2019 – July
| Module | Form | Description |
|---|---|---|
| Production | Job orders | The layout of the 'Job order detail' form when managing job orders via 'Production / Jobs / add/edit job' has been slightly redesigned. The 'Image viewer' related section has been moved to the right side of the form and the position of various fields have been adjusted for better visual clarity. |
| Reports | Customer list report | Added a new 'Customer/Vendor' filter to the 'Customer list' report accessible via 'Reports / View reports / CRM reports'. The new 'Customer/Vendor' filter can be used to specify whether the report should return results only for customers, only for vendors, or for both customers and vendors. Also fixed an issue with the 'Customer' filter which prevented the results from being filtered properly based on the specified customer. |
| QB mapping | QB mapping | Implemented a backend change to the Quickbooks mapping functionality such that the Quickbooks mapping related service can be set to operate based on the PIRO Client or PIRO Fusion settings via the database. |
| Reports | Multiple | Added two new Catbird specific reports, accessible via 'Reports / View reports / Inventory reports': the 'QC Data' report which can be used to review the items' quality checking information and the 'Item Labor' report which can be used to review item labors. |
| Licensing | Licensing | Made an adjustment to the licensing functionality for PIRO users who have access to both the PIRO Client and PIRO Fusion such that Fusion checks the PIRO Fusion related license instead of the PIRO Client license. |
| Production | Casting trees | Fixed several issues related to casting trees (CTs), accessible via 'Production / Casting trees': Fixed a typo in the 'Casting batch code' filter; the 'Job item code' has been renamed to 'Containing job with code' and now filters correctly based on the job order codes included in the casting trees; Fixed an issue which prevented the 'Hide finished casting trees' filter option to also show CTs in 'Finished' status; Fixed an issue which prevented all CTs from being displayed on the 'Casting trees' grid; Removed the second confirmation message when deleting casting trees as it was redundant; Fixed an issue when editing CTs and specifying the 'Actual weights' which prevented the 'Actual weights' from being saved and caused the CT's status, workflow and date to be reset. |
| Reports | Item type list report | Fixed an issue on the 'Item type list' report accessible via 'Reports / View reports / Inventory reports' which prevented the 'Item group' filter from working properly. |
| Sales | Invoicing | Added a new functionality when emailing invoices via 'Sales / Invoicing / select invoice / Email it button' which displays a confirmation message to the user after succesfully emailing an invoice. |
| Inventory | Item types | The 'Item type details' form when managing item types has been visually redesigned. The 'Secondary measure unit' and 'Default unit amount' from the 'Main info' section are now displayed based on the item types' item groups settings. An additional 'Attribute based pricing' related icon is now displayed next to the item group for item types belonging to item groups with attribute based pricing enabled where the item types' attribute based prices can be managed. The 'Attributes' tab is now only displayed for item types belonging to item groups linked to a custom attribute list. |
| Sales | Price quotes | It is now possible to view Price quote (PQ) items directly from the 'Sales / Price quotes' grid without having to open up the 'Price quote details' form. Each PQ can now be expanded from the PQ grid in order to show its corresponding items' information. The same PQ item information is displayed here as on the 'Price quote details' form. |
| Sales | Price quotes | Fixed an issue when managing Purchase orders (POs) which could cause all PO items to be deleted in very rare cases. |
| Reports | Multiple | Fixed an issue when using the 'Export to Excel' functionality on the 'QC data report, BoM report, Work In Progress report and Inventory report' which caused the columns displaying number values to be set to a 'Data' format instead of a 'Number' format. |
| Reports | BoM report | Made the following changes on the 'BoM report' accessible via 'Reports / View reports / BoM report': The report now only displays first level subitems. Added a new 'SKU' column, displaying the item type code. The 'ID' column has also been removed. Also fixed an issue which prevented the 'Item type' filter from working correctly. |
| Sales | Sales orders | Fixed an issue when trying to add inventory items to Sales orders via the 'Add from inventory' button from the 'Sales order detail' form which prevented any of the available inventory items from being displayed in the 'Add item from inventory' grid. |
| Administration | Admin settings | Made a validation change on the 'Administration / Admin settings' form when attempting to save the form without specifying all the mandatory information for some of the admin settings which now informs the users which mandatory information is missing and needs to be specified. |
| Inventory | Item types | Fixed an issue after redesigning the 'Item type details' form which prevented the 'Specific gravity' field from being displayed on the 'Inventory / Item type details / Misc info tab' when managing item types. |
| Administration | Admin settings | "Added a new 'Excel export settings' admin settings section on the 'Administration / Admin settings / General settings' form. Also added two new admin settings under this section: 1. 'Excel export number format' admin setting which allows specifying how number values are formatted on exported Excel files. The following formats are available: |
| Inventory | Item types | Fixed an issue after redesigning the 'Item type details' form which prevented the 'Specific gravity' field from being displayed on the 'Inventory / Item type details / Misc info tab' when managing item types. |
| Administration | Admin settings | "Added a new 'Excel export settings' admin settings section on the 'Administration / Admin settings / General settings' form. Also added two new admin settings under this section: 1. 'Excel export number format' admin setting which allows specifying how number values are formatted on exported Excel files. The following formats are available: |
| Sales | Sales orders | Fixed an issue which prevented the 'Finish' button from the 'Sales / Sales orders' form from placing the sales order into 'Finished' status when used. |
| CRM | Customers | Fixed an issue which caused an error to be thrown when attempting to edit users via 'CRM / Customers / Edit customer'. |