2019 – May
| Module | Form | Description |
|---|---|---|
| Import | Job orders | Fixed an issue which prevented job orders from being imported correctly into Fusion. |
| Reports | Multiple | The 'Item type' filters on the reports accessible via 'Reports / View reports' have been changed from selection-list type filters to Kendo-controls type filters, allowing users to more efficiently filter the reports based on the item type. |
| Inventory/Sales | Multiple | Added a new 'Print' button on the 'Sales orders' grid from 'Sales /Sales orders' and on the 'Sales order' form when managing an existing sales order. The 'Print' button can be used to print the 'Sales order' report. On the 'Sales order' grid multiple sales orders can be printed simultaneously by first selecting the sales orders via their checkbox columns. A similar functionality has been implemented when using the 'Delete' button from the 'Sales orders' grid to allow deleting multiple sales orders. Added a new 'Email it' button on the 'Inventory / Purchasing' grid which can be used to email selected purchase orders. |
| Multiple | Multiple | The 'Items' section when adding items to Job orders, Sales orders and Price quotes and which displayed the subitems of the order item has been renamed to 'Subitems of |
| Reports | Multiple | Made a change when running reports via 'Reports / View reports' so that the specified filters are no longer reset after generating the report. |
| Administration | Admin settings | Fixed an issue which prevented the 'Used currency' admin setting from 'Administration / Admin settings / Currency settings' from being taken into account and displaying the specified currency on various forms and reports. |
| Production/Sales | Job orders / Price quotes | Fixed a display issue on the 'Production / Job orders' grid and the 'Sales / Price quotes' grid which caused the selection-checkboxes to be displayed differently than the selection-checkboxes from the 'Sales / Sales orders' grid. |
| Inventory | Inventory | Added a new 'Movement category' column on the 'Current inventory list' of the 'Inventory'. The new column displays the movement categories of the inventory items. Made a change to the 'Item SKU' and 'Item type SKU' filters on the 'Inventory' such that results for partial matches are now also displayed. |
| Reports | Purchase order report | Fixed an issue on the printed 'Purchase order' report which prevented the 'Unit/Order unit' attributes of the purchase order items from being displayed in the 'Unit' column. Also fixed a similar issue with the 'Material' column which prevented the 'Metal/Wire Metal' attributes from being displayed. |
| Reports | Invoice report | Made several adjustments on the printed 'Invoice' report: The company name and address have been repositioned to the right and the 'Thank you for your business' message and the page counter have been repositioned to the bottom-center. The invoice date is no longer displayed in teh bottom-left corner. |
| Security | Groups and roles | Added a confirmation message when making and saving changes to user group roles from the 'Security groups', 'Roles' and 'Reports' subtabs of the 'Security / User groups / manage user group' form. The changes made to the roles are only saved upon confirming the changes. |
| Inventory | Item types | Fixed an issue when saving item types with default attributes via 'Inventory / Item types' which caused the default attributes to only be displayed for a short time before disappearing when re-opening the item type. |
| Reports | Work in progress report | Added a new 'User group' column on the 'Work in progress' report accessible via 'Reports / View reports / Production reports', displaying the user groups related to the jobs. |
| Reports | Purchase order report | Fixed an issue on the printed 'Purchase order' report which caused purchase order item quantities with a quantity less than 1 to be rounded down to 0. |
| Sales | Sales order conversion | Added a loading bar when converting sales orders into job orders via 'Sales / Sales order conversion' which indicates to users that the sales orders are being converted after using the 'Create' related buttons. |
| Reports | Rejected job report | The layout of the 'Rejected jobs' report accessible via 'Reports / View reports / Joborder reports' has been redesigned: the report is now displayed on a 'Landscape' orientation; the applied filters are now also displayed on the report; the title of the report has had its fontsize increased; corrected a type in the 'Rejected by' column; each now job order is now separated to better visually indicate the rejections for the same job; the 'Service' column has been renamed to 'Rejected in service'. |
| Sales | Sales orders | It is now possible to upload images to sales orders via 'Sales / Sales orders / Add/edit sales order / Image section'. A maximum of 4 images can be uploaded to each sales order, and the default sales order image is also displayed in a new 'Image' column on the 'Sales orders' grid. As a result of the new 'Image' section, the 'Payment term, Payment type and Company sales representative' fields have been moved to the 'Billing' tab from the 'Additional info' section. |
| Reports | Multiple | Added a new column on the printed 'Purchase order' report to display the purchase order items' measure unit. The 'SKU#' column now also displays the item type's vendor code instead of the item type's code. Added a new column on the printed 'Sales order' report to display the sales order items' measure unit. The 'SKU#' column now also displays the item type's code instead of the name. |
| Multiple | Multiple | Fixed an issue when editing item type subitems which allowed users to assign the edited subitem as a parent to itself. Made a change when saving Job order (JO) and Price Quote (PQ) notes so that they are now saved directly in the database. |
| Sales | Price quotes | Fixed an issue when copying price quotes (PQs) with an 'Approved/Declined by' custom attribute value which caused the 'Approved/Declined by' value to remain blank even after the PQ was approved by the customer via the customer portal. |
| Sales | Sales orders | Fixed an issue which prevented the 'Due date' field on Sales orders from being mandatory after setting it as a mandatory field via the database. |
| Administration | Services | Fixed an issue when creating new services via 'Administration / Services' which caused an error to be thrown upon saving the new service. |
| Sales | Sales order conversion | Fixed an issue when converting sales orders into job orders via 'Sales / Sales order conversion' which caused the conversion in progress indicator to be displayed in different parts of the screen depending on the user's resolution and scroll position. Also fixed a related issue which prevented the conversion in progress indicator from being displayed when converting sales orders into jobs via the 'Create new' button. |
| CRM | Customers | Fixed an issue when editing customers via 'CRM / Customers' which prevented the top 'Save' button from the 'Customer' form from being usable if the customer had the 'Customer portal enabled' option enabled. |
| Inventory | Purchasing | Fixed a typo when managing purchase orders via 'Inventory / Purchasing' which caused the 'Purchase Order code' field and 'Purchase Order(s)' column to be misspelled. |
| Inventory | Item types | Fixed an issue when copying item types via 'Inventory / Item types' which prevented the 'Cost type' from the original item type to carry over to the copy. Also fixed a similar issue when copying item types with subitems which prevented the subitems' 'Cost, Sales price, Price type, Labor cost and Default vendor' from the original item type to carry over to the copy. |
| Reports | Invoice list report | Fixed an issue on the 'Invoice list report' accessible via 'Reports/View reports/Invoice reports' which caused the 'Gross', 'Invoice total' and 'Invoice balance' to be calculated incorrectly in some cases. |
| Sales | Invoices | Added a new 'Save & add new invoice' button on the 'Invoice' detail form when creating or managing invoices via 'Sales/Invoices'. The button can be used to save the changes on the current invoice and automatically bring up a new 'Invoice' detail form to create a new invoice. |
| Sales | Price quotes | Fixed an issue when converting Price quotes (PQs) into job orders (JOs) via the 'Status' button from 'Sales / Price quotes' which caused an error to be thrown when converting PQs for customers with assigned sales representatives and which prevented the corresponding JO from being generated for the PQ. |
| Reports | Work in progress report | Fixed an issue on the 'Work in progress' report accessible via 'Reports/View reports/Production reports' which caused the 'Estimated time' for the 'Catbird labor' subitems to be doubled. |
| Multiple | Multiple | Redesigned the way images are displayed on various detail forms (such as job images, item type images, etc.). The default image is now displayed in a larger size with 3 small images displayed next to it (if additional images were uploaded). The image-related buttons when when viewing images are the following: Camera button - can be used to take a picture with the webcam and upload it. Upload button - can be used to manually upload an existing image. Delete - can be used to delete an image. |
| Multiple | Price quotes / Invoices | Fixed an issue when showing and hiding columns on the 'Sales / Price quotes' grid which prevented the first column-related change from being saved after refreshing the grid. Fixed a similar issue which prevented the new column positions from being remembered after re-arranging the columns and refreshing the grid. Also fixed an issue when re-arranging the columns on the 'Sales / Invoices' grid which caused the column headers to be displayed with a different font size after refreshing the grid. |
| Inventory | Item types | Fixed an issue when adding subitems to item types via 'Inventory / Item types' which caused the 'Parent item type' field to also display the item type that was being edited as an option. This change was made to prevent item types from being added as subitems to themselves. |
| Misc | Login | Fixed an issue after logging in with the 'Stay signed in' option enabled which caused the login info to be displayed in the browser's console. |
| Sales | Sales orders | Added a new 'SKU' filter when adding inventory items to sales orders via the 'Add item from inventory' button which can be used to filter item types based on their codes. Also added the corresponding 'Item type SKU' column in the items grid of this form. |
| Misc | Login | Fixed an issue when a login session expired while a form was opened in PIRO Fusion which caused the form to become inactive rather than notifying the user their session had expired and taking them back to the login form. |
| Multiple | Multiple | Fixed an issue when using the 'Email it' button to email price quotes via 'Sales / Price quotes/ Price quote detail' which caused the price quote document to be attached twice in the email. Also fixed an issue when managing Purchase orders via 'Inventory / Purchasing' which caused the 'Email it' button to always be inactive. |