NEW FEATURES

• Merge Inventory - Added a Inventory Merge procedure. Select two or more records on the Inventory list and right-click and select Merge. Pick which Inventory record will remain and click Start Merge. The process will modify all linked PO Items, MR Items and Pick Ticket items linked to the Inventory records that will go away to match the Part/Color1/Color2/Modifier of the Inventory that will remain, then it will migrate all Inventory transactions to the remaining inventory and finally remove the other inventory records.

• Multi-Select Inventory Detail - You can now select multiple rows on the Detail table on the Inventory form before right-clicking to affect multiple records at once. When selecting multiple rows it will affect the entire qty for that row.

• Timeclock - Modified the Timeclock desktop app

  • Modified the logic for the Break buttons so that the ‘Break Controls’ setting on the Timeclock app disables all break buttons and is not overwritten by settings from a linked Schedule. The only exception is if the user is currently on a break then the End Break button will show.

  • Added a setting titled ‘Prompt Task Done’ to enable/disable the prompt that asks the employee when clocking out of a task if they want to mark that task as done.

• Global Invoice Numbers - A new option has been added to the Invoices tab in Options titled ‘Number Invoices Per Project’. It is on by default and will follow the typical behavior where invoices are numbered per project separately starting with 1. If you would like a sequential number for Invoices across all Projects turn this option off and any new invoice will use the greatest invoice number on any project plus one.

• Timecard Notifications - New options have been added to the Notifications tab in Options to disable/enable the notifications that get sent when a Timecard item is Approved or Rejected.

• Employee Notification Refresh Interval - The auto refresh interval on the Employee Notification window was five minutes. Now each employee can modify the interval on the Employee Notification window. Set it to zero to disable the auto refresh.

• Employee Notification - The reminders for Unsubmitted MRs, Unreleased Pick Tickets and Unapproved MR Approval Requests now populate in the Employee Notification window instead of a popup message.

• Show Project IDDescriptionStr - For users that have overridden the computed IDDescriptionStr field for Projects, typically for customer project numbering, a new option has been added to display the IDDescriptionStr field instead of the Description field on the Project Form. The setting is named “ProjectShowIDDescriptionStr” and can be modified on the All tab in Options using the value “True”.

• Manifest Print on Scan - Modified the two methods for printing during a scan to trigger from a scanner. Previously these were only triggered during a manual scan on screen.

  • Brother SDK - Added a right-click menu to add/remove the path for the Brother label file at Options-->Manifests-->Actions. The previous method of double-clicking the Action list has been removed.

  • Custom Report - The printer settings used to be requested on screen for the first label since the manifest form was opened. Now the settings are stored per login and the user is no longer prompted. To modify the printer settings right-click in the list of manifest items and select ‘Change Printer Settings’.

• Budget Record Name/Time Stamps - Added CreatedBy and CreatedOn fields to the budget records

• RFI and Transmittal Email - The Email PDF right-click menu for RFIs and Transmittals will load submenus for Key Contacts and Project Email address similar to the way the right-click menu for Files does.

• Query Form - To reduce loading time the loading process was modified so that the tables/columns are loaded first without extended properties, then the extended properties are loaded in a separate trip to the server. The extended property name that stores the column notes has been changed from ‘MS_Description’ to 'CN_Note'

• Estimating -

  • Options through Spec - Turning Options on with Spec will now affect the prices in the interface. New functions have been added to the database that can be used to simplify pulling data for estimates in reports.

  • Alternates - Added a table for flagging Products as part of an Alternate

  • Final Markups - Added a table for adding a final markup step to all Products on the estimate. The sequence column can be used to compound markups. Sequence of zero will be added to the Group and Product markup. Any sequence greater than zero will be applied after the Group and Product markup is applied. Multiple items with the same sequence will be combined.

  • Added ‘Area’ Column to Products - The new column is available on the line item and also available for configuring importing from a Bluebeam export.

  • Measurement Min/Max/Increments - The measurement cells will now show warnings if the entered measurements do not adhere to the Min, Max and Increment rules entered for the Product. Currently it will not prevent entry but only warn the user.

• Project UDC - Added a tab to enter UDCs while adding a new Project

• Net Worth UDC - Added text and numeric UDC columns to the Net Worth table and form. The columns can be defined on the Project UDC tab in Options. Also see settings on the All tab in Options with a name starting with ‘NetworthUDC’

• Project Parts/Colors - Added multi-column sorting to these tables and also added a right-click option to Print reports designed for these areas. See this page for information on the prefixes and parameters required to use the new reports. Two sample reports have been included.

• View License Seats at Login - When opening the View License Seats Used window from the Login window, you could not use the Logoff Device or Release Seat functions because the user had not yet logged in and permissions could not be verified. In this update if you enter your credentials prior to clicking the View License Seats Used button it will use those credentials to verify the user has permission to edit seats and enabled these functions accordingly.

FIXES FOR REPORTED ISSUES

• On the Employee Notification window, the links to the parent of the notes did not work for all parent types.

• When using a schedule with a shift that ends at midnight, the timeclock records were not saving correctly

• When creating PO tax rates if you tried to save a component without a name or rate an error would occur

• Creating Project folders by using the button on the Documents tab on an existing Project was not replacing the tag <IDDescriptionStr>

• When on the Invoice form the Goto Invoice function would take you to the wrong project in certain scenarios

• Triggering Change Order Dates for Change Orders from a Task was changing the incorrect dates