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Pipeline 2022.2

New Features

BOM Improvements

Improvements have been made to the BOM Engine process. First, is to account for Options with a condition of itself which directs products to no condition instead.  Second, when generating a BOM it will delete everything and start fresh. Third, product codes have been included on House BOM exports.

Community Specific Details per House Number

National home builders now have the ability to add different House details for a house, for different Communities.  This allows for House details that are unique per Community.  This feature considers that many of the Details of a House can change per Community including number of bathrooms, bedrooms, and even stories.  Since often builders plan numbers as based on the square footage of a house, there can be overlap of house numbers used for different plan takeoffs.

Bid Cost Enhancement

Bid Cost functionality is updated to allow a Pipeline purchasing user the ability to bulk delete, as well as in line delete when working within Bid Cost.  This is similar to the inline delete function available on the Building Phase list page.

Logging – Accounting Data

Purchasing users who send data to Accounting can now log all data to allow Pipeline to troubleshoot and correct any issues in data transfer.  By logging the data, Pipeline can also undo a process, if necessary.  This feature can be utilized in Pipeline Budget data transfers to Accounting, Commitment data transfers to Accounting, and Invoice data sent to Accounting.

Update Time to UTC

Pipeline clients operate in many different locations and time zones.  Pipeline now records time in coordinated universal time (UTC) and displays time based on the users location.

Integrations

Version 2022.2 of Pipeline contains updates to integrations with the following applications.

WMS:  Full suite users can sync WMS Bid Costs and convert them into Pipeline Costing phase bid.  A new button has been created and titled “Sync WMS Bid Costs” on the Refresh WMS Vendors and Costs panel.  http://dev.bimpipeline.com/Dashboard/Costing.Integrations.BuilderMT/Utilities/DataMigrationFromWMS.aspx

Sage: Purchasing users who integrate with Sage can simply send Budgets, Purchase Orders, and Invoices to Sage broken down by Option/Cost code.  This will be the default option for sending Budgets, PO’s, and Invoices to Sage.

MS NAV: Data Base and Business Logic logging tables are set up for generic text based logging for both getting and setting for the MS NAV integration.   Logging has been added to getting Jobs and Vendors from NAV, and a utility page has been established to view all logging entries, as well as allow a user the ability to download and view the data.

Enhancements

  • When using Sage, Pipeline will utilize Job Status from Sage.  This will allow Pipeline to use some of the status information for additional Full Suite workflow. Pipe-19335
  • A red asterisk was added to the Add Tax Group modal and the Add Tax Rate modal, making these fields required within the Costing-Tax Groups page.  Pipe-21405
  • Code is updated within Pipeline to ensure uniqueness on the primary Vendor designation in a Community.  Only 1 Vendor can be primary for a Phase in a Community.  Pipe-21526
  • Various UI enhancements and updates were added to the Pipeline Estimate page.  Pipe-22017
  • Within the Purchasing menu, the following modals now have required fields: Release Groups, Cost Codes, Cost Types, Cost Categories.  Pipe-22366
  • A user is now able to Add, delete and Edit an Option Bid Cost to the Bid Costs and Jobs grid. Pipe-25837
  • Bulk and inline delete features have been added to Bid Cost in Pipeline 2022.2  Pipe-24006

Fixes

  • Import House error has been reviewed and fixed. Pipe-21104
  • The edit Vendor function on the Costing Estimate page was found to be broken.  This is fixed.  Pipe-21347
  • Previously, Estimating could not export the selected spec set.  This is now fixed. Pipe-21351
  • A faulty link on the Options page has been fixed to allow proper site navigation.  Pipe-21403
  • Pipeline is fixed so that after deleting a vendor from the Community Vendors grid, that vendor no longer shows as the primary or alternative vendor in the Vendor Assignments grid. Pipe-21406
  • A warning message now shows when a user cannot sync a Vendor from NAV.  This indicates the sync was not successful.  Pipe-21410
  • The edit Spec Set Group/Spec Set is now fixed.  Pipe-21447
  • Incorrect screen behaviors within Pipeline Building Phase details page were noticed and fixed in version 2022.2. Pipe-21448
  • The House Quantity Import Modifications setting is fixed to always maintain at least 1 checked box.  Pipe-21488
  • Pipeline is fixed to allow House export to XML to download a successful XML file.  Pipe-21506
  • Previously, a user was unable to manage a vendor change request.  This is fixed. Pipe-21655
  • A an exception error was found when trying to generate a budget.  Further, a Success message would generate even though the error occurred.  This is resolved to function and display correctly.  Pipe-22016
  • While on the Products page, previously the import function was broken.  This is fixed allowing for import functionality and page reload.  Pipe-22060
  • Pipeline is fixed to allow a user the ability to edit Roles and Permissions. Pipe-22063
  • The export CSV/Excel page within Budgets was previously not working.  This has been addressed and fixed.  Pipe-22176
  • Within the Costing and Purchasing pages, the Delete Selected option remained at the top of the page even after clicking that option.  This is resolved.  Pipe-22357
  • Within the Purchasing page, the success toast notification was incomplete when saving Cost Code.  This is now fixed. Pipe-22367
  • Within Pipeline Purchase Orders, a error toast message would disappear automatically without the user addressing the reason for the message.  This is fixed.  Pipe-22683
  • Error toast notification was not previously shown, when clicking Save button, while there were empty fields on the modal dialogs on Purchasing page.  Pipe-22721  
  • When clicking “View & Print PO”, a user would get a server/application error.  This is fixed in version 2022.2.  Pipe-22726 
  • The User Settings page did not previously show successful notification after saving changes.  It now does.  Pipe-22823
  • Pipeline is fixed to not allow a user to access incorrect Job number directly from the URL.  Pipe-23100
  • Previously, the print functionality via the View and Print Purchase Order button was not working.  It is now functional. Pipe-23103
  • Previously, Copy Vendor functionality was not working properly.  This has been addressed in 2022.2.  Pipe-23104
  • Pipeline is fixed to ensure Subcomponents are copied when Products are copied.  Pipe-23976
  • While navigating to the Product assignment, on the Products page, there was previously a SQL timeout error related to database size.  This is fixed. Pipe-24826
  • Tilson Homes Activity Log could not be searched.  This has been addressed and resolved.  Pipe-24827
  • Pipeline is fixed to allow a user to successfully export a House BOM with Option mapping and not have extra Products in that mapped Option.  Pipe-25061