Version 22

22.1

Bug Fixes - 22.1.38 - Released 29 October 2024

This build has no version specific bugs that need to be reported, but has cumulative fixes from prior versions merged into it.

Bug Fixes - 22.1.33 - Released 26 August 2024

This build has the following bug fixes implemented:

Fixed

11879122 - Blank Job Number Downloading From Service Pro Causes Exception

In 22.1.24, we added the ability to sync down the job number from Service Pro with 11870839, but that led to this issue and the ugly error being seen when running connectors.

Bug Fixes - 22.1.31 - Released 27 June 2024

This build has the following bug fixes implemented:

Fixed

11877926 - Age Customer Job Throwing Exception

This fixes the age customer job throwing the error "The multi-part identifier "BirdDog25.MacolaOrderNo" could not be bound" in some scenarios.

Bug Fixes - 22.1.30 - Released 4 June 2024

This build has the following bug fixes implemented:

Fixed

11875998 - Update UPS API Call To Support OATH 2.0

UPS is deprecating access key authentication in favor of an OAuth 2.0 security model for all APIs as of 5 August 2024, at which point access keys will no longer be supported for authentication to any UPS APIs. As a result, we implemented a critical fix to our existing UPS freight account functionality to ensure it continues to work. We no longer need any of the information previously required; instead, there is now a button on the UPS freight account page that will send the user to UPS to authorize BirdDog to access the data. Authorization then takes you to the BirdDog home page and upon logging in with the email address we have on record, your system is fully authenticated and you are redirected back to your site. Apart from this, UPS rating is unchanged in BirdDog.

Bug Fixes - 22.1.24 - Released 19 February 2024

This build has the following bug fixes implemented:

Better

11866320 - Macola ES Doesn't Handle G/L Account Cost Center/Unit Defaults Correctly

We encounted an issue where a new ES Ecommerce system was getting errors at checkout referencing an invalid G/L account on the freight account on the Ship Via. The real issue turned out to be that we were reporting that account as invalid because they were using the default cost center or unit and that wasn't listed in the "available" cost center/units for the G/L account. It turns out that Macola ES doesn't require the default cost center/unit to be in that list; the fact that it is the default automatically makes it valid.

Fixed

11868458 - Quantity Available Is Inconsistent Across Site When In a Multi-Location Environment

In our system, you can configure how the line location of an item is set on new orders by going to Site Setting | Ecommerce | Location Determination. However, we discovered that this was not always being honored on certain pages when a customer was logged in and that customer was set to something other than default.

Better

11869177 - Timeslips Not Selecting When Start/End Time Too Close

This fixes a issue in the date comparison in the TimeSlip functionality in BRAIN. We observed a timeslip with an EndTime of 2023-11-01 13:29:52.317 and the next timeslip had a start time of 2023-11-01 13:29:51.657. While these technically overlap, the rule is supposed to allow overlap of less than a second. Due to a precision issue in the date comparison, this was reporting "TimeSlip Has The Following Broken Rules: TimeSlips Overlap" when it shouldn't have been.

Fixed

11870839 - Job Number Doesn't Sync Down From ServicePro

When the field Job Number is populated in a Service Pro Connector system on an order created via import, the Job Number failed to download into our database when the connector runs.

Better

11871307 - Added Support Parent/Child Relationships For Region Codes

With 22.0, we added Region functionality to our Service Pro Connector system, but we failed to add support for parent/child relationships within those codes (so region 2 and 3 could have region 1 as their parent, for example.) This lack of support meant that when the SPE system linked the Service Pro Region with the one created in our environment, it overwrote whatever was set as a parent Region in Service Pro with GLOBAL. With this build, we simply stopped overwriting the hierarchy properties for those Region Codes.

Better

11871368 - Connector Doesn't Handle Uploading New Equipment When It Is Duplicated On Service Pro

We discovered this in a scenario where there were two identical Equipment records in Service Pro Connector - same customer, same site, same equipment number. When that Equipment is created in BirdDog and the connector was run to link them up, we were returning an error decipherable only to developers. Now the system will link to one and also return a warning that the equipment is duplicated and which one we are updating.

Fixed

11871670 - BirdDog Fields Of Type DateTime Should Handle Being Set To Blank

The issue of this was that Date/Time BirdDog fields didn't allow being set to blank. This had already been fixed for Date fields. Now, Date/Time fields will see blank as 1/1/0001 12am.

Fixed

11871684 - Changing To A Ship-To With A Default Location On The Cart Doesn't Update Existing Cart Line Locations

While testing 11868458 above, we discovered that if a customer logged into Ecommerce and checked out using an existing Ship-To that was set to pull from a location other than default or what the customer was set to, the order was ignoring the Ship-Tos settings.

New Features

This branch has the following features implemented:

New

11869199 - CartForm CSV Upload

We added a new document layout (Categories40) with the name Cart Upload. It is automatically created in Ecommerce systems along with instruction to use.

New

11869494 - Add Support For Linking Customer To Organization By Customer Number

This adds the ability to to import a new contact under an existing customer in Service Pro Connector, as well as update them via import.

Better

11869855 - Add Line Request And Promise Date To Order View

On the Order Form page in Ecommerce, we were only displaying the line request date. This adds promised and required ship date.

New

11870748 - Add Ability To Set Request Date From The Cart Page

This adds the ability to set Request Date on a cart line from CartForm. This opened up a security hole where a user could request a date before today giving themselves a promise date of before today. To close this hole, it updates the behavior of Request Date. Before this, when you added a new line, the request date was set to today, the promise date was calculated from today based upon availability, and required ship date was set to request date. On subsequent updates to request date, promise/required ship date would default to request date. Now, anytime you update request date, promise date is recalculated and required ship date is set to promise date. If the request date is before today then today is used when recalculating promise date. This is not default behavior. While the support for it is now baked into the code, a custom CartForm page will be required.

22.0

Bug Fixes - 22.0.45 - Released 27 April 2024

This build has the following bug fixes implemented:

Fixed

11873600 - Item Description Too Long in Configure One

While initially observed in the Configure One Connector, this actually affects all connectors as we have updated the system to trim item descriptions based upon the ERP we are connected to. For Configure One items only, we have also updated the system to mark any items created there and downloaded via the connector as Manufactured.

Bug Fixes - 22.0.43 - Released 19 February 2024

This build has the following bug fixes implemented:

Better

11855646 - Add Warehouse Name and Warehouse Description to Synced Fields

Improved information that is pushed up using our Service Pro connector.

Fixed

11866836 - Require Password Change/Password Reset Feature Doesn't Handle Encrypted Passwords Correctly

After a user is prompted to change their password upon first login attempt, the user was not able to commit password change and unable to login entirely. This is actually an old issue as passwords in BirdDog have been encrypted for ages, but we simply had not encountered it in the wild until recently.

Better

11867439 - Allow Item And Customer Edit Without A Specific License

Removes licensing requirements from adding/editing customers/items.

Fixed

11871633 - Configure One Greatest Seen Times Table Not Updating

One of our tables was not updating with a Configure One connector, which was causing problems with order downloads. This resolves that issue.

Fixed

11872292 - Invalid Column Name ParentID When Posting

An old project long since phased out created a table named BDOrderAppointments to store Service Pro order appointment information. Because the code has been removed no new databases have this table. However, databases that have been running BirdDog long enough do have this table since the creation was removed but the table was not dropped. When we implemented Service Pro Exchange, a table with this same name was created with a different schema. This has been working fine against all of the newer databases we've run it against. When this code is run against an older database, the code sees that the table exists and moves on. This update fixes it to see that it is the old table, drop it, and then recreate it with the new schema. For customers who attempted to post invoices before this fix was applied and received the ParentID error, there is also a data cleanup script that has to be run because the post process seems to have posted everything correctly and failed at the point where it was removing the open order records.

Bug Fixes - 22.0.33 - Released 8 January 2024

This build has the following bug fixes implemented:

Fixed

11861434 - Kit Items Not Defaulting To The Correct Cost

This was a Macola ES/EM10 only issue where, if a kit item was created with zero parent cost, rollup cost, and price rollup set to none, the cost was not rolling up when using Ecommerce.

Better

11867625 - Import System Dropping Leading Spaces

Having leading spaces for item numbers is legal; however, our system thought like Microsoft and automatically "helped" by removing those leading spaces when utilized by the import functionality.

Fixed

11869396 - Typo in CustomExamples Read Me

Requirements was misspelled in the readme.md.

New Features

This branch has the following features implemented:

Better

11862334 - Service Pro Exchange Enhancements

Major enhancements made to the Service Pro Exchange system, which resulted in general Service Pro Connector enhancements as well. This was the primary reason for the point increase simply due to the size of this project and the sheer number of upgrades to this particular connector sub-system. These include:

New Tables to better support integration. These tables allow us to emulate the following Service Pro functionalities: Employees, Equipment, Divisions, Regions, and Order Reasons.
New properties on existing objects or previously existing properties now part of the Service Pro connector and/or the related import. These properties include:
- Customer. The following properties were added to this object: Attention, External Number, Division, IsActive, IsDeleted, and Notes.
- ShipTo. The following properties were added to this object: Cell Phone, Contact Name, External Number, Fax, IsActive, IsDeleted, Latitude, Longitude, Notes, OnHold, and SiteCreditHoldOverride.
- Inventory. The following properties were added to this object: Cost, Default Manufacturer Name, External Number, IsActive, IsDeleted, Notes, Search Name, and Unit of Measure.
- Warehouse. The following properties were added to this object: External Number, IsActive, IsVan, Name, and Notes.
- Inventory Warehouse. The following property was added to this object: Notes.
- Order. The following properties were added to this object: Description, Dispatch Note, Division, Equipment Number, Invoice Note/Resolution, Name on order, Phone on order, ReasonCode, and Regions.
- Order Lines. The following properties were adjusted to this object: ActualTime.EndDate and ActualTime.StartDate were handled with a line custom field; CreatedDateTime and CreatedUserID were added; and RepairItem.EquipmentNumber is Equipment Code on the order header.
New and Enhanced Imports. The following were added to better add, update and manage data between the unsupported ERP and Service Pro: Employee, Equipment, Warehouses. We also made some adjustments to existing imports to reflect the above properties, specifically: Customers, Items, Item Locations, Sales Orders, and ShipTos.
Employee and Equipment uploads were also added to the end-of-run connector message.
Because of so many changes, we also conducted major updates to the How It Works page for the Service Pro Connector. Existing customers using the Service Pro connector will want to consult the Upgrade Notes page.
Finally, due to the enhancements made in this project, we also revised the look of the System Management page on the web to relocate certain functionality to make better sense. Anything previously on the System Management page is still there; it may simply have been moved.

Better

11862950 - System Management Reorganization

Menu layout on Ecommerce System Management was radically improved.

New

11865140 - Create Configure One Connector

Added support for Configure One connector. This is a level 1 integration.

Better

11866165 - Add Custom Fields Support To Customer Imports

After creating a Field with Customer as the Group, the expectation is that the Customer Import will automatically show that option in the CSV, but it did not. This field did have the field in the appropriate Support table.

Better

11866759 - Update Imports To Handle Multiline Data

All imports that have columns that support multiline data (i.e. comments, notes, item/webcategory long description, etc.) will now support properly formatted CSVs with multiline data. UPGRADE NOTES: This breaks some backward compatibility with older imports. In our original imports, the instructions were on the column name line (i.e. Taxable (Y|N). While our current import process does not show this in the example (this information was moved to other rows in the sample file), it would still support it being there. This update removes that support; column names will need to match the example file exactly.

Better

11868733 - Add Ship To Columns to Sales Analysis Reports

Updated the three Sales Analysis reports on Enterprise with Ship To Name, City, State, and Zip Code.

Upgrade Notes

This build breaks some backward compatibility with older imports. In our original imports, the instructions were on the column name line (i.e. Taxable (Y|N). While our current import process does not show this in the example (this information was moved to other rows in the sample file), it would still support it being there. This update removes that support; column names will need to match the example file exactly.

Reason for Point Release

This point increase (v21 to v22) was caused by major changes to the Service Pro Exchange connector system. More information can be found by reviewing the appropriate information on the New Features page.

System Requirements Version 22

Server Requirements

Software Requirements

BirdDog Software can be deployed on a dedicated or virtual server that meets the following requirements:

Minimum hardware required:

Windows 2008 R2 Server - a good rule of thumb to follow for Windows versions: if Microsoft is no longer supporting it, we probably aren't either.
Minimum: 8 GB of RAM, recommended: 16 GB of RAM
Minimum .Net Framework 4.7.2
300-500 MB of available hard disk space per installed instance of BirdDog

BirdDog software can be installed on both x86 (32-bit) and x64 (64-bit) versions of the following:

Microsoft Windows Server 2008 R2
Microsoft Windows Server 2012
Microsoft Windows Server 2016
Microsoft Windows Server 2019
Microsoft Windows Server 2022

ImageMagick must be installed on your web server.

Database Server Requirements

Hardware requirements:

Minimum: 8 GB of RAM, recommended: 16 GB of RAM
200 MB of available hard disk space. Depending on the number of transactions, additional hard disk space may be required to store large number of transactions.
Document Management, additional hard disk space depending on the amount of documents. 5GB of documents will require 5GB of additional storage. Consider this, Using an estimate of 2,500 pages per file drawer and four file drawers per file cabinet, one can estimate that scanning two four-drawer file cabinets full of documents (ten thousand single-sided pages) will require 1 GB.

The BirdDog database can be hosted by:

Microsoft SQL Server 2012, any edition
Microsoft SQL Server 2014, any edition
Microsoft SQL Server 2016, any edition
Microsoft SQL Server 2017, any edition
Microsoft SQL Server 2019, any edition
Microsoft SQL Server 2022, any edition

Full-Text Search needs to be installed on your SQL Server for our software to function correctly. And as with the Windows note above, a good rule of thumb to follow for MS SQL Server versions: if Microsoft is no longer supporting it, we probably aren't either.

Work Station Requirements

2gb of RAM
2GHZ or better CPU
High-speed internet
Windows 10 or later - a good rule of thumb to follow for Windows versions: if Microsoft is no longer supporting it, we're probably not either.
If using Avatax, 64-bit is required

Web Browser Requirements

Web-browser Requirements for Ecommerce

Our publicly facing system can be accessed by any device with the latest version of one of the following browsers:

MS Edge; as IE was deprecated by Microsoft, we no longer support it.
Mozilla Firefox (still our favorite!)
Apple Safari
Google Chrome

Web-browser Requirements for Enterprise

Our ERP system can be accessed by any device with the latest version of one of the following browsers::

MS Edge; as IE was deprecated by Microsoft, we no longer support it.
Mozilla Firefox (still our favorite!)
Apple Safari
Google Chrome

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