System Integration (SI) v22 was released on 10/8/2024.

Support two client signatures and one dealer signature to approve documents in Customer Portal

Allow project change orders to be locked and unlocked

Add custom formatting options for Service Order Numbers and Task Numbers

Increase quantity limit for Products and Labor Items in projects to 10,000 (earlier 1000)

Allow for zero Quantity Items for quantity based projects

Add Price (without tax) and tax columns to Revision and Change Order views in Project Explorer

Display Margin and Markup for selected items in Project Editor

Add Project Number to Project Editor Title Bar

Add new field "In Catalog" on project item grid

Add project values to Price Adjustments and Rounding dialog

Add Column Filters to Summary Views

Add "Do Not Order" to Project Editor Custom Layouts Filter Options

Add Quick Filter option in drawings for items on current drawing page

Add Tax fields to Project Item Validation Settings

Add Boolean-type Custom Fields to New and Approved Project Required Fields

Allow Phase to be updated for approved items in projects

Add Wire Length, HeadEnd and Start Terminal and End Terminal as fields to update in update similar items in projects

Add Contact count and Resource count on Project Information dialog

Split Out "Accounting Info" Field for Update To/From Catalog

Change Options for "Prompt to check in all projects when SI closed" to have an additional automatic option

Option to backup project to zip when marking Project as Unapproved to prevent accidental loss of data

Expand "Unapprove Projects" user permission to "Unapprove Projects with change orders" and "Unapprove Projects without change orders"

Allow Change Order Number to be Edited

Add Settings to Lock Name (Manufacturer/Model/Package Name) and/or Unit Cost for approved project items

Add "By State" to business analytics for Projects

Add option to notify Admin users when Customer Portal Documents are Accepted

Automatically open RTF for Scope of Work when created

Warn when checking in large project files or revisions greater than 50MB

Add Roles to checklists and when creating a Gantt view from a checklist with roles auto assign resources to planning tasks based on roles in project

Add lag to Gantt View predecessor tasks

Setting to remove predecessors on planning tasks when planning task is marked as 100% complete on Gantt Chart

Add a read-only Successors Column to Gantt View

Re-design Service Order Form to have a single tab for Items with subtabs for labor, products and ability to see total of service order

Display Previously Published Reports/Files on Mobile Install for Tasks and Service Orders with option to delete

SI now tracks the installer who updated tasks, service order, or time sheet in Mobile Install and send appropriate notifications

Improved Sync from Mobile Install to SI (track field level changes and update only changed fields)

Add Margin/Markup options to Calculated Items Cost and Price Fields

Support Canada, UK, Australia and New Zealand for vendor partner pricing

Improve Vendor partner price updates to provide option to run automatic price updates at a specific time each day and log automatic updates success and failures

Improve Manage Categories to have a grid to easily see Name, Abbreviation and Count of products assigned

Improve speed of product queries

Display all project reports types in different tabs on Run report dialog

Add a new report parameter to displaying scope of work in stock line item detail and proposal reports

Allow for Cover Page Image per Client

Add Report Export File Name formatting options to use client name, project name, project number and report name in a specific order for project reports

Add Report Setting to include Short Description in Itemhash

Improve Location Summary and System Summary Report pricing sections

Move Custom Category above Standard Category for Order Reports

Display CreatedOn, UpdatedOn and ServerUpdatedOn in Projects Run Reports dialog and Report Explorer for project custom reports

Add AccountingItemName to Purchase Order Report Data Set/Explorer

Add SolutionID to Items within a Package within a Solution

Improve default name of Excel Reports

Excel Reports to have option to include items in Bundled Cable

New Report Setting to select custom Excel Template when creating new Excel report

Add ReportUtility method to get items based on location, system, phase and category

Updated to Active Reports 18

Add Business Analytics for Purchase Order Items

Add Terms field to Vendors and default terms from vendor when creating purchase orders

Add purchase order setting for which cost to use (purchase cost, catalog cost or project cost) when adding products to a purchase order

Allow for multiple QuickBooks Online companies to be connected at once and set one as default

Export SI Purchase Order Item Receipts as QuickBooks Online Bills

Option to create "sub-Jobs" in QuickBooks when creating jobs

Support the QuickBooks item name limit up to 100 characters when connected to QuickBooks Online company

Add Project Manager to Time Sheet Explorer and allow users to filter by Project Manager

Add Custom Layouts to Time Sheet Explorer

Add Archive and Unarchive functions to Service Plans

Add Expired field to Service Plan Business Analytics

Add criteria to Task and Service Order workflow rules for comments added and notes added

Add Shipping Preference as criteria field for Purchase Order Workflow Rules

Add project status to project reminder emails

Add additional Insert Fields to Task and Service Order Workflow Rules for address and resources

Add Application Setting to display currency fields in 2 decimals on grids

Improve all seats in use warning to disconnect users to indicate each user last active date and time

Add Formatting Preview to all Number Format dialogs

Improve Display of Home Page Business Analytics

Add Search to Business Analytic List form and User Group Permissions form

Add Company level setting for a custom URL for Home Page

Add Company Name to SI and MI-generated Emails Notifications

Allow users to clear window position settings

Add Dark Mode Option to Retain Colorized Icons

Lock and Unlock Change Orders using API

New API endpoints to create and update time sheets

New API endpoints to create and update tasks

Set CreatedBy and UpdatedBy on products to integration name in automated catalog product updates from integration

Option to export project comments to an integration

Add Integration setting to notify users on projects from integrations with items to import manually

Post project can provide a project template name

Option to set timer interval fir Catalog Automation (SI to Integration)

Add IsOptional property to ProjectItems

Pagination Request for GET Product Catalogs

Session timeout not working correctly when SI service is stopped and started

Optional items not respecting Report Parameters for Pricing

Labor Type fields shift to the right when editing

Site Items Total not Displaying when refreshed on task editor

Description display issue with long Man-Model string

URL Custom Field Issue when Opening from Project Editor

Add Prompt to split hours on initial Resource Assignment in Gantt View

Allow MI Installers to delete Task & SVO files

Purchase cost does not display correct currency format in Product CSV Import

Change display to Currency format for mouse-over in Business Analytics

Columns Auto-fit when sorting columns in BA

Bug when updating PO Number from QB

Package Item Quantities not Updating To/From catalog

Released 10/19/2024

Update existing project items from integration can update project item quantity to 0

Crash occurs when editing the calculated item in Europe region culture

Similar items with different order in package may duplicate in the proposal report

Purchase order date maybe incorrect when creating a purchase order

Labor Hours display incorrectly in Gantt view for variable labor items not based on labor type

Released on 11/14/2024

Add Setting to populate the Bill Number in QBO with QBO Purchase Order Number

Crash occurs when the project’s change order file (dtpc) is missing during checkout of the project

Optional item price not showing when 'Show item price' parameter is unchecked in line item detail and proposal reports

Subtotal text not showing when applying themes in location and system summary report

SOW displays incorrectly on Management Line Item Detail Report

Update from Library does not respect unchecking manufacturer in fields to update

Opening an RTF file when WordPad is not installed does not display correct error message

Shared Report Setting can set an export folder which does not exist on local machine

Some buttons like export to pdf are not visible on report viewer window is minimal size

Revision number is missing in the report export file name formatting

Items marked for deletion in a pending change order may not display on purchase order request reports