====== ====== ===== 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) * http://control.cyriouswiki.com/Inline+Part+Usage+Posting - As a user, I can group payment methods (7088) * http://control.cyriouswiki.com/Control+5.1+Online+Credit+Card+Changes - As a User, I can use multiple merchant accounts setup in Control. (6798) * http://control.cyriouswiki.com/Control+5.1+Online+Credit+Card+Changes - 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) * [[exception_occurred_while_checking_for_cyclic_part_categories|http://control.cyriouswiki.com/Exception+occurred+while+checking+for+cyclic+part+categories]] - 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.