Release: September 1, 2020

Owned by Paul Hitchcock
Sept 02, 2020
2 min read

  • Estimate Copying Checked Column - When copying products/groups/estimates in Estimating the value of the Checked column on the line items will be copied as well.

  • New Employee Permissions

    • Can Access Project Contact Tab - Disable to hide the Contact tab on the Project form. The permission can be found on the Employee form under “Permissions\Access Forms\Project - Contact Tab”

    • Can Edit GL Accounts - Off by default. Prevents editing of GL Accounts

    • Can Edit Cost Codes - Off by default. Prevents editing of Cost Codes and Cost Types

    • Can Edit Locked POs - Off by default. Allows editing of POs in a Status that does not allow editing

  • PO Locking by Status - Added properties for each PO Status to block Editing and Changing the Status of POs. The properties are set by changing the state of the columns ‘AllowEdit’ and ‘AllowStatusChange’ on the PO_Status table. In this version you can only configure this using SQL.

  • PO Item Equipment - Added an Equipment column for linking to an item from the Equipment table.

  • Equipment Accounting ID - Added an Accounting ID field to the Equipment table for linking to external accounting apps.

  • PO Item GL Account Rules - Added properties for each GL Account for rules when using the account. The properties are set by changing the state of the columns. In this version you can only configure this with SQL. The following columns have been added to the Accounting_GLAccount table.

    • AllowProject - On by default. Selecting an account on a PO Item with this turned off will warn if a Project is also selected.

    • RequireInventoryID - Off by default. Selecting an account on a PO Item with this turned on will warn if no valid Inventory ID can be found. The Accounting ID is set on the Inventory record and the PO Item will match to Inventory based on the selected combination of Part/Color1/Color2/Modifier.

    • RequireEquipmentID - Off by default. Selecting an account on a PO Item with this turned on will warn if no valid Equipment ID can be found. To link an Equipment ID select a value in the Equipment column for Equipment that has an Accounting ID entered.

  • Fix: PO Notes - After a recent release the Notes on the PO were not editable.

  • Fix: Import Material Budget - The Unit Amount column was not importing correctly when importing from a CSV file.