Jim2® Version 4.3

Change History

Build 6282

Improvements

ID: 36674Bulk Payments – Option to not group payments

Issues

ID: 36680Commission Sessions – User with no security to view stock cost can view total profit on Commission Session.
ID: 36675

Copy/Move/Merge – Recommended tick-box should either be ticked or unticked for kit footer on Copy Stock window.

ID: 36673Reports – Job List. Proforma invoice is showing double the job value when there is kit stock on the job.
ID: 36672Stock – Picking stock doesn't save Job# in stock transactions if job is linked to PO.
ID: 36669 Watchouts – Watchouts on invoice are not adding notes to Comment grid. 
ID: 36668 eBusiness – Vendor stock feeds. Unlink menu is enabled for Jim2 stock in search. 
ID: 36661 Manufacturing – Issue when doing a COGS adjustment to manufactured stock, then applying an expense to it. 
ID: 36657CardFile – Changes to contact header may not be saved when editing a CardFile. 
ID: 36655 CardFile List – Can delete CardFiles used on cheques or branches. 
ID: 36636 Email – Email addresses do not show in the 'To' dropdown when you do a related email from CardFile. 

Build 6266

Resolved

ID: 36632Stock – Stock pricing not reverting back up the ranking when Price Level Min Price is on a stock record.
ID: 33361

JesM Photocopier – Base rate meters are included in the min charge calculation, even if they are constant.

ID: 36605 Copy/Move/Merge – Error Árgument out of range'when moving labour and there are three or more labour lines.
ID: 36611 Search – Search results are still showing when you log out.

Build 6262

Resolved

ID: 35492Prepayments – Prepayments on jobs ignore any amount in the Freight field on the Invoice Details tab on jobs.
ID: 36612

eBusiness Page Count – Submit page count simply says 'No count entered'.

ID: 36607 eBusiness Page Count – Improve eBusiness inbound processing when large numbers of items in queue (especially meter reads). 
ID: 36602 eBusiness Page Count – Server performance improvement when a large number of page requests have been submitted. 
ID: 35474Email – Macros – {{CardFile.FirstName}} picks up the first name of primary contact only. 

Build 6260

New Features

ID: 34287 Jobs/Quotes – New feature to copy stock from jobs/quotes/templates to jobs/quotes, or move/merge stock/comments/labour from jobs/quotes to jobs/quotes.
ID: 35486

JesM Photocopier – Supports service reads via connector.

ID: 35428 Email – Allow execution of custom PowerShell script when running Create Job email action. 
ID: 35377 Electronic Payments – New option to force printing of customer receipts on receipt printer for EFTPOS. 
ID: 35463 Management – Commission Sessions. New feature that allows for the tracking and reconciliation of commissions payable to staff. 
ID: 34223 Search – New Ribbon Search feature added on Quick Access Toolbar. 
ID: 34218 Dispatch – Added Suburb to Dispatch List. 
ID: 34151 Reports – New Print/Preview/Email count feature on reports. 
ID: 34136 Stock – New Stock Flow option in Jim2, displaying stock inflow. 
ID: 4855 Stock – Promotional Pricing overwriting all other pricing. 

Improvements

ID: 35593 Business Engine – Provide way to remove failed B2B transactions after a certain period of time.
ID: 35586JesM Photocopier – Provide feedback if submission of MPS meter read file to eBusiness queue fails. 
ID: 35551Jobs – New checkbox on backorder dialog to set Backorder to 0 when not creating back orders.  
ID: 35521JesM Photocopier – Service read feed to support number of days that a service read will be accepted after previous. 
ID: 34458Projects – Managed service contracts to show invoice and fault descriptions on Default tab. 
ID: 35477 Options – Tools > Options > General > Regional Settings. New option that allows to set default paper size for reports. 
ID: 35476 Options – Tools > Options > Jobs. New option that allows to edit tax code on jobs and quotes. 
ID: 35455 Jobs – Invoice Details. Added phone and email fields to job shipping details. 
ID: 35424Reports – Delivery Note Report. Added new option to show supplied stock only. 
ID: 35425 Bulk Payments – Now allows to import data from spreadsheets.
ID: 35410 General Journal – Now allows to import data from spreadsheets.
ID: 35362Email – New Message Preview option to get message preview in Email List.. 
ID: 35346 Email – Improve feedback for email handling of 'Process with MPS connector' action. 
ID: 34295 Jobs – Select project from job screen does not include serial number in window. 
ID: 34301 History – Now displays record count for history and server logs.
ID: 34286 Time Sheet – Enable report drop-down list box under CardFiles > Time Sheets.
ID: 34278Project Templates – Add Quote No. to project templates. 
ID: 34246Email – Support HTML custom macros for email templates. 
ID: 34225 Schedule – Improve schedule view..
ID: 34220 Setups – Add Active and MaxQty columns to Bin Setups grid. 
ID: 34203 Project Templates – Add a warning if there is only one billing action template, and its next bill is set to value. 
ID: 34165 Projects – New option to Create Project List from CardFile. 
ID: 15548 CardFile List – Include a 'NOT' selection for CardFile Groups. 
ID: 34112 Quotes – New 'Transfer Cost' option on creating job from quote. 
ID: 34111 Options > Item. New option to not prompt when stock added from Item to quote or job when 0 stock in grid.
ID: 34027 Project Templates – Missing ability to copy email subject to invoice or fault description from email rules. 
ID: 34013 Task List – Display Project Template and Card Name information for tasks in list, as appropriate. 
ID: 30400 Project Templates – Allow user to search for project templates using additional criteria, such as stock code. 
ID: 34295 Jobs – Select project from job screen does not include serial number in window. 


Resolved

ID: 35599Reports – Base rate meters with 'constant' quantity fail when billing 'Attempted to supply quantity for base rate'.
ID: 35583Schedule – Created scheduled tasks not using default stock location of branch.
ID: 35578Kitting – Static kit contents quantity differs from header quantity.
ID: 35579Jobs – Invoiced jobs have blank status when user with no security for FINISH status invoices a job.
ID: 35568Jobs – Static kit content's quantity multiplies on setting job to Ready and when Fast Invoicing is turned on.
ID: 35565Reports – Quote. Checkboxes on quote reports get replaced with symbols when generating a PDF.
ID: 34173Setups – Branches/SubBranches/GL Departments code should be upper case only.
ID: 35558Task List – Does not display Card # for 'Review' tasks.
ID: 35553Projects – Photocopier meter read processing cannot insert duplicate key in object 'dbo.JimB2Bin'.
ID: 35545Stock – Error on calculating special stock price which is never sold before.
ID: 35540eBusiness – When eBusiness order matches multiple CardFiles due to email on multiple cards, error message is incorrect.
ID: 35539Schedule – Subject field in Scheduled Task window does not check for length, resulting in a save error.
ID: 35510General Journal List – No label next to Document and Transaction date filters.
ID: 35506Invoicing – Batch invoicing with same customer but different Ship# is adding Various to job shipping details.
ID: 34172Transaction Journal – COGI and COGR transaction not picking up the correct branch when batch invoiced.
ID: 32870Project Templates – Merge Templates. When you un-tick 'Only Group Templates' and run Default Groups, shows error.
ID: 35515eBusiness – Source view does not show all text from multi-line text elements.
ID: 35507Business Engine – Implement Country Component Tax into Jim2.
ID: 35498General Journal – Jim2 lets you reverse finished GJ entries multiple times because of refresh issue.
ID: 35408Quotes – Manual cost of $0.00 is changing to average COGS on recalculating stock prices.
ID: 35406Quotes – 'Recalculate all stock prices' doesn't update stock cost. Only updates stock prices.
ID: 35353Budgets – Edit Budget. Cannot get out of Month field when using Branches. 
ID: 32860Stock – Vendor Tab. Cannot see time in the Last Updated column, and there is no way to extend the column.
ID: 35483Create Similar – When you create similar on a quote, invoice details are blank until you save.
ID: 35494JesM Photocopier – 'Incorrect syntax near ,' when billing legacy photocopier master.
ID: 35481Kitting – Use kit header discount for kit contents option. Discount can be incorrect.
ID: 35412Quotes – Create Similar on PO doesn't bring over the Name, and no option on Create Similar window to copy Name.
ID: 34251Purchase – Create Similar on PO doesn't bring over the Name, and no option on Create Similar to copy Name.
ID: 35479Reports – Stock List. Stock Export Report doesn't display sell stock unit.
ID: 35478Purchase – Unable to unprint purchase order with journal stock at $0 on linked job.
ID: 35475Reports – Stock List. Units Sale Over 12 Months report. Monthly Average shows wrong quantity.
ID: 35464Projects – 3rd party meters not being copied down to child machines.
ID: 35411Creditors – Amount from Paid Now field is removed on pressing Esc, but stays in the Amount box in the header.
ID: 35448Stock – Creating stock (or quote with stock) from vendor stock feed crashes when in vendor stock code too long.
ID: 35442Email – Email summary not generated when email content is inside table body.
ID: 35432Email – when replying to email with first item being a table, reply header is put into the table.
ID: 35419Security – Jobs > Branches > Sell from Locations of different branches not working.
ID: 35405Security – Security Group name is duplicated when in Edit mode and you assign user the same security group.
ID: 35399JesM Photocopier – Jim2 does not use the service read to calculate/populate the daily average value in the meter setups.
ID: 35392Reports – Reprinting invoice from list (multi) is showing different results from original invoice script.
ID: 14350eBusiness – If an order is received with ShipAttn and/or ShipAddr, then Cust/Ship address is blank on reports.
ID: 35389Importing –  CardFile import sets required days to 0. Should leave as null (to use system default).
ID: 35383eBusiness Link – Order by B2B with kit having specific tax codes on content does not revert to tax free code.
ID: 35376eBusiness StockFeeds – Jim2 stock pricing is not updated when link to stock in multi-vendor feed.
ID: 35319Jobs – Jobs added around 12:00 am are setting the due date to 12:00 am as well.
ID: 33944Reports – Stock Adjustment Report. Total Cost is not showing the correct figures.
ID: 35375Project Templates – Template pricing is incorrect if kit has header price, forcing content price below its min price.
ID: 35371Jobs – Changing the Ship# on job is updating ship address and discards customer address changes.
ID: 35353Budgets – Edit Budget. Cannot get out of Month field when using Branches.
ID: 35351Reports – Report Designer. Changing the report name on importing a same name report doesn't apply changes.
ID: 7910Options – Job. Charge freight at job level option also hides Ship Ref and Ship Via fields.
ID: 35344Reports –  The Statement report should only show a hyphen after the word 'Invoice' if there is a comment following.
ID: 35342CardFile –  Marking CardFile as inactive warns regarding inactive projects/contracts. 
ID: 35341Email – Email Macro {{Job.InvDetails.ShipAddr}} is truncating first line on ship address when no Attn on job.
ID: 35314Email – Remote image in email may not be loaded due to HTTS TLS1.2 incompatibility.
ID: 34302Jobs – Changing the Cust# is also refreshing ship address details along with customer address.
ID: 33982Stock Select – Mouse tracking wheel doesn't scroll very well on Stock Select screen. 
ID: 35324Project Templates – 'gJobPart: Field 'PrideRef' not found' error on loading stock from quote.
ID: 34311Stock – Vendor tab. Time on the last updated field is always 12:00am and cannot be changed.
ID: 34292Stock – Pricing Tab. List Effective date is now showing time, so the date field is now not wide enough.

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Jim2® Version 4.2

Change History

Build 6146

Improvements

ID: 34165 Projects – New option to create Project List from the CardFile you are viewing.
ID: 34280

JesM Photocopier – Support Date + 1 for macros (.Next Day).

ID: 34246 Email – Support HTML custom macros for email templates. 
ID: 34203 Project Templates – Add warning if there is only one billing action template and its next bill is set to value. 
ID: 15548 CardFile List – Include a 'NOT' selection for CardFile Groups. 

Issues

ID: 35339 Email – Imported emails have LEFT or SUBSTRING error when attempting to view.
ID: 34310Reports – Machine Response Times report has FINISHED time for unfinished jobs. 
ID: 34284Reports – Incorrect results returned by Project List – Meter List report.  
ID: 34139Reports – Issue with the meter reads in 'Contract Service History' and 'Contract Service History – Detailed'. 
ID: 34277Project Templates – Error 'If you specify a price level you must not specify the price' by setting price level. 
ID: 34273 Project Templates – In some situations a 'calculated kit header price' of zero is forced back down to contained stock. 
ID: 34215 Project Templates – Projects incorrectly included on Projects tab of template when action has been overridden. 
ID: 34178 Project Templates – Line with 'Force customer price level' appears as though it is using project price level. 
ID: 34228Project Templates – Error when selecting billing action template using Action Wizard when no project type is selected. 
ID: 34248 Items – No option to copy MPS to the new item on 'Create Similar' 
ID: 34247 Quotes – Quote is not picking up the project price level. 
ID: 34176 Stock – Stock pricing not tied to branch missing from view when branches set to 'Required'. 
ID: 35316 JesM Photocopier – Purchase order meter cannot be disabled. 
ID: 34268 JesM Photocopier – Issues with billing total calculated meters in some situations. 
ID: 34241 JesM Photocopier – Click on 'Email Accounts' then go back to 'MPS Integrations' tab and email settings are cleared. 
ID: 34177 JesM Photocopier – Linked meter appears before primary meter on job when kitting.

Build 6082

Improvements

ID: 34165 Projects – New option to create Project List from the CardFile you are viewing.

Resolved

ID: 34161 Transaction Journal – Fixed to group Invoice and RFC by branch, sub-branch, GL Dept if multi-job invoice.
ID: 34160Debtors – Fixed date issue when system date format is not dd/mm/yyy. 
ID: 34163 Projects – Date format incorrectly uses localised setting instead of Jim2 default dd/mm/yyy. 
ID: 33944Reports – Stock Adjustment Report – Total cost is not showing the correct figures. 
ID: 34164eBusiness Link – Nested transaction error when order contains attributes. 

Build 6072

Resolved

ID: 34020Job List – Error 'Duplicates not allowed' on a grouped job list.
ID: 34149Project Templates – Can't execute template when branches required and branch is from project. 
ID: 30502Project Templates – Unknown error when branch required to create job and no branch set in project. 
ID: 34010Project Templates – Stock Grid – Can't just hide only  kit header or kit footer like jobs. Also incorrect defaults. 
ID: 34060Project Templates – Executing template on Jes incorrectly overwrites Name with Item default. 
ID: 34048Projects – Hyperlink for Acc.Mgr doesn't work. 
ID: 34144Reports – Stock profit not showing cost for labour stock if labour stock put onto ready job with billing template. 
ID: 34139Reports – Issue with the meter reads in 'Contract Service History' and 'Contract Service History – Detailed'. 
ID: 30775Reports – The Jim Import Format does not have the actual Parent of a Ship included in a column. 
ID: 33947Email – Editor Rules – Default Template is not executing when associated with a branch. 
ID: 34120Email – Email Macros – {{System.User.Email}} displays the macro code when no value. 
ID: 34029Jobs – In 4.2, when open a job in edit mode the focus is not on Cust# field. 
ID: 34094Setups – Email account name is limited to 50 characters where it should allow 500. 
ID: 34017Status – Orange background on Status Due Jobs is not showing for statuses other than System status. 
ID: 34158Electronic Payments – Fixed issues in Tyro and PC–EFTPOS when doing payments. 
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Build 6030

Improvements

ID: 34027 Project Templates – Missing ability to copy email subject from email rules to invoice or fault description.
ID: 34027Project Templates – Missing ability to copy task subject from MS Schedule Task to invoice or fault description.  
ID: 30400Project Templates – Allow user to search for Project Templates using additional criteria such as stock code. 

Resolved

ID: 34062Project Templates – Template execution doesn't fall back to user's location if customer branch pricing is used but branch not set.
ID: 34060Project Templates – Executing template on Jes incorrectly overwrites Name with Item default. 
ID: 34054Project Templates – Error in some instances closing Jim2 when template open. (Cannot create form. No MDI forms are currently active.) 
ID: 34049Project List – Cannot search for suburbs that are not in the suburb list but are on the CardFile. 
ID: 34036Projects – Rely only on photocopier field on item when copy down meters to child machines. 
ID: 34040Projects – Master meter setup does not respect photocopier setup and assumes child machines are at least black. 
ID: 34038Projects – Meter listing report calculates incorrect average when jobs have been returned.Invoicing – Error getting connection when batch invoicing. 
ID: 34061Invoicing – Error getting connection when batch invoicing.
ID: 34023JesM Photocopier – Generic MPS connector to only specify Jim Project/Machine Code and not serial #. 
ID: 34046Manufacturing – Error: AddGLTranRecord – one/zero detail row only on multilevel manufacturing job when cost is 0.00. 
ID: 34071Reports – Debtors > Invoice Debtor report – Address is missing in the To field. 
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Build 6014

New Features

ID: 31826Projects – New 'Base Rate' meter type that allows you to specify a quantity and a rate.
ID: 30782Email – Email Rules –  New email action 'Execute Script' for execution of server side script for a given email. 
ID: 30781Email – Email Rules – Allow option to scan 'decoded' text in emails via email actions. 
ID: 30686Email – Email Rules – Create an email rule to process an email using an MPS Connector. 
ID: 30661Security – Allow user to be assigned to multiple security groups. 
ID: 31821JesM Photocopier – 'Daily' rate based meter that takes contract in and out into account. 

Improvements

ID: 33986Projects – Order of the stock code on billing jobs is not the same as the meter setup.
ID: 33941Jef UCServiceRequest – Added serial number and model to service request drop-down. 
ID: 33917Schedule – New option to separate Saturday/Sunday in schedule. 
ID: 33923Importing – Added Price Revision Date to Project import. 
ID: 33882Stock Select – New option to search stock based on stock detailed description. 
ID: 31804Email – Email Rules – Determine CardFile from Email/Website action improved messages. 
ID: 31831Email – Email Rules – Improved Determine CardFile from Website so domain matching is stricter. 
ID: 31844JesM Notification – Allow the From name and email address to be configurable. 
ID: 31841Exporting – New 'Export Grid' right click menu option that exports all bands and formats of the grid. 
ID: 31837eBusiness Connect – Support for Type in .xml orders. 
ID: 31828Backup – Leverage SQL compression – reduce backup time by factor of up to 100. 
ID: 30754Stock – Add Total Cost Summary to Stock Stats tab. 
ID: 31790CardFile – New Backorder option to set how you want back-orders on CardFile level. 
ID: 31787CardFile – Child Ship CardFiles are now shown on the CardFile screen. 
ID: 31789Reports – New report logging to track when a report is exported, printed or viewed. 
ID: 31788Stock – New stock security on ability to flag stock as inactive. 
ID: 30675Stock List – Improved warning message when flag stock as inactive from stock list. 
ID: 31786History –  Added new option to search by user and date. 
ID: 16766Branches – Inactive branches/sub branches appear in the drop-down. 
ID: 15624Email – Email Template – New option to create a copy of an email template. 
ID:  4673Email – Email Macros – New macros for invoice details for jobs and quotes (shipping and customer details). 
ID: 16724Email – Email Macros – Additional macros for email templates when sending emails from quotes. 
ID: 30735Email – Multiple matches of email contacts for invoicing, statements, purchases, etc. 
ID: 30717Email – New 'Contact' column in email list. Hidden by default. 
ID: 30772Project Templates – Allow Invoice and Fault Description to have a source of 'Use from Project' etc. 
ID: 31819eBusiness StockFeeds – Improved .csv for stock feed processing to handle unit measures. 

Resolved

ID: 17972eBusiness – B2BIn incorrectly breaking file name apart with directory path. 
ID: 34024Importing – Project Import syncs Attn to with CardFile contact, not Request # contact. 
ID: 34022Importing – "Field 'PriceRev' not found" error found when synchronising import on minimal import. 
ID: 33936Project Templates – Attempts to set a 'use price' value that is the same as the pricing rules ignores the change. 
ID: 34014Help – Help viewer does not work. 
ID: 34006Stock Select – Error – [FireDAC][DatS]–1. Name [qStockLocActive] is duplicated in the list. 
ID: 33976Creditors – Creditors List – Overdue accounts are not showing in red for the 'Current' column. 
ID: 33973Stock – Stock with no unit measure will make Jim2 become stuck in the Vendor Unit field if you start adding vendor. 
ID: 33943Stock Adjustment – Unit cost changes on finishing the stock adjustment down. 
ID: 33983Help – Unsupported CEF version ! when using F1 help on Jim2.Cloud. 
ID: 33972Kitting – Kit pricing TP switched to TF when quantity changed. 
ID: 33942Projects – Prepaid Labour option still shows on the job for some time even if the project is not prepaid. 
ID: 33934Schedule – Error can occur when changing recurrence pattern in a task. 
ID: 33924Project Templates – Message to 'delete template mapping' appearing even though Project/Contract screen is not active. 
ID: 33922Packaging – Qty Sell Decimal places not respected in Packaging. 
ID: 33919Email – Fix corruption of .CSV attachment sent with 7bit encoding and Unix line feed style. 
ID: 33912Reports – Unable to 'copy from existing' when report name >60 characters. 
ID: 33910JesM Photocopier – RicohDirectNZ Connector fails if total meter column not supplied. 
ID: 32855System Errors – Password expired prompt takes you back to the login screen instead of change password screen. 
ID: 31829Lists – Published List with sub branch is not working when there's no Edit security. 
ID: 33884Documents – Don't open documents when adding to an object form. 
ID: 30364Stock Procurement – Transfer All doesn't create a transfer if the stock code has had no previous transactions.  
ID: 31815Documents – Document Preview for PDF's does not work once you preview a corrupt PDF. 
ID: 33894Documents – Fix Error: Cannot insert duplicate key in object 'dbo.JimDocuments'. 
ID: 33893Reports – Report from Project sometimes behaves as if run from Project List. 
ID: 33887Jim2 Features – Jim2 can hang on shutdown, waiting forever for wait window to be destroyed. 
ID: 33897Project Templates – Executing template via web add service job for e.g., has error 'User not active' and refers to contact. 
ID: 33886Project Templates – Min Price is incorrectly being checked for template line that is explicitly set to not use min charge. 
ID: 33888History – Object history doesn't refresh if history has already been created. 
ID: 32864Stock – Jim2 should not allow to change attributes if stock is linked to job. 
ID: 32877Stock – Tax code description is cutting off in the Tax drop-down. 
ID: 30786Stock – Pricing – Show All Branches is not showing the prices for all the branches without refreshing Jim2. 
ID: 32860Stock – Vendor Tab – Cannot see time in the Last Updated column, and there's no way to extend the column. 
ID: 20140Stock List – I buy/Sell/Manufacture/Service filters are not working properly. 
ID: 31809Stock Procurement – Text is cutting off in all the Location drop-down fields. 
ID: 32848Stocktake – Clicking on Edit Count on a top node in a stock produces an error. 
ID: 32878JesM Photocopier – Opening balance date for meter not picked up as 'Last Read Date' for initial billing. 
ID: 32865JesM Photocopier – Generic CSV/XLS: Invalid serial number field causes process to repeatedly fail. 
ID: 32884JesM Notification – Allow dynamic kits to have negative price. 
ID: 32858Project Templates – Projects Templates are enabled for licence which doesn't have Projects enabled. 
ID: 32854Projects – Cannot enter in negative opening balance for project/machine. 
ID: 31797Projects – When adding a document to a Project, the link refers to database record number and not the Project number. 
ID: 31839Project Templates – Manually execute a template and try to move stock order within kit says you don’t have security for kits. 
ID: 32851Purchase List – Cannot set exclude status on PO list like you can do on a job list. 
ID: 32847Dispatch – In Edit mode, double clikcing on the Cartons cell throws an Access Violation error. 
ID: 32846eBusiness Link – ShareDir module treats underscore in path as underscore in filename and fails processing. 
ID: 32841Dashboard – Job widget should not display 'Job Total' if job is renamed. 
ID: 31840User Int. (Server) – Email import does not work for some archived emails. 
ID: 30767Business Analysis – When exporting data from Business Analysis which includes Branches, the first line is not time period. 
ID: 30749Status – Jim2 lets you save Job/PO etc. with a wrong Status. 
ID: 31830Comments – Double clicking on Comment which is a comment sent by email should open the email. 
ID: 31825Lists – Unable to Batch Invoice from a Publish List which doesn't have Edit security. 
ID: 30765Quick CardFile Add – Job – In the CardFile select, search for a customer and then select QuickCardFileAdd, vendor is ticked. 
ID: 30722Email – Cannot copy Object# from the blue tag in the Preview section of an email. 
ID: 30709Setups – Job Priority – The sort order column sometimes does not display sorting numbers. 
ID: 31800Help – Pressing F1 by being on the Add Labour screen will not open up the Help file. 
ID: 31799Labour/Timers – Add Labour – Time increment icon is incrementing the hours, not the minutes, unless you click on mins. 
ID: 32883Return From Customer – Error cannot convert null to currency when selected stock in Customer Return. 
ID: 32857Jobs – Reserve stock quantity confirmation dialog says 'Ready', not 'Reserve'. 
ID: 32842JSONAPI – Quote list filtered by 'Type' ignores the filter and returns all quotes, including those on Cancel. 
ID: 32876Debtors – Filtering the Debtors list by As of Date removes the Follow up dates from the list. 
ID: 32874Lists – Published List – 'Everyone' group doesn't work for publishing email list. 
ID: 32868Quotes – Description spelling on Edit Fault & Invoice Description window. 
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Jim2® Version 4.1

Change History

Build 5942

Resolved

ID: 30592Project Templates – Manualy executing a template from within a job removes the Cust# followed by an error screen.
ID: 32853Project Templates – Setting the Req Days automatically sets the same in hours and cannot be removed. 
ID: 32845Debtors – Terms filter is not working with As of date filter. 
ID: 31835Kitting – Kit pricing issue –W hen you cange the kit price in header, then the next kit will have wrong price. 
ID: 32865JesM Photocopier – Generic CSV/XLS – Invalid serial number field causes process to repeatedly fail.

Build 5932

Resolved

ID: 31807Stock Procurement – Transfer All not working if no transactions in selected bulk location.
ID: 31796Email – Email Properties – SMTP Headers is not displaying all of the information. 
ID: 31816JesM Photocopier – The job total does not match coming up for machines without balancing meters. 
ID: 31811Reports – Invoice Meter Master Report – Master Machine Summary Rates not displaying correct decimal places. 
ID: 31808eBusiness – Issue when create stock from vendor stock feed with stock base unit <>1. 
ID: 31793Projects – Attn: is not copied across When Create Simila from an existing contract/project. 
ID: 30746Projects – Project List – Ex. Machine# is displaying the wrong number. 
ID: 31819eBusiness StockFeeds – Improved .csv for stock feed processing to handle unit measures
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Build 5920

Improvements

ID: 30733Reports – Projects – Meter Jobs Details report includes individual opening balance for standard, under and over meters.
ID: 30714Reports – Dispatch report now includes jobs where quantity supplied is zero.  
ID: 30716JesM Photocopier – Allow meter reads with line balancing meters to be entered in via Jim2 client.  
ID: 30282Project Templates – Add ability to order actions independent of action name. 

Resolved

ID: 30783JSONAPI – Project Code ambiguous error on mobile when Job List sorted by Project Code.
ID: 30755JSONAPI – Kit stock prices not calculated correctly if insufficient stock and 0 quantity supplied. 
ID: 20115Kitting – ‘Supply only available (no Backorder)’ option is not working for Static Kits at stock level.  
ID: 30751Jobs – Kit content prices not calculated correctly if insufficient stock on hand when stock first added. 
ID: 30773Reports – Stock List Export report is removing preceding zeros from the stock code. 
ID: 30750Reports – Quote List – Email From Quote List report throws an error. 
ID: 30745Reports – Debtors Payment Receipt is not using the logo from the CardFile Branch. 
ID: 30702Reports – Project – Project Profit report is not picking up the default Project name from Options. 
ID: 30764Options – Workstation location settings need to be workstation. 
ID: 30759Jobs – Create job from Quote, unit measure > 1, and not enough quantity to supply, then incorrect values in supply. 
ID: 30718Jobs – Project select window appearing when only cancelled Projects exist for customer. 
ID: 30747General Ledger – Add a new GL Account – Text is cutting off in Tax Code dropdown list.  
ID: 30671Options – Show Prepayments On Jobs option does not always work. 
ID: 30743Project Templates – Stock Price – Recalculate All does nothing. 
ID: 30705Project Templates – Incorrect syntax near '=' when executing template that sets the Cust# to empty value. 
ID: 30730Stock – Unable to change type of Virtual stock, when you have any job/PO in add/edit mode.  
ID: 30712Jef Administration – When publishing, the Copier service settings are not being published. 
ID: 30711Jef Administration – When editing the Request type grid the Names are flipped when updating. 
ID: 30710CardFile Merge – Merging CardFiles does not  put an entry in History. 
ID: 30707Status – Jim2 allows you to change Status for RTV, even if it's in use. 
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Build 5896

Improvements

ID: 30635Projects – New Security option to hide Billing Total from Project List and Template links frame.
ID: 19044Importing – When importing stock, need ability to deselect all mappings so that they can be reselected manually.
ID: 30638Reports – New Global Variable ‘JobPickingSlipHideComments’ to hide Comments on Job Picking Slip Report. 

Resolved

ID: 30689Reports – Stock List – 12 Month Sales report to include stock with no cost.
ID: 30687Reports – Stock Transfer report doesn’t display stock serial numbers. 
ID: 30682Reports – Project List – Export (Jim Import Format) returns blank Shipping address. 
ID: 30679Reports – Sales Register – 'To' address is missing on 'X–invoice from List (Multi)' report. 
ID: 30678Reports – Project  List – Page Request form has $ sign in readings.
ID: 30594Restore – Console does not pick up existing database location when restoring over existing database.
ID: 30651Restore – Console does not use SQL instance default database and log directories if configured.  
ID: 30672Email – The query processor ran out of internal resources and could not produce a query plan. 
ID: 30680Debtors – 'Terms' filter is not working on a Debtors List. 
ID: 30616Debtors – Can't just double click to allocate payment in Debtors. Need to focus cell first, then double click. 
ID: 30671Options – Show Prepayments on Jobs option does not always work. 
ID: 30449Jobs List – ‘Record Index out of Range' error on a grouped Jobs List. 
ID: 30645Jobs – Error when opening a job with no customer and Default Stock Location is from Customer Branch. 
ID: 30669JesM Photocopier – Billing engine should fail and not advance next bill date if there are no meters on the machine. 
ID: 30666JesM Photocopier – Estimate billing for child machine with base charge (or non–rate based meter) fails. 
ID: 30641JesM Photocopier – Meters with > 4 decimal places fail if line total supplied and balancing meter exists. Bad Tax Calc. 
ID: 30665Business Analysis – Selected row on Business Analysis is forgotten on refresh. 
ID: 30653General Journal – Add General Journal – Tax code description is cutting off in the Tax drop down list. 
ID: 30557Projects – Text is cutting off in Meter Type drop down list.  
ID: 30644Project Templates – Client Side Template Evaluation incorrectly uses calculated discount when hard coded value is zero. 
ID: 17929Purchase List – Search for 'From#' does not work for Vendors.  
ID: 30655Kitting – Kit is incorrectly recalculating stock prices when you change the Price Level on job. 
ID: 30621Stock – Stock | Stats – Unable to export grid data into .xlsx format. 
ID: 30646Quotes – Inverted comma in stock unit measure causes issues. Fixed not to allow inverted commas, same as Stock Code. 
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Build 5888

Improvements

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

Resolved

ID: 30640Comments – Comments grid hiding emails on some occasions.
ID: 30624Reports – Data is jumbled for some of the reports when saved in CSV format. 
ID: 30633Stock – Error message appears when saving descriptions longer than 254 characters for Manufacturing stock. 
ID: 30639Project 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: 30608Reports – Job-OnSiteSlip –  Customer Name is missing on Signature.
ID: 30579Jobs – 'Unknown Tax Code' error when you Recalculate Dynamic Kit price to match Job Total.  
ID: 30600Jobs – 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: 30410Documents – Create Similar on objects would link object to Document -1. 
ID: 30280Documents – Hint for 'Check In a Document' is incorrect. 
ID: 30599eBusiness StockFeeds – Jes service can take a long time to start if stock feed is available for processing.
ID: 30603Jim2 Update - Problem upgrading non MS client if they have previously had Managed Services licensed.  
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Build 5836

New Features

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

Improvements

ID: 30512Email – Ability to Create PO and Create Expense PO from an email, and have the email linked to Purchase.
ID: 30466Email – 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: 30521Reports – Text is overlapping in some reports when choose a different date format. 
ID: 30504Reports – Job List – Parts Spent Report displays a blank spreadsheet when there is data. 
ID: 30489Reports – Project List – Project Detailed Report – Field Std RateTF not showing 4 decimal places. 
ID: 30481Reports – Some custom invoice reports broken because kit footers don't repeat details in kit header. 
ID: 30474Reports – Cost Per Copy Report is incorrectly calculating costs. 
ID: 30493Projects – Error 'Cannot focus a disabled or invisible window' on Project screen. 
ID: 30520Project Templates – Template unable to be opened for projects with 4 or 5 year periodicities. 
ID: 30513Project Templates – Template only accepts serial name of 25 characters, even though table allows for 50. 
ID: 30469Project Templates – Error ‘Could not convert variant of type null to string’ when viewing template linked to project with missing CustRef. 
ID: 30478Job List – Customers on credit hold not showing red on a Job List  for jobs on Status Due. 
ID: 30510Lists – Change maximum number of Lists from 20 to 25. 
ID: 30499Navigate in TreeList – Projects are not sorting by Project Code in TreeList. 
ID: 30503Kitting – Can't sell Static Kits from committed jobs. 
ID: 30470Email – Multiline HTML mail macros not displaying correctly. 
ID: 30487Email – Branch not picked up when replying to emails from an Email List.
ID: 30448Quotes – Stock# Hyperlink is not working on a Manufacturing Quote. 
ID: 30291Document Preview – Add Search capabilities to the PDF previewer. 
ID: 16718Importing – Stop Contact Import Importing Multiple Primary Contacts for a CardFile. 
ID: 30480Items – 'Meter' and 'Project Type' tabs are appearing on the Item's screen. 
ID: 30475Schedule – Hint errors in Schedule. Invalid column name 'CustName'. 
ID: 30455Cheque Book – Quick Add CardFile from Cheque Book entry is putting <UNKNOWN> in Card Code field. 
ID: 30523JesM Photocopier – Total Calculated meters linked to Black/Colour meter incorrectly try to balance to linked meter. 
ID: 30518JesM Photocopier – Editing a Job removes existing objectTags 
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Build 5814

Improvements

ID: 17958Security – 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: 30279Projects – Project Templates – adding action and attempting to use immediately causes problem (with 'Save' type only).
ID: 30462Projects – Prepaid labour contract – remaining pages incorrectly worked out if block Opening Balance < Labour Opening Balance. 
ID: 30465Projects – Project Templates – deleting an action that is only linked to a template constraint tries to perform the delete in the database. 
ID: 19096Security – with Sys login, cannot delete a security group that does not have rights to delete a security group. 
ID: 30449Jobs List – 'List Index out of bounds' error on a grouped jobs list. 
ID: 30419Schedule – Job Due tasks can be resized on Schedule window. Should not allow the time period to be resized. 
ID: 30459Reports – Debtors Statement Report should use ‘Company Logo For Statements’ based on Options.
ID: 30461Email – Email Rule Execution – error message for the Action needs to be modified when a project has no Project Type.
ID: 30457e-Business Page Count – Meter reads can be submitted with decimal point values via e-Business website.
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Build 5804

Fixes/Improvements

ID: 30416Projects – Project meter information in preview pane runs slowly on larger databases with long history.
ID: 30408Projects – Project Template macros calculating incorrect values for date macros. 
ID: 30339Projects – Project Templates – 'Reassign User' should work with templates. 
ID: 30430Projects – Project list has an internal Project Type visible on the grid. 
ID: 30439CardFile List – Department label is cutting off on CardFile list. 
ID: 30433Creditors – Creditors list – unable to export data from the Creditors list in .xlsx format. 
ID: 30434Creditors – Creditors list has an internal 'CardNo' visible on the grid.
ID: 30424Debtors – Error message appears saying that P&L account requires sub-branch when saving a payment with rounding numbers. 
ID: 30422Debtors – ID: 30424 causes some more issues on second try to save payments. Saves a different payment amount. 
ID: 30421eBusiness – Order processing reverses options for 'Qty Ordered' to 'Qty Supplied'. 
ID: 30418Email – CardFile email macros not evaluating custom phone, fax and email types. 
ID: 30393Email –Sales Register – 'x-Invoice From List(Multi)' report is using 'Email Accounts' instead of 'Email Invoice' when choosing 'Auto Email'. 
ID: 30412Expense Orders – Text is cutting off in 'GL Dept' dropdown. 
ID: 30442JesM Photocopier – Incorrect purchase of zero blocks if prepaid remaining exactly equals minimum and block reorder < 100. 
ID: 30429JesM Photocopier – Missing A4 Ratio on Meter Setup causes problem for preview panel calculation. 
ID: 30413JesM Photocopier – No read on master with prepaid contract causes 'Nullable object' exception. 
ID: 30420Quotes – 'Acc Mgr' is not a hyperlink in quotes. 
ID: 30447Quotes – Stock Description' is not populating in manufacturing quotes in some cases. 
ID: 30426Reports – Dispatch report hangs when you run the report after changing the Dispatch list filters. 
ID: 30414Reports – Sales Register – 'x-Invoice From List(Multi)' report – 'Job Subtotal' is a $0 value on invoices. 
ID: 30417Schedule – 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: 30445Task List – Exception resources are incorrectly displayed in task list. These don't appear when viewing task. 
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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: 30380Projects – Project List ignores default Branch options for Lists.
ID: 30378Projects – Meter names list in project list doesn't work until list has been populated by editing a meter setup. 
ID: 30308Projects – 'Create Similar' gives message that Project Type has changed and wants to reload templates. 
ID: 30371Projects – Editing a template from template list that is already open will lock the template in 'Edit' mode. 
ID: 30370Projects – Editing a template included by another template and saying 'No' to warning message still opens template in 'Edit' mode. 
ID: 30319Projects – Ensure checks for valid Priority is case insensitive. 
ID: 30394Lists – When opening first or last object in a grouped list, it expands the group above/below. 
ID: 30406Security – Users get access to new security features by default. 
ID: 30401Exporting – Cost and Estimated Cost was not included when exporting Stock Vendor Pricing from Stock list. 
ID: 30301Reports – Irrelevant data along with Attribute Description in some reports.  
ID: 30389Reports – Fixed overlapping dates on some system reports. 
ID: 30395Reports – Fixed issue with GP on Stock Profit report. The GP was deflated by COGS value on Returns. 
ID: 30392Setups – Jim2 crashes when deleting Branches and there are GL Transactions, or Branch is used by Till. 
ID: 30388Status – Cannot add more than 64 Statuses. 
ID: 30396Debtors – Payments through web orders allows 4 decimal points which causes issues in Debtors list. 
ID: 30375Debtors and Creditors Lists – User icon next to the 'Name' field has been removed. 
ID: 30332Jobs – Location dropdown on stock grid in jobs is cutting off on some computers. 
ID: 30374Jobs – Move ‘Our Ref #’ column back into first column, as it was in version 4.0.
ID: 30325Job List – Adding MS billing job via template is not updating the Job Total when viewing job in the Job List. 
ID: 30384Purchase Orders – Ship on auto created PO is incorrect when using 'Use linked branch card as ship' option. 
ID: 30383Stock – '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.
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Build 5770

Fixes/Improvements

ID: 30338Reports – Job total on job and proforma invoice report does not match. Rounding issue.
ID: 30366Published Lists – When published list is read-only and Branch is populated, it ignores Branch. 
ID: 30295Branches – Tools > Options > Branches – New option added to use 'Ship#' instead of 'Customer#' for Default Branch. 
ID: 30293Invoices – 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: 30359Job – Stock Select (project related job) does not show project Default Stock tab if Item has no stock. 
ID: 30357Project Templates – Billing (template) can fail with unknown error when stock has min sale price somehow set to null in database.
ID: 30365Project Templates – Managed Services contracts without a CustRef# will not automatically 'Ready'.
ID: 30309Project Templates – No warning message on saving a template with blank CustRef# when set to be 'use value entered'.   
ID: 30283Project Templates – Min Sale Price shouldn’t be used when price determined by contract pricing.  
ID: 30326Project Templates – Unable to set billing jobs to 'Ready' when created using a template (with depleting stock). Warning says stock is locked. 
ID: 30356Schedule – Task creation issue – Resource allocation unticks ‘Confirmed’ in some circumstances. 
ID: 30354Debtors – Right click 'Apply to invoice' is not working when applying payments to invoices. 
ID: 30352Documents – Document List – Document Preview does not work once you double click any document and come back to list. 
ID: 30350Purchase – Serial number for sold stock is not appearing when doing 'Consign.Buy' for special stock. 
ID: 30347Reports – ‘Invalid Report Id ’ error appears sometimes when editing a report. 
ID: 30346Reports – Sales Register report slow over Jim2.Cloud. 
ID: 30225Reports – Stock Profit report duplicates Package stock cost. 
ID: 30320Help File – Unable to print Help File pages. 
ID: 30312Stock – Stock Transfer – Adding 2 or more kits from Stock Select by using multi-select will show an error window when finishing stock transfer. 
ID: 20146Stock – Stock Procurement –  'Use Purchase# for all stock purchases' is not working. 
ID: 30307Stock – Stocktake cannot find stock with spaces in the barcode when using a scanner. 
ID: 30272Stock – Picking – If Picking list is empty and you scan bin code, you receive an error message. 
ID: 30272Stock – Picking – Conversion error message when you type a large number in Qty. 
ID: 30255Stock – 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: 30253Stock – Picking – Shows warning when editing a job from job select when in Picking/Picked mode. 
ID: 30249Stock – Picking – Unable to invoice a job with only non-depleting stock when 'Auto Pick Stock' is enabled in Tools > Options. 
ID: 30228Stock – >Packaging – Attributes on Sell is not working on Packages. 
ID: 30267Stock – Kitting – Dynamic Kit not supplying stock committed on other jobs. 
ID: 30258Stock – 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: 30266Email – Email Editor Rules – Enter Template and click 'Save' won't save the Editor rule. 
ID: 19102Email – Email Editor Rules – Default Templates show Tag, but it can’t be selected.
ID: 30343Purchase – Stock serial number showing on Consign.Buy even after returning it to vendor. 
ID: 30324Purchase – Expense PO – Branch dropdown is not working. It's a text box instead of a dropdown. 
ID: 30292Purchase – Warning about not having security rights on PO when security setting 'Allow to purchase into different branches' is unticked.  
ID: 30277Jobs – Default tax code on Job is E, but when adding Special stock to job, Jim2 is defaulting to G tax code. 
ID: 30296Invoicing – Stuck on Batch Invoice screen after being warned of a customer being on Credit Hold. 
ID: 30310Sales Register – Sales Register freezes Jim2 for a month's worth of data. 
ID: 30330Projects/Contracts/Machines – >Project Meter Reads – The first actual read doesn't pick up 'opening read' as 'last read'. 
ID: 30265Projects/Contracts/Machines – Project Templates – Error appears on saving a template if you have set a constraint level, but no value. 
ID: 30257Projects/Contracts/Machines – Project Templates – Removing unit type on stock code causes templates to not open if they directly use the Unit type. 
ID: 30270Projects/Contracts/Machines – Project Templates – ‘Priority’ of more than 10 characters causes actions to crash. 
ID: 30234Reports – Tools > Setups > Stock Bins – Error on Stock Bins report. 
ID: 30236Reports – Job List – Error opening Proforma Invoice report when Customer# is missing on job. 
ID: 19047Reports – Project List – Service History by Month report shouldn’t include billing and consumable jobs. 
ID: 30259Reports – Display 'No Records found to display!' message in Stock Profit reports when no records found.. 
ID: 25146Reports – All Stock Profit reports – Stock Supplier dropdown is not showing any data. 
ID: 30336Importing – Cost and Estimated Cost incorrectly calculated in Stock Vendor Pricing import when left blank. 
ID: 30334User Interface – Jim2 sometimes does not display platform (Cloud or On Premises) correctly. 
ID: 30333Schedule – Recurring Schedule Task issue when you set start time later than end time. 
ID: 30331Documents – Closing a New Document screen can error on some systems with certain thumbnails. 
ID: 30290Documents – Users with no Documents rights receive a warning on login that they don't have Document rights. 
ID: 30304Setups – Tools > Setups > Jobs > Labour Type – Unable to edit/delete Labour type. Jim2 freezes when trying to delete. 
ID: 30204Options allows ‘SubBranch’ to be saved as ‘Blank’. 
ID: 30294GST Session – Date range is incorrect when BAS Period is set to 'Bi-Monthly' in Tools > Options. 
ID: 30273Debtors – Overdue amount should include due 'Today'. 
ID: 30247Installation – 'sa' password containing a space (and possibly other characters) causes installation to hang. 
ID: 30246Installation – Demo key not being generated when first installed. 
ID: 30177Labour/Timers – Error window appears in Timers when you right click in empty part of grid in Timer screen.
ID: 21144Attributes – Invalid dates in date attribute values can cause attribute selection to fail.  
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