Differences
This shows you the differences between two versions of the page.
|
control_release_notes_5.1.1409.2902 [2019/01/30 09:23] |
control_release_notes_5.1.1409.2902 [2019/01/30 09:23] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| + | ====== | ||
| + | |||
| + | |||
| + | |||
| + | ===== Changes ===== | ||
| + | |||
| + | |||
| + | |||
| + | ==== Activity Manager ==== | ||
| + | - Miscellaneous - Need to change the background color of the activity types on the calendar (7473) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Avalara / Shipping ==== | ||
| + | - Shipments - Add Shipped Due Date and Shipped Date to Import Addresses feature. (7466) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Explorers ==== | ||
| + | - Explorer - Add the Print button the the Shipments explorer (7738) | ||
| + | - Added " | ||
| + | - Explorer - Add UDF option for Column Chooser on the Service Ticket Explorer (7815) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Macros ==== | ||
| + | - Macros - Enable ability for users to disable all macros under a system category by unchecking the Active box for the category (7632) | ||
| + | - Macros - Ability for actions in a macro to be processed one record at a time. (7683) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Products, Parts, Pricing ==== | ||
| + | - Products, Part, Pricing - Allow users to evaluate selected text in the formula debugger (7492) | ||
| + | - Production Home - This feature has been removed, it was deprecated years prior. (7491) | ||
| + | - Pricing Setup - Part Setup - Location column/list needs to change into a list similar to the Position list in a Company record (7469) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Miscellaneous ==== | ||
| + | - Miscellaneous - Prevent users from setting up their employees as Partial Users if they have not purchased Partial User licences (7365) | ||
| + | - Miscellaneous - #256612 - Enable editing of the SKU area on the Adjust Inventory/ | ||
| + | - Miscellaneous - Add a manual Evaluate button to the Formula Builder screens throughout the system (7629) | ||
| + | - Activities - General Ledger columns for Debit/ | ||
| + | - Logs - Purge log files greater than 30 days old on SSLIP startup (7711) | ||
| + | - Estimates - Allow negative Total Price for Estimates (7721) | ||
| + | - Misc - Add EnteredBy options to Order and Estimate merge fields. (7752) | ||
| + | - Purchase Orders - Choosing a non vendor company as a vendor for a Purchase Order should force the change while informing them (7813) | ||
| + | |||
| + | |||
| + | |||
| + | ===== Defect Fixes ===== | ||
| + | |||
| + | |||
| + | |||
| + | ==== Access Violations ==== | ||
| + | - Access Violation - Changing the Priority of an Order after you have canceled out from an Edit causes A/V and other errors (7522) | ||
| + | - Access Violation - A/V when trying to add items on the Schedule tab of an Order (7544) | ||
| + | - Access Violation - Editing from the Parts tab and switching to Items tab quickly causes A/V (7524) | ||
| + | - Access Violation - A/V when you select a GL account as the Member of selection by using the ellipses option in Chart of Accounts (7743) | ||
| + | - Access Violation - A/V in Reporting Setup after using the Close All Windows feature (7816) | ||
| + | - Access Violation - A/V in Explorers when you have UDF columns visible (7834) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Accounting ==== | ||
| + | - Accounting - You are able to have the same name for an account group and an account in Chart of Accounts (7744) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Activity Manager ==== | ||
| + | - Activity Manager - Completing an activity as scheduled not always marked as scheduled. (7476) | ||
| + | - Activity Manager - Equipment calendars disappear upon restart of Control, and only appear when performing certain steps (7571) | ||
| + | - Activity Manager - Activities get duplicated when a user tries to complete it if another user has that activity open (locked) (7555) | ||
| + | - Activity Manager - Time not adjusting itself properly on load if AM started in the 1 or 5 day views (7665) | ||
| + | - Activity Manager - Service ticket explorer doesn' | ||
| + | |||
| + | |||
| + | |||
| + | ==== Avalara / Shipping ==== | ||
| + | - Shipments - Creating a 3rd Party One Time Use Shipment using a 3rd Party Ship From, the Shipping Address displays as n/a (7569) | ||
| + | - Shipments - #256702 - Address Import Optimization (7570) | ||
| + | - Shipments - #256256 - When converting an estimate to an order, the quantities in the shipments are being doubled. (7608) | ||
| + | - Miscellaneous - Taxes are not changing when your companies billing address changes locations (7600) | ||
| + | - Shipments - #259271 - Taxes are not correct and seems like it's using online lookup when it's not (7718) | ||
| + | - Shipping Tab - #235347 - Editing a One time Use address does now allow updating of the Contact field on the shipping tab (6346) | ||
| + | |||
| + | |||
| + | |||
| + | ==== CHAPI ==== | ||
| + | - Installation - Changes needed to SSLIP due to port issues when updating Chapi manually. Change the License not found message (7658) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Company & Contacts ==== | ||
| + | - Company and Contacts - Refresh issue on Contacts tab of a Company record (7595) | ||
| + | - Company and Contacts - #257729 - Able to remove Account # for Shipping under Company record without being in Edit mode (7692) | ||
| + | - Company and Contacts - Default area code is changing phone numbers that have been established previously (7694) | ||
| + | - Company and Contacts - #232426 - Credit card number field cleared when unmasking after initial save (6058) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Dashboards ==== | ||
| + | - Dashboards - Need to expand the card area on the Post Part Usage Cards dashboard to show entire Part usage card (7314) | ||
| + | - Dashboards - #223507 - Production-Real Time - WIP Order instrument is not defaulting to only WIP orders (5288) | ||
| + | - Instrument Panels - #238634 - The Contact Detail (Full) and (Limited) instruments are missing from 5.1 Dashboards - (6484) | ||
| + | - Instrument Panels - #235403 - Unable to select a saved Activity Explorer query in dashboard instruments (6357) | ||
| + | - Instrument Panels - Station selection list not wide enough to show full entries in many areas (5122) | ||
| + | - Dashboards - Marketing and Advanced Explorer - Marketing Change Service Contract List index out of bounds (-1) error (5133) | ||
| + | - Dashboards - #223105 - A/R Summary instrument' | ||
| + | |||
| + | |||
| + | |||
| + | ==== Email ==== | ||
| + | - Email - #259337 - Message is not allowing users to overwrite entries multiple times. Sends original entry instead. (7735) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Explorers ==== | ||
| + | - Advanced Query Setup - Unable to use is not null and Not equal to "" | ||
| + | - Miscellaneous - There is a drastic speed difference on initial load of the column chooser for the Line Item Explorer (7657) | ||
| + | - Explorer - Columns are being rearranged when you bring up the column chooser (7695) | ||
| + | - Explorer - #244220 - Historical Order Explorer not searching on text based fields correctly (6856) | ||
| + | - Explorers - #259297 - "Copy New Line Item" pulling all records regardless of system setting (7719) | ||
| + | - Explorer - #253153 - Created/ | ||
| + | - Explorer - #244218 - Historical order explorer is using invalid operations to query the historical orders (6855) | ||
| + | - Explorer - When you export from grid to Excel, the currency values are not coming across as numbers but as text (7696) | ||
| + | - Explorers - Taxable Amount column is showing as $0.00 on Order Explorer until Order Edit occurs (7848) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Inventory ==== | ||
| + | - Inventory - Reserved Part Usage never reduced when automatic part usage card creation set to never. (7484) | ||
| + | - Inventory - Cloning a part causes the inventory tab to show all parts (7495) | ||
| + | - Inventory - #256730 - Sum of Parts linked to WIP orders does not equal the part's Quantity Reserved number (7613) | ||
| + | - Inventory - Stockroom Manager Transfers between warehouses not updating qty's properly. (7691) | ||
| + | - Inventory - #260294.2 - Able to create a negative balance for On-Order via Receiving Documents (7804) | ||
| + | - Inventory - Closing a P.O. moves inventory back to on order when Accounting module is enabled (7842) | ||
| + | - Inventory - Inventory is not going back to original numbers when you cancel out of a Purchase Order (7839) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Macros ==== | ||
| + | - Macros - #254727 - The " | ||
| + | - Macros - UDF Macro Action not retained when using a category that doesn' | ||
| + | - Macros - Macro Setup - All macro categories will auto expand on first selection of any macro (5302) | ||
| + | - Macros - Macros Fire Twice when Orders are closed automatically when moved to Sale (7755) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Orders ==== | ||
| + | - Order Entry - #257327 - Getting a PK error when using the Additional Finishing Hours modifier on a SW database (7664) | ||
| + | - Order Entry - Trying to Click Add Part on an Order/ | ||
| + | - Order Entry - Line items are disappearing from the Parts tab of an Order (7423) | ||
| + | - Order Entry - Unable to use the "Make Recurring" | ||
| + | - Order Entry - #256438, 255078, 255251 - Contact on Order is not changing the invoice address properly (7363 - rework) | ||
| + | - Order Entry - #202291 - Image Variable not refreshing record in database when thumbnail updated. (5735) | ||
| + | - Order Entry - Clones of Closed Orders say Closed instead of New if you clone the Closed Order immediately (7196) | ||
| + | - Recurring Order Entry - #226995 - Sales & Marketing - Recur Every spinner inherits the value of End After spinner upon saving (5586) | ||
| + | - Order Entry - Initial right clicking of a line item after transactions have been saved causes line item to not be selected (7697) | ||
| + | - Order Entry - Normal Due Date fields not appearing when cloning all recurring orders and saving as Order (7710) | ||
| + | - Miscellaneous - Error in moving orders to History when there are POs which their defaultOrderID are among the orders about to be moved (7747) | ||
| + | - Order Entry - Production Tab is not refreshing correctly when new items are added to an order (7841) | ||
| + | - Order Entry - Parts Tab is not refreshing correctly when new items are added to an order (7845) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Payment Entry ==== | ||
| + | - Payment Entry - #251070 - Closed Orders that are paid off are showing up when processing payments (7367) | ||
| + | - Payment Entry - #254741 - When editing a payment journal, the payment is doubled on the order (7477) | ||
| + | - Payment Entry - Incorrect Customer Deposit Entry being made when payment applied via Payments (Receipts) screen (7671) | ||
| + | - Payment Entry - Refresh button causes Orders to disappear when only one order is present (7670) | ||
| + | - Payment Entry - #257286 - Tax exemptions not coming over properly from 4.6 to 5.1 (7679) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Payroll ==== | ||
| + | - Payroll - #258113 - Payroll information in the YTD / PayHistory screen is incorrect for employees who have different pay types (7840) | ||
| + | - Payroll - Overlapping text in the FUTA & SUTA screen in Payroll Setup (7638) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Products, Parts, Pricing ==== | ||
| + | - Pricing Setup - #237912 - Lookup Tables do not let you arrow through the fields (6438) | ||
| + | - Part Usage Creation - Adjusted wording of Material cards setting. (7486) | ||
| + | - Part Usage - Posting Negative Part Usage Card causes overstated Reserved Qty (7494) | ||
| + | - Pricing Forms - #255270 - No longer able to tab through the fields properly | ||
| + | - Pricing Setup - Product Setup - Clicking the remove button on the Parts tab of a product shouldn' | ||
| + | - Pricing Setup - Product Setup - Checking a part on the parts tab of a product should only check one on first selection. (7573) | ||
| + | - Miscellaneous - You are able to edit (temporarily) the text of the Types in the Formula Builder (7641) | ||
| + | - Part Usage Cards - Part is using the incorrect value of Fixed Cost instead of Variable Cost as expected (7667) | ||
| + | - Pricing Setup - #254775 - Some changes made from the Adjust Part Information screen are not actually being saved (7540) | ||
| + | - Pricing Setup - #259299 - Discount Table is appending a number to the back of the current value instead of replacing it. (7720) | ||
| + | - Pricing Setup - The Insert boxes for Dynamic Part Category and Parts are not tall or wide enough. (7713) | ||
| + | - Pricing Setup - Expand the far left areas default width when you go into various setup areas in Control (7712) | ||
| + | - Pricing Setup - #248006 - Large lookup tables are slow to respond when entering in data (7105) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Production Terminal ==== | ||
| + | - Production Terminal - #238825 - Production Terminal should show Display Units on the Part listing screen (6501) | ||
| + | - Production Terminal - Need to limit the amount of characters that show up from the products description field (7749) | ||
| + | - Production Terminal - #230690 - Adjustments to filtering is needed to match previous versions (5922) | ||
| + | - Production Terminal - Adjust Timeclock in PT to display all the employees shown on Timeclock, not just PT allowed users. (7771) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Purchase Orders & Bills ==== | ||
| + | - Purchase Orders - Linking a PO to an Order is changing the costs of line items on the Order (7551) | ||
| + | - Purchase Orders - When you press Enter on the PO (Copy from Order/ | ||
| + | - Purchase Orders - "Not a Valid Amount" | ||
| + | - Purchase Orders - #237898 - Add the ability to add the PO's entered by person' | ||
| + | - Purchase Orders - #254980 - Remove ability to change Division on an Order if a PO is attached to it currently (7541) | ||
| + | - Purchase Orders - #226970 - POs that are able to be converted to Vendor Credit Memo and stay open cannot be Saved after an Edit (5593) | ||
| + | - Purchase Orders - The predictive text for Item Type and Item Name is slow (7628) | ||
| + | - Purchase Orders - #260294.3 - Able to receive inventory multiple times from a single purchase order (7806) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Reports: ==== | ||
| + | - Reporting Setup - Cancel doesn' | ||
| + | - Reports - Unable to delete an entire folder of reports in Reporting Setup (7808) | ||
| + | - Report Setup - Report Security Rights default to (none) when a change is made to a System Crystal Report (7812) | ||
| + | - Report Setup - Reporting Setup gets locked up when you exit out of an Edit using "Close All Windows" | ||
| + | - Reports - #260066 - Group reports are not being attached to Orders properly and are sending duplicates of a single report from the group (7785) | ||
| + | - Setup - Reporting Setup - Using the Close All Windows feature under the File menu will close a report that's in Edit mode. (5338) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Security ==== | ||
| + | - Security Setup - #260583 - Non-Administrator users are not able to right click and clock onto orders in the Order Explorer. (7825) | ||
| + | |||
| + | |||
| + | |||
| + | ==== SSLIP ==== | ||
| + | - SSLIP should let the user know if the license fails because Chapi is not running (7669) | ||
| + | |||
| + | |||
| + | |||
| + | ==== User Defined Fields ==== | ||
| + | - UDF Layouts - UDF Layout is not refreshed on the totals tab during the clone of an estimate and save as an order. (7742) | ||
| + | |||
| + | |||
| + | |||
| + | ==== WAPIC ==== | ||
| + | - WAPIC - #250272 - Submitting Company via API causes it to not appear in Company Explorer when using Not Classified checkbox (7237) | ||
| + | |||
| + | |||
| + | |||
| + | ==== Miscellaneous ==== | ||
| + | - Miscellaneous - #256694 - The the tree view section of the Add Parts pop-up screen for Orders no longer expands correctly (7607) | ||
| + | - Miscellaneous - Credit memo window size needs to be set to match the Production tab so it doesn' | ||
| + | - Miscellaneous - " | ||
| + | - Miscellaneous - Expand the box located in the upper left of an Orders Production tab so it doesn' | ||
| + | - Miscellaneous - Various amounts being changed on line item explorer upon changing a Due Date/Proof Date for that line item (7662) | ||
| + | - Miscellaneous - Cannot move Orders and Estimates to History (6857) | ||
| + | - Miscellaneous - Adjustments needed for defaults to lower part of Stockroom Manager screen (7637) | ||
| + | - Miscellaneous - Able to create a new login user without entering password in Employee Setup (7191) | ||
| + | - Miscellaneous - Chinese characters show up momentarily when you go into the Adjust Part Information screen (7635) | ||
| + | - Miscellaneous - Shipments area needs to be expanded slightly so words are easier to read (7609) | ||
| + | - Miscellaneous - Expand the left section of the Preview View pane while on the Parts tab (7611) | ||
| + | - Miscellaneous - No Email Message sent being displayed when a test email goes out (7552) | ||
| + | - Miscellaneous - Line item names are being cut off on the % Complete tab of Orders (7553) | ||
| + | - Miscellaneous - Error during Store Initialization: | ||
| + | - Miscellaneous - Taxes are being set to $0.00 or n/a when you change the Due Date from an explorer or from the Order directly (7599) | ||
| + | - Miscellaneous - Refresh issue on Production tab of an Order when canceling out of an Edit (7520) | ||
| + | - Miscellaneous - TCustTransDetail_CollBR Son Index out of bounds (14) occurs when changing the Production division of a line item (7502) | ||
| + | - Miscellaneous - #256280 - Changing certain line items Production Divisions is causing other line items to change as well. (7521) | ||
| + | - Miscellaneous - #247566 - Due date defaults to 1/1/1900 (7483) | ||
| + | - Miscellaneous - Search Criteria section for Line Item Explorer is not wide enough (7487) | ||
| + | - Stations - Line Item station completes during clone of order. (7597) | ||
| + | - Modifiers - #256835 - Using certain default values for a modifier causes an Invalid cell value error (7618) | ||
| + | - Miscellaneous - Buttons are being cut off in the Credit Card Options screen in Accounting Setup (7639) | ||
| + | - Miscellaneous - Scheduling text in Part setup needs to be moved for better display (7736) | ||
| + | - Miscellaneous - Call to TWorkAssignment_BR.GetSubTier while being destroyed error when working with work assignments on the Schedule tab (7745) | ||
| + | - Scheduling - #232686 - Scheduling activities from an order is not selecting the appropriate equipment calendar. (Rework) (6092) | ||
| + | - Miscellaneous - #260212 - When an exempt address is the first item in shipping, the rest of the line items fail to calculate taxes. (7786) | ||
| + | - Miscellaneous - Change Division from Action menu is not causing an edit to the Order and transferring the Debits/ | ||
| + | - Miscellaneous - Refresh Issue when Write Offs are applied to an Order via the Action menu (7331) | ||
| + | - Miscellaneous - Reconcile the Bank statement the "Last Statement Date" does not refresh until you exit/enter the Account Rec screen (7324) | ||
| + | - Miscellaneous - You are able to enter in a number that is larger than 100 for the % Complete area when using Progress Billing (7774) | ||
| + | - Employee Setup - #230284 - Refresh issue with phone number type selections showing up as Not Specified (5858) | ||
| + | - Miscellaneous - Expand User Defined Field Setup area to prevent Move Down button from being cut off slightly (7837) | ||
| + | - Miscellaneous - Bills Balance Due is not being set to $0.00 when the Bill is Voided - Works on Orders (7820) | ||
| + | - Miscellaneous - Remove the Shipping Methods / Carriers group from under Company in System Setup (7824) | ||
| + | - Miscellaneous - Properties tab values are able to be changed while not in Edit mode when working with Pricing Forms and other areas (7829) | ||
| + | - Activities - Credits column keeps getting pushed to the far right (7818) | ||
| + | |||
| + | |||
| + | |||
| + | ===== Backwards Compatibility ===== | ||
| + | |||
| + | |||
| + | |||
| + | These changes are backwards compatible with the previous version of Control. | ||
| + | |||
| + | |||
| + | |||