SI v21 Release Notes

Video

This video is a recording of a webinar from 2/12/2024

Features

Create and Share Project Submittals Reports. Project Submittals can include product files/links and project files 
Add ability to include files and links in catalog products. Add from Library and Update from Library to include document links to product files
Customer Portal will allow documents in a project to be shared to specific users
Improve Add from Library to filter by Manufacturer, Category and Vendor Partner and show more relevant search results
Allow each labor type on a product to be marked as completed in Projects, Tasks and Mobile Install
Add “Included” option for accessories in catalog and projects
Add Dark Dode setting to SI Client
Improve display of hours to show Hours, Minutes and Seconds

Projects

Add field to "Calculate Hours per foot/meter" for Bulk Wire and Bundled Cable in catalog and projects
Add Reports button to Change Orders tab in Project Explorer
Internal Change Order Improvements to warn user on billable items on approve and to maintain price when replacing items
Add Project Setting to automatically sync SI purchase orders to project items
Expand Item Validation Settings Fields to include accounting item name and custom fields
Add options to maintain Project Number and Project Created By when importing Projects
Add a “Create Projects from Templates” permission
Add a "Clone Projects" permission
Workflow Rules - Option to notify user who has checked out project in checked out for more than x days notification
Persist Project Item CSV Import Options
Improve Job Costing to account for Ordered and Received items without opening project editor and syncing order fields with purchase orders
Add Auto-Fit All Columns function to the sub-tabs in Project Explorer
Add Project Setting to display items on Pending Change Orders
Allow CSV export and CSV import for Checklists
Excel report improvements to have option to include allowance items and support 10 projects in 64-bit SI
Allow multiple Projects to be Locked or have Reports Locked
Disable Order fields for OFE items in Project Editor
Add subsystem as a grouping option in client reports
Improve speed of Project Explorer
Improve service speed for undo check out and force undo check out
Support long file paths for project files

Purchase Orders

When adding items to purchase orders compare Purchase Cost in addition to catalog Unit Cost
Purchase Order Explorer to have columns for Price, Tax, and Price with Tax
Add Save button to Purchase Order Editor
Add setting to require a Site Image to complete Task/Service Order in Mobile Install
Add PO Number to PO Receive and PO Receive Label report datasets

Scheduling
Add New Filters to Calendar Interface for user categories and user roles
Add Overdue as criteria for Task and Service Order workflow rules
Add spell check to project name, task name, service order name and service plan name
Add Time Sheet Validation Settings for unassigned labor type and unassigned phase
Add Sales Rep, Project Manager and Designer to Task and Service Order datasets
Allow unlimited text in Service Order Notes

Clients and Vendors

Tools to merge Clients and Vendors
Client Mass Update to support tax fields

Catalog

When Deleting Category do not delete products and set to products to Unassigned category
Add option to download "Large Images" from Library
Support Labor Types and Labor Hours in CSV Import for project items and catalog products
Allow Mass Update of hours for products in catalog with a single labor type
Find labor usages in Projects in Labor Explorer
Increase Description field for Packages and Long Description field for Products from 1000 to 2000
Allow for Item Organization for Package Items
Split out permissions for Create/Modify Catalog Items
Add "Do not show me again" option to Prompt to Add from Library
Change "Labor" to "Labor Item(s)" throughout SI

General

Users can be assigned to a category and add user category filter to various interfaces like Calendar, Assign Resources, Time Sheet Explorer
Support 2 factor authentication with email sign in codes
Add option to select fields to search (including custom fields) in Task, Service Order and Service Plan explorer 
Synchronize deleted reports, stencils and blocks from SI server to SI clients
Add Application Setting for "Auto-Fit Columns" on window open
Display custom layouts under custom ribbon tool
Add option to search fields to Manage Custom Layouts dialog
Send an automated email to SI Admins if scheduled backup fails
Send an automated email notification when all SI licenses are in use
Add "Client Number" field to Explorer Interfaces
SI Client folder reorganization to better support server switching
SI Server Manager to have option to store number of scheduled backups to store
Improve Backup and Restore to warn if license is different
Change Encoding for CSV Exports to ANSI by default with option to change in CSV export dialogs
Improve sign-in speed to SI Server
Upgrade to Active Reports 17
Implement custom layouts in dialogs with column chooser
Add Fields For Created By, Created On, Updated By and Updated On to the Users list
Open Report Explorer in own Window
Change Default List for Shipment Preferences

QuickBooks

QuickBooks Online tax drop downs to not display automated location based taxes
Add Check Inventory in QuickBooks feature to more interfaces

API  

Webhooks – Support Webhook when data sent from SI to integrations
Automation settings to automatically export project change orders on check in and change in status of change order
Allow SI to export clients to integrations
API endpoint to update an existing service order in SI
Automation options for service order creation from integrations with API
Add Service Order fields to Purchase Order and Purchase Order Item API objects
Flag change orders as deleted on API when project is unnaproved
Mark Timesheets, Purchase Orders, Tasks, Service Orders and Service Plans as deleted in API when deleted in SI
API to view Mobile Install Site Notes for tasks and service orders
Discrete option for create and update catalog items for import products from integration automation
Subscribe Projects to have a includeArchived={True/False} Parameter
Add Project ID on tasks and service orders
Add RackMounted endpoint on Get Project
Improved speed of Purchase Order export to API

Bugs

Warn when cloning project with calculated items with Assigned Change Order filter
Package item quantities not Updating To/From Catalog
When editing purchase order item and turning off UOM Units, divide price by UOM Units
Missing MI Prompt to add Site Items when opening Visio or AutoCAD Project File
Filter for Custom Layouts for Project Explorer not persisting in other Interfaces
Improve scroll behaviour for dropdowns in Custom Fields
Text cut off on Delete Location Form

Hotfix 1

Released 3/12/2024

Multiple selection not working for I/O fields in product editor
Edit product does not work in Visio and AutoCAD product tree
Service order schedule report does not run for multiple selected service orders
Packages do not use assigned shape/block in Visio and AutoCAD drawings
Add from Library to allow for search within selected manufacturer, category and vendor partner
Submittal reports may generate an error "An item with the same key already exists"
Child location not displaying in project location summary view            
Gantt View and other grids may be missing button for pop up dialogs
Calculated Misc. Item price may be incorrect on check in and check out of projects and show incorrectly on reports
Package quantity showing wrong in item summary view when “Show packages” displayed in quantity based projects
Crash occurs when allowance with use cost from items is replaced with a bundled cable
After upgrading to v21, AutoCAD custom blocks are moved into the Visio folder
Labor Hours not saving unless focus is moved from cell in Project Product Editor
Cannot edit values for report parameters in Standard Report Designer
Foreign Currency not converting on reports with foreign currency for labor types

Hotfix 2

Released 4/4/2024