SI v19 Release Notes

Video

Key Features

PoE (Power over Ethernet) support (associate PSE and PD devices with validation) in projects

Purchase orders can be created for service order items

QuickBooks Time integration – Import Time Sheets from QuickBooks Time

Support Subsystems in projects

Projects

Added options to round Net Unit Price, Unit Cost and Unit Cost with Tax

Added a Location Number field

Can set required fields to approve a project

Added option to set a blank revision number for first approved project revision

Allow export of allowance, bundled cable and placeholders in project item csv export

Added option in Compare and Sync to update all fields for new items in project open mode

Project Editor Item Summary view has additional options to "Include Allowance Items" and "Include Bundled Cable" items

Check for missing phases and updated phase rates when cloning or importing projects

On force check-in of project, compare local and server project and display differences with option to either force check in or undo check out

Expanded Component ID format to include all custom fields, support package custom fields and improve consistency

Display correct budgeted hours for Gantt view tasks linked to SI tasks based on items in SI tasks on open of Gantt view

Added option on clone project to include items on pending change orders

Added "Import as a Unit-based project" option to Import Projects from D-Tools Cloud dialog

Added additional filter to calculated items for parent item and calculate correctly when quantity of parent item changes when filtered for parent item

Added option to completely "Sync projects with server"

Added "Open Folder in File Explorer" shortcut in Project Explorer and Project File List (Shift + F12)

Added Port ID column to IO Studio Inputs and Output grids

Added Project Setting to automatically check-in project

Display description for packages in short description field in project editor

Added a menu to sync all Visio pages

Improved speed for find product usages in projects and project item BA

Added prompt when cancelling Scope of Work dialog

Display total wire length value for bulk wire in quantity based project in product editor

Updated D-Tools AutoCAD Blocks Gallery

Customer Portal

Added option in Customer Portal to create shareable links for each recipient

Added option to bcc current user on customer portal shared emails

Added option to send customer portal emails to all recipients or added recipients only

Purchase Orders

Added options to pre-filter items added to purchase orders based on order status

When selecting vendor on a new purchase order and vendor has draft purchase orders prompt to open existing draft purchase order

Automatically use Purchase Price value (if populated) for Unit Price for items on purchase orders

When adding project items or service order items to purchase order prompt to use catalog cost or project/service order cost

When adding items from projects in units allow vendor filter on left panel (similar to summary items)

Added "Order Status" Column to Add from Project (Summarized) dialog for purchase orders

Add Created By, Updated By, Updated On fields to Item Receipts

Add Reminders to Workflow Rules for Purchase Orders for requested delivery date

Scheduling

Added options to pre-filter items added to tasks based on order status, picked and installed

Allow month view calendar to scroll vertically

Added option to display archived projects when creating Service Orders and Service Plans

Time sheets and job cost reports can display/track subphases

Send same information to Outlook/Google Calendar/Outlook.com Calendar/Outlook

Improve tax display on service order report

Mobile Install

Accessories display in Mobile Install Tasks in hierarchy

Added option to "Notify Resources" when publishing Tasks and Service Orders to Mobile Install

Add Mobile Install setting for resources with time sheets to be removed from tasks and service orders if not part of tasks and service orders on republish

Clients and Vendors

Added Custom Fields for Clients and Vendors

Catalog

Purchase cost and purchase cost currency code can be mass updated independently

Allow Users to set a Reply Email and a Display Name for emails sent from Workflow Rules

Display Category item count with option to display the abbreviations in Manage Categories

Display counts for Categories\Subcategories and count of Manufacturers in Manage Categories and Manage Manufacturer dialogs

Reports

Added Change Order History as a sub-report option in stock client reports

Allow deletion of custom sub-reports in Manage Reports

Support custom paper sizes in standard and order report designers

When report settings are stored on SI server default cover page image must also be synced to server and users

Updated Brother label (bPac) SDK to latest version (3.4.004)

Server Manager

Option to repair databases with data loss on Server Manager in case of database corruption

QuickBooks Integration

Can now transfer up to 41 characters (previous limit of 30) for Customers, Jobs, and Vendors in QuickBooks Desktop (Vendor limit for QuickBooks Online is now 100 characters)

API

Option to select a Project Template when creating a New Project from Integration

New API endpoints to export Time Sheet to Integrations

Integration setting to export allowance items and bundled cable items to integration

Project Mass update to export integrations based on automatic integration export settings

Export Price Type for Product Catalogs

Export Revision Field for projects

Export and Import Purchase cost field for catalog products

Include contact mobile number in project export and import

Prompt to save an project updated from Integration

Get API keys automatically when turning on Tracknicity and TRXio integrations

Bugs (unappreciated Features)

Importing an approved project with manually or automatically created revisions the approved field is set to “True” in revision tab.

Schematic Location Display Issue with \n in location or system full name

Additional prompt displays when we copy port from one item to another item in I/O studio dialog

Currency conversation is not happening for MSRP when updating from library and multiple currencies enabled

Unable to publish change order SOW to mobile install

Ctrl+A in project editor search box should select text entered in search box.

Project "Address2" not populating in our default Visio templates

Labor tax value showing wrongly for quantity based allowance and bundle cable in installation price dialog.

Project value may be changed when quantity-based project converted into unit-based project

Select project prompt appears when checking in an approved project with pending change orders when project is set to automatically export to integration on project check in

Doing “Find Products with Pricing Provided by partner” option for ALMO in Connect to Vendor Partners window getting time out error after 10 mins.

Unable to change qty for accessories while adding to project

Send to Outlook Email not using Signatures set in Outlook

Crash occurs when Visio drawing page name is having square brackets ‘[]’ and OPR shape on the drawing page

Hotfix 1

Released 9/14/2022

Approved change order total may be incorrect when CO has deleted labor items with pricing based on phase
Crash when clicking on Phase in Phase Summary in Project Editor
Package description is cut off on client reports
Could not load Intuit.Ipp.Data.dll file error occurs for QuickBooks online connection
Add Client Name to Service Order Tree and in Grid for Purchase Orders
Tasks created from planning tasks display summary task reports
Project hyperlink custom fields cannot be edited
QuickBooks Time setting not displaying when searching in Control Panel
Mobile Install Site Images may rotate in preview browser
ReturnItems method not found error may occur when running custom reports

Hotfix 2

Released 10/12/2022

Add Project Setting to disable compare on project open for approved items
Upgrade built-in Excel project reports to xlsx format
Crash error may occur when trying to copy large number of items and paste it from one project to another project
When adding multiple locations or systems shortcut keys may not work
Error when creating sub-location with matching name in a different parent location
Send to Outlook email for purchase orders may show Outlook signature and SI signature 
Client assignment may be lost when selecting a project template in New Project Wizard

Hotfix 3

Released 11/16/2022

Crash error occurs in purchase order when we deselect item in select project item to order dialog       
Warn users that change order history may be incorrect when deleting an approved change order or mark as pending an approved change if items in CO are removed in subsequent COs               
Management labor factor displaying incorrectly in compare catalog with project phases dialog
Items becoming deselected in Import Editor after mass update of inadequate items
In Proposal reports when same level two or level three items have different quantity detail price is incorrect
Error when importing a new contact for client or vendor from MS-Outlook in Client Editor or Vendor Editor
Persist "Size to fit page" in Insert PDF Floor Plan in Visio
Unable to select the next month in the calendar work week 
Item details section line spacing have extra space in Quote report
User cannot update the phases from the catalog without the "Manage Phases" catalog permission
Purchase order send to outlook email should display vendor contact name and not vendor name

Hotfix 4

Released 12/13/2022

QuickBooks desktop connection may error with message 'The version of QBXML that was requested is not supported or is unknown'
Approved change order files may not check in and check out correctly when change order is re-approved
Bulk wire category changes can cause approved project item price to change
Report grouping by CategoryType not functioning properly
In multi currency projects product unit cost becomes zero for items added from catalog
System order is broken after doing sort on all levels in manage project systems dialog
Move Up/Down Shortcuts not working for Locations
QuickBooks Customer field not populating when "Include Project Number in Job Name" is set to Yes
Inactive tax item rates are not included in sales tax group rate in QuickBooks estimate dialog
API : Update Dates not working for project items

Hotfix 5

Released 1/23/2023

When a package line item has a quantity greater than 1 changes to the catalog package labor hours cause the SI application to freeze
When head end is changed in project editor grid it may not get checked in to server
When converting quantity based project to unit based project order and install fields are missing on split items
Fixed labor cost and fixed labor price do not import from CSV with large decimal values in project editor
Allowance and bundled cable are not included in installation price totals in the project summary views
API : Picked and Picked Date may not update correctly in project update API endpoint