Release Notes v24.01
Published: December 14, 2023
Latest Update: 2025.08.18
Build range: 23.02 (23.02.021 – 23.02.072)
Patches: 24.01.002 (October 2024), 24.01.003 (April 2025)
Release Notes v24.01 Advisories
What’s New v24.01 for feature highlights.
For the previous major releases, see What’s New v23.02 and What’s New v23.01 .
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 7159 | 24.01 | 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. [23.02.031, UR41113032] |
| 7160 | 24.01 | ACCOUNTING | 1099 REPORTS | REMOVED | Accounting > Reports > Taxes > 1099 MISC and NEC. Removed ALL option from Company drop down menu. This selection is not appropriate as these forms must be completed individually for a single Company No.. [23.02.057, UR80988569] |
| 7161 | 24.01 | ACCOUNTING | AGED AR | FIXED | Notes field on Standard Aged AR, Standard Aged AR by Subtype and Standard Aged AR Multi Currency reports updated to support HTML. [23.02.033, UR63493044] |
| 7162 | 24.01 | ACCOUNTING | AGED AR | FIXED | Accounting > Month End Reconciliation AND Accounting > Accounts Receivable > Quick Views > Aged AR AND Live Data > Live Data Reports > Aged Receivables Multi Currency. Totals on these three reports will now properly match when set with the same filters/date. [23.02.043, UR56340444] |
| 7163 | 24.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Date issue has been resolved and all transactions for the selected date will now reconcile properly. [23.02.022, UR56435872] |
| 7164 | 24.01 | ACCOUNTING | BANK REC | FIXED | Bank Reconciliation form. Changed formatting of Money fields to allow for larger numbers. [23.02.031, UR63490978] |
| 7165 | 24.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Save procedure now includes a check on Batch No and saves properly. [23.02.048, UR72730686] |
| 7166 | 24.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation > History tab. Currency symbol now properly reflects currency defined against the GL account and if not defined, will default to the Company currency symbol. [23.02.054, UR74909872] |
| 7167 | 24.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Receipts are no longer erroneously grouped by Ref No. when grouping is set to Batch No.. [23.02.065, UR86837266] |
| 7168 | 24.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Currency symbol now properly reflects General Ledger account Currency Type and if this is not set, will reflect the Currency Type symbol associated with the Company. [23.02.067, UR74913703] |
| 7169 | 24.01 | ACCOUNTING | BANK REC | IMPROVED | Back Reconciliation SAVE process. Optimized to improve performance. [23.02.026, UR59435986] |
| 7170 | 24.01 | ACCOUNTING | BUDGET | IMPROVED | Accounting > Budgets > Define Budgets. Added DELETE button to allow budgets to be deleted from system. Note: Permission to see Delete button: BUDGETMENU (view permission) [23.02.033, UR63793715] |
| 7171 | 24.01 | ACCOUNTING | COMMISSIONS | CHANGED | Accounting > Commissions > Commission Export. Commission Booking records now look to Project Start Date instead of Financial Start Date (reversion to previous process). [23.02.054, UR77734918] |
| 7172 | 24.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Advice (Config Item OLDCOMMISSIONMETHOD must be 'ON'). 'Mark All Approved as Paid' option on the Extended Menu now functions as expected when the UserID dropdown is set to 'ALL.' [23.02.042, UR69617657] |
| 7173 | 24.01 | ACCOUNTING | COMMISSIONS | FIXED | Invoices now reflect the appropriate commissions regardless of their invoiced or paid date. [23.02.044, UR68994625] |
| 7174 | 24.01 | ACCOUNTING | COMMISSIONS | FIXED | Calc Commission. Projected Gross Margin calculation normalized and now ensures proper calculation of Projected Margin. [23.02.068, UR88246948] |
| 7175 | 24.01 | ACCOUNTING | COMMISSIONS | IMPROVED | Accounting > Commissions > Commission Accrual Report. Added Entity No. and Branch to the Commission Accrual report and enabled customize grid option for columns to be added if needed. [23.02.021, UR50321702] |
| 7176 | 24.01 | ACCOUNTING | COMMISSIONS | IMPROVED | Accounting > Commissions > Reports > Commission Paid Report. Report has been redeveloped using the LDView_Commissions view as a data source [23.02.045, UR64567145] |
| 7177 | 24.01 | ACCOUNTING | CUSTOMER | FIXED | Accounting > Customer > Add New AND Service > Customer > Add New. This option generates a Customer No.. Previously, the system returned an error if the number already existed in the system and the new Customer form failed to load. Now, the system will generate an unused Customer No. and the form will load properly. [23.02.054, UR78402264] |
| 7178 | 24.01 | ACCOUNTING | GENERAL LEDGER | CHANGED | Accounting > General Ledger > Enter Journal Transaction. Removed ALL value from Company drop down list on GL Journal form. [23.02.039, UR68811035] |
| 7179 | 24.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > General Ledger > Enter Journal Transactions > grid Extended Menu > Import. To reduce rounding error, user may no longer import transactions with more than two decimal places. Attempting this action will produce an error and fail to import until the file is corrected. [23.02.037, UR67115741] |
| 7180 | 24.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > General Ledger > Enter Journal Transaction > Extended Menu > "Import." This action no longer results in missing data or empty rows. [23.02.043, UR68810077] |
| 7181 | 24.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Accounting > Admin > GL Admin > GL Opening Balances. Adjusted the precision of balance calculations for GL Opening Balances. [23.02.050, UR73711468] |
| 7182 | 24.01 | ACCOUNTING | GENERAL LEDGER | IMPROVED | Accounting > Admin > GL Admin > GL Accounts. Added Bank Account No field and Routing No field to the General Ledger Account Maintenance form. These fields are only visible when the Bank Flag on the form is checked. The fields are used to fill in the MICR-B portion of a check when printing using the MICR-B check template. [23.02.053, UR73580525] |
| 7183 | 24.01 | ACCOUNTING | GENERAL LEDGER | IMPROVED | Account Detail Report. Filter checkbox "Manual Entry" added. This allows users to select for and display Manual Entries only. [23.02.054, UR77506000] |
| 7184 | 24.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Income vs Budget Report. Actual % and Budget % fields now properly reflect those values. Additionally, report title now prints properly. [23.02.045, UR70862273] |
| 7185 | 24.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Balance Sheet and Income Statement permissions now function as expected. [23.02.054, UR79043171] |
| 7186 | 24.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Income Statement now properly sums totals when account Name / Type is the same. This action now reflects expected behavior for all account total summation. [23.02.055, UR80067733] |
| 7187 | 24.01 | ACCOUNTING | INCOME STATEMENT | FIXED | Standard Income Statement, Standard Income 12 period, and Standard Income 12 Period w/Percentages. Previously, these statements erroneously failed to sum lines to a total for accounts where multiple lines match in category and description. This has been resolved and item lines matching in category and description now "roll up" producing a properly displayed total. [23.02.059, UR83479495] |
| 7188 | 24.01 | ACCOUNTING | INCOME STATEMENT | IMPROVED | Added Next Calendar Year to available fiscal years to select on Income Statements. Added an additional check for CompanyNo whenever the period headers are pulled in the procedures for Income Statement Two Period (Regular & Detail). [23.02.021, UR54521789] |
| 7189 | 24.01 | ACCOUNTING | INCOME STATEMENT | IMPROVED | Customer Statement row colors may now be controlled via config data options, similar to Invoices / Quotes. [23.02.058, UR82456615] |
| 7190 | 24.01 | ACCOUNTING | MONTH END | CHANGED | Accounting > Month End > Post Service Revenue. Improved error messaging. Messages will now advise the user as to which Invoice or Master is causing the action to fail. [23.02.064, UR83800534] |
| 7191 | 24.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Post Pre-Paid Expenses. This action now prompts a validation check to determine whether the targeted Fiscal Period and Year are OPEN, and valid to be posted against. If these conditions are not met, user will receive an error message. [23.02.037, UR67923004] |
| 7192 | 24.01 | ACCOUNTING | MONTH END | FIXED | Live Data Reports > Month End Project Retention Subledger. Newly added columns no longer produce an error and now display correctly. [23.02.052, UR72918621] |
| 7193 | 24.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation. Vendor Deposits Sub Ledger balance no longer erroneously omits amounts applied on the last day of the month. [23.02.053, UR77010796] |
| 7194 | 24.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation > Pre-Paid Expense > Difference column now functions as expected. [23.02.053, UR71884619] |
| 7195 | 24.01 | ACCOUNTING | MONTH END | FIXED | Accounting > Month End > Month End Reconciliation. AP amount on SBL Balance no longer considers the last day of the month (or the asofdate on the SQL Report) in calculations. [23.02.055, UR78640542] |
| 7196 | 24.01 | ACCOUNTING | PROGRAM EFFICIENCY | FIXED | Accounting > Accounts Payable > Quick Views > Check Register. Now functions as expected without error when Customer No. contains a space. [23.02.060, UR84663699] |
| 7197 | 24.01 | ACCOUNTING | PROGRAM EFFICIENCY | FIXED | Accounting > AR > Create Service Dispatch Billing Invoices AND HR > Quick Views > Timebilling Detail AND Sales > Quick View > Sales Opp Review AND Accounting > Reports > Taxes > 1099 Misc AND Accounting > Reports > Taxes > 1099 NEC. Time Period filter now updates as expected when a specific time period including Start and End Date is passed via URL parameters. [23.02.067, UR87485025] |
| 7198 | 24.01 | ACCOUNTING | REVENUE | IMPROVED | Live Data Reports > Accounting > Project Revenue/Cost Forecast AND Live Data Reports > Accounting > Project Revenue/Cost Forecast Summary. Report now shows a new column UnScheduled Subcontractor. [23.02.037, UQ77673817] |
| 7199 | 24.01 | ACCOUNTING | TAX | CHANGED | Accounting > Admin > Tax Admin > Tax Applicable Codes. Tax District field is no longer editable. New tax applicable codes may be created via the green ADD (+) button in the form header menu options. [23.02.047, UR71578375] |
| 7200 | 24.01 | ACCOUNTING | TAX | FIXED | Accounting > Admin > Tax Admin > Tax API Code Maintenance > Add (+). Adding a new Tax API Code up to 50 characters will correctly show on the grid and the Tax API Code Detail form. Character limit was previously set to 10. [23.02.053, UR76686756] |
| 7201 | 24.01 | ACCOUNTING | TAX | FIXED | Live Data Report > SV Purchase - VAT Analysis (Voucher Items LDView_VendInvoice). Report now displays correct Tax Entity Names as column headers. [23.02.055, UR77303767] |
| 7202 | 24.01 | ACCOUNTING | FIXED | Live Data Report > Trial Balance. Exporting to Excel now functions properly and does not attempt to bring over the Zoom (magnifying glass) column. [23.02.028, UR57174977] | |
| 7203 | 24.01 | ACCOUNTING | FIXED | Any Grid that uses JournalDetailView as a data source. View now pulls EXPENSE types, ASSET and MASTERJOURNAL entries correctly. [23.02.031, UR63006472] | |
| 7204 | 24.01 | ACCOUNTING | IMPROVED | Accounting > AP > Print Checks. Added alert box to warn user when attempting to close the browser window if "Printed Correctly" modal has not been confirmed Yes or No. This will prompt user to review check details and avoid duplicate payments (Check No) in the case that user may accidentally close the active browser window. [23.02.025, UR52859817] | |
| 7205 | 24.01 | ACCOUNTS PAYABLE | AP JOURNAL | REMOVED | Accounting > Accounts Payable > Vouchers. Removed the ability to reverse deposit entries on Vouchers and Invoices. [23.02.033, UR63799247] |
| 7206 | 24.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Accounting > AP > Quick Views > Check Register. Check Register now populates with records of type ACH when the filter for 'Incl. Direct Payments' is checked. [23.02.021, UR50236840] |
| 7207 | 24.01 | ACCOUNTS PAYABLE | CHECKS | IMPROVED | Overflow checks will now be tracked in the Check Register with a $0 amount, the check number that was used, and a reference in the Comment that states from which check number it was generated. [23.02.035, UR65997217] |
| 7208 | 24.01 | ACCOUNTS PAYABLE | CHECKS | IMPROVED | When printing checks that use the MICR-B font, Account No. and Routing No. characters are individually coded to space appropriately for banks that require that i.e. Bank of America. Note: customers are required to purchase the MICR font for their server (if not hosted by Q360) in order for the aforementioned to function properly. [23.02.049, UR43234646] |
| 7209 | 24.01 | ACCOUNTS PAYABLE | CHECKS | IMPROVED | Accounting > Accounts Payable > Quick Views > Check Register. Added Created Date column. [23.02.057, UR80271440] |
| 7210 | 24.01 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | FIXED | Accounting > Accounts Payable > Direct Payments Q > grid Extended Menu > Pay Selected. Bank Reconciliation now functions as expected. [23.02.038, UR67210543] |
| 7211 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Voucher form is now searchable by Pay Method. [23.02.021, UR56127029] |
| 7212 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Posting a voucher to a PRE STATE contract now produces an error message that states "contract is not active." [23.02.021, UR55690621] |
| 7213 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher > Ap Journal > Credits/Payments. Drill in option / icon will now only appear if InvoiceNo is populated. [23.02.025, UR57064790] |
| 7214 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Voucher > Line Items Tab > Detail Sub-Tab > Account Field. Any character separating a (manually typed in) Account and Sub Account will now be converted to a dash. I.e. if a user types in 1100.0003, it will be converted to 1100-0003. [23.02.028, UR59753264] |
| 7215 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher > Extended Menu > Post Voucher. Will no longer create tax entries against PPV for foreign exchange. [23.02.031, UR61391316] |
| 7216 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Work Queues > PO Voucher Queue. PO Amount will now display the appropriate currency symbol based on the PO currency. [23.02.037, UR67318425] |
| 7217 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Vendor Voucher Due Date changes now properly update the Due Date immediately as expected. [23.02.055, UR79476767] |
| 7218 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Accounting > Accounts Payable > Voucher. In instances where user attempts to void a check that includes foreign exchange, the system will now query to check AP Journal and return only the payment row (check, wire transfer, direct payment, etc.) [23.02.067, UR88092665] |
| 7219 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Updated Vendor Voucher Template. Report now displays correct logo when multiple companies are set up. [23.02.068, UR89002379] |
| 7220 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | IMPROVED | Voucher form > Line Items tab > Asset No field. When present, Asset No is now a hyperlink to Asset form. [23.02.031, UR63157414] |
| 7221 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | IMPROVED | Added config VOUCHERPERCHECKSTUB. Controls the number of checks printed on a single check stub prior to overflowing onto a new page. Intended to prevent the need to create multiple custom procedures to accommodate this request. Note: this value must to be consistent with the logic in the Check Template and changing it without updating the template may cause inconsistencies in printed checks. This option is intended to be used primarily by the person who develops the Check Template - Developers or Report Developers. [23.02.035, UR65863460] |
| 7222 | 24.01 | ACCOUNTS PAYABLE | VOUCHERS | IMPROVED | Nick Name field added to Purchase Order form and Voucher form. [23.02.054, UR76688463] |
| 7223 | 24.01 | ACCOUNTS PAYABLE | FIXED | When the vendor deposit voucher is posted, the FE entry is now properly added to the AP Exchange account. [23.02.027, UR29971467] | |
| 7224 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | CHANGED | Accounting > Quick Views > Aged AR AND Live Data > Live Data Reports > Aged Receivables Multi Currency. Filter tabs on these similar reports now offer the same options. [23.02.035, UR62432046] |
| 7225 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Live Data > Aged Receivables Multi Currency (ReportNo. Q0186). This report now allows branches configured with CompanyNo '00' to be accessed by all Companies, provided the rest of the data complies with other filters. [23.02.031, UR63158673] |
| 7226 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Live Data > Graph Aged AR > Run for all. Duplication of rows no longer happens when a Salesperson belongs to two Sales Groups. [23.02.031, UR62859364] |
| 7227 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > Quick Views > Aged AR. The current, 0-30 etc. boxes will now display the appropriate symbol based on the currency within the time period. In the case of mixed currencies, it will display '*' (as previously). [23.02.037, UR65052783] |
| 7228 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > Month End > Aged AR Row > Subledger (Amount) now properly matches Subledger Balance > Aged Accounts Receivable. [23.02.039, UR68919426] |
| 7229 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Aged Receivables Multi Currency Report. Paginated grids now properly display totals at the bottom. [23.02.039, UR68902528] |
| 7230 | 24.01 | ACCOUNTS RECEIVABLE | AGED AR | IMPROVED | Accounting > Reports > Aged Receivables Multi Currency. Added an "Aged By" filter which will accept either Invoice Date or Due Date. [23.02.023, UR56435504] |
| 7231 | 24.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Live Data Report Cash Receipt Summary. Changed Date column to DATE type for improved formatting. [23.02.031, UR63490452] |
| 7232 | 24.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. Previously, zero dollar cash receipts could not be deleted. This action is now possible. [23.02.034, UR62274447] |
| 7233 | 24.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Opening Invoice > Cash Receipts no longer produces an invalid warning message. [23.02.046, UR71888848] |
| 7234 | 24.01 | 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. [23.02.046 , UR69993181] |
| 7235 | 24.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | FIXED | Accounting > Accounts Receivable > Cash Receipts. Cash Receipts form now properly displays the company name of the customer number associated with the InvoiceSiteNo, and any overpayment credits are linked to the same customer number. This ensures consistency in how customer data is presented and handled throughout the transaction process. Additionally, when a single invoice or multiple invoices (that all point to the same InvoiceSiteNo) are processed, overpayments will reference the InvoiceSiteNo as the paying entity to maintain accurate financial records. Note: If multiple invoices are processed and the InvoiceSiteNo does not match between them, the resulting open credit will inherit the SiteNo from the MAINSITE of its CustomerNo. It will inherit InvoiceSiteNo from the InvoiceSiteNo on its Site first, and if that is not populated, it will inherit the InvoiceSiteNo on its Customer record. [23.02.048, UR72184118] |
| 7236 | 24.01 | ACCOUNTS RECEIVABLE | CASH RECEIPTS | IMPROVED | Accounting > Accounts Receivable > Cash Receipts > Extended Menu > Post Batch. When grid results will be more than a 1000 rows, this action will run as a Background Job in order to prevent double posting of entries against invoices and prevent long grid load lag times. [23.02.054, UR77718330] |
| 7237 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FEATURE | Log in as External User > Toolbar > Billing > Unpaid. External Users with the ability to view the Invoices grids (INVOICE view permission), and who have the CREDITCARD view, Create and Exec permissions, will now see a yellow "Pay Selected" button on the Unpaid Invoices grid. Using this button will present a modal that includes a drop down menu with an ADD (+) button to select or add a credit card, a grid that includes the selected invoices, and an input to show the total payment amounts. External Users will only be able to see credit cards that they have added. [23.02.039, UR59747647] |
| 7238 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Invoice > AR Journal > Extended Menu > NSF Check. This action now properly creates both a positive and negative NSF record matching the receipt records in the grid. [23.02.024, UR56124931] |
| 7239 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | File > Companies > Company > Cust. Invoices. Form now opens properly and does not produce an error. [23.02.024, UR51179912] |
| 7240 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounting Receivable > Invoices. User must now have access to the branch from which they wish to un-post an invoice. [23.02.025, UR57181847] |
| 7241 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices > AR Journal Tab > Extended Menu > Apply NSF Check. Apply NSF Check will apply to the invoice selected AND any related entries to the same check on the same day, as expected. Previously, only the first invoice was considered. [23.02.029, UR61948951] |
| 7242 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Master Invoice now respects the Print Flag of its child invoice line items. [23.02.031, UR63157438] |
| 7243 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivables > Invoices. Description field character limit has been increased to 200 to no longer error with truncation. [23.02.038, UR68399209] |
| 7244 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Customer, Company, Invoice > Average Day to Pay (Customer field vs Invoice field). Previously, a discrepancy in the "Average Days to Pay" calculation arose when the party responsible for the invoice payment ("Invoice to") differed from the direct customer associated with the invoice. This has been resolved. Now, when calculating the "Average Days to Pay", the system checks for a specific "Invoice to" party. [23.02.056, UR69076810] |
| 7245 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices. Due Date now properly updates immediately after the Invoice Date is set. [23.02.058, UR81629323] |
| 7246 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Service > Help Desk > Call Extended Menu > Preview Billing Report. [23.02.060, UR83797899] |
| 7247 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoice. The process of un-applying a credit to an invoice will now properly clear the Invoice No. field, allowing the credit to be reapplied to any eligible invoice. [23.02.061, UR84664456] |
| 7248 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Accounting > Accounts Receivable > Invoices AND Accounting > Accounts Payable > Vouchers. Dates passed to SQL no longer trigger conversion errors. When a valid date is present in the InvoiceDate field, Due Date will calculate automatically as expected. [23.02.065, UR83333244] |
| 7249 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Post Invoice / Un-Post Invoice. Improved error message - now includes the Invoice No as part of the message. [23.02.031, UR63161643] |
| 7250 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Master Invoice Reports. Reports are now based on Views and header /details are broken into independent views to reduce the duplication of data. No end user impact. [23.02.045, UR64138135] |
| 7251 | 24.01 | ACCOUNTS RECEIVABLE | INVOICES | REMOVED | Accounting > Accounts Receivable > Invoices. Users no longer have the ability to dictate sequence order of Line Items when printing, either by dragging or changing the Seq No. value manually. This feature has been removed. This was done to remove accidental grouping of items that mimicked Sections as Section functionality does not exist on Invoices. [23.02.063, UR85886953] |
| 7252 | 24.01 | ACCOUNTS RECEIVABLE | TAX | FIXED | Accounting > Accounts Receivable > Invoices > Invoice that uses Avalara Use Tax. Use Tax is now correctly applied, only where necessary, and adheres to the tax exemption statuses provided through Avalara. [23.02.054, UR71215142] |
| 7253 | 24.01 | ACCOUNTS RECEIVABLE | FIXED | Accounting > AR > Finance Charges. "Days Overdue" filter now functions properly. [23.02.031, UR62852003] | |
| 7254 | 24.01 | GENERAL | API | FEATURE | New maintenance form for Master Imports added with filters for Import Source and Import Date (Inventory menu > Admin > Master Import Log). New maintenance form for Master_CrossWalk added (Inventory menu > Admin > Master Crosswalk). This form allows users to edit the Import Source, change the Master Number, or Update the Item Type on selected Masters listed in the grid. Catalog / Quote import process will utilize the Master_Crosswalk table for the appropriate Import_Source to do Crosswalk translations where appropriate. Note: Item Type may also be changed for Masters that are Quote Only and this action will change the Item Type on the Quote as well. Added new API Config option "Default Item Type" (Maintenance menu > API Configuration > DTools) to control what the default ItemType is on Catalog import for new Masters. This field is a drop-down menu of Item Types. [23.02.069, UR63004955] |
| 7255 | 24.01 | GENERAL | API | FIXED | Maintenance > API Configuration > PSA > Test Service (with valid credentials). "Error: Date format must be 'yyyy-MM-dd'" will no longer appear upon test. [23.02.035, UR64250519] |
| 7256 | 24.01 | GENERAL | API | FIXED | When exporting a Quote to XTEN, the navigation menu will no longer lock up and erroneously send multiple ContractNos to XTEN resulting in multiple blank Projects. [23.02.035, UR58689218] |
| 7257 | 24.01 | GENERAL | API | IMPROVED | Maintenance > API Settings > PSA. The VendorInventory table will now always be updated with all returned records from the API regardless of the "Import Options." When querying the PSA API system will pass a "Last Modified" date which will limit results returned to only those that have changed since the Last Modified date. The Last Modified date comes from the Seq column in APISync table where Service = 'PSA.' If there is not a value set it will not pass a "last modified parameter" and will attempt to run a large dataset. This action will require long timeout settings in IIS FastCGI Settings, PHP.ini max_execution_time and the HTTPRequest_Timeout config. [23.02.063, UR85730712] |
| 7258 | 24.01 | GENERAL | BACKGROUND JOBS | FIXED | Previously, when a background job was scheduled on the 31st day of a month with monthly frequency, all future schedules would be set on the 31st, resulting in the job skipping months without 31 days. This has been resolved. [23.02.040, UR69077711] |
| 7259 | 24.01 | GENERAL | BACKGROUND JOBS | IMPROVED | Maintenance > Background Job Administration > Maintenance Data Integrity Email. This option now reports data discrepancy between Master by Branch Quantity and Asset Count quantity. [23.02.054, UR71575936] |
| 7260 | 24.01 | GENERAL | CLOUD STORAGE | FIXED | Customer, Site, and Emp Activity document grids now properly display Cloud Storage icon when applicable. [23.02.065, UR87248325] |
| 7261 | 24.01 | GENERAL | CLOUD STORAGE | IMPROVED | Added config item "CloudStorageDB." When populated, Cloud Storage will be disabled if the config value does not match the current database (even if it is the production database). If this config item is left blank, the old functionality that checks PRODDBNAME will remain in place. [23.02.059, UR83484351] |
| 7262 | 24.01 | GENERAL | COMPANY | FIXED | If multiple Companies are set up with the same Branches (only one may be active at a time), these will no longer create erroneous duplications in the system. Previously, the following forms and actions showed this error: Master > Master by Branch form, manual creation of a PO with Q or A items, Check Project Close (Project form), Find Product form. [23.02.066, UR86575748] |
| 7263 | 24.01 | GENERAL | CONTACT | FEATURE | Sales > Manage Contact Lists > Select List > Add Button. Added checkbox filter for "Include Do Not E-Mail." Changed caption for Do Not E-Mail. Added Do Not Email column in Contact List Grid. Added / Fixed "Inactive Flag" filter to properly check Customer and Contact for active state. Added tags to the Add Contacts process. [23.02.046, UR58554708] |
| 7264 | 24.01 | GENERAL | CONTACT | FIXED | Sales > Manage Contact List. Address information now populates on the import preview window as expected. For new Contacts, address is added to Contact table. For existing Contacts, address will be updated only if a complete address is imported (Address1+City+State+Zip). Contact Address will be used as Customer Address only for new Customers. [23.02.051, UR74455574] |
| 7265 | 24.01 | GENERAL | CONTACT | FIXED | Sales > Contact > Mail List. Corrected the length of variable from 100 to 20 to prevent truncation errors. [23.02.057, UR81851182] |
| 7266 | 24.01 | GENERAL | CONTACT | FIXED | Contact form. Copy to Text option now copies email address as expected. [23.02.066, UR87485107] |
| 7267 | 24.01 | GENERAL | CREDIT CARDS | IMPROVED | Check Credit Limits. Improved error message for credit warnings. [23.02.053, UR75858755] |
| 7268 | 24.01 | GENERAL | CUSTOMER | FIXED | Customer form > Add or Edit. Corrected data length for parameter in underlying procedure so States populate in the drop down menu even if a country with more than 10 characters has been selected on the form. [23.02.029, UR61509609] |
| 7269 | 24.01 | GENERAL | CUSTOMER | FIXED | Sales > Customers AND Accounting > Customers AND Service > Customers. Currency will now reflect what is defined on the Customer record. [23.02.030, UR50257507] |
| 7270 | 24.01 | GENERAL | CUSTOMER | FIXED | Sales > Customers > Add New (+). Taxdist and Website will now be copied over to the newly-created Mainsite when creating a new Customer. [23.02.038, UR68029430] |
| 7271 | 24.01 | GENERAL | CUSTOMER | FIXED | Service > Customers. When a mainsite record exists, changing the company name no longer automatically updates the sitename. [23.02.048, UR71881546] |
| 7272 | 24.01 | GENERAL | CUSTOMER | FIXED | Customer form > Company sub-tab > Auto Delivery > Email column. Now properly displays email address without leading comma. [23.02.049, UR72606516] |
| 7273 | 24.01 | GENERAL | CUSTOMER | FIXED | Customer > Orders & Cust Invoices tab. Grids containing multiple Orders and / or Invoices now display by default in descending order of Invoice Date and Contract Date, respectively. [23.02.061, UR82910427] |
| 7274 | 24.01 | GENERAL | CUSTOMER | IMPROVED | Creating a project from the Customer form > Project tab will now populate CompanyNo and TaxDist from the Customer Record. [23.02.031, UR63157817] |
| 7275 | 24.01 | GENERAL | CUSTOMER | IMPROVED | Customer > Print Statements > Run Report > Email Destination. Tracking No is now carried over for use. [23.02.031, UR63491549] |
| 7276 | 24.01 | GENERAL | FEATURE | Right Click > Create Schedule on "Outlook" events now supports multi-selection. This enables user to ctrl + click all Outlook meetings, and create an Assignment for all of them. Additionally, in the Event Details modal, it is now possible to Right Click the "Popup Flag" and "Hide From Calendar" options to set the default value when creating items in the Resource Console. This is only applicable to newly-added items in the Resource Console. [23.02.035, UR65030768] | |
| 7277 | 24.01 | GENERAL | FIXED | Maintenance > Email Template Admin > Choose a template > Department > ALL. This action now functions properly and selects ALL Departments. [23.02.021, UR55234233] | |
| 7278 | 24.01 | GENERAL | FIXED | Service > Work Queues > Email Received Q. Changed core/default Time Period filter on the Received Email Q to "No Date Range" so all unread emails will be visible regardless of receipt date. [23.02.025, UR57182946] | |
| 7279 | 24.01 | GENERAL | FIXED | Email alert templates and their triggers. Previously, email alert templates would not send emails if the link field / value contained trailing spaces in the database. This issue has been resolved. [23.02.033, UR64677635] | |
| 7280 | 24.01 | GENERAL | FIXED | Webmail > Inbound Email > Multiple Email Queues. When multiple email queues are recipients on a single email, all email queues will now properly display the email in Q360. [23.02.034, UR63491796] | |
| 7281 | 24.01 | GENERAL | FIXED | Webmail > Send > Filename with & symbol or other special characters. Filenames including these characters no long cause an error. [23.02.046 , UR71883442] | |
| 7282 | 24.01 | GENERAL | FIXED | Maintenance > Email Configuration > Email Accounts. This list will now display only email accounts that are active and have the Login flag checked. [23.02.050, UR74234242] | |
| 7283 | 24.01 | GENERAL | FIXED | Maintenance > Email Alert Template. ALL option now functions properly. [23.02.051, UR74460326] | |
| 7284 | 24.01 | GENERAL | FIXED | Inline email images now display properly without requiring user to access images via attachments. [23.02.053, UR75323240] | |
| 7285 | 24.01 | GENERAL | IMPROVED | Sales > Sales Leads > Extended Menu AND Maintenance > Email Template Admin > Permission Tab. Create a new Email Template Type for Sales Lead Emails. Added an Extended Menu option on Sales Lead form which allows selecting an email template and then creates an email. Email insertable tokens are now based on a new LDView specific to this action (LDView_SalesLeadContact.sql). Added a Permissions tab to email templates. When the template is not public, individual permissions may be assigned. Added a Default check box to email template form. Only one template per type may be flagged as the Default. Added a Public Flag checkbox to the Email Template form. Changed the functionality of email template usage such that when manually bringing up an email based on a template, if there is more than one template from which to choose, user may make a selection. Template flagged as Default will be the first option on this list. [23.02.028, UR36652902] | |
| 7286 | 24.01 | GENERAL | IMPROVED | Email form > Extended Menu > Create Activity. This function will now fill in the Contact, ContactNo and Title from the email where possible. [23.02.031, UR63159098] | |
| 7287 | 24.01 | GENERAL | IMPROVED | Updated DISPATCHNOTIFY Email Template to a more useful format. [23.02.052, UR75149659] | |
| 7288 | 24.01 | GENERAL | EXPENSES | FEATURE | File > Expense. Expenses may now be set to a specific currency and have foreign exchange calculated on the reimbursement. Note: Expense posting no longer includes tax in the ledger entry. [23.02.024, UR56242134] |
| 7289 | 24.01 | GENERAL | EXPENSES | FIXED | File > Expenses > Review Q > Extended Menu > Voucher Selected Items. When Reimburse Currency Type is not set, Default Currency will be used, and voucher will be created instead of producing an error (previous behavior). [23.02.027, UR59593137] |
| 7290 | 24.01 | GENERAL | EXPENSES | FIXED | File > Expenses > Review Q. The correct General Ledger amount will now display when foreign exchange is involved. [23.02.028, UR59966279] |
| 7291 | 24.01 | GENERAL | EXPENSES | FIXED | File > Expenses. FX amounts no longer erroneously update on POSTED expense items. [23.02.049, UR73482433] |
| 7292 | 24.01 | GENERAL | EXPENSES | FIXED | Expense > Details sub tab > User ID field. Removed ALL as an option in the drop down menu. [23.02.052, UR75857988] |
| 7293 | 24.01 | GENERAL | GENERAL CODES | FIXED | Techs that are no longer Active will no longer appear in drop down menus for Branch selections. [23.02.033, UR64248407] |
| 7294 | 24.01 | 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. [23.02.034 , UR64913942] |
| 7295 | 24.01 | GENERAL | GRIDS | FIXED | Summary grids on Calls, Projects, Tasks, etc.. All displayed emails now include Date and Time. [23.02.037, UR67112454] |
| 7296 | 24.01 | GENERAL | GRIDS | FIXED | Grids > Column select filters and dragging columns. These actions now produce expected results and drop down menus within columns now properly move with the columns. [23.02.066, UR80175033] |
| 7297 | 24.01 | GENERAL | GRIDS | IMPROVED | On the Project form, Assignment tab and Assignment grid, Customize Grid action now uses the Global Schedule Live Data View to provide more grid customization options. [23.02.059, UR83632742] |
| 7298 | 24.01 | GENERAL | LOGIN | FIXED | Maintenance Menu > User Maintenance > EXTERNAL USER form. Added 2 Factor Authentication Login Flag for External Users on User Maintenance form. [23.02.053, UR76784801] |
| 7299 | 24.01 | GENERAL | LOGIN | FIXED | Login page. User may now use Email Address to log in without error. [23.02.063, UR85891244] |
| 7300 | 24.01 | GENERAL | MOBILE | FIXED | Mobile View. Toolbar no longer overlaps mobile quick launch bar on iOS devices. [23.02.044, UR68810024] |
| 7301 | 24.01 | GENERAL | MOBILE TECH | FIXED | Wage Type for service calls is now properly inherited on time bills created in Mobile Tech. [23.02.053, UR73605647] |
| 7302 | 24.01 | GENERAL | PROGRAM EFFICIENCY | CHANGED | Manufacturer Select drop down list has been reverted to a free-form input field. [23.02.055, UR79478729] |
| 7303 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Logging into Q360 using UserID now functions properly. [23.02.021, UR54694995] |
| 7304 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Removed outdated Quote Item Import references. [23.02.024, UR57069558] |
| 7305 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Maintenance > Email Alert Admin. Email alerts now function as expected. [23.02.026, UR59747470] |
| 7306 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Live Data > Live Data Reports. The multi-select option now functions properly on the Customer No. filter. [23.02.029, UR55847193] |
| 7307 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Any form with a grid. When loading a form, if a Decimals column exists in Datadict as well as in the temp table, the grid now loads and selects the correct Decimals column to report grid information. [23.02.029, UR61948822] |
| 7308 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Procedure Get_User_ProjectTasks (My Tasks) is now correctly referencing the CSR for inclusion based on Call Status. [23.02.035, UR65391364] |
| 7309 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Packing Slip report now properly excludes items for which Ship Date is blank (on datasource). Report dataset now datasource driven (Printview_). [23.02.037, UR64138038] |
| 7310 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Project > Task (Invoice Type FIXED) > Extended Menu > Invoice Now. Calculation modified to use the sum of Qty multiplied by Price on Contract items, instead of relying on the aggregated Contract Total. This change provides a more accurate basis for comparing Contract and Invoice Totals, thereby avoiding the incorrect triggering of errors. [23.02.037, UR67815419] |
| 7311 | 24.01 | 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. [23.02.037, UR21841636] |
| 7312 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Single page mode now properly handles non-lower case characters in the form action. [23.02.044, UR70328953] |
| 7313 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Background Job Administration. Added White List Entry: Hub Spot Mailing List Sync Remote. Job can now be created and saved. [23.02.045, UR70974691] |
| 7314 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Ampersand is now an allowed character in Calendar event Subject, Body, etc. [23.02.046, UR71886419] |
| 7315 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Live Data > Live Data Reports > Delete Existing Report. This action now properly deletes records with specified reportno from all SQLREPORT related tables. [23.02.050, UR74124523] |
| 7316 | 24.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | BIDATACALLWIP now properly includes all expected rows. [23.02.055, UR80176900] |
| 7317 | 24.01 | 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. [23.02.028, UR61073525] |
| 7318 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | In order to support a growing number of clients that wish to submit VAT through Q360, the process now utilizes a proxy method when granting Q360 permission to submit VAT information. This means that any customers wishing to submit VAT through Q360 will have to ensure their server can access "https://www.w360.solutions360.com/controller.php?action=hmrcvat_proxy." Functionally, the user should not notice any difference. [23.02.029, UR45481292] |
| 7319 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | General speed improvements. [23.02.033, UR64249453] |
| 7320 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Master by Branch. General performance improvements. [23.02.033 , UR64358788] |
| 7321 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Pick List reports. Report dataset now datasource driven (Printview_) [23.02.037, UR64138099] |
| 7322 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Service Contract reports. Report dataset now datasource driven (Printview_). [23.02.037, UR64138085] |
| 7323 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Help Desk > Department field. Allowable character length increased to 50 characters to match Department field length in core Dispatch table. [23.02.052, UR75147254] |
| 7324 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Sales Clearing Sub-Ledger. Increased Description field allowable character length to 200 characters to match Master Description field. [23.02.053, UR76782912] |
| 7325 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Notification list by User. Changed default number of records returned from 100 to 500. Sorting now looks at Seen date first and then the Add date in descending order. [23.02.053, UR76684226] |
| 7326 | 24.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | SQL EXEC through PDO does not allow a "\" at the end of a string parameter. Previously, if this character was entered, action would fail and no error message was produced. Users who attempt this will now receive an error message indicating that this character may not used at the end of a parameter. [23.02.057, UR80892224] |
| 7327 | 24.01 | GENERAL | QUICK SEARCH | FIXED | Quick Search. It is now again possible to search by Project Title using this search field. [23.02.046, UR71575898] |
| 7328 | 24.01 | GENERAL | QUICK SEARCH | FIXED | Use of a wildcard character i.e. % in the Quick Search field no longer causes the system to freeze. [23.02.048, UR72819850] |
| 7329 | 24.01 | GENERAL | QUICK SEARCH | FIXED | Quick Search, any location. This search no longer returns INACTIVE Master records. [23.02.054, UR78286101] |
| 7330 | 24.01 | GENERAL | RESOURCE CONSOLE | CHANGED | Resource Console / Reminder Notifications. Upon creation of Dispatch, Opportunity, and Task schedules (and Assignments), the Reminder will default the popup flag to ON. Exception: tasks will not default to ON if the parent task is flagged "Hide from RC." [23.02.028, UR60662407] |
| 7331 | 24.01 | GENERAL | RESOURCE CONSOLE | FEATURE | Resource Console. Added the ability to Right Click > "Copy Schedule" for Assignments, Dispatch Schedule, and Funnel. Note: This does not create a full copy with duplicate columns. The intent of this is to create an assignment in the RC without having to locate that same task in the bottom grid. For instance, you realize you need to return to the same job tomorrow, so you copy it and drag it over to tomorrow. [23.02.028, UR60662392] |
| 7332 | 24.01 | GENERAL | RESOURCE CONSOLE | FEATURE | Resource Console. Added 7 day view, similar to "Week" view, but 7 day view is forward looking only. Left/Right arrows shift the console by 1 day at a time. Added 2 Week view, similar to "Week" view, but displays two weeks. Left/Right arrows shift the console by 1 week at a time. Additionally, fixed "Hide Weekends" checkbox week / month views - this action now functions properly. [23.02.029, UR60662427] |
| 7333 | 24.01 | GENERAL | RESOURCE CONSOLE | FEATURE | Resource Console. Users may now Start / Stop time bills from the Resource Console by right-clicking on an event and selecting this option from the menu. Additionally, if you click on a record that you are already time billing to, system will ask you if you want to stop the Time Bill, instead of asking you if you would like to start one and then stop the original and start a new one. [23.02.031, UR60662415] |
| 7334 | 24.01 | GENERAL | RESOURCE CONSOLE | FEATURE | Resource Console. Double clicking resource console items will now open the Schedule/Assignment form. Previously, this action would open the Task / Call / Opportunity record. A Right-Click > "Open Linked Record," option has been added to open the Task / Call / Opportunity linked with the item. Items may be multi-selected and each linked record will open. [23.02.032, UR60662465] |
| 7335 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Projects > Resource Console. If the assignment UserID and Primary Responsible on the task are the same, and task is hidden, and associated with a color, Resource Console will use the assigned color instead of the default color. [23.02.022, UR52194788] |
| 7336 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Projects > Resource Console > Filter Schedule For: Emp Hr Schedule. Reason entered on time HR requests entered on the Resource Console now saves properly. [23.02.024, UR52863638] |
| 7337 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Projects > Resource Console. If the type of HR time request is configured to show comments, these comments will now display when user hovers over the request on the Resource Console. [23.02.024, UR51816369] |
| 7338 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Project window > Resource Console (Extended Menu). When the Resource Console opens, the Project Task Sub Tab will automatically display and the tasks for the project will be loaded without the need to refresh the screen. [23.02.025, UR57065211] |
| 7339 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console. Filter corrected for W.B.S. column. [23.02.027, UR59963212] |
| 7340 | 24.01 | GENERAL | RESOURCE CONSOLE | FIXED | Resource Console. Branch filter for project tasks and Dispatch Queue now properly retains the "ALL" value when saving filters. [23.02.031, UR63003345] |
| 7341 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Improved resizing for the Resource Console subtabs to improve the user experience. [23.02.029, UR61950124] |
| 7342 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Service > Resource Console > Task Schedule, Dispatch Schedule, Funnel Schedule, HR Schedule. Added ability to edit Start Date, End Date, Assignment Title, Hide from RC flag and Pop Up flag. [23.02.033, UR60662447] |
| 7343 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Resource Console > Assignment Pop Up Modal > Added "Hide From Calendar" checkbox option. [23.02.033, UR64793152] |
| 7344 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Resource Console. Right clicking on a Calendar item, now provides the option to add an assignment based on selected task / call with same start / end dates as the calendar item. [23.02.035, UR61504843] |
| 7345 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Resource Console speed improvements. Note: Customs may be impacted due to changes to #scheduleitems temp table. [23.02.041, UR69526948] |
| 7346 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Resource Console. Resource console items e.g. scheduled tasks now properly appear opaque for the PM selected in the filter panel. Previously, these items appeared transparent on the Resource Console. [23.02.051, UR74233482] |
| 7347 | 24.01 | GENERAL | RESQDAILY | FIXED | Maintenance > Background Job Administration > ResQDaily > Customer Totals = Y. CalcCustomerTotal now resets properly based on AR activity in Q360. [23.02.050, UR72822780] |
| 7348 | 24.01 | GENERAL | SITE | FEATURE | All grids with a Site No column now include a 'Route' button. When clicked, it will attempt to retrieve the addresses of Sites in all selected rows and redirect the user to Google Maps, where they will be provided a route. [23.02.033, UR55844843] |
| 7349 | 24.01 | GENERAL | SITE | FIXED | Site > Srv Calls > Create Call. When creating a call from a SITE, the call form will populate with the Sales Reps and Commission %s from the SITE. When creating a call from the CUSTOMER, it will populate the Sales Reps and Commission %s from the CUSTOMER. [23.02.025, UR52056923] |
| 7350 | 24.01 | GENERAL | SITE | FIXED | Sites > Quotes grid will no longer include duplicate columns added in via customize grid. [23.02.044, UR70438858] |
| 7351 | 24.01 | GENERAL | SITE | FIXED | Sales > Site form. Moved the map button to be in line with the Address field [23.02.050, UR73605517] |
| 7352 | 24.01 | GENERAL | TASK LIST | FIXED | View > My Tasks > Filters > User ID (that has a quote that can be processed). Processing a Quote Type on the My Task List for another user now refreshes correct grid and Title displays properly. [23.02.034, UR64913640] |
| 7353 | 24.01 | GENERAL | TIME BILL | FEATURE | The following actions will now create a GPS Coordinate record within Q360: Starting / Stopping / Resuming a time bill, Saving a Call - LinkType: DISPATCH, Saving a Call Event - LinkType: DISPTRAN, Saving a Task - LinkType: PROJECTSCHEDULE, Saving an Activity - LinkType: ACTIVITY. LDView_GPS has been updated to include pulling data from the linked records. See Q360 Help Center for additional information on this feature. [23.02.054, UR41097607] |
| 7354 | 24.01 | GENERAL | TIME BILL | FIXED | Customer form > Time Bill grid. "Active Only" checkbox now properly functions to return result set inclusive of only ACTIVE items. [23.02.055, UR80175052] |
| 7355 | 24.01 | GENERAL | TIME ZONES | FIXED | Procedure ContactInfo_Get_ByEmail. Improved logic for determining Time Zone. Procedure now checks for Time Zone from the linked Contact, then from the Site linked to the linked Contact, then on the MAINSITE Site record for Customer listed on the Contact record. [23.02.031, UR63161900] |
| 7356 | 24.01 | GENERAL | USER MAINTENANCE | FEATURE | Copy User feature added. This option copies most UserID fields as well as Permissions and Group / Branch / District / Company access. The same condition checks for creating a New User are in place. Note: UserMaint Create Permission or WebUser Create Permission is required to copy an External User. [23.02.061, UR82458309] |
| 7357 | 24.01 | GENERAL | USER MAINTENANCE | FIXED | Maintenance > User Maintenance. Attempting to create a UserID that has a duplicate contact now correctly produces an error message informing the user of the duplicate contact link. [23.02.021, UR53095176] |
| 7358 | 24.01 | GENERAL | USER MAINTENANCE | FIXED | Accounting > Admin > Branch & Department Maintenance. Users given access to Company 00 will now have access to all branches. [23.02.024, UR52858559] |
| 7359 | 24.01 | GENERAL | USER MAINTENANCE | FIXED | Maintenance > UserID. Users will no longer be prompted to populate fields that are not present on the form. [23.02.027, UR56243634] |
| 7360 | 24.01 | GENERAL | USER MAINTENANCE | FIXED | Users now have access to Branch assigned to CompanyNo 00. [23.02.028, UR60558214] |
| 7361 | 24.01 | GENERAL | USER MAINTENANCE | FIXED | Users of FLEX type may now be added to a Project team. Anywhere TECH type userid can be selected, FLEX type may alternatively be selected. [23.02.057, UR80887841] |
| 7362 | 24.01 | GENERAL | USER MAINTENANCE | IMPROVED | User Maintenance form > External User > Permissions tab. External users may now be granted permission to create contacts (typically when creating a call). [23.02.030, UR62139319] |
| 7363 | 24.01 | GENERAL | FEATURE | Added new tab, "Summary," to Project / Task / Dispatch / Opportunity / Quote / Order forms to provide a quick / easy way to view events and emails. The tab includes a grid on the left side and a large text box on the right. The grid will display emails and events in chronological order. The height of the grid cells will vary depending on the length of the email / event text. If the text is too long to fully display in the grid cell, the user may select the cell to show the contents in the text box. Opportunity form does not have events and instead includes activities. Quote / Order form does not have events and only includes emails. [23.02.037, UR59747616] | |
| 7364 | 24.01 | GENERAL | FIXED | Accounting > Misc > State/Province Admin. Added error handling to block users from being able to add a value for a state's Initials if it already exists in the database for a given country (prevents duplication). [23.02.029, UR60966007] | |
| 7365 | 24.01 | GENERAL | IMPROVED | Import Map Builder. Quote Item Import Template. When trying to map columns by double clicking on a column header, the new mapping columns (SECTION, SECTIONFLAG, PARENTSECTIONNO) are now available for selection in the modal drop down list. [23.02.029, UR61503119] | |
| 7366 | 24.01 | GENERAL | IMPROVED | User1 - User10 columns added to the Branch and Department tables. User1 - User10 columns added as HIDDEN columns to the Branch Maintenance grid and the Department Maintenance grid. If you decide to expose these columns, you may do so by using the "Customize Grid" feature and using the 3rd tab, "Grid Columns." Change the Display Type from Hidden to the appropriate type for the User field you wish to display. [23.02.035, UR65164927] | |
| 7367 | 24.01 | GENERAL | IMPROVED | Import Map Builder. Added additional logic whereby if a Dispatch is not found based on using the import column DispatchNo, system will now look for CallNo based on the value found in the DispatchNo import column. [23.02.049, UR73274772] | |
| 7368 | 24.01 | GENERAL | IMPROVED | SubType field definitions of length 10 changed to length 20. [23.02.053, UR76786712] | |
| 7369 | 24.01 | HR | TIME BILL | FIXED | MasterNo now populates in the JournalDetailView associated with the time bill record entries. [23.02.021, UR50320265] |
| 7370 | 24.01 | HR | TIME BILL | FIXED | HR > Admin Projects. Time Bill category is now using the correct length of 20 characters. [23.02.031, UR63157225] |
| 7371 | 24.01 | HR | TIME BILL | FIXED | Projects > Projects > Tasks tab> Time Bill Icon AND Projects > Tasks > Sub Tasks > Time Bill Icon. Time bills will now properly reflect Wage Type on sub tasks. Previously, these time bills were erroneously reflecting Project Wage Type. [23.02.050, UR72817627] |
| 7372 | 24.01 | HR | TIME BILL | FIXED | File > Timebill > Timebills. User ID drop down menu no longer erroneously includes users of Type GROUP. [23.02.053, UR76783309] |
| 7373 | 24.01 | HR | TIME BILL | IMPROVED | Summary tab on Project, Task, Opportunity and Dispatch forms. Added new filter for Time Bills. [23.02.056, UR80770091] |
| 7374 | 24.01 | HR | TIME REQUEST | FIXED | File > HR Time Request. HR time requests now properly adhere to selected time zone. [23.02.021, UR55522759] |
| 7375 | 24.01 | HR | TIME REQUEST | FIXED | File > HR Time Request > Allocation Amount. Allocation Amount on HR Time Request form will no longer default to 1.00. This field will now respect DEFAULTSCHEDALLOC configuration setting. [23.02.054, UR77311172] |
| 7376 | 24.01 | INVENTORY | ASSETS | FIXED | Asset form > Master tab > Inventory Levels panel. Qty values were incorrectly displaying decimal places. These values now properly display as integers. [23.02.031, UR63156962] |
| 7377 | 24.01 | INVENTORY | MASTERS | FIXED | Master form > Tax API Code field. Users may now set this field back to a blank value upon edit/resave if desired. [23.02.021, UR53706419] |
| 7378 | 24.01 | INVENTORY | MASTERS | FIXED | Asset Form > Master tab. Picked values now correctly match Master By Branch grid on Master form. [23.02.021, UR51177509] |
| 7379 | 24.01 | INVENTORY | MASTERS | FIXED | Master > Extended Menu > Copy This Master. Newly copied Master now carries over Warr/Def Rev and Special Order flags when copied from an original master. [23.02.025, UR57831944] |
| 7380 | 24.01 | INVENTORY | MASTERS | FIXED | Copy Master procedure now includes TaxAPICode column as part of copy. [23.02.031, UR63003596] |
| 7381 | 24.01 | INVENTORY | MASTERS | FIXED | Inventory > Find Product. Find Product grid will now exclude inactive branches when searching for a product if Active flag is unchecked (N) within Branch / Dept Maintenance. [23.02.034, UR45306470] |
| 7382 | 24.01 | INVENTORY | MASTERS | FIXED | Inventory > Master > Extended Menu > Merge Master. Merged Master Labor items will now reflect the new MasterNo. [23.02.037, UR67421233] |
| 7383 | 24.01 | INVENTORY | MASTERS | FIXED | Sort order corrected on Master Trans tab. [23.02.049, UR72918866] |
| 7384 | 24.01 | INVENTORY | MASTERS | FIXED | "Find Product" search component, system-wide. Manufacturer field now matches and returns results for exact name only. [23.02.052, UR75716393] |
| 7385 | 24.01 | INVENTORY | MASTERS | FIXED | Inventory > Master > Extended Menu > Merge Master. This action will now work on assets with a status of SCANNED, allowing the transfer of scanned assets to other branches and masters. [23.02.053, UR76007700] |
| 7386 | 24.01 | INVENTORY | MASTERS | IMPROVED | Quote, Order, and Project Material grids. Master No. column is now a hyperlink. Upon click, the link will open the Master record. [23.02.054, UR78285624] |
| 7387 | 24.01 | INVENTORY | MASTERS | IMPROVED | Master > Orders / PO's tab > Filter panel. Added Filter Save option. [23.02.057, UR78175226] |
| 7388 | 24.01 | INVENTORY | MASTERS | IMPROVED | Product form and Product Detail form. Category and Subcategory fields added to Product form. Subcategory is now a drop down selectable input on the Product Detail form. Category and Subcategory may be defined in General Codes PDETAIL and PSUBCAT. [23.02.059, UR83633747] |
| 7389 | 24.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory > Physical Inventory Count > Extended Menu > Print Variance Report. Items from the inventory count now properly display in the report with correct status from Inventory Items grid. [23.02.021, UR52637236] |
| 7390 | 24.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory > Physical Inventory Count > Extended Menu > Print Variance Report. Qty On Hand value now considers SCANNED as on hand, similar to the Master form. [23.02.024, UR57064114] |
| 7391 | 24.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory > Physical Inventory Count. Removed tech branches from drop down Branch menu. These non-branches were creating adjustment challenges. [23.02.038, UR65993525] |
| 7392 | 24.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory > Physical Inventory Count. Physical Inventory Count is now specific to the Company Number. This adjustment prevents the duplication of master records across companies in instances when their branch names are identical. [23.02.049, UR73372360] |
| 7393 | 24.01 | INVENTORY | PHYSICAL INVENTORY | IMPROVED | Inventory > Physical Inventory Count > Add New Count > Save > Extended Menu Import Inventory Count. Added ability to Import Location when doing an import of physical inventory count. [23.02.021, UR54399816] |
| 7394 | 24.01 | INVENTORY | PICK ORDER | FEATURE | Orders to Pick Q (Warehouse Workflow bucket) has been removed and these items are now included in the Items to Pick Q. Items to Pick Q now displays all items to pick from Orders, Calls and Projects. Multiple lines may now be picked at once. Packing Slips are now printed for each individual Order because there may be different ship Sites. POs has been added as a record type to be displayed in the Ship Q. Important: Pick and Ship Qs will not respect the IGNOREBLANKPORELDATEFORPROJECT and IGNOREBLANKSHIPRELDATEFORPROJECT for Projects only. Be advised: Any Ship Q and / or Packing Slip customs should be revisited after upgrading to version 24.01. Additional information on Pick and Ship Q enhancements and changes may be found on the Help Center in both the Procedures and Knowledge Base sections. [23.02.058, UR59747642] |
| 7395 | 24.01 | INVENTORY | PICK ORDER | FIXED | Parts Pick Q now properly includes Workorder and Sale types. [23.02.031, UR63606211] |
| 7396 | 24.01 | INVENTORY | PICK ORDER | FIXED | Updated legacy report procedure Print_PickList to only include A, Q, & K type items. The latest Core version of this report already has this logic in place. Note: non-part items will still be included on the Parts Pick form (according to filters), but will not be included on the printed pick list. [23.02.052, UR70751169] |
| 7397 | 24.01 | INVENTORY | PICK ORDER | FIXED | Inventory > Work Queues > Pick Q > Pick form. Autopick function now properly considers Master.Item Type, and Copy Order option now reflects appropriate Type. [23.02.057, UR80770649] |
| 7398 | 24.01 | INVENTORY | PICK ORDER | FIXED | Inventory > Work Queues > Parts Pick Q > Scan an A Type Item. This action no longer refreshed the grid, returning the focus to the top row. This specifically caused an issue when splitting item Qty. Qty may now be set appropriately without a grid refresh and the focus moves to the next line item as expected. [23.02.059, UR81628760] |
| 7399 | 24.01 | INVENTORY | PICK ORDER | FIXED | Order drop down menu on both Pick Queue and Ship Queue forms now only contains orders listed in the Orders grid. [23.02.065, UR86582308] |
| 7400 | 24.01 | INVENTORY | PICK ORDER | IMPROVED | Order Pick Q. Improved filtering for better search results. [23.02.052, UR75719870] |
| 7401 | 24.01 | INVENTORY | PURCHASE ORDERS | CHANGED | Purchase Order form Extended Menu. Changed option from "Remove Un-Received Items" to "Remove Un-Processed Items." [23.02.031, UR63605789] |
| 7402 | 24.01 | INVENTORY | PURCHASE ORDERS | CHANGED | Purchase form > Line Items. Previously, lines flagged by System Master Flag (old groups) appeared light gray. This is no longer the case. [23.02.032, UR63795963] |
| 7403 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | PO "Ship To" address now defaults to Branch Site (Accounting > Admin > Branch Admin) when User selects NO on prompt to create a Drop Ship PO (from Order Extended Menu 'Create PO for this Order'). [23.02.072, UR91205940] |
| 7404 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders > PO > Line Items > Grid Extended Menu > Link Selected Item to Order Item. Modal now refreshes properly and unlinking does not occur. [23.02.021, UR52969008] |
| 7405 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | PO > Receive PO > Enter a qty greater than ordered qty and save the form. When a PO item is over received (qty received > qty ordered), the original order will display as filled on one line, and the excess will display on a second line as additional qty. [23.02.021, UR52639760] |
| 7406 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | When a PO is created and linked to multiple orders, the OrderNo on the PO Header tab will no longer be auto-filled. [23.02.028, UR60257903] |
| 7407 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order > Receive > Receive Purchase Order form. If a user fails to enter a Serial No on an 'A' type item when receiving, a warning message will appear with the line numbers for which the serial number is missing. [23.02.029, UR61953046] |
| 7408 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order > Process Modal > Receive PO. Previously, it was possible to receive a Recurring PO which resulted in an issue when creating a voucher. It is no longer possible to receive Recurring POs - system will display an error message when this action is attempted. [23.02.035, UR65997038] |
| 7409 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Work Queues > Ship Order. When a PO item is returned the correct average cost after is now displaying based on Company on the PO. [23.02.052, UR75150332] |
| 7410 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > PO > Line Item tab > Find Product sub tab. Filters now properly default to values listed on the main PO record. [23.02.053, UR76317584] |
| 7411 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Orders > Line Items grid > Extended Menu > Change This Line. Changing the Master No. using this option now updates the purchaseitem.itemtype and the account. [23.02.054, UR78401224] |
| 7412 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchase Order > Extended Menu > Un-receive this line. Only Q or A type items linked to an Order item not in DATAENTRY should be un-received. Attempting to apply this action to other item types will result in an warning message. User may choose to continue with this action or not. [23.02.057, UR76002596] |
| 7413 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Purchasing Queue > Extended Menu > Choose Vendor For Selected. Users may now create a PO for a Vendor associated with any Company regardless of Company access user permissions. [23.02.057, UR81514734] |
| 7414 | 24.01 | INVENTORY | PURCHASE ORDERS | FIXED | Inventory > Purchase Order. Ship To Company now properly changes to reflect the Company on the PO or Order regardless of Vendor Company No.. [23.02.069, UR85307465] |
| 7415 | 24.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Inventory > Purchasing Queue > Select Item > Extended Menu > Choose a Vendor for selected items > Results Grid. Added CompanyNo (C#) to the Results Grid. Grid may now be filtered by CompanyNo (C#). [23.02.021, UR54403795] |
| 7416 | 24.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Purchase Order > Extended Menu > Create Vendor Voucher. Error messaging related to this option has been improved. User will now receive detailed error messaging when the action cannot be completed. [23.02.035, UR65389017] |
| 7417 | 24.01 | INVENTORY | RMA | FIXED | RMA Q > RMA Return Form. User may no longer enter the SerialNo of an Asset in MISSING status during the RMA return process. [23.02.021, UR52058709] |
| 7418 | 24.01 | INVENTORY | RMA | FIXED | RMA TEST Q > Order > Create Vendor RMA > Ship Replacement to Customer > Send Replacement from Vendor to Customer > PO positive lines now properly link to Project and negative lines link to Project AND Order for both A type and Q type items. [23.02.023, UR56219992] |
| 7419 | 24.01 | INVENTORY | RMA | FIXED | Vend RMA return and replacement process now correctly updates inventory / part status. When Asset is shipped to vendor, if the replacement part is received with a different serial no, a New Asset will be created and the old asset will be flagged to RETURNED (not expected back from vendor). When Asset is Received and shipped to vendor, and replacement parts are expected to be sent to the CUSTOMER, the Asset will be placed in "VEND RMA" status. The original item's VEND RMA bucket will be increased and upon receipt of the replacement part, the original item's VEND RMA bucket will be decreased. [23.02.033, UR44049822] |
| 7420 | 24.01 | INVENTORY | RMA | FIXED | Previously, in the RMA return process, the comparison between the Masterno associated with an asset and the Masterno on the RMA Return grid was case sensitive, causing an issue when serial numbers were scanned into the RMA return form. This case sensitivity check has been eliminated. [23.02.035, UR65514168] |
| 7421 | 24.01 | INVENTORY | RMA | FIXED | Inventory > Work Queues > RMA Test Q. Order status now updates properly when an item is returned. [23.02.052, UR75323105] |
| 7422 | 24.01 | INVENTORY | RMA | FIXED | Inventory > Work Queues > RMA Q. Option to create a missing asset now functions as expected. [23.02.053, UR76006898] |
| 7423 | 24.01 | INVENTORY | RMA | FIXED | Inventory > Tech Returns > Return Selected. Previously, this action erroneously produced a warning message - this message will no longer appear. [23.02.057, UR81629221] |
| 7424 | 24.01 | INVENTORY | RMA | FIXED | Inventory > Work Queue > RMA Q > Drill In. When multiple items in the queue have the same MasterNo., the scanned SerialNo. will now be properly matched with the correct AssetNo. of the same Master. [23.02.067, UR79175424] |
| 7425 | 24.01 | INVENTORY | RMA | FIXED | Inventory > Work Queues > Ship Q. If an RMA PO does not have a ShipSiteNo, it will now still be included in the Ship Q. Additionally, if no ShipReleaseDate is provided, the system will assume the date to be today. [23.02.072, UR90260507] |
| 7426 | 24.01 | INVENTORY | SHIP ORDER | FIXED | When shipping an A type item that creates a product record, the System ID no longer defaults to the serial number. [23.02.039, UR68904077] |
| 7427 | 24.01 | INVENTORY | VENDORS | FIXED | Inventory > Master > Vendor tab. Now allows the entire MasterNo including the '#' (if present) to be saved in the MasterNo field of a newly-created Master Vendor and / or Master Profile. [23.02.035, UR65053426] |
| 7428 | 24.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Project > Extended Menu > Check Project Close. When running Check Project Close on a project with unprocessed M-type items, procedure will now produce an error as expected if linked M-type items are in DATAENTRY status. [23.02.033, UR51795133] |
| 7429 | 24.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Project > Check Project Close. As part of Project Close routine, the additional following items will be checked: One or more POs in DATAENTRY or CONFIRMED status will present an error. One or more PO items in DATAENTRY status will present an error. [23.02.038, UR68030219] |
| 7430 | 24.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Project > Extended Menu > Create Closing Entry. Corrected rounding discrepancy in calculation of Projected Revenue to match calculation of Earned Revenue. [23.02.052, UR75863558] |
| 7431 | 24.01 | PROJECTS | CHECK PROJECT CLOSE | FIXED | Project form > Extended Menu > Create Closing Entry. If the project does not include deferred revenue, the system will no longer perform a check to verify that Projected = Invoiced. [23.02.054, UR78290455] |
| 7432 | 24.01 | PROJECTS | COGS | FIXED | Projects > Project> Extended Menu > Post Project (when JOBCOSTMETHOD is set to JOBCOSTCLASS). Cost is now properly calculated. [23.02.052, UR75715961] |
| 7433 | 24.01 | PROJECTS | GANTT CHART | FIXED | Project form > Extended Menu > Gantt Chart. Changes to the chart (i.e. shifting dates) now save properly. [23.02.028, UR61072509] |
| 7434 | 24.01 | 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. [23.02.028, UR55848314] |
| 7435 | 24.01 | PROJECTS | INVOICES | FIXED | Projects > Projects > Ord/Inv Tab > Invoice grid. When creating a manual Invoice from a Project, the Invoice will now properly reflect the Tax Applicable status of the Project. [23.02.063, UR85891345] |
| 7436 | 24.01 | PROJECTS | LIVE DATA REPORTS | CHANGED | Employee Capacity Forecast. Changed caption from "Assign" to "Tot. Assign." [23.02.037, UR68028236] |
| 7437 | 24.01 | PROJECTS | LIVE DATA REPORTS | CHANGED | Project > Print Menu > Projected vs Actual Hours (Q0063). Report will now include projects in PRE / ACTIVE OR POST status. This report no longer supports the ability to run the report with the inclusion of ALL projects. See associated 24.01 Advisory. [23.02.056, UR78402424] |
| 7438 | 24.01 | PROJECTS | LIVE DATA REPORTS | IMPROVED | Live Data Report: Project Basic WIP. Added Column "Project Title." [23.02.052, UR75721612] |
| 7439 | 24.01 | 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. [23.02.029, UR61204715] |
| 7440 | 24.01 | PROJECTS | MATERIALS | FIXED | Project Material grid > Extended Menu > Update Staging Location for Selected Items. Previously, all rows were impacted by this action. Now, only selected items will be updated. [23.02.038, UR67925352] |
| 7441 | 24.01 | PROJECTS | ORDERS | FIXED | Project > Materials Tab. Price will now be rounded correctly when L, M, and S type line items are split into fractional quantities. [23.02.023, UR54835315] |
| 7442 | 24.01 | PROJECTS | PROJECT CONSOLE | CHANGED | Project Form. Changed order of date fields to support better functionality. [23.02.037, UR68027345] |
| 7443 | 24.01 | PROJECTS | PROJECT CONSOLE | FIXED | Projects > Task Console. Filtering selections now return Tasks AND Sub Tasks that meet filter criteria. Sub Tasks meeting filter criteria will be displayed even if Parent Task does not meet the same criteria. [23.02.057, UR80990810] |
| 7444 | 24.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Projects with a rectype of TEMPLATE may now be set to a status of CANCELED without producing an error message. [23.02.023, UR54280614] |
| 7445 | 24.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Project Templates loaded into the Project form now utilize the correct project template permissions. [23.02.049, UR73479081] |
| 7446 | 24.01 | PROJECTS | PROJECT TEMPLATE | IMPROVED | Project Template > Ext. Menu > 'Copy This Project By Start Date' or 'Copy This Project By End Date.' If the RecType of the copied project is blank, it will now be set to 'PROJECT' to improve quick search functionality and project search functionality, as the searching function looks for RecType. [23.02.040, UR69072392] |
| 7447 | 24.01 | PROJECTS | REVENUE | FIXED | Project post process will now only check Branch and Department for Cost Center of PROFIT when there is revenue to post. [23.02.025, UR58551986] |
| 7448 | 24.01 | PROJECTS | REVENUE | FIXED | Projects > Projects > Ext Menu > Post Project Revenue. When posting Project Revenue, accounts are now correctly identified and counted. [23.02.062, UR85527576] |
| 7449 | 24.01 | PROJECTS | REVENUE | FIXED | In the instance where user attempts to post Project Revenue, but there are erroneously multiple material or labor revenue accounts set up in the General Ledger, a proper error message will now be displayed indicating how many of these accounts exist. [23.02.062, UR83955422] |
| 7450 | 24.01 | PROJECTS | REVENUE | IMPROVED | Previously, Project Profit Template did not support non-US or Canadian dollar ($) currency symbols. Currency formatting for this template now supports international companies / transactions and will display proper currency symbol i.e. £ (GBP) [23.02.029, UR61949603] |
| 7451 | 24.01 | PROJECTS | REVENUE | IMPROVED | Project Revenue / Cost Forecast AND Project Material Scheduling Summary Live Data Reports have been updated to use Ship Release Date in addition to Requested Date and PO ETA in material forecasting. Specifically, for Project Revenue / Cost Forecast, it will use the latest of the three dates. For Project Material Scheduling Summary: 1. Unscheduled Material now looks for all three dates = NULL. 2. Overdue Material now compares the latest of the three values to today. 3. Added two new columns, Sched Material (ETA) and Sched Material (Ship). Each column now represents Schedule Material when compared to each of the three dates. Renamed Schedule Material is now named Sched Material (Req.). [23.02.053, UR64133696] |
| 7452 | 24.01 | PROJECTS | SERVICE CONTRACTS | CHANGED | Project form > Extended Menu > Create Warranty Service Contract. Service Contracts created via this option will always apply FULLTERM bill frequency. When adding an item to an existing Service Contract, the Service Contract End Date will not change. Note: Service Contracts created from Orders will still respect other-than-FULLTERM billing frequency determined by Start and End Dates. [23.02.054, UR77732859] |
| 7453 | 24.01 | PROJECTS | SERVICE CONTRACTS | FIXED | Projects > Projects > Extended Menu > Create Service Contract. Price of warranty line items, if zero, will now properly carry over to the offset invoice. [23.02.033, UR62276902] |
| 7454 | 24.01 | PROJECTS | SERVICE CONTRACTS | FIXED | When creating a warranty service contract from a project, Credit Memo Branch will no longer appear erroneously blank or produce an error upon posting. [23.02.035, UR65860275] |
| 7455 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task Grid. Putting Task grid into edit mode and making changes to Scheduled Effort no longer causes an overflow error causing the grid to not save properly. [23.02.021, UR54524825] |
| 7456 | 24.01 | PROJECTS | TASKS | FIXED | Project > Tasks > Subtasks. Sub tasks now inherit time zone from parent task. [23.02.026, UR59438824] |
| 7457 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task tab. The Fixed amount on the fixed invoice task now calculates as expected on the invoice. [23.02.031, UR55684707] |
| 7458 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task grid. Grid now saves properly after changing Scheduled Effort and does not produce an error message. [23.02.032, UR63897268] |
| 7459 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Tasks > Sub Tasks > ADD button. Previously, sub tasks were not inheriting key financial and operational attributes from their parent tasks, specifically: Wage Type, Wage Rate, Fixed Amount, Piece Amount, and Piece Count. This has been resolved and this data now carries over from the parent task. [23.02.034, UR64910869] |
| 7460 | 24.01 | PROJECTS | TASKS | FIXED | View > My Task List > Other User ID > Process icon on Quote line > Refresh grid action. This action now properly displays task grid of Other User ID. [23.02.035, UR64796850] |
| 7461 | 24.01 | PROJECTS | TASKS | FIXED | Project > Task > Extended Menu > Invoice Now option. Added a warning message that states '"Nothing to Invoice" if the total of the contract items is 0. [23.02.052, UR75321573] |
| 7462 | 24.01 | PROJECTS | TASKS | FIXED | Project Task tab > New Task > Task Control > Invoice > Invoice Type > Fixed Enter Amount > Invoice Now. Pertaining to Retention Amount: Retention Item price is now calculated properly with correct rounding. [23.02.054, UR77506404] |
| 7463 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Tasks > Events grid. Public Flag value now displays properly and grid now allows edits as expected. [23.02.055, UR80267581] |
| 7464 | 24.01 | PROJECTS | TASKS | FIXED | Projects > Projects > Task > Assignments tab > drill into an Assignment. Changes made to Task Assignments (including checkbox flags) now save properly using the EDIT and SAVE functions. [23.02.060, UR83638701] |
| 7465 | 24.01 | PROJECTS | TASKS | IMPROVED | Resource Console and Project Task Grid. Grid now includes tasks of type TASK and ADMIN. [23.02.026, UR59592688] |
| 7466 | 24.01 | PROJECTS | TASKS | IMPROVED | Project Task > Extended Menu > Complete Task. Now sets the Completion Date to User's Date and Time. [23.02.031, UR63492236] |
| 7467 | 24.01 | PROJECTS | TASKS | REMOVED | Task Form > Revenue Account option is no longer available to External Users. [23.02.035, UR66587407] |
| 7468 | 24.01 | PROJECTS | USER MAINTENANCE | FEATURE | New Configuration option added, "RowLevelSecurity." Default value = "OFF." This controls whether the new Row Level Security policy is enacted for Project Data. Note: Using these security policies will render all project-related data invisible for all projects where there are Permissions set. Projects with no permissions will continue to be accessible to all valid users. Projects with one or more permissions will only be visible if user is on the permission list. Data that will be excluded from discovery includes: Project, Project Schedule (Tasks), Project Team, Project Events, Orders, Quotes, Invoices, Purchase Orders, Vouchers, Activities, Opportunities, Documents and others. [23.02.047, UR64245650] |
| 7469 | 24.01 | PROJECTS | WIP | FIXED | Projects > Projects > Profit Tab > drill into Actual Labor. When config PROJECTUSEEARNEDLABOR = ON, both a Time Bill Date and GL Date appear, but user may hide either as necessary by using the Customize Grid option. [23.02.064, UR86580241] |
| 7470 | 24.01 | PROJECTS | WIP | IMPROVED | Live Data > Project WIP. Branch and Department fields are now drop down lists. [23.02.029, UR60662633] |
| 7471 | 24.01 | PROJECTS | FIXED | Customer > Projects > ADD (+) button. When creating a Project from a customer, the CompanyNo on the project will now be the same as the CompanyNo on the Customer from which it was created. [23.02.024, UR54523314] | |
| 7472 | 24.01 | PROJECTS | FIXED | Projects > SOV > SOV Items Ext. Menu > Bill Retention for Selected Items. MasterNo for SOV Invoice Items is now properly set according to the RETENTIONMASTERNO configuration, ensuring the expected behavior of assigning the configured RetentionMasterNo to the SOV Invoice Item. [23.02.031, UR62852160] | |
| 7473 | 24.01 | PROJECTS | FIXED | Customer > Create Project. Project Type field options now load properly. [23.02.031, UR61503700] | |
| 7474 | 24.01 | PROJECTS | FIXED | Admin Cost-Only Project > Close Project. Column names and supplied values now properly match table definitions. [23.02.031 , UR63158998] | |
| 7475 | 24.01 | PROJECTS | FIXED | Project > Documents. Dragging a document from one project into an EMPTY Project's document grid will now successfully link the document to the new Project. [23.02.032, UR63492414] | |
| 7476 | 24.01 | PROJECTS | IMPROVED | Project form > Team tab > Link a User grid. This grid is now customizable. [23.02.031, UR63606180] | |
| 7477 | 24.01 | REPORTS | EMPLOYEE | FIXED | Live Data Report > Dashboard Employee Head Count. This report no longer erroneously includes non-employee candidates. Non-employee records are now properly excluded from the count. [23.02.061, UR84791210] |
| 7478 | 24.01 | REPORTS | LIVE DATA REPORTS | CHANGED | Live Data > Live Data Reports > Tax Report (Q0195). Users may now reselect ALL for the filters after running the report without the need to reload the form. [23.02.057, UR81736249] |
| 7479 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Project Gross Profit Change. Report now loads without error. [23.02.021, UR55846007] |
| 7480 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Accounting > Employee Capacity Forecast AND Live Data > Accounting > Employee Assignee Detail Forecast. These reports now take into account the switch from Contact to UserID and display the appropriate effort. [23.02.024, UR54399808] |
| 7481 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Date Reports > WF_Queue_Call_List (Report Q0105). Report is now paginated to support faster loading. [23.02.025, UR52186801] |
| 7482 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports. Report filters now accommodate branch names up to 15 characters in length. [23.02.045, UR70750951] |
| 7483 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports. When editing and saving using the grid Save button, changes to the Schedule Column are now preserved as expected. [23.02.049, UR73375843] |
| 7484 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Project Hours Summary. Project Hours Summary report now only includes project tasks in a PRE or ACTIVE state. Previously, this report was erroneously including CANCELED tasks. [23.02.050, UR74125094] |
| 7485 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Project Basic WIP AND Live Data > Manufacturer Sales Forecast AND Live Data > Project Forecast Diagnostic AND Live Data > Project GP Backlog Projection AND Live Data > Service Contract Revenue Forecast Dashboard AND Live Data > Project Backlog Projection. Branch is now a drop down menu and populates properly with branch options. [23.02.052, UR75149524] |
| 7486 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Customer Profitability Report > Filters. Filters now return expected data sets. [23.02.053, UR76784243] |
| 7487 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports > Master Valuation By Date. QtyPicked field now properly reflects the QtyPicked for each Master based on the Branch filter. [23.02.054, UR18269068] |
| 7488 | 24.01 | REPORTS | LIVE DATA REPORTS | FIXED | Live Data > Live Data Reports > Q0301 Block Amount Detail, Q0300 Block Amount Summary, Q0302 Block Amount Summary Ext. Block Balance will now properly appear as a positive value on the Summary reports, and Block Usage will properly appear as a negative value on the Detail report. [23.02.057, UR81518610] |
| 7489 | 24.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Maintenance > Datasource > Administration > LDView_BiServiceContract. Grid view has been added. Additionally, users may now customize ldview_biservicecontract in Datasource Admin by adding related tables/columns. [23.02.021, UR50236797] |
| 7490 | 24.01 | REPORTS | LIVE DATA REPORTS | IMPROVED | Added LDView_Kbase. [23.02.052, UR74914866] |
| 7491 | 24.01 | REPORTS | LIVE DATA REPORTS | REMOVED | Sales Bookings Live Data report. Base Currency column is obsolete and has been removed. [23.02.031, UR63157526] |
| 7492 | 24.01 | REPORTS | LIVE DATA SOURCES | FIXED | Live Data > Open Invoice Masterless Items. This Live Data View now accounts for the possibility of a blank Project No. field. [23.02.054, UR77736649] |
| 7493 | 24.01 | REPORTS | LIVE DATA SOURCES | FIXED | Live Data > AR Journal , AR Journal Entries , AP Journal are now paginated. This allows loading of large data sets without system slowing or crashing. [23.02.057, UR81740499] |
| 7494 | 24.01 | REPORTS | LIVE DATA SOURCES | IMPROVED | Added Project No. and Customer to Inventory MasterJournal Live Data Report data source. [23.02.054, UR78406281] |
| 7495 | 24.01 | REPORTS | REPORT MAINTENANCE | FIXED | Report template dropdown lists now contain only the templates that the current USERID is permitted to see. This is based on permissions set at Maintenance menu > Report Maintenance > Public column and Permissions subtab. [23.02.057, UR80403295] |
| 7496 | 24.01 | REPORTS | SERVICE CONTRACTS | IMPROVED | Live Data > Live Data Reports > Service Contract List. Added ability to add CompanyNo Filter. [23.02.022, UR54400350] |
| 7497 | 24.01 | REPORTS | SSRS | FIXED | Logo now displays properly when printing multiple quotes at once from an opportunity. [23.02.028, UR56335530] |
| 7498 | 24.01 | REPORTS | SSRS | FIXED | SSRS reports. Print Quote. Added code to cross check quoted item sale type against the master item type. This means totals for the summary page of the proposal now properly match the quoted web totals. [23.02.054, UR78520099] |
| 7499 | 24.01 | REPORTS | TIME BILL | IMPROVED | LDView_TimeBill. Added date_tz and enddate_tzRenamed date_time to startdate. Additionally, added date_tz and enddate_tz to Q0292 as hidden columns to support time zones. [23.02.040, UR68900454] |
| 7500 | 24.01 | SALES | CUSTOMER | CHANGED | Sales > Customers > drill into active customer > Quotes/Quick List tab > Add Quick List. Window that opens is now titled "Add Quick List." [23.02.023, UR56127377] |
| 7501 | 24.01 | SALES | DASHBOARDS | FIXED | Sales Dashboard > Gauges. Yearly Sales Goal gauge now properly pulls commission quota. [23.02.048, UR72733869] |
| 7502 | 24.01 | SALES | FUNNELS | FIXED | Sales > Quick Views > Funnel Forecast now loads as expected. [23.02.037, UR67116359] |
| 7503 | 24.01 | SALES | FUNNELS | IMPROVED | Funnel Opportunity Item. History tab has been added. [23.02.031, UR63606175] |
| 7504 | 24.01 | SALES | NOTIFICATION | FIXED | Sales > Quick Data Entry. Users will no longer be presented with errors unrelated to the action performed. [23.02.059, UR83631395] |
| 7505 | 24.01 | SALES | OPPORTUNITIES | CHANGED | Sales menu > Work Queues > Opportunities to Assign. User ID filter has been removed from filter panel. This queue will only be populated if all the Sales Rep fields are blank on the Opportunity. [23.02.024, UR57070109] |
| 7506 | 24.01 | SALES | OPPORTUNITIES | FIXED | Opportunity probability value may no longer be set to any value over 100%. [23.02.031, UR62118917] |
| 7507 | 24.01 | SALES | OPPORTUNITIES | FIXED | Sales > Opportunities. Sale Type character limit now matches that of other forms (20 characters). [23.02.052, UR75857967] |
| 7508 | 24.01 | SALES | OPPORTUNITIES | IMPROVED | Opportunity Form > Activity Grid. User will now receive a warning message when trying to delete an email from the activity grid. Link type on these rows has also been changed to EMAILRECORD (previously EMAIL). [23.02.022, UR56337515] |
| 7509 | 24.01 | SALES | OPPORTUNITIES | IMPROVED | Live Data Report Sales Opportunity > Graph. Refined filter and label sets for 0-30, 31-60, 61-90 and 91+ [23.02.033, UR63899559] |
| 7510 | 24.01 | SALES | OPPORTUNITIES | IMPROVED | Sales Opportunities, Quotes and Orders. Opportunity Phone now carries over to Quote and Order "Bill Contact Phone" and Calls if Order is configured to a create a call on approval. Note: This does not apply to Invoices, Service Contracts, Projects or copies of any kind. [23.02.035, UR66584167] |
| 7511 | 24.01 | SALES | OPPORTUNITIES | IMPROVED | Emails linked to Opportunities - attachments will be automatically linked. [23.02.037 , UR67112044] |
| 7512 | 24.01 | SALES | ORDERS | FIXED | Sales > Orders > Order > Line Items Grid > Margin. Order Margin calculation corrected and no longer shows up as $0.00 [23.02.026, UR58996768] |
| 7513 | 24.01 | SALES | ORDERS | FIXED | Convert Quote to Order procedure. Unit Qty field from the Master Labor is now properly brought into the Order Labor details. [23.02.032, UR63895077] |
| 7514 | 24.01 | SALES | ORDERS | FIXED | Sales > Quotes > Line Items OR Sales > Orders > Line Items. Adding a new line item to zero-out the price of a quote or order section with non-zero unit costs and prices no longer causes the margin to calculate incorrectly. [23.02.049, UR70748264] |
| 7515 | 24.01 | SALES | ORDERS | FIXED | Sales > Orders > Notes / Comment tab. Character limit on Add Quick Comment has been increased and will no longer produce an error. [23.02.054, UR78289471] |
| 7516 | 24.01 | SALES | ORDERS | FIXED | Sales > Orders > Extended Menu > Pick this Order > Split Line button. The newly split line will now display a new ID and may be selected independently. [23.02.054, UR77618474] |
| 7517 | 24.01 | SALES | ORDERS | FIXED | Sale > Quote/Order > Line Items > Line Items Grid Extended Menu. "Set Request Date" option now functions and saves as expected. [23.02.055, UR80270683] |
| 7518 | 24.01 | SALES | ORDERS | FIXED | Sales > Order > Email icon. This action now properly produces an email populated with the intended token values according to the Email Template. [23.02.060, UR82910635] |
| 7519 | 24.01 | SALES | ORDERS | FIXED | Fixed Master Journal "Avg Cost After" calculation and journal entry. On order ship action for a Q item type, where Order item has a link to a received PO item (with specific config settings: COGSMETHOD=ACTUAL and USEACTUALCOGS=ON), system now calculates and posts correct value to be in balance with inventory valuation. [23.02.064, UR39491975] |
| 7520 | 24.01 | SALES | ORDERS | FIXED | Sales > Orders > Ext. Menu > Pick this Order (Parts Pick Q). This action now uses master.itemtype table instead of contractitem.itemtype. No observable difference in usage. [23.02.069, UR89156428] |
| 7521 | 24.01 | SALES | ORDERS | FIXED | Sales > Orders > Ext. Menu > Pick this Order. Auto pick procedure now properly allows system to check for M type items more than once allowing M type items to be re-scanned correctly if the Branch or Order changes. [23.02.069, UR88876968] |
| 7522 | 24.01 | SALES | QUOTES | FIXED | Sales > Quotes. Quotes linked to inactive customers may now be closed, but not created. [23.02.021, UR55690637] |
| 7523 | 24.01 | SALES | QUOTES | FIXED | Order/Quote > Line Items Tab > 'Split This Item' Extended Menu Option AND Order/Quote > Line Items Tab > Replace Unverified Item. In these instances, Q, A and K type items may not be created with or split into fractional quantities. [23.02.021, UR51482996] |
| 7524 | 24.01 | SALES | QUOTES | FIXED | Quote > Extended Menu > Export to xTen / Import from xTen. Option is now available to select even when Quote is in DATAENTRY or REJECTED status. [23.02.021, UR50593117] |
| 7525 | 24.01 | SALES | QUOTES | FIXED | Quote/Order form. When loading a quote/order with a blank saletype, the saletype options now load properly. [23.02.024, UR56939128] |
| 7526 | 24.01 | 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. [23.02.028, UR60258335] |
| 7527 | 24.01 | SALES | QUOTES | FIXED | Quote form > Copy Quote. Removed check for 'zero line items' that was causing an issue when using MASTER as the source for price / cost. [23.02.031, UR63158799] |
| 7528 | 24.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Items grid. Gross Profit and Margin on section header columns now include USETAX in their calculations as expected. [23.02.034, UR64793451] |
| 7529 | 24.01 | SALES | QUOTES | FIXED | Sales > Quotes > Extended Menu > Import from D-Tools AND Sales > Quotes > Extended Menu > Import from Xten AND Sales > Quotes > Extended Menu > Export to D-Tools AND Sales > Quotes > Extended Menu > Export to Xten will now return expected results if configured correctly. [23.02.035, UR66676222] |
| 7530 | 24.01 | SALES | QUOTES | FIXED | Sale > Quotes. If a section exists that has no items under the section, it will now move to SHIPPED status when the Order is in PARTSHIP status. Previously, the section would remain in DATAENTRY status and prevent Project closure. [23.02.037, UR63160171] |
| 7531 | 24.01 | SALES | QUOTES | FIXED | Sales > Quotes > Quote > Line Items > grid Extended Menu > Update Master Profile for Selected Items. This option no longer produces an error. [23.02.037, UR67023230] |
| 7532 | 24.01 | SALES | QUOTES | FIXED | Sales > Quotes AND Sales > Orders AND Accounting > Accounts Receivable > Invoices. Tax calculation now properly aligns with the new Ship Site's location and applicable tax rates. [23.02.037, UR67020888] |
| 7533 | 24.01 | SALES | QUOTES | FIXED | Quote sections now display MSRP totals properly. [23.02.044, UR69715594] |
| 7534 | 24.01 | SALES | QUOTES | FIXED | Quote > Line Items > Section / Grand Totals. Sections are now properly included in the grid Grand Total when the sections are collapsed. [23.02.054, UR77847916] |
| 7535 | 24.01 | SALES | QUOTES | FIXED | Sales > Quotes > Extended Menu > Import from XTen-AV. When configured to pull data from within Q360, Price, Costs and Qty now migrate as expected. [23.02.057, UR66589526] |
| 7536 | 24.01 | SALES | QUOTES | FIXED | Quote > Line Items > Ext Menu > Import Quote Items. Import now correctly identifies items that exist in the database and no longer produces erroneous error messages. [23.02.057, UR81629087] |
| 7537 | 24.01 | SALES | QUOTES | FIXED | Quote / Order Line Items > Find Product grid > ADD Item. Kit items now ADD as expected without error. [23.02.058, UR82326199] |
| 7538 | 24.01 | SALES | QUOTES | FIXED | Sales > Quote > Line Items > Labor tab AND Sales > Quote > Line Items > Extended Menu > Copy Selected Item(s). The action of copying a line item with linked labor now properly produces a copied item including the linked labor. [23.02.059, UR83332773] |
| 7539 | 24.01 | SALES | QUOTES | FIXED | All optional Quote items will now be included in the printed (Quote Proposal) Optional Total regardless of the Print Flag. [23.02.060, UR84530444] |
| 7540 | 24.01 | SALES | QUOTES | FIXED | Proposal footer now properly displays version number (Revision). [23.02.065, UR87482832] |
| 7541 | 24.01 | SALES | QUOTES | FIXED | Quote > Ext. Menu > Import Line Item(s). When importing a Section item, the itemtype will now properly set to 'SECTION' and these items will properly appear in a Section on the printed Quote Proposal. [23.02.072, UR90120962] |
| 7542 | 24.01 | SALES | QUOTES | IMPROVED | Users with proper permissions may now delete quotes with REJECTED status. [23.02.049, UR73378967] |
| 7543 | 24.01 | SALES | QUOTES | IMPROVED | Create Quote. When creating a new quote, the Payment Method is now brought over from the Customer as the default. [23.02.052, UR75859236] |
| 7544 | 24.01 | SALES | QUOTES | IMPROVED | Print Proposal action now includes option to include tax on proposal. Note: when Optional Items are included on the proposal, tax on these items will not display, nor be included in the total. In this instance, proposal will display message, "**Optional Items do not include Sales Tax." [23.02.067, UR87597298] |
| 7545 | 24.01 | SALES | SALES FORECAST | IMPROVED | Sales Forecast Quick View. Added Columns 'Reminder' and 'Reminder Comment.' [23.02.045, UR71088698] |
| 7546 | 24.01 | SALES | SALES LEADS | FEATURE | Sales > Sales Leads. Added Customer, Contact and Opportunity fields to the first section of the form. Renamed existing Contact field label to "Contact Name." When a sales lead is created / imported and the Sales Lead record has the email field populated: 1. The system will attempt to find an existing Contact with the same email address. If found, it will update the Sales Lead. 2. If an exact email match is not found, the system will attempt to find any Contact with the same email domain i.e. any email with '@solutions360.' If found, it will update the Sales Lead. 3. If no email match is found and the Sales Lead has a Company name populated, the system will attempt to find an existing Customer with the exact Company name. If found, it will update the Sales Lead. 4. If there are no matches, the Sales Lead will not be updated. Updates to a Sales Lead: 1. If a Contact is found via either email method, it will be linked via the new Contact field and the Contact's Customer will be linked using the new Cu [23.02.066, UR84414060] |
| 7547 | 24.01 | SALES | SALES LEADS | IMPROVED | Q360 Standard Sales Lead List Import map has been updated to include CURRENTVENDOR and CURRENTPRODUCT. [23.02.063, UR84914401] |
| 7548 | 24.01 | SALES | SALES LEADS | IMPROVED | Sales Lead > "Convert to Prospect" option has been renamed "Convert to Prospect/Opp." This option now displays a message, "Conversion in progress..." indication that the system is working on this. If the Sales Lead is linked to an existing Customer, (Customer field, NOT Company field), a new Customer will not be created. A new contact will only be created if the Contact Name field is populated, and the linked Contact's (Contact field) email does not match the email input into Sales Lead. [23.02.069, UR89154625] |
| 7549 | 24.01 | SALES | FIXED | Sales > Sales Admin > Sales Rep Global Change. Table filters now return correct results. Also paginated the procedure to handle large data set returns. [23.02.031, UR63494400] | |
| 7550 | 24.01 | SALES | IMPROVED | Sales Clearing Subledger. Added new columns: Order Item Status, Call #, Call Status, Project Status. [23.02.031, UR63606197] | |
| 7551 | 24.01 | SERVICE | CALLS | CHANGED | Previously, if a Phone Extension existed for the Contact or Caller, it was appended to the phone number on the Recurring Dispatch. This is no longer the case. [23.02.031, UR63157891] |
| 7552 | 24.01 | SERVICE | CALLS | CHANGED | Call scheduling > Global Schedule record title change. Title of Call schedules created in the RC will now default to "Call #### Schedule. - ." Title may be changed by editing the Assignment. [23.02.037, UR67320791] |
| 7553 | 24.01 | SERVICE | CALLS | FIXED | External User Service Call (Dispatch) form. Will no longer check PONum upon Edit/Save for external users. The field is set to readonly for External Users in page model. [23.02.023, UR56535083] |
| 7554 | 24.01 | SERVICE | CALLS | FIXED | Maintenance > Email Template Admin. Close Call email template no longer truncates email at 4000 characters and instead displays entire email contents. [23.02.035, UR65684515] |
| 7555 | 24.01 | SERVICE | CALLS | FIXED | Quote > Order > Call. When UNIFIEDTYP is on, quote and order are now linked to the associated call, and quote / order attached documents flow through to the call as expected. [23.02.050, UR74233581] |
| 7556 | 24.01 | SERVICE | CALLS | FIXED | Generating a call from a Recurring Dispatch with custom Frequency now respects the selected months. [23.02.057, UR80773547] |
| 7557 | 24.01 | SERVICE | CALLS | FIXED | Service Call > Extended Menu > Bill This Service Call. This action will now properly produce a warning message, "Call was billed but not Closed. Please check Dispatch Close Errors to Close Call" if the Call has Order items that have not yet shipped. This will not prevent the creation of an Invoice, however, will prevent Call closure if this is not resolved. [23.02.060, UR84536571] |
| 7558 | 24.01 | SERVICE | CALLS | FIXED | Service > Call tab > Recurring Dispatch. Work Orders created from recurring dispatch items will now auto-approve, eliminating the need for manual approval and increasing Service delivery speed. This auto-approval process functions for multiple Work Orders created from a single recurring dispatch. Note: Purchase Order requirement checks will still process prior to approval. [23.02.061, UR84539026] |
| 7559 | 24.01 | SERVICE | CALLS | FIXED | Call Report now properly pulls scheduled Start / End time from Global Schedule table and will display even if the Dispatched Tech is not the current Tech. Start / End Dates will show most recent Dispatched Date and will display even if date is in the past. Call Date will now display in Report header grid and CSR and Tech names will appear in lower section of Report. [23.02.068, UR88506152] |
| 7560 | 24.01 | SERVICE | CALLS | IMPROVED | Service Call > Service Cont. No. field. Amended underlying processes to allow for this field to default to a status of 'No contract info available' if a Product/Service Contract were not linked to the call. Field may now alternatively be populated with custom values via custom procedures if desired. [23.02.021, UR52738383] |
| 7561 | 24.01 | SERVICE | CALLS | IMPROVED | Service > Help Desk > Load a Call > Dispatch Tab > Dispatch Note. Dispatch Note field now allows HTML input. Clicking the pencil icon on the label input will open a modal with full HTML Editor Controls. [23.02.026, UR59592225] |
| 7562 | 24.01 | SERVICE | CALLS | IMPROVED | Service > Help Desk > Dispatch Tab. Moved all Technician dispatch filters into a filter panel, allowing the grid to maintain its ability to resize vertically, and still allow dispatch notes use the html editor component. Note: Filter panel expands by default. [23.02.030, UR62118674] |
| 7563 | 24.01 | SERVICE | CALLS | IMPROVED | Call Report now includes report header which displays Company contact information (Report Address). [23.02.058, UR82457398] |
| 7564 | 24.01 | SERVICE | DISPATCH Q | CHANGED | Dispatch Q. "Schedule" column is now "Next Schedule Date" and displays the next date a tech is scheduled (according to Global Schedule). Also impacts LDView_ServiceCall and WF_Queue_Call_List [23.02.021, UR55689123] |
| 7565 | 24.01 | SERVICE | DISPATCH Q | FEATURE | Feature change: Dispatch > Time Bill / Schedule Tab visibility now varies based on View Type. In Full View on Desktop and Mobile devices, both Schedule / Time bill will appear as tab and grids. In Tech View on both Desktop and Mobile Device, the only visible tab and grid will be "Schedule." [23.02.066, UR87486764] |
| 7566 | 24.01 | SERVICE | DISPATCH Q | FIXED | Service > Work Queues > Open Too Long. Dispatch Q: OPENTIME now loads without error. [23.02.056, UR80496427] |
| 7567 | 24.01 | SERVICE | DISPATCH Q | FIXED | Deficiencies are now created properly when submitting a Dispatch from QForms. [23.02.072, UR90960965] |
| 7568 | 24.01 | SERVICE | KNOWLEDGE BASE | CHANGED | Knowledge Base form now uses the KBASE permission (VIEW, EDIT, CREATE, DELETE options). This permission is now accessible to External Users (default = OFF). KBASE (view) permission now checked prior to opening Knowledge Base form from Toolbar and Menu. [23.02.063, UR85439111] |
| 7569 | 24.01 | SERVICE | LIVE DATA SOURCES | FIXED | LDView_RecurringServiceCall now allows user to customize grid. Reports calling on this data source will no longer produce an error. [23.02.060, UR84537047] |
| 7570 | 24.01 | SERVICE | MOBILE TECH | FIXED | Service > Calendar. Technician calendars will now properly display tasks. [23.02.034, UR64914869] |
| 7571 | 24.01 | SERVICE | PRINT OPTIONS | FIXED | Service > Help Desk > Extended Menu > Preview Billing. Regrading "Order Items in DATAENTRY Status," this message will now appear as a warning, but will not prevent the Print Modal from opening. [23.02.062, UQ75982761] |
| 7572 | 24.01 | SERVICE | PROGRAM EFFICIENCY | IMPROVED | Create Dispatch. Improved error handling for phone formats.. [23.02.052, UR75719896] |
| 7573 | 24.01 | SERVICE | Q360 HELP | IMPROVED | Service > Help Desk > Events. While inline grid editing, user may select from Type and Tech dropdown menu options (previously free-form entry columns). Type values are based on General Code DISPEVTTYP. Tech list contains all active technicians. Both dropdown menus match the fields on drilled in event form. [23.02.021, UR55843550] |
| 7574 | 24.01 | SERVICE | SERVICE ADMIN | FIXED | Service > Service Admin > Vehicles. Added CompanyNo to Vehicle form / table. [23.02.069, UR88508145] |
| 7575 | 24.01 | SERVICE | SERVICE ADMIN | IMPROVED | Deficiencies created by QForms are now automatically flagged as public. Deficiency documents created by QForms will now display a Customer No. and a link from deficiency.dispatchno. [23.02.059, UR83632242] |
| 7576 | 24.01 | SERVICE | SERVICE ADMIN | IMPROVED | Workflow > Service Overview. Report that feeds this workflow now allows blank (no value), "ALL" or "%" passed as a CALLSTATUS parameter and will also check the response TYPE in the DISPTRAN for the correct combination of TYPE or TYPE & COMMENT. This means that the workflow will now pull Customer Status codes properly. [23.02.068, UR82627312] |
| 7577 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contract > Line Items tab. Item Type for a newly added Service Contract now properly defaults to M Type. [23.02.021, UR52327897] |
| 7578 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contract. When Bill Frequency is FULLTERM, total now calculates correctly. [23.02.024, UR56961386] |
| 7579 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Customer > Service Calls tab > ADD Button > Select a Product linked to a Service Contract (SC) which has a Prevailing Wage Rate No. Upon Help Desk SAVE, if the Call does not have a Prevailing Wage Rate No, but the Service Contract does, the SC value will pull to the call. [23.02.031, UR62856605] |
| 7580 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Recurring Dispatch. Upon Save, phone number now formats properly. [23.02.031, UR63698580] |
| 7581 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract Billing Frequency - drop down menu now includes WEEKLY as an option. [23.02.031, UR63606499] |
| 7582 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contracts. Line items will no longer stop billing one cycle short of what is expected when the end reason code is populated. [23.02.033, UR62143300] |
| 7583 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Line Items > Coverage No column AND Service Contract > Customer Level > Service Hours. Service call coverage now respects settings at the Service Contract Customer level. [23.02.039, UR63899445] |
| 7584 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contract. Processing a service contract with Weekly or Biweekly billing frequency now properly sets the end date out 7 or 14 days respectively. [23.02.040, UR67711549] |
| 7585 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contract. When creating a service contract from an order, the system will now auto populate the Contact field based on the Order contact value. If the Contact field on the order is blank, the system will search for this value on the Customer record. [23.02.052, UR75031538] |
| 7586 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | When creating a Service Contract from an Order with a Block Amount Item, the Block Amount now properly takes qty (quantity) into consideration. [23.02.053, UR76168328] |
| 7587 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Ext > Create Quote / Opportunity > Approve Quote > Approve Order > Create New Contract > Line Items tab > Drill into Line item. Previously, the newly-created renewal Service Contract contained line items that referenced the sale order of the original contract. These should now only reference the renewal sale order. [23.02.054, UR77506606] |
| 7588 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service > Service Contract. End dates for Service Contracts are now correctly handled. When creating a Service Contract from a Project, the End Date is now properly set based on the RMR term if specified, or allows user input when the RMR term is blank. Additionally, Invoice dates now align with the Service Contract header dates to prevent discrepancies and confusion. [23.02.054, UR65053560] |
| 7589 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Vendor Subtab > End Date / Vendor Frequency. PO Receive SAVE procedure now properly updates Vendor End Date based on Vendor Frequency. Previously, Vendor End Date was calculated according to Bill Frequency on Service Contract header. [23.02.057, UR72917160] |
| 7590 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contracts > Bill Service Contracts. With regard to FULLTERM and AUTO renewal, Start Date and End Date now update properly and End Date is based on RMR Term. [23.02.059, UR83795956] |
| 7591 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contracts > Bill Service Contracts. Now properly updates End Date value and bills appropriate Service Contracts. [23.02.059, UR81848092] |
| 7592 | 24.01 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contracts >Bill Service Contracts. Service Contract list to bill using this option will now properly reflect all Service Contracts with a BilledThru Date up to AND including the date this action is performed. This result now matches behavior of the Service Contract > Extended Menu > Bill Service Contract option. [23.02.063, UR85891145] |
| 7593 | 24.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Previously, attempting to split more than 300 items at once would cause the system to lag indefinitely. A split of this number will now trigger a background job to run this split, leaving the user free to work on something else. User will receive a notification when the background job starts and when it finishes. [23.02.022, UR40391182] |
| 7594 | 24.01 | SERVICE | SERVICE CONTRACTS | IMPROVED | Quote > Order > Service Contract. Service Contract Documents grid now features checkboxes for Quotes and Orders. These may be used to used to filter the Documents grid results. These flags will are unchecked by default - default may be changed by right-clicking on the boxes. Note: Quote (view) and Order (view) permissions are required in order to use this feature. [23.02.059, UR81202929] |
| 7595 | 24.01 | SERVICE | SUBCONTRACTORS | FEATURE | Added Subcontractor subtab on the Customer form and Skills, License, Insurance, Rates and Regions subtabs. Added Subcontractor flag on Customer form (this controls appearance of Subcontractor subtab. Subcontractor Admin form added (controls fields in Skills, License and Insurance subtabs). See full Help Center article for usage details and instruction. Subcontractor information captured using this feature is informational-only, for the purpose of aiding in selecting a Subcontractor. [23.02.069, UR59747621] |
| 7596 | 24.01 | SERVICE | SUBCONTRACTORS | IMPROVED | Service > Service Admin > Subcontractor Admin. New modal - create, edit, delete Skills, Insurance, Licenses to be used on the Customer > Subcontractor tab. Ratings tab removed. Columns "Approved," "Approved By," and "Approved Date" removed from Customer record grid. [23.02.065, UR74917417] |
| 7597 | 24.01 | SERVICE | WORKFLOW | FIXED | Workflow > Workflow Definitions > Service Overview. Corrected default value for TECHDONE from TECHDONE (incorrect) to TECH DONE (correct). [23.02.049, UR70868355] |
| 7598 | 24.01 | SERVICE | FIXED | Service > Service Calendar. Task assignments now properly appear on the Service Calendar. [23.02.049, UR73010851] | |
| 7602 | 24.01 | GENERAL | RESOURCE CONSOLE | IMPROVED | Added new checkbox filter: Include Ext. Users. When un-checked (default) and no specific users are selected (i.e. Show All Users), External Users will not appear on the resource console. If there are any users specified in the users filter, the checkbox will have no effect. [23.02.029, UR61504832] |
| 7610 | 24.01.002 | ACCOUNTS RECEIVABLE | CREDIT CARDS | FEATURE | On the Add Credit Card modal, there is now a checkbox "Use Customer Address for Billing." When this box is checked, it will use the Address from the Customer record as the credit card Billing Address (existing functionality). When unchecked, the User will be prompted to fill in the address details. These fields will pre-populate with the Address information of the Customer's Invoice To Site. If the Customer does not have an Invoice To Site set, then it will pre-populate with the Customer record Address. The First and Last Name will default to the selected Contact's First and Last name. This applies to both Authorize.net and Forte integrations. [24.01.002, UR92171798] |
| 7611 | 24.01.002 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | SOV Header now properly includes a Project's Financial Start Date as the Contract Date. [24.01.002, UR92173044] |
| 7612 | 24.01.002 | GENERAL | CHANGED | Access Record Permissions. Admins no longer have access to secured records unless explicitly added to Permissions tab. NOTE: In the unlikely event that NO user has ben given permission to access a record, ALL users will have full access to the record. This ensures that the record is not accidently locked out from all users in the system. [24.01.002, UR93889527] | |
| 7613 | 24.01.002 | PROJECTS | FISCAL CALENDAR | FIXED | The Post Project option now checks to confirm that the GL Fiscal Period is closed. This action previously only checked the AR Fiscal Period for closed Status. [24.01.002, US3497122] |
| 7614 | 24.01.002 | PROJECTS | PROJECT CONSOLE | CHANGED | Admin Project creation. Project Type, Project Status, Task Status and Time Bill Category fields are now set to blank by default. [24.01.002, US2117202] |
| 7615 | 24.01.002 | PROJECTS | REVENUE | FIXED | Project form > Profit tab > Earned Revenue link. Add By and Add Date fields are now properly populated from the Journal entry. [24.01.002, UR91067018] |
| 7616 | 24.01.003 | ACCOUNTS RECEIVABLE | CREDIT CARDS | FEATURE | On the Add Credit Card modal, there is now a checkbox "Use Customer Address for Billing." When this box is checked, it will use the Address from the Customer record as the credit card Billing Address (existing functionality). When unchecked, the User will be prompted to fill in the address details. These fields will pre-populate with the Address information of the Customer's Invoice To Site. If the Customer does not have an Invoice To Site set, then it will pre-populate with the Customer record Address. The First and Last Name will default to the selected Contact's First and Last name. This applies to both Authorize.net and Forte integrations. [24.01.003, UR92171798] |
| 7617 | 24.01.003 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | SOV Header now properly includes a Project's Financial Start Date as the Contract Date. [24.01.003, UR92173044] |
| 7618 | 24.01.003 | GENERAL | CHANGED | Access Record Permissions. Admins no longer have access to secured records unless explicitly added to Permissions tab. NOTE: In the unlikely event that NO user has ben given permission to access a record, ALL users will have full access to the record. This ensures that the record is not accidently locked out from all users in the system. [24.01.003, UR93889527] | |
| 7619 | 24.01.003 | PROJECTS | FISCAL CALENDAR | FIXED | The Post Project option now checks to confirm that the GL Fiscal Period is closed. This action previously only checked the AR Fiscal Period for closed Status. [24.01.003, US3497122] |
| 7620 | 24.01.003 | PROJECTS | PROJECT CONSOLE | CHANGED | Admin Project creation. Project Type, Project Status, Task Status and Time Bill Category fields are now set to blank by default. [24.01.003, US2117202] |
| 7621 | 24.01.003 | PROJECTS | REVENUE | FIXED | Project form > Profit tab > Earned Revenue link. Add By and Add Date fields are now properly populated from the Journal entry. [24.01.003, UR91067018] |