Home > SI Documentation (v20) > Administrator Guide > SI v20 Release Notes

SI v20 Release Notes

v20 began rolling out 4/20/2023

Video

 

 

General Features


Azure Active Directory integration for sign-in

SI Client and SI Server run as 64-bit programs (improved memory management)

Replace SQL Server CE cache database with SQL Server LocalDB
Use SQL Server 2022 Express for new SI Server Installs (view pre-reqs)

Server Profiles to store Server Names and IP Addresses to for multiple SI Servers
Add option to validate address in all address fields

Labor Improvements


Allow multiple Labor Types (previously Phase) to be assigned to products
Catalog utility to bulk convert labor accessories to labor types
Labor Type summary view in Project Editor
Labor type has option to include in task estimated hours
Time Sheets, Job Costing, Labor Utilization report to support Labor Type and Phase

Catalog


Products can have one preferred and multiple alternate vendors
Add Price Rule Groups so multiple Prices Rules can be run at once in order
Allow for multiple Price Types to be selected on CSV Import
Allow Catalog ID to be used overwrite Manufacturer and Model on product CSV import
Improve Product Explorer load speed
Improve speed of open of Package Editor

Projects

 

Add 10 calculated custom fields to projects and reference these custom fields in calculated project items
Add "Bulk Item" Setting/Functionality to Labor Items
Enable IP Address and Serial Number fields for Qty-Based Projects if item quantity is 1
Add ability to assign Head Ends to any product (not just wire)
Add Shapes and Blocks tab to Package Editor in projects
Expand Revision Compare Functionality to compare connections by wire or product
Prompt to adjust hours on Gantt View planning tasks when resources added or removed
Option to insert from project checklist in Gantt View
Allow Points to be created/renamed per Project
Add Find Next and Find Previous Manage Project Locations and Manage Project Systems
Increase Project Notes field limitation from 2000 to 4000
Sync thumbnail images on demand (performance improvement)
Add change order name to Project Editor change orders layout

Reports

 

Change Order History Report Improvements
Allow for Report Groupings to be Cloned
Add “Show Checklist” parameter to task and service order reports
Add Report Settings for PoE report to "Include Optional Items" and "Include Alternate Items"

Scheduling
Mass Update Task Start Date and Service Order Start Date to have option to maintain duration
Add Resources Quick Filter to task and service orders explorer with option to filter for My tasks and service orders

Purchase Orders
Allow Purchase Orders to be Archived
Vendor Portal Links to not require login to Vendor Portal

API

 

Option to export selected items to Integrations on new endpoint
Permissions to Export to the Integrations
Automate TimeSheets export
Automate Update to Project Service
Add Vendor Number on GET Catalog
Add Service Plan Number on GET Service Order
New Service Order API to accept an integration id
Manually Import Change Orders from API

Contacts no longer required on clients POST

Bugs


System field is missing in the report designer filter
Task number may not be removed from project when task is deleted
Report header missing for Line Item Detail reports and Proposal (Equipment and Labor Price) when running with No grouping
Price and Discount value is incorrect in line Item detail (Discount and Net Price) report for level 2 & level 3 items
Subreport Tag Field not updating when importing reports
Text partially cutoff on Project Hours reports
Qty-Based Projects not displaying actual Quantity
API: Items from Project Templates are not added to the projects created from Integration
Getting out of memory error when publish order report with large file
Margin and markup rounding issue may happen when mass updating unit cost or unit price for products in catalog

Hotfix 1

 

Released 5/24/2023

Enhancements

 

Support AutoCAD 2024
Report parameter to display Site Images from Mobile Install in stock task and stock service order reports
Labor type and labor hours can be updated from library
Task Editor to show budgeted and actual hours for project (job cost)
Warn when non US users connect to vendor partner
Change "Save as default" to False by default when exporting Reports
Add option to update missing time sheets from Mobile Install in Time Sheet Explorer
Support Labor Type and Labor Hours Import from CSV for Project Items and Products
API : Accounting Estimate Numbers Endpoint
API : Service Plan Automation
API : Price Type endpoint on the Project_Items
API : Expose the "ProjectSIItemIds" endpoint on the GET PO, Purchase Oder Item
API : IntegrationClientId on Client Update

Bugs


Crash error occurs clicking reset button when custom layout is applied in project
Update Order status fields are not selectable for quantity items in the project
Crash error occurs when creating an allowance with calculated price
Prompt for check in all projects is not working when closing SI application
64-bit drawing add-ins manager is not working when SI application running in 64-bit
Wording Changes on QB Connection Error
Service Order reports are not working from Service Order Editor
Convert labor accessories to labor type works only for first 100 items and may time out
Package total and location subtotal is incorrect when running a proposal report by location with a solution that has packages in different locations
Taxes do not persist when project created from template in New Project Wizard
Crash occurs when doing update from library for a product has no image in project editor and same product has an image in library
The project parent item should not be included when creating a QuickBooks estimate for a change order of an accessory item only
Phase field displaying for Calculated Labor Items In Projects
Approved change order total maybe display incorrectly when allowance and items in allowance are in different change orders
Disconnect User feature not working for Azure Active Directory linked user
Name field on Service Order not Populating as Expected

Hotfix 2

 

Released 6/19/2023

Enhancements

 

Allow Mass Update of hours for products in projects with a single labor type
Allow project checklists to be added to tasks and service orders
Support vendors partners that require login and password validation

Bugs

 

Calculated products and calculated labor should not display name of removed custom fields
Warn user if a file or revision or change order missing when checking in project
Project margin may vary between project explorer and the change order history report if tax setting to use Use Tax in Margin/Markup is true
Project Explorer may not sort across pages on fields like Sales Rep, Designer and Project Manager
Approved change orders and pending change orders may display different prices due to rounding issues in tax calculations

Hotfix 3

 

Released 7/24/2023

Enhancements

 

Allow quick editing of hours and labor types in View Labor Types dialog in projects when clicking Total Labor Hours link in Project Editor
Project Reports - Added fields to dtr:LaborType to allow users to get labor type information by system, location, phase, manufacturer, or category
Support Labor Type and Labor Hours import from CSV for project items with a single labor type
Added "From Template" to Projects button in Home page bottom menu interface

Bugs

 

Find product usage in projects does not work if more than 250 products are selected
Bulk wire accessory unit cost, labor cost, and labor price are incorrect when parent quantity is more than one in the catalog package
Crash error occurs when we mass update checklist in task and service order

Hotfix 4

 

Released 8/23/2023

Enhancements

 

Add Sales Rep, Project Manager and Designer email and mobile fields to project reporting data
API : Labor types are missing in project exported to API for labor types associated with products
API : Add UpdatedBy and UpdatedByEmail to Project

Bugs

 

When adding products to purchase order with alternate vendor compare correct alternate vendor product cost
Proposal price does not match when importing project from D-Tools Cloud to SI with project having small labor hours for bulk wire
Wire connection data is not populated in shapesheet when wire connections are connected to an OPR shape

Unneeded prompt to save approved or rejected service plan
Prompt for missing project when changing servers
Shift + Tab Broken in Project Editor
Subcategory creation bugs

Hotfix 5

 

Released 9/21/2023

Features

 

Add Option to maintain Component ID Format for Insert Drawing Pages in Visio
Add "By Project" to grouping options for Project Business Analytics
Calculate tax on total of product and labor taxable amounts for new projects 
Add option to use Service plan name and number in service order linked to service plan
Provide option to create Misc. Item to adjust minor price differences between SI and D-Tools Cloud project
Improve Update from Library user interface to select all products when form loaded
Support Wave Electronics as pricing partner in SI
API : Add Project ID on tasks and service orders

Bugs

 

Move options for "Include Service Plan" and "Include Change Order History" to "Add Reports" dialog
When updating from catalog in a project you cannot select which accessories to add
Labor type not updating correctly for all items when importing a CSV file with quantity to a unit based project
Project system summary view not including unassigned system values

Hotfix 6

 

Released 10/25/2023

Features

 

Allow for cell editing in grids for Labor Type and Total Labor Hours for Products with single or no Labor Type
Add ProjectGuid to project data set for reports

Bugs


Calculated allowance in a solution can calculate incorrect price if calculation is filtered for current system or current location
Proposal reports project summary value may be incorrect when a solution and level 4 items in a solution are in different location and system      
Zero Unit Price reverts to Unit Cost during import from CSV/API if item in catalog and user unchecks "Use unit price from catalog if 0"
When adding items to a purchase order auto-select project or service order if there is a single project or single service order
Cannot view more than Primary Contact in Project Information for read-only project
Change "Not Connected to Server" icon in Mange Users dialog
Warn when deleting service order items on a purchase order

Hotfix 7

 

Released 11/27/2023

Features

 

New report utility method ApplyRequiredFiltersForSubreport to filter a project sub-report independently of the main report 
Preselect the last selected Visio page when creating OPR shapes for wire shapes

Bugs

 

Visio Add-in not working when SI server encryption turned on
Allow zero wire length in catalog package bulk wire item(s) and use default wire length when added to project
Crash occurs when running a report group and a report missing in report group
Project Editor status bar is showing incorrect price (sum, average and count) when selecting packages
When editing purchase order item and turning off UOM Units divide price by UOM Units
Products do not display when searched with special characters like long dash
Project filter not displaying for custom layouts for quantity based filter
Make Client BA Email a Link

Hotfix 8

 

Released 12/19/2023

 

CRTICAL - Product Unit Cost and Unit Price fields becomes zero for all price types when labor types and labor hours fields are selected in catalog update from library dialog
Update to Catalog for Solutions only updates one package
 

 

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