Release 4.97
SUMMARY
This update includes new filters for job materials and expenses costs worksheets and sales records. These filters allow you to filter items based on net cost, estimated quantity, and stock cost relative to base cost.
A significant effort regarding inventory processing has resulted in a cleaner method that reduced code duplication and incorporated better, consistent averaging of stock costs.
There were several other refactoring changes and bug fixes, including proper date assignments on scope copy, and better handling of job materials and the WIPR bin. Included in these notes are items from Release 4.96A, which was released on February 21, 2023.
NEW FEATURES
Added New Filters On Job Item Lists
The job materials and expenses Costs Worksheets and Sales Records have new filters available.
For both materials and expenses, you can now filter items with:
No net cost.
An Estimated Quantity.
No Estimated Quantity.
For materials, you can also filter items with:
No stock cost.
Stock Cost higher than Base Cost.
Stock Cost lower than Base Cost.
Display Holding Cost and Book Value on Inventory List by Catalog (Release 4.96A)
Show the holding cost and book value for inventory admins only.
FIXES
Refactored Inventory Processing
Inventory processing was refactored to reduce code duplication and incorporate better averaging of stock costs.
Fixed New Inventory Record Dropping Pricing Fields
When adding inventory from the Catalog Inventory List, the pricing fields were not being read from as expected.
Other Refactoring
The following items were refactored to support future framework upgrades:
Employee History Forms
Materials Pick Sheet
Fixed Missing Employee Name on Vendor PO Created/Modified Dates
The user ID fields weren't being loaded as expected, so the employee name was being shown as ADMIN.
Fixed a Permission Issue Opening Job Scope Templates
A bug prevented opening a scope template record.
Also, the vendor purchase orders tab was removed for templates, since it wasn't relevant.
Fixed the Date Assignment on Scope Copy
When copying job scopes/tasks the scope date didn't match the job start date.
The difference between the source job start date and the source scope start dates is calculated and applied to the copied scope relative to the target job start date.
For example: As long as a start date is set, if the old scope was 3 days after the job start, the new scope will also be 3 days after the new job start.
Don't Allow Job Items From A Vendor Be Transferred Until Assigned to a PO
If a job item has a vendor amount specified, but has not been assigned to a vendor PO, don’t allow it to automatically reconcile to WIPR until it has been assigned and Costs Confirmed in a Purchase Order.
Load the New WIPR Bin When Items are Auto-Assigned to a Closed Bin
A job item can be pending a stock return because a vendor purchase wasn't Cost Confirmed.
When a WIPR bin is viewed, a check is made to see if pending job items are now confirmed and can be assigned. The successfully confirmed items are then added to the WIPR bin.
If the WIPR bin was closed at the time, the WIPR bin still showed as closed and needed refreshing.
The form is now correctly loading the newly added items and is showing the WIPR bin as expected.
Fixed Error Authorizing Bin in Reconcile Materials / Vendor PO
The Vendor PO Record wasn't referenced correctly when authorizing a bin, so the authorization failed.
Fixed an Error in Vendor Purchase Order Add Form (Release 4.96A)
In the case of creating a vendor purchase order from within a vendor record, the location id was not being identified as expected.
When retrieving the customer contact list, the job id was being used instead of the customer id.
Fixed Default Task Icon on Task List (Release 4.96A)
The default task icon is not reset properly for each row, causing icons to repeat when they shouldn’t.
Fixed Installation Issues (Release 4.96A)
Fixed table installation script and module dependency issues.
