ReleaseNotes.pdf

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Release Notes – Infor VISUAL CRM 6.5.00160 April 2011

NOTE: After the February 2011 release, future maintenance releases will include defect repairs only. About These Release Notes: The table below includes all changes, along with Infor’s internal tracking number for the change, the Incident number (if applicable), a description of the change, and the date of the build in which the change first appeared. Task # Incident # Defect# Description Build

Date 4322722 302127 An issue with filtering History by Sales

Rep displaying all records has been resolved.

4/2011

4361109 305003 Invoicing will now process without error on the last day of the month.

4/2011

4477468 307196 Users can now see all associated task records with contact information when columns are added from the contact table to the task grid.

4/2011

4370739 4483018

307481 A work around has been made to address the issue of emails sent by an external application getting stuck in the Outlook outbox. This issue is caused by Microsoft changing the way Outlook handles the MAPI spooler.

4/2011

2

Task # Incident # Defect# Description Build Date

4481781 309230 The opportunity current stage ID now reflects the sales plan that is currently active, bringing opportunities in line with what is displayed in the pipeline charts. The upgrade utility will modify the opportunity current stage ID as follows: • If a sales plan has been entered but,

an activity has not been started, the current stage ID will be Null.

• If a sales plan activity has been started, the current stage ID will be changed to the started sales plan ID.

• If a sales plan activity has been started and completed, the current stage ID will remain the current sales plan ID until a new activity has been started.

• If the opportunity status has been set to ‘Closed’ or ‘Lost’, the current stage ID will be set to Null.

4/2011

4483428 310759 The system no longer displays a business object error in date fields when accessing Crystal Reports from the Report menu.

4/2011

2058393 245704 ENHANCEMENT

You can specify a Rate Per value, Markup Percentage, and Fixed Charge for each expense ID in General Codes Maintenance. When you select the expense ID on the Expense tab in Service Orders, the system inserts the values associated with the expense ID on the tab. The system inserts the value you specify for Rate Per is inserted in the Unit Price column, the value you specify for Markup Percentage in the Markup % column, and the value you specify for Fixed Charge in the Markup $ column.

2/2011

3


2086196 244806 ENHANCEMENT

The system administrator can allow or deny access to reports within each module. You can set up user permissions on the Report tab in User Maintenance.

2/2011

4


283373 ENHANCEMENT CRM is certified with Office 2010

2/2011

283588 ENHANCEMENT CRM is certified with Windows 7 64-bit.

2/2011

3352989 246703 If a user creates a new customer order from a selected account and there is an existing customer order with the same id as the account, the customer order entry window will populate the existing order and not the intended customer id for a new transaction.

2/2011

2484509 246236 The non-functional ‘Change Password’ push button from the Permissions window has been removed.

2/2011

3769886 3717300

275036 Opening the Inbox subsequent to opening an Opportunity detail window no longer produces an error.

2/2011

3821049 275107 CRM no longer closes subsequent to locking the PC with a Call detail window open.

2/2011

3948978 281135 The Drawing ID now transfers over to Fixed Quote to Order.

2/2011

3952436 282029 Quote lines with blank commission percentages now covert to an order.

2/2011

3970427 281965 Contracts have been added to the relationship list for selection in App Builder.

2/2011

3970928 282871 An issue where the selected contact id was disappearing on selecting a contract whose contact was not associated with the account of the contract has been resolved.

2/2011

3983731 282781 The email history window now properly populates the selection window for associated relationship IDs to an event.

2/2011

4016071 286231 The parent/child relationship between Calls and their history child windows have been resolved

2/2011

4072738 287126 Customizing columns in the Quote line grid no longer produce an error.

2/2011

5


3953900 289166 The Contact drill down no longer randomly disappears in the CRM calendar window.

2/2011

4108990 289709 Creating a multiple day event appointment with the ‘All day event’ checkbox selected no longer produces an incorrect display in the calendar.

2/2011

4132576 290912 An incorrect error no longer appears if processing could not find a valid invoice report.

2/2011

413357 291412 A Null value error no longer occurs when inserting a quote line with no Part ID into an existing quote.

2/2011

4147569 291733 An issue where the add user icon was enabled on initial startup of CRM has been resolved. Selecting it would produce an error.

2/2011

4145927 292083 An issue with creating a customer from an account has been resolved. The CUSTOMER.OPEN_DATE field is the current date and not equal to the V_ACCOUNT.OPEN_DATE.

2/2011

4004148 284305 In quote lines, an end of file error when canceling an MPC configuration has been resolved.

2/2011

2326000 248698 ENHANCEMENT Users can now insert quote lines between existing lines.

7/2010

3780229 271332 The Estimates grid now properly displays records for Accounts without Customer IDs.

7/2010

3781608 272667 An issue where invoking the Contacts grid was resulting in error has been resolved.

7/2010

3733273 272691 On selecting a Part ID on a Quote Line, the associated customer part ID now populates its grid column.

7/2010

3800380 272701 A contact’s other phone now syncs to the Outlook contact.

7/2010

3808185 273050 The Part ID field in the Service Order header now accepts 30 characters.

7/2010

6


3805807 273053 Users can now create a default Order Line view.

7/2010

3805685 273054 Advanced sort now offers all available grid columns.

7/2010

3813186 273359 An issue where saving email to history was randomly producing more than one record has been resolved.

7/2010

2799715 273483 An issue where all calls were displaying upon selecting My Open Calls has been resolved.

7/2010

3819187 273752 V_ACCOUNT.ACCT_TO_CUST date time stamp now properly populates when converting an account to customer.

7/2010

3829968 274493 The Actions menu command data field now accepts up to 254 characters.

7/2010

3874823 274651 An error now properly appears when converting a quote with an obsolete part on one of its lines to an order.

7/2010

3836142 277635 Adding an activity to an existing Opportunity sales plan now properly saves.

7/2010

2653137 245708 The Sysadm user can now view user's history records marked as private.

4/2010

2656916 245435 CRM Installation now correctly registers ctdate.ocx

4/2010

2550148 245247 Non-Outlook email no longer produces random "Client Operation has Failed" errors on opening an email item.

4/2010

2662976 246646 An error no longer occurs when attaching more than one contact to a Quote.

4/2010

2661089 246892 An issue where selecting the “Exit” menu did not close the Part View panel has been fixed.

4/2010

2663713 247430 An error no longer occurs when deleting a contact from a quote.

4/2010

2664510 248137 Performance has been improved when invoking the part look up list within the Quote detail window.

4/2010

7


244498 An error 92 issue no longer occurs in the Contact Wizard window upon selecting the contact for existing account radio button when there is no pre-defined account.

4/2010

2326551 SM-00000-08779

ENHANCEMENT App builder is now unlocked for all users, but users can only select relationships to those areas for which they are licensed.

2/2010

2403909 SM-00000-09559

ENHANCEMENT

A new Site ID field has been added to the Appointment window. Use this field to designate the account site associated with the appointment.

2/2010

2430367 SM-00000-09852

ENHANCEMENT

A new Site ID field has been added to the Calls window. Use this field to designate the account site associated with the call.

2/2010

1973324 19181297

SM-00000-05367 SM-00000-05461

Users can now select all available fields from the V_ACCOUNT table within the Customized Columns window.

2/2010

2247656 SM-00000-08392

Processing will now properly display an error dialog box if an error occurs when converting a quote to an order/estimate.

2/2010

242232 SM-00000-09726

Users can now change a Call’s status from “Closed” to allow for further processing.

2/2010

2622512 ERPVP-00001-12820

The sort order of a Quote Line tables’ user defined field list has been repaired.

2/2010

2626143 ERPVP-00001-12834

During login, CRM will now search for the associated login user’s Salesrep ID and maintain its value for security purposes.

2/2010

2626796 ERPVP-00001-12844

Processing now properly updates the Customer honorific fields with changes made to its associated CRM Account primary contact.

2/2010

2626811 ERPVP-00001-12845

If a primary contact is deleted from CRM, processing will now remove the primary contact from its associated VISUAL

2/2010

8


Customer.

2632160 ERPVP-00001-12896

CRM no longer produces a runtime error upon opening an Appointment in the case of regional Language setting, English (UK).

2/2010

2626769 ERPVP-00001-12840

All CRM features are now properly listed in the Installation.

2/2010

2631793 ERPVP-00001-12904

After saving changes in the Quote grid, the cursor now returns to the first record in the grid.

2/2010

2635235 ERPVP-00001-12923

An error that occurred when running reports has been repaired.

2/2010

2637228 ERPVP-00001-12924

Grid combo boxes now properly drop down and populate for the selection.

2/2010

2638290 ERPVP-00001-12932

A ctdate.ocx 339 error no longer occurs when invoking the calendar control in CRM.

2/2010

2636447 ERPVP-00001-12938

An error that occurred when creating a new view based on a sort order created from the grid has been resolved.

2/2010

2636425 ERPVP-00001-12941

A Call’s Resolution no longer randomly saves twice for delinquent accounts.

2/2010

2640882 ERPVP-00001-12956

An issue where the tool-tip randomly displayed “!Locked” when mousing-over the Lookup drop down has been resolved.

2/2010

ERPVP-00001-12967

A runtime error 91 no longer occurs when entering Account Types within the General Codes Maintenance window.

2/2010

2550931 SM-00000-11150

On task reminders, the default button is now “Snooze” instead of “Dismiss.”

2/2010

2645846 ERPVP-00001-12996

An error no longer occurs within the Part Lookup when users maximize the part lookup window and then select a new field from the Customize Columns window.

2/2010

2645252 ERPVP-00001-12998

The Navbar tab’s ‘Mail’ checkbox now displays its correct permission value.

2/2010

9


2528377 SM-00000-10860

Terms window field-level security will now comply with the node Field permission settings from which it is invoked.

2/2010

618385 618384 2096955

ERPVP-00001-04852

ENHANCEMENT Users can now create and invoice contract billing events. For more information, please refer to Chapter 27: Contracts and Chapter 30: Invoice in the Infor ERP VISUAL CRM User’s Guide.

12/2009

2519288 SM-00000-10758

ENHANCEMENT

Users can now invoice billable calls. For more information, please refer to Chapter 23: Calls, Chapter 25: Calls & Issues in a Unified Interface, and Chapter 30: Invoice in the Infor ERP VISUAL CRM User’s Guide.

12/2009

1988134 2477655

ERPVP-00001-05518 SM-00000-10332

ENHANCEMENT

Users can now customize columns in the Part look up window. In the Part look up window, right-click and select Columns/Customize Columns….

Select the fields you would like to use from the Available fields list, and use the Move buttons to customize the column order.

12/2009

SOA ENHANCEMENT For compliance with SOA changes, the field “V_ACCOUNT.IS_LEAD” has been

12/2009

10


added to the CRM schema along with an editable field in the Account window and grid. This field will further determine the classification of its opportunity record. For more information, please refer to Chapter 6: Accounts and Chapter 15: Opportunities in the Infor ERP VISUAL CRM User’s Guide.

2368669 ERPVP-00001-11615

V_CONTACT.SALUTATION has been added to the schema. Changes to primary contact’s salutation from the Account or Customer window will now update to the associated CRM contact record.

12/2009

2507631 ERPVP-00001-12228

In Email Save History, an issue where the user wasn’t properly notified if an email recipient was not a CRM contact prior to creating history records has been resolved

12/2009

2503672 ERPVP-00001-12289

For Oracle users only, an issue where import users were listing objects other than VM Users has been resolved.

12/2009

2525784 ERPVP-00001-12333

My Orders and My Shipments no longer display all records.

12/2009

2529875 ERPVP-00001-12343

Upon savings a sales plan, users are now prompted to create a task when “Prompt” is selected in the Opportunity tab of the Sales Options window.

12/2009

2532719 ERPVP-00001-12360

An issue where selecting the ‘x’ button from the email grid was not closing the grid and displaying the CRM Today window has been resolved.

12/2009

2535853 ERPVP-00001-12377

An issue where the CRM calendar window was not properly refreshing after deleting an appointment has been resolved.

12/2009

2442079 ERPVP-00001-12273

For SQL Server users only, an error issue on successively deleting customer in VISUAL has been resolved.

12/2009

2528376 ERPVP-00001-12337

CRM Estimates and Estimate line records now display for those accounts not linked to a VISUAL customer.

12/2009

2347630 ERPVP-00001-11627

An issue where CRM Service orders were sometimes opening with an error has been resolved.

12/2009

2410562 ERPVP-00001-

When creating a quick task from a history record, users can now select how the

12/2009

11


11791 quick task relates to another record. Options are: No Relation, Default (current record), or the history/task relationship ID or type.

2532687 ERPVP-00001-12359

In the Tab tab of the Permissions window, an issue where changing tab settings to a User type was not properly saving to associated users if the “Update all associated users to these settings” was checked has been resolved.

12/2009

2420688 ERPVP-00001-11905

An issue where Boolean fields were not available on re-initializing grid layouts has been resolved.

12/2009

2046316 1926032 2174111

ERPVP-00001-10257

The Sales Rep window is now repainting itself after exiting a lookup window.

12/2009

2284470 ERPVP-00001-11264

In the Order Line grid, users can now filter on User Defined fields.

12/2009

2555299 ERPVP-00001-12471

An issue where attaching an existing Estimate to a Quote would not properly display for that Quote has been resolved.

12/2009

2554980 ERPVP-00001-12476

For the Microsoft Office 2003/MPC 4 option only, an issue where MPC was not properly working for this installation option has been resolved.

12/2009

2257859 ERPVP-00001-12486

Filtering issues within the Estimates grid have been resolved.

12/2009

2586727 ERPVP-00001-12614

Quick tasks now always auto-populate the Account and Contact fields.

12/2009

2586567 ERPVP-00001-12627

For Microsoft Office 2003 clients, the 365 error has been resolved.

12/2009

2593516 ERPVP-00001-12650

For Sqlbase 9.0.1 users only, after converting a quote to an order, the order’s specifications now display properly.

12/2009

2595591 ERPVP-00001-12654

An issue where My Tasks were at times showing all records has been resolved.

12/2009

2590007 ERPVP-00001-12664

Creating a history record from a task no longer produces an error.

12/2009

2607885 ERPVP- The focus now properly returns to the 12/2009

12


00001-12732

Account window when exiting a child grid.

2608458 ERPVP-00001-12733

The Carrier ID drop-down list now displays in the same sort order as VISUAL.

12/2009

SM-00000-10454

In some cases, certain user permissions prevent the direct launching of VISUAL via CRM Back Office. Users can now instruct CRM to open Back Office modules indirectly through the open process of the VISUAL .vmx files. To instruct CRM to open Back Office modules indirectly, select the new Launch VM using .vmx file check box on the Settings tab in the Options window.

After users select the Launch VM using .vmx file option, users then specify the directory where the .vmx files will be stored in the VMFG .VMX directory field. Users should specify a unique or local file directory for the VMX files to prevent issues when more than one user is accessing Back Office modules. Users should ensure that the .vmx file type is associated with VM.exe. Use Microsoft Windows File Types tab in Folder Options to set the association.

9/2009

2360215 SM-00000-09107

Users have the option of using the Microsoft Outlook Email form and grid in Mail. To enable this option, select the Use

9/2009

13


Outlook Form and Grid check box on the Mail tab in Options.

CRM retains control over the email provided that users use the Toolbar buttons to perform actions (send, reply, reply all, and forward) on an email. When CRM has control of the email, the CRM Contacts button appears on the toolbar.

When you select the CRM Contacts button, the standard CRM Contacts dialog box appears with the following additions: Multi ID column – This read-only column notifies you that more than one contact has the same email address. You can choose the contact you would like to use for the history record by clicking the ellipse button and selecting the correct contact. Apply – Click this button to apply any changes to the contacts grid to the current Outlook email window. After you click apply, the Email options window is hidden from view. Any changes you make to the recipients in Outlook will also update in the Email Options window. Cancel – Click this button to hide the Email Options window from view. Any changes you made in the Email Options

14


window will not be applied to the current email.

2461313 SM-00000-10169

A new Calendar Tab in the Options dialog box allows users to define the appearance of the calendar.

Users can define the following: Time Start and Time End – Use these fields to specify the range of hours you would like to display in the Calendar window. For example, if you enter specify 6:00 AM in the Time Start field and 7:00 PM in the Time End field, the system displays all hours between 6:00 AM and 7:00 PM. The system uses these settings if the Calendar is too large to display in the window and no appointments are scheduled for the day. Use the drop-down buttons to specify the times. Prime Time Start and Prime Time End – Use these fields to specify normal business hours. Use the drop-down buttons to specify the times. Time Scale – Use this field to specify the time increments you would like to display in the calendar. Your choices are 5, 10, 15, 30, and 60 minutes. Appointments Time Scale – Use this field to specify the time increments you

9/2009

15


would like to use for the start time and end time of appointments in the Time Scale field. Your choices are 5, 10, 15, 30, and 60 minutes. For example, if you choose 5 minutes, an appointment could start at 10:10 and end at 10:45. If you choose 10 minutes, an appointment could start at 10:10 and end at 10:40.

2493943 SM-00000-10528

Users can now select an application created in the App Builder in the Relates To field in History Detail, Task Detail, and Email Contact options. Users can drill down from these windows to the App Builder.

9/2009

995059 ERPVP-00001-09058

If a task is completed within the Task grid and saved, processing will create a corresponding history record.

9/2009

2045395 ERPVP-00001-10336

A navigational error no longer occurs when the user selects a new view via View Manager window multiple times.

9/2009

2438791 ERPVP-00001-11926

An issue where new task creation was not creating a history record as been fixed.

9/2009

2322586 ERPVP-00001-12014

In the Mail tab of the Options window, as issue where the profile was not displaying the correct email options for selection has been fixed.

9/2009

2449112 ERPVP-00001-12019

The online books now properly open when using Adobe Reader version 9.

9/2009

2473092 ERPVP-00001-12061

Users with read-only access can no longer modify user defined fields within the Contact detail window.

9/2009

2468133 ERPVP-00001-12064

In the history grid, an issue where contact email column was not displaying the correct email address of the associated contact has been fixed.

9/2009

2474061 ERPVP-00001-12065

Duplicate records no longer display within the App builder module.

9/2009

2477651 ERPVP-00001-12078

An error with customizing columns within the Quote grid has been resolved.

9/2009

2477901 ERPVP-00001-

An issue with the Estimates child grid where displaying duplicate lines for a

9/2009

16


12088 selected Quote has been fixed. 2493207 ERPVP-

00001-12142

In Quote detail, the Sales tax group id is no longer populated in the Sales Tax Group ID data fields for tax-exempt customers.

9/2009

2493845 ERPVP-00001-12143

In Accounts detail, if the tax exempt checkbox has been selected then the Sales Tax Group ID data field is cleared and grayed out.

9/2009

2490192 ERPVP-00001-12150

In the Binary Utility, the system now processes all tables correctly when selecting the All check box.

9/2009

2494288 ERPVP-00001-12157

An issue where users were unable to attach Estimates to Quotes is fixed.

9/2009

2492755 ERPVP-00001-12160

Users can email multiple contacts from the App builder grid.

9/2009

2474701 ERPVP-00001-12170

Sql Server 2005 performance has been improved when invoking specific CRM modules.

9/2009

2461861 ERPVP-00001-12176

In the Estimate Line grid, users with read-only access to the Estimates object can drop down to detailed information from the Qty Detail column.

9/2009

2500277 ERPVP-00001-12184

When saving history in the Email grid Saving History, the ‘from’ contact is no longer missing information.

9/2009

2497360 ERPVP-00001-12210

When processing Quote to Order, an issue where a null ship to address number was saving to the Customer Order as 0 rather than a null value has been fixed.

9/2009

2519098 ERPVP-00001-12276

In Contacts, the Position field allows values outside its general list.

9/2009

2524566 ERPVP-00001-12309

History records now properly save with a date/time stamp.

9/2009

2499252 SM-00000-10561

The save process now properly notifies users the reason a material line item has not issued.

9/2009

ERPVP-00001-08948

In the Defaults window, Help Desk tab, the Assign to lookup by User vs. Employee has been fixed.

6/2009

2109303 ERPVP- An error that occurred when copying more 6/2009

17


00001-10555

than one contact has been fixed.

2300023 ERPVP-00001-11407

The Won/Lost reason type drop-down displays both the Code and Description columns.

6/2009

2326275 ERPVP-00001-11423

The error 91 that occurred when creating a new contact for an existing account from the Calls window has been fixed.

6/2009

2335760 ERPVP-00001-11476

In the Account window, Accounting tab, users can no longer edit fields without proper permissions.

6/2009

2345273 ERPVP-00001-11545

In the Application Builder window, the contact field no longer retains the value of the previous record when creating a new record.

6/2009

2359238 2345602 2383898

ERPVP-00001-11565 ERPVP-00001-11637 ERPVP-00001-11676

A run-time error no longer occurs when saving changes made to columns in the Contacts, Tasks, Calls and App builder grids.

6/2009

2310981 ERPVP-00001-11620

If a user changes the VM contact phone number, the associated Account business phone will update to the changes depending on the Defaults window – Contact tab Update account business phone, fax and web with changes made to its primary contact setting.

6/2009

2370132 ERPVP-00001-11621

In the Contact window, the drill into “Reports to” has been fixed.

6/2009

2370249 ERPVP-00001-11622

In the Drill bar, an issue where the far left icon was randomly out of sequence has been fixed.

6/2009

2373602 ERPVP-00001-11635

In Task and History, an issue that occurred when the “Relates to” field is related to a competitor has been fixed.

6/2009

2385879 ERPVP-00001-11677

In Service Order, users will no longer be able to select a Part ID that is flagged as “Obsolete”.

6/2009

2391754 ERPVP-00001-

In the Orders child grid, orders are now properly filtering on the selected parent

6/2009

18


11702 record. ERPVP-

00001-10552

Users can now override the grid record selection limitation by setting the Maximum Selected Rows within the Tools/Options window.

6/2009

931375 2196213

ERPVP-00001-08707 ERPVP-00001-10863

All report comments have been updated to display greater than 254 characters.

6/2009

1824655 ERPVP-00001-09391

A random 327 error that occurred when a user sent an email from the History grid has been fixed.

6/2009

2455446 ERPVP-00001-10290

Invoice processing now defaults the Bill-to address to the Sold-to address if it is null as standard VISUAL Invoice processing would do.

6/2009

2228945 2279724

ERPVP-00001-11012 ERPVP-00001-11442

When updating an existing contact with a different account, the contact’s business and fax phone numbers will be replaced if Update account phone/fax is flagged in Defaults window, Contact tab.

6/2009

2280947 ERPVP-00001-11281

Users can now send emails from the history child window of an opportunity when no history records exist yet.

6/2009

2343771 ERPVP-00001-11530

The quote line no longer resets the unit price given the Defaults window-Quote tab Re-evaluate unit prices was set to “Never”.

6/2009

2354258 ERPVP-00001-11566

The history child grid now shows email history records for its parent contact that is unlinked to an account

6/2009

2370083 ERPVP-00001-

The Accounts/VAT tab no longer randomly disappears when the user’s tab

6/2009

19


11663 permissions changed. 2379283 ERPVP-

00001-11682

In the Contact Detail report, the contact name information now appears even if any of the three fields, Honorific, First Name or Last name, are null.

6/2009

2323756 ERPVP-00001-11684

Email history now saves if the email address has a space before or after it.

6/2009

2393493 ERPVP-00001-11711

In the Application builder, users with read-only access can no longer modify the account ID.

6/2009

2304529 2310672

SM-00000-08607 SM-00000-08629

“Part” has been added to the custom report menu selection. Users can now create and print custom reports for parts.

6/2009

2370226 SM-00000-09203

In the Task window, users can now drill down to a Contact.

6/2009

2373679 SM-00000-09261

Users can now create a quick task from a history item.

6/2009

2208482 ERPVP-00001-10915

An L100 issue no longer occurs when a user invokes more than one instance of a VISUAL application from CRM.

6/2009

ERPVP-00001-06318

In the Call Issue window, if a user updates only the comments field within the Resolution tab, the save process will now properly update the Call Issue’s last modified date

6/2009

817598 ERPVP-00001-06946

Users can now set a default value of a Quote’s status once it has been converted to a Customer Order.

6/2009

968803 ERPVP- The mouse display of the bottom three 6/2009

20


00001-08898

links within a grid has been changed from an I-beam icon to the standard pointing finger icon.

1993210 ERPVP-00001-10005

In the Email window, if the user presses the Enter key within the contact field, the system properly fills in the information as it would if the Tab key was pressed.

6/2009

1993185 ERPVP-00001-10006

Sending an email with greater than one contact will now properly create history records.

6/2009

2279826 ERPVP-00001-11244

Users are now able to enter or select a null value within a constrained to list user defined field.

6/2009

2346505 ERPVP-00001-11527

Account name and address fields with values greater than the size of the datafield now display the value from the first character.

6/2009

2399557 ERPVP-00001-11729

The History grid now properly displays all records if fields from the CONTACT table were selected.

6/2009

2401626 ERPVP-00001-11751

In the Contact window, an issue where subsequent to selecting an address the values would not properly populate within their associated data fields has been fixed

6/2009

2405639 ERPVP-00001-11754

An issue with adding an address record from an Account has been fixed.

6/2009

2404901 ERPVP-00001-11756

An error upon user saving changes to a user type with the ‘Update all associated users to these settings” checked and there are no users assigned to that user type has been fixed

6/2009

2412761 ERPVP-00001-11790

An issue with drilling into VMFG grids has been fixed.

6/2009

2392739 SM-00000-09348

Quote header comments and specifications are now copied over to the VMFG Estimate upon converting a quote to an estimate.

6/2009

2413529 SM-00000-09646

Added Account: Salesrep ID column to the Quote, Customer Order, Customer Order Line, Estimate, Estimate Line, Shipment and Shipment Line grids.

6/2009

2279724 ERPVP-00001-

The Account lookup description has been modified to display both the Account ID

6/2009

21


11442 and the Account’s business phone number.

2350906 ERPVP-00001-11537

When updating the complete date in a task related to an opportunity stage ID, processing will now update the associated opportunity stage ID and create a subsequent task if flagged to do so.

6/2009

2406573 ERPVP-00001-11758

In the Orders grid, users can drill on the Order ID vs having to double-click on the grid row.

6/2009

2415092 ERPVP-00001-1181

A second blank history record is no longer created when saving e-mail history.

6/2009

2418081 ERPVP-00001-11816

A 3265 error no longer displays upon changing calendar views.

6/2009

2416232 ERPVP-00001-11848

An invoice processing issue no longer occurs if the Sales Tax Group ID and Sales Tax ID combined are greater than 25 characters.

6/2009

2426914 ERPVP-00001-11864

In the Receivable grid, the grid no longer shows all records upon creating an advanced view filtering on Account Territory.

6/2009

2061768 ERPVP-00001-11865

In the Receivable line grid, the grid no longer shows all records upon creating an advanced view filtering on Account Territory.

6/2009

2425656 ERPVP-00001-11881

In the Orders grid, the grid no longer shows all records after adding or removing a column within Customized Columns.

6/2009

2427656 ERPVP-00001-11888

In the Contract Item detail window, User tab, user-defined fields now display properly.

6/2009

2430686 ERPVP-00001-11894

In the Service Order detail, Materials tab, if the Service Order has not been invoiced then the following grid columns will be editable at all times.

Unit Price Discount Percent Sales Tax Group Id (if not VAT

enabled) Bill Revenue GL Account ID VAT Code (if VAT enabled)

6/2009

22


963428 ERPVP-00001-08884

The reminder time within the Task grid will now display the short date and time (AMPM or military) in accordance to the local regional format

6/2009

2356764 ERPVP-00001-11555

The Start and End time columns within the Appointments window now behave in accordance with the local regional time format (AMPM or military).

6/2009

2420709 ERPVP-00001-11899

In the Parts detail window, the GP% now calculates properly in the event of multiple shipment transactions.

6/2009

1956715 2436447

ERPVP-00001-10037

In the case of upgrading a database platform from SQL Base, the binary information may contain null characters throughout. A new utility, Fix Binary Utility, is available in the Utilities Nav bar menu and accessible to ‘sysadm’ only. The utility defaults to correcting all areas, but users can isolate areas to address. Processing in this utility removes all of the null characters from the binary information and saves the new information to the database. Detailed process information is provided within a log file specified prior and subsequent to processing.

6/2009

23


n/a n/a The InstallShield Wizard requires you to

select the application files based on the installed version of Microsoft Office and the installed version of MPC. If you currently have CRM version 6.5.00089 or lower, then a full uninstall is required prior to proceeding. (Save custom documents, reports and grid layouts existing on the install directory prior to uninstalling CRM). If you currently have CRM version 6.5.00090 or greater, the InstallShield prompts you to select application files.

3/2009

24


ERPVP-

00001-05942

CRM no longer randomly shuts down when user locks and unlocks computer or returns from another application.

3/2009

1885689 ERPVP-00001-09747

Pipe line tools now work properly. Both the goal value and the achieved value are displayed.

3/2009

1932145 ERPVP-00001-09789

Sales plan stage now properly updates in the Opportunities grid and the Opportunity as the tasks are completed in the Sales Plan.

3/2009

2032439 ERPVP-00001-10178

View Mgr now creates views with Sort Order.

3/2009

2094296 ERPVP-00001-10483

Adobe 8 now properly opens documents with spaces in their file path.

3/2009

2138093 ERPVP-00001-10680

Service orders based on contracts now populate the revenue account ID’s with the default value based on the associated contract.

3/2009

2151191 ERPVP-00001-10681

An error no longer displays when adding contact fields to the History grid.

3/2009

2151800 ERPVP-00001-10686

An error no longer displays when invoking the Quote Lines, Order Lines or Estimate Lines grid from Backoffice/Parts.

3/2009

2151189 ERPVP-00001-10693

A mail merge issue for Office XP users has been resolved.

3/2009

2183629 ERPVP-00001-10808

Tasks drilled from Account grid now properly display.

3/2009

2184568 ERPVP- An error no longer displays when adding 3/2009

25


00001-10812

tasks related to accounts in Accounts grid.

866883 2153315

ERPVP-00001-02492 ERPVP-00001-10720

The Customer Order Line grid now displays the correct Promise dates and Desired ship date when both the Customer Order and Customer Order Line fields of the same name are chosen for grid display.

3/2009

1932145 ERPVP-00001-09764

In the Opportunity window, the Sales plan now displays the correct stage when multiple stages are updated in a single transaction.

3/2009

1939772 ERPVP-00001-09806

Three new options in the Sales Options window allow you to automatically create a Task for a new Opportunity for

Task owner Task Salesrep Both

3/2009

2042520 ERPVP-00001-10252

Service Order Operation and Material specifications now properly save to its associated Work Order Operation or Material card, respectively.

3/2009

2045449 ERPVP-00001-10451

In the Permissions window, the check mark on the Nav Bar item Tasks now properly indicates the user permissions.

3/2009

2090873 ERPVP-00001-10499

Users can change a Service Orders operation resource subsequent to saving the record.

3/2009

2190543 ERPVP-00001-10845

In the Account window, an issue with saving the default sales rep if that field is the only data field modified has been resolved.

3/2009

2155647 ERPVP-00001-10851

In the Application Builder, an insufficient authority message no longer appears in error.

3/2009

2193831 ERPVP-00001-10854

In the Quotes grid, all records now display properly when columns in the Quotes grid refer to Contact information.

3/2009

2193677 ERPVP-00001-10855

In the Application Builder grid, an issue with multi-record display has been resolved.

3/2009

2197272 ERPVP-00001-10870

CRM no longer requires the existence of a linked Customer upon converting a Quote to an Estimate.

3/2009

2199699 ERPVP- In Quote detail, when you select a Service 3/2009

26


00001-10881

Charge ID the line now populates with its associated commodity and product codes.

2198184 ERPVP-00001-10882

In the Application Builder grid, an issue where users could not able view records not linked to an account has been resolved.

3/2009

2211809 ERPVP-00001-10945

In Quote line, the "New Configurator" selection from the right mouse click menu is disabled if the user does not have MPC installed.

3/2009

2215104 ERPVP-00001-10958

Quote history records now filter properly. 3/2009

2215298 ERPVP-00001-10961

A new contact record is no longer created when users delete a contact from CRM.

3/2009

2217181 ERPVP-00001-10972

An issue with Vmfgsls.dll no longer occurs upon converting a quote to an Estimate containing MPC line items.

3/2009

2218487 ERPVP-00001-10979

An issue with the resource lookup browse window no longer occurs when changing an existing resource id.

3/2009

2211329 ERPVP-00001-10938

An issue with information applied to Sold to and Ship to data fields has been resolved.

3/2009

2224954 ERPVP-00001-11000

The Reports to field in the Account detail window is now properly filtered to the associated account ID.

3/2009

2228937 ERPVP-00001-11011

Account information now properly populates upon entering a new contact.

3/2009

ERPVP-00001-08463

A random calculation issue of grid quantities within the History and Inventory grids has been resolved.

3/2009

2212209 ERPVP-00001-10959

In Utilities/Service Order Utility, if the user selects a processing that will take all service orders with a status of "Cancelled" or "Invoiced," the user can run a fix option.

3/2009

27


For each Service Order Material line, processing will find all associated inventory transactions and re-evaluate the actual quantity based on inventory issues and issue returns. If there is a discrepancy processing will then:

Update the Material line’s actual qty

Recalculate the Material line’s actual amount

Update the service order header information for the changes made

Record change details to log file for auditing purposes.

2242090 ERPVP-00001-11074

An error no longer occurs when changing the primary contact for a quote.

3/2009

2236293 ERPVP-00001-11079

The Estimates grid now properly displays all related estimates.

3/2009

2246362 ERPVP-00001-11090

In the Sales Options window, Opportunity tab, an issue with radio button behavior issue has been resolved..

3/2009

2242887 ERPVP-00001-11096

In the Parts detail window, the GP% is now calculated correctly.

3/2009

2247207 ERPVP-00001-11102

Comments now properly print on invoices. 3/2009

2246445 ERPVP-00001-11108

Opportunities with sales plans now properly generate tasks.

3/2009

2224726 ERPVP-00001-11134

An error no longer occurs, when right clicking on a task and selecting Replace View with current task grid view.

3/2009

2272213 SM- Enhancement 3/2009

28


00000-08292

Copy from an existing user type to create a new one. In the User Type window, a new “Copy From” field allows you to copy an existing user type to create a new one. After you copy from an existing user type, edit the new user type as necessary to make it unique. The Copy From data field is disabled if no user types exist in the system.

After you edit an existing user type, you can use the new Update all associated users to these settings check box to apply the changes you made to the users of that user type. This check box appears on each tab, so you can decide which of the changes you made should be applied. For example, if you make changes in the Nav bar tab and the Object tab, and you select the Update... check box in the Nav bar tab only, then the system updates the individual users Nav bar settings only. The system will not make any changes to the individual users Object tab. Note: If the user has custom settings unique to the user type, these settings will

29


be lost.

2254051 ERPVP-

00001-11136

The Call detail report can now be run for multiple records selected from the grid.

3/2009

2251785 ERPVP-00001-11156

A user security issue involving App Builder applications has been resolved.

3/2009

2265349 ERPVP-00001-11177

"New Record" no longer grays out in an app builder application when the object security for adding account is unchecked.

3/2009

2277485 ERPVP-00001-11231

An error no longer occurs upon opening a new Service Order.

3/2009

2275809 ERPVP-00001-11235

An internal error no longer occurs upon selecting the search button within the account manager lookup window.

3/2009

2279730 ERPVP-00001-11242

The Fixed payment terms window now properly refreshes upon selecting a new ID.

3/2009

2279969 ERPVP-00001-11249

VAT information now properly saves within the Address window.

3/2009

2279599 ERPVP-00001-11239

The Address window now properly displays the country description instead of the country ID.

3/2009

2279672 ERPVP-00001-11240

In Contacts, the label "Location" is now "Name".

3/2009

2274061 SM-00000-08306

The country drop down now restricts to the country list.

3/2009

2275794 ERPVP- In the Account window, the Bill to Address 3/2009

30


2275800 00001-11233 ERPVP-00001-11236

is unique, and you cannot drill down into the address table. This eliminates inconsistencies.

2279762 ERPVP-00001-11241

In the new Contact Wizard window, the user can now navigate back to a previous record for modifications.

3/2009

2279737 ERPVP-00001-11243

The new Contact Wizard now populates with the information of the associated account upon selecting the New contact for an Existing Account option.

3/2009

2280708 ERPVP-00001-11247

The initialization of the Pipeline Charts window now defaults to only quarter to date.

3/2009

2235187 ERPVP-00001-11289

For Oracle 10 platforms, the system no longer hangs when importing a VMFG user.

3/2009

2275798 2275799

SM-00000-08339 SM-00000-08375

In the Account window, the address lookup option for Bill to Addresses has been removed. The Bill to Address is unique to an Account as standard in Visual and is unrelated to the ship to addresses defined in the Addresses window.

3/2009

2291587 SM-00001-08461

A new Intrastat tab along with its associated datafields has been added in the Accounts and Addresses window as standard in VISUAL.

3/2009

2208937 SM-00000-07724

You can now provide grid labels for User_1 through User_10 fields.

3/2009

2223904 2296883

ERPVP-00001-11014 ERPVP-

Upon exiting, CRM no longer randomly shows an error or hangs.

3/2009

31


00001-11315

2278533 ERPVP-00001-11250

Two issues that occurred when converting a quote to an order if the user’s machine is set to foreign regional settings have been resolved. Link information between the CRM quote and the VISUAL order now saves properly when the order is created. If an amount is a decimal value and regional settings for decimal are set to comma, the system no longer truncates the amount (for example, the system used to change 126,92 to 126,00).

3/2009

2331456 ERPVP-00001-11447

A processing error no longer occurs when selecting a Customer Type within the Accounting window, Order Management tab.

3/2009

2332777 ERPVP-00001-11450

An issue with invoice processing with VAT enabled databases has been resolved.

3/2009

2354501 ERPVP-00001-11551

Upon a user issuing material externally and then closing a service order, CRM will now search the system for existing external transactions prior to prompting the user with the message "Un-Issued Material Items Exist..Un-issued material on this Service Order, Do you want to mark all remaining material to be issued?". This avoids the potential of double-issuing materials if the user mistakenly selects the Yes button in the error message. The Act Qty column, which had a dual role of quantities to issue and quantities that have been issued, has been separated to two columns. Qty to Iss – Editable quantity of material user wishes to issue from inventory. If the Issue? check box is selected no inventory transactions exist for that line, the Qty to Iss column will default to the value in Est Qty column. Otherwise it defaults to zero. Act Qty - A read-only column reflecting the quantity that has been issued from

3/2009

32


inventory and will be billed to the customer. Please Note: Upon initializing the new grid a message box will appear. Exit the Service Order node, then re-enter. The new column should appear.

If you do NOT see the Qty to Iss column, delete the ServiceMaterial.grd file from the default Layout directory in order to properly reset the grid.

2272260 ERPVP-

00001-11267

If an estimate is created from an unlinked account, the associated account information now displays on the grid.

3/2009

2233228 SM-00000-07940

Grid columns have been added to the following grids. Orders

Specifications – CUST_ORDER_BINARY.BITS

Notations – NOTATIONS.NOTE Order Line Item

3/2009

33


Specifications – CUST_LINE_BINARY.BITS

Estimates Specifications –

QUOTE_BINARY.BITS Notations – NOTATION.NOTE

Estimate Line Item Specifications –

QUOTE_LINE_BINARY.BITS Qty Detail

o Qty – QUOTE_PRICE.QTY o Unit_Price –

QUOTE_PRICE.UNIT_PRI CE o Ext_Price -Qty * Unit_Price *

(1 – (QUOTE_PRICE.TRADE_ DISC_PERCENT/100))

SM-

00000-06964

Field Level Security A new tab Fields in the Permissions window is populated with the top Level grid Nodes and database columns for each grid node. The columns are:

Tab – Field Name - Populated

3/2009

34


with the parent nodes of the nav bar and then database fields for each node.

Full – Grid column and detail window data field has standard security as applied by other security level selections such as Object and Tab level.

Read Only – Grid column and detail window data field is visible but will have read-only security.

None – Grid column is not visible to the user. The associated data field is also not be visible to the user and replaced with the label ‘Restricted’. Note: If the user has ‘Add’ access within the Object tab then certain fields required to create a new record will become visible and editable to the user for proper processing.

35


108504 A new SOA Code column has been added

to the Sales Plan Definition, Stages tab grid. You can use this column to map your CRM stages to the codes used by Infor Evolve components such as Infor MyDay. If you are not integrated with Infor Evolve components, you do not need to enter information into this column. For each stage you use in CRM, click the SOA Code drop-down button to assign the SOA code you would like to use.

In the Opportunity detail window, you can classify an opportunity as an Opportunity or Lead. This information is used by Infor MyDay in metrics and reports.

3/2009

36


New Install Path for Infor VISUAL CRM:

Due to VISTA compliance and potential protection issues for files installed in the Program Files directory, all VISUAL products have changed the default directory from C:\Program Files\Infor Global Solutions\ to C:\Infor\VISUAL Enterprise\... The CRM installation process will require the user to uninstall the previous installation of CRM prior to proceeding. With the new installation the user may then choose the default or another install directory (with awareness of potential issues). The new installation process will then place a key into the registry ‘IsNewInstall’ to ensure this process will happen only once regardless of the new installation location choice.

9/2008

1919960

ERPVP-00001-07657 ERPVP-00001-09705

CRM Invoice Generation now creates a Receivable Line for each Sales Tax ID, populated with the tax amount and charged to its associated GL Account ID.

9/2008

ERPVP-00001-

Changes to the CRM Maintain General Codes will now populate their associated

9/2008

37


09099 drop-downs upon closing and reopening the form window.

1811149 ERPVP-00001-09325

If a user is viewing the grid of an App Builder application and uses the Advanced Filtering, the Column drop-down will now populate with the correct fields of its associated App Builder grid selections.

9/2008

1862414 ERPVP-00001-09574

A "more than 255 characters" error no longer appears when adding multiple attachments in the History Entry window.

9/2008

1870987 ERPVP-00001-09620

Parent/child relationships will now show the correct contacts for the associated account.

9/2008

1964032 2043312


Notes and Tasks now show the related IDs of the records in which they are generated. Users can also drill back into nodes in which the quick task or quick history was made.

9/2008

1950398 ERPVP-00001-09820

The Contact utility no longer produces the runtime error "17000."

9/2008

1972203 ERPVP-00001-09929

Parent/Child relationships will now show the correct history record of its associated Task.

9/2008

1980037 ERPVP-00001-09937

An issue where service order detail was randomly not printing for non-sysadm users has been resolved.

9/2008

1979391 ERPVP-00001-09945

An issue with Part VAT and Customer VAT overrides has been resolved.

9/2008

1998102 ERPVP-00001-10038

Parent/Child relationships will now show the correct Service Order detail of its associated Service Order header.

9/2008

2009014 ERPVP-00001-10073

A runtime error "440" no longer appears upon selecting an Account ID within the Contact Wizard.

9/2008

1964044 ERPVP-00001-10075

The upgrade utility has been modified to seamlessly upgrade from 3.2.x to 6.5.x.

9/2008

2018189 ERPVP- Quick Tasks now saves a value in percent 9/2008

38


00001-10158

complete for successful grid filtering.

2044875 ERPVP-00001-10248

An issue with line default behavior upon a user changing a VAT Part ID to a non-VAT Part ID has been resolved.

9/2008

2042519 ERPVP-00001-10254

A "type mismatch 13" error no longer appears upon entering a new address.

9/2008

1886593 ERPVP-00001-09665

Back office imports now properly import Account/Contact phone and fax numbers to CRM.

9/2008

2013341 ERPVP-00001-10107

Issue returns within VISUAL inventory entry will now properly update the information of its associated CRM Service order. Required executables versions or higher: VMInvent.exe 6.3.8.178, 6.4.1.183, 6.5.1.140, 6.5.2.093, 6.5.3.037

9/2008

1983730 ERPVP-00001-09956

The file numbering matrix of History file attachments with a non-unique file name has been repaired.

9/2008

2051687 ERPVP-00001-10275

Parent/Child relationship will now show the correct contacts of its associated account in the event of filtering the parent account grid.

9/2008

2036763 ERPVP-00001-10208

A "error -2147217900" message no longer appears upon the creation of Mail Merge documents for Custom Applications.

9/2008

2024219 2059786 2060257


View filtering now properly displays all associated records of that view.

9/2008

2048748 ERPVP-00001-10267

View filtering now properly displays all associated Estimate Lines if setting filter to view only on Acct: Territory.

9/2008

2026427 ERPVP-00001-10147

An issue with grid drop-down constraints of User Defined column in the Quote Line and Service Order line windows has been resolved.

9/2008

39


2059895 ERPVP-00001-10311

If the current version of VISUAL is 6.5.3 or higher, CRM will not allow the creation of a user nor the modification of the password of a current user. You must create the user via VISUAL and then import that user to CRM. Password modification in the VISUAL application will automatically apply to CRM without further processing.

9/2008

2055033 ERPVP-00001-10302

The Shipto ID lookup in the Shipping tab of the Account window will now filter to display only those ship to IDs of the associated Account.

9/2008

2068329 ERPVP-00001-10363

An error message no longer appears upon creating a new Task.

9/2008

2055093 ERPVP-00001-10287

The Service Order grid will now reference the VISUAL invoice ID.

9/2008

2086118 ERPVP-00001-10444

The system no longer hangs upon modifying and saving the sales rep ID from a filtered account grid.

9/2008

2086316 2086317

ERPVP-00001-10447 ERPVP-00001-10459

The ‘Assign new Accounts, Opportunities and Quotes to logged in Sales Rep’ of the Tools/Sales Option/general tab to now saves and processes properly.

9/2008

2089141 ERPVP-00001-10464

An installation error "\\Software\\Miorosoft\\Office\\12.0" with Windows Server 2003 platforms has been resolved.

9/2008

2000566 1964044

ERPVP-00001-10044 ERPVP-00001-10075

To prevent possible errors upon upgrading from version 3.2.xxx or a 6.5 version less than 6.5.00033 to the most recent version of CRM, the CRM Upgrade process has been modified with the following changes: CRMUpgrade.exe will set an action flag to run a new executable to update My Security defaults for each user. When the SYSADM user accesses CRM after the upgrade, a message will appear:

7/2008

40


Select Yes to run CRMSecurityUpdate.exe to set ‘My’ Security defaults for each user. Select No to close CRM without taking any action. Select Cancel to take no action and allow only the SYSADM user to enter CRM. If you select Yes, the CRM My Security Defaults window appears.

Click Go to set the My Security defaults for each user. After the executable successfully runs it will prompt the user to log into CRM. Please note: After running CRM from this upgrade process, CRM will require a Nav Bar update to add the new ‘My’ menu items for each parent node.

41


Outlook 2003/ 2007

CRM now works with Outlook 2003 and 2007. The installation process will install the correct executable and accompanying dlls depending on the Outlook version installed on the user’s computer. CDO for Outlook 2007 must be downloaded separately from Microsoft. To download CDO for Outlook 2007: 1. Visit the following hyperlink and

download ExchangeCDO.msi: http://www.microsoft.com/downloads/details.aspx?familyid=2714320D-C997-4DE1-986F-24F081725D36&displaylang=en

2. Double-click the .msi file to run the installer. Click Next > to begin the installation.

3. Click I agree and Next >. 4. Click Finish. CDO is now installed for

Microsoft Office 2007. If you still receive an error when starting Add2Outlook, reboot your machine, open Add or Remove Programs in the Control Panel, and verify that the CDO component is listed.

7/2008

870626 ERPVP-00001-08432

In the Calendar, processing no longer produces errors upon opening or editing an existing appointment.

5/2008

1012549 ERPVP-00001-09174

The Contact Wizard no longer produces an error upon selecting the Location lookup.

5/2008

1016117 ERPVP-00001-09175

The Grid view now filters by the default view as defined in the View Manager.

5/2008

1011196 ERPVP-00001-09201

Processing no longer produces an error if record set exceeds the record limit.

5/2008

1023199 ERPVP-00001-09211

Saving a quick history note no longer results in error.

5/2008

42


1030598 ERPVP-00001-09244

The Contact Wizard no longer produces an error upon selecting the Account lookup.

5/2008

1030463 ERPVP-00001-09246

An error on longer appears when attempting to access Contact detail.

5/2008

1041012 ERPVP-00001-09276

Users are now able to delete ‘User History’ and/or ‘System History’ records according to their Object permissions for User and System history respectively.

5/2008

928622 ERPVP-00001-08690

An account's contact child grid now populates properly after the user adds a new contact.

5/2008

880898 ERPVP-00001-08415

In Contacts, setting a new contact to a primary contact no longer produces an error.

5/2008

974804 ERPVP-00001-08922

In the Calendar, Appointments flagged as ‘Private’ are now only viewable by the associated user.

5/2008

994886 ERPVP-00001-09059

A new Allow calls for delinquent accounts check box has been added to the Defaults window/ Help Desk tab. If the Allow calls for delinquent accounts check box is not selected, processing does not allow a Call to be saved if the associated account is delinquent as standard. If the check box is selected, processing does allow a Call to be saved with the call’s status = Hold if the associated account Is delinquent. By default, the check box is unchecked.

5/2008

1826873 ERPVP-00001-09396

A date value error upon upgrading to version 6.5.00057 has been fixed.

5/2008

43


1012576 ERPVP-00001-09156

Saving a new default view within View Manager now populates the grid with the associated filtering upon exiting the View Manager.

5/2008

1047957 1826044

ERPVP-00001-09304 ERPVP-00001-09390

After users change the grid layout, the new layout saves and restores properly. Security filtering is not affected.

5/2008

1823254 ERPVP-00001-09389

Users with Acrobat reader version 8 can now view the Online books pdf. However, there is an issue with externally opening a document via version 8 whose file path contains spaces. An error ‘There was an error opening this document. This file cannot be found” will appear. This can be remedied by Tools/Options Setting tab and selecting a default Online Books file Directory with a non-spaced file path. CRM then copies the CRMVersion65.pdf online book file to this new directory for reference.

5/2008

1043773 ERPVP-00001-09285

In Tasks, the Account drill down drills to proper account after the grid filter is changed.

5/2008

1030971 ERPVP-00001-09250

Fields updated via the Account grid now updates properly to the database.

5/2008

1823856 ERPVP-00001-09407

In Invoicing, a runtime error 13 upon invoicing a service order with a VAT enabled database has been fixed.

5/2008

44


882740 ERPVP-00001-08826

Upon converting a Quote to an order or estimate, MPC configuration detail now properly saves. A user can view the configuration by selecting Edit Config from the Customer Order Entry window.

5/2008

1056953 ERPVP-00001-09320

Contacts not associated with an Account now appears on the Contact grid.

5/2008

1056934 ERPVP-00001-09321

Appbuilder applications whose records are not associated with an account now appears in the Appbuilder grid.

5/2008

1819627 ERPVP-00001-09365

Tasks whose records are not associated with an account now appears in the Task grid .

5/2008

1833075 ERPVP-00001-09440

Deleting multiple contacts from the Contacts grid no longer produces an error.

5/2008

866675 ERPVP-00001-06700

In the Orders grid, the grid displays values from CUSTOMER_ORDER.WAREHOUSE_ID if populated.

5/2008

840305 ERPVP-00001-07522

In the Quote grid, the right-click menu option "Detach Order(s)" is no longer grayed out.

5/2008

866676 ERPVP-00001-06776

In the Service Order detail/Labor tab, a clock out time of midnight and noon no longer adds 5 minutes to the time value upon creating a labor transaction.

5/2008

1000689 ERPVP-00001-09299

Upon converting a quote to an estimate, the user-defined fields now save to their proper location.

5/2008

1839291 ERPVP-00001-09488

Invoice processing now creates a separate line for VAT tax as it would as standard for Sales Tax.

5/2008

45


840301 ERPVP-00001-07967

In the Estimates grid, estimate records not linked to a Customer now display in the grid.

5/2008

1864269 1866817

ERPVP-00001-09594 ERPVP-00001-09595

Any changes made in the Account grid update properly to the database.

5/2008

46


840313 1856313

ERPVP-00001-06830 ERPVP-00001-09600

A new utility to deleted duplicate contacts on both the CRM and VM side has been added to the Utilities Nav Bar menu. Note: Before running the utility, Infor strongly advises users to create a copy of their databases. The User ID must be SYSADM. To run the utility, select it from the Utilities Nav Bar menu. A System Warning message appears.

To continue, click Yes. The system prompts the user to choose which contacts to delete.

If the user selects Remove Duplicate CRM Contacts, the system searches for duplicate contacts by account. The system attempts to find contacts where the following fields match: Account ID, First Name, Middle Initial, Last Name, Addr 1, Business phone, city and state. If the system finds matches, it copies all contact ID links from the duplicate contact to the original contact (lowest contact id) and then deletes the duplicate contact from the V_CONTACT table.

5/2008

47


If the user selects Remove Duplicate VM Contacts, the system searches for duplicates using the process described above. If the system finds matches, the system ensures that the contact number link for the associated CRM contact is that of the original contact number prior to deleting the contact. A log file, ContactUtlitly.log, located in the CRM default directory houses a record of all activity.

48


1856309 1818632 1813984


In the Defaults/Contact tab, a new Update account business phone, fax and web with changes made to its primary contact check box has been added. If the check box is selected, then processing updates associated Account business phone, fax phone and web user IDs with changes made to its primary contact. If the check box is not selected, then processing does NOT update associated Account business phone, fax phone and web user IDs with changes made to its primary contact.

The check box is selected by default.

5/2008

1830115 ERPVP-00001-09448

Selection and saving of a bill-to address now carries over to the linked Infor ERP VISUAL Manufacturing Customer.

5/2008

914850 ERPVP-00001-08634

An issue with creating a mail merge document based on a SQL statement over 254 characters has been fixed.

5/2008

840320 ERPVP-00001-07554

Changes made in the TYPE field in the history window now save properly.

5/2008

840311 ERPVP-00001-07037

The Competitors/Profile tab now allows a user to select another competitor as a parent account.

5/2008

49


840300 ERPVP-00001-07247

Running a mail merge documents no longer produces an error.

5/2008

966127 ERPVP-00001-08938

In Account /Contact send document, the Attach print documents wizard is now available and properly functioning.

5/2008

1857324 1865354

ERPVP-00001-09547 ERPVP-00001-09602

After updates are made in the Tools/Maintain General Codes window, the associated drop-down lists in the detail forms now properly populate.

5/2008

1020326 ERPVP-00001-09209

User-defined labels whose text value contain a comma now display properly in the Accounts/ Backoffice tab.

5/2008

1027159 ERPVP-00001-09247

In the Quotes window, the system no longer prompts users to save changes when they are navigating from record to record without making changes.

5/2008

1817376 ERPVP-00001-09358

The Call Detail report now properly displays all text on the call detail.

5/2008

1893738 ERPVP-00001-09686

In the Order Line grid, the Part window now opens when drilling down from the Part ID.

5/2008

1930221 ERPVP-00001-09730

In the Service Order/Material tab, issuing a part assigned to a product code now defaults to the product code general ledger account.

5/2008

1046887 ERPVP-00001-09313

User defined drop down lists that are not constrained now allow entry by the user.

5/2008

1886643 ERPVP-00001-08829 ERPVP-00001-09666

An index has been added to the online help.

5/2008

50


1980037 ERPVP-00001-099374

The service order detail report now prints detail for users other than SYSADM.

5/2008

1991426 ERPVP-00001-09998

The application no longer produces an error and does not hang upon entering an Account ID in the Contact Wizard window.

5/2008

876819 108443 The save process now examines each grid row for unprocessed transactions and processes accordingly.

12/2007

618388 104511 Changes made to the fax or phone number fields now properly update to the associated records within the CUSTOMER and CUSTOMER_CONTACT tables.

12/2007

981973 108994 The updating process now completes without error.

12/2007

979485 108940 Users with proper security access can open an Account website without receiving an "Insufficient Authority" message.

12/2007

866672 107417 Processing does not produce a runtime error upon printing an email prior to saving it.

12/2007

866668 107507 "Assigned to" now works properly within the Calls window.

12/2007

807776 107901 Report processing no longer produces an error upon printing custom reports.

12/2007

969088 108896 Report processing no longer produces an error upon printing detail reports.

12/2007

970053 108904 The Ship to address lookups within the quote window now properly displays according to the user's security settings.

12/2007

982181 108975 An error no longer occurs when adding a new sales plan to an Opportunity.

12/2007

978695 108950 Processing no longer freezes upon selecting "My Parts" in certain cases.

12/2007

840326 866674

106749 106680

Advanced filter sql statements display on the first blank line within View Manager.

12/2007

51


866677 106786 The Labor Ticket Entry window will now insert a CRM Service Order labor ticket line with the creation of a labor ticket whose work order is linked to a CRM Service Order. Users must have the following versions of these programs for this change to take effect: • VMINVENT.EXE 6.5.2.073 or

VMINVENT.EXE 6.5.1.135 • VMLABENT.EXE 6.5.2.044 or

VMLABENT.EXE 6.5.1.066 • VMMFGWIN.EXE 6.5.2.118 or

VMMFGWIN.EXE 6.5.1.160

12/2007

661461 105483 If a service order is linked to a contract assigned to a labor group then the Operation resource lookup will display associated resources and billing rates linked to the associated labor group.

12/2007

840297 106719 Processing now saves all material lines for non-traceable parts. Then, if there are any traceable part lien items, a "Yes/No" message box appears instructing the user to issue the parts via VISUAL Manufacturing's Inventory Entry window for the displayed linked work order number and then refresh the window. The Inventory Entry window updates a linked CRM Service Order with ANY inventory transaction made. Users must have the following versions of these programs for this change to take effect: • VMINVENT.EXE 6.5.2.073 or




12/2007

52


867869 106032 In VISUAL Manufacturing's Manufacturing window, processing now directly inserts/updates the existing linked CRM Service Orders. The following inserts/updates occur: • In the Work Order header card, the

Service Order header is updated. • In the Operation Card, the Linked

Service Order line is updated. Inserting a new Operation card prompts you to select a billing rate when you save the work order.

• In the Requirement Card, the Linked Service Order line is updated. If you insert a new requirement card, the system inserts a new line, populating the Unit Price column according to standard functionality.

Users must have the following versions of these programs for this change to take effect: • VMINVENT.EXE 6.5.2.073 or




12/2007

840309 106928 If a user deletes a customer in VISUAL Manufacturing, the customer account in CRM is unlinked and inactivated.

12/2007

840302 107818 If a user deletes a customer contact in VISUAL Manufacturing, the customer contact in CRM is unlinked and inactivated.

12/2007

1005937 981419 1021110 982989

109121 108968 109208 109236

Processing no longer produces multiple duplicate lines within Customer Order, Customer Order Line, Shipment, and Shipment Line areas.

12/2007

974024 108944 The install process no longer includes "MapX."

12/2007

1010444 109141 Issues no longer display as hexadecimal in the grid.

12/2007

53


840317 817597

106189 106992

Pipeline charts now display properly regardless of regional settings.

12/2007

1012109 109179 The custom view selection at the top of the grid is no longer grayed out.

12/2007

987811 109016 The "Assigned to" function within the Task window now works properly.

12/2007

1012132 109154 A synchronization issue within the Calls window has been resolved.

12/2007

1017990 109187 An error no longer occurs when using the Upgrade utility with SqlServer 2005

12/2007

840313 106830 A fix utility named "Contact Utility" has been added to the Utilities Navigation bar. The utility allows you to remove duplicate CRM Contacts and/or duplicate VISUAL Manufacturing contacts. CAUTION: We strongly urge you to back up your database prior to running this utility. To use the utility, select it from the Navigation bar. The following dialog box appears:

Select the Remove Duplicate CRM Contacts check box to remove duplicate contacts from CRM. Select the Remove Duplicate VM Contacts check box to remove duplicate contacts from VISUAL Manufacturing. Click Begin. The utility removes the duplicate contacts.

12/2007

103625 Email with the ‘Save History’ button turned on will save the history record.

10/2007

104075 Associated history records for each task will properly display in the child grid.

10/2007

54


105166 Upon changing the default sales rep for an Account a Yes/No message box “Would you like to assign selected default sales rep to associated contacts?” will appear. If the user selects ‘Yes’, processing will update the default sales rep ID for all associated contacts with the selected Account value. If the user selects ‘No’, only the Account will be modified.

10/2007

106577 New calls and Service Orders with the lookup type of ‘Contract’ will now use primary contact assigned to the selected Contract.

10/2007

107103 Billable hours within the Call Center now calculate as it should.

10/2007

107305 User defined fields entered to a VMFG Customer will update the user defined fields of the linked CRM Account.

10/2007

107010 107306

An issue where invoice deletion processing was producing an error has been resolved.

10/2007

107415 An issue where the conversion from an Account to a Customer was producing a warning that the account is already tied to the last customer id in the grid has been resolved

10/2007

107419 CRM has been modified to prevent freezing and crashing issues.

10/2007

107444 Default pricing within the Parts window will display according to the new Customer Pricing by Effective date.

10/2007

107711 A processing error no longer occurs when creating or reassigning an Account’s primary contact.

10/2007

107806 A runtime error on browsing an address by zipcode within the Service Order window has been resolved..

10/2007

107900 The Quote Line window will not display the Model and Series columns if a user does not have MPC installed

10/2007

107954 Upon converting a Quote to an Estimate, MPC selected options now copy to the Visual estimate and print the selected options detail on the Print Quotation report.

10/2007

55


02319 “My” security permissions have been added to the Navigation Bar and Process look ups. Please see the online help for more information.

10/2007

02321 CRM branding has been updated with new splash screens and logos.

10/2007

103526 103568

Users with full rights to history deletion can now delete history records.

10/2007

103542 The Long Description and Comments Binary fields now properly display values in text.

10/2007

103567 If a user does not have permission to add records in a particular area, the New and Delete buttons are grayed out.

10/2007

106499 When converting a quote to an order or estimate, if the Desired Ship Date is not null and is greater than the current date, then the Desired Ship Date of the order or estimate will be the same as the quote date. Otherwise, the date of the order or estimate will be the current date.

10/2007

106785 107141

CRM no longer crashes upon tabbing over the Desired ship Date data field with no entered value.

10/2007

106818 In grids, user-defined fields are now sorted by CODE.

10/2007

107127 The Tasks grid now populates according to user security settings.

10/2007

107150 User-defined fields in the Accounts window/Back office tab now populate correctly.

10/2007

107132 A “Print Zero Value Invoices” check box has been added to the Defaults window on the Service Order tab. When users select the check box, VISUAL generates invoices with zero values. If users clear the check box, VISUAL does not generate zero value invoices.

10/2007

107445 When creating an RMA in CRM, the application no longer populates the RMA ID with the associated Customer ID.

10/2007

107454 Service orders with multiple line items now properly generate invoices.

10/2007

56


107464 Labor values now populate the service order labor table with the billed rate and populates the labor ticket table with its costed rate as standard.

10/2007

02320 A Combine Specifications and Comments check box was added to the Quotes tab in the Defaults window. If the user selects the check box, processing passes the concatenated specification with additional comments to the order/estimate line; for example: This is specification for line 2 Comments: This is comment text for line 2. If the check box is cleared, then processing passes only the specifications. By default, the check box is cleared.

4/2007

102735 In the Contacts grid and Contacts window, VISUAL now allows the standard 20 characters in the title field.

4/2007

103832 The Accounts grid filter no longer clears (thereby showing all accounts) after the user creates a Quick History record from a quick-filtered grid.

4/2007

103879 Processing now populates the new customer order with the associated account’s customer ID and its associated header information. Note: For this enhancement to work properly, the following VISUAL Manufacturing versions or higher must be installed: VMORDENT: 6.3.8.196 , 6.4.1.221 , 6.5.1.167 , 6.5.2.098 VMORDWIN 6.3.8.221 , 6.4.1.228 , 6.5.1.190 , 6.5.2.087 VMESTWIN 6.3.8.084 . 6.4.1.102 . 6.5.1.080 . 6.5.2.059

4/2007

57


103912 An error message no longer appears when the user changes an Account’s primary contact.

4/2007

104036 An error message no longer appears when the user views the Outlook calendar, notes, journal and task windows through CRM.

4/2007

104698 If a linked VISUAL customer is deleted through VISUAL Enterprise Customer Maintenance, CRM removes the link between the VISUAL Customer and CRM Account.

4/2007

105041 Users can now link existing contacts to a different account.

4/2007

105599 Users can no longer edit a closed or cancelled call unless the status is changed.

4/2007

106063 The Type drop-down list now populates properly.

4/2007

106065 Marketing Catalog documents now save to the default document directory specified in the Admin window/Defaults tab.

4/2007

106066 Marketing Catalog documents now properly attach to emails.

4/2007

106067 The “Electronic Document” specification now appears consistently.

4/2007

105060 Users can now delete information consisting of more than 50 characters within a user defined field.

4/2007

106296 CRM now creates the link between CRM contacts and VISUAL customer contacts correctly.

4/2007

106397 Users can now modify the tax group for accounts that are tax-exempt. If an account is tax-exempt, Quotes, Service Orders, Customer Orders, and Invoices do not use the Account’s sales tax group ID.

4/2007

106465 A new Copy User Defined Data check box on the Defaults window/Quote tab allows users to choose whether or not to copy the Quote’s user defined information to an Order when creating an Order from a Quote.

4/2007

58


104527 The new contact wizard no longer displays error messages if there are no default terms.

2/07

104994 Account lookups are now working according to the ‘My Account’ lookup security settings.

2/07

105295 Using the search filter subsequent to adding, removing or re-arranging grid columns will no longer causes CRM to crash.

2/07

105473 User_1 through User_10 are now properly synced between customer and account.

2/07

105725 VAT information is now retained upon upgrading from an old version of CRM.

2/07

105730 When converting a quote to an order, the first 10 user defined fields defined by the user within CRM will now populate the User_1 through User_10 columns within its associated VISUAL transaction.

2/07

105741 Processing no longer produces a runtime error upon entering a service charge on a quote and replacing the line’s permission percent with the associated service charge commission value and that value is null.

2/07

105752 VISUAL now correctly updates the price when the user changes the unit of measure in a quote line.

2/07

105755 If the customer is not VAT enabled, the user is no longer able to tab to the VAT tab-window within Account entry.

2/07

105935 Default fields for configured customer types defined within Application Global will now populate its associated data fields upon selecting an Account Type within the Account window.

2/07

105937 Assigning a Primary warehouse within the Account window/Order Mgt tab will now process without error.

2/07

105263 In Back Office, if a unit price for a part has been assigned through VISUAL Enterprise, it now appears properly in the Parts grid.

2/07

105230 Estimates now open properly when clicking on the Estimate ID in the Estimate grid.

2/07

59


104819 Documents on network drives now link properly to a history record.

2/07

01872 13935/ 298821

An error message no longer appears when accessing the Calendar under the Personal folder (Outlook 2000).

12/06

02318 When using the Configurator, CRM now checks for the specified part in the SERIES_MODEL_PART table in addition to the part ID table. If the part ID does not exist in either table, you cannot convert to quote/estimate until the part has been created.

12/06

104854 Regardless of the want date entered in the line items for a quote, the desired ship date entered in the dialog box when converting a quote to an order is the date that appears on the customer order.

12/06

105120 CRM no longer allows the user to enter the same Part ID as a header reference and material requirement.

12/06

In some cases, converting a quote to an order improperly resulted in an error message. This issue has been resolved.

12/06

105161 When creating a new account, the Defaults, Accounting tab now works properly.

12/06

102751 In SQL Server databases, copying an existing quote with several line items, then deleting the line items in the copied quote, resulted in an incorrect Quote Amount. This issue has been resolved.

12/06

103153 If you choose On Hold in the Admin, Defaults, Quote tab, quotes converted to orders will have an On Hold status. Previously, VISUAL would incorrectly change the order to a different status.

12/06

104434 User-defined line or detail views now properly save.

12/06

102681 The quick history Magnifying Glass button now pulls up the correct related history.

12/06

02258 With SQLBase databases, Part Specifications saved only the first character. This issue has been corrected.

12/06

60


02268 With SQLBase and SQL Server databases, security settings for the Account form were not saving properly. This issue has been resolved.

12/06

104824 Sales security permissions are now properly saved.

12/06

02304 103029 CRM no longer produces a runtime error when you try to select a Vendor ID on an Expense Line in Service Orders. The error occurred after the service order Expenses were saved.

12/06

103043 An error message no longer appears after editing and saving freight or Vendor ID on the Expense tab of a service order.

12/06

102711 When prices for parts have been set up by customer, CRM now properly uses the customer pricing in quotes.

12/06

01982 Negative discounts entered in a customer quote no longer reset to zero when converting the quote to an order.

12/06

02242 337434/ 15873

In the Application Builder, the list of contacts no longer expands to all contacts after closing the Customize Columns window. Only the customers attached to the Application Builder record appear.

12/06

01462 The FROM name now properly carries over when saving an email to History.

12/06

103772 An issue with the CRM baseline database failing when building foreign related to VISUAL Manufacturing’s Country ID field has been resolved.

12/06

02170 The Save grid layouts for each database check box in Tools, Options is now selected by default.

12/06

02150 CRM no longer hangs when creating new documents during mail merges has been improved.

12/06

103904 Mail merges can now be created successfully in the Parts table.

12/06

02312 Discounts now properly pass from quotes into customer orders.

12/06

01383 CRM now properly uses all Contract Type defaults.

12/06

61


02301 103086 Customer contact information is no longer overwritten when changing the contact number.

12/06

01958 309335/ 14465

CRM no longer allows you to create an Account ID with a space at the end.

12/06

01907 14083/ 302146

When converting a quote to an order, the incorrect contact person appeared on the order under certain circumstances (if you created a contact on the fly before adding a line item to your quote). This issue has been resolved.

12/06

01903 14052/ 301827

In the Quotes window, the total amount of the quote now properly updates when you copy a configured part.

12/06

01489 12670/ 273452

CRM does not support cut (CTRL+X), copy (CTRL+C) and paste (CTRL+V) functionality using keyboard commands in combo grid boxes.

12/06

01486 The Assigned To column is now available in the Advanced filter in Contact Center, Tasks.

12/06

01087 The print options now work correctly. 12/06 00753 On the Sales/Opportunity tab, the tabbing

order from field to field is now more logical.

12/06

00543 Service Orders now include a look up that allows you to link the order to a single contract line item.

12/06

00445 In Contact Center, Tasks, you can now change the status in the grid without going into the Details window.

12/06

00433 You can now search within an advanced filter lookup.

12/06

00368 The end date of a contract is now properly calculated based on the contract type duration, even if you create the contract after it takes effect.

12/06

00252 227967/ 10361

The Reports selection has been removed from the Calendar menu. Calendar is also no longer an option for custom reports.

12/06

103624 The Task Detail Report now displays all the information entered into the Comments field in the Tasks window. Previously, the report only displayed the first 256 characters.

12/06

62


00974 User-defined field labels are now displayed in pertinent windows.

12/06

103001 An issue with quotes not properly converting to estimates has been resolved. The issue occurred in two-line quotes when the second line was for a configured part, and the first line was later deleted.

12/06

01132 255802/ 11760

The Advanced Filter window now allows searches with multiple “and” and “or” criteria.

12/06

02296 An error is no longer returned if a labor ticket is created for an employee with no base pay rate.

12/06

02044 The service order detail report now prints the line specs for operation, material, expense and labor.

12/06

01449 Service Order maintenance grid column “Markup” now displays the associated currency symbol specified in the Service Order header.

12/06

01444 In Sales/Quotes, the numerals after the decimal point no longer disappear when using the comma as the decimal separator.

12/06

00487 In Contacts, the grid now refreshes with the correct information when creating an appointment for a contact linked to an account.

12/06

104458 Call Issue History no longer displays a series of question marks.

12/06

104535 All RMA lines appear properly, even if the line is not linked to an original customer order.

12/06

02313 104101 CRM now allows users, based on their security settings, to browse all accounts.

12/06

103401 An issue with CRM erroneously adding two tax percentages has been resolved. This error occurred when a tax group ID had one tax rate that expired on a specified date and a second tax rate that applied after the specified date.

12/06

63


02147 Service orders now generate inventory transactions when the Issue check box is selected, the actual quantity is positive, and the part number is not a trace part.

12/06

104172 When converting a quote to an order, CRM now places the user ID of the individual logged in at the time of the conversion into the Bookings table. Previously, it defaulted to SYSADM.

12/06

01448 In Contract Type maintenance, the sum in the Contract Total field no longer rounds decimals into integers.

12/06

02314 In SQL Base databases, using dates in advanced filter criteria resulted in the truncation of subsequent dates. This issue has been resolved.

12/06

02315 In SQL Base databases, an issue with grids initializing slowly on fresh database installs has been resolved.

12/06

02303 Issues with Terms created in VISUAL Enterprise not properly operating in CRM have been resolved.

12/06

02308 204515 103503 Any user can convert a quote to an order, provided he or she has the proper permissions. Previously, only the SYSADM user could convert a quote to an order.

12/06

02302 1715119 Importing a text file in Accounts now works properly.

12/06

02297 1709281 102948 In SQL Server, the date 1/1/1900 no longer auto-populates in the Terms Disc Date and Terms Net Date fields when converting an Account to a Customer.

12/06

02294 1701920 102715 State abbreviations can now be up to 10 characters.

12/06

02271 342410/ 16082

The Copy Contact function in the Accounts/Contacts grid now works properly.

12/06

02149 In the Account grid, the focus on a particular account is now maintained when the user drills down to a dependency and deletes it.

12/06

02028 In Admin, Security, you can now add First Name, Last Name and Employee ID to the user lookup.

12/06

64


01962 In Service, Contract Line Items, the browse button in the Move Item option now works properly.

12/06

01941 14259 305605 An issue with CRM crashing when you double-click on the Account Name in the RMA Line window has been resolved. Please regenerate the RMA LINE grid for this change to take effect.

12/06

103075 CRM no longer produces an error when using the Text File Import utility to import a text file into Accounts.

12/06

02133 The Quote Detail and Quotation reports now display all line items.

12/06

02173 Databases can now be properly registered through LSAdataregister.exe.

12/06

01507 In Advanced Filters, entering a second “OR” statement no longer results in an “AND” selection.

12/06

02264 CRM no longer produces an error message when accessing the Reports menu on the Accounts grid after viewing the orders associated with an account.

12/06

02191 When converting a CRM quote that was created using MPC into a Customer Order, the MPC options now print correctly on the order acknowledgement.

12/06

02226 In Service Orders, you must select a Part ID before selecting a Warehouse ID.

12/06

02262 Error messages no longer appear after entering a Trace ID in Service, Contract Items.

12/06

02286 Using Account Ship To IDs with a single quote no longer produces an error.

12/06

02289 In Service Orders, the grid columns Billable and Issue Material now default to their header values.

12/06

103700 In the Part Details/Stock tab, the warehouse filter erroneously returned Location IDs. The warehouse filter now properly returns Warehouse IDs.

12/06

104657 You can no longer enter a tax group ID for a tax exempt account.

12/06

104862 Customers set to Inactive in VISUAL Enterprise’s Customer Maintenance are now inactive within CRM.

12/06

65


104946 Custom filters created in Orders now work properly. The Type Mismatch Error no longer appears.

12/06