Release Notes Infor VISUAL CRM 6.5.

00160 April 2011

NOTE: After the February 2011 release, future maintenance releases will include defect repairs only. About These Release Notes: The table below includes all changes, along with Infors internal tracking number for the change, the Incident number (if applicable), a description of the change, and the date of the build in which the change first appeared. Task # Incident # 4322722 4361109 4477468 Defect# 302127 305003 307196 Description An issue with filtering History by Sales Rep displaying all records has been resolved. Invoicing will now process without error on the last day of the month. Users can now see all associated task records with contact information when columns are added from the contact table to the task grid. A work around has been made to address the issue of emails sent by an external application getting stuck in the Outlook outbox. This issue is caused by Microsoft changing the way Outlook handles the MAPI spooler. Build Date 4/2011 4/2011 4/2011

4370739 4483018

307481

4/2011

Task #

Incident # 4481781

Defect# 309230

Description The opportunity current stage ID now reflects the sales plan that is currently active, bringing opportunities in line with what is displayed in the pipeline charts. The upgrade utility will modify the opportunity current stage ID as follows: If a sales plan has been entered but, an activity has not been started, the current stage ID will be Null. If a sales plan activity has been started, the current stage ID will be changed to the started sales plan ID. If a sales plan activity has been started and completed, the current stage ID will remain the current sales plan ID until a new activity has been started. If the opportunity status has been set to Closed or Lost, the current stage ID will be set to Null. The system no longer displays a business object error in date fields when accessing Crystal Reports from the Report menu. ENHANCEMENT You can specify a Rate Per value, Markup Percentage, and Fixed Charge for each expense ID in General Codes Maintenance. When you select the expense ID on the Expense tab in Service Orders, the system inserts the values associated with the expense ID on the tab. The system inserts the value you specify for Rate Per is inserted in the Unit Price column, the value you specify for Markup Percentage in the Markup % column, and the value you specify for Fixed Charge in the Markup $ column.

Build Date 4/2011

4483428 2058393

310759 245704

4/2011 2/2011

Task #

Incident #

Defect#

Description

Build Date

2086196

244806

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

2/2011

Task #

Incident #

Defect# 283373 283588

Description ENHANCEMENT CRM is certified with Office 2010 ENHANCEMENT CRM is certified with Windows 7 64-bit. If a user creates a new customer order from a selected account and there is an existing customer order with the same id as the account, the customer order entry window will populate the existing order and not the intended customer id for a new transaction. The non-functional Change Password push button from the Permissions window has been removed. Opening the Inbox subsequent to opening an Opportunity detail window no longer produces an error. CRM no longer closes subsequent to locking the PC with a Call detail window open. The Drawing ID now transfers over to Fixed Quote to Order. Quote lines with blank commission percentages now covert to an order. Contracts have been added to the relationship list for selection in App Builder. An issue where the selected contact id was disappearing on selecting a contract whose contact was not associated with the account of the contract has been resolved. The email history window now properly populates the selection window for associated relationship IDs to an event. The parent/child relationship between Calls and their history child windows have been resolved Customizing columns in the Quote line grid no longer produce an error.

Build Date 2/2011 2/2011 2/2011

3352989

246703

2484509 3769886 3717300 3821049 3948978 3952436 3970427 3970928

246236 275036 275107 281135 282029 281965 282871

2/2011 2/2011 2/2011 2/2011 2/2011 2/2011 2/2011

3983731 4016071 4072738

282781 286231 287126

2/2011 2/2011 2/2011

Task #

Incident # 3953900 4108990

Defect# 289166 289709

Description The Contact drill down no longer randomly disappears in the CRM calendar window. Creating a multiple day event appointment with the All day event checkbox selected no longer produces an incorrect display in the calendar. An incorrect error no longer appears if processing could not find a valid invoice report. A Null value error no longer occurs when inserting a quote line with no Part ID into an existing quote. An issue where the add user icon was enabled on initial startup of CRM has been resolved. Selecting it would produce an error. An issue with creating a customer from an account has been resolved. The CUSTOMER.OPEN_DATE field is the current date and not equal to the V_ACCOUNT.OPEN_DATE. In quote lines, an end of file error when canceling an MPC configuration has been resolved. ENHANCEMENT Users can now insert quote lines between existing lines. The Estimates grid now properly displays records for Accounts without Customer IDs. An issue where invoking the Contacts grid was resulting in error has been resolved. On selecting a Part ID on a Quote Line, the associated customer part ID now populates its grid column. A contacts other phone now syncs to the Outlook contact. The Part ID field in the Service Order header now accepts 30 characters.

Build Date 2/2011 2/2011

4132576 413357 4147569

290912 291412 291733

2/2011 2/2011 2/2011

4145927

292083

2/2011

4004148 2326000

284305 248698

2/2011 7/2010

3780229 3781608 3733273 3800380 3808185

271332 272667 272691 272701 273050

7/2010 7/2010 7/2010 7/2010 7/2010

Task #

Incident # 3805807 3805685 3813186 2799715 3819187 3829968 3874823 3836142 2653137 2656916 2550148 2662976 2661089 2663713 2664510

Defect# 273053 273054 273359 273483 273752 274493 274651 277635 245708 245435 245247 246646 246892 247430 248137

Description Users can now create a default Order Line view. Advanced sort now offers all available grid columns. An issue where saving email to history was randomly producing more than one record has been resolved. An issue where all calls were displaying upon selecting My Open Calls has been resolved. V_ACCOUNT.ACCT_TO_CUST date time stamp now properly populates when converting an account to customer. The Actions menu command data field now accepts up to 254 characters. An error now properly appears when converting a quote with an obsolete part on one of its lines to an order. Adding an activity to an existing Opportunity sales plan now properly saves. The Sysadm user can now view user's history records marked as private. CRM Installation now correctly registers ctdate.ocx Non-Outlook email no longer produces random "Client Operation has Failed" errors on opening an email item. An error no longer occurs when attaching more than one contact to a Quote. An issue where selecting the Exit menu did not close the Part View panel has been fixed. An error no longer occurs when deleting a contact from a quote. Performance has been improved when invoking the part look up list within the Quote detail window.

Build Date 7/2010 7/2010 7/2010 7/2010 7/2010 7/2010 7/2010 7/2010 4/2010 4/2010 4/2010 4/2010 4/2010 4/2010 4/2010

Task #

Incident #

Defect# 244498

Description An error 92 issue no longer occurs in the Contact Wizard window upon selecting the contact for existing account radio button when there is no pre-defined account. ENHANCEMENT App builder is now unlocked for all users, but users can only select relationships to those areas for which they are licensed. ENHANCEMENT A new Site ID field has been added to the Appointment window. Use this field to designate the account site associated with the appointment. ENHANCEMENT A new Site ID field has been added to the Calls window. Use this field to designate the account site associated with the call. Users can now select all available fields from the V_ACCOUNT table within the Customized Columns window.

Build Date 4/2010

2326551

SM0000008779 SM0000009559

2/2010

2403909

2/2010

2430367

SM0000009852 SM0000005367 SM0000005461 SM0000008392 SM0000009726 ERPVP0000112820 ERPVP0000112834 ERPVP0000112844 ERPVP0000112845

2/2010

1973324 19181297

2/2010

2247656 242232 2622512 2626143 2626796

Processing will now properly display an error dialog box if an error occurs when converting a quote to an order/estimate. Users can now change a Calls status from Closed to allow for further processing. The sort order of a Quote Line tables user defined field list has been repaired. During login, CRM will now search for the associated login users Salesrep ID and maintain its value for security purposes. Processing now properly updates the Customer honorific fields with changes made to its associated CRM Account primary contact. If a primary contact is deleted from CRM, processing will now remove the primary contact from its associated VISUAL

2/2010 2/2010 2/2010 2/2010 2/2010

2626811

2/2010

Task #

Incident #

Defect#

Description Customer.

Build Date

2632160

ERPVP0000112896 ERPVP0000112840 ERPVP0000112904 ERPVP0000112923 ERPVP0000112924 ERPVP0000112932 ERPVP0000112938 ERPVP0000112941 ERPVP0000112956 ERPVP0000112967 SM0000011150 ERPVP0000112996 ERPVP0000112998

2626769 2631793 2635235 2637228 2638290 2636447 2636425 2640882

CRM no longer produces a runtime error upon opening an Appointment in the case of regional Language setting, English (UK). All CRM features are now properly listed in the Installation. After saving changes in the Quote grid, the cursor now returns to the first record in the grid. An error that occurred when running reports has been repaired. Grid combo boxes now properly drop down and populate for the selection. A ctdate.ocx 339 error no longer occurs when invoking the calendar control in CRM. An error that occurred when creating a new view based on a sort order created from the grid has been resolved. A Calls Resolution no longer randomly saves twice for delinquent accounts. An issue where the tool-tip randomly displayed !Locked when mousing-over the Lookup drop down has been resolved. A runtime error 91 no longer occurs when entering Account Types within the General Codes Maintenance window. On task reminders, the default button is now Snooze instead of Dismiss. An error no longer occurs within the Part Lookup when users maximize the part lookup window and then select a new field from the Customize Columns window. The Navbar tabs Mail checkbox now displays its correct permission value.

2/2010

2/2010 2/2010 2/2010 2/2010 2/2010 2/2010 2/2010 2/2010 2/2010 2/2010 2/2010

2550931 2645846

2645252

2/2010

Task #

Incident # 2528377 618385 618384 2096955

Defect# SM0000010860 ERPVP0000104852

Description Terms window field-level security will now comply with the node Field permission settings from which it is invoked. ENHANCEMENT Users can now create and invoice contract billing events. For more information, please refer to Chapter 27: Contracts and Chapter 30: Invoice in the Infor ERP VISUAL CRM Users Guide. ENHANCEMENT Users can now invoice billable calls. For more information, please refer to Chapter 23: Calls, Chapter 25: Calls & Issues in a Unified Interface, and Chapter 30: Invoice in the Infor ERP VISUAL CRM Users Guide. ENHANCEMENT Users can now customize columns in the Part look up window. In the Part look up window, right-click and select Columns/Customize Columns.

Build Date 2/2010 12/2009

2519288

SM0000010758

12/2009

1988134 2477655

ERPVP0000105518 SM0000010332

12/2009

SOA

Select the fields you would like to use from the Available fields list, and use the Move buttons to customize the column order. 12/2009 ENHANCEMENT For compliance with SOA changes, the field V_ACCOUNT.IS_LEAD has been
9

Task #

Incident #

Defect#

Description added to the CRM schema along with an editable field in the Account window and grid. This field will further determine the classification of its opportunity record. For more information, please refer to Chapter 6: Accounts and Chapter 15: Opportunities in the Infor ERP VISUAL CRM Users Guide. V_CONTACT.SALUTATION has been added to the schema. Changes to primary contacts salutation from the Account or Customer window will now update to the associated CRM contact record. In Email Save History, an issue where the user wasnt properly notified if an email recipient was not a CRM contact prior to creating history records has been resolved For Oracle users only, an issue where import users were listing objects other than VM Users has been resolved. My Orders and My Shipments no longer display all records. Upon savings a sales plan, users are now prompted to create a task when Prompt is selected in the Opportunity tab of the Sales Options window. An issue where selecting the x button from the email grid was not closing the grid and displaying the CRM Today window has been resolved. An issue where the CRM calendar window was not properly refreshing after deleting an appointment has been resolved. For SQL Server users only, an error issue on successively deleting customer in VISUAL has been resolved. CRM Estimates and Estimate line records now display for those accounts not linked to a VISUAL customer. An issue where CRM Service orders were sometimes opening with an error has been resolved. When creating a quick task from a history record, users can now select how the

Build Date

2368669

ERPVP0000111615 ERPVP0000112228 ERPVP0000112289 ERPVP0000112333 ERPVP0000112343 ERPVP0000112360 ERPVP0000112377 ERPVP0000112273 ERPVP0000112337 ERPVP0000111627 ERPVP00001-

12/2009

2507631

12/2009

2503672 2525784 2529875

12/2009 12/2009 12/2009

2532719

12/2009

2535853 2442079 2528376 2347630 2410562

12/2009 12/2009 12/2009 12/2009 12/2009

10

Task #

Incident #

Defect# 11791

Description quick task relates to another record. Options are: No Relation, Default (current record), or the history/task relationship ID or type. In the Tab tab of the Permissions window, an issue where changing tab settings to a User type was not properly saving to associated users if the Update all associated users to these settings was checked has been resolved. An issue where Boolean fields were not available on re-initializing grid layouts has been resolved. The Sales Rep window is now repainting itself after exiting a lookup window. In the Order Line grid, users can now filter on User Defined fields. An issue where attaching an existing Estimate to a Quote would not properly display for that Quote has been resolved. For the Microsoft Office 2003/MPC 4 option only, an issue where MPC was not properly working for this installation option has been resolved. Filtering issues within the Estimates grid have been resolved. Quick tasks now always auto-populate the Account and Contact fields. For Microsoft Office 2003 clients, the 365 error has been resolved. For Sqlbase 9.0.1 users only, after converting a quote to an order, the orders specifications now display properly. An issue where My Tasks were at times showing all records has been resolved. Creating a history record from a task no longer produces an error. The focus now properly returns to the

Build Date

2532687

ERPVP0000112359

12/2009

2420688 2046316 1926032 2174111 2284470 2555299 2554980

ERPVP0000111905 ERPVP0000110257 ERPVP0000111264 ERPVP0000112471 ERPVP0000112476 ERPVP0000112486 ERPVP0000112614 ERPVP0000112627 ERPVP0000112650 ERPVP0000112654 ERPVP0000112664 ERPVP-

12/2009 12/2009 12/2009 12/2009 12/2009

2257859 2586727 2586567 2593516 2595591 2590007 2607885

12/2009 12/2009 12/2009 12/2009 12/2009 12/2009 12/2009

11

Task #

Incident #

Defect# 0000112732 ERPVP0000112733 SM0000010454

Description Account window when exiting a child grid. The Carrier ID drop-down list now displays in the same sort order as VISUAL. In some cases, certain user permissions prevent the direct launching of VISUAL via CRM Back Office. Users can now instruct CRM to open Back Office modules indirectly through the open process of the VISUAL .vmx files. To instruct CRM to open Back Office modules indirectly, select the new Launch VM using .vmx file check box on the Settings tab in the Options window.

Build Date 12/2009 9/2009

2608458

2360215

SM0000009107

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

9/2009

12

Task #

Incident #

Defect#

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

Build Date

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

13

Task #

Incident #

Defect#

Description window will not be applied to the current email. A new Calendar Tab in the Options dialog box allows users to define the appearance of the calendar.

Build Date

2461313

SM0000010169

9/2009

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

14

Task #

Incident #

Defect#

Description would like to use for the start time and end time of appointments in the Time Scale field. Your choices are 5, 10, 15, 30, and 60 minutes. For example, if you choose 5 minutes, an appointment could start at 10:10 and end at 10:45. If you choose 10 minutes, an appointment could start at 10:10 and end at 10:40. Users can now select an application created in the App Builder in the Relates To field in History Detail, Task Detail, and Email Contact options. Users can drill down from these windows to the App Builder. If a task is completed within the Task grid and saved, processing will create a corresponding history record. A navigational error no longer occurs when the user selects a new view via View Manager window multiple times. An issue where new task creation was not creating a history record as been fixed. In the Mail tab of the Options window, as issue where the profile was not displaying the correct email options for selection has been fixed. The online books now properly open when using Adobe Reader version 9. Users with read-only access can no longer modify user defined fields within the Contact detail window. In the history grid, an issue where contact email column was not displaying the correct email address of the associated contact has been fixed. Duplicate records no longer display within the App builder module. An error with customizing columns within the Quote grid has been resolved. An issue with the Estimates child grid where displaying duplicate lines for a

Build Date

2493943

SM0000010528

9/2009

995059 2045395 2438791 2322586

ERPVP0000109058 ERPVP0000110336 ERPVP0000111926 ERPVP0000112014 ERPVP0000112019 ERPVP0000112061 ERPVP0000112064 ERPVP0000112065 ERPVP0000112078 ERPVP00001-

9/2009 9/2009 9/2009 9/2009

2449112 2473092 2468133

9/2009 9/2009 9/2009

2474061 2477651 2477901

9/2009 9/2009 9/2009

15

Task #

Incident # 2493207

Defect# 12088 ERPVP0000112142 ERPVP0000112143 ERPVP0000112150 ERPVP0000112157 ERPVP0000112160 ERPVP0000112170 ERPVP0000112176 ERPVP0000112184 ERPVP0000112210 ERPVP0000112276 ERPVP0000112309 SM0000010561 ERPVP0000108948 ERPVP-

Description selected Quote has been fixed. In Quote detail, the Sales tax group id is no longer populated in the Sales Tax Group ID data fields for tax-exempt customers. In Accounts detail, if the tax exempt checkbox has been selected then the Sales Tax Group ID data field is cleared and grayed out. In the Binary Utility, the system now processes all tables correctly when selecting the All check box. An issue where users were unable to attach Estimates to Quotes is fixed. Users can email multiple contacts from the App builder grid. Sql Server 2005 performance has been improved when invoking specific CRM modules. In the Estimate Line grid, users with readonly access to the Estimates object can drop down to detailed information from the Qty Detail column. When saving history in the Email grid Saving History, the from contact is no longer missing information. When processing Quote to Order, an issue where a null ship to address number was saving to the Customer Order as 0 rather than a null value has been fixed. In Contacts, the Position field allows values outside its general list. History records now properly save with a date/time stamp. The save process now properly notifies users the reason a material line item has not issued. In the Defaults window, Help Desk tab, the Assign to lookup by User vs. Employee has been fixed. An error that occurred when copying more

Build Date 9/2009

2493845

9/2009

2490192 2494288 2492755 2474701 2461861

9/2009 9/2009 9/2009 9/2009 9/2009

2500277 2497360

9/2009 9/2009

2519098 2524566 2499252

9/2009 9/2009 9/2009 6/2009 6/2009

2109303

16

Task #

Incident #

Defect# 0000110555 ERPVP0000111407 ERPVP0000111423 ERPVP0000111476 ERPVP0000111545 ERPVP0000111565 ERPVP0000111637 ERPVP0000111676 ERPVP0000111620

Description than one contact has been fixed. The Won/Lost reason type drop-down displays both the Code and Description columns. The error 91 that occurred when creating a new contact for an existing account from the Calls window has been fixed. In the Account window, Accounting tab, users can no longer edit fields without proper permissions. In the Application Builder window, the contact field no longer retains the value of the previous record when creating a new record. A run-time error no longer occurs when saving changes made to columns in the Contacts, Tasks, Calls and App builder grids.

Build Date 6/2009 6/2009 6/2009 6/2009

2300023 2326275 2335760 2345273

2359238 2345602 2383898

6/2009

2310981

2370132 2370249 2373602 2385879 2391754

ERPVP0000111621 ERPVP0000111622 ERPVP0000111635 ERPVP0000111677 ERPVP00001-

If a user changes the VM contact phone number, the associated Account business phone will update to the changes depending on the Defaults window Contact tab Update account business phone, fax and web with changes made to its primary contact setting. In the Contact window, the drill into Reports to has been fixed. In the Drill bar, an issue where the far left icon was randomly out of sequence has been fixed. In Task and History, an issue that occurred when the Relates to field is related to a competitor has been fixed. In Service Order, users will no longer be able to select a Part ID that is flagged as Obsolete. In the Orders child grid, orders are now properly filtering on the selected parent

6/2009

6/2009 6/2009 6/2009 6/2009 6/2009

17

Task #

Incident #

Defect# 11702 ERPVP0000110552

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

Build Date 6/2009

931375 2196213

1824655 2455446

ERPVP0000108707 ERPVP0000110863 ERPVP0000109391 ERPVP0000110290 ERPVP0000111012 ERPVP0000111442 ERPVP0000111281 ERPVP0000111530 ERPVP0000111566 ERPVP00001-

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

6/2009

2228945 2279724

A random 327 error that occurred when a user sent an email from the History grid has been fixed. Invoice processing now defaults the Bill-to address to the Sold-to address if it is null as standard VISUAL Invoice processing would do. When updating an existing contact with a different account, the contacts business and fax phone numbers will be replaced if Update account phone/fax is flagged in Defaults window, Contact tab. Users can now send emails from the history child window of an opportunity when no history records exist yet. The quote line no longer resets the unit price given the Defaults window-Quote tab Re-evaluate unit prices was set to Never. The history child grid now shows email history records for its parent contact that is unlinked to an account The Accounts/VAT tab no longer randomly disappears when the users tab

6/2009 6/2009

6/2009

2280947 2343771 2354258 2370083

6/2009 6/2009 6/2009 6/2009

18

Task #

Incident # 2379283

Defect# 11663 ERPVP0000111682 ERPVP0000111684 ERPVP0000111711 SM0000008607 SM0000008629 SM0000009203 SM0000009261 ERPVP0000110915 ERPVP0000106318 ERPVP0000106946

Description permissions changed. In the Contact Detail report, the contact name information now appears even if any of the three fields, Honorific, First Name or Last name, are null. Email history now saves if the email address has a space before or after it. In the Application builder, users with readonly access can no longer modify the account ID. Part has been added to the custom report menu selection. Users can now create and print custom reports for parts.

Build Date 6/2009

2323756 2393493 2304529 2310672

6/2009 6/2009 6/2009

2370226 2373679 2208482

In the Task window, users can now drill down to a Contact. Users can now create a quick task from a history item. An L100 issue no longer occurs when a user invokes more than one instance of a VISUAL application from CRM. In the Call Issue window, if a user updates only the comments field within the Resolution tab, the save process will now properly update the Call Issues last modified date Users can now set a default value of a Quotes status once it has been converted to a Customer Order.

6/2009 6/2009 6/2009 6/2009

817598

6/2009

968803

ERPVP-

The mouse display of the bottom three

6/2009

19

Task #

Incident #

Defect# 0000108898

Description links within a grid has been changed from an I-beam icon to the standard pointing finger icon. In the Email window, if the user presses the Enter key within the contact field, the system properly fills in the information as it would if the Tab key was pressed. Sending an email with greater than one contact will now properly create history records. Users are now able to enter or select a null value within a constrained to list user defined field. Account name and address fields with values greater than the size of the datafield now display the value from the first character. The History grid now properly displays all records if fields from the CONTACT table were selected. In the Contact window, an issue where subsequent to selecting an address the values would not properly populate within their associated data fields has been fixed An issue with adding an address record from an Account has been fixed. An error upon user saving changes to a user type with the Update all associated users to these settings checked and there are no users assigned to that user type has been fixed An issue with drilling into VMFG grids has been fixed. Quote header comments and specifications are now copied over to the VMFG Estimate upon converting a quote to an estimate. Added Account: Salesrep ID column to the Quote, Customer Order, Customer Order Line, Estimate, Estimate Line, Shipment and Shipment Line grids. The Account lookup description has been modified to display both the Account ID

Build Date

1993210

ERPVP0000110005 ERPVP0000110006 ERPVP0000111244 ERPVP0000111527 ERPVP0000111729 ERPVP0000111751 ERPVP0000111754 ERPVP0000111756 ERPVP0000111790 SM0000009348 SM0000009646 ERPVP00001-

6/2009

1993185 2279826 2346505

6/2009 6/2009 6/2009

2399557 2401626

6/2009 6/2009

2405639 2404901

6/2009 6/2009

2412761 2392739

6/2009 6/2009

2413529

6/2009

2279724

6/2009

20

Task #

Incident #

Defect# 11442

Description and the Accounts business phone number. When updating the complete date in a task related to an opportunity stage ID, processing will now update the associated opportunity stage ID and create a subsequent task if flagged to do so. In the Orders grid, users can drill on the Order ID vs having to double-click on the grid row. A second blank history record is no longer created when saving e-mail history. A 3265 error no longer displays upon changing calendar views. An invoice processing issue no longer occurs if the Sales Tax Group ID and Sales Tax ID combined are greater than 25 characters. In the Receivable grid, the grid no longer shows all records upon creating an advanced view filtering on Account Territory. In the Receivable line grid, the grid no longer shows all records upon creating an advanced view filtering on Account Territory. In the Orders grid, the grid no longer shows all records after adding or removing a column within Customized Columns. In the Contract Item detail window, User tab, user-defined fields now display properly. In the Service Order detail, Materials tab, if the Service Order has not been invoiced then the following grid columns will be editable at all times. Unit Price Discount Percent Sales Tax Group Id (if not VAT enabled) Bill Revenue GL Account ID VAT Code (if VAT enabled)

Build Date 6/2009

2350906

ERPVP0000111537 ERPVP0000111758 ERPVP000011181 ERPVP0000111816 ERPVP0000111848 ERPVP0000111864 ERPVP0000111865 ERPVP0000111881 ERPVP0000111888 ERPVP0000111894

2406573 2415092 2418081 2416232

6/2009 6/2009 6/2009 6/2009

2426914

6/2009

2061768

6/2009

2425656 2427656 2430686

6/2009 6/2009 6/2009

21

Task #

Incident # 963428

Defect# ERPVP0000108884 ERPVP0000111555 ERPVP0000111899 ERPVP0000110037

Description The reminder time within the Task grid will now display the short date and time (AMPM or military) in accordance to the local regional format The Start and End time columns within the Appointments window now behave in accordance with the local regional time format (AMPM or military). In the Parts detail window, the GP% now calculates properly in the event of multiple shipment transactions. In the case of upgrading a database platform from SQL Base, the binary information may contain null characters throughout. A new utility, Fix Binary Utility, is available in the Utilities Nav bar menu and accessible to sysadm only. The utility defaults to correcting all areas, but users can isolate areas to address. Processing in this utility removes all of the null characters from the binary information and saves the new information to the database. Detailed process information is provided within a log file specified prior and subsequent to processing.

Build Date 6/2009

2356764

6/2009

2420709 1956715 2436447

6/2009 6/2009

22

Task #

Incident #

Defect#

Description

Build Date

n/a

n/a

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

3/2009

23

Task #

Incident #

Defect#

Description

Build Date

1885689 1932145

ERPVP0000105942 ERPVP0000109747 ERPVP0000109789 ERPVP0000110178 ERPVP0000110483 ERPVP0000110680 ERPVP0000110681 ERPVP0000110686 ERPVP0000110693 ERPVP0000110808 ERPVP-

2032439 2094296 2138093

CRM no longer randomly shuts down when user locks and unlocks computer or returns from another application. Pipe line tools now work properly. Both the goal value and the achieved value are displayed. Sales plan stage now properly updates in the Opportunities grid and the Opportunity as the tasks are completed in the Sales Plan. View Mgr now creates views with Sort Order. Adobe 8 now properly opens documents with spaces in their file path. Service orders based on contracts now populate the revenue account IDs with the default value based on the associated contract. An error no longer displays when adding contact fields to the History grid. An error no longer displays when invoking the Quote Lines, Order Lines or Estimate Lines grid from Backoffice/Parts. A mail merge issue for Office XP users has been resolved. Tasks drilled from Account grid now properly display. An error no longer displays when adding

3/2009 3/2009 3/2009

3/2009 3/2009 3/2009

2151191 2151800 2151189 2183629 2184568

3/2009 3/2009 3/2009 3/2009 3/2009

24

Task #

Incident #

Defect# 0000110812 ERPVP0000102492 ERPVP0000110720 ERPVP0000109764 ERPVP0000109806

Description tasks related to accounts in Accounts grid. The Customer Order Line grid now displays the correct Promise dates and Desired ship date when both the Customer Order and Customer Order Line fields of the same name are chosen for grid display. In the Opportunity window, the Sales plan now displays the correct stage when multiple stages are updated in a single transaction. Three new options in the Sales Options window allow you to automatically create a Task for a new Opportunity for Task owner Task Salesrep Both Service Order Operation and Material specifications now properly save to its associated Work Order Operation or Material card, respectively. In the Permissions window, the check mark on the Nav Bar item Tasks now properly indicates the user permissions. Users can change a Service Orders operation resource subsequent to saving the record. In the Account window, an issue with saving the default sales rep if that field is the only data field modified has been resolved. In the Application Builder, an insufficient authority message no longer appears in error. In the Quotes grid, all records now display properly when columns in the Quotes grid refer to Contact information. In the Application Builder grid, an issue with multi-record display has been resolved. CRM no longer requires the existence of a linked Customer upon converting a Quote to an Estimate. In Quote detail, when you select a Service

Build Date 3/2009

866883 2153315

1932145

3/2009

1939772

3/2009

2042520

ERPVP0000110252 ERPVP0000110451 ERPVP0000110499 ERPVP0000110845 ERPVP0000110851 ERPVP0000110854 ERPVP0000110855 ERPVP0000110870 ERPVP-

3/2009

2045449 2090873 2190543

3/2009 3/2009 3/2009

2155647 2193831 2193677 2197272 2199699

3/2009 3/2009 3/2009 3/2009 3/2009

25

Task #

Incident #

Defect# 0000110881 ERPVP0000110882 ERPVP0000110945 ERPVP0000110958 ERPVP0000110961 ERPVP0000110972 ERPVP0000110979 ERPVP0000110938 ERPVP0000111000 ERPVP0000111011 ERPVP0000108463 ERPVP0000110959

Description Charge ID the line now populates with its associated commodity and product codes. In the Application Builder grid, an issue where users could not able view records not linked to an account has been resolved. In Quote line, the "New Configurator" selection from the right mouse click menu is disabled if the user does not have MPC installed. Quote history records now filter properly. A new contact record is no longer created when users delete a contact from CRM. An issue with Vmfgsls.dll no longer occurs upon converting a quote to an Estimate containing MPC line items. An issue with the resource lookup browse window no longer occurs when changing an existing resource id. An issue with information applied to Sold to and Ship to data fields has been resolved. The Reports to field in the Account detail window is now properly filtered to the associated account ID. Account information now properly populates upon entering a new contact. A random calculation issue of grid quantities within the History and Inventory grids has been resolved. In Utilities/Service Order Utility, if the user selects a processing that will take all service orders with a status of "Cancelled" or "Invoiced," the user can run a fix option.

Build Date 3/2009

2198184

2211809

3/2009

2215104 2215298 2217181 2218487 2211329 2224954 2228937

3/2009 3/2009 3/2009 3/2009 3/2009 3/2009 3/2009 3/2009 3/2009

2212209

26

Task #

Incident #

Defect#

Description

Build Date

2242090 2236293 2246362 2242887 2247207 2246445 2224726 2272213

ERPVP0000111074 ERPVP0000111079 ERPVP0000111090 ERPVP0000111096 ERPVP0000111102 ERPVP0000111108 ERPVP0000111134 SM-

For each Service Order Material line, processing will find all associated inventory transactions and re-evaluate the actual quantity based on inventory issues and issue returns. If there is a discrepancy processing will then: Update the Material lines actual qty Recalculate the Material lines actual amount Update the service order header information for the changes made Record change details to log file for auditing purposes. An error no longer occurs when changing the primary contact for a quote. The Estimates grid now properly displays all related estimates. In the Sales Options window, Opportunity tab, an issue with radio button behavior issue has been resolved.. In the Parts detail window, the GP% is now calculated correctly. Comments now properly print on invoices. Opportunities with sales plans now properly generate tasks. An error no longer occurs, when right clicking on a task and selecting Replace View with current task grid view. Enhancement

3/2009 3/2009 3/2009 3/2009 3/2009 3/2009 3/2009 3/2009

27

Task #

Incident #

Defect# 0000008292

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

Build Date

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

28

Task #

Incident #

Defect#

Description be lost.

Build Date

2254051 2251785 2265349 2277485 2275809 2279730 2279969 2279599 2279672 2274061 2275794

ERPVP0000111136 ERPVP0000111156 ERPVP0000111177 ERPVP0000111231 ERPVP0000111235 ERPVP0000111242 ERPVP0000111249 ERPVP0000111239 ERPVP0000111240 SM0000008306 ERPVP-

The Call detail report can now be run for multiple records selected from the grid. A user security issue involving App Builder applications has been resolved. "New Record" no longer grays out in an app builder application when the object security for adding account is unchecked. An error no longer occurs upon opening a new Service Order.

3/2009 3/2009 3/2009 3/2009

3/2009 An internal error no longer occurs upon selecting the search button within the account manager lookup window. The Fixed payment terms window now 3/2009 properly refreshes upon selecting a new ID. VAT information now properly saves within 3/2009 the Address window. The Address window now properly displays the country description instead of the country ID. In Contacts, the label "Location" is now "Name". 3/2009 3/2009

The country drop down now restricts to the 3/2009 country list. In the Account window, the Bill to Address 3/2009

29

Task #

Incident # 2275800

Defect# 0000111233 ERPVP0000111236 ERPVP0000111241 ERPVP0000111243 ERPVP0000111247 ERPVP0000111289 SM0000008339 SM0000008375 SM0000108461 SM0000007724

Description is unique, and you cannot drill down into the address table. This eliminates inconsistencies. In the new Contact Wizard window, the user can now navigate back to a previous record for modifications. The new Contact Wizard now populates with the information of the associated account upon selecting the New contact for an Existing Account option. The initialization of the Pipeline Charts window now defaults to only quarter to date. For Oracle 10 platforms, the system no longer hangs when importing a VMFG user. In the Account window, the address lookup option for Bill to Addresses has been removed. The Bill to Address is unique to an Account as standard in Visual and is unrelated to the ship to addresses defined in the Addresses window. A new Intrastat tab along with its associated datafields has been added in the Accounts and Addresses window as standard in VISUAL. You can now provide grid labels for User_1 through User_10 fields.

Build Date

2279762 2279737

3/2009 3/2009

2280708 2235187 2275798 2275799

3/2009 3/2009 3/2009

2291587

3/2009

2208937

3/2009

2223904 2296883

ERPVP0000111014 ERPVP-

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

3/2009

30

Task #

Incident #

Defect# 0000111315 ERPVP0000111250

Description

Build Date

2278533

2331456

ERPVP0000111447 ERPVP0000111450 ERPVP0000111551

2332777 2354501

Two issues that occurred when converting 3/2009 a quote to an order if the users machine is set to foreign regional settings have been resolved. Link information between the CRM quote and the VISUAL order now saves properly when the order is created. If an amount is a decimal value and regional settings for decimal are set to comma, the system no longer truncates the amount (for example, the system used to change 126,92 to 126,00). A processing error no longer occurs when 3/2009 selecting a Customer Type within the Accounting window, Order Management tab. An issue with invoice processing with VAT 3/2009 enabled databases has been resolved. Upon a user issuing material externally and then closing a service order, CRM will now search the system for existing external transactions prior to prompting the user with the message "Un-Issued Material Items Exist..Un-issued material on this Service Order, Do you want to mark all remaining material to be issued?". This avoids the potential of double-issuing materials if the user mistakenly selects the Yes button in the error message. The Act Qty column, which had a dual role of quantities to issue and quantities that have been issued, has been separated to two columns. Qty to Iss Editable quantity of material user wishes to issue from inventory. If the Issue? check box is selected no inventory transactions exist for that line, the Qty to Iss column will default to the value in Est Qty column. Otherwise it defaults to zero. Act Qty - A read-only column reflecting the quantity that has been issued from
31

3/2009

Task #

Incident #

Defect#

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

Build Date

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

2272260 2233228

ERPVP0000111267 SM0000007940

If an estimate is created from an unlinked account, the associated account information now displays on the grid. Grid columns have been added to the following grids. Orders Specifications CUST_ORDER_BINARY.BITS Notations NOTATIONS.NOTE Order Line Item

3/2009 3/2009

32

Task #

Incident #

Defect#

Description Specifications CUST_LINE_BINARY.BITS Estimates Specifications QUOTE_BINARY.BITS Notations NOTATION.NOTE Estimate Line Item Specifications QUOTE_LINE_BINARY.BITS Qty Detail o Qty QUOTE_PRICE.QTY o Unit_Price QUOTE_PRICE.UNIT_PRI CE o Ext_Price -Qty * Unit_Price * (1 (QUOTE_PRICE.TRADE_ DISC_PERCENT/100))

Build Date

SM0000006964

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

3/2009

33

Task #

Incident #

Defect#

Description with the parent nodes of the nav bar and then database fields for each node. Full Grid column and detail window data field has standard security as applied by other security level selections such as Object and Tab level. Read Only Grid column and detail window data field is visible but will have read-only security. None Grid column is not visible to the user. The associated data field is also not be visible to the user and replaced with the label Restricted. Note: If the user has Add access within the Object tab then certain fields required to create a new record will become visible and editable to the user for proper processing.

Build Date

34

Task #

Incident #

Defect#

Description

Build Date

108504

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

3/2009

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

35

Task #

Incident #

Defect#

Description

Build Date

New Install Path for Infor VISUAL CRM: Due to VISTA compliance and potential protection issues for files installed in the Program Files directory, all VISUAL products have changed the default directory from C:\Program Files\Infor Global Solutions\ to C:\Infor\VISUAL Enterprise\... The CRM installation process will require the user to uninstall the previous installation of CRM prior to proceeding. With the new installation the user may then choose the default or another install directory (with awareness of potential issues). The new installation process will then place a key into the registry IsNewInstall to ensure this process will happen only once regardless of the new installation location choice. CRM Invoice Generation now creates a Receivable Line for each Sales Tax ID, populated with the tax amount and charged to its associated GL Account ID. Changes to the CRM Maintain General Codes will now populate their associated

9/2008

1919960

ERPVP0000107657 ERPVP0000109705 ERPVP00001-

9/2008

9/2008

36

Task #

Incident #

Defect# 09099

Description drop-downs upon closing and reopening the form window. If a user is viewing the grid of an App Builder application and uses the Advanced Filtering, the Column dropdown will now populate with the correct fields of its associated App Builder grid selections. A "more than 255 characters" error no longer appears when adding multiple attachments in the History Entry window. Parent/child relationships will now show the correct contacts for the associated account. Notes and Tasks now show the related IDs of the records in which they are generated. Users can also drill back into nodes in which the quick task or quick history was made.

Build Date 9/2008

1811149

ERPVP0000109325

1862414 1870987

1964032 2043312

1950398 1972203 1980037 1979391 1998102 2009014 1964044 2018189

ERPVP0000109574 ERPVP0000109620 ERPVP0000109813 ERPVP0000109813 ERPVP0000110232 ERPVP0000109820 ERPVP0000109929 ERPVP0000109937 ERPVP0000109945 ERPVP0000110038 ERPVP0000110073 ERPVP0000110075 ERPVP-

9/2008 9/2008 9/2008

The Contact utility no longer produces the runtime error "17000." Parent/Child relationships will now show the correct history record of its associated Task. An issue where service order detail was randomly not printing for non-sysadm users has been resolved. An issue with Part VAT and Customer VAT overrides has been resolved. Parent/Child relationships will now show the correct Service Order detail of its associated Service Order header. A runtime error "440" no longer appears upon selecting an Account ID within the Contact Wizard. The upgrade utility has been modified to seamlessly upgrade from 3.2.x to 6.5.x. Quick Tasks now saves a value in percent

9/2008 9/2008 9/2008 9/2008 9/2008 9/2008 9/2008 9/2008

37

Task #

Incident #

Defect# 0000110158 ERPVP0000110248 ERPVP0000110254 ERPVP0000109665 ERPVP0000110107

Description complete for successful grid filtering.

Build Date

2044875 2042519 1886593 2013341

An issue with line default behavior upon a 9/2008 user changing a VAT Part ID to a non-VAT Part ID has been resolved. A "type mismatch 13" error no longer 9/2008 appears upon entering a new address. Back office imports now properly import Account/Contact phone and fax numbers to CRM. Issue returns within VISUAL inventory entry will now properly update the information of its associated CRM Service order. Required executables versions or higher: VMInvent.exe 6.3.8.178, 6.4.1.183, 6.5.1.140, 6.5.2.093, 6.5.3.037 The file numbering matrix of History file attachments with a non-unique file name has been repaired. Parent/Child relationship will now show the correct contacts of its associated account in the event of filtering the parent account grid. A "error -2147217900" message no longer appears upon the creation of Mail Merge documents for Custom Applications. View filtering now properly displays all associated records of that view. 9/2008 9/2008

1983730 2051687

ERPVP0000109956 ERPVP0000110275 ERPVP0000110208 ERPVP0000110145 ERPVP0000110307 ERPVP0000110312 ERPVP0000110267 ERPVP0000110147

9/2008 9/2008

2036763 2024219 2059786 2060257

9/2008 9/2008

2048748 2026427

View filtering now properly displays all associated Estimate Lines if setting filter to view only on Acct: Territory. An issue with grid drop-down constraints of User Defined column in the Quote Line and Service Order line windows has been resolved.

9/2008 9/2008

38

Task #

Incident # 2059895

Defect# ERPVP0000110311

Description If the current version of VISUAL is 6.5.3 or higher, CRM will not allow the creation of a user nor the modification of the password of a current user. You must create the user via VISUAL and then import that user to CRM. Password modification in the VISUAL application will automatically apply to CRM without further processing. The Shipto ID lookup in the Shipping tab of the Account window will now filter to display only those ship to IDs of the associated Account. An error message no longer appears upon creating a new Task. The Service Order grid will now reference the VISUAL invoice ID. The system no longer hangs upon modifying and saving the sales rep ID from a filtered account grid. The Assign new Accounts, Opportunities and Quotes to logged in Sales Rep of the Tools/Sales Option/general tab to now saves and processes properly. An installation error "\\Software\\Miorosoft\\Office\\12.0" with Windows Server 2003 platforms has been resolved. To prevent possible errors upon upgrading from version 3.2.xxx or a 6.5 version less than 6.5.00033 to the most recent version of CRM, the CRM Upgrade process has been modified with the following changes: CRMUpgrade.exe will set an action flag to run a new executable to update My Security defaults for each user. When the SYSADM user accesses CRM after the upgrade, a message will appear:

Build Date 9/2008

2055033

ERPVP0000110302 ERPVP0000110363 ERPVP0000110287 ERPVP0000110444 ERPVP0000110447 ERPVP0000110459 ERPVP0000110464 ERPVP0000110044 ERPVP0000110075

9/2008

2068329 2055093 2086118 2086316 2086317

9/2008 9/2008 9/2008 9/2008

2089141

9/2008

2000566

7/2008

1964044

39

Task #

Incident #

Defect#

Description

Build Date

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

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

40

Task # Outlook 2003/ 2007

Incident #

Defect#

Description CRM now works with Outlook 2003 and 2007. The installation process will install the correct executable and accompanying dlls depending on the Outlook version installed on the users computer. CDO for Outlook 2007 must be downloaded separately from Microsoft. To download CDO for Outlook 2007: 1. Visit the following hyperlink and download ExchangeCDO.msi: http://www.microsoft.com/downloads/d etails.aspx?familyid=2714320D-C9974DE1-986F24F081725D36&displaylang=en 2. Double-click the .msi file to run the installer. Click Next > to begin the installation. 3. Click I agree and Next >. 4. Click Finish. CDO is now installed for Microsoft Office 2007. If you still receive an error when starting Add2Outlook, reboot your machine, open Add or Remove Programs in the Control Panel, and verify that the CDO component is listed. In the Calendar, processing no longer produces errors upon opening or editing an existing appointment. The Contact Wizard no longer produces an error upon selecting the Location lookup. The Grid view now filters by the default view as defined in the View Manager. Processing no longer produces an error if record set exceeds the record limit. Saving a quick history note no longer results in error.

Build Date 7/2008

870626 1012549 1016117 1011196 1023199

ERPVP0000108432 ERPVP0000109174 ERPVP0000109175 ERPVP0000109201 ERPVP0000109211

5/2008 5/2008 5/2008 5/2008 5/2008

41

Task #

Incident # 1030598 1030463 1041012

Defect# ERPVP0000109244 ERPVP0000109246 ERPVP0000109276 ERPVP0000108690 ERPVP0000108415 ERPVP0000108922 ERPVP0000109059

Description The Contact Wizard no longer produces an error upon selecting the Account lookup. An error on longer appears when attempting to access Contact detail. Users are now able to delete User History and/or System History records according to their Object permissions for User and System history respectively. An account's contact child grid now populates properly after the user adds a new contact. In Contacts, setting a new contact to a primary contact no longer produces an error. In the Calendar, Appointments flagged as Private are now only viewable by the associated user.

Build Date 5/2008 5/2008 5/2008

928622 880898 974804 994886

5/2008 5/2008 5/2008 5/2008

A new Allow calls for delinquent accounts check box has been added to the Defaults window/ Help Desk tab. If the Allow calls for delinquent accounts check box is not selected, processing does not allow a Call to be saved if the associated account is delinquent as standard. If the check box is selected, processing does allow a Call to be saved with the calls status = Hold if the associated account Is delinquent. By default, the check box is unchecked. 1826873 ERPVP0000109396 A date value error upon upgrading to version 6.5.00057 has been fixed. 5/2008

42

Task #

Incident # 1012576

Defect# ERPVP0000109156 ERPVP0000109304 ERPVP0000109390 ERPVP0000109389

Description Saving a new default view within View Manager now populates the grid with the associated filtering upon exiting the View Manager. After users change the grid layout, the new layout saves and restores properly. Security filtering is not affected.

Build Date 5/2008

1047957

5/2008

1826044 1823254

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

5/2008

1043773 1030971 1823856

ERPVP0000109285 ERPVP0000109250 ERPVP0000109407

In Tasks, the Account drill down drills to proper account after the grid filter is changed. Fields updated via the Account grid now updates properly to the database. In Invoicing, a runtime error 13 upon invoicing a service order with a VAT enabled database has been fixed.

5/2008 5/2008 5/2008

43

Task #

Incident # 882740

Defect# ERPVP0000108826

Description Upon converting a Quote to an order or estimate, MPC configuration detail now properly saves. A user can view the configuration by selecting Edit Config from the Customer Order Entry window. Contacts not associated with an Account now appears on the Contact grid. Appbuilder applications whose records are not associated with an account now appears in the Appbuilder grid. Tasks whose records are not associated with an account now appears in the Task grid . Deleting multiple contacts from the Contacts grid no longer produces an error. In the Orders grid, the grid displays values from CUSTOMER_ORDER.WAREHOUSE_ID if populated. In the Quote grid, the right-click menu option "Detach Order(s)" is no longer grayed out. In the Service Order detail/Labor tab, a clock out time of midnight and noon no longer adds 5 minutes to the time value upon creating a labor transaction. Upon converting a quote to an estimate, the user-defined fields now save to their proper location. Invoice processing now creates a separate line for VAT tax as it would as standard for Sales Tax.

Build Date 5/2008

1056953 1056934

ERPVP0000109320 ERPVP0000109321 ERPVP0000109365 ERPVP0000109440 ERPVP0000106700 ERPVP0000107522 ERPVP0000106776 ERPVP0000109299 ERPVP0000109488

5/2008 5/2008

1819627

5/2008

1833075 866675

5/2008 5/2008

840305

5/2008

866676

5/2008

1000689

5/2008

1839291

5/2008

44

Task #

Incident # 840301

Defect# ERPVP0000107967 ERPVP0000109594 ERPVP0000109595

Description In the Estimates grid, estimate records not linked to a Customer now display in the grid. Any changes made in the Account grid update properly to the database.

Build Date 5/2008

1864269

5/2008

1866817

45

Task #

Incident # 840313

Defect# ERPVP0000106830 ERPVP0000109600

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

Build Date 5/2008

1856313

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

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

46

Task #

Incident #

Defect#

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

Build Date

47

Task #

Incident # 1856309

Defect# ERPVP0000109599 ERPVP0000109393 ERPVP0000109749

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

Build Date 5/2008

1818632

1813984

1830115

ERPVP0000109448 ERPVP0000108634 ERPVP0000107554 ERPVP0000107037

The check box is selected by default. Selection and saving of a bill-to address now carries over to the linked Infor ERP VISUAL Manufacturing Customer. An issue with creating a mail merge document based on a SQL statement over 254 characters has been fixed. Changes made in the TYPE field in the history window now save properly. The Competitors/Profile tab now allows a user to select another competitor as a parent account.

5/2008

914850

5/2008

840320 840311

5/2008 5/2008

48

Task #

Incident # 840300 966127

Defect# ERPVP0000107247 ERPVP0000108938 ERPVP0000109547 ERPVP0000109602 ERPVP0000109209 ERPVP0000109247 ERPVP0000109358 ERPVP0000109686 ERPVP0000109730 ERPVP0000109313 ERPVP0000108829 ERPVP0000109666

Description Running a mail merge documents no longer produces an error. In Account /Contact send document, the Attach print documents wizard is now available and properly functioning. After updates are made in the Tools/Maintain General Codes window, the associated drop-down lists in the detail forms now properly populate.

Build Date 5/2008 5/2008

1857324

5/2008

1865354 1020326

User-defined labels whose text value contain a comma now display properly in the Accounts/ Backoffice tab. In the Quotes window, the system no longer prompts users to save changes when they are navigating from record to record without making changes. The Call Detail report now properly displays all text on the call detail. In the Order Line grid, the Part window now opens when drilling down from the Part ID. In the Service Order/Material tab, issuing a part assigned to a product code now defaults to the product code general ledger account. User defined drop down lists that are not constrained now allow entry by the user. An index has been added to the online help.

5/2008

1027159

5/2008

1817376 1893738

5/2008 5/2008

1930221

5/2008

1046887 1886643

5/2008 5/2008

49

Task #

Incident # 1980037 1991426 876819 618388

Defect# ERPVP00001099374 ERPVP0000109998 108443 104511

Description The service order detail report now prints detail for users other than SYSADM. The application no longer produces an error and does not hang upon entering an Account ID in the Contact Wizard window. The save process now examines each grid row for unprocessed transactions and processes accordingly. Changes made to the fax or phone number fields now properly update to the associated records within the CUSTOMER and CUSTOMER_CONTACT tables. The updating process now completes without error. Users with proper security access can open an Account website without receiving an "Insufficient Authority" message. Processing does not produce a runtime error upon printing an email prior to saving it. "Assigned to" now works properly within the Calls window. Report processing no longer produces an error upon printing custom reports. Report processing no longer produces an error upon printing detail reports. The Ship to address lookups within the quote window now properly displays according to the user's security settings. An error no longer occurs when adding a new sales plan to an Opportunity. Processing no longer freezes upon selecting "My Parts" in certain cases. Advanced filter sql statements display on the first blank line within View Manager.

Build Date 5/2008 5/2008 12/2007 12/2007

981973 979485

108994 108940

12/2007 12/2007

866672 866668 807776 969088 970053 982181 978695 840326 866674

107417 107507 107901 108896 108904 108975 108950 106749 106680

12/2007 12/2007 12/2007 12/2007 12/2007 12/2007 12/2007 12/2007

50

Task #

Incident # 866677

Defect# 106786

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

Build Date 12/2007

661461

105483

840297

106719

VMINVENT.EXE 6.5.2.073 or VMINVENT.EXE 6.5.1.135 VMLABENT.EXE 6.5.2.044 or VMLABENT.EXE 6.5.1.066 VMMFGWIN.EXE 6.5.2.118 or VMMFGWIN.EXE 6.5.1.160 12/2007 If a service order is linked to a contract assigned to a labor group then the Operation resource lookup will display associated resources and billing rates linked to the associated labor group. Processing now saves all material lines for 12/2007 non-traceable parts. Then, if there are any traceable part lien items, a "Yes/No" message box appears instructing the user to issue the parts via VISUAL Manufacturing's Inventory Entry window for the displayed linked work order number and then refresh the window. The Inventory Entry window updates a linked CRM Service Order with ANY inventory transaction made. Users must have the following versions of these programs for this change to take effect: VMINVENT.EXE 6.5.2.073 or VMINVENT.EXE 6.5.1.135 VMLABENT.EXE 6.5.2.044 or VMLABENT.EXE 6.5.1.066 VMMFGWIN.EXE 6.5.2.118 or VMMFGWIN.EXE 6.5.1.160

51

Task #

Incident # 867869

Defect# 106032

Description In VISUAL Manufacturing's Manufacturing window, processing now directly inserts/updates the existing linked CRM Service Orders. The following inserts/updates occur: In the Work Order header card, the Service Order header is updated. In the Operation Card, the Linked Service Order line is updated. Inserting a new Operation card prompts you to select a billing rate when you save the work order. In the Requirement Card, the Linked Service Order line is updated. If you insert a new requirement card, the system inserts a new line, populating the Unit Price column according to standard functionality.

Build Date 12/2007

Users must have the following versions of these programs for this change to take effect: VMINVENT.EXE 6.5.2.073 or VMINVENT.EXE 6.5.1.135 VMLABENT.EXE 6.5.2.044 or VMLABENT.EXE 6.5.1.066 VMMFGWIN.EXE 6.5.2.118 or VMMFGWIN.EXE 6.5.1.160 If a user deletes a customer in VISUAL Manufacturing, the customer account in CRM is unlinked and inactivated. If a user deletes a customer contact in VISUAL Manufacturing, the customer contact in CRM is unlinked and inactivated. Processing no longer produces multiple duplicate lines within Customer Order, Customer Order Line, Shipment, and Shipment Line areas. The install process no longer includes "MapX." Issues no longer display as hexadecimal in the grid.

840309 840302

106928 107818

12/2007 12/2007

1005937 981419 1021110 982989 974024 1010444

109121 108968 109208 109236 108944 109141

12/2007

12/2007 12/2007

52

Task #

Incident # 840317 817597 1012109 987811 1012132 1017990 840313

Defect# 106189 106992 109179 109016 109154 109187 106830

Description Pipeline charts now display properly regardless of regional settings. The custom view selection at the top of the grid is no longer grayed out. The "Assigned to" function within the Task window now works properly. A synchronization issue within the Calls window has been resolved. An error no longer occurs when using the Upgrade utility with SqlServer 2005 A fix utility named "Contact Utility" has been added to the Utilities Navigation bar. The utility allows you to remove duplicate CRM Contacts and/or duplicate VISUAL Manufacturing contacts. CAUTION: We strongly urge you to back up your database prior to running this utility. To use the utility, select it from the Navigation bar. The following dialog box appears:

Build Date 12/2007 12/2007 12/2007 12/2007 12/2007 12/2007

Select the Remove Duplicate CRM Contacts check box to remove duplicate contacts from CRM. Select the Remove Duplicate VM Contacts check box to remove duplicate contacts from VISUAL Manufacturing. Click Begin. The utility removes the duplicate contacts. Email with the Save History button turned on will save the history record. Associated history records for each task will properly display in the child grid.

103625 104075

10/2007 10/2007

53

Task #

Incident #

Defect# 105166

Description Upon changing the default sales rep for an Account a Yes/No message box Would you like to assign selected default sales rep to associated contacts? will appear. If the user selects Yes, processing will update the default sales rep ID for all associated contacts with the selected Account value. If the user selects No, only the Account will be modified. New calls and Service Orders with the lookup type of Contract will now use primary contact assigned to the selected Contract. Billable hours within the Call Center now calculate as it should. User defined fields entered to a VMFG Customer will update the user defined fields of the linked CRM Account. An issue where invoice deletion processing was producing an error has been resolved. An issue where the conversion from an Account to a Customer was producing a warning that the account is already tied to the last customer id in the grid has been resolved CRM has been modified to prevent freezing and crashing issues. Default pricing within the Parts window will display according to the new Customer Pricing by Effective date. A processing error no longer occurs when creating or reassigning an Accounts primary contact. A runtime error on browsing an address by zipcode within the Service Order window has been resolved.. The Quote Line window will not display the Model and Series columns if a user does not have MPC installed Upon converting a Quote to an Estimate, MPC selected options now copy to the Visual estimate and print the selected options detail on the Print Quotation report.

Build Date 10/2007

106577

10/2007

107103 107305 107010 107306 107415

10/2007 10/2007 10/2007 10/2007

107419 107444 107711 107806 107900 107954

10/2007 10/2007 10/2007 10/2007 10/2007 10/2007

54

Task # 02319

Incident #

Defect#

Description My security permissions have been added to the Navigation Bar and Process look ups. Please see the online help for more information. CRM branding has been updated with new splash screens and logos. Users with full rights to history deletion can now delete history records. The Long Description and Comments Binary fields now properly display values in text. If a user does not have permission to add records in a particular area, the New and Delete buttons are grayed out. When converting a quote to an order or estimate, if the Desired Ship Date is not null and is greater than the current date, then the Desired Ship Date of the order or estimate will be the same as the quote date. Otherwise, the date of the order or estimate will be the current date. CRM no longer crashes upon tabbing over the Desired ship Date data field with no entered value. In grids, user-defined fields are now sorted by CODE. The Tasks grid now populates according to user security settings. User-defined fields in the Accounts window/Back office tab now populate correctly. A Print Zero Value Invoices check box has been added to the Defaults window on the Service Order tab. When users select the check box, VISUAL generates invoices with zero values. If users clear the check box, VISUAL does not generate zero value invoices. When creating an RMA in CRM, the application no longer populates the RMA ID with the associated Customer ID. Service orders with multiple line items now properly generate invoices.

Build Date 10/2007

02321 103526 103568 103542 103567 106499

10/2007 10/2007 10/2007 10/2007 10/2007

106785 107141 106818 107127 107150 107132

10/2007 10/2007 10/2007 10/2007 10/2007

107445 107454

10/2007 10/2007

55

Task #

Incident #

Defect# 107464

Description Labor values now populate the service order labor table with the billed rate and populates the labor ticket table with its costed rate as standard. A Combine Specifications and Comments check box was added to the Quotes tab in the Defaults window. If the user selects the check box, processing passes the concatenated specification with additional comments to the order/estimate line; for example: This is specification for line 2 Comments: This is comment text for line 2. If the check box is cleared, then processing passes only the specifications. By default, the check box is cleared. In the Contacts grid and Contacts window, VISUAL now allows the standard 20 characters in the title field. The Accounts grid filter no longer clears (thereby showing all accounts) after the user creates a Quick History record from a quick-filtered grid. Processing now populates the new customer order with the associated accounts customer ID and its associated header information. Note: For this enhancement to work properly, the following VISUAL Manufacturing versions or higher must be installed: VMORDENT: 6.3.8.196 , 6.4.1.221 , 6.5.1.167 , 6.5.2.098 VMORDWIN 6.3.8.221 , 6.4.1.228 , 6.5.1.190 , 6.5.2.087 VMESTWIN 6.3.8.084 . 6.4.1.102 . 6.5.1.080 . 6.5.2.059

Build Date 10/2007

02320

4/2007

102735 103832

4/2007 4/2007

103879

4/2007

56

Task #

Incident #

Defect# 103912 104036

Description An error message no longer appears when the user changes an Accounts primary contact. An error message no longer appears when the user views the Outlook calendar, notes, journal and task windows through CRM. If a linked VISUAL customer is deleted through VISUAL Enterprise Customer Maintenance, CRM removes the link between the VISUAL Customer and CRM Account. Users can now link existing contacts to a different account. Users can no longer edit a closed or cancelled call unless the status is changed. The Type drop-down list now populates properly. Marketing Catalog documents now save to the default document directory specified in the Admin window/Defaults tab. Marketing Catalog documents now properly attach to emails. The Electronic Document specification now appears consistently. Users can now delete information consisting of more than 50 characters within a user defined field. CRM now creates the link between CRM contacts and VISUAL customer contacts correctly. Users can now modify the tax group for accounts that are tax-exempt. If an account is tax-exempt, Quotes, Service Orders, Customer Orders, and Invoices do not use the Accounts sales tax group ID. A new Copy User Defined Data check box on the Defaults window/Quote tab allows users to choose whether or not to copy the Quotes user defined information to an Order when creating an Order from a Quote.

Build Date 4/2007 4/2007

104698

4/2007

105041 105599 106063 106065 106066 106067 105060 106296 106397

4/2007 4/2007 4/2007 4/2007 4/2007 4/2007 4/2007 4/2007 4/2007

106465

4/2007

57

Task #

Incident #

Defect# 104527 104994 105295

Description The new contact wizard no longer displays error messages if there are no default terms. Account lookups are now working according to the My Account lookup security settings. Using the search filter subsequent to adding, removing or re-arranging grid columns will no longer causes CRM to crash. User_1 through User_10 are now properly synced between customer and account. VAT information is now retained upon upgrading from an old version of CRM. When converting a quote to an order, the first 10 user defined fields defined by the user within CRM will now populate the User_1 through User_10 columns within its associated VISUAL transaction. Processing no longer produces a runtime error upon entering a service charge on a quote and replacing the lines permission percent with the associated service charge commission value and that value is null. VISUAL now correctly updates the price when the user changes the unit of measure in a quote line. If the customer is not VAT enabled, the user is no longer able to tab to the VAT tab-window within Account entry. Default fields for configured customer types defined within Application Global will now populate its associated data fields upon selecting an Account Type within the Account window. Assigning a Primary warehouse within the Account window/Order Mgt tab will now process without error. In Back Office, if a unit price for a part has been assigned through VISUAL Enterprise, it now appears properly in the Parts grid. Estimates now open properly when clicking on the Estimate ID in the Estimate grid.

Build Date 2/07 2/07 2/07

105473 105725 105730

2/07 2/07 2/07

105741

2/07

105752 105755 105935

2/07 2/07 2/07

105937 105263

2/07 2/07

105230

2/07

58

Task #

Incident #

Defect# 104819

Description Documents on network drives now link properly to a history record. An error message no longer appears when accessing the Calendar under the Personal folder (Outlook 2000). When using the Configurator, CRM now checks for the specified part in the SERIES_MODEL_PART table in addition to the part ID table. If the part ID does not exist in either table, you cannot convert to quote/estimate until the part has been created. Regardless of the want date entered in the line items for a quote, the desired ship date entered in the dialog box when converting a quote to an order is the date that appears on the customer order. CRM no longer allows the user to enter the same Part ID as a header reference and material requirement. In some cases, converting a quote to an order improperly resulted in an error message. This issue has been resolved. When creating a new account, the Defaults, Accounting tab now works properly. In SQL Server databases, copying an existing quote with several line items, then deleting the line items in the copied quote, resulted in an incorrect Quote Amount. This issue has been resolved. If you choose On Hold in the Admin, Defaults, Quote tab, quotes converted to orders will have an On Hold status. Previously, VISUAL would incorrectly change the order to a different status. User-defined line or detail views now properly save. The quick history Magnifying Glass button now pulls up the correct related history. With SQLBase databases, Part Specifications saved only the first character. This issue has been corrected.

Build Date 2/07 12/06 12/06

01872 02318

13935/ 298821

104854

12/06

105120

12/06 12/06 12/06 12/06

105161 102751

103153

12/06

104434 102681 02258

12/06 12/06 12/06

59

Task # 02268

Incident #

Defect#

Description With SQLBase and SQL Server databases, security settings for the Account form were not saving properly. This issue has been resolved. Sales security permissions are now properly saved. CRM no longer produces a runtime error when you try to select a Vendor ID on an Expense Line in Service Orders. The error occurred after the service order Expenses were saved. An error message no longer appears after editing and saving freight or Vendor ID on the Expense tab of a service order. When prices for parts have been set up by customer, CRM now properly uses the customer pricing in quotes. Negative discounts entered in a customer quote no longer reset to zero when converting the quote to an order. In the Application Builder, the list of contacts no longer expands to all contacts after closing the Customize Columns window. Only the customers attached to the Application Builder record appear. The FROM name now properly carries over when saving an email to History. An issue with the CRM baseline database failing when building foreign related to VISUAL Manufacturings Country ID field has been resolved. The Save grid layouts for each database check box in Tools, Options is now selected by default. CRM no longer hangs when creating new documents during mail merges has been improved. Mail merges can now be created successfully in the Parts table. Discounts now properly pass from quotes into customer orders. CRM now properly uses all Contract Type defaults.

Build Date 12/06

104824 02304 103029

12/06 12/06

103043 102711 01982 02242 337434/ 15873

12/06 12/06 12/06 12/06

01462 103772

12/06 12/06

02170 02150 103904 02312 01383

12/06 12/06 12/06 12/06 12/06

60

Task # 02301 01958 01907

Incident #

Defect# 103086

Description Customer contact information is no longer overwritten when changing the contact number. CRM no longer allows you to create an Account ID with a space at the end. When converting a quote to an order, the incorrect contact person appeared on the order under certain circumstances (if you created a contact on the fly before adding a line item to your quote). This issue has been resolved. In the Quotes window, the total amount of the quote now properly updates when you copy a configured part. CRM does not support cut (CTRL+X), copy (CTRL+C) and paste (CTRL+V) functionality using keyboard commands in combo grid boxes. The Assigned To column is now available in the Advanced filter in Contact Center, Tasks. The print options now work correctly. On the Sales/Opportunity tab, the tabbing order from field to field is now more logical. Service Orders now include a look up that allows you to link the order to a single contract line item. In Contact Center, Tasks, you can now change the status in the grid without going into the Details window. You can now search within an advanced filter lookup. The end date of a contract is now properly calculated based on the contract type duration, even if you create the contract after it takes effect. The Reports selection has been removed from the Calendar menu. Calendar is also no longer an option for custom reports. The Task Detail Report now displays all the information entered into the Comments field in the Tasks window. Previously, the report only displayed the first 256 characters.

Build Date 12/06 12/06 12/06

309335/ 14465 14083/ 302146

01903 01489

14052/ 301827 12670/ 273452

12/06 12/06

01486 01087 00753 00543 00445 00433 00368

12/06 12/06 12/06 12/06 12/06 12/06 12/06

00252

227967/ 10361 103624

12/06 12/06

61

Task # 00974

Incident #

Defect#

Description User-defined field labels are now displayed in pertinent windows. An issue with quotes not properly converting to estimates has been resolved. The issue occurred in two-line quotes when the second line was for a configured part, and the first line was later deleted. The Advanced Filter window now allows searches with multiple and and or criteria. An error is no longer returned if a labor ticket is created for an employee with no base pay rate. The service order detail report now prints the line specs for operation, material, expense and labor. Service Order maintenance grid column Markup now displays the associated currency symbol specified in the Service Order header. In Sales/Quotes, the numerals after the decimal point no longer disappear when using the comma as the decimal separator. In Contacts, the grid now refreshes with the correct information when creating an appointment for a contact linked to an account. Call Issue History no longer displays a series of question marks. All RMA lines appear properly, even if the line is not linked to an original customer order. CRM now allows users, based on their security settings, to browse all accounts. An issue with CRM erroneously adding two tax percentages has been resolved. This error occurred when a tax group ID had one tax rate that expired on a specified date and a second tax rate that applied after the specified date.

Build Date 12/06 12/06

103001

01132 02296 02044 01449

255802/ 11760

12/06 12/06 12/06 12/06

01444

12/06

00487

12/06

104458 104535 02313 104101 103401

12/06 12/06 12/06 12/06

62

Task # 02147

Incident #

Defect#

Description Service orders now generate inventory transactions when the Issue check box is selected, the actual quantity is positive, and the part number is not a trace part. When converting a quote to an order, CRM now places the user ID of the individual logged in at the time of the conversion into the Bookings table. Previously, it defaulted to SYSADM. In Contract Type maintenance, the sum in the Contract Total field no longer rounds decimals into integers. In SQL Base databases, using dates in advanced filter criteria resulted in the truncation of subsequent dates. This issue has been resolved. In SQL Base databases, an issue with grids initializing slowly on fresh database installs has been resolved. Issues with Terms created in VISUAL Enterprise not properly operating in CRM have been resolved. Any user can convert a quote to an order, provided he or she has the proper permissions. Previously, only the SYSADM user could convert a quote to an order. Importing a text file in Accounts now works properly. In SQL Server, the date 1/1/1900 no longer auto-populates in the Terms Disc Date and Terms Net Date fields when converting an Account to a Customer. State abbreviations can now be up to 10 characters. The Copy Contact function in the Accounts/Contacts grid now works properly. In the Account grid, the focus on a particular account is now maintained when the user drills down to a dependency and deletes it. In Admin, Security, you can now add First Name, Last Name and Employee ID to the user lookup.

Build Date 12/06

104172

12/06

01448 02314

12/06 12/06

02315 02303 02308 204515 103503

12/06 12/06 12/06

02302 02297

1715119 1709281 102948

12/06 12/06

02294 02271 02149

1701920 342410/ 16082

102715

12/06 12/06 12/06

02028

12/06

63

Task # 01962 01941

Incident #

Defect#

Description In Service, Contract Line Items, the browse button in the Move Item option now works properly. An issue with CRM crashing when you double-click on the Account Name in the RMA Line window has been resolved. Please regenerate the RMA LINE grid for this change to take effect. CRM no longer produces an error when using the Text File Import utility to import a text file into Accounts. The Quote Detail and Quotation reports now display all line items. Databases can now be properly registered through LSAdataregister.exe. In Advanced Filters, entering a second OR statement no longer results in an AND selection. CRM no longer produces an error message when accessing the Reports menu on the Accounts grid after viewing the orders associated with an account. When converting a CRM quote that was created using MPC into a Customer Order, the MPC options now print correctly on the order acknowledgement. In Service Orders, you must select a Part ID before selecting a Warehouse ID. Error messages no longer appear after entering a Trace ID in Service, Contract Items. Using Account Ship To IDs with a single quote no longer produces an error. In Service Orders, the grid columns Billable and Issue Material now default to their header values. In the Part Details/Stock tab, the warehouse filter erroneously returned Location IDs. The warehouse filter now properly returns Warehouse IDs. You can no longer enter a tax group ID for a tax exempt account. Customers set to Inactive in VISUAL Enterprises Customer Maintenance are now inactive within CRM.

Build Date 12/06 12/06

14259

305605

103075 02133 02173 01507 02264

12/06 12/06 12/06 12/06 12/06

02191

12/06

02226 02262 02286 02289 103700

12/06 12/06 12/06 12/06 12/06

104657 104862

12/06 12/06

64

Task #

Incident #

Defect# 104946

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

Build Date 12/06

65