====== ====== ===== 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.