System Integrator 5.2

Features and Enhancements

SI5.2 includes all updates in SI5.1 plus:

New Features

·    Product Download Search [LEARN MORE]

Search for products to download by entering a search string and/or MSRP range

·    EZ Match on Download

Match and merge products being downloaded with those already in your database

·    I/O Studio [LEARN MORE]

New tool that makes adding and editing inputs and outputs faster and easier

·    Line Item Summary View [LEARN MORE]

Quickly review the total quantity, cost and price of items in your project

·    PDM View Menu [LEARN MORE]

Quickly change the look of the PDM by using the new view dropdown. Includes improvements to the way products with accessories are displayed, improved refresh behavior, improved sorting behavior, and reduced clutter

·    Visio Schematic Wire Drop [LEARN MORE]

Wires which are already connected to a product on another drawing page (such as plan view) are automatically dropped on the schematic page in Visio when the product is dropped.

·    Export Reports to Excel [LEARN MORE]

Export reports to Excel from any of the report interfaces

·    Reports Start Page

New help page in the Navigator which will provide quick assistance on how to use the reporting capabilities of SI5

·    Delete Project [LEARN MORE]

Permanently delete projects, project files, or individual revisions from your project list and file system

·    QuickBooks Canada 2008 Compatibility [LEARN MORE]

LinkTools for Quickbooks now works with QuickBooks Canada 2008

Enhancements

Text/PDM

·    Add/Delete Items to Package in Add Package Dialog  [LEARN MORE]

Modify the contents of a package prior to adding it to a project

·    Select/Clear All for Items and Locations in Add Product Dialog [LEARN MORE]

Quickly select or clear all locations and/or products when adding items to a project 

·    Warning When Deleting an Item on a Sales Order

If you delete an item from the PDM that is on a sales order, you will receive a warning message 

·    Location and Zone Tabs First in Filter 

Faster to filter by location since this tab now appears first when filter opens 

·    Wire Information on Assign Head-End Dialog 

The assign head-end dialog shows the wire manufactuer, model, component id, location and zone, making it easier to see which wire it applies to 

·    Default Value of "Save To Master Table" Prompt is False 

When closing the product properties dialog, you will now have to click 'Yes' at the prompt to save the changes to your Master Table 

·    Product Properties Dialog Closes on Escape 

Hit the escape key to quickly close the product properties dialog in case you open it by accident 

Visio

·    Prompt When Connection is Made to a Different Device [LEARN MORE]

If a wire is connected to a device on a different drawing, and you connect the same end to a different device, you will receive a prompt asking you wish to change the connection

Reports

·    Global Report Settings  [LEARN MORE]

New Tools > Global Settings menu option in reporting center allows you to quickly change the behavior of your reports

·    Bulk Wire Termination Report 

New wire termination report that accumulates data from the Assign Head-End dialog, rather than from schematic connections. Same data as the SI4 report produced 

·    Improved Load Time for Reports in Projects 

When using D-Tools > Reports from projects, users will notice that the reporting interface opens almost instantly after opening once

·    Help Menu in Reporting Center 

The reporting center has its own help menu

·    Grid and Tree States Persisted in Reporting Center

Your project grid and reports list states will be the same the next time you open the reporting center 

MMPD

·    I/O's Included in CSV Export

Input and output data for products can now be exported to csv via the product grid

Navigator

·    Created and Modified Dates in Project Grid

Project created and last modified dates are now available in the project grid

Business Manager

·    Select All/Clear All Buttons on Revision Management Dialogs

Quickly select or deselect all products for inclusion on a change order

·    Location and Zone on Add Item Dialogs for Sales and Work Orders [LEARN MORE]

View, sort and filter by location or zone when adding items to sales and work orders 

·    Filter by Vendor for Purchase Orders in QuickLinks

When running a purchase order via quicklinks, you can now filter for specific vendors 

Bugs Fixed

Critical/Important

(2649) Images don't always appear on proposals

(2986) Sales Tax Rate and Labor Sales Tax Rate are rounded to two decimal

(3044) Metric bulk wire prices are rounded in MMPD and when added to projects

(3045) Running reports from Text does not release memory when done

(3064) Change order reports by location, etc do nothing in revision manager

(3291) Error when restoring a "server backup"

(3717) Package Discount is reapplied to equipment that is added to a sales order

(3725) Project will not open when mdb file present in project folder

(3747) Remove SOAP dependency from SI5 app

(3926) Delta Engine returns incorrect totals in some cases 

(4095) Proposals do not show all items when filtering by phase [LEARN MORE]

Admin Console

(3052) Admin console allows creation of duplicate users in edit user mode

(3077) Admin Console: Maximizing Add\Edit screen for users does not resize UI properly

(3529) Clicking on the Edit or Remove buttons in the admin console Manage Users view when there are no users causes an exception 

AutoCAD

(3058) Using Publish in AutoCAD causes error 

Business Manager

(3005) Work Order assign properties does not assign actual install hours correctly when using pro rata

(3016) Work Order grid - scrolls bar disappear when window size is too small

(3024) Saving a Sales order or Work order with different number prompts the message with old number to save

(3025) Deleting a resource doesn't refresh the tree if the resource type is sorted by group or code

(3031) Able to delete products and save the WO in readonly mode

(3033) Able to edit WO by assigning properties in readonly mode

(3034) Able to edit the SO and WO in readonly mode and save it by changing the navigator tab

(3039) Assigning resource to a work order after changing the WO number causes error

(3049) Newly created resource in other resources causes error when assigning to a new Type

(3050) Newly created resource in other resources causes error when assigning to any existing Type

(3051) Able to create a empty resource by giving space in resource management

(3094) Being forced to select/deselect inbetween reports for Work Orders

(3110) Creating a resource type when adding a new resource causes error

(3117) Estimated Install Hours are incorrect when using Assign Properties button

(3118) Cannot delete more than one item from a WO

(3119) Est. Hours gets messed up when there is Rough In wire in WO and you assign properties

(3121) Actual Install Hours wrong when Rough-In wire is in WO with other equipment when using pro rata

(3122) Work order calendar shows Actual Install Date

(3220) SO reporting PST as GST and vice versa when using Canadian taxes

(3365) Crash while adding Resources

(3523) SI 5 crashes during WO save in certain circumstances 

(3524) Business Manager - Only show work orders for selected date 

Deployment

(3530) Install: Error when adobe is not installed user tries to display Install Guide

Global

(2857) Purchase tax (Canada) not included in total tax calculation 

LANSync

(4015) Company name and default wire length do not copy on LANSync Copy Up...Copy Down

(4016) Copy Project Defaults does not include all required information 

MMPD

(2845) Packages: Hidden checkboxes for showing Items with Accessories in Visio don't reflect the settings of the parent item

(2942) Fixed labor products have phase dropdown enabled in product control

(2978) DMPI Import: Even after importing products import column in the grid is editable

(2980) DMPI Import: Able to add new products through DMPI Import

(2981) DMPI Import: Unable to import (update) existing products

(3042) Fixed labor products in product grid do not show fixed labor price

(3048) New category or manufacturer created using product control does not refresh in Administration tab

(3139) Must close MMPD to refresh the Import tab

(3261) Rounding error in packages

(4040) Autocad drawing and block mappings radio option changes to Visio stencil and shape mappings in product control 

Navigator

(2713) Disconnect from LANSync checkbox does not work

(2940) Setup utility: Leaving empty for Value column in Formatting tab prompts a message which makes the application to be closed only through Windows Task Manager

(2941) Setup utility:Empty value for length in Component Id format causes error

(2988) Navigator: Create a New project does not select the new project

(3000) Editing Project Information: Able to save Project even when End date is lesser than Start date

(3002) Setup utility: Placing the cursor onto the empty row in zone causes error

(3003) Unable to close Navigator when changes to contract percentage (in Setup) are pending

(3022) Adding Visio or AutoCAD file to an existing solution with the same name as an existing file name causes an error

(3023) Deleting all Statuses in Application setup wizard causes error in project information

(3038) Project can still be checked in if it is currently opened

(3040) Phase does not allow margin less than -100 in Navigator

(3041) Deleting Visio or AutoCAD files in Navigator causes error when the Visio or AutoCAD file is already open

(3053) Able to edit the archived project from active projects tab

(3057) Unhandled exception error event handler in Navigator doesn't not log out the network user

(3062) Restoring an archived project does not restore revision files

(3063) Creating a new revision in a restored project creates an additional zip file

(3065) Revision file is editable if project is not checked in atleast once

(3066) Import Project - Importing "In Process" Sales Order sets state to blank

(3073) Refresh Projects does not refresh with any new projects checked in by other users on network

(3076) Check out fails if navigator user account changed in same machine

(3078) Able to log in navigator with the user which is not assigned for that license

(3080) Multiple Additional Contacts cause Error when using Import function

(3093) Project Revisions editable until checked in to server

(3111) Renaming of Visio or AutoCAD files in Project Grid causes a prompt message, which is not needed when file name is not changed

(3112) Able to rename Visio or AutoCAD files in Rename File dialog, when the file is kept open

(3123) Archiving the project causes error when the Visio or AutoCAD file is already open

(3124) Get latest does not get new drawing files in solution if project file is selected

(3125) Deleting a AutoCAD or Visio file does not remove the files for other network users

(3308) Renaming of revision file in Project Grid causes a prompt message, which is not needed when file name is not changed

(3380) Archive projects removes files added with "Add a file this project" function

(3521) Close Navigator rewrites user record in DToolsUsers database and any changes made in Admin Console for user are lost

(3802) Able to delete all location types 

QuickLinks

(2897) QuickLinks "Sync" fucntion shows items in the Scan even if they match in both QB and MMPD

(2971) Quickbooks 2007 Canada: when Transferring an Estimate or Invoice with Mics Parts and Equip+- on serperate line items they come across as Exempt

(2983) Quicklinks Canada & UK: Purchase order in quicklinks doesn't save the existing products in edit mode

(3522) QuickLinks - no link indication 

Reports

(3084) Filtering reports with "Ends with" option causes an exception error

(3085) Filtering reports with decimal values does not work

(3087) Sorting in Report Definition does not work 

Revision Management

(2958) Bulk wire only showing unit price in Revision Manager

(3086) Change order report - Grand total value gets doubled

(3095) Delete unit price in Revision Management in package grid causes error

(3525) Restore / Resolve terminology issues

(3526) Business Manager - Revision Manager - Restored accessories need visibility on Revision Management screens

(3540) After a restore, package ChangeType incorrect

(3542) Rev Mgt: Item Variance Detail dialog displays the wire product quantity in foot when project measurement unit is metric

(3543) Rev Mgt: Package products Change Type displays as None for packages created through "Create New Package" option in Text

(3841) Comparing Project file with a deleted revision file causes error

(4069) Unable to open the dtl after restore is done in Revision management 

SDK

(3381) Incorrect Install Hours in SDK 

Text/PDM

(2645) Text - Project Information - can't delete top level of location hierarchy

(2712) Find and replace bulk wire does not persist the wire length

(3008) BTU does not get saved in project XML

(3028) Autofit rows does not work in Visio and AutoCAD

(3035) Prompt message has extra character (“&” symbol appears) while updating the settings from Text to Master table

(3046) PDM Text: Filtering the product by location does not show correctly

(3056) Minor difference between Labor price between Reports and Product Installed Price dialog

(3069) Refresh PDM does not always work

(3083) Type, Keyword and Location columns causes error as first column in PDM

(3099) Not able to create additional locations for the location types at the fifth location type level using “Save Details & Add New Location” option

(3100) Able to delete all Location Types in Project Information

(3101) Add Package dialog does not assign location when "products can be in different locations/zones" checkbox is checked

(3113) Filter button is released from its toggle status, when other buttons in the toolbar is used

(3114) Locations with numerical values do not assign to product and display in PDM correctly

(3136) Clear Filter option does not work correctly when filtering is done by location

(3137) Refresh groups button is enabled even when there is no grouping

(3138) Package name appears in category tab of Filter Project DataMatrix

(3166) Error deleting packages when language other than English set

(3305) Able to save location type value as null in text which causes error

(3314) Accessories icon does not refresh in PDM grid if accessories are deleted using delete key

(3527) Product Accessories are all added even when one is deselected on Refresh from Master Table

(3531) Prompt for accessories at wrong time when editing packages

(3739) Assigning location of parent via product properties dialog does not set location of accessories

(3745) Comp ID bug when adding products or packages to multiple locations

(3749) Accessory product having an accessory when refreshed displays the accessory product in PDM

(3751) Insert system does not work with the attached dtl

(3861) Error when trying to assign HeadEnd to something other than wire

(3946) Refresh from Master Table adds accessories in different place of PDM if quantity > 1 for a given accessory

(4039) Insert system does not reset sales order and work orders

(4046) PDM grid gets to collapsed state when sorting is done on a grouped field

(4047) Not able filter only the top hierarchy level in Location

(4048) Deselecting a child location in filter also deselects parent

(4068) Sorting does not work on a grouped field

(4132) Support for Component ID > 1000 

Visio

(2541) Created date in Visio title block always shows US date formatting

(3036) Disconnect and Connect wire causes error in Visio at times

(3098) Foreground pages Inserted in Visio with Insert System insert as Background pages

(3537) Dimension stencils in Visio change to inches

(3545) Wire Wizard bug when I/Os are moved after shape has been dropped on Visio Page

(4114) Doing undo in visio for connected wires cause error