Release 4.99

Written By John Greep

SUMMARY

Job scopes and tasks have received a fair bit of attention in this release, with a number of forms and lists getting an internal refresh. These are some of the oldest bits of code in the system, so they were overdue.

We’ve also continued to tweak issues with inventory as they’ve appeared. We’re targeting additional functionality with inventory control with a new feature that has been slower to appear than anticipated.

New features of note include a productivity gain regarding quick-add of items to materials and expenses lists, and an additional method of authorizing catalog items on bins.

An unusual change has been to remove a function that has hindered more than helped. Allowing a quick copy of job scope and task text into a time sheet has resulted in too much duplication of text that is difficult to account for in generating invoices, so the buttons have been removed to encourage better use of the time description.

Several items from Release 4.98 minor releases are also included here.  If you have any questions, please reach out to us.

NEW FEATURES

Set Focus to Search Item Code Field After Quick Add

  • After "Save and Add Another" or "Save and Reload" is clicked on Job Item lists, PO Line Item lists, and Vending Store Order lists, the cursor is focused on “Search Item or Item Code”, making it easier to add another without extra mouse movement.

Removed Copy Scope Text Buttons From Time Sheet Entry

  • The ability to copy the scope and task text into the time sheet description using a button has been removed.

  • The intent is to encourage writing relevant details and avoid cluttering the invoice with repeated text. Generating invoices has become difficult with so much clutter to remove, when the bulk of the text is already provided in the scope and task descriptions.

  • What is most desired is a description of the results, challenges, successes, and progress of work.

Authorize a Catalog Item on The Bin Authorized Materials List

  • On the authorized materials list for the selected bin, show a form at the bottom: Add Authorized Catalog Item.

  • Also fixed the Deauthorize function on the Catalog Authorized Bins list.

Added Item Code/Title Filter to PO Line Item Lists

  • Vendor PO Line Item lists can be filtered by the item code or title.

BUG FIXES

Fixed Error Adding Inventory

  • When adding Inventory the system was behaving as if the item should already exist and was failing at a process that wasn’t required for new records.

Job Scope Fixes and Refactoring

  • Refactoring to support future framework upgrades.

    • Refactor the Job Scope View/Edit form

    • Refactor the Job Scope Task View/Edit form

    • Refactor Job Scopes Catalog List

      • Refactor the insides of the Job Scopes Catalog list to allow for more effective code reuse.

    • Refactor the Job Scope Styles list (Release 4.98E)

    • Refactor the Job Styles list (Release 4.98E)

  • Fixed Scope Copy From a Job With No Start Date

    • Copying a scope from a job with no start date has the new scope date defaulting to the target job start date.

  • Clear Scope ID When Changing/Copying Time Sheet (Release 4.98D)

    • When copying or changing a time sheet to a job with no scopes, the scope ID is cleared so that it doesn’t appear to be attached to the wrong job.

Refactored Employee List and Search Pages

  • Refactored the employee lists and search forms to support future framework upgrades.

Fixed Stock Tags Not Working in Inventory

  • Tags on Job Materials were not being applied to the inventory record when returned to stock.

Refactor Vending Admin Form

  • Refactor the vending authorized items list. Vending module is not yet enabled, so this won’t affect you.

Fixed Currency Exchange Reconciling Vendor PO to Inventory (Release 4.98E)

  • Moving stock to inventory by reconciling directly from the Vendor PO was not converting the currency on foreign currency PO’s.

Fixed Bug Getting Bin List From Non-Catalog Item (Release 4.98C)

  • A non-catalog item was acting like a catalog item, thinking it should belong in a bin.

Monitor Error When Adding Customer With Job (Release 4.98C)

  • In some cases, when adding a customer at the same time as adding a job, an error occurs.

  • Unable to replicate the problem, so we are monitoring it by adding logging to gather further information.

Fixed WIPR Bin Issues (Release 4.98A & 4.98B)

  • Internal issue prevented the WIPR Bin from being opened as expected.

John Greep
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Release 4.99A
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