Release Notes v23.02
Published: June 27, 2023
Latest Update: May 23, 2024
Build range: 23.01 (23.01.100 – 23.01.140)
Patch: 23.02.002 (February 2024), 23.02.003 (April 2024), 23.02.004 (May 2024)
Release Notes v23.02 Advisories
What’s New v23.02 for feature highlights.
For the previous major releases, see What’s New v23.01 and What’s New v22.02 .
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 6564 | 23.02 | ACCOUNTING | 1099 REPORTS | IMPROVED | Customer Form (Customer type must be VENDOR/CUSTVEND). Added extended menu option: 'Update Voucher 1099.' When selected, allows user to update 1099 type on all posted vouchers for that customer. The 1099 value comes from the customer form. Also adds a history item to the customer record. Requires permission VENDACCTINFO (edit). 23.01.101, UQ82931919 |
| 6904 | 23.02 | ACCOUNTING | AGED AP | FIXED | Accounting > Accounts Payable > Import Expenses. If DispatchNo is provided in Import Map, it will now be used and validated. 23.01.101, UR36105683 |
| 6905 | 23.02 | ACCOUNTING | BUDGET | FIXED | Accounting > Budgets > Define Budgets > Load a Budget > By Period Grid / By Account Grid. Grid Extended Menu now works as expected. 23.01.118, UR49487037 |
| 6906 | 23.02 | ACCOUNTING | COMMISSIONS | FEATURE | Accounting > Commissions > Commissions Export > UseTaxBooking. Added new config setting USETAXBOOKING. When ON, system will include the value of use tax on line items (sum of all line items Use Tax * line item QTY) in the order used to create the BOOKING record from the active project. When OFF, system will not include use tax value of line items on order and will create the BOOKING record as previously created. When BOOKING record for the associated project is added to dbo.commissionadvice, GP and GM will match budgeted column (unedited) of the profit tab or projected column on the profit tab. Also applies to invoice and order records. 23.01.111, UR42553469 |
| 6907 | 23.02 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Rate. Grid now only shows appropriate columns according to commission config value. 23.01.100, UR32713190 |
| 6908 | 23.02 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Export AND Calc Commission Job. Commission calculation will now properly follow the configuration settings. The intention of the ULORDERCOMMISSION config when set to ON is to only calculate commission on Orders that are NOT linked to any other record type. 23.01.100, UR35084307 |
| 6909 | 23.02 | ACCOUNTING | COMMISSIONS | FIXED | Commission accrual now properly reports manual adjustment amounts. In instances where the Start Date selected in the filter is LATER THAN the date that the manual adjustment occurred, the manual adjustment amount will be included in the "Total Paid" column of the commission accrual report. 23.01.101, UR35410318 |
| 6910 | 23.02 | ACCOUNTING | COMMISSIONS | REMOVED | Commission Rate Maintenance > Quota Tab. Removed the necessity for CCOComission config to be PROJECTRECALC in order for BOOKING type commission advice records to recalculate quota actual amounts. 23.01.110, UR40837694 |
| 6911 | 23.02 | ACCOUNTING | CUSTOMER | IMPROVED | Accounting > Customers >Orders Tab. The grid is now paginated to accommodate larger data sets. 23.01.107, UR41690400 |
| 6912 | 23.02 | ACCOUNTING | GENERAL CODES | IMPROVED | Branch and Department definition has moved from General Codes to Accounting > Admin > Branch and Dept Maintenance. Branch grid checkboxes added "Profit" "Cost" "Warehouse" "Rack Build" (coming in a future release). See Help Center Branch and Department Management article and v23.02 Highlights webinar for additional information. If enabled, UNIFIEDTYPE config will validate Sales Type (UNIFIEDTYP General Code) against Branch definition. 23.01.139, UR22013942 |
| 6913 | 23.02 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > General Ledger > Enter Journal Transaction > Form + Button > Grid Extended Menu > Import. If the imported spreadsheet has more than 500 rows, a prompt will appear stating that the file is too large and will ask if the user wants to attempt to insert the data into the database. If the Date, Reversedate, Companyno, and/or Comment fields are not provided in the import, they will default to what is provided by the user on the form before pressing the import button. User may preview everything except for the comment in the dialogue before importing. Note: due to length issues, comment will not be included in preview. 23.01.105, UR39084962 |
| 6914 | 23.02 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > GL Entry. On save, date on manual transactions will be set to match the entry header date if it does not match this date. 23.01.113, UR47337144 |
| 6915 | 23.02 | ACCOUNTING | INCOME STATEMENT | FIXED | Income Statement Start and End dates now function as expected. 23.01.132, UR52187906 |
| 6916 | 23.02 | ACCOUNTING | MONTH END | FIXED | When running the Month End Reconciliation reports filtered by "AS OF DATE" the Vendor Deposit subledger report called from this screen now properly defaults to the same date. 23.01.105, UR41499019 |
| 6917 | 23.02 | ACCOUNTING | MONTH END | FIXED | Month End Reconciliation and Vendor Deposit sub-ledger. Now take CompanyNo into account. 23.01.114, UR44973366 |
| 6918 | 23.02 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation. Block Suspense subledger balance now calculates correctly. 23.01.121, UR47702035 |
| 6919 | 23.02 | ACCOUNTING | MONTH END | IMPROVED | Live Data > Live Data Reports > Q0044 Month End Project Suspense Subledger report AND Accounting > Month End > Month End Reconciliation > drill into SBL Balance for Item titled "Project Deferred Revenue Balance." Report will now exclude projects in COMPLETED status with a ZERO Suspense Amount if the Project's close date does not fall within the period reported on as set by the As Of Date filter. 23.01.119, UR37526149 |
| 6920 | 23.02 | ACCOUNTING | PREVAILING WAGE | IMPROVED | Accounting > Admin > Misc > Prevailing Rate Admin > Rates Grid > Delete Icon. Added ability to select and delete multiple lines at once on the Rates Grid. Additionally, added ability to Select All. 23.01.108, UR43399982 |
| 6921 | 23.02 | ACCOUNTING | PURCHASE ORDERS | FIXED | PO > Ext Menu > Create Vendor Deposit. The newly created vendor deposit (voucher/vendor invoice with invoice type of DEPOSIT) will now inherit the Vendor Order Reference Number if one was applied on the respective purchase order. 23.01.101, UR36653096 |
| 6922 | 23.02 | ACCOUNTING | SUB ACCOUNT | FIXED | Trial balance now properly matches account detail. 23.01.110, UR45138498 |
| 6923 | 23.02 | ACCOUNTING | TAX | FIXED | Live Data > Sales Tax Detail (or any report designed using the SQLReport_SalesTaxDetail Datasource). ComapnyNo = ALL now functions as expected. 23.01.122, UR50320485 |
| 6924 | 23.02 | ACCOUNTING | FIXED | Changed Period End Date to calculate to the last day of the week when viewing by WEEK. 23.01.110, UR42665568 | |
| 6925 | 23.02 | ACCOUNTING | IMPROVED | When running a customer statement for a client with multiple invoices going to different locations, customer statement will now split locations by address instead of listing all under the first address. Added InvoiceSiteNo. to grouping in Customer Mailing Statement report. Fixed header row in this and other two customer statement reports. If they are more than one page long, header row will appear on additional pages. 23.01.103, UR31285736 | |
| 6926 | 23.02 | ACCOUNTING | IMPROVED | ProjectNo filter has been added to the following reports: Accounting > Reports > Income Statement, Accounting > Reports > Income Statement Detail, Accounting > Reports > Income Statement 2 Period Detail, Accounting > Reports > Income Statement with Sub Accounts, Accounting > Quick Views > Income Statement, Accounting > Quick Views > Income Comparison, Accounting > Quick Views > 12 Period Income Statement with FX. 23.01.114, UR29974075 | |
| 6927 | 23.02 | ACCOUNTING | IMPROVED | Accounting > Admin > Designer > Balance Sheet Designer AND Income Statement Designer, AND Accounting > Admin > GL Admin > Sub Account Group Maint - Permissions grid added. 23.01.118, UR40322031 | |
| 6928 | 23.02 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > AP > Quick Views > Check Register. When selecting a date in the future on the Check Print form, that date is now reflected on the check register grid. 23.01.100, UR32104877 |
| 6929 | 23.02 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > Accounts Payable > Quick Views > Check Register > Print Button extended Menu > Print Vendor Remittance Advice. Extracted filename is no longer capped at 50 characters. Larger file names will now be found and files are able to be printed. 23.01.101, UR33473799 |
| 6930 | 23.02 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > Accounts Payable > Quick Views > Check Register. Payee field on the Check Register Grid now properly displays the Payee of the voucher. 23.01.105, UR41595585 |
| 6931 | 23.02 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > Quick Views > Check Register. Check Register will now only display one row per Refno and Payee Name regardless of the number of vouchers the check is intended to pay. 23.01.118, UR49484338 |
| 6932 | 23.02 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | FIXED | Direct Payments Queue will no longer display vouchers with negative amounts. 23.01.125, UR49683727 |
| 6933 | 23.02 | ACCOUNTS PAYABLE | PURCHASE ORDERS | FEATURE | Accounting > Accounts Payable > Purchase Order > Buyer ID field. Added email link to label. Added new email template: POBUYER. This template will have a default subject to allow the email to be tracked, but will have no default body at this time. Clicking email link will open email form based on POBUYER template. 23.01.100, UQ73542982 |
| 6934 | 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. 23.01.110, UR44974860 |
| 6935 | 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. 23.01.100, UR32821706 |
| 6936 | 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. 23.01.104,23.01.002, UR40459020 |
| 6937 | 23.02 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher > Line Items > Find Product (Sub Tab). Find Product quantity selection now functions as expected. 23.01.118, UR49414267 |
| 6938 | 23.02 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > AR > Quick Views > Aged AR > Ext Menu > Update Expected Payment Date for Selected. When setting an expected payment date from the Aged AR on a Master Invoice, the Expected Payment Date on all linked invoices will now carry over to the same date. 23.01.119, UR48728964 |
| 6939 | 23.02 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FEATURE | Accounting > Accounts Receivable > Cash Receipts. Added support for grid multi-select and imports. Note: Previous methods for using this form still exist (clicking invoice no. column or directly inputting invoice no.) though there are some restrictions on mixing methods. Multi-Select: 1. Added selection column to customer grid. 2. When a row is selected using this checkbox, it is assumed the full amount of the invoice should be applied, and the check remainder field will be reduced accordingly. 3. When a checkbox is deselected, the check remainder field will increase accordingly. In addition, the invoice no, check amount, and apply amount fields will be disabled. 4. Once all selections have been made, clicking the Save Entry button will add entries for all selected rows into the Batch grid. The selected rows on the Customer grid will turn green to indicate they have been added to the batch grid. 5. Trying to re-select a row at this point will produce a warning. 6. When a row has been selected, users w 23.01.104, UR25559794 |
| 6940 | 23.02 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. When creating a Credit Invoice and the type is 'PAYMENT,' the Tax Appl. Code will be set automatically to EXEMPT. 23.01.100, UR33943561 |
| 6941 | 23.02 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. When entering new entries, "Check Reminder" amount will no longer be deleted. 23.01.101, UR33609971 |
| 6942 | 23.02 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > AR > Cash Receipts. When creating a credit from cash receipts, comments entered will now be visible after saving the form. These may be located in two places. After user has created an open credit and posted the batch, the comment supplied may be found on the Customer form > Cust Invoices tab > Invoices grid > Payment Comments column. User may also find this information within the Cash Receipts form by supplying the specific filter sets (Bank Account, Currency, Company, Customer). This grid is respective to the Customer > Cust Invoices grid. 23.01.118, UR47893662 |
| 6943 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Print Invoices > Invoices with SERVICE type > Print Menu > Email Selected Invoices. Invoices types of SERVICE and report types of SERVINV now function as expected - minor fix. 23.01.100, UR35788400 |
| 6944 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > AR > Invoices > 'Print Invoice.' Setting Print Destination to "Email" and not checking "Add PDF to Invoice" will no longer save invoice to Customer Documents grid. 23.01.101, UR36868043 |
| 6945 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Sales > Customer > Company Sub Tab > Last Year Sales. Now excludes invoices of type 'PAYMENT' from the calculation of Last Year Sales. 23.01.103, UR40074936 |
| 6946 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Sales > Orders > Line Items Tab > Extended Menu > Split Line Items (line item must be linked to a normal invoice and a credit invoice). This function now operates properly and does not produce an error. 23.01.115, UR47702674 |
| 6947 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Prices on final invoice are now properly distributed to each line. 23.01.121, UR50081695 |
| 6948 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Offset invoices will no longer be included in the past invoiced total of the Project Progress Invoice. 23.01.124, UR40388100 |
| 6949 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Live date report (Invoice Record Analysis (Q0312)). Added "Department" column to display the Department on the invoice header. Added a filter for "Department" (multi-select from list) to pull from the departments available in the department general code, and filter to invoices with said department on the header. "Start Date" and "End Date" filter will now use time period selection similar to other core reports. 23.01.101, UR33608001 |
| 6950 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Invoice Due emails. Email body and subject now pull from 'PRINTCUSTSTATE' template. NOTE: Email will send to the email address associated with the CONTACT defined on the auto delivery record as well as additional email(s) defined on the auto delivery record. 23.01.113, UR46149924 |
| 6951 | 23.02 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | The Standard Invoice Template and Standard Project Progress Invoice templates have been consolidated into a single Standard Invoice template. When linked to a Project: line item descriptions are replaced with % of project completed and also include project balances. When not linked to a Project, Description appears as previously. 23.01.123, UR40457826 |
| 6952 | 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. 23.01.107, UR40921529 |
| 6953 | 23.02 | ACCOUNTS RECEIVABLE | FEATURE | Accounting > Accounts Receivable > Reports > Customer Statements AND Customer Form > Print > Print Customer Statement. Added "Age By" Filter. This filter works as it does on the Collections Queue and has two options: "Invoice Date" and "Due Date." The selected Age By value will determine the date an invoice is deemed due. 23.01.103, UR40078538 | |
| 6954 | 23.02 | GENERAL | API | CHANGED | Maintenance > Webmail Configuration has been renamed "Email Configuration" to be more intuitive. 23.01.102, UR39798545 |
| 6955 | 23.02 | GENERAL | API | FEATURE | Addresses may now be validated through the configured Address APIs for Canadian and US addresses. The following list of forms will have a button with a check icon next to the addresses that can be validated. After validating the address, the user may decide whether or not to use the suggested address. Modifications may still be made to suggested addresses, or the inputted addresses may be modified and re-validated. Affected forms: Customer, Site, Quote (Address and Ship Address), Order (Address and Ship Address), Purchase Order (Ship To Address only), Voucher (Payee Address only), Invoice (Bill and Ship Address), Service Contract (Bill and Ship Address), Employee / Candidate. 23.01.119, UR17144819 |
| 6956 | 23.02 | GENERAL | API | FEATURE | Added Jetbuilt configuration tab to API maintenance form. Must be configured to see the rest of the Jetbuilt features. Customer > Company Subtab > Jetbuilt customer field. Allows user to link a customer in Q360 to the Jetbuilt customer record for that customer. Quote > Details Tab > Jetbuilt Project No. field. Allows user to link a quote in Q360 to a project in Jetbuilt. The project in Jetbuilt will then be used to build the quote, and when complete, the line items will be imported back into Q360. See Q360 Help Center for additional details. 23.01.120, UR25752567 |
| 6957 | 23.02 | GENERAL | API | FIXED | When importing QuoteItems from D-Tools, the Model previously populated both the MasterNo and VendorPartNo. VendorPartNo will now properly update with the D-Tools PartNumber instead. 23.01.124, UR39665968 |
| 6958 | 23.02 | GENERAL | API | IMPROVED | GreatAmerica integration. Add ability to choose Maintenance Type when choosing finance options. Removed 'Percent' Maintenance Type. Integration now supports user adjustable 'Points.' 23.01.135, UR44221029 |
| 6959 | 23.02 | GENERAL | CLOUD STORAGE | CHANGED | CLOUDSTORAGE_REDIRECT: ON is no longer a valid value. Default is OFF. Applicable values are now DIRECT, SHARE, and OFF. Direct: The URL points directly to the document in Sharepoint. Document view permissions for links of this type are determined by Sharepoint, not by Q360. Share: Q360 will use the API to create a link that shares the document. The link is only accessible to users within the organization at this time (based on Q360 permissions), and will expire based on Sharepoint's default expiration settings for shared links. Security note: sharing this link with a co-worker will bypass permissions. 23.01.124, UR50756068 |
| 6960 | 23.02 | GENERAL | CLOUD STORAGE | FEATURE | Maintenance > API Settings > Cloud Storage. Cloud Storage Integration now allows Q360 documents to be stored in the cloud, reducing disk space requirements for database backups. Additionally, it facilitates real-time collaboration on live documents, enabling concurrent access for multiple users to a single document source. See API Settings > Cloud Storage tab and Q360 Help Center documentation for full setup and usage instruction. 23.01.112, UR19327327 |
| 6961 | 23.02 | GENERAL | CLOUD STORAGE | FIXED | Document links now function properly whether or not the linked document is stored in Cloud Storage. 23.01.124, UR50754403 |
| 6962 | 23.02 | GENERAL | CLOUD STORAGE | IMPROVED | To avoid conflict with the less than 400 character Sharepoint limit, each token in the cloud storage path (defined in DOCLINKTYP general code) will be auto trimmed to 50 characters, and the file name will be trimmed to 100. |
| 6963 | 23.02 | GENERAL | COMPANY | FIXED | Company > Profit Tab. Company No now defaults to the customer's company number. 23.01.104, UR40457259 |
| 6964 | 23.02 | GENERAL | CONTACT | FEATURE | View > My Contact Lists > Print Menu > Print Envelopes. Added the ability to print addressed envelopes or Dymo address labels for an entire contact list. 23.01.102, UR30434369 |
| 6965 | 23.02 | GENERAL | CONTACT | FIXED | Contact > Ext menu > Merge To Another Contact. Merge function now properly updates the call contacts and callers when the from contact does not have a name. 23.01.117, UR49416137 |
| 6966 | 23.02 | GENERAL | CUSTOMER | FIXED | Customer Screen > Reports Sub Tab > Add button. When setting up an Auto Delivery request on the Customer/Vendor record, email address will now auto populate properly upon selecting a contact with an email address. 23.01.102, UR39754897 |
| 6967 | 23.02 | GENERAL | FIXED | Received emails now support the € symbol. Users can type the character by holding "Alt" and pressing "0-1-2-8" on the number pad, or "Alt" + "8364." 23.01.113, UR47337280 | |
| 6968 | 23.02 | GENERAL | IMPROVED | New tab "Default Email Template" now appears on the Email Template form. This will display read-only fields of the email template form that reflect the latest core offering. 23.01.100, UR14441055 | |
| 6969 | 23.02 | GENERAL | IMPROVED | Received emails now support additional symbols. 23.01.115, UR48728995 | |
| 6970 | 23.02 | GENERAL | GENERAL CODES | IMPROVED | Added a "Download Permission" column to the DOCLINKTYP code. This code will be checked before allowing a user to download this specific type of document. 23.01.113, UR46673472 |
| 6971 | 23.02 | GENERAL | GLOBAL SCHEDULE | FIXED | Process for scheduling Service Calls/Project Tasks with configs DISPATCH_SCHEDULED_ALLOWHRSCHEDOVERLAP or SUBTASK_SUBTASKASSIGN_ALLOWHRSCHEDOVERLAP set to OFF: Q360 will only check for any scheduled HR time off requests that are in an ACTIVE state in reference to General Code type GLBSCHSTAT, as well as any that are in APPROVED status. If an overlapping record exists in one of these statuses, user will receive an error message. These same conditions will also determine if an employee is designated as unavailable in the dispatch grid on the Dispatch tab of a Service Call. 23.01.111, UR44517796 |
| 6972 | 23.02 | GENERAL | GLOBAL SCHEDULE | IMPROVED | Global Schedules now have a title field. The title will default to the following based on the link type: DISPATCH: Call Problem, TASK: Task Title, EMPLOYEE: "Employee Schedule: [Schedule Description]" (where [Schedule Description] is the Codevalue2 of the selected EMPSCHEDT codevalue), FUNNEL OPPORTUNITY ITEM: Funnel Item Title. The title will be visible in locations where the Assignment appears. Note: If the Popup flag is checked for the Global Schedule, and the Global Schedule has a title set, the Title will be included in the Popup notification. The following grids have had their columns updated to display Title, Hide From RC, Hide From Calendar, Popup Flag. All editable fields for those assignments are now editable directly in the grid as well. Funnel Opp Item > Schedules Grid, Task > Assignments Grid, Project > Assignments Grid, Employee > Schedules Grid. 23.01.117, UR49070314 |
| 6973 | 23.02 | GENERAL | GLOBAL SCHEDULE | IMPROVED | The default status of Global Schedules may now be set per type. Note that the default can still be programmatically overwritten based on the context. New config items added: TASKASSIGNMENTDEFSTATUS, EMPLOYEEASSIGNMENTDEFSTATUS, CALLASSIGNMENTDEFSTATUS, ASSIGNMENTDEFSTATUS. See 23.02 Advisories for full description of these config settings. 23.01.118, UR49071038 |
| 6974 | 23.02 | GENERAL | GRIDS | FIXED | Fixed document grids on following forms: Project, Task, Opportunity, Quote, Order, Customer, Site, Employee, Voucher, Invoice, Call. 23.01.106, UR42201965 |
| 6975 | 23.02 | GENERAL | GRIDS | FIXED | Link icon fixed on the following grids: PO, To Do List, Product, Product Detail, Master, Expense, Service Contract 23.01.108, UR43094240 |
| 6976 | 23.02 | GENERAL | GRIDS | FIXED | Any grid and scheduled live data reports. When exporting to HTML (or selecting embed HTML as the format for scheduling a LDR), monetary and numerical values will now be formatted similar to the Excel export. Negative numbers will display in red and in brackets. Longer numbers will display comma separators if value is 1,000 or greater. Currency symbol is added for monetary types. NOTE: similar to Excel, currency symbol will display as $ regardless of actual currency / without conversion. 23.01.110, UR44363456 |
| 6977 | 23.02 | GENERAL | GRIDS | FIXED | R.Click > Set Value for feature on grids now supports date or datetime types. NOTE: The POPUP time entry form displayed via the Right Click "Set Value" Context menu will allow the user to enter the time based on the USERS ASSIGNED TIMEZONE Whereas the double click Time Entry on the grid directly will do the time entry based on the Grids Currently Displayed Time Zone. Example: If the Users time zone is PST, the Gird is displayed in CST and the Server default is set to EST The Double Click entry on the grid will do the entry in CST The Right Click entry form will do the entry in PST 23.01.113, UR47514320 |
| 6978 | 23.02 | GENERAL | GRIDS | FIXED | The following sequence of actions now functions properly and opens a new window: load a grid, freeze columns, "Group By" a column on the right side of the column split, zoom into a row. 23.01.115, UR47513692 |
| 6979 | 23.02 | GENERAL | GRIDS | FIXED | Any Q360 location with a map button that uses sites. The map button on the grid now functions as expected and auto fills any missing longitude / latitude. 23.01.118, UR47887416 |
| 6980 | 23.02 | GENERAL | GRIDS | IMPROVED | Inventory > Master > Detail Tab > Master By Company Grid may now be customized (right click > Customize Grid). 23.01.102, UR39663464 |
| 6981 | 23.02 | GENERAL | GRIDS | IMPROVED | Added an option to clear User Grid Definitions from the Customize Grid Modal > Grid Columns tab. 23.01.102, UQ83482236 |
| 6982 | 23.02 | GENERAL | GRIDS | IMPROVED | Dispatch Form > Main Tab/Events Tab > Events grid AND Dispatch Form > Check List Tab > Check List Grid AND Task Form > Main Tab > Events Sub Tab > Events grid AND Task Form > Events Tab > Events Grid. User is now able to add records directly in the grid when the form is in edit mode. 23.01.115, UR17210420 |
| 6983 | 23.02 | GENERAL | GRIDS | IMPROVED | Added new config: MAXSEARCHROWS. Controls default limit of many form level search results. Default is 500. When performing a form-level search, the number of results will be limited to the number in this config option. This change affects many forms including Contact, Invoice, Dispatch, Project, etc. Note: If a search result grid is configured for pagination, the limit will not take effect. Instead, this will control the number of results that must be surpassed in order for pagination to take effect. 23.01.117, UR43232911 |
| 6984 | 23.02 | GENERAL | LOGIN | FIXED | Using an email address to log in now functions properly. 23.01.112, UR46671787 |
| 6985 | 23.02 | GENERAL | LOGIN | IMPROVED | Added a new OAuth provider for US government based Azure Tenants. 23.01.134, UR52740786 |
| 6986 | 23.02 | GENERAL | MOBILE TECH | IMPROVED | Mobile Tech Client > Action fails. OfflineTechSyncLog will now record failed actions in addition to successful actions. 23.01.100, UR19327560 |
| 6987 | 23.02 | GENERAL | NOTIFICATION | FIXED | When internal users navigate to View > Notification History, they are now presented with the correct notification history based on their UserID. User must have an active user account and access to the Q360 application. 23.01.119, UR49984006 |
| 6988 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Maintenance > View History > Save Filter. Save Filter button now functions as intended. 23.01.101, UR24011381 |
| 6989 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Previously, clicking Q360 Icon on a form and selecting "Close All But This" followed by clicking Q360 Icon on the form and selecting "Copy Window URL" failed to copy the URL. This has been resolved and this action sequence now functions properly. 23.01.102, UR39667329 |
| 6990 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Drop down menus now populating properly. 23.01.105, UR41499370 |
| 6991 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Date selection modal. Styling on the "Today" button is now consistent with the "Close" button. 23.01.118, UR49486030 |
| 6992 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Increased size of Qty field in the following reports to accommodate large numbers: Inventory > Reports > Master Valuation By Date AND Accounting > Month End > Month End Reconciliation > Inventory Line > Subledger and Diff column AND Live Data > Reports > Inventory Valuation Report. 23.01.120, UR50079852 |
| 6993 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Various paths. Increased character limit of line item DESCRIPTION to 200 characters. This change prevents the truncation error, allowing for more comprehensive descriptions without data loss or errors during execution. 23.01.124, UR47705068 |
| 6994 | 23.02 | GENERAL | PROGRAM EFFICIENCY | FIXED | Context Sensitive Help anchors attached to Q360 Main Menu items now function as expected and link to appropriate Help Center articles. 23.01.125, UR51057126 |
| 6995 | 23.02 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | User Maintenance > Type: External. Updated error message to be clearer. 23.01.100, UR35299825 |
| 6996 | 23.02 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Record locking. Added a Warning message to indicate that you are editing a form that is already locked/being edited by you. 23.01.114, UR47703141 |
| 6997 | 23.02 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Ctrl + clicking a group expand or collapse button will now also affect all of its subgroups. 23.01.124, UR50681943 |
| 6998 | 23.02 | GENERAL | QUICK SEARCH | FIXED | File > Quick Search AND Quick Search field (bottom right of Q360). Quick Search function now respects MAXSEARCHROWS config. 23.01.119, UR49680449 |
| 6999 | 23.02 | GENERAL | RESOURCE CONSOLE | FEATURE | Maintenance > General Codes AND Service > Resource Console. General Code: CALLSTATUS. Added codevalue7 "Console Color." Resource Console will display call schedules in the color defined in the CALLSTATUS code type. The default color is yellow. 23.01.103, UR39929973 |
| 7000 | 23.02 | GENERAL | RESOURCE CONSOLE | FIXED | Service > Resource Console > Populate at least one user > Include Unassigned > Unassigned row. Unassigned will now properly populate independently of what is selected in the User field. 23.01.118, UR47890803 |
| 7001 | 23.02 | GENERAL | TASKS | IMPROVED | Task List Grid > Activity Row > Process icon. "Process Record" modal now includes an additional field "Update Follow Up Date." This date will be reflected on the Activity form. 23.01.100, UR28543254 |
| 7002 | 23.02 | GENERAL | USER MAINTENANCE | FIXED | Maintenance > User Maintenance. Edits to user maintenance are now allowed, regardless of license count validation, as long as login flag and active flag are not changed. 23.01.102, UR28543164 |
| 7003 | 23.02 | GENERAL | USER MAINTENANCE | FIXED | Maintenance > User Maintenance. Restored Network Login ID input on User Maintenance form. 23.01.108, UR44194146 |
| 7004 | 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." 23.01.115, UR48080384 |
| 7005 | 23.02 | GENERAL | USER MAINTENANCE | REMOVED | "Delete" is no longer an option for user permission MASTER. 23.01.103, UR40078722 |
| 7006 | 23.02 | GENERAL | FIXED | Eacceptance process: Document form > eacceptance grid. The signature will now always be encrypted (regardless of DOCUMENTENCRYPTION config value) and the preview will function as expected. 23.01.103, UR40070628 | |
| 7007 | 23.02 | HR | GLOBAL SCHEDULE | FIXED | HR > Schedule. Hovering over an item in the calendar now properly displays the comment on the entry if one of two conditions is met: 1. The user has HREMPSCHED_VIEW permission OR 2. The EMPSCHED general code value that aligns with the schedule type has "Show Comments" (codevalue6) set to "Y." 23.01.109, UR44361119 |
| 7008 | 23.02 | HR | GLOBAL SCHEDULE | FIXED | File > HR Time Request. Managers are now able to approve PTO with permission PTOAPPROVE (for direct reports). Managers are now able to submit PTO request on employee behalf without additional permissions. 23.01.112, UR46670890 |
| 7009 | 23.02 | HR | TIME BILL | FEATURE | TBFORCECATEGORY added (Default: OFF). All places where a time bill can be created in the system now run through a standardized TimebillManager class. There will be a prompt to "Start time billing against [Record Description] OR [Record Type] - [Record No]." If TBFORCECATEGORY is set to ON, it will check to ensure that the current running time bill has a Category set. If it does not, a modal will be presented to set the Category and Subcategory of the current running time bill. Upon submit, the Category and Subcategory will be immediately updated for the running time bill, the stored procedure for creating the new time bill will run, and the current running time bill will stop. If the user has TIMEBILLDB_EXEC permission, the check for Category will be bypassed on creation of a new time bill and it will not stop the existing running time bill. Stopping a time bill on the time bill form will run the form validation to ensure all mandatory fields are filled in prior to proceeding. 23.01.103, UR39798667 |
| 7010 | 23.02 | HR | TIME BILL | FIXED | When time bills are imported using the import map, the import routine no longer checks UserIDs in the spreadsheet for the TIMEBILL (create) permission as the time bills are imported by another user with proper permissions. 23.01.100, UR33365724 |
| 7011 | 23.02 | HR | TIME BILL | FIXED | Time Bill > Edit > ProjectNo Search and Unlink buttons will now be hidden if the user does not have the appropriate EDIT permissions. 23.01.113, UR46851361 |
| 7012 | 23.02 | HR | TIME BILL | FIXED | Time bill approval process. When a time bill is approved without a specified approval date, the "Approved Date" will now correctly reflect the current date and time, rather than the start date of the time bill. 23.01.118, UR49681150 |
| 7013 | 23.02 | HR | TIME BILL | FIXED | HR version of Time Bill Post Queue now respects TBPOSTOWN permission and user will be able to see their own time bills in this queue. 23.01.120, UR49486403 |
| 7014 | 23.02 | HR | TIME REQUEST | FIXED | File > HR Time Request > Request for PTO is canceled before it is approved by a manager. Employees will no longer see cancelled PTO requests in Employee Schedule email. 23.01.111, UR42436861 |
| 7015 | 23.02 | INVENTORY | ASSETS | FIXED | Inventory > Transfer Inventory. Transfers are now only allowed within the same Company No. 23.01.100, UR30436666 |
| 7016 | 23.02 | INVENTORY | ASSETS | FIXED | Inventory > Asset. Duplicate Vendor Part No field has been eliminated and VENDORPARTNO now properly pulls from Data Dict > Asset Table. 23.01.114, UR48080705 |
| 7017 | 23.02 | INVENTORY | IMPORT/UPDATE | IMPROVED | Inventory > Import/Update Master Profile. Added error handling that reports the number of profiles without an associated MasterNo in the system, and gives a list of those MasterNos from the load sheet which are preventing the system from importing any non existent masters. These must be removed from the load sheet in order to successfully import. 23.01.100, UR30315963 |
| 7018 | 23.02 | INVENTORY | IMPORT/UPDATE | IMPROVED | Inventory > Import/Update Masters. Added validation for valid Category (Mastergroup column) and Sub-Category (Class column) to import. Added two new options to import modal: 1. Import rows with invalid Categories / Sub-Categories and 2. Create missing Categories / Sub-Categories (if unchecked, Categories will be ignored). The first option determines if validation for existing Categories / Sub-Categories will happen. If the first option is checked, the second option will determine if invalid Categories / Sub-Categories will be created or ignored. 23.01.102, UR28543149 |
| 7019 | 23.02 | INVENTORY | MASTERS | FIXED | Inventory > Master Profile > Add. Action now functions as expected without producing an error. 23.01.105, UR41499729 |
| 7020 | 23.02 | INVENTORY | MASTERS | FIXED | Inventory > Import/Update Master Profile. Now functions as expected. 23.01.108, UR43235570 |
| 7021 | 23.02 | INVENTORY | MASTERS | FIXED | Inventory > Import / Update Master Profiles. Price A - D columns on import sheet now import properly. 23.01.111, UR38341990 |
| 7022 | 23.02 | INVENTORY | MASTERS | FIXED | Master > Master By Branch Grid. If there are no QTY On Hand, Allocation, Picked or On Order statuses associated with an Inactive branch, it will be excluded from the Master By Branch list. 23.01.112, UR45651246 |
| 7023 | 23.02 | INVENTORY | MASTERS | IMPROVED | Inventory > Master > Details Tab > Master By Company Grid > Std. Cost Column. This value may now be edited directly in the grid (provided Master by Company - Master flag sync = ON). It is necessary to be in EDIT mode in order to edit this value. 23.01.127, UR51267568 |
| 7024 | 23.02 | INVENTORY | ORDERS | FEATURE | Inventory > Purchasing Queue. Added option to set/clear PO release date for selected rows in the Purchasing Queue from the Extended Menu. If the newly set PO Release date falls after the date on the form header it will no longer appear in the grid. 23.01.114, UR40076431 |
| 7025 | 23.02 | INVENTORY | ORDERS | FIXED | Order > Process Button > Cancel Un-Shipped Items option. Fixed inconsistencies in validation when attempting to cancel order items from the Process button > Cancel Un-Shipped Items option to follow same conditions as when the Order > Line Items tab > Extended Menu > Cancel Selected Item(s) process is used to cancel order items. 23.01.129, UR42440646 |
| 7026 | 23.02 | INVENTORY | PURCHASE ORDERS | FIXED | Customer > PO grid. Grid filter for Amount is no longer a drop down input defaulting to four decimal places. 23.01.100, UR33477088 |
| 7027 | 23.02 | INVENTORY | PURCHASE ORDERS | FIXED | Dashboards > Purchasing > Middle Buckets (Total Purchases, Avg Purchases, Total PO's). Middle bucket now accurately reflects contents - Past 12 months from the beginning of the next month. 23.01.101, UR33235421 |
| 7028 | 23.02 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues > PO Receive Q AND Inventory > Purchase Orders AND Sales > Orders > Order Number. Previously, when a return item has been shipped from inventory (showing shipped on the ICO order), but has not yet been received on the PO and when trying to receive the new item on the PO, if the quantity on hand was zero, the user was presented with an error message. This has been resolved and users may now receive PO replacement items under these circumstances without error. 23.01.102, UR38637206 |
| 7029 | 23.02 | INVENTORY | PURCHASE ORDERS | FIXED | Receiving a Purchase Order with config INVEXPENSEDROPSHIP = COGS (and Company Burden Debit Accounts defined) no longer produces an "invalid account length" error. 23.01.103, UR40077806 |
| 7030 | 23.02 | INVENTORY | PURCHASE ORDERS | FIXED | When Receiving a Purchase Order for an asset, system will no longer attempt to validate Serial No if the user has deleted the currently entered Serial No. 23.01.121, UR50080098 |
| 7031 | 23.02 | INVENTORY | PURCHASE ORDERS | IMPROVED | Project form > Material Grid > Ext Menu > Set PO Release Date AND Project form > Material Grid > Ext Menu > Set Request Date. A date may now not be set in the past and the selected date may not be before the PO Release Date if PO Release Date is set. 23.01.100, UQ74735456 |
| 7032 | 23.02 | INVENTORY | PURCHASE ORDERS | IMPROVED | Workflow > Warehouse > POs to Receive bucket. The Branch filter on PO Receive Q now has an ALL option. 23.01.108, UR43394403 |
| 7033 | 23.02 | INVENTORY | PURCHASE ORDERS | IMPROVED | Inventory > Work Queues > PO Receive Q. Added ability to customize grid on PO Receive Q. 23.01.115, UR30088532 |
| 7034 | 23.02 | INVENTORY | RMA | FIXED | Inventory > Work Queues > RMA Q > RMA Return form. Specific Assets can no longer be RMA Received if there is already another pending RMA line item for that asset. 23.01.100, UR29971888 |
| 7035 | 23.02 | INVENTORY | RMA | FIXED | Inventory > Return to Vendor. RMA Return type PO's now apply the correct account per specific item type. 23.01.101, UR37692100 |
| 7036 | 23.02 | INVENTORY | FIXED | When performing more than one inventory transfer while using the scan inventory grid, system no longer erroneously creates duplicate transfers. 23.01.129, UR51927794 | |
| 7037 | 23.02 | INVENTORY | IMPROVED | When printing a packing slip, user may now verify picked item serial number matches prior to shipping item. 23.01.115, UR47891808 | |
| 7038 | 23.02 | PROJECTS | ASSIGNMENTS | IMPROVED | Task assignment to an unqualified technician - warning message now states "Selected Tech is missing some requested skills/training." 23.01.100, UR34247141 |
| 7039 | 23.02 | PROJECTS | ASSIGNMENTS | IMPROVED | Users may now start time bills from the assignment form. This button is enabled only when link type is PROJECTSCHEDULE, DISPATCH, or FUNNELOPPORITEM. 23.01.117, UR49070404 |
| 7040 | 23.02 | PROJECTS | ASSIGNMENTS | IMPROVED | Employee Capacity Forecast Report. Added ability to filter report by Primary Resource (assignments). 23.01.140, UR55229306 |
| 7041 | 23.02 | PROJECTS | DASHBOARDS | IMPROVED | Dashboard > Project Overview (Live Data report Q0219). Project Status and State added to report checks. Canceled and Completed project statuses will not be included in this dashboard/report. Valid states for this Dashboard are PRE, ACTIVE. 23.01.101, UR34535151 |
| 7042 | 23.02 | PROJECTS | FIXED | When project team members are auto emailed with project info, only project team members with email addresses will be notified. 23.01.108, UR43398610 | |
| 7043 | 23.02 | PROJECTS | LIVE DATA REPORTS | IMPROVED | Added PONUM field to LDView_Project. 23.01.101, UR37207941 |
| 7044 | 23.02 | PROJECTS | MATERIALS | FIXED | Project > Material Grid Extended Menu > Create Product for Selected Items AND Project > Product tab > Zoom into Product > Delete Product Detail. Deleting product detail will now properly clear out System ID on the related contract item. 23.01.100, UR36402723 |
| 7045 | 23.02 | PROJECTS | MATERIALS | FIXED | Project > Material Tab > Extended Menu > Split This Line Item. Added decimals when splitting S type items. Previously, only integers were allowed. 23.01.103, UR40077267 |
| 7046 | 23.02 | PROJECTS | MATERIALS | FIXED | Project > Material > SELECT A and/or Q type item(s) in SHIPPED status > Create ICO for selected Item(s) > process through RMA Q and RMA test Q. When config SETRMAPRICE is OFF, cost of newly added line from RMA Test Q to Order will now be properly set to the cost of the RETURNED item it is replacing. 23.01.112, UR41891725 |
| 7047 | 23.02 | PROJECTS | MATERIALS | IMPROVED | Live Data > Data Source: LDView_ProjectOrderDetail. Added Qty Avl column based on Qty Avl column from Project Material. 23.01.101, UR36653941 |
| 7048 | 23.02 | PROJECTS | PROJECT EVENTS | IMPROVED | Added caption, title, link to each Project and Task on project event form. 23.01.102, UR39491759 |
| 7049 | 23.02 | PROJECTS | PROJECT TEMPLATE | CHANGED | Added new permission PROJECTTEMPLATE. This permission controls who may view/create/edit/delete project templates. 23.01.103, UR33944759 |
| 7050 | 23.02 | PROJECTS | PROJECT TEMPLATE | FIXED | Creating a project from a template. All sub task dates and nested sub task dates will now set properly based on the offset of the template and the newly selected start date. 23.01.105, UR41592769 |
| 7051 | 23.02 | PROJECTS | PROJECT TEMPLATE | FIXED | Project (With Project Dependencies) > Extended Menu > Copy Project by Start or End Date. Duplicate dependencies will no longer be created when copying a project either through the Extended Menu or from a template. 23.01.114, UR47702482 |
| 7052 | 23.02 | PROJECTS | REVENUE | FEATURE | Added new field to profit tab earned column: Deferred Cost. This field name (hyperlink) opens grid modal with GL entries (requires PROJCOST view permission). Added new config: JOBCOSTMETHSELECT. Controls whether Job Cost Method drop down field appears on profit tab. Order > Approve > Select template: if template has a cost method defined, that cost method will be carried to created project. Added blank option to Cost Method dropdown on Profit tab to give ability to unset cost method (follow system default). When revenue is posted from task successfully, task status will auto set to COMPLETED (as when a task is invoiced). For MILESTONE projects Project > Extended Menu > Post Revenue command is disabled. For both INVOICE and REVENUE tasks: When Revenue type or Invoice Type is set to PERCENT, the minimum value on the percent field is set to 0 and maximum to 100. When the type is set to FIXED, the min/max will no longer apply. When saving a REVENUE task where type is FIXED, if projected revenue of pro 23.01.126, UR49072032 |
| 7053 | 23.02 | PROJECTS | REVENUE | FIXED | Projects > Post Revenue For All Projects (background job). If a project record is locked when this background job is run, a message will now display identifying which project is preventing revenue from posting. 23.01.100, UR35083794 |
| 7054 | 23.02 | PROJECTS | REVENUE | FIXED | Exchange rates used for order pricing in the calculation of Project Budgeted Revenue now use the exchange rates as of a given order's Contract Date rather than the rates as of the date of calculation. 23.01.119, UR30202968 |
| 7055 | 23.02 | PROJECTS | TASKS | FIXED | Time Bill Truck icon on a Task now properly assigns time bills to the TRAVEL category. 23.01.116, UR49069942 |
| 7056 | 23.02 | PROJECTS | TASKS | IMPROVED | View Menu > My Task List. Code Types CALLSTATUS and TASKSTATUS now have a column titled "Hide From My Task List (User Types)" that accepts a comma delimited list of User Types. These status codes for calls and tasks will then be omitted from the task list for those specific User Types. Note: The "Visible on Web" (CodeValue5) field on the respective Code Types has been deprecated and this Code Value has been repurposed for this feature. 23.01.112, UR21256017 |
| 7057 | 23.02 | PROJECTS | TASKS | IMPROVED | When updating the status of a task to a POST state, system will now perform a check to determine if there are any outstanding sub-tasks or assignments that are not in a POST state. If any are detected, user will receive a warning message. Note: warning will not prevent the status change from occurring. 23.01.116, UR49069375 |
| 7058 | 23.02 | PROJECTS | TASKS | IMPROVED | Dates and status codes may now be adjusted quickly using the Task Assignments Extended Menu. 23.01.118, UR49070327 |
| 7059 | 23.02 | PROJECTS | TASKS | IMPROVED | My Task List process button (gear) > Status change: will now properly use the Schedule Status Code, not the task status code. 23.01.123, UR49070342 |
| 7060 | 23.02 | PROJECTS | WIP | FIXED | LDView_BiProjectWIP > "GPBACKLOG" is now properly calculating (ProjectedGP - EarnedGP). 23.01.114, UR47889446 |
| 7061 | 23.02 | PROJECTS | FIXED | Projects > Project > Team/Events > Contact Name. This action will no longer close out the Project form. 23.01.104, UR40393634 | |
| 7062 | 23.02 | PROJECTS | FIXED | Projects Menu > Quick View > Project Status. Branch filter now functions as expected. 23.01.106, UR42206327 | |
| 7063 | 23.02 | PROJECTS | FIXED | Project > Team tab > Team grid Extended Menu > Link a User. New user now appears in grid without needing to refresh the grid. 23.01.108, UR43234582 | |
| 7064 | 23.02 | PROJECTS | IMPROVED | Project > Team Grid > Ext menu > Link User. Added Department and Company columns to search grid. 23.01.113, UR46322767 | |
| 7065 | 23.02 | REPORTS | DASHBOARDS | FIXED | Branch parameter increased to fifteen values to allow user to filter by longer branches. 23.01.101, UR38075869 |
| 7066 | 23.02 | REPORTS | DASHBOARDS | FIXED | Sales > Sales Dashboard. Now functions for yearly sales goals as well as quarterly and periodic, and may be set to reflect an individual Sales Rep. 23.01.101, UR38073941 |
| 7067 | 23.02 | REPORTS | DASHBOARDS | IMPROVED | Branch may now be used as a filter on revenue dashboards. 23.01.100, UR29648709 |
| 7068 | 23.02 | REPORTS | LIVE DATA REPORTS | FEATURE | Live Data Report "Recurring Dispatch Next Call" (Q0342). Added filters and columns to report. Filters: Branch, Department. Columns: Branch, Department, Bill Type, Bill Amount, Est Fix Time, Category, SubCat. 23.01.102, UR39710786 |
| 7069 | 23.02 | REPORTS | LIVE DATA REPORTS | FEATURE | Users may now search for projects based on ContactNo and team role. 23.01.112, UR45477701 |
| 7070 | 23.02 | REPORTS | LIVE DATA REPORTS | FEATURE | Added new Live Data View: LDView_OpporStats - displays the quote stats for opportunities. 23.01.119, UR39755923 |
| 7071 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports > Income Statement with Subaccounts. Live Date Report Income Statement with Subaccounts is now showing correct totals. 23.01.100, UR32389624 |
| 7072 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Customer Profitability AND Live Data > Customer Profitability Detail. Drill in option now functions as expected. 23.01.101, UR38075495 |
| 7073 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Customer Profitability AND Live Data > Customer Profitability Detail. Vendor type customers are now excluded from live data report. 23.01.102, UR37409448 |
| 7074 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Added ItemMargin and ItemGP to LDView_QuoteItem and LDView_OrderItem. 23.01.103, UR39189679 |
| 7075 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Service > Reports > Technician Performance Summary. Duration and Response Time now display properly and match what is displayed on Detail Report. 23.01.107, UR42984076 |
| 7076 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live data report Total Invoicing. Filter checkbox "Show Sub Invoices" has been restored. 23.01.107, UR42665643 |
| 7077 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Technician Performance Detail Report no longer displays duplicate lines erroneously. 23.01.107, UR41112748 |
| 7078 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Emails with attached live data reports now properly retain attachments upon archiving. 23.01.111, UR44361795 |
| 7079 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports > Inventory Master Valuation Report. Qtypicked will now filter by Masterno, Branch and CompanyNo to help narrow results. 23.01.113, UR47336799 |
| 7080 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data Report > Revenue By Customer AND Live Data Report > Revenue By Customer/Account. Revenue by Customer report will now only display one row per customer. Revenue by Customer/Account report will now only display one row per customer/account combination. 23.01.115, UR48077000 |
| 7081 | 23.02 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Filters > State Filter > ALL Value. Enabled ALL Value for State and Country filter types as an option to select. 23.01.127, UR51481947 |
| 7082 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | PackingSlipNo has been added to LDView_Orderitem. 23.01.100, UR30203322 |
| 7083 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data Report Projected vs. Actual Hours (Q0063). Added filters: Closed Project Flag, CompanyNo, Branch, Department, Project Type, Project Manager 23.01.103, UR39800345 |
| 7084 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | New fields added to Live Data View ExpenseClaimItem: PrtID, PostDate, ApprovedDate, Notes. 23.01.105, UR41595218 |
| 7085 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data > Data Sources > LDView_Quote / LDView_Order. Added Delivery Date and Delivery Method columns. 23.01.109, UR44050548 |
| 7086 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | Live Data > Live Data Reports > Add > Design SQL > Data Source > LDView_Project. Added ProjectLeaderContactNo field to LDView_Project. Visibility of this field is based on the Project (view) and Customer (view) permissions. 23.01.112, UR46151054 |
| 7087 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | LDView_Invoice. Added columns BillContactNo, BillPhone, ShipContactNo, ShipEmailAddress, ShipContactno and ShipPhone 23.01.112, UR45647480 |
| 7088 | 23.02 | REPORTS | LIVE DATA REPORTS | IMPROVED | Sales Bookings now opens the Dashboard Sales Order Bookings live data report (Q0318). The live data report has been modified: A multi-select sales rep filter has been added. Various grid column filters are now on a drop down menu (as opposed to previous free form inputs). Quoted/Call/Project flag columns have been hidden. FX and Base currency columns have been hidden. Base currency filter has been removed. 23.01.115, UR40024000 |
| 7089 | 23.02 | REPORTS | LIVE DATA SOURCES | CHANGED | Changed Employee Assignee Forecast and Employee Capacity Forecast reports to pull from Global Schedule instead of from the tasks. 23.01.138, UR54150607 |
| 7090 | 23.02 | REPORTS | SSRS | IMPROVED | Standard Invoice now includes ability to group by master no. and pricing, and includes ability to display Serial No. if running with Line Item View = Detail. May display list by Serial No. if Line Item View = Grouping. 23.01.101, UR27016130 |
| 7091 | 23.02 | REPORTS | WORKFLOW | FEATURE | Workflows > My Projects / Project Overview workflows. Added new bucket to each workflow: "Unreviewed Events." This bucket displays the number of project events that have yet to be reviewed. When drilling into the bucket, the LD report will include an extended menu option to mark rows as reviewed (user may select multiple rows). 23.01.101, UQ71445243 |
| 7092 | 23.02 | REPORTS | WORKFLOW | IMPROVED | Workflow > Service Overview > Calls with No Activity for 48 Hours Bucket. Added an Active Only Flag to DataSource and Bucket (will default to Y, but can be switched to N in the Workflow Builder). 23.01.104, UR40025379 |
| 7093 | 23.02 | SALES | CONTACT LIST ADMIN | FIXED | Sales > Manage Contact Lists. Creating a new list, deleting a list, and / or attempting to revert while adding a record will no longer produce an error. Adding and saving a new record will no longer produce two records. 23.01.107, UR41234751 |
| 7094 | 23.02 | SALES | OPPORTUNITIES | CHANGED | Changing the Sales Rep on an Opportunity will now only affect opportunities where the won/lost date field is blank. 23.01.100, UR35299843 |
| 7095 | 23.02 | SALES | OPPORTUNITIES | FEATURE | Sales > Quick Views > Sales Opp Review. Added "Start Date" to "Date Filter" drop down menu on Filter tab. Allows user to specify the beginning date for the report. This date determines the starting point for the data included in the report. By selecting different dates for the "Start Date" and "Close Date" filters, user may generate a report that includes sales opportunities within a specific time range. 23.01.104, UR40614953 |
| 7096 | 23.02 | SALES | OPPORTUNITIES | FEATURE | Sales > Opportunities AND Sales > Quick View > Sales Forecast. Added freeform editable Forecast Probability and Forecast Date fields to the Opportunity Form and to the Sales Forecast report. The two fields have also been added to the Reminder Modal and will update upon save of the reminder. This modal also appears on save of newly added activity records that are linked to an opportunity. 23.01.120, UR49981589 |
| 7097 | 23.02 | SALES | OPPORTUNITIES | FIXED | Opportunity Won/Lost Reason now updates as expected after all linked quotes have been converted to orders. 23.01.112, UR45140200 |
| 7098 | 23.02 | SALES | OPPORTUNITIES | FIXED | Opportunity > Won / lost Date now properly saves any valid date entered by the user upon form Save. 23.01.113, UR47521104 |
| 7099 | 23.02 | SALES | ORDERS | FIXED | Order/Quote Ext Menu > Add/Update Labor. Add/Update Labor menu option now functions properly. 23.01.101, UR36403490 |
| 7100 | 23.02 | SALES | ORDERS | FIXED | Order Extended Menu > Create Invoice From Line Items Popup. When creating invoice from Extended Menu of order, where currency is defined, this grid will now match the currency on the order. 23.01.102, UR39751344 |
| 7101 | 23.02 | SALES | ORDERS | FIXED | Cancelling an unapproved order will no longer erroneously send out an email alert. 23.01.113, UR45484232 |
| 7102 | 23.02 | SALES | ORDERS | FIXED | Order > Line Item > Ext Menu > Both Split options. Ext Price and Cost on the split items will now properly calculate unit price/cost * qty. 23.01.120, UR50174514 |
| 7103 | 23.02 | SALES | ORDERS | FIXED | Order > Ext. Menu > Pick This Order. Q360 dialog confirmation prompt now properly appears in multiple instances instead of the browser dialog (which previously erroneously appeared). 23.01.123, UR17514478 |
| 7104 | 23.02 | SALES | ORDERS | FIXED | Quotes/Orders. "Add Quick List" option now honors the Drop Ship Flag set in the Quick List. 23.01.124, UR50686260 |
| 7105 | 23.02 | SALES | ORDERS | REMOVED | Orders Pick Q. Orders linked to calls will no longer display, and the CallNo and CSR columns have been removed. 23.01.118, UR49683838 |
| 7106 | 23.02 | SALES | QUOTES | CHANGED | Opportunity > Quotes Tab > Link Quote. Users may no longer choose CONVERTED quotes when linking to an opportunity. 23.01.100, UR36103587 |
| 7107 | 23.02 | SALES | QUOTES | FEATURE | Added new Extended Menu option to Line Items Grid on Quote/Order: Update Price Profile. When selected, the user will be presented with a modal from which to choose a new profile. Options are restricted to profiles that exist for masters on that quote/order. Upon selection, the profile/price will be updated for the selected rows. If there are any items selected for which a profile does not exist (for the master), only the valid rows will be updated and the user will receive a message stating the count of rows that could not be updated. Added new editable column, "Profile." The drop down choices in the grid cell are restricted to the valid choices for the master. Upon saving the quote/order, the profile/price will be updated for that row. 23.01.116, UR28543079 |
| 7108 | 23.02 | SALES | QUOTES | FEATURE | Improvement to Quote Revisions functionality. Added the ability to print revisions, as well as Customize Grid to the Revisions grid. See additional information regarding Quote Revisions feature in other release notes and on the Q360 Help Center. 23.01.124, UR41915438 |
| 7109 | 23.02 | SALES | QUOTES | FEATURE | Added quote revision feature allowing users with appropriate permissions to view/compare/edit/revert quote revisions. Q360 may be configured (AUTOQUOTEREVISION config) to automatically save quote changes in the revision history grid on the new Quote > Revisions tab. Alternatively, users may manually create, rename, compare or replace a quote revision using the Extended Menu options on the Quote form. See full Help Center Quote Revisions article for detailed usage instruction. 23.01.132, UR17144776 |
| 7110 | 23.02 | SALES | QUOTES | FIXED | Quote > Line Items > Ext. Menu > Add Sale Item > Vendor Part No. > [Unverified] > Save AND Ext. Menu > Replace Unverified Item > Find Master > Add Master. Vendor Part No now carries over from Master record. 23.01.100, UR34534293 |
| 7111 | 23.02 | SALES | QUOTES | FIXED | Sales > Quote/Order > Line Items grid. Margin now calculating properly. 23.01.100, UR32714628 |
| 7112 | 23.02 | SALES | QUOTES | FIXED | Sales > Quotes > Extended Menu > Copy This Quote. Previously this action took 20+ minutes to complete. This is no longer the case. 23.01.105, UR39626379 |
| 7113 | 23.02 | SALES | QUOTES | FIXED | Sales > Quotes > Print. Single and multi-quote printing will now display properly with no line gaps. 23.01.112, UR46148496 |
| 7114 | 23.02 | SALES | QUOTES | FIXED | Quote > Extended Menu > Import from D-Tools. Import process now functions properly. Import process now rounds the price that is imported from D-Tools based on ConfigValue1 of MONEYDECIMALS config setting. 23.01.117, UR49074365 |
| 7115 | 23.02 | SALES | QUOTES | FIXED | When copying an Order/Quote with the 'Copy Documents' option selected, only documents with a Link Type of QUOTE or ORDER will be copied into the new Quote/Order. 23.01.120, UR47704159 |
| 7116 | 23.02 | SALES | QUOTES | FIXED | Sale > Quote > Documents. Documents added on the docs grid of a Quote will now properly carry linktype QUOTE. Historical data has been updated accordingly. 23.01.124, UR49683872 |
| 7117 | 23.02 | SALES | QUOTES | FIXED | Quote subtotal amount now properly includes unverified items. 23.01.139, UR54401390 |
| 7118 | 23.02 | SALES | QUOTES | IMPROVED | Sales > Quotes > Reject Quote. When rejecting a quote, email form now opens in a separate window. 23.01.100, UR31684302 |
| 7119 | 23.02 | SALES | QUOTES | IMPROVED | Sales > Sales Admin > Extended Quote Authorization Rules. Authorizer field on the Quote Authorization form is now a multi select field. 23.01.104, UR33233039 |
| 7120 | 23.02 | SALES | QUOTES | IMPROVED | Quote Item Import. New template allows import of sections. This template has three additional columns: SECTIONFLAG, SECTION, and PARENTSECTION. Note: when adding a section, users must include a row where SECTIONFLAG = 'Y'. Include the name of the section in SECTION column. If new section should be nested under another section, include the name of the parent section in the PARENTSECTION column. See detailed instruction for use on Help Center. 23.01.107, UR33606022 |
| 7121 | 23.02 | SALES | FIXED | Sales > Sales Admin > Sales Rep Global Change. Fixed to properly display CONTRACT, OPPOR and PROJECTS when appropriate filters are selected. 23.01.112, UR45648902 | |
| 7122 | 23.02 | SALES | REMOVED | The SALES permission module has been deprecated and the category has been updated to LEGACY. All users that had a SALES permission will be assigned the equivalent ORDER permission on upgrade (primarily techs who previously did not have access to the ORDER permission). 23.01.103, UR40070715 | |
| 7123 | 23.02 | SERVICE | CALLS | CHANGED | Service > Help Desk > Ext Menu: Get Signature. Updated "Title" field label to "Name" in the popup window. 23.01.102, UR39278996 |
| 7124 | 23.02 | SERVICE | CALLS | FEATURE | Added 'Request Service Dates' Extended Menu option to Dispatch Q and Call forms. This option sends a service date request email. Added new config: SERVICEDATEREQUEST_STATUS (default is blank). When an email is sent, the caller on the call will receive an email with a link which will open an external form. The form will contain some details about the call in question and 3 sets of inputs for preferred service dates and time. When the user submits their preferred dates, the call 'Customer Request Dates' on the Call > Details tab will be updated accordingly. In addition, if the SERVICEDATEREQUEST_STATUS config has a value, the status of the call will be updated. Otherwise Status will stay the same. Note: once the user has submitted their preference, they will not be able to submit again without contacting Customer Support. 23.01.100, UR31999815 |
| 7125 | 23.02 | SERVICE | CALLS | FEATURE | Call Form > Email / Docs tab > Documents Grid. Service Call Documents Grid now has the option to show Documents from Quotes associated with the Call. Checkbox added to the header of the grid labeled "Quotes." Selecting this checkbox will return documents to this grid that are linked to quotes linked to this Service Call. Pertains to quotes which may lead to orders, which in turn may result in the creation of a service call upon order approval (according to UNIFIEDTYP), as well as quotes that may be associated directly with the call. 23.01.112, UR42986449 |
| 7126 | 23.02 | SERVICE | CALLS | FIXED | Dispatch > Extended Menu option 'Bill This Service Call.' Process for checking conditions for which a call can be closed is now done before the creation of the invoice. 23.01.100, UR31681872 |
| 7127 | 23.02 | SERVICE | CALLS | FIXED | Help Desk > Extended Menu > Bill Service Call. When a FIXED Service Call is billed, Q360 will now add a line item (Order and Invoice) to the Work Order with the FIXED price on the Call Header. The price on the other lines on that call will appear blank. 23.01.102, UR33366726 |
| 7128 | 23.02 | SERVICE | CALLS | FIXED | Service > Helpdesk > Extended Menu > Preview Invoice. When a call is previewed, the order that is created will now properly reflect the CompanyNo from the Call and not the Customer. 23.01.105, UR41501198 |
| 7129 | 23.02 | SERVICE | CALLS | FIXED | Dispatches no longer fail upon send when call description is longer than 250 characters. Fixed erroneous "background job not created" message. Tech Dispatched success / failure messages now function properly. 23.01.125, UR50829217 |
| 7130 | 23.02 | SERVICE | CALLS | IMPROVED | Call / Dispatch form. Added solution/solution code inputs to external user dispatch form for active calls. 23.01.100, UR29434269 |
| 7131 | 23.02 | SERVICE | CALLS | IMPROVED | Service > Recurring Dispatch. When a Help Desk Dispatch is generated from a recurring dispatch, it will now inherit the User Def tab values. 23.01.101, UR37322729 |
| 7132 | 23.02 | SERVICE | CALLS | IMPROVED | If general code CALLSTATUS > CLOSED has the "Closing Entry" checkbox checked, upon previewing or billing a service call, the "Check_DispatchClose" warnings will be presented (if applicable). This does not prevent previewing or billing. If there is an order open on the call, user will receive error "Order still open against the Call OrderNo: xxxxx." If there are order items in DATAENTRY status, user will receive error "Order items in DATAENTRY status OrderNo: xxxxx." 23.01.106, UR41891193 |
| 7133 | 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. .01.106, UR41891048 |
| 7134 | 23.02 | SERVICE | DISPATCH Q | FEATURE | Service > Recurring Dispatch. Added Target Resolution field to Recurring Dispatch form. When a call is generated from the recurring dispatch, it will add the number in this field to the call date, and update the ETA date (in Details tab) with the new date. 23.01.101, UR34533464 |
| 7135 | 23.02 | SERVICE | DISPATCH Q | IMPROVED | Service > Help Desk AND Service > Recurring Dispatch. Added TBCategory and TB Sub Category to the Dispatch and Recurring Dispatch forms. Values pull from the TBCATEGORY and TBSUBCAT code types respectively. When generating a Call from a Recurring Dispatch, the TB Category / Sub Category will be inherited from the Recuring Dispatch. When time billing a Call, the time bill's category and sub category will be inherited from the call. If the call does not have a TB Category set, it will use the current logic and set the time bill category based on the TBCATEGORY where CodeValue2 = "DEFAULT" 23.01.138, UQ93207846 |
| 7136 | 23.02 | SERVICE | MOBILE TECH | FIXED | Mobiletech > Create Project event for a task will now create event in user time zone instead of the server time zone. 23.01.104, UR40459687 |
| 7137 | 23.02 | SERVICE | PRODUCT | FEATURE | Service > Product Form AND Customer > Products grid. Added checkbox to Customer > Products grid for option to include sub products. When included, sub product rows will be light blue. Added columns for 'Parent Product no' (zoomable) and 'Parent Description.' Will only appear when SUBPRODUCTS config setting is ON. Fixed link grid modal to show all active products from customer. When merging products, if the source product has sub-products, they will be merged into the target product. Fixed issue when merging products: product field on recurring dispatch form is now also updated. 23.01.104, UR35080244 |
| 7138 | 23.02 | SERVICE | PRODUCT | FIXED | Service > Recurring Dispatch. When the product on a Recurring Dispatch has the Multi-Site flag checked, switching sites on the Recurring Dispatch will no longer prompt a "Move Product" popup window to open. This function should work the same as switching sites on the regular Dispatch form. 23.01.101, UR36868666 |
| 7139 | 23.02 | SERVICE | PRODUCT | FIXED | Service Contract > Line Items > Detail > RMR Term. RMR Term field now saves properly when the form is saved. 23.01.112, UR46324775 |
| 7140 | 23.02 | SERVICE | SERVICE CONTRACTS | CHANGED | "Active" Service Contracts are now identified by SCSTATUS General Code "State" = ACTIVE instead of by SCSTATUS General Code "Active Flag." Service Contracts existing prior to upgrade, that have "Active Flag" checked, but do not have a State defined, will automatically be assigned the ACTIVE state--please adjust this if needed. This change extends across multiple forms and will impact invoicing--ACTIVE state Service Contracts will be invoiced for billing or service contract renewal purposes. Live data reporting with regard to Service Contracts will now correctly display only ACTIVE state contracts. 23.01.119, UR49069967 |
| 7141 | 23.02 | SERVICE | SERVICE CONTRACTS | FEATURE | Accounting > Service Contract > Bill Service Contract can now be processed through a background job. 23.01.100, UR34396643 |
| 7142 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Projects > Projects > Project > Extended Menu > Create Warranty Service Contract. Ship To Address now pulls correctly from the Project Site address instead of the Customer record address. 23.01.100, UR32589790 |
| 7143 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Converting an order to a service contract now functions properly when handling block amounts. 23.01.100, UR34531344 |
| 7144 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Warranty Flagged line items that have been or are in the process of being CCOd or ICOd off of a project will no longer appear as options to add as line items to a service contract generated off of the project. 23.01.101, UR33126728 |
| 7145 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Items with QTY of ZERO on the quote will now be added to the Service Contract when the quote is converted and the order is approved. 23.01.104, UR40612714 |
| 7146 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Extended Menu > Create Renewal Quote. Associated Renewal Quote will now inherit RMR terms from Service Contract. 23.01.109, UR44199445 |
| 7149 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contracts > Service Contract > Extended Menu> Bill Service Contract AND Accounting > Service Contracts > Bill Service Contracts. Block lines are no longer included in the service invoices. 23.01.111, UR45465457 |
| 7150 | 23.02 | SERVICE | SERVICE CONTRACTS | FIXED | Quote with ServiceContract Saletype > Add line item with Warr/Def Rev. and Special Order flags checked > process to Order > Process to Service Contract. Items with special order flag no longer need to be in shipped status. Items with the following combined conditions will now properly transfer to the service contract when the order is approved: 1) DATAENTRY 2) M-type 3)warranty-flagged 4) special order flag 23.01.113, UR46846794 |
| 7151 | 23.02 | SERVICE | SERVICE CONTRACTS | IMPROVED | The Service Contract Revenue forecast will now return contracts that have a status "State" set to PRE or ACTIVE. This is set on the General Code of SCSTATUS ("State" is CodeValue3). Previously, this report only returned contracts that had a status with the Active flag (CodeValue2) checked in the Code table. 23.01.102, UR38643548 |
| 7152 | 23.02 | SERVICE | SERVICE CONTRACTS | IMPROVED | Accounting > Admin > Service Admin > Service Rate Administration. The grid is now editable. Previous fields used for selecting values have been removed. Adding and editing rows is now done directly in the grid. 23.01.102, UR32484076 |
| 7153 | 23.02 | SERVICE | WORKFLOW | IMPROVED | Workflow > Search > Service Overview. Added Department filter and Call Type filter. Removed "Expired Service Contract." 23.01.101, UR24248596 |
| 7154 | 23.02 | SERVICE | WORKFLOW | IMPROVED | Vender Service Contract Renewal Q bucket added to Purchasing Workflow and Service Overview Workflow. 23.01.124, UR46673597 |
| 7155 | 23.02 | SERVICE | FEATURE | Service > Help Desk > Extended Menu > Credit Card Deposit. New Permissions added for Tech UserType: CreditCard (Create), CreditCard (View), CreditCard (Exec). New Company Account: Accounting > Admin > Company Setup > Liability > Customer Deposits Account. See Help Center for prerequisites and use instruction. Live Data Report added: "Credit Card Deposit SubLedger" (Q0348). 23.01.110, UQ84583954 | |
| 7156 | 23.02 | SERVICE | FIXED | Service > Recurring Dispatch. User 8 field now properly displays saved data. 23.01.102, UR39193879 | |
| 7157 | 23.02 | GENERAL | API | CHANGED | Moved T-Sheets, PushOver, USPS, SureAddress, Canada Post and Cloud Storage to their own config beta options. See Config Settings table or Q360 Customer Care team for additional assistance if you are interested in these beta integrations. |
| 7158 | 23.02.002 | ACCOUNTING | 1099 REPORTS | IMPROVED | 1099 NEC. Created new 2022 & 2023 versions of 1099 3 Up templates that print 3 different vendors per page. Additionally, date format has been changed to 2 digit format per 2022 IRS requirement. [UR41113032, 23.02.002] |
| 7159 | 23.02.002 | GENERAL | PROGRAM EFFICIENCY | FIXED | Removed outdated Quote Item Import references. [UR57069558, 23.02.002] |
| 7160 | 23.02.002 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | General improvements to Contact List Import. Note: any existing templates will need to be updated. User may update their template by going to Maintenance > Import Map Builder and selecting the Standard Contact List Template, and then using the Extended Menu to "Download Template." Pre-existing "Standard" templates will not work and will need to be updated. [UR61073525, 23.02.002] |
| 7161 | 23.02.002 | GENERAL | IMPROVED | 23.02 patch [UR63002741, 23.02.002] | |
| 7162 | 23.02.002 | PROJECTS | GANTT CHART | FIXED | Project form > Extended Menu > Gantt Chart. Changes to the chart (i.e. shifting dates) now save properly. [UR61072509, 23.02.002] |
| 7163 | 23.02.002 | PROJECTS | INVOICES | FIXED | Invoice > Extended Menu > Create Credit Invoice. Fixed issue so Use Tax does is not generated on Credit Memo invoices for Project Invoices that have a Tax Dist where UseTax is included. [UR55848314, 23.02.002] |
| 7164 | 23.02.002 | PROJECTS | MATERIALS | CHANGED | Project > Material Grid > Ext Menu > Set Request Date AND Project > Material Grid > Ext Menu > Set PO Release Date. Process validation is now: If PO Release Date is set, the Request Date should always be after or equal to the PO Release Date. [UR61204715, 23.02.002] |
| 7165 | 23.02.002 | PROJECTS | REVENUE | FIXED | Project post process will now only check Branch and Department for Cost Center of PROFIT when there is revenue to post. [UR58551986, 23.02.002] |
| 7166 | 23.02.002 | SALES | QUOTES | FIXED | Quote/Order form. When loading a quote/order with a blank saletype, the saletype options now load properly. [UR56939128, 23.02.002] |
| 7167 | 23.02.002 | SALES | QUOTES | FIXED | Quote / Order. When dragging and dropping line items, user may no longer drop an item as a nested child unless the parent is a section line item. [UR60258335, 23.02.002] |
| 7169 | 23.02.003 | GENERAL | GRIDS | FIXED | When sorting Line Items grids by any column that changes the sequence of the items, row numbers will no longer incorrectly reorder upon grid refresh. [23.02.003, UR64913942] |
| 7170 | 23.02.003 | GENERAL | PROGRAM EFFICIENCY | FIXED | Procedure Get_User_ProjectTasks (My Tasks) is now correctly referencing the CSR for inclusion based on Call Status. [23.02.003, UR65391364] |
| 7171 | 23.02.003 | GENERAL | PROGRAM EFFICIENCY | FIXED | Invoice Form > invoice date field AND Voucher form > invoice date field. Date selection now functions properly when typed into the field OR chosen from the drop down calendar. [23.02.003, UR21841636] |
| 7173 | 23.02.003 | GENERAL | USER MAINTENANCE | FIXED | Users now have access to Branch assigned to CompanyNo 00. [23.02.003, UR60558214] |
| 7174 | 23.02.003 | GENERAL | FIXED | 23.02.003 Hotfix [23.02.003, UR67814588] | |
| 7175 | 23.02.003 | PROJECTS | FIXED | Admin Cost-Only Project > Close Project. Column names and supplied values now properly match table definitions. [23.02.003, UR63158998] | |
| 7176 | 23.02.003 | SALES | OPPORTUNITIES | CHANGED | Changing the Sales Rep on an Opportunity will now only affect opportunities where the won/lost date field is blank. [23.02.003, UR35299843] |
| 7177 | 23.02.003 | SALES | OPPORTUNITIES | IMPROVED | Emails linked to Opportunities - attachments will be automatically linked. [23.02.003, UR67112044] |
| 7178 | 23.02.004 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. Users are now able to properly post cash receipts against Master Invoices. Payment will distribute across the Master Invoice and its child invoices, reducing their outstanding amounts accordingly and the 'Post Batch' button will be enabled after saving the entry. [23.02.004, UR69993181] |
| 7179 | 23.02.004 | GENERAL | FIXED | Webmail > Send > Filename with & symbol or other special characters. Filenames including these characters no long cause an error. [23.02.004, UR71883442] | |
| 7180 | 23.02.004 | GENERAL | IMPROVED | Hotfix 23.02.004 [23.02.004, UR72916523] | |
| 7181 | 23.02.004 | SERVICE | SERVICE ADMIN | FIXED | Changing product status to INACTIVE no longer updates ALL recurring dispatches from the product customer. This action will now only update recurring dispatches that are linked to the deactivated products. This will set the recurring call End Date to the current date and set the Renewal Type to NONE. [23.02.004, UR72920297] |