We use a standard format for all the suggestions and fixes listed below to help ease any difficulties you may have when looking for a specific issue. **The format is as follows**: * [The case number used by the Development Team - link is for Cyrious use only] * Description of the feature added or issue resolved * # The Service Ticket number we have in our Internal records (not always applicable) **Example**: * [[https://corebridge.atlassian.net/browse/CCON-3812|CCON-3812]] - Reports - Add option to not show child header on Standard Estimate, Invoice, and Work Orders - #365709 ===== New Features and Changes Made ===== * [[[https://corebridge.atlassian.net/browse/CCON-4910|CCON-4910]]] - PrCA - Add a new checkbox to allow employees to change their default Station used when clocking in via PrCA * [[[https://corebridge.atlassian.net/browse/CCON-4927|CCON-4927]]] - Reports - Add an option to show refunds on the Payments report - #415333 - #441431 * [[[https://corebridge.atlassian.net/browse/CCON-4954|CCON-4954]]] - Misc - Add Payment information to available Order merge fields - #416930 * [[[https://corebridge.atlassian.net/browse/CCON-4961|CCON-4961]]] - PrCA - Organize Station columns in the All Stations Job Board to match what is found in Production Setup - #417685 * [[[https://corebridge.atlassian.net/browse/CCON-4998|CCON-4998]]] - Misc - Add a Remove all Invalid Cards button to the Credit Card Options screen - #421702 * [[[https://corebridge.atlassian.net/browse/CCON-5030|CCON-5030]]] - PrCA - Add ability to search for Parts by their SKU - #426160 * [[[https://corebridge.atlassian.net/browse/CCON-5106|CCON-5106]]] - Payments - Change the error message that is shown when payment is unable to be made due to a lock on a transaction - #432490 * [[[https://corebridge.atlassian.net/browse/CCON-5124|CCON-5124]]] - Orders - Add new option in System Setup to automatically retain locks on line items when they are cloned or imported from other Orders * [[[https://corebridge.atlassian.net/browse/CCON-5130|CCON-5130]]] - Misc - Add the Company and Contact Detail buttons to the Create Note screen - #433288 * [[[https://corebridge.atlassian.net/browse/CCON-5131|CCON-5131]]] - PrCA - Add a confirmation message to the Production app to show that you have clocked on to a Part or into a Station * [[[https://corebridge.atlassian.net/browse/CCON-5137|CCON-5137]]] - Misc - Create Ledger entries for the line items that show the amounts that were progress billed * [[[https://corebridge.atlassian.net/browse/CCON-5140|CCON-5140]]] - Reports - Adjust the 1099 report to not show items that are not marked as 1099 Bills * [[[https://corebridge.atlassian.net/browse/CCON-5166|CCON-5166]]] - Misc - Change description text on the Create Part Usage Cards instrument to clarify that it is for the activity and not the usage card itself - #437179 * [[[https://corebridge.atlassian.net/browse/CCON-5170|CCON-5170]]] - User Defined Fields - Add ability to use hyperlinks with text-based UDFs - #438508 * [[[https://corebridge.atlassian.net/browse/CCON-5174|CCON-5174]]] - Reports - Add the Internal Notes from a Product to the Product Detail report - #438629 * [[[https://corebridge.atlassian.net/browse/CCON-5176|CCON-5176]]] - PrCA - Add an option to the Parts screen in the Production App to Hide Unscheduled Parts - #438793 * [[[https://corebridge.atlassian.net/browse/CCON-5187|CCON-5187]]] - Misc - Clean up the message about balance outstanding and oldest receivables when Saving Orders or Converting Estimates * [[[https://corebridge.atlassian.net/browse/CCON-5188|CCON-5188]]] - Misc - Add a button to Product Variables that will take you directly to the master Variable page for easy access - #439048 * [[[https://corebridge.atlassian.net/browse/CCON-5189|CCON-5189]]] - Reports - Add option to show or not show zero balance accounts on the Income Statement - #439026 * [[[https://corebridge.atlassian.net/browse/CCON-5190|CCON-5190]]] - Reports - Add percentage totals at the end of each section on the Income Statement - #439028 * [[[https://corebridge.atlassian.net/browse/CCON-5191|CCON-5191]]] - PrCA - Add the Proof Date for Orders and Line Items to the Production App - #440570 * [[[https://corebridge.atlassian.net/browse/CCON-5192|CCON-5192]]] - Misc - Adjust Unable to Save Company: All contact names must be unique error to help better identify duplicate entries - #440587 * [[[https://corebridge.atlassian.net/browse/CCON-5193|CCON-5193]]] - Dashboards - Update saving of dashboard explorer instruments to include subgroup collapsing of categories - #440756 * [[[https://corebridge.atlassian.net/browse/CCON-5196|CCON-5196]]] - Misc - Adjust Contact info fields displayed on Company tab of Orders to be available for selection without being in Edit mode - #440853 * [[[https://corebridge.atlassian.net/browse/CCON-5206|CCON-5206]]] - Orders - Create option in System Setup > Order Options to prevent pop up message on new Orders when a customer has a balance outstanding - #441452 * [[[https://corebridge.atlassian.net/browse/CCON-5207|CCON-5207]]] - PrCA - Make the Shipping Address in the Other Information section of a Job in Production App be a clickable link that opens Google Maps - #441529 * [[[https://corebridge.atlassian.net/browse/CCON-5210|CCON-5210]]] - Explorers - Change the PO Number field on the Order Explorer to use a wildcard approach - #441612 * [[[https://corebridge.atlassian.net/browse/CCON-5212|CCON-5212]]] - Orders - Reduce the Scheduled Payment activity on Orders to a zero balance and complete them if an Order is manually paid off * [[[https://corebridge.atlassian.net/browse/CCON-5217|CCON-5217]]] - Shipping - Allow creating of new company addresses when using the 3rd Party option in the Ship From area on the Shipping tab of Orders - #442916 * [[[https://corebridge.atlassian.net/browse/CCON-5228|CCON-5228]]] - Misc - Create a Station Change activity record during the creation of Orders and Estimates - #443145 * [[[https://corebridge.atlassian.net/browse/CCON-5211|CCON-5211]]] - Enable Chapi Listener to Handle POST Endpoint ===== Defect Fixes ===== * [[[https://corebridge.atlassian.net/browse/CCON-3391|CCON-3391]]] - Macros - Select 1,1 is not working properly as a SQL query for macros - #355605 * [[[https://corebridge.atlassian.net/browse/CCON-5171|CCON-5171]]] - Explorers - Filters to exclude Orders with Promotions are not working correctly on explorers - #438481 * [[[https://corebridge.atlassian.net/browse/CCON-4072|CCON-4072]]] - Misc - Execute area in SQL Reports grows each time you toggle between similar reports - #370957 * [[[https://corebridge.atlassian.net/browse/CCON-4195|CCON-4195]]] - Purchase Orders - Choosing Other as Item Type on POs creates incorrect Journal entries - #374182 * [[[https://corebridge.atlassian.net/browse/CCON-2766|CCON-2766]]] - UDF - Able to Edit UDFs in UDF setup even though security right is denied- #313907 * [[[https://corebridge.atlassian.net/browse/CCON-4472|CCON-4472]]] - SQL Report - Parameter changes are ignored after SQL Error is thrown * [[[https://corebridge.atlassian.net/browse/CCON-4510|CCON-4510]]] - Misc - Untrapped error (Exception): '''' is not a valid integer value - #387800 * [[[https://corebridge.atlassian.net/browse/CCON-4664|CCON-4664]]] - UDFs - UDF says restart required even after restarting all services and the SSLIP - #398384 * [[[https://corebridge.atlassian.net/browse/CCON-4773|CCON-4773]]] - Macros - Control and SSLIP not recognizing new Macro category until re-started - #407630 * [[[https://corebridge.atlassian.net/browse/CCON-4889|CCON-4889]]] - Misc - Cursor jumps to the front when you hit the space bar in the description field of the Textile product (database-specific) - #413096 * [[[https://corebridge.atlassian.net/browse/CCON-4916|CCON-4916]]] - PrCA - Voiding usage sends inventory to Reserved incorrectly - #414867 * [[[https://corebridge.atlassian.net/browse/CCON-4971|CCON-4971]]] - Security - Adjust the error message associated with security right permissions to make it easier to read and understand - #419242 * [[[https://corebridge.atlassian.net/browse/CCON-4993|CCON-4993]]] - Companies - Deleting a Company from a database which has over 45k Account table records, locks up the program - #421597 * [[[https://corebridge.atlassian.net/browse/CCON-5023|CCON-5023]]] - Products - Selection lists are not refreshing correctly after making edits to them - #423965 * [[[https://corebridge.atlassian.net/browse/CCON-5050|CCON-5050]]] - PrCA - Last Paid Status is showing the incorrect line item number when your last Job was for a line item only - #426468 * [[[https://corebridge.atlassian.net/browse/CCON-5076|CCON-5076]]] - Products - When using Vehicle wrap products, errors occur regarding generating the product layout - #428092 * [[[https://corebridge.atlassian.net/browse/CCON-5087|CCON-5087]]] - Orders- Line item discount percent override is not being maintained in certain situations - #428051 * [[[https://corebridge.atlassian.net/browse/CCON-5095|CCON-5095]]] - Misc - You are able to save credit card information to the Walk-In Company but then you can't delete it - #430497 * [[[https://corebridge.atlassian.net/browse/CCON-5107|CCON-5107]]] - Misc - Parts are not being added properly to the summary grid every time - #430583 * [[[https://corebridge.atlassian.net/browse/CCON-5120|CCON-5120]]] - Dashboards - Some voided Orders are showing up in the A/R Summary instrument when Include WIP/Built is checked - #432588 * [[[https://corebridge.atlassian.net/browse/CCON-5129|CCON-5129]]] - Orders - Issues with Variable Total Function showing 1 in some situations - #433226 #444761 * [[[https://corebridge.atlassian.net/browse/CCON-5146|CCON-5146]]] - Access Violation - AV when attempting to Convert an Estimate to an Order while the Parts module is not enabled - #435086 * [[[https://corebridge.atlassian.net/browse/CCON-5156|CCON-5156]]] - Security - Voiding overpayments made to company credit is currently administrator only security right - #435338 * [[[https://corebridge.atlassian.net/browse/CCON-5157|CCON-5157]]] - Products - Deleted derived Products causing an error when adding the former assembly container to an Order/Estimate - #435189 * [[[https://corebridge.atlassian.net/browse/CCON-5161|CCON-5161]]] - Reports - Unable to Preview Report error when manually choosing more than one Division on the Bank Reconciliation report - #436673 * [[[https://corebridge.atlassian.net/browse/CCON-5164|CCON-5164]]] - Misc - Order.IsFirmDueDate is not being read correctly when used in a formula * [[[https://corebridge.atlassian.net/browse/CCON-5167|CCON-5167]]] - Macros - Macro actions are not being triggered for Shipments Shipped when Orders are updated via SQL - #437213 * [[[https://corebridge.atlassian.net/browse/CCON-5168|CCON-5168]]] - Misc - Option to clear overridden values of Parts tab on clone is incorrectly being applied when converting Estimates to Orders - #437229 * [[[https://corebridge.atlassian.net/browse/CCON-5172|CCON-5172]]] - Orders - Unit Cost displayed on some Parts is not the same for all users - #437190 * [[[https://corebridge.atlassian.net/browse/CCON-5173|CCON-5173]]] - Orders - Oldest receivable pop up message isn't coming up always when you convert Estimates to Orders - #438561 * [[[https://corebridge.atlassian.net/browse/CCON-5175|CCON-5175]]] - PrCA - Job board sorting doesn't seem to be working correctly - #438699 * [[[https://corebridge.atlassian.net/browse/CCON-5178|CCON-5178]]] - Reports - Bill of Materials is not printing or previewing correctly in Control - #438771 * [[[https://corebridge.atlassian.net/browse/CCON-5179|CCON-5179]]] - Explorer - Run Macro button is now missing from Explorers * [[[https://corebridge.atlassian.net/browse/CCON-5180|CCON-5180]]] - Explorer - The ProgressTaxesColumn is only accounting for one tax account when there are multiple tax accounts used - #439128 * [[[https://corebridge.atlassian.net/browse/CCON-5181|CCON-5181]]] - Macros - Scheduled activities are not triggering or executing the macro. Execution canceled by unknown user. - #439348 * [[[https://corebridge.atlassian.net/browse/CCON-5184|CCON-5184]]] - Misc - The ModifiedByUser column in the Journal table always shows PrCA.Job.ChangeStation instead of the actual user when Stations are changed for Orders or Line Items * [[[https://corebridge.atlassian.net/browse/CCON-5185|CCON-5185]]] - Dashboards - Evaluation error when adding the line item detail instrument to a dashboard - #440604 * [[[https://corebridge.atlassian.net/browse/CCON-5186|CCON-5186]]] - Reports- Account Register does not give a summary when all divisions are selected - #440709 * [[[https://corebridge.atlassian.net/browse/CCON-5194|CCON-5194]]] - PrCA - Line item count is off by 1 on Production App * [[[https://corebridge.atlassian.net/browse/CCON-5195|CCON-5195]]] - Security - Prevent denied users from adjusting the Salesperson on an Order when it is first being created - #440794 * [[[https://corebridge.atlassian.net/browse/CCON-5199|CCON-5199]]] - Misc - Prevent Create Usage Cards from Timeclock entries tool from posting against Voided Orders and Converted Estimates - #439483 * [[[https://corebridge.atlassian.net/browse/CCON-5200|CCON-5200]]] - Access Violation - AV when trying to change the status on one purchase order line item using the dropdown - #440852 * [[[https://corebridge.atlassian.net/browse/CCON-5201|CCON-5201]]] - Access Violation - AV when deleting a Vendor and trying to reassign it to another Vendor record - #440530 * [[[https://corebridge.atlassian.net/browse/CCON-5202|CCON-5202]]] - Bills - Posting date of Bill changes when entering a Bill (post-dated) with a Discount - #440890 * [[[https://corebridge.atlassian.net/browse/CCON-5203|CCON-5203]]] - Purchase Orders - Description field is reset to previous entry if the SKU field is being used - #441371 * [[[https://corebridge.atlassian.net/browse/CCON-5208|CCON-5208]]] - Misc - Detail Time Card list is resetting to the top of the list when a change is made on the actual detail time card - #441561 * [[[https://corebridge.atlassian.net/browse/CCON-5209|CCON-5209]]] - Misc - Part Inventory conversion units are disappearing randomly - #442861 * [[[https://corebridge.atlassian.net/browse/CCON-5213|CCON-5213]]] - Misc - Customer is unable to post refunds for customer credits via Check - #442900 * [[[https://corebridge.atlassian.net/browse/CCON-5214|CCON-5214]]] - Orders - Child line items are being selected incorrectly when canceling adding new line items to an Order using a Parent and Child line item on the final line - #442884 * [[[https://corebridge.atlassian.net/browse/CCON-5215|CCON-5215]]] - Shipping - Allow users to manually enter in Carrier and Account information on the Shipping tab of Orders - #442914 * [[[https://corebridge.atlassian.net/browse/CCON-5216|CCON-5216]]] - Reports - Decimal values not being properly displayed on Standard Invoice report - #442760 * [[[https://corebridge.atlassian.net/browse/CCON-5218|CCON-5218]]] - Misc - Two Visual issues with the New Call screen * [[[https://corebridge.atlassian.net/browse/CCON-5219|CCON-5219]]] - Orders - Orders with part usage applied from the production app are taking long periods to Edit (data specific) - #442722 * [[[https://corebridge.atlassian.net/browse/CCON-5221|CCON-5221]]] - Misc - Textile parts are not being added to the pricing form correctly - #442964 * [[[https://corebridge.atlassian.net/browse/CCON-5222|CCON-5222]]] - Purchase Orders - Line items from PO are still associated with Orders after being removed from the Purchase Order - #442754 * [[[https://corebridge.atlassian.net/browse/CCON-5223|CCON-5223]]] - Payments - Able to save credit card information on the Walk-In company contact records - #443105 * [[[https://corebridge.atlassian.net/browse/CCON-5224|CCON-5224]]] - Reports - Associated Order Invoice is pulling the wrong Company info and displaying the wrong Order as it's primary - #443106 * [[[https://corebridge.atlassian.net/browse/CCON-5225|CCON-5225]]] - Misc - List Index out of bounds when viewing Parts tab as Top Level Line Item Summary - #443101 * [[[https://corebridge.atlassian.net/browse/CCON-5226|CCON-5226]]] - Misc - Control locks up when adding two of the same Products to an Assembly Container product - #443062 * [[[https://corebridge.atlassian.net/browse/CCON-5227|CCON-5227]]] - Misc - Pricing form is not loading the parts (database-specific) - #441523 * [[[https://corebridge.atlassian.net/browse/CCON-5229|CCON-5229]]] - Products - Derived Products Advanced setting for Price doesn't register a SubTotalPrice of 0.00 correctly - #443229 * [[[https://corebridge.atlassian.net/browse/CCON-5230|CCON-5230]]] - Misc - Error when posting part usage cards when there is no line item/part chosen in the time clock entry - #443011 * [[[https://corebridge.atlassian.net/browse/CCON-5232|CCON-5232]]] - PrCA - New Orders with only one line item and using Order Level Job Grouping are not showing up on the Job Boards * [[[https://corebridge.atlassian.net/browse/CCON-5233|CCON-5233]]] - Orders - Data and Price locks are not working correctly when changing Parts - #443284 * [[[https://corebridge.atlassian.net/browse/CCON-5234|CCON-5234]]] - PrCA - Links in the main bar at the top right are becoming disabled when switching between Job and Order links on Job cards * [[[https://corebridge.atlassian.net/browse/CCON-5237|CCON-5237]]] - Macros - Work Assignment macros are not creating the activity on the calendar - #443427 ===== Current CHAPI Release ===== 3.10.54 (04/09/20) ===== Current CDAS Release ===== 1.3.54 (11/07/18) ===== Current HomeGate Release ===== 1.7.23 (11/13/2019) ===== Current SQLBridge Release ===== 2.0.10.0 (02/05/2018) ===== Current Production Terminal Release ===== 02/12/2016 ===== Backward Compatibility ===== These changes are backward compatible with the previous version of Control.