Changes
Accounting
- #276855 - Add a “Show Off Balance-Sheet” button to View Account Register screen and adjust the Current Balance shown (9180)
- Current Balance displayed will be based off of the GL when Off Balance-Sheet entries are not shown.
Explorers
- Visual adjustments needed in the Activity Explorer (9316)
- Add Promotion in Advanced Explorer criteria for Orders, Estimates, and Companies (9560)
Orders & Estimates
- Add “Clock On” to Order Action menu (9409)
- Remove the Go To Date button from the Activities tab on an Order Class Journal Activity (9517)
- Low Inventory messages are now considering the current Order being saved (7989)
- Add Expand Line Item and Expand All Line Items options to the right click menu on Orders (9734)
Miscellaneous
- Add Tax Class column to Journal records on the Activities tab (9283)
- Tax Class info will not show up in this column when the Order is in WIP/Built status as income is not actually posted until it's a Sale.
- Change made to the Backup Database message (9464)
- #279790 - Add the ability to change the name that Control uses when emailing (9402)
- From Name field is located in both System Setup and User Options under the Email Options category
- Change the field size for the formula in a formula UDF from 1000 characters to varchar(max) (9558)
- Add a REPLACE() string function in CFL (9559)
Defect Fixes
Activity Manager
- #279778 - Access Violation when trying to create an Activity without having an active calendar (9401)
- Users will now be prompted with a message telling them that they are not viewing an active calendar.
- Activity Manager not showing the Class Type in the column (9491)
- Activities disappear from your calendar when you use the Save View function (9018)
- #282840 - Index Out of Bounds. Request for Text [-1] exceeds Count of 23 (9742)
- Work Assignments based off of Templates are defaulting the Duration and Scheduled Date to incorrect values (8907)
Company & Contacts
- A/V when you Add a Contact then Cancel the Company Edit before Save (9055)
- Contact picture buttons should not function when Company is not in Edit mode (8500)
- #281671 - Foreign Key error when cloning and order which uses a contact address on a shipment which has been deleted (9486)
Dashboards
- UDF Dashboard instrument requires 2 decimal places to input decimal. (9614)
Explorers
- Line Item criteria for Production Division not working in Advanced Query area on explorers (9463)
- Dates are not being exported correctly from the Company Explorer (9468)
- Due Dates are showing up as 1/1/1900 on Dashboard Explorers when they are (Not Set) on an Order (9567)
Imports
- #282013 - Hot folder import is not working correctly (9588)
Macros
- Macro Activities are not showing details (8487)
Orders & Estimates
- Calc. Taxes button remains when child line items are pulled up into the parent line item (9395)
- Right click menu for line item options is not changing correctly when in Edit mode (9396)
- Choose Other option on Company tab of an Order is showing a Company when it should be blank initially (9298)
- #196206 - Simultaneous Estimate conversions create multiple Orders - Estimate Entry (3050)
- Dates not being set upon status change and/or creation of orders / purchase orders (9478)
- Control needs to check for duplicate line item numbers and readjust them automatically if needed (9431)
Products, Parts, Pricing
- #275765 - Text entered in the Description of a line item disappears when adding a new child line item (9020)
- #264208 - Having two Product Setup screens is making the variable not refresh correctly (8081)
- Pricing sub categories are not displaying the entire formula area correctly in Product Setup (9681)
Purchase Orders, Receiving Documents, Bills
- New Purchase Orders showing wrong Created date (9465)
- Initial Status on Save is not working for Purchase Orders (9515)
- Converted Receiving Documents are not reducing On-Order amounts for Inventory (9685)
Reports
- #278741 - Customer A/R statement is blank unless you run it for 90+ days or All time (9300)
- #282419 - Bills_Bill report puts comma in the order number
Security
- Security right for Create/Save Marketing List not working properly (8947)
System Setup
- #227124 - Printer Types - Printer selection being overwritten by PC's default printer in Reporting Setup (rework - 5590)
User Defined Fields
- Deleting a Part UDF Layout causes Control to crash/freeze (8520)
- #224307 - UDF Layouts using incorrect drop-down type for UDF's with “Allow Multiple Selections” selected (5382)
- UDF value defaulting to different choice (5172)
Miscellaneous
- Need to expand the width of the Lookup Table area so the Sub-Category button is not cut off on load (9140)
- #275718 - Input issue with creating a new Journal entry (9019)
- Able to change the Category and Name of a Macro Category when not in Edit mode (8939)
- Typo in Default Accounts Setup Warnings area (9479)
- #279849 - Updated Images on an Order are automatically saved as thumbnails even though Variable is set to Save Original (9438)
- Account Information text is cut off on the Company tab of Orders (9556)
- Left pane of Marketing Home gets cut off when you double click on an existing query (8517)
- You are able to simply put a space for the reason for an update (9546)
- Date and time boxes do not change in an Journal Activity when you switch between records using the Next and Previous buttons (9562)
- Priority changes are not being refreshed on other windows and machines. (9564)
- Control should not be displaying the area code for phone numbers that are not completely filled in (9543)
Current CHAPI Release
1/13/2015
Current Production Terminal Release
2/20/2015
Backwards Compatibility
These changes are backwards compatible with the previous version of Control.
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