2019 – February
| Module | Form | Description |
|---|---|---|
| Inventory | Inventory | Fixed the following issues when adding/editing inventory movements via 'Inventory / Inventory': Fixed an issue which caused the 'Cost' and 'Unit amount' to be '0' instead of the cost and unit amount specified on the item type; Fixed an issue when manually specifying a cost which caused the 'Price' to also be updated with the inputted 'Cost' value. The 'Cost' and 'Price' fields are now calculated and displayed with a decimal precision of '2'. |
| Reports | Signet report | Fixed an issue on the 'Signet report' from 'Reports / View reports / Fusion custom reports' which caused the report to also display results for customers who had been deleted. |
| Sales | Price quotes | Fixed an issue when copying Price Quotes (PQ) which caused the 'Approved/Declined by' attribute value of the original PQ to transfer over to the new (copy) PQ even if the attribute value was cleared when copying the PQ. This also caused the 'Approved/Declined by' value of the original PQ to be lost and for the new (copy) PQ to be created with the original job's attribute value instead of the attribute value being blank. |
| Reports | Job order summary by status report | Made the following layout changes to the 'Job order summary by status' report, accessible via 'Reports / View reports / Joborder reports': the used filters are displayed in the top-center of the page; results are displayed in alternating colors; the 'Count' column is now justified to the right; added a 'Total' row at the bottom of the 'Count' column, displaying the sum of the 'Count' column. |
| Reports | Invoice list report | Redesigned the layout of the 'Invoice list' report, which can be accessed via 'Reports / View reports / Invoice reports'. The applied filters are displayed in the top-center of the page, the 'Shipping' and 'Subtotal' columns have been removed, the 'Total value, Payment, Balance' columns now display their values justified to the right. |
| Menu | Multiple | The following menu-options have been removed from the left-side menu: 'Add customer, Add sales order, Add job order'. These functionalities are still available from their corresponding modules: 'Customer, Sales orders, Job orders'. |
| Production/Sales | Price quote/Job orders | When converting Price quotes (PQs) into Job orders (JOs) via 'Sales / Price quotes' the creation date of the notes assigned to the PQs now also carries over to the corresponding JOs instead of the creation date of the job notes being updated to the creation date of the job order. Also fixed an issue in such cases which caused the row-order of the PQ notes to reversed on the converted JOs. |
| Reports | Job order envelope - no prices report | Added a new 'Job order envelope - no prices' report, identical to the 'Job order envelope' report but which does not display any prices. |
| Sales | Invoices | Fixed an issue when creating new invoices via 'Sales / Invoices / Create new form' which caused the 'Customer' field to display the same customer twice in some cases. |
| Reports | User list report | Fixed an issue which caused an error to be thrown when attempting to run the 'User list' report via 'Reports / View reports / Activity reports'. |
| Production | Job orders | Fixed an issue when uploading STL images to job order item custom attributes on the 'Job order' form which caused the file to become corrupted when attempting to download the file. |
| Sales | Price quotes | Added a new 'Attributes' column on the 'Items' grid of the 'Price quotes' form (Sales / Price quotes) which displays the attributes of parent items from Price Quotes. |
| CRM | Customer & Vendor settings | Fixed an issue which prevented saving any changes to the customer and vendor settings from the 'CRM / Customer & Vendor settings' module. |
| Administration | Product catalog management | Added a new 'Product catalog management' module accessible via 'Administration / Product catalog management', allowing users to manage product categories which can then be assigned to item types via 'Inventory / Item types / View item / Product catalog settings'. |
| Production | Job orders | Added a new 'Create item type on completion' option when managing job orders on the 'Add/Edit/View job orders' forms. When enabled, a new item type is automatically created with the job order item's properties (Item type, subitems, attributes, quantities, etc.) once the job order is finished. The newly created item type's item group can be specified in the 'Item type created' field which becomes available after checking the 'Create item type on completion' setting. |
| Sales | Invoices | Fixed an issue when the invoicing sales orders which caused the 'Generate inventory movement' setting from the 'Edit item on invoice' form to be unchecked even if the 'Subtract items of SO from inventory upon invoicing' admin setting had been enabled and the SO item was an inventory item. Checking the 'Generate inventory movement' setting manually on the invoice item also caused the setting to become unchecked after saving the invoice item which prevented the corresponding inventory movement from being generated by the invoice. |
| Reports | Job order envelope report | Added the functionality to allow multiple versions of the 'Job order envelope' report to be printed. The 'Print' button from the 'Job orders' and 'View job orders' forms are now expandable and can be used to select the job order envelope version which needs to be printed. |
| Sales | Price quotes | Fixed an issue which caused an error to be thrown after routing job orders through the 'Production' service and assigning a user to the job. |
| Administration | Auto emails | Fixed an issue which prevented 'Breeze upgrade' emails from being sent automatically. |
| Inventory | Item types | Fixed a performance issue when filtering item types via 'Inventory / Item types' or using the 'Refresh' button which caused the 'Item types' form to be slow. Also fixed an issue with the 'Cost' column from the 'Item types' grid which prevented the correct cost from being displayed when the item type's cost was calculated from the costs of its subitems. Added a new 'Cost type' field when managing item types which can be used to specify how the cost is calculated, similar to the existing 'Pricing type' field. The available cost types are: 'Fixed, Component based, Attribute based'. |
| CRM | Customers | Fixed an issue when filtering for customers via 'CRM / Customers' which caused the 'Country' filter to be case-sensitive and prevented results from being displayed when typing in the country in all lower-case letters. |
| Inventory | Item type subitem | Added a new 'Attributes' column on the 'Item type subitem' form when managing item type subitems via 'Inventory / Item types / Manage subitems button' which displays the custom attribute values of each subitem. |
| Security | Users | Fixed an issue when managing users and adding them to new user groups via 'Security / Users / User management / Groups tab' which caused the user's newly assigned user groups to be lost after saving the user. |
| Reports | Workflow labels report | The 'Workflows' report has been renamed to 'Workflow labels' and the report has also been redesigned and is accessible via 'Reports / View reports/ Production reports'. The report now displays the applied filters in the top-section of the report and the displayed values are now centered. |
| Multiple | Multiple | Fixed an issue on the left-menu which caused some of the modules to be displayed incorrectly as part of a different parent module. Fixed an issue on 'Sales / Price quotes' which prevented Price Quotes (PQs) from being saved and which caused an error when attempting to add items to PQs. Fixed an issue when managing PQs which caused the 'Attributes' column to be blank even for PQ items which had custom attribute values. Also fixed an issue on 'Sales / Invoices' which prevented invoice items from being displayed even for invoices which had items added to them. |
| Reports | Price quote summary by customer report | Added a new 'Price quote summary by customer' report accessible via 'Reports / View reports / Sales reports'. The report displays the number of Price quotes (PQs) created and rejected for each customer within a specified date interval. The applied filters are displayed at the top of the report. |
| Reports | Scheduled orders list report | Fixed an issue which caused an error to be thrown when trying to run the 'Scheduled orders list' report via 'Reports / View reports / Production reports'. The report has also been redesigned and now displays the following information: 'Date from/to, Scheduled, Total due, Finished'. The report can be used to view the jobs that are scheduled to be finished within the specified date, how many of them have actually been finished and how many jobs remain to be finished. |
| Reports | Price quote summary by status report | Added a new 'Price quote summary by status' report accessible via 'Reports / View reports / Sales reports'. The report displays the number of Price quotes (PQs) created within the specified time interval and are grouped according to their status. |
| Reports | User assignments report | Fixed an issue which caused an error to be thrown when trying to run the 'User assignments' report via 'Reports / View reports / Activity reports'. The report has also been redesigned and now displays the following information: 'Assigned to, Assigned at, Service, Duration, Order code, Customer, Status, Order date, Due date'. The report can be used to view the user which has been assigned to each service, the time when the user has been assigned to the service and additional information about the related job order. |
| Sales | Price quotes | Fixed an issue when adding items to Price quotes (PQs) by scanning via 'Sales / Price quotes / Items & Services / Items tab / Add item scan field' which prevented the scanned item's attributes from carrying over to the PQ item. |
| Inventory | Purchasing | Added a new functionality to the 'Item type' field from the 'Add/Edit purchase order item' form (Inventory / Purchasing / Purchase order) which also allows filtering based on item type's code (SKU) when specifying the item type of Purchase order items. |
| Sales | Invoices | Fixed an issue when changing the invoice statusses of invoices with '0' balance via 'Sales / Invoices' which caused the status change confirmation window to be displayed even when the 'Don't show confirmation pop-up when changing invoice statuses' admin setting had been enabled. |
| Inventory | Inventory | Fixed an issue when manually adding inventory movements via 'Inventory / Inventory / Create new button' which prevented the correct cost for item types with 'Component based' cost calculation from carrying over to the inventory movement. |
| Inventory | Item types | Fixed an issue when assigning labor types to item types via 'Inventory / Item types / Edit item / Default labor type field' which caused the specified labor type to be deleted after saving the item type. |
| Production | Routing | Made a functionality change when the 'Process casting trees independently from jobs' admin setting (Admin settings / General / Production settings) is disabled such that routing a job order through services which require a casting tree now brings up s a 'Casting tree assignment' form which allows the user to either create a new casting tree or add the job to an existing casting tree. |
| Inventory | Inventory | Fixed an issue which caused the 'Cost' and 'Total cost' column to be displayed on the 'Current inventory list' tab of the 'Inventory' (Inventory / Inventory). Also fixed an issue which caused the 'Price' to display the total price of the inventory movement and the 'Total price' to display '0' on the 'Current inventory list' tab. |
| Production | Job orders | Fixed an issue when adding items to Job orders (JOs) via 'Production / Job orders / Add/edit job order / Add job item' which prevented the job item's 'Quantity' and 'Price' from being reset to '0' after switching the job item's item group. |