Differences

This shows you the differences between two versions of the page.

Link to this comparison view

control_release_notes_5.1.1406.1601 [2019/01/30 09:23] (current)
Line 1: Line 1:
 +====== ​ ======
 +
 +
 +
 +===== Changes =====
 +  - Additional Security right added to Security Setup for Adjusting Part Usage
 +    * Setup > Security Setup> Transactions > Orders > Adjust Part Usage
 +  - As a User with Post Usage rights, I can post part usage cards from an Order explorer via modal dialog (7070)
 +    * http://​control.cyriouswiki.com/​Inline+Part+Usage+Posting
 +  - As a user, I can group payment methods (7088)
 +    * http://​control.cyriouswiki.com/​Control+5.1+Online+Credit+Card+Changes
 +  - As a User, I can use multiple merchant accounts setup in Control. (6798)
 +    * http://​control.cyriouswiki.com/​Control+5.1+Online+Credit+Card+Changes
 +  - Inventory - Changes to the inventory unit type needs to prompt the user with warning message about Cost and Inventory levels (7141)
 +  - Explorers - Add the Estimate Variation Name to the Line Item Explorer (7263)
 +
 +
 +
 +===== Defect Fixes =====
 +
 +
 +
 +==== Access Violations ====
 +  - Error when you click Show Inactive in Report Menu Setup if All Reports is not expanded (6947)
 +  - #236346 - Unable to export Product information when column is expanded (6406)
 +  - Changing the rounding in System Setup and then editing an order will cause an A/V (7108)
 +  - #244573 - A/V when selecting the Production Tab of a new Credit Memo (6885)
 +  - Security Setup - A/V on changing a groups rights from "Mixed (Group)"​ to "​Allow"​ (5514)
 +
 +
 +
 +==== Activity Manager ====
 +  - Description for reminder field writes over the phone number. (6924)
 +  - #204560 - Activity Role does not allow for selection in the Activity Manager. (5736)
 +  - Print Order Reports option is not pulling in Order/​Company data (7018)
 +  - Add the "Roll Over if Not Completed"​ button to the Work Assignments screen in the Activity Manager (7240)
 +
 +
 +
 +==== Avalara / Shipping ====
 +  - Lock Orders from Avalara Computations on Posting Part Usage (7054)
 +
 +
 +
 +==== Company & Contacts ====
 +  - #239863 - Ability to create companies with duplicate names as a Vendor (6612)
 +  - A/V on new Company Save when you leave (none) in the Division selection list on Company tab (7195)
 +  - Can't use the drop down list to choose a 2nd Salesperson on Contacts tab of a Company (7279)
 +
 +
 +
 +==== Dashboards ====
 +  - A/V on Layout Designer instrument - Remove the Design menu from the Add Instrument list (5123)
 +  - #247486 - Contact link in Transaction UDF instrument leads to wrong area (7045)
 +  - #223183 - Accounting - Financial Throughput Summary refresh rate changes are not saved correctly
 +  - Newly Shared Dashboards do not appear until restart of Control. (6525)
 +  - #234930 - Grouping settings not being saved on dashboard or explorers (6258)
 +
 +
 +
 +==== Explorers ====
 +  - #230742 - The color of order line items aren't changing depending on Priority in Line Item Explorer (5928)
 +  - RecordIndex out of range error when trying to group columns in Purchase Order Explorer (7252)
 +
 +
 +
 +==== Financial ====
 +  - #248064 - Credit Card Processing - Incorrect Address being sent when processing. (7106)
 +
 +
 +
 +==== Inventory ====
 +  - #247961 - Unable to update warehouse table from version 0 to 3. Violation of primary key constraint (7102)
 +  - Inventory units that are changed do not refresh until you exit/enter part setup again. (7140)
 +  - Control Crashes on Creating Warehouse Inventory Items (7158)
 +  - Inventory transfer is happening when the estimating warehouse is the summary record of the warehouse for the product (7144)
 +  - Setting Order Status to Built is causing Part Inventory to appear available (7187)
 +  - Low Inventory messages no longer occurring (7262)
 +  - Incorrect Inventory Transfer records are not being cleaned up automatically by Control (7329)
 +
 +
 +
 +==== Orders ====
 +  - Payment Entry - Order total decreased below the payment total. $ will be transferred to Company credit. (7125)
 +  - Payment Entry - Discount is being removed from the amount paid and leaves a balance when Order is Closed (7126)
 +  - Order Activities - Using options for "​Automatically Close Orders when Fully Paid" is not working for WIP and Built (6753)
 +  - #248439 - Payment Entry - Selecting a Contact that has a pre-defined payment method is not activating the Post button correctly (7190)
 +  - Order Entry - Adding a Shipping line item after a shipment has been processed causes the wrong income account to be credited (7260)
 +
 +
 +
 +==== Payroll ====
 +  - Payroll - Typo on Information popup in View Payroll area when trying to Print Checks (7075)
 +
 +
 +
 +==== Products, Parts, Pricing ====
 +  - Warehouse - Cloning a Part that is not currently tracking inventory is causing it to show duplicates of the Warehouses available (7189)
 +  - Warehouse - Making a warehouse group inactive is not making the warehouse items inside of it inactive (7120)
 +  - #247580 - Warehouse - Warehouse and warehouse summary cost of parts is not the same (7139)
 +  - #247580 - Warehouse - Warehouse records need to always be displayed in the same order (7124)
 +  - Warehouse - Part Setup - Inventory - Remove warehouse summary line if only one warehouse item is in that group (7122)
 +  - Warehouse - Making a warehouse group inactive is not making the warehouse items inside of it inactive (7120)
 +  - Parts - Control is allowing you to choose a Part Sub-Category as the category listing for a parent, causing a loop effect (7132)
 +  - Parts - Unable to update database to 5.1 due to Part categories being in a loop (7131)
 +  - Pricing Setup - Part Setup - Detail section of Inventory tab in Part Setup is cutting off names of Warehouses/​Divisions (7315)
 +
 +
 +
 +==== Production Terminal ====
 +  - #250109 - Not able to view Estimates in Production Terminal (7198)
 +
 +
 +
 +==== Purchase Orders & Bills ====
 +  - PO & Bills - Please select a valid warehouse for the line item. (4856)
 +  - #233187 - Purchase Orders can not be saved if linked to an order for a different Division (6174)
 +  - Purchase Order Items Explorer - Setting the status via the explorer does not apply the same as from the PO itself (6531)
 +
 +
 +
 +==== Report changes: ====
 +  - #248393 - AlternativeCheckReportCheckAtTop01
 +  - #248393 - FullPageCheckReportCheckAtTop01
 +  - #248393 - FullPageCheckReport01
 +  - #248393 - StubHalfCheckReport01
 +  - #238057 - OrderAnalysisMaster01
 +  - #248397 - PayrollRecapEncapsulated
 +  - #244153 - CheckRegister
 +  - #248453 - Income Statement (Division)
 +  - WorkOrder01
 +  - Estimate01
 +
 +
 +
 +==== System Setup ====
 +  - #232463 - Changing list order of Custom Date Ranges causes List Index Out of Bounds error (6060)
 +
 +
 +
 +==== Miscellaneous ====
 +  - Need 3 indexes added to customer databases to increase speed of certain reports (7098)
 +  - exception_occurred_while_checking_for_cyclic_part_categories:​ Cannot assign a default value to a local variable (7145)
 +  - List Index Out of Bounds on Part tab of the Design pricing form (7188)
 +  - exception_occurred_while_checking_for_cyclic_part_categories:​ Cannot assign a default value to a local variable (7145)
 +    * [[exception_occurred_while_checking_for_cyclic_part_categories|http://​control.cyriouswiki.com/​Exception+occurred+while+checking+for+cyclic+part+categories]]
 +  - Installation - Add additional Franchise company'​s SystemConfig to Installer (7110)
 +  - Remove the Edit button from the Walk-In Company (7239)
 +  - #238660 - Employee Setup - System locks when changing alt users password if logged in user ignores their own pass change warning (6494)
 +  - #222909 - Part Usage Cards - Attempting to add nil as a dependent of TPartUsageCard_BR (5228)
 +  - Shipments - Added additional indexes to table to improve performance. (6723)
 +  - Increase the size of the Flag pop up window, and auto wrap the text (6063)
 +  - Imports - Tax Exempt Number was removed from Companies import template and needs to be added back (7241)
 +  - Part Usage Cards - Posting part usage cards for an Order via Control (and PT) is not including the Equipment and Labor parts (7275)
 +  - #227039 - Divisions - - Finance charges are disregarding selected Order divisions when applied (5577)
 +  - Estimate Entry - Default Invoice Notes appearing on Estimate when created from Action Toolbar (7092)
 +  - GL colors not correct when Order marked as Sale, or when entries are manually edited (7311)
 +  - Tools - Retroactively Closeout - List index out of bounds (-1) error when clicking Delete Close Out with none available (7316)
 +  - Tools - Retroactive Closeouts are overlapping incorrectly depending on how they are inserted (7320)
 +  - Exports - Open button needs to be changed to a Save button, as it prevents you from saving in certain locations (7273)
 +  - Backup Database - You are able to get around the required backup when updating to newer version of 5.1 (7192)
 +  - Make speed improvements to Order Entry dynamic list population (7336)
 +
 +
 +
 +===== Backwards Compatibility =====
 +
 +
 +
 +These changes are backwards compatible with the previous version of Control.
 +
 +
 +