Return to Builder/LBM Solutions

Summer 2019.2

RELEASED 7/26/2019

New Features

  • Pipeline is now integrated with MS NAV. The user can sync Vendors, Communities, and Jobs from MS NAV into Pipeline. The user can also send Budgets and Purchase Orders to MS NAV. (S-03219, S-03218, S-03013, S-03016, S-03015) (S-03012, S-03013, S-03015, S-03016, S-03218, S-03219, S-03013, S-03015, S-03016, S-03218, S-03219)
  • Product Uses – Products can be categorized with a Use via two methods.1.) When assigning a Subcomponent to a Product via the subcomponents page or2.) During a 2D take-off where the Use is carried from the Quantity through to the Product on the Bill Of Material. Uses can be utilized to categorize Products beyond or in lieu of Building Phases and Product Styles. Examples of a Use would be Header, Joist, Wall Plate, Stud, First Floor, Interior, Exterior, etc… (S-03025, S-03028) (S-03025, S-03028, S-03040, S-03044, S-03050, S-03051, S-03154, S-03102, S-03173, S-03155, S-03156, S-03157,S-03158, S-03204, S-03184, S-03159, S-03160, S-03161, S-03162, S-03163, S-03205, S-03088, S-03190, S-03192, S-03193, S-03194, S-03195, S-03196, S-03206, S-03191, S-03197, S-03198, S-03199, S-03200, S-03201, S-03207, S-03192, S-03195, S-03197, S-03200, S-03210, S-03211, S-03212, S-03213, S-03214, S-03215)

Enhancements

  • The Copy Product dialog box is now centered in the middle of the screen. (S-03036)
  • The General Home Front Integration Setting page is now accessible. (S-02968,S-02942,S-03014)
  • Usernames are now protected in the View Current User role for login. (S-02991)
  • Product assignment and Option Assignment pages are now separated by open or closed jobs. (S-02374)
  • Product Uses can now be imported and exported on the Uses > Default page Utilities. The import adds new, updates existing, but does not delete Uses from Pipeline. (S-03026)
  • Users can now access Added product Uses to Option products, Custom Option products, Worksheet products, House quantities, and Job quantities. (S-03031, S-03032) (S-03031, S-03032, S-03033, S-03037, S-03044, S-03051, S-03062, S-03063, S-03064, S-03065, S-03069, S-03070, S-03102)
  • Copied house quantities updated to include Use in the product properties. (S-03071,S-03102)
  • Admin users can now create, read, update, and delete users. (S-03072)
  • BOM tracing now includes trace nodes for All Phase subcomponents. (S-03104,S-03136)
  • Editing job numbers no longer allows you to select an existing number. (S-03133)
  • Excluded Building Phases for product subcomponents can now be imported and exported on the Products > Default page Utilities. The import adds new and deletes existing Excluded Building Phases. (S-03141)
  • Users are now able to set the Use value on a product subcomponent. (S-03068, S-03102, S-03075,)
  • The subcomponent import and export now include Use and Option Name. (S-03081)
  • Previously, Option Groups and Option Selection Groups labeled as Groups. Now, groups are specifically named Option Group or Option Selection Group across all pages in Pipeline where needed. (S-03096)
  • Worksheet products can now be imported and exported. (S-03225)
  • The Copy Subcomponents dialog box now defaults to Check All text field. (S-03142)
  • The Use column is now available when importing house quantities. (S-03067,S-03102)
  • Enhanced Subcomponents logic is now included in the Activity log. (S-03135)
  • The Option List Display Settings now allow to allow user choices of how option information is displayed. (S-03147, S-03148) (S-03147,S-03148)
  • The Pipeline API is updated to account for Use on the product quantity. (S-03108)
  • Tracing now includes All Phase subcomponents. (S-03136)
  • Users can now see the Product Name and Descriptions in a Product List in the Copy Subcomponents dialog box. (S-03149)
  • The Excluded Building Phase column now appears in a tooltip for All Building Phase subcomponent line. (S-03166, S-03167) (S-03166, S-03167)
  • The Product Subcomponent page can now be filtered by Product Building Phase. (S-03169)
  • The BOM trace output now includes Use. (S-03255)
  • Users can now select Start Modified Send to WMS to update the page and modify the screen. (S-02290)
  • Pipeline users can now import and export Communities. (S-03246)
  • Checkboxes and text fields are now aligned. (S-03035)
  • The Help link now links to the latest help site. (S-03117)
  • Users now have the option to select a Custom Options’ tooltip in the Job Option page. (S-03095)
  • Job XML import notification message now displays an accurate notificiantion. (S-03103)
  • Users can now use the Use parameter in the Spec Set Product export. (S-03084, S-03102)
  • Previously, Product Building Phase Add would allow duplicate product codes. Now, a notification will be created so Product Building Phase Add will not produce errors. (S-03086)
  • Spec Set Product Conversions and Spec Set Style Conversions now contain the Use parameter. (S-03082, S-03084,S-03151)
  • Estimators can now toggle different views for the job BOM. Available Views include: Option/Phase/Product, Phase/Product, Option/Phase/Product/Use, Phase/Product/Use. (S-03208, S-03154,S-03155,S-03156,S-03157,S-03158,S-03204)
  • Use included in House BOM CSV/XLS export. Users can now export house BOM CSV and XLS with the Use parameter. (S-03211)
  • Users can now export house BOM XML with the Use parameter. (S-03212)

Fixes

  • Options marked as a Community Standard in Community House Options are now set in Pathway. (D-02226)
  • Estimators can now add an Option to a Community House Option and enter a price. (D-02271)
  • Users can no longer generate bid Products to an Option. (D-02241)
  • Users whose mouse pointer hovers over a house name on the Option House Product page will now displays details of the house. (D-02229)
  • The filter pane on the Building Phase no longers moves to the top when scrolling to the bottom of the page. (D-02269)
  • Users who delete products that are not assigned to a Building Phase or Style can now delete products and assign them to a Building Phase or Style through a dialog box. (D-02268)
  • Previously, filters in the Job Estimate page would only filter contained objects. Now, all filters in the Job Estimate page produce accurate results. (D-02266)
  • The quantities column in Add Product Quantities page is now inline with other rows. (D-02265)
  • Previously, an attempt to uncheck and save the Community Planner checkbox on the Community Details page would produce an error. Now, users can uncheck and save the Community Planner checkbox on the Community Details page. (D-02220)
  • The Import Prospect page can now be accessed. (D-02307)
  • Subcomponents created in the product assembly logic with non-default parent style set will now only display in the parent product using that parent style. (D-02256)
  • Previously the Refresh WMS Vendors and Cost button was removed. That button is now restored. (D-02242)
  • Previously, the Product Details page in the Manufactures and Style panel allowed users to enter the same manufacturer and style combination more than once. Now, users are prevented from making errors when entering new manufactures and style combinations. (D-01891)
  • Communities with more than one lot can now be deleted. (D-02254)
  • Admin and Superadmin users can now view multiple pages simultaneously. (D-02255)
  • You can now use the dropdown menu in the Purchasing > Purchase Order page. (D-02257)
  • Previously, access to Import Prospect page was inaccessible. Now, Import Prospects page is accessible. (D-02258)
  • Copying a product from Products > Default page > Include Subcomponents no longer produces the wrong style. (D-02260)
  • The Sales customer list on the Customer profile page is now revised. (D-02262)
  • Lot Status now displays correctly in Communities. (D-02282)
  • Sales Filters now work inside the Cost Group columns. (D-02273)