Release Notes v26.01
Published: 2026.02.04
Latest Update: 2026.05.20
Build range: 25.01 (25.01.050 – 25.01.103)
For the previous major releases, see What’s New v25.01 and What’s New v24.01.
| wdt_ID | Version | Category | Context | Type | Description |
|---|---|---|---|---|---|
| 7603 | 26.01 | ACCOUNTING | API | FEATURE | Q360 now integrates with the Zift payment gateway, enabling credit card and ACH payment processing on Invoices, Dispatches, and Customers. When Zift is configured, Finance and AR teams can manage tokenized payment methods per customer, process one-time or recurring charges, issue refunds and voids, and track all transactions with automatic journal entries and fee accounting. Customers receive a Pay Online link in invoice emails allowing them to pay without signing in. Administrators configure Zift through Administration > API Config > Zift. The PAYMENT permission controls access to payment features. See the Help Center for setup and usage guidance. [25.01.064, US49055787] |
| 7604 | 26.01 | ACCOUNTING | BANK REC | FIXED | Accounting > Bank Reconciliation. Currency will now match defined Account Currency as expected. [25.01.055, US52971577] |
| 7605 | 26.01 | ACCOUNTING | BANK REC | FIXED | Fixed errors in Bank Reconciliation where saving could trigger a column mismatch or arithmetic overflow for large statement ending balances, ensuring the form now saves correctly for all valid values. [25.01.066, US56346829] |
| 7606 | 26.01 | ACCOUNTING | COMMISSIONS | FIXED | Accounting > Commissions > Commission Export. Corrected nightly Invoice job logic to only re-generate records if there are fewer commission advice records than Sales Reps, AND Sales Reps number is not 0 (zero). [25.01.051, US50362686] |
| 7607 | 26.01 | ACCOUNTING | COMMISSIONS | FIXED | Fixed an error when creating a Project Closing Entry with the PROJCLOSE config enabled that caused a column mismatch message to appear. Updated Calc_Commission.sql to include the new companycurrencytype field, allowing closing entries to process successfully. [25.01.083, US62200114] |
| 7608 | 26.01 | ACCOUNTING | CURRENCY ADMIN | FIXED | Currency on the Accounting Detail Report will now respect whatever currency is set as the default currency in the Company Setup form. [25.01.055, US52970457] |
| 7609 | 26.01 | ACCOUNTING | FISCAL CALENDAR | FIXED | Accounting > Admin > GLADMIN > Fiscal Calendar. Updated error messaging related to an attempt to create a Fiscal Calendar for a year that does not exist in the system. Message will now read "Selected Company does not have a [year] Fiscal Year. Cannot create Fiscal Calendars for previous Fiscal Years. Please contact Customer Care if you need assistance in this area." [25.01.077, US56621153] |
| 7610 | 26.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Scrap Asset workflow now enforces mandatory validation for the Invoice Number field to preserve financial data integrity. Submissions are blocked if the InvoiceNo is blank or does not exist in AR records, ensuring all Journal Entries are properly linked to a valid Invoice. [25.01.052, US52273211] |
| 7611 | 26.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Fixed an issue preventing users from reversing manual GL entries in closed periods, ensuring reversals can be created as new entries dated in an open period. Reversal entries now default to the current date, and errors correctly reference the Reversal Date instead of the original Entry Date. [25.01.056, US51932527] |
| 7612 | 26.01 | ACCOUNTING | GENERAL LEDGER | FIXED | Fixed an issue where new GL account numbers could not be created when ACCOUNTLEN was set higher than 4, causing a max length error. The system now correctly respects the ACCOUNTLEN configuration when adding GL Accounts. [25.01.079, US60752172] |
| 7613 | 26.01 | ACCOUNTING | GENERAL LEDGER | IMPROVED | Improved GL Journal Transaction imports by adding validation for rows that contain values in both the Debit and Credit columns. Instead of allowing the import to proceed and later failing with a generic “Total does not balance” error, the system now stops the import immediately and clearly identifies the affected GL account rows so users can correct the spreadsheet before saving. [25.01.091, US61785212] |
| 7614 | 26.01 | ACCOUNTING | IMPORT MAP BUILDER | FIXED | Journal entry import. Importing a spreadsheet with a formula in the Debit column now correctly imports the result of the calculation. [25.01.077, US59166827] |
| 7615 | 26.01 | ACCOUNTING | INCOME STATEMENT | IMPROVED | Enhanced Income Comparison and Income Statement reports with a currency type filter that dynamically limits available companies based on their configured default currency. In single-currency environments the filter is hidden, and the Income Statement company filter now supports multi-select for improved flexibility. [25.01.088, US61502632] |
| 7616 | 26.01 | ACCOUNTING | LIVE DATA REPORTS | FIXED | Improved performance of the Customer Statement report to prevent timeouts when generating statements from both the Customer form and Accounts Receivable reports. The underlying data source has been optimized, resulting in faster and more reliable report generation. [25.01.093, US60514874] |
| 8262 | 26.01 | ACCOUNTING | MONTH END | CHANGED | Accounting > Month End > Month End Reconciliation > Inventory SBL Balance. Drill down report changed from Q0030 (Inventory Master Valuation Report) to Q0002 (Master Valuation By Date). [25.01.065, US56207027] |
| 8263 | 26.01 | ACCOUNTING | MONTH END | FIXED | Cancelled Projects with $0 Deferred Revenue are no longer erroneously included in Month End. [25.01.056, US48860037] |
| 8264 | 26.01 | ACCOUNTING | MONTH END | FIXED | Fixed an issue where the Month-End Reconciliation report could fail after recent filtering changes due to a missing temporary table. The report now explicitly creates the required temp table before use, ensuring consistent execution and preventing runtime errors. [25.01.056, US53915583] |
| 8265 | 26.01 | ACCOUNTING | MONTH END | FIXED | Fixed Month End Reconciliation so monetary columns now display in the selected company’s currency and format instead of the system currency, ensuring amounts reflect the correct company context. [25.01.064, US55363853] |
| 8266 | 26.01 | ACCOUNTING | REVENUE | FIXED | Fixed a mismatch in Live Data Reports > Accounting > Revenue By State where the total did not match the Revenue By State Detail sum. Totals now align correctly. [25.01.058, US54600714] |
| 8267 | 26.01 | ACCOUNTING | TAX | FIXED | Sales > Quotes > AVAEXEMPT Quote. AVAEXEMPT Quote / Invoices updated to correctly display without taxes as expected. [25.01.066, US56096316] |
| 8268 | 26.01 | ACCOUNTS PAYABLE | CHECKS | FIXED | Fixed Accounting > AP > Print Checks > Check No so that company numbers other than 01 now pull check numbers from CHECKSBYCOMPANY instead of the GLACCOUNT table, ensuring each company displays the correct CheckNo. [25.01.064, US55609036] |
| 8269 | 26.01 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | FIXED | Updated the Direct Payment Q filters to display the label as “Due Date” instead of “End Date,” restoring the behavior from v24. [25.01.064, US55604424] |
| 8270 | 26.01 | ACCOUNTS PAYABLE | DIRECT PAYMENTS | FIXED | Fixed AP Direct Payments comment source for reimbursement postings. Expense-linked reimbursements now post AP Journal and Check Register comments using the voucher payee name (when populated), instead of the vendor company. Non-expense voucher behavior is unchanged and continues to use vendor company comments. [25.01.066, US54818023] |
| 8271 | 26.01 | ACCOUNTS PAYABLE | VOUCHERS | FIXED | Fixed an issue in Accounting > Accounts Payable > Vouchers > AP Journal > Undo Payment where the discount flag was not reset, preventing correct discount recalculation on reprocessed payments. The Undo Payment logic now resets the Discount Taken Flag so discounts are properly evaluated when payments are retried. [25.01.055, US52975908] |
| 8272 | 26.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Accounting > Quick Views > Aged AR. "Aged By" filter now functions as expected. [25.01.052, US52606282] |
| 8273 | 26.01 | ACCOUNTS RECEIVABLE | AGED AR | FIXED | Fixed sorting on Standard Aged AR reports so invoices now display in the correct order by currency, customer, company, and age, preventing jumbled results. Additional sorting by invoice number and grouping by customer were also implemented for consistent report output. [25.01.080, US58531136] |
| 8274 | 26.01 | ACCOUNTS RECEIVABLE | CREDIT CARDS | IMPROVED | Implemented AVSResponse and CSCResponse validation for payment processing to add secondary verification checks during payment account saves and charge transactions. Invalid CSC responses will prevent payment accounts from being saved, while AVS validation can block saves or automatically void charges based on the new Address Validation Level setting (None, Low, Medium, High; default Medium). For a detailed list of failure codes, see Q360 Help Center. [25.01.079, US60749220] |
| 8275 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Credit Type Invoice form now contains expected Extended Menu options including Convert Balance to Voucher, Post Credit, Unpost Credit, and Void Credit. [25.01.059, US54708632] |
| 8276 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Fixed an issue in Accounting > AR > Print Invoices > Charge Credit Card where the invoice selection modal did not appear after processing a payment. The correct modal now displays consistently for all charge and print options, ensuring users can select invoices to print regardless of action order. [25.01.071, US53619093] |
| 8277 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Restored the ability to add products from the Find Products grid on Invoice and Voucher line items by replacing the built-in add button with a custom button that bypasses incorrect master table permission checks. Visibility of the new button is now controlled by the INVOICE (edit) and VOUCHER (edit) permissions. [25.01.071, US57511128] |
| 8278 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | FIXED | Fixed Invoice > Print SOV so that when printing a non–SOV-RETENT invoice, SOV-RETENT type invoices are excluded from “Work Previously Completed” and prior retention invoices are correctly deducted from the current retainage column. [25.01.089, US22877152] |
| 8279 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Accounting > Accounts Receivable > Print Invoices (Post Invoices). Process now allows individual erroneous Invoices to fail (and roll back) while allowing the remaining Invoices to process successfully. [25.01.051, US30024487] |
| 8280 | 26.01 | ACCOUNTS RECEIVABLE | INVOICES | IMPROVED | Payment links are now automatically included when emailing invoices from both the Invoice Print Queue and the Invoice form, using the special token in the INVOICEQ and PRINTINVOICE email templates. The Standard Invoice and Standard Master Invoice print templates have also been updated to display a “Pay Invoice” hyperlink when a payment token exists, replacing the standard “Thank you” text. Invoices must be posted for payment links to be valid. [25.01.082, US61785251] |
| 8281 | 26.01 | ACCOUNTS RECEIVABLE | LIVE DATA REPORTS | FIXED | Accounting > Accounts Receivable > Reports > Customer Statements. Report no longer times out when run for all Customers with "Include Zero Balance" flag checked. [25.01.050, US51821864] |
| 8282 | 26.01 | GENERAL | CHANGED | Updated the External User navigation bar to simplify the interface by hiding Global Search, Notifications, AI Chat, Help Icons, Screen Mode, User Preferences, and Quick Search. [25.01.065, US52971697] | |
| 8283 | 26.01 | GENERAL | CHANGED | v25.01.068 Breaking Record Lock now requires RECORDLOCK (Exec) permission. Previously, this action required RECORDLOCK (View) permission. v25.01.002 When entering form EDIT mode, if you are the USER who holds the record lock, you will be prompted to break the lock and no permission will be required for this action. Additionally, exiting a form while in EDIT mode will now break the Record Lock as expected. This includes User closing the Q360 browser tab or completely exiting the browser. [25.01.068, US57139359] | |
| 8284 | 26.01 | GENERAL | FEATURE | Updated the Bookmarks feature to improve usability and consistency in v25. Extended menu captions now read “Bookmarks” instead of “Quick Launch,” and the “Push Pre-defined Bookmark Items” option is restricted to user types only. Section headers are highlighted regardless of child items, and Zoom icons have been removed. Adding sections now allows duplicate names, with child items properly merged into existing sections when pushing job role bookmarks, preventing duplicates and preserving hierarchy. [25.01.069, US53899679] | |
| 8285 | 26.01 | GENERAL | FEATURE | Added an AI-powered grammar assistant to InputText and HTML Editor fields, allowing users to refine grammar and syntax directly within editable forms. When enabled via AI Config permissions, a “magic wand” button appears in edit mode to generate improved text, which users can review, refine, and optionally apply to the field before saving. Note: in the first phase of this feature the user cannot revert back to the previous response via the GUI and must either accept the most recent response, submit an additional prompt for further refinement, or discard the changes entirely. [25.01.097, US61375254] | |
| 8286 | 26.01 | GENERAL | FEATURE | Added GRIDCUSTOM (EXEC) permission to control access to the Customize Grid feature. Previously, this functionality was limited to ADMIN user types only; users assigned this permission can now access Customize Grid without requiring full admin access. [25.01.100, US64709325] | |
| 8287 | 26.01 | GENERAL | FIXED | Help Anchors are now hidden from External Users. External Users may now only access search results pertaining to Customers to which they have been granted access. External Users may no longer directly navigate via URL to Service Calls, Projects, or Invoices to which they have not been granted access. [25.01.053, US52719456] | |
| 8288 | 26.01 | GENERAL | FIXED | Active flag now editable on core Help Articles. [25.01.054, US52845456] | |
| 8289 | 26.01 | GENERAL | FIXED | Fixed an issue where drilling into View > Bookmarks section headers caused a “Form Definition Form does not exist” error. Zoom icons have been removed from section headers since they aren’t actual rows or records. [25.01.056, US53753797] | |
| 8290 | 26.01 | GENERAL | FIXED | When adding a bookmark from the dropdown of a form tab, the user’s available sections are now correctly displayed. [25.01.062, US55364941] | |
| 8291 | 26.01 | GENERAL | FIXED | Fixed an issue where AI anchor help attachments showed “Field: undefined” for fields without labels by updating the logic to display the field label, column name, or field ID in priority order. [25.01.067, US56494076] | |
| 8292 | 26.01 | GENERAL | FIXED | Fixed an issue where valid bookmarks were incorrectly disabled during v24 to v25 upgrades due to form mappings not being available at the time of conversion. The conversion process was moved to run after form data is populated, ensuring bookmarks are correctly matched and retained. Note: Quick Launch items that do not match a form in the version being upgraded to will no longer display in the upgraded version. [25.01.076, US59171321] | |
| 8293 | 26.01 | GENERAL | FIXED | Fixed an issue where users could not unassign a driver from a fleet vehicle due to the absence of a blank option in the UserID field. Added a blank selection to allow users to remove the assigned driver as expected. [25.01.080, US61251946] | |
| 8294 | 26.01 | GENERAL | IMPROVED | All Time Period components will now include a "Last 7 Days" drop down menu option. This is similar to the "Prior 7 Days" option, but the End Date for this new option is today's date. [25.01.067, US51186040] | |
| 8295 | 26.01 | GENERAL | AI | FEATURE | Ask Q now supports Azure AI Foundry Agents as a new AI service option in AI Configuration. Foundry Agents authenticate via OAuth (Client ID, Client Secret, Tenant ID) and connect to agents deployed in your Azure AI Foundry project, providing access to the latest Azure models with built-in retrieval and reasoning capabilities. Configure a Foundry-type AI Configuration the same way as Azure OpenAI, substituting your Foundry project endpoint and OAuth credentials. See Help Center article "Ask Q: Azure Foundry Agents" for setup steps. [25.01.062, US54707035] |
| 8296 | 26.01 | GENERAL | AI | FEATURE | A new default AI Configuration called “Draft with Ask Q” has been added under Maintenance > AI Configuration to support AI-powered grammar and drafting assistance. The configuration is preconfigured to use the Azure Foundry service with the askq-grammar deployment and is set to the Grammar AI type, while API keys and optional fields remain blank for environment-specific setup. [25.01.098, US64631084] |
| 8297 | 26.01 | GENERAL | API | CHANGED | Refactored the HubSpot integration to align with the current Q360 integration framework, improving reliability, consistency, and long-term maintainability. HubSpot records now use the standard IntegrationLink system for link tracking and sync history, data retrieval has been centralized through the framework’s fetch process, and import/export procedures were rewritten to support proper incremental sync and stronger error handling. Pagination, API response handling, and setup configuration were also standardized, while outdated legacy procedures and dedicated HubSpot field mappings were removed. [25.01.067, US51824353] |
| 8298 | 26.01 | GENERAL | API | IMPROVED | Implemented enhancements to IntegrationFieldMap and IntegrationObjectMap to provide a more secure and structured framework for managing integration field mappings. The updated architecture improves flexibility while enforcing controls to prevent data corruption and SQL injection. [25.01.050, US50594127] |
| 8299 | 26.01 | GENERAL | API | IMPROVED | Added stricter API security so API users now require explicit permission for each endpoint. Users must be granted access in Maintenance > User Maintenance > Perms > API Endpoints, preventing unintended access to unrelated endpoints while still enforcing standard Q360 permissions. [25.01.058, US54599821] |
| 8300 | 26.01 | GENERAL | API | IMPROVED | Zift API enhancement. Added a new PaymentMerchant table to track Zift-onboarded customers, linking Merchant IDs to a designated contact for webhook notifications. A single grid form allows add/edit/save/delete of records, with Company, Contact, and Email fields auto-populated from the associated CustomerNo and ContactNo. [25.01.061, US55246695] |
| 8301 | 26.01 | GENERAL | API | IMPROVED | Zift API enhancement. Added a new InputCreditCard component with built-in masking and automatic card brand detection, including dynamic length restrictions and spacing based on the detected card type. [25.01.061, US55246800] |
| 8302 | 26.01 | GENERAL | API | IMPROVED | Zift API enhancement. Added a new InputMonthYear component that supports month/year-only date entry, ideal for fields such as credit card expiry. The component respects the user’s date format preference by default, with the option to enforce a specific format (e.g., MM/YY), and introduces a new “Future Dates Only” property across date-type components to prevent past date entry. [25.01.061, US55246808] |
| 8303 | 26.01 | GENERAL | API | IMPROVED | Updated the payment form layout to improve usability and reduce vertical space by aligning invoice header fields, consolidating address fields into a single text area, and formatting monetary values with thousands separators. Enhanced invoice functionality by making the Payment Fee Exempt flag editable on posted invoices and ensuring consistent payment behavior across forms, including improved handling of payment accounts, deletion rules, and error-free processing in dispatch and invoice workflows. Fixed multiple UI and configuration issues in the Payment Processor module, including renaming and restricting API Config access, correcting surcharge labels, and removing unnecessary prompts when the payment processor service is not enabled. Improved reporting accuracy by standardizing currency handling across all payment-related reports, ensuring correct sign handling for refunds, chargebacks, and credits, and replacing null monetary values with $0 to prevent calculation issues. Added safeguards to prevent invoice un-posting when payment processor transactions exist and improved AR journal tracking by introducing Payment Transaction references and corrected refund logic. Finally, updated external user and legacy payment flows to consistently use the Payment Account model when PAYMENTPROCESSOR_SERVICE is enabled, ensuring end-to-end consistency across Quote, Order, Service Contract, and Invoice processes. [25.01.079, US56349204] |
| 8304 | 26.01 | GENERAL | API | IMPROVED | Updated the Postman integration to support customer-specific accounts instead of being hardcoded to the Solutions360 account. The configuration form allows users to define API Key, Workspace ID, and Collection Name, enabling API endpoints to be exported directly from the API Documentation page when access is enabled. [25.01.088, US57000465] |
| 8305 | 26.01 | GENERAL | CONTACT | FIXED | Restored hyperlink functionality in the Customer Contact grid, allowing users to click phone numbers to initiate calls and email addresses to open a pre-filled email form. Added URL templates to the grid and updated handling logic to support telephone and email links without triggering external navigation prompts. [25.01.080, US61250295] |
| 8306 | 26.01 | GENERAL | CUSTOMER | FIXED | External User Portal. Company tab now populates with data as expected. [25.01.054, US52717690] |
| 8307 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FEATURE | EAcceptance has been updated to support an optional flow without MFA for cases where simplified access is required. When the EACCEPTANCEWITHOUTMFA configuration is enabled, users can send eAccept requests without requiring a 6-digit MFA code; instead, these requests expire after 48 hours. This applies across relevant workflows including the print modal destination and document grid eAcceptance request flow after contact selection. Note: this option was deprecated in v25 and is reactivated in v26.01. [25.01.097, US64553848] |
| 8308 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Maintenance > General Codes > DOCLINKTYP AND Cloud Storage > Microsoft SharePoint. Cloud Storage folder path will now reflect correct site based on the following: SERVCONT with blank SiteNo but populated ShipSiteNo/InvoiceSiteNo uses real Site Name. SERVCONT with unchanged SiteNo will reflect listed SiteNo. Children (e.g., INVOICE) that use {{parentpath}} inherit the corrected Site from the parent SERVCONT. OPPOR defaults to Customer Site unless OPPOR template includes other {{sitename}}. [25.01.051, US32535848] |
| 8309 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Document file extensions are no longer truncated when uploading files with long filenames. Full filename and extension are now stored and displayed correctly. [25.01.068, US56096264] |
| 8310 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Fixed a layout styling issue on the Documents grid where rows appeared overly spaced due to a mobile-specific class being applied on desktop. The class has been removed to restore the original grid spacing. [25.01.069, US57338396] |
| 8311 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | Fixed an issue where deleting a section from imported line items in the Documents tab caused the browser to enter an infinite loop and crash. The deletion process now completes correctly without causing performance issues. [25.01.077, US58079772] |
| 8312 | 26.01 | GENERAL | DOCUMENT MANAGEMENT | FIXED | eAccept Document Preview now displays as expected and is sized appropriately for user's screen. [25.01.078, US60370777] |
| 8313 | 26.01 | GENERAL | IMPROVED | Added a new extended menu option, “Reset Template to Default,” on the Email Template Maintenance form to quickly restore templates to their original state. [25.01.068, US55365656] | |
| 8314 | 26.01 | GENERAL | EXPENSES | FIXED | Editing Quantity on fixed-rate Expense items (such as mileage) no longer triggers an incorrect validation error. System now automatically recalculates the amount based on Quantity × Fixed Rate, allowing Quantity changes while preserving the correct Rate and Total. [25.01.077, US52273050] |
| 8315 | 26.01 | GENERAL | EXPENSES | IMPROVED | Added a new REJECTED status to the Expense workflow so rejected expenses are clearly distinguished from new entries and follow a proper resubmission cycle. Rejected expenses will no longer return to DATAENTRY, improving visibility for users and providing clearer status tracking in both the web and mobile app. Added new General Code EXPSTATUS option: REJECTED. [25.01.083, US59851493] |
| 8316 | 26.01 | GENERAL | IMPORT MAP BUILDER | FIXED | Live Data Report > Import JSON. Fixed the JSON import workflow so the download template button is no longer shown and file validation now correctly supports only JSON files instead of XLSX or CSV. [25.01.072, US59332706] |
| 8317 | 26.01 | GENERAL | LIVE DATA DESIGNER | IMPROVED | Improved reliability of Designer-based Live Data reports by automatically regenerating outdated SQLText on execution failure and retrying once. If regeneration does not resolve the issue, the error is logged and returned as expected. [25.01.077, US56494028] |
| 8318 | 26.01 | GENERAL | NAVIGATION | FIXED | The bookmarks toolbar was not updating when bookmarks were added, edited, or deleted from various entry points, requiring a full refresh or cache clear to reflect changes. This has been fixed so that any bookmark create, update, or delete action now clears the toolbar cache and refreshes it immediately. Empty bookmark sections are still intentionally hidden from the toolbar until they contain at least one item. [25.01.100, US64808992] |
| 8319 | 26.01 | GENERAL | NAVIGATION | IMPROVED | When a User clicks a direct link and is taken into single-page mode, the toolbar now loads in collapsed state by default. Note: this outcome does not apply when user accessing link is not currently logged into Q360. [25.01.065, US55722987] |
| 8320 | 26.01 | GENERAL | NOTIFICATION | IMPROVED | Implemented a retention cleanup process for the NOTIFICATION table to prevent uncontrolled growth and accumulation of outdated records. The scheduled job now removes notifications based on age thresholds (e.g., 30 days for seen and 60 days for unseen notifications), improving database performance and maintenance. [25.01.088, US63293162] |
| 8321 | 26.01 | GENERAL | PRINT OPTIONS | FIXED | Fixed "Print Selected Quote(s)" on the Opportunity form's Quotes tab, which was non-functional since the v25 migration. The print action now correctly opens the Print Report modal for both single and multiple selected quotes. Multi-select printing generates a combined report with all selected quotes. The Quote form's own print button behavior is unchanged. [25.01.065, US56208363] |
| 8322 | 26.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Updated SQL validation to strengthen security while reducing false positives. The blocklist was expanded to include 25+ additional high-risk SQL commands and system access patterns, and new logic now ignores keywords that appear inside string literals so legitimate queries are not incorrectly rejected. The Live Data context also now allows the DECLARE keyword for valid reporting scenarios. [25.01.058, US51511351] |
| 8323 | 26.01 | GENERAL | PROGRAM EFFICIENCY | FIXED | Fixed a calendar syncing failure caused by trailing spaces in stored email addresses, which led to null URL values and background job errors. Updated the domain extraction logic to trim input strings, ensuring reliable webmail configuration matching and preventing sync failures. [25.01.077, US58531809] |
| 8324 | 26.01 | GENERAL | PROGRAM EFFICIENCY | IMPROVED | Improved JavaScript dependency handling on Linux environments by normalizing dependency name casing and aligning file names with class naming conventions, ensuring scripts load correctly and preventing case-sensitivity issues. [25.01.074, US59495301] |
| 8325 | 26.01 | GENERAL | Q360 HELP | FEATURE | AskQ Help Anchor articles can now be linked to Live Data Reports, allowing report results to be automatically sent to AskQ for deeper analysis and smarter responses. Users can configure a report and parameter mapping directly from the Help Anchor form, and when the AskQ action is launched from a supported form or dashboard, the report data is sent in the background along with the user’s prompt. Report selection is permission-based, ensuring users only see and use reports they have access to. [25.01.090, US57339357] |
| 8326 | 26.01 | GENERAL | Q360 HELP | FIXED | Fixed the Accounting > AR > Print Invoices help anchor (Q3601117) so it now correctly points to the Invoice Queue grid instead of the form action bar. Core anchor and article scripts were updated to apply changes to component ID, form, and component type for existing anchors, ensuring consistency and proper recognition during upgrades. [25.01.060, US52050123] |
| 8327 | 26.01 | GENERAL | RESOURCE CONSOLE | FIXED | Service > Resource Console > Edit Mode. Dispatch items may now be moved, expanded and / or edited as expected. [25.01.077, US59679602] |
| 8328 | 26.01 | GENERAL | SITE | FIXED | Any form with a Site selection component. Fixed an issue in Lading Site_List_Select where a disabled site’s 10-character TAXDIST caused a temp table overflow when a '/' was appended. The temp table now uses CHAR(11) for TaxDist, allowing the prefix without errors while keeping active sites unaffected. [25.01.058, US54599143] |
| 8329 | 26.01 | GENERAL | SITE | FIXED | Fixed an issue preventing users from deleting Site records even when no blocking links existed, ensuring Sites can now be removed as long as standard validation rules (such as Quote or Invoice associations) are satisfied. [25.01.070, US57513090] |
| 8330 | 26.01 | GENERAL | SITE | FIXED | Site > Location sub tab > Get Site Coordinates button now functions as expected. [25.01.077, US60511549] |
| 8331 | 26.01 | HR | TIME BILL | FIXED | Fixed an issue where time bills with invalid master records were posting incorrect ledger accounts. Time bills now correctly use the associated master record to pull default extended accounts, ensuring accurate financial postings. [25.01.064, US55726307] |
| 8332 | 26.01 | INVENTORY | ASSETS | FIXED | RETURNED Order > Line Item > A Type Item > Return to RMA Test Q. Assets may now be moved from AVAILABLE to RMATEST Status without error, provided the Item has not been identified as scrap. [25.01.050, US36499222] |
| 8333 | 26.01 | INVENTORY | ASSETS | FIXED | Fixed formatting of the Model Year field on the Vehicle form to remove the incorrect comma display. The field has been updated to use a numeric input, ensuring year values are entered and displayed correctly. [25.01.079, US60752581] |
| 8334 | 26.01 | INVENTORY | IMPORT/UPDATE | FIXED | Fixed an issue in Inventory > Import/Update Masters where imports containing a single error incorrectly reported SUCCESS while failing to import data. The process now properly displays the error when only one issue is present. [25.01.055, US52972014] |
| 8335 | 26.01 | INVENTORY | KITS | FIXED | Quick List Kit parts are no longer erroneously duplicated on Quotes. [25.01.059, US54064321] |
| 8336 | 26.01 | INVENTORY | MASTERS | FIXED | Fixed an issue in Inventory > Master > Extended Menu > Transfer Inventory where technicians were missing from the dropdown, ensuring all available technicians now appear correctly for selection. [25.01.060, US54710729] |
| 8337 | 26.01 | INVENTORY | MASTERS | FIXED | Master > Adjust Quantity option now functions as expected without error. [25.01.067, US56618216] |
| 8338 | 26.01 | INVENTORY | MASTERS | FIXED | Fixed an issue where updating the Category or Sub Category on a Time Bill did not refresh the associated MasterNo, leading to incorrect billing rates. The trigger logic was updated to detect these changes and recalculate the correct MasterNo while preserving manual overrides. [25.01.077, US58689662] |
| 8339 | 26.01 | INVENTORY | MASTERS | FIXED | Fixed an issue where selecting a record from the Master Inventory Profile grid did not open the corresponding Master Profile form. The selected profile now opens correctly when drilled into from the Profile tab. [25.01.078, US60633898] |
| 8340 | 26.01 | INVENTORY | MASTERS | FIXED | Fixed a SQL error when adding alternate masters caused by a phantom column (MASTERALTERNATESNo) being incorrectly generated in the Data Dictionary. Removed the invalid entry to ensure record creation and inserts execute successfully. [25.01.080, US61374248] |
| 8341 | 26.01 | INVENTORY | MASTERS | FIXED | Fixed an issue on the Master By Company > Details tab where Selling Prices were incorrectly resetting to 0.00 when the associated Price Factor was set to 0. Users can now update and save Selling Prices as expected regardless of the Price Factor value. [25.01.083, US62200407] |
| 8342 | 26.01 | INVENTORY | MASTERS | IMPROVED | Updated the Master selection modal to display only unique MasterNo values, preventing duplicates from appearing in the dropdown while retaining full Master-by-Branch visibility. This improves usability and reduces user confusion in both V24 and V25. [25.01.058, US53755705] |
| 8343 | 26.01 | INVENTORY | MASTERS | IMPROVED | Improved Account field behavior on PO line item details by conditionally showing the search button and disabling the account input only when a Master product of type Q or A is linked. This allows manual account entry when no Master is associated while preventing edits when the account is system-controlled. [25.01.072, US59167877] |
| 8344 | 26.01 | INVENTORY | ORDERS | FIXED | Fixed an issue in Inventory > Work Queues > Ship Q and Projects > Projects > Material Grid > Ship where items could be marked as shipped without creating Journal or Master Journal Entries. The MasterJournalNo is now reset for all lines, ensuring errors are properly triggered if transaction records fail to generate. [25.01.055, US53099725] |
| 8345 | 26.01 | INVENTORY | ORDERS | FIXED | Fixed an issue in Ship Q where the Orders to Ship itemized grid did not respect the Ship Release Date filter. The Ship Release Date parameter was added to the PHP endpoint and form creation procedures so filtered results now display correctly. [25.01.088, US61788133] |
| 8346 | 26.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Fixed a truncation error in Workflows > Warehouse > On Hand Inventory where long company names caused the Branch column in rollup totals to exceed 50 characters. The temporary table column was extended to VARCHAR(100) to accommodate longer names and prevent SQL truncation errors. [25.01.061, US55248017] |
| 8347 | 26.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Inventory count. Qty on Hand now properly refreshes after adjustments and displays the correct adjusted amount. Added new caption and validation for if QtyOnHand < QtyPicked. Modal will display "The new on hand quantity cannot be less than the new picked quantity." [25.01.067, US56618195] |
| 8348 | 26.01 | INVENTORY | PHYSICAL INVENTORY | FIXED | Fixed the Physical Inventory Count form so the “Inventory Lock” confirmation modal now only appears when the Inventory Lock checkbox is actually changed, preventing unnecessary prompts when editing other fields. This restores behavior consistent with v24. [25.01.072, US55247112] |
| 8349 | 26.01 | INVENTORY | PICK ORDER | FIXED | Inventory > Work Queues > Parts Pick Q. Updated the Pick Only filter to require at least one qualifying pickable item before a record is included, preventing non-actionable records from appearing in the list. [25.01.051, US38382440] |
| 8350 | 26.01 | INVENTORY | PICK ORDER | FIXED | Parts Pick form. When opening from Parts Pick Queue, Order No drop down list defaults to ALL, or if there is only one Order that applies, drop down will default to that Order. When opening from the Order form, Order No will default to that specific Order. Other related options and ALL option will remain in drop down list for selection by User if desired. [25.01.054, US52716205] |
| 8351 | 26.01 | INVENTORY | PICK ORDER | IMPROVED | Improved the Parts Pick workflow by clearing the grid selection after a part is picked, providing clear visual feedback and highlighting the newly picked row to confirm the action was successful. [25.01.062, US55363270] |
| 8352 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed an overflow error in Inventory > Purchase Orders that occurred when creating a Vendor Voucher for large-quantity line items. Temporary quantity handling has been updated to align with purchase quantity precision, allowing valid high-volume quantities to process correctly. [25.01.001, US50362399] |
| 8353 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed a V25 regression where adding products to PO line items failed to use the Master-level COGS account due to an incorrect join in the TempTable_Update_MasterInfo procedure. The join condition was corrected to properly reference the Master table, ensuring accurate account resolution across all affected modules. [25.01.077, US59802132] |
| 8354 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed an issue on the PO Receive form where updating the staging location did not reflect in the grid, despite saving correctly. Corrected the client-side field mapping so the selected staging location now displays properly, providing accurate visual feedback to users. [25.01.077, US59329467] |
| 8355 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Restored visibility of the Purchase Order number on Order line items by updating the data source and grid configuration to include and display the correct PurchaseNo field. [25.01.080, US61251134] |
| 8356 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Improved the Purchase Order line items grid by preventing full refreshes when using extended menu actions like Set Courier and date updates. Selected rows now retain their selection and update in place, allowing users to make multiple changes more efficiently without re-selecting records. [25.01.081, US61506212] |
| 8357 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed an issue in the Purchasing Queue where the “Add to Existing PO” modal was incorrectly filtering purchase orders using the user’s company and branch instead of the Purchasing Queue filter values. The modal now correctly applies the queue’s Company No and Branch filters (including allstatus = ‘N’) to ensure accurate PO selection results. [25.01.083, US62199830] |
| 8358 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed a V25 issue on Purchase Orders where the summary grid at the bottom did not refresh after saving line items. Updated the form to look for line item save events so the summary totals (quantities, costs, etc.) now automatically refresh immediately after line items are added or edited. [25.01.084, US61372597] |
| 8359 | 26.01 | INVENTORY | PURCHASE ORDERS | FIXED | Fixed an issue where purchase order line item costs were incorrectly set to the master’s selling price instead of the appropriate cost. The system now respects the POCOST configuration and applies the correct cost (Last, Standard, or Average) when creating line items. [25.01.089, US60633116] |
| 8360 | 26.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Optimized the Inventory > Purchase Orders > Receive PO bulk split process to handle large orders with thousands of assets efficiently. The system now processes high-volume line splits quickly while maintaining accurate line numbers, eliminating previous latency and bottlenecks. [25.01.061, US54706081] |
| 8361 | 26.01 | INVENTORY | PURCHASE ORDERS | IMPROVED | Updated PO > Line Items Grid > Un-Receive This Line to allow multiple line items to be unreceived at once by removing the single-record selection requirement. [25.01.070, US55723908] |
| 8362 | 26.01 | INVENTORY | RMA | FIXED | Added validation to ensure that Order Items may not be deleted if they exist in the RMA Test Q. [25.01.050, US51400525] |
| 8363 | 26.01 | INVENTORY | RMA | FIXED | Order > Extended Menu > Return Selected Item To RMA Test Q. Added validation to confirm that Order item does not already have a Scrap entry. Inventory level will now adjust properly after this process. [25.01.050, US50227317] |
| 8364 | 26.01 | INVENTORY | SHIP ORDER | FIXED | Inventory > Work Queues > Ship Q > Zoom into Call row. Tech drop down menu now appears and functions as expected. [25.01.055, US52846054] |
| 8365 | 26.01 | INVENTORY | SHIP ORDER | FIXED | Fixed an issue in Ship Q where selecting a freight option did not properly update the price and cost fields and prevented adding $0 freight items. The system now correctly applies pricing based on the selected freight and allows zero-value entries as expected. [25.01.085, US60634123] |
| 8366 | 26.01 | INVENTORY | SHIP ORDER | IMPROVED | Modified packing slip item proc to filter on the master.itemtype instead of contractitem.type. There should be no change visible to front-end user. [25.01.090, US63568233] |
| 8367 | 26.01 | PROJECTS | FIXED | Restricted Extended Menu access so External Users can no longer see options in Project > Extended Menu, Project > Print Menu, or Project > Task Grid > Extended Menu, restoring the access behavior from v24. [25.01.056, US53899649] | |
| 8368 | 26.01 | PROJECTS | FIXED | External User Project Menu now respects permission settings as expected. [25.01.061, US54926295] | |
| 8369 | 26.01 | PROJECTS | COGS | FIXED | Post COGS for All Projects option. Caption will now use caption key created from datadict Projects table: "projects_companyno" instead of "project_companyno". [25.01.064, US55605159] |
| 8370 | 26.01 | PROJECTS | CURRENCY ADMIN | FIXED | On the Project form, monetary fields now display the Company's default currency as expected. [25.01.059, US54706848] |
| 8371 | 26.01 | PROJECTS | INVOICES | FIXED | Fixed Project > SOV > SOV Items grid so that the Previous Retainage column now excludes amounts from SOV-RETENT invoices, ensuring only applicable PROJECTSOV invoices are included. [25.01.057, US46316841] |
| 8372 | 26.01 | PROJECTS | MATERIALS | FIXED | In v25 only, CCO Quotes created from Project > Material Grid > Create CCO Quote now open in Edit mode instead of saved/view mode, aligning with standard Q360 behavior and improving data entry workflow. [25.01.056, US53755678] |
| 8373 | 26.01 | PROJECTS | MATERIALS | FIXED | Fixed an issue where creating a product from a project’s selected materials used the order item type instead of the master item type, potentially preventing parts from being added. Validation logic now correctly checks the master item type when adding parts or creating products from project materials. [25.01.083, US53899511] |
| 8374 | 26.01 | PROJECTS | MATERIALS | IMPROVED | Updated Project > Materials > Create Product from Selected Items and Projects > Create Warranty Service Contract to correctly handle differing ShipTo customers. Products and service contracts now default to the ShipTo site's customer when it differs from the project’s customer, with a confirmation prompt for service contracts. This ensures items and contracts are associated with the correct customer without affecting projects where the Customer and ShipTo match. [25.01.061, US21613466] |
| 8375 | 26.01 | PROJECTS | MOBILE | FIXED | Fixed the Projects tab layout on both internal and external project forms, ensuring fields are correctly positioned and responsive to screen size changes. [25.01.063, US55250510] |
| 8376 | 26.01 | PROJECTS | ORDERS | FIXED | Fixed an export error in Projects > Project > Orders/Invoices > Export Grid caused by the Row# column alias, which is invalid in XML. The column alias has been changed to RowNum, allowing grid exports to complete successfully. [25.01.055, US52976065] |
| 8377 | 26.01 | PROJECTS | ORDERS | FIXED | Fixed Projects > Project > Profit so that newly CONFIRMED (but not APPROVED) Orders are no longer included in the Projected and Remaining totals. calc_ProjectProfit now excludes Orders with CANCELLED, CANCELED, DATAENTRY, or CONFIRMED status, ensuring the Profit tab reflects only valid Orders. [25.01.056, US53756314] |
| 8378 | 26.01 | PROJECTS | PRINT OPTIONS | IMPROVED | Enhanced the Project BOM printing functionality to better support internal use. The Standard BOM report now includes a “Print All” option to include all items regardless of print flags, along with an “Include Signature” toggle to control whether the customer signature appears on the report. [25.01.096, US64047817] |
| 8379 | 26.01 | PROJECTS | PROJECT TEMPLATE | FIXED | Fixed issue where Project Templates defaulted the Project Leader field to a space, preventing workflow logic from recognizing it as blank. Templates now store the field as NULL when empty, ensuring workflows trigger correctly for new Projects. [25.01.056, US53101507] |
| 8380 | 26.01 | PROJECTS | RESOURCE CONSOLE | FIXED | Projects > Resource Console / Outlook. Cancelling any synced Resource Console item will now remove / cancel its corresponding Outlook event as expected. [25.01.078, US48082167] |
| 8381 | 26.01 | PROJECTS | REVENUE | FIXED | Fixed an issue on the Project Profit tab where linked live data reports were displaying amounts in the system default currency instead of the project company’s currency. Monetary values in these reports now correctly reflect the project company context. [25.01.071, US57653297] |
| 8382 | 26.01 | PROJECTS | REVENUE | IMPROVED | Fixed the Project Gross Profit Change report to handle large datasets by optimizing the calculation procedure and adding targeted indexing, ensuring it now renders 800+ records without timing out. [25.01.062, US53099707] |
| 8383 | 26.01 | PROJECTS | SERVICE CONTRACTS | FIXED | Project > Extended Menu > Create Warranty Service Contract option now functions as expected. [25.01.055, US52975375] |
| 8384 | 26.01 | PROJECTS | SITE | IMPROVED | Added Check to AssetSerial_Validate stored procedure to validate Assets via Project.SiteNo in addition to Contract.SiteNo. This handles Project-level Site management where individual Orders inherit Site association from their parent Project. [25.01.001, US47138035] |
| 8385 | 26.01 | PROJECTS | TASKS | CHANGED | Updated the Task Console to replace the Start/End Date filter with a Standard Time Period filter, aligning its behavior with other modules for consistent filtering. [25.01.064, US55608899] |
| 8386 | 26.01 | PROJECTS | TASKS | FEATURE | Added a new Weighted Priority Logic for Tasks and Calls, and created a Final Weight column that calculates priority based on time remaining, base priority, customer group, escalation, and executive multipliers. The weight is now automatically applied to new Tasks and Calls, providing a broader and more precise range of priority values. [25.01.057, US51932329] |
| 8387 | 26.01 | PROJECTS | TASKS | FEATURE | Added a multi-user selection filter to View > My Tasks (including Mobile My Tasks) to allow managers and team leads to view tasks for multiple technicians or CSRs in a single grid. The enhancement preserves single-user behavior, supports saved team filters, enforces permission-based visibility, and includes an optional “Team View” toggle with assignment and owner columns. This improvement reduces context-switching, increases oversight, and aligns with existing multi-select patterns across the UI, delivering greater operational efficiency and visibility for service teams. [25.01.095, US52050774] |
| 8388 | 26.01 | PROJECTS | TASKS | FIXED | Project > Tasks > ADD. WBS numbers are now assigned and incremented properly when inserting additional Tasks and Sub Tasks. [25.01.050, US49728720] |
| 8389 | 26.01 | PROJECTS | TASKS | FIXED | Fixed an issue in v25 where external users could not add comments when creating events because the form opened in edit mode. The process now mirrors v24, allowing users with EVENT_CREATE permission to add comments via the dedicated modal without needing EVENT_EDIT. [25.01.059, US54066005] |
| 8390 | 26.01 | PROJECTS | TASKS | FIXED | Fixed an issue preventing external users from creating, editing, or deleting tasks on Projects > Project and Tasks forms. Permissions set via the Project Team record are now correctly respected, allowing users to manage tasks when designated as Responsible/Primary Resource or granted project-wide task permissions. [25.01.060, US54066036] |
| 8391 | 26.01 | PROJECTS | TASKS | FIXED | Fixed Project Team assignment so new users automatically receive web access when added to the Project Team, ensuring the project appears in their My Active Projects grid without requiring Project Leader assignment. This restores v24 behavior and allows both internal and external users to access and drill into the project immediately. [25.01.062, US55248696] |
| 8392 | 26.01 | REPORTS | DASHBOARDS | FIXED | Enabled the “Customize Grid” option for the Dashboard Sales Order Bookings report (Q0318) by correcting the ALLOWCUSTOMIZEGRID flag from a blank value to ‘Y’. This restores expected grid customization functionality in V25 and aligns the report with other configurable LDRs. [25.01.088, US63158991] |
| 8393 | 26.01 | REPORTS | DASHBOARDS | FIXED | Fixed an issue where adding a blank widget to a dashboard caused an error when saving. The system now ignores widgets without an assigned report, allowing dashboards to save successfully without requiring all items to be configured. [25.01.094, US64210570] |
| 8394 | 26.01 | REPORTS | DASHBOARDS | IMPROVED | Added a button to Dashboards that contain an LDR. This will allow Users to toggle between chart and grid view for widgets. Note: only the widgets which load the data for the dashboard may be switched to grid mode. [25.01.059, US54711028] |
| 8395 | 26.01 | REPORTS | LIVE DATA REPORTS | FEATURE | Added new payment reporting capabilities, including Merchant Statements (Q0398), Deposits (Q0397), Payment Processor Transactions (Q0396), and Payment Transactions (Q0395). These reports provide visibility into processor data and internal payment records, support optional Account ID filtering, and include actions such as downloading statements and processing refunds directly from the reports. [25.01.065, US55486922] |
| 8396 | 26.01 | REPORTS | LIVE DATA REPORTS | FIXED | Updated LDRs using the LDView_InvoiceItem datasource to reference the master item type associated with the invoice item, replacing the previously incorrect invoice item type reference. [25.01.061, US55248741] |
| 8397 | 26.01 | REPORTS | LIVE DATA REPORTS | FIXED | Fixed the Subcontractor InsTypes About to Expire report (Q0072) so selecting “ALL” now correctly returns all records, and filtering by “INACTIVE” no longer includes ACTIVE rows. This resolves the blank report issue and prevents status leakage, ensuring accurate compliance reporting. [25.01.065, US49729479] |
| 8398 | 26.01 | REPORTS | LIVE DATA REPORTS | FIXED | Fixed the Zoom column caption on Core Report Q0215 “Project Labor Forecast” and resolved an issue preventing filters from loading when zooming into Q0334 “Project Task Detail Forecast,” ensuring parameters now pass correctly and filters display as expected. [25.01.065, US55484212] |
| 8399 | 26.01 | REPORTS | LIVE DATA REPORTS | FIXED | Fixed an LD Report error where users could add columns like HOURSVARIANCE that were not returned by the LDView_ProjectSnapshot data source. Invalid columns were removed from the creation process, preventing users from including them in reports and avoiding runtime errors. [25.01.077, US55247946] |
| 8400 | 26.01 | REPORTS | LIVE DATA REPORTS | FIXED | Fixed an issue on Live Data reports Q0039, Q0059, Q0069, Q0071, Q0275, Q0279, and Q0309 where POPUP QUERY dropdown filters, such as Company and Year, would display incorrect selections or fail to update report results. Added the required value column to the affected filter queries so selections now map correctly and reports refresh with the expected filtered data. [25.01.083, US62203137] |
| 8401 | 26.01 | REPORTS | LIVE DATA SOURCES | CHANGED | Updated ActivityView – VIEW data source to convert codevalue2 for ACTTYPE to NUMERIC(18,2) instead of INT, preventing conversion errors when decimal values (up to two places) are used. [25.01.050, US50795690] |
| 8402 | 26.01 | REPORTS | REPORT MAINTENANCE | FIXED | Fixed an issue in Report Maintenance > Upload where RDL files were written to the wrong directory due to a missing path separator. Upload logic now uses getTempDocumentsDir() to ensure files are saved consistently in the q360temp/documents directory. [25.01.058, US54598573] |
| 8403 | 26.01 | REPORTS | WORKFLOW | FIXED | Accounts Receivable Workfrow > Shipped Orders to Invoice bucket. Drill in report now correctly matches bucket count. [25.01.078, US60632917] |
| 8404 | 26.01 | SALES | FIXED | Fixed an issue where propagating Sales Rep changes from the Customer record to related records (Sites, Opportunities, Quotes, Orders, Projects, and Service Calls) incorrectly populated all empty Sales Rep fields. Updated the propagation logic to only apply changes to the intended position while preventing empty-value cross-matching, ensuring accurate and expected data updates. [25.01.077, US60372253] | |
| 8405 | 26.01 | SALES | INVOICES | FIXED | Fixed an issue in Invoice line item creation where adding a product via Find Product ignored the master's extended account rules and defaulted to the company-wide revenue account. Updated Invoiceitem_Record_Create to populate all necessary extended account fields and corrected cross-join issues in both Invoiceitem_Record_Create and TempTable_Update_MasterInfo so the correct account is deterministically assigned based on the invoice’s Sale Type. [25.01.088, US60518423] |
| 8406 | 26.01 | SALES | OPPORTUNITIES | FIXED | Config FUNNELPHASEPROBABILITY > Config Value 2 > EDITABLE. Users are now able to edit the Opportunity's Probability % field as expected, even if the associated funnel definition has Probability defined. [25.01.057, US53915794] |
| 8407 | 26.01 | SALES | OPPORTUNITIES | FIXED | Updated the Sales Opportunity Review form so that filter titles now support free-form text search instead of using a dropdown, enabling faster and more flexible filtering. [25.01.062, US55366006] |
| 8408 | 26.01 | SALES | OPPORTUNITIES | FIXED | Fixed an issue where enabling “Include Opportunity” on the Quote Documents tab did not return any linked opportunity documents due to a typo in the filter parameter. Corrected the mapping so opportunity documents now display as expected when the filter is applied. [25.01.084, US61250843] |
| 8409 | 26.01 | SALES | OPPORTUNITIES | IMPROVED | Enhanced the opportunity lookup on Expense forms by adding autocomplete support to the ExpenseOppor_Get procedure. Users can now type to filter results by opportunity number, title, or company, improving search efficiency without impacting existing behavior. [25.01.085, US60761040] |
| 8410 | 26.01 | SALES | ORDERS | CHANGED | Sales > Order > Extended Menu. Option "Scan This Order To Another Location" has been removed from the Extended Menu. "Set Invoice Date" Extended Menu option has been moved to the Line Items tab > Line Items grid Extended Menu. Invoices may no longer be created for Orders that are in DATAENTRY or CONFIRMED status. The modal that is generated from the "Edit Order" menu option no longer includes a Map button on the grid. Previously, there was no permission required for Extended Menu option "Create RMA Order." Order (Create) permission is now required for this Extended Menu option. Users without Order (Create) permission in previous versions will still be able to execute the Extended Menu option, but will receive an error that they do not have permission after clicking it. [25.01.001, US35452268] |
| 8411 | 26.01 | SALES | ORDERS | CHANGED | Updated Project Form > Orders/Invoices and Customer Form > Orders grids so that the ‘RECURRING’ order type is now only selectable when the order is not linked to a Project, Call, or Service Contract, and the Sale Type does not trigger their creation. Previously, ICO/CCO/QUICKLIST options were incorrectly allowed for new orders. [25.01.056, US49056610] |
| 8412 | 26.01 | SALES | ORDERS | FIXED | Fixed a regression in V25 where creating a Call from an Order incorrectly prompted a Site selection modal. The workflow now correctly passes the site reference and opens the Call form directly, matching V24 behavior. [25.01.077, US56494089] |
| 8413 | 26.01 | SALES | ORDERS | FIXED | Fixed an issue in Sales Orders where shipping entries were incorrectly using Last Cost when SALECOST was set to LASTCOST, even if COGSMETHOD was configured as AVG. The system now correctly prioritizes the configured COGS Method for shipments and line item processing, ensuring accurate inventory valuation and consistent month-end reconciliation. [25.01.092, US58531038] |
| 8414 | 26.01 | SALES | PRINT OPTIONS | FIXED | Order print process. Billing and Shipping Contacts now display on printed Order as expected. [25.01.084, US59850357] |
| 8415 | 26.01 | SALES | QUOTES | FIXED | Corrected Quote line highlighting to reflect the actual source of Price and Cost values in multi-company and branch-override scenarios. The system now compares against the appropriate source (Master, Master by Company, or Master by Branch) instead of always using the Master record. Upon refresh or edit, the Unit Cost highlighting will update to match the correct standard for that Company or Branch. [25.01.050, US52271011] |
| 8416 | 26.01 | SALES | QUOTES | FIXED | Added validation before any process actions are made on a Quote ensuring Status code may only be updated if the Quote has not been converted to an Order. [25.01.050, US52271083] |
| 8417 | 26.01 | SALES | QUOTES | FIXED | Fixed an issue where updating the cost on a Quote line item incorrectly inflated the linked labor extended quantity. The calculation is now correctly limited to quantity changes only, ensuring labor quantities remain accurate when cost is updated. [25.01.085, US61375232] |
| 8418 | 26.01 | SALES | QUOTES | FIXED | Fixed a quote and contract line item import issue where certain rows from the Excel template failed with “Required parameter ItemType is empty” when a non-existent MasterNo matched only a PartNo in the Master table. Updated the import logic so these rows are correctly treated as unmatched items instead of causing the entire import to fail, preventing unexpected errors and improving import reliability. [25.01.086, US62500971] |
| 8419 | 26.01 | SALES | QUOTES | FIXED | Fixed an issue in Quote line item copy/paste where linked labor would fail to carry over on subsequent paste operations when the form had not been saved. The logic now correctly matches labor to line items using conitemno instead of internal grid row IDs, and grid configuration has been updated across Quote, Order, Invoice, Vendor Invoice, and Purchase Order forms to ensure consistent key handling and prevent mismatches. [25.01.087, US62654180] |
| 8420 | 26.01 | SALES | QUOTES | FIXED | Resolved an issue with Quote Revision actions where users were unable to delete revisions or create new revisions from the current quote. The fix restores proper permissions for deleting revisions and ensures the “Create Revision from Current” option is correctly enabled when working on live quotes, even after using Replace Current with Revision. [25.01.093, US61507425] |
| 8421 | 26.01 | SERVICE | FIXED | Deficiency quick search no longer produces duplicative results. [25.01.001, US51512338] | |
| 8422 | 26.01 | SERVICE | FIXED | Multiple Service Contract RMR reconciliation issues were resolved to improve the accuracy and consistency of Service Contract Item Change tracking. Fixes include correctly creating and updating change records for renewals, imports, billing, voided invoices, and new Service Contract items, while ensuring Billing Effective Dates and monthly amount calculations are populated correctly. Additional updates prevent valid change records from being deleted during end-date adjustments and ensure the most recent change history records are updated properly during billing and reconciliation processes. [25.01.098, US64482027] | |
| 8423 | 26.01 | SERVICE | CALLS | FIXED | Canceling a Call Schedule no longer erroneously changes the Call Status to "TECH DONE." [25.01.001, US45800719] |
| 8424 | 26.01 | SERVICE | CALLS | FIXED | Maintenance > Admin > Data Dictionary > Table: DISPATCH - TABLE AND Quick Search > Call record. TBCATEGORY mandatory flag is now respected on the Call form as expected. [25.01.054, US52845435] |
| 8425 | 26.01 | SERVICE | CALLS | FIXED | Call form > Extended Menu > Credit Card Deposit now functions as expected without error provided a valid credit card service has been set up. [25.01.054, US52271341] |
| 8426 | 26.01 | SERVICE | CALLS | FIXED | Helpdesk form now opens as expected. [25.01.061, US55248816] |
| 8427 | 26.01 | SERVICE | CALLS | FIXED | When selecting a customer for a call, when a site is selected, the company of the selected site will populate the Customer field. Previously, it would set the sitename for the Customer field. [25.01.063, US55484240] |
| 8428 | 26.01 | SERVICE | CALLS | FIXED | Service Calls. "Billable" checkbox may no longer be edited after an Invoice has been posted. [25.01.067, US54067100] |
| 8429 | 26.01 | SERVICE | CALLS | FIXED | Fixed an issue where no warning was shown when creating a service call for a customer on Credit Hold. Corrected the user check logic so the credit hold validation now triggers the expected alert for internal users. [25.01.080, US61251360] |
| 8430 | 26.01 | SERVICE | CALLS | FIXED | Fixed an issue on the Call form where the Branch filter did not properly respond to the selected Company and continued to display all active branches. The Branch dropdown will now correctly filter to show only branches associated with the currently selected Company, improving dispatch grid filtering and selection accuracy. [25.01.090, US63567281] |
| 8431 | 26.01 | SERVICE | CALLS | FIXED | Resolved a v25 issue preventing technicians from adding parts to Service Calls when using the Find Product option on the Dispatch form. The permission logic was updated so users with appropriate Help Desk permissions can add dispatch-related parts without requiring full order editing access, while still maintaining existing security restrictions for non-dispatch scenarios. [25.01.097, US64478010] |
| 8432 | 26.01 | SERVICE | CALLS | IMPROVED | Added new permission TECHINV (view). When a User selects Tech Inventory from the Call Extended Menu and opens the Tech Inventory form, the Available Parts drop down menu behavior will now be controlled by this permission. Users with TECHINV permission: available Parts drop down is enabled, and Users may select any Technician and view that Technician’s inventory. Users without TECHINV permission: available Parts defaults to the current User. Drop down is disabled and Users cannot switch to another Technician or access another Technician’s inventory. [25.01.050, US34300543] |
| 8433 | 26.01 | SERVICE | DISPATCH Q | FIXED | Projects > Resource Console > Dispatch Queue AND Service > Work Queues > Dispatch Q. Time Column has been changed from a DATETIME column to a STRING column. This allows for values such as AFTERNOON. [25.01.050, US50593219] |
| 8434 | 26.01 | SERVICE | DISPATCH Q | IMPROVED | Enhanced time billing behavior to treat Regular and Travel time bills as separate types, allowing users to switch between them without needing to manually restart the process. Starting a time bill of a different type on the same call/task will now automatically end the current bill and begin the selected one, and Travel time bill icons are now available in additional grids (Dispatch Q and Project Tasks). [25.01.055, US52842416] |
| 8435 | 26.01 | SERVICE | FIXED | Resolved an issue where sending emails from a Service Call unintentionally updated the Invoice Site on all linked orders. The dispatch update process has been refined to recalculate timing fields only, preventing any unintended changes to contract Invoice Site values during email activity. [25.01.093, US63978874] | |
| 8436 | 26.01 | SERVICE | GRIDS | FIXED | Fixed an issue where added columns in the Service Call Parts grid displayed headers but no data when using Customize Grid View. Corrected a GridView naming mismatch so customized columns now properly return and display data as expected. [25.01.080, US60372642] |
| 8437 | 26.01 | SERVICE | LIVE DATA REPORTS | FIXED | The Customer Call History report under Service > Reports was incorrectly requiring the USER_ADMIN permission to access. This has been corrected so the report now properly uses the SERVREPORT_VIEW permission as intended. [25.01.099, US64715768] |
| 8438 | 26.01 | SERVICE | PRINT OPTIONS | FIXED | Fixed a typo in Q360Grid_Create_DispatchOrderItem so that the Parts tab grid on the Call form correctly binds line items to the contractitem.PRINTFLAG column. [25.01.079, US60751988] |
| 8439 | 26.01 | SERVICE | PRODUCT | FIXED | If a Product record is linked to a Recurring Dispatch, the User is no longer allowed to delete the Product. An error message will appear if this action is attempted. [25.01.060, US52610970] |
| 8440 | 26.01 | SERVICE | QUOTES | FIXED | Renewal Quotes created from Service Contracts will now correctly include all contract line items, including proper Item Type values. The issue was caused by NULL ItemType handling and missing ItemType mapping during quote creation, which could result in missing line items or blank item types on the generated Quote. The renewal process was updated to properly handle NULL ItemType values and populate Item Types from the associated Master record when available. [25.01.098, US64628593] |
| 8441 | 26.01 | SERVICE | SERVICE CONTRACTS | FIXED | Accounting > Service Contracts > Global Update - Service Contract Price. Transaction threshold set to 2500 records. If the update affects 2500+ contracts, this task will automatically process as a background job and User will be alerted via system notification when task has completed. [25.01.052, US51512314] |
| 8442 | 26.01 | SERVICE | SERVICE CONTRACTS | FIXED | Resolved an issue in Service Contract where saving with Line Items Sync Dates enabled could reset line-item End Dates to the original term calculation. Existing renewed or manually adjusted End Dates are now preserved. End Date is only derived from RMRTerm when the line-item End Date is blank. [25.01.062, US55248028] |
| 8443 | 26.01 | SERVICE | SERVICE CONTRACTS | FIXED | Service Contract > Header tab > Contract Information > Next Invoice Date now displays correctly. [25.01.077, US59711758] |
| 8444 | 26.01 | SERVICE | SERVICE CONTRACTS | FIXED | The Service Contract Item Change Log has been updated to prevent direct editing of existing history rows and now includes a new “Add Correction” option for authorized users with the appropriate permissions. The correction workflow opens a modal that prepopulates values from the latest change record, requires all correction details before submission, and automatically creates a new manual change history entry while refreshing the change log grid after save. [25.01.098, US64482031] |
| 8445 | 26.01 | GENERAL | AI | CHANGED | When a user initiates the 'Draft With Ask Q' AI feature, all notifications from the AI agent will now be suppressed even if the user closes the modal before the response from the AI agent is received. [25.01.103, US65438819] |