Changes
Activity Manager
- #272767 - Specific Activity Manager views will have the tab be labeled with that name instead of “Activity Manager” (8780)
- Activity Manager button needs to always load the My Calendar View (10290)
Explorers
- #288488 - Reset button that was removed from all explorers doesn't function the same as the remaining button (10175)
- Added Reset Search Criteria to the Options menu in Explorers to reset search criteria to Saved values instead of defaults.
Orders & Estimates
- Add named day of the week next to the date on Schedule tab of Orders (10162)
Products, Parts, Pricing
- Enable editing of Part Description from the Adjust Part Information screen (9689)
Security
- Added ability for Partial User to access Marketing Dashboard Instruments (10302)
- Added ability for Partial User to print reports from the print menu of orders and estimates (10303)
Miscellaneous
- Locking GL and then saving a Bill to that period creates inaccurate financial information (10178)
- Bills tied to the Direct Cost from Bills account are no longer able to be backdated into a locked period.
Defect Fixes
Company & Contacts
- #288224 - Employee Phone Numbers are linked incorrectly (10148)
Employee Setup
- Unable to assign Partial User login permissions to more accounts than have been purchased. (10324)
Explorers
- #290525 - Changes to explorer formulas taking Distinct out cause duplicates to show up (10287)
- Could not convert variant of type (UnicodeString) into type (Double) when pulling Sum of Totals in Explorer (10299)
- Variables and UDFs are not supported in the totals bar for things other than count (10300)
- #290495 - The advanced query searching for a checkbox after update gives conversion error (10304)
- This will require offending queries to be rebuilt in order for Control to handle them properly.
Macros
- #288628 - Order Change Station Macro Action is not being triggered properly (10230)
Orders & Estimates
- #290415 - Not being prompted to backdate moving orders to Sale if order was created before last update (10279)
- #288353 - Locks are not affecting child line items properly (10170)
- #287617 - Not able to back-date Credit Memos (10094)
Products, Parts, Pricing
- Multi Qty Grid is not taking child line items into account when calculating values (10260)
- Added an option in Product Setup on the Multi Quantity Grid tab to allow calculating of child items
Production Terminal
- #253632 - Users unable to clock onto certain parts (7397 - rework)
- Fixed issue where users received an incorrect error about how many users they had enabled for PT
Purchase Orders, Receiving Documents, Bills
- #290394 - Access Violation when clicking Copy From Order/Estimate on Purchase Orders (10281)
- Locking GL and then saving a Bill to that period creates inaccurate financial information (10178)
Reports
- #287788 - Statements report is printing for companies that do not have any activity within the reports date range (10168)
Security Setup
- Enable tracking in Advanced Security Setup not displaying correctly (10328)
User Defined Fields
- #287480 - DateTime UDFs don't have time selection (10071)
Miscellaneous
- Add note to Check Lookup Tax By Zip Code option which directs users to Accounting Setup (10269)
- Visual issue in Address Options and Document Management (10059)
- Typo on Company tab of Company record when Avalara is disabled (10270)
Current CHAPI Release
06/22/2015
Current Production Terminal Release
06/25/2015
Backwards Compatibility
These changes are backwards compatible with the previous version of Control.
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