Control Search Admin Site Tools Page Tools Show page Edit this page Backlinks Manage Subscriptions 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-5509|CCON-5252]] Purchase Orders - Create a new Quick Parts list in Pricing Setup that can be accessed by Purchase Orders and Bills - #446968 ===== New Features and Changes Made ===== [[https://corebridge.atlassian.net/browse/CCON-5647|CCON-5647]] Reports - Add JSON to the File Type list for SQL Report Macro exports [[https://corebridge.atlassian.net/browse/CCON-5636|CCON-5636]] Explorers - Add First Estimate Created Date to Company Criteria Dates section of Advanced Query Builder used in Explorers - #484972 [[https://corebridge.atlassian.net/browse/CCON-5632|CCON-5632]] Misc - Bill Payment Methods in Accounting Setup will now be listed in alphabetical orders - #484574 [[https://corebridge.atlassian.net/browse/CCON-5628|CCON-5628]] Email - Add OAuth 2.0 support for outgoing Gmail from Control - https://control.cyriouswiki.com/how-to_use_gmail_with_oauth2 \\ **Note**: Gmail has shut down the use of Less Secure Apps starting May 30th, 2022. You will need to go through the steps on the above wiki to authenticate properly and be able to use Gmail with Control. [[https://corebridge.atlassian.net/browse/CCON-5610|CCON-5610]] Misc - Add additional tabs to the recurring activities screens so that they can be run on more frequent intervals - #483150 [[https://corebridge.atlassian.net/browse/CCON-5609|CCON-5609]] Orders - Create an alert when an inactive part is being used on an Order that is being edited - #483179 #484721 [[https://corebridge.atlassian.net/browse/CCON-5604|CCON-5604]] Avalara - Updating Avalara Online Tax to RESTv2 Component [[https://corebridge.atlassian.net/browse/CCON-5597|CCON-5597]] Misc - Add a Cancel button to the message that comes up when you try to email multiple Invoices at once from an Explorer [[https://corebridge.atlassian.net/browse/CCON-5576|CCON-5576]] Misc - Add a message asking if users want to void usage cards associated with a line item when they try to delete the line item [[https://corebridge.atlassian.net/browse/CCON-5567|CCON-5567]] Misc - Add the ability to sort the part columns on the Vendor tab of a Company record - #477334 [[https://corebridge.atlassian.net/browse/CCON-5566|CCON-5566]] Misc - Add the Station bar that is available on the parent product modal to the child line-item modal - #477444 [[https://corebridge.atlassian.net/browse/CCON-5562|CCON-5562]] Estimates - Add a price change notification box when an Estimates price will be different after it is converted to an Order - #475666 [[https://corebridge.atlassian.net/browse/CCON-5561|CCON-5561]] Misc - Allow merge fields to be used by various text fields on work assignments like they are with the Notes field - #477221 [[https://corebridge.atlassian.net/browse/CCON-5560|CCON-5560]] Activity Manager - Change the color of activities with high priority to a light shade of red to help identify visually that it is a high priority item - #477118 [[https://corebridge.atlassian.net/browse/CCON-5548|CCON-5548]] Misc - Add an Additional Medicare Tax section for high earners to Payroll Setup - #474452 [[https://corebridge.atlassian.net/browse/CCON-5543|CCON-5543]] UDFs - Add an Employee Group section to User Defined Fields that use Employee Link as their Data Type [[https://corebridge.atlassian.net/browse/CCON-5541|CCON-5541]] Misc - Add a new section button to the Tax Tables area of Payroll Setup - #474004 [[https://corebridge.atlassian.net/browse/CCON-5534|CCON-5534]] Reports - Add a "Show Line Item Total" option to the line item reports which currently show the Order total instead - #472826 [[https://corebridge.atlassian.net/browse/CCON-5530|CCON-5530]] PrCA - Remove the minute/second hand from the timeclock animated graphic [[https://corebridge.atlassian.net/browse/CCON-5529|CCON-5529]] Payments - Add journal entry to Control and update email alert process when a successful online payment fails to post in Control - #469850 [[https://corebridge.atlassian.net/browse/CCON-5528|CCON-5528]] Misc - Add the Time section to the main Recurring Activities screen [[https://corebridge.atlassian.net/browse/CCON-5526|CCON-5526]] Explorers - Add Status, Qty, Qty Billed, Qty Received, and Qty Remaining as PO Line Item options for the Advanced Criteria section of a Purchase Order Explorer - #474482 [[https://corebridge.atlassian.net/browse/CCON-5525|CCON-5525]] Orders - Add a Cancel button to the screen where users pick a Quick Product when they have used an entire category as their quick product choice - #471483 [[https://corebridge.atlassian.net/browse/CCON-5520|CCON-5520]] Misc - Add Closed as a Status that can be used with the Run Macro Action Status Change option [[https://corebridge.atlassian.net/browse/CCON-5515|CCON-5515]] Shipping - Add an option to prevent marking shipments as shipped from affecting Progress Billed amounts - #470952 [[https://corebridge.atlassian.net/browse/CCON-3220|CCON-3220]] 6.1 - Misc - Add a new Phone Number Format section in System Setup - #351507 ===== Defect Fixes ===== [[https://corebridge.atlassian.net/browse/CCON-5605|CCON-5605]] Misc - Online tax lookup is being doubled when saving certain transactions [[https://corebridge.atlassian.net/browse/CCON-5521|CCON-5521]] Misc - Issue with QuantityOnWIPOrder column in SQL not being adjusted when certain products with Finished Goods Inventory tabs are used - #471318 [[https://corebridge.atlassian.net/browse/CCON-5668|CCON-5668]] Access Violation - AV when attempting to change the Status of a Purchase Orders Line Item (database-specific) - #487504 [[https://corebridge.atlassian.net/browse/CCON-5658|CCON-5658]] Avalara - Out of memory error when moving an Order with a very large amount of shipments to Sale status - #486522 [[https://corebridge.atlassian.net/browse/CCON-5655|CCON-5655]] Misc - Visual issue with the End Date selections on the Recurring Activity creation screen [[https://corebridge.atlassian.net/browse/CCON-5654|CCON-5654]] Bills - Bills are not creating the associated Journal entries with Orders on Save - #486431 [[https://corebridge.atlassian.net/browse/CCON-5653|CCON-5653]] Avalara - Various errors calculating online taxes when moving Orders into Sale - #486437 [[https://corebridge.atlassian.net/browse/CCON-5642|CCON-5642]] Avalara - Error calculating online taxes - 400 Bad Request when putting Order into Sale status - #486098 (Avalara line limit of 15,000 lines submitted) [[https://corebridge.atlassian.net/browse/CCON-5641|CCON-5641]] Orders - String or binary data would be truncated message when line item description exceeds 1004 characters [[https://corebridge.atlassian.net/browse/CCON-5638|CCON-5638]] Misc - Changes to check box selections for Weekly Recurring Activities are not being saved properly [[https://corebridge.atlassian.net/browse/CCON-5635|CCON-5635]] Avalara - Specific address in Guam is not being identified correctly using the Avalara address lookup function inside of Control - #484937 [[https://corebridge.atlassian.net/browse/CCON-5633|CCON-5633]] Misc - Show Inactive box is being incorrectly selected when Part Setup is accessed by right-clicking on a Part inside of an Order - #484897 [[https://corebridge.atlassian.net/browse/CCON-5627|CCON-5627]] Misc - Avalara address lookup option for General Delivery is not working correctly to validate addresses or taxes [[https://corebridge.atlassian.net/browse/CCON-5626|CCON-5626]] Explorers - Column Filters are reset in explorers after hitting refresh button - #484832 [[https://corebridge.atlassian.net/browse/CCON-5623|CCON-5623]] Purchase Orders - Manually set Division differs from Warehouse Division in TInvTransPartDetail_Entity error message (database-specific) - #484775 [[https://corebridge.atlassian.net/browse/CCON-5621|CCON-5621]] Misc - Order has 1300 ledger entries for unknown reason (database-specific) - #484755 [[https://corebridge.atlassian.net/browse/CCON-5620|CCON-5620]] Misc - Direct Cost from Bills account entries are being reversed when Order is edited by a PO - #484752 [[https://corebridge.atlassian.net/browse/CCON-5618|CCON-5618]] Access Violation - AV when trying to print reports via right-clicking an item on the Service Ticket Explorer [[https://corebridge.atlassian.net/browse/CCON-5616|CCON-5616]] Misc - Error posting online taxes on a specific customer order - Invalid XPath - #484653 [[https://corebridge.atlassian.net/browse/CCON-5615|CCON-5615]] Explorers - Pricing Level and Discount Level options are not pulling in correct criteria on Advanced Explorer queries - #483330 [[https://corebridge.atlassian.net/browse/CCON-5614|CCON-5614]] Orders - Layer products are dropping most of their data when converting from an Estimate to Order - #483441 [[https://corebridge.atlassian.net/browse/CCON-5608|CCON-5608]] Explorers - List index out of bounds (4914) error when sorting by the Associated Order Number column in the Order Explorer - #483218 [[https://corebridge.atlassian.net/browse/CCON-5607|CCON-5607]] Orders - Unable to save without an ID error when using the Delete button for a specific shipment on the Shipping tab of an Order - #483231 [[https://corebridge.atlassian.net/browse/CCON-5603|CCON-5603]] Macros - Service Ticket Macros are not returning a TriggerID value - #481810 [[https://corebridge.atlassian.net/browse/CCON-5601|CCON-5601]] Orders - Line item description updates are not updating the description for line item level Jobs - #482186 [[https://corebridge.atlassian.net/browse/CCON-5600|CCON-5600]] Explorers - When exploring estimates and checking to include subsidiaries, it is not including the main company - #481981 [[https://corebridge.atlassian.net/browse/CCON-5596|CCON-5596]] Bills - Pay button says Save when you open the Pay Bills screen without having any other tabs open - #481734 [[https://corebridge.atlassian.net/browse/CCON-5595|CCON-5595]] Misc - Fields are not updating from reporting setup to actually printing from the invoice (data-specific) - #480473 [[https://corebridge.atlassian.net/browse/CCON-5593|CCON-5593]] Misc - Cloned Estimates are retaining the promotion when it is set to inactive - #480656 [[https://corebridge.atlassian.net/browse/CCON-5591|CCON-5591]] Misc - Line item Stations are being set incorrectly when an Order is cloned - #478772 [[https://corebridge.atlassian.net/browse/CCON-5590|CCON-5590]] Bills - Voiding a payment on a bill duplicates the early payment discount - #480317 [[https://corebridge.atlassian.net/browse/CCON-5589|CCON-5589]] PrCA - Order Description is not updating correctly on job boards in the production app - #478917 [[https://corebridge.atlassian.net/browse/CCON-5586|CCON-5586]] Macros - Replace fields are blank for Email Macro Actions in Macro Setup - #477657 [[https://corebridge.atlassian.net/browse/CCON-5585|CCON-5585]] Access Violation - AV when saving Recurring Activities - #478936 [[https://corebridge.atlassian.net/browse/CCON-5584|CCON-5584]] Misc - Evaluation error when using the Vehicle product - #478923 [[https://corebridge.atlassian.net/browse/CCON-5580|CCON-5580]] Misc - Deposit is being backed out when edited by a Purchase Order - #477603 [[https://corebridge.atlassian.net/browse/CCON-5579|CCON-5579]] Reports - Pay Online button is not being displayed in Control or emailed pdf documents when sent or viewed from Windows 11 - #477546 [[https://corebridge.atlassian.net/browse/CCON-5574|CCON-5574]] Orders - Usage is coming into Orders incorrectly when a conversion formula is being used for the product [[https://corebridge.atlassian.net/browse/CCON-5573|CCON-5573]] Orders - Actual Usage and Actual Cost are being wiped out from Orders moving from Built to WIP status [[https://corebridge.atlassian.net/browse/CCON-5570|CCON-5570]] Orders - OOBv3 pricing form is no longer refreshing correctly when changing out the Template selection [[https://corebridge.atlassian.net/browse/CCON-5565|CCON-5565]] UDFs - Default String formula values for user defined fields are including the quotation marks incorrectly - #477330 [[https://corebridge.atlassian.net/browse/CCON-5564|CCON-5564]] Orders - Part Usage cards being doubled on Orders that have a Bill associated with them - #477323 [[https://corebridge.atlassian.net/browse/CCON-5559|CCON-5559]] Misc - Postal Code is not being imported correctly - #477150 [[https://corebridge.atlassian.net/browse/CCON-5558|CCON-5558]] Misc - Email option message window is defaulting to preset text size and not saving the user's choice. - #477117 [[https://corebridge.atlassian.net/browse/CCON-5557|CCON-5557]] Orders - Station set on a derived product changed to (none) when the Estimate gets converted to an Order - #476101 [[https://corebridge.atlassian.net/browse/CCON-5556|CCON-5556]] UDFs - UDFs are being cleared when Orders are put into Edit mode (database-specific) - #475983 [[https://corebridge.atlassian.net/browse/CCON-5555|CCON-5555]] Security - Export Company security right needs to prevent the Export Grid option on the Company Explorer [[https://corebridge.atlassian.net/browse/CCON-5554|CCON-5554]] Explorers - Report activities are not being created from the explorers if you have more than one item selected - #475807 [[https://corebridge.atlassian.net/browse/CCON-5553|CCON-5553]] Payments - Not able to look up a transaction via the Invoice Number in the Payments section - #475883 [[https://corebridge.atlassian.net/browse/CCON-5552|CCON-5552]] Orders - Copy New Line Items option is bringing over all of the variations that were associated with Estimate even if they were deleted - #475800 [[https://corebridge.atlassian.net/browse/CCON-5551|CCON-5551]] Misc - Moving Orders and Estimates to History is dropping details about those transactions making them unable to be used in the future - #475787 [[https://corebridge.atlassian.net/browse/CCON-5550|CCON-5550]] Orders - Error during Save of existing transactions when a Part is being used that was sent to a new part category - #475737 [[https://corebridge.atlassian.net/browse/CCON-5547|CCON-5547]] Reports - Issue with the Sales Taxes amount in Yearly Sales by Calendar Month report - #474404 [[https://corebridge.atlassian.net/browse/CCON-5546|CCON-5546]] Misc - File Type is not being selected correctly when using SQL Report Macro actions - #474190 [[https://corebridge.atlassian.net/browse/CCON-5545|CCON-5545]] Reports - Packing Slip is not page breaking correctly after each Order - 474236 [[https://corebridge.atlassian.net/browse/CCON-5544|CCON-5544]] Orders - Issue with direct cost from bills reversals when multiple Bills are associated with an Order - #474041 [[https://corebridge.atlassian.net/browse/CCON-5538|CCON-5538]] Reports - Associated Order Invoice is putting line items in the wrong order - #472965 [[https://corebridge.atlassian.net/browse/CCON-5536|CCON-5536]] Reports - Update Quickbooks export report to work better with multi-user mode - #474039 [[https://corebridge.atlassian.net/browse/CCON-5533|CCON-5533]] Purchase Orders - Invalid attempt to set abstract TaxClassOverridden (data specific) - #472845 [[https://corebridge.atlassian.net/browse/CCON-5532|CCON-5532]] Companies - Users are unable to delete any addresses that are tied to transactions that have been Closed - #472578 [[https://corebridge.atlassian.net/browse/CCON-5531|CCON-5531]] Artwork - Artwork status of Produced is not changing to Voided when the Order is marked as Void - #472719 [[https://corebridge.atlassian.net/browse/CCON-5524|CCON-5524]] Payments - Keep this backdate until I log out feature is not working in the Payments screen - #471276 [[https://corebridge.atlassian.net/browse/CCON-5523|CCON-5523]] Reports - The page size was not large enough to format the contents of an object in the report - #471272 [[https://corebridge.atlassian.net/browse/CCON-5519|CCON-5519]] Payments - Payment screen sometimes randomly locks up after a successful payment is made [[https://corebridge.atlassian.net/browse/CCON-5514|CCON-5514]] Security - Users are able to Approve POs even when permission is denied - #471077 [[https://corebridge.atlassian.net/browse/CCON-5513|CCON-5513]] Misc - Filters section on Activities tabs across Control are not saving selections automatically as expected - #469873 [[https://corebridge.atlassian.net/browse/CCON-5505|CCON-5505]] Misc - Part Usage gets posted twice when an Order is linked to a Purchase Order that is converted to a Bill - #469630 [[https://corebridge.atlassian.net/browse/CCON-5504|CCON-5504]] Reports - Income Statement - Divisions report displays #'s instead of the Totals for the Sales Income and Total Income when amount is too large - #469525 ===== Current CHAPI Release ===== 3.10.74 (02/16/22) ===== Current CDAS Release ===== 1.3.55 (06/29/21) ===== Current HomeGate Release ===== 1.7.23 (11/13/2019) ===== Current SQLBridge Release ===== 2.0.10.0 (02/05/2018) ===== Backward Compatibility ===== These changes are backward compatible with the previous version of Control.