Return to Builder/LBM Solutions

Version 5

RELEASE 5.2.0

Released 11/17/2017

Enhancements

  • The house estimate page loads faster. (B-02440)
  • The job estimate page loads faster. (B-02441)
  • The Job Estimate page layout is updated to match that of the House Estimate. (B-02464)
  • The House Details page, Add House process, and House Import process each support up to 10 bedrooms. (B-02159)
  • WMS house/option-specific bids can populate Pipeline’s products and costing databases. Each bid name is formatted to identify product name, house number, option number, and the condition for which the bid product is added to the option (if said condition exists). (B-02375, B-02428)
  • WMS users can sync vendors and product costs from WMS to the Pipeline Costing module to utilize native Pipeline costing.(B-02394)
  • Costing module sales tax labels are improved for clarity. (B-02414)
  • The Product Details page Tax Status entry determines how tax is applied to a product’s cost on the House and Job Estimate page for native Pipeline Costing. (B-02429)
  • When login fails, a detailed message informs the user if the username does not exist, the account is not approved, or the account is locked after too many failed login attempts. (B-02360)
  • Pipeline has API methods for user creation and retrieval. (B-02438, B-02439)
  • Pipeline’s API returns a list of lots per community. (B-02449)
  • Pipeline’s API returns a list of lot resources and custom lot specs per lot. (B-02450)
  • The upgrade notification link is redirected to the new release notes page. (B-02400)

Fixes

  • Pipeline’s costing module is intuitively organized and consistent with other modules in Pipeline. (D-01996)
  • The house estimate page correctly sums raw product costs with its tax costs. (D-02020)
  • The unit on the selection note feature is ‘NOTE’ instead of ‘EA’. (D-02039)
  • Job option selection note change for an option in successive job configurations no longer generates an error on Send to WMS. (D-02052)
  • House estimate page null cost display is fixed. (D-02056)
  • A global option BOM waste/rounding display error is fixed. (D-02062)
  • Job configurations can only be created from the last approved configuration. (D-01786)
  • When adding a subcomponent, the calculations list is not shown in duplicate. (D-01801)
  • After a conditional product is added to an option, the condition text box is cleared for the next product to be added. (D-01804)
  • The Option Products page performs as expected when a Global BOM contains a deleted product. (D-01818)
  • Sage 50 job estimate export functionality is restored. (D-01936)
  • Product quantities on the Reports > BOM > Product by House and Option report match the House BOM. (D-01945)
  • An error on the job estimate cost export is corrected. (D-01950)
  • Option Descriptions and Sales Descriptions are stripped of leading and trailing line returns. (D-01952)
  • To improve accuracy on the job estimate, rounding is applied to the quantity subtotal instead of individual quantities of one product. (D-01953)
  • Job BOM quantity and adjusted quantity link to the correct trace views. (D-01954)
  • Negative cost values on the house BOM and job BOM are highlighted in red. Also, cost totals are marked with an asterisk when one or more of the underlying product costs do not contain a value. (D-01967)
  • When subcomponent logic is copied from a product to itself, the browser refreshes automatically. (D-01971)
  • House in Community cost override functionality is restored. (D-01972)
  • On the Product Cost Community Override page, the building phase column filter functions correctly. (D-01974)
  • The ability to edit Building Phase/House-in-Community Override Cost is restored. (D-01975)
  • No release note needed. This is being deleted to handle the story. (D-01978)
  • Job links on Product Assignments page are restored. (D-01979)
  • The ‘Import Comparison’ page for houses generates comparisons for the selected material file without interrupting the user with a false error. (D-01981)
  • Pipeline supports multiple global option codes when synchronizing options to WMS. (D-01984)
  • Both the Product Cost Community Override page and the Product Cost Building Phase/Community Override page load without error. (D-01992)
  • A number of page objects are updated for better usability: the Estimate generation button’s text changes depending on whether or not a BOM is generated simultaneously, tool tips are added to icons, and the Option Number is added to the estimate grid to emulate the House BOM page. (D-01994)
  • Product Cost Building Phase/Community Override and Building Phase/House-in-Community Override duplicates are removed. (D-01997)
  • Product Cost Building Phase/Community Override and Building Phase/House-in-Community Override can be set per individual product/style. (D-01998)
  • The Building Phase/House-in-Community Overrides Cost panel Building Phase column filter function is restored. (D-01999)
  • The Product > Cost Comparison page user interface is updated. (D-02002)
  • The Vendor > Building Groups & Phases page user interface is updated. (D-02003)
  • Parent-child phase product functionality on the House and Job BOM is restored. (D-02017, D-02028)
  • The Pipeline utility page from which BOM estimates are deleted from a house no longer causes an error. (D-02019)
  • The Reports > BOM > Trace – Qty Down function is restored. (D-02025)
  • eCommunity Longitudinal settings allow correct values from -180 to 180 degrees. (D-02026)

RELEASE 5.1.0

Released 7/7/2017

New Features

  • Three tasks: (1) House BOM generation, (2) Sync House/Options to WMS, and (3) House BOM costing in WMS Utilities can be scheduled to occur on a routine basis on the User Menu > Scheduled Tasks page. (B-01762)
  • Condition string functionality is improved for length and logic capability. (B-01939)
  • Job BOM exports to Excel include cost information. (B-02263)
  • Style Names are imported with Option Products. (B-02317)
  • Options on all houses can be imported in a single file, such as created by the Playbook Template, instead of separate files for each house. (B-02350)
  • House BOM Option Costs can be generated from WMS in the Queue. (B-02107)
  • Pipeline now has the capability to send over a selection note product on an empty selection option estimate when a job is synced to WMS from Pipeline. (B-02325)
  • The Pipeline database is improved for better performance. (B-02316, B-02363)
  • Pipeline supports importing, such as from the Playbook Template, and exporting Vendors. (B-02364)

Fixes

  • When an Option is changed from Global to Non Global, the House BOM will display “Not Yet Generated”; when an Option is changed from Non Global to Global, the Global BOM will display “Not Yet Generated”. (D-01899)
  • On the Product Assignment page of any given product, Spec Sets link to the appropriate Spec Set Group instead of the list of all Spec Set Groups. (D-01933)
  • Button placement on the right side of certain pages is fixed when the browser size is reduced. (D-01942)
  • Parameter saving on the House Quantities page is corrected. (D-01799)
  • Product tracing for a product with multiple input key measurements fully shows all paths. (D-01915)
  • The functionality is restored to display only the most recently generated BOM information on the Job Costing module Estimate view. (D-01941)
  • Full functionality of ‘Send all House Options to Queue’ is restored. (D-01943)
  • The ability to have the same product in multiple spec set groups is restored, and an accurate BOM is generated in such a case. (D-01963)
  • In trace diagrams, key measures link to the Quantities pages on the House or Job. The Key Measurements in the sidebar link directly to the products themselves. (D-01940)
  • Supplemental products are displayed in the options view of the job BOM. (D-01849)
  • Jobs cannot be created with a Job Number already in use in Pipeline. (D-01896)
  • The House Elevations page correctly shows the Sales Description. (D-01948)
  • A link can be added on the House Resource page. (D-01903)
  • The Community Options Export is formatted to match the Import. (D-01934)
  • The ability to edit Option Product Quantities is restored. (D-01939)
  • House Option Products have no condition assigned if one is not added upon creation. (D-01955)
  • Pipeline ignores line breaks when comparing option description fields with WMS to determine the need to update these fields. (D-01919)
  • The correct feedback status is shown when a job BOM is synced to WMS. (D-01957)
  • The correct total cost in both phase and option view is displayed on the Job BOM when summing the underlying building phase, option, and product cost totals. (D-01902)
  • An error in the received job data from WMS is now handled to allow receiving properly. (D-01917)
  • All grid filters are case-insensitive. (D-01700)
  • The ‘Job BOM Default View’ setting works as designed to set the initial view of a Job BOM. (D-01964)
  • All Task Log History for a schedulable event is now shown. (D-01956)
  • In the Costing module Job Estimate, functionality is restored to display both the vendor and alternate vendor, and you can choose either vendor for the estimate. (D-01932)
  • An issue with the job costing estimate export to Sage 50 is now fixed. (D-01935, D-01949)
  • Relevant cost totals on the job BOM in option view are now equivalent to those in phase view. (D-01944)
  • On job estimate export .csv and .xlsx files, negative values are correctly displayed instead of ‘N/A.’ (D-01893)
  • The House Costing Estimate export is restored. (D-01946)

RELEASE 5.0

Released 5/8/2017

New Features

  • Thousands of options on one house can now be generated in a small fraction of the time previously taken. (B-02089)
  • Pipeline has a job estimate export from our costing module to Sage 50 Accounting. (B-02141)
  • Pipeline config settings are better organized for clarity. (B-02158)
  • A report showing house BOMs not in sync with WMS is available. (B-02287)
  • All Key Measurements in a Trace show the source from where they came. (B-01996)
  • Key measurements are appended with their origination of House or Option on the House BOM tracing diagram. (B-01824)
  • Playbook Template version 1.3.0 can be downloaded. Updates include: revised sample data, addition of dependent condition column on Option Products sheet, link to recommended characters document on Summary sheet, revised comments and formatting, removal of invisible data formerly in rows 7-14 on Options sheet. (B-02323)
  • House descriptions are removed from grids where the information is not necessary, freeing up space for more relevant data. (B-02032)
  • Adding elevations to a house is done in the same manner as adding options, with search functionality and the ability to add multiples at once. (B-02142)
  • Users can scroll the left-side panel on the tracing page when Key Measurements extend past the length of the page. (B-02146)
  • When necessary, quantity is abbreviated as QTY uniformly throughout Pipeline. (B-02162)
  • Option Groups on the Option Detail page are displayed alphabetically. (B-02163)
  • The Product Assignment page’s Houses and Options are listed alphabetically and the links can be opened in new tabs. (B-02167)
  • Pipeline users can hover over all Options and Products displayed on the Product Assignment page and see their relevant information in a pop-up box. (B-02195)
  • A panel is placed around the Condition Builder when editing an Option Product condition or an Option House Product condition. (B-02199)
  • The Subcomponents page displays the Quantity Multiplying factor as ‘Qty-Multiplier’ (B-02200)
  • The Options Assignment page Communities panel shows if an option is ‘Available to all Houses’ in that community. (B-02213)
  • The ‘Condensed Mode’ and ‘Expanded Mode’ buttons on the Job BOM are replaced with a toggle button, making it clear which view the user is looking at. (B-02225)
  • If all Community lots are numbers, they are displayed in numerical order instead of alphabetical order. (B-02226)
  • On the Option Assignment page, multiple Houses and Communities can be removed at the same time with the use of Bulk Actions. (B-02229)
  • Pipeline supports scheduling recurring tasks. (B-02238)
  • Product links open in a new tab when adding products to a House or Job. (B-02252)
  • eHome eCommunity settings are located on the Community Details Page. (B-02266)
  • SpecItUp integration API calls are verified within Pipeline via automated unit tests. (B-02267)
  • Telerik controls are upgraded to 2017. (B-02284)
  • A Product Information hover is added to the ‘Add Product Quantities’ window when adding House and Job products. (B-02294)
  • Toast messages longer than the screen scroll vertically for easy readability. (B-02303)

Fixes

  • When exporting files from Firefox, the appropriate file extension is appended. (D-01807)
  • Validation is added to Product Waste and Rounding fields to ensure that only proper values are applied. (D-01811)
  • The ‘Percent Billed’ field is added to the Building Phases grid. (D-01827)
  • House Option Costing errors are properly formatted and display red instead of green. (D-01830)
  • On the Import Comparison View page, the import button’s text now says ‘Import’ instead of ‘Import Comparison View.’ (D-01832)
  • When creating a new style on a product, if the code you enter is already in use within the same building phase, you will receive an error message, and your attempt to save the style will fail. Pipeline will not set the style code to blank, to force your new product style creation attempt. (D-01845)
  • A start and end date filter is added to the Jobs grid. (D-01846)
  • Parenthesis are removed when creating and importing a Product. This alleviates Building Phase issues when syncing to WMS. (D-01848)
  • The Series page is sorted alphabetically. (D-01851)
  • When viewing by Option on the Job BOM page, the ‘Filter by Phase’ properly shows phases only once. (D-01852)
  • The arrows in drop down lists are clickable along with the text. (D-01853)
  • eHome Designer elements are correctly ordered in eHome when setting the Priority field in Pipeline. (D-01855)
  • Adding Options with the ‘Add’ button in Bulk Actions works as expected. (D-01858)
  • An error that occurred when accessing the Subcomponents page of a Product not in a phase is fixed. (D-01859)
  • Products without a Building Phase can be deleted from Pipeline. (D-01868)
  • The ‘additional sync utilities’ page handles data sets where no community house options are marked as global. (D-01872)
  • Pipeline uses a better algorithm for comparing bid products between WMS. (D-01875)
  • The Subcomponent Icon shows correctly on the tracing page. (D-01901)
  • The Activity Feed properly records the action of changing a House Cost Override. (D-01904)
  • When a community, house, or option is deleted, all remnants are cleared better from the BOM reports. (D-01908)
  • Pipeline code is restored to handle one WMS instance with multiple Pipeline instances. (D-01910)
  • An attempt to add a new product style fails when corrupt data is detected, and an error is generated. (D-01916)
  • The HouseXML file does not produce an error when presets are present with elements without manufacturers. (D-01922)
  • House Quantity processing of dependent conditions is more correct. (D-01929)
  • A sales contract approved in WMS without a lot swing is processed as a job in Pipeline. (D-01931)