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control_release_notes_5.1.1409.2902 [2019/01/30 09:23] (current)
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 +====== ​ ======
 +
 +
 +
 +===== 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 "​Notes"​ field as criteria in Advanced activity explorer (6356)
 +  - 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/​Cost screen (7612)
 +  - Miscellaneous - Add a manual Evaluate button to the Formula Builder screens throughout the system (7629)
 +  - Activities - General Ledger columns for Debit/​Credit are in reverse order, i.e. Credit/​Debit. (7485)
 +  - 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'​t come up properly after choosing Service Ticket as the option for new Calls (7838)
 +
 +
 +
 +==== 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'​s Current and Totals columns are incorrectly handling Pre-Sale Receivables (5260)
 +
 +
 +
 +==== 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 ""​ in advanced query for Service Ticket Explorer (7388)
 +  - 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/​Requested Date options not available using Advanced Query (7366)
 +  - 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 "​Change Status"​ and "​Change Station"​ macro options don't seem to be working (7482)
 +  - Macros - UDF Macro Action not retained when using a category that doesn'​t match your macro category. (7550)
 +  - 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/​Estimate that has no current line items causes error (7663)
 +  - Order Entry - Line items are disappearing from the Parts tab of an Order (7423)
 +  - Order Entry - Unable to use the "Make Recurring"​ option from the Order Explorer when right clicking on an Order (7617)
 +  - 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'​t remove all the parts (7574)
 +  - 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/​Estimate) Select Parts to Add popup the screen closes. (7575)
 +  - Purchase Orders - "Not a Valid Amount"​ error when altering a 4 digit (or greater) number (5224)
 +  - Purchase Orders - #237898 - Add the ability to add the PO's entered by person'​s email address in the Merge Field on PO's. (6433)
 +  - 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'​t clear out changes made to description field (7805)
 +  - 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"​ from File menu (7814)
 +  - 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'​t change sizes (7313)
 +  - Miscellaneous - "​Digits after the decimal to round to" will display the number 4 for any number larger than 4 typed in (7199)
 +  - Miscellaneous - Expand the box located in the upper left of an Orders Production tab so it doesn'​t cut off the Station ellipses (7610)
 +  - 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:​ Can not save without control - SQL also required (7594)
 +  - 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/​Credits (7325)
 +  - 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.
 +
 +
 +