Changelog

Enterprise Desktop

legacy/2012-09

4/8/2026

Historical migration note: This release maps the wiki entry for 2012-09 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2012-09-18

Deliveries

Fixed a bug that involved scroll bars in tree controls not being properly created/handled.

eBay

Fixed a bug where Enterprise's eBay items for export that had more than one image would simply repeat that image, instead of having the right images. (Case 4955)

General

New vehicles are now added as taxable.

Location Management

This is a new screen to do LX scan job approvals and manual cycle count entries.

Parts

Fixed a bug where parts with a serial entry did not put the first serial into the Part Information tab on parts screen. (Case 4894)

Parts Configuration

Fixed a bug where part options couldn't be ordered as expected in some cases.

Purchase Orders

Fixed a bug where it was possible to have a hard crash when adding add-on costs to a vehicle.
Fixed a bug where serialized inventory would have its description truncated on transfer orders. (Case 5028)

Sales Orders

Documents types are now sorted by document rank, and not alphabetically. Document rank can be modified by dragging and dropping items on the Configure Sales Order Document Types dialog in the Configure menu. (Case 5002)
Made the tax type combo capable of handling a large number of entries.

Work Orders

Fixed an error where finalizing an external Work Order with open clocks and then sending it to a Sales Order would result in incorrect/zero cost/price, as well as incorrect GL entries. (Case 4586)

Report: Sales Order 11in

Inherent Cores for items were still displaying part messages, so it looked like the messages were duplicating on a different line item. This has now been corrected. (Case 3019)

legacy/2012-08

4/8/2026

Historical migration note: This release maps the wiki entry for 2012-08 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2012-08-28

Customer

Made the pricing tab easier to use if the user did not have permission to make changes, but still needed the information.

Data Management

Fixed a crash bug when using the Inventory module.

General

Improved the speed of location lookups.
Added a new location warning icon.
Fixed an issue where locations were not appearing in the configuration list if they were exclusively used for inventory with negative quantity.
Improved the image saving process as it gets inserted into the database.
Improved error reporting capabilities.
Payment Methods are no longer required to have a valid GL account number when the accounting system is turned off. This was causing a database error. (Case 4761)

Inventory Overview

Added an optional inventory popularity code column.

Parts

Substantial reworking to serial tracking on Q&A tab.
Locations now interact with serials in a much more uniform manner.
Added a warning when item quantity does not equal serial count. This is to improve inventory uniformity.
Assigning locations to serials is now done on the Q&A tab.
Fixed a typo in the print tags dialog.
Q&A fields may now have multiple lines.
Sell Price Class on replenishable parts must now be a configured entry, and cannot erroneously be set to a non-existing class.
Fixed a bug where serialized inventory was not building its location list correctly in some cases.
When a part is replicated to another yard, the location field and hold quantity is no longer carried over.

Purchase Orders

Made transfer order quantity changes faster in some cases.
Fixed a bug where TO's location edit dialog would be read-only under certain circumstances.
Transfer orders can now be saved when item quantities have more than or equal locations compared to recv'd quantity, but less locations than order quantity.
Fixes to the way that locations on transfer orders work.
Fixed several issues with transferring serialized inventory.
Serials assigned to a line item are now ordered as users would expect.
This screen now hopefully crashes a lot less.
Transfer orders no longer keep received items on hold.
PO adjustments no longer need to be associated with a GL account when accounting is off. This was causing a database error. (Case 4849)

Report Viewer

Fixed: reports will now load their default parameter values.

Report: Pick List

Added columns for SKU and Category.
Changed Part # Column Header to Tag#.
Changed Orientation to Landscape.

Report: Sales Order 11in

Sales orders now sort items as they appear on screen in Enterprise.

Report: Tag

Barcode now includes serial ids when available.

Sales Order

Fixed Serial drop down is now sized appropriately.
Sales Orders are now able to accept location breakout entries from the Search Screen.
Fixed a bug where sales orders would check linked items (the items contained in the kit) and pop up the allocate costs dialog if there were any (which was all the time, and wrong every time).
Serials assigned to a line item are now ordered as users would expect.
Fixed various crashes.

Search

Several fixes to location breakout functionality.
Locked search lines still get cleared when switching between breakout and normal searches.
Menu UI now more properly reflects breakout abilities.

Work Order

Fixed an issue where the WO-to-SO dialog would only show up to six months of activity. This has been changed to the 200 most recent available sales orders.
Serials assigned to a line item are now order as users would expect.
Removed a requirement to add a serial and location to a master part as soon as it is put on a WO. (Case 4860)

legacy/2012-07

4/8/2026

Historical migration note: This release maps the wiki entry for 2012-07 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2012-07-11

Report: Pick List

Added: Optional sales document barcode added to the report. This is shown/hidden by using a new setting in the Reports section. By default it is hidden.

2012-07-10

Data Management

Fixed: A crash when certain import modules were selected.

Report Viewer

Fixed: Input parameters should rank correctly now.

Sales Orders

Fixed: A crash that would happen when the dialog for choosing vehicle parts to leave in inventory was closed.
Fixed: An issue where the "choose vehicle parts to leave in inventory" wouldn't let the user choose to allocate less than the entire cost of the vehicle. (case 4479)
Fixed: An issue where misc vehicle items might retrieve the incorrect gl category when the refresh function is run (either manually or during save). This was causing misc parts off of parts units to sometimes show the wrong % of $ costing.

2012-07-05

Core Management

Fixed: a crash when the export dropdown button was used.

Data Management

Added: a part type field to the Alternate Model import type.

General

Added: all inventory serial numbers now have locations assigned.
Fixed: removed "Mg" as a weight unit, as it was colliding with "mg"
Fixed: added the "Reports" tab back to the options window, as it was erroneously removed.
Fixed a bug where vehicle part allocation on SO finalize had a typo.

Parts

Fixed: the "Location" field now comes after the "Description" field in the tab order.
Added: serial locations now work in conjunction with the locations system. Location management of serialized items is now done on the Q&A tab. New locations can still be added on the locations tab, but quantity cannot be moved.

Purchase Orders

Fixed: sending items to a Transfer Order from the Inventory Overview screen now properly allocates locations.
Fixed: a bug where average cost would not be adjusted if an item was saved on a PO at 0 qty with an item level adjustment, then reopened, authorized and saved again. Adjustments now adjust average cost regardless of authorization.
Fixed: Transfer Orders no longer require location allocations for kits.
Added: serialized items will now have a location dropdown that pulls from the designated locations of that part.

Report: Sales By Customer

Added: a lookup column.
Changed: "SO Line" header to "Amount"

Report: Sales Order 11 in

Fixed: Shop fees sometimes not showing up when there was no labor.
Added: Optionally include store name at the top of the report (works off of a setting in Reports category).

Sales Orders

Fixed: the screen no longer requires location allocations for kits.
Added: when creating new serial numbers, locations will now be in a pulldown that pulls from the designated locations of that part.

Work Orders

Added: when creating new serial numbers, locations will now be in a pulldown that pulls from the designated locations of that part.

legacy/2012-06

4/8/2026

Historical migration note: This release maps the wiki entry for 2012-06 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2012-06-25

General

Fixed: a bug where sometimes alternate location information did not get updated in database.

2012-06-19

General

Added: additional database structure required for LX. This will not be used immediately.
Fixed: a bug where updates to locations at one store were incorrectly modifying location IDs at different stores. This may have caused unexpected cross-store behavior.
Fixed: a bug where deleting a location from the locations library was not returning any affected items back to using a virtual location.

Permissions

Added: a new permisson called "Inventory detail" in the category "LX" to allow users to use LX scanners to view part details.

Report Viewer

Fixed: an issue where report parameters weren't loading their choices. This affected dropdown style options on the report viewer screen.

Settings

Added: a global company setting (suggested by Chad @ VHI) that controls whether average cost should be treated as statically allocated cost. If this is off, add-on costs stay in the vehicle cost pool for assignment to the next available part sale.

legacy/2011-12

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-12 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-12-07

RPT: PickList

Removed the "No Printer" option from the report which potentially causes problems with some printers.

2011-12-12

Accounting

Added: new permission "Accounting"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

Appraisals

Added: support for private store permissions.

Common Resources

Added: support for private store permissions.

CoreManagement

Added: new permission "Core Management"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

CreditApproval

Added: support for private store permissions.

CrystalReports

Fixed: an issue where crystal errors were being suppressed instead of displayed.
Added: a new error message that will be thrown in a rare case (instead of having the print fail silently or crash).

Customer

Fixed: (case 70) an issue where, when the user opened the invoices tab of the customer screen, the lineitem list might overlap the bottom buttons when it should instead be hidden.

CustomerList

Fixed: as per a user request, searches of type 'Number' no longer automatically add .00 to everything the user types in.
Fixed: finance charge dialog: (bug 2228) an issue where the buttons on the bottom were allowed to overlap and would sometimes have weird drawing artifacts.

Database Updates

Fixed: an incorrectly named table.
Added: as per a suggestion by VTP, the deliverable items view now uses vendor address (instead of store address) as the destination address. This affects several reports and the deliveries screen automatically.
Fixed: some yards were getting errors when attempting to run queries involving the v_openquote view. Recreating it seemed to fix the issue.
Added: store.private
Fixed: an issue where store.storeid wasn't AUTO_INCREMENT, which kept the user from creating new stores.
Added: several new permissions for managing stores and performing searches.
Changed: fcheckuser_permission has been rewritten to take private stores into account.
Renamed: the current location table is being renamed to inventorylocation in order to make room for the new location table, which will store a yard's location hierarchy.
Added: new location table, designed to store a yard's location hierarchy outside of the inventory table.
Added: several functions for retrieving data about locations.
Added: NCIC codes.
Added: Additional changes necessary for NMVTIS. Includes two new columns for Vehicles and a handful of procedures and functions.
Added: Settings for NMVTIS.
Added: We now have a setting for the company's name (Company Info, Company Name).

DataManagement

Added: new permission "Data Management"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

Deliveries

Added: new permission "Deliveries"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

EBayExtension

Added: support for private store permissions.

EDocumentsExtension

Added: support for private store permissions.

GlobalSettingsExtension

Added: A new function which opens up the Settings dialog and takes the user to a specific category/setting. Essentially, provides a nice way to tell the user what exactly should be examined.
Added: Configure->Locations dialog that allows the user to create, manage, delete, etc locations for storing inventory.
Added: cut/copy/paste buttons for moving subtrees around.
Added: The dialog now resizes to utilize space appropriately.
Added: loading/saving locations in the location dialog.
Added: checks to make sure that there aren't two locations with the same code at the same level.

Home

Added: support for private store permissions.

Interchange

Added: support for private store permissions.

InventoryOverview

Added: there is now a "Show historical documents" checkbox above the documents list. When this is checked, the user will be able to see historical (closed) transaction history for the currently selected inventory record. (bug 2218)
Added: a new user setting that controls the maximum # of documents that can be retrieved in any of the queries that look for documents. This should keep really popular parts from slowing down inventory overview if the user has historical documents showing. This setting defaults to 500 documents.
Added: there is now a date column that shows document date for all loaded documents.
Added: all closed documents now load with a grey background for easier visual distinction.
Added: several columns now resize to fit the data loaded into them for easier viewing.
Added: new permission "Inventory Overview"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

ITMySQLConnection_d

Added: new module loading standard.

ITrackOnline

Added: new module loading standard.

ITSQLFramework

Added: new module loading standard.

Added: new permission functionality for dealing with recent changes to how permissions are checked.
Removed: unecessary store queries. Now the list of stores is stored in a cache, which is updated if the user changes anything in the Configure->Stores dialog box.

MAS90Accounting

Added: new module loading standard.

Master

Added: before launching Updater.exe on close, ITrack.exe looks to see if any loaded module implements the ApplyUpdates function. If it exists, it will be called. This can be in addition to, or instead of, launching Updater.exe.
Added: when the updater is called, the ini filename is passed in as a command line parameter. This helps the updater call ITrack correctly if the user launches ITrack from the updater.
Added: support for the new screen-level permissions, allowing individual screens to be hidden from view and suppressed from opening based on user permissions.
Added: whenever a user logs in, the screen list is refreshed. This way, users with different permissions can get different screen lists.
Fixed: an issue where the window list on the left side might not refresh its height correctly when a user with fewer screens logs in.

OptionsExtension

Removed: the company page from the options dialog.
Added: a new dialog, Configure->Stores, which allows the user to manage stores.
Added: all the missing fields to the Configure->Stores dialog, including a new field, "Private". Marking a store as private makes it so that people with global permissions don't have access to this store unless its one of their user stores.
Added: a new permission "Configuration"->"Manage stores" which restricts whether/which stores the user is able to modify int he Configure->Stores dialog. In order to add new stores, they must have Global permission.

PartConfiguration

Fixed: an issue where, model/category pricing wouldn't be saved correctly if no pricing existed for that model/category before.
Added: support for private store permissions.

PartModification

Changed: the existing permission "Part Modification"->"Access to part modification screen" now controls whether the screen is visible in the list.

Parts

Added: new permission "Parts"->"Edit attachments", which controls whether the user can add/remove/modify images and attachments on a part.
Changed: the location table has been renamed to inventorylocation. This version reflects those changes.
Fixed: an issue where the assembly breakdown dialog wasn't breaking down cost correctly. This only occurred when the user was removing parts from an assembly without destroying that assembly.
Fixed: (case 9) an issue where adding a part from vendor catalog might not set the Core required and Core required to vendor checks correctly.

Payment Entry

Added: new permission "Payment Entry"->"Open screen", which represents the user's ability to open this screen. If this is taken away, they will not see the screen in the list.

PurchaseOrders

Fixed: (bug 2216) an issue where the serial # dialog made the serial #'s hard to read on closed documents.

QBAccounting

Added: new module loading standard.

ReportViewer

Added: new module loading standard.

SalesOrders

Fixed: (bug 2216) an issue where the serial # dialog made the serial #'s hard to read on closed documents.
Fixed: (case 16) users can now add payments to invoices based solely on the "Edit payments" permission. IE, it no longer considers whether the user can edit the SO in question.
Fixed: (case 17) fixed an issue where users could use the context menu to change the customer on an invoice they didn't have permission to change it on.
Fixed: (case 130) an issue where the "Subtotal Adjustment" checkbox wasn't being considered on adjustments.

Search

Fixed: an issue where the email button wasn't working (since the store # wasn't being passed to the parts screen).
Added: a new permission, "Search"->"Can search parts" which restricts which store(s) the user can search for parts at. If this is set to None, the part search page will be hidden. This permission automatically inherited whether access the user has on the "Parts"->"Can view parts" permission.
Added: a new permission, "Search"->"Can search vehicles", which is similar to the above, but for the whole units tab.
Changed: the 'On Hold' (Blue) color status now overrides the 'Sold Out' (Red) color status. This was by user request, so that unreceived vehicles that are on quotes will show as Blue instead of Red.
Added: Export functionality for AutoDataDirect. Works only for Vehicles, is disabled for parts searches.
Changed: the location table has been renamed to inventorylocation. This version respects those changes.
Fixed: some minor issues in the NMVTIS export message boxes.

Updater

Added: the updater now accepts several command line arguments. -i is used to specify a host.ini location that will be passed back into ITrack if the user launches ITrack from the updater. -s launches the updater in 'silent' mode. This keeps the updater from showing any modal dialogs and causes it to close when its done. -r allows the specification of an automatic retry count. Essentially, if this is specified, and any updates fail, the updater will wait 2 seconds and try again (as many times as specified, until successful).

Vehicles

Added: New field for Title's Acquired State.
Added: New radio set and fields for distinguishing Seller as a company or Individual. Hopefully I've done enough hinting in these fields to make them self-explanatory.
Added: Functionality that sets the Company/Individual fields from an accepted bid. I did just assume that the Seller Contact in bids was a PERSON and not a VENDOR, we may have to make this smarter later.

Vendor

Added: support for private store permissions.

VendorList

Added: support for private store permissions.

WorkOrders

Added: if the user performs an assembly breakdown on a misc/replenishable part (IE one that is not off of a vehicle) and disperses some cost without destroying the assembly item, the cost is now successfully consumed from the assembly. This is done by consuming the assembly, then recreating it at a different (reduced) cost.

2011-12-13

RPT: WorkOrderInternal.rpt

Fixed: a reference to the (now renamed) location table.

2011-12-19

Search

Fixed an issue where using the search screen at minimum resolution made changing search stores impossible.==2011-12-14==

Master

Fixed: an issue where database updates might not be read correctly.

legacy/2011-11

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-11 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-11-08

CrystalReports

Fixed: if the user cancels a print job, it will no longer pop up an error dialog.

CustomerList

Added: the Actions->Assess finance charges dialog is now non-modal. That means the user can do other things while they are building finance charges.
Added: finance charge dialog now allows the user to edit the charge amount column for manual adjustments. Also, this column is now bold.
Added: a terms dropdown, allowing the user to assess finance charges for a specific term at one time.
Added: the user can now choose the 'effective date' to be used when finance charges will be assessed. This defaults to the most recent term period end date.
Added: as the user changes the terms and effective date, a read-only date time field will show the last day on which finance charges will be assessed. This day represents the beginning of the 'grace period' in which invoices don't get FCs. This date is one full term period before the effective date.
Added: a 'view customer' button. Hitting this (or doubleclicking a line) will open the corresponding customer on the customer screen.
Added: the main query that finds all invoices to charge now simply finds all invoices before the 'grace period beginning' date.
Added: the main query is now run in batches. This should help situations where lots of rows need to be examined and the user doesn't wish to lock other users out. This chunk size defaults to 200 rows, but can be set as a user setting under "Administration"
Fixed: the code that calculates invoice 'due date's now uses standardized date libraries. This should fix strange behavior in leap years.
Added: finance charge adjustments now copy their data from the Interest adjustment type correctly.
Added: if the Interest adjustment type is a subtotal adjustment (or taxable), then affected invoices will have their subtotal and tax recalculated when interest charges are added to them.
Fixed: some minor issues with what dates were being selected for the grace period beginning.
Added: the user can now override the charge amount by typing in that column.
Added: the column order/width is now saved on close.
Added: a column that shows how many days past due a particular invoice is.
Added: the store list now limits the results based on invoice store, instead of customer's default store.
Added: the invoice list is now sorted by customer, then invoice date.
Added: a column that shows an invoice's sequential id.
Added: a column that shows the invoice's date.
Added: check/uncheck all buttons.
Added: view invoice button. Also, double-clicking on the invoice # column or sequential # column will open the selected invoice on the SO screen.

Database Updates

Added: new part configuration permissions.
Fixed: the "Inventory setup" permissions have be renamed to part configuration permissions.

PartConfiguration

Added: new permissions to each tab to make sure unauthorized users can't change anything.
Fixed: the inventory model tab no longer lets a user without correct permissions to doubleclick entries to modify them.
Fixed: the service units tab now renders more reasonably when resized.

Parts

Fixed: an issue on parts where the part type was different than the assembly part type in which the model and assembly model would clear each other out.
Fixed: the breakdown dialog no longer complains that non-serialized items don't have a serial # chosen.

RPT: SalesBySalespersonWithCoreInfo

Fixed: several speed issues in this report. This report should now execute much faster.==2011-11-02==

Parts

Fixed: an issue on parts where the part type was different than the assembly part type in which the model and assembly model would clear each other out.==2011-11-01==

Accounting

Fixed: a crash that could occur if the user updated something on the first tab without visiting the other tabs first.

Common Resources

Added: new email dialog features.

CoreManagement

Added: the customer core tab now shows the shipping address city and the billing address city in 2 new columns. The billing address phone # and shipping address phone # are no longer in the customer information columns.

CrystalReports

Fixed: an issue where report updates might not be handled correctly.
Added: tentative initial support for getting new reports over the updater.

OptionsExtension

Removed: the pricing page from the options dialog. This dialog is a holdover from ITrack pro, and wasn't functioning in ITrack enterprise. These settings can be configured correctly through the Configure->Settings dialog, so it has been removed from this area.

Parts

Added: if any of the cost to retail or wholesale markup ratios are 0, they are ignored. This should keep the retail and wholesale from being set to cost on new parts (bug 2209).
Fixed: non-public images no longer get attached to emails by default.
Added: the ability for other screens to easily email parts (more to come on this later).
Added: the parts screen email function now looks in the user settings ("Parts: Email Settings") for whether individual fields should be included in an email by default.
Added: the parts screen now updates the user settings when fields are checked or unchecked in the email dialog.
Added: a new email button to the top of the parts screen, as the email function is not image-specific.

Search

Added: hitting the email button on the picture view dialog on a part picture now begins a part email without opening the part on the parts screen.

Vehicles

Added: Q&A options are not unchecked by default in the email dialog if the option is non-public.
Added: if the user checks or unchecks items in the email vehicle dialog, those choices are now saved to the user settings.

2011-11-09

Common Resources

Added: support for recent changes.

legacy/2011-10

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-10 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-10-04

CoreManagement

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

CreditApproval

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

Database Updates

Added: as per bug 2137, distributor prices have been added to vendor price class.
Merged: all the new tables and functions created in the 'database images' branch have been merged back into trunk. This is to prepare for ongoing merging of this functionality.
Added: the file table now has a 'Report' type option.
Added: the report table now contains a fileid and version field. This will be used for reports in the database and more specific report updating.
Fixed: purchase order lines with positive quantity now show up as pickups while negative quantity PO lines show up as deliveries.
Renamed: several setting values to match the new value being looked for in the software
Added: by user request, the inventory pricing function now uses higher price levels as a replacement for missing ($0) price levels. For example, if a customer is supposed to get jobber price, but an item doesn't have one, wholesale price will be used instead (or retail if wholesale is 0), etc.
Added: new database utility function, fcopygrant_permission, which simply gives everyone the same access level for permission B as they had for permission A. This works both for individual user permissions and group permissions.
Fixed: vdeliverabletransferorderline and vpickabletransferorderline now properly join inventory on using the source store id rather than the destination store id. This will fix issues where part # or location might not show up.
Added: many new permissions to the vehicles screen. These permissions cover each of the tabs on the screen, as well as one that controls the status fields specifically (bug 2191). All these permissions have been granted to anyone who could edit parts.

Deliveries

Added: as per user request, "Pickup" delivery lines now show as dark red in the deliverable items list.

GlobalSettingsExtension

Added: there are now checkboxes on the screen for the user to enable/disable different setting types. For example, all "Interface history" settings are hidden by default, because they aren't really important to see. This will make managing settings much easier.
Added: there is now a column that displays the setting type. This allows the user to quickly discern which items are important to configure.
Changed: the "Product Code" setting has been renamed to be more human readable, and is now marked as an important configuration.

Home

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

InventoryOverview

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

ITMySQLConnection_d

Fixed: an issue where large files being saved to the database might not properly get escaped.

ITSQLFramework

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

Added: the 'Hide inactive users' checkbox is now available and working. It defaults to checked, but the last chosen value is now a user setting.

MAS90Accounting

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

PartConfiguration

Fixed: an issue where the user's store was being retrieved from the wrong location.
Fixed: an issue where the default category column was not populated with the appropriate choices for each model.
Fixed: the inability to add new model pricing levels for categories that didn't have one.
Fixed: an issue where model/category pricing levels' notes were not being saved.

Parts

Fixed: an issue where assembly parts were created with non-0 quantities.
Fixed: an issue where performing an assembly breakdown didn't show any components.
Added: as per user request, the back button goes to the last part, and the forward button goes to the first part if nothing is currently loaded. IE, the arrows now 'wrap around'.
Added: distributor prices now pay attention to price class distributor price multipliers.
Changed: the various used parts cost markup settings have been moved from CompanyInfo to Parts and are now named more human readable things.
Fixed: an issue where having a used parts cost markup breakpoint of 0 or "" would cause these values to not be used.

Payment Entry

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

PurchaseOrders

Added: all calls that check for settings' values now properly have a setting type. For example, 'Preferences', 'Important Configuration', 'Interface History', etc. This will make configuring settings on the settings screen a lot easier.

SalesOrders

Added: the distributor price level has been worked into the interface. If the user doubleclicks the price field, distributor price is now one of the price levels that will be cycled through.
Added: all price levels in the above price cycle system now pay attention to whether they are hidden. Any hidden price levels will be skipped.

Search

Fixed: when printing the truck spec sheet report, the images directory is now formatted to an absolute path. This fixes issues where images weren't printing correctly.

Vehicles

Fixed: an issue where, if the user split a "Both" side item into Left/Right the two components might not get contiguous SKUs.
Fixed: an issue where, after loading a saved teardown, the items in the list are no longer sorted in part type order.
Added: there are now permissions for each page on the vehicles screen. Each of these permissions were granted automatically to anyone who had the 'can edit parts' permission.
Added: new permission, "Can edit statuses" which control just the status and user status fields (bug 2191).

Vendor

Added: the price class interface has been rewritten to use the new price class objects.
Added: the price class area now shows, loads, updates, and saves distributor prices along with everything else (bug 2137)

WorkOrders

Fixed: A bug where misc parts that a user without ADDMISCITEM permissions tried to add would get saved to the work order, even when they were no longer in the list.
Fixed: A bug where users without the Add Misc Item permission were not able to modify core values on valid inventory entries.
Changed: Users who don't have the Add Misc Item permission are now able to mouse into and out of the line item without it being erased.
Fixed: the "Default Days to return core" setting has been moved from the "Inventory" category to "Parts".
Added: setting type to various settings calls.
Added: fworkordersaved (a default db api call) is now called when the user hits save, even if there is an error (as long as the WO gets an ID).

2011-10-07

RPT: TruckSpeckSheet

Removed: Vehicle Q&A section, which has been gone from the database for awhile.

2011-10-11

CoreManagement

Added: support for an upcoming report system change.

CrystalReports

Fixed: the threaded printing solution no longer creates the heaped copies of report objects as ITCrystalReports. Now, they are copied as ITEEReport, or whatever other class they happen to be.
Added: before calling crystal reports, the desired report now gets a "Prepare report file" function called on it. This is designed to allow EE to store its reports in the database and write them to disk right before printing.
Added: this module now overrides ITrack's report update handling. The version of these files is stored in the report table in a new column. When an updated report file is downloaded, instead of copying into the reports directory, it is instead written to the database as a Report type file. This file is then associated with the report record in the reports table in a new column.

Customer

Added: support for an upcoming report system change.

Deliveries

Added: support for an upcoming report system change.

InventoryOverview

Added: support for an upcoming report system change.

ITMySQLConnection_d

Added: new function, EscapeLimitedSubstring, which is like EscapeString, except that, instead of assuming the size of the output should be 2 x the input, it only escapes the proper subset of the input that will fit in the output.
Added: ITMySQLBlobs now have a BlobType which can be TINYBLOB, BLOB, MEDIUMBLOB, or LONGBLOB. This is passed into some of the functions used to save the blob to the database so that maximum byte lengths (other than maximum packet size) can be taken into account.
Added: more specific behavior when escaping large strings (blobs) for writing into the database.

Master

Fixed: an issue where ITrack might think it needed to download the same update over and over due to have more than one entry in the version list table.
Added: support for modules to override ITrack.exe's handling of updates as well as module versioning. This allows ITrack modules to specify a custom way for certain updates to be versioned (such as reports) and updated.
Changed: support for custom update modules during updating has caused a need for database access and for all modules to be loaded before initializing updating. This shouldn't affect anything, but the Updater will no longer launch before ITrack has loaded all extensions and connected to the database.
Refactored: the way the update downloader downloads files to facilitate new custom updater module system.
Added: calls in the update downloader that check to see if Master has any custom updater modules that should handle specific updates. This happens in 2 steps. First, the custom modules are given a chance to specify the version of a module. This overrides the basic 'versionlist' system. The second step is, if the module shows up as needing an update (using basic or custom versioning), custom modules are given a chance to handle the application of the update in question.

Parts

Fixed: an issue where the rank 1 location on the advanced tab might say "Main" instead of the actual location.

Payment Entry

Added: support for an upcoming report system change.

PurchaseOrders

Added: support for an upcoming report system change.

ReportViewer

Added: support for an upcoming report system change.

SalesOrders

Added: support for an upcoming report system change.

Search

Fixed: HTP search button now looks in the new setting location for the company product code.

Vehicles

Fixed: an issue where assembly models were not being loaded when a collection was loaded. This was causing all the collection items to lose their assembly model.
Fixed: a crash that could occur if the vehicles screen was closed during an appraisal then reopened.
Fixed: overactive change detection. Essentially every vehicle with a whole unit record was registering as changed on every load (erroneously).

Vendor

Added: support for an upcoming report system change.

WorkOrders

Added: support for an upcoming report system change.

2011-10-25

CoreManagement

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

CrystalReports

Added: all standard IDispatch crystal report errors should now include a line that specifies the report filename.

Customer

Added: the invoices list on the Sales tab now has a 'footer'. This footer will soon be used to display totals for columns in which this makes sense.
Added: summary footer to the unapplied payments list.
Fixed: summary footers now get cleared correctly when the screen is cleared.

Database Updates

Added: as per a request by VHI, the fgetattachment_id function now has a parameter for specifying whether to look at only public attachments.
Added: fcountfile_references now takes the report table into account.
Added: some new import fields to the inventory prices import type (bug 2205).
Added: the function that decides whether a serial # is on hold now ignores the price quotes (salesorder lines with the hold checkbox unchecked).

Deliveries

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

InventoryOverview

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

PartModification

Added: the change log comment dialog is now an ITDialog. This fixes issues where the dialog could appear off the user's screen and be hidden.
Added: the fixed total line has been replaced by a floating footer on the main list control. This makes totals much easier to view in long lists.

Payment Entry

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

PurchaseOrders

Fixed: the transfer orders screen no longer attempts to perform accounting if accounting is turned off for the company.
Removed: the global setting "Use GL Accounting for Purchasing" is no longer used for transfer order accounting.
Fixed: shipping methods which don't have "Show on document" checked will no longer show up.
Fixed: (bug 2202) an issue where, a PO with a duplicate item might not properly reverse all activity when it is voided.
Fixed: wording in a dialog to be more accurate.
Added: some configuration settings now have more specific configurations.

ReportViewer

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

SalesOrders

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

Vehicles

Added: the prompt on the dialog that comes up when the vehicle's status/location changes now has a better description of why some items are checked.

Vendor

Fixed: if the report fails to write the database report file out to disk (for any particular reason) the filename and directory of the report are not updated.
Fixed: the ini setting: "General"->"attachmentcachedirectory" is no longer updated if it was previously empty. This is to avoid issues where a machine retrieved a user-specific directory then saved it in the ini (making all other users' attachment saves fail).

WorkOrders

Fixed: an issue where the serial # dialog wasn't remembering the size/position the user last put it in.
Fixed: several resizing issues in the serial # dialog.
Added: when the user resizes the serial # dialog, the columns in the Q&A pane are now resized to take advantage of all available space (bug 2206).
Fixed: the Configure->Users…->Worker Groups is now permission controlled. The same permission is used for this as the configure->users dialog.
Added: some configuration settings now have more specific configurations.==2011-10-12==

Database Updates

Removed: duplicate entries in the versionlist table. The primary key has also been changed to omit the version column. This will keep out duplicate rows causing issues in the updater.
Added: fileid to the store table, which will store the company logo as a link in the database.
Fixed: fgetuser_permission should now work as designed.
Fixed: a misspelling in the fworkordersaved function.

ReportViewer

Fixed: an issue where string parameters were defaulting to "True" instead of blank

SalesOrders

Added: the permissions "Can edit sales orders" and "Can create sales orders" have been in the system but not functioning. They now work as expected.

WorkOrders

Fixed: a crash when deleting the last job off of a WO and saving.

2011-10-28

Parts

Fixed: an issue where using the manufacturer part # box to change the manufacturer/model of a part, the pricing levels might get messed up on the aftermarket page.
Fixed: an issue where, sometimes when the 'link assembly model to model' check wasn't keeping the models in synch.==2011-10-27==

PartConfiguration

Fixed: an issue where changing vehicle models might not work correctly.

legacy/2011-09

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-09 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-09-13

Common Resources

Added non stocked inventory icon.

Customer

Fixed: customer price contracts' date ranges now default to between the current date and 365 days in the future.
Fixed: an error in the configure regions dialog.

Database Updates

Fixed: an issue where transfer orders weren't refreshing picked quantity right.
Added: new permission (bug 1880).
Added: New version stuff for permission changes pertaining to misc items on the Sales Orders Screen.
Fixed: an issue where fcalculateaverage_cost was causing inherent core lines for items off of a vehicle to be incorrect if the parent item had a static allocated price in inventory.
Fixed: deliverylinehistory now has its documentstoreid column default to 0 (instead of NULL).
Added: the shipping method update trigger no longer updates document lines' quantity picked and quantity delivered if they've been marked as 'rejected'.
Added: the new WORKORDERSCANADDPUREMISC permission and set it to match WORKORDERSCANVIEW (which is used in lieu of WORKORDERSCAN_EDIT);
Added: new fields to the shipping method table that allow the user to specify whether shipping methods show up on document screens, the run sheets screen, or both.

Deliveries

Fixed: pick history for transfer order lines will now go in under store 0 instead of NULL. This fixes some previous issues where TO lines wouldn't appear to be picked.
Added: there is now a skip delivery button on the picking tab. When this is used, all selected line items are marked as no longer requiring picking or delivery.
Added: items marked as skip delivery no longer show up to be picked.
Fixed: document pick status was incorrect if 'hide fully picked documents' was checked.
Added: the run sheets tab pays attention to the new "Show on documents" and "Show on runsheets" options for shipping methods. Deliverable items can be filtered by document shipping methods, but run sheets can be assigned run sheet shipping methods. By default, both lists are the same.
Added: the picking tab now automatically refreshes the list when any of the filter options are changed.
Added: the run sheets tab now automatically refreshes the deliverable items tree and the run sheets list when any of the corresponding filters are changed.
Added: as per user request, the run sheets tab now has an expand all button, which expands all currently visible deliverable documents.
Added: as per user request, the deliverable items tree now colors different types of rows differently. This helps distinguish between the different types of items.
Added: a filter for 'destination store' on the run sheet tab. This allows the user to see deliverable items, filtered by the document store id (or destination store for transfer orders).

Fixed: the edit user dialog no longer moves the user's focus away from the current field if the ok button is greyed out.

Parts

Added: there is now a global setting that allows a company to suppress the serial # box on the first tab of parts.

SalesOrders

Fixed: the insert new payment method dialog should no longer throw database errors.
Added: New permission to allow/disallow users from adding pure misc items to a SO. They are still able to modify existing misc items, just not create them. Per Bug 432.
Added: New icon (NonStocked.icon) for if an item being added is pure misc (not in inventory). This should make accidentally mis-entering an item much more apparent. Per Bug 432.
Added: the configure shipping methods dialog now allows the user to view and modify the new "Show on Documents" and "Show on Run Sheets" options.
Added: the usage count column now includes run sheets. Also, if the user replaces a shipping method, associated run sheets will be updated.
Added: the shipping methods dropdown on the SO screen now pays attention to the "Show on Documents" option.

Vehicles

Added: (bug 1880) a new permission that controls whether the user can edit vehicle stock #.

2011-09-14

Database Updates

Added: the previously missing fpurchaseordersaved, which is required for PO picking/delivery to work right.
Fixed: the above function has been manually called for all open POs so that they will show up for delivery correctly.

SalesOrders

Fixed: an issue where shipping methods weren't in alphabetical order.

2011-09-21

Customer

Added: there is now a checkbox on the payment info tab that allows the user to define a custom WO labor rate for the customer. If the value typed in has a % in it, it becomes a percent markdown/markup. Otherwise, it is a flat rate.
Fixed: the new labor rate override fields were not permission controlled.

Database Updates

Added: labor rate type and custom labor rate have been added to the customer table. They default to "Default", which means to use the WO defaults.

Deliveries

Fixed: bug 2173 - an issue where wo items couldn't be added to a run sheet.
Fixed: an issue where WO items couldn't be rejected in the picking tab.
Added: the picking lineitem list now allows mutli selection for easier 'rejection' of multiple items.
Fixed: when printing TO items on the picking printout, store is now 0, and those items should now show up.
Added: the print button is now a dropdown button. If the user hits the dropdown, they can check/uncheck a box that controls whether or not the report prints lineitem detail. By default, this is checked.
Fixed: a crash on the run sheet tab if the user had the "Show closed run sheets" checkbox checked.
Removed: some unnecessary refreshing. This will make the load operation faster.
Fixed: an issue where run sheet lines might get re-ordered on load.
Fixed: an issue where fully delivered items would show up for delivery again (at 100% complete).
Fixed: an issue where deliverable documents might show a strange progress % when items were removed from a saved run sheet.

Vehicles

Added: the status/location trigger dialog (the one that allows you to cascade vehicle status or location changes to associated parts) has been updated to show all items now. However, now only items at the same location as the vehicle are checked by default. If the change is based on status, the status must match the previous vehicle status as well.
Fixed: the status/location trigger dialog has been rearranged for ease of use and it now remembers the last size and position it was in.
Added: if the user doesn't have the "Can edit part info" and "Can edit part status" permissions, the status trigger dialog no longer pops up.
Added: if the user doesn't have the "Can edit part info" and "Can edit part locations" permissions, the location trigger dialog no longer pops up.
Added: the teardown area on vehicles is now locked down if the user doesn't have the "Can edit part info" permission.

WorkOrders

Changed: When items are added/modified for a WO job, MISC items are now marked as such with an icon.
Changed: If the user doesn't have permission to add pure MISC items, attempts to do so are now reverted, and the status bar changes to tell them why.
Fixed: an issue where the user could skip the check that makes sure the WO hasn't been modified since the user loaded it if they saved it without using the save button.
Fixed: a database error that could happen if the user created a new job task and their database was in strict mode.
Added: if the current customer has custom labor rates, they will be applied to all jobs (bug 1654)
Fixed: bug 2172: an issue where the user might get multiple empty items on a job due to a bug in the description field.
Fixed: (bug 2182) an issue where the job list might not be visible initially.

legacy/2011-08

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-08 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-08-31

Customer

Added: the ability to choose "Distributor" as a pricing markup level for customer pricing.

Database Updates

Added: (bug 2043) a field to run sheet groups that keeps track that items in that group are being transferred between stores (instead of being sent to the real destination).
Added: frefreshdocument_delivered now takes the run sheet line group 'transfer store' field into account. This means such items won't be considered at all when calculating how many are delivered.
Added: a trigger to run sheet group updates so that the quantity delivered will stay up to date when this changes.
Added: rank column to the deliverylinegroup table, so that stops can be ordered on the screen.
Added: distributor price level (item price and core charge) to the inventory and vendor catalog tables.
Added: customer pricing tables can now store 'Distributor' as a price markup level.
Added: the customer pricing function can now handle distributor prices.

Deliveries

Added: A new checkbox column to the run sheet line groups table for all groups where at least one line in it has an inventory store different from the document store.
Added: if the user checks this 'transfer' option, the group will have its destination address changed to the address of the store the items are being sold out of (destination store of the document). The item will no longer show up as delivered. If the user unchecks this option, the group will have its destination address reset to the document shipping address (and the item will be considered delivered again).
Added: picking list now has a destination store filter. This filters by document storeid (for SO/PO/WO) and destination store for TOs.
Added: by user request, the end date range field is unchecked by default.
Added: by user request, the picking tab now shows fully picked line items on partially picked documents.
Added: the picking list now has a hard max for how many documents it will load (500 by default).
Added: an up/down spin control that allows the user to re-order groups on a run. If the user uses this control (or reorders items in any other way) that order will be saved.
Fixed: an issue where all WOs on the picking tab would show as 100% complete.

Parts

Added: (bug 1964) a field for editing the weight of an item, even if that item is not replenishable. This field already existed on the aftermarket page, but it is only accessible on replenishable parts.
Added: (bug 1964) when the user first chooses a model, if the current weight value is 0, the default model weight will be loaded in.
Reorganized: the pricing fields on the aftermarket tab.
Added: average core cost field to the aftermarket tab.
Added: distributor price level, both item price and core charge. These values can be pulled from vendor catalog, but this system doesn't yet work with vendor price classes.
Added: some new global settings: "Parts"->"Financial: show jobber pricing level" that will allow a company to hide the jobber pricing level (price and core) from the screen. There are similar settings for wholesale, list, and the new distributor price.

SalesOrders

Fixed: an issue where cashonly customers were (mistakenly) being allowed to finalize invoices with a non-zero balance, so long as their credit limit was not overrun. This has been resolved so that, even if the customer has 'credit', if they are cashonly, they cannot finalize an unbalanced invoice.

Vehicles

Fixed: if the user modifies a vehicle's status or location, they will no longer see 2 dialogs asking about changing part status/location.
Added: the status changed dialog now has a minimum size for easier displaying.
Fixed: an issue where the teardown might not show all items if it was the only collection on the vehicle and some 'loose' items were previously attached to that vehicle, but not through a teardown.
Fixed: an issue where empty rows might get inserted into a teardown for each item that doesn't exist at the same store as the vehicle (these rows were trying to insert into the db on save).

2011-08-24

Accounting

The previous version was crashing on open. Hopefully this will fix it.

QBAccounting

Fixed: a crash when opening any of the QB pages.

2011-08-23

Accounting

Added: the recreate GL entries dialog now allows the user to choose between setting timestamps equal to the document date or the dateclosed.
Added: this dialog also now has a "Recreate pushed gl entries" checkbox which defaults to unchecked. This is so that a user (by default) won't delete/recreate gl entries for documents that have already been exported.

Database Updates

Fixed: a typo in v_quote
Removed: delivery zone id from the vinvoice and vquote views.
Added: by user request, the UPC # and OEM # have been added to the "Vendor catalog - inventory prices" import.
Fixed: fworkordersaved had a table misspelling.
Added: notes field to run sheet line groups.

Deliveries

Fixed: an issue where items going to the same address would get 2 separate stops on the same run sheet due to an address comparison issue.
Added: the 'refresh deliverable items' process has been optimized. This fixes issues where refreshing 2k documents might take a minute. Now it takes less than a second.
Fixed: a crash related to "No shipping method" items.
Fixed: an issue where documents with no shipping method would insert a new shipping method into the document tree.
Fixed: an issue where the document tree might scroll into the middle if the list is really long.
Added: editable notes column to the run sheet line groups list.
Added: an editable notes column in the group table. This column defaults to the document notes but can be modified.
Added: fleetmatix export now has column headers and more columns. Truck name is now exported as well as group notes. Also, company name is no longer in the address.
Added: doubleclick handlers for the deliverable items list as well as the run sheet lines table.

ITSQLFramework

Fixed: (debug only) a crash that could occur if a query that had a '%' in it had an error.

Master

Fixed: a rare error in when downloading/parsing comprehensive db updates using DELIMITERs.

Search

Fixed: an issue where all vehicle Q&A was visible no matter what whole unit type was selected.

2011-08-09

SalesOrders

Fixed: an issue where, when loading a saved SO, "Saved SO address" would be selected even if the shipping address had not been modified from the original.
Added: a change has been made to how a SO's shipping address will be handled when a customer's shipping address has been slightly modified (only contact name, email address, or phone # changed). The SO will still show "Saved SO Address" for the shipping address, but the default salesperson and default credit store of the alternate address that shares a street address with this shipping address will be used. This means if the user uses "Customer address store" as the store credit method on a SO, the gl storeid will be correctly inherited from the customer address matching the current street address.==2011-08-08==

Database Updates

Added: quantity delivered to all the picking views.
Added: destination store to all the picking and deliverable items views.
Added: all the delivery status fields in the lineitem tables now support a new option of "In Progress".
Added: pickable item views now use simplified (faster) picked/delivered quantity. Also, they now incorporate delivery status.
Added: the deliverable item views now use simplified (faster) picked/delivered quantity. Also, they now incorporate delivery status, undelivered quantity, and a delivery type field ("Pickup" vs "Delivery").
Removed: all 8 of the 'refresh document picked/delivered quantity' functions, as they've been replaced by a single, central function.
Added: frefreshdocument_delivered, which replaces the refresh document functions mentioned above. It takes all delivery information into account and updates a lineitem with the appropriate quantity picked/delivered as well as delivery status.
Changed: the runsheet trigger now updates the delivery status of all lineitems whenever the closed or void field changes.
Changed: all the runsheetline triggers now call the new frefreshdocument_delivered function.
Changed: all the deliverylinehistory triggers now call the new frefreshdocument_delivered function.
Added: a trigger to the shipping method table that updates all corresponding documents if the user changes the autopick or autodeliver fields.
Added: the optional DB API functions fsalesordersaved, fworkordersaved, ftransferordersaved, and fpurchaseordersaved now have a default definition which calls frefreshdocument_delivered for all lineitems in order to keep the delivery status accurate when the shipping method changes.
Fixed: an issue in f_inventoryprice that was causing customers set up to pay the new "Average Cost" price level were reverting to retail price.

Deliveries

Fixed: the configuration page no longer references "Run ID".
Added: a 'skip delivery' option. If the user hits this button, all checked deliverable items will be marked with a delivery status of 'Rejected'. These items don't show up to be delivered anymore.
Added: by user request, the deliverable items list now shows document date.
Fixed: issues where removing items from run sheets might not make those items reappear as deliverable until the user saved and refreshed.
Fixed: an issue where deleting a group might keep the user from adding more items to the run sheet that would go into that group.
Fixed: items not always getting the right quantity.
Added: some buttons are now only usable when an item is selected
Added: initial export to fleetmatix CSV code.
Fixed: several crashes related to no deliverable items loaded or no run sheet lines loaded.

PartModification

Fixed: (bug 2130) an issue where the "automatically log comment" setting wasn't being used for anything but the first modified row if the user used the "Make column like current" button.
Fixed: a query error that could occur when inserting change log comments on global fields that log changes.

Parts

Fixed: (bug 2129) an issue where new inventory records might log changes in the change log. Now, only changes to existing parts should generate such entries.

SalesOrders

Fixed: configure shipping methods dialog now has more appropriate column width defaults.
Fixed: the auto-pick column now correctly loads database values.==2011-08-02==

Deliveries

Fixed: all user settings controlling which shipping methods are 'turned on' for the current user have been moved to the "Deliveries" section of the settings. Also, the name of each setting has been modified to be more human readable.
Added: user setting for controlling the max # of items to load into the picking list at one time (default of 1000).
Added: user setting for controlling the max # of items to load into the deliverable items tree on the run sheet tab at one time (default of 1000).
Added: a limit to the # of run sheet lines able to be loaded for any particular runsheet.
Added: the shipping method list on the run sheet tab is now limited to just those shipping methods that are turned on for the current user. The "All shipping methods" option searches all shipping methods that user has turned on.

WorkOrders

Reverted: some recent changes to fix bug 1091. This is because the use of the override cost field was interfering with non-stocked items on internal WOs whose cost should've been retrieved through order routing.
Added: bug 1091 is now being resolved by passing in retailprice for the current cost when calculating average cost if the current WO is an at-cost WO. This is because the definition of the cost is recursively defined on internal (at-cost) WOs for items whose cost is a percentage of price (since price is equal to cost on such WOs). Now, any such % of price items will calculate their cost based on current retail price on at-cost WOs.==2011-08-01==

Customer

Removed: references to delivery zone.

Database Updates

Fixed: the queries that created runsheetlinegroup and vpickabletransferorderline due to typos.
Added: a table for storing delivery trucks.
Fixed: all the deliverable items views now properly take auto-pick shipping methods into account when deciding what has been picked.
Changed: a key on the SO table has been added to, as it sped up deliverable SO queries on big databases.

Deliveries

Added: interface on the configuration page for adding/removing/editing delivery trucks.
Added: run sheet tab now allows the user to pick a delivery truck, and named route.
Added: the print button on the run sheet tab now prints the new run sheet report.
Fixed: an issue where negative quantity deliveries would always show up.
Fixed: an issue when hitting apply after adding a new document.

Removed: references to delivery zones.

PurchaseOrders

Removed: references to delivery zones.

SalesOrders

Added: by user request (bug 2118), the "Warning, duplicate item detected" message box will pop up if an item has already been added to the SO, regardless of the store the item was added from. (This feature used to be store specific)

Vendor

Removed: references to delivery zones.

legacy/2011-07

4/8/2026

Historical migration note: This release maps the wiki entry for 2011-07 to the last commit on main in that same month.

The original SVN-era release branch/tag history is unavailable, so this is a best-effort date-based reconstruction.

2011-07-29

Database Updates

Added: a couple of old fields that were removed, but still being referred to in some places in ITrack
Fixed: a couple updates that wouldn't run before related to deliveries.

SalesOrders

Fixed: an issue where sales order lines won't delete.

2011-07-28

Common Resources

Added icons

CrystalReports

Added icons

Customer

Fixed: possible query error related to the new deprecated delivery zone in salesorders.
Added icons

CustomerList

Added icons

Database Updates

Added: deliveryzoneid back into the salesorder table, as it was removed a bit prematurely.
Removed: a bunch of unnecessary keys on the delivery line history table. Also, the primary key has been changed to be only deliverylinehistoryid, so the unique key will always count up.
Removed: the run sheet table no longer has a deliveryzoneid or a driver user #.
Changed: the run sheet table's primary key no longer involves store #, as run sheets are now global.
Changed: the pickable transfer order line view now uses 0 for the storeid (instead of NULL) in order to make reports that look at all pickable views easier to write.
Added: the pickable PO line view now ignores items on 'done receiving' POs.
Added: deliverable items view for SOs, POs, TOs, and job parts. This is similar to the pickable items view, but is aimed at showing items which can be delivered.
Changed: the run sheet line table has had its primary key updated to match the run sheet table.
Added: some indices to the run sheet line table.
Added: the new run sheet line group table, which stores stops/boxes/item groups on a run sheet. Shipping addresses are stored at this level.
Added: run sheet line group key to the run sheet line table.
Updated: the run sheet line table now stores the line item type, rather than the document type, which will be more consistent with other areas.
Added: void column to run sheet table.
Added: database functions for updating various documents' quantity delivered field.
Added: trigger to the run sheet and run sheet lines tables to keep the quantity delivered fields up to date.

DataManagement

Added icons

Deliveries

Added: picking tab now has check boxes for each type of document in the filters area.
Added: the picking tab now has a location and counterperson filter. The location field supports wildcards.
Removed: the picking items are no longer affected by shipping method.
Added: the ability to mass-print the items on the screen.
Added: the ability to export the line item list to either a csv or html file.
Rewritten: the run sheet tab has been completely rewritten. The old 3 list format has been removed. The screen is now composed of a tree control on the left. It is organized in the following hierarchy: shipping method -> document -> line.
Added: documents are now loaded into the run sheet tree. If the user has a specific shipping method filter on, the shipping method level of the tree control is suppressed.
Added: checkboxes at every level of the tree. This will allow the user to check the items they want to mass-add to the current run sheet.
Added: progress column in the documents tree now shows for documents and lineitems.
Added: checking or unchecking items now works as expected.
Added: checking a set of items and hitting the add button now moves those items over to the run sheet line list and removes them from the document tree.
Added: the column order and widths for lists on the run sheet tab are now saved when the user closes the screen.
Added: important columns are now bolded.
Fixed: the created by column now shows user name, rather than user #.
Added: the add items to run button now creates a new run if none is selected.
Added: the add items to run button now creates a new item group for each document being added, if a compatible shipping group couldn't be found.
Added: when the user selects different rows in the run sheet/run sheet group tables, the other tables are updated accordingly.
Added: the user can remove items from the run sheet item list. The items and groups will be removed appropriately, and the items will re-appear in the deliverable items list.
Added: if the user multi-selects groups on a run sheet, a group column becomes visible in the line item list.
Fixed: delete items and groups are now hidden.
Added: the run sheet list now loads existing run sheets from the database initially.
Fixed: lots of little display bugs and interface issues.
Added: run sheet filter controls to the top of the screen, and a refresh run sheets button.
Fixed: items under different documents types now share the same shipping methods in the deliverable items tree. (There won't be a 'UPS' under Transfer Orders and under Sales Orders)
Added: removing an item from the run sheet will now correctly re-add that document's shipping method to the deliverable items list.
Fixed: issues with the document status not showing the current value for documents that haven't loaded their items yet.
Added: adding items to a run sheet will pick that document's shipping method for the run sheet's shipping method if none is selected.
Added: when the user clicks on a run sheet, all groups on that run will be selected by default.
Added: when at least one group is selected, the first run sheet line will be selected by default.
Added: delete run sheet button.
Added: the ability to change the run sheet name, as well as the shipping method of the run sheet.
Added: if the user changes the quantity on a run sheet line, it will refresh the deliverable item's quantity.
Added: an apply button which saves all unsaved changes.
Fixed: an issue where saved run sheets wouldn't load up line items' tag # and description.
Added: the ability to void run sheets.
Added: if the user voids a run sheet, all the deliverable items will be updated, even if the voided document hasn't been saved yet.
Added: the ability to close run sheets. Such run sheets show up with a grey background.
Added: the refresh run sheets button now works. If the user has any local, unsaved changes, they will be warned that this will overwrite their changes.
Added: document column to the lineitem list so that the user can tell what document a run sheet line pertains to.
Added: changing the notes field on the run sheet now saves properly.
Added: upon attempting to close the screen, the user will be warned if they have unsaved changes.

InventoryOverview

Fixed: when printing the list we called CoInitializeEx, but not CoUninitialize.

ITMySQLConnection_d

Fixed: A bug that involved the second query in an Real/StoreMultiple call failing would result in a desynchronized mysql connection.

MAS90Accounting

Fixed: an issue where PerformWorkInProgressAccounting would reverse WO finalization accounting if it were run after the WO were finalized. Now it uses the GLTransaction's type column to filter out the finalization gl entries.
Added: a new GL transaction is no longer created if a transaction has no net effect.

PartConfiguration

Added icons
Added: as per user request, the edit part model dialog now has an empty option in the default category box for models, and it is the default.

PartModification

Added icons

SalesOrders

Fixed: a database error related to the recently removed delivery zone field.
Added icons
Fixed: an error that would occur when the user deleted sales order lines.
Fixed: as per user request, SalesOrders that don't affect inventory (quotes/etc) no longer require a customer PO #, no matter what the customer record says.

Search

Fixed: rare query errors when performing auction exports.

WorkOrders

Added icons
Fixed: Bug 1091, where adding an item that was supposed to be costed by percent-of-price on a Cost-based WO would lead to ever-decreasing cost and price for the item. Since this essentially makes costing unusable in this case, I had a decent discussion with Dillon, where we decided that the fix would be to take items that fall into this case (percent-of-price costing, and a work order that is cost based, so we can't tell which price to use from the customer), and set their cost to an overrided $0.00. The override is so that the price doesn't do any further calculation, and also so that folks who do have permission to change the cost override to a cost that makes sense (it was a fear that users would see SOME cost and think it was correct. $0 is not correct, and obviously so).==2011-07-27==

Accounting

Added: Manual refresh button on entries tab. Fixed: Query on Category tab to always return every context. Changed: Context list so that it is alphabetic.Fixed some small bugs.beta 1 for valley

CoreManagement

Fixed: Issue where inventoryserial.inventorystoreid was not getting set.
Changed: Searching for a specific inventory item now no longer limits to a specific store as well.
Fixed [Bug 57]: You can no longer return cores records into a non-existent inventory record.
Removed: Some deprecated code for when the return tab relied on a dialog to edit parts.
Updated: The clear button now clears the list of results as well as the criteria.
Changed: Defaulted salesperson drop down to everyone instead of the currently logged in user as per a couple requests from Valley.
Fixed: Some small resizing glitches.
Added: Confirmation to the Discard button. Basically I made this screen functional.
Fixed: Customer owed cores query which returned lots of unnecessary results.
Updated: Customer screen to be able to handle line items with multiple quantity having quantity returned in different amounts.
Added: Search screen passing action to the Customer Cores tab.
Added: The return button actually works now. It allows for multi-select as long as all of the lines are from the same customer.
Removed: The "Show Returned Cores" checkbox as there is really no need for it and it does make things messy.
Updated: The Returned tab now has a refresh button.
Updated: The Returned tab list has lots of new columns and their arrangment has been shifted. Now the furthest left 5 fields are editable much like a line item list. This allows for fast changing of part numbers, quantities, locations, and serial numbers.
Added: The return button actually works now.
Added: Tag printing as an option when items are added to inventory.Fixed: Bug in query of returned items that made some items not show up.
Fixed: Lack of multi-select in customer list
Added: Ability to print tags.

CreditApproval

Added salesperson column.
Credit approval screen no longer shows sales orders that have terms that override credit approval.
Sales made to customers on a term that overrides credit approval no longer shows up to be approved.beta 1 for valley

Customer

Added: default salesperson and default store to the alternate addresses. This was at the request of Gary/Jeff/Matthew. These values are not driven by addresses (regions) at this point. A default salesperson on a shipping address overwrites customer.defaultsalespersonid on a SO if that shipping address is selected.
Moved: default salesperson from the advanced tab into the billing address to make it more consistant with the alternate addresses.
Fixed: payments now perform gl accounting.
Fixed: if a payment was saved, editing it in the edit payment dialog on customers would double that payment in consideration of the customer's balance.
Added interface for adding default salesperson and default store to alternate addresses.
Added: Blank entry to the tax item combo.
Updated: Code to have "LoadTaxItems()" as a separate function, like "LoadTerms()"
Updated: Saving and loading information to be happy about treating the blank entry as a null entry.
Fixed some weirdness with the way creating customer alternate addresses worked.
Fixed: Bugs with the way Statements were printed involving sometimes using the day before the epoch for both start and end date parameters.
Fixed an issue on the sales orders tab on customer in which the type and balance columns were switched. Added SO adjustments to SO balances.
Fixed the customer balance function to show sales order adjustments. This will make interest charges, credits, and discounts show up.
Fixed the customer payment info screen to show 0/30/60/90/120 day balances correctly
A blanket purchase order # and expiration date have been added to the payment info on customers. This allows the entry of an expiring default PO# for a customer to be used on SOs.
Added a view button to the print statement dialog so that you can preview customer statements as well as print them.
Fixed an issue with customer messages having old messages at the top.
Fixed error with deleting customer messages.
Removed: the delete button on customers. We believe deactivating the customers will be a better solution for now.
Customers now have store regions and sales regions.
Allow the user to edit customer messages easier in a multiline format.
Customer messages now display date entered.
Fixed issues with payment dialog.
Fix: there was a bug in the payment system that kept payment lines from saving or loading exactly right.
Added: Customer Pricing interface.
Fixed: successful printing of the statement.
Fixed: issue that kept payments dialog from seeing sales orders.
Fixed problem where saving a customer would save a bad sales tax with the customer.
Fixed: Lots of Service unit things.

CustomerList

Updated Actions -> Assess finance charges to work with the new format for SO adjustments.
Added: you can now search by sales regions and store regions.
Added: Configure->Store regions menu to the program that allows you to assign areas of the state to each branch (in addition to assigning areas to salespeople).

Deliveries

Added "Print Run Sheet" button to the Run Sheet tab.Completely and totally different. Now has 2 tabs: Picking/Receiving and Run Sheets.

EDocumentsExtension

Added a couple of math operations to the EDocument syntax.

ExtensionList

+Deliveries -WorkOrders -PurchaseOrdersAdded HomeLogo.jpg
Removed Deliveries.

GlobalSettingsExtension

Fixed the way store settings are loaded.

Home

Updated: Display on Work Orders to display the shipping address of the customer, to display serial numbers of misc. units, and to strip useless dashes off the end of the description.Fixed the date times defaulting to always but checking one of the dates checkboxes.
Added: Creator column to the work order list.
Added: Total column to the work order list--square brackets indicate an estimate.Removed unnecessary tabs from right side of Home screen.
Home screen now has a purchase order tab.

HomeLogo

Sexy new home screen graphic courtesy of Amos.

Interchange

The base install for the most basic version of ITrack Enterprise's Interchange screen.

InventoryOverview

Fixed: the last result inventory record didn't get its MTD and YTD sales columns updated correctly.Added a user setting that allows the user to suppress the search for informational items during the cache building process. This can make the inventory overview loading process an order of magnitude faster. However, if you show informational items, you will see available quantity at all stores for every item that needs to be stocked, no matter what.
Fixed the display on several vendor minimum values.
Added the ability to view item information at other stores even if those items have a different purchase vendor or stock type.
Fixed the total order weight calculations (it wasn't working quite right before).
Added the setting to ignore buy package. It works similarly to how it does on POs.
Updated: Work Order now affects history for re-ordering.
Fixed: Quantity field in document list not showing correctly.
Added: Work Order document type.
Added: drag statics.
Added seperate filters for vendor and inventory lists.
Added All options for displaying all inventory items or vendors.
Fixed: items were showing up with nothing to order.
Replaced the sequentialid in the document pane with SO #.
Added other vendor minimums.
Added the ability to search by vendors that meet minimum order and minimum prepaid freight order criterion.
Added description to inventory list.

Fixed: The way store settings are loaded.Configure->Users->GL Department combo box now shows the GL department # as well as the name.
Fixed some issues with the configure users dialog.

MAS90Accounting

Added: the PerformPaymentAccounting no longer only expects new payments. It now expects that the array of ITPayments may be new, updated, or deleted. It now unaccounts previous accounting, then re-accounts new accounting (similar to polinehistory accounting). The combiner should minimize the impact of this for those times when this is a net 0 operation.
Fixed: Floating point error in ITGLTransaction.cpp
Entries are now grouped together into Transactions.
Work Order Accounting has been much improved.
Additional information is saved with each entry.Updated GL accounting to work with new sales order adjustments.beta 1 for valley

Master

Fixed: an issue with menus on the menu bar.

OptionsExtension

The Edit->Payment Methods page was not working correctly. It now works properly.

PartConfiguration

Fixed some interface things on the Service Units tab.

PartModification

Fixed crash behavior on Part Modification screen caused by fields with dropdowns.

Parts

Fixed: a lingering issue that would keep SN's that were entered on a PO from having their locations updated.Fixed: location field for serials now loads correctly. Fixed: custom date ranges in the filter dialog now work correctly.Added some code to hopefully combat the replicate dialog showing up too often.Fixed: an error which would set all inventory serials to the be at the store of the parent part. Fixed: parts screen would tell you things had changed on the screen after saving even when they hadn't.Fixed: issue with serial #'s having an error when inserting.Fixed: issue with inserting new serial #'s
The Q&A tab no longer deletes and reinserts Q&A. Added: ability to double click documents in the serial list to open them. Added: 'last used on document' column that shows the last document a serial # was used on.Updated: The "Location" field was renamed "Store" and a new location field appended. Updated: The serial list was widened to hold the new location field and to show all other fields. Some fixes to the core item edit. Also, the tag # field is much larger.Added the transactions page.Fixed: There was a bug where the core inventory item would not get saved or loaded.Added Permissions for location updates, misc updates, pricing updates, and status updates.Fixed it so that new replenishable parts will have their tagnumber will default to vendorcode and partnumber.Changed the way that the next/previous buttons work to make it a little easier to understand.Added permissions for loading parts onto the screen and for saving parts.Added ability to print serialized tags from the Q&A screen.The tagnumber field now allows 50 characters instead of 20.Added Is a Core checkbox to advanced page.Fixed a crash when saving replenishable parts.When you create a new part, tag # now defaults to "vendor partnumber" Fixed a query error that would occur on save.The used column on the serial list on parts was removed. I made the status column more prominent.Added fields to the advanced information tab that allow you to configure return defaults (like if a part can be returned, and how many days a customer has to return it or a dirty core, etc.). Switched the price group field on the replenishable tab to Sell Price Class.Added: Functionality for connecting inventory to core inventory.
Fixed: Some odd interface labels.

Payment Entry

Fixed: Bug where payments would be added cumulatively for accounting purposes.
Fixed a rounding error that kept the screen from finalizing payment batches.
Fixed a crash that could be caused by not having the gl account set on your debit and credit adjustment types.Updated payment entry so that credits and discounts work with the new SO adjustment structure.

PurchaseOrders

Fixed: as per a request by chad, I removed reference to request document destination line # from the request list.
Added: if a PO creates TOs through a MBO, it uses the setting that defines default TO shipping method instead of PO shipping method.
Added/Fixed: if vendorpricing can't be discovered through inventorymanufacturerid/modelid lookup, vendorpricing records for this purchasevendorid/inventoryid combination are queried. This gives us a higher chance of finding VP data on a PO.
Added: the context menu now shows the global operations, no matter where you click on the screen (POs and TOs). (like fulfillments).
Added: bolded the lookup column in POs and TOs.
Added: TOs now pays attention to the default TO shipping method.
Fixed: TOs now don't let you change source/destination store if anything has been received (this was working, then was broken, and is now working again).
Added: prompts to TOs to warn the user if they're closing a TO that has uncompleted order fulfillments.
Added: if they try to change destination store on a TO, it now checks to make sure they don't have any fulfillments for the current destination store.
Added: you can now right click on the shipping method combo to save your current selection as the default.
Removed: the old, unused Document column from the TO item list.
Fixed: TOs screen now correctly creates new sources when you add items through New mode in the fulfillment dialog. Added: an icon to the attention column that signifies when order fulfillments are on a line.
Added: the fulfillment dialog now ignores requests that are fully 'promised' so as to reduce clutter. Added: purchase orders now recompute orderfulfillment.averagecost when receiving stock into an order fulfillment.
Added: TOs page now facilitates order requests and order fulfillments.
Added: icons to TOs page that show when an item has open order requests or uncompleted order fulfillments. Added: warning to TOs page CheckDataIntegrity to verify that the user knows that they're closing a TO that has open order requests.
Fixed: if saving a TO failed, the TOid in the TO# field is no longer set to "-1".
Fixed: typo in ITTransferOrderLine members.
Fixed: an issue mentioned in bug 188 where sometimes POs couldn't find records in the vendor pricing table.
Added: an icon to the attention column that signifies when order fulfillments are on a line.
Added: the fulfillment dialog now ignores requests that are fully 'promised' so as to reduce clutter.
Added: purchase orders now recompute orderfulfillment.averagecost when receiving stock into an order fulfillment.
Added: TOs page now facilitates order requests and order fulfillments.
Added: icons to TOs page that show when an item has open order requests or uncompleted order fulfillments.
Added: warning to TOs page CheckDataIntegrity to verify that the user knows that they're closing a TO that has open order requests.
Fixed: if saving a TO failed, the TOid in the TO# field is no longer set to "-1".
Fixed: typo in ITTransferOrderLine members.
Fixed a crash relating to doing vendor returns.
Added: check to make sure inventory serials were marked as received (and an icon to say when they aren't).
Fixed: various issues with serial #'s and how they were treated by the PO and TO screens.
Completely reworked order routing. Now there are order requests (created on SOs right now), and order fulfillments (created on POs right now).
Fixed an issue where all serials at the source might be transferred to the destination when a TO was marked as done receiving.
Fixed an issue where quantity received would not be set correctly the first time a posting was saved.
Fixed a potential issue where multiple people creating new postings on the same po at the same time might cause quantity received to be incorrect.
Fixed an issue where saving old postings caused quantity received to get incorrect.
Added received quantity colorizing.
Fixed an issue where deleting an item off of one purchase order, then not saving it, then saving another purchase order would cause an item to be deleted off of that PO.
Fixed some averagecost issues when posting quantity to inventory involving inherent core charges.
Fixed it so that dropship items are stocked into inventory when received.
Added the ability to violate buypackage restrictions on POs.
Fixed an issue that kept TOs from being able to be forced closed.
Fixed a gl department issue that was keeping people from saving POs.
Made sure items always load up in the order they were saved.
Fixed an issue that kept the user from opening a purchase order at the correct store.
Made transfer orders pay more attention to the store of the user when giving them permission to do things.

ReportViewer

Added a permission to disable the viewing of advanced reports.

SalesOrders

Moved: shared routing data to SharedOrderRoutingData.h for more reasonable inclusion.
Added: implementation for alternate shipping addresses changing the salesperson that the invoice is attributed to. If no valid shipping address is selected, or the selected shipping address has no default salespersonuserid, customer.defaultsalespersonuserid is used (the billing address' default salesperson).
Added: as per a discussion with Chad, I have expanded the functionality of the Refresh button on SOs. Additionally, this function is called OnSave right before CheckDataIntegrity. The reasoning for this is as follows. Chad has brought up the fact that we must refresh averagecost on items before we save/close, as they might've changed since they were added. Therefore, salesorderline.averagecost is now a cost estimate until the SO is closed.
Added: refresh button now finds order fulfillments for any open order requests.
Added: refresh button now updates items' average costs. This is much more complicated than it sounds. The GetAverageCost function takes all of the following conditions into account: salesorderline.averagecost = 1. inventory sale (depletable) - inventory.averagecost/inventory.averagecorecost 2. inventory sale (non-depletable) or pure misc/vendor misc item sale - IFNULL(AVERAGE(orderfulfillment.averagecost), 0) 3. merchandice return or core exchange - salesorderline.averagecost of creditsalesorderline 4. vehicle misc item sale - time of sale vehicle costing functionality (uses some functions and %ofPrice)
Added: order request dialog now respects the bEditable variable. Also, the SO screen utilizes this functionality appropriately.
Fixed: PO# field would sometimes blink on loading a SO even though it was filled out.
Added: SO now has an icon that tells the user that an item has open order requests on it.
Added: warning if you tried to close a SO and there are any open order requests tied to it.
Fixed: issue where backorders would sometimes not consume all possible QOH.
Added: refresh button now retrieves up to the second averagecost info (in addition to other stuff) for all items on the order. GetAverageCost has been upgraded to retrieve averagecost for items routed through the orderrouting system. This is just an estimate unless the request is 'Done' (hence why we warn people if they have open order requests and they're closing). Also, this applies to non-depleteable inventory items (since inventory.averagecost is inaccurate/void on those items), which attempt to use order routing info, and resort to inventory.cost/corecost if none is found. Added: order request dialog now shows comments in read-only multi-line ITLC_EDITs. Fixed: order request dialog was not showing the correct 'expected' quantity.
Fixed: adding a request back on that you just deleted wasn't working.
Added: the advanced tab now shows a lot more usefull information (such as back order quantity, lost sale quantity, and total quantity on open order requests).
Added: the component list on the advanced tab should now try to show something.
Moved: the component selection button from the main form to the advanced tab. I am not very good in great papers accomplishing. However, I always need Essay Introduction. Maybe, someone is able to help me?
Added: an advanced operation button/combo that allows us to set up a list of keyboard-accessible operations in a list that the user can perform without needing a large matrix of buttons.
Removed: I moved the email and return buttons into the advanced operation combo.
Added: implemented new db fields.
Added: The user can now open a Back Order dialog that allows them to define how many items to sell now and how many to BO. This info is saved and loaded so that they don't have to set up a BO right when they are closing. This fulfills a somewhat minor bug that markl mentioned in which the BO system always consumes QOH, even though sometimes some of that quantity is in a state in which it is not truly on hand and they need the ability to increase BO quantity. Functionality has been adjusted to ignore quantity on BOs.
Added: inherent core lines and kit children now BO correctly with their parents.
Added: kits now work better and more like we expect them to. No matter what the inventory record says, they are considered non-depletable, non-replenishable items. On the screen, the calculate their depletability/QOH and QA based on the minimum sustainable quantity of any of their depletable children.
Added: BO quantity and lost sales quantities are now propegated to kit children and inherent core lines.
Added: the insufficient stock icon is now in 2 levels: insufficient QOH and insufficient QA. These now trigger different warnings on save.
Added: if you save and it looks like there are 'requestable' items, it asks you if you want to do it.
Added: saving now requires that you either BO all unsustainable quantity or decrease sale quantity. (if BOs aren't allowed, other stock goes to lost sales).
Added: a 'choose operation' dialog that allows the programmer to present 3 options for the user to pick from with a prompt (I wanted a 'custom popup' dialog).
Added: saving with insufficient quantity now prompts the user to BO or put items on order requests (using above dialog).
Moved: common order request objects to shared EE objects folder.
Added: loading a saved SO refreshes collection master part info correctly now.
Added: SO subtotal/tax values are now based on quantity - backorderquantity rather than just quantity (just on open SOs). This way, the user will see the correct invoice totals if they have marked a SO to BO some quantity.
Added: misc items, job lines, and inherent cores are all marked such that they are not limited by stock. This hides the availability column for these types of items. In addition, you cannot BO a job line item anymore. Also, items that have 'infinite' availability no longer have a QOH/QA of 0 when it comes to the BO dialog.
Added: Items with BOs on them now turn quantity blue (user definable color setting).
Added: tooltip to the quantity column that shows how much the item is set to sell and how much is set to BO.
Fixed: updating existing SO payments will now properly do accounting.
Enhanced: made the comments columns wider
Fixed: PO# field would sometimes blink on loading a SO even though it was filled out.
Added: SO now has an icon that tells the user that an item has open order requests on it.
Added: warning if you tried to close a SO and there are any open order requests tied to it.
Fixed: issue where backorders would sometimes not consume all possible QOH.
Added: refresh button now retrieves up to the second averagecost info (in addition to other stuff) for all items on the order. GetAverageCost has been upgraded to retrieve averagecost for items routed through the orderrouting system. This is just an estimate unless the request is 'Done' (hence why we warn people if they have open order requests and they're closing). Also, this applies to non-depleteable inventory items (since inventory.averagecost is inaccurate/void on those items), which attempt to use order routing info, and resort to inventory.cost/corecost if none is found.
Added: order request dialog now shows comments in read-only multi-line ITLC_EDITs.
Fixed: order request dialog was not showing the correct 'expected' quantity.
Fixed: an issue that could keep back orders from consuming maximum possible QOH.
Made some changes to the way backorders are computed. This will hopefully keep some items from being BOed when not necessary.
Fixed a query error in the refresh button code.
Added: SO screen now takes alternate shipping addresses into account when assigning salesperson.
Fixed: the user can no longer edit order requests when a SO has been closed.
Updated [Bug 138]: The default tax item is now based on the store.
Fixed: bug 134. Various other improvements, especially concerning order routing.
Fixed: sales order would forget shipping method whenever you loaded it up.
Fixed: the edit item dialog now defaults to existing for serialized part serial # choices.
Added: the sales order now marks serials such that they remember what document they were last used on.
Fixed some issues with back order quantities and the refresh button.
Removed requirement for GLCategory and GLContext on Job type items.
Fixed: Dirty Core Tags should no longer print blank.
Sales orders screen now appropriately handles on hold serials.
Fixed some minor list issues.
The lines always load up in the order they were saved in. This will fix several potential issues with cores.
Fixed credit lines not properly inheriting the deplete and replenish flags from the original inventory item. This caused quantity to not be put back into stock.
Fixed some issues and possible freezes associated with loading a very large sales order.
Added the ability to do anonymous returns and anonymous core exchanges, which are returns that are not associated with any previous document.
Fixed an error on the refresh button.
Added a permission restricting the updating of customer addresses.
Added a permission restricting adding/editing/deleting of payments from the sales orders screen.
Fixed an issue on SOs that kept you from doing core exchanges. Also, they will no longer refund tax. Adding multiple items with inherent core charges to the screen at the same time works better now.
Fixed: when reopening a saved salesorder, it would think all items were serializable and that there was insufficient available quantity.
Fixed: balance/credit limit text no longer blinks red if a term is selected that overrides credit approval.
Fixed a crash caused by loading template items on.
Fixed customer lookup getting locked up when a bad search is entered.
Fixed issue where adding items from search to a closed SO would replace the last item.
Changed the code that notifies the user that they have insufficient stock to sell an item to be based off of QOH instead of QA.
Fix: issue with payments saving correctly.
Added the view alternate parts context menu choice.
Fixed the customer search on the Sales Order screen so that if you type in a customer number, it is loaded without any other searching.
COD customers no longer need to wait for credit approval on an invoice.
Should now load customer pricing correctly.

Search

Fixed: Allocation function for parts in the info tab. It was not yet aware of workorder.isestimate.Allocation infopane now shows transfer orders. Q&A inopane now ignores unavailable serials.Fixed the way that the search screen responds to the next/previous part messages. Fixed the allocation infopane to show transfer order allocations.Fixed a crash on vendor pricing search.Made queries faster. Added show alternate parts dialog/functionality.Fixed: Bug where it would crash sending parts to Work Orders (and possibly other places.)beta 1 for valleyThe base install for the most basic version of ITrack Enterprise's Search screen.

Updater

The updater has undergone some upgrades. It now shows progress of the upgrade, and notifies you when it is complete so that you can safely start ITrack again.The base install for the most basic version of ITrack Enterprise's Automatic Update program.

Vehicles

Fixed: whole unit's tagnumber is now set equal to the vehicle's stock #.Fixed: Crash printing the teardown report.Added work orders showing up on the costs tab. Added projected cost to the costs tab that shows what the cost of the vehicle will probably be when its costs are finalized.Made it so that initial vehicle costs show up in the vehicle costs tab.beta 1 for valleyThe base install for the most basic version of ITrack Enterprise's Vehicle Information Screen.

Vendor

Fixed: a crash when interacting with the alternate addresses.Fixed a crash related to saving a vendor coming from the messages page.Fixed a bug reported in bugzilla where POlines in the PO page weren't showing part #.Removed reordering list, we use inventory overview for this now. Added some more ordering minimums. These will be integrated into inventory overview soon.beta 1 for valleyThe base install for the most basic version of ITrack Enterprise's vendor information screen.

WorkOrders

Fixed: A few bugs including the infamous one where the quantity on a work order could get updated to the default quantity on load.Fixed: A few little bugs including the obnoxious jobparttemplate column count bug on template save.
Fixed: Bug where non-serialized internal work orders would not finalize due to the master part dialog expecting a valid serial number.Updated [Bug 138]: The default tax item is now based on the store. Fixed: Work Order average cost sometimes miscalculating. Fixed [Bug 136]: Work Order quantity sometimes miscalculating. Fixed [Bug 143]: Job.uselaboratcost not saving (either on Insert or on Update). Added [Bug 6]: Ability to specify a default quantity for a work order type. Changed [Bug 6]: The spin control by quantity to allow zero and negative quantities. Fixed: Crash that could occur if some information was not set on a unit on a work order being loaded. Updated: Jobs now have optionally taxable labor. The default for this comes from Work Orders::Default Tax Labor = true and is a store setting. Updated [Bug 12]: Work Orders so that customer unit mileage is transactionalized on the work order upon save. Fixed: Bug where reprint of closed work order would result in an error about accounting.Updated: Work Order Type Dialog is now visible to everyone though only editable by those with permissions. GL Categories and GL Departments for jobs default themselves in smart ways including those made from existing templates.Added: Lots of accounting goodness. Fixed: A couple small bugs. Added: The beginnings of collections. Updated: Job interface to use departments and glcategories.Fixed: You can now cancel closing during the Unit creation/Master part creation "limbo" dialogues. Fixed: Bug where it would think that someone already had editted the work order.Updated: There was a possibility that quantity could be removed multiple times from a work order if someone managed to change something about it after it was closed. This potential loophole has been closed.Fixed: Bug where Last Changed User was not initially getting set which would result in a database error when the user tried to set up the serial number on a stocked used part before saving the work order.No new features, just bug fixes and usability improvements. Updated: When loading a closed work order the focus is moved to an enabled control so the keyboard will be immediately useful. I chose the save button as the default since if someone is opening a closed work order they probably want to reprint it. Fixed: But where jobs would not have proper defaults on their printing. Fixed: A crash that could occur under certain uncommon circumstances when jobs are not able to display correctly.Fixed: A nasty crash that would occur when adding a part via the search screen without having a line selected.Fixed: Issues with taxation. Fixed: Issues with not updating changed price information from parts.Fixed: Bug updating jobs.Fixed: Issue with UseLaborAtCost not saving on jobs. Added: Ability to clear customer.Fixed: A Bug where fixed labor charges were not being remembered after the job dialog was closed.Fixed: Jobs not updating Updated: Clock Entries get their theoretical cost immediately. Fixed: Tax item are now correctly selected on Work Orders and paid attention to. Fixed: Work Order Type box should not be disabled in template mode. Fixed: On Save of Work Order, if the type is inventory, made sure that the unit and customerids are set to null. Likewise on a customer order made sure inventory is set to null. Fixed: Bug where in auto-mode on an inventory work order the serial number would be created before the save causing you to have to select an existing serial number on the save of the work order. Fixed: A bug where the screen would crash if you removed an item from the part list by clearing its text, and then went and did just about anything else. Actually, I "fixed" this by removing the feature of being able to remove lines that way. Added: Functionality for multi-line edits on the Customer Unit options edit area. Thanks goes to Dillon for this handy List Control feature. Added: Functionality for multi-line edits on the master and regular part dialogs.Some fixes to little bugs. Added ability to finalize to an existing Sales Order. Added customer unit edit box always popping up on finalize to confirm settings.Fixed: Bug where work orders would not update properly (SQL error).
Added addressing and lots more options to the work order type dialog. Fixed lots of things.Lots of little fixes on work orders that came from discussions with Mark and Dave C. at Valley. The new Transaction list is mostly hooked up. Work Orders: ----------- Updated: Job now defaults to not print parts or labor. Fixed: Little issue on work orders where it would open the master part dialog unnecesarrily when opening a saved W.O.. Fixed: Complaint/Cause/Correction edits were not getting cleared properly. Added: Feature to work orders where if none of the Q&A is filled in, then it is requested at the time of finalization. Updated: Changed the column order on the parts list so that description comes after price. Fixed: Work Orders finalizing now no errors on secnod save. This also fixed an annoying issue where you would get an error message if you partially created a work order, re-opened it and then finalized. Fixed: Bug where uselaborascost was not getting saved for jobs as a result of a missing boolean in ITJobBase::operator=().Fixed: Potential crash when clearing the screen.Fixed: shoppercent error Added: Edit Item button which right now allows you to edit the serial number and see the options on the part. Updated: The job display code so that it runs faster and so that there is a message when it starts and finishes loading parts.Filename was wrong in update.Made the screen more robust when receiving data from other screens. Made it so that serialized master parts will be asked about their serial number upon being added.Fixed: Issues with printing. Fixed: Issues with making new customer units. Fixed: Issues with description/notes fields not saving/loading correctly sometimes.Lots of fixes to the labor system and dialogs and several to the parts systems. Other interface updates. A few improvements to the interface especially with regards to security/data integrity and convenience.Fixed: Lots of various bugs.Added some additional functionality for miscellaneous units.

2011-07-19

MAS90Accounting

Fixed: an issue where saving a customer WO after it had been finalized might reverse final WO accounting.==2011-07-14==

Deliveries

Added: buttons to allow the user to print the current lineitem list (or a picking list) or export the current lineitem list to various output files.
Added: document type filters.
Added: counterperson and location filters.

Master

Fixed: if the updater failed to start for some reason, ITrack could crash.==2011-07-12==

===TEST UPDATE===testanother testThird test.Another test note.

Testing whether master can handle certain update features.

Database Updates

Fixed: vpickablejobpart now correctly shows its document type and recipient name.
Fixed: a field that is being removed from salesorderdocument is now removed from v_invoice.

Deliveries

Added: document list now displays all document types, not just sales orders.
Added: document list is now automatically sorted by descending date.

Master

Added: Itrack now remembers the update change log for the current set of updates that have been downloaded between updates. If another update happens before the last updates are applied, the update change log dialog will get locked down during the update, then updated to reflect the new files once the downloads are complete.
Added: ITrack now monitors if the user has been idle. If they have been idle for at least 30 minutes, and there are unapplied updates waiting, the change log dialog will pop up to prompt the user to restart.==2011-07-11==

Accounting

Added: icons on buttons and menu items, and support for new menus and database connections.

Common Resources

Added: the TreeReportDialog now uses the ITTree's callback based traversal operations for filling the tree
Added: lots of icons used by various screens.

CoreManagement

Fixed: store lists should be sorted correctly now.
Fixed: a query error that would appear if the user had no perimssion to view returned cores at any store.

Customer

Added: by user request the payment info page now has an "Average Cost" option in the pricing dropdown. In order to be unambiguous, the existing cost option has been renamed to Replenishment Cost.

Database Updates

Changed: I'm re-running the updates from versions 180 through 182 because the version of ITrack.exe people had wasn't doing some updates correctly.
Added: a unique key to inventory Q&A questions.
Added: all used vehicle Q&A has been moved into whole unit Q&A. This is because we're phasing out the vehicle (teardown based) Q&A.
Added: the option for average cost pricing levels on customers' default pricing levels.
Added: new quantitypicked and quantitydelivered columns to the SO line table.
Removed: unused immediatetransferquantity field from soline.
Removed: unused prepickdefault field from the so document table.
Added: autopick column to the shipping method table. This will allow the user to specify that some shipping methods automatically pick items on documents with that shipping method (skipping the picking interface on the deliveries screen).
Removed: the views vpickablesalesorderline and vundelivereditems, which will no longer be used in the new deliveries system.
Added: vpickablesalesorder_line view. This view is used for showing which salesorder line items should be picked on the picking list of the deliveries screen. Similar views will be created in the future for other document types.
Fixed: the pickable SO lines view now ignores inherent core lines.
Added: a function that updates the quantity picked for a SO line.
Added: a trigger that fires when delivery line history rows are inserted that updates the corresponding SO line's picked quantity.
Postponed: the DROP/REMOVE field statements until next week. I figure this will make updating easier.
Added: the deliver line history triggers now know what to do about other documents (not just SOs) now.
Added: functions for updating the picked quantity on lineitems on other documents than SOs.
Added: views for selecting out the pickable line items for documents other than SOs.

DataManagement

Fixed: an error where optional fields used to find items to update (requirement level of UPDATE) were being considered required. This would keep the user from being able to import if these items weren't mapped.

Deliveries

Fixed: a query error in the last version of the screen.NOTE: the following is part of an in-progress upgrade of the deliveries system. This change represents a rewrite of the picking tab, and lays the groundwork for changes on all tabs of this screen. However, this is not finished. Please contact us with any suggestions or comments.
Changed: the picking tab no longer has the radio buttons for different modes. Its always used to pick now.
Added: the document list now has a picking progress column which shows the % the document has been picked so far.
Added: a document filter pane to the top of the screen, allowing the user to filter the documents they wish to view. This includes date range, hiding open documents, and hiding fully picked documents.
Added: the progress columns for documents and lines now update as the user changes the pick quantities.
Added: colorization to the progress columns.
Removed: some unnecessary queries when loading results onto all 3 tabs of the deliveries screen, especially where the shipping method list was concerned. This should greatly improve speed.
Fixed: scroll bars no longer appear at minimum resolution.
Fixed: various resizing issues on the picking tab and the configuration page.
Changed: the "So Far" "To Do" and total quantity lineitem fields have been combined into a single "Picking Progress" column.
Added: the two 'hide' filter checkboxes now get saved to the user's preferences.
Fixed: document lines being loaded twice when the screen is first opened.
Added: all detail lists are read-only (greyed out) when nothing is selected in the previous list. (IE lineitem list is read-only if no document is selected)
Added: document detail now loads up when you first visit a document. This data is saved, so that document won't need to query the database again unless the user hits refresh.
Added: the "New" column values are now stored in a special place so that any work the user has done won't be lost if they hit refresh.
Added: the document list is mutli-select now. This enables the user to select as many documents to view at once as they wish.
Added: a document column to the lineitems list which is visible whenever more than one document is selected.
Added: if the user hits refresh, the previous set of documents will get selected again.
Fixed: an issue where clicking on a new document wouldn't update the new picked quantity.
Added: the picked quantity will be saved even if the user hits the refresh button. THe progress columns will now reflect this.
Added: hitting apply once again attempts to save picking document lines.
Added: double clicking items now opens the customer/vendor/part/document depending on which line you double click on and what column you clicked.
Fixed: the pick quantity fields are now smarter about what they let the user enter.
Added: the history list should work again.
Fixed: the refresh button now cleans out old lineitem information.
Fixed: query error when saving delivery lines.
Added: the date range fields now affect the results.

ITMySQLConnection_d

Changed: various internals have been modified in order to speed up common operations. This should help make all queries faster, but requires all screens to be updated.

===ITSQLFramework===Various speed improvements.

Master

Fixed: an issue when appying database updates that could cause a hang or for some updates to not be applied.
Fixed: an issue where, if ITrack checked for updates, the previous # of updates requiring a restart would be cleared.
Fixed: an issue where ITrack would lose update todo items when starting up.
Added: exception handling for CExceptions. Apparently these exceptions follow a different handling path than other exceptions, so we weren't catching them, which comes into play in release mode.
Fixed: an issue where debug assertions wouldn't parse out the filename correctly if there were any parenthesis in the path name.
Added: when filename is reported to the error reporter, it now does the top 2 directories in the path name rather than just the top 1 directory.
Fixed: a coloration issue related to the menu bar at the top of ITrack. Namely, the menu bar was using the wrong color for the background in some situations on some operating systems.
Added: support for the new menu items, which can be at any depth (before they had to be only 1 or 2 menus deep).
Added: support for icons on all menu items.
Added: if a menu is added without an icon, then looked for later by another screen who does have an icon for that menu, that icon will be assigned to the menu.

PartConfiguration

Removed: the teardowns page and the corresponding add teardowns dialog. Vehicle teardowns have essentially been replaced by whole unit part templates. This change will require some modifications to the way vehicle Q&A works.
Removed: references to teardown selection on the vehicle make model tab.
Added: grid lines to the vehicle make model tab for easier reading.

Parts

Fixed: the user was unable to navigate between property pages with the keyboard.
Fixed: if the user navigated to a model on page 2 (or higher) in the model dropdowns, what the user was typing would get cleared out. In addition, the value wasn't being sychronized to the other model dropdown.
Fixed: an issue where the model dropdown might not disappear if the user hit the enter key to choose an option and close the dropdown.
Fixed: several rare crashes related to the paging combo box.

PurchaseOrders

Fixed: scroll bars no longer appear at minimum resolution on windows 7 machines.

ReportViewer

Fixed: an issue where, if the user had a query error or waited a very long time after previewing a report, all report previews would fail until ITrack was restarted.

SalesOrders

Removed: the immediate transfer quantity field. This was a (mostly unused) field that allowed the user to auto-pick/auto-deliver a certain quantity of an item before it even showed up on the deliveries screen. This should be redundant with the new deliveries system.
Removed: the "prepick default" checkbox on the configure sales order documents dialog. This field was designed to allow the user to pick some sales order documents that automatically marked all items as picked. This behavior should be moved to the shipping method system.
Added: 2 new fields to the sales order line: quantity picked, quantity delivered. Currently, these are read-only behind the scenes values calculated from the deliveries system (for faster lookups). In the future, they may display on the SO/be directly editable.
Fixed: scroll bars no longer appear at minimum resolution on windows 7 machines.
Added: the configure shipping methods dialog now has a column for the new auto-pick field.
Fixed: the screen no longer looks for the prepickdefault field in the sales order document table.

Search

Changed: all vehicle Q&A now looks only at whole unit Q&A.
Added: the save image copy dialog now opens to the user's desktop instead of the images directory. This is because some yards may have been experiencing issues when users opened file browse dialogs to a very large images directory if the user is viewing the files in thumbnail view (windows locks some image files while it builds thumbnails).

Updater

Removed: dependencies on third party windows libraries. They are now statically compiled in so that this executable should always be able to run.
Added: various improvements to the way .todo files are read in and written out. This may solve some situations in which todo items are lost.

Vehicles

Tweaked: lots of minor UI adjustments to make the screen look better, especially at the minimum resolution.
Added: there is now a type edit/dropdown and a category dropdown on the basic page of vehicles. These correspond to the same named fields on the whole units tab. The values synchronize between the tabs. This allows users to more easily see/fill out all required fields from the basic tab. These fields are hidden whenever the whole units tab is hidden.
Added: all the required fields on the basic tab and whole units tab now show indication that they are required.
Merged: unit Q&A and vehicle Q&A. All vehicle Q&A has been moved into whole unit Q&A.
Fixed: an issue where new teardown items would show a quantity, but they would be created with 0 QoH.

WorkOrders

Changed: the resizing code to fit in minimum resolution better, as well as to fit the icon buttons better.
Added: icons to various buttons.

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Changelog

Enterprise Desktop

legacy/2012-09

2012-09-18

Deliveries

eBay

General

Location Management

Parts

Parts Configuration

Purchase Orders

Sales Orders

Work Orders

Report: Sales Order 11in

legacy/2012-08

2012-08-28

Customer

Data Management

General

Inventory Overview

Parts

Purchase Orders

Report Viewer

Report: Pick List

Report: Sales Order 11in

Report: Tag

Sales Order

Search

Work Order

legacy/2012-07

2012-07-11

Report: Pick List

2012-07-10

Data Management

Report Viewer

Sales Orders

2012-07-05

Core Management

Data Management

General

Parts

Purchase Orders

Report: Sales By Customer

Report: Sales Order 11 in

Sales Orders

Work Orders

legacy/2012-06

2012-06-25

General

2012-06-19

General

Permissions

Report Viewer

Settings

legacy/2011-12

2011-12-07

RPT: PickList

2011-12-12

Accounting

Appraisals

Common Resources

CoreManagement

CreditApproval

CrystalReports

Customer

CustomerList

Database Updates

DataManagement

Deliveries

EBayExtension

EDocumentsExtension

GlobalSettingsExtension

Home

Interchange

InventoryOverview

ITMySQLConnection_d

ITrackOnline

ITSQLFramework

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MAS90Accounting