New Features & Fixes in v3.6.0.0

New features:

 - AyaNova will now advise you (but not prevent you) that you have created a new Unit with the same serial number as an existing unit.

 - AyaNova will advise you if you enter in a duplicate serial number of an already exiting Loan Item.

 - Loan Item entry screen now includes six additional currency fields that are default localized to Hour rate, Half Day Rate, Day Rate, Week Rate, Month Rate, Year Rate.  These additonal fields are optional.

 - Loan Item grid now displays the additonal six currency fields so that you can see at a glance rates set for that loan item. Can also produce reports from this grid showing the rates.

 - Loans sub-screen in workorder now displays two additional fields (Rate and Rate Quantity). Quantity defaults to 1. When select a rate the Charges field is automatically updated with the Rate $ mulitplied by the Rate Quantity. You can also manually edit the Charges field - including if you do not use set rates, just enter in the Charges and leave Rate Quantity at 1.

 - Loans grid in Service navigation pane now displays three additional columns (Rate, Rate Quantity, Rate Amount) that are also accessible in the Loans summary report templates.

 - Service Workorder grid and Items grid detailed report templates now includes three additional datafields in a detailed report template so that you can identify the Rate, Rate Quantity, and/or Rate Amount of a selected Loan Item within a workorder.

WBI - loan new fields in workorder entry screen and in Loan entry screen

QBI - when importing QuickBooks client into AyaNova that has only Bill To Address, will place this address into both Physical and Postal Address in AyaNova.

PTI - when importing PeachTree client into AyaNova that has only Bill To Address, will place this address into both Physical and Postal Address in AyaNova.

PTI - when importing AyaNova client into PeachTree that has only Physical Address, will place this address into Bill To and Ship To address in PeachTree

Fixes:

Notification & Generator related:

- Messages sent to SMS devices will now come from Reply To/From email address set up in Global Settings instead of from notify@ayanova.com

- If your SMTP Server requires use of port other than 25, can now set in Global Settings field SMTP Server the smtp server name plus colon and port number. i.e. if you SMTP Server is smtp.ayanova.com and your port is 865, in Global Settings, set SMTP Server field to smtp.ayanova.com:865

- if user used "Log Out" and than logged in again, events that should result in notification now will.

Contact subgrid in Client, Vendor and HeadOffice

- when create a new contact record, the record row created will now also be the row that is highighted and ready for entry

Workorder entry screen

- can now copy text from Closed or Service Completed workorder from text fields in Parts and Labor that has been banked.

Schedule Screen

- now unable to add a new scheduled workorder item via the Schedule screen to a Closed workorder.

- no longer receive error "Object reference not set to an instance of an object." attempting to drag and drop workroder item from one user to another when Schedule screen is first screen to appear after login.

Purchase Order entry screen:

- when Drop to Client is selected, the two menu options Part requests and Restock List are no longer available for selection. Select part requests before selecting Drop to Client.

DataPortal

- when connecting via Data Portal, AyaNova will now advise you when you attempt to enter in a loan serial number that is the same as an existing loan item.

- when connecting via Data Portal, AyaNova will now advise you when you attempt to enter in a part number that is the same as an existing part.

- when connecting via Data Portal, AyaNova will now advise you when you attempt to enter in a client name that is the same as an existing client.

- when connecting via DataPortal, initiating an event that should result in a notification now does.

Security

- now if set Object.WorkorderPreventiveMaintence or Object.WorkorderQuote to Forbidden for a security group, the user of that security group won't be able to see the PM grid or Quote grid at all

WBI fixes:

- if security group is set to Read Only for a workorder subscreen, that sub-screen will now no longer show the + or edit symbol.

- security group setting for Object.WorkorderService.CloseByDate can be Read ONly or Forbidden without affecting any other field in workorder entry screen now.

- WBI client with security group of Read/Write or lower to Object.ClientServiceRequest will no longer have the Delete menu button on their menu.

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Issues Fixed in v3.5.0.0

**New Feature

- Pre-set date filters now include Yesterday and Week Previous (in addition to Today, Tomorrow, Month - Current, etc etc) so that you can create a saved filter without having to manually enter in yesterday's date in a custom filter

**Fixes

- 7 Day View in Schedule screen now uses same scroll bar at the top (instead of at the bottom) so able to continue to use scroll bar if using other than the (ALL) Schedulable User Group

- Removed Delete keymapping from Schedule screen as requires that user opens workorder item itself before deleting from menu option within the workorder entry screen

 - Fixed issue whereby it would appear that indivdual Schedule screen view for indivdual user would disappear if selected back and forth between self and (ALL)

- Now able to single drag and drop items on the Schedule screen whereas previously had to first click on to select, and than hover to be able to drag.

 - Added four new localization keys so able to properly retrieve their underlying value for filtering in the Status column in the Quote grid
- WorkorderQuoteStatusTypes.Label.Awarded
- WorkorderQuoteStatusTypes.Label.Submitted
- WorkorderQuoteStatusTypes.Label.NotAwarded
- WorkorderQuoteStatusTypes.Label.InProgress

 - Inactive tax codes now won't show in drop down selection in any of the five places in a workorder entry screen where taxes may be selected.

Note that because tax codes are used in 5 different places on the work order, if any one of those 5 places has a pre-existing inactive tax code selected all other lists in that workorder will display it in their drop downs however it will display as gray inactive text.

- Security Group jump button within User entry screen now opens the selected security group. Note this jump button will not create a new security group - use the Security Group grid to do so.

- Can now delete a workorder item created as a result of accepting a cusotmer's service request (or the entire workorder). The customer service request will revert back to the open status when the workorder item is deleted (or entire workorder is deleted)

- Erase option will no longer delete regions as per documentation

- Fixed issue in Unit of workorder that if create or edit Unit Service Type, the selected unit would appear to be no longer selected even though if exited out and back in, the selected unit would show again

- Fixed issue in Unit of workorder where unit selected would appear to no longer be selected when drop down list of availalbe units.

- Able to now delete a received part request from a workorder. Useful if although a part was requested for a specific workorder, if it was not used, can delete the request so no longer associated with that workorder

- Workorder will now notify you when there are un-ordered part requests if you are attempting to close a workorder

 -  now if add parts via workorder Part entry screen via WBI but did not accept into the Part sub-screen of the workorder by selecting the checkmark to accept, now will get error message advising you that you have to accept first before proceeding.

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AyaNova 3.4.3.0 Fixes:

Fixed: issue that would occur attempting to add records to any of the SubGrids if connecting to the database via a Data Portal connection

WBI 3.4.3.0 Fixes:

Fixed: Starting with version 3.4.3.0, you must first check-mark Service Completed if you want to check-mark the Closed checkbox in a workorder entry screen via WBI. The Closed checkbox will display gray until Service Completed is check-marked. If the security group your AyaNova username belongs to does not have Read/Write or read/Write/Delete rights to the Object.Workorder.Close , than even with Service Completed check-marked, Closed field will remain grayed.

In other words, you can not go directly to Close without first checkmarking Service Completed.

Fixed: Email addresses and web sites now display on the Client grid and the Vendor grid.

AyaNova 3.4.2.0 Fixes & Features:

PeachTree Interface compatiblity: v3.4.2.0 is compatible with the new PeachTree interface just released!

Feature: Drop down boxes when empty now show a minus sign in them when they are empty so that it is easier to identify when a field is empty, compared to when you have typed in a space.

Feature: If a task item is unchecked so it is no longer active, it will no longer be added to a workorder list of tasks. Also if a task item is unchecked so that it is no longer active, it will display in gray font in the list of selectable and/or selected tasks in the Task Group entry screen for identification.

Fixed: Merged 7 Day view via Schedule screen now shows pop-ups

Fixed: Space now normal between Contacts sub-grid and Notes and Address fields in Client and Vendor entry screens.

Fixed: issue selecting newly created Unit Model via steps outlined in http://forum.ayanova.com/Topic2747-90-1.aspx

QBI 3.4.2.0 Fixes:

Fixed: no longer receive error attempting to import an AyaNova client or vendor that does not have a primary phone number

PTI 3.4.2.0:

Features: refer to the http://www.ayanova.com/pti.htm page for details on the new optional interface with PeachTree

AyaNova 3.4.0.0 Fixes:

Fixed: Notes field in Outside Service sub-screen in workorder entry screen now back to size of label above.

Fixed: Tab order of entry screens have been updated

Fixed: popups of workorder item information via Schedule screen now show in Month and 7 Day view. DO note that if you place your mouse over the time of the item, you will get a four-sided arrow to identified that if you then click on that workorder item, you can move it. To popup the information instead, place your mouse over the wo# or other text to get the popup of info for that workorder item

AyaNova 3.4.0.0 New Features:

Drop down autocomplete feature - now in a grid drop down list you can start typing out a complete item instead of just the first letter. For example, when selecting a part in a workorder entry screen, you can type t to "jump" to the parts that start with t, and continue to type in the part number to continue to "jump" to it - very useful and timesaving if you have a lot of parts that start with the same number of letter. Another example is selecting a part from within a workorder, you can start typing in the name and it will "jump" to it - whereas before you could only type in the first charcter.

Account Number from Rate table for the rate selected is now a column in the appropirate grids (Scheduled User, Travel, Labor, etc) as well as selectable from within the report templates for those grids as well as selected for report templates for detailed Service Workorder report template

Part Inventory grid - now includes the column Active to denote if a part is checkmarked Active or not in its entry screen so that users can filter to show only parts that are active or not

Detailed Service Workorder Report Template - now includes two additional data fields in the WorkorderHeader - the Record Created and the Record Modified datafields - useful if you want to show on a report comparing when the workorder was created compared to the date the Labor was actually performed.

Client Notes -  Can now add a client note for a client by right-clicking on its name in any grid

Client Notes - Client Notes entry screen now shows client's name at the top for clarification

Client Notes - Now includes non-editable column displaying name of user that entered the client notes

Client Notes - Now has two date fields - the Note Date which is now editable so that you can enter the date the note was meant for, as well as the Created Date field which is automatically populated with the date of entry

Part Requests grid - now includes the Closed column so that you can now filter the Part Requests by closed workorders

Part Requests List via a Purchase Order - now no longer shows outstanding part requests if the workorder has been closed

Search Database Description field - the Description field will now display the workorder number and its client whether the search result is from the workorder header, workorder item or a sub-item

Unit Model column in Items grid now displays both the name and the number of the unit model

QuickFind field -  hitting Enter key on your keyboard after typing in a number will automatically attempt to open a workorder entry screen with that number. Or you can continue to use your mouse to select to open a workorder with that number or a quote or a PM

Workorder Item Status - now the Item Status shows colored just like the Workorder Status does in all of the grids where it is an available column

255 text fields now display balloons - text fields in the workorder entry screen header area (Summary, Contact, Client Ref # and Internal Ref #) now display a "balloon" of all of the entered text when you hover your mouse over. This allows you to see all entered text even if your screen resolution is not wide enough

Task order in workorder entry screen - Tasks will now display the order they were entered into the Task Entry screen. This means that you do not need to create a task pre-numbered so it sorts properly - it will display in the workorder how you entered it. Do note that you can use the sort image on the grid to sort alphabetically by the first character, but it will revert back to the way it was entered within the Task Entry screen. Do note if add to existing Task Groups that were created prior to 3.4.0.0, the sort order will go alphabetically, so you will want to remove all tasks in the task group and then set again.

Accelerator Keys - now available when in the main grid, within a client entry screen and within a unit entry screen.

//Close

Alt-X closes form or program depending on whether you're in a subscreen or not.  prompts to save, same action as clicking on close in menu.  This is enabled for every window in the program that normally has a close button on it's menu.

//Workorder

Alt-m = Preventive maintenance

Alt-w = service work order

Alt-q = Quote

Selecting these from main form pops up client selector, then workorder after client selection

Selecting these from client form opens new workorder directly with client selected

Selecting these from the Unit form opens new workorder directly with both client and unit selected

//Alt-u new unit

Works from main form or client form, in the case of client form the client is preselected in the new unit form.

//Alt-p new part (main form only)

In all cases of using accelerator keys from sub forms like client and unit, if the client or unit is newly created and not saved, or the user has insufficient rights then the accelerator keys do nothing with the exception of alt-x

QBI 3.4.0.0 New Features and Fixes:

New Feature: Preferences now includes choice of setting workorder to Closed or not after invoice is made in QuickBooks

Fixed: "Limit to list" setting now applies to Preferences selections - in that although you can type something into the drop down list, if the item you are typing in is not in the actual drop down list, QBI will not accept it. This is to prevent an error from occurring if a user types in text that is not in QuickBooks

WBI 3.4.0 Fixes and New Features:

New Feature: can now can view, can add, can print from Client, HeadOffice and Unit's Banked Service - Note that when you first create or edit a record to use banking you must save that record before you can use the ServiceBank hyperlink beside it to access it's service bank.

Fixed: Message ""The operation cannot be completed. Workorder is not saved or has broken rules" that would occur when closing a print preview for a workorder not set to Service Completed

Fixed: Issue with saving data in custom fields

Fixed: Issue with drop down lists in Head Office and Client entry screens

Fixed: Issue with Project entry screen not localizing after menu option Save

AyaNova 3.3.4.0 Fix:

Fixed: error "incorrect band type  DevExpress.XtraReports.v6.3"  would occur attempting to Save As a multiple table report template

Fixed: inability to change primary Contact for client, head office or vendor

Generator 3.3.3.0 New Features:

New feature as of January 16: Now installs as a service instead of a desktop application

AyaNova 3.3.3.0 New Features:

New feature: compatibility with Windows Vista

New feature: Head Office column now displayable in Service navigation pane grids. By default when first log in, this field is unchecked - to display it, right-click on any column heading and checkmark the column.

Can now filter by Head Office

New feature: Head Office now a selectable field in Service navigation pane grids Summary style report templates

New feature: Bill To Head Office bool field, Head Office and Head Office postal address information now selectable in Service workorder grid and Items grid Detailed style report templates.

New feature: Can now use Bill To Head Office bool field along with script to determine whether a Head Office postal address should display on a workorder Detailed style report template. New sample report templates can be found within the AyaNova Support Forum's Printing & Sample Report Templates section.

New feature: Can now create new and print a Summary style report template from within the Service Banked grid for a client, head office or unit. Do note that as the report can only be displayed for the client (or head office or unit) entry screen that is presently opened - the name of the client (or head office or unit) is not a selectable data field in the report template.

New feature: Can now create new and print a Summary style report template from within the Unit Meter Reading grid for a unit. Do note that as the report can only be displayed for the unit entry screen that is presently opened, the name of the unit is not a selectable data field in the report template.

New feature: AyaNova will now use your Regional Settings for Time format - able to use 24 Hour instead of 12 hour. (do note that report templates that are set to display time will default to using your computer's regional Settings for Time as well)

New feature: Added ability to notify if new client request has been made by a client. (Note we have on our list for future version to include ability to specify to notifiy only if Emergency is selected)

New Feature: Using latest printing engine components (note report templates made from multiple tables no longer show the Report Wizard link as Wizard did not beforeas well as is not able to allow selection of sub-tables datafields)

New Features: Using latest user interface controls

New Feature: Grids now have alternating whitesmoke color rows to differentiate from alternating rows.

New Feature: When entering a new part number, AyaNova will warn if the part number already exists in the database. This willnot prevent you from adding duplicates - just warns.

New Feature: Quantity Received column in a Purchase Order will now always default to the far left making it easier to view received amounts whereas before it may show up at the far right if previously viewing a PO that had not been ordered yet and then opening a PO that had received items.

New Feature: Now when select to open a workorder from the Items grid, that workorder item record will be shown by default instead of the first workorder item if the workorder has mulitple items.

New Feature: If a single user is selected for viewing in the Schedule screen, their name displays at the top making it easier to determine whose schedule it is for when a print out is made.

New Feature: Client column now available in Users grid in Administration that will display the Client name if user is a client

AyaNova 3.3.3.0 Maintenance Fixes:

Fixed: Previously if when moving a workorder item or copying a workorder item, if typed in an invalid workorder number, an error message would display. Now no selection unless select a valid workorder number.

Fixed: Edited Workorder Item grid within the Workorder entry screen so that if Service Notes field is in other than first column position, it changes it max size so that when typing, the field stays within the workorder entry screen.

Fixed: For consistency, removed the Exit menu option from additional entry screens as had previously done with Workorder entry screen - less menu options for user to accidentally select when can use the X in upper right hand corner to close if not saving.

Fixed: Addressed error that would occur if attempted to filter by User Type column in Users grid in Administration navigation pane

Fixed: Added that if you un-checkmark all columns from showing in a grid, that one column stays check-marked regardless - so that you can go back in and re-select columns to show.

Fixed: New Infragistics update allows use of scroll wheel on mouse in drop down grid controls

Fixed: New Infragistics update allows emptying of date field in Client -> Contract Expires field, Head Office -> Contract Expires field, Project -> Date Completed field.

Fixed: Contract Expiry Date now enforced in workorders for Client including if have Head Office that has the contract

Fixed: Part Inventory report now displays all serial numbers in report, not just first listed

Fixed: Inactive workorder statuses now no longer show as selectable if not previously selected.

Fixed: Adding a new Shipper via the Ship Via jump button within a workorder item will now repopulate after adding the new shipper so no need to exit out of the workorder and back in to be able to select the Shipper from the drop down list.

Fixed: Issue where Schedule screen scroll bar at bottom “locks” after moving between different Schedulable Users

Fixed: Issue where bottom scroll bar in Labor, Parts etc (sub-screens of workorder) may disappear

Fixed: Issue where if you moved the first column that was sorted to the second column that the "sort" image stayed with what was now the second column instead of moving to what is now the first column.

Fixed: Within Memo entry screen, displays amount of time ago the message was sent correctly

Fixed: removed Merge/Separate menu option that is not relevant to Schedule screen when 1 Day or 5 Day is selected.

Fixed: Actual Created By and Last Modified By username now displays as username instead of internal database ID number in report from Search Database

Fixed: Removed filter image on Service Date (relative) column in Service grid as this column is not filterable

WBI 3.3.3.0 New Features & Maintenance Fixes:

New feature: compatibility with Windows Vista

New feature: WBI for client login now shows Workorder Summary column when viewing list of workorders

Fixed: Now able to save selected Workorder Item Type in workorder item

Fixed: If have set Use Inventory = False via Global Settings, workorder entry screen now opens correctly, and allows correct selection of Parts (do note that you must reboot the WBI Server completely if changing the Use Inventory settings before they will affect users logging in via WBI)

Fixed: Client with Contract that restricts to selected rates only now applied via WBI - only specified rates appear in drop down selection for that client.

Fixed: Deleting a loan item record in a workorder no longer results in error

Fixed: Printing a report via IE6 now displays any images due to the latest version of the printing component now included with the latest version of WBI and AyaNova

AyaNova 3.3.0 New Features:

Compatibility with new optional interface WBI 3
 - added new features for compaitiblity with WBI

Customer Service Requests
- added new Customer Service Requests grid accessible via the Clients navigation pane
- Please refer to the latest revision of the AyaNova v3 Manual for details on use with the optional web browser interface WBI

Parts grid
- added Notes field as selectable in summary report templates

Part entry screen
- added printing of report templates from within part entry screen

User entry screen
- now allows creation of client/head office user login - refer to the WBI Manual for instructions to configure a client/head office for login using the optional add-on WBI (web browser interface)

Memo
- Message datafield now selectable in summary report template
- Added ability to print an individual memo from within the memo entry screen

Unit entry screen
- Added ability to select report templates from within the Unit entry screen

- ability to print out Unit Meter Reading for that unit (open Unit Meter Reading grid and create summary report template for this grid)

Unit Model entry screen
- Added ability to select report templates from within the Unit Model entry screen

Notify Subscriptions
- if a user is set deleted or set to inactive, their notification subscriptions are automatically deleted from the database

Do note that full Vista compatibility is not yet avaialble - we are guess-timating release of Vista compatible files in late December / January ETA depends on a number of factors including other components that are used with AyaNova that we have to ourselves wait on updates for.

WBI 3.3 New Features

- please refer to the Online WBI Manual from http://www.ayanova.com/wbidownload.htm for details

QBI 3.3 New Features:

- Description field from AyaNova workorder part will now be imported to QuickBooks invoice unless the Description field is empty or has exact same text as serial number field.
- If an object in QuickBooks is set to inactive, but was previously linked to an object in AyaNova, QBI will now advise you at start up and ask whether to unlink or not.
- If an AyaNova client has only one address (physcial or postal), when imported into QuickBooks, the one address will be imported into both Ship To and Bill To
- now compatible with QuickBooks 2007

AyaNova 3.3.0 Maintenance Fixes:

Workorder entry screen
 - Addressed an internal code issue. When 3.3 is first logged in solely by the AyaNova Administrator, it will reset all user's workorder entry screen height, width, etc. User's on first login will reset and this will be saved for the next time they open a workorder entry screen.
 - Outside Service Shipped By vendor list now displayed alphabetically
 - included code to account for users with screen setting size of 120dpi
 - if part request has been placed on PO but not yet ordered, user can delete part request which will delete from PO as well as from workorder.

Shortcut selection to create new workorder
 - Addressed issue whereby if right-clicked on blank serial number field in grid would previously result in error - because no unit was identified. Now shortcut to create workorder or PM will not display unless unit is present

Vendors grid
 - Addressed error that would occur if selected to filter by specific vendor in Vendors grid

Contact entry screen
- Addressed Key Not Found error that would occur if screen-size of monitor in use resulted in exception in the Form_SizeChanged method on form load

Schedulable User Groups entry screen
- Addressed Key Not Found error that would occur if screen-size of monitor in use resulted in exception in the Form_SizeChanged method on form load

Task Group entry screen
- Addressed Key Not Found error that would occur if screen-size of monitor in use resulted in exception in the Form_SizeChanged method on form load

Part entry screen
- Addressed issue where if selected the Alternative Wholesaler jump button, it would open the selected Wholesaler instead

Tax Codes subgrid
- Only tax codes that have not yet been saved to the database can be deleted

Purchase Order entry screen - Parts Request List
- now correctly displays all columns identifying part request in list

Notify Subscription Deliveries
- edited so maintains log of last seven days instead of last 30. 30 days of logs adds to database size needlessly, and 7 days provides enough minimum amount of time to check log if experiencing an issue.

Issues Addressed in v3.2.7

- Inventory

Columns in Parts Request List via a Purchase Order now show all columns.

Columns in a ReStock List via a Purchase Order now show all columns.

Issues Addressed in v3.2.6

-         Search Database

o       New entries into Banked Service Description text field now will display in Search Database. Previous entries were not indexed.

o       Text entries in Misc Exp's Summary and/or Description fields will now display in Search Database.

o       Text entries in Unit Service Types grid will now display in Search Database

o       Text entries in Unit Schedulable User Groups text fields will now display in Search Database

o       New entries into Outside Service text fields now will display in Search Database. Previous entries were not indexed.