2024.29: Global Region Filters and Bug Fixes

Created by Kenneth Abad, Modified on Thu, 18 Jul at 3:41 PM by Kenneth Abad

Features:

Global Region Filter (US-7203): Clients now have the ability to filter their Work by region.

Users can be assigned to a region, this will show the user all work in that region when selecting 'My Work' in the Global Filter. When in the Global filter, the new region section will show the region and user that is assigned to the region.

Selecting the regions in the filter will show all work for the regions in the following places:

Work Orders List
Projects List
Invoice Lists
Proposal Lists

The filter will also show the metrics for the selected regions in the Work Summary dashboard.

Bug Fixes:

Client Invoice Totals on PDF display $0 on those created before a specific date (US-7487): We fixed a bug that was causing the Invoice PDF to incorrectly display the total on older Client Invoices. This has been fixed and totals are displaying as expected.

Users unable to edit Project Vendor Invoice Status once Submitted/Approved/Rejected (US-7483): Project Vendor invoices statuses were incorrectly locked in once the invoice was no longer open. This has been resolved.

Trip auto-created for Auto-Dispatch WO's when NOT expected (US-7344): Auto-dispatched vendors were automatically having an onsite date set incorrectly. Now a trip will have to be set as expected to set the onsite date correctly.

WO Add Purchase Order modal displays the wrong First Trip By value (US-7340): We have fixed a bug that was incorrectly displaying the First Trip By date based on the creation of the Work Order instead of creation of the Purchase Order.

Remove Reject selection from context menu on Client Proposal Details page when created by Client (US-6209): Fixed a bug that was incorrectly displaying the Reject option for Client Proposals.