2023.07: Proposal Expiration, Trade Search Improvement, Import, Reporting

Features: 

Proposal Expiration (BN-5057, BN-4098, BN-4971): The ability to set a length of time that your proposals are valid for has been created. When creating a Client Proposal, there will be a new field where you can input an amount of days that the proposal is good for.

Once a Valid For length is input, and the proposal is submitted, an expiration date will be generated based on the date the proposal was submitted.

The expiration date will not reject or cancel a proposal. It is a tool to ensure material costs are up to date and that the work can still be completed as proposed.

Once an expiration date is set, it is not editable and will be displayed on the Proposal PDF next to the disclaimer.

Vendor Trade search improvement (BN-5035): We have upgraded the Vender Assignment search to automatically include the parent trade of any subtrade selected. For example, if a purchase order is being created, and the trade selected is a subtrade, like Ballasts, and a vendor is being assigned, then the search will also include the Electrical trade. 

The parent trade will ONLY show on the Vendor Assignment modal and will not effect any other section.

Proposal/Invoice Titles improvement (BN-5050): Titles for proposals and invoices will now be visible when importing lines to help clarify exactly where the information you are inputting is coming from.

Work Order Last Note Date Update (BN-5054): The Last Note Update column will now be available in the Task list for sorting purposes.

Project Reporting (BN-5043): We have added Project Statuses to the reporting database to allow reports to show Project Statuses and updates.

Bug Fixes:

(BN-4858): We have fixed a bug that was causing the Client contact information to auto-fill under the Vendor group. Now when sending a PO, the information that fills will only be the vendor information.

(BN-2941): We have fixed a bug that was not making the Vendor Priority a required field.

(BN-5071): We reordered the Project Purchase Order Status dropdown selections to be in alphabetical order.

(BN-5088): We fixed a bug that was not showing all auto-terminated vendors history to show on reports.

(BN-5085): We fixed a bug that was causing a required field on the Create Work Order module to not be recognized, and prevent the WO from being created.

(BN-5016): We fixed a bug that was causing the scaling of the IVR web link for mobile to not be correct.

(BN-5002): We fixed the bug on the Task tab that was causing text to overlap with the Save/Cancel buttons.