Discussion of migration from legacy 5.9 to SE 6.x

6.5.42 ? Update

6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 4:00 am

Opened shop this morning and had a window on desktop saying update ready to install. Closed all the other programs and backed up. Clicked update and got a mssg that other programs were using Mitchell. OK? Closed Mitchell, restarted computer and now update is missing. Any ideas as to what to do next? Thanks,Jeff.
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Re: 6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 5:07 am

Ok.. an hour later the update window comes up again. Still the same mssg. Have tried everything my pea brain can muster. Support call? Thanks, Jeff.
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Re: 6.5.42 ? Update

Postby timbre4 » Wed Aug 27, 2014 5:27 am

I haven't been prompted for this update yet, have reported this. Stay tuned.
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Re: 6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 5:56 am

Thanks Tim.
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Re: 6.5.42 ? Update

Postby Jimmy@DGB » Wed Aug 27, 2014 6:58 am

I had this this morning as well... Any info yet?
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Re: 6.5.42 ? Update

Postby timbre4 » Wed Aug 27, 2014 7:15 am

This just in:

"Yes, they’ve got to close the updater to get the update to run. So right-click on the systray icon, exit. Then open Manager and say yes to the update."
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Re: 6.5.42 ? Update

Postby Jimmy@DGB » Wed Aug 27, 2014 11:26 am

Got it updated. I see a PO's button added. Other than this, do we know what else this update included?
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Re: 6.5.42 ? Update

Postby timbre4 » Wed Aug 27, 2014 11:30 am

We are working on an update log so that users know changes per update released. soon this will be a link on the home splash page for easy access.

I'm also adding a few examples to the SE 6.5 News topic shortly.
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Re: 6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 11:48 am

OK...they tray icon wont allow me to right click close. Closed by clicking red button upper right. Re-opened Manager and click ok to update. Manager closes and I get FILES APPEAR TO BE OPENED BY ANOTHER APPLICATION. TRY CLOSING ANY RUNNING APPLICATIONS AND "RETRY". Then I get AN ERROR OCCURRED WHILE ATTEMPTING TO UPDATE TO VERSION 6.5.42. went thru this 3 times with the same results. What next? Thanks, Jeff.
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Re: 6.5.42 ? Update

Postby timbre4 » Wed Aug 27, 2014 11:52 am

The red 'X' closes the Manager SE program but not the updater. Closing with the systray icon does close the updater. Since that is not allowing you to do so, please contact support as time permits.
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Re: 6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 11:53 am

OK. Thanks Tim. Calling now.
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Re: 6.5.42 ? Update

Postby Jeff @ Able Auto » Wed Aug 27, 2014 12:12 pm

That was quick and painless. Auto Updater was running. Tech disabled it and update ran fine. M1 support ROCKS!! 8)
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Re: 6.5.42 ? Update

Postby Jimmy@DGB » Thu Aug 28, 2014 7:39 am

Any word on that update log?
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Re: 6.5.42 ? Update

Postby timbre4 » Thu Aug 28, 2014 7:54 am

You mean that thing I only mentioned for the first time yesterday? :shock:

I have seen the raw notes and it is being edited for public consumption. Stay tuned
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Re: 6.5.42 ? Update

Postby Jimmy@DGB » Thu Aug 28, 2014 9:22 am

I know I'm not the only one who finds it odd that an update was pushed out with no info on what the update included? :shock:
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Re: 6.5.42 ? Update

Postby timbre4 » Thu Aug 28, 2014 9:26 am

Changelog Description through 6.5.42.0 (b6.5.42.23)
Sprint 16.5
Shared settings should load correctly Fixed:With the new changes to the primary key done for ShopHub, the shared settings now produces duplicate records (Key can be duplicated). This usually happens with the WIP grid settings.

B-33069
Hide PO button for Manager Users Manager user does not have access to PO button (which leads to PO dialog)

B-33153
Fix Balance Due by including Balancedue Adjustment-new use case "Suppress credits on the 3 Accounts Receivable Aging Reports
Note: Accounts Receivable Aging History is currently not displaying all historical payments"

D-09613
MgrSE: 997352 - Quote to Order Conversion Issue; eHelp 39599 "Fixed: This customer's database is not correctly converting Quotes into Estimates for scheduling purposes. To replicate:

1. Create Quote.
2. Convert Quote to Estimate.
3. Add an existing customer or a new one.
4. On the Order tab, go into Options > Schedule work.
5. Check the Schedule after. The job isn't listed."

D-09577
MgrSE: Acct# 221379 Getting "Arithmetic overflow" error when runn Sales Receipt Summary for June 4, 2014 - Jemuel; eHelp 39382 "reason for arythmetic overflow, the Invoice # 28080 has negative Sales
Changed it to have only 4 digits after the dot ( enough for the money precision),
that allows to have percentage with 3 or even 4 digits to the left(example: 125.2324)."

D-09559
Changelog Description through 6.5.40.0 (b6.5.40.12)
Sprint 15

B-30881
Add VIN Code to underlying query Fixed: tech worksheet doesn't pick up the VIN Engine code (Ex: ‘VIN (P)’ ) Extra information will be in the engine string; example what is now "6.6L, V8 [403CI]" will be "6.6L, V8 [403CI] VIN [2]" for a 2007 Chevy Silverado Classic 2500 HD 6.6L engine (no new report needed)

B-31213
Purchord.rpt update "Replace purchord.rpt file with version dated 5.13.14 - this report now sorts by part number then description. ‘The “Estimate#” field is suppressed when the estimate number is -0-.
Notes: 6.5.40.08 Estimate number field is suppressed when doing a restocking PO, is not suppressed when a PO was created from an estimate."

B-31886
Add YMM Engine Info and In Mileage to Intent Title bar Add YMM Engine Info and In Mileage to Intent Title bar

B-32411
Add fixed WIP Fixed: WIP reports do not print customer name if there is a company and customer name included in the record

Sprint 14

D-09366
MgrSE: 231022 Application defect - Manager SE; eHelp 39215 "Increase timeout when updating of Hazmat/ShopSupplies
Fixed purge estimates failing when a Revision is locked and increased timeout"

B-29477
ACDelco / Nexpart Catalog Direct orders - no PO's Includes new ACDelco, Nexpart catalog that supports direct ordering from inside catalog. Orders placed from the catalog generate a PO in SE. B-30880
Change PrePended 'Order #' in PartsOrdering.CS Ordering Parts using WorldPac will include in log <Comment>RO #: 29298</Comment> rather than <Comment>Repair Order #: 29298</Comment>

Sprint 13

D-09149 - MrgSE: Acct# 935460 Migration Failed; eHelp 38602 "Changed LineItem to use the fnRealToMoney function for calculating cost (sale was already using it). Fix an issue where numbers coming from 5.9 are way out of range (> 1.0E+14)
Changed timeout of base migrator connection (all executesql scripts) to be 30 minutes - similar change that was made to update installer - phone number processing can stall out a migration that needs to run again (ie backup)"

B-31384
Allroad problem Please change 'Allroad' to 'allroad' in DMV data

B-31798
Make the INTENT window sizable Intent window to be re-sizable so if I have a larger resolution screen or large font configured in display settings I can see more of the content of the window. Intent Window is Maximized by default

Sprint 12

B-29281
Make the Manager Background Screen Interactive As a Product Manager i want the Customer to be able to make selections off the background screen to support deliver of information to the Customer. Like a 'whats new' in the current version of Manager.
LowInvtryPartNo.rpt Added Location to LowInvtryPartNo

B-31279
Labor item should display <none> for tech when default is configured as <none> As a customer when I select <none> for the default Labor Technician (in Shop Data, Default Settings or in RO->Options->Labor) and then add a labor item to an order I expect the 1st technician to be listed as <none>, it is currently blank instead of <none>

Changelog Description through 6.5.37.0 (b6.5.37.8)


Sprint 11

D-08995
MgrSE: Acct# 1012499 Getting contraint error when going into revision; eHelp 38186 Fixed defect when a revision has multiple PO's for the same part number

B-31071
Modify Database Restore Utility to Migrate Database to Latest Version Database restore utility to also migrate the database as the final step after restoring

B-30448
Email PO to vendor if email address exists Add email button to allow user to send Purchase Order to vendor. PO screen should show email address

B-29310
Add " Received Text Message" to Authorization screen Add " Received Text Msg" to Revision Authorization screen under Called / Phone
Sprint 10

"D-08940 / D-08966"
Duplex Printing Problem Explicitly call out for default duplex mode when configuring printer. Attempt to fix buggy printer drivers which are setting invalid duplex mode operation.

D-08829
Fix FillFromOrderList to filter out invalid dateposted from History table

D-08776
Fix Follow up Report The Follow Up report (recommendations / LetterVehicle.rpt) contains a typo where a space is omitted between the phrase " performed by" and the due date property

Sprint 9

B-29157
PO Button on Main Toolbar "PO Button appear in the main toolbar
Selecting it opens the Purchase Order window"

B-30796
Add Primary Keys to all Tables Add new identity column to tables without one (for Shop_Hub) \

B-30801
Remove BPS - Performance Center Login menu item Menu item is removed
Sprint 8 Description through 6.5.34.0 (b6.5.34.17)

D-08670
Can't extract Customer list "Fixed: Customers that have the 1st vehicle deleted not displaying in followup reports
Replication:
1) Run Followup – History from Service date 3/31/2006 – 3/31/2014 with default settings.
2) Eric Muellerleile will be missing from the report.
3) Generate Followup – History with a date range of one of Eric Muellerleile posted orders and he will appear on the report.
Database location: \\dakota\dept\1stLevel\Adam\Manager_Databases 808864.zip"

D-08698
"Update Needed
(for fingerprint issues)" "Conditionally use universal finger print on registry setting. Otherwise, continue with current finger print.
Default will use current full finger print.
Use the reg file attached to

D-08698 to reduce full fingerprint for customers that have the fingerprint failures.
Also, customers can be put back to full fingerprint with the reg file attached to defect.
When using the reduced fingerprint logging will display “using SsxtFpModeFlag” in the Authentication.log (in M1-SK folder)
"

B-30396
Followup letter rec. date Fixed: Report is update: LetterVehicle.rpt is using the due date, rather than the date the recommendation was created - to populate 'Recommendation made on:'

B-30427
Add explanation of highlighting As a user - when applicable - tell me what the green and or blue highlighting indicates. These will show conditionally if the order has Green and/or Blue highlighted lines.

D-08531
Remove DEMO DBMS check from requirements for Processing an Update Fixed: As a Customer I don't want the installation of my updates to fail just because I do not have a DEMO DBMS installed for Manager SE.

B-30680
6.5 install does not point to Prodemand by default. Fixed: 6.5 install(clean / upgrade) repair information needs to point to prodemand by default (when useprodemand.switch is missing)
Sprint 6, 7

S-30300
Change description reported on info bar "The current info bar at the bottom of the application displays ManagerPlus of Manager and then SU or MU.
X = number of licenses users
ACs:
• If the Custom license is for ## concurrent users in Auth then the number should be displayed at the bottom of the Screen
• The proper branding will also be reflected
• Any Manager version will be shown as current manager brand
• Any ShopKey version as current ShopKey brand
• If Manager is in Demo mode, show ""{brand} Demo"" (no number)
• ""SU"" will no longer be appended
Note: When license is lost can display Devcor in status bar, goes away when license is back
"

S-30293
Display total hours for est, ro, inv, cs, sp, revision "Include indication of 'Time Total' on order screen
ACs:
• Hours will sum the total of all line items
• Hours will be precise to two digits
• Zero should show as '0.00'
• Match font size and color to rest of the dialog
• Negative sum should have '-' prefix
• Sum should refresh when any line item is updated or added; or changed in line
"

S-30289
Open Order amounts should not display as current charges for Customer "Open Order amounts should not display as current charges for the customer in update Customer Status dialog.
AC:
As a customer if I have an open order ( Est, Ro , Inv) on the WIP , the order total for that order(s) should not show up as current charges in the Update Customer Status dialog on the customer screen.

"

S-30199
Update Runner: Should be able to decline UAC "As a customer, I want to be able to decline UAC prompt the comes up when starting an update. Currently, if I say NO (or let it time out and go away), the update crashes with an unhandled Windows message.
1. Update Runner now handles the error it previously saw when UAC declined
2. Update Runner now is elevated itself (was not previously in installed version), this means that Manager will be prompting for elevations in the future (where the declining is also handled from last patch) – and, there will only ever be one UAC prompt as a result.
Note: To fix this problem a new UpdatesRunnerProgram is installed causing a 2nd UAC prompt. Once a customer installs one update and they have the new UpdatesRunnerProgram subsequent updates will not have UAC problem and will not prompt UAC twice. Also, UAC will only prompt once if we deliver multiple updates!

"

S-30296
Print Tech Worksheet from WIP Detail dialog "Include button in Work in Progess detail dialog to print default selected tech worksheet
ACs:
• Will be a print button as in illustration attached
• will perform as tech worksheet print button in order option screen does
• Printing will not close the detail dialog; will keep focus on print button

"

S-30295
Include Updated Receipt template "Updated receipt template to prints logo in same format as invoices - template attached

ACs:

• logo box changed
"

S-30290
Add email address to Vendor record "Add email address field to Vendor setup screen, place email field below FAX number. Store email address in vendor record.

ACs:

• email field exists under the fax number
• Same font as other items
• length will match Customer email
• validation will match Customer email validation
• Saved as part of the Vendor Record
• Tab order includes e-mail
"

S-30174
Add updated Chicago Estimate "updated file attached- A signature line will appear at the lower right hand corner of the estimate
"

D-08531
MgrSE: Acct# 961332 Customers with no money owed coming up in Balance Dues Statements; eHelp 36531 "The reason it failed was it was calculating BalanceDue on Update Customer screen for orders in Progress instead of only closed orders. Report of affected customers can be found by running attached script. Then manually zero out the balance due.
Note: code was fixed in different story, recommend affected customers install 6.5 and go to update 6.5.32"

D-08494
Customer is unable to edit phone numbers Extension for issue in duplicate phone story, Now Blank desciptions that have phone #s receive Unknown desc and rest are deleted with logging in Database

Sprint 5 Description through 6.5.30.0 (b6.5.30.20)
Workstation functions until Version Check occurs "Fixed: If a User is created (via Configurations -> Program Security), and 2 separate workstations are configured to use that user, and then one of the workstations is upgraded, and then user enters and exits the program (causing SharedSettings WIPGrid entries to be updated), THEN starting the program on the 2nd workstation should not throw an exception, but should display a message indicating that the database is mismatched, allowing the user to upgrade.

"

S-29792
Fix Vehicle Ownership "Fixed: Vehicle ownership cannot be changed to New Customer record
ACs:
1. Go to Utilities -> Vehicle Screen or Customer Screen
2. Retrieve a vehicle.
3. Go to Change Ownership on the bottom. When the Rolodex appears, click on New.
Displays a ""New customer"" dialog (attached to this story)
In the new dialog, OK is disabled until Last Name or Company is filled out.
Clicking OK displays confirmation prompt. Cancel cancels.
A subsequent look up of the Customer shows they are the vehicle owner (vehicle screen)
vehicle will not be assigned to the previous customer


"

S-29607
Ordered Part Line highlighted green when PO is closed/received "Part lines on an order that have been received or the PO for those parts has been closed, paint the background for that line item highlighter green.
ACs:
Partially received lines should not be highlighted.
Fully received lines should be highlighted.
Parts on closed POs should be highlighted only if they are received (According to JD 2/26/14)
unexpected highlighting from multiple POs is acceptable (no exceptions or crashing)
Parts deleted from POs should be treated as not received (lines should not be highlighted)

"

S-24578
Option to view existing open Order for vehicle when attempting to start a new RO As a user who is attempting to start a new Order and who is being presented with a warning that a Order for the vehicle already exists, I would like to be presented with an option to view the existing work order rather than only being presented with the option of starting a new order or navigating back to the WIP. Include a selection in Settings to turn this feature off. (Always starts a new Order)
Sprint 4

S-29612
Profit Margin should be cleared when saving on Parts Item Edit (this is internal story no customer would have seen this) As a Customer saving my Part Item Edit input I expect the Profit Margin value to be cleared out.

S-29611
Unconfirmed Part w/o Account Class Bug Fixed during development: As a Customer when I have an unconfirmed part w/o account class in Shop Supplies and the invoice is posted with payment, there should be no credit balance for the unconfirmed part.

S-29605
Updates handle hidden files and check for system locked files "When Update installs replace files that have hidden attribute or system attribute (and any other ones)
When Update installs check for locked file in the beginning of install and fail before updating db or copying files etc, for both the Host install and WS install

"

S-29640
ROs not opening after upgrading to 6.5 for 1 beta customer (2 ROs) Fixes issue with parts on an order that have more than one PO with a different status
Sprint 3

S-27396
Unconfirmed part on invoice should be displayed in red font If an unconfirmed part is on an invoice, the line item should be red and not included in the invoice total; neither is the case. (Lost functionality from 5.9) (Posted invoices will not be effected.)

S-29336
Patches should be able to overwrite read only files Patches should be able to overwrite read only files

S-27086
Show Gross Profit Margin for Parts As a Customer, The ‘PART ITEM EDIT’ dialog should include a non-editable field showing GROSS PROFIT margin. Gross Margin value calculated as: ((Sale – Cost) / Sale) * 100 )

S-23889
Yellow Grid Background should be applied more like 5.9 When the Customer selects the [yellow] background color from Conf/Spec Maint/Grid line colors that selection should apply to the Order Screen.

S-29376
ACDelco / Nexpart Catalog Direct orders - no PO's "Changes to the catalog architecture to support a future ACDelco\Nexpart change to order direct from the catalog
(Waiting for ACDelco\Nexpart to finish the corresponding Catalog change)"
Sprint 2

S-25894
Payments showing twice if 2nd address contained in Marketing data Fixed: If a customer has an address in the customer screen and another address entered under the Market button then any payment for the customer will show up twice in "Cash Receipts by Payment Types" report

S-29009
Change 'BPS' / 'Performance Center - Info' menu choice to read 'OnLine Help' Change 'BPS' / 'Performance Center - Info' menu choice to read 'OnLine Help'. The link will also be directed to http://managerhelp.buymitchell1.net/

S-27659
Build a DMV Update Process that uses the Patch Capability "First (Host or WS) installing the patch will process the DMV update
Note: uses the same DMV process currently implemented
Each install that occurs will launch DMV dialog but will only process if needed"

S-29141
Replace Mail Merge Query with alternate "Add the new fields to mailmerge export, remove ShopData
Example below:
FirstName,""LastName"",""SpouseName"",""Title"",""DOB"",""EmailAddress"",""Address"",""City"",""State"",""ZipCode"",""Company"",""CustId"",""VehicleId"",""Year"",""Make"",""Model"",""Engine"",""License"",""UnitNo"",""LastInDate"",""InspDate"",""MilesPerDay"",""BalanceDue"",""CreditAmt"",""AverageRO"",""YTDTotal"",""CreditHistory"",""CategoryDescription"",""MembershipNo"",""Remarks"",""LifetimeTotal"",""FirstVisited"",""LastVisited"",""LifetimeVisits"",""PhoneNum1"",""PhoneDesc1"",""PhoneNum2"",""PhoneDesc2"",""PhoneNum3"",""PhoneDesc3"",""PhoneNum4"",""PhoneDesc4"",""PhoneNum5"",""PhoneDesc5"",""PhoneNum6"",""PhoneDesc6"",""PhoneNum7"",""PhoneDesc7"",""PhoneNum8"",""PhoneDesc8"",""PhoneNum9"",""PhoneDesc9"",""PhoneNum10"",""PhoneDesc10"",""OdometerIn"",""OdometerOut"""

S-26206
Copying and Pasting a discount line item into a revision should not be allowed. Causes exception when transferred to order "Fixed: Paste a discount line item from an existing Order into a Revision and transfer to an Order gives exception accessed from WIP
Note: discount note does not appear like it does in 59
Also, fixed copying into Canned Jobs and Promos
Also, will fix customers in 64e from receiving exception after 65 is installed"

S-28951
View PO Button on Order screen "View PO Buttons appear in the order screen (see attachment). When clicked displays POs only for that order
Note: for Estimates it is ok to display the No P.O.s on file for this order Use Pick List to build a Purchase Order. per JD (even though you cannot create a Pick List from an Estimate"

S-29142
Provide Customer Feedback During Patch Installation "After Manager closes and the Patch install process starts there will be Customer feedback indicating the Patch process is proceeding.
Note: UAC prompts still displays for each update that is run"

Changelog Description through 6.5.26.0 (b6.5.26.20)

S-21300
Revisions - Enhance SubEstimate Tabs on screen to display creation date/time. "Enhancement:
As an SE User I would like to be able to see when a SubEstimate was created for any Revision SubEstimate.
This Story is to enhance the SubEstimate Screens displayed under the Revision Tab of a work in progress to show the SubEstimate Creation Date"

S-04505
Deleted Invoice details displays duplicate line in the History "Fixed
1. Open the Application and select an Invoice from WIP
2. Select Edit|Remove Order
3. Click ""Yes"" on the dialog ""Remove this Repair Order from the database ?""
4. Enter a Reason in the History Log dialog and select ""OK""
5. Hit {F4}
6. Double click on the deleted Invoice The deleted appears twice - it should not appear at all."

S-28947
File Menu Expansion As a Manager SE customer, I would like to be able to select from the previous 10 orders I had viewed instead of the 4 which are currently available so that I can be more efficient at looking up the most recent orders serviced.

S-28948
Add column to display mileage\odometer on SE History "As a Service Writer (Manager SE User) I want to know the mileage at each Invoice when looking at a customer's history file so that I can have a better dialogue with that customer.
When viewing a customer's history add a column named ""Odometer"" added between ""Invoice #"" and ""License"" indicating the mileage recorded when those invoices were added.
Note: Odometer will display Odometer Out unless it is 0 then display Odometer In"

S-28949
Add "Unit #" to WIP Screen In W.I.P. view, column is displayed for "Unit #" which is populated by the "Unit #" from the "Vehicle" record. The desired "default" placement is between the current "License" and "Color" columns.

S-23975
Checking Inventory Part from Part Item Edit should never check User entered Price "Checking ‘Inventory Part’ from Part Item Edit the resulting Inventory record should NEVER have ‘User entered Price $’ checked.
Even if the User Entered Sale $ was checked in the Part Item Edit window."

S-25108
Implement script from D-6478 coverage fix for slow history look up "Note: this issue seems to have already been fixed in 64e but will list again.
Slow response when using Find History search function"

S-28972
Recommendations dialog to close on a single click "Recommendations dialog to close on a single click
Currently Editing recommendations on vehicle screen and clicking on either 'X' or 'Ok' or 'Cancel' does not close with a single click. Had to click twice to close the dialog"

S-27078
Update the Product Splash Screen Graphic to Reflect New Packaging Manager product splash screen to be updated to reflect the change to no longer offer two separate versions of Manager SE but rather one single version.

S-27363
Inherit description from Part Item Edit "Open Part Item Entry from a order, enter text in Description field, click on Inventory button, Inventory search screen does not include that description for quick searching - this was lost from 5.9
Notes:
No manufacturer selected (ie <none>) -> Part # and description are passed to “inventory” search
With a manufacturer selected -> Part # is passed. Description is left blank in search screen. Specified manufacturer is selected in inventory search"

S-27355
List Price persistent problem "Fixed
When saving a part to an order, if the list price field is populated and the user hits the 'Save' button, the list price inappropriately remains on the blank Order item entry - parts screen"

S-26170
Print Business Summary Report Update Error Printing Business Summary: no fix it was found to be already fixed in previous release

S-26841
Update CustListSort.RPT for AAA DataSet for FollowUpCustomer was updated in previous story. As a report user, I want to see the new dataset fields: Email, Remarks, Membership number and life total being utilized in CustListSort.RPT, includes the new report

S-28796
Add visual indicator for part already ordered "highlight the line to indicate part ordered
Order tab or revision tab for all RO types
Note: functionality does not need to be in Manager (non Inventory) since plan is in place to move all customer to ManagerPlus
Note: there is a story in the backlog to further enhance this feature with...
Check mark in the first column, etc."

S-28797
Technician worksheet needs vehicle info color "Add element (vehicle color) to DataSet for insertion into the technician worksheet reports
Note: Includes new report ExpandedSheet.rpt"

S-28798
Ref/Inv # lost when using copy-paste "Fixed: Cutting\Copying and pasting part items the ""Ref/Inv #"" on the newly-pasted part is blank
Note: Do not copy the invoice number when copying from History or a different invoice (exception is the revision grid).
Only do the copy when copying on the same order."

S-28833
Deleting Counter Sales should display on Deleted Orders Report and be marked as Deleted in DB "Deleting Counter Sales should display on Deleted Orders Report and be marked as Deleted in DB (currently deleting Counter Sale permanently deletes the database records)
Deleting Counter Sales should display the History Log dialog that allows user to enter a reason for deleting the order
Note: currently deleted Counter Sales completely deleted from DB and do NOT show on Deleted Orders Report"

S-28483
VIN # should map to prior entry if matching VIN # should map to prior entry if matching

S-28586
Modify code to ignore eStore catalog "The eStore catalog button will not be accessible on the Manager interface if previously configured
The eStore catalog will not be selectable for setup in the Manager interface
An existing vendor configured for eStore will no longer work; can be reconfigured to another vendor
Note: we have ability to re-enable estore see below:
NOTE: Simple tool to provide batch file database updater to enable catalog is here:
\\Prelude\ProductCentral\Builds\ShopStreamXt\Release6.5\Catalogs\CatalogEnabler
Catalog enabling is tied to a user account number and catalog name. So, to enable a catalog, one has to enter both into the tool. It generates a few output files to then be run on the client machine(s).
"

S-27354
XCharge Credit Card receipt information on RO/INV "There will be an On/Off option in Manage to enable or suppress the printing of the receipt page by XCharge;
Selection is to be in XCharge configuration area
The returned XCharge authorization data (from current XCharge Receipt) will be passed to the following report templates
Invoice (only through Pay\Post)
Note: the Invoice reports to fully enable this will come in a future story
"

S-25027
Recommendations should open on double click not single click Fixed: As a user I want Recommendations on the Vehicle screen to highlight with a single click and open with a double click. I want this because sometimes I want to delete a recommendation. With the current behavior of opening on a single click I have to click the recommendation, then close the pop up dialog, then select delete.

S-26640
Batch Payments Invoices need to sort by date "Fixed: Batch Payments Invoices need to sort by posted date
Note: the Invoice sort looks fairly random when it should sort by Date oldest to newest"

S-28479
Add check number and ref data on the cash receipts by payment type report "Add the fields to the dataset that is used by the report
Note: DataSet included correct fields (although, ref data is actually AuthData) - Stored Proc was not returning that data.
Change looks to only involve changing display header “Type” to “Pay Type” in the report: JD did provide report and is in the build"

S-28482
Fix coupon utilization report dataset "We need the coupon data dollar amount in the dataset used by the report. coupon amount = total that would display in the totals column
Coupon Utilization report to not include discounts added from the Order Options"

S-28587
Hide Print button on quote screen user simply wants no print button visible on quote screen. This replicates behavior of 5.9 which did not have such a button

Changelog Description for patch 6.5.22.0
Remove the RowColor column from the Order screen remove the RowColor column from the Order screen
Tim McDonnell -
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Re: 6.5.42 ? Update

Postby liljoe » Thu Aug 28, 2014 9:32 am

Um, I think that should cover it :D
Working hard to prove the Green Team can do it with the best of 'em.
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Re: 6.5.42 ? Update

Postby timbre4 » Thu Aug 28, 2014 9:41 am

The original intent was to deliver the update log with the update itself; there are a few challenges to do it that way (seems simple until you have to code it to work properly). We have since launched another initiative to better inform our customers by turning the Home "splash" into an interactive page to "deliver the news" every time you start the program. Once the update is processed, it's gone. Rather than program it to write something locally (that many users will never find or look at) it makes more sense to pursue the active home page as a universal solution.

Your patience while we get this worked out is appreciated.
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Re: 6.5.42 ? Update

Postby timbre4 » Thu Aug 28, 2014 9:44 am

Also - this letter was sent out with the SE 6.5 discs outlining the major changes ahead:

Below is a copy of the 'What's New' document that will accompany the software:

Management System User,
The Mitchell 1 development team has been very busy; updating to this newe release could not be easier. The install will update your software to version 6.5 and continue to keep you software updated using the M1AutoUpdater™, delivering many user-requested enhancements and refinements. Starting with version 6.5, this built-in feature will automatically update your SE management software as you use it!
Enhancements:
• Software Auto-Update module added (as detailed above)
• Added Membership # field (AAA etc.) to Customer screen and NEW/F6 ‘Start New Order’ screen
• A visual indicator was added to highlight parts that have been ordered while using Manager Plus; parts which have been ordered are highlighted blue
• Added date stamp to Revisions; displaying the date the Revision (Sub-Est) was originally created
• Added Odometer field to each invoice displayed within the History screen
• Added Unit # (fleets, etc) column with sort/search tools to the Work In Progress (WIP) screen
• File menu now displays the last 10 orders that were opened instead of the previous 4 orders
• Time stamp added to Purchase Orders worksheets
• Updated the MailMerge query output to include more relevant data including email address, phone numbers, membership number, and historical values
• Added a link to TeamView (tech support remote assistance) from the F1 help page
• Part item Ref/Invoice # data is preserved when copying & pasting parts from within the SAME order
• Sorted Batch Payment window by invoice date
• Company names may now be edited in the Scheduler
• Recommendations – each now opens with a double-click

Fixes:
• Changing technician assignment on WIP screen with right mouse click no longer causes an error
• Removing an invoice Source entry no longer causes an exception error
• Tires are no longer automatically marked as ‘No Commission’ when used in a package
• Adding a part to inventory no longer marks the parts as ‘User Entered List’
• A large number of charged invoices will no longer slow the program when using Update Customer, Batch Payments or modifying customer records
• Vehicle entered with sub model, then changed will not result in the wrong vehicle being passed to ProDemand
Lastly, here is a list of specific improvements made to the reporting process:
• Coupon Utilization Report:
This report did not fully report the total impact of using Discount Coupons. The updated report displays a breakdown of each invoice that includes a Discount added from the Promo feature. The report also now includes gross totals and averages. The report can be found by clicking on Reports, Management, then selecting ‘Coupon Utilization.’
• Balance Due Statements:
Duplicate copies of balance due statements were generated when a customer record included a second address in the marketing window; this no longer occurs. Balance Due No. 9 was also
re-formatted to better fit into a # 9 window-type envelope.
• Customer Follow-up List:
Lists are now enhanced by the additions of Membership # [NEW], Email Address and Remarks to the customer list generated from within Reports - Follow-up section.
• Cash Receipts by Payment Type:
This report was completely reworked to provide better data while also making the report more readable. The report now includes Authorization information and check reference numbers.
• Technician Worksheets:
Added vehicle Color information, also formatted last 8 digits of the VIN # in a bold font, to make the VIN # more readable.
• Business Summary Report:
This report was modified to work properly with very large databases.

All this is just the beginning of a great year ahead for all; thanks for using Mitchell 1!
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Re: 6.5.42 ? Update

Postby Jimmy@DGB » Thu Aug 28, 2014 10:01 am

That should cover it, thanks Tim!
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