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(v1) .Release Notes v2023.1


Release 2023.1 is now available; it is a major release that contains new features and refinements. 


NOTE: PHP 8.1 IS REQUIRED for this upgrade.


We will begin scheduling 2023.1 updates on customer Test systems starting on November 4th, 2023.

Notable Changes

  • CustomerCenter Approvals Phase 2
  • Adds the ability to edit the page number under any Grid.
  • Removed the "Available Service Host" field from Services.
  • Converting Service Requests to Service Orders now displays a new dialog allowing the selection of SDCs to be applied to each Action on the Order.
  • Added the ability to export and import the Import Formats.
  • Added the ability to Bulk Update Contacts and Departments.
  • Added a Service Order Equipment Import.

Please review the Database Changes in 2023.1 and make any necessary changes to your AdHoc Grids, Custom Events, and API calls.

Review and Refresh Session(s)

We are planning two Review and Refresh sessions for 2023.1. The first session is scheduled for October 24th, 2023, at 11:00 AM Eastern, and the second is scheduled for October 246h, 2023, at 3:00 PM Eastern. 

Key

Release 2023.1.1 (01-02-2024)

Component

Description

Type

Incident(s)

Documentation

API

Added Void to the Barcode Api sd_eqp_status transaction.




Barcode API Calls
Added scan_date to all Barcode API endpoints transaction types.
The Barcode API Endpoint's scan_date now supports time.  





Batch Barcode Transactions now return the errors for all failed transactions.





The Service Desk Equipment API Endpoint now adds Catalog Default Charges onto the Service Desk item.



IN-8817
Resolves isssue where the Reference field is not added when creating an Service Desk Action via the API.

IN-9845
Corrected Contacts API endpoint when adding Contact phone for existing Service.





Billing

Alternate Recurring Charges Stopped before the Billed Through Date now generate the correct Credit.

IN-10148
Resolved an issue where Invoices could have the wrong status due to bad floating point precision comparisons.

IN-10044
Manually entered Calls will now Bill by Assigning a Rate at creation



The Call ReRate function will now work without selecting an Import FIle format.



Catalogs

Add Barcode Generator to the EQP Catalog.




Barcode
Allowed incremental processing of GLA Replace, preventing rollbacks



IN-9797

Rewrote Charge Catalog Amount Updates.

Added Specified Date for Charge Amount Update.





Corrected error messages for Charge Catalog Bulk Stop Charges.



IN-9271

IN-9108

IN-10089


Resolves issue where the Location range builder throws a fatal error when using alphanumeric ranges.

IN-9705

CustomerCenter

CustomerCenter Cart Requests now start with the action item list expanded by default.

Users Group 2023
Optimized CustomerCenter to use fewer resources when requesting Equipment.

IN-9484

IN-9939


CustomerCenter Custom Menus no longer partially updates changes when large amounts of permissions are present.





CustomerCenter will no longer show invalid Service Catalog items on the shopping page unless the "CC_CATALOG_SHOW_INVALID_ITEMS" configuration value is set.



IN-9669
Number UDFs on Packages in the CustomerCenter Cart now validate ranges before submission.

IN-10117

General

Updated Wiki links to use Configuration Option.



Applied Form Read-only Permissions to non-standard Dialog buttons. Support was added for individually disabling Form Dialog buttons.

IN-10063
Fixed an issue preventing Child Records form saving with JITC mode enabled.



Resolves issue where email does not send in JITC mode.



Creates a new AUTH_GROUP_SEPARATOR so it can be used separately from the AUTH_ATTR_SEPARATOR. Sets the default value of AUTH_ATTR_SEPARATOR to a semicolon.





Perspective Scheduled Reports now show data for Call Details, Bill Details, and the Charges grid reports (anything with a source table selector).



IN-9162

IN-10022


Fixed Import Conditional Logic, creating unnecessary notices when not being used.

IN-9590

Imports & Exports

Export File Formats with SQL source data can now generate files without an extension. Current extension-less formats will be populated with the system defaults upon upgrading.

IN-10124
The Equipment Import no longer requires the Location field for updates, even when the catalog requires it. This is only if a Location already exists on the Equipment.

IN-9806
The Non-Service Charge Imports are now updated using the Form's Bill Date field.

IN-10101

IN-10417


Resolved an issue where Imports can fatally error when no records are updated.



The Equipment Charges Import no longer throws errors when using an Equipment RECID to match an Equipment Record.

IN-9289


The Contacts Import now correctly updates the Department even when that is the only field changing.

IN-10262

Inventory

Total at Re-Order Point by Warehouse Widget Changes

* Corrects the queries used for the Total at Re-Order Pnt by Warehouse and Item Urgent Re-Order by warehouse widgets
* Removes Critical and Warning columns from the grid as they do not apply to the data in the grid. The values apply only to the widget graph
* Adds a Reorder Count column that shows (onhand+onOrder-pending) for the warehouse and any children
* Adds minimum reorder amount column that calculates the amount needed for each location to appease the warehouse threshold
* Adds a location Column that displays the location of each inventory item
* Fixes the Asset and Consumable columns so that they show on the grid
* Fixes the warehouse name so it shows on the widget properly
* Adds a button to both grids that opens the warehouse



IN-6746

IN-9045


UDCs now work on grids opened from Equipment Pickers.



IN-10079


People

Fixed a visual bug on the Contacts Bulk Update form.





Service Desk

Added Assigned Workgroup and Competed Workgroup to the Service Desk Grids. Changed the  Workflow fields to "Assigned Worker" and "Completed Worker"


User Group 2023

Requests

Estimates

Service Orders

Work Orders

Incidents

Projects

Problems

Quick Ticks

Inventory SD Tab

Custom Widgets

Added Barcode to Service Desk Grids & forms.




Barcode

The Contact Picker on the Log Approval Service Desk Form no longer throws an error.

IN-9645


Resolves issue with missing columns on the ServiceDesk Charges Report Grid.

IN-9924
Adding or Updating Workflow in certain situations no longer throws an oops error.

IN-9371
IN-9480
IN-9483
IN-9453
IN-9568
IN-9602
IN-9610
IN-9703
IN-9706
IN-10203
IN-10084
IN-10067
IN-10255
IN-10258
IN-10284
IN-10322
IN-10129
IN-10134
IN-10222

Release 2023.1 (10-13-2023)

Component

Description

Type

Incident(s)

Documentation

API

Added expense_type parameter to Service Desk Equipment post requests.

IN-8817Service Desk API Calls
Fixes issues with Completing Service Desk items via the API.




Service Desk API Calls

Calls & Rating

Added ability to update Call Statuses between Raw, Rated, and Rated Unbillable.



IN-8905Call Details

CustomerCenter

The CustomerCenter Request Tracking page now allows the Requestor to request an update on an item's status.

Users Group 2022Request Tracking

CustomerCenter Approvals Phase 2

  • Adds a log/history of approvals.
  • Adds the ability to Approve or Deny individual line items.
  • The Approved GLA and Cost are now included in the "Request Approved" Remark that is added when an Approval is logged.
  • Adds support for groups of approvers and priorities to the approval queue.
  • Adds Tiered Approvals.
  • Each Approval Criteria that is matched requires approval.


 


Users Group 2019 (approval queues, tiered approvals)

Users Group 2022

IN-9348

CustomerCenter Approvals

Approval Criteria

Service Desk - Activity/Remarks

General

Optimized the temp file cleanup process.



Admin Default Perspectives can now be restricted by User Roles.




Perspectives Grid
Implemented Composer package management to improve the installation and upgrade process. 




Installing PCR-360
Updated the "Get Total Rows" icon with a more meaningful image.



The Grid

Count Report

Adds the ability to edit the page number under any Grid.


IN-7123

IN-3538

IN-4930

Grid Toolbar
Prevent using Multipart Email MIME type when no attachments are included in Emails.



Imports & Exports

Added the ability to export and import the Import Formats.



Import File Formats

Exporting and Importing the Import Formats

Added a Service Order Equipment Import.




Service Desk Equipment Import

Service Desk Charges Import

Inventory

Barcode Transactions can now be sent through the API in batches.




Barcode

Barcode API Calls

Barcode Batches


People

Added the ability to Bulk Update Contacts and Departments.

Users Group 2019

Workers/Contacts

Department Hierarchy

Services

Added Phone and Email Address columns to the Contacts Tab on Services.



IN-8047Service Contacts Tab
Removed the "Available Service Host" field from Services. This addresses multiple issues related to having two different Service Host values on a Service Record and should alleviate any confusion related to selecting the Service Host on a Service.


IN-6740

IN-9178

IN-9813


Service Desk

Moved logic specific to the 360 Service Desk Wizard from the Location picker class to its own class.




Converting SD Type
Converting Service Requests to Service Orders now displays a new dialog allowing the selection of SDCs to be applied to each Action on the Order.





Fixed the Replaced Equipment Picker on the Service Desk Equipment form so you can now select the Equipment on an Incident and its children as being replaced.

IN-3206Service Desk Equipment
Fixed the Activity Log displaying the wrong value of returned Equipment when multiple has_unit equipment records are being picked up.

IN-2985

IN-2950


* Indicates external documentation not written by PCR.



Database Changes in 2023.1


Default Schema


Table NameChangeTable Changes
CC_APPROVAL_CRITERIA
Updated
ALTER TABLE `CC_APPROVAL_CRITERIA` ADD `TIER` INT DEFAULT 1 NOT NULL;
ALTER TABLE `CC_APPROVAL_CRITERIA` ADD `HASH` VARCHAR(32);
ALTER TABLE `CC_APPROVAL_CRITERIA` MODIFY COLUMN `HASH` VARCHAR(32) NOT NULL;
ALTER TABLE `CC_APPROVAL_CRITERIA` ADD UNIQUE INDEX `CC_APPROVAL_CRITERIA_6` (`HASH`);
CC_APPROVAL_APPROVERS
Updated
ALTER TABLE `CC_APPROVAL_APPROVERS` ADD `NOTIFY` TINYINT DEFAULT 1 NOT NULL;
CONTACTS_GLA_APPROVAL
Dropped 
IMPORT_FORMAT_REMARKS
New
IMPORT_FORMAT_ATTACHMENTS
New
NOTIFICATIONS
UpdatedAdded a new notification for CustomerCenter Updates
PHONE_SERVICES
Updated
ALTER TABLE `PHONE_SERVICES` DROP FOREIGN KEY `PHONE_SERVICES_2_FK`;
DROP INDEX `PHONE_SERVICES_2` ON `PHONE_SERVICES`;
ALTER TABLE `PHONE_SERVICES` DROP COLUMN `AVAILABLE_SERVICE_HOSTS_RECID`;
SERVICE_DESK_APPROVAL
Dropped 
SERVICE_DESK_APPROVERS
Dropped 
USERS_PERSPECTIVES_ROLES
New
USERS_PERSPECTIVES
Updated
ALTER TABLE USERS_PERSPECTIVES
ADD PRIORITY INT DEFAULT 0 NOT NULL;

Metadata Schema


Table NameChangeTable Changes
No changes


Archive Schema


Table NameChangeTable Changes
No changes


Supported Versions

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