Release Notes | ConcreteGO
Sprint 51 – Closed 01/17/2023
Features Added
CON-2115 | FD13186 CG > Invoice > Edit Orders & Tickets > Price Review > Add Parameters
• SUMMARY: Two new fields with dropdowns have been added for search criteria: Payment Type and Credit Code
Bug Fixes
CON-2106 | FD13142 CG > COD orders with user entered Prices will revert back to the default Price when the Payment Form is changed
• SUMMARY: Before the fix, on COD orders, when entering a COD Order in Order Entry, the user changes the price, then saves the Order.
Default Price & Payment Form at Order Entry before saving the order:
Price Changed at Order Entry before the Order is saved, then save the Order
When the Order was opened in Edit Orders & Tickets, if the Payment Form was changed, the Price would go back to the default Price. After the fix, the user entered Price will remain after changing the Payment Form.
Edit Orders & Tickets > Payment Form is changed > user entered Price remains:
CON-2214 | FD13668 CG > Items > Locations > Auto Products have same item code as Mix item code
• SUMMARY: Before the fix, Auto Products would allow the same item code as the Mix. After the fix, an Auto Product is not allowed if the item code is the same as the Mix item code
CON-2270 | FD13304 | FD13046 Mix Manager not calculating air volume correctly
• SUMMARY: Before the fix, the calculation was wrong. After the fix the calculation is correct.
Mix Manager before Air is set:
After Air is set > the calculation is correct:
Volume (15.49) + 27 * 0.06
= 15.49 + 1.62
= 17.11
CON-2252 | FD13801 CG > Order Entry > Scheduler > Default Additional Fields
• SUMMARY: Before the fix, when there is more than one schedule for an order the times from the main Order Schedule would only default to the first schedule. Now the Start Time, Truck Type, Load Qty, Time to Job, Time to Plant, Truck Spacing, and Unload Time default from the first schedule to additional schedules
Sprint 50 – Closed 01/03/2023
Bug Fixes
CON-2179 | FD13456 CG > Project > Products > Mix Products tab > delete button missing
• SUMMARY: The delete button for Mix Products was missing. After the fix was applied, the Delete button is available in Project > Products > Mix Products.
Sprint 49 – Closed 12/20/2022
Features Added
CON-2183 | FD13365 CG Add descriptions to dropdown selections in Items > Item Setup > Price Manager
• SUMMARY: Previously when clicking the dropdown button in Price Manager to select a Location, Item Category or Constituent Item Category, only the code would show. After the fix was put in place, the description is included with the code.
Bug Fixes
CON-2205 | FD13603 CG > Object Reference error when saving an order
• SUMMARY: When an order is created with a project > then the project is linked to a different customer > when making a change to the existing order and Saving > as soon as the Save is submitted, an error would occur: “Object reference not set to an instance of an object”.
After the fix was put in place, if a project is on an order, and later that project is assigned to a different Customer > changes can be made to and when saving no errors will occur. The customer and project remain on the order as originally entered.
CON-2174 | FD13459 CG > Invoice > Edit Orders & Tickets > Price Review allowing price changes to invoiced orders
• SUMMARY: Previously, invoiced orders were included on the Price Review and price changes could be made to invoiced orders. A fix was put in place to filter out invoiced orders from the Price Review in order to prevent changing prices on invoiced orders.
CON-1923 CG > Item > Locations > Auto Products > save to All Locations not working
• SUMMARY: When making any change (Add, Edit or Remove) to Auto Products, then checking to box “Save to All Selected Locations”, the change was not saving to all Locations that are selected for the item on the Locations tab. After the fix, any change (Add, Edit or Remove) to an Auto Product will save to all Locations when the “Save to All Selected Locations” box is checked.
Sprint 48 – Closed 12/06/2022
Features Added
CON-1874 | FD12250 CG Price Access for Order Entry and Tickets
• SUMMARY: New checkboxes have been added to control access to prices in orders and tickets.
ConcreteGO Pricing Functionality
CON-2126 | FD13270 CG Price Access for Order Entry and Tickets
• SUMMARY: After the fix the screen no longer has scroll bars
Bug Fixes
CON-1701 | FD10911 CG Report > Production > Batching > Batch Comparison report giving Constituent errors
• SUMMARY: When multiple items use the same batch code an error was occurring. A fix was put in place to correct this and prevent errors. NOTE: The fix will only fix new orders created after the fix, it will not fix past orders.
CON-2127 | FD13219 CG Invoice > Edit Orders & Tickets > Review > Priced Order Report > Quick Access does not stay on current order
• SUMMARY: When editing an order from the Priced Order Report, changes will not appear on the Priced Order Report until clicking Refresh in the Quick Access box. The issue was: when clicking Refresh, users would be returned to the first order of the report. After the fix, clicking Refresh from the Quick Access box will return to the same order that was just updated.
Sprint 47 – Closed 11/22/2022
No Bug Fixes or NFR’s
Sprint 46 – Closed 11/08/2022
CON-2178 | FD13427 CG Invoice > Edit Orders & Tickets > Review missing records due to orders without tickets
• SUMMARY: When multiple orders did not have tickets, this would cause extra rows on the Invoice Review. The issue only occurred when there were multiple pages to the report. For example > running the report for five days would produce multiple records. However, running the report for 30 days would only return a few records. After the fix, running the report for 30 days produced the correct number of records.
CON-2173 | FD13357 CG Ticketing > Notes display box no longer available to close, the X was missing
• SUMMARY: The “X” has been added to the notes display box
CON-2158 CG Invoice > Edit Orders & Tickets > Search > Remove and Un-remove buttons not working
• SUMMARY: After the fix, the Remove and Un-remove buttons are working.
CON-2119 | FD13220 CG > Truck Demand Graph gives error
• SUMMARY: An error on the Truck Demand Graph would occur when a scheduled load on the order was for a year or more out. After the fix, if a scheduled load is more than 2 days into the future, a message will display on the graph with the order number that has an out of range scheduled date.
CON-1932 | FD12685 CG > CG > Ticket Sundry Charges are not correct when a Project is added to an order from Edit Orders & Tickets
• SUMMARY:
Previously when an order was created without a Project > then a Project was added from Edit Orders and Tickets, the Sundry charges on the existing ticket Charges was pulling the Price Qty from the record above it
Before the Project was added:
After the Project is added > the Price Qty shows 2.00 for all items; the Project price is updated correctly:
A fix was put in place to retain the correct Price Qty when a Project is added.
CON-2116 | FD13077 CG > Tracking > when hovering over the “eye” icon to view who has an order open, the first part of the user login was cut off
• SUMMARY: A change was made to use only the first part of the User login, and now allows to see the name of the User in the order
Features Added
CON-2129 | FD12355 CG > Project > Products > expose product prices as read only
• SUMMARY: Users that have access to Project Product prices will now see the Project Price of the item exposed as a read only field. This eliminates the user from having to click the Pricing button for each item to see the prices for both Mixes and Extra Products.
CON-2112 | FD5341 CG > Item > Locations > Auto Products
• SUMMARY: A new field for Load Qty has been added. The default will be 0.00, but can be set here to default the Load Qty for Order entry.
~vNext~ Sprint 49 – Closed 10/24/2022
CON-2094 CG Reason Code Management
• SUMMARY: Form was moved to vNext and tested to verify it is working as designed
CON-2104 CG Reason Code Management
• SUMMARY: Form was moved to vNext and tested to verify it is working as designed
CON-1900 Create tenants subdomains for cg.sysdyne.cloud
• SUMMARY: Create tenants subdomains for cg.sysdyne.cloud
Sprint 45 – Closed 10/25/2022
No Bug Fixes or NFR’s
Sprint 44 – Closed 10/11/2022
No Bug Fixes or NFR’s
Sprint 43 – Closed 09/27/2022
Features Added
CON-1875 | 12532 CG > Invoice > Edit Orders and Tickets > when user is in the order > order should be locked like Order Entry
• SUMMARY: Previously when an order was open, if a user opened the order from Invoice > Edit Orders & Tickets > no message was displayed that the order is already open. After the fix, Invoice > Edit Orders & Tickets will display a message the order is already in use.
CON-1935 | 12909 CG > Items > Item Setup > Price Manager > Add Strength and Item Type as Sort Parameters
• SUMMARY: From Items > Setup > Price Manager > select Item Price & Group Items. When these are set > the two new fields for Strength & Include Constituent Item Category will be available to apply filters when the Item Type is set to Concrete ONLY
CON-2082 | 13068 CG > Allow Project > Products to have multiple occurrences of the same Mix.
• SUMMARY: Before the fix the same Mix could not be added to the Project > Products more than once. After the fix, the same Mix can be added to the Project > Products by using a different Item Description
Bug Fixes
CON-2100 | CON-2099 CG > Invoice > Edit Orders & Tickets > Price Review
• SUMMARY: When running the Price Review, part of the order code was cut off. After the fix was applied, the order code is no longer cut off
Before fix:
After fix:
Sprint 42 – Closed 09/13/2022
Bug Fixes
CON-1926 | 12771 CG > Order Audit Log shows incorrect Payment Form.
• SUMMARY: Previously when a Payment Form on an order was changed, the Order Audit Log was not showing the correct new Payment Form. Fix put in place to pull in the new Payment Form correctly on the Order Audit Log.
If the Payment form was changed to Cash > before the fix Audit Log would show Credit Card
After the fix > all changes to the Payment Form are correct on the Order Audit Log
Sprint 41 – Closed 08/30/2022
Bug Fixes
CON-2034 | 12962 CG > Items > Setup > Price Categories > get error the Price Category already exists.
• SUMMARY: Previously if a Price Category was removed, user could not add this Price Category back, and would get an error that it already exists. Fix put in place to completely remove the Price Category from the database to allow adding it back if needed.
~vNext~ Sprint 46 – Closed 08/22/2022
Fixed Items
CON-1853 | CG CG > Hide connected apps menu for SSO enabled tenants
• SUMMARY: From Config > System > once a tenant has been migrated to SSO they will no longer see Connected Apps
Sprint 40 – Closed 08/16/2022
Bug Fixes
CON-1872 | 10797 CG > Hauler Code and Hauler Name not populating on Ticket.
• SUMMARY: Previously the Hauler Code and Hauler Name were not populating on the Ticket. Fix was put in place for Hauler Information to flow to the ticket.
Features Added
CON-1838 Add Quick Access Navigator to the Priced Orders Report
• SUMMARY: Previously User would need to scroll through numerous pages to find the correct Order. The Quick Access Navigator will remain in the top right of the Priced Order Report to allow searching for Order number, previous Order and Next Order.
Sprint 39 – Closed 08/01/2022
Bug Fixes
CON-1885 | 12678 CG > Item > Mix Manager > Mix Submittal button gives error.
• SUMMARY: Clicking the Mix Submittal button previously caused an error. Fix deployed to allow Mix Submittal with no errors.
Sprint 38 – Closed 07/12/2022
Bug Fixes
CON-1681 | 11515 | 11301 CG > Dispatch > Tracking > Order Entry > Items disappearing from saved orders.
• SUMMARY: After ticketing an order, all items on the order EXCEPT the mix were removed from the order. Additional logging was put in place to identify and correct the issue. Items no longer disappear from saved orders.
CON-1820 | 11709 CG > Items > Mix Design copy does not copy admix dosages.
• SUMMARY: Copying a Mix Design would cause the Dosage Qty to blank out. After tabbing through the blank Dos Qty field, the Quantity would be removed. Fix applied to prevent Dosage Qty and Quantity fields from being blanked out.
Copy of Mix Design before fix:
Copy of Mix Design after fix:
CON-1858 | 12559 CG > CG > Orders > COD Calculator > Extended Price and Delivered Price are not equal.
• SUMMARY: Tax rounding takes place at the ticket level. Fix applied to correct the rounding issue.
Sprint 37 – Closed 06/28/2022
No Bug Fixes or NFR’s
Sprint 36 – Closed 06/14/2022
Bug Fixes
CON-1814 | 12399 Order Entry > Item Price does not re-validate price when user enters Project *After Item is entered
• SUMMARY: Previously on Order Entry form when user entered an Item then entered a Project, the price did not re-validate to check Project for Project Pricing. A check was added *if user enters Project after entering an Item on Order Entry form to check Project and apply Project price to order.
CON-1804 | FD 12366 Quote > Products > Escalation Date *when setting date and saving DATE goes back 1 day.
• SUMMARY: If User goes to Quote > Products and sets Escalation Date and clicks Save. The entered date does not save properly and previous date is saved. Fix applied to keep the entered date on Quote > Products > “Escalation Date” field.
Example of form fixed:
CON-1803 | FD 12057 CG > Ticketing > Selecting truck and clicking ok will not save
• SUMMARY: Issue on Order Entry form, when user R clicked Order and selected Ticket Order. The Ticket form opens with NO Truck. User clicks Truck Lookup box, selects Truck and clicks OK *the Truck did not populate into OE form. Fix was added when truck was selected and OK clicked the truck now saves into Ticket form as expected
CON-1778 – CG Items > Item Setup > Price Category > Deleting Price Category would not remove from Item > Pricing form pick list.
• SUMMARY: Previously if users removed a Price Category the system the system saved the deleted Price Category(Soft Delete) however the item remained in dropdown in UI on the Item > Locations > Pricing form. This fix prevents the removed Price Category from UI so user has accurate list to choose from.
Example of form fixed
Features Added
CON-1777 Add Label to Delivery Address fields
• SUMMARY: Previously ConcreteGO Order Entry field had 3 Delivery Address fields with NO Labels. Users could enter addresses using any field which caused inconsistency with Order Entry Address information. This led to mapping and GPS issues. This change labeled each field “Street,” “City,” “State/Zip” which clarified Address Entry information and improve Job Site mapping.
Example of change
CON-1642 | FD 11013 NFR Order Entry > COD Calculator Improvement > Add Delivered totals and Add new section to form for Payment details
• SUMMARY: Previously COD Orders (Accounts with Credit Code with “Credit Type” Cash Only or Charge or Cash) had a COD Button to display ORDER Price based on Ordered QTY. This change added a NEW Column “Delivered” which updates the Price based on Delivered (Ticketed) QTY. Additionally a new part of form was added to capture COD payment details. The fields include “Payment form,” “Payment Amount,” “Check Number,” “Credit Card last 4,” “Expiration Date,” “Authorization Date,” “Account Bank”
Example of NEW Form
Sprint 35 – Closed 05/31/2022
CON-1738 | FD 10848 NFR >CG > Tracking Screen > Truck Icon > Have truck icon change on break AND not drop off order if in Ticketed Status.
• SUMMARY: Previously if Producers allowed their Drivers to take breaks using the iStrada Driver App (with a Ticket assigned), the Truck would drop the order, causing disruptions to order tracking. This change added logic – if a Producer allows breaks while in the Ticketed Status, when a Driver presses the ‘break’ button on the iStrada Driver App, the Truck stays on the Order assigned to them when going on a break. Additionally, a new Truck icon will appear on the Tracking Screen with a break applied from Driver App. This visually indicates Drivers that pressed the break button from the iStrada Driver App on the ConcreteGO tracking screen.
Break Setting in iStrada Settings> Company > Timekeeping
Driver App Break Button turns red while on break
Truck Icon with NEW Break indicator
Improvement
CON-1735 | FD 11921 CG Project > Products Mix Slumps do NOT flow to Order Entry form as expected
• SUMMARY: Request was made if Project or Customer MIX Product did not have Edit form “Slump” Field populated then add logic to check Item record and use this slump value to default to Order Entry form. The change was made to check Project or Customer Products > Mix Items for Slump value. *if the value is populated this WILL flow-thru Order Entry *If Not system will check Item Code Slump Value on Mix Design Tab and default this value to Order Entry.
Slump Field Logic change
Bug Fixes
CON-1735 | FD 11921 ConcreteGO > Order Entry > Other tab > Ordered By field did not provide Smart Lookup as expected
• SUMMARY: ConcreteGO Order Entry has a feature in Order Entry > Other Tab the “Ordered By” field has a built in smart lookup that pulls Names from Contact list on Customer record. When Customer page was re-done the SmartLookup no longer worked as expected.
CON-1768 | FD 11129 ConcreteGO > Items > Price Manager Update – Item Level Updated prices “effective date” one day off
CON-1367 | FD 8571 When creating Projects from Quotes, Projects NOT automatically creating in iStrada.
• SUMMARY: Previously when user created a Project from a Quote in ConcreteGO the Project would NOT automatically Sync to iStrada, until user manaully SAVED project in ConcreteGO. This has been fixed and now Projects created from Quotes sync to iStrada as expected
Sprint 34 – Closed 05/17/2022
CON-1718 | FD 11437 NFR > CG > Invoice > Invoice Review > Add Filter Reviewed | Not Reviewed
Feature Added
• SUMMARY: A new Report Filter was added under Invoice > Edit Orders and Tickets to “All”,”Reviewed”, or “Non-Reviewed” Orders and Tickets
CON-1677 | FD10752 ConcreteGO > CG > Quotes > NFR Add logic to Default Item Price to Quote (Same logic as Config > Customer option)
• SUMMARY: From Configuration > Customer > a new option has been added for “Default Quote Item Price from Customer/Item Price. The same functionality applies here as with the “Default Project Item Price from Customer/Item Price”
Now, when adding Products to a Quote, when “Default Quote Item Price from Customer/Item Price” is turned ON > the item price will come from the Customer or Item based on the Pricing Plant and Price Category.
NOTE: this feature is only for Mix Products
Improvement
CON-1736 | 10721 Quote & Project >Product->Extra Product->Item Code search pop up window expand bigger
• SUMMARY: From Project > Products > Extra Products tab and Quote > Products > Extra Products tab. When detailing on the menu for the item the pop up screen has been enlarged
Before the improvement, the pop up form size was too small
Bug Fixes
CON-1765 | FD 12178 CG > Tracking > When changing the returning plant to a different location the returning plant reverts to original plant at every status change
• SUMMARY: Bug introduced on Tracking Screen when user R clicked truck and changed To Plant (Change Return plant to a different Plant truck was ticketed from) “To Plant” reverted Back to original Ticketed Plant on next status change. Fix returned logic for “To Plant” to help re-direct truck to a different return plant than ticketed plant. Note Additional Bug Fix prevented form from Freezing when opening form a 2nd time to check change. (Con -1766)
CON-1707 | FD10820 ConcreteGo > Multiple Line Project Notes display as one line in order entry for the Project, Ticket and Invoice
• SUMMARY: When a Project note had multiple lines, the lines displayed as one note and not as separate lines
Previously multiple lines were wrapped and showed as one line:
This is fixed and now shows multiple lines correctly:
Project > Search > Note with multiple lines
From Order entry > Project note display is on multiple lines
From Ticketing > Project note display is on multiple lines
From Invoice > Edit Orders & Tickets > Review > select the box to Include Invoice Notes. Project notes display as multiple lines
Sprint 33 – Closed 05/03/2022
CON-1680 | FD 11011ConcreteGO > Items > Locations > Auto Products > Adding auto product causes product to be added twice
Bug Fix
• SUMMARY: From Items > Locations > Auto Products form
When user entered a 2nd item the form would duplicate the item
The form has been fixed and no longer duplicates the 2nd or additional items on form
CON-1620 | FD CG > Invoice > Review > Priced Orders > “Orders with Zero Price Primary Products” Exception Not Working
Bug Fix
• SUMMARY: When running Invoice > Review > Priced Order Report flagging exception options “Orders With Zero Priced Primary Products” and “Orders with Zero Priced Other Products” would not be flagged on Report as expected.
Form improved. Report now successfully Flags exceptions “Orders With Zero Priced Primary Products” and “Orders with Zero Priced Other Products”
CON-1331 | FD 8571 iStrada > Projects > New button creates New Project but Project is not synced to iStrada
Feature Improvement
• SUMMARY: Previously when users Clicked New Button under projects, the project SAVED in CG (Without clicking SAVE ALL) *But did not sync (create New Project in iStrada.
Change added to Sync Project when user clicks NEW creating project in CG
Sprint 32 – Close 04/19/2022
CON-1708 – Item > Locations > Batching can not save unless fill for all locations
Bug Fix
• SUMMARY: Previously the Items > Locations > Batching Form would not SAVE individual values as expected. Change applied to ensure all fields SAVE on form as expected.
Form Improved
CON-1674 – Order Entry failed to save user defined fields changes when save order
Bug Fix
• SUMMARY: MPC reported bug OE > Other > User defined fields not saving as expected. Fix applied to ensure OE User Defined fields saved as expected.
Sprint 31 – Closed 04/06/2022
CON-1610 | FD 11012 – Automate Project Next Number
Features
• SUMMARY: Added logic to allow Sites automatically APPLY Next Number sequence to Projects. This allows sites to manage project codes manually or let system apply Next Number Sequence for Project Codes.
Steps to enable this feature
- Go to Config > Users > User Roles (Select User Role that will manage and apply Project Sequence, 💡 Best Practice suggest Administrator User Role
- Once this is enabled Project Sequence will be exposed to UI under Config > Next Numbers
CODE – Manually created code to be applied to system to enable feature
Description – Represent Project Next Number Sequence
Short Description – Brief explanation of Project Code Sequence
Begin AT – The INITIAL / START of Project Code Sequence
Next Numeric Number to be used as NEXT number when creating a NEW Project (can be adjusted or reset)
- Once this is SAVED Go to Config > Customer and SELECT and APPLY > “Next Project Sequence Code”
- Verify by going to Customer > Projects NEW. Select a Customer > Enter Project NAME and Click NEW button. (Note Choose OK to Copy Customer > Products or Cancel to NOT copy Customer > Products)
- Verify Expected Next Project Number Sequence Code Applies to NEW PROJECT
CON-1647 | FD 11095 – Truck demand improvement adding more colors by status
• SUMMARY: Previously ConcreteGO Dispatch > Truck Demand displayed limited Orders on Graph. The graph captured Ticketed, Normal and Will Call Order Statuses.
This change enhanced the Truck Demand to Include all Order Status for a more accurate Truck Demand graph. Users also have the ability to filter/suppress each Status to help visualize Truck Demand requirements throughout the day. No Steps are required to enable this change its enabled by default for all ConcreteGO users.
To Access Truck Demand go to Dispatch > Truck Demand > Select Multi-Plant Demand button to open new Tab to display Truck Demand. (Note Multi-Plant setting needs to be set to select desired plants to display)
Once Selected Truck Demand will open NEW Tab with ALL Status Colors
Example:
BUG FIX
CON-1274 – add protection in backend to prevent save order without order qty unit and price qty unit
• SUMMARY: Added logic on OE form that prevent form from Saving *Order Qty UOM and Price QTY UOM have no value. (NOTE This could not be duplicated BUT when reported it impacts Tracking Screen with invalid data.)