Jim2 Version 4.1

Change History

Build 5888

Improvements

ID:30628   Debtors – Ability to filter Debtors List by Account Manager.

Resolved

ID:30640   Comments – Comments grid hiding emails on some occasions.
ID:30624   Reports – Data is jumbled for some of the reports when saved in CSV format.
ID:30633   Stock – Error message appears when saving descriptions longer than 254 characters for Manufacturing stock.
ID:30639   Project Templates – Cannot insert NULL error on Jes with Project Billing Estimate Calculator.

Build 5878

Improvements

ID:30602   Management – Reports – New option for Year Comparison on 'Top x Customers w/ Prev Year History' report.

Resolved

ID:30608   Reports – Job-OnSiteSlip –  Customer Name is missing on Signature.
ID:30579   Jobs – 'Unknown Tax Code' error when you Recalculate Dynamic Kit price to match Job Total.
ID:30600   Jobs – Not possible to steal stock from committed on other lobs in some cases.
ID:30467   Lists – When blanking List name, 'List1' is put in its place.
ID:30410   Documents – Create Similar on objects would link object to Document -1.
ID:30280   Documents – Hint for 'Check In a Document' is incorrect .
ID:30599   eBusiness StockFeeds – Jes service can take a long time to start if stock feed is available for processing.
ID:30603   Jim2 Update - Problem upgrading non MS client if they have previously had Managed Services licensed.

Build 5836

New Features

ID:30538   Jim2 now supports multi-level manufacturing.
ID:30485
   JesM Photocopier – Allow 'meter name' for CSV/XLS connector to be a combination of multiple fields.
ID:30484   JesM Photocopier – Amend CSV connector to support serial number coming from file name.

Improvements

ID:30512   Email – Ability to Create PO and Create Expense PO from an email, and have the email linked to Purchase.
ID:30466   Email – Process As Order support for .csv file formats (in addition to .xml)
ID:30494   Lists – Emails sent from a list should be associated with the CardFile.

Resolved

ID:30521   Reports – Text is overlapping in some reports when choose a different date format.  
ID:30504   Reports – Job List – Parts Spent Report displays a blank spreadsheet when there is data.
ID:30489   Reports – Project List – Project Detailed Report – Field Std RateTF not showing 4 decimal places.
ID:30481   Reports – Some custom invoice reports broken because kit footers don't repeat details in kit header.
ID:30474   Reports – Cost Per Copy Report is incorrectly calculating costs.
ID:30493   Projects – Error 'Cannot focus a disabled or invisible window' on Project screen.
ID:30520   Project Templates – Template unable to be opened for projects with 4 or 5 year periodicities.
ID:30513   Project Templates – Template only accepts serial name of 25 characters, even though table allows for 50.
ID:30469   Project Templates – Error ‘Could not convert variant of type null to string’ when viewing template linked to project with missing CustRef.
ID:30478   Job List – Customers on credit hold not showing red on a Job List  for jobs on Status Due.
ID:30510   Lists – Change maximum number of Lists from 20 to 25.
ID:30499   Navigate in TreeList – Projects are not sorting by Project Code in TreeList.
ID:30503   Kitting – Can't sell Static Kits from committed jobs.
ID:30470   Email – Multiline HTML mail macros not displaying correctly
ID:30487   Email – Branch not picked up when replying to emails from an Email List
ID:30448   Quotes – Stock# Hyperlink is not working on a Manufacturing Quote
ID:30291   Document Preview – Add Search capabilities to the PDF previewer
ID:16718   Importing – Stop Contact Import Importing Multiple Primary Contacts for a CardFile
ID:30480   Items – 'Meter' and 'Project Type' tabs are appearing on the Item's screen
ID:30475   Schedule – Hint errors in Schedule. Invalid column name 'CustName'.
ID:30455   Cheque Book – Quick Add CardFile from Cheque Book entry is putting <UNKNOWN> in Card Code field.
ID:30523   JesM Photocopier – Total Calculated meters linked to Black/Colour meter incorrectly try to balance to linked meter
ID:30518   JesM Photocopier – Editing a Job removes existing objectTags

Build 5814

Improvements

ID:17958    Security – account manager security now applies to Customer, From, or Ship.
ID:30458    Setting Ship Branch in Options will set Branch, SubBranch and GL Dept on quotes, jobs and POs.

Resolved

ID: 30279   Projects – Project Templates – adding action and attempting to use immediately causes problem (with 'Save' type only).
ID:30462    Projects – Prepaid labour contract – remaining pages incorrectly worked out if block Opening Balance < Labour Opening Balance.
ID:30465    Projects – Project Templates – deleting an action that is only linked to a template constraint tries to perform the delete in the database.
ID: 19096   Security – with Sys login, cannot delete a security group that does not have rights to delete a security group.
ID: 30449   Jobs List – 'List Index out of bounds' error on a grouped jobs list.
ID: 30419   Schedule – Job Due tasks can be resized on Schedule window. Should not allow the time period to be resized.
ID: 30459   Reports – Debtors Statement Report should use ‘Company Logo For Statements’ based on Options.
ID: 30461   Email – Email Rule Execution – error message for the Action needs to be modified when a project has no Project Type.
ID: 30457   e-Business Page Count – Meter reads can be submitted with decimal point values via e-Business website.

Build 5804

Fixes/Improvements

ID: 30416   strong>Projects – Project meter information in preview pane runs slowly on larger databases with long history.
ID: 30408   Projects – Project Template macros calculating incorrect values for date macros.
ID: 30339   Projects – Project Templates – 'Reassign User' should work with templates.
ID: 30430   Projects – Project list has an internal Project Type visible on the grid.
ID: 30439   CardFile List – Department label is cutting off on CardFile list.
ID: 30433   Creditors – Creditors list – unable to export data from the Creditors list in .xlsx format.
ID: 30434   Creditors – Creditors list has an internal 'CardNo' visible on the grid.
ID: 30424   Debtors – Error message appears saying that P&L account requires sub-branch when saving a payment with rounding numbers.
ID: 30422   Debtors – ID: 30424 causes some more issues on second try to save payments. Saves a different payment amount.
ID: 30421   eBusiness – Order processing reverses options for 'Qty Ordered' to 'Qty Supplied'.
ID: 30418   Email – CardFile email macros not evaluating custom phone, fax and email types.
ID: 30393   Email –Sales Register – 'x-Invoice From List(Multi)' report is using 'Email Accounts' instead of 'Email Invoice' when choosing 'Auto Email'.
ID: 30412   Expense Orders – Text is cutting off in 'GL Dept' dropdown.
ID: 30442   JesM Photocopier – Incorrect purchase of zero blocks if prepaid remaining exactly equals minimum and block reorder < 100.
ID: 30429   JesM Photocopier – Missing A4 Ratio on Meter Setup causes problem for preview panel calculation.
ID: 30413   JesM Photocopier – No read on master with prepaid contract causes 'Nullable object' exception.
ID: 30420   Quotes – 'Acc Mgr' is not a hyperlink in quotes.
ID: 30447   Quotes – Stock Description' is not populating in manufacturing quotes in some cases.
ID: 30426
   Reports – Dispatch report hangs when you run the report after changing the Dispatch list filters.
ID: 30414   Reports – Sales Register – 'x-Invoice From List(Multi)' report – 'Job Subtotal' is a $0 value on invoices.
ID: 30417   Schedule – Creating job from recurring task linked to inactive template causes 'Unknown error'.
ID: 30444   Schedule – Moved task not appearing in user's Schedule if moved outside parent task's start and end range.
ID: 30445   Task List – Exception resources are incorrectly displayed in task list. These don't appear when viewing task.

Build 5784

New Features

ID: 30387   Tools > Options > General – New option 'Regional Settings' has been added. With this option, you are able to rename A.B.N., Suburb and State.

Fixes/Improvements

ID: 30380   Projects – Project List ignores default Branch options for Lists.
ID: 30378   Projects – Meter names list in project list doesn't work until list has been populated by editing a meter setup.
ID: 30308   Projects – 'Create Similar' gives message that Project Type has changed and wants to reload templates.
ID: 30371   Projects – Editing a template from template list that is already open will lock the template in 'Edit' mode.
ID: 30370   Projects – Editing a template included by another template and saying 'No' to warning message still opens template in 'Edit' mode.
ID: 30319   Projects – Ensure checks for valid Priority is case insensitive.
ID: 30394   Lists – When opening first or last object in a grouped list, it expands the group above/below,
ID: 30406   Security – Users get access to new security features by default.
ID: 30401   Exporting – Cost and Estimated Cost was not included when exporting Stock Vendor Pricing from Stock list.
ID: 30301
   Reports – Irrelevant data along with Attribute Description in some reports.
ID: 30389   Reports – Fixed overlapping dates on some system reports.
ID: 30395   Reports – Fixed issue with GP on Stock Profit report. The GP was deflated by COGS value on Returns.
ID: 30392   Setups – Jim2 crashes when deleting Branches and there are GL Transactions, or Branch is used by Till.
ID: 30388
   Status – Cannot add more than 64 Statuses.
ID: 30396   Debtors – Payments through web orders allows 4 decimal points which causes issues in Debtors list.
ID: 30375   Debtors and Creditors Lists – User icon next to the 'Name' field has been removed.
ID: 30332   Jobs – Location dropdown on stock grid in jobs is cutting off on some computers.
ID: 30374   Jobs – Move ‘Our Ref #’ column back into first column, as it was in version 4.0.
ID: 30325   Job List – Adding MS billing job via template is not updating the Job Total when viewing job in the Job List.
ID: 30384   Purchase Orders – Ship on auto created PO is incorrect when using 'Use linked branch card as ship' option.
ID: 30383   Stock – 'Create Similar' on stock transferring over List Price when 'Stock Prices' has not been ticked.
ID: 30382    Warehousing – Issue with picking Serial stock when you have same serial stock on a job.

Build 5770 

Fixes/Improvements

ID:30338   Reports – Job total on job and proforma invoice report does not match. Rounding issue.
ID:30366   Published Lists – When published list is read-only and Branch is populated, it ignores Branch.
ID:30295   Branches – Tools > Options > Branches – New option added to use 'Ship#' instead of 'Customer#' for Default Branch.
ID:30293 Invoices – Tools > Options > Branches – New option added to enable 'Allow invoicing Jobs from multiple Branches'.

Build 5762

Fixes/Improvements

ID:30351   Email – Added 'Save all Attachments' functionality in Emails.
ID:30359   Job – Stock Select (project related job) does not show project Default Stock tab if Item has no stock.
ID:30357   Project Templates – Billing (template) can fail with unknown error when stock has min sale price somehow set to null in database.
ID:30365   Project Templates – Managed Services contracts without a CustRef# will not automatically 'Ready'.
ID:30309   Project Templates – No warning message on saving a template with blank CustRef# when set to be 'use value entered'.
ID:30283   Project Templates – Min Sale Price shouldn’t be used when price determined by contract pricing.
ID:30326   Project Templates – Unable to set billing jobs to 'Ready' when created using a template (with depleting stock). Warning says stock is locked.
ID:30356   Schedule – Task creation issue – Resource allocation unticks ‘Confirmed’ in some circumstances.
ID:30354   Debtors – Right click 'Apply to invoice' is not working when applying payments to invoices.
ID:30352   Documents – Document List – Document Preview does not work once you double click any document and come back to list.
ID:30350   Purchase – Serial number for sold stock is not appearing when doing 'Consign.Buy' for special stock.
ID:30347   Reports – ‘Invalid Report Id ’ error appears sometimes when editing a report.
ID:30346   Reports – Sales Register report slow over Jim2.Cloud.
ID:30225   Reports – Stock Profit report duplicates Package stock cost.
ID:30320   Help File – Unable to print Help File pages.
ID:30312   Stock – Stock Transfer – Adding 2 or more kits from Stock Select by using multi-select will show an error window when finishing stock transfer.
ID: 20146   Stock – Stock Procurement –  'Use Purchase# for all stock purchases' is not working.
ID: 30307   Stock – Stocktake cannot find stock with spaces in the barcode when using a scanner.
ID: 30272   Stock – Picking – If Picking list is empty and you scan bin code, you receive an error message.
ID: 30272   Stock – Picking – Conversion error message when you type a large number in Qty.
ID: 30255   Stock – Picking – Edit and try to invoice a job (on Picked mode) containing non-depleting stock, and you will be asked if you want to re-run stock Picking.
ID: 30253strong>   Stock – Picking – Shows warning when editing a job from job select when in Picking/Picked mode.
ID: 30249   Stock – Picking – Unable to invoice a job with only non-depleting stock when 'Auto Pick Stock' is enabled in Tools > Options.
ID: 30228   Stock – >Packaging – Attributes on Sell is not working on Packages.
ID: 30267   Stock – Kitting – Dynamic Kit not supplying stock committed on other jobs.
ID: 30258   Stock – Kitting – Stock set to ‘Use Price’ from kit, but when recalculating will override that stock with price from price grid, instead of using what is entered in the kit.
ID: 30266   Email – Email Editor Rules – Enter Template and click 'Save' won't save the Editor rule.
ID: 19102   Email – Email Editor Rules – Default Templates show Tag, but it can’t be selected.
ID: 30343   Purchase – Stock serial number showing on Consign.Buy even after returning it to vendor.
ID: 30324   Purchase – Expense PO – Branch dropdown is not working. It's a text box instead of a dropdown.
ID: 30292   Purchase – Warning about not having security rights on PO when security setting 'Allow to purchase into different branches' is unticked.
ID: 30277   Jobs – Default tax code on Job is E, but when adding Special stock to job, Jim2 is defaulting to G tax code.
ID: 30296   Invoicing – Stuck on Batch Invoice screen after being warned of a customer being on Credit Hold.
ID: 30310  Sales Register – Sales Register freezes Jim2 for a month's worth of data.
ID: 30330   Projects/Contracts/Machines – >Project Meter Reads – The first actual read doesn't pick up 'opening read' as 'last read'.
ID: 30265   Projects/Contracts/Machines – Project Templates – Error appears on saving a template if you have set a constraint level, but no value.
ID: 30257   Projects/Contracts/Machines – Project Templates – Removing unit type on stock code causes templates to not open if they directly use the Unit type.
ID: 30270   Projects/Contracts/Machines – Project Templates – ‘Priority’ of more than 10 characters causes actions to crash.
ID: 30234   Reports – Tools > Setups > Stock Bins – Error on Stock Bins report.
ID: 30236   Reports – Job List – Error opening Proforma Invoice report when Customer# is missing on job.
ID: 19047   Reports – Project List – Service History by Month report shouldn’t include billing and consumable jobs.
ID: 30259   Reports – Display 'No Records found to display!' message in Stock Profit reports when no records found..
ID: 25146   Reports – All Stock Profit reports – Stock Supplier dropdown is not showing any data.
ID: 30336   Importing – Cost and Estimated Cost incorrectly calculated in Stock Vendor Pricing import when left blank.
ID: 30334   User Interface – Jim2 sometimes does not display platform (Cloud or On Premises) correctly.
ID: 30333   Schedule – Recurring Schedule Task issue when you set start time later than end time.
ID: 30331   Documents – Closing a New Document screen can error on some systems with certain thumbnails.
ID: 30290   Documents – Users with no Documents rights receive a warning on login that they don't have Document rights.
ID: 30304   Setups – Tools > Setups > Jobs > Labour Type – Unable to edit/delete Labour type. Jim2 freezes when trying to delete.
ID: 30204   Options allows ‘SubBranch’ to be saved as ‘Blank’.
ID: 30294   GST Session – Date range is incorrect when BAS Period is set to 'Bi-Monthly' in Tools > Options.
ID: 30273   Debtors – Overdue amount should include due 'Today'.
ID: 30247   Installation – 'sa' password containing a space (and possibly other characters) causes installation to hang.
ID: 30246   Installation – Demo key not being generated when first installed.
ID: 30177   Labour/Timers – Error window appears in Timers when you right click in empty part of grid in Timer screen.
ID: 21144   Attributes – Invalid dates in date attribute values can cause attribute selection to fail.