Release 5.09
This release introduces many new features and fixes, including new search capabilities and the beginning of a Reconcile Payables report. New tools for managing cost centers and dealing with materials have been created.
We still have a few new reports in the pipe, so stay tuned.
New Features
New Reconcile Payables Reports
Added a report of vendor purchase orders that have been costs confirmed, have an invoice number and date, and have not already been reconciled.
Allow selecting po’s and setting as reconciled by applying a selectable date.
Allow Searching Vendor Contacts in the Global Search
Show results for Vendor Contacts when doing a Vendor search globally.
Fix error with NULL in link when showing over 50 Purchase Orders.
Fix error with Vendor Name and location not showing on listed Purchase Orders.
Allow Searching Customer Contacts and Job Sites in Global Search
Show results for Customer Contacts and Job Sites when doing a Customer search globally.
Change Late Time Sheet Highlight on Employee List
On the list of employees, the Action column was removed and employees with late time sheets have their name highlighted with a tooltip describing that the time sheet is late.
Unreconciled Materials
Allow finding unreconciled materials in purchase orders.
When you are searching for materials on hand, you can open the catalog record and view Vendor Purchase Orders for that item.
The updated list shows the quantity of items in the purchase order, as well as the job status, allowing you to identify potential unused items that may not have yet reached the WIPR bin.
Add Active Flag to Cost Centers
Allow a cost center to be marked as Active or Inactive.
Show only the active cost centers when allowing selection, unless an existing record contains an inactive cost center.
Add Stock When Authorizing Bins For Materials
When authorizing a bin, allow entering a stock quantity, style, and tag, then create an inventory record if one doesn’t already exist.
Fixes
Fixed Errors on Job Materials Inventory Tab
For the case of Job Material items not in the catalog or not stockable:
Hide the Inventory tab on the Job Materials form.
Hide non-relevant inventory fields. Show them again when a different catalog item is selected.
Fixed Problem With Empty ID Load Wrong Record
If a key ID of 0 is supplied to the URL, the first record in the table is returned. It should fail to return anything.
Several record types had this problem and are fixed.
Fixed Materials Search Using Slash (/)
Putting a forward slash in the item code search causes an extra parameter to be included in the lookup, so the search routine throws an error.
The fix will now ignore the slash. Anything after the slash is also ignored.
Check for Quotes Layouts Before Saving Quotes
Adding a quote to the job was failing when quote printing is turned off.
A quote layout is still needed, even if a dummy one.
Display a failure message if no layout is configured.
Fix Employee Number Not Being Saved
Changes in the employee number on the employee edit form were not detected if the numeric value stays the same (such as removing or adding leading zeros).
Fix Customer Status Message in Employee Customers List
The form title wasn’t displaying correctly due to the customer status code not being filtered when requesting the description for the list of assigned customers to an employee.
Tooltip Theme Function and Element
Fixed the tooltip for Job Scopes displaying wrong.
Undefined Offset on Time Sheet Edit
When a time sheet job is changed, the labor type was undefined and was causing an error.
Job Scopes not Loaded for Closed Job
When a job is closed, under Copy Checked Items to Job or Customer P.O./Invoice, the scopes weren’t populated.
