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)
- As a user, I can group payment methods (7088)
- As a User, I can use multiple merchant accounts setup in Control. (6798)
- 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)
- 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.
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