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Spring 2020.1

RELEASED 5/1/2020

Enhancements

  • Added House Custom Fields section to the House Settings page. (S-03844)
  • Added Product Custom Fields section to the Estimating Settings page. (S-03828)
  • Added a Custom Fields page to a Product. (S-03849)
  • Added a Custom Fields page to a House.  (S-03845)
  • Added Option Custom Fields section to the Option Settings page. (S-03868)
  • Added a Custom Fields page to an Option. (S-03869)
  • Custom Fields being used in Pathway Sales on Job Contracts have been limited to only retrieve from Custom Field type of Job. (S-03928)
  • Added an effective date selection for the Sales Options Pricing page to use future pending costs for any future days to generate prices, rather than using current costs. (S-03755)
  • Added a new page in the Sales Pricing section to analyze pending future prices that have been made from the Sales Options page. From this page, pending future prices can be approved or rejected. (S-03756)
  • Added a new scheduled task to automatically rollover any pending future prices that have been approved, once the date they were approved for comes around. Additionally there is a manual button on the Pending Future Prices page to manually trigger this rollover for the current day. (S-03753, S-03754, S-03758, S-03757)
  • Future costs will now roll over on their effective date to become current costs. (S-03659)
  • The Historical Cost information is populated when users insert, update or delete the costs. (S-03657)
  • Added the Rollover Costs permission. (S-03830)
  • Notifications for Estimate and Budget pages are enhanced for better clarity. (S-03794)
  • Added the ability to move Reconciled Product Quantities occurring from Job Imports to their actual Options or Custom Options on the Job Quantities page. (S-03761)
  • Added the ability to add or update Product Quantities on Job BOMs. These adjusted quantities will be included in all future generations of that Job BOM until the adjusted quantity is deleted. (S-03762, S-03763)
  • Removed Generate All House Options and Generate All Global Options selections from the House Estimate page. (S-03832)
  • The grid on the Vendor Products page is now expanded by default. (S-03772)
  • The menu Product Comparison is now changed to Cost Comparison. (S-03771)
  • The Option/Building Phase Bid Costs page has been moved to the Costing section. (S-03694)
  • The House Estimate page is updated to increase functionality. (S-03666)
  • Estimating events have been added to the API broadcast. (S-03872)
  • Builder events have been added to the API broadcast. (S-03871)
  • The Cut Off Phase page has been reordered to put the Option Groups grid on top. (S-03739)
  • The Cut Off Phase is added to the Option Group Detail page. (S-03740)
  • The Cut Off Phase is added to the Option detail page. (S-03741)
  • The Community Phase code has been added to Community phase. (S-03705)
  • The Communities API endpoint has been enhanced to include methods for Community Phase. (S-03764)
  • Community Phase will now be displayed in the Job Details page. (S-03777)
  • Data structure change for lot’s assigned to community phases. (S-03863)
  • Communities are assigned to users to have access to in Pathway.  A user that is assigned to a certain community can only load, edit, and create Scenarios and Jobs that include the communities to which they are assigned. (S-03819, S-03820)
  • Job Code Mask setting added for jobs created by Pathway Sales to be assigned a job number based on a combination of the  Community Code, Phase Code, and Lot Number. (S-03597, S-03818)
  • Parent Option Mode setting added to BOM Settings page. (S-03792)
  • Export to CSV and Excel added to the Product Quantities by House and Option report. (S-03723)
  • Creation of jobs are now tracked with the associated community phase name, lot status, username, and date created.  Jobs of type spec are now tracked through the spec-to-sale process, indicating when the lot status has changed from type spec to sold, including the name of the customer it was sold to. (S-03710, S-03829)
  • Filters have been added to the View Purchase Orders page on Jobs. These filters organize grids by Building Phase, Building Group, or Release Group. (S-03730)
  • A Detail page has been added for Building Groups to see detail information and associated Building Phases. (S-03726)
  • Product Calculations now require the QTY key within the calculation and have been enhanced to allow it multiple times and anywhere within the calculation, not just at the beginning. (S-03796)
  • Spec Set Assignment page has been moved to Product Assignment menu and Use information added. (S-03806)
  • Delete Product modal closes automatically after a Product is deleted from the master Products page. (S-03722)
  • Updated the label for the XML, CSV and Excel Exports of the Products to be more clear about what is exported. (S-03860)
  • Product Categories have been moved on the Product Details page to their own panel and can now be exported and imported. (S-03799)
  • Updated the label for the CSV and Excel Exports of a Job Estimate to be more clear about what is exported. (S-03858)
  • Customer name and information is displayed as read only on the Job Details page. (S-03810)
  • Moved Option House Products page to a panel on the Option Products page to consolidate all Option Product types into one screen. (S-03802)
  • The House Options pages have been correctly renamed to House BOM and House Estimate. (S-03728)
  • Added the ability to Generate All House Option, All Global Option, or All House and Global Option BOM & Estimates on the House Estimate page, similar to the House BOM page. (S-03729)
  • Added Community Phases to the House Details page. (S-03725)
  • Added loading gif for all actions on Option/Building Phase Bid Costs page. (S-03837)
  • Updated the label for the CSV and Excel Exports of a House Estimate to be more clear about what is exported. (S-03859)
  • Lot address and Lot price are now displayed on the Lot page. (S-03717)
  • On the Lots page, the Community Phase value now links to the relative Community Phase Details page. (S-03865)
  • The quick access list of Options on the Options pages is now displayed according to the Option Display Format setting found in Builder Settings. (S-03720)
  • The Option Assignments page now includes more grids when showing Options in use. This Options Assignment page has added filters to the grid and a default setting has been added to the Builder section of the Settings page. (S-03676)
  • The Option and Elevation pages are now combined into one page. (S-03797)
  • The Activity Log table is modified to have better filters. (S-03805)
  • The Default Page Size setting now applies to all grids. (S-03716)
  • Added new timeout setting for database connections that need to run longer than the typical value. (S-03702)
  • The Items by Building Phase report is now exportable. (S-03684)
  • Vendors page added to Building Phase showing Vendors assigned to a Community for the select Building Phase. (S-03798)
  • The Product Cost and Cost Comparison pages have been better organized. (S-03731)
  • Image Icons added to Product Comparison and Option Bid Cost in the Costing section. (S-03735)
  • The House Estimate and Job Estimate exports are updated to follow a consistent format between the two. (S-03861)

Fixes

  • Historical Costing top navigation links were cleaned up to follow standard process. (D-02414)
  • Restored functionality for a Product Quantity to be added to a Variance PO on a Job. (D-02400)
  • Ability to copy Subcomponents that are not associated to options has been resolved. (D-02411)
  • Export House BOM and Estimate reports are updated to export correctly. (D-02401)
  • Job Estimate now gets Option Bid cost properly. (D-02424)
  • The bedroom, bathroom and garage information display properly on the Houses by Community Report.                 (D-02388)
  • Fixed issue importing House Quantities with Uses. (D-02425)
  • Product Style on House Quantities Export is restored. (D-02366)
  • The house page is restored when users click on a house in the community page. (D-02386)
  • The Lots can be imported without errors. (D-02409)
  • Restored functionality of Job Option Quantities multiplying Product Quantities when Applying System Quantities to a Job. (D-02418)
  • The Product name at the dialog is cleared when an Estimator adds a new Product. (D-02387)
  • The ability to add Options to a Community is restored. (D-02402)
  • WMS Job BOM sync no longer returns failed message when the sync is successful. (D-02404)
  • Fixed issue where duplicate product codes were not being detected correctly in a building phase, either through manual edits or from imports, while using the BuilderMT integration. (D-02423)
  • Updated the Playbook to not include a Style element unless Manufacturer and Style are included in the import. (D-02420)
  • Config Setting database limits are increased from 255 characters to 4000 characters. (D-02415)
  • Fixed Check License Server link on dashboard when Pipeline is unable to connect to the License Server and requires attention. (D-02422)
  • Changes made to the ConfigurationManagerData and InitializerHookModules to allow our API to hook modules better. (D-02399)
  • Restored functionality to input duplicate blank values for Vendor code. (D-02417)
  • Sitemap was updated with correct spelling to avoid a 404 Error on House in Community Cost Override page. (D-02391)
  • Setting the Option/Building Phase Bid Cost from the House page is restored. (D-02405)