DISPATCH Q | IMPROVED | Service > Recurring Dispatch. Codetype: RDBILLCYCL is now visible in general code maintenance (recurring dispatch billing cycle). It includes "Interval Unit" (codevalue2) and "Interval" (codevalue3). Frequency values included in core are ANNUAL, BIWEEKLY, DAILY, MONTHLY, QUARTERLY, SEMIANNUAL and WEEKLY. Users may define a CUSTOM frequency if desired. [22.02.058, UR31437958] |
| 6867 | 23.01 | SERVICE | FIXED | Received Email Q > Zoom > Accept > Create Call. Previously, in this queue and only for service calls, phone numbers with extensions did not format properly. This has been resolved. [22.02.057, UR31286880] | |
| 6868 | 23.01 | SERVICE | KNOWLEDGE BASE | FIXED | Service > Work Queues > Knowledge Base Approval Q. After approval, the new KB article should open in a new form and the approval Q refreshes. Model and Type should be populated from the Model and Type field on the Product record if the KB entry is created from a service call. Default Checklist on KB should also be populated from the call. [22.02.027, UR22964102] |
| 6869 | 23.01 | SERVICE | MOBILE TECH | IMPROVED | Mobile Tech App > Service Call. Improved error messages on calls. Previously, most errors on mobile tech would result in a generic message with no indication of what went wrong. Now, users will be presented with more specific error messages, including which call had the issue. [22.02.021, UR20270962] |
| 6870 | 23.01 | SERVICE | MOBILE TECH | IMPROVED | When a task or service call is scheduled via a task assignment or dispatch schedule respectively, the start date of that schedule item will appear in the Mobile Tech task list provided that it takes place today or in the future. [22.02.049, UR27131042] |
| 6871 | 23.01 | SERVICE | PRODUCT | FEATURE | 1. Added new config item: SUBPRODUCTS. Values are ON, OFF. Default value is OFF. 2. When SUBPRODUCTS config is ON, product form will include a 'Parent Product' field and and 'Sub Products' tab. Parent Product field: The values in the drop down are products with the same site. Users can open the modal to find products with the same customer. Sub Products tab: Users can link/un-link sub products from this grid. [22.02.023, UR20234064] |
| 6872 | 23.01 | SERVICE | PRODUCT | FIXED | The product dropdown field on the Recurring Dispatch form now works identically to the same field on the Service Call (Dispatch) form. [22.02.039, UR26046446] |
| 6873 | 23.01 | SERVICE | PRODUCT | IMPROVED | When a product record is placed in ‘INACTIVE' status, any recurring dispatch records tied to that product are updated as follows: 1. The renewal field on the Recuring Dispatch is updated to NONE. 2. The End Date field on the Recurring Dispatch is updated to the date the linked product was marked inactive. [22.02.021, UR19977127] |
| 6874 | 23.01 | SERVICE | RESOURCE CONSOLE | CHANGED | TECH type users may now access the VIEW portion of the RESCONS permission. [22.02.065, UR34244262] |
| 6875 | 23.01 | SERVICE | SERVICE CONTRACTS | CHANGED | Service Contract > Line Item Tab > Detail Tab. Removed Auto Renewal, %, Cost Center, Warranty Date, Site Name/Address/City fields. Added Site Name to line item grid. [22.02.060, UR32388637] |
| 6876 | 23.01 | SERVICE | SERVICE CONTRACTS | FEATURE | Accounting Admin > Service Admin > Service Coverage Hours. Added Response Event Types and Resolve Status Type fields. Added new core live data report to track SLA violations (Q0344). Report will Retrieve all calls that are Linked To a Service Contract which is linked to Service Coverage. If the Violation Type is RESPONSE then it will look for all calls that have not had a Response. If the Violation Type is RESOLVE then it will look for all calls that have not been Resolved. New buckets added to Service Overview Workflow: SLA Response Violation and SLA Resolve Violation. [22.02.055, UR29187561] |
| 6877 | 23.01 | SERVICE | SERVICE CONTRACTS | FEATURE | Accounting > Admin > Service Admin > Service Rate Administration. When a Call linked to a Service Contract is billed, it will determine the Service Rate that it is linked to and the most appropriate Service Rate Detail for each item, and apply the discount % as defined. Note: Category and Subcategory columns in the grid apply to the master and not the call. [22.02.065, UR29648640] |
| 6878 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Work Queues > Vendor Service Contract Renewal Q > Ext menu > Create PO. Returning account number for non-part items: System will look up the account to use based on the following sequence: Master Default Extended Account, Default Extended Account, Master COGS account, Company COGS account. [22.02.024, UR22486906] |
| 6879 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Reports powered by LDView_ServiceContract will no longer generate duplicate rows for a single contract when that contract has a contact or ship contact, for which there are duplicates on the customer record. [22.02.025, UR22791836] |
| 6880 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | A service contract line item will not be invoiced if the line item's start date is further in the future than the new billed thru date. The billed thru date is determined by the contract's previous billed thru date plus the period of time defined by the contract's Bill Frequency (No Change There). [22.02.034, UR24410118] |
| 6881 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | The Service Contract Revenue Forecast LDR (Q0071) Now Supports Filtering On Multiple Company Nos [22.02.039, UR25560426] |
| 6882 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | All Service Contract Q360 locations will now have the item Print flag checked by default. [22.02.039, UR26048541] |
| 6883 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Block time now converts correctly when converting from an Order to a Service Contract. [22.02.049, UR27973387] |
| 6884 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract Revenue Projection Live Data Report (Q0071) now only shows forecasting information for service contract and invoice line items linked to a valid deferred revenue account. [22.02.049, UR25558930] |
| 6885 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Converting an Order to a Service Contract no longer brings over any items that have a Qty of 0. [22.02.052, UR29310492] |
| 6886 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | Project > Extended Menu > Create Warranty Service Contract now respects the start and end dates selected by the user through this command and will create new service contract regardless of contract length. Previously, this did not function properly when the dates spanned more than one year. [22.02.057, UR30200982] |
| 6887 | 23.01 | SERVICE | SERVICE CONTRACTS | FIXED | It is no longer possible to post Recurring POs and / or vouchers to a Service Contract that has passed its expiration date. [22.02.060, UR30440160] |
| 6888 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service Contract Management. Added ability to create a recurring dispatch call from the Recurring Dispatch screen (Extended Menu option) without having to run a full cycle. Added "Recurring Calls" tab to the Service Contract screen. This allows user to display all recurring call records for machine records linked to the Service Contract. [22.02.031, UR23633721] |
| 6889 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Added Live Data Report > Recurring Dispatch - Next Call Date (Q0342). This report allows users to see calls that will be created in the future and prep for potential work that will need to be completed at this later date. [22.02.053, UR23725955] |
| 6890 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service Contract Management. New CUSTOM frequency option added, allowing for monthly call generation procedures based on user-selected months. Note: When CUSTOM frequency is selected, at least one month must be selected. 'Find Product' flyout added to Recurring Dispatch form details tab for easy line item addition to a related order. When masters are added to the Recurring Dispatch, QForms linked to the master will automatically be linked to the Recurring Dispatch. [22.02.053, UR23443033] |
| 6891 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service > Service Contract >Line Items Tab > Vendor Sub-Tab // Service > Work Queues > Vendor Service Contract Renewal Q. Added Vend Frequency and Vend Master No to both the Vendor Sub-Tab on the Service Contract Line Items Tab AND the Vendor Service Contract Renewal Q. [22.02.054, UR28772285] |
| 6892 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Service Contract Management. Overall UI reorganization based on typical usage and sequence of update. 'Start/end date', 'next invoice date', 'billed thru date', 'line item sync flag', and 'initial term end date' have been moved from the top section of the form to the contract info section. The Sales Rep, Company No., Branch, and Department fields have been moved to the top. Additionally, SubTotal, Tax, Total, Monthly Total, Term Total, Block Amount Balance, and Renewal Type have been moved to the contract information section. The Renewal section and remaining fields, as well as the Line Item tab's Product Renewal sub tab, have been removed. The following are no longer available on this form: Customer Level > Contract Type AND Customer Level > Contract Rate, Line Items > Time Bill sub tab AND Line Items > Other sub tab, AND Service Hours field under Line Items > Detail sub tab. A new SOW tab has been added to the Service Contract form. When converting an Order to a Service Contract, the SOW from Quote > [22.02.054, UR23442860] |
| 6893 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Previously, when a Service Contract invoice was created (either manually or via nightly job), it was possible that an item with an end date prior to the bill date would be included in the specific case that the Service Contract renewal type was AUTO and the item end reason code field was blank. This specific case has been addressed and if the item's end date has passed, it will not be included on a Service Contract invoice. [22.02.056, UR25369471] |
| 6894 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Live Data > Service Contract List. Added Summary checkbox to report filter panel and result set. [22.02.058, UR30085191] |
| 6895 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Auto-renewal fields have been removed and replaced by a modal that allows the user to increase line item prices by inputting a percentage value. The modal appears when the user clicks on the "Increase Price by %" extended menu option on the Service Contract form. Upon confirmation of entries, line item prices will increase by that percentage. Additionally, the Service Contract form has a new Extended Menu option: "Create Renewal Quote." When clicked, the user will be prompted to create an opportunity, a quote, or both, and service contract line items will auto populate on the quote, linking it to the service contract. Added menu option: Accounting > Service Contract > Global Update - Service Contract Price, this allows the user to filter and update Service Contract items (including increases by a percentage or fixed amount). When items are updated, last change date and last change reason will be updated according to values input. [22.02.059, UR24414067] |
| 6896 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Added Orders tab and grid to the Service Contract form. The grid uses the same layout as the Orders grid on the Project form and will include linked quotes when applicable. Additionally, the grid has an ADD button to create an order that is linked to the service contract. [22.02.059, UR30978414] |
| 6897 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | The Init Term End Date will no longer update upon contract renewal. This field should only be set on contract creation or updated if it is blank. Splitting of order items will now copy RMR term to the new items. [22.02.060, UR33474091] |
| 6898 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | The RMR Term dropdown has been added to multiple tables/forms. Several processing changes have been made, including transferring RMR Term when adding an item to a quote/order, copying the RMR Term when copying a quote/order, and carrying the RMR Term from quote items to order items when converting a quote to an order. When converting an order to a service contract, the RMR Term will be copied and the service contract end date and initial term end date will be determined by the RMR Term. The RMR Term field can be modified and synced with line item dates, but the initial term end date remains freeform and does not affect the RMR Term field. [22.02.066, UR28772415] |
| 6899 | 23.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Added ability to prorate invoices for service contracts. This process takes into account new config SCBILLDATE, manual changes to new Service Contract field "Billing Cycle Day," and any items added during the previous cycle. When SCBILLDATE config has a value between 1 and 31, and a new Service Contract is created, the Service Contract billing date field will default to that value. When a user manually enters/changes the billing date on a service contract, the billing cycle should be reset to that date upon next billing and items should be prorated accordingly. Note: Item start date will be used to determine the 'add date'. This requires the 'Line item sync dates flag' to be unchecked. The item billed thru should also be before or equal to the item start date. Note: Pre-existing config SCPRORATE has been deprecated. Users may now select multiple invoice contacts on a service contract, which will be included in related service invoices. This is done through a new field, "Invoice Contact" that display [22.02.066, UR26898148] |
| 6900 | 23.01 | SERVICE | TIME BILL | FIXED | Dispatch form > Ext menu > Time billing entry. Form now loads properly. [22.02.021, UR20233631] |
| 6901 | 23.01 | SERVICE | TIME BILL | IMPROVED | You can now access the Timebill Post Q from the Service Menu as well as the Project menu [22.02.038, UR25753306] |
| 6902 | 23.01 | SERVICE | WORKFLOW | CHANGED | Live Data Report > WF_Get_SuspectQ AND Service Overview Workflow > Drill into Calls Too Long Bucket. Converted DispatchNo column to zoom column and moved CallNo column to second column. [22.02.021, UR21677231] |
| 6903 | 23.01 | SERVICE | WORKFLOW | IMPROVED | Workflow > Service Overview. Department and Call Type filters added. "Expired Service Contract" removed. Added four new buckets to the Service Overview Workflow (No Activity in 1 Hours, 4 hours, 24 hours, and 48 hours). Max Hours parameter aded to the datasource and to My Calls Workflow. User may now specify 1-4 hours, 5-24 hours, 25-48 hours. Previously, if a call was in the 48 hour bucket, it would appear in all 4 buckets. This will no longer be the case. [22.02.036, UR22289398] |
| 6904 | 23.01 | SERVICE | FEATURE | Service > Deficiencies AND Service > Work Queues > Deficiency Q. New config item DEFICIENCY must be set to ON to see any of these features. Default is OFF. Added ability to track product deficiencies in Q360. Deficiency Form: Displays a deficiency record. Standard User Def, Documents, and History tabs. Public Flag controls visibility for external users. A deficiency can be linked to a Call, Product, and/or Product Detail. A deficiency can also be linked to a quote and order. Statuscode - driven by new general code DEFSTATUS. Category - driven by new general code DEFCATG. Subcat - driven by new general code DEFSUBCAT. Deficiency is not editable or able to be deleted once it has been linked to a quote which is APPROVED or CONVERTED. Deficiency Q: Allows visibility of deficiencies reported by techs during inspections. These can be quoted so that a tech can return on a service call in the future to repair them. All deficiencies being added to a quote must be for the same customer. Deficiencies in [22.02.042, UR25024220] | |
| 6905 | 23.02 | ACCOUNTING | PROGRAM EFFICIENCY | FEATURE | Accounting > Admin > Branch & Dept Maintenance. Added sequencing to department maintenance. Department drop down menus will now be sorted by Sequence instead of Department name. [23.01.002, UR39390990] |
| 6906 | 23.02 | ACCOUNTS PAYABLE | CHECKS | CHANGED | Check Register. The Amount column is now populated with the amount in the check register table. Added a "Net" column. This is the SUM of Accounts Payable Paid amounts for the Check No / Ref No. [23.01.002, UR37211285] |
| 6907 | 23.02 | ACCOUNTS RECEIVABLE | WORKFLOW | FIXED | Workflow > Accounts Receivable Workflow. Bill Service Contract bucket now functions properly and will initiate the same modal as the main menu option. [23.01.002, UR40921529] |
| 6908 | 23.02 | GENERAL | CUSTOMER | FIXED | Customer > PO flag checked > Srv Call tab > Add call from grid. The form will now stay in edit mode, allowing the user to edit entries without data loss. [23.01.002, UR40384572] |
| 6909 | 23.01 | GENERAL | MOBILE | IMPROVED | Site address in mobile view now hyperlinks to Google Maps. Priority and Scheduled Date information now appears in the in the contents of each task row. Row sequence has changed and process button appearance has changed. [23.01.002, UR36505680] |
| 6910 | 23.02 | GENERAL | RESOURCE CONSOLE | IMPROVED | Service > Resource Console. Added detailed tooltip to task assignments on the Resource Console, similar to task tooltip. Add Project Site Name to task and assignments tooltips. [23.01.002, UR39398669] |
| 6911 | 23.02 | PROJECTS | TASKS | FIXED | Projects > Project > Team / Events Tab > Link Extended Menu. Re-added the ability to add a Project Team member by Contact only. Project team members are not required to be linked to a UserID. Note: team members that do not have a UserID will not be assignable to tasks on the project. [23.01.002, UR39706917] |
| 6912 | 23.02 | SERVICE | DISPATCH Q | CHANGED | If more than 20 recurring dispatches will be processed, system will automatically queue a background job to do it instead. [23.01.002, UR41891048] |
| 6913 | 23.02 | SERVICE | PRODUCT | CHANGED | Product form > Recurring tab > Add New Recurring Dispatch. When creating a new recurring dispatch record, product details will no longer be automatically added as recurring dispatch details. [23.01.002, UR39080458] |
| 6914 | 23.02 | SERVICE | CHANGED | Service Contract > Extended Menu > Create Renewal Quote/Opp. End Reason code no longer determines if an item will be added to the quote. When a renewal Quote is created, only items of type BLOCKAMT will be excluded from the quote. [23.01.002, UR40075036] | |
| 6915 | 23.02 | ACCOUNTS PAYABLE | VOUCHERS | FEATURE | Accounting > Accounts Payable > Vouchers. When updating the invoice date on a voucher, the due date will now auto-update per payment terms. [23.01.002, UR44974860] |
| 6916 | 23.02 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher > Line Items tab. Users can now edit the Account for non Q/A type line items on an unposted Voucher if the Voucher is linked to a PO, but not linked to a Project or Call. [23.01.002, UR32821706] |
| 6917 | 23.02 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > AP > Voucher > Activity Tab > Grid + (ADD) button. Action now correctly sets the LinkType to VOUCHER and the LinkNo to the Voucher InvoiceNo. [23.01.002, UR40459020] |
| 6918 | 23.02 | GENERAL | USER MAINTENANCE | FIXED | External User > Project/Task forms. Added new permission: EXTSOWTAB. This permission controls whether an external user can see the Project > SOW tab. Project > Task Grid and Task > Subtask Grid: Removed Hide RC and ChkList columns. The task list will no longer show tasks where task control = ADMIN. Task form: fixed issue where user received error "External user not permitted." [23.01.002, UR48080384] |
| 6919 | 23.02 | PROJECTS | TASKS | FIXED | Projects > Project > Team / Events Tab > Link Extended Menu. Re-added the ability to add a Project Team member by Contact only. Project team members are not required to be linked to a UserID. Note: team members that do not have a UserID will not be assignable to tasks on the project. [23.01.002, UR39706917] |