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	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
Inventory	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	Incident(s)	Documentation
API	Added expense_type parameter to Service Desk Equipment post requests.	IN-8817	Service Desk API Calls
API	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-8905	Call Details
CustomerCenter	The CustomerCenter Request Tracking page now allows the Requestor to request an update on an item's status.	Users Group 2022	Request Tracking
CustomerCenter	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
Imports & Exports	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-8047	Service Contacts Tab
Services	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-3206	Service 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 Name	Change	Table 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	Updated	Added 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 Name	Change	Table Changes
No changes

Archive Schema

Table Name	Change	Table Changes
No changes

Notable Changes

Review and Refresh Session(s)

Release 2023.1.1 (01-02-2024)

Component

Description

Type

Incident(s)

Documentation

API

Billing

Catalogs

CustomerCenter

General

Imports & Exports

Inventory

People

Service Desk

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