Database

• Added: county table from Enterprise. This will allow reports to join on it for county information. case 44143
• Added city table from enterprise.
• Changed: useraccount.email to useraccount.workemail to be consistent with enterprise and presage schema
• Fixed a typo in the fuseraccounthassiteaccess function
• Added database function fgetinvoice_balance to get calculated current invoice balance for updating invbalance. case 44331
• Changed: (case 38185) fgetsetting and pchecksetting now defer to setting.defaultvalue over the default that was passed in as an argument.
• Added: column to fix case 44567
• Added: schema for new api token feature.

Login

• Changed: the email column has been renamed to workemail to match other products.
• Fixed: an issue where the login popup might be stuck in the "No DB Connection" locked down mode if the popup appeared while the database was unreachable. This could effectively lock the user out.
• Changed: store access is now checked through the fuseraccounthassiteaccess function instead of being checked directly.
• Fixed: an issue where the login dialog would not be visible if the main application window was minimized or off screen when the application was locked. Now, the popup will be centered in the main monitor if the application is not visible to center on.

Parts

• Fixed: an issue where the sale class (ecommerce delivery time) couldn't be entered.
• Fixed: an issue where the sale class didn't clear correctly when the parts screen was reset.

Quickbooks

• Changed: (case 45693) sale items pushed from quickbooks no longer add the text "Lineitem(xxxx)" onto the description of the item in QB. This held the behind the scenes lineitem # from ITrack, but it made printouts generated from QB not match printouts generated from ITrack as well, and some users didn't prefer how it looked.

Report Viewer

• Fixed: an issue where printing/previewing a report on the report viewer screen might not correctly save the user that performed the print.
• Fixed: an issue where the user that performed a print was showing "ID: -1" instead of "N/A" for any print job not run by a specific user.

Settings

• Fixed: an issue where the 'last run by' and 'last run date' were not being retrieved correctly from the database for reports.
• Changed: (case 38185) in the configure settings area, the user can now edit the 'default' column. Previously, this value used to only be for reference, but will now specify the value for new users/sites that do not currently have a value.
• Removed: the configure settings area no longer has a 'scope' dropdown. Also the user can no longer view or edit settings at other levels, as this behavior was deprecated previously.
• Removed: references to the no longer used cascade argument for settings, as they now operate at their specified level, and no other.

Vehicles

• Fixed: a memory leak when loading the bidding/teardown screen.
• Fixed: some layout issues on the bidding/teardown tabs.
• Fixed: (case 45670) an issue where a new teardown part with attachments on it would throw a database error. Now, creating attachments on newly created parts will save correctly.
• Fixed: (case 45663) the 'public' flag in the teardown now correctly defaults based on whether that part type defaults to shown online.
• Fixed: an issue where change detection wasn't working on the teardown public flag.
• Fixed: changing the public flag on teardown parts wasn't saving.
• Removed: hitting the distribute cost button no longer changes the 'public' flag on teardown parts.

Reports

Purchase Order (PO11in.rpt)

• Changed: (case 44036) aesthetic improvements. It looks cleaner and more like the updated Invoice now.

Database

• Changed: user column to username for wauser_account view.
• Added: wauseraccount view.
• Added: wauseraccess view.
• Added: function fgetcompanyproductcode, which is a product agnostic API for getting a company product code.
• Added: Adding in some stuff to ensure all customers are (or will be) on InnoDB tables
• Changed: Changed the psetalltablesto_engine proc to not allow two users to run it at the same time.
• Added: quickbookssynctoken column the customer table and wa_customer view.
• Changed: some columns on the inventory table to have matching column def as the invmaster table. case 40275
• Added: schema changes for qb online support.
• Added: payment method Quickbooks Online support.
• Changed: quickbooks_error entity enum to match the entity names expected to be send in the QB Online API.
• Removed: the unused field inventory.saledate from the inventory view and the inventory table.
• Added: support for specifying an email subject in reportqueue.
• Added: (Case 40162) Added some queries that will insert new eBay shipping types.
• Removed: pinvoicerecalculateall, which seems to be an unused repetition of pinvoice_recalculate
• Changed: pinvoicerecalculate is now faster. Now, we don't select all invoices' payment totals just to calculate a single invoice's balance.
• Added: (case 40433) new stored procedure, pinvoiceassessfinancecharges, which takes a customer, interest rate, and list of comma separated invoice ids.
• Added: cost column to Pro Web's wasaleline view.
• Added: trigger to set lineitem.cost to inventory.cost on before insert. Case 16554
• Added: query to drop the partattach table, which is the mapping table from before we had db attachments.
• Removed unnecessary definer SQL SECURITY DEFINER statements in function and view creation.
• Fixed: bug where the fcreatecustomer function was trying to reference customer.ssn which has been removed. Case 41092
• Added: queries to delete deprecated settings. case 40283
• Added: intoption_history table. case 25545. case 42239
• Fixed: (case 42224) an issue where right click graphing would not render correctly (sometimes) due to a race condition introduced by google into their charts.
• Added: (Case 41123) - Add Latitude and Longitude values to Pro's zipcode table

Appraisal Extension

• Added: support for disabling errors when testing if an appraisal connection is valid.
• Fixed: the query that performs the appraisal will now correctly report any errors it receives instead of throwing them away.
• Added: the 'choose appraisal source' popup now automatically sets the user's focus into the list control and hitting enter will select that item. This makes selecting an item with the arrows and hitting enter without using the mouse much easier.

Crystal Reports

• Changed: (case 40474) the 'choose which report to print' popup no longer has an orientation column, as it confused some users. Also, the 'default' checkbox column has been moved to the right so as to avoid confusion between this marking an item as a default print option and selecting the item to print this time. Also, changing whether a report is a default now immediately resorts the report list. This should make the function of favorite reports more obvious to the user.

Customer

• Removed: 'future' dates from date range pickers.
• Removed: (case 40283) the ability to embed pro web onto the customer screen.
• Added: better tab order for sales and quotes tabs.
• Changed: all numeric values in lists on the sales and quotes tabs are now properly formatted in the user's locale currency format. Also, column alignment and sorting has been improved on the sales and quotes tabs.
• Changed: the interest popup now formats currency in the user's chosen currency format.
• Fixed: (case 40433) an issue where assessing finance charges for an interest % that contained fractional rates (such as 1.5%) might not compute correctly.
• Added: the sales and quotes tabs now resize to the user's resolution.
• Fixed: an issue where invoices on the sales tab from the same day might not sort correctly.

Customer List

• Fixed: (case 40433) the user could not assess finance charges for an amount that contained fractional percents (like 1.5%).
• Changed: minor layout improvements and formatting in the interest charge dialog.

Customer Contact

• Changed: all the date range dropdowns no longer show 'future' date range spans.
• Fixed: (case 40538) the customer contact home page now correctly loads all stores into the dropdown.
• Added: the store dropdown on the home page now defaults to the store the user is logged into.
• Fixed: the from/to date range on the customer page now has 'none' check boxes so that the user can choose not to have a from or to end date. The date range dropdown is no longer free-type.
• Fixed: the from/to date range on the home page now has 'none' check boxes so that the user can choose not to have a from or to end date. The date range dropdown is no longer free-type.
• Added: (case 40437) 'In Person', 'Text', and 'Social Media' as contact options as per user request. New touchpoints now default to "Phone".
• Fixed: changing date dropdown/date pickers should now correctly change the results in real time. This was broken before.
• Changed: customer contact home page results now properly align their data.
• Fixed: customer contact home page now displays created date correctly, and all date columns sort correctly now.
• Fixed: column order and widths now save and restore correctly on all customer contact pages.
• Fixed: clicking in cells in the customer contact home page will no longer show date picker controls since the rows are readonly.
• Added: double-clicking a ticket or touchpoint on the customer screen's customer contact area will now allow the user to edit an existing touchpoint. Previously, this was not possible.
• Fixed: editing an existing touch point will not move its 'date entered' forward.
• Fixed: "Last Message" column on all customer contact areas now correctly displays the most recent touchpoint for the ticket.
• Added: tooltips for all customer contact list control columns.
• Fixed: proper list control alignment, sorting, and column widths for the customer screen page.
• Fixed: the page now resizes correctly so that the buttons can be easily read on the customer screen page.
• Fixed: previously, the home screen page would always color the items red. Now, items that are past due are a dark red, items due 'today' are dark blue, and all others are black.
• Fixed: label in the 'edit correspondence' popup to no longer use the term 'ticket'.
• Added: priority dropdown in 'edit correspondence'.
• Removed: references to an used 'close ticket' entry type.
• Changed: closed correspondences are now shown in a medium grey background.
• Changed: due date column is now bright red or blue depending on due date (instead of the entire row).
• Added: double-clicking a correspondence on the customer screen now always pops up the edit dialog, even if no touchpoint is selected.
• Added: 'created by' and 'days ago' columns in the touchpoint list on the customer screen.
• Changed: columns in the CRM area renamed for more clarity.
• Changed: add new touchpoint button now has a 'new' icon instead of an edit icon.
• Fixed: possible crash when editing a touchpoint.

eBay

• Fixed: several memory leaks occurring through normal usage of ebay screen.
• Fixed: several crashes that could occur when listing parts without first signing into eBay.
• Fixed: (case 39231) If you chose 'no returns allowed' you would see an error when sending the listing.
• Fixed: (Case 28577) an issue where some characters the user might copy + paste into a listing description could cause eBay to throw an error. They are now translated to the nearest matching character before upload.
• Fixed: several issues where clicking refresh or ebay sign-in would cause error messages instead of just taking the user to the 'sign-in' page.
• Added: if you've signed in successfully and then hit the 'reset ebay sign-in' there is now a popup that says it will clear the current info and asks the user if they are ok with that.
• Added: The listing page now shows the actual ebay category text for the current listing instead of its (useless) id #.
• Changed: The area where you see the formatted listing body (created from template) no longer removes all the line-breaks they put in the template. This makes it a lot easier to review the upload body. Also, that edit box no longer has horizontal scrolling.
• Fixed: eBay Site (us vs canada) wasn't implemented right and threw an error
• Fixed: a minor issue with paypay immediate pay
• Fixed: If you updated the auctions page, a floating date-time value would appear. There is now a datepicker labeled Last update from eBay
• Changed: Renamed Global Config to "Account Defaults", and "Advanced Config" to "Listing Templates"
• loading the screen with no token, then getting one wouldn't work right if sandbox mode was enabled without first clicking production.
• Loading the screen with a sandbox token wouldn't work unless you clicked into production, then back to sandbox.
• Removed a bunch of unused image handling code from the edit listing dialog.
• Fixed: (case 39600) an issue where choosing "Car and Truck" in the ebay configuration vs "motorcycle" will be remembered instead of always falling back on the global setting that controls whether a company is an Auto, Truck, or Motorcycle yard.
• Fixed: some currency values are now properly sorted in the user's locale format.
• Added: (case 39820) better sorting to the list columns in the auctions page, listings page, and transactions page.
• Fixed: a memory leak that would occur each time an invoice was saved.

Home

• Removed: 'future' dates from date range pickers.
• Fixed: memory leak on bids page.
• Added: (case 39078) an issue where quote default sorting was confusing because the expire date was not shown on the screen even though that is the default sort of the quotes.
• Changed: all currency fields are now right aligned and formatted using the users default currency format.
• Changed: all dates and document ids are now right aligned.
• Fixed: an issue where sales with an invalid 'invoice date' were supposed to show None in the date column but they were not.
• Changed: The lost sale date range dropdown was a typeable dropdown instead of a drop list like all the others.
• Removed: (case 40283) the ability to embed pro web onto the home screen.

Login

• Fixed: (case 40105) an issue where changing users would trim the users' account names to 20 characters.

Master

• Fixed: (case 39506) an issue where the application might load the same module more than once, which could lead to crashes in some corner cases.

Options

• Fixed: (case 39646) an issue where the edit->options general page wasn't loading settings correctly.
• Removed: (case 40283) the "Pro Web" settings tab where the user configured whether certain pages of the software would be rendered using the web interface. Now, all screens are rendered locally instead and users can use their favorite browser to use pro web.

Parts

• Removed: the unused field inventory.saledate is no longer referenced by the screen.
• Fixed: (case 39801) an issue where the "The part was saved and given tag # xxx" now correctly shows up again.
• Fixed: (case 38471) an issue where duplicate attachments were not showing the correct error message.
• Removed: (case 40283) the ability to embed pro web onto the parts screen.
• Added: (case 41030) when the user clicks the "New" button, the "retain vehicle info" checkbox is now respected, like it is with the Save and New button.

Sales

• Fixed: (case 36862) an issue where a customer that was modified while an invoice was open to that customer might show (but not save) changes to the shipping address. Now that information will save.
• Fixed: (case 40532) an issue where saving an updated invoice would not save a new shipping phone # or country.

Search

• Fixed: (case 39506) the screen no longer attempts to connect to the appraisal server when the screen is opened (truck yards only). Now, we save this for when the user hits the appraise items button.
• Hidden: the parts search order by dialog has been hidden because it does not seem to be used in part searches.

Settings

• Changed: loading product codes now reads from the store table instead of the companyinfo view.
• Changed: (case 39659) when the software gets global or store settings, 'more specific' setting values (user/store for global settings or user for store settings) will no longer override setting values at the desired level. This means a company can no longer override global settings with store level preferences or user level preferences, but this was a rarely used feature, and it seemed to cause more confusion than it fixed.

ITSQLFramework

• Fixed: (case 39506) an issue where the error reporting dialog could cause a crash if the settings module had caused a crash before.
• Removed: the unnecessary and confusing text "APPCRASH" that was added to some unknown mysql client errors.
• Fixed: if there is an issue establishing a secure connection to the database (and secure connections [SSL] are enabled) the error "APPCRASH: the operation completed successfully" will no longer be shown instead of the intended "SSL is not configured correctly or secure connection refused."

QB Toolkit

• Fixed: several memory leaks on this screen.
• Fixed: (case 39935) an issue where the invoice/CoGS/payments export tab on the QuickBooks screen did not have export checkboxes on the items.

Quote

• Fixed: (case 39882) an issue where the expiration date options page was locked down when it shouldn't be.

Vehicles

• Fixed: opening this screen no longer globally disables appraisal errors (which affected the search screen as well).
• Fixed: (case 38471) an issue where duplicate attachments were not showing the correct error message.
• Removed: (case 40283) the ability to embed pro web onto the vehicles screen.

Reports

Customer Activity Summary (CustomerActivitySummary.rpt)

• Fixed: (case 38621) changed a left join to a join, report was including all customers regardless of whether they had any activity in either interval
• Changed: (case 38621) added to the header for clarification

Default Invoice (Invoice11in.rpt)

• Fixed: (case 40668) fixed ship country to care about invoice.shipcountry, not customer.shipcountry

Open Purchase Orders (OpenPurchaseOrders.rpt)

• Fixed: (case 39778) reference to deprecated field, status.

Tag (Tag.rpt)

• Added: (case 40190) a new setting that shows a second barcode higher up on the report when enabled. It shortens description to make room.

Sales By Vendor (SalesByVendor.rpt)

• Added: (case 38915) a new report to show sales by associated inventory vendor with filter options for no associated vendor only, and all excluding no associated vendor

ITrack Pro has seen several changes over the last several years; this is a list of what we've been working on during that time.

CreditCardProcessing:

• Added: Improved payment method handling when using credit card processing on the sales screen.

Customer:

• Fixed: (case 29053): Updating invoice balances and paid amounts accounting for voided payments now uses a stored procedure.
• Added: (case 28568): Customer Response tab added, for viewing customer responses and entering customer response information.
• Fixed: (case 27136): The customer screen payments menu now supports ICVerify and the new credit card dialog.
• Fixed: (Case: 32751) : Resizing of the customer unit, quotes and sales tabs now work correctly.
• Fixed: (case 32230) tax expiration date will now save and load correctly when the user is in a non-US date locale format.

CustomerContact:

• Fixed: Most touchpoint information shown is now from the most recent touchpoint on the home and customer screen.
• Added: Multi customer correspondence creation from the customer list screen
• Fixed: Touchpoint type filtering removed
• Fixed: no longer comparing a ITDateTimeSetting to 0, as it was an ambiguous conversion.
• Fixed: the store id for tickets didn't match the setting of the store the user was logged into.

CustomerList:

• Fixed: (case 23192) A printing bug has been fixed.
• Fixed: (case 23192) A bug with customerlists has been fixed.

CustomerResponse:

• Fixed: (case 28583): Removed erroneous foreign key constraints.
• Fixed: (case 29559): Payments are now selected and shown by default.
• Added: (case 29559): Customer contacts can now be saved in ITrack.
• Added: (case 28568): Tickets can now be assigned
• Fixed: (case 28568): Customer names are now displayed instead of IDs on the home screen.
• Fixed: (case 28568): A crash that happened when opening the customer screen from the home screen.
• Fixed: (case 28568): Cleaned out unused code.

Database:

• Fixed: the chart template now supports aggregate column charts.
• Fixed: chart data with invalid X axis values is now ignored.
• Fixed: two update queries that were generating errors have been corrected.
• Fixed: Increased length of useroption option column from 50 to 80 for existing databases.
• Fixed: : The missing table lostsale has been restored.
• Added: support for report parameters that are put directly into queries and should not be escaped.
• Added: (case 25384) emailed scheduled reports can now have an overridden email body, 'from' address (for email replies going back to specific address), and attachment name (for naming the report pdf attachment).
• Added: (case 25389) the right-click graphing template has been updated to facilitate line types.
• Added: (case 285583) Schema creation queries added for Customer Response Management subsystem.
• Fixed: (case 29488) the Merge permission for customers was missing in the ITrack Pro database creation scripts.
• Fixed: (case 29488) created a better version of the query that inserts the Customer Merge permission.
• Fixed: (case 33154): Database errors no longer occur when creating a database for a new client.
• Removed: some views that Pro Web no longer needs.
• Changed: wa_quote view to include document type
• Added: invoice adjustments can now be applied to things more specifically.
• Added: Corrected an issue with user permissions.
• Fixed: Improved the speed of gathering aging data. (case 33630)
• Added: Behavior for whether credit card dialogs should appear by default for payments.
• Fixed: Quote expirations are now correctly handled.
• Fixed: Salesman renamed to salesperson. (case 34430)
• Added: Support for longer report parameters for automated reporting.
• Fixed: I think this might be the issue the customer was having in (case 23900) where they couldn't print a PO receiving list. The screen wouldn't let you if you didn't have the PO add and edit permission, which is dumb since that dialog doesn't actually change anything.
• Changed: The yes/no buttons have been renamed to "Close PO" and "Leave PO Open", respectively. (case 23706)
• Changed: (case 24186) The Sales screen will no longer warn about a missing authorization number for your payment method if the payment amount is zero.

DataManagement:

• Added: defaults for status and store for inventory add and inventory update.

EBayExtension:

• Fixed: (case 21613) We now support cancellations for auction listings.
• Fixed: (case 16517) Sales and Quotes now prompt to cancel ebay auctions, remove line items or ignore the problem when selling or quoting an item would deplete stock for a live auction.
• Fixed: (case 15775) The eBay open screen permission now works correctly. This should've fixed a similar issue with Data Management and ITrack Online.
• Fixed: (case 18603) eBay now creates well formed customers with the standard defaults.
• Fixed: (case 18035) Added a setting, configurable from the config screen, for whether the BuyItNow price is retail + core or just retail.
• Fixed: (case 22231) Global Shipping setting now pulls into the edit details screen and the listing.
• Fixed: (case 29721): Maximum title length has been significantly extended.
• Fixed: (case 15883) PayPal Immediate Pay UI/Dialog behavior has been added. Sending through the eBay API still needs doing.
• Fixed: (case 22323) The Manufacturer Part Number / Brand missing error should no longer occur.
• Fixed: (case 22323) Ebay now displays friendlier shipping names
• Fixed: (case 26002) The invoice screen is now cleared when a new invoice is sent from ebay.
• Added: (case 27829) VIN now populates and is submitted with eBay listings.
• Added: (case 15869): Added a user permission for cancelling ebay auctions.

Graphing:

• Added: the right click graphing dialog now has the following new features:
• * Advanced mode: the user can go into 'advanced mode' when building a chart. This shows various extra options that may not always be required when generating a basic graph. The user's selected mode will be remembered.
• * Trendlines: the user can choose to display trendlines for each data series on the graph. If the user is in advanced mode, they can choose the type of trendline as well as whether the trendline's formula and fitness should be displayed in the legend.
• * Point shape: (Advanced mode only) the user can choose the shape of the points in a line/scatter chart for better black&white printout or colorblind accessibility.
• * Cumulative series: (Advanced mode only) the user can choose to make a data series cumulative, making it so that all values will include all previous values in the same series.
• Changed: current graph template has been modified to no longer show scrollbars in embedded IE windows (required a slightly bigger buffer around all sides). The way the graph resizes has been optimized slightly to better use available screenspace.
• Changed: current graph template has been modified to properly handle cumulative data series, trendlines, point shape selections, etc.
• Added: an error message to chart generation that will stop the user if they choose a discrete (non-numeric, non-date) x axis for a line or scatter graph. While these graphs technically work, they are not very useful.
• Added: (case 20434) support for saving chart templates as well as using saved chart templates.
• Fixed: an issue where the right click graph template would show unnecessary 0.00 points in line charts if the series was cumulative.
• Fixed: line charts with missing points are now smoother and interpolate between those points.
• Fixed: a crash when adding new saved chart templates.
• Added: (case 22765) any list with saved graph templates can now be run easily by right-clicking on any list with saved graph templates.
• Added: better support for date/times in right-click graphing for x-axis values.
• Fixed: an issue where sending data with line breaks to right-click graphs could cause errors.
• Updated: the current graph template.js has been updated with Zach's current template.
• Added: hard-coded 'Solid' for the line type of all series' created through right-click graphing.

Home:

• Fixed: (case 27100) The home screen now fully supports lost sales.
• Fixed: (case 27100) The open and closed radio buttons now function as expected.
• Fixed: (case 27100) Opening a document on the quote screen from the home screen correctly loads the document type.
• Fixed: (case 27100) Remove Line Lead Status as the parent document already has an open status.
• Fixed: (case 27100) The dropdown menus for Lost Sales as well as the document selector on the Quote screen no longer allow custom values.
• Added: (case 27100) Added the Lost Sale Dialog to SVN.
• Added: (case 28568): Customer Response tab added, for viewing customer responses.
• Fixed: Fixed a memory leak found while using the customer screen.
• Fixed: Crash related to customercontact and home fixed.

Importer:

• Fixed: (Case: 32751) : Resizing of the import tab now works correctly.

Login:

• Changed: (case 21451) Logins are more secure.

Master:

• Changed: the error reporting system now formats Windows COM errors in a more easy to understand format. These errors could be reported by partner applications, such as QuickBooks, VINPower, and Crystal Reports.

Options:

• Added: The ProWeb Parts screen now has a setting accessible from options.
• Fixed: (case 30517): Tax items can no longer be given a name exceeding the maximum accepted length in the database.
• Fixed: (case 24357): Midstream conversion of the tax item dialog to use DAOs.
• Fixed: (case 24357): Tax rates now support up to four decimal places.

Parts:

• Fixed: (case 21061) Minor text fixes.
• Fixed: (case 26440) Setting manufacturer/Model/category pricing if a setting is turned on. This is a midstream commit, but all functional code has been commented out.
• Fixed: (case 27769) Manufacturer and Model now loads for subparts in the breakdown tab of the parts screen that have a comment set.
• Fixed: Refactored a small portion of the PartInfoPage and PartsView.
• Fixed: (case 27769) Manufacturer and Model now loads for subparts in the breakdown tab of the parts screen that have a comment set.
• Fixed: Refactored a small portion of the PartInfoPage and PartsView.
• Fixed: (case 28541) Documents no longer affect the last modified date on part records.
• Fixed: (case 28541) Part Info terms have been changed to more accurately reflect their intention.
• Added: (case 28695) A retain vehicle info checkbox has been added to the vehicle section of the part info tab of the parts screen. When checked, the previous default of retaining vehicle info on save and new will occur. When unchecked, vehicle info will not be retained on save and new. This setting is saved on a per use basis.
• Added: (case 28695) Moved accessing page member variables out of the view.
• Added: (case 28671) Records on the quote screen will no longer become confused as to what document type under a very specific set of conditions.
• Fixed: (case 30940): The parts screen now supports ProWeb.
• Fixed: (Case: 33140) : Resizing of the Part Info and Sales tabs now work correctly.

PartConfiguration:

• Fixed: (Case: 32751) : Resizing of the categories, make model, part model and teardown tabs now work correctly.
• Fixed: (case 32090): Part Type names are now unique. Any existing duplicate part type names will have the part type number appended to the part type name for the higher number part.
• Fixed: an issue where an uninitialized value was being referenced accidentally.

ProOptionsExtension:

• Fixed: Returned a missing edit button.
• Fixed: Added a toggle for the ProWeb version of the Parts screen.
• Added: a "Configure Shipping Integrations" page for configuring SAV and DLS shipping integrations.

PurchaseOrders:

• Added: (case 25115) Added a Tag Per Quantity checkbox for all purchase order lines so that the number of tags to be printed is more apparent. Additionally, checking this checkbox will change that setting for all instances of this inventory item in purchase orders.
• Fixed: (case 25115) Changed text from Tag Per Quantity to Tag/Quantity.

QBToolkit:

• Fixed: (case 20246) The invoice tab now uses a tree control, payments and cogs are sorted as children of invoices were possible. Additional usability changes will be made later.
• Fixed: (case 21351) Things auto-expand, and the flag column has been removed.
• Added: (case 23404) There is now a default to none setting present on the config tab of the quickbooks screen. If enabled, every other quickbooks tab will act as if you'd pressed "select none" when it loads.
• Fixed: (case 23404) Flipped the verbiage and effect of the preference. It now reads "Checky by default" and is enabled by default for the old behavior. unchecking the box will have the new effect of not checking any boxes.
• Fixed: (case 23404) Corrected an ID change error.
• Fixed: (case 23891) Exported customers now appear correctly when the exported radio button is clicked in the customer tab of the quickbooks page.
• Fixed: (case 27138) Error states no longer cause infinite loops when syncing.
• Fixed: (case 27138) Reverted erroneous include.
• Fixed: (case 27260) Invoice exporting now exports all the selected items.
• Fixed: (case 29171): Ignoring items from double clicking no longer syncs them with quickbooks before ignoring them in ITrackpro.
• Fixed: (case 26303): Models should now load if the vehicle screen has been opened.
• Fixed: (case 30520): Unchecking a payment on an invoice no longer causes an endless lockup.
• Fixed: (case 22352) Fixed an issue with the other tab and the part types tab not loading anything in the quickbooks screen.
• Added: (case 23814) ITrack invoice comments are no longer appended to quickbooks invoice comments.
• Fixed: (case 20137) Resale Number is now sent with the customer record when adding or modifying accounts to QuickBooks from ITrack.

Quotes:

• Fixed: (case 34723): The quotes screen will no longer open if the user does not have permission to view the quotes screen.
• Changed: fcountfilereferences function to include customerfile in its count.
• Added: interchange_file table
• Added: reorder report query for pro web
• Added: interchange_file to the function that counts file references.
• Updated: fgetattachment_id function to include customerfile and vendorfile
• Added: finventoryattachment_count function with parameters for type and public flag.
• Changed: useroption column definitions to better match Enterprise and thus avoid errors for settings designed for product-agnostic code. (case 34608)
• Fixed: (case 25744) Sales Lead document type added to the quotes screen.
• Fixed: Reverted an errant midstream commit keeping pro from compiling.
• Fixed: (case 25744) Sales Lead document on the quote screen now load correctly.
• Fixed: (case 25744) Document type values now clear and load correctly.
• Fixed: (case 27100) Added the table creation query for Lost Sales.
• Added: (case 33944) support for DLS shipping quotes on the quotes screen to work just like the sales screen.
• Fixed: an issue where the shipping quote button's clickability was not correct when the user opened a fresh quote.

Reports:

• Fixed: (case 27284) Reports going through the report queue allow 10,000 characters, up from 250.
• Fixed: (case 29417) Inactive customers were causing the Aging report to show different numbers than Sales reports.
• Fixed: a bug where, when viewing a past invoice that has a now-inactive customer on it, the screen would not load the customer information. (case 30172)
• Changed: Make & Model column no longer displays the tracking number at the end. This being at the end could confuse the user into thinking that number is part of the model name or something. These days we have a dedicated tracking # column anyway. (case 24796)
• Added: Gasket Kit part type. (case 29387)
• Changed: (case 30683) Reverted the custom ARA Invoice back to an earlier version that Fred at ARA preferred, then changed its name so that it would not be overwritten by the Auto Updater.
• Fixed: PickList.rpt now shows the 2nd address for the customer.
• Fixed: PickListBarcodes.rpt now shows the 2nd address line for a customer.
• Fixed: (case 34458) Changed Bray's custom invoice to reflect that they've been in business for 25 years now, instead of 20.

ReportViewer:

• Added: (case 26378) BCC field to the mass-mailing system.

Sales:

• Added: (case 27615) Split out icverify from the main payment window in sales.
• Fixed: (case 28307) Changing values for negative quantity line items with a positive core price and a regular price of 0 no longer crash itrack.
• Added: A permission for editing comments on existing invoices.
• Fixed: The permission hierarchy has changed to more clearly indicate which permissions affect existing invoices only and which affect both existing and new invoices.
• Fixed: (case 30192): Fixed a crash when answering no to creating a duplicate part on a sales order.
• Fixed: (case 30192): Fixed an issue with user editable sales order permissions
• Fixed: (case 30492): Users with permissions to add new invoices once again can change anything on a new invoice.
• Added: TaxItem objects added to pro.
• Fixed: (Case: 33856) : Costing can no longer be updated with an empty vendor field and then updated.
• Fixed: (case 34046): When loading a quote as an invoice, split payment mode is correctly cleared.
• Fixed: Cleaned up a function with an unused argument.
• Changed: the "shipping quote" button has been changed to a dropdown button to support DLS as well as SAV.
• Added: there is now a DLS shipping quote option in the dropdown for sending the current sale to DLS to get a shipping quote or to schedule a shipment.
• Changed: ORDER BY to be company, name instead of customernum, customeroption.optionnum (case 30688)

SalesEstimate:

• Fixed: (Case: 32751) : Resizing of the Inventory estimate tab now works correctly.

Search:

• Fixed: (case 23132) The location column on the search screen no longer shows incomplete duplicated quantity data correctly shown in the status column
• Fixed: (case 16229) I've split out and added the columns. The Committed quantity column isn't correct.
• Fixed: (case 24665) Quantity Committed is now Quantity allowed on the search screen.
• Added: (case 16226) Internal Notes is now available as a flex field.
• Fixed: (case 27251) Corrected bug where quantities were loading for the next column down.
• Fixed: (case 27277) Colors on the search screen once again show what they're supposed to.
• Fixed: (case 27277) Quantity Allowed now loads correctly.
• Fixed: (case 27277) Corrected the header from Quantity Allowed to Quantity Available.
• Added: (case 27373) Credit Card Processing added to the sales screen.
• Fixed: (case 27340) The Customer List no longer scrolls to the side.
• Fixed: Removed unused functions and pulled repeated code into functions.
• Fixed: (case 27739) Fixed colorizing once again.
• Added: (case 27615) Midstream commit of creditcard processing in pro. It's basically working, but cleanup remains.
• Added: (case 27800) CustomerList with balance checked showing all customers no longer crashes when invoices with a null customernum exist.
• Added: (case 27789) InternalNotes now populates in the flex field dropdowns of the vehicle search screen.

Settings:

• Added: (case 20434) support for saving/loading stored chart configurations.
• Fixed: (case 28048) Layout improved for ProWeb options settings.
• Fixed: modified column orders and column widths should no longer be lost if the number of columns in the list has changed since the last time the column order was saved.
• Changed: saved chart templates are now only loaded once, making graph dialogs and right clicking in list controls faster.

TransactionList:

• Fixed: (case 25468) Date ranges now load correctly from the dropdown.
• Fixed: (case 25468) Reverted non-functional user preference changes.
• Fixed: (Case: 32751) : Resizing of the transaction list view now work correctly.
• Fixed: (case 26813) Added an index to the lineitem table to speed up the transaction screen.

Update.sql

• Added: (case 22639): PurchasedPartsByVendor.rpt parameters updated
• Added: (case 21673) a line to hide the old version of the Billing report (Billing5.rpt) now that they've had some time with both Billing reports.
• Added: (case 22840) adderscript for InventoryInStockByLocation.rpt
• Added: (case 22840) a line to remove an old parameter from InventoryInStockByLocation.rpt, store.
• Added: setting to have the "print tag" checkbox get automatically checked when the user receives an item on a PO. (case 23096)
• Added: (case 14114): adderscripts for three new avery 5160 reports: CustomerAddressLabel5160.rpt, Label5160.rpt, and LabelLocation5160.rpt
• Added: (case 25961) adderscript for the new Avery label reports, ReturnLabel5160.rpt, CustomerAddressLabel5160.rpt, Label5160.rpt, LabelLocation5160.rpt
• Added: (case 26135) adderscript for SalesWithCost.rpt
• Changed: There is now a single report type for teardowns, instead of 3. The new report type is just 'Teardown'. (case 27110}} {{case|27110)
• Added: (case 27151) adderscript for the new Teardown report with report.type = Teardown. Also hides reports with the older report type. This should go out at the same time as the update to the Vehicles Teardown tab that changes what report type it looks for.
• Added: stored procedure for accepting a bid. Takes a vehicle bid id and the 2nd parameter is if the other bids associated with the vehicle should also be closed(bool). (case 27202)
• accept bid procedure now sets the vehicle status to A
• set taxitem.BreakPoint to NULL where it's 0
• Fixed: a query error that would occur for taxitems with no BreakPoint value when closing the options dialog. (case 27275)
• Fixed: An issue where items would be colored incorrectly. (case 27325}} {{case|27325)
• Added: (case 25933) a script to remove (hide) InterchangeUpdate.rpt. It is being deprecated.
• Added: (case 26015) Adderscript for new report, BreakdownPerformanceByPartType.rpt
• Added: (case 27398) adderscript for InterchangeReport.rpt
• Added: (case 26538) an adderscript for the new report, BillOfLadingLineItems.rpt
• Added: new table for caching vin audit ids so they can be reused for future reports
• Added: new view for settings(useroption)
• Added: (case 27902) adderscript for SalesByState.rpt
• Added: (case 27623) adder for Billing.rpt
• Added: (case 28266) adderscript for the new report, PurchaseOrderLineStatus.rpt
• Fixed: (case 28266) changed report.orientation to Landscape in the adderscript for PurchaseOrderLineStatus.rpt
• Fixed: removed an alter view for wacategorypricing that would occur before it even existed.
• * It's been replaced by a create view statement.
• Fixed: a bug where a query error would occur when adding/changing a tax item in edit > options. (case 29111)
• Added: (case 21021): a line that would remove the old setting, 'Tag: always hide qr code', because it is being replaced by 'Tag: enable qr code'. Both of these are set to 'False' by default in the report itself.

Vehicles:

• Fixed: (case 21061) Teardowns will now assume the "Show Online" status set by part type from the part configuration screen when entering new parts.
• Fixed: (case 19196) Added OEM, Serial and More fields to teardowns.
• Fixed: (case 2062) disabled part types no longer show on on the teardown tab.
• Fixed: (case 19196) Renamed More column names for consistency.
• Fixed: (case 2307) Attachments are now fully functional on the teardown tab.
• Fixed: (case 2307) Bugfixes for attachments on the teardown tab of the vehicle screen.
• Fixed: (case 25659) The attachments button is now disabled when selecting bidparts.
• Fixed: (case 26075) Make, Model and Year values are no longer updated for parts on a teardown for a vehicle.
• Fixed: (case 26075) Commented out the queries that were causing duplicate entry errors.
• Fixed: (case 27115) Vehicle Questions and answers now load correctly.
• Fixed: (case 27115) Vehicle Questions and answers no longer erroneously overwrite the teardown name.
• Fixed: (case 27257) Vehicle teardown change detection is no longer overactive.
• Added: (case 28049) Support for ProWeb's vehicle screen added.
• Added: (case 28049) Refactored global functions.
• Added: (case 28048) Settings now contains a ProWeb tab for toggling individual screens per user.
• Added: (case 28048) Added necessary files for the new options tab.
• Added: (case 28048) Moved a file to the correct header subfolder in visual studio.
• Added: (case 28695) Purchase order support for embedded ProWeb added.
• Fixed: (case 11294): Next Vehicle now loops to the first vehicle if there is no next vehicle. Previous Vehicle now loops to the last vehicle if there is no previous vehicle.
• Fixed: (case 31955): The part status change dialog when saving a vehicle which has its status changed now only prompts to change status on parts sharing location with the vehicle, as intended.
• Fixed: Added missing column to the data management schema.
• Fixed: (case 31676): Inactive vendors no longer show in the costs tab of vehicles.
• Fixed: (Case: 32792) : Removed trailing zeroes from mileage.
• Fixed: (Case: 32792) : Removed trailing zeroes from mileage.
• Fixed: (Case: 32751) : Resizing of the basic, finance and performance tabs now work correctly.
• Fixed: (Case: 33140) : Resizing of the Part Info and Sales tabs now work correctly.
• Fixed: (Case: 33149) : Costing can no longer be updated with an empty vendor field and then updated.
• Added: (case 29447) VINPower errors are now reported with more specific and easy to understand error messages. This includes the error for invalid developer code and invalid path. Also, these errors now use the shared error reporting dialog so that they can be reported to ISoft support.

Vendor:

• Fixed: (case 553) Purchase Orders can now be Voided
• Fixed: (case 14854) Purchase Order footers on the Vendor screen now correctly show totals for Subtotal, Tax, Shipping and Total for non zero values.
• Fixed: (Case: 32751) : Resizing of the additional info and purchase orders tabs now work correctly.

WebApp:

• Added: (case 28774) Per page settings are now disabled instead of hidden. if the general preference is disabled for using the web app, then the individual screens become unchecked.
• Fixed: (case 28774) Warnings on the vehicle screen are now supressed while using the web app.
• Added: (case 28774) Per page settings are now disabled instead of hidden. if the general preference is disabled for using the web app, then the individual screens become unchecked.
• Fixed: (case 28774) Warnings on the vehicle screen and customer screen are now suppressed while using the web app.

Miscellaneous:

• Added: lineitems for transactionalizing cost. (case 16554)
• Added: taxrate column to the invoice table to transactionalize tax rate. (case 31111)
• Added: Vin notes are now stored from the vin decoder.
• Added a control for the pro web parts check option.
• Fixed an issue with a skipped database update.
• Added a text file with instructions for releasing itrackpro from beta.
• Changed: more field names so that automatic snake <-> camelCase would work correctly.
• Added: web app views for category pricing and category set
• Removed: reference to itrackpro database name.
• Added: single-column primary key to category_pricing
• Changed: nullability of various default price columns
• These schema changes will go into update.sql once we have the needed changes made in the desktop.
• Added: needed permission queries for data management screen. (case 9260)
• Added: vehicleunit column to the partuse table. case
• Added: using the customer's yard type, we automatically set 9000 or 900 to be vehicleunit true. (case 16220)
• Added: inventory post update trigger that will keep the status of the vehicle synced with the status of any part type from the vehicle that is flagged as a whole unit. (case 16220)
• Added: Tax rate columns to quote and purchaseorder tables
• Added: country to companyinfo
• Removed: taxrate from quote and purchaseorder tables as that's not exactly how we're going to solve that case.
• Added: companyinfo view that only returns store 1. it can still be updated, thus nothing should need to change in the desktop.
• Added: Polaris make and models. (case 10653)
• Fixed: a bug where the 'Vehicle Model List' import type for Data Management wouldn't get created and instead a duplicate of 'Inventory Model List' would.
• Added: store view.
• Added: storeid is now an auto increment with no default of 1
• Removed: ssn column from the customer table. (The UI was removed from ITrack Pro over 4 years ago)
• Changed: some query handling on part q & a
• Changed: 'VIN #' to 'VIN'
• Fixed: a crash that could occur if the user selected an item, tried to load a po that didn't exist, and then clicked the delete button. (case 21306)
• Changed: when loading a po, it now checks for the existence of the po number before asking them of they want to save. If the PO doesn't exist, the state remains the same.
• Changed: the "do you want to save" dialog when loading an existing po with an unsaved po on screen now uses the shared "do you want to save" dialog from common resources.
• Fixed: a bug where empty lines would get created on the client and saved to the db. (case 21235)
• Added: db versioning info
• Fixed: a bug that was a regression from (case 19698) where some of the bid-only controls should have been hidden and instead would appear on top of the list control. (case 19698)
• Added: tooltip text to applied credit checkbox.
• Changed: Tax Items tab in Settings now uses ENUMs for the query results and the list control.
• Fixed: a crash that could occur(at least in debug) if the user clicked on the list but not on an item.
• Fixed: (case 22371) an issue where clicking to show/hide series on a stacked column graph without trendlines would not work correctly.
• Fixed: an issue where showing an hiding a series with a point type other than Circle would cause the newly unhidden points to be circular.
• Fixed: (case 22580) File >> Page Setup >> No printer was unchecked, and it needs to be checked or weird, hard-to-troubleshoot issues happen sometimes.

Customer

• Fixed: a bug where voiding an invoice with an already voided payment would prompt to void the payment. (case 19062)

eBay

• Added: a freight shipping option (case 17328)
• Added: a transaction screen (case 18921)
• Fixed: a number of crashes involving missing configuration values (case 17945)
• Fixed: buyer information pulling correctly into invoices (case 18849)
• Fixed: filtering was improved (case 19012)
• Fixed: load times improved (case 19012)

Interchange

• Fixed: a bug where entries in the model dropdown could appear multiple times. (case 18921)

Part Configuration

• Fixed: a bug where deleting a part type could cause a query error to appear. (case 18329)

Parts

• Fixed: a bug where Q&A may not appear for part types in a set. (case 18352)

Report Viewer

• Added: Reports are now shown in a tree rather than two lists. Also, a report can now be in multiple categories.
• Added: Report favorites!
• To add a report as a favorite, select the report in the list and then click the Favorite button below
• Reports that you favorite will now appear at the top of the list in their own category.
• Favorites are per user and not shared with other users.
• Added: Print Queue tab. This tab lets you see all print jobs that are run from ITrack Pro or ITrack Pro LX.

Sales

• Added: users can now perform lineitem lookups using UPC. (case 18106)
• Fixed: a bug where a customer's credit limit could be triggered incorrectly on reopened invoices (case 18214)
• Fixed: an issue where, if a manager bumps a customer's credit limit after an invoice with the customer was already started, the new credit limit would not be respected. Now, the customer's credit limit is grabbed right when the user presses the save button. (case 19387)
• Fixed: a bug where invoice balance could be stored incorrectly (case 19908)
• Added: The invoice number of a just-saved invoice is now displayed in the status bar.

Vehicles

• Fixed: a bug where it was possible to set the status of a vehicle to B from the status dropdown. Now, the user must press the "Create Bid" or "New > Bid" button. (case 19374)
• Fixed: a bug where amount, vendor, contact and phone number wouldn't save a on a bid. (case 19698)

Version 5.1 (2016-06-28)

Customer

• Fixed: a bug where units and service wouldn't get created correctly. (case 21235)

Purchase Orders

• Fixed: a crash that could occur if the user tried to open a PO that didn't exist. (case 21306)

Vehicles

• Fixed: a bug where the quantity totals for sold and available items was not a sum of the quantity of all items but rather a count of distinct parts. (case 21336)

Parts

• Added: Interchange pricing information now automatically fills into the corresponding part price fields.
• Added: Users can now blank out the manufacturer/model fields even if they've already selected one.
• Fixed: a bug where opening a part with Q&A fields and closing the screen would cause a change to be detected even if no change had been made.

Sales

• Fixed: an issue where items could get added to an invoice with a quantity of -1(return).
• Fixed: a bug where new invoices saved in certain cases would not print the invoice, even if it was selected to print.
• Fixed an issue where users with add, but not edit permission couldn't save a new invoice in certain cases.

Customer

• Changed: Users that don't have the Invoice > Override Credit Limit permission can no longer change the credit limit on the customer screen.

Quickbooks

• Fixed: a bug where it was impossible to ignore certain items.
• Fixed: an issue where payments changed on the Sales screen would not appear blue(changed) in the quickbooks screen

Version 4.1 (2015-11-25)

Interchange

• Fixed: a bug where, when performing a interchange lookup, clearing the screen and then performing the exact same interchange lookup again, the 2nd lookup would fail. (case 17138)

Quotes

• Fixed: a bug where, when deleting multiple items at once, only the first one would actually get deleted on save. (case 17502)

Vehicles

• Fixed: a bug where the Title Received date would not default to today's date. (case 17455)