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
CrystalReports
Customer
- Fixed: possible query error related to the new deprecated delivery zone in salesorders.
- Added icons
CustomerList
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
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
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.
Login
- 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.