Release Notes for version 8.4.14.x

Important Updates: This section of items is intended to feature some of the key updates to the DockMaster Application

For information regarding hotfix patch releases, click here

Module Issue/Addition Correction/Change
Sales Management Ability to import manufacturer boat model data Added a new import Routine to import boat model data: INF DMModelOptionsLoad and two new server programs db.bp.MODELLOADEXCEL.
Service Management Increase Max Labor Hours from 23.99 to 999.99 All forms that allow you to enter Labor Hours will now allow a maximum of 999.99 Hours of time to be entered onto one labor entry.
Service Management Add "Work Order Profit" to the Reports/Listings menu Added a new report to Service Management -> Reports/Listings called Work Order Profit.
Service Management Add "WO Profit By Billing" report to Reports/Listings menu Added a new report to Service Management -> Reports/Listings called WO Profit By Billing.
Service Management Service Schedule - Remove completed appointments after a period of time Appointments will no longer be removed when completed. A new parameter has been added for length of time in the Service Schedule parameters form. A new button on the Service Schedule form has been added to clear all completed. Appointments will only be removed after they are completed (labor finished, closed etc) and the select length of time has expired or they are purposely removed by clicking the remove button in the scheduler.
Service Management Create new modifiable layouts for Service printing Users can use this new tool to create new layouts, or modify existing layouts based on the provided data set. These layouts can then be selected in Service Parameters or Service Printing and used to print work orders and estimates. Three (3) standard layouts will be included in 8.4.14. Customized changes are available for additional cost.

Accounts Payable

Type ID Issue Correction/Change
Bug 6006 Screen does not clear after posting from AP maintenance form Invoice data will clear from the screen after clicking on the 'Invoice Posted' message when posting an invoice from A/P Invoice Maintenance.
Bug 6116 Extra space being added in A0 in CK file between Fin.Inst and * The check printing program was allowing a user to inadvertently key a space after the bank code, which caused the check ID to also have a space between the bank id and the *. The program will no longer allow this.
Bug 6132 Paid Invoice still shows balance when invoice is adjusted If the AP Invoice Maintenance screen is open, the system will now block the check printing process. Also, removed the message displayed after an Invoice Adjustment is made.
Bug 6183 Changing due date on invoice with credit memo applied results in wrong balance in A42 Fixed the amount displayed in the Balance field after a due date was changed after the invoice has been posted, as well as the data stored in attribute 42
Bug 6280 Manual Check entry and AP Check Printing, when both open, causes system to hang. Added a lock so that AP Check Printing and AP Manual Check Entry cannot be open at the same time.
Bug 6328 Invoice Payee address only using name and country This invoice payee address issue occurred when the address in the vendor file is blank except for the country code. This fix will only reformat the address if there is something in line 1, 2 or 3.

Accounts Receivable

Type ID Issue Correction/Change
Bug 6143 Generate statements hangs and does not complete Correct AR statement generation issue caused by a file not being opened properly.
Task 6192 Changed the naming convention for AR statements being saved and exported to PDF Changed the naming convention for AR statements being saved and exported. The new naming convention for the PDF file name is CustID_Month_D3Account_Statement.pdf
Bug 6236 Cash Receipts - Special Order Deposit can be created for a SO created by WO module Blocked the ability to take a deposit in Cash Receipts for a Work Order Special Order. If attempted, a message will display "Cannot Take a Deposit for a Work Order Special Order"
Task 6310 Wording Consistency on menu Changed the menu wording on Accounts Receivable -> Cash Receipts -> Cash Receipts Entry. This now matches the verbage on the form tab.

API

Type ID Issue Correction/Change
Bug 6177 Unable to create a reservation in MarinaOps endppoint Fixed the issue where a the API endpoint to create a reservation was not creating a reservation.
Task 6334 Reservations - Add A96 to RS and set to 1 if online reservation Added Attr 96 to RS (reservations). If a reservation is created thru the API, Attr 96 will be set to 1.
Task 6342 POST api/v2/MarinaOps/Reservations will not create a reservation if Bill Code is in the request Fixed issue where a reservation would not be created if there was a bill code in the API request

File Maintenance

Type ID Issue Correction/Change
Task 4706 Billing Codes, Remove checkbox "slip prompt" Removed the obsolete Slip Prompt parameter in Billing Codes maintenance.
Task 6150 Elavon expiration dates not available to display in CM Added logic to update existing Elavon tokens with proper exp date. Any new tokens added will be created with proper expiration date and will display in the Customer Maintenance file.
Bug 6222 Payment address in VM not used unless payment name is not null The AP Invoice program will use the Payment information from Vendor Maintenance, even when the name field is blank. If the name field is blank on the Payment section, the system will use the vendor name on the vendor file.
Task 6318 Elavon - Customers with invalid exp dates causes crash Fixed issue that customers using Preferred Payments as their credit card processor were experiencing with invalid expiration dates on stored credit cards.

General Ledger

Type ID Issue Correction/Change
Bug 5863 Adding comments to JT causes fields to clear Corrected the issue where adding text into the comments field of a JT would cause the Description and Document to clear from the JT.
Task 5953 Menu item wording inconsistency Changed the form title on General Ledger -> Journal Listing. This now matches the menu name.
Task 6088 Remove 2 menu items from Administrative section Removed menu items Recalculate Closing Balances and Post 'Recovery' Journal Transactions from General Ledger -> Administrative
Bug 6348 Adding comments to JT created for check causes fields to clear Corrected the issue where adding text into the comments field of a JT would cause the Description and Document to clear from the JT. (related to Bug 5863)

Inventory Management

Type ID Issue Correction/Change
Bug 5773 IV transfers allowed in a closed period Changed the Inventory process to allow transfers only if the transfer date is in an open GL period. If a transfer is attempted in a closed period, an error message will be displayed.
Task 6095 Capture "Negative Inventory" report A new report titled Negative Inventory Report is now available at Inventory Management -> Inventory Reports -> Negative Quantities.
Task 6208 Volvo Penta Price File Made changes to the Volvo load code in correlation with the new price book file layout.
Bug 6225 Order Entry - Pick List is using Bill Address instead of Ship Address if "Use Bill Address" selected Pick list for Orders was using the billing address. Now, the system will use the shipping address for the shipping address. If 'Use Billing address' is checked, then use billing address for billing address, otherwise use the shipping address as the billing address.
Bug 6276 Add 'delete' warning message in Inventory Transfers Add a warning message in Inventory Transfers before deletion.
Task 6346 Remove Save icon in Inventory Receiving and replace with the Post icon Changed the Save icon to a Post icon in Inventory -> Purchasing -> Inventory Receiving.

Marina Management

       
Bug 6182 Unable to change dates on Deferred Schedule after posting original invoice This change will allow dates on unposted deferred schedule items from a posted invoice to be edited.
Bug 6218 Launch Calendar - F6 on Record ID in Launch Tickets "removes" Operation Type When a Launch ticket from the Launch calendar was selected using an F6 search, the Operation Type drop-down on the Launch Ticket would be blank and upon pressing Save, an error message would display. This issue has been fixed so that the Operation Type remains in the form.
Task 6273 Reservations - Do not automatically overwrite the boat info when adding a customer id for online reservations When a reservation is created through our API, the customer and boat information is pulled in to the Reservation table in DockMaster. If the customer exists in the DockMaster customer file, the user can select the existing customer, thereby pulling in more information from the database. If the boat on the reservation of the existing customer does not exist in the database, a new customer boat will be created in BM.
Task 6344 Visual Marina - Hide the Clear Map Icon on Slip Configuration Removed the Clear Map icon from user view in Marina Management -> Visual Marina -> Configure Visual Marina. Must be logged in as DockMaster personnel for access.

Non-Specific

Type ID Issue Correction/Change
Task 5894 Remove/Rename MyTaskit parameters from Third Party Params Removed the obsolete form titled My Taskit Pro Parameters
Task 5943 Misspelled word on error message Corrected the spelling on SmartCalc error message in Location Maintenance.
Bug 6145 UpdateClass - Need to continue to write UpdateArray items. The write of the UpdateArray items, commented out, was not occurring, but with this bug fix, the write is now occurring.
Bug 6219 Post Charges (AR,AP,MM) Start Date allows a date in a closed accounting period. Account Receivable, Account Payable, Storage Bills and Reservations will no longer allow invoices to be posted without first verifying that the Starting Accounting Date is in an open accounting period.
Task 6239 Bulk Emailer label "Use Outlook (BETA)" should be changed Removed the BETA label on the Bulk Emailer form.
Task 6247 Change File Options tab in the Print Controller In the Print Controller, changed the File Options tab for a more user-friendly, logical process.
Task 6329 Remove incorrect options from Barcode scanner options in Config Removed incorrect options from Barcode scanner options in Configuration. The only available option currently is STI_USBSCANNER
Task 6357 Misspelled word on Lists grid Corrected the spelling on the Retrieve All Data label.
Task 6358 Dict items have wrong VCode Changed the VCode on POS dict item for Birth.Date, Complete.Date, Due.Date and Posted from 1 to 8. This will format the date correctly when keying in those dates.

Point of Sale

Type ID Issue Correction/Change
Task 6026 Unlink 'Login To the Customer Portal" Updated the link to the Customer Portal located in POS -> Functions -> Register -> About
Bug 6226 Receipts printing with BILL name and the SHIP address if "Use Billing Address" unchecked. If "Use Billing Address" is not checked on a customer record, the receipt in POS will print the name and address from the Shipping Address section of the customer record.
Task 6257 Elavon - Send Invoice Number to Converge The POS ticket number is now displayed on reports in the Converge gateway. If a payment is made in Cash Receipts, the Reference Number from the payment will be stored in Converge.
Task 6270 Populate POS Comments from Custom FuelCloud field Values from 'Additional questions' in the FuelCloud record will now be added to the POS ticket comments.
Bug 6338 FCT table - A014 -Custom FC data is pulling wrong data The api request format to return custom data fields in FuelCloud, called Additional Questions, was causing corrupt data in these fields. This issue has now been corrected.

Sales Management

Type ID Issue Correction/Change
Task 5828 Ability to import manufacturer boat model data Added a new import Routine to import boat model data: INF DMModelOptionsLoad and two new server programs db.bp.MODELLOADEXCEL.
Task 5940 Add attributes 14, 15, 16 to Dict PRF VB.ATTR Attributes 14, 15, 16 to Dict PRF VB.ATTR have been added.
Task 6000 Change label on Boat Inventory Receipt screen Changed label name from Total to Total Miscellaneous on Sales Maintenance -> Purchasing -> Inventory Receipts -> Receiver Detail form.
Bug 6299 Prospect History Time updates when anything is updated in that line Making changes to history items in Prospect file will not change the internal timestamp.
Bug 6320 Contracts/Quotes - User allowed to delete the serial number, then New Serialized BSI, MSI, TSI is created Made a change so that once a serialized unit has been added to a contract, users are not able to delete serial numbers. This fix will force the line to be deleted from the grid.

Service Management

Type ID Issue Correction/Change
Task 3866 Relabel Total Charges to show WO Charges On Work Order header, changed label from Total Charges to WO Charges.
Bug 5324 Tech comments not saved for a open WO in closed accounting period Fixed an issue when the tech comments on a labor entry on a work order were changed, but not being saved. This was occurring if the accounting period for the labor entry was closed. Labor comments will now be saved even if the accounting period is closed.
Bug 5797 Negative labor hours causes total hour calculation to display incorrectly - Can cause bad WOD labor Hours For a labor entry of more than 24 hours or negative hours, the code was not handling the change in the date properly. All Labor Maintenance routines can now handle the changing of dates. This will allow time entries to exceed 24 hours.
Bug 5920 Deleting a time entry through Time Card Review when a different tech is clocked in creates 0 hr time entry Fixed the problem that caused a zero time entry when a technician is clocked into a work order & opcode and someone deletes a time entry for a technician on the same opcode through Time Card Review.
Task 6094 Capture "Work Billed by Period" report A new report is now available in Service Management. It is called Billed Service Work and is located in Reports/Listings. The report is based on a beginning and ending Op code billing date.
Bug 6130 Service Schedule - When using Schedule link from a WO, then edit a diff appt, the data displayed is from the original work order. Fixed display issue that prevented editing other appointments if Service Scheduler was opened using the link icon from within a work order.
Task 6154 Increase Labor hours fields from NN.NN to NNN.NN When entering labor hours with Time in Decimal or Enter Hours Only parameter checked, the integer portion of the prompt can now be up to 3 digits.
Task 6155 Time Clock - Remove split labor entries that cross midnight The mechanism that splits labor entries at midnight because of the date change has been removed. Now, only one labor entry will be created, no matter how many hours or days have been clocked.
Task 6156 Increase Max Labor Hours from 23.99 to 999.99 All forms that allow you to enter Labor Hours will now allow a maximum of 999.99 Hours of time to be entered onto one labor entry.
Bug 6157 Labor Hours Entry -allow invalid characters to be entered in the wrong positions Invalid characters are no longer allowed in Time Card or Labor Maintenance (If Service Management configuration is set to Enter Hours Only and Time in Decimal)
Task 6158 Time Clock - Rounding to nearest minute Time clock entries are no longer rounded to the nearest minute. They will now have the exact Start and Stop time to the second.
Bug 6159 Time Card Review - Changing Price/Cost Factor - not limiting internals type properly This change will prevent these 4 factor types - vacation, holiday, sick and jury duty - from being selected on labor entries that are attached to non-internal work orders.
Bug 6160 Labor Maintenance - Would you like to save changes when no changes made Fixed an issue that occurred when entering through the fields in the labor maintenance form without changing anything that resulted in the program asking to save changes.
Task 6161 Labor Hours / Start Time / End Time - always show these controls If Service Management parameters are set to Enter Hours Only, the Time Card and Labor Maintenance form now show a disabled Start/Stop datetimepicker. If Enter Hours Only is NOT checked (meaning Hours/Minutes) in the Service Management parameters, the Time Card and Labor Maintenance form now show an Hours textbox, but it, too, is disabled.
Bug 6162 Time Card Review - Removing the labor TimeEntryUID attr 104 Corrected bug that was clearing the attribute in 104 in labor entries in Time Card Review.
Bug 6163 Time Card Review - Enter key to move through grid properly The grid in Time Card Review can now be navigated by use of the enter key.
Bug 6164 Time Card Review - Start/Stop DateTime focus and navigation In Time Card Review, previously when focus was set to the Start/Stop DateTime columns of the grid, the entire DateTime object would be selected not allowing you to easily navigate to the hh, mm or ss fields. Now the arrow keys right or left will navigate to the portion of the time you need to maintain.
Task 6165 Hours Minutes / Time in Decimal - Stop Time text box With this change, it is easier to enter negative hours when Service parameters are set to Hours/Minutes (not Enter Hours Only) and Time in Decimal. Negative numbers can be entered into the stop time, as well as any number from -999.99 to 999.99, to span entries over 24 hours
Task 6166 Effective Hours field - Allow entry/display like hours entry/display The Effective hours field now uses the same time calculation routine as the Hours prompt. If Enter Hours Only parameter is not checked, the Eff Hours field will now display in hours/minutes and allow entry of time in hours/minutes, as well as decimal time.
Bug 6168 Time Card Review - Labor Maintenance from the menu can be opened after opening TImeCardReview With this fix, a user will no longer be able to open work order maintenance forms if Time Card Review is open.
Bug 6205 Service Printing - Logos on layout are printing larger than they should after upgrade to 8.4.12.0 Fixed the issue where logos were printing out too large.
Bug 6206 Service Schedule Daily Detail - Error Report - Conversion from string "" to type 'Double' is not valid Corrected issue when switching from work order view to op code view in Daily Detail.
Bug 6232 Suspended time entries - Start and Stop Times defaults to 12/31/1967 Corrected an erroneous date on start and stop time for suspended time entries.
Task 6244 Add "Work Order Profit" to the Reports/Listings menu Added a new report to Service Management -> Reports/Listings called Work Order Profit.
Task 6312 Add "WO Profit By Billing" report to Reports/Listings menu Added a new report to Service Management -> Reports/Listings called WO Profit By Billing.
Task 6319 Create new modifiable layouts for Service printing Users can use this new tool to create new layouts, or modify existing layouts based on the provided data set. These layouts can then be selected in Service Parameters or Service Printing and used to print work orders and estimates. Three (3) standard layouts will be included in 8.4.14. Customized changes are available for additional cost.
Bug 6327 Deleting unbilled parts when using 'Billed As Of Date' is not updating billed date, AT ID, & Duty Entry Number correctly in the WOD Corrected an issue which would occur on work orders if detail charges are not in date order when using the Bill as of Date functionality, and unbilled charges exist in between billed charges and that unbilled charge is subsequently removed, the data will be corrupt and could potentially be billed a second time.
Task 6333 Service Schedule - Remove completed appointments after a period of time. Appointments will no longer be removed when completed. A new parameter has been added for length of time in the Service Schedule parameters form. A new button on the Service Schedule form has been added to clear all completed. Appointments will only be removed after they are completed (labor finished, closed etc) and the select length of time has expired or they are purposely removed by clicking the remove button in the scheduler.

System Administration

Type ID Case Int Issue Correction/Change