Issues Resolved
EM-1142 | Newly created POs have Commissionable Cost equivalent to the PO Total even if “Use Actual Cost” checked in Admin | |
EM-1131 | Scope Builder on Installation Items does not apply to the installation scope. | |
EM-1130 | Scope Builder buttons on Service Tickets do nothing | |
EM-1114 | Deleting a Contact Record does not remove it from being a Primary Contact in Projects (duplication in reports i.e. Analysis → Projects) | |
EM-1096 | Added TAG: in front of Phase Name on Purchase Orders | |
EM-1095 | $0 invoices not clearing from Orders Invoiced Fully Without Final Invoice Date on Day Planner | |
EM-1094 | Multiple users invited to an appointment related to a project causes duplication in Analysis → Projects | |
EM-1085 | Update Contact and Company Document Upload windows to reflect the Project Document upload window | |
EM-1084 | Error on BOM Report if Extended Description is greater than 1000 characters (increased to 8000 to match BOM/Quote) | |
ES-497 | Add End User to BOM Report | |
EM-1082 | Add Ship To Company information to Vendor Acknowledgements grid in Today | |
EM-1077 | Add Ship To Address to “Add Acknowledgement” window | |
EM-1067 | Deleting line items in PO Module (delete key on keyboard) does not work | |
EM-1040 | New User Creation now defaults to 1 second search delay (previously 3 seconds) and do not change password every 3 months. | |
EM-1007 | Can only access File → Print Preview on Installation Calendar one time (second time errors) | |
EM-1005 | Existing Installation Items still require “Save” to be pressed before the “Items to Install” tab is visible (should only be new items) | |
EM-944 | Added setting to Database Settings in Administrator to set Quote Expiry Days | |
EM-943 | Updating Quote Expiration date on expired quotes will now reflect the |
number of days that new quotes expire in. | ||
EM-913 | Updated pre-populated name when Saving a Receiver report | |
EM-855 | Order Status in Order Entry Module not using Priority set in Admin | |
EM-832 | Receiving Module POs will now only show items that are on the specific acknowledgement selected | |
EM-525 | Refresh Button not working in Today → Service Agreements Expiring | |
EM-253 | Deleted Contacts show up on Work Orders | |
ES-498 | Add list of Salespeople on Left-hand side of Profit Report (click to navigate to page) | |
EM-817 | Add “Always Request Return Receipt” for action items in User Settings | |
EM-933 | Refresh Button in Today → POs Not Fully Acknowledged does not work | |
EM-1143 | Fix for error when assigning Inventory to an installation item on the installation calendar | |
EM-1144 | Add Order Name to the Inventory Issuance drop down | |
EM-377 | Add Project Number in front of Quote Number when saving a quote to documents | |
EM-221 | Remove “!” visual from installation items when product is fully received | |
EM-807 | Autofill Project dropdown when emailing from project documents module | |
EM-978 | Fix for bug when duplicating a project (including BOM), ProjectID on Phases do not update | |
EM-1135 | Add Checkbox in Administrator -> Database Settings for “Create timesheets from Calendar”. When unchecked, the dialog box for selecting pay schedule will not appear when adding installers to an installation item. | |
EM-147 | Allow for deleting documents added to an action item that has not yet been submitted | |
EM-404 | Correct tab order on the New Contact window | |
EM-1199 | Remove Reservations on Inventory Items when deleting an Option, Phase, or BOM | |
EM-1198 | Relocate Corporate Division Drop Down to the left side in Batch Entry -> Haworth Web Services | |
EM-1197 | Correct issue after Adjusting Inventory levels, the Inventory module goes blank | |
EM-1196 | Deleting POs in Inventory doesn’t remove them from the grid | |
EM-1195 | Update Parts Search in Bill of Materials to reference PartID when searching for Inventory | |
EM-1194 | Correct message box when allocating more quantity than is available of inventory to an order | |
EM-1193 | Correct “View Allocations” within a project to only show allocations on that project | |
EM-1190 | Added Refresh button for Inventory Items | |
EM-1189 | Update Company Record to only allow one Primary Salesperson | |
EM-1188 | Add Cancelled and Cancelled Reason to Current Opportunities grid | |
EM-1149 | Add PO Count, End User, End User Address, Primary Contact & Phone #, and Terms of Sale to Order Status grid | |
EM-1141 | Add functionality to select which documents to show in the Installation Packet on the Mobile App (in Admin) | |
EM-1139 | Add Checkbox on Project Contacts for “Is Installation Contact” | |
EM-1085 | Update Company and Contact Record windows to new Attach Document form | |
EM-843 | Add Scope Builder to Create PO Module for “Special Instructions” and “Mark For” | |
EM-372 | Added functionality to select what type of document emails should be saved as when sent from a Project | |
EM-280 | Added functionality to bypass auto-freight parts when not needed (right click -> toggle auto-freight) | |
EM-1210 | Add “Parts Category” to “Edit” window of Inventory Purchase Orders | |
EM-1017 | Add “Parts Category” to “Edit” window of View Purchase Order Module | |
EM-619 | When checking/unchecking “SentToAccounting” on a Service Agreement Payment, add/remove from QB Integration | |
EM-1200 | New Dayplanner item for Projects that have progress pictures / gallery images | |
EM-462 | Allow projects with no remaining receivables that are complete to drop off Cash Flow Management grid regardless of Un Billed Cost | |
EM-1140 | Show only Installation Contacts on Work Order report if there are any (otherwise show all contacts) | |
EM-906 | Prevent re-enabling a user if the active user count exceeds licenses (cloud users) | |
EM-1204 | Change logic for “Approx Value” to update when clicking “View Quotes” tab rather than closing the BOM | |
EM-1072 | Add Document uploader for Haworth Web Service | |
EM-1211 | Ribbon’s & Dayplanner will save the last state (collapsed vs expanded) | |
EM-1217 | UI Enhancements to Blue Ocean Scheme | |
EM-1218 | UI Enhancements to New Email form | |
EM-1222 | Added button for Classic and Simplified Ribbon, and saving the last state for Ribbon & Day Planner (Collapsed vs Expanded). | |
EM-1219 | Importing an Option to the BOM takes the Server Time rather than Local Machine Time | |
EM-1225 | Can not delete items of an Installation Item if there is no Part ID | |
EM-1227 | Unable to Save settings when using the Teknion SIF Export in Batch Entry | |
EM-1228 | Unable to Export a SIF From Teknion Sif Export in Batch Entry | |
EM-1229 | Service Agreements no longer show up on Commissions Report | |
EM-1230 | Can not mark Service Agreement Commissions “Un Paid” | |
EM-1231 | Can only have one Company Record set to “Teknion” OFDA Type. | |