2019 – January
| Module | Form | Description |
|---|---|---|
| Reports | In production report | Added a new, general 'In production' report which can be used to overview currently processing jobs and their related information. Available filters: 'Order date from/to, Service, Workflow'. Available colmns: 'Job code, WO, Customer, Current service, Order date, Due date, Price, Image'. Additional information: 'Proposed date, Actual date, Job memo and Job items'. The new report can be accessed via 'Reports / View reports / Production reports'. |
| Inventory | Receipt of goods | The 'Purchase Order(s)' column from the 'Receipt of goods' form (Inventory / Receiving) now displays the associated purchase orders as a link which can be used to automatically open up the associated purchase orders. |
| Administration | Multiple | Fixed an issue which prevented label lists created via 'Administration / Label lists' from being displayed in the 'Selection list' field when assigning label lists to label-list type custom attributes via 'Administration / Custom attributes / Custom attribute list items / Edit item'. |
| Sales | Sales order conversion | Fixed an issue when the 'Leave SO items on Sales Orders with pull' admin setting was enabled which caused the 'Pull' column from the 'Sales / Sales order conversion' form to continue checking whether there was sufficient quantity on the inventory despite the admin setting being enabled. |
| Sales | Price quotes | Fixed an issue when converting Price quotes (PQs) into Job orders (JOs) via the 'Status' button from 'Sales / Price quotes' which prevented the services from the PQs from carrying over correctly to their corresponding JOs. |
| Multiple | Multiple | Fixed an issue which prevented the column widths from being resizable when using PIRO Fusion on tablets. Also fixed an issue when using the horizontal scrollbar from the 'Sales / Sales order conversion' form which prevented the grids' header columns and their information from moving simultaenously. |
| Production/Sales | Price quotes / Job orders | Added a new functionality allowing users to take and upload webcam pictures when creating and editing Price Quotes (PQs) and Job orders (JOs). Webcam pictures can be taken and uploaded using the Camera-icon located next to the 'Image' field from the 'Price quote details' and 'Job order details' forms. This functionality is only available when using PIRO Fusion on desktop computers. |
| Production/Sales | Job orders / Invoices | Made a functionality change related to customer global discounts (assigned via 'CRM / edit customer / Financial settings / Global discount') such that the customer global discounts are now only applied to parent items on job orders and invoices and are no longer applied to subitems. Also fixed an issue on the printed 'Invoice' report which prevented invoice subitems from being displayed in their correct hierarchy. |
| Multiple | Multiple | Made several optimization changes to fix various display and loading issues when using PIRO Fusion in Safari. Fusion is now displayed in Safari in the same manner it is displayed on Android devices and tablets. |
| Reports | Signet report | Fixed an issue on the 'Signet report' from 'Reports / View reports / Fusion custom reports' which prevented the report from taking into account the 'Date to/from' filters unless both the 'Date from' and 'Date to' filters were specified at the same time. |
| Sales | Invoices | Fixed an issue on the 'Customer statement' form which prevented users from being able to select the 'All customers' option while printing the customer statement report from 'Sales / Invoices / Print / Customer statement'. |
| Inventory | Item types | Fixed an issue when assigning a decimal precision greater than 4 for item type measure units which prevented the measure unit from being calculated with a higher precision than 4 decimals when adding the item types as subitems. The measure unit decimal precision can be specified on the item type's item group via 'Inventory / Item groups'. |
| Production | Routing | Fixed an issue when splitting job orders which prevented the 'Split form' from being displayed in case of suborders (child job orders) routed into a split-service. Also fixed an issue on the 'Split form' which prevented the changes made to the services (such as adding new services or re-ordering existing services) from carrying over to the suborders after the spit. |
| Multiple | Multiple | Fixed cache related issue which sometimes caused users to be disconnected or random errors to be thrown while using PIRO Fusion. |
| Sales | Invoices | Fixed an issue when manually invoicing job orders via 'Sales / Invoices / Invoice detail form / Add job button / Add job to invoice form' which any of the job items from being loaded into the grid after selecting an eligible invoice. |
| Production | Job orders | Fixed an issue when adding job items with subitems to job order and where the subitems were using a 'Fixed' type pricing which caused the subitem prices and labors to become '0' on the job order and on the inventory movements generated by the job order. |
| Inventory | Purchasing/Receiving | Fixed an issue on the 'Inventory / Purchasing' form which prevented the 'Vendor' filter from displaying any vendors. The 'Vendor' filter from 'Inventory / Receiving' has also been replaced with a Kendos filter. |
| Production | Routing | 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. |
| Reports | Purchase order report | Created a new Catbird specific version of the printed 'Purchase order' report, printable from 'Inventory / Purchasing'. The following information is included: Fields (top): 'Vendor, Ship to, PO#, Date, Due date'; Items grid: 'Mold name, Description, Unit, Material, Due date, Quantity'; Fields (bottom): 'Drafted by, Footer text'. |
| Administration | Custom attributes | Fixed an issue when assigning minimum and maximum values to custom attributes via 'Administration / Custom attributes / Custom attribute list items / Edit item form / Value Settings section / Min. value and Max. value fields' which caused the values to be lost after saving and reopening the custom attribute. |
| Production | Job orders | Fixed an issue which caused an error to be thrown when attempting to edit metal job items. |
| Reports | Completed Job orders report | Added a new, general 'Completed Job orders' report which can be used to overview finished jobs and their related information. The report can be accessed via 'Reports / View reports / Production reports'. |
| Production | Job orders | Fixed an issue on the 'Add job item' form when adding job items which prevented the 'Item description' from being displayed if the job item's item type had a description assigned to it. |
| Production | Job orders | Fixed an issue when editing job orders and making changes to the job (such as uploading a new image) which caused the newly made changes to be lost after adding a new job item. |
| Inventory | Item groups | Fixed an issue when managing item groups with the 'Has own routing services' setting enabled via 'Inventory / Item groups / Item group details form' which prevented the 'Workflow' field from displaying any workflows. |
| Sales | Invoices | Fixed an issue from 'Sales / Invoices' which caused a 'Failed to load PDF document' error to be thrown when attempting to print multiple invoices simultaneously. |
| Dashboard | Dashboard | Fixed an issue on the 'Dashboard' which caused the 'Timekeeping' button to become enabled after closing the 'Upgrade now' form in cases where the 'Timekeeping' button should have been disabled. |
| Portal | Portal | Made the following functionality changes to the 'Watchdoc' customer portal: the default page after logging on to the Portal is now set to 'Price quotes' instead of 'Job orders'. The 'Signature' field when approving price quotes no longer accepts numeric characters. Also fixed an issue when printing jobs via the 'Job Order History' and 'Current JO' pages which caused the price-quote related report to be printed instead of the job-order related report. |
| Production | Routing | Fixed an issue when the 'Enable routing notifications' admin setting was enabled which prevented the 'Route success' message from being closable after rejecting job orders via the Job service queue into a service with a routing notification set up. |
| Reports | Item groups report | Redesigned the layout of the 'Item groups' report, which can be accessed via 'Reports / View reports / Inventory reports'. The following information is displayed on the report: 'Item group name, Item group code, Parent'. Results are grouped according to their parent. |
| Multiple | Multiple | Fixed an issue when adding subitems to item types an overriding the subitem's default pricing with a fixed price which prevented the 'Base price' field from the 'Add/edit subitem' form from being editable. Fixed an issue when attempting to upload a file to a file-type custom attribute via the 'Item type details' form which caused the uploaded file to be lost after saving and reopening the item type. Also fixed an issue on the printed 'Job order envelope' report which prevented the primary quantity from being displayed for job items without any secondary quantities. |
| Sales | Invoices | Fixed an issue when invoicing sales orders via 'Sales / Invoicing / Invoice details form / Add sales order button' which prevented the sales order items from being subtracted from the inventory after saving the invoice. Also fixed an issue when using the 'Add from inventory' option while invoicing sales orders which prevented the filters from working on this form. |
| Reports | Job order envelope report | Added the 'SKU' code below the SKU barcode on the printed 'Job order envelope' report. |