22/10/2024 (Main & Tracker)

Enhancements

Transactions - Functionality has been added to link a Transaction to an SM - See Actions > Update Transaction > Link Transaction to an SM

The Item Type field has been added to the Transaction Items, hidden by default.

Email - The To, CC and BCC edit fields have been changed to a token edit.

Job view - the Est Hours are now calculated from the Services if the Job has not been planned yet.
Job Actions have been added to the Job View's context (right-click) menu.
Drilldown functionality has been added from Job View to Gantt View.
The last Due Date (PO) date has been added to the Job View and Materials View. (Note: The PO module is identified by the Costing Rules)
The linked Transaction Item Code has been added to the Jobs View, hidden by default.
Dashboard - the New Tasks are now displayed by default, regardless of settings.

Export functionality has been added to the Report views.
Batch Update functionality has been added for the Remind Date.
When the Class of an SM is changed, you are now prompted to select a Category from the new Class.
The Sales Comparison report has been optimised to improve performance.
The Board Views now only display data once you select a Filter and click the View button.
The Remind Date and Due Date can no longer be backdated.
A Levels filter has been added to Projects. Drag-and-Drop is only available on All, Level 1 and Level 1 & 2.
Project Summary Report - An Assign to filter and column have been added. The Filter captions have been renamed to Tags. Act Hrs and Var Hrs (Est Hrs - Act Hrs) columns have been added - populated only when the Show Hrs filter is checked. A SM No. filter has been added.

Fixed: The Transaction Item Batch Updates Update and Delete buttons were not working correctly.

Fixed: Production Planning - when new Tasks were moved to Planning, the Stage was not re-ordered.

Fixed: A Role Settings group has been renamed to 'Production Planning' from 'Production Board'.

Fixed: SM - The open Project was not refreshed before the SM was Output.

Fixed: SM - The Create New dialog was creating scrollbars when an Asset was used in a Class linked to Customers.

Fixed: The SM Edit View is now refreshed when it is Activated - for example, if the Status changed it will reflect immediately.

Fixed: When a Version was created from a Transaction, the Version was not linked to the SM.

Fixed: An AV Error was returned when linking an Attachment to a Task.

Fixed: When a Stock check record was Updated, the Est Qty was set to 0.

Fixed: The Tracker was not updating the next Task to Ready when Complete.

Fixed: The Service field was not updated in Timekeeping when the Planning Board was not in Grouped mode.

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