JoseM

Release Notes - System Integrator: 4.6

567: Improved product data import
Improved UI that includes import data preview and ability to import D-Tools Manufacturer Pricing Import (DMPI) files.


605: Improved Automatic Update service
New and simplified software update service notifies you of D-Tools software updates and allows you to control when to check for updates.


354: Printing Wire Labels with on a Brother Label Printer
Laminated wire labels can now be printed on a Brother P-touch label printer.


61: Ability for user to define staff types
Users can now modify the default staff type names.


255: Include manufacturer stencils when downloading data
When downloading product data and the manufacturer data you are downloading has associated Visio stencils then you are prompted to download stencils once the data download is complete. This eliminates the need to download and install stencils files via the software updates dialog.


301: Add a save button to each of the five steps in the new project setup
The new project wizard in the Navigator now has a Finish button on each step. This allows you to quickly start a new project without having to go thru all five wizard screens.


258: Sample files do not show up in the Navigator list.
This has been corrected if sample files are installed. Sample files are now available as a separate install to minimize the download times.


425: Word wrap or font change needed on WalkThru_Avery5263 report
When printing the WalkThruAvery5263 report, the location field and manufacturer fields sometimes contained more information than fits. These fields have been expanded.


572: Work order lost data
In some cases work order data was being lost when a project was checked in. This has been corrected.


543: Refresh only single project row on close of project
When a project was closed the Navigator list was refreshed. This was taking some time on with a large number of local projects. Now only the project row that was edited is refreshed.


544: Business Manager checks in unsaved project data
In some cases data was being updated even if the user closes a project without saving changes. This has been corrected.


533: Component IDs in Visio drawing no longer match those in the data matrix
Previously changing the Component ID format caused all components in the drawing to be renumbered. Now, by default existing components are not renumbered. Users have the option to update existing components using the Recalculate button on the Customize Project Component ID Format dialog.


582: Descriptions in PO report is Truncated
The description for products in a "Management\PO by manufacturer" report is limited to two lines of text. This is true for the "Page Wise" PO report under Management as well. These have been modified to show the full description of the items in the PO.


504: Archiving / Restoring a 4.0x project that is already saved on the server
If you archived a project on the server in a 4.0x format you could not restore that project. This has been corrected. You must now open and convert the project to 4.5 before archiving.


520: Middle Atlantic shapes not dropping in Visio when assigned to an item being used as an Accessory
Some Middle Atlantic shapes were not being automatically dropped when used as accessories. This has been corrected.


416: Phase rates and tax rates Zeroed out in a project
Some project information was lost if a network connection lost during a check-in operation. Now if the network connection is lost during a check-in all project information on the server is rolled back to its previous state and changes are preserved locally.


613: Category Change Issue
If you change a product's category and it is attached to another product as a accessory it did not change and still showed the original category which causes error when adding the parent product into a project. This has been corrected.


599: Project hours in PDM don’t match reports
In some cases labor items in a package with "Ignore Labor" checked and "Use the labor cost and selling price based on phase" checked did not calculate Design and Mgt hrs in reports and include the costs in the report totals. This has been corrected.


602: Phases losing their values in Projects
Some project information was lost if a network connection lost during a save operation. Now if the network connection is lost during a save all project information is rolled back to its previous state.


603: LANSync hangs while synchronizing
LANSync appeared to hang when you activate another window and then came back to LANSync during an update. This was a screen refresh problem and has been corrected.


653: Crystal Lists Item Multiple Times When Grouped By Category
The Line Item List Price and Line Item Installed Price reports were showing duplicate items when the project included a parent product with accessories and parent product had accessories summarized and the report was grouped by category. This has been corrected.

529: Discontinued Problem when Dropping Shape
When adding an item to a project there is now a column in the item list that displays a red "X" icon to indicate that an item is discontinued.


617: Insert system Issue
When using Insert System to import Project Information the client name was changed. This caused an issue when archiving the project. This has been corrected.


604: Sum of payments does not match contract price
In some cases the sum of the payments was off by one cent from the contract price. This has been corrected.


646: Change Order reports incorrect on SI v3 to v4.53 conversion
When converting a project file from v3.x file to v4.5 the change order file was not being converted causing incorrect comparison. Now when v3.x file is opened for change order comparision it is converted to v4.5.


647: Change Order won't open after converting to 4.5
Older version change orders can be opened read only.

JoseM

648: Phases changing in project when project is moved between two machines
Phase names are now stored with a project.

638: Renaming Project Name can cause multiple DTL files in Project Folder
This is corrected. Now DTL name is part of Business Manager project metadata. If you rename project name and check in and check out the DTL remains the same (along with Visio and AutoCAD Sheet Set name). Also if a project folder on server has more than one DTL - only DTL associated with project is copied to local folder.

524: Opening Visio drawing and syncing with text causes items to disappear from drawing
This was happening in some cases when a page name was changed. This has been corrected.

510: Business Manager users can no longer make a copy of a project using Save As
Users can now copy a local project using the new Copy Project button on the Navigator Project Lookup (Local) page.

305: Running Contract no longer prompts you with the Project Information window, Contract tab
When you run a Contract, you are no longer prompted to enter dates in the Project Information window, Contract tab. This has been corrected. Now when running contract report in Text, Visio and AutoCAD the contract window is display.

384: Component IDs Issue
By default Component IDs don't change now for existing products in a project when you modify the Component ID format. Now if you change the Component ID format it applies to new equipment only. If Component ID is made up of Manufacturer or Type or other such parameter and you change Manufacturer or Type the Component ID will NOT change. If you want to modify the Component ID for existing products you must click on Utilities | Component ID format and click "Recalculate" button.

352: Rough-In Wire in Packages reverting to 1 ft wire length
This happened only when adding a new package to a project and adding new products to the package (as part of Add New Package form) and save to Master after clicking OK. This has been corrected.

370: Contract Report not filtering by Phase
Contract report now filters on all options - Phases, Locations, Zones, Pages, Category in both Word and Crystal reports.

581: Archive fails and says "Path not found"
This has been corrected.

513: Authentication dialog can get lost behind other windows and does not appear in Taskbar
This has been corrected.

514: Users can make changes to a project opened read-only in text
If you opened a project read-only you could make changes to it but not save them, Now you are prevented from making changes to a project if it is opened read-only.

517: WalkThru_Avery5263 report has the Category field labels as Discipline
This has been corrected.

518: Accessory Shapes not dropping properly in Visio when auto dropping
If you assigned a specific Stencil and Shape to an item, and that item is an Accessory to another item, and you have the Hidden checkbox unchecked for the item so it will automatically drop on the Visio page when you drag the Parent item, the Shape that you have designated to drop does not drop. The default Shape for that page type dropped instead. This has been corrected.

507: Not prompted to "Check In" project the first time it is opened
When Business Manager users opened a previous version project file the file was converted but the user was not prompted to check in the file when saved. This has been corrected.

509: Query is Too Complex when running Change order reports
Some users received a “Query is too complex” error when running change order reports. This has been corrected.

625: Error 3265 in Navigator After Sorting Columns
This error occurred after changing the sort or the Database or Packages grid in the Navigator. This has been corrected.

628: Packages updating MasterTable, even when No is selected
In some cases the MasterTable was being updated even when the user selected no when prompted to "Update MasterTable for Package?". This has been corrected.

643: Case Settings do not apply to Accessories of items or to existing projects
This has been corrected.

600: Wire Termination Report doesn't show assigned rooms
This has been corrected.

619: Upgrade 2.x and 3.x projects do not prompt for project folder
This has been corrected.

593: Display Connected Points
If when working in a Visio Schematic you select the "Display connected points only" option in the Wiring Options dialog and then later uncheck that option then wires are moved to incorrect inputs/outputs from the bottom up. It ignores and/or forgets where it was connected. This has been corrected.

505: When creating a new project and selecting a client using the New->Client List dialog the Project Folder field is not updated
This has been corrected.

381: Timeout Expired errors
Some users were experiencing time outs over slow network connections. The timeout period has been increased to avoid this problem.

330: OFE showing on Pick List and Packing List
Owner Furnished Equipment was showing up on these reports. This has been corrected.

499: When adding or editing an item the model field is cleared every time you click on it
When adding or editing an item, if you type something in the model field, click away from it to another field, and then click back to the model field, the information in the model field disappears. This has been corrected.

673: Projects with OrderTools PO do not check into Business Manager database
This has been corrected.

676: A period in the first position of the Product Description for Items converts to "@_@_@"
This has been corrected.

226: Reports always use dollars regardless of the currency symbol selected on the International Settings page
OrderTools PO was using the dollar sign regardless of currency symbol specified on the International Settings page. This has been corrected.