Release 5.21
In this release, we’re doing a lot of clean up and preparation for more changes. Hopefully we’ve fixed more bugs than we introduced, so if something seems a little weird, be sure to bring it up. We watch the error logs regularly, but not every problem shows up in the logs.
The biggest change we’ve made is to add more flexibility to invoicing by allowing fine-grained control of what items belong on which invoice. Another change fixes an annoyance with copying job scopes and then needing to adjust the start dates afterwards. The job scope start date will now align to the job start date.
What’s New
Allow labor and job items to be attached to invoices independently of the job scope
Previously, the invoice set on the job scope was forced onto any attached labor or job items.
The invoice on job scopes is now considered the default invoice, meaning that you can override the invoice assignment on individual items, regardless of the setting on the job scope.
Fixes and Improvements
Set the scope start date to align with the job start date when copying scopes to jobs
Updated Job Scopes to set the estimated start and end dates to match the job start date during duplication.
Previously, the new job scope carried over the date that was existing on the source job scope.
Purge records marked as deleted when attempting to delete scopes and tasks
If there are job items attached to a scope or task, trying to delete the scope or task would not work because of the attached items.
Manually deleting job items would also not work because the deleted records are only archived.
This change will permanently delete those records so that the scope or task could be deleted.
Refactoring and Code cleanup
Various forms and lists have had code updated
Job forms
Time sheet lists and forms
Job item lists
Job scopes lists and forms
Reconcile inventory form
Vendor purchase orders list
Added logging for AI functions for troubleshooting
issues with AI calls can be better managed with logging. Log contents can be provided if requested.
