====== ====== ===== 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) * http://control.cyriouswiki.com/CFL+Ch+3-Formulas+and+Functions ===== 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.