Editing 7.0 Revision History

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| class="xl63" style="width: 100pt" width="100" | Vendors
 
| class="xl63" style="width: 100pt" width="100" | Vendors
 
| class="xl63" style="width: 269pt" width="359" | Moved contacts to first tab, implemented contact as lookup
 
| class="xl63" style="width: 269pt" width="359" | Moved contacts to first tab, implemented contact as lookup
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.14
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | Calculating combo color on orders.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.13
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | User Security
 
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| class="xl63" style="width: 269pt" width="359" | Buttons showing when having readonly permissions
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.13
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Payments
 
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| class="xl63" style="width: 269pt" width="359" | Hidden error when creating a payment from anywhere but the payment screen
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.12
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Payments
 
−
| class="xl63" style="width: 269pt" width="359" | Fixed subcontractor list.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.11
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | General
 
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| class="xl63" style="width: 269pt" width="359" | If the database connection to MS SQL Server is lost, check for the datapath used to iniaite the session.  If not found report network error.  If user elects to retry connection, disconnect all, jump to start page, try to reconnect. 
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.11
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Proposals
 
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| class="xl63" style="width: 269pt" width="359" | Divide by 0 error when prepaid hours/count = 0 when converting proposals to orders.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.11
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Itemized Orders
 
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| class="xl63" style="width: 269pt" width="359" | Can't expand details on itemized invoices after adding material items.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.11
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Purchase Order
 
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| class="xl63" style="width: 269pt" width="359" | Creating a new purchase order from the PO module
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.11
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Email Reports
 
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| class="xl63" style="width: 269pt" width="359" | Don't use old option for html email.  Only use pdf attachments.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.10
 
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| class="xl63" style="width: 50pt" width="50" | Modification
 
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| class="xl63" style="width: 100pt" width="100" | User Groups
 
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| class="xl63" style="width: 269pt" width="359" | Double click now opens the records for editing
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.9
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Preferences
 
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| class="xl63" style="width: 269pt" width="359" | Email encryption method using SSL to user table
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Help > System
 
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| class="xl63" style="width: 269pt" width="359" | System info dialog box
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Customer
 
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| class="xl63" style="width: 269pt" width="359" | Customer table was encountering errors when converting a proposal where the customer did not already exist
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Contracts
 
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| class="xl63" style="width: 269pt" width="359" | Don't prompt for save on adding new contacts
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Order/Service editor
 
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| class="xl63" style="width: 269pt" width="359" | Lost lookup for subcontractors on service item editor
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Projects
 
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| class="xl63" style="width: 269pt" width="359" | Zone and workgroup to tech filter search on projects
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Purchase Order
 
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| class="xl63" style="width: 269pt" width="359" | Hide the bar code entry box on barcode screen
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.1.8
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Inventory
 
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| class="xl63" style="width: 269pt" width="359" | Refresh issue when saving material records
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Activities
 
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| class="xl63" style="width: 269pt" width="359" | Workgroup and Assigned to to Activities
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Dispatch
 
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| class="xl63" style="width: 269pt" width="359" | User user zone and user work group to filters on dispatch
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Icons
 
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| class="xl63" style="width: 269pt" width="359" | Changed dispatch icon to a date icon to make it different from the activities icon
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Users
 
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| class="xl63" style="width: 269pt" width="359" | Default work group and zones to users - used for filtering defaults on dispatch, projects and activities
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Activities
 
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| class="xl63" style="width: 269pt" width="359" | Activities button on main form icon now matches the activities button on the module form.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
−
| class="xl63" style="width: 100pt" width="100" | Proposals
 
−
| class="xl63" style="width: 269pt" width="359" | Converting proposal to order when the customer does not exist
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Modified
 
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| class="xl63" style="width: 100pt" width="100" | Customer
 
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| class="xl63" style="width: 269pt" width="359" | Expanded customer status to 200 to match sales status
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Projects
 
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| class="xl63" style="width: 269pt" width="359" |Zone and  workgroup to Projects
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | RMA
 
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| class="xl63" style="width: 269pt" width="359" | New button showing when rma in edit mode
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.7
 
−
| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | RMA
 
−
| class="xl63" style="width: 269pt" width="359" | Vendor> Actions> Locate RMA
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.6
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
−
| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | Deleting non broken package items were not handled correctly
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.6
 
−
| class="xl63" style="width: 50pt" width="50" | Fix
 
−
| class="xl63" style="width: 100pt" width="100" | Material Editor
 
−
| class="xl63" style="width: 269pt" width="359" | Location drop down not showing correct counts
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.6
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | You can now add item, select stock, and change location in the same material transaction.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.6
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Packages
 
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| class="xl63" style="width: 269pt" width="359" | Non-broken out package items were added multiple times to orders
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.5
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | General
 
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| class="xl63" style="width: 269pt" width="359" | Remove prompt to save new records on combo box changes
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.5
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Invoicing
 
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| class="xl63" style="width: 269pt" width="359" | Misspelled 'been' when deleting an invoiced order
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Search
 
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| class="xl63" style="width: 269pt" width="359" | Master search not finding master field in master search when search type = 'notes'
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Proposals
 
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| class="xl63" style="width: 269pt" width="359" | Added cell and fax to proposal subcontractor grid
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Customer
 
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| class="xl63" style="width: 269pt" width="359" | Could not set billable contacts
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | When in the material editor, after selecting the inventory item, bring up search dialog box for details. If the item is serialized, set quantity based on detail selection, only for serialized items.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Subcontractors
 
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| class="xl63" style="width: 269pt" width="359" | Telephone fields in subcontractor tabs
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Inventory/PO
 
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| class="xl63" style="width: 269pt" width="359" | No longer allow empty serial numbers when adding serialized inventory
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.4
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Inventory
 
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| class="xl63" style="width: 269pt" width="359" | Stock tab not refreshing when adding multiple inventory items
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.3
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | General
 
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| class="xl63" style="width: 269pt" width="359" | Now saves data where the data has a preceding space, and the space is deleted or data does not have a preceding space, and a space is added.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.3
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | When adding/editing material details, if the 'force jit' is changed, AND non jit records are found, Prompt the user to allow autodelete of selected items, or to manually delete those items themselves before allowing the flag to change.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.3
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | Location queries on material editor and custeq screens
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.3
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | When clicking 'ok' on the material editor, if the selected vs wanted counts do not match, prompt the user to auto fix the quantity (i.e., user enters 5 quantity, picks 10 items, prompt will be there's a mismatch between quantity and selected, if user clicks yes, quantity gets updated to 10.  If they click no, form will not close).
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.2
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Material Editor
 
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| class="xl63" style="width: 269pt" width="359" | When in the material detail editor, limit the location to all locations that are not set as 'site' location, or the customer's location
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.2
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Payments
 
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| class="xl63" style="width: 269pt" width="359" | Subcontractor message flag - when checked, and when saving payments, if payments are to invoices that contain subcontractor data in the order services or order task tables, then display subcontractor name and total cost.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.2
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Purchase Order
 
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| class="xl63" style="width: 269pt" width="359" | Export PO Bill flag for SQLink users.  When checked, the 'export bill' on PO's, is set on receipt of material items
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Search
 
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| class="xl63" style="width: 269pt" width="359" | Master search initialization from main form removed customer equipment and material links from master searches
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Added
 
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| class="xl63" style="width: 100pt" width="100" | Setup
 
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| class="xl63" style="width: 269pt" width="359" | Made class on PO's not required, regardless of the make class required flag on setup
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Users
 
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| class="xl63" style="width: 269pt" width="359" | Order of events when editing a user, changing the password, then saving without exiting the password field.
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Customer
 
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| class="xl63" style="width: 269pt" width="359" | Showing used prepaid hours on customer info tabs
 
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|- style="height: 15pt"
 
−
| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | Invoicing
 
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| class="xl63" style="width: 269pt" width="359" | Invoice screen still using old 'edit details' field, vs specific detail edit security flags
 
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|- style="height: 15pt"
 
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| class="xl63" style="height: 15pt; width: 50 pt" width="50" height="20" |7.0.0.1
 
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| class="xl63" style="width: 50pt" width="50" | Fix
 
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| class="xl63" style="width: 100pt" width="100" | SLA Category
 
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| class="xl63" style="width: 269pt" width="359" | If sla category = no charge, and record is not fixed, set total charge = 0
 
 
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