Changelog

Release 19.0

Important

• Added: (case 28363) support for European style numbers and currency figures. Mainly, if the user's windows settings are set to use comma instead of period for the decimal separator, the software will correctly read and display figures.
• Added: (case 26026) POs now track the customer and vendor address that was selected. Also, POs always have a destination store, even when they are dropship POs.
• Changed: the UI for the PO header has been reworked to make data entry faster, clearer, and easier to read. In addition, the screen now follows the format of other screens more closely, and we have fixed hotkeys on the screen and added tooltips for various controls.
• Fixed: better keyboard navigation on document screens, and more tooltips.
• Changed: many database changes to help avoid deadlocks and lock wait timeouts. In addition, ITrack automatically retries deadlocked queries and queries that received a lock wait timeout without any user input. That way, during high contention periods, some operations may take longer, but the user should receive fewer error messages.
• Added: on document screens, double-clicking order request and order fulfillment icons now takes the user to document fulfilling/requesting that stock.
• Added: (case 27799) SOs and WOs in the home screen lists now show how 'ready' the document is (based on quantity being sold that is on hand). Also, another column has been added with what % ready the document is; this percent is colored blue for 100%, red for <100%, and green for <100% if an open order request is on the document.
• Added: (case 14034) performing a search including an interchange number and a sub-interchange number now orders the results by whether they are an exact match or not. Exact matches are at the top, and are shown with a small icon next to the interchange # to make this clear.

General

• Added: (case 28363) support for European style numbers and currency figures. Mainly, if the user's windows settings are set to use comma instead of period for the decimal separator, the software will correctly read and display figures.
• Changed: made function calls more specific to distinguish between operations that operate on raw numeric strings, user formatted numeric strings, and database strings.
• Added: various locale currency and number API functions for reading windows API locale settings.
• Changed: (case 28837) several database function calls have been transitioned to stored procedures to avoid database deadlocks.

Customer List

• Fixed: (case 26032) an issue where fulltext searches in boolean mode might throw MySQL errors in certain circumstances.

Database

• Renamed: (case 26100) fmonthlyinventorysales has been renamed to finventoryusagemonthly, to more closely match other usage functions. References to the function in inventorysetting have been updated as well.
• Added: (case 27629) a vehicle id to all the pickable item views.
• Fixed: dropped several alternate names for a trigger that was dropped in version 18. This should resolve issues where different databases had different names for this trigger.
• Added: Case 27948: Add Worker Group as Display Field to Transaction List
• Added: an index to documentlinelocation that speeds up flocationrefresh significantly.
• Fixed: flocationrefresh now no longer throws an error if manual merging of locations causes duplicate entries on document locations.
• Added: (case 28539) a new function, fmergelocation, which accepts two locations and a storeid. All tables that reference the old location (or its id) will be moved to the new location (and id). An optional parameter dictates whether the old location should be deleted or not at the end.
• Added: (Case 285583) Schema creation queries added for Customer Response Management subsystem.
• Changed: some purchase order views to properly use the new destination columns.
• Added: (Case 28811) Add "Days In Inventory" as Display Field to Transaction List
• Changed: (case 28837) many database functions that change data have been moved to stored procedures to help avoid deadlocks.
• Added: (case 28837) all the document saved stored procedures now explicitly acquire all necessary write locks at the start to ensure they do not perform half of their queries and end up in a deadlock situation.
• Added: ppurchaseordervoid and ptransferordervoid stored procedures that properly reverse activity performed by those documents.
• Added: (case 28837) all stored functions call the new stored procedures for backwards compatibility. There is a @DEBUG session variable, which, if its TRUE, will throw exceptions instead. This will help finding and eliminating these calls.
• Fixed: pdocumentallocation_refresh wasn't updating location holds right.
• Added: DB API function: psalesorderundo, which can reopen or void a SO that has been closed. This is now shared code between the ITrack SO screen and several scripts that also perform reopen actions.
• Changed: log_inventorytransaction is now engine type InnoDB, it appeared to be MyISAM still on some customer dbs.
• Changed: inventorymove is now engine type InnoDB.
• Changed: the address table has been renamed to workorderaddress to make usage clearer to people writing queries. Renamed several columns to match other address tables.
• Added: for backwards compatibility, there is now an address view, which attempts to emulate the old address table.
• Added: workorderaddress now remembers the customeraddressid the user chose.
• Added: Case 28813: Add Inventory Category as Filter to the Transaction List for the Inventory Source
• Fixed: the trigger on inventory update now sets locationid based on changes on the location field.
• Added: (case 28976) pinventorymoveinventorylocation the move operation now works if the item in question had 0 quantity on hand at a permanent location. Also, if the old primary location was permanent, so too is the new primary location.
• Removed: a couple triggers that existed on some databases that updated a log that we are deprecating.
• CHanged: logvehiclechange and loginventorychange_expanded have been deprecated. These logs only existed on some customer databases and have been superceeded by more modern logs. They will be removed out eventually.
• Added: (case 29272) vendorcatalog.vendorproductcode is now part of the vendor catalog import.

Data Management

• Changed: the database that backup tables are created in now defaults to the current database instead of backup_importer. This is because not all customer setups are able to create or put tables into other databases.

Deliveries

• Added: (case 27629) a vehicle stock # to the pickable line item view.

eBay Extension

• Fixed: Payments now correctly load into listings again.
• Fixed: (Case 28774) Free shipping checkbox removed. Free shipping is now determined by shipping cost being $0.00 or not.

Home

• Added: (case 27799) SOs and WOs in the lists now show how 'ready' the document is (based on quantity being sold that is on hand). Also, another column has been added with what % ready the document is; this percent is colored blue for 100%, red for <100%, and green for <100% if an open order request is on the document.
• Added: (case 27799) SO and WO lists now have an attention column which shows icons (with hover tooltips) similar to the document screens. Currently, this will show when a document can not be finalized due to insufficient QoH, as well as when there are open order requests and fulfillments.
• Added: (case 27805) SO Truck # column to the SO home screen.
• Removed: INI setting for the home screen URL, and moved it into a global setting.
• Removed: INI setting for the home screen minimum height, and moved it to a global setting.

ITrack Online

• Changed: the home page for the online page now defaults to a URL set a user preference, instead of a default from the ini.

libITSQLFramework

• Fixed: an issue where the 'footer' of a query in the query log would be written sometimes after another query run in order to report the error.
• Added: (case 28838) if a mysql connection gets a lockwait timeout error (1205) the query in question will automatically be silently retried up to 2 times before the user is presented with an error report. This should result in the user seeing fewer of these errors, though it does not necessarily make the error itself more rare. Auto-retry is MySQL's suggested error handling method in these cases.
• Added: (case 28838) if a mysql connection gets a deadlock error (1213), the query will automatically be silently retried up to 2 times before the user is presented with an error report. Unfortunately, this will not happen on queries that are in the middle of another transaction. This is because deadlocks automatically roll back the entire transaction, requiring the operation be retried.
• Added: query errors are now logged to the query log. Also, auto-retries and auto-reconnect operations get a special log entry for better debugging.

Location

• Fixed: (case 28088) a possible crash when adding new locations to the location tree.

Login

• Added: (case 28838) support for a special debugging mode in the database.

Master

• Added: the RemoveInitSetting function now returns the last found value before deleting it. This allows a relatively common case where we take the value from an ini setting as we delete it an move it into a database setting.

Parts

• Added: (case 23575) a checkbox to show/hide historical serial #'s that are not on hand. This checkbox remembers the user's preference.
• Added: (case 23575) an edit the user can type into to filter the serial # list.
• Added: (case 23575) the serial # filter list now can filter by the document # the serial was created and last used on.
• Added: (case 23575) the parts' screen's transaction list area now has a serial # column that shows all serial(s) that were referenced on a particular document. This should make finding documents that purchased/sold a serial # easier.
• Added: the Q&A tab now has tooltips to explain the new filters as well as the old fields.
• Fixed: (Case 28563) hitting enter while typing into the comments field in the change log would not close the dialog. The user had to hit escape first to close the comments edit.
• Fixed: an issue where the user could not enter fractional quantities for the quantity on hand, as well as minimum and maximum stock quantity.
• Fixed: weight can now have a precision of 6 digits, as intended, instead of just 2.
• Fixed: (case 25918) an issue where an assembly breakdown might distribute costs in a strange way if the user used ratios, and took several days before finalizing the WOs (and the assembly had cost added to it).

Purchase Orders

• Changed: (case 27772) recent updates removed the 'send electronic PO' system from PO saving. This has been added back in, but instead into the advanced option dropdown. This will transmit the last saved version of the PO.
• Fixed: the prompt to save message on the PO screen now match other screens' prompt to save.
• Added: the "send electronic PO" options in the advanced button now prompt the user to save the PO first.
• Fixed: (case 27979) adding a serial # to a PO or TO will now try not to set the 'used on document' field on that serial # if that serial has already been sold.
• Fixed: apparently transfer orders using order requests have not been working correctly since 2007. They were being saved, but not loaded. This may have disrupted multi-branch purchase orders, as a central PO supplied stock to transfer order to other stores.
• Fixed: on POs, if a user was hot ordering lineitems for an item in inventory where the tagnumber, manufacturer, or model had changed would not group those rows together when ordering. Now, the current tagnumber, manufacturer, and model are used.
• Added: (case 27751) double-clicking the 'open order requests' icon on an item now opens the fulfilling document if there is at least one open request with at least one fulfilling document. Otherwise, it opens the edit order requests dialog.
• Added: (case 26026) support for several new purchase order fields, including the id of the customer address that is the destination of the PO and the id of the vendor address that is the source.
• Changed: many tooltips have been updated to be more accurate and concise, and controls that were missing tooltips have had them added.
• Changed: the UI for the PO header has been reworked to make data entry faster, clearer, and easier to read. In addition, the screen now follows the format of other screens more closely.
• Fixed: (case 26025) an issue where drop-ship POs would not show the destination store of the PO or allow the user to choose it. This was causing issues where it would always assume the PO was going to the logged in user's store. Since drop-ship POs' inventory is still received into the destination store's inventory (so it can be sold to the customer), choosing the store is important.
• Changed: the user can no longer change the destination store of a PO after it has been saved or a PO # has been generated. This is to get rid of situations where a PO at store 3 will have a destination of store 2, undermining the meaning of the 'owning' store of the document.
• Added: more keyboard shortcuts for jumping around the screen. Also fixed situations where using a hotkey might take the user to the wrong control.
• Changed: background color of the address boxes has been changed to look more like other read-only fields.
• Added: the exact vendor address and customer address (for drop-ship POs) that the user selects will be remembered when the PO gets saved/loaded. This will now work even if the address gets updated on the PO or the customer/vendor screens. Previously a modified address would always show "Saved address" in the dropdown, keeping the user from knowing which vendor/customer address had been chosen.
• Fixed: customer billing address is now always available as a choice for destination address for drop-ship POs. Previously only shipping addresses were available.
• Changed: the transfer orders page has been re-arranged to work and look similar to the PO tab with tab order.
• Added: tool-tips to all controls on transfer orders, and better keyboard navigation on TOs.
• Fixed: the chosen vendor order address is now properly remembered when the user saves the PO, same as the shipping address.
• Changed: the TO # field is now grey like other read-only fields. And it displays a bold #, and "New" for an unsaved transfer order.

QuickBooks

• Fixed: (case 26025) an issue where a query error would appear when attempting to mark gl entries as exported.

Report Viewer

• Fixed: a possible crash that could occur when previewing a report if some very rare memory issues happened.

Reports

Billing Statement

• Added: (case 27926) when the report is run for a single store and the customer has a balance at other stores, a message is displayed at the bottom of the report.
• Changed: (case 27655) swapped vertical positions of customer companies and names
• Changed: (case 27932) report now uses the return address, remittance address, and logo from the store running the billing ({?storeid} parameter) unless it is billing centrally, in which case it uses a new setting to determine return store - default 1. Previously, it used customer default store/store 1.
• Fixed: (case 30901) cleared report links causing omissions for customers where default store was not store 1 when running central billing for multiple stores.

Customer Address Label

• Changed: (case 27655) swapped vertical positions of customer companies and names

Customer Address Label 5160

• Changed: (case 27655) swapped vertical positions of customer companies and names

Delivery Picking List By Document

• Changed: (case 27655) swapped vertical positions of customer companies and names

External Work Order

• Changed: (case 27655) swapped vertical positions of customer companies and names

GL Activity

• Fixed: (case 28467) finished replacing the deprecated field.
• Changed: (case 28477) payment store displays and is filterable

GL Entries By GL Account

• Changed: (case 28477) payment store displays and is filterable

Outstanding Cores

• Changed: (case 27655) swapped vertical positions of customer companies and names

Packing Slip

• Changed: (case 27655) swapped vertical positions of customer companies and names

Payment Receipt

• Changed: (case 27655) swapped vertical positions of customer companies and names

Pick List

• Changed: (case 27655) swapped vertical positions of customer companies and names
• Fixed: (case 28604) Misc line items are no longer excluded. Store column will be blank for Misc items.

Purchase Order Posting Report

• Fixed: (case 28520) subreport links
• Fixed: (case 28520) number formatting for storeid and purchaseorderid

Purchase Orders

• Added: (case 27542) user parameter
• Changed: (case 27542) column references to prepare for upcoming changes, tidied the report

Receiving Label

• Fixed: (case 28409) Model always referencing vehicle model, instead of part model where appropriate.

Sales By Customer Default Store

• Added: (case 27969) a new report that shows sales by customer default store. It can be filtered by customers with no default store.

Sales Order 11in

• Fixed: (case 27935) changed partnumber displayed to show lookup instead of (tagnumber, unless there is no tagnumber, then lookup)
• Changed: (case 27655) swapped vertical positions of customer companies and names

Teardown

• Fixed: (case 27622) flex field formatting to use underlined spaces instead of underscores due to linebreaking when the report was sent to a printer

Transfer Order

• Fixed: (case 28594) barcode formatting.

Unreceived Purchases

• Changed: (case 27542) major report layout overhaul, improved organization
• Added: (case 27542) vendor and user parameters
• Removed: (case 27542) the / between Ordered and Received columns

Sales Orders

• Added: (case 27751) double-clicking the 'open order requests' icon on an item now opens the fulfilling document if there is at least one open request with at least one fulfilling document. Otherwise, it opens the edit order requests dialog.
• Changed: (case 27751) double-clicking a fulfillment line in the order request popup dialog now opens the fulfilling document on that screen and closes the popup.
• Fixed: an issue where using a hotkey (alt + the letter underlined in a label) for the 'boxes' at the top of the screen would not take the user to the correct control.
• Fixed: (case 28544) an issue where serial #'s at virtual locations counted as being at non-sellable locations.
• Changed: the reopen and void operations on a SO now use a shared database procedure called psalesorderundo. This should standardize code between ITrack and other scripts that perform this task.
• Changed: voiding a SO no longer lets the user choose whether they'd like to not undo changes to inventory or document adjustments, as these are required parts of the document.
• Added: double-clicking the insufficient available/on-hand quantity icon now asks the user if they'd like to back order quantity or create an order request instead of assuming back order.

Search

• Added: (case 14034) performing a search including an interchange number and a sub-interchange number now orders the results by whether they are an exact match or not. Exact matches are at the top, and are shown with a small icon next to the interchange # to make this clear.

Updater

• Fixed: (case 28086) an issue where a query that was missing a close parentheses ")" could keep subsequent queries from being parsed correctly, even though it had a semicolon.
• Fixed: an issue where an open, unclosed parenthesis might disrupt the rest of the parse if it was in a function definition.
• Added: in debug mode, Master will now write all script files to the updates directory. In addition, the intermediate query string is written to ComprehensiveUpdate.sql and the parsed query list is written to UpdateQueryList.sql

Vehicles

• Fixed: an issue where saving a vehicle might throw an error if certain values were longer than the database allowed.

Vendor List

• Fixed: (case 26032) an issue where fulltext searches in boolean mode might throw MySQL errors in certain circumstances.

Warehouse Management

• Changed: (case 28837) several database function calls have been transitioned to stored procedures to avoid database deadlocks.

Work Orders

• Added: (case 27751) double-clicking the 'open order requests' icon on an item now opens the fulfilling document if there is at least one open request with at least one fulfilling document. Otherwise, it opens the edit order requests dialog.
• Fixed: (case 28553) an issue with the tab order in the job dialog.
• Fixed: (case 28906) an issue where SOs created from closing a WO would not set the customer's default terms, default salesperson, or default backorder/partial shipment preferences on the newly created invoice.
• Fixed: the address dialog now properly shows notes as you switch addresses.
• Added: work orders now save which customer address the user chose, even if it gets modified.

Release 18.0

Notable Changes

• The accounting screen now allows the user to specify a date, before which all documents are completely locked, and another date, before which all documents require confirmation for modification. Currently, only sales orders respect these settings, but more documents will come in the future. If a user wants to modify a restricted document, they must enter their password to confirm they understand they are modifying an out of period document (these operations are now logged). If a user wants to modify a locked document, a user with permission must enter a password for them to continue. This system will allow an administrator to come over and enter their username/password to override this lock for another user.
• Sales Order date is now more strictly regulated, as a document's date dictates whether the document is in a restricted or locked accounting period.
• Recreating accounting now tracks the date they were recreated as well as their effective date for easier investigations.
• Terms now allow a dictation of due date, even if the finance charge is 0%. Sales orders that carry balance will now throw an error if the selected terms have no due date specified. Soon, this should factor into remittance dates.
• Changed: some database options have been modified to attempt to alleviate a lot of the deadlocks users are encountering.

General

• Performance: slight speed increases when adding rows and columns to a list control.
• Fixed: (case 27068) an issue where changes to a dropdown in a list control could cause columns to be added or removed from a list could cause a crash.
• Changed: (case 26939) the default line coloration in all products now use a darker, greyer, less green color instead of the previous, lighter green. This should help resolve some of the issues users are having with visual fatigue and/or issues with low-contrast for colorblind individuals.
• Fixed: (case 27250) a freeze caused by calling GetLastVisibleItem on a CTreeCtrl in some scenarios. This only seemed to happen when deleting items from the tree ctrl when there was enough items in the tree to require scroll bars.
• Changed: double-clicking a column header resizes the column to minimum width including data and the header name now.
• Fixed: resizing a column that contained icons but had right-aligned text was incorrectly making the desired column width very large.
• Fixed: an issue where setting focus into an ITListCtrl after hitting a search button or tabbing in would scroll to the right side of the item instead of the left.
• Fixed: (case 27649) an issue where non-locked tree controls would not draw correctly after the user expanded or collapsed an item.

Accounting

• Added: (case 22959) there is now an accounting settings page, which is permission controlled, that contains several important accounting settings, including whether accounting is enabled or not. In addition, we now have date-time pickers for configuring a date that controls accounting periods that are locked and periods that are restricted.
• Fixed: an issue where searching for accounting detail would continue to show results from previous searches.
• Fixed: (case 25669) the recreate accounting popup now correctly back-dates documents to document date or document date closed.
• Fixed: if the user chose to delete old gl entries when rebuilding accounting, we now make sure to delete the entire transaction, not just part of it, as that could leave an unbalanced transaction.
• Added: an origin type to the activity detail page.
• Added: Added sage50 export to the activity detail tab.

AppraisalExtension

• Fixed: a couple fringe scenarios where two appraisals run at the same time might cause strange disconnect issues.
• Fixed: appraisal connection errors are now shown to the user if the setting "Appraisals"->"Hide All Appraisal Errors" is set to False. This setting already exists, but these errors were always being hidden. SSL is required on database connections to get appraisals, and in some scenarios, SSL errors were not being shown.

CommonResources

• Added: (case 22293) a new 'change log page' which has all the required functionality to display entries in the audit log tables for a specified table and its child tables.
• Changed: the change log page has a row id as well as a row description to make it easier to tell what changed.
• Added: a new checkbox near the change log detail: "Show historical value for unmodified fields". It is checked by default, and it shows other fields for that row that were NOT modified, and the values shown are whatever the values were at that moment in time, according to the logs. All fields that were not modified are greyed out.
• Added: colorization to updates/inserts/deletes.
• Fixed: the from/to date pickers in the change log now correctly set the dropdown to Custom if they are changed.

Configuration

• Fixed: (case 27588) configure->reports now correctly uploads the report file when you add a new report.

CoreManagement

• Fixed: (case 26750) when the user prints core tags from core management, a document type is passed into the report so that we can distinguish between WO and SO items.

CrystalReports

• Changed: as per user request, the "remember printer choice" checkbox now always defaults to unchecked. This should only have significant impact on new users, who have no previous printer selections. Said users will have to manually check 'remember printer choice'.

Customer

• Added: option edit/add/remove are now controlled by a new "Manage customer options" permission.
• Added: formatting to customer option list and tooltips.

Database

• Changed: (case 26702) the fsalesordersaved function now detects if you are using a component tax method (Canadian), and triggers the proper functions if so.
• Removed: triggers on the salesorder table no longer mess with date when the salesorder becomes finalized, as there is other screen logic that dictates this now.
• Added: permissions for a user to override locked SOs, payment, and WOs. Documents are locked if they their date is before the lock date.
• Added: the useraccess table now has access types for overriding locked documents as well as modifying restricted documents
• Added: the useraccess table now has a user account id for the currently logged in user. This can be different than the other user account if an administrator performs an override for another user.
• Changed: all the default document templates have been updated to not show inventory side if its "N/A".
• Added: gltransaction now has a createddate as well as an effectivedate. effectivedate is the date the transaction should be exported on. These dates default to the gl entries' timeentered field.
• Removed: glentry.timeentered, which has been superceeded by the gltransaction.effectivedate.
• Removed: the trigger on insert of the glentry table, which is no longer necessary.
• Changed: vmas90glentry, vglentry_document have been updated to use the new effectivedate instead of the old timeentered field. ALso, significantly simplified the date formatting functions.
• Changed: fgetreport_printer now correctly considers the report type input argument.
• Added: (case 11061) inventory type 5355: Air Brake Components is now standard
• Added: (case 27167) an explicit primary key column on the inventorysourceallocation table.
• Added: (case 27167) a foreign key constraint for inventory source allocations
• Fixed: pbackuptable now does INSERT IGNORE to avoid primary key collisions.
• Fixed: (case 27284) scheduled reports now allow more recipients (longer email destination field)
• Added: (case 23355) delivery trucks can now be deactivated.
• Changed: (case 27555) fgetsetting no longer writes the defaults to the settings tables, as some larger yards were seeing fgetsetting present in a lot of deadlocks and lock wait timeouts. There is no good reason for this function to get write locks whenever it is called, so that has been removed for speed purposes.
• Added: (case 23149) glentry now has an origintype column which keeps track of where the gl entry came from (namely inventory/transaction credit/debit).
• Removed: some settings that are generally never customized and we don't want to support anymore.
• Added: (case 26378) emailbcc column to the reportmassmailtemplate and reportqueue tables.
• Added: (case 25540) a new permission for managing customer options. This permission defaults to on for anyone who could merge customers before.

Deliveries

• Added: (case 23355) delivery trucks can now be deactivated.
• Changed: the run sheet tab no longer shows deactivated delivery trucks, unless they were already saved on the run sheet.

eBay

• Fixed: (Case 26909) The eBay Auction screen now remembers what the user last selected for status.
• Fixed: (Case 22323) Manufacturer Part Number and Brand now set values of "Unbranded" and "Does not apply". Previously, values were not set in some cases, causing listings to fail.
• Fixed: (Case 24634) Prices are now required fields
• Fixed: (Case 24634) Required and enabled pricing fields now change based on listing type.
• Fixed: (Case 24634) Duration no longer selects empty values when the listing type changes and an unsupported duration was selected.
• Fixed: (Case 27376) Export to CSV functionality re-enabled.
• Fixed: (Case 27801) Prevented a crash that could occur when modifying global config shipping options.
• Fixed: (Case 27801) Shipping cost is now only disabled when free shipping is checked on global config.
• Fixed: (Case 27801) Corrected saving behavior when modifying the PayPal: Immediate Pay setting.

EDocumentExtension

• Fixed: (case 27501) an issue where edocuments might not output correctly if they contained single or double quotes (' or ").

GlobalSettingsExtension

• Fixed: an issue where user settings were loaded multiple times when a user logged in.
• Fixed: (case 27056) an issue where the report printer options page showed all report types rather than report printer types.

ImageSynchronizer

• Fixed: (case 27312) an issue where the application would crash after a successful push if the log was not set up.

InventoryOverview

• Changed: (case 26952) the inventory overview screen now has checkboxes for whether suggested orders should include stocked inventory and/or on demand inventory (special order/obsolete). This allows the screen to accommodate users who are attempting to do only stock orders vs hot orders.
• Changed: the fiscal year to date (FYTD) column now defaults to considering January to be the beginning of a company's fiscal year. Before, it defaulted to August.

Location

• Changed: the configure->inventory->locations dialog should close faster now.
• Added: a 'usage' column to the location configuration tree that shows the number of inventory records reference that location.

Login

• Added: there is now a bolded prompt above the login button that gives the user more information about the verification/authentication process.
• Fixed: an issue where the user could edit the username during authentication when they were not supposed to be able to.
• Added: wait cursor as part of saving users in the configure->users popup.
• Fixed: (case 26968) an issue where saving users in the configure->users popup was taking a really long time to save, especially for large numbers of user accounts.
• Fixed: (case 27043) an issue where the 'first time login' popup would not let the user set their first password correctly.

MAS90Accounting

• Added: support for SO accounting, WO accounting, and payment accounting to set the 'effective date' of the gl transaction back to the document date or the document closed date.
• Changed: payments now get a separate GL transaction, even if they are created as part of a SO being saved or finalized. This is to separate those documents as well as making sure the entire transaction can have a single date.

PartModification

• Changed: the controls on this screen have been rearranged to more closely match other screens. The cancel button has been removed, as it was redundant in with the close button. The various buttons have been renamed to more closely resemble their purpose.
• Added: the configure fields dialog now has tooltips to better explain the columns, they've been rearranged and renamed to better convey their meaning.
• Fixed: (case 12519) external fields can now be marked as searchable correctly.

Parts

• Added: (case 26743) work order master parts on the part transaction list now shows cost as a per quantity (EA) cost instead of total.
• Fixed: an issue where renaming/moving a location on a part would move allocations on open documents over to the new location name, but might not move the holds.
• Fixed: an issue where the interchange options button was greyed out even when the user had permission to edit parts.
• Fixed: the description of what fields changed at the top of the change log popup now uses more user-friendly names for fields instead of database column names.
• Added: (case 25774) old and new values in the change log now display a more user-friendly value (IE location/manufacturer/model/part type/gl category/user name instead of id). These are not the only fields that were showing an id instead of a name, but they're the most commonly modified.

PurchaseOrders

• Fixed: (case 26977) the PO return dialog now correctly shows the next/previous page button in scenarios where that vendor had POs that don't currently show due to being inapplicable.
• Fixed: (case 27078) an issue where standard parts and vehicles did not allow adjustments if the inventory was not on hand. However, it is possible and desirable to add adjustments to vehicles before they have been received.
• Fixed: an issue where the user could not delete a PO line if there were unsaved adjustments on it (the user was incorrectly notified that the line had saved adjustments).
• Changed: (case 27772) recent updates removed the 'send electronic PO' system from PO saving. This has been added back in, but instead into the advanced option dropdown. This will transmit the last saved version of the PO.
• Fixed: the prompt to save message on the PO screen now match other screens' prompt to save.
• Added: the "send electronic PO" options in the advanced button now prompt the user to save the PO first.

Reports

Aging

• Changed: (case 26860) report efficiency and query organization, tidied the report
• Added: (case 26860) new sort options, a default salesperson parameter, and summation totals when appropriate
• Fixed: (case 26860) customers with balances in the specified interval were being filtered out if they had no total balance and unallocated payment distribution when filtering the report by document store

Billing Statement

• Added: (case 26598) the ability for the Billing report to print an inactive customer if that customer is specified by the customerid parameter. The report will indicate the account is deactivated in this case.
• Fixed: (case 26302) updated how unallocated payments and considered when filtering by store. Previously, unallocated payments would show for every store the report was run for. Also changed how payments were filtering by store in the Activity subreport.
• Added: (case 26302) Unapplied Payments to the tearoff at the bottom, when applicable. Supresses if 0.00.

Core Tag

• Added: (case 26750) a new parameter that accepts document type when the report is printed from the Core Management screen, allowing Work Order Cores to print core tags with job barcodes

Delivery Picking List By Document

• Added: (case 26466) a new report to print from the Deliveries screen, prints selected parts but grouped by document onto separate pick lists.

GL Activity

• Changed: (case 27032) references to glentry.dateentered to gltransaction.effectivedate. This is a change to GL accounting, and this report is changing to match.

Inventory By Default Vendor

• Added: (case 27012) a setting that hides remaining non-inventory vehicle costs.

Inventory Detail By Part Type

• Added: (case 27012) a setting that hides remaining non-inventory vehicle costs.

Inventory Summary

• Added: (case 27012) a setting that hides remaining non-inventory vehicle costs.

Label 5160

• Fixed: (case 27679) When year = 0, it was printing as '-', so I added a year formatter

Labor Detail By Employee

• Removed: (case 26871) deprecated the report

Location Label 5160

• Fixed: (case 27679) dynamic font resizing in the barcode was based on location name, even though the barcode contains locationid. I removed it. It will now always print size 24.

Outstanding Cores

• Added: (case 26537) make/manufacturer & model, which can be disabled with a setting.
• Added: (case 26537) a new setting to dictate whether the report uses remittance address as the return address or actual store address.

Sales By Sales Region

• Fixed: (case 26626) salesperson grouping to actual sales region grouping using the region table

Salesperson Profit Analysis

• Fixed: (case 26689) store/salesperson grouping issue in the query
• Fixed: (case 26689) adjustments
• Changed: (case 26689) tidied the report

Teardown

• Added: (case 26746) special behavior for printing from the Bid Screen and any other scenario where breakdowntemplateid = -1. When there is no associated template, only existing associated parts will be included and a new page header will state that this is not a template.

Top Customers

• Added: (case 26501) an on-demand subreport showing customer invoice details.

Vehicle Costs In A Date Range

• Added: (case 24342) a new supplemental report that shows itemized vehicle costs by document and vehicle in a date range

ReportViewer

• Fixed: (case 27079) an issue where the mass mailer screen might throw a query error during 'find recipients' if any of the parameters were dates.
• Fixed: when mass-mailing reports, the email address can now be edited to values that were not found in the system previously (new emails).
• Added: (case 26378) BCC field to the mass-mailing system.
• Fixed: an issue where reviewing the report queue would not show the value that was sent as part of the print operation.
• Changed: report parameters in the report queue now use the 'user visible name' for the parameters, like other screens (where possible).
• Added: (case 26378) the mass-mailing page now shows a progress dialog during the mass-print/email operation that shows the user how far along the process is, and gives a cancel button.

SalesOrders

• Changed: the 'date' of an invoice is now set to the current date when you click the 'finalize' checkbox instead of waiting until save. Also, a SO that has been finalized, then reopened should leave its date to the original finalization date on subsequent finalizations. This also allows a user with permission to change salesorder dates to change the date of a SO as it is being finalized.
• Fixed: saving an unfinalized SO no longer sets a finalization date/expiration date on documents that this does not apply to.
• Changed: the invalid gl category/context combo info popup now shows line item lookup if the part number is empty.
• Added: (case 22959) during save, if the user is finalizing, reopening, or voiding the document and the document affects a previous period that is either locked or restricted, we will pop up a sign-in dialog. The user must either confirm they understand the impact this change will have (restricted documents only) or the user/an administrator with permission must authorize it (locked documents only).
• Fixed: (case 27028) an issue where saving a SO could lock up the system if a single payment had more than one payment line (payment application on the customer screen) applied to that same SO. Now, the save operation correctly combines those payment lines into a single one.
• Fixed: (case 26977) ensuring the SO return dialog correctly shows the next/previous page in all scenarios.
• Changed: (case 25422) the user can now specify a grace period or due date, even if the finance rate is 0%.
• Added: if the user specifies a non-zero finance rate, the user will now get an error if no due date or grace period is filled out.
• Added: (case 25422) if the user attempts to finalize a SO, they will get an error if the document has a credit balance and the selected terms have no 'due date' filled out (no due date/grace period specified). This is because one of those fields will be required for computing invoice remittance date on the credit balance.
• Changed: (case 26335) serials at locations that are non-sellable are now grayed out on sales and cannot be selected. Also, serials at non-sellable locations are ignored when automatically selecting a serial #.
• Changed: (case 21264) the 'quantity available' on the locations popup when selling items now shows "N/A" if the location is not sellable. this will hopefully make things less confusing for users.
• Added: (case 26171) the return dialog now shows serial # on historical SO lines.
• Added: the configure sales order documents dialog now uses a shared configuration dialog. This shouldn't affect the end user.
• Changed: all the columns in the configure sales order documents dialog now resize so that the user can see the full column widths.

Search

• Changed: a standard or misc part no longer uses the dark green (over max quantity) or dark yellow (under min quantity) because only replenishable parts make sense for those colors.

TransactionList

• Fixed: (case 27377) an issue where sometimes fields and filters would not correctly add the required JOINs to the query, causing database errors.

Vehicles

• Fixed: (case 27084) an issue where various columns were not formatting correctly on bids/teardowns.
• Fixed: (case 27084) bid/teardown totals were not correctly recalculating when fields were being modified.

WorkOrders

• Fixed: (case 26741) an issue where saving an external WO, getting an error, but then saving again could result in a WO that, when loaded would throw an error about being unable to load an address.
• Fixed: (case 26998) an issue where reopening WOs at a single store might throw an error if WOs at other stores with the same WO # had sold master parts.
• Changed: if a WO is finalized and sent to a new invoice, the invoice date now defaults to today (normal invoice behavior) instead of the date of the WO. This prevents invoicing of WOs from creating sales history in closed invoicing periods.
• Added: (case 25429) a new top-level menu Configure->Documents->Work Order Types. This allows viewing, adding, editing, and deleting work order types.
• Changed: (case 25429) the configure WO types button has been removed, though the user can still right click on the WO type dropdown to view details about the current document type.

Release 17.0

Highlights

• Inventory Overview: General improvements to make reordering easier. Namely, more accurate totals, as well as including special orders that need to be purchased.
• Accounting: changing purchase order adjustments when quantity on hand is 0 or work orders that have a 0 quantity for a master part now show warnings/errors to the user because cost changes cannot be absorbed if quantity on hand is 0.
• Purchase Orders: added the ability to quickly set a single location for receiving everything on a PO posting. This facilitates recieving a PO into a specific staging location or shelf.
• Login: user passwords now use a different, higher-security encryption. The next time a user changes their password, it will be written in the new mode. Every user login attempt is also logged for monitoring for unathorized access. There is also now a password recovery button if the user forgets their password and they have a recovery email on their account.
• Billing: the report viewer now has a mass-mailing page where certain reports (including billing) can be run en-masse for all customers, and can directly email billing or other reports to customers' email addresses.
• Lists: default coloring in lists now makes readonly cells look more like other readonly controls. Also, alternating line colors alternate between a greyish green and white instead of grey and white. This is more like ledger paper and makes white/black/grey text easier to read.
• Sales Orders: whether inherent cores and/or dirty core exchanges are taxable is now based on the selected tax item.
• Documents: Templates for part descriptions on documents can now be modified with a setting.

General

• Fixed: an issue where sometimes list control cell tooltips for particularly large sets of data would show trash data at the end and/or take a long time to appear.
• Added: lists that allow the user to hide columns now remember which columns were hidden when the screen is reopened.
• Fixed: (case 25625) the user can no longer put characters into attachment filenames that windows does not allow in filenames "/ \ * : < > | ?"
• Fixed: (case 25625) if you double-click on an attachment that happens to have invalid characters in it, those characters are replaced with an underscore so that the file can be viewed.
• Fixed: (case 25930) an issue where typing into auto-complete dropdowns might not select the right items if the user found an item using the middle of a word or a different case.
• Changed: readonly list control cells now default to having a grey background with black text instead of grey text on white background.
• Changed: default color alternation in lists now alternates between a greyish green and white instead of grey and white. This will make black/white/grey text easier to ready against the cell background, and makes readonly cells easier to identify (grey background).
• Added: support for ctrl + A to select all text in a multi-line edit, which is (apparently) disabled in windows.
• Fixed: (case 26631) exporting a list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

Accounting

• Fixed: (case 25654) the accounting rebuild functionality on the accounting screen had sort of fallen into disrepair. It now seems to work correctly again.

Core Management

• Fixed: (case 26631) exporting a customer core list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

CrystalReportsExtension

• Fixed: (case 25757) an issue where reports whose type is different than its printer type would cause the user to have to choose a printer every time they printed, despite checking 'remember selection'.
• Added: support for passing title, email body, email from address, attachment name, and notes from a print request to the report queue table.
• Added: support for printing in 'silent mode', where no popups are shown to the user (no report or printer disambiguation popups). This is used for the new mass-printing feature.

Customer

• Added: (case 25425) the customer screen now allows a user to explicitly choose no default invoice terms. The screen still warns the user if no terms are selected though.
• Changed: the email address for the customer billing address has been moved to the billing address area to make it more clear that it goes with customer billing.
• Added: last bill date and preferred bill delivery method. The first tracks the last time the customer has been sent a bill through the new mail merge tool. The second controls whether a customer wishes to get bills emailed, printed, or both. If an email address is entered, this will default to EMail.
• Changed: the unapplied payments list on the customer screen now shows payments that are applied to voided invoices, which are considered unapplied in billing and other calculations. This should make the customer screen agree with other AR sections of ITrack.

Database

• Added: (case 24889) 3 new permissions that control whether the user can access the 3 pages on the manage warehouse screen.
• Added: (case 21162) entries to inventorysetting for the dimensions of the inventory record (length, width, height).
• Added: (case 25530) purchaseorderhistory.receivinglocation, which is a per-posting location to receive all quantity into on that posting.
• Added: (case 25695) inventoryserialhistory.documentpostingid, which tracks which PO posting a serial was received on, if any. This has been retroactively set to the first posting on any particular historical PO.
• Fixed: (case 25729) a bug where hold quantities at locations were not being calculated correctly for documents that didn't affect inventory.
• Added: transaction list filter and display fields for Vehicle Received Date.
• Changed: the user table has been renamed to useraccount, and the old table has been replaced with a view for backwards compatibility.
• Added: the new useraccount table now supports the newer password format of PBKDF2. This is to add security to the system, also because the mysql PASSWORD function is being deprecated in the future.
• Added: support for logging every user login attempt (successful or failed) along with timestamp and the reason for failure. This also adds support for logging attempts to override permissions. This will be used soon for overriding permissions on documents that are in locked periods.
• Added: table userpasswordhistory, which tracks all user password changes. This will be used in the future for implementing password change restrictions and password age requirements.
• Changed: most remaining myisam tables have now been converted to innodb to help avoid remaining deadlocks. Users should not experience many changes from this engine switch, as most high-traffic tables were converted awhile ago.
• 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).
• Fixed: a documentsearchfield with the wrong fieldtype, causing it propagate in searches when it wasn't asked for.
• Removed: (case 26202) several fields from the purchaseorderlinehistory table that are no longer used.
• Added: (case 25389) the right-click graphing template has been updated to facilitate line types.
• Fixed: (case 25864) an issue where quotes/hold orders that expired overnight would recalculate holds at inventory locations, but not on the inventory record itself, which could cause the search screen to show the item as still on hold.
• Added: Transaction List fields for Inventory Ext. Avg. Cost and Inventory Ext. Retail
• Added: (case 26152) new table: reportmassmailtemplate, which stores various fields about performing mass-mail operations on reports.
• Added: the report table now has a key to the reportmassmailtemplate table, so that many reports can use the same mass-mail template.
• Added: reportparameter now has fields for mass mail features.
• Added: customer now has fields for last bill date and preferred bill delivery method.
• Changed: customer account limit has the same precision of other financial numbers now.
• Added: (case 23573) there are now taxitem fields for taxing inherent cores as well as taxing dirty core exchanges.
• Added: (Case 26447) Make salesorder.purchaseordernumber a text field in the transactionlist.
• Added: (Case 26446) Add inventorylocation field to dispaly to Transaction List.
• Removed: the ability for customers to have messages as part of being sent to interbranch transfers, as that is not currently possible.
• Added: (case 26479) the billing report now has a mass mailing template that shows the same recipients that the standard billing report would print out. In addition, it shows columns that are useful in considering the billing reports to be sent out, based on the input dates.
• Added: (case 26479) there is now a mass mailing template for the outstanding core report. This allows the user to print/email a report to all customers that have outstanding cores.
• Fixed: fcustomeraging now correctly considers payments on open documents as applied (rather than unapplied payments). This allows the balance figures on the customer screen to match the billing report printouts.

Deliveries

• Fixed: (case 26631) exporting the picking list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

EbayExtension

• Added (Case 15869): Added a user permission for cancelling ebay auctions.
• Fixed: (Case 25462) ATV categories are now selected for in ebay when the motorcycle radio is selected.
• Fixed: invoiceId is now set appropriately to 0 when it's pulled in.
• Fixed: (Case 25307) Ebay image URLs will now be exported as https instead of http.
• Added: (Case 25522) Implemented Or Best Offer listings.
• Fixed: PayPal Immediate Pay now sets the api flags correctly.

EDocuments

• Added: support for new functions in the EDocument language, including IF, IFEMPTY, CONCAT, REMOVE (see the wiki page for description/syntax)
• Fixed: an issue where text before and after a function call might throw off a subfunction's invokation.
• Fixed: an issue where function arguments of ' ' or " " were not working. This was breaking some uses of the TRIM function.
• Fixed: an issue where the last part of an argument might be lost if it did not end in whitespace.
• Fixed: a couple issues where we'd sometimes replace only half of a function name.
• Fixed: an issue where multiple pieces of whitespace in function arguments might throw off argument order in functions.

GlobalSettingsExtension

• Added: the setting value and default are now multi-line edits. This makes editing large, complex settings easier.
• Added: support for opening customers from the mass mail area.
• Fixed: changing street address in the configure->Stores dialog now properly copies to the remittance area if the auto-copy checkbox is checked.

Graphing

• Updated: the current graph template.js has been updated with Zach's current template.

Inventory Overview

• Added: (case 458) the inventory list now has a weight column.
• Added: (case 458) a totals footer to the inventory list, which shows grand totals regarding the currently loaded information. This includes total order quantity, total current order weight, and total current order cost.
• Fixed: the vendor list now correctly shows special order items in the projected order totals. Also, renamed some of the totals columns to be more explicit in their purpose.
• Added: if the user reloads information, the currently selected vendor and inventory item will be properly reselected.
• Fixed: the currently selected inventory filter now affects the suggested order totals in the vendor list.
• Added: (case 13598) support for a part type # and part type name column to the inventory list.
• Added: if the user hides a column in the inventory worksheet, the system remembers that when they close the screen. This makes it so that the user can filter their list down to just the columns they care about.
• Fixed: (case 25634) the inventory overview screen now once again correctly loads whether the user wants to search any particular store.
• Fixed: (case 26631) exporting the inventory list to CSV now correctly escapes quotes with another set of quotes instead of a backslash.
• Changed: (case 26952) the inventory overview screen now has checkboxes for whether suggested orders should include stocked inventory and/or on demand inventory (special order/obsolete). This allows the screen to accommodate users who are attempting to do only stock orders vs hot orders.

ITSQLFramework

• Added: query results now supply calling queries with the 'data type' of each result column.
• Changed: (case 26631) exporting a query result to CSV now correctly escapes quotes with another set of quotes.

Login

• Added: transaction support to saving user modifications.
• Added: when the user successfully or unsuccessfully logs in, a row is logged with the access attempt.
• Added: support for newer, higher security passwords as well as setting a password recovery email, which is used in password recovery attempts.
• Added: forgot password button to the login dialog.
• Added: newly created users are now in a special state where that user is prompted to enter a first password and recovery email in the first login. This way, administrators do not need to set new user passwords.
• Added: current status of users to the configure->users dialog.
• Added: information about why a user is locked/deactivated. This information is shown to the user if they attempt to login while the account is locked or deactivated.
• Fixed: an issue where checking and unchecking the "Hide inactive/locked accounts" might cause the user list to look strangely.
• Added: icon to the send recovery code button.
• Fixed: an admin can now properly set another user's password if the security settings allow it.
• Added: if the user performs the password recovery process and sends an email, we now attempt to use a command line emailer to send off the message if the database emailer is not present.
• Added: wait cursor as part of saving users in the configure->users popup.
• Fixed: (case 26968) an issue where saving users in the configure->users popup was taking a really long time to save, especially for large numbers of user accounts.

Locations

• Fixed: a minor issue where copying locations might not give them unique names in some situations.

Part Configuration

• Fixed: a crash when closing this screen.

Parts

• Added: (case 21162) shipping length/width/height fields on the part info page.
• Changed: the weight on part info no longer allows negative values. Also, the weight can now go up to 6 digits of precision.
• Fixed: (case 25717) an issue where cost ratio values were not properly loading from the assembly breakdown template onto the breakdown.

Purchase Orders

• Added: (case 1439) purchase orders and transfer order lines now look at a store setting for what the default lineitem description should be.
• Removed: (case 25381) the 'send' checkbox and the transmission method dropdown has been removed, as the electronic submission system is not used and the fax solution can be performed through advanced print operations.
• Added: (case 6509) there is now an attention icon displayed on any items where there are new or modified adjustments but quantity on hand of the part will be 0. This is because there will be no stock to absorb the cost change.
• Changed: all the warning/error message boxes when saving a PO now have more descriptive button text.
• Added: (case 25530) support for a per-posting 'receiving location' that overrides the default receiving location for all inventory received on the current posting. If this gets used, all subsequent postings will DEFAULT to the same location, but it can be changed.
• Removed: the old right-click 'set mass receiving location' function as it has been superseded by the new receiving location override.
• Changed: (case 25695) received serials now remember which posting they were received on. The user cannot remove/modify any serials received on other postings. The location column now correctly shows only the locations of serials received on that particular posting.
• Fixed: (case 25695) a low-impact bug where serialized items, received on multiple postings, into different locations, would cause the locations on the inventory record to not match the location of the serials. This would get correct on the next time a part was saved.
• Changed: new serial #'s created on a PO now do not get a location until after the serials are marked as received so that the locations match the location specified on the posting it was received on.
• Changed: (case 26005) when an 'empty' PO is created to reserve a PO #, it is no longer initially void. This factors into the next item.
• Changed: (case 26005) if the user closes the PO screen when an empty PO is loaded, instead of automatically deleting that PO, the user is now asked whether they wish to delete that PO or leave it open.
• Added: clicking on the PO # box now has a 'Release PO#' option which will delete a PO if its empty (no lines, no adjustments, no postings, no vendor). This allows the user to explicitly remove POs they reserved but do not want anymore.
• Changed: POs now allow loading kits by default (the setting that is checked used to be off by default). Loading a kit just quickly loads all child items on the PO.
• Changed: (case 18101) loading a part template now adds both the master item and its children to a PO or TO.
• Fixed: an issue where transfer orders might not load a kit or template correctly if no source store was selected.
• Fixed: (case 27078) an issue where standard parts and vehicles did not allow adjustments if the inventory was not on hand. However, it is possible and desirable to add adjustments to vehicles before they have been received.
• Fixed: an issue where the user could not delete a PO line if there were unsaved adjustments on it (the user was incorrectly notified that the line had saved adjustments).

QuickBooks

• Added: (case 24123) there is now an account name in the exported gl entries list.

Reports

Billing Statement

• Fixed: (case 25913) customers with credit balances due to UnappliedPayments being excluded
• Added: (case 25913) a setting to include/exclude customers with credit balance, include by default
• Added: (case 25953) Customer company and name below the tearoff at the bottom
• Changed: (case 25953) moved billing memo above the tearoff at the bottom
• Changed: (case 23756) how the logo is retrieved for improved performance

Customer Address Label

• Added: (case 25961) a new setting to show/hide customerid

Customer Address Label 5160

• Added: (case 25961) a new setting to show/hide customerid

External Work Order

• Added: (case 24596) a new setting that determines how the job worker names are formatted. By default, it shows firstname, but you can also select lastname, firstname and lastname, or username.
• Added: (case 25546) additional rules for when labor detail rows can show

GL Entries By GL Account

• Added: (case 23700) a setting to allow first X digits of the account number grouping to the GL Account summary level. 0 by default, which hides the extra group.

Inventory By Location

• Changed: (case 21511) tidied and improved the report, standardized the location parameter to use wildcards like similar report parameters in other reports do
• Added: (case 21511) part type column and parameter

Label 5160

• Added: (case 25961) a new inventory label that prints on Avery 5160 labels

Location Label 5160

• Added: (case 25961) a new location label report that prints on Avery 5160 labels

Outstanding Cores

• Added: (case 26136) a new report that prints out summaries of outstanding cores by customer and customer address. There are several related settings for customization.
• Changed: (case 26136) made title text bigger on one of the header option
• Changed: (case 26136) filtered by price so 0.00 charge cores are not included
• Added: (case 26136) a new setting that limits which inventorytypeids are included. 0 (all) by default.
• Added: (case 26136) inventorytypeidlist include setting (and hidden parameter)
• Added: (case 26136) wildcard supported lookup filter

Purchase Order Receiving List

• Added: (case 24683) a store level setting to hide lines that have zero expected quantity, default false

Return Labels 5160

• Added: (case 25961) a new report that prints return address labels on Avery labels

Sales By GL Category

• Added: (case 25156) two new parameters, gl category and gl department

Sales By Sales Region

• Fixed: (case 25233) changed report to report on Sales By Sales Region, as the name indicates, instead of Default Salesperson, which it was actually doing

Sales By Store Region

• Fixed: (case 25233) changed report to report on Sales By Store Region, as the name indicates, instead of Default Store, which it was actually doing
• Fixed: (case 26323) Store Regions now reference regions instead of stores.

Sales Order 11in

• Added: (case 24596) a new setting that determines how the salesperson, counterperson, and job worker names - if applicable - are formatted. By default, it shows firstname, but you can also select lastname, firstname and lastname, or username.
• Fixed: (case 24596) job parts will use lookup if it is supposed to use description but description is blank
• Changed: (case 25546) tidied job lines
• Added: (case 25546) additional rules for when labor detail rows can show
• Added: (case 26543) ability to handle multiple tax lines

Tag

• Added: (case 26166) SKU below the tearoff, hidden by default, shows based on a setting.

Teardown

• Added: (case 24720) existing inventory records attached to the vehicle.

Transfer Order

• Fixed: (case 26345) margins

Vehicle Spec Sheet

• Fixed: (case 26342) an issue where ?'s in typedata or typelabel fields for the vehicle whole unit would cause an error

Report Viewer

• Added: (case 26152) a new "Mass-Mail" page. This page allows the user to select certain reports to email or print for various recipients. This is similar to mail merge tools. The first application for this tool is sending billing to customers either through email or print. More reports will be added to this area in the future. If you'd like to see a report added to the mail merge area, let us know.
• Fixed: an issue where hidden report parameters that pass 'id' into the report were not loading the default parameter id correctly.

Sales Orders

• Added: (case 25425) the terms dropdown now allows a user to explicitly choose no terms (empty entry). The screen warns the user if they're saving a SO that affects inventory and no terms are selected.
• Added: (case 1439) sales order lines now look at a store setting for what the default lineitem description should be.
• Changed: the edit item dialog now has a larger space for the serial # list, and it remembers column order and width.
• Added: (case 25891) all sales order save operations are now performed inside of a single database transaction. This should fix issues where a salesorder is partially finalized but not completely (such as accounting failed or inventory wasn't adjusted).
• Changed: the 'post save' sales order function (fsalesordersaved) is now performed BEFORE salesorder accounting so that things could happen during that operation that affect accounting.
• Added: (case 18101) loading a part template now adds both the master item and its children to the document.
• Fixed: (case 25930) a bug where finding an adjustment type by typing into the adjustment type dropdown might not correctly check the 'taxable' and 'subtotal adjustment' checkboxes.
• Changed: (case 25930) the user can no longer manually adjust the 'subtotal adjustment' checkbox on adjustments on a SO.
• Fixed: an issue where the shipping method dropdown on SOs was not in the correct order.
• Added: (case 23573) configure->Tax Items popup now allows the user to specify (per taxitem) whether inherent cores will be taxable and/or dirty core exchanges will be taxable.
• Changed: the configure->Document->Tax Items popup has been redone to be easier to manage. This dialog now allows the user add/edit/delete tax items without going into another popup. This dialog now closer follows the configure->terms and configure->shipping methods dialogs.
• Changed: configure->Document->Terms now remembers whether fields should be blank (instead of 0). Also, which fields are readonly is based on what fields are filled out to make it easier to manage.
• Fixed: a minor issue where the first 'empty row' in the list after loading a document would allow the user to change the taxable and hold checkboxes, but not subsequent empty rows.
• Added: inherent core lines and dirty core exchanges now default their taxable checkbox based on the currently selected tax item. In addition, changing tax items automatically checks or unchecks the taxable checkbox for all inherent and dirty cores based on the newly selected tax item.
• Fixed: dirty core exchanges no longer highlight the manufacturer lookup.
• Fixed: (case 26548) an issue where customer messages set to "On Customer Added to Invoice" would not display on the invoice (though ones that were "Display Everywhere" were working correctly).

Search

• Added: (case 25532) a button on part search to search cores on HeavyTruckParts.net

Transaction List

• Fixed: the result list now correctly lets the user save and re-run saved graph templates.
• Fixed: (case 26631) exporting the results to CSV now correctly escapes quotes with another set of quotes instead of a backslash.

Vehicles

• Fixed: an issue where the break even graph would be blank when loading a vehicle from search and the screen was closed.
• Fixed: (case 25917) an issue where using the default location for a new vehicle would not correctly save the location id in the database.

Vendor

• Removed: (case 25381) the default PO transmission method dropdown has been removed since the PO screen doesn't have a transmission method dropdown anymore.

Warehouse Management

• Added: (case 24889) 3 new permissions that control whether the user can access (and what stores appear in the dropdowns of) the 3 pages on the manage warehouse screen.

Work Orders

• Added: (case 1439) work order lines now look at a store setting for what the default lineitem description should be.
• Added: (case 6509) there is now an attention icon if the master part creates 0 quantity (repair/rebuild order) and the item has no quantity on hand. This is because inventory with 0 QoH cannot absorb changes to cost. This causes a warning on save and error on finalization.
• Fixed: (case 25793) an issue where loading a master part that was serialized at one store but not at another might not load the serials correctly.
• Fixed: an issue where, if the user edited a non-serialized master part and hit cancel, an incorrect 'no serial chosen' icon would be displayed.
• Changed: when the user added a serialized master part, the user could not edit the serial # immediately. The user had to hit ok then edit serials later.
• Fixed: (case 25948) job parts now always get a gl context set, even if accounting is turned off.
• Fixed: (case 25816) is issue where launching the choose serial # dialog from the edit item dialog would cause an application crash.
• Added: (case 18101) loading a part template now adds both the master item and its children to the document.
• Fixed: a bug where kits and templates would never load their collection components onto the job part list. Now, kits simply load their component items onto the document (similar to POs and TOs). Templates load the parent item and all component items (similar to SOs, POs, and TOs).
• Changed: the tax checkbox on inherent core charges and dirty core exchanges is now based on the currently selected tax item, similar to the SO screen.

Release 16.2

Sales Orders (18786)

• Fixed: (case 26548) an issue where customer messages set to "On Customer Added to Invoice" would not display on the invoice (though ones that were "Display Everywhere" were working correctly).

Release 16.1

EBay (17570)

• Corrected issues with holds and invoices for ebay records.

Global Settings (17572)

• Corrected issues with holds and invoices for ebay records.

Inventory Overview (17567)

• Fixed: (case 25634) an issue where the user's choice of stores was being ignored when they would open the screen, possibly causing extra slowdowns if they didn't wish to review all stores' data.

Work Orders (18446)

• Fixed: (case 25816) is issue where launching the choose serial # dialog from the edit item dialog would cause an application crash.

Release 16.0

Highlights

• Better handling of exporting, graphing, and icons when right clicking on lists in the software.
• New accounting summary page on the accounting screen. This tab is an interactive accounting report that shows all general ledger activity on a date range, grouped by account. This tool is aimed to make accounting research easier. The user can drill down into any group of activity, which is displayed on the accounting detail page.
• To further improve accounting research, double-clicking an item on the account detail page will take the user to the corresponding document screen. In addition, the sales order, work order, and payment interfaces all have the ability to send the user back to the accounting screen to show all accounting history associated with the document.
• Work order screen now stops the user if the WO they're finalizing is not properly configured to perform all accounting. In addition, dropdowns have been added to the accounting screen for easily configuring important accounting settings.
• The QuickBooks export page now has an (optional) QB customer account field. The user can perform a lookup using this field to choose an account from QB that should be associated with all exported activity. If an account is chosen this way, it allows QB integrations to use special QB accounts, such as Accounts Receivable as well as Undeposited Funds.
• The 'choose report to print' popup that occurs when printing some reports now has a 'favorite' checkbox that allows a user to choose a specific report they prefer to always sort to the top, making some reports faster to print.
• Easier management of serials on purchase orders. It automatically pops up to ask the user to enter serials when they receive quantity. Also, its now faster and easier to mark serials as received.
• The QB export screen now pro-actively tells the user if any accounts have not been mapped to quickbooks.
• Sales have been added to the vehicle break even graph on the vehicles screen, making vehicle performance easier to understand.

General

• Added: If there is more than one page of results to display on any multi-page list, the user is prompted to load all results before finishing the export/graph operation.
• Added: when the user right clicks in any list control, there are now icons in the context menu corresponding to the export to csv/html/graph options.
• Added: the 'execute saved graph template' submenu in the right click options now shows a graph type specific icon next to each saved chart. For example, a saved pie chart will show a pie chart icon.
• Changed: by default now, list control tooltips only appear if the cell text is too large to fit into the cell.

Accounting

• Added: (case 23714) double-clicking SO and WO accounting entries now correctly opens the corresponding document.
• Renamed: various tabs on the accounting screen have been renamed to make their purpose clearer to those with bookkeeping experience.
• Fixed: sorting of accounts in the chart of accounts to keep items in better numeric order.
• Added: (case 24000) an initial version of a new accounting summary page. This tab is an interactive accounting report that shows all general ledger activity on a date range, grouped by account.
• Added: double-clicking an entry on the accounting summary page will now bring the user to the detail page with all appropriate filters entered.
• Added: account name on the activity detail page.
• Added: auto-complete support for the account filter. The user can look an account up by either name or number.
• Fixed: the accounting summary and detail tabs now correctly save column order and widths.
• Changed: the activity detail page now splits amount into credits and debits columns for easier review.
• Removed: the activity detail and summary pages now no longer refresh by default.
• Added: activity detail page now shows gl transaction id and context. Also, the color alternation now alternates by transaction.
• Fixed: an issue where activity summary would crash if gl entries were found with no corresponding accounts.
• Changed: the account activity detail page no longer requires that the transaction data stay grouped together. Now they are grouped by transaction initially, but the user can still sort the items to reorder them.
• Added: some footer totals to the accounting summary page.
• Added: the accounting summary page now has an Impact column. This column shows the net effect on the account, showing a positive or negative value depending on whether that account type is increased or decreased by a net credit or debit.
• Changed: moved the date ranges on the accounting summary and detail filters to the top of the filter areas, as it is the most important.
• Added: (case 23776) the accounting detail page now loads all gl entry history before the user exports or graphs the contents of the list.
• Added: (case 23999) support for the user sending payments, sales orders, and work orders to the screen to view all accounting detail associated with that document.
• Fixed: an issue where the previous version of the Activity Summary by Account screen was incorrectly calculating the "Impact" column for revenue accounts. Now revenue accounts correctly project a positive impact due to credits.
• Added: support for icons in right click menus.
• Fixed: the date ranges on the accounting history detail and summary pages now handle date and times correctly.
• Added: categories tab now has some dropdowns for the user to easily set several important settings for GL category, such as the gl category for EPA charges, shop fees, misc line items, and new part records.
• Fixed: (case 25370) an issue where the user could not add a new GL category with the add button.
• Added: the default gl category for returned dirty cores (used on the core management screen) can now be set on the accounting screen like other important gl categories.
• Added: tooltips for the gl category setting dropdowns on the category page.

Approvals

• Removed: a redundant permission for controlling whether a user can perform credit approvals.
• Added: (case 24131) the price approvals tab now uses the list of stores the user has permission to approve prices at to build the list to display. This allows users to be granted permission to approve prices at more than one store.
• Fixed: right clicking in the price approvals list now correctly shows options for opening the part/document/customer/etc.
• Added: icons to right click menus.

Common Resources

• Added: the user can now email images that are public, private, or both.
• Added: the email field that was labeled 'Subject' was actually being put into the body of the email. There is now a subject field the user can change. There is now a proper custom email body template field as well.
• Fixed: (case 24862) to bring tag printing in line with other interfaces, the "Unprinted" column has been renamed to Printed and had its meaning flipped. This is because parts and search now have columns that track whether a tag has been printed, instead of whether a tag still needs to be printed.
• Changed: the EditChoiceDialog now has a more reasonable default message if the user does not enter a value before hitting ok.

Core Management

• Fixed: if a company has accounting turned off, the core management screen will no longer complain that no default dirty core gl category has been chosen.
• Fixed: right clicking on the customer core list now correctly shows the options presented in the export button.
• Added: support for icons in right click menus.
• Fixed: if the user is returning a core to a different store than it was originally created at, the core bank tag # will now correctly show up on the returned tab. This does not effect what happens when you inventory or discard cores.

Crystal Reports

• Fixed: (case 25279) an issue where options in the 'choose report' popup were not strictly in alphabetical order.
• Added: the choose report popup (report diambiguation dialog) has been reworked. It now shows orientation as well as whether that report is a favorite of the user's. Favorite reports are automatically sorted to the top.

Customer

• Added: (case 23999) when the user opens a payment in the payment detail popup dialog, there is now a 'show document accounting' button that shows the user all accounting history for that payment.

Customer List

• Fixed: (case 24597) an issue where certain symbols (including + and -) might cause an issue with smart searches if they were used in the middle of a word. This was disrupting the ability to easily search for phone #'s. Now, a - at the start of a word means "exclude this word", but a - in the middle of a word will be treated differently.
• Added: (case 24246) for backwards compatibility, there is now a global setting that controls whether all customer smart searches will have an implied wildcard () at the end of what the user searched for. This is to make the search work more like it did before the recent speed improvements in version 14. This setting defaults to on and is located at "Customer List"->"Automatically add wildcard () to the end of smart searches".
• Fixed: an issue where the smart search handler would add a * to the end of some fulltext searches despite the fact that putting a * after a quotation mark caused a FTS error.

Database

• Fixed: (case 23582) the price acceptability functions no longer enforce rules for components of a Kit on sales orders. Also, the average cost of the kit parent item is now always considered to be $0, to match what is shown on the SO screen.
• Added: (case 15836) fcreatecore_inventory now correctly reads the existing setting for default dirty core gl category and uses it for new core inventory records.
• Changed: as per case 15836, several gl contexts have been renamed to make their purpose clearer.
• Fixed: (case 24725) an issue where the fhasaging function might not exist on the database because the previous definition had a bug.
• Fixed: an issue where serials would count as on hold even though the sales order line had the hold checkbox unchecked.
• Deprecated: an unreferenced table called useraddress. It has been renamed to DEPRECATED_useraddress in case anyone has any data in that table. This will be removed at some point in the future.
• Added: (case 24079) a permission that controls whether the user can refund a customer for a core charge (instead of performing an exchange).
• Changed: (case 16011) the f_returnablesalesorderlincount no longer counts job lineitems as returnable.
• Added: the cost discrepancy table now captures the GL category of the inventory at that moment.

Data Management

• Changed: the buttons below the mappable fields have been renamed to more accurately describe their function.
• Fixed: an issue where changing the custom mapping with the popup dialog would still say "Set Default". Also, instead of a radio button that says "None" there is now an option that allows the user to clear their custom mapping.

Ebay

• Fixed: (Case 15883) PayPal Immediate Pay UI/Dialog behavior has been added.
• Fixed: (Case 15883) Fixed an error when checking from the edit menu for PayPal Immediate Pay.

Global Settings

• Fixed: a query for loading report print history is now compatible with mysql version 5.7.

Home

• Added: all home screen property pages now automatically load all pages of results if the user attempts to export or graph the results. This is to help the user so they do not have to export each page of results separately.

Inventory Overview

• Fixed: some weirdly sized buttons.
• Added: icons to right click menus.
• Added: the "All Items…" right click submenu now has all the normal right-click list control options (export to csv/html, graph, run saved graph) that other lists have.

ITSQLFramework

• Fixed: an issue where, after the first database error a user saw, no other database errors would be reported.

Login

• Fixed: a minor issue where, if the stores a user had access at was changed, it might not take effect until the next login.
• Fixed: (case 24680) an issue where editing user groups would take a long time to save.

Master

• Fixed: (case 24416) an issue where the code that changed comments in the query parser was dropping newlines when it should not, causing stored procedure/function definitions to be hard to read on client databases.
• Changed: the URL that updates are downloaded from, to support future migration of this service.
• Fixed: if the user is looking at the update download dialog and they do Actions->reset updates, the dialog is no longer closed and reopened.
• Fixed: (case 25241) a crash that could happen if the user hit "Hide" on the update download dialog, and then the system automatically checked for updates again in 5 minutes.

Parts

• Added: support for private attachments on emails.
• Fixed: an issue where a collection might not load items that were status C or D correctly, despite the fact that they were still loaded as part of the collection on the SO.
• Fixed: (case 24708) an issue where, if the user deselected all serials when performing an assembly breakdown, the quantity to disperse would get set to 0, even if integral parts were set to disperse.
• Changed: (case 24708) in the assembly breakdown dialog, the serial # list is no longer a 'sticky list'. This is because selecting a different (single) serial # is a more common operation, so this makes the common case easier/faster.
• Changed: the Q&A page now labels the 'Default' serial "Default Serial Q&A" to make its purpose clearer.
• Changed: non-serialized parts no longer require that the user select the Default serial to edit Q&A. Also, non-serialized parts grey out the serial # list to make things clearer.
• Changed: Option/Value are now labeled Question/Answer to correspond to the other interfaces.
• Fixed: hitting "Add serial" button now automatically puts the user's focus into the new serial's serial #.
• Added: icons to the add/remove serial # buttons.
• Added: right click menu icons to the attachment interface. Also, rephrased delete attachment to unattach in the right click menu.
• Fixed: (case 24835) a crash that could occur if the user closed and reopened the images popup.
• Fixed: an issue where the gl category dropdown would not be editable if the user unchecked the "Automatic gl category" checkbox.
• Fixed: (case 25040) an issue where the tooltip for the tag printed checkbox had not been changed to reflect the way those checkboxes work now.
• Added: (case 893) when saving an aftermarket part, when the user is asked if they wish to replicate a part between stores, there is now a "Replicate to all stores" button for easy replication.

Purchase Orders

• Fixed: (case 24383) an issue where loading items onto a PO or TO that had messages would cause the user's focus to move away from the list control.
• Added: (case 25220) the icon for allowing the user to update inventory cost if it didn't match purchase price is now hidden if the user does not have permission to update inventory cost.
• Fixed: (case 25151) an issue where loading and resaving a PO could cause the fax # saved with the vendor address to disappear from the PO. This could affect some reports that loaded vendor fax # from the PO.
• Added: (case 25144) when the user changes the quantity received of a serialized lineitem on a purchase order, and not enough serials have been added, the add new serial popup will automatically be shown.
• Added: if the user hits receive all on a PO, the serials are automatically marked as received.
• Added: if the user adds a serial to a PO, and quantity received is already set, the serials are automatically marked as received.

Quickbooks

• Fixed: layout of all quickbooks accounting pages to match the rest of the software.
• Changed: the QB gl entries push tab now organizes its data into a tree based on day, since the user can only export an entire day at a time, making sorting and exporting easier.
• Added: icons to all buttons on the QB accounting tabs.
• Changed: the modal result dialogs are now a bit more descriptive.
• Changed: the columns now resize appropriately to fit accounting data.
• Added: 'wait' cursor during loading any QB accounting screen.
• Added: doubleclicking rows in the journal entry push tab now shows the user the detailed entries that make up that row.
• Fixed: an issue where the journal entry push page might crash if there is nothing to export.
• Added: the journal push tab now has a "Mapped in QB" column. This says whether the account associated with the journal entry is mapped between ITrack and QB or not.
• Added: (case 24843) there is now a field for entering the name of a QB customer and a verify button. If the user enters a valid customer name and hits verify, ITrack attempts to find that customer in QB. If this is successful, that customer is automatically associated with all journal entries pushed to QB. This makes it so that the user can push journal entries to accounts in QB that require a customer account, such as Accounts Receivable and Undeposited Funds.
• Fixed: if the user hits push to QB and no journal entries' accounts are mapped, it no longer tries to push anything.
• Fixed: a crash that could occur in ITrack if the system was unable to retrieve the account mapping from QB. Now an error popup is shown to the user instead to let them know what error QB returned.

Sales Orders

• Fixed: (case 24383) an issue where loading items onto a SO that had messages would cause the user's focus to move away from the list control.
• Added: (case 23535) there is now a warning if the user intentionally adds the same customer core return to the same invoice more than once.
• Fixed: (case 23864) an issue where the configure adjustments dialog was allowing the user to edit fields on restricted adjustment types.
• Added: configure adjustments dialog now remembers the user's last placement position.
• Changed: the user can no longer change the price of child items in a kit. This has been done to match the fact that price acceptability is no longer enforced on those items, and instead only enforced on the parent of a kit.
• Fixed: (case 24002) several other situations where inherent core refunds were using the Core Return gl context instead of Core Sale.
• Fixed: the user can now delete inherent core refunds off of a sale, even if it has cost associated. (it was erroneously stopping the user because it thought it was an inherent core sale)
• Changed: selling core items outright now uses the "Sale" context instead of "Core Sale", since that is reserved for inherent core charges.
• Added: (case 23999) so long as the user has permission to open the accounting screen, there is now a right click option to view the currently loaded SO's accounting history on the accounting screen. This operation can also be done with the advanced drop down button.
• Added: (case 23999) so long as the user has permission to open the accounting screen, there is now a right click option in the payment list to view that payment's accounting history on the accounting screen.
• Added: right-click menu icons.
• Fixed: the save options popup is now labeled Save/Print options and the cancel button is labeled "Cancel Save" now.
• Fixed: (case 25042) an issue where the first item that would be added to an existing SO would get a quantity of 0 if the user did not explicitly set it to anything else.
• Fixed: the configure payment methods dialog now correctly sets the user's focus into the new payment method for quick entry.
• Changed: (case 24816) if a core charge has been rejected on the core management screen, the user can no longer perform a manual core exchange for that core charge. The user can still refund that charge.
• Fixed: (case 25263) an issue where (while selling a vehicle) the "choose parts to leave in inventory popup" would end up putting cost onto the components left in inventory equal to the amount already allocated to these parts. This had the effect of doubling the intended allocation of cost onto the components left in inventory.
• Fixed: the popup for choosing which vehicle components to leave in inventory now correctly calculates the remaining/unallocated vehicle cost. In addition, this popup now properly takes into account the company settings that control whether cost and/or average cost are considered when computing the amount of vehicle cost 'allocated' to parts off of that vehicle. If the user updates the 'cost' field in this popup, the difference will be put into average cost or cost, depending on which the company uses to store vehicle cost allocations. The cost field on this popup is not editable if the company does not consider either field when dealing with vehicle cost allocations. The tooltip on the cost column has been changed to more accurately reflect its use.
• Fixed: if the user sells an assembly with components that are in stock (and chooses which 'child' components to leave in stock), the cost of the assembly on the invoice should no longer be set to 0.
• Added: (case 24079) there is now a permission that controls whether the user can refund a customer for core charges. Without the permission, the user can still perform core exchanges. This is to help in situations where users accidentally refund core charges instead of doing an exchange.
• Added: (case 21958) there is now a store setting that controls whether salespeople are allowed to return inventory on an invoice without selecting a return reason. (Note: the reason N/A counts as no choice with regard to this setting).
• Changed: (case 16011) non-returnable items can no longer be returned on the same invoice it was sold.
• Changed: (case 16011) job line items are no longer returnable. If there is a mistake with a WO it should now be voided or reopened.

Search

• Fixed: (case 24385) an issue where the "Dismantled True/False" vehicle search field was working backwards.
• Fixed: (case 24461) an issue where wildcard searches in the model dropdown would search the part's 'actual' model name instead of the parent model name.
• Fixed: (case 24835) a crash that could occur if the user closed and reopened the images popup.
• Fixed: (case 24835) an issue where closing the image viewer between searches could cause ITrack to crash.
• Fixed: the popup that would appear if there were no tags to print now correctly tells the user to uncheck (instead of check) the availability column to reprint tags.
• Fixed: (case 25385) possible query errors that the user could encounter if they smart searched for a string containing "*/". Now, this will no longer cause an issue.

Transaction List

• Fixed: (case 23881) when a saved transaction list filter is loaded or run, fields that were not saved in that filter (usually default fields) are now correctly unchecked.

Vehicles

• Added: support for private attachments on emails.
• Added: support for all 4 'flex' fields as information in vehicle emails.
• Added: right click menu icons to the attachment interface. Also, rephrased delete attachment to unattach in the right click menu.
• Fixed: (case 24835) a crash that could occur if the user closed and reopened the images popup.
• Fixed: (Case 25369) The Vehicle break even graph tab now takes quantity into account.
• Added: (Case 25369) The vehicle break even graph now shows sales.
• Fixed: (Case 25369) The vehicle break even graph now correctly displays the graph when coming from the search screen.

Vendor List

• Fixed: (case 24597) an issue where certain symbols (including + and -) might cause an issue with smart searches if they were used in the middle of a word. This was disrupting the ability to easily search for phone #'s. Now, a - at the start of a word means "exclude this word", but a - in the middle of a word will be treated differently.
• Added: (case 24246) for backwards compatibility, there is now a global setting that controls whether all vendor smart searches will have an implied wildcard () at the end of what the user searched for. This is to make the search work more like it did before the recent speed improvements in version 14. This setting defaults to on and is located at "Vendor List"->"Automatically add wildcard () to the end of smart searches".

Work Orders

• Added: (case 23999) so long as the user has permission to open the accounting screen, there is now a right click option to view the currently loaded WO's accounting history on the accounting screen. This operation can also be done with the advanced drop down button.
• Added: right-click menu icons.
• Fixed: (case 25184) when an WO that has not been finalized is loaded, all calculated values are now recomputed. This fixes an issue where WOs with work clock entries might not re-compute to have the right totals if the shop supplies are a percent of the labor charge.
• Added: when the user saves a work order, its now saved as a single transaction. This means, if there are any errors while saving or finalizing a WO, the entire operation is reversed instead of leaving things halfway.
• Changed: if accounting failed during a WO save, the WO save is now rolled back. This should prevent any issues where quantity is adjusted but accounting failed.
• Changed: WIP and final accounting is now only refreshed if accounting is enabled to speed things up.
• Added: (case 23298) if a user saves a WO, accounting is turned on, the user is now warned if any accounting would be impossible. This solves issues where epa charges/shop fees/labor/ or parts are not properly configured in accounting but have non-zero amounts to account. This is only a warning when saving, but an error if the user is attempting to finalize the WO.
• Added: when performing a breakdown, the WO is now saved in a single transaction so that if anything fails, all changes will be rolled back.

Release 15.2

Sales Orders

• Fixed: (case 25263) an issue where (while selling a vehicle) the "choose parts to leave in inventory popup" would end up putting cost onto the components left in inventory equal to the amount already allocated to these parts. This had the effect of doubling the intended allocation of cost onto the components left in inventory.
• Fixed: the popup for choosing which vehicle components to leave in inventory now correctly calculates the remaining/unallocated vehicle cost. In addition, this popup now properly takes into account the company settings that control whether cost and/or average cost are considered when computing the amount of vehicle cost 'allocated' to parts off of that vehicle. If the user updates the 'cost' field in this popup, the difference will be put into average cost or cost, depending on which the company uses to store vehicle cost allocations. The cost field on this popup is not editable if the company does not consider either field when dealing with vehicle cost allocations. The tooltip on the cost column has been changed to more accurately reflect its use.
• Fixed: if the user sells an assembly with components that are in stock (and chooses which 'child' components to leave in stock), the cost of the assembly on the invoice should no longer be set to 0.

Release 15.1

Master

• Fixed: if the user is looking at the update download dialog and they do Actions->reset updates, the dialog is no longer closed and reopened.
• Fixed: (case 25241) a crash that could happen if the user hit "Hide" on the update download dialog, and then the system automatically checked for updates again in 5 minutes.

Sales Orders

• Fixed: (case 25042) an issue where the first item that would be added to an existing SO would get a quantity of 0 if the user did not explicitly set it to anything else.

Work Orders

• Fixed: (case 25184) when a WO that has not been finalized is loaded, all calculated values are now recomputed. This fixes an issue where WOs with work clock entries might not re-compute shop supplies when t hey are a percent of the labor charge.

Release 15

Highlights

• Work orders can now be reopened with proper permission. This works similarly to reopening sales orders.
• Work orders and sales orders save and reopen processes now happen inside a single database transaction, meaning if there is an error or database interruption, the entire operation will be rolled back, preventing issues where partial finalization was possible. (Similarly approving jobs on the warehouse management screen are inside a single transaction now)
• Accounting entries tab improved filters
• Items with average core cost that is non-zero now automatically add core charges to sales order and work order lines. Also, inherent core lines with a non-zero cost cannot be deleted from documents. This is to prevent 'losing' core inventory value.
• Various improvements to right click graphing, including fast-viewing of saved graph templates.
• Update downloader is now less intrusive and can be hidden permanently by unchecking the "show this dialog in the future"
• Exporting vehicles to berryhill auctions now supported
• Purchasing and transfering serials is much smoother now, and the status of the serials should make more sense in these cases. In addition, if the TO is not marked as ordered yet, any serials on that document should still be available at the source store.
• Vehicle costs/performance on the vehicle screen have been made more accurate. Final and projected costs should match the documents better, and the values are now colored (vehicle cost shows in red if total COGS exceeds it)
• Vehicle costs now includes inherent core charges from vendors as well as dirty core returns to the vendor, as both of these now affect a vehicle's total cost pool.
• Many improvements to the vehicle break even graph to make it more accurate and usable.
• Better show/hide hotkey support for the image popups on the parts and vehicles screens
• Added support for entering third party shipping tracking #'s and to have shipping progress web pages opened. URLs have automatically been added for many common shippers, and users can customize them if they'd like to send tracking URLs to their customers.
• Appraisal support for part collections, such as assemblies.
• Support for a separate customer memo for printing onto invoices based on invoice payment terms.
• Added a new setting ("Work Orders"->"Master part costing: put core inventory items' cost into average core cost") that controls whether inventory core bank items (inventory marked with "Is A Core" checked) have their cost put into the core cost of master parts. This was existing functionality that was always on before. This setting defaults to True.
• Added a new setting ("Work Orders"->"Master part costing: put inherent/dirty core line items' cost into average core cost") that controls whether inherent core charges have their cost put into the core cost of the master parts. This is new functionality. This setting defaults to True.
• Counting 'single quantity' parts (like whole units or vehicle parts) now always moves the part instead of ever putting any quantity in variance (lost and found)
• Better ability to manage the location serial #'s created on WOs go into.
• The user's work is now saved if they hide the assess finance charges dialog. This makes it much easier to go back and forth between that popup and the customer and SO details. (TIP: when this dialog is up, you can interact with the rest of ITrack without closing it)

Accounting

• Fixed: (case 23071) an issue where the document type dropdown on the entries page of the accounting screen did not correctly filter down to gl activity on sales orders of the specified document type.
• Changed: the entries tab has had its document type dropdown replaced to allow the user to choose types of Enterprise documents instead of just sales order document types.
• Added: the entries tab now has filters for document store, document # range, and a checkbox for filtering out entries that have not been exported yet.
• Added: the date range filter of the entries tab now allow both date and time.

Appraisal Extension

• Fixed: a possible database error caused by invalid inventory type #'s in sales appraisals.

Approval

• Fixed: Removed an unnecessary popup if the user did not have permission to the credit approval screen.
• Removed: a redundant permission for controlling whether a user can perform credit approvals.
• Added: (case 24131) the price approvals tab now uses the list of stores the user has permission to approve prices at to build the list to display. This allows users to be granted permission to approve prices at more than one store.

Common Resources

• Fixed: the picture pop up dialog now allows the user to use global hotkeys.

Core Management

• Fixed: (case 23406) the part type dropdown was not usable.

Crystal Reports Extension

• Fixed: an issue where the advanced print dialog would sometimes appear when the user was previewing a report, if the user had no default printer set for that report type.
• Changed: holding the advanced print button while previewing a report will no longer show the advanced print dialog, as previewed prints don't pay attention to most of the options.

Customer

• Fixed: an issue where the configure regions dialog might show items incorrectly.
• Fixed: (case 22957) an issue where, if the user edited an existing payment and changed its payment method, the gl that that payment hit didn't get modified. Now, it is updated if and only if the payment method changes, causing accounting to be corrected to match.
• Fixed: (case 23102) an issue where the user could cancel a payment that had been entered through the credit card terminal.
• Added: if the user uses the next/prev arrows when no search had been done, a message is displayed, like on the vendor screen.

Customer List

• Changed: (case 23171) customer smart searches with multiple words will now automatically require all words to be present in the results.
• Fixed: customer smart searches now correctly order results with the 'best' matches at the top.
• Fixed: (case 23407) an issue where the application could crash if the user uses the next/previous arrows when no search had been done.
• Fixed: (case 24250) an issue where the assess finance charges dialog could crash if the user searched, viewed a customer or invoice, closed and reopened the dialog.
• Changed: the close button on the assess finance charges dialog is now labeled "Hide". If the user hides the dialog and comes back, their work is saved.
• Added: minimize/maximize buttons to the assess finance charge dialog.

Database

• Removed: some settings that are not used anymore.
• Changed: added a default to the salesorderline.type column so that new rows won't get NULL.
• Added: several inventory import fields that were missing from some databases.
• Fixed: (case 22334) an issue where instances where there were multiple parts with the same tag # might throw off an inventory import updating those rows.
• Added: (Case 22934) A new function fhasaging, which tells the caller if a given customerid has any data worth checking aging on. Used for aging report performance improvements.
• Changed a previous update to ensure that the list control graph template exists, no matter what.
• Added: as per suggested by Chad@VHI, the queries that added a unique index to to scanjobaction will now remove duplicates first.
• Added: (case 22915) when the user transfers any 'single quantity' items (monolithic parts as well as vehicles) between stores, all open SOs and WOs that have that item on hold now have their lineitems transitioned to point to the item at the destination store and use the location at the destination store.
• Fixed: an issue where the vehicle bid item table was not allowing full-length categories to be saved in the table.
• Changed: (case 23306) add-on core costs now properly factor into vehicle cost pools. Also, add-on core costs now count as allocated vehicle costs.
• Changed: (case 23306) inherent cores on vehicle items can now have add-on costs that pull out of the vehicle cost pool, similar to add-on costs on standard inventory items associated with vehicles.
• Added: Case 23338: add support for monthly history out to 12 months on part modification
• Added: Case 22695: add 3 and 9 month usage history to the 6 and 12 month options on part modification
• Fixed: an issue where fserialavailable would say that serials were on hold even if the TO hadn't been marked as 'Ordered', which normally controls whether serials are on hold.
• Added: PO dirty core returns to vendor associated with a vehicle now lower the total vehicle cost pool.
• Removed: vehicle break even graph, since it now uses the standard list control graph.
• Fixed: (case 23445) salesorderline and jobpart can no longer have a type of NULL.
• Removed: (case 22171) vendor.category, which is an unused column.
• Changed: (case 23531) made significant adjustments to various tables, functions, procedures, and events to synchronize various databases, which had become somewhat different over time.
• Added: taxitempart, taxitemparttransaction, which is in use at some yards, and standardizes various databases.
• Added (case 23563): New permission for whether a user can make changes to the parts on a job(add/remove).
• Added: (case 9098) shipping tracking # is now a field tracked in the sales order table.
• Changed: all the standard 3rd party shipping methods now have more up to date tracking URLs.
• Fixed: (case 23504) an issue where the inventory transaction list search would throw an error if the user used the Default Vendor filter.
• Added: (case 23570) term.customermemo, which is a customer-visible memo that will be shown on invoice printouts.
• Fixed: an issue where prunforeachtable might not skip all tables we don't care about during an optimize operation.
• Fixed: (case 23738) an issue where historical inventory usage would report based on document store instead of inventory store.
• Fixed: the Inventory Part Type name filter in Transaction List. It was looking up names as inventorytypeids instead of by the actual name
• Removed: (case 23781) references to various views, such as vinvoice, vquote, v_opentransferorder, etc from many enterprise functions. Its been found that views inside functions were causing increased execution times and locks on databases after mysql version 5.6.23. This was causing a lot of slowness on customer balance calculations especially. In most cases, this makes these functions as much as 50% faster even on older versions of MySQL.
• Changed: (case 22989) singlequantity flagged parts now move rather than use variance during counts.
• Fixed: (case 23902) an issue where gl entrys' gl deparment id would sometimes have an invalid value instead of NULL.
• Added: gltransaction.type now supports 'Work Order Reopened'.
• Added: (case 23915) accounting for work order master parts now correctly move both normal cost and core cost from work in progress to inventory instead of just base average cost.
• Added: (case 24118) filters and display fields for inventory.dateentered on the Transaction List screen.
• Fixed: an issue where replicating an inventory record that had quantity on order would carry that over to the new part. We also call finventoryinserted after replicating the part now.
• Added: Transaction List Filters and Display Fields for WO Inventory Category.
• Added: Transaction List Search Filters and Display Fields for Sales Order Inventory Categories.

Data Management

• Added: (case 23792) the backups created as part of imports are now created much faster and take much less space. Mainly, we now use ARCHIVE database engine and don't create indices on backups.

Ebay Extension

• Fixed: (Case 22323) Ebay now displays friendlier shipping names
• Fixed: (Case 24024) The error when refreshing auctions no longer occurs.
• Fixed: (Case 24023) Images from one listing will no longer be applied to later listings when multiple items are listed at once in eBay.

Graphing

• 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.

Global Settings

• Changed: saved chart templates are now only loaded once, making graph dialogs and right clicking in list controls faster.
• Fixed: an issue where the Edit->User hotkeys dialog could get stuck off of the screen.
• 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.

Image Synchronizer

• Fixed: (Case 23414) The DELETE statement that was used for syncing has been split into multiple components and now it runs faster.

Interchange

• Fixed: (case 22907) an issue where entering a first or last year for an interchange record above 2050 might automatically change the year the user entered to something in the 2000 range.

Login

• Fixed: a minor issue where, if the stores a user had access at was changed, it might not take effect until the next login.

Mas90 Accounting

• Fixed: (case 23902) an issue where gl entrys' gl deparment id would sometimes have an invalid value instead of NULL.

Master

• Changed: (case 7808) the update downloader dialog has been combined with the update log dialog. This prevents the issue where the user's focus was being moved automatically to this popup when downloads finished. This avoids interrupting the user's work.
• Added: the update downloader dialog can now be hidden or closed immediately instead of having to wait for the downloads to complete. If the user wants to reopen the dialog, they can double-click on the update status in the status bar.
• Added: the update progress dialog now has a "Show this dialog in the future" checkbox. If the user unchecks this, they will only see the update progress/change log dialog if they double-click on the update status string on the status bar.
• Fixed: screen list now properly resizes if the user has non-standard windows zoom.

Parts

• Changed: (case 22420) for clarity, the 'print tag' check on a part and its serial #'s have been switched to "Tag Printed", reversing the meaning of the checkbox.
• Fixed: (case 22420) newly created serial numbers now correctly mark themselves as having not printed a tag yet.
• Changed: (case 9153) if the user loads a vehicle whole unit on the parts screen, many fields are now greyed out, to prevent the user from accidentally breaking the vehicle.
• Fixed: (case 10205) an issue where the user could get past the "no manufacturer selected" error when saving an aftermarket part by typing something into the manufacturer code field that was valid but did not match anything in the manufacturer dropdown.
• Fixed: (case 23410) an issue where the show/hide image dialog hotkey was not showing up in the user hotkey dialog. The default hotkey has changed to ctrl+alt+P.
• Fixed: (case 10964) an issue where hitting copy part might cause the new part to not have the correct store, which could cause the location dropdowns to have no options in them.
• Added: (case 23607) the transaction history page now shows 0 in the affected quantity column for all voided document types.
• Added: (case 17753) added support for HTP, auction, and local sales appraisals to assembly collections.
• Added: the collection list now has a totals footer.
• Added: new assembly child parts now get the correct location id. Also, entering an interchange # with a letter at the end now correctly splits the letter into the "Sub-interchange #" field.
• Removed: several redundant queries that were part of loading. Now, manufacturers and part types are loaded only once as part of the auto-completes.
• Changed: (case 23722) in order to decrease the memory footprint of the part history page, many of the text columns are now limited to 100 characters instead of 250.
• Changed: the transaction page should no longer trigger a "Table full" error for parts with a lot of history.

Purchase Orders

• Fixed: an issue where settings were being created under the locations "Purchase Order" and "Transfer Order" instead of "Purchase Orders" and "Transfer Orders".
• Fixed: an issue where the 'On Save' area in the bottom right of POs was partially off the screen.
• Fixed: an issue where, if the user loaded a PO posting using the posting number (such as 1, 2, 3, etc), PO adjustments were not properly loaded.
• Changed: (case 23337) transfer orders now leave serials as status 'Available' until the TO is marked as ordered.
• Added: the transfer order error popups that would occur if the gl category was not configured for transferring are now more useful and clear, and they describe what action the user should take to continue.
• Fixed: an issue where serials added to transfer orders that were not ordered would be shown as In Transit instead of Available, despite the fact that those items are not on hold.
• Fixed: (case 22813) an issue where changing the destination location of a serial on a transfer order might not correctly affect the transferorder locations.
• Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.
• Fixed: (case 24383) an issue where loading items onto a PO or TO that had messages would cause the user's focus to move away from the list control.

Quickbooks

• Fixed: some memory leaks on the journal push and QB accounts pages.

Report Viewer

• Fixed: a potential issue where advanced print dropdowns might not work.

Reports

Billing

• Changed (case 22934): Optimization pass. Moved the interval balances to a subreport and filtered using a new function.
• Added (case 23382): the ability for the report to be scheduled with Report Commander.

Core Tag

• Removed (case 22969): text below the barcode

Core Tag (Large)

• Removed (case 22969): text below the barcode

Credit Summary

• Fixed (case 23222): current balance and the blue balance line on the graph were not considering unallocated payments.
• Added (case 21080): Weighted Average Days to Pay and other informational fields.
• Added (case 21080): a start date parameter, so range can be selected instead of automatically set to 12 months. If too long of a date range is selected, the report will alert the user and use the longest range it can instead.
• Improved (case 21080): Speed. This is a major performance update.
• Fixed (case 21080): a rounding issue in the formula that determines whether or not a sales order is balanced. 0.00 balance SOs were showing up in the unbalanced SO informational fields.

Customer Address Label 5160

• Added (case 24206): a new report. It prints Avery 5160/8160 labels from the Customer List screen.

GL Activity

• Added (case 22988): GL account number, and a new parameter that allows you to choose whether the date range filters by gl entry date or associated document date

Inventory By Default Vendor

• Added (case 21506): a new report, replacing Inventory By Vendor. This report is similar, but not misleading about what it does. It is an inventory report primarily but also includes purchases and sales related to the inventory line in a date range. It has several different summary modes and also points out vehicles with cost remaining that are not A or H like Inventory Summary and Inventory Detail By Part Type.
• Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining

Inventory By Vendor

• Removed (case 21506): deprecating. Report was misleading. Inventory By Default Vendor will absorb the functionality.

Inventory Count Sheet - LXW

• Added (case 21508): inventory with no location, when the location parameter is '*'
• Changed (case 21508): the true/false parameters to strings. Previously, one was a string and one was a Boolean. With Crystal, either would work; but strings look friendlier if this were ever run from the Report Viewer.

Inventory Detail By Part Type

• Fixed (case 22522): Extended Cost column 0 quantity whole units with cost remaining - because 0 x something = 0. So the average cost sum wasn't matching up with Inventory Summary. Also changed when the query considers quantity > 0, so those 0 quantity with cost remaining items aren't excluded in the query either.
• Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining

Inventory Quantities

• Removed(case 21514): deprecating Inventory Quantities report.

Inventory Summary

• Fixed (case 21506): quantity multiplier in the vehicle section of the query, which throws off cost when you have vehicles with multiple quantity. That is not something that is supposed to happen, but…
• Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining

Label

• Removed (case 22969): text below the barcode

Label By Location

• Removed (case 22969): text below the barcode

Labor Summary By Employee

• Fixed (case 23261): high labor hours when incomplete/unbilled jobs used the ratio and job.billinghours to calculate billing hours. Billed hours are no longer included until they are actually billed on an invoice. The report will indicate what is outstanding, if anything.

Picking Tag

• Removed (case 22969): text above the barcode (j)

Receiving Label

• Removed (case 22969): text below the barcode

Receiving Tag

• Removed (case 22969): text below the barcode

Sales By Invoice

• Fixed (case 23930): a query issue that could leave out some data that was too similar to other data.

Sales Order 11in

• Fixed (case 23559): a issue with the job and labor subreport leaving out labor rows when they were the same as other rows.
• Added (case 23570): term memo, a message specific to the payment terms, if present.
• Fixed (case 22154): extra space in footers on pages that are not the last page
• Added (case 22154): conditional suppression to the line item header - it will no longer print at the top of the page/section if there are no line items to print on that page
• Fixed (case 21892): optimization pass.

Serialized Tag

• Removed (case 22969): text below the barcode

Tag

• Removed (case 22969): the text below the barcode
• Added (case 21021): QR codes, this time disabled by default. A reliable internet connection is required to use them.

Tag By Location

• Removed (case 22969): text below the barcode

Tag Landscape

• Removed (case 22969): text below the barcode

Vehicle Value Analysis

• Changed (case 22577): excluded status T vehicles from vehicle inventory that was previously included because it has cost remaining

Sales Orders

• Fixed: an issue where a setting was being created under the location "Sales Order" instead of "Sales Orders"
• Fixed: (case 23028) an issue where menus in ITrack would not work while the SalesOrder screen was open and active.
• Fixed: (case 22912) an issue where removing the hold checkbox on items on an invoice still left those items on hold.
• Fixed: (Case 23102) an issue where the user could delete a new payment that had a valid credit terminal transaction associated.
• Changed: (case 23102) the user can no longer close a SO without saving it if there are any payments that have valid credit terminal transactions associated.
• Fixed: an issue where the 'cost' of inherent core lines could be incorrect on the first load, though they would be corrected on save.
• Added: (case 22341) the user is now prevented from deleting inherent core charges from an invoice if there is cost on the core charge. This is to prevent issues where that cost wasn't hitting accounting properly.
• Changed: (case 23314) now, items with average core cost (core inventory value) will automatically add inherent core charges to the document.
• Fixed: (case 23419) an issue where the "Can change lineitem taxable" permission was not affecting newly added lineitems.
• Added: (case 9098) support for shipping tracking #'s on each invoice.
• Added: a button to view the tracking information for the current SO based on the tracking URL, if its filled out. If it is not filled out, the user is notified that it will need to be entered first.
• Added: (case 15871) if the user enters a lineitem quantity before performing a part lookup, that quantity will no longer be lost. Also, price is now preserved if the user loads misc item info.
• Changed: the user can now use the stock # and vendor columns to perform full 'non-stocked vehicle' or 'non-stocked vendor' lookups on items that just have a description/item/price (pure-misc items) in addition to empty rows.
• Added: (case 23570) support for a 'customer memo' field for terms in the configuration dialog.
• Fixed: (case 23735) an issue where returned items would get an invalid SKU, causing them to not properly increase inventory QoH.
• Fixed: (case 23662) an issue where adding new payments to a SO would no longer correctly automatically select the customer's default payment method.
• Added: voiding and reopening SOs now happens within a single transaction, so that if there is any error, the entire operation is reversed.
• Fixed: (case 23764) an issue where the default payment amount was no longer defaulting to the remaining invoice balance.
• Fixed: an issue where changing the document number or amount of a previously saved payment was not being saved.
• Fixed: (case 23919) an issue where payments that had an impact on more than one invoice could have their amount changed each time the user opened and resaved an associated invoice.
• Fixed: an issue where saved payments on SOs could not have their amount set to $0 by users with the ability to edit payments. The user would see a popup with an option to "Remove $0 payments" but instead, their changes would not be saved. Now, newly created $0 payments are removed in this case, but existing payments save.
• Added: in order to avoid issues where SOs are finalized with open or void WO jobs on them, closing SOs is now impossible if any lineitems are from jobs that are in an invalid state.
• Added: the user can now delete job lineitems that point to invalid work orders now. This is because they cannot close a SO with documents in an invalid state.
• Added: job lineitem prices and costs are now correctly updated on load and on refresh so that reopened WOs don't get invoiced for the incorrect amount.
• Fixed: (case 24002) crediting inherent core charges back to the customer (forgiving core charge) now uses the GL Context of "Core Sale" instead of Return. This is to make sure that core credits don't hit inventory sales accounts. This does not affect dirty core exchanges.
• Changed: (case 24059) the warning that the user received when returning an item on another open return SO is now an error to help avoid users returning items more than once.
• Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.
• Fixed: (case 24383) an issue where loading items onto a SO that had messages would cause the user's focus to move away from the list control.

Search

• Fixed: an issue where the inventory type dropdown wasn't getting set right when the user typed a type # in the edit next to it.
• Added: support for exporting results in all result lists to graphs like other lists in the software. This may not be very useful in the part search.
• Fixed: (case 22011) vehicles can now be exported to berryhill auctions using the auction export feature, same as inventory.
• Added: (case 20428) auction exports now include the store id the inventory is currently at.
• Changed: (case 22420) to match the changes to the part screen, all Print Tag check boxes have been renamed to "Tag Printed", reversing the meaning of the checkbox.
• Fixed: (case 23108) an issue where image data from previous searches were not cleared when the user performed a new search.
• Fixed: (case 23136) an issue where the model lists were based on the id of the currently selected part type instead of the type set id of the currently selected part type.
• Changed: (case 23722) in order to avoid an issue where exporting search results to CSV might overflow the maximum temporary table size, we now use the default engine type.

Vehicles

• Added: (case 23034) misc parts on a vehicle teardown will no longer copy the year/make/model/VIN/body style from the vehicle when it is changed. Only Standard parts will automatically copy that information to all associated parts.
• Changed: the bid page now has more and clearer tooltips for the suggested bid fields on the bid tab.
• Added: the vehicle 'costs' tab now includes inherent core charges from the vendor as well as dirty core returns to the vendor, as both of these now affect a vehicle's total cost pool.
• Fixed: (case 23306) the costs and performance tabs now more correctly match the current cost system.
• Changed: vehicle costs are now sorted by date and colored based on whether the costs are received or on a finalized WO.
• Changed: the performance tab of vehicles now takes various global settings into account as to whether inventory records average cost and/or override cost allocate vehicle costs on inventory.
• Changed: (case 23306) core costs are now properly taken into account as vehicle cost allocations.
• Added: on the performance tab, if the costs allocated on documents and inventory is greater than the total vehicle costs, the cost field will show in red text.
• Changed: the break even graph is no longer written out to a file in the operating system. This should make rendering graphs faster.
• Changed: clearing the vehicle screen now clears the break even graph.
• Added: the break even graph now shows a 'no vehicle loaded' message if no vehicle is loaded.
• Fixed: An issue where the vehicle costs line on the break even graph did not include costs where the posting was missing.
• Fixed: (case 23410) an issue where the show/hide image dialog hotkey was not showing up in the user hotkey dialog. The default hotkey has changed to ctrl+alt+P.
• Fixed: an issue where the show/hide image dialog hotkey was not working.
• Added: a new global hotkey to perform a vehicle search, similar to the part lookup hotkey. The default keystroke is shift + F4.
• Fixed: the vehicle costs tab no longer shows master parts from work orders if those work orders have been turned into external work orders.

Vendors

• Fixed: an issue where the terms and payment method dropdowns on the advanced information page were very short, making it tough for the user to use.

Vendor List

• Changed: (case 23171) vendor smart searches with multiple words will now automatically require all words to be present in the results.
• Performance: removed some unnecessary searching that happened as part of a vendor smart search that may have added slowness to these searches, especially when no results were found.
• Fixed: (case 23407) an issue where the application could crash if the use uses the next/previous arrows when no search had been done.

Warehouse Management

• Fixed: (case 23835) it was possible that approving jobs could partially perform the approval process and hit an error, causing the parts in the count to be partially moved. Now, if there is an error, all activity is rolled back.

Work Orders

• Added: (case 22341) the user is now prevented from deleting inherent core charges from a job if there is cost on the core charge. This is to prevent issues where that cost wasn't hitting accounting properly.
• Changed: (case 23314) now, items with average core cost (core inventory value) will automatically add inherent core charges to the document.
• Added: (case 15871) if the user enters a quantity before performing a part lookup, that quantity will no longer be lost. Also, price is now preserved if the user loads misc item info.
• Added: an "Advanced…" button to the bottom of the screen, similar to the one on the Sales Order screen for performing advanced operations, such as reopening the document.
• Added: voiding WOs now happens within a single transaction, so that if there is any error, the entire operation is reversed.
• Added: voiding a WO should now properly reverse changes made to the locations of any master parts.
• Fixed: work orders can no longer be voided/reopened if it has been sent to a finalized SO. That SO must be reopened or voided first.
• Added: when work orders are reopened/voided, their 'last changed' fields are set correctly, to avoid another user performing the same operation from another machine.
• Fixed: reopening a WO now marks produced serials as Work In Progress instead of deleting them entirely.
• Fixed: closed WOs no longer show an uneditable 'new' line in the master parts list.
• Added: adding a new master part that creates serial numbers now allows the user to pick a location for the new serial #.
• Added: new setting ("Work Orders"->"Master part costing: put core inventory items' cost into average core cost") that controls whether inventory core bank items (inventory marked with "Is A Core" checked) have their cost put into the core cost of master parts. This was existing functionality that was always on before. This setting defaults to True.
• Added: new setting ("Work Orders"->"Master part costing: put inherent/dirty core line items' cost into average core cost") that controls whether inherent core charges have their cost put into the core cost of the master parts. This is new functionality. This setting defaults to True.
• Fixed: new serials created on a WO now correctly inherit the default new inventory location for WOs (specified by the setting "Work Orders"->"Location for new master parts (special value $PRIMARY allowed)").
• Added: the new serial # dialog now has a full location dropdown so that the user can properly add the new serial # to any location.
• Fixed: (case 10837) an issue where voided or open documents would throw an error if they were reopened or voided.
• Changed: only closed or voided WOs can be reopened, and only if the user has permission.
• Fixed: an issue where deleted jobs or line items with bad data were keeping the user from saving.
• Fixed: if the user reopens a WO and refinalizes it, the "choose SO to send to" dialog won't pop up if the jobs are already on another open SO.
• Changed: (case 23422) the attachment dialog is now editable even if the document that is loaded is void or finalized.

Release 14.7

EBay Extension

• eBay dropdown behavior is now more reasonable.
• Images on eBay listings now attach correctly when listing multiple items.
• Several eBay errors when updating eBay records no longer occur.

Release 14.6

Database

• Removed: (case 23781) references to various views, such as vinvoice, vquote, v_opentransferorder, etc from many enterprise functions. Its been found that views inside functions were causing increased execution times and locks on databases after mysql version 5.6.23. This was causing a lot of slowness on customer balance calculations especially. In most cases, this makes these functions as much as 50% faster even on older versions of MySQL.
• Case 22989: Make singlequantity flagged parts move rather than use variance during counts.
• Releasing some reworked queries to not use views

Sales Orders

• Fixed: (case 24002) crediting inherent core charges back to the customer (forgiving core charge) now uses the GL Context of "Core Sale" instead of Return. This is to make sure that core credits don't hit inventory sales accounts. This does not affect dirty core exchanges.

Release 14.5

Manage Warehouse

• Fixed: (case 23835) it was possible that approving jobs could partially perform the approval process and hit an error, causing the parts in the count to be partially moved. Now, if there is an error, all activity is rolled back.

Sales Orders

• Fixed: (case 23919) an issue where payments that had an impact on more than one invoice could have their amount changed each time the user opened and resaved an associated invoice.
• Fixed: an issue where saved payments on SOs could not have their amount set to $0 by users with the ability to edit payments. The user would see a popup with an option to "Remove $0 payments" but instead, their changes would not be saved. Now, newly created $0 payments are removed in this case, but existing payments save.

Work Orders

• Added: new setting ("Work Orders"->"Master part costing: put core inventory items' cost into average core cost") that controls whether inventory core bank items (inventory marked with "Is A Core" checked) have their cost put into the core cost of master parts. This was existing functionality that was always on before. This setting defaults to True.
• Added: new setting ("Work Orders"->"Master part costing: put inherent/dirty core line items' cost into average core cost") that controls whether inherent core charges have their cost put into the core cost of the master parts. This is new functionality. This setting defaults to True.

Release 14.4

Sales Orders

• Fixed: (case 23764) an issue where the default payment amount was no longer defaulting to the remaining invoice balance.
• Fixed: an issue where changing the document number or amount of a previously saved payment was not being saved.

Release 14.3

Customer List

• Added: support for single-letter words in customer list search. This feature requires a change to the server as well.

Sales Orders

• Fixed: (case 23735) an issue where returned items would get an invalid SKU, causing them to not properly increase inventory QoH.
• Fixed: (case 23662) an issue where adding new payments to a SO would no longer correctly automatically select the customer's default payment method.

Vendor List

• Added: support for single-letter words in vendor list search. This feature requires a change to the server as well.

Release 14.2

Vehicles (18352)

• Fixed: (case 23306) the costs and performance tabs now more correctly match the current cost system.
• Changed: vehicle costs are now sorted by date and colored based on whether the costs are received or on a finalized WO.
• Changed: the performance tab of vehicles now takes various global settings into account as to whether inventory records average cost and/or override cost allocate vehicle costs on inventory.
• Changed: (case 23306) core costs are now properly taken into account as vehicle cost allocations.
• Added: on the performance tab, if the costs allocated on documents and inventory is greater than the total vehicle costs, the cost field will show in red text.
• Changed: the break even graph is no longer written out to a file in the operating system. This should make rendering graphs faster.
• Changed: clearing the vehicle screen now clears the break even graph.
• Added: the break even graph now shows a 'no vehicle loaded' message if no vehicle is loaded.

Work Orders (18363)

• Fixed: (case 23579) an issue where the cost field on the edit item dialog would keep the user from typing anything into it.

Release 14.1

Core Management (17564)

• Fixed: (case 23406) the part type dropdown was not usable.

Customer (17572)

• Added: if the user uses the next/prev arrows when no search had been done, a message is displayed, like on the vendor screen.

Customer List (18279)

• Fixed: (case 23407) an issue where the application could crash if the user uses the next/previous arrows when no search had been done.
• Fixed: (case 23429) an issue where customer smart searches with short words (less than 3 letters) or certain ignored words (like WAS or THE or ABOUT) would cause a search to return no results. This is due to a MySQL bug and although these words are still not considered as part of the search, at least the search is performed using all OTHER words.

Sales Orders (17685)

• Fixed: (case 23419) an issue where the "Can change lineitem taxable" permission was not affecting newly added lineitems.

Vendor List (18278)

• Fixed: (case 23407) an issue where the application could crash if the user uses the next/previous arrows when no search had been done.
• Fixed: (case 23429) an issue where vendor smart searches with short words (less than 3 letters) or certain ignored words (like WAS or THE or ABOUT) would cause a search to return no results. This is due to a MySQL bug and although these words are still not considered as part of the search, at least the search is performed using all OTHER words.

Release 14.0

Highlights

• Brand new ability to accept payments through external credit card swipe terminals. Talk to ISoft for more information about compatible swipe terminals. Integrates with the sales order and customer screens.
• Better support for duplicate attachments on all attachment interfaces.
• Customer and vendor searches are faster and date based searches are much easier.
• Tooltips and easier flow on the interchange interface
• Ability to quickly update inventory to the last price it was purchased for on POs
• Some speed improvements to part smart searches
• Transaction list date filters can now move forward when they are run later, as well as support for date ranges like 'This month', 'Last Year', etc.
• Attachments can now be added to documents

Accounting

• Changed: removed the code that disabled the ability to set recreated gl entries to a previous date. This was disabled due to complexities between SOs and WOs.

Common Resources

• Fixed: (case 22440) an issue where the popup attachment dialogs might not correctly add new attachment files to unsaved items.

Credit Card Processing

• Added: a new interface for integrating with a some new Heartland credit card hardware.
• Added: a new 'configure terminal settings' options page.
• Added: if the user attempts to process a credit card and no terminal is configured, the user is prompted to configure these settings.
• Added: if the user fails to process a credit card because there was a problem connecting to the terminal, they are prompted to retry or configure terminal settings.
• Added: the response from a successful credit sale now returns the approved amount.
• Changed: the default timeout in the credit card options dialog is now 0 (unlimited) since it seems like the best bet.
• Added: a new page to edit->options that allows the user to configure credit card terminals.
• Added: an 'edit payment from terminal' dialog which is a staging area the user will see that will provide information about the current status of accepting payment from the customer through a credit card terminal.
• Added: "Test connection settings" button to the configure credit terminal page. When the user clicks it, it saves the current settings and attempts to connect to the terminal with the current settings. The user is told whether this succeeded.
• Added: the user can now cancel an in-progress connection to the credit terminal.
• Added: better error reporting to the user for failed payment connections.
• Added: configure credit terminal button to the 'accept credit payment' dialog, this allows a user to easily fix any configuration issues while accepting payment.
• Added: if the customer chooses a tender type, the user interface will be changed to reflect this choice.
• Changed: standardized the error messages shown to the user.
• Fixed: an issue where sometimes no status message would be shown if the user cancelled between requests to the terminal.
• Added: many read-only fields returned by the credit card interface are now shown to the user for debugging purposes.
• Added: there is now a 'automatically close dialog on successful payment'. This is a user setting. When checked, it saves the user a click for confirming payment addition after the swipe completes.
• Added: authorization # to the credit card dialog, as that is a useful piece of information during debugging.
• Changed: if a payment finished successfully, the user can no longer edit amount or charge type.
• Added: the user can void a successful payment now. This will only work on payments that have not yet been posted.
• Added: the UI is updated in realtime as the customer chooses options on the swipe terminal.
• Added: when a payment is processed successfully, host code, transaction id, authorization #, name on card, and host trace number are all properly saved to the database.
• Added: 'cash back amount' is now returned by a successful payment transaction.
• Added: support for payment method selection. Also, the payment method of 'auto select' is the default, and an appropriate payment method will be selected based on the card type and tender type.
• Added: store level default payment method for card payments that will be selected if no valid payment methods are found by name.
• Added: payments now save what transaction they were created by, if any.
• Added: payments now save a successful transaction's authorization number into the document/check# field.
• Added: support for SSL for communication over the Ethernet to the terminal.
• Added: support for viewing payments that are not editable.
• Added: short acct number is now always padded out to 4 digits.
• Added: support for negative credit payments (returns).
• Added: voiding a credit transaction now sets the document # field to empty so that it can be populated by a subsequent transaction.
• Added: since returns do not get authorization #'s, we now put host number into the document # field for returns.
• Fixed: an issue where cancelling while the user is being prompted for tender type could result in payments that stayed in an intermediate state.
• Changed: some error messages to be clearer.
• Added: since voiding payments is done by heartland reference #, and that is not as unique as an authorization number, there is now a step where we ask the terminal if the specified payment is still 'open' or not. If it is not, the void operation is not attempted.
• Added: support for launching the CC payment dialog with the amount locked, which is useful in some cases.
• Added: support for tracking/remembering what type of entry mode was used, as well as whether a signature is required.
• Added: we now retrieve and store several fields required to be printed on receipts when chip and pin (EMV) transactions are made.
• Fixed: a bug where some chip and PIN features were not being correctly read from the terminal response.
• Added: if the customer uses a credit card to pay, they are now prompted to sign digitally. If this operation fails or is cancelled, the receipt printout will have a signature line.
• Added: support for retrieving HREF (host reference number) from the payment information.
• Fixed: an issue where, when the user was prompted to choose between credit and debit, the prompt was being cut off.
• Added: support for 'PIN Verified' status for debit card transactions.
• Added: support for automated signature collection through the S300 hardware, removed custom signature collection.
• Added: support for automated prompting the customer between credit/debit, removed custom choice.
• Added: we now support the CVM return from the S300 hardware which is the way the customer verified the payment (EMV only).
• Fixed: an issue where 'user choice' tender type wouldn't automatically select Credit if the user chose credit.
• Added: a voided transaction now overwrites the host reference number of the void operation.
• Added: 2 new permissions, controlling whether the user can void transactions and whether the user can perform refunds.

Crystal Reports

• Added: (case 20389) the report adder script export now correctly includes the fileid and category in the ON DUPLICATE KEY SET section.
• Fixed: (case 20389) an issue where clicking "Replace" when adding a new report file in it would instead leave the previous report file in the system.
• Fixed: (case 20389) the report adder script export now has a query that attempts to find 'empty' AU reports and replace them instead of inserting a duplicate. This will no longer be necessary once report.filename becomes unique.
• Fixed: an issue where, if the user showed the advanced print dialog, previewing the report would not work.
• Changed: new reports created from the auto-updater are now created as not user visible so that they wont' show in the report viewer until the database update is run.

Customer

• Fixed: (case 14034) if the user attaches a duplicate file, they will now see a user-friendly error message with a button to quickly remove the duplicate file.
• Fixed: (case 20872) an issue where the customer option list wasn't displaying the options it should show.
• Added: the payment dialog now shows the external payment transaction's reference number if the payment was entered through a payment terminal.
• Added: a 'card' button that launches a payment terminal interface dialog for accepting credit and debit payments on account.
• Added: if the user changes the amount of a payment such that it no longer matches the amount of the external transaction, they are presented with a warning popup that they are causing the values to mismatch between original transaction and customer credit/accounting.
• Fixed: (case 21196) an issue where customer default invoice terms were not being selected correctly when a customer was loaded.
• Added: the credit card payment button is hidden if the credit card module is not loaded.
• Fixed: (case 22484) an issue where a user without permission to edit customers might get an erroneous change detected message when they open the customer screen.
• Added: (case 20883) the print statement dialog now has an advanced print option for specifying print options.
• Added: (case 20883) the print statement dialog now has an email button. Hitting that button automatically fills out the print dialog with the customer's email address.
• Added: (case 21378) there is now a permission that controls whether the user can change the total of an existing payment. This is to restrict situations in which the user can accidentally do something to a saved payment that changes the accounting impact after the fact.
• Fixed: (case 23012) an issue where the user could possibly cancel a payment after accepting payment from the credit card terminal.

Customer List

• Changed: position of controls on the screen has been standardized with other screens.
• Added: date based searches now use a date-time picker to avoid ambiguity of date formatting.
• Performance: date based searches should now be slightly faster.
• Fixed: an issue where printing the customer list wouldn't work if the user chose to preview the report.
• Changed: (case 21158) some recent changes added searching alternate addresses and significantly slowed down customer smart searches. The customer smart search has been rewritten to be much faster. Also, if the user performs a smart search, the results are ordered by how well they match the user's input. Smart searches are now 'full text' searches meaning words can appear in any order. However, this has the downside that searching for words that start with wildcards will not work ("*obert" will not match "Robert"). Also, the order of the results of a smart search will not carry over to printing the customer list.
• Fixed: some issues where hitting "Show All" would not work correctly.
• Fixed: (case 15426) an issue where the user's column order and widths were not saved when the user closed the screen.
• Added: (case 12093) there is now a permission that controls whether the user can merge customer accounts. It defaults to off for all users.
• Changed: (case 23171) customer smart searches with multiple words will now automatically require all words to be present in the results.
• Fixed: customer smart searches now correctly order results with the 'best' matches at the top.

Database

• Added: (case 19307) a new table for tracking what default printers should be used for various report type categories. These entries can be per-user, per-plant, or per-productcode (or any mix of those 3).
• Added: fgetreport_printer returns the printer to be printed to for a specific report type based on input criterion.
• Removed: a couple indices on the salesorderdocument table. They are not very selective and were preventing more useful indices from being used in some scenarios, such as core management loading. This table is so small, indices will probably not improve load speed any anyways.
• Fixed: (case 20389) report.filename is now unique. This resolves issues where duplicate reports could could exist on the system due to the auto-updater. In order to do this, duplicate reports got their filename modified to have a "DUP" added to the end. These duplicates should get cleaned up at some point, as the auto-updater won't maintain them.
• Changed: renamed interchangepricing to DEPRECATED_interchangepricing, as this table is not referenced by the application.
• Fixed: an issue where an inventorysetting record that could cause an error on part modification (part of the version 12 update).
• Fixed: an issue where the popularity code was not editable on the part modification screen.
• Added: a new table: paymentterminaltransaction which will contain information about all credit card transactions handled by the system, including all fields that must be printed on the receipts.
• Added: Voided status for payment terminal transactions.
• Added: payment terminal transactions now save host code, which is apparently required to be on the receipt, where appropriate.
• Added: payments now remember the terminal transaction that spawned them, when appropriate.
• Added: an index to inventoryserial for looking rows up by status.
• Added: (case 21158) a full text index to customerlist, which allows us to speed up customer smart searches significantly.
• Added: (case 7280) a new table for associating attachments to sales orders.
• Added: support for attachments on POs, TOs, and WOs.
• Added: support for a verification status of PIN Verified for debit card transactions.
• Added: 2 new permissions, controlling whether the user can void transactions and whether the user can perform refunds. Both default to on for any user who could previously void payments in the system.
• Changed: the right click list graph template to no longer show scrollbars when rendered inside an embedded IE window.
• 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.
• removed: an unused setting.
• Added: (case 22332) Sales Order transaction list search now has a "Condition" option for both search filter and results.
• Fixed: an issue where the parts screen might continuously say that the location id was being changed and the user had to log a reason why even though it was not changing anymore.
• Fixed: the chart template now supports aggregate column charts.
• Fixed: chart data with invalid X axis values is now ignored.
• Added: (case 20434) support for a new table (charttemplate) that stores shared chart templates.
• Added: a new permission controlling whether a user can manage saved chart templates.
• Added: (case 22811) a new status to inventoryserial called 'On Order', for unreceived PO serials.
• Changed: all unreceived serials on open purchase orders have had their status moved from In Transit to On Order.
• Fixed: (case 22824) an issue where the model lookup on the inbounding import might throw a database error.
• Added: (case 12093) a new permission for merging customers.
• Fixed: (Case 21613) Added support for auction cancellations.
• Added: support for a verification status of PIN Verified for debit card transactions.
• Added: 2 new permissions, controlling whether the user can void transactions and whether the user can perform refunds. Both default to on for any user who could previously void payments in the system.
• Added: (case 22915) if a 'singlequantity' item is transferred between stores, change the inventorystoreid of any salesorderline/jobpart rows that used to reference the old store. Also, update any documentlinelocations, do pick + move at the destination store and update all hold quantities.
• Fixed: (case 22912) an issue where invoices with lineitems not on hold would still hold quantity

Deliveries:

• Fixed: (case 4926) a crash that would happen if the user removed the last item from a run sheet.
• Fixed: an issue where the first time the user clicked on the document list would be ignored.
• Fixed: the document list would load more times than necessary, slowing things down.
• Fixed: a crash that could be caused if the user clicked the checkboxes in the document list too fast.
• Added: (case 14353) the picking page now has a shipping method filter. Choosing something in this dropdown will filter to match just SOs, POs, and TOs with that shipping method. Only the shipping methods the user has set up on the configuration tab will be shown here.
• Added: (case 14353) the shipping method column in the list can now be used to quickly change the shipping method of the selected document without opening that document on the document screen. If the user switches to a shipping method that is auto-picked, they will be alerted that this will cause the items to be picked automatically and that the list should be refreshed.
• Changed: all the dropdowns on the picking tab now allow auto-complete as the user types.
• Added: 3 new permissions that control whether the user can edit the shipping method on TOs/POs/SOs that the user loads onto the screen.

EBay Extension

• Fixed: (Case 21050) ebay image uploads option hidden.
• Fixed: (Case 21047) Listing durations now save correctly and show correctly.
• Fixed: (Case 21245) The auction and transaction tab now both load auctions based on auction start time.
• Fixed: (Case 21246) Freight shipping cost is no longer 8,000,000,000, but is 0.00 as intended.
• Fixed: (Case 17479) Image counts on the listing screen of eBay should now be accurate regardless of whether the image is a url or a file.
• Fixed: (Case 21212) Global Shipping now has a global default. a checkbox is added to the global config screen, as well as to the edit dialog for a specific listing.
• Fixed: (Case 21210) We can now add up to 12 images to an ebay listing, not just in the description anymore!
• Fixed: (Case 21036) Empty dropdowns in the edit dialog no longer cause crashes on ok. Missing items are bolded, but are obviously still not being noticed. If the user tries to list an item with empty dropdowns, it will throw up an ebay error dialog like it does for other things (like a missing description) instead of crashing.
• Fixed: (Case 21210) Fixed a bug where listings with more than twelve images would upload no images instead of just being limited to the first twelve.
• Fixed: (Case 21475) Now with support for auctions in addition to the already supported fixedpriceitem listings.
• Fixed: (Case 21613) Added support for auction cancellations as well as the necessary database column for this feature.
• Fixed: (Case 21613) Error handling added for auction listings.
• Fixed: (Case 21611) Implemented error handling from sales and quotes screen.
• Fixed: (Case 18603) eBay can now create new 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 21971) Free shipping now correctly disables cost and sets it to 0 in the edit dialog. Unchecking re-enables the cost column for modification, but does not revert the cost change.

General

• Added: the user can now drag items to the edge of all list controls that support drag and drop to scroll the list.
• Fixed: if the user drags anything other than files into an attachment area, the 'no drop' icon is shown.
• Added: if the user drags a file over an attachment area, the list's attachment system is disabled so that the user can drop files into the list as well.
• Changed: when the user drags items within a list control, they are stored in a special clipboard format so that other applications don't think they can get them.

Global Settings

• Added: (case 20434) support for saved chart templates in right-click graphs.

Graphing

• Changed: (case 21229) to make the graph options dialog easier to use, the chart type dropdown is now a list with graph icons. Also, many of the controls in the dialog now have tooltips and clearer names.
• Added: (case 14508) the graph options dialog now has a preview chart pane next to the chart options. This allows the user to see what the graph will look like without having to generate the final graph. The chart automatically refreshes whenever anything changes that affects it.
• Added: a 'preview in external browser' button that shows the chart in an external browser window without having to close the dialog.
• Added: an instructions field that tells the user what they still need to do before the current options can generate a chart.
• Added: a series point shape column so that the user could choose what shape the points will be.
• Added: trendline dropdown where the user can choose what degree of trendline they'd like to add to the graph for each series.
• 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.

Interchange

• Fixed: if the user hits enter when they're in the 'search area' of the interchange screen, a search will be performed, but hitting enter when entering interchange records down below will treat the 'enter' as a spreadsheet enter.
• Fixed: a crash that could occur if someone doubleclicked an item with a dropdown where an invalid model was in a dropdown.
• Removed: the sales meta-data no longer looks at non-stocked item sales.
• Added: the sales meta-data now also looks at work order usage history.
• Fixed: (case 21159) an issue where changing the sub-interchange # of an application might not correctly change all other applications in the group if the rows were new.
• Added: tooltips to various controls on the screen to make it easier to use.
• Changed: the minimum size of the choose interchange # popup has been increased to attempt to solve issues where some of hte information was not visible initially.

Login:

• Added: support for a new permission for managing chart templates in right-click graphing.

Master

• Fixed: an issue where the thread progress dialog that showed "X/Y processes still running" would sometimes show an incorrect # of elapsed seconds if some of the tasks took a long time.

Parts

• Fixed: (case 20163) clearing the parts screen now correctly sets the available and hold quantity.
• Fixed: (case 14034) if the user attaches a duplicate file, they will now see a user-friendly error message with a button to quickly remove the duplicate file.
• Fixed: (case 20860) several issues related to tab order on various tabs.
• Performance: saving large collections/breakdowns can now be as much as 3 times faster, especially on slow connections. Many queries that were being run to see if inventory on the collection had been modified since it had been loaded has been combined or eliminated.
• Fixed: (case 20728) an issue where sending parts from the parts screen to the part modification screen wouldn't load anything up.
• Changed: the save confirmation dialogs that are launched from many of the buttons and functions on the parts screen now look like the ones in use on the vehicle screen and some others (where the pages that changed are displayed). Also, the buttons have more specific verbs.
• Changed: the save confirmation dialogs have had their phrasing adjusted to be more concise.
• Fixed: (case 20896) an issue where parts wouldn't save reordered attachment ranks if they hit the save button instead of the close button.
• Fixed: (case 21206) an issue where the location dropdown was not wide enough.
• Changed: the change log dialog now puts newer entries at the top, like all historical logs in ITrack.
• Added: the change log dialog now puts the user's focus into the first new item, and uneditable items show their comment in a multi-line readonly edit.
• Fixed: an issue causing variance locations to be created when the user opened a part that had unreceived serials 'In Transit' on a PO.
• Added: (case 11280) the store dropdown at the top is no longer read-only. This dropdown has 2 functions:
• 1. on new (unsaved) parts, this allows the user to choose what store to create the part at.
• 2. on existing parts, this loads the part at the other store. This makes it so that the user doesn't need to use the search screen to look at a part record at other stores.
• Changed: (case 11280) the parts screen now only puts the user onto the aftermarket page when the user clicks the Replenishable stock type radio, and not when they load a part or switch plants on a part.

Part Configuration

• Fixed: (case 16267) an issue where the user could see a database error if a part type had a category that didn't match the displayed category name by case only. Now the interface shows which categories are in use, ignoring case.

Purchase Orders

• Added: (case 20388) if a purchased item has a price different than the replenishment cost on inventory, an attention icon is shown. If the user double-clicks this icon, the inventory record will be updated.
• Fixed: (case 20857) an issue where the 'core exchange' column in the POs return dialog was hidden, making it impossible for the user to specify that a return associated with an inherent core charge was an exchange instead of just a credit. This issue was introduced in version 12.
• Fixed: an issue where the return dialog defaulted to just showing purchases from today instead of the last 90 days, as intended.
• Fixed: (case 20893) an issue where some of the right click options in the return dialog were not working.
• Fixed: (case 21052) a crash that could be caused by returning an item to a vendor.
• Added: (case 7280) support for attachments on purchase orders. The attachments dialog is automatically shown to the user if the document has any attachments. Whether the user wants to view this dialog can be toggled with the attachment button, this preference is remembered.
• Added: attachment support to transfer orders.
• Fixed: attachment dialogs now correctly close on POs/TOs if the user switches screens.
• Added: the PO and TO attachment dialogs now properly hide themselves when the user switches document pages.
• Added: (case 21768) if the user added an inherent core line to a non-stocked purchase line that had an order fulfillment on it no longer copies that order fulfillment to the inherent core line.
• Fixed: (case 21865) an issue where POs would automatically be marked as done receiving when a user without permission to receive inventory would save them after all quantity was received.
• Fixed: (case 22419) an issue where transfer orders that were created due to a multi-store purchase from inventory overview would not properly update the 'on order' and 'on hold' quantities.
• Fixed: an issue where, if the user's current store doesn't match the store inventory is being received into (POs and TOs both), the wrong store's settings might be used for the default inventory location and the receiving location.
• Changed: the location column in the choose serial popup is now labeled Dest. Location to make its purpose clearer.
• Added: (case 11065) the user can now set a 'Receiving location' for the entire PO posting. This sets all quantity/serials being received on a posting to got to the specified location. This can be accessed through the advanced operations button or the right click menu.
• Fixed: (case 22811) an issue where unreceived purchase order serials were causing the parts screen to creating variance locations. Now, those serials are marked as On Order instead of In Transit, and On Order serials are not considered as part of the on hand quantity.

Reports

Billing

• Added: (case 20164) settings for displaying "CONTINUED ON NEXT PAGE….." at the bottom of multiple-paged documents, except on the last page and displaying balance at the top of the document (per customer).
• Fixed: (case 21515) updated period applied payment logic to include invoices with date = End Date. It was a < previously, not a <=, so it was possible for some payments to show incorrectly as unallocated.

Billing OIA

Removed: (case 20888) deprecating the report. Functionality is now covered by the OIA setting on standard Billing report.

Credit Summary

• Fixed: (case 20780) the subreport and fixed the single values not showing up sometimes because the query used joins instead of left joins + aesthetic improvements.
• Fixed: (case 20780) the graph was flipped horizontally.

Customers Added By Date

• Added: (case 22261) customer email. Also tidied the report.

Customers With No Purchases After Date

• Added: (case 20048) a sortby parameter, tidied the report

GL Activity

• Added: (case 22063) a new parameter that lets you sort by Associated Customer, then Document Type instead of the standard Document Type if desired.

GL Entires By GL Account

• Added: (case 20733) set the Document and GL Entry level group header to repeat with " continued…" suffix if applicable.

Inventory By Part Type & GL Category

• Added: (case 18417) the ability to sort by the part type total columns (In Stock, Sales, Percent Profit) and an option to exclude the GL Category totals if you just want a summary. The ordering functionality required a substantial change to the report structure.

Inventory Detail By Part Type

• Added: (case 8217) vehicles with cost remaining even if they are not status A or H (noted on report).
• Added: (case 2086) a column for average core cost.

Inventory Summary

• Fixed: (case 22572) now includes vehicles with overallocated cost regardless of status and quantity in addition to vehicles with cost remaining regardless of status and quantity. (updated condition from > 0 to <> 0)

Inventory Summary By Source

• Added: (case 20507) a new third summary option, which will show each unique inventoryid/inventorystoreid item by tagnumber, store, and part type. Summarize option is no longer True or False; it is Part, Part Type, or Source. Tidied the report.

Inventory Exhausted

• Changed: (case 2086) updated the way average cost is calculated

Inventory Misc

• Changed: updated the way average cost is calculated, added a column for average core cost, and tidied the report.

Inventory Summary

• Added: (case 8217) vehicles with cost remaining even if they are not status A or H (noted on report).
• Added: (case 20172) the thousands comma separator to store quantity total. It was missing.

Inventory Summary With Cores

• Removed: (case 8217) deprecated. Inventory Summary includes cores, so this is not needed.

Label

• Added: (case 22257) Category. Category was on the standard inventory section of the report, but not the whole unit section.

Label Delivery Picking

• Added: (case 21160) a new report for printing picking labels from the delivery screen.

Labor Detail By Employee

• Fixed: (case 20315) report query; removed the JOIN to wagerate. user.wagerateid can be NULL.

Labor Log By Employee

• Fixed: (case 20315) report query; removed the JOIN to wagerate. user.wagerateid can be NULL.
• Fixed:(case 20738) hours rounding so decimals would always line up.

Labor Summary By Employee

• Fixed: (case 20315) report query; removed the JOIN to wagerate. user.wagerateid can be NULL.
• Added: (case 20165) estimated labor hours billed and labor charge for fixedlabor charge jobs using default workordertype rate or customer's custom labor rate.

Payment Receipt

• Added: (case 21365) payment terminal transaction fields for credit card payments through the terminal.
• Changed: (case 21365) some formatting in the terminal transaction section to make things more clear, added ----- header and footer and suppression on the authorizationcode line when it is absent
• Added: (case 21365) terminal-captured customer name and lines for PIN VERIFIED, SIGNATURE CAPTURED ELECTRONICALLY, and SIGNATURE NOT REQUIRED as applicable

Pick List

• Removed: (case 22486) cores.

Purchases From Vendor

• Changed: (case 22456) expanded grand totals, splitting them across two lines and giving them more horizontal room to grow and don't show the number mask.

Purchase Order Posting Report

• Changed: (case 22435) updated Posting # at the top to show actual Posting #, not purchaseorderhistoryid.

Purchase Order Receiving List

• Changed: (case 22430) location ordering. It now considers rank.

Received Items

• Added: (case 21793) the ability to group by source, if desired. Tidied the report and added back in Misc items, which were excluded previously. This report is absorbing the functionality of Received Items By Source.

Received Items By Source

• Removed: (case 21793) deprecating the report. Use the Receieved Items report instead.

Sales By GL Category

• Fixed: (case 22063) switched to using salesorderline.averagecost instead of salesorderline.cost for the cost column. Changed column header for clarity.
• Fixed: (case 21976) changed the UNION to a UNION ALL in the query.

Sales By Category, Detailed

• Removed: (case 21549) deprecating the report.

Sales By Invoice

• Added: (case 22489) a top level store grouping with tiered subtotals.

Sales By Lookup

• Removed: (case 21549) references to an old view, v_salesorderitem.
• Added: (case 21549) cleaned up the report, and added wildcard support to the lookup parameter.

Sales By State

• Fixed: (case 22692) a bad JOIN in the query that had been throwing off the totals due to row duplication.

Sales By Store Region

• Added: (case 21507) adjustments, which were missing.
• Fixed: (case 21507) Got rid of a superfluous JOIN to state in the query. Totals match against Sales By Invoice in testing.

Sales GL Entry Reconciliation

• Added: (case 20640) adjustments and a comment header.

Sales Insights

• Added: (case 21078) more options. Report now has an interval parameter that lets you pick Weekly, Montly, or Quarterly. A week is now considered Sunday-Saturday. Report is smart enough to know if an interval is incomplete and prints "so far" with the values. Widened bars in the bar graph. Improved all the queries with the new approach. Added customer # and part type # to the second and third sections respectively. Got pagenumber and N of M back in there in the page footer.
• Removed: (case 22139) decimals on the invoice and line count on the Sales Insights section.
• Added: (case 22139) partnumbers to top parts list.
• Fixed: (case 22139) Job Lines and Misc Lines grouping together in the part list and pie graph; they are separate now.

Sales Order 11in

• Fixed: (case 20831) replaced customerunit.customerunitid with customerunit.unitnumber when present.
• Added: (case 20164) setting for displaying "CONTINUED ON NEXT PAGE….." at the bottom of multiple-paged documents, except on the last page
• Fixed:(case 21122) fixed labor charge not showing up when there was no workclock activity
• Changed: (case 21122) firstname + lastname to just user name when printing labor detail.
• Added: (case 21365) payment terminal transaction fields for credit card payments through the terminal. An SO can have multiple payments, and therefore multiple paymentterminaltransaction sections - and there is handling for that.
• Changed: (case 21365) some formatting in the terminal transaction section to make things more clear, added ----- header and footer and suppression on the authorizationcode line when it is NULL. Added a section in the footer for when paymentterminaltransaction.amount * -1 <> paymentline.amount. I don't want to misrepresent the credit card transaction amount, but we can't apply the wrong amount to the balance.
• Added: (case 21365) terminal-captured customer name and lines for PIN VERIFIED, SIGNATURE CAPTURED ELECTRONICALLY, and SIGNATURE NOT REQUIRED as applicable
• Changed: (case 21762) job part and labor sections to show separate group totals when showing details.

Sales Order Lines

• Removed: (case 21976) deprecating this report.

Tag

• Added: (case 18604) a QR Code that links to the part on HTP if it is public/worldviewable. This can be disabled with a setting, but is on by default.
• Fixed: (case 20780) company product code in the QR Code - it was still hardcoded with a fake for testing.
• Added: (case 20967) dynamic formatting to Category so up to 50 characters can fit, with resizing.
• Removed: (case 20967) QR code functionality. This is temporary and will be added again when we can improve speed.
• Changed: (case 21794) updated barcode format for serialized parts to D
• Added: (case 21668) serial number below barcode when present and when the setting to show tag below barcode allows it (same setting affects both).

Top Parts Age Trending

• Added: (case 20780) a part type parameter.
• Fixed: (case 20780) the line graph data not populating correctly for the Make/Man grouping.

Top Part Sales

• Added: (case 21551) a new report showing top part sales, renamed "Top Sales Per Part Type" to "Top Part Sales" and cleaned up the report.

Top Sales Per Part Type

• Removed: (case 21551) deprecated the report, the updated and renamed version is "Top Part Sales"

Transfer Order

• Changed: (case 22436) the way serials are displayed, showing which serials go with which locations in the source and destination location columns

Vehicle Profitability

• Removed: (case 8217) deprecating. Vehicle Value Analysis is a superior report that covers this functionality.

Vehicle Upside Down

• Removed: (case 8217) deprecating. Vehicle Value Analysis is a superior report that covers this functionality.

Vehicle Value Analysis

• Changed: (case 15147) replaced fvehiclecostalloated with the new function fvehiclecostconsumed, which cuts out manual costing, pre-allocations, etc…

Weekly Sales Insights

• Added: (case 20780) percentages to the bottom 2 charts and added a 5th column to the top chart for averages. Swapped "Other" color from purple to gray to match all the other Trending reports.
• Changed:(case 20836) broke jobs out of "Misc Line Items" to have their own line.

Work Clock Times

• Fixed: (case 22255) a time duplication issue. The Internal Entries section now excludes activities tied to a work order type to prevent duplication of time clocked on a workorder and an activity.

Work Order Internal

• Fixed: (case 20909) updated margins, verfified database for every subreport, and fixed subreport parameter link for storeid - which may have been causing an "error formatting field object" issue.

Report Viewer

• Fixed: (case 20702) an issue where some fixed report parameter value defaults would act strangely when the user selected them.
• Fixed: an issue where date pickers for report parameters might show the year 1899 as the default value.
• Fixed: an issue where date report parameters with fixed values might not get formatted correctly.

Sales Orders

• Added: (case 19339) if the user voids a closed invoice and chooses to not void the payments, those payments are now unattached from the SO. This is to make it easier to find those payments in the future to associate them with another invoice.
• Added: if the user switches from a document type that locks prices to $0 to one that doesn't, the lineitem prices automatically go back to the default customer prices.
• Fixed: switching customers on an inventory adjustment document should no longer recompute the prices to not be $0.
• Fixed: (case 10321) manually adding items to an inventory adjustment document should no longer load prices that are not $0.
• Fixed: a recent regression where unnecessary popups were appearing when a SO was being voided (these warnings/errors don't matter if a document is being voided).
• Fixed: an issue where switching to a document type that doesn't care about price violations might not correctly clear price warnings.
• Added: a new "Card" payment button that allows the user to add a new payment from an external credit card terminal.
• Fixed: (case 20854) an issue where opening the return dialog for a saved SO might show the saved line items on that SO twice.
• Fixed: an issue where adding a new manual payment wouldn't always put focus into the first editable field in the list.
• Fixed: (case 20893) an issue where some of the right click options in the return dialog were not working.
• Fixed: hitting add payment buttons on the SO now properly puts the user into the payment list for immediate editing.
• Fixed: (case 21102) a query error that would be thrown when the user sent an item from the warehouse management screen to an inventory adjustment document if that item had been written down more than once previously.
• Fixed: (case 21157) edit closed SOs permission is now checked for whether the user can edit return reason on a closed document.
• Fixed: an issue where saving changes on a closed SO (required a special permission) would not save any changes on the last item.
• Added: if the user double-clicks a payment on the SO, the payment detail/external transaction dialog is brought up again. This allows voiding a payment that was accepted by mistake as well as viewing info about the transaction that created it.
• Added: the credit card payment buttons are hidden if the credit card module is not loaded.
• Fixed: (case 23012) an issue where the user could possibly delete a payment after accepting payment from the credit card terminal. Also, the user can no longer close a SO with an unsaved payment from the credit card terminal, as that would lose the transaction. The user must either void the transaction or save.
• Added: (case 7280) a non-modal attachments pop-up dialog for the user to manage attachments with. This dialog appears by default, but can be toggled on and off with the attachment button. If the user opens a document with attachments on it, the dialog is automatically opened.
• Fixed: an issue where text blinking stopped working due to a change in 2014.
• Fixed: (case 18835) an issue where sales orders for customers who required PO #'s wouldn't pop up the requirement dialog if they weren't buying at least 2 items. Now, the PO # field blinks and the warnings pop up if the invoice subtotal is greater than $0.
• Fixed: (case 22490) an issue where the "None Selected" option in the choose serial # popup wasn't working.
• Fixed: the "In use" checkbox in the configure adjustment types dialog now correctly accounts for sales order adjustments and fees on bids.
• Fixed: (case 22090) an issue where all modified job parts would always set the inventory id on save, overwriting any 'in-progress' action a user might be doing on the core management screen.

Search

• Changed: (Case 18642) Smart Search now replaces $STORES with a list of OR statements specifying inventoryid. Not required, but can easily limit searches when using search modules.
• Changed: (Case 13005) Smart Search Module list now uses checkboxes instead of a sticky list, and its right-click menu allows for selecting or deselecting everything.
• Fixed: Search Defaults Page was not restoring Smart Search Module default selection when clicked (it did nothing instead).
• Fixed: (case 20517) an issue where doubleclicking a vehicle attachment icon on the vehicle search could cause an application crash.
• Added: a 'lookup VIN' button next to the VIN field, similar to the vehicles screen.
• Changed: stock # field is now slightly larger, to facilitate longer stock #'s.
• Fixed: several places where dismantled date was incorrectly labeled teardown date.
• Removed: dismantled date from the dropdown searches since its already in the date picker search, which is a bit easier to use.
• Fixed: the dropdown search for 'dismantled' now correctly looks at the dismantled date.
• Fixed: (case 23108) an issue where image data from previous searches were not cleared when the user performed a new search.
• Fixed: (case 23136) an issue where the model lists were based on the id of the currently selected part type instead of the type set id of the currently selected part type.
• Fixed: (case 21654) an issue where the vehicle search page did not remember the user's selected store(s) to search. This system now works identically to the part search stores.

Transaction List

• Added: (case 11402) all date and date/time filters now have a 'date range' dropdown column where the user can choose options like 'Last 90 Days' or 'This Month'. When one of these is chosen, re-running the report again later will automatically move the dates forward.
• Added: (case 11402) support for "Custom: Relative" date ranges. These are like fixed date ranges (the user chooses the start and the end) except that the dates are remembered as offsets from the current date (such as 120 days ago or 3 days in the future). This gives users the ability to save search templates that have date filters that 'move' as the user runs the filter in the future without having to use one of the specific date ranges supplied by the system (such as "This Month" or "Last Year").

Utilities

Print Queue

• Fixed: (Case 21424) Configuration Default settings have been improved
• Fixed: (Case 20820) Support for default parameters has been added.
• Fixed: (Case 20582) Network connection loss should no longer crash PrintQueue
• Fixed: (Case 19307) Support has been added for custom report titles
• Fixed: (Case 20144) Error reporting has been improved.

Vehicles

• Fixed: (case 14034) if the user attaches a duplicate file, they will now see a user-friendly error message with a button to quickly remove the duplicate file.
• Fixed: (case 19111) vehicle costs could be incorrect if any POs had invalid vendors.
• Performance: saving large teardowns can now be as much as 3 times faster, especially on slow connections. Many queries that were being run to see if inventory on the teardown had been modified since it had been loaded has been combined or eliminated.
• Fixed: (case 20849) an issue where, if the user changed a vehicle's status, user status, or (especially) location, then choosing to cascade that change to all associated inventory records, that change might get rolled back if there were changes to the same items on the bids/teardowns tab.
• Added: if the user cascades location changes from a vehicle to parts on a teardown, that change is now immediately reflected on the teardown screen without having to reload.
• Added: the retail price in the location/status cascade dialog is now right aligned and sorts correctly.
• Fixed: (case 20896) an issue where vehicles wouldn't save reordered attachment ranks if they hit the save button instead of the close button.
• Fixed: (case 20955) an issue where the hidden field vehicle.dismantled was incorrectly being set by the 'purchase date' field instead of the dismantled date.
• Fixed: (Case 16989) make sure any new quantity on teardown items doesn't go into the variance location.
• Added: (case 23034) misc parts on a vehicle teardown will no longer copy the year/make/model/VIN/body style from the vehicle when it is changed. Only Standard parts will automatically copy that information to all associated parts.
• Fixed: (case 21953) a rare issue where a teardown/bid item with a bad inventory type might cause a crash when loading the vehicle.
• Added: (Case 21416) Added a new graphing tab to the vehicles screen. This area shows a vehicle 'break even' graph showing cost and revenue over time.

Vendor

• Fixed: (case 14034) if the user attaches a duplicate file, they will now see a user-friendly error message with a button to quickly remove the duplicate file.
• Fixed: if a price class doesn't have a store-specifc override, the "Default" entry is automatically selected.
• Fixed: (case 10091) an issue where selecting a new store to create store-specific price class overrides might save all the values as 0.
• Fixed: a possible crash when editing a price class and switching whether it is global.
• Fixed: (case 21814) an issue where loading a vendor, then loading another vendor without clearing the screen in between might cause attachments to move between the vendors.
• Fixed: minor issues with button sizing.

Vendor List

• Changed: position of controls on the screen has been standardized with other screens.
• Fixed: (case 15015) phone/fax searches now allow the user to search correctly instead of treating the input as a number.
• Added: date based searches now use a date-time picker to avoid ambiguity of date formatting.
• Performance: date based searches should now be slightly faster.
• Changed: (case 23171) vendor smart searches with multiple words will now automatically require all words to be present in the results.
• Performance: removed some unnecessary searching that happened as part of a vendor smart search that may have added slowness to these searches, especially when no results were found.

Work Orders

• Fixed: (Case 20339) a crash when sending items from search to a WO from the right-click menu.
• Fixed: (case 20023) an issue where inventory on WOs would use retail price instead of customer pricing for jobs set to use customer pricing.
• Fixed: some minor display issues causing some controls to not be placed like on other screens.
• Performance: deleted parts now run a single query to delete locations/order routing/etc. This will make saving a little faster when items are deleted.
• Fixed: (case 18878) estimate WOs no longer prompt the user for serial #'s for master parts or job parts.
• Added: if the user changes the 'estimate' checkbox, all serial # related attention icons are refreshed, so that if a WO leaves estimate state, the user will see that they need to choose a serial #.
• Fixed: an issue where the user could not view the part requests on voided or closed WOs.
• Added: (case 7280) work orders now support attachments. Drag and drop attachments into the new popup to attach things to a WO. Use the attachments button to show/hide the popup.
• Added: (case 21878) if the user attempts to load an inactive work order type, the work order will now load correctly.
• Fixed: several crashes related to work order types that were inactive.
• Fixed: if the user edits the current work order type and renames it, it will be renamed in the dropdown correctly.
• Fixed: (case 21883) an issue where the user could delete or add items to a closed WO.
• Fixed: if the user sends items from search to a closed WO, those items will be ignored.
• Fixed: the 'core returned' checkbox in the edit item dialog no longer can be toggled if the work order is closed or voided.
• Fixed: an issue where blank, empty items would be unnecessarily added to the bottom of a WO if the user added an inherent core or dirty core exchange to an item on a WO.
• Fixed: (case 22090) an issue where all modified job parts would always set the inventory id on save, overwriting any 'in-progress' action a user might be doing on the core management screen.

Placeholder release note:

Version 13 was skipped and not released as a standalone public release. Its changelog content was rolled into Version 14.

Release 12.7

Customer (17569)

• Fixed: (case 22484) an issue where a user without permission to edit customers might get an erroneous change detected message when they open the customer screen.

Global Settings Extension (17563)

• Fixed: an issue where date report parameters with fixed values might not get formatted correctly.

Interchange (17563)

• Fixed: if the user hits enter when they're in the 'search area' of the interchange screen, a search will be performed, but hitting enter when entering interchange records down below will treat the 'enter' as a spreadsheet enter.
• Fixed: a crash that could occur if someone doubleclicked an item with a dropdown where an invalid model was in a dropdown.
• Removed: (case 22494) the sales meta-data no longer looks at non-stocked item sales. This speeds up sales data loading.
• Added: the sales meta-data now also looks at work order usage history.

Report Viewer (17563)

• Fixed: an issue where date pickers for report parameters might show the year 1899 as the default value.
• Fixed: an issue where date report parameters with fixed values might not get formatted correctly.

Sales Orders (17681)

• Fixed: (case 18835) an issue where sales orders for customers who required PO #'s wouldn't pop up the requirement dialog if they weren't buying at least 2 items. Now, the PO # field blinks and the warnings pop up if the invoice subtotal is greater than $0.

Vehicles (17566)

• Added: (case 23034) misc parts on a vehicle teardown will no longer copy the year/make/model/VIN/body style from the vehicle when it is changed. Only Standard parts will automatically copy that information to all associated parts.

Vendor (17562)

• Fixed: (case 21814) an issue where loading a vendor, then loading another vendor without clearing the screen in between might cause attachments to move between the vendors.
• Fixed: minor issues with button sizing.

Work Orders (17568)

• Fixed: Restored department that was removed in a previous change
• Fixed: (case 21883) an issue where users could delete items off of a closed WO.

Release 12.6

Payment Entry

• Fixed: an issue with negative values (case 22433)

Purchase Orders

• Fixed: (case 21865) an issue where POs would automatically be marked as done receiving when a user without permission to receive inventory would save them after all quantity was received.
• Fixed: (case 22419) an issue where transfer orders that were created due to a multi-store purchase from inventory overview would not properly update the 'on order' and 'on hold' quantities.

Reports

Pick List

• Fixed: Excluded cores from the Pick List.

Sales Orders

• Fixed: (case 22423) an issue where the various blinking static fields stopped blinking correctly.

Release 12.5

Customers

• Fixed: (case 21196) an issue where customer default invoice terms were not being selected correctly when a customer was loaded.

Parts

• Fixed: the location field is now larger

Work Orders

• Fixed: (case 21188) an issue where the user could not view the part requests on voided or closed WOs.

Release 12.4

Purchase Orders

• Fixed: (case 21052) an issue where showing the returns dialog could cause a crash.

Sales Orders

• Fixed: (case 21102) a query error that would be thrown when the user sent an item from the warehouse management screen to an inventory adjustment document if that item had been written down more than once previously.

Release 12.3

Purchase Orders

• Fixed: an issue where the return dialog defaulted to just showing purchases from today instead of the last 90 days, as intended.
• Fixed: (case 20893) an issue where some of the right click options in the return dialog were not working.

Vehicles

• Fixed: (case 20955) an issue where the hidden field vehicle.dismantled was incorrectly being set by the 'purchase date' field instead of the dismantled date.

Release 12.2

Customer

• Fixed: (case 20872) an issue where the customer option list wasn't displaying the options it should show.

Parts

• Fixed: an issue where the condition field on the parts screen was not in the proper location in the tab order.
• Fixed: (case 20728) an issue where sending parts from the parts screen to the part modification screen wouldn't load anything up.
• Fixed: (case 20896) an issue where parts/vehicles wouldn't save reordered attachment ranks if they hit the save button instead of the close button.

Vehicles

• Performance: saving large teardowns can now be as much as 3 times faster, especially on slow connections. Many queries that were being run to see if inventory on the teardown had been modified since it had been loaded has been combined or eliminated.
• Fixed: (case 20849) an issue where, if the user changed a vehicle's status, user status, or (especially) location, then choosing to cascade that change to all associated inventory records, that change might get rolled back if there were changes to the same items on the bids/teardowns tab.
• Added: if the user cascades location changes from a vehicle to parts on a teardown, that change is now immediately reflected on the teardown screen without having to reload.
• Added: the retail price in the location/status cascade dialog is now right aligned and sorts correctly.
• Fixed: (case 20896) an issue where parts/vehicles wouldn't save reordered attachment ranks if they hit the save button instead of the close button.

Release 12.1

Purchase Orders

• Fixed: (case 20857) an issue where the 'core exchange' column in the POs return dialog was hidden, making it impossible for the user to specify that a return associated with an inherent core charge was an exchange instead of just a credit. This issue was introduced in version 12.

Sales Orders

• Fixed: (case 20854) an issue where opening the return dialog for a saved SO might show the saved line items on that SO twice.

Release 12.0

Highlights

• Added: all print jobs, successful or failed, now get put into the report print queue (this can be reviewed on the report viewer screen). All print errors can be reviewed here, print jobs can be reprinted/retried, and total execution time can be reviewed. This will help improve print speeds in the future.
• Improved: all print previewing has been improved. Cancelling/reprinting a preview now happens faster. All errors are reported in the standard ITrack error dialog. All print previews now go into the print queue.
• Added: reports in the report viewer can now be marked as 'favorites'. This is a per-user setting so that each user can remember the reports they often print.
• Added: various improvements to the report viewer screen's presentation.
• Added: whenever the user performs an advanced print operation, they can easily choose print quantity as well as whether they'd like to print the job or email/save a pdf (email/save require the advanced print server solution).
• Added: the parts and vehicles screens now show a floating attachment preview dialog. With this, the user can easily view images for the current part or vehicle without having to go to the attachments page. This popup can be located on a second monitor if the user wishes.
• Added: there is now a global hotkey (editable in the configure->hotkeys dialog) that, when held down during a print job, will pop up the advanced print dialog. This makes changing print quantity or emailing any print job easy.
• Changed: the way accounting is saved has been changed to make gl reports clearer.
• Added: each store can now have a remittance address in addition to its street address.
• Added: the returns dialog on the sales order screen has been merged with the one on the purchase order screen so that each area got all the benefits the other had.
• Added: sales orders now allow the user to specify a reason for the return.
• Changed: many screens got adjusted so that whether the user has done a normal search or a location specific search, results are sent to other screens in a consistent way.
• Added: inventory can now be specified as single quantity items. In the future, this will signify items that cannot exist at multiple locations.

Tools/Controls

• Performance: upgrades to our collections that (in some cases) eliminate as much as 85% of the time spent in some loops.
• Added: support for icons on 'push-like' buttons.
• Added: support for typeable columns in lists can now support a 'maximum length' for the data that the user can enter. If the user enters more than this, they hear a beep and are stopped.
• Performance: formatting of list text has been sped up somewhat.
• Added: a shared city/state/zip field group to consistently handle all areas where these linked fields should look one another up.
• Fixed: an issue where attachment interfaces would not lock down correctly in some scenarios. Also fixed an issue where the public checkbox wouldn't work correctly if there was more than one check in the list.
• Fixed: an issue where custom "ok" message boxes wouldn't have their custom button text shown.
• Fixed: an issue where times containing midnight might save incorrectly. Also an issue where date/times might save as 1899-12-30
• Added: doubleclicking an item in a tree control now toggles the expansion of that item.
• Fixed: an issue where the list footer would become invisible in some scenarios.

Accounting

• Changed: (case 18825) the way gl transactions are built has been completely redone. The main upshot from this is as follows:

1. When a SO is saved/finalized/voided, all payments attached to that invoice as well as all external WOs that are on the SO have their accounting put into the same gl transaction. This makes it easier to relate all the 'activity' of the invoice in one place.
2. Now, there are many gl transaction types that represent all the areas of the software the user could trigger accounting from. This will make it easier for accounting reporting to say more exactly what the user did to cause the activity. For example, a single invoice could have multiple gl transactions over its lifetime. The following could be the example transactions for a single SO: "Sales Order Saved", "Sales Order Finalized", "Sales Order Reopened", "Sales Order Finalized", "Sales Order Voided".

• Fixed: an issue where voiding payments was incorrectly attaching the balancing entries to the original transaction, possibly at the original transaction date. Now this gets a new "Payment Voided" transaction at the current date.

Appraisals

• Changed: (case 19419) by user request, the 'current quantity on hand' retrieved as part of sales appraisals will now limit the matched results to just items that match the category of the current item (if it is filled out). Otherwise, all categories are considered.

Approvals

• Fixed: (case 18952) an issue where the stock category was not correctly being displayed when price rules were being loaded. The value of All would save but display as Standard on the next load.
• Fixed: an issue where changing the document type of a price rule was not being saved.
• Fixed: another issue that was causing part types from being saved on price rules.

Crystal Reports Extension

• Added: (case 17915) printing reports now logs successful print information as well as errors to the print queue.
• Added: proper support for 're-printing' items in the report queue. That way, they won't get another entry in the queue.
• Added: print previewing now inserts an 'in progress' entry in the print queue, which is overwritten up by the report viewer screen.
• Added: (Case 18265) the 'choose printer' dialog now has the ability to let the user choose to email a report instead, or archive it on the server. In addition, the user can have a print get 'delayed' in the queue if they wish to schedule it for later.
• Added: the archived reports subdirectory now has a default value per report type. This way, all saved reports will automatically be saved into sorted subdirectories.
• Removed: if the user performs an advanced print, the windows printer dialog no longer shows up. Instead, we show the ITrack choose printer dialog, which allows choosing to email or archive.
• Added: (case 18265) a global hotkey that controls whether to automatically show the advanced print options popup during any print. This defaults to ctrl + left click when printing, but can be rebound in the hotkeys dialog.
• Added: support for auto-complete options in the email dropdown.
• Added: if the user enters a new email address in the dropdown, future email operations will 'remember' that option.
• Fixed: newly created report queue entries are now correctly cleaned up, avoiding memory leaks.
• Changed: reprinting a report queue entry no longer updates the 'created by user'.
• Fixed: crash that would occur when cleaning up report queue entries.
• Changed: if the user chooses to email or archive a report, all reporting code is skipped.
• Added: support for delayed printing and emailing. If a print job is going to be printed in the future, the print operation is skipped and logged in the queue.
• Changed: the error report field in the report queue can now go up to 1000 characters instead of being limited to the previous 250 characters.
• Added: there is a new setting ("Printing"->"Advanced print management server installed"). The advanced printing dialog now deactivates various controls if this setting is off. Essentially, any controls that require report commander to be present are disabled.
• Added: (case 19676) the advanced print dialog now has a quantity edit so that the user can easily change the print quantity without going into the windows printer dialog.
• Added: report auto-updater now creates new reports with a category of "Report".
• Added: Configure->reports page now has handling for setting a report category.
• Fixed: (case 19832) an issue where exporting a report add script with parameter values could cause a query error.

Core Management

• Fixed: (case 19052) an issue where typing into the part lookup on the customer cores (filter at the top) or returned cores (core bank lookup) tabs, if the user was taken to search, any result they chose would not be returned to the screen correctly.
• Changed: the part filter field on customer cores has been modified to work more like the lookups on other screens. This should make the usage of the screen more obvious than before.
• Changed: (case 17587) the document # column in the customer cores tab has been reformatted to match the format of the returned cores tab.
• Removed: (case 17587) the document # columns no longer show document line item #.

Customer

• Fixed: (case 18861) an issue where the user could type in an invalid tax item name and the value would not be cleared before saving, leading users to believe a valid value would be saved.
• Fixed: (case 18861) an issue where no tax item selected was being saved with an invalid value (now it is correctly set to NULL).
• Added: (case 18825) creating finance charges now falls under a gl transaction type of "Finance Charges Finalized".
• Fixed: (case 18961) an issue where the Save & New button did not clear the screen after saving, making it seem as though nothing had happened.
• Fixed: (case 19108) if a new customer was created without the user going to the tax/payment info tab, the default invoice terms would not be saved correctly.
• Fixed: (case 18794) an issue where hitting Save and Clear on a customer with attachments, then creating a new customer could 'move' those attachments to the new customer.

Customer List

• Fixed: an issue where searching by customer website would throw a database error.
• Fixed: (case 18945) a database error that would occur if the user was searching for customers at a specific store ("Customers For All Stores" is unchecked) and they were searching by an address field (due to the recent additions allowing the system to simultaneously search alternate addresses).

Database

• Added: support for new 'time elapsed' column in the reportqueue table.
• Added: (case 18727) support for delayed print operations in the print queue (reportqueue.waituntil). There is also now an index on the fields that the report server scripts uses to find printable jobs.
• Fixed: the triggers and functions that keep locations up to date no longer use a value of -1 to represent 'no location'. This was causing issues on some databases that were in strict mode. Now, the system always uses NULL.
• Added: (case 18825) several previous gl transaction types have been retired and many new ones have been added. This is part of a push to make gl transactions a descriptive and useful way to review accounting.
• Removed: the old comments field in gl transactions. It was generally just used for the same purpose that we now use type for.
• Fixed: (case 18861) customer.taxitemid has been corrected to have a value of NULL instead of -1 for those rows where -1 was being inserted.
• Fixed: (Case 18852) PO adjustments that were created before version 11 wouldn't show up on their posting correctly anymore because of the innodb changes. This fixes it.
• Added: (case 18001) salesorderline.customerprice, which is a transactionalized copy of the price the salesman was presented with by default. All historical sales have had their value set retroactively for future reporting.
• Fixed: (case 19027) the f_invoicepaid function had different versions on different databases. This should standardize and speed up the function slightly.
• Performance: (case 19032) customer balance calculating functions were being too specific about what index to use. Now, they will use whichever one is best. This showed some minor speed improvements on very large customer activity.
• Changed: maximum make length increased from 15 to 50 characters.
• Changed: inventory make length increased to match the 50 character limit of other tables.
• Fixed: (Case 19047) an issue the user would get a database error when deleting locations.
• Added: (case 17859) a new permission to control whether the user can print documents that have outstanding price violations. By default, this is on for all users who could normally edit a SO.
• Added: (case 17070) support for a user-entered 'return reason/code' that can track 'why' an item was returned.
• Removed: a view that was created for a previous report. It is no longer in use and it not well optimized. All reports should use fgetattachment_id instead.
• Removed: (case 3886) the after update trigger on vehicles has been removed. This had been a previous way to keep year, make, model, etc synchronized between vehicle and inventory.
• Added: (case 6507) a search option to inventorysetting to allow the user to search for parts by the tag # of any collections that item is in. This makes printing tags for all collection members easy.
• Fixed: (case 17943) selling/deleting a whole unit should reject all open bids. This solves issues where users would accept bids after the vehicle was sold, marking the vehicle as available again. This should trigger if the user sells the whole unit on a SO, consumes it on a WO, or returns it to the vendor on a return PO.
• Changed: column order rearranged in the inventory table to make more sense.
• Added: (case 6656) there is now a 'singlequantity' flag on inventory. This flag will track items that should never have a quantity greater than 1 and should never have more than one valid location.
• Updated: all previous vehicle whole units set to 'Single Quantity' Parts.
• Fixed: an issue where inventory.isacore allowed NULL.
• Added: (case 18391) vehicle bids now store an 'assigned to' user as well as the date they were closed and what user closed them. All closed bids have had their date closed set retroactively, where possible.
• Added: (case 17070) a new table where users can define a list of 'return codes/reasons'. These can be chosen between when performing returns on an invoice.
• Added: (case 17070) a new permission controlling who can manage return codes.
• Added: 3 initial return reasons to handle the common cases.
• Fixed: the right-clicking graphing template has been modified so that if the user uses a string column as the x axis of a scatter graph (but the strings contain numbers), the graph should look correct.
• Added: (Case 19658) Schema for logging search times to log_search.
• Changed: (case 19042) the previous part search column "Entered By (user id)" is now no longer searchable and has been replaced with "Entered By User" which allows the user to search by user name.
• Added: comments to report table columns.
• Added: new column for tracking a report's category, separate from its type.
• Added: speed index to the report table based on name.
• Fixed: (case 12267) an issue where vpickablejobpart was not defined correctly, causing most items to be unpickable.
• Added: (case 19865) report.name is now enforced unique per report type.
• Fixed: a misspelled column name in a location delete trigger.
• Fixed: (19810) an issue where several sales order job fields wouldn't aggregate correctly on the totals tab of the transaction list.
• Added: (case 19467) notes for why a report subscription exists

Deliveries

• Changed: by customer request, the 'Skip Delivery' button on the picking tab has been renamed to Skip Pick/Delivery to more clearly denote that the items will not be picked.

Ebay Extension

• Added: (Case 17835) There is now a last updated date displayed on the auctions page of the eBay module
• Added: (Case 17835) Invoicing from eBay will now create a basic customer record if no customer with a matching email exists and the Setting "Ebay Create Customer" is set to true and receive at least the email from the ebay transaction.
• Added: (Case 17835) Added a column "Invoiceable" that shows the count of completed transactions with no invoiceids associated. (an invoice id is not added until ebay is closed and re-opened, so this value will not either)
• Fixed: (Case 17835) Fixed an sql error when updating ebay auctions.
• Fixed: (Case 17328) Added 'Freight' as a shipping option.
• Fixed: (Case 17945) Fixed a crash when launching ebay without a user account.
• Added: (Case 19012) Added a transaction tab
• Fixed: (Case 19012) Filtering now works correctly.
• Fixed: (Case 18840) Freight shipping now overrides any cost or free shipping settings
• Fixed: (Case 19012) Now hiding the ItemID column, since users have no use for it.
• Fixed: (Case 19012) Initial load speed dramatically improved.
• Fixed: (Case 19305) Open Screen permission is now correctly followed.
• Fixed: A query error was corrected regarding invoices.

Common Resources

• Added: a generalized version of the picture viewer dialog used on search. This will be usable by other screens that would like to show image attachments for parts and vehicles.
• Moved: the view pictures dialog from search has been moved to common resources so it can be shared between screens.
• Added: the title text of the pictures dialog is now more descriptive, and shows total number of images in the title.
• Changed: the last location of the pictures dialog is no longer stored in the ini file.
• Added: the picture view dialog now uses a type of image cache that holds onto previously loaded file information. This should make load operations faster if the user goes back and forth between items.
• Fixed: the page up/page down buttons seemed to do the opposite of what was expected when scrolling through images.
• Added: support for showing images on unsaved parts and vehicles.

Global Settings Extension

• Fixed: an issue where the print queue page on the report viewer screen would incorrectly ignore the 'show printed' checkbox.
• Added: support for print logging in the report queue.
• Added: support for mouse buttons in key bindings.
• Added: doubleclicking a keybinding now allows the user to immediately rebind that action.
• Added: an auto-complete handler that looks up all historical email addresses of users, customers, customer alternate addresses, and previous emailed reports.
• Changed: to support the new way that search results are sent between screens, the ebay handler had to be updated.
• Added: support for various new report viewer features.
• Performance: when a user closes a screen, column order is now saved with an INSERT ON DUPLICATE KEY UPDATE instead of REPLACE INTO, which will reduce traffic and disk writes.
• Fixed: (case 19255) an issue where user settings would not save any changes if the user logged out and logged back in before closing the application.

Home

• Fixed: an issue where, if WO type of "All" wasn't first in the list alphabetically, it would not correctly look at all types.
• Changed: (case 18791) the work orders tab now uses tagnumber instead of vendorcode and partnumber for all work order master parts. This should resolve issues where some users would get inconsistent labeling for master parts
• Added: tooltips to all columns headers as well as the body of the work orders tab.
• Added: the user can now click into the description and notes fields on the work orders tab, making it easier to read multiline entries and copy text out.
• Added: (case 16389) 2 new columns to the work order tab: % Done and Job Status. % Done shows a value that represents what % of the jobs on the WO are now at status Done. The Job Status field shows the status detail of all jobs on the WO. These fields show VOID if the WO is void and the status shows as FINALIZED if the WO is closed. In all other cases, the columns receive the most appropriate status colorization to match the colors used for statuses on the WO screen.

ITrack Online

• Added: any javascript errors encountered on any pages being navigated to will now be automatically suppressed on client systems, but not in testing.

libITSQLFramework

• Fixed: the timestamps in the query log now use local times instead of UTC times. Also, the values are formatted a bit more logically.

Login

• Fixed: a minor flickering issue when opening up the configure->users dialog causing it to load slower.

Options

• Added: the configure->Stores dialog now has an area for a remittance address and phone #. By default, this is the same as the street address of that store, but the user can make them differ. Soon, this information will show up on billing statements and invoices.
• Added: the configure stores dialog now uses a state auto-complete to populate the state dropdowns, which will speed up loading slightly.
• Added: changes to configure stores dialog to copy address information to the remittance area if the 'use same address' checkbox is checked.

Parts

• Fixed: (case 18858) an issue where the parts screen was setting locationid as part of its insert/update queries, when this field was supposed to be omitted. It is handled elsewhere, and this was causing errors on databases with strict mode on (as virtual locations used a value of -1 which is no longer an allowed value.
• Fixed: (case 6663) the refresh button on the parts transactions tab now refreshes the transaction cache, so any newly created transactions will be found. For speed purposes, the previous/next page buttons will not rebuild the cache.
• Performance: the process of building the cache of transaction history for the transactions tab has been sped up. This will make loading this information faster, especially on slower networks.
• Changed: attachment management has been upgraded to a newer methodology that will be compatible with a new picture viewer pane.
• Changed: several things about the header of the parts screen have been modified to introduce consistency between the parts and vehicles screens.
• Removed: the advanced page no longer checks to see if the enter key should work like tab. This is to establish consistency with other areas.
• Added: (case 1545) this screen now displays a non-modal picture dialog when the user opens the screen. It will allow the user to view part and vehicle images for the currently loaded part at a glance. The dialog is the same one that has been in use on the search screen since version 1. The user may position the dialog on another monitor or in unused space. The dialog is automatically hidden if the user goes to another screen.
• Added: the screen will remember if the user wishes to show the picture dialog, and automatically show/hide it the next time the screen is opened.
• Added: The user can toggle whether the pictures dialog is visible using the new 'toggle' button at the top of the screen.
• Added: user hotkey (can be customized in configure->user hotkeys) for toggling the state of the picture dialog. The default is "Ctrl + P".
• Added: new tool tips for all header controls.
• Added: if the user adds/removes/edits any attachments on the current record, the picture dialog is refreshed.
• Fixed: an issue where image ordering might be overwritten the next time the user opened a part.
• Added: (case 6507) a button to the links page that performs a search for all members in the current collection. This makes printing tags for all collections members easy.
• Fixed: an issue where, if there was an error while saving collection components, the user might not be able to correct the issue and save again.
• Added: (case 17595) as part of saving new collection component items (such as for assemblies), the user is warned if the tag #'s they enter match any existing items in inventory.
• Fixed: an issue where inventory tagnumber was saving only 20 characters, when it was supposed to be 50 characters.
• Added: (case 6656) a new checkbox on the advanced tab called "Single Quantity Part". Parts with this checked attempt to enforce that their quantity never goes above 1 and they never have more than 1 valid location. This represents 'discrete' parts that only exist once in any store (such as vehicles and most parts created from teardown).
• Added: (case 6656) 2 new errors on save if the user has 'Single Quantity Part' checked and the quantity on hand is greater than 1 or there is more than one valid location.
• Added: (case 6656) any 'new' collection components created as part of a collection (usually an assembly) will create all 'child' parts as 'Single Quantity Items' if their quantity is 1 or less. This should make it so that most of these parts won't ever have to end up in a state where they have multiple locations when that doesn't make sense for such 'simple' parts.
• Fixed: (case 19678) an issue where Q&A on new serials was not saving correctly.
• Fixed: (case 19663) an issue where clearing the parts screen after loading a part with a single serial # would not clear the "Serial #" field on the part info tab.

Part Configuration

• Fixed: a possible database error that could happen if the user entered a make longer than the maximum allowed make.
• Fixed: the user could not 'uncheck' the start/end date on part type messages.

Payment Entry

• Added: (case 18825) when payments/discounts/credits are saved, they are now put under a GL transaction type of 'Payment Batch Updated'.

Print Queue

• Fixed: (Case 17810) All errors are now written to file and an exception has been added for writing errors to the database.
• Fixed: (Case 18665) Added timers, written to db. It should also update lastsenton.
• Fixed: (Case 18160) Now has an enterprise handler that should pull in printers using fgetsetting.
• Fixed: (Case 19360) Syntax errors and handling for when no parameters are passed.
• Fixed: (Case 19360) removed an errant else clause possibly causing failure loops
• Fixed: (Case 19360) execution time now correctly quoted.
• Fixed: (Case 19360) PrintQueue now handles missing reports instead of crashing
• Added: (Case 18528) error reporting emails
• Fixed: (Case 18430) Now enabled report commander's native error logging. -v flag effects it. To set a custom logfile, a new config setting 'reportcommanderlogfile' exists.
• Fixed: Printing reports no longer makes a pdf
• Fixed: Saving files to folders no longer deletes them
• Fixed: (Case 18727) Now supports a waituntil date/time which specifies when a report should print.
• Fixed: (Case 19605) Printing to the selected printer now works for reports that have No Printer checkbox checked in the crystal report file.
• Fixed: (Case 19718) Python now corrects the product config setting from ITrack Enterprise to ITrackEnterprise
• Fixed: (Case 19406) We now group_concat on | for parameters to avoid splitting off and ignoring subquery parameters.
• Fixed: (Case 19484) Printqueue now uses fsetsetting to let the other products know that the Advanced Print Management Server is installed.
• Added: a bunch of comments to make PrintQueue.py simpler to understand, as well as a convenience method for query error handling.
• Fixed: (Case 19850) Added some error handling for when queries return no results.
• Added: (Case 19850) Added a setting emailerroron, which when set to False will turn off email error reporting
• Fixed: (Case 19850) Allowed not specifying a printer.
• Fixed: (Case 19878) Fixed another crash

Purchase Orders

• Added: (case 18825) future PO/TO accounting will now be done under GL transaction types of 'Purchase Order Received', 'Transfer Order Received', 'Purchase Order Voided', and 'Transfer Order Voided'.
• Changed: the returns dialog on the SO screen now shares resources with the PO return dialog, this should help them have the same features in the future.
• Added: by user request, the PO returns dialog now has many features that were only in the SO return dialog up until now:
• Previous/next page buttons
• Added: PO return dialog now has a document # filter edit. The user can enter a document # (wildcards supported), or enter something in the "store #-document #" format.
• Changed: (case 6656) the error attention icon/popup related to receiving a vehicle a second time has been generalized to include any parts that are 'Single QUantity Items' (whole units count).
• Added: a new warning attention icon/popup related to whether it looks like a PO will cause a single quantity part to go above 1 QoH. This is a warning because the user is not actually receiving the stock right now.
• Fixed: an issue where a user with permission to edit POs after they have been marked as Done Receiving wouldn't see attention icons/warnings regarding changes they were making. Now, the presence of the warnings is based on whether the user can fix the issue.
• Fixed: an issue where the 'too many locations chosen' pop up dialog on PO save would sometimes show the incorrect number of 'bad lines'.
• Changed: error/warning attention icon hover text has been changed to be more consistent with other screens.
• Added: when the system shows warnings/errors that 'Single Quantity' items (such as vehicles) will get a quantity above 1, it now checks quantity across all stores, as single quantity items can only have a single quantity at any location at any store.

Reports

Billing Statement

• Added: (case 18402) a setting to hide terms. They will show by default.
• Changed:(case 18218) mode setting name and options.
• Fixed: (case 19138) specified sort order in Activity and OIA sections: date, store, salesorder.
• Added: (case 17516) settings for alternate address and logo layouts at the top of the document for lining up with envelope windows and preference. This was also done to the SO report. Billing calls a global setting. SO calls a store setting.
• Changed:(case 18805) replaced store address info in the tearoff with remittance info.
• Fixed:(case 19932) suppressed the Finance Charge line in OIA mode when it is 0.00.

GL Activity

• Changed: (case 18134) renamed GL Sales Activity report to GL Activity. Improved the report to include glentries from all types of documents, sorted by the document and transaction that generated the entries.

GL Entries By GL Account

• Changed: (case 18138) Combined GL Entry Detail By Account and GL Entry Summary By Account functionality into a new report: GL Entires By GL Account. You can summarize by GL Account, GL Entry, or Document of Origin.

GL Entry Detail By Account

• Removed: (case 18138) functionality has been folded into GL Entries By GL Account.

GL Entry Summary By Account

• Removed: (case 18138) functionality has been folded into GL Entries By GL Account.

GL Entry Verification

• Removed: (case 18140) Deprecated report.

Inventory Age

• Added:(case 16912) this is a new FIFO report that figures out average age and oldest per SKU. Requires FIFO.

Labor Summary By Employee

• Changed: (case 18671) renamed some column headers.
• Fixed: (case 19135) non uservisible activity were rows showing up. Now they are not.

Packing Slip

• Fixed: (case 19347) the report was showing date closed instead of date, which was sometimes showing 1899 for open SOs. This now matches Sales Order 11in. I also hid shipping information when appropriate the for Ship Method.

Purchase Order Posting

• Changed: (case 18137) now displays postingnumber instead of purhcaseorderhistoryid.

Received Items

• Changed: (case 18137) now displays postingnumber instead of purhcaseorderhistoryid.

Received Items By Source

• Changed: (case 18137) now displays postingnumber instead of purhcaseorderhistoryid.

Received POs With Unapproved Postings

• Changed: (case 18137) now displays postingnumber instead of purhcaseorderhistoryid.

Sales By GL Category

• Fixed: (case 19370) this was referencing an old view, recently deprecated for being inefficient. Updated the report query to use the UNION salesorder line and salesorder adjustment information like other SO reports. Note that adjustments do not have a glcategory. They are still included in the report under "unassigned"
• Changed: (case 18133) combined Sales By GL Category, Sales By GL Department, and Sales By GL Department And Category into one report with multiple summary levels.

Sales By GL Department

• Removed: (case 18133) functionality has been folded into Sales By GL Category.

Sales By GL Department And Category

• Removed: (case 18133) functionality has been folded into Sales By GL Category.

Sales By Invoice

• Changed: (case 18360) updated with a new mode parameter to view the information at different levels: lineitem, salesorder, or day. Sales By Invoice Extended and Sales By Invoice Extended Detailed can now be removed. Tidied the report.
• Fixed: (case 19361) a bug where the report would ignore the store ID parameter.

Sales By Invoice Extended

• Removed: (case 18360) functionality has been folded into Sales By Invoice.

Sales By Invoice Extended Detailed

• Removed: (case 18360) functionality has been folded into Sales By Invoice.

Sales Order 11in

• Fixed: (case 18857) jobpart quantity rounding.
• Fixed: (case 18941) shipping address fields on Sales Order 11in to hide if there is no ship method.
• Added: (case 17516) settings for alternate address and logo layouts at the top of the document for lining up with envelope windows and preference. This was also done to the Billing report. Billing calls a global setting. SO calls a store setting.
• Fixed:(case 17517) jobpart quantity rounding formulas, made the report react to "print labor detail", and cleaned up the job sections in general. The part and labor subreports are now combined, and I moved things to look cleaner.
• Performance: (case 19738) removed an unnecisary JOIN.
• Replaced customer unit id with customer unit number.

Sales Order Return

• Added: (case 19542) added return reason column.

Teardown

• Added: (case 18638) vehicle stocknumber to the footer of every page.
• Changed: (case 18219) report layout to look cleaner, swapped it to Landscape.

Top Customers Trending

• Added: (case 16724) a new parameter that allows you to specify how "top" is determined, by counts or sums. It was added to all "Top…Trending" reports.

Top Customer Types Trending

• Added: (case 16724) a new parameter that allows you to specify how "top" is determined, by counts or sums. It was added to all "Top…Trending" reports.

Top Part Type Age Trending

• Added: (case 16724) a new parameter that allows you to specify how "top" is determined, by counts or sums. It was added to all "Top…Trending" reports.
• Fixed:(case 18891) Make/Man grouping when 'Make/Man' is selected on on Top Part Type Age Trending.
• Fixed: (case 19708) a rare divide by 0 error that happened when the grand sum (of sales or quantity, depending on what you picked for the based on parameter) = 0.

Top Part Type Sales Trending

• Added: (case 16724) a new parameter that allows you to specify how "top" is determined, by counts or sums. It was added to all "Top…Trending" reports.

Top Salespeople Trending

• Added: (case 16724) a new parameter that allows you to specify how "top" is determined, by counts or sums. It was added to all "Top…Trending" reports.

Transfer Order

• Fixed: (case 18863) barcode format. Previously, if it included commas, which would make the barcode unreadable (transferorderid > 999).

Vehicle Photos 2x3

• Added: (case 17695) Vehicle Photos 2x3 is a new report that prints one photo per vehicle 6 per page, 2 across, 3 down. It also prints year, make, model, and stocknumber. If there is no image, it prints the text "no photo".
• Performance: (case 17695) made photo selection better by using 2 functions instead of a function and a bad view. Updated report type to "Vehicle Search" so it can print from the Search screen Vehicle Search tab Results button.
• Changed: (case 17695) set printer to 'Photos' so people can set a different default printer than the majority of the reports. Since the report is mostly images, they may want higher quality printing.

Vehicle Spec Sheet

• Performance: (case 17695) removed the join to a old view.
• Added: (case 18976) added vehicle notes and description, both suppressible via setting. Tidied the report.

Vehicle Value Analyis

• Added: (case 11433) an age column - resized the fields to make room and tidied.
• Added: (case 8706) closed, non-void jobpart values into the parts sold section.

Work Clock Times

• Changed: (case 18291) renamed Time Clock Work Clock to Work Clock Times and improved the report. It shows Work Clock Time on the left and the division of that time (Time spent on WOs + Time spent on Internal Activities) on the right with percentages + efficiency and lost hours calculations.
• Fixed: (case 18545) default user parameter for showing all users ('All Users'). It was previously entered incorrectly as ''.

Work Order, External

• Fixed: (case 18857) jobpart quantity rounding.

Work Order, Internal

• Fixed: (case 18857) jobpart quantity rounding.

Work Orders

• Added: (case 18690) additional information to the summary section.

Report Viewer

• Added: print queue page now has columns for report type as well as report name.
• Added: column for the new execution time value.
• Added: the print status column is now bolded and color coded.
• Added: notes and error info columns are now multiline edits for easier reading.
• Added: the user can now edit notes on each queue entry.
• Added: support for reprinting items in the queue now updates the execution time as well as parameter values for the existing entry.
• Added: clicking the 'cancel' button (little red x) while a preview job is running now cancels the job completely.
• Added: cancelling a preview either with the little red x or by closing the screen now updates the print queue with a status of Cancelled.
• Added: previewing reports now correctly saves the execution time in the repot queue as well as when it was previewed.
• Added: errors that occur during print preview are now reported with the same error reporting box as all other printing errors. These errors are also saved in the print queue.
• Fixed: any queued report that is sent to the previewer will now correctly save "Preview" as the destination for the report.
• Fixed: an issue where reprinting reports by sending them to preview would cause a new queue entry to be created.
• Changed: the report viewer tab now shows report categories and report names in a tree instead of 2 lists.
• Added: report categories can now contain multiple levels and are no longer attached to the report type (what button it prints from).
• Added: buttons for setting which reports are a user's favorites.
• Changed: deselecting a report now makes various parts of the screen read only.
• Added: the report and parameter lists now save and load their column order and widths.
• Added: when reports are first loaded up (or they are reprinted) various pieces of meta-data are loaded for the report, including average execution time, who ran the report last, a well as how often it is run.
• Added: (case 19808) support for adding reports to the user's favorite reports. All favorite reports show up in a special "* Favorites" area.

Sales Orders

• Changed: default document type has been changed from Quote to Invoice. This won't affect existing users, just new ones.
• Changed: (case 18354) the way 'default' document types work has been reworked. There is still a setting that controls this value, but it is no longer saved when the user closes the screen. Now, the user must choose to set it manually by right-clicking on the document type dropdown.
• Fixed: the 'send items to location map' option in the right click menu will now show the user's current key binding.
• Changed: the email to salesman and email to customer options now print an invoice to PDF and emails it instead of building a text email. This will be much more accurate to the print outs.
• Added: the context menu (right click) now has options for emailing to customer and emailing to salesperson.
• Added: (case 18825) when an invoice is saved, finalized, reopened, or voided, all attached payments and work orders will now have their accounting inserted under the same GL category as the invoice itself instead of separate ones.
• Changed: accounting now happens under the gl transaction types of "Sales Order Updated", "Sales Order Finalized", "Sales Order Reopened", and "Sales Order Voided" to make the transaction log easier to understand.
• Added: (case 18001) the 'customer price' the salesman is presented with is now saved with all lineitems for historical reporting.
• Fixed: saving new lineitems will now be slightly faster, especially on very slow connections.
• Fixed: (case 19013) an issue where loading an item onto a SO without any locations could cause the part to be opened on the parts screen instead if the search sent it over by location. Now the item will be loaded onto the SO with no location.
• Added: (case 17859) support for a new permission to control whether the user can print documents that have outstanding price violations. By default, this is on for all users who could normally edit a SO.
• Changed: the returns dialog on the SO screen now shares resources with the PO return dialog, this should help them have the same features in the future.
• Added: by user request, the SO returns dialog now has many features that were only in the PO return dialog up until now:
• Date range filter
• Remembering what documents were expanded when the user changes pages or filters
• Added: SO return dialog now has a document # filter edit. The user can enter a document # (wildcards supported), or enter something in the "store #-document #" format.
• Added: (case 17070) when the user opens the perform returns dialog, there is now a 'reason for return' dropdown. The user will be shown all previous reasons in an auto-complete, but they can enter new reasons as well. This 'reason' will be applied to all items returned at that time and is remembered for future returns.
• Added: if the user opens the edit item dialog for an item and that item is a return, the return reason will be shown in a special auto-complete dropdown (and can be modified). This is useful for situations where many items need to be returned, but only one or two have a different 'reason'.
• Changed: to eliminate errors caused by the user sending part search results to screens with and without the "group by location" checkbox checked, the two types of messages have been merged into one. This change should be transparent to the user, but it hopefully eliminates cases where screens were handling these 2 cases very differently.
• Added: (case 17070) a new configure->Documents->Return Codes configuration dialog. Users with the appropriate permission can open this dialog to add/edit/remove 'return codes/reasons' which can be chosen between when performing a return on an invoice.
• Changed: (case 17070) the 'return reason' in the perform returns dialog (as well as the edit items dialog) now load entries from the new returncode table. In addition, they now display both the code and name of the return reason. This should give administrators a tighter control over what options can be chosen by users when performing returns.
• Added: return reasons that the user can choose between now show in 'rank' ordering. This allows yards to customize the order that return reasons are displayed in (instead of alphabetical).
• Added: the return dialog now has a Configure button next to the return reasons dropdown. Users with permission to manage this list can click this button to be taken to the configure->return codes dialog.
• Added: configure->return codes now has support for showing which items are in use, and deleting an in-use return code will prompt the user to choose a replacement.
• Fixed: (case 19505) an issue where, if an invoice had payments on it that had a payment method that was not a valid option for the current customer, nothing would show in the payment method column.
• Added: (case 19551) when items are sent to a inventory adjustment document from warehouse management, 'found' items now attempt to find previously written down documents to 'return'. Essentially, if the item in question was ever written down with sufficient quantity, that original write down cost will be used instead. If no appropriate write downs are found, then the item is 'found' with a cost of $0 like before. This helps with yards who would like 'found' inventory to not come back in at $0 average cost.

Search

• Added: (case 8668) if a search returns no results, the popup now has a 'search on HTP' button which will attempt to perform the same search (when possible) on HeavyTruckParts.net.
• Fixed: all options in the right click menu will no correctly show the user's current key binding.
• Fixed: (case 18899) a crash that could occur if the user deselected all vehicles and then clicked on any header to sort the list. This was a long-occuring bug that had been difficult to track down, credit to Ryan@Active for reproduction information.
• Changed: when the user sends search results to other screens, they are now sent in just a single format, instead of 3 or 4. This will make communication between screens easier and more consistent, but breaks compatibility with old versions of other screens.
• Removed: some code that might re-order results being sent from search to other screens. Now items should arrive at other screens in the same order they were viewed on search.
• Moved: the picture viewer dialog that the screen used has been moved to common resources to be shared with other screens.
• Changed: (case 1545) the view pictures dialog is now shared with the parts and vehicles screens. For this reason, some adjustments have been made to the icons and title text to be more useful.
• Added: any images shown in the image viewer dialog are now cached locally, so going quickly between parts will force items to be loaded the first time, but on subsequent visits, the images will already be available. This should make going back forth between search results with images faster, especially on slow connections.
• Added: (Case 19658) Search logging now records execution time, so we set it here.

Transaction List

• Fixed: all options in the right click menu will no correctly show the user's current key binding.

Vehicles

• Changed: the user interface of the main vehicles screen has been significantly reworked. Its layout should now much more correctly match the parts screen.
• Fixed: an issue where the tracking # field at the top of the screen was not emptying when clearing the vehicle.
• Added: (case 1545) this screen now displays a non-modal picture dialog when the user opens the screen. It will allow the user to view part and vehicle images for the currently loaded part at a glance. The dialog is the same one that has been in use on the search screen since version 1. The user may position the dialog on another monitor or in unused space. The dialog is automatically hidden if the user goes to another screen.
• Added: the screen will remember if the user wishes to show the picture dialog, and automatically show/hide it the next time the screen is opened.
• Added: The user can toggle whether the pictures dialog is visible using the new 'toggle' button at the top of the screen.
• Added: user hotkey (can be customized in configure->user hotkeys) for toggling the state of the picture dialog. The default is "Ctrl + P".
• Added: new tool tips for all header controls.
• Added: if the user adds/removes/edits any attachments on the current record, the picture dialog is refreshed.
• Fixed: an issue where image ordering might be overwritten the next time the user opened a part.
• Added: (case 3886) when the user saves a vehicle, whole unit records now correctly save changes to year, make, model, VIN, body style, etc.
• Added: the vehicle's whole unit now correctly copies the user status, similar to the vehicle status, which was already working.
• Fixed: (case 19419) the local sales/usage column in the vehicle bid/teardown area was always 0.
• Added: (case 17595) as part of saving new teardown component items, the user is warned if the tag #'s they enter match any existing items in inventory.
• Added: (case 6656) whole units now are always created as 'single quantity items'. This can be manually overridden on the parts screen, but this should be correct for all cases.
• Added: parts created on a teardown now are created as single quantity items if the quantity of the item on the teardown is 1 or less. THis should cover the default case, where most vehicle parts only exist in one place at all stores. For any parts where this is not true, they will have to be edited on the parts screen.
• Fixed: a possible infinite loop that could occur when the user attempted to add another bid when the current bid's name ended in "(1)", as it was being interpreted as -1 instead of 1.
• Added: (case 18391) columns to the bid document list:
• Created By (set automatically when bid is created)
• Closed by (set automatically during accept/reject)
• Closed date (set automatically during accept/reject)
• Assigned to (set with a new dropdown of user names)
• Fixed: an issue where vehicle bids were no longer saving a 'last modified' time.
• Fixed: sorting by the 'date' column should now work correctly, no matter the user's locale date format.
• Added: (case 18987) a store-specific "Minimum gross margin" value on the bid screen.
• Added: a maximum bid amount based on the minimum gross margin.
• Changed: moved various controls around in order to ensure that all controls are visible at minimum resolution.
• Fixed: (case 19950) part type column in the bids/teardown list is now sortable by part type name.
• Added: made sure that part types in the bid/teardown list order by part type # if they all have the same cost impact (items with high cost impact will still be at the top).

Warehouse Management

• Fixed: all options in the right click menu will no correctly show the user's current key binding.
• Changed: (case 19551) 'found' items now show an approximate cost impact in grey (similar to how vehicle items were shown in grey before). This is to represent the fact that 'found' items now sometimes come back in at the cost that they were last written down at (when possible). Since this is based on the availability of previously written down inventory, it is only an approximation, but is probably more accurate than always showing $0 like before.

Work Orders

• Fixed: all options in the right click menu will no correctly show the user's current key binding.
• Added: (case 18825) when an internal WO is saved, finalized, or voided the gl transaction now uses one of the new types "Work Order In Progress", "Work Order Finalized", and "Work Order Voided". External WOs will use the same "Work Order In Progress" and "Work Order Voided" type, but they are finalized as part of "Sales Order Finalized".
• Changed: to eliminate errors caused by the user sending part search results to screens with and without the "group by location" checkbox checked, the two types of messages have been merged into one. This change should be transparent to the user, but it hopefully eliminates cases where screens were handling these 2 cases very differently.
• Fixed: If the user sent search results from search to the current WO (without clicking the add item button first), if there were items loaded on the job, they would be replaced by the results.
• Fixed: several situations where sending multiple search results to the job on the current WO would load all items onto the same line, causing only the last one to be shown.
• Fixed: (case 19180) an issue where items deleted off of a job could still cause a "Warning: it appears that the item '' is already on the WO, would you like to continue adding it again?" popup to appear.
• Fixed: (case 2401) if the user unchecks the 'override cost' button, the cost value will now go back to the correct calculated average cost instead of $0.
• Fixed: a reversion in one of the recent versions where the context menus in the parts list stopped working.
• Fixed: an issue where clearing a WO wouldn't refresh the job list footer totals.
• Added: when doing an internal WO, the WO master part list now has an attention column similar to many other document lists.
• Added: master part attention icons for empty item and 'insufficient serials selected'.
• Added: (case 6656) master parts now have an attention icon for when a build order would exceed the maximum quantity of a single quantity item.
• Added: pop-up on save regarding single quantity items having their quantity driven above 1.
• Performance: WO save/refresh process now runs a single query to refresh GL info instead of one query per master part. This should make saving WOs with many master parts much faster.
• Performance: various things are only calculated when the user changes values in the work order master part list, instead of just when they tab around.
• Fixed: (Case 19722) potential crash when saving a WO where one or more core charges were ordered to be 'before' the item they are attached to.
• Fixed: (case 19971) an issue where loading a WO template would not correctly load up non-stocked items that were saved on that template.
• Fixed: non-stocked items added to jobs from a template now correctly get a storeid, keeping them from showing the "Empty" icon.
• Fixed: several issues where inherent or dirty cores added from a template would not have the correct lookup column.

Release 11.5

Home (17051)

• Fixed: (case 19233) an issue where the "All" work order types option was not at the top of the WO type dropdown. And if it was not, it would not search all types.

Sales Orders (17053)

• Fixed: (case 19142) an issue where performing lookups in the list control would sometimes only work every other time.

Work Orders (17053)

• Fixed: (case 19180) an issue where items deleted off of a job could still cause a "Warning: it appears that the item '' is already on the WO, would you like to continue adding it again?" popup to appear.
• Fixed: If the user sent search results from search to the current WO (without clicking the add item button first), if there were items loaded on the job, they would be replaced by the results
• Fixed: (case 19181) several situations where sending multiple search results to the job on the current WO would load all items onto the same line, causing only the last one to be shown.

Release 11.4

Database

• Fixed: (case 19032) a bug where indexes in certain functions were not being used appropriately

Reports

Sales By Invoice

• Fixed: (case 19361) a bug where the report would ignore the store ID parameter

Vehicle

Fixed: a crash that occurred when opening a vehicle with an attached bid

Release 11.3

Customer

• Fixed: a crash that occurred when printing from the customer screen

Release 11.2

eBay Extension

• Fixed: a problem where eBay would crash on export

Release 11.1

Customer

• Fixed: (case 18861) an issue where the user could type in an invalid tax item name and the value would not be cleared before saving, leading users to believe a valid value would be saved.
• Fixed: (case 18861) an issue where no tax item selected was being saved with an invalid value (now it is correctly set to NULL).

Customer List

• Fixed: an issue where searching by customer website would throw a database error.
• Fixed: (case 18945) a database error that would occur if the user was searching for customers at a specific store ("Customers For All Stores" is unchecked) and they were searching by an address field (due to the recent additions allowing the system to simultaneously search alternate addresses).

Database

• Fixed: (case 18852) PO adjustments that were created before version 11 wouldn't show up on their posting correctly anymore because of the innodb changes.

Sales Orders

• Added: (case 18001) the 'customer price' the salesman is presented with is now saved with all lineitems for historical reporting.
• Fixed: saving new lineitems will now be slightly faster, especially on very slow connections.

Search

• Fixed: (case 18899) a crash that could occur if the user deselected all vehicles and then clicked on any header to sort the list. This was a long-occuring bug that had been difficult to track down, credit to Ryan@Active for reproduction information.

Release 11.0

Approvals

• Fixed: (case 17951) an issue where hitting the delete button would always ask the user to delete all price restrictions.
• Fixed: (case 17952) an issue where part types on price restrictions were saving but not displaying correctly.

Customer

• Changed: (case 17610) the 'next/previous page' buttons on the invoice list are now under the main invoice tree. This should make it easier for users to find.
• Added: the drag bar on the invoices page no longer lets the user drag so far that it goes over other parts of the screen. Other minor UI tweaks.
• Fixed: an issue where the invoice item detail list was still showing if the user had the 'show line items' checkbox unchecked when they closed and reopened the screen.
• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clilpboard.
• Changed: customer # and balance are now right aligned.
• Added: (case 12527) payment dialog now resizes and remembers previous location.
• Changed: invoice dropdown no longer automatically pops up, making things work a little smoother.
• Changed: save and new as well as previous and next result buttons have been re-activated.
• Fixed: (case 18378) a crash that could occur if a customer was loaded that had an invalid price class markup. This would only happen if it wasn't the 'last' price class markup on the customer.

Customer List

• Added: (case 16332) searching by company name/contact/street/mailing/city/state/zip/country now searches alternate addresses as well.
• Added: (case 16332) smart search now searches alternate addresses.
• Fixed: next and previous customer functionality works again (buttons to scroll through search results on customer screen).

Common Resources

• Changed: (case 17685) if the user hits print tags from the parts screen, the choose locations/serials to print dialog will be shown if there are no locations on the part or quantity is 0. Serialized parts with serial #'s will still not show this dialog, but now an error message is shown that says why tags could not be printed.
• Added: (case 17685) if the user prints tags for one or more non-serialized parts with no locations, a blank location is now shown so that the user can pre-print tags for parts that don't have locations yet.
• Added: (case 17685) a blank tag is no longer printed if all visible locations have a print quantity of 0. Now, the user is shown an error telling them to enter some quantities.
• Added: hitting enter in the thread dialog will no longer hit cancel. This is because sometimes people would do a search and another hit of enter would cause the search to be cancelled.

Core Management

• Fixed: an issue where the store chosen in the store dropdown would not actually filter the results unless the user chose a store then switched back.

Database

• Fixed: the query that converted customerfile to InnoDB was throwing an error due to some misplaces parenthesis and commas
• Added: a column to inventorytype to control permission to make public on HTP
• Fixed: an issue where fcalculateaverage_cost was incorrectly using average item cost instead of average core cost when calculating cost for inherent core charges on vehicle items.
• Changed: (case 17057) when an invoice that contains a vehicle item is either reopened or returned, the cost of the sale will now correctly be put onto the item for the next time it is sold. Previously, this only worked if a yard didn't allow inventory cost to override percent of price costing. Now, in such a case, the returned cost will be put into the cost field on the part. This will keep a secondary sale from recalculating a new percent of price cost and adding it to the previous cost. That issue was causing the cost to increase on returned parts in some scenarios. These changes will not have an effect on yards that do not allow the inventory cost field to override % of price costing.
• Added: inventorysetting now has a unique key on the fieldname column to prevent possible duplicates.
• Fixed: an issue where documentlinelocation.location was longer than the location field in other tables.
• Fixed: (case 17477) an issue where the salesperson value saved on the invoice could sometimes be saved as an invalid number when it was supposed to be NULL (None selected). This issue was not really visible to the user.
• Added: (case 17655) several user-suggested indices to speed up loading items onto the customer cores and returned cores tab of the core management screen.
• Changed: (case 17806) fmoveinventorywithallocations now accepts negative quantities. In such circumstances items are moved from the destination to the source and any document allocations will be 'unpicked' correctly.
• Changed: (case 17806) fmovedocument_allocations now marks serials received on POs and TOs as not picked if the user picks a negative quantity of an item.
• Removed: deprecated view v_salesorderitem. This view was added for some reports, but it is very slow, and we don't use it anymore.
• Changed: (case 17591) all tables that had a multi-field primary key with an auto-increment column have been modified to no longer work that way. This is because that type of key is not supported by InnoDB, and all these tables have been moved to innodb. Some tables had their key replaced, some got a new key, and some that got a new key had other tables updated to point to the correct 'new id'.
• Changed: (case 16468) almost all tables in the database have been moved to the InnoDB storage engine. This should reduce the locking experienced by users under full load and lower the likelihood of data corruption if the server crashes.
• Fixed: issues where the old primary key columns were set to NOT NULL, preventing new items being inserted.
• Added: (Case 1759) workordertypeid to activitytype. This will be used to determine which activity types represent which work orders.
• Added: (Case 1759) a column to tell Enterprise Mobile that certain activities should not be shown to users.
• Added: (Case 1759) a unique index that will insure only one activity type is created per work order type
• Fixed: (case 16886) when the user performs right-click graphing and numeric values being graphed are empty, they are no longer graphed as 0. Now, such values are not present in the graph.
• Added: (case 16928) a new permission that controls whether the user can edit dates on SOs.
• Added: Purchase Order - Stock Category filter and field to the Transaction List.
• Added: (case 15780) in version 10, the dismantled checkbox and the dismantled date were combined in the interface. At the time, we didn't update the 2 fields to match. Now if one field is filled out, the other will get set.
• Changed: (case 18062) default user status in the part and vehicle tables is now blank instead of A. This shouldn't affect any current systems, but could change the default status of new parts on any future imports or uploads.
• Added: (case 18558) The FIFO subsystem has now been added to the standard Enterprise release. This subsystem has been an optional add-on until now.

Deliveries

• Fixed: an issue where all results would be displayed, even if the user told the screen to only load the first 500 items when the size of the results exceeded the warning level.

Ebay Extension

• Fixed: (Case 16237) Sending multiple listings to auction no longer fails due to shipping options.
• Fixed: (Case 16144) Enabled support for sandbox testing.
• Fixed: (Case 16144) Multiselect listing now correctly lists the items selected.
• Fixed: (Case 17525) New listings cancelled through itrack will now show as closed instead of active.
• Fixed: (Case 17525) Cancelling auctions now updates the display immediately so that it is more apparent that the auction has actually been cancelled.
• Fixed: (Case 17631) Weights and measures are now initialized correctly, so that items may be listed with shipping options safely. This is a stopgap fix pending additional UI changes.
• Fixed: (Case 16410) The user should now see much cleaner information when errors occur. There is now also an eBay error type.
• Added: (Case 17725) Items submitted with an SKU in the customlabel field to ebay externally from itrack can now be invoiced out of itrack matching on the tagnum field.
• Added: (Case 17792) The auctions page now has a transactions column for sorting to find invoiceable listings.
• Fixed: (Case 17791) Items which have already been invoiced out can no longer be invoiced out a second time.
• Fixed: (Case 17849) Global and Part Specific defaults should now all correctly apply once more.
• Fixed: Query fixes for recent schema changes have also been added.
• Fixed: Defaults now load even if the config page has not been visited.
• Fixed: (Case 17849) Two new pullfields added to handle part model and manufacturer. The old pullfields now correctly pull assembly model and manufacturer.
• Fixed: I have also centralized the ebaycategorymap table as it is in pro.
• Fixed: Corrected an issue with listing items on ebay
• Fixed: Issues with weights and measures have been corrected.

Home

• Fixed: (case 17783) home screen footers were not resizing correctly when a pagination control was at the bottom of the page.

Interchange

• Changed: the way cross references work has been updated to match the newer database version (moved to InnoDB).

ITrack Online

• Added: better error checking to the code that opens a URL. Now, if the URL is too long, an error message will be displayed to that effect.

ITSQL Framework

• Added: Error reports now have a "Force advanced information" option. If this is set to true, when the error message is displayed, the 'advanced info' checkbox is automatically checked (and hidden). This is useful when code wishes to use the error reporting box as a normal error popup but we can't gaurantee that everyone views advanced info.
• Fixed: an issue where very long words (like a URL) were not properly resizing the height of the message body in the error message popup.

ITMySQL Connection

• Updated: local connection library version updated to version 6.1.5

Master

• Added: (case 13008) when the application cannot reach the local database during an update attempt, the original MySQL error is now sent out as part of the error report, instead of the current, generic Database error 0 that we currently get.
• Changed: (case 17194) we disabled some of the COM timeouts in the application, as this seems to make exporting reports from the crystal reports previewer not show erroneous 'server busy' messages.

Part Configuration

• Fixed: (case 17465) manufacturer/model page: an issue where choosing a part type was loading an empty manufacturer dropdown.
• Fixed: a potential situation where all manufacturers would be loaded into the manufacturer dropdown if no part type was chosen.
• Fixed: an issue where adding a new manufacturer with a duplicate name wouldn't show the user-friendly error message.
• Fixed: (case 17465) an issue where the user was unable to add a new model to a manufacturer that had no models for the current part type.
• Added: the manufacturer dropdown now shows the number of models under that manufacturer/part type combination.
• Added: auto-complete support to the part type and manufacturer dropdowns on the inventory models tab.
• Fixed: an issue where the user could not change the case of a make on the vehicle makes/models page (they would receive a 'duplicate make detected' popup).
• Changed: (case 17591) cross references entry tab has been updated to properly handle changes for the new database version (moved to InnoDB).
• Fixed: minor layout issues on the cross references tab.
• Fixed: (case 18443) a crash that could occur if the user renamed a manufacturer that had at least one model for the current part type.

Parts

• Added: (case 17627) the "Enforce Location Hierarchy" setting now correctly uses the inventory store instead of the store the user is logged into.
• Fixed: an issue where updating a location name and saving would not save the updated location name.
• Fixed: (case 15515) an issue where deleting a location on a part no longer correctly removed corresponding allocations on open documents. Now, only documents that are reducing quantity will have their allocations removed (meaning POs, SO returns, and TO destinations will still remember what location they are planning on adding quantity to).
• Added: (case 15515) if a location on a part is changed/moved, any open allocations on documents are updated to point to the new location (both allocations that reduce and increase quantity).
• Fixed: (case 17690) an issue where checking the 'link manufacturer and model' would set the correct model, but if the model was not on the first page of models, the selection would not be saved.
• Fixed: (case 17696) an issue where the parts screen detected a change collision on imported parts if their last modified date was '0000-00-00'.
• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clilpboard.
• Fixed: an issue where changing collection type and saving was not actually updating the collection type.
• Changed: (case 17544) when the user loads pricing from the vendor catalog or from the vendor's price class multipliers, if the user has already filled out pricing on the part, those values will not be overwritten by any $0 values.
• Added: if the user loads pricing information based on price class markups, distributor price levels will now correctly get set like the others.
• Fixed: (case 18353) when the user clones a part with attachments, saving the attachments no longer throws an error.

Purchase Orders

• Fixed: (case 17401) an issue where transfering core items could transfer items at average core cost instead of average item cost.
• Added: (case 17627) the "Enforce Location Hierarchy" setting now correctly uses the inventory store instead of the store the user is logged into.
• Fixed: an issue where a received serial on a return PO couldn't be removed.
• Added: if a received serial cannot be removed, an error message will be shown to say why.
• Fixed: if serials on a return PO get removed, they now correctly get set to Status Available instead of Status In Transit.
• Changed: (case 17591) postings now have an id (which count up globally) and a posting number, which count up per PO #. All the posting lookups and displays have been changed to show the posting # (1, 2, 3) so as to most closely match how things worked before this Update.
• Added: for backwards compatibility, postings can be looked up by id or by posting number.
• Fixed: the current posting is now selected when the user opens the choose posting dialog.
• Added: minor performance improvement to deleting adjustments.
• Changed: (case 17777) there was a warning that the user was going to receive a quantity greater than 1 into a whole unit, but was only triggered if accounting was turned on. There is a new blocking error if the user is going to increase vehicle quantity above 1. There is also a new attention icon in the PO list for these situations.

Reports

Aging

• Added: An updated, more efficient version with more filter options.

Billing

• Fixed: the OIA mode of the Billing report + additional improvements. Adds a third mode which is a hybrid of the two existing. "Both"
• Fixed: a bug in the OIA and Both modes of the report that would sometimes show extra open items. (When payment storeid did not match paymentline storeid - which can happen)
• Added: a setting to hide terms (bottom left of Billing report). By default, they will show.

Inventory Adjustment Log

• Fixed: joining for global inventory adjustments (that can affect inventory at multiple stores), and updated grouping to reflect inventory store, not adjustment store.
• Added: count summaries.

Labor Summary By Employee

• Change: column headers

Purchase Order Posting Report

• Updating PO reports that reference purchaseorderhistoryid to use posting number instead (for version 11).

Received Items

• Updating PO reports that reference purchaseorderhistoryid to use posting number instead (for version 11).

Received Items By Source

• Updating PO reports that reference purchaseorderhistoryid to use posting number instead (for version 11).

Sales By Invoice

• Combined the SalesByInvoice report with the extended versions. New "mode" parameter lets you select detail level.

Sales Order 11in

• Added: Customer Tax Exemption ID, if present. This can be suppressed with a store level setting.
• Changed: the default for creating a new "hide company name" setting to show by default. Will not change the default for people who already have the setting.

Tag

• Added: the TagLogo functionality to the standard Tag report.

Teardown

• Added: Pageheader updates and some minor improvements from previous cases, query comment headers, etc…
• Added: vehicle Stock # to the footer of every page on Teardown.rpt.

Top Part Type Age Trending

• Added: more grouping options, made the black "all" group in the bottom 2 graphs more universal.
• Improved report description.

Unmoved Inventory

• Added: a part type parameter.

Vehicle Value Analysis

• Added: summary totals.
• Added: an age column.

Work Order Internal

• Added: store-level settings to suppress master part and customer unit options and values, both default to show.

Work Orders

• Added: a summary section and color-coded 'date promised'. Sections can be optionally shown or hidden using the new parameter.

Sales Orders

• Fixed: (case 17575) an issue where returning a core from the core management screen might throw a database error.
• Fixed: (case 17589) a possible query issue that could appear when distributing a vehicle's remaining cost across remaining inventory.
• Added: a setting to fadjustinventory that allows a yard to disable the code that statically allocates CoGS onto returned vehicle parts. This is useful at yards that want to use pure percent of price costing all the time. It is suggested that yards not change this setting as it keeps vehicles that have been written down from having their cost become unbalanced.
• Added: (case 17627) the "Enforce Location Hierarchy" setting now correctly uses the inventory store instead of the store the user is logged into.
• Added: (case 17800) now, if the user attempts to save an adjustment without an adjustment type, an error will appear. This prevents issues where the user would enter an amount on an empty adjustment line, which would show in the subtotal, but not be saved.
• Added: (case 17766) loading a template onto a SO now loads all component items with the quantities filled out on the collection.
• Changed: a small performance improvement made to looking up payment information made possible by recent database changes (globally unique primary key).
• Added: smart search now searches customers by alternate address info as well.
• Fixed: (case 17593) the sales orders screen will no longer show the 'item is part of a collection doubleclick to break down assembly' attention icon if the parent assembly has a quantity of 0.
• Added: (case 17778) the part info tab on the left side of the SO screen now shows 'core status' of the selected line. For inherent cores, it shows the status of whether the core has been credited back or not (or discarded). For dirty core returns, it shows whether the core was discarded, inventoried (as well as to what SKU), or if its still in process.

Search

• Fixed: (case 17646) a crash that would occur if the user doubleclicked the camera icon to view images on some parts.
• Fixed: an issue where the picture preview dialog that would appear after clicking camera icons would always show part SKU instead of tag # where appropriate.
• Fixed: an issue where cancelling a very quick search (often done accidentally by hitting enter a second time) would cause an error to be thrown when the search was being logged. This is due to a MySQL error that has been reported (https://bugs.mysql.com/bug.php?id=79838). However, a second error was happening due to the outcome of the first query, and that has been fixed.
• Added: 'wait' cursor while appraisals are being generated. Other minor UI changes to appraisal configuration.

Vehicles

• Changed: after reviewing vehicles with cost discrepancies, it was noticed that parts with a status of S or C still allocate vehicle costs, but don't show on the available inventory area of the performance tab. Now, everything other that status D shows up, making it easier for users to review manual cost allocations.
• Fixed: (case 17385) an issue where making updates to attachments and saving could lead to database errors or possibly vehicle images not saving.
• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clilpboard.
• Removed: (case 17986) parts on teardowns were inheriting the vehicle's category. Since vehicle category lists don't necessarily match part category lists, this was causing issues where parts were saved with invalid vehicle categories.

Vendor

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clilpboard.
• Changed: save and new as well as preview and next result buttons have been re-activated.
• Changed: buttons at the top of the screen have been standardized to be more like the customer screen.
• Changed: standardized all the "do you want to save" prompts to match the customer screen as well as other screens.
• Added: gridlines to the vendor catalog page.
• Added: price class and purchase class dropdowns now have auto-complete.
• Added: the price class area has been made easier to understand (labels reworded, etc). Also, since one of 2 sets of multipliers are active at a time, the currently active multipliers are now bolded.
• Added: (case 12538) there are now 2 'recalculate inventory prices' buttons. One that recalculates prices for all inventory associated with that purchase vendor, and another that affects everything associated with the current price class. These allow the user to refresh the inventory prices based on the current price class (useful for when the price class gets modified or a different price class is chosen).

Vendor List

• Fixed: next and previous customer functionality works again (buttons to scroll through search results on vendor screen).

Warehouse Management

• Fixed: (case 17741) an issue where the count sheet would be blank when printed from the warehouse management screen. This was due to a bad part type argument.

Work Clock

• Fixed:(case 18537) a bug where complaint, cause, correction or internal notes with new lines could break the entire page.
• Changed:(case 18481) Changed the job list page so you can clock in or out of jobs without going to the job detail page.
• Changed:(case 18415) Previously, only users flagged as workers could log into work clock. Now, everyone can. Only users flagged as workers can see the job list page. Workers now automatically go to the job list page after logging in.
• Added:(case 1759) Clocking out of a job now also clocks you out of the associated activity.
• Added:(case 1759) support for clocking out of activities and having it automatically clock out of sub jobs
• Changed: The job name and description are now headers directly below the main title. Previously they were below the complaint, cause and correction fields which are quite large.
• Added: (case 18116) Work Clock should now redirect the user back to the main store selection page if the php session expires.

Work Orders

• Added: (case 17627) the "Enforce Location Hierarchy" setting now correctly uses the inventory store instead of the store the user is logged into.
• Fixed: a possible bug that could be caused by building a job from a template that had parts on it. Each job part's behind the scenes ID was being assigned from the template, which could cause collisions once a template was used more than once.
• Fixed: an issue where doing a serialized assembly breakdown where the assembly was not destroyed would cause the serial # to be marked as 'Consumed' even though it was not consumed.
• Fixed: an issue where the locations of an item would not be handled correctly if the user did an assembly breakdown where the assembly was not consumed.
• Fixed: an issue where serialized assembly breakdowns that did not consume the assembly were not correctly adding the assembly to the job, causing no cost to be distributed and the locations to get messed up.
• Added: a temporary popup to warn the user when they do an assembly breakdown and the part is not consumed that the location of the part may change to the default Work order production location.
• Added: non-stocked items now show N/A in the availability.
• Added: the taxable checkbox now defaults to checked for empty lines.
• Added: price/quantity now defaults to $0.00/1 for empty lines.
• Fixed: (case 17544) if the user enters a pure misc item (description only), the quantity/price/etc will not be lost when the user enters a description.
• Fixed: (case 18184) deleting an item with an inherent core charge would ask the user to delete more than once.
• Fixed: (case 18184) an issue where replacing an item on a WO would ask the user if they wanted to delete the previous item.
• Fixed: an issue where replacing an item with a new item that had an inherent core charge wouldn't load the core charge correctly if it wasn't the last line on the job.

General/Controls

• Fixed: (case 17707) a crash that would be caused when hitting the up arrow in an advanced combo box when nothing was selected.
• Fixed: an issue where paging combo boxes weren't correctly 'going to a page' during setting initial text.
• Fixed: (case 17672) an issue where deleting all items from a list could leave dead whitespace in the list when new items are loaded back in.
• Fixed: an issue where a variable was not initialized, leading to somewhat random behavior on ITDateTimeCtrl's where their style was set to date and time.
• Fixed: an issue where ITDateTimeSetting::Reset was working inconsistently and could create an COleDateTime that was invalid. This lead to inconsistent behavior in some date/time pickers.

Release 10.5

Appraisals (17051)

• Changed: (case 19419) by user request, the 'current quantity on hand' retrieved as part of sales appraisals will now limit the matched results to just items that match the category of the current item (if it is filled out). Otherwise, all categories are considered.

Home (17052)

• Fixed: (case 19233) an issue where the "All" work order types option was not at the top of the WO type dropdown. And if it was not, it would not search all types.

Sales Orders (17054)

• Fixed: (case 19142) an issue where performing lookups in the list control would sometimes only work every other time.

Vehicles (17051)

• Fixed: (case 19419) the local sales/usage column in the vehicle bid/teardown area was always 0.
• Fixed: (case 19346) a crash happening when the user used the up arrow in the dropdowns on teardown.

Work Orders (17054)

• Added: non-stocked items now show N/A in the availability.
• Added: the taxable checkbox now defaults to checked for empty lines.
• Added: price/quantity now defaults to $0.00/1 for empty lines.
• Fixed: (case 17544) if the user enters a pure misc item (description only), the quantity/price/etc will not be lost when the user enters a description.
• Fixed: (case 18184) deleting an item with an inherent core charge would ask the user to delete more than once.
• Fixed: (case 18184) an issue where replacing an item on a WO would ask the user if they wanted to delete the previous item.
• Fixed: an issue where replacing an item with a new item that had an inherent core charge wouldn't load the core charge correctly if it wasn't the last line on the job.
• Fixed: If the user sent search results from search to the current WO (without clicking the add item button first), if there were items loaded on the job, they would be replaced by the results.
• Fixed: (case 19181) several situations where sending multiple search results to the job on the current WO would load all items onto the same line, causing only the last one to be shown.
• Fixed: (case 19180) an issue where items deleted off of a job could still cause a "Warning: it appears that the item '' is already on the WO, would you like to continue adding it again?" popup to appear.

Release 10.4

Approvals

• Fixed: (case 18952) an issue where the stock category was not correctly being displayed when price rules were being loaded. The value of All would save but display as Standard on the next load.
• Fixed: an issue where changing the document type of a price rule was not being saved.
• Fixed: another issue that was causing part types from being saved on price rules.
• Performance: improved the speed of the auto-complete fields on the screen.

Customer

• Fixed: (case 18861) an issue where the user could type in an invalid tax item name and the value would not be cleared before saving, leading users to believe a valid value would be saved.
• Fixed: (case 18861) an issue where no tax item selected was being saved with an invalid value (now it is correctly set to NULL).

Sales Orders

• Added: (case 18001) the 'customer price' the salesman is presented with is now saved with all lineitems for historical reporting.
• Fixed: saving new lineitems will now be slightly faster, especially on very slow connections.

Search

• Fixed: (case 18899) a crash that could occur if the user deselected all vehicles and then clicked on any header to sort the list. This was a long-occuring bug that had been difficult to track down.

Release 10.3

Common Resources

• Changed: (case 17685) if the user hits print tags from the parts screen, the choose locations/serials to print dialog will be shown if there are no locations on the part or quantity is 0. Serialized parts with serial #'s will still not show this dialog, but now an error message is shown that says why tags could not be printed.
• Added: (case 17685) if the user prints tags for one or more non-serialized parts with no locations, a blank location is now shown so that the user can pre-print tags for parts that don't have locations yet.
• Added: (case 17685) a blank tag is no longer printed if all visible locations have a print quantity of 0. Now, the user is shown an error telling them to enter some quantities.

Work Orders

• Fixed: (case 18141) an issue where doing a serialized assembly breakdown where the assembly was not destroyed would cause the serial # to be marked as 'Consumed' even though it was not consumed.
• Fixed: (case 18149) an issue where the locations of an item would not be handled correctly if the user did an assembly breakdown where the assembly was not consumed.
• Fixed: (case 18141) an issue where serialized assembly breakdowns that did not consume the assembly were not correctly adding the assembly to the job, causing no cost to be distributed and the locations to get messed up.
• Added: a temporary popup to warn the user when they do an assembly breakdown and the part is not consumed that the location of the part may change to the default Work order production location.

Release 10.2

Approvals

• Fixed: (case 17951) an issue where hitting the delete button would always ask the user to delete all price restrictions.
• Fixed: (case 17952) an issue where part types on price restrictions were saving but not displaying correctly.

eBay

• Fixed: eBay Shipping options have been corrected so that listings with shipping options work correctly.

Manage Warehouse

• Fixed: (case 17741) an issue where the count sheet would be blank when printed from the warehouse management screen. This was due to a bad part type argument.

Parts

• Changed: (case 17091) choosing an interchange record will now only set a side on the part if the existing part location is blank or "N/A"
• Fixed: a rare crash that would occur if the user hit the up arrow in the manufacturer/model dropdown if nothing was selected.

Release 10.1

Customer

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Parts

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Reports

Billing

• Fixed: Billing Statements sending datetimes instead of dates from the customer screen. The billing statements should no longer care about time of day.

Payment Receipt

• Added: conditional suppression, tidied the report, and added a new optional payment memo via a store level setting.

Sales By State

• Added: handling for non-US countries/states to Sales by State report.
• Fixed: grouping.

Weekly Sales Insights

• Fixed: customer and parts subreports - they were not filtering by store even when a store was specified.

Work Orders

• Fixed: a bad join in the workorders report.

Vehicles

• Fixed: (case 17385) an issue where making updates to attachments and saving could lead to database errors or possibly vehicle images not saving.
• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Vendor

• Fixed: (case 17816) if the user doesn't have permission to edit attachments, they'll now correctly still be able to copy the image to the clipboard.

Release 10.0

Highlights

• Vehicle bids/teardowns improved, and many bugs and crashes eliminated.
• SO screen load, save, and refresh significantly sped up. Opening and saving a large SO (hundreds of items) can now take as much as 70% less time.
• Entirely new price control system on sales orders. See the new tabs on the Approvals screen to define new rules to control how salesmen can price items.
• Interchange screen completely rewritten. Significantly faster and easier to use. Interchange records can now be added and edited on this screen easily and quickly. Also, you can now view notes, attachments, and inventory summary information. The user can easily 'drill down' to see what applications are present on an interchange # as well as seeing all models a particular # applies to.
• The interchange pop-up on parts and search has been replaced. The new one allows the user to see interchange applications, notes, and attachments. All this information should make identifying interchange application much easier.
• Database performance improvements in several slow areas.
• Support for ZIP+4 on all address interfaces.
• More attachment types supported.
• Ebay screen significantly faster to update and is even more user friendly. More improvements coming soon.
• Several behind-the-scenes changes to the report viewer to make crashes much less common when previewing reports as well as adding several features to make reports easier to run.
• Support for scheduled reports is now here. Print, email, or save reports on any schedule you want. Contact ISoft for more information on enabling this feature at your yard.
• Tag printing from all areas has been reworked. The user can now customize how many tags print for each item and the pop-up is significantly easier to use.
• Better windows 10 support.
• Support for finding serials during a count that have been sold or written down.
• Standardization between part type, customer, vendor, and part messages. They can now all be marked as important, support multiline, and other minor changes.
• Hundreds of minor fixes and improvements across the entire application.

Tools

• List controls are now faster to load items. This can have a significant effect on large lists.
• Fixed: an issue where combo boxes were not scrolling correctly in windows 10 with the 'scroll inactive windows' windows setting on (which is on by default).
• Fixed: an issue where clicking on the scrollbar of a combo box could affect how the mouse worked, such that the user could move the application without moving the dropdown window.
• Added: support for mouse scrolling in combo boxes for any mouse wheel with customized sensitivity.

Appraisals

• Fixed: (case 15937) an issue where the sales appraisals and the HTP appraisals might cause a database error if they both attempted to connect to the database at the same time. This may have resulted in crashes if the timing was just right.

Approvals

• Changed: (case 17109) the credit approvals screen has been renamed to Approvals since it will soon allow other types of approvals.
• Changed: (case 17109) the credit approval system has been moved to a tab on the approvals screen.
• Fixed: lots of little issues with the resizable area of the credit approvals area.
• Added: new pages to the approvals screen for adding/editing price restrictions, as well as one for approving documents in which price restrictions were violated.
• Added: permissions that control the visibility of each of the 3 pages on the approvals screen.
• Changed: the refresh button on the credit approvals tab has been moved to match the new price approvals tab.
• Added: the price approvals page now has a list that shows all sales order lines that need to be approved. The user can review information about why the items in question need approval, including information about the part and what salesman created the document.
• Added: the user can now mass-approve price violations. This will automatically allow the salesperson to finalize the document.
• Added: the user can now mass-reject price violations. This will keep the salesperson from finalizing the document, and they will be made aware that the request has been denied.
• Added: support for searching through historical price approval requests that were approved or denied.
• Added: a shared 'price violation/approval information' dialog that will be shared between any documents that have price violations. This dialog shows the current approval status of the item, as well as detailed information on why the approval is required. In addition, the user can choose the reason why the price has deviated (from a fixed list), as well as filling out a more detailed explanation (optional).
• Fixed: the user can no longer approve/reject price violations on closed/voided documents.
• Added: there is now a checkbox that allows the user to control whether they see price approvals/rejections for closed/voided documents. These finalized items are shown with a different background color.
• Added: document type column to pricing approval screen, so the user can tell the difference between quotes and invoices at a glance.
• Added: the price control page can now be used to add/edit/view price rules that apply to documents at the current store. The user can view rules that apply to their store directly as well as global rules.
• Added: on the price control page, the user can now define a comma separated list of allowed price violation 'reasons' that can be chosen from on the document screens.
• Added: the price control page now locks down global rules if the user only has store-level permission for editing rules.
• Added: a Configure Document Exemptions button, which opens the configure sales order document types dialog and is permissioned by the corresponding Configuration permission.
• Added: the price approval screen now filters approvable documents down to the items with the same inventory store that the user is logged into.
• Added: the user can now see the reason and explanation of the price approval request in the approvals list.
• Fixed: minor issue with the order of document lines in the list.
• Added: when the user goes to reject one or more approval requests, they are now presented with a popup that asks for an (optional) reason and explanation, which is visible to the salesman. The popup allows the user to apply one reason to all item(s) being rejected, for fast mass-rejections.

Common Resources

• Changed: the attachment dialog has been modified to facilitate more types of attachments.
• The following changes have been made to the shared print tags dialog:
• Fixed: if the dialog or lists are resized, that will be remembered.
• Added: tag # column to the lists of items to print tags for.
• Added: quantity to print column to the location list (the serial # list still always prints 1 per serial)
• Changed: Sold, Returned, Transferred, and Consumed serial #'s no longer show up to be printed.
• Changed: the "print one per quantity" checkbox has been removed and there are now buttons that will automatically set all item's quantity to print either to 1 or to the current quantity on hand at that location.
• Changed: the location list no longer shows locations for serialized parts, and if there are no entries in the location list, it is hidden. This simplifies the process for printing serialized tags.
• Added: (case 7429) the argument passed to the tag report has changed so that each item can have an individual quantity to print.
• Fixed: a possible crash when launching a tree report dialog.

Core Management

• Added: integration to new tag printing format.

Credit Approval

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.

Crystal Reports Extension

• Fixed: an issue where date parameters with no default value might cause an error when previewing or printing.

Customer

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Added: both addresses and alternate addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Fixed: an issue with overactive change detection in an unreleased change.

Database

• Added: (case 15807) an index to the scansession table that should make looking up sessions when logging into the scanner faster.
• Added: (case 15807) an index to the inventoryserial table that should make looking up serials on the salesorders screen a bit faster.
• Removed: vehiclemodel.teardownid, which is no longer used.
• Added: a primary key to the vehicle model table.
• Removed: some databases still had the teardown and teardowninventorytype tables, which are unused.
• Removed: several unnecessary indices on the interchange table.
• Added: a new index on the interchange table that should make loading/sorting search results faster on the interchange screen.
• Changed: recurring invoices must now be open and can be cloned on the day they expire
• Fixed: (case 16107) a problem where generated recurring invoices were not being updated with the correct date.
• Fixed: (case 15819) an issue where transferring vehicles between stores was not updating the store or location on the vehicle record.
• Fixed: (case 15908) an issue where, if max % of price was filled out, an item's cost could drop below inventory.averagecost (only matters if statically allocated average costs is turned on).
• Removed: an old setting that is no longer used.
• Performance: (case 16372) the sales appraisal process is now much faster and has been rewritten to no longer use a temporary table.
• Added: sales appraisals now weight the fitness of a result based on how old it is, in addition to the other fitness metrics.
• Changed: sales appraisals now weight the fitness of sales with mismatched model/category with a value that is retrieved from settings, allowing more customization of sales appraisals.
• Added: sales appraisals now use a setting to control how many days into the past we will consider old sales. The default is 2 years.
• Performance: added an index to the model table which makes active model lookups by name faster in situations where a manufacturer is not specified (common on the interchange screen).
• Changed: as part of the interchange rewrite, all interchange notes have been combined into single, multiline entries.
• Fixed: a possible issue where inserting the first inventory record in the system could cause an error.
• Added: a "Vehicle Part" field to the transactionlist, which displays whether or not the part is attached to a vehicle record.
• Changed: the interchange table is now innodb so that we can roll back an entire transaction if there is any failure.
• Added: new interchange attachment table (interchangefile). This table is incompatible with the old interchange attachment system (interchangeattachment). If the user has any valuable data in there, they should contact ISoft for manual conversion.
• Changed: all 4 of the existing attachment tables (interchangefile, vehiclefile, customerfile, vendorfile) now have a single auto_increment primary key and have been switched to InnoDB.
• Added: 2 new permissions for the interchange screen. One allows opening the screen, the other controls adding/editing/deleting interchange records, notes, and attachments.
• Added: various filters and display fields to the Transaction List
• Fixed: add a query to make sure no one has inventory items where vehicle ID is 0
• Added: a column to the adjustmenttype table to determine if certain adjustment types should be included in "Gross Sales" on reports
• Added: zipcode.displaycode, which is a string, so it allows padding short zip codes with 0's, where appropriate.
• Removed: an unused function related to SAV transport.
• Fixed: (case 16739) a foreign key constraint on the report queue parameter table wasn't created correctly.
• Fixed: (case 16804) a rare issue where an inventory record could be replaced (instead of duplicated) when freplicateinventory was called. Now, any unexpected contingencies like this will instead return either 'Duplicate' or 'Error' instead of replacing the inventory record.
• Fixed: (case 16689) an issue where the vendor catalog inventory prices import would not work on any database using InnoDB version of inventory.
• Removed: (case 16956) a setting with a blank location
• Fixed: a bunch of misspelled setting names.
• Changed: (case 17055) serials at location variance should now correctly come out of the adjustment log when they get written down.
• Removed: serials of status Work In Progress no longer count as on hand.
• Added: (case 17081) all previous count operations now have their 'location' set correctly retroactively.
• Fixed: (case 16138) if a serial that is not on hand is moved, inventorylocations will no longer be updated.
• Added: some new permissions for the Approvals screen.
• Added: (case 17109) new tables for tracking price restrictions.
• Added: (case 17110) new tables and fields for SOs to track price approval status.
• Added: (case 11565) there are now tables for scheduling reports to be run and either saved into a directory, emailed to a recipient, or printed out of a network printer.
• Changed: the price level field on the pricerestriction table no longer has core price levels. Instead, there is a 'core' column which dictates whether the price level applies to a core charge or not.
• Added: unique index to price approvals so that there can only be one approval/denial per document line and price combination.
• Added: since the salesorderline table now has more transactionalized price levels than it did before, these values have been retroactively set for all historical document lines. This may not be 100% accurate, but it should be better than having 0 for all those prices.
• Added: function fcalculateprice_acceptability. This function takes necessary information about a salesorder/workorder line and returns whether it is in violation or not. In addition, it will return information regarding whether there are any approvals or rejections that match.
• Added: function fcalculatepriceacceptabilityreason. This function returns human readable reasoning for why a particular price is in violation of the price control rules. It can optionally include 'warnings' in addition to violations.
• Added: function fadjustprice_approval. This function is called when the the price approvals system is going to update a line to be approved or denied.
• Fixed: (case 17477) an issue where the salesperson value saved on the invoice could sometimes be saved as an invalid number when it was supposed to be NULL (None selected). This issue was not really visible to the user.
• Added: (case 17655) several user-suggested indices to speed up loading items onto the customer cores and returned cores tab of the core management screen.
• Fixed: an issue where documentlinelocation.location was longer than the location field in other tables.
• Added: inventorysetting now has a unique key on the fieldname column to prevent possible duplicates.
• Added: a setting to fadjustinventory that allows a yard to disable the code that statically allocates CoGS onto returned vehicle parts. This is useful at yards that want to use pure percent of price costing all the time. It is suggested that yards not change this setting as it keeps vehicles that have been written down from having their cost become unbalanced.
• Fixed: an issue where fcalculateaverage_cost was incorrectly using average item cost instead of average core cost when calculating cost for inherent core charges on vehicle items.
• Changed: (case 17057) when an invoice that contains a vehicle item is either reopened or returned, the cost of the sale will now correctly be put onto the item for the next time it is sold. Previously, this only worked if a yard didn't allow inventory cost to override percent of price costing. Now, in such a case, the returned cost will be put into the cost field on the part. This will keep a secondary sale from recalculating a new percent of price cost and adding it to the previous cost. That issue was causing the cost to increase on returned parts in some scenarios. These changes will not have an effect on yards that do not allow the inventory cost field to override % of price costing.

Ebay Extension

• Fixed: (Case 15770) ITrack no longer attempts to insert duplicate ebaytemplate lines.
• Fixed: Default Template edit window now has fewer options, since they were moved to global config tab
• Added: (Case 14747) Shipping Service Options now work in global config!
• Fixed: (Case 15902)Company name is now listed if the customer name is blank
• Added: (Case 15639) Combo boxes now automcomplete and are searchable in the listing edit dialog, as well as global defaults
• Fixed: Default Listing Duration now correctly populates with default value if no user default value yet saved to the database.
• Fixed: (Case 15882) Shipping dimensions now correctly populate in the Edit Dialog when pulled from global config. This was only a display issue.
• Added: (Case 16007) Disabled editing of shipping dimensions in the edit dialog, since we don't want people having to change things every time.
• Added: (Case 16004) Disabled the shipping cost field when free shipping checkboxes are enabled.
• Fixed: (Case 16005) Shipping Service Options were not actually being deleted. They are now.
• Fixed: (Case 16006) Listing Duration has been expanded to be the same size as other dropdowns in the Global Config screen. Good Til' Cancelled was being cut off.
• Added: (Case 16009) Added Listing Duration methods, more to come.
• Fixed: a bug where the chosen date would be omitted from the results rather than included.
• Fixed: (Case 16037) Expanded the edit dialog to show the entirety of all dropdown values by default.
• Fixed: a bug where certain auctions may would not appear when limiting the auction list by date.
• Fixed: (Case 16102) Returns accepted and Listing Duration now pulled correctly from global config. This was only a display issue.
• Fixed: (Case 16116) Spacing improved, duplicate call removed
• Fixed: (16132) Weights and measures now pull to their correct fields.
• Added: (Case 14758) eBay listings can now be cancelled through itrack with a dialog to select cancellation reason.
• Fixed: eBay now updates based on date filters! (ebay requires we check at most 120 days total).
• Fixed: eBay updates are dramatically faster per listing.
• Fixed: (Case 16237) Enabled Motorcycle category mapping
• Fixed: (Case 16237) Enabled CategoryMappingAllowed from ebay to update the old category id to the current category id.

Home

• Added: (case 16871) estimate work orders can now be shown or hidden on the work order list.
• Added: the show closed and show estimate checkboxes now remember their last setting.

Interchange

• Added: the screen now gives more space to certain areas of the UI.
• Moved: the exact and inexact notes now have their own top-level edit fields that the user can view the notes more easily in.
• Added: the part type dropdown is now a typeable combo, allowing the user to quickly lookup part types by name with auto-complete support.
• Added: the manufacturer dropdown now properly loads all manufacturers that match the current part type as well as all vehicle models.
• Added: the model dropdown now has both part and vehicle models in it.
• Added: if the user chooses a model directly, the corresponding make/manufacturer will be selected.
• Fixed: issue where makes/vehicle models weren't displaying correctly. Also fixed an issue where part models wouldn't populate correctly based on just part type (all manufacturers).
• Added: the interchange search now works.
• Added: wildcard support for make/model/interchange #/sub interchange #.
• Added: fixed sorting to the results
• Added: pagination to the interchange search results. The number of items to show per page defaults to 200, but can be set per user.
• Added: distinct rows now load into the interchange group list for every inventory type #/interchange #/sub interchange # combination that matches the application rows.
• Added: selecting an item now highlights the corresponding items in the opposite list.
• Added: some more columns of information to the lists below.
• Added: support for popping up an interchange choice dialog.
• Added: interchange group search support.
• Changed: the interchange group and interchange application lists have been merged. I think this will make the screen more user friendly. Most of the screen has been rearranged based on this.
• Added: the application list now groups all similar entries into a single interchange group on the screen. The group is sorted together and shares a background color. Selecting one item in a group highlights all other items in that group.
• Added: "New group" and "new application" buttons below the interchange list.
• Fixed: several issues where the manufacturer/make and model dropdowns didn't have the right items in them.
• Added: if the user doubleclicks an interchange record when they are in application mode, the screen will 'drill down' and search for all applications that share that interchange number. If the user doubleclicks a record when they are in interchange # mode, the screen will 'drill down' and search for all applications with the same part type/make or manufacturer/model.
• Added: the screen now has a save button, change detection, and proper saving.
• Added: if the user changes anything that affects an entire group of interchange records, that change is automatically applied to all other records in the group whether they are currently visible or not.
• Added: attention icons for unsaved records as well as ones who are missing required fields.
• Added: the add group/add item buttons should now correctly add new items that will get their initial default values from the last search that has been performed.
• Added: the interchange detail page now properly handles shared exact and inexact interchange notes for each interchange group.
• Added: interchange notes now properly have change detection and save and load correctly.
• Added: all part type dropdowns now show the part type # at the end of their name. The user can use the auto-complete feature to lookup part types by number this way without disrupting the sorting of the items.
• Removed: the dedicated inventory type # field, since it is now part of the name field.
• Added: adding new interchange groups now works as expected.
• Added: changing pages of applications now properly sorts 'new' groups in.
• Added: if anything changes about an interchange group, the notes pane will now be refreshed to show correct notes.
• Added: if an interchange group is modified to overlap with an existing group that has notes, applications, or attachments, the user will be prompted to merge them or cancel. Merging these groups will make them one large group and the notes will be appended.
• Added: the user can now delete interchange records. When the last application is deleted from a group, group notes are also deleted, unless that group is 'inexact' (no sub interchange #). In the future, we will probably ask the user if they want to delete notes in this case.
• Added: putting a 2 digit year into either of the year fields will now expand out to a 4 digit year, based on windows locale settings.
• Added: attachments can now be saved and loaded for entire interchange groups.
• Fixed: an issue where the screen state wasn't set correctly when the screen was first loaded.
• Added: interchange groups now support 'inexact' attachments. If the "Exact" checkbox for an attachment is unchecked, that attachment will be associated with all inexact interchange groups as well.
• Added: merging interchange groups now merges attachments.
• Added: the application list now shows a side and allows editing of it.
• Added: support for permissions. The 'Can open screen' permission controls whether the user can open the screen and the 'Can Edit' permission controls whether the user can add/edit/delete interchange information.
• Added: support for being shown on the parts/search screens.
• Added: support for year range searches, which can be done from the part search screen.
• Added: the apply button is no longer usable when the user doesn't have permission to edit interchange.
• Added: (case 16604) the interchange detail page/pop-up now has a sales/inventory totals area. This area shows QoH, QA, quantity sold (last year and last 5 years), total revenue (last year and last 5 years) for each store. If the user expands a store, the information is further grouped by category at that store.
• Fixed: an issue where unsaved attachment changes would persist between searches.
• Added: if the user performs a new search with unsaved changes, they are now prompted to save those changes before continuing.

Inventory Overview

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.

IT SQL Framework

• Fixed: A bug where closing an active transaction on an ITMySQLConnection when host.ini's connection logging was turned off (logfile='') would result in a crash.
• Fixed: an issue where an error would occur during connection (though it would not be shown to the user). This was causing a small delay on every launch of ITrack. Also, connecting via named pipe should work correctly now.
• Changed: query logging code is a bit cleaner. Also, when queries are logged, the user can now tell which queries were sent together as a single query group.
• Fixed: an issue where queries ending in a semicolon and linebreak could cause 'empty' queries to be added to the queries the pipe sent.

IT MySQL Connection

• Fixed: A bug where SSL could be set as required and the connection would not fail when the encryption step failed. Now setting SSL active will generate an error when it fails to gain a cypher.
• Fixed: an issue where errors that happened during StoreMultiple were not being reported in any way (so long as the syntax of the entire query string was correct). Now, if any part of the query set fails, the entire thing fails and it stops grabbing results. This may cause false-positives in some situations where 1/10 queries is allowed to fail, but since each ITSQLResult cannot report the error of an individual query, I think this is the best we can do for now.

Master

• Fixed: an issue where pages weren't resizing properly in the options dialog.
• Fixed: an issue where the initial size of the options dialog wasn't being restored correctly, causing pages to be resized strangely.
• Added: any options page can now send a message to the options dialog to initiate a close operation as though the user had hit OK.
• Changed: (case 17194) we disabled some of the COM timeouts in the application, as this seems to make exporting reports from the crystal reports previewer not show erroneous 'server busy' messages.

Parts

• Fixed: an issue where the vehicle make and model might not display correctly when a the user loaded a stock # onto a new part.
• Changed: all the dropdowns now become readonly instead of invalid when the user doesn't have permission or other situations where the fields cannot be edited. Readonly dropdowns are easier to read and interact with.
• Removed: parts were only partially inheriting the status of the vehicle whose stock # was loaded onto the part. Because it wasn't working right, it has been disabled for now until we figure out if its something that should be added back in.
• Performance: loading vehicles should now be slightly faster and run fewer queries.
• Performance: (case 15807) if the user was loading many inventory records from a specific location (common when doing inventory adjustments or from searches that were grouped by location) this process will be as much as 99% faster on large databases.
• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: the transaction list page now limits the description, notes, extra, and locations fields to 250 characters for faster retrieval of results.
• Changed: (case 16534) the choose interchange popup has been changed to be more like the new interchange screen.
• Added: hitting enter or doubleclicking an interchange option in the interchange popup now sends that item back to the screen. Also, the previously selected option will be automatically selected when the user shows the dialog again.
• Added: (case 10449) the transaction list on the history tab can now be sorted by newest transactions first or oldest transactions first. The default is newest first, to match the home screen.
• Added: integration to new tag printing format.
• Added: inventory.oemnumber is now an available option for building default aftermarket part tag #'s.
• Fixed: (case 17055) serials with status Lost and Found no longer count as serials that are on hand.
• Added: (case 17091) mis-matched side will no longer cause the interchange popup to not select the correct interchange application.
• Changed: (case 17091) as per user request, if a part already has a side filled out, choosing an interchange application will no longer set the side of the part.
• Fixed: an issue where the message text field didn't allow the user to enter newlines.

Part Configuration

• Changed: when the user types in a year when editing a model, the year will automatically be changed from 2 digit to 4 digit years, using the windows defaults.
• Added: when model names get symbols stripped out, the \ character was being skipped. This didn't match the model import process which stripped this character out.
• Added: part type messages can now be marked as important.
• Fixed: an issue where new messages were not getting a date created.
• Fixed: the messages dialog now remembers its last location.

Print Queue

• Added: this new server module allows scheduling database reports to be printed, emailed, or saved to a folder on any schedule the user wants. Contact ISoft for setting this feature up.

Purchase Orders

• Fixed: an issue where switching source store of a saved TO was not correctly deleting existing items, causing their allocations to not get properly released.
• Removed: (case 16987) the store dropdowns on saved TOs are no longer editable. If a user wants to change the source or destination of a saved TO, they should start a new document.
• Changed: all the pop-up messages when saving a TO have been updated to be clearer and have more obvious choices and cleaner wording.
• Fixed: an issue where the Print Transfer Order checkbox was not correctly saving its last value between closing and reopening the screen.
• Added: the print pick list checkbox now remembers its value between closing and reopening the screen.
• Added: (case 17182) part category is now loaded with the inventory items on the PO and TO tabs so that part type messages can be category specific.

Report Viewer

• Fixed: (case 15785) an issue where key choice parameters were displaying the incorrect value as soon as the user chose a value.
• Fixed: (case 15785) an issue where date, time, and date/time fields would display default values in a different format than the user's windows setting for date/time format. This was leading to those fields losing their default value.
• Fixed: (case 16029) entering a date before 1970 will no longer cause date-time pickers in the list to throw an error message that the user cannot clear. The user should now be able to enter any date back to 1601 (limited by the windows date time controls).
• Added: (case 16246) if the EDocuments extension is not loaded, the report viewer will attempt to continue using dynamic report parameters anyway. This could lead to database errors for some more complex reports, but it should be very rare. If the EDocuments extension could not be found during dynamic report processing, the status bar will now show a warning.
• Fixed: reports now show in alphabetical order.
• Fixed: (case 17162) if the report viewer screen was closed while a report preview was being built, or the user previewed a different report altogether, a crystal error would sometimes appear and it would occasionally keep the report viewer from previewing new reports. Now, we attempt to cancel the current preview and the user must wait for this cancellation process before closing the screen.
• Fixed: an issue where date parameters might sometimes not display correctly.
• Added: the report queue tab now works with the new report queue fields. Also, we now display notes and error message on the screen.

Reports

Billing

• Fixed: an issue with the middle subreport (Activity or Billing, whichever option is in use) listing documents from all stores even when not using centralized billing. This would rarely come up because 1) most companies use centralized billing & 2) even when doing per store billing, a customer would have to have documents from multiple stores in the date range for the issue to occur. The balance at the bottom would still be the store balance, but the documents in the middle would be different.

GL Sales Activity

• Added: optimization, tidy, reorder, and addition of a reference to what line on the so the entry comes from.

Inventory Count Sheet

• Changed: cleaned up the report, gave more room for quantities
• Changed: set '*' as the default for the compare parameter.

Inventory Summary

• Fixed: manufacturer grouping
• Added: core cost
• Added: a vendor group by option
• Fixed: The calculate average cost function now looks at inventory.inventorytypeid instead of inventorytype.inventorytypeid just in case the join to inventorytype doesn't happen. Updated the #non-vehicle unit and #unknown sections of the union to run average cost through the calculate average cost function.

Label

• Change: the report now has only one parameter, updated query.

Label Location

• Added: more dynamic resizing of text based on string length

Logo Tag

• Change: gave the report the last several updates to Tag, so they now match again except for the Logo
• Change: the report now has only one parameter, updated query.

Pick List

• Fixed: cleaned up the report and query, made it look presentable.
• Fixed: picked and needed columns, which were wrong.
• Fixed: tidied the report. It was ugly.

Picking Label

• Fixed: cleared out margins, adding resizing rules for location text below the barcode.
• Fixed: copied the existing LabelPicking report fields onto a copy of Label.rpt and renamed it so it will print correctly. Crystal is weird about odd-sized reports.

Purchase Order

• Changed: "phone" in shipping area to "shipphone".
• Fixed: set PO to order lineitems by rank. Any adjustments will print after standard lineitems.

Purchase Order Posting Report

• Fixed: report now sorts in the same order as the screen.

Purchase Order Receiving List

• Added: serials.
• Fixed: grouping, it now groups by PO Line.

Purchase Totals By Destination

• Removed

Sales By Category

• Fixed: restructured the report, cleaned it up.

Sales By Counterperson

• Added: updated adder to be dynamic/neater.

Sales By Inventory Type

• Removed: excel mode
• Added: quantity totals
• Added: distinct inventory type totals
• Added: options for seeing only adjustments or only non-inventory/misc. Previously, you could see adjustments and non-inventory/misc when you entered 0 for all types, but I thought it would be good for users to be able to isolate them if they choose.

Sales By State

• Added: a country parameter and country grouping, minor report cleanup.

Sales By Tax Item

• Added: a setting to suppress the accounting sections, default False
• Changed: renamed the Non-Sales column header (etc…) when there is only one non-sale adjustment type
• Changed: The report is now landscape
• Added: a column for nonsales
• Added: a column for nontaxable sales
• Added: an accounting footer to each section
• Added: a setting to treat taxable 0.00% as non-taxable (will show 0.00 in the taxable column)
• Fixed: regular taxable lineitems weren't caring about quantity
• Fixed: Replaced a bad taxable formula

Sales By Tax Item And City

• Fixed: just a quick fix, removing references to the {?excelmode} parameter.

Sales Order 11in

• Added: a new setting to show ta item name instead of the word "Tax" at the bottom of the report.
• Fixed: memo fields now actually hide if the setting is turned on
• Fixed: saving space on the invoice to prevent it from breaking onto a second page as frequently as it does (suppressing empty sections, etc…), adding 2 new functions to customize where invoicememos show up to potentially save even more real estate.

Sales Order Return

• Added: updated the report to include negative adjustments if desired
• Added: gave the ability to exclude core returns.
• Changed: Replaced partnumber column with tagnumber.

Sales By Inventory Type

• Removed: adjustments when the report is filtered by parttype. So now they only show when typeid is 0.

Tag

• Added: the 'Tag: flag cores' setting to optionally display 'CORE' in the top right when the part is a core.
• Change: the report now has only one parameter, updated query.

Teardown

• Changed: Moved Page Header A content to Page Header B and Page Footer. Suppress Page Header B on pages after the 1st page.

Top Customer Types Trending

• Added: A new insights trending report and adder, very similar to the one that looks at customers.
• Added: 'Week' as a group option, making sure the pie graph doesn't get cut off, CASTing the list of ids as CHAR because it decided at some point to behave like a memo field instead of a string, changed date formats in the top right corner.

Top Customers

• Added: Solution for getting the same (summary) information you'd find in some of the Trending reports, but in list form with no upper limit on seeing the top X.

Top Customers Trending

• Fixed: a parameter issue in the key and pie subreports. It was not narrowing down by store. All Stores (0) still worked as expected.
• Changed: the report orientation, made the bottom graphs more prominent since that is what the reports are about.

Top Part Type Age Trending

• Added: black average line and bar as long as topx > 1. This took some additional coloring rules in the line graph.

Top Part Type Sales Trending

• Changed: the report orientation, made the bottom graphs more prominent since that is what the reports are about.
• Fixed: a mislabled parameter in the comment header. Wouldn't affect anything, but… tidy.
• Added: New insight report.

Top Part Types

• Added: Solution for getting the same (summary) information you'd find in some of the Trending reports, but in list form with no upper limit on seeing the top X.

Top Salespeople Trending

• Added: New insight report.

Unmoved Inventory

• Added: a new parameter that allows you to pick whether you want to view the report by vendor or by inventory.dateentered.

Vehicle Type Profitability

• Removed: This report has been replaced by Vehicle Value Analysis.

Vehicle Value Analysis

• Performance: indexes, removing superfluous join for performance.

Work Order Internal

• Removed: Job ID field.
• Fixed: The year in the customerunit subreport was printing out in "2,015" format instead of "2015" format.

Work Orders

• Complete redesign of this report.

Sales Orders

• Fixed: (case 16316) an issue where an error would be thrown during SAV shipping quoting if the description of an item on a document was so long that the total URL length exceeded 2048 characters. Now, only the first 100 characters of the description are sent to solve this.
• Added: both billing and shipping addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Fixed: (case 16947) an issue where loading a SO with an inactive tax item might not display the tax item correctly. This only happened if it was the second SO with this tax item loaded since the screen was opened.
• Performance: opening the SO screen should now be slightly faster, as a query for the store list has been eliminated.
• Fixed: (case 16964) an issue where the 'assign sequential id' checkbox for salesorder documents was always showing as unchecked and would not save changes.
• Fixed: the trucknumber field no longer accepts more than 20 characters. Entering long truck numbers before had the ability to cause database errors or for the end of the number to be chopped off.
• Added: (case 17055) when an inventory adjustment writes a serial # down, its status is now set to Lost instead of Sold.
• Fixed: (case 17055) serials of status Found can no longer be sold until they have been brought on hand by an inventory adjustment.
• Added: (case 17182) part category is now loaded with the inventory items on the screen so that part type messages can be category specific.
• Performance: many optimizations have been made to the loading process of SOs. In tests of a large SO (500 items), load time was decreased by as much as 35%.
• Performance: many optimizations have been made to the refresh process of SOs. In tests of a large SO (500 items), refresh time was decreased by as much as 50%.
• Added: (case 17110) the configure->SO documents popup now has a column for setting which document types allow 'price restrictions' (and therefore price approvals). To maintain backwards compatibility, all document types default to having this unchecked.
• Fixed: an unreleased bug where the default date when opening the screen was the lowest date the windows date/time picker supported.
• Changed: return lines and job lines no longer check the database for the price the customer should be charged, as these items calculate price differently.
• Added: (case 17110) the "!$" icon in the price field that previously would show up when a lineitem had a price of $0 has been split into a "?$" (warning) icon and a "!$" (error) icon. These are now used when the price on the document violates price restrictions. This applies only to document types where price verification is enabled.
• Fixed: an issue where, if the document type was switched to Inventory Adjustment (or any other write-down document), prices would remain at non-zero values. Now, prices are correctly set to $0 when switching to inventory adjustment document type.
• Added: when items are loaded (new or saved items) or the document is refreshed, the 'Price Verification' status is refreshed for all items.
• Changed: price is now bold, as it is an important field and should stand out.
• Added: every salesorder line now remembers the value of various price levels from inventory when the item is saved. This won't be updated after the SO is closed, as those fields are for historical reference.
• Added: when parts are loaded onto a SO, when item prices are changed, or when the document is refreshed, every item has its price acceptability refreshed. This is a new quality that uses the price control rules defined on the approvals screen to decide if a price on a SO is in need of approval or not, as well as retrieving the status of that approval.
• Added: the price column is now colorized based on whether that item's price is in need of approval, has price warnings, has been approved, or has been rejected. There are also icons that correspond to these states and tooltips if the user hovers over them.
• Added: if the user doubleclicks on a price icon (or in the price field when it has an error or warnings), a pop-up will appear that tells the user how the item has violated the price rules (allowing them to more easily come into compliance).
• Added: right-clicking in the item list now gives the user the option to view the detailed explanation of why price rules were violated as well.
• Added: a SO cannot be finalized if any items have outstanding price violations.
• Added: the user is warned on each save if any items have outstanding price violations or warnings.
• Added: a SO that affects inventory cannot be saved if any items have outstanding price violations and the following setting is set to True: "Sales Orders"->"Prohibit price violations on open invoices". This defaults to False to more closely follow the credit approval system.
• Performance: saving a SO previously was running a query for each item if accounting was turned on (to verify that each item had a valid GL category and context that had accounting set up for it). Now, all items are checked in one query, making this much faster for large SOs.
• Fixed: an issue with get price control status on an item that wasn't yet saved.
• Added: support for the 'price violation/approval information' dialog that is shared from the approvals screen. This dialog allows the user to view approval status, detail information on why the approval is required. In addition, t he user can choose the reason why the price has deviated (from a fixed list), as well as filling out a more detailed explanation (optional).
• Added: when the user goes to save an invoice, if any items have a price violation, a dialog pops up that allows them to choose a reason (and an optional explanation) for the approval request. The user can click next to go through all items with no reason, or apply a single reason to all items with an approval request.
• Added: the price violation pop-up now shows the reason and explanation for the approval being rejected.

Search

• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: (case 16534) the choose interchange popup has been changed to be more like the new interchange screen.
• Added: hitting enter or doubleclicking an interchange option in the interchange popup now sends that item back to the screen. Also, the previously selected option will be automatically selected when the user shows the dialog again.
• Removed: the buttons for interchange notes as well as the button for interchange attachments, since these are all now available in the main interchange information popup dialog.
• Added: interchange attachments are now working correctly in the attachments info pane on part search.
• Added: integration to new tag printing format.

Vendor

• Fixed: (Case 15681) Type field for vendors is now supported up to 50 characters in the database and has support for autocomplete.
• Added: both addresses and alternate addresses should correctly support ZIP+4 format. This means that the +4 section will no longer keep city/state/country from being auto-filled and if they zip is ever auto-filled, the +4 section will not be overwritten.
• Fixed: 0-padded zip codes will no longer be overwritten with non-padded zip codes.
• Changed: (case 16869) when adding/editing a vendor price or purchase class that is store-specific, the user can edit the class name even when a store is selected.
• Fixed: an issue where editing price classes was not correctly renaming the price class in the dropdown on the vendor screen.
• Added: if a price class has all its multipliers set to 0 it will now be deleted automatically on save. This should give the user the ability to remove store-specific overrides to the default template on store specific price classes.
• Fixed: a database error that could occur when creating new store-specific price classes.

Vehicles

• Fixed: a crash that would occur if the user double clicked in the list but not on an item. case 15886
• Fixed: an issue where the bid/teardown totals wouldn't refresh correctly if prices were filled out with autopricing.
• Fixed: an issue where assembly manufacturer and assembly model would cascade into the 'actual' manufacturer/model (or vice versa) but the value would be removed when the user tabbed into the field.
• Fixed: an issue where manufacturer/model wouldn't be cleared if the user switched part types but assembly info would.
• Fixed: changing part types after manufacturer/model are already filled out will attempt to reselect that information under the new part type.
• Added: part type, manufacturer, model, assembly manufacturer, assembly model, and category now all have auto-suggest support (typeable dropdowns).
• Changed: part type now lists type # last so that the user can still search by #, but part types are sorted alphabetically.
• Fixed: a possible crash that could be caused by switching part types on an existing item.
• Added: integration to new tag printing format.
• Changed: unreceived quantity on POs marked as "Done Receiving" will no longer show up as a projected purchase cost.
• Fixed: an issue where component parts might not correctly copy the vehicle's year/make/model/vin/body style. Now, on save, this information will be updated on all parts on the teardown.
• Fixed: (case 16930) an issue where changing the inventory GL category of a vehicle might not correctly cascade down to all component teardown inventory items when the user confirmed that they wanted that to happen.
• Removed: (case 16749) Create copy Teardown and Create New Teardown are now both disabled when a teardown is selected (since a vehicle can only have a single teardown).

Warehouse Management

• Added: (case 16546) manually adding an item to a manual count should no longer be restricted to just items with a status of A or H and no longer be restricted to items with a quantity at a countable location.
• Added: (case 17081) manual count jobs now correctly set the new 'location' and 'date created' fields.
• Changed: (case 17081) when a count is done on a location and no parts are scanned, the count job will now still show the location the count was performed at.

Work Orders

• Fixed: a bug where a part selected on the search screen would not properly load onto the work order. (case 16081)
• Fixed: a bug where lookups by manufacturer code based lookups/hot items wouldn't work. (case 16082)
• Added: Red close button to the parts list. case 15872
• Added: Confirmation dialog when removing a part.
• Performance: (case 15754) temporary tables switched to in-memory table engine for faster database interaction.
• Changed: spacing and sizing of controls on the WO screen tabs to fit the look and feel of other screens.