Xytech 2025 Release - Release Log - 11.1 – Xytech Systems

Deprecation Announcements

Deprecated in this Release

Smart Client for End Users

Smart Client is no longer supported for normal users in version 11.0 and beyond. Smart Client will still be supported for Layouts and Report Writer until a replacement of equivalent functionality in the web UX is made available in a future release.

Configuration

The Application Server configuration entry for SKY_BROADCAST_CHANGES is deprecated in version 11.0 and beyond. It has been determined that this setting was causing major, unnecessary performance issues in systems with 100 or more users. Going forward the system will not broadcast changes to all user sessions. Users will continue to receive changes from other users upon re-opening a particular Maintenance Document or Search List. This primarily affects refreshing of searches, and the population of dropdown lists when new values are recently added. Broadcasting of booking changes into the Schedule Book will remain active.

REST API V1 (version 1)

The REST API V1 (version 1) has been deprecated as of 11.0. The API will not be removed from the product, but we will no longer enhance the capabilities of the deprecated API, and support for the deprecated version may be limited. It is strongly recommended you do not use deprecated APIs for any new development and begin now to port all API usage to the REST API V2 (version 2). While porting, we recommend taking advantage of the new Webhooks features available in the REST API V2 for outbound integrations.

Pre-Announcing Deprecations in Future Releases

APIs

The SOAP API will be deprecated in a future version. The API will not be removed from the product, but we will no longer enhance the capabilities of the deprecated API, and support for the deprecated API may be limited. It is strongly recommended you do not use deprecated APIs for any new development and begin now to port all API usage to the REST API V2 (version 2). While porting, we recommend taking advantage of the new Webhooks features available in the REST API V2 for outbound integrations.

Additions and Enhancements

APIs and Integration

Link child Titles to parent in single call

The REST API now provides a new endpoint that allows an external system to associate one or more child Title records to a parent Title. As part of the same API call, the system can associate existing child Titles, create new child Titles and associate them, or both. The new endpoint is: /LibTitleHierarchyFacade [21375 / zd7753]

Bids and Budgets

Working Budget Header Values Available to Job Maintenance & Search

The Working Budget ID has been added to the Job. With this, a site may utilize Document Customizations to make values from the Working Budget's header -- Description, total, etc. -- available in the Job header. Working Budget ID is also available in Jobs list search so Working Budget values may be available for searching and reporting. Values added to the Job are also available in the Job table of the Order documents. [6310]

Duplicating Non-Working Budgets

A user may now copy a Budget with a Purpose of Snapshot, Approved, or Archived from one Job to create the working Budget for another Job. (Previously only working Budgets could be duplicated.) [18664]

Billing - Invoicing

Cancel Charges - Phase 1

This feature allows administrators to specify the amount (percentage) that a customer is charged when work is canceled prior to completion. The system applies those charges based on defined cancellation tiers based on the phase of the Order and the proximity of the canceled date to the scheduled work begin date. The feature has been designed toward the process of cancellation before work has begun.

There are known issues that will be addressed in the next release:

Transmission and Media Orders - it is currently possible to cancel transactions linked to service rows or operations, but any updates to these levels may remove or alter any cancel settings on the linked transactions.
- In the next version, it will only be possible to cancel a Transmission Order in its entirety. Media Orders will allow cancelling by service row or entire order. Cancelling individual transactions will be prohibited.
Some transaction Actions may remove or adversely affect cancelled transactions, or behave unexpectedly if performed on cancelled transactions. These include ripple, splitting or merging.
Creation of WO Templates with cancelled transactions
New fields at the Transaction, Order and Job levels may not yet be available on all related report forms and documents.
Transactions linked to other modules may not retain cancellation rates when linked to other modules, such as:
- Purchase Order Detail
- Time Card
- Rental Check In/Out
- Library Movements
- Stock Assignments
- Storage billing
Use of Resource Billing Codes is not fully functional with cancel charges.
Basic interaction between transactions and bids is functional but not all usage is in place, namely retention of bid links and loading of actuals.

[15047]

Contacts

Allow any Company or DBA as a Contact Parent, Not Restricted to Customer

Any Company or DBA Contact can now be a parent of another contact. (Previously, only Contacts with Customer Profile could be a parent.) [21622]

Crewing

Provide an option for strict copy of Crew Positions

When copying a Job, the existing checkbox "Create Crew Schedule" in the Job Duplicate window has been changed to a dropdown with three options:

No - Do not copy or create crew schedule entries (same as unchecked before). This is the default selection.
Yes (Re-add omissions) - Copy crew schedules and re-add deleted schedules from the Event Schedule if they are missing from the current Crew Position List. (same as checked before).
Yes (Preserve omissions) - Copy crew schedules; deleted schedules are not re-added from the Event Schedule.

Configuration:

Requires the Crewing module license.
Creating a copy requires an existing Job with an Event Schedule, Crew Positions, and Crew Schedule entries.

[21283]

Document Customizations

Parent and Principal Title Overrides In Media Asset Maintenance and MetaVault Search

'Parent Title ID' and 'Principal Title ID' are now available in the Media Asset maintenance to allow Document Customization overrides for those Titles to be added to the Asset maintenance Titles grid for reference. The same IDs are also available in the Parts popup layout.

To add the appropriate Document Customizations, in System Module > Document Customizations, open the Media Asset (LibMaster, Doc ID 11032) document, and do the following:

Update (or add) Table Overrides for the Elements and Container tables. In the Overrides tab, add an Override Standard Field entry for Database Columns Parent Title No and Principal Title No. In the Reference Fields column, add the desired fields.
Update (or add) a Table Override for the Media Asset Titles table. In the Overrides tab, add an Override Standard Field entry for Database Columns Parent Title No and Principal Title No. In the Reference Fields column, add the desired fields. From there they will be available to the LibPartsPopup layout (Parts subtable).

[18875]

Event Triggers

Mobile Notifications, General

Notifications have been introduced in the MVP of the mobile interface. Notifications can be set up via a new Mobile Notification Template within Event Triggers. Primarily, these are designed to send a message to a user linked to a resource on an order transaction. Notifications can also be set up to push texts to the mobile device.

At present, the Web client cannot display the message text sent to users. Also, users can confirm notifications in the mobile app, but the confirmation is only visible in the mobile app itself. Both capabilities will be expanded in an upcoming release.

This feature requires additional configuration in the Application Services configuration file:

The following keys have been added to mediapulseappserver.config.txt configuration file; adjust values as needed:
- MOBILE_NOTIFICATION_BASE_URL=https://localhost:7213
- MOBILE_NOTIFICATION_SEND_ENDPOINT=/api/notification/send
- MOBILE_NOTIFICATION_SEND_RETRY_COUNT=3
- MOBILE_NOTIFICATION_SEND_RETRY_DELAY=10
- MOBILE_NOTIFICATION_SEND_RETRY_TIMEOUT=60
- MOBILE_NOTIFICATION_SEND_API_KEY=462a07a28d0d45d2a8e5e05f0e4dcded
The following key has been added to the appsettings.json configuration file; adjust value as needed):
- "apiKey": "462a07a28d0d45d2a8e5e05f0e4dcded"

[3760]

Mobile Notifications, Content

For the Next Gen Mobile application, the existing Event Triggers have been modified with a Mobile Notification Template. This addition allows a supervisor to utilize the existing Event Trigger functionality, namely Conditions, to define notifications that will be sent to the schedule resource or another defined user. A user's notifications are accessible in the NextGen app, initially showing a list of unread messages. The user can then tap to see more information, if provided.

Notifications can be set up to require confirmation. Currently, this simply shows the user that they need to tap the Confirm switch to change text that says, 'REQUIRES CONFIRMATION' to 'CONFIRMED'.

There is currently no visibility for notifications or the confirmation state in the Web client. Both capabilities will be expanded in an upcoming release. [4225]

Mobile Notifications, Details Page

In the Next Gen Mobile application, the Notification details page shows the body of the Mobile Notification Template for the Event Trigger that sent the message. This is where a user can confirm a notification. [4228]

Mobile Notifications, List View

In the Next Gen Mobile application, the Notifications list displays any notifications sent to the user. The user will initially see the unread/unconfirmed items with an available toggle to see all items. [4229]

Framework - UX

Open Work Order Transactions Maintenance instead of Order Maintenance, Phase 2

To provide more streamlined access to transaction-level information, the Web client now allows a user to choose between opening a Work Order document layout or a Work Order Transaction document layout when opening a Work Order from query or list views, such as the Job Management > Work Orders option on the navigator, or the Work Orders list inside the Job Maintenance Application.

Note: Once the order is open in a particular document layout (i.e. either a Work Order or Work Order Transaction document layout), the user can only switch between layouts for the current document. It is necessary to close the document and re-open it to receive the option to switch between layouts for multiple documents.

This feature is similar to, but separate from, the ability to apply a specific Purpose to a Work Order Transaction layout, which displays the selected layout when opening a Work Order from the Schedule Book application. [16345]

Mobile Languages MVP

The Next Gen Mobile application has been coded for languages other than English. The available languages list is the same as in the Web client. [25247]

Job

Cancel Charges - Phase 1

Refer to Cancel Charges – Phase 1 in the Bids and Budgets section above.

Vendor Quote License

The Vendor Portal functionality now requires a license, CanUseVendorQuote. When the license is absent, the system blocks access to certain documents and certain fields in other documents. Contact your Xytech representative to acquire an updated license. [24262]

Media Assets

Parent and Principal Title Overrides In Media Asset Maintenance and MetaVault Search

Media Order

Actualize Units from Media Orders Operations List

The new 'Actualize Operations by Unit' action has been added to the Operations Lists for both the Media Order and Transmission modules. This action is available for multiple operations across orders but will only apply to those linked to a transaction. Choosing the action opens a popup window where the user can enter Actual Unit and Note values. Once accepted, all transactions linked to the selected operations will be actualized by the units entered. This process will finalize the actualization, which updates the transaction's Actual Unit and may also update Trx Phase and Billing Unit if set up properly. [23597 / zd10131]

Asset Selection: Increase the limit of returned assets from 5 to 10

In Media Order, the 'Search/Add Assets' action now returns a maximum of 10 sources. [23614 / zd9866]

Schedule Book

Mobile Calendar

The Next Gen Mobile application offers a read-only calendar view, which provides a daily view of a user's schedule.

The mobile MVP Calendar is based on the same widget in the web client for the Calendar Gadget
Initially, the Calendar displays an hourly view the current date
A link at the top displays the current date range (e.g. “December 15-21, 2024”)
- Users click or tap the link to display a pop-up calendar to navigate to a date outside the current week
A navigator at the top displays the days/dates of the current week
- A dot under a date indicates that something exists in the schedule for that date
- Users click or tap a day/date to navigate to that date
The calendar displays bars for Order Transactions, Quick Holds, Rosters , Off Times (i.e. OTO), and Holidays.
- Bar colors are determined by Transaction Phase or Off Type
- Bar text is determined by the appropriate Gadget configured in the Web client
Users click or tap an Order Transaction block to display a detail page
- Detail pages are not currently available for Quick Holds, Rosters, or other types

[3624, 19944]

Mobile: Order Details

The Next Gen Mobile application provides an Order Details screen when the user taps a Transaction block on the Calendar. This view shows a hard-coded list of the main values of the booking transaction and its order, including Order Description, dates, Phase and Notes. The Phase and transaction dates can be made editable via Role security. [3626]

Titles

Parent and Principal Title Overrides In Media Asset Maintenance and MetaVault Search

Transmission

Actualize Units from Media Orders Operations List

Visualizer: Enable easier scrolling navigation of the Visualizer canvas for Large Number of Services Feature Request

Enhances the transmission visualizer mouse scroll navigation action to make navigating the visualizer canvas easier and more consistent with other applications. Mouse scroll now scrolls the canvas vertically, where a combination of CTRL + Mouse Scroll enables the zoom function. [25838 / zd12521]

Users

Mobile User Security - Contacts, Calendar and Notifications

Security for the NextGen Mobile application is based on the same Role security as the web client. Users are given view or edit rights to the appropriate documents, which makes them visible in the mobile app.

Contacts list and card access are linked to the Contacts search and maintenance
Calendar access is linked to the Calendar Gadget
- Appropriate Gadget is determined by Scheduling Preferences 'Agenda View'
- Roles are assigned within the Calendar Gadget setup rather than through Role maintenance
Order Details access is linked to Work Order transactions
Transaction Actualization access is linked to Order Actuals
Notifications access is linked to the Notifications list and maintenance
- These are new documents that do not yet have an equivalent layout for the Web client

For MVP, the only editing in the application applies to Order Details and Actualization. Other apps are read-only regardless. Field-level security is not available. [24563]

Work Orders

Mobile: Order Details

Load Actuals Action Template Option: Apply Once per Each Trx or Once for All

The ability to load an Actuals Action Template for a selected set of transactions has been added to the Actualization Process. [13438]

Cancel Charges - Phase 1

Refer to Cancel Charges – Phase 1 in the Bids and Budgets section above.

Mobile Order Actualization

The Next Gen Mobile application provides a version of rapid actualization for a transaction. If the user opens an order booking via the Calendar and it has not yet been actualized, the user will have the option to actualize the single transaction. This will finalize the actualization of the transaction but will only actualize the entire order if all other transactions in the order had also been actualized. This last part follows existing functionality.

There is no method to un-actualize in the mobile app. A user would have to do so in the Web client to make actualization available again in Mobile. [18819]

Mobile: Calendar MVP

The mobile MVP Calendar is based on the same widget in the web client for the Calendar Gadget. The calendar defaults to the current date with immediate options to tap on other days in the week. The user may navigate the current week or to other weeks. Bookings -- order transactions, quick holds, rosters and time off -- are all displayed in either transaction phase or Off Type color. [19944]

Resolved Issues

APIs & Integration

Contact Fields Update Delay in API GET XmTransmissionOrder Response

Resolves a REST API issue where a user amends the Contact document, performing a GET Call on XmTransmissionOrder, there was a delay of several minutes before the changes where in the API response. [20725 / zd4631]

GET XmParameterField returns error

Resolves a REST API issue when performing a GET /XmParameterField call using a Key Name and Key Value. [23032 / zd9360]

Adding multiple Sources to Order via API does not work; single Assets fail too

Resolves an issue where adding multiple sources to a Media Order using the REST API did not work. [25876 / zd12570]

Bandwidth Planning

Converting Quick Hold to Order for Dynamic Resource Does Not Copy Key Information

Resolves an issue where converting a Quick Hold for a Dynamic Bandwidth resource failed to copy the Row Display, Bandwidth, and Offset values to the new Work Order. [20096 / zd6482]

Bids and Budgets

Auto Loading Actuals to a Bid Creates Records with No Billing Code

Resolves an issue where using the Auto Load Actuals command to load Bid Actuals created one or more Bid Detail records with no Billing Code. [13691 / zd2032]

Bid Details Export to Excel Randomizes Rows

Resolves an issue where the Export to Excel feature in Bid Detail Search did not provide rows in the same order as seen in the search list. [19233 / zd5582]

Adding a Bid Detail and saving expands all Bid Detail headers that were collapsed

Resolves an issue where editing a Bid by adding or inserting a Bid Detail and saving the Bid caused any Bid Detail header that was collapsed to expand. [22515 / zd8836]

Markup Percent Field in Budget Details is no longer a percent but a decimal

Resolves an issue where the Markup Percent field required the user to enter a decimal number instead of a percentage. [22524 / zd8860]

Creating New Change Control Template for Bid

Resolves an issue where the "Bid" value was being cleared from the 'Limit To Document' dropdown field upon selecting it while creating a new Change Control Template. [22890 / zd9216]

Bid Job Comparison Report Displays Inaccurate Results

Resolves an issue with inaccurate comparison results in the Bid Job Comparison report after upgrading to version 11.0. [23140 / zd9498]

Dsp_Seq Error when Loading Bid Package On Transaction Row Other than Last

Resolves an issue where an Order on a Job with an approved Bid containing billing packages causes an error in the Work Order Transactions document when the user attempts to load a Bid Package on a Transaction that is not the last row in the Order. [23532 / zd7427]

Cannot update Billing Unit on WO Actual Billing Code Transaction if WO was created from Bid

Resolves an issue where Unit Type Codes in all upper case (such as 'HR') caused an issue in code looking for mixed-case values (such as 'Hr'). [23552 / zd10058]

Deleting bid detail with $0 amounts throws DOC ID 10346 no rights error

Resolves an issue where attempting to delete a Bid Detail when the user does not have access to the W/O Type (via W/O Type Classes) of the associated W/O Transaction causes an error, "Save failed: Attempt to edit document without rights 10346. [JmWoTransaction..." [24492 / zd10742]

Allow Change Request Template to Apply to Document Without Rights to Template Itself

Resolves an issue where a user needed to have 'read' rights to the Change Control Templates (SysChangeRequestTemplateList, DocID 467) document to have the system apply a Change Request Template to a Budget by default. The system now allows a user to apply a Change Request Template to a document (or have one applied by default) without having 'read' rights to the Change Control Templates. [24656 / zd10904]

Duplicating Search List Layout as Layout Type Report, turns all Fields into expression fields

Resolves an issue where duplicating a Layout for a SearchList document (such as BidDetailSearchList, DocID 615) and changing the layout Type to Report turns all Fields into expression fields. In addition, the Data binding dropdowns for these expression fields were missing, so they displayed no data in the report. This problem was introduced after the v10.4 release. [25260 / zd11756]

Performance Issues

Resolves an issue where the application server would crash after a user created a Bid and loaded a Template in which one or more items have only a Billing Code specified (no Scheduling Group or Resource). [25593 | zd12178] [25593 / zd12178]

Billing - Invoicing

Error adding Work Order to Invoice Batch that has no Transaction

Resolves an issue where Orders with no Transactions were not allowed to be added to an Invoice Batch. [23157 / zd9519]

Service Row with multiple target Sources is using the Length from first target

Resolves an issue where a Service Row linked to multiple input Sources and configured to bill by the Lengths of the targets created was only creating Transactions based on the Length of the first target Source. [23187 / zd9370]

Clearing the PO Non-Billable checkbox should refresh PO Total

Resolves an issue where a user cleared/deselected the Non-Billable checkbox in a Purchase Order but the system did not refresh the PO Total from zero. [23309 / zd6813]

Alternate Rate Card - Not finding Order Rate Card if Rate not found on Alternate Rate Card

Resolves an issue where an Alternate Rate Card is in effect, and the system could not find a rate for a Transaction in the Alternate Rate Card, the Order Rate Card was not being considered when applying rates to Transactions. [23312]

In Billing List Report, Export to Excel creates multiple sheets of 30 rows each

Resolves an issue where the Billing List Report was exporting to Excel in multiple sheets of 30 rows each instead of one sheet with all rows. [23482 / zd9857]

Missing Invoice Number after getting error that document is not up to date

Resolves an issue where Invoice Batches related to leasing caused invoice numbers to be skipped. [25008 / zd5525]

Calendar Gadget

Schedule Book View, manually selecting days and clicking right/left skips a day at the edge

Resolves an issue where a day was skipped after manually selecting some days in the Schedule Book date picker and then navigating the book to the right or left. [21383 / zd5021]

Object Reference Error in My Schedule (Mobile + Web)

Resolves an issue where opening My Schedule in the Next Gen Mobile application resulted in an object reference error. [24160 / zd10385]

Calendar Gadget - Additional Filters causing all bars to disappear

Resolves an issue where activating an additional filter in the Calendar Gadget hid data unrelated to the new filter. [24896 / zd10592]

Config Files

System Services processing on multiple nodes

Resolves an issue where changes to the Application Server configuration file cause one or more system services to start when they are not configured to do so in the Service roles. In some cases, this can lead to multiple instances of the same system service processing the same records in parallel when the processing should only be performed once. [25712 / zd12362]

Contacts

Performance is very slow opening Contacts after upgrading to v11

Resolves an issue where loading alternate addresses degraded the performance of opening a Contact record. Alternate addresses are created for each shipping record in the Library and Rental modules, and these addresses do not need to be accessed from the Contact record, so they are now not retrieved for Contact maintenance. [23481 / zd9438]

Document Customizations

Error when displaying [jm_work_order_customer_name]

Resolves an issue where old data displayed an error when opening an Order layout with a Document Customization override setup that retrieved the order's Customer Name. Also corrects an error that did not show the Customer Name of a Parent Order via Document Customization. [20024 / zd6708]

Event Trigger Emails Not received when Standard Override Reference on Resource Code

Resolves an issue where the Transaction document has been configured with a standard override reference on the resource code, and emails configured in Event Triggers were not received. [21781 / zd8076]

Tooltip Text Truncated After Apostrophe

Resolves an issue where tooltip text truncated values that contained an apostrophe, in both custom and standard fields. [23162 / zd9555]

Multi-select Custom Fields Cannot Be Resized

Resolves an issue where multi-select custom Fields could not be resized. [24587 / zd10915]

Internal Error - Invalid column name 'list_id'

Resolves an issue where specific configurations of Document Customization overrides caused an ‘Invalid column name’ error when Company Name was selected first. [24818 / zd11282]

Event Triggers

Event Trigger Emails not received when Standard Override Reference on Resource Code

Notes in Triggers Displays HTML Text in the Email Body

Resolves an issue where notes in Event Triggers that send emails, displayed raw HTML text in the email body. The HTML is now stripped out. [23192 / zd9502]

Framework - UX

Copy and Paste From Excel Not Functioning

Resolves an issue when copying and pasting text from Excel into a Media Asset. [16310 / zd3781]

Service Headers Expanding Incorrectly in Transmission Operations List After Grouping by 2+ Columns

Resolves an issue when expanding column groups on the Transmission Operations List. [20278 / zd6941]

Incorrect format when exporting to Excel

Resolves an issue where the Export to Excel was not including the time for datetime fields. Meaning, a field with '07/05/2024 09:00:00' exported only as '07/05/2024'. NOTE: This does not change the fact that the value exports in base time, not the user's time zone. [24186 / zd9719]

Navigator Display Style does not default to Tile

Resolves an issue where the Navigator display style option (under Settings > Options) was set to Tiles but displayed in Full mode when a user was logging in on a machine for which the setting had not been saved to local storage (i.e. a new machine, in Incognito Mode, or after clearing local storage). A new configuration parameter (SKY_DEFAULT_TILE_VIEW) in the Application Server configuration file allows the site to set the default Navigator display style: If the SKY_DEFAULT_TILE_VIEW parameter does not exist or is set to ""N"", the system displays the Full navigation mode by default. This is the default setting.

If the SKY_DEFAULT_TILE_VIEW parameter is set to ""Y"", the system displays the Tiles navigation mode by default. [24237 / zd10534]

Description Field Overwritten When Adding URL Attachment

Resolves an issue when adding an attachment that now prevents the description field from being overwritten when attachment type 'URL' is selected. [20699 / zd7496]

Redirected to Mobile After Navigating to Default Link

Resolves an issue where users were redirected to the Mobile style after using the default URL link. [22964 / zd9336]

Multi-select Custom Fields Cannot Be Resized

Resolves an issue where multi-select custom Fields could not be resized. [24587 / zd10915]

Issue Management

IM Session for Orders Cannot Search by Order Number

Resolves an issue where Issue Management Sessions for Orders could not be searched by Order Number. [24194 / zd9724]

Job

Job Type Does Not Default Rate Card

Resolves an issue where a Default Rate Card was set up on a Job Type but was not being set correctly for a new Job. This error occurred if a Default Customer was set for the user and a Rate Card was set for both the Customer and Job Type. [20264 / zd7066]

Work Orders Report throws an error when very large number of Orders is selected

Resolves an issue where an error occurred due to running the Work Orders Report for a large number of orders. [22564 / zd8411]

Search Page Row Count Shifts to Bottom of Page on Phone

Resolves an issue where the Web client application on a mobile device shifts the search page row count to the bottom of the display, effectively hiding action buttons. [24222 / zd10490]

Layout Editor

Position Description (position_desc) field not available on Crew Schedule document

Resolves an issue where the Position Description (position_desc) field was unavailable on the Crew Schedule (Doc ID 394) document. [21280 / zd7545]

Login & Access

Login Navigator is Blank and Takes 20 Seconds to Load after login

Resolves an issue where systems configured with hundreds of users and dashboard assignments would take 20-30 seconds to log in. [27233 / zd13470]

Media Assets

Logged-in Division value defaulting for new Media Assets even when Preference is set to No

Resolves an issue where the Library preference is set to not default Division on a new Asset but the default Division was being applied. [9035]

Performance is very slow opening Contacts after upgrading to v11

Media Order

Cannot add service to package when MO has multiple packaged profiles from the same service ID loaded

Resolves an issue where a Service Header in a Media Order containing two or more Package service rows with the same service/profile/spec did not save any changes to the Package Header field of the Service Header made by the user. A change has been made to designate subsequent repeated entries as (2), (3), etc. These entries are not permanent and will adjust to be relevant depending on the display sequence. [12790 / zd1484]

Usability of Media Order

Resolves an issue where entering text into an input field in a grid control, and then quickly moving to another field sometimes clears the data entered into the previous field. [19013 / zd5564]

Template Type Field no longer multi-select when searching

Resolves an issue where the Template Type criteria field on the Media Order Service Template List was no longer a multi-select dropdown. [20637 / zd7412]

Service Row Background Color Only Sticks if Field is Selected or Value Saved

Resolves an issue where the background color intended to show the status of a service row was not properly displayed. [22155 / zd8399]

Cancel Reason Unavailable When Cancelling Service Row

Resolves an issue where Cancel Reasons and related fields were disabled after cancelling a Service Row. [22340 / zd8641]

Defined Filters in Layout Drop When Opening From Favorites

Resolves an issue where a filter established via the layout editor was not being observed when a Media Order was opened from the Favorites list. [22585 / zd8778]

Service Row with multiple target Sources is using the Length from first target

Vendor Name not displaying on MO Service Search

Resolves an issue where the Vendor Name on the Service Row was not displaying in the MO Service Search list. [23299 / zd5257]

Update to Default Spec does not update Service Template or Media Orders

Resolves an issue where updating the Default Specs (such as Spec Note) on a Service did not ask the user whether to update any Service Templates that include that Service. [23303 / zd7923]

Moving Services does not update Display Seq

Resolves an issue where moving a Service Header while the header was collapsed did not correctly update the Display Sequence of the header and all its detail rows. [23305 / zd7184]

Division Filter being ignored on Ops List

Resolves an issue where the Order Division was not filtering data in the Operations List. [23308 / zd7639]

Clearing the PO Non-Billable checkbox should refresh PO Total

Resolves an issue where a user cleared/deselected the Non-Billable checkbox in a Purchase Order but the system did not refresh the PO Total from zero. [23309 / zd6813]

Alternate Rate Card - Not finding Order Rate Card if Rate not found on Alternate Rate Card

MO Service Search - Rapid Update Only Updates First Service Row

Resolves an issue in the Media Order Service Search where a Rapid Update only modified the first item in a set of selected items; the system now updates all selected items as appropriate. [23420 / zd9924]

Task Row Added on First Position on Media Order Service Data Out

Resolves an issue where a Task added to a Service Profile would always be added at the top of the list and attempts to move it did not refresh the display sequence properly. [23486 / zd9914]

Media Order Service Template - Rule to Set Order End Date is Not working

Resolves an issue where the Order End Date of a Media Order was not being set properly by a Service Row rule loaded via a Service Template. [23689 / zd10188]

Services display inactive status by default

Resolves an issue where inactive Services were displayed by default along with active Services based on Order Phase filtering. The system should now look for the first active Status of the correct Status Type.

This did not resolve the issue when the Phase option 'Service Status No' was set to an inactive Status which then applied that inactive Status to the Order. The resolution here is to set the Phase option to an active status. [24360 / zd9773]

Any Field Updated is updating Date Change Field for All Transactions

Resolves an issue where updating one Order Transaction for the first time shortly after it is created affects the Date Change field value of other transactions in the same Work Order. [24495 / zd10710]

Due Date Outs and Due Dates of HV - AuthorQC 2 Blu-ray Discs are off from service spec defaults

Resolves an issue where Service row Due Dates in Media Order were not calculated correctly. [24581 / zd10254]

Default Filter Does Not Default

Resolves an issue where some search filters set to default would not default. [25010 / zd11488]

Usability of Transaction grid - overriding Billing Rate value on multiple rows sometimes appends the value instead

Resolves an issue where using arrow keys to rapidly edit the values of numeric fields on different rows in the Transaction grid of the Order Transactions document causes inconsistent field behavior; previously the new value replaced the existing value as intended, was ignored, or was appended to the existing value.

Note: The workaround was to move between fields slowly enough for the control to initialize the editor and apply any changes correctly, or to use the "drag to select" option to set the value on multiple rows in a single operation. [25045 / zd11544]

Usability of Media Order - Operations grid jumping cursor & initial text entered not retained

Resolves an issue where users enter Resource Code, Group Code or Date fields into the Media Order grid using the arrow keys to navigate, that data would not be retained or reliably entered. Also resolves an issue where the cursor focus would jump unexpectedly to another field. [25047 / zd10711]

Usability of Media Order - Resizing Column Width Clears Value in Field

Resolves an issue where data typed into a field was being cleared by clicking on another field. [25244 / zd5564]

Usability of Media Order - Copy and Paste Values in Grid Inconsistency

Resolves an issue where the Paste (Ctrl+V) command to enter values into an editable grid combined with the arrow key to move between fields did not consistently paste values into all fields. [25245 / zd5564]

Usability of Media Order - Marking Dependencies and Arrowing Down

Resolves an issue where using arrow keys to rapidly edit the values of the Dependency field on different rows in the Services grid of the Media Order document causes inconsistent field behavior; the new value may replace the existing value as intended, be ignored, or be appended to the existing value. The workaround is to move between fields slowly enough for the control to initialize the editor and apply any changes correctly. [25246 / zd5564]

Usability cursor focus jumps to operation when clicking on another field

Resolves an issue where the cursor focus jumps to the operation when clicking on another field [25420 / zd10291]

"[[Media Order]]

Multi-Copy And Duplicating Services Doesn't Carry Over The Correct Service Audio Sequence

Resolves an issue when duplicating a Service Row where audio channel sequence is incorrect. [25488 / zd12072]

Drill Down in Day results in Invalid RelativeDateTime format error on charts

Resolves an issue where using a relative date/time on a Chart and then trying to drill into the data set through the chart produced an error. [26417 / zd11541]

Personnel Rules

Penalty Times in Scheduling Counter Rules Not Adjusted for User Timezone

Resolves an issue where Scheduling Counter penalties were displaying in UTC rather than user's time zone. [24193 / zd10248]

Day of Week not Applied for Time Differential Penalty Type

Resolves an issue where the Time Differential Penalty Type was not applying correctly per the day of week setting. [24777 / zd11098]

Project Management

Additional Media Assets on a Project

Resolves an issue where the Project Media Asset list (pm_project_asset) allowed multiple entries with the same Asset ID. [23459 / zd9304]

Purchase Order

Clearing the PO Non-Billable checkbox should refresh PO Total

Resolves an issue where a user cleared/deselected the Non-Billable checkbox in a Purchase Order but the system did not refresh the PO Total from zero. [23309 / zd6813]

Undefined Work Order Error when creating new PO

Resolves an issue where the system displayed an error when a user tried to create a new PO from within an Order not linked to a Job. [24837 / zd11263]

Rental

Pasting more than 50 Rental Groups Stuck Processing

Resolves an issue in the Rental Check In/Check Out functionality where pasting more than 50 rows of data into the Details grid caused the system to stop responding. The system now allows pasting up to 200 rows into the Details grid. System displays the following message when pasting more than 200 rows: Pasting too many rows into this grid is not supported. Please reduce the number of rows selected in Excel and try again. [24248 / zd10540]

Error in CheckIn movement - Resource "Check in already"

Resolves an issue in a Check In when a resource is applied a Damage Type. The error would prevent the movement from posting but would update the resource Status, which would further prevent posting because the resource is already seen as "in". [24796 / zd11099]

Actual Check In Date/Time Not Reflected in Transaction Details

Resolves an issue in Check In/Out where the transaction dates were not being updated even though the Rental Preferences to do so were set. [24797 / zd11019]

Cannot Return Damaged Items

Resolves an issue in rental Check In/Out where damaged resources could not be checked in. This issue is related to a custom field. [26930 / zd13000]

Resources

Day of Week not Applied for Time Differential Penalty Type

Resolves an issue where the Time Differential Penalty Type was not applying correctly per the day of week setting. [24777 / zd11098]

Issue when Opening Roster Time/Offs from the Schedule Book

Resolves an issue in the Schedule Book where a Resource is opened and the date range for displaying Roster Off Time defaults to the current date instead of the one currently active in the Book. [25054 / zd11602]

Cannot do a Scheduling -> Scheduling Resource generic search

Resolves an issue with the Scheduling Resource search when Qualifications are added as a criteria option, the Qualifications list contains many items, and a user performs a Search without specifying any criteria, the system returns an error message, ""The incoming request has too many parameters."" The workaround is to use one Layout that does not have Qualifications as a criteria for general searches and a separate Layout for searches that include Qualifications criteria. Please note there is a related issue for layouts set up to show nested Qualifications that is not covered by this bug report. [25274 / zd11829]

Incoming Request Has Too Many Parameters Error

Resolves an issue in the Scheduling Resources search list where the number of parameters exceeds what the system can handle. This applies recent changes to this list to allow more parameters. [25361 / zd11875]

Roster - Time Off

Roster Template doesn't work correctly from all rotations

Resolves an issue in Roster Templates when two shifts were booked for a single day, the early shift would load as the second, and the time frame set for each shift in the details tab of the template was ignored. [21293 / zd6539]

Resource Off Time Report Displayed Times in Master Time Zone instead of User Time Zone

Resolves an issue in the Resource Off Time Report where times were being displayed in the Master Time Zone instead of the User Time Zone. [23193 / zd9579]

Roster Time Offs Prevent Schedule Book from Displaying Rostered Data

Resolves an issue where certain Roster Time Off records prevented the display of Rostered data in the Schedule Book. [24516 / zd10749]

Schedule Book

Converting Quick Hold to Order for Dynamic Resource Does Not Copy Key Information

Resolves an issue where converting a Quick Hold for a Dynamic Bandwidth resource failed to copy the Row Display, Bandwidth, and Offset values to the new Work Order. [20096 / zd6482]

Making modifications to Items in Schedule Book adjusts the width of the bookings

Resolves an issue where applying changes to a Scheduling View from the Items window would re-set Schedule Book rows to their original height on views where row height had previously been adjusted. [22592]

Resource Off Time Report Displayed Times in Master Time Zone instead of User Time Zone

Resolves an issue in the Resource Off Time Report where times were being displayed in the Master Time Zone instead of the User Time Zone. [23193 / zd9579]

Active Resource is not Showing in the Scheduling Book Items List, missed requirement

Resolves an issue where an active Resource was not showing in the Items list under its Group for the Schedule Book. [23267 / zd9673]

Roster Time Offs Prevent Schedule Book from Displaying Rostered Data

Resolves an issue where certain Roster Time Off records prevented the display of Rostered data in the Schedule Book. [24516 / zd10749]

Issue when Opening Roster Time/Offs from the Schedule Book

Schedule Book View - Y Axis Bar Text does not inherit System Date Format

Resolves an issue in the Schedule Book where Job Dates on the bar/hover text are shown in the system format rather than the division format. Namely, it showed in US format -- MM/DD/YYYY -- when the user was expecting UK format -- DD/MM/YYYY. [25055 / zd11266]

Scheduled Reports

Scheduled Report Last Run Time missing Question

Resolves an issue where there was a discrepancy between 'Last Run' and 'Run History' on Scheduled Reports. [22647 / zd8890]

Security

NF11 Error When Trying to Remove Roles from Change Control Template

Once a Change Control Template has been assigned to a record -- Bid, Job, Order, etc. -- the Roles within it cannot be removed. This updates the error text to give the user a clearer understanding of why the change cannot be made. [22764 / zd9150]

Titles

"Title Links" Layout Ignores Criteria

Resolves an issue where Add/Changed criteria was ignored on the Title Links search list. [21664 / zd7959]

Blank Document Customization Reference Fields on List Search and Maintenance

Resolves an issue where custom lookup descriptions were not populating on document customization fields configured with both Reference Doc ID and Choice Doc ID. [22335 / zd8392]

Transmission

Usability of Media Order

Resolves an issue where entering text into an input field in a grid control, and then quickly moving to another field sometimes clears the data entered into the previous field. [19013 / zd5564]

Event Trigger Emails Not received when Standard Override Reference on Resource Code

Organization Desc Field is not available in Document Class 2503

Resolves an issue in the Operations List document customization where the 'Organization Desc' field could not be added to Reference Doc Fields. [22115 / zd7101]

Long spinning wheel on Transmission Order resource selection

Resolves an issue where changing a Scheduling Resource assigned to a Service in a Transmission Order generated an error and displayed the spinning wheel/pacifier for a long time. [23272 / zd8823]

Moving Services does not update Display Seq

Resolves an issue where moving a Service Header while the header was collapsed did not correctly update the Display Sequence of the header and all its detail rows. [23305 / zd7184]

Alternate Rate Card - Not finding Order Rate Card if Rate not found on Alternate Rate Card

Any Field Updated is updating Date Change Field for All Transactions

Visualizer Only Lists Global Groups

Resolves an issue where the Transmission Visualizer was only listing Global Groups. [24512 / zd10780]

Visualizer Fails to Render with Large Transmission Orders

Resolves an issue in the Transmission Visualizer where large orders (> 200 resources) would fail to render properly. [24606 / zd10632]

Visual Path - Unable to select Service that is assigned a division

Resolves an issue where the Transmission Order Visualizer was not displaying services that were assigned a division. [25226 / zd11728]

Usability of Media Order - Resizing Column Width Clears Value in Field

Resolves an issue where data typed into a field was being cleared by clicking on another field. [25244 / zd5564]

Usability of Media Order - Copy and Paste Values in Grid Inconsistency

Usability of Media Order - Marking Dependencies and Arrowing Down

Work Orders

Changing Job on Media Order in "Ready to Bill" phase changes phase to inactive "Updated" phase

Resolves an issue where deactivating the 'Updated' phase caused an inactive phase code to be assigned by the system. The 'Updated' Phase (Phase Code 'Upd') is hard coded into many standard processes throughout the system. Changes have now been made to prevent it from being deactivated. [12795 / zd875]

Origin Trx Begin and Origin Trx End in Exports do not follow Display format set in System Preferences

Resolves an issue where Origin Trx Begin and Origin Trx End would ignore the Display Format setting in System Preferences. [21410 / zd7570]

Order Duplicate doesn't duplicate Split Billing

Resolves an issue where split billing was not properly duplicated with an order. [22118]

Unable to export Order Transactions List report to Microsoft Excel as expected

Resolves an issue where users could not export the Order Transactions List report to Microsoft Excel due to additional rows being generated. [22119 / zd8042]

Order Transactions: Grid Updating Note Doesn't Allow Typing Text in Re-Class Note

Resolves an issue where Grid Update was preventing the entry of text in note fields. [22893 / zd9218]

System Hanging Busy with No error Message When Creating Order Transaction Template With Inactive Billing Code

Resolves an issue where a user tries to load a WO Template that utilizes an inactive Billing Code, by adding a timed error message to warn the user. [23146 / zd9461]

Error adding Work Order to Invoice Batch that has no Transaction

Resolves an issue where Orders with no Transactions were not allowed to be added to an Invoice Batch. [23157 / zd9519]

Search by % is not working for two words or more in Manage Work Order Screen

Resolves an issue in Search windows (such as the Work Orders search), where specifying multiple search values for a single text field (such as W/O Description) would remove the % from the end of a search string after a search was executed. Note: When searching by a single value, the % at the end is assumed and added by the system for better user experience, but when specifying multiple criteria, it is necessary for the user to add the % to the end of each value (including the last one) if the wildcard is desired. [23245 / zd9609]

Alternate Rate Card - Not finding Order Rate Card if Rate not found on Alternate Rate Card

Duplicating an order and changing the Order Type, the Transaction Order Type retains the original Value

Resolves an issue where duplicating an order with a new order type failed to update the order type on the individual transaction records. [23718 / zd7082]

Cannot Rapid Update Bill To / Billing Address on WOs

Resolves an issue where Bill To and Billing Address values couldn't be updated via Rapid Update. [24429 / zd10473]

Any Field Updated is updating Date Change Field for All Transactions

System Allows Adding Incorrect Resource to a Group Due to Barcode value

Resolves an issue on an order transaction where a Group Code is present then a Resource Code or Barcode is entered for a Resource that isn't in the Group. This will now throw a valid error. [24714 / zd11006]

View/Edit Rate throws Error from WO Actual Window

Resolves an issue where a Rate Set could not be opened -- either via the button in the Rate field or via the 'View/Edit Rate' action -- from the transactions list in the Order Actuals window. [24732 / zd10583]

Undefined Work Order Error when creating new PO

Resolves an issue where the system displayed an error when a user tried to create a new PO from within an Order not linked to a Job. [24837 / zd11263]

Custom Date fields ignored when creating WO Table setup via API

Resolves an issue where custom date fields sent via an API Patch call would not update the custom field. This item was previously listed as a Known Issue for v11.0.SP-2. [24996 / zd5343]

Unable to Create New or Update Work Order/Media Order After Changing the Phase

Resolves an issue where a new Order could not be created after changing the phase. [25545 / zd12139]

Error Printing Work Order Form Report with Media Assets Associated - Titles with Title Attributes

Resolves an issue where the Work Order Form could not be printed if Media Assets are included. Error is related to Titles with Title Attributes. [26920 / zd13381]

Deprecation Announcements

Deprecated in this Release

Pre-Announcing Deprecations in Future Releases

Additions and Enhancements

APIs and Integration

Bids and Budgets

Billing - Invoicing

Contacts

Crewing

Document Customizations

Event Triggers

Framework - UX

Job

Media Assets

Media Order

Schedule Book

Titles

Transmission

Users

Work Orders

Resolved Issues

APIs & Integration

Bandwidth Planning

Bids and Budgets

Billing - Invoicing

Calendar Gadget

Config Files

Contacts

Document Customizations

Event Triggers

Framework - UX

Issue Management

Job

Layout Editor

Login & Access

Media Assets

Media Order

Personnel Rules

Project Management

Purchase Order

Rental

Resources

Roster - Time Off

Schedule Book

Scheduled Reports

Security

Titles

Transmission

Work Orders

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