This update has these additions:

- Shipping requirements drop down selection added to quotes.
- SQL Statements log view for optimizing lengthy loading times
- Update menu items removed from Help menu.
- Shipments Data Set modifications:
- The Shipments Date Range Report correct to not use ReportId.
- Part Inventory Changes Data Set modifications:
- ATC Added vehicle certificate info to orders and order items data sets.
- Schedule and Schedule Items Data Set added to Schedules View.
- ATC Updated Order Assembly Items report library and data set provider.
- System setting for turning off scheduling engine connections for purchasing activities

 

This update has the features from the last release plan. We also added more schedule loading optimizations and shipment tab loading optimizations. Feedback regarding schedule and shipment opening times would be greatly appreciated.

 

- Order price can depend on ship-to location: Patrick 104
- Customer Product and Customer Product Location Data Sets/Print Sites: Genesis 107
- On part duplication, copy repo files to new part folder: ATC 177

 

The last release plan has been released. Check the “What’s New” page in the online help to see the complete list of changes in each update.

 

We plan to release these features this week:

- More shipment tab loading optimizations
- Expandable/collapsable schedule periods
- Model # calculation from javascript on order finalization event: ATC
- Cause ids on part inventory changes data set: Genesis

 

The update for the last release plan has been posted.

 

- Add log entries tab to in-house orders: Patrick – 83
- Shipment screen performance optimization: Patrick – 70
- Slider on vendor info tab: ATC
- Price adjustments on parts orders: ATC
- Notifications to admins when Scheduling Engine connection issues arise.
- View for managing state/province drop down selection options and abbreviations: ATC
- State drop down selection on address: ATC

 

The planned update has been released. In addition to the features in the plan the release includes:

- Customer, customer location, and order addresses can now be stored in broken out address fields: Line 1, Line 2, City, State, Zip, Country.
- These fields are available for reporting and geo-coding capabilities.
- Use the setting “Use separate address fields” in the Customers system settings to begin using the broken out addresses.
- Old style addresses may be converted to the broken out style by right clicking on the label of the address field.

- Printer selection now available for sending BIRT reports directly to the printer.
- In the Customize wizard for print sites, there’s a new editable drop down column for selecting a specific printer.
- This setting only takes affect if the “Direct to printer” format is selected for the print option.
- When this option is selected, the BIRT report will be sent directly to the printer without further user interaction.
- If no printer is selected, the report will be sent to the default printer.

- Deleted/canceled order items will no longer be auto-shipped via the integrated run result/shipping features.

- Added a search page for finding In-house work orders.

- Part activation can now be toggled via an editable column in the part search results table.

- Invoice preview form now shows all money paid as deposits or payments on any existing invoices for the order.

 

The next release focuses on solving several problems that have been identified recently. I’m not sure I’ll be able to fix them all for the next release, but I’ll get in as many as possible. Any that don’t make it in will be pushed to subsequent releases.

Planned tasks for next release:
1. Data Set Print Sites – Genesis
- Add fields to Order Items and Run Results data sets:
- Cust. Part #
- Cust. Part Description
- Customer Abbreviation
- Add those data sets to these print sites:
- Run Batch Editor
- On Screen Production Tickets
- Schedule (Right Mouse)
2. Part Group production padding not checking up hierarchy – Patrick

3. Occasional empty or incomplete responses from scheduling engine – Patrick
- Will add diagnostic info to identify the source of the problem.

4. Make sure priceless quote form has same info as the regular quote form – ATC

5. Improvements to physical inventory – Patrick
- When you select “void” you shouldn’t have to enter a part number.
- It is possible to enter a tag without a tag number on the first tag only.
- Still allows 0 quantity
- Tag number doesn’t auto index any more

6. Inventory tag not editable – Genesis
- If only the quantity U/M is changed, the finish button does not enable

7. Make sure schedule refreshes with current data, even if the scheduling engine cannot be contacted. – Genesis

 

Update posted. The inventory tag items from the last release plan didn’t make it into this release, but all the other feature additions did.

For now, the transfer dates are only editable (i.e. back date-able) by changing the date on the run batch. I can still add a date selector to the transfer results entry wizard, if it is deemed useful enough. I just didn’t have time to get that into this release.

© 2011 Custom Intelligence, LLC Suffusion theme by Sayontan Sinha