Retalix Dock Scheduling
v8.1.8.0

Homepage: http://www.retalix.com

Release History

May 14, 2015 (8.1.8.0)
Fixes:
9964: Fix: Web Scheduling Validation Task sometimes fails with error [Object cannot be cast from DBNull to other types’]
9981: Fix: User configured appointment captions do not work as expected when user is using [Quick Fetch]
10015: Fix: Add DownloadType (A, B, C, D) as an interface parameter to the Trans Load Import (uses a default of B when not supplied)
10015: Fix: The Trans Load Import was also revised to use the owner of the default order consignee as the default owner when the ownercode is NOT in the schema
10082: Fix: Retalix Traffic order validation returns an order that has been scheduled earlier while there is more recent unrounted order with same number
10083: Fix: Approving a pending Web appointment sometimes doesn't remove the appointment from the grid
10130: Fix: Remove rogue character from Spanish localization file
10131: Fix: Tab index corrected in the WebScheduling section of the Carrier page
10143: Fix: Configuring all vendors smarttime settings does not update schedqtytype and should
10143: Fix: setting all smartttime fixed time has been revised to allow configuring below 30 minuetes (previously it did not)

January 31, 2015 (8.1.7.0)
Enhancement:
9540: Enhancement: Enhance RDS to allow configuring to BCC carrier notification emails at the Consignee level
9541: Enhancement: Implement ability to send carrier notifications from [Current User]
9550: Enhancement: Enhance the Appointment History Report to Improve Auditability/Tracking of RDS appointments
9719: Enhancement: Add a checkbox refrigerated property to product groups to utilize to disallow web auto-scheduling when an appointment contains multiple distinct refrigerated product group codes
9720: Enhancement: Implement ability to configure web auto-scheduling at the carrier and web destination level
9785: Enhancement: Add manual web requests to the schedule export as a suppressed export
9829: Enhancement: Add clerk rejections of Change Requests to the schedule export as a suppressed export
9830: Enhancement: Add the webload table as part of the schedule export for Carrier Cancellation Requests
9850: Enhancement: Surface the order import setting in the UI that allows type "A" order imports, to use the vendor buyer when buyercode is not in the order import schema (see 9850)
9851: Enhancement: Enhance the Type [A] Order Import to allow using the vendor buyer when buyercode is not in order schema (see 9851)
9881: Enhancement: Provide a configurable way to suppress receiving events from appearing in the schedule export (both imported and manual receiving events)
9901: Enhancement: Add [OrderDestinationCode] to the schedule export
9962: Improvement: Removed the word "delivery" from all carrier notification verbiage so that it can imply inbound and outbound loads
Fixes:
9538: Fix: A System.DbNull error occurs when the NoShow appointment attribute is enabled and the Schedule page is configured to use Quick Fetch
9802: Fix: Cancelling the scheduling of a web appointment removes the appointment from the Pending Web Appts grid and should not
9828: Fix: Web portal requests does not return correct results when 2 destinations use the same order number
9871: Fix: Replace image data columns with T/F columns in the Daily Appointments report to allow for more usable Excel data export
9872: Fix: Revise various RDS reports to replace image columns with T/F columns to provide more usable Excel or CSV export
9912: Fix: Destination Code does not update on type B order imports
9915: Fix: When rebuilding local cache, ReserveTimeSeries removed by another user are not removed from display in the Schedule page
9916: Fix: Removing an owner group that is not assigned to any users, fails when there are ownergroup has owners
9942: Fix: Approving a web login for a web destination that does not belong to carrier results in [webschedulereview NULL error]

August 11, 2014 (8.1.6.0)
Enhancement:
8575: Enhancement: Increase trailer type length from 3 characters to 20 characters and provide a trailer type import
9035: Improvement: Performance improvement to the "unscheduled" select stored procedures
9547: Improvement: Increase spacing between [Deny] and [Next] buttons in Carrier Approval screen
9549: Enhancement: Present User Extended Properties immediately after creating a new user
9553: Implement a system setting to allow [Refresh] of the Dashboard and Hourly Capacity Dock Panels when not visible
9555: Enhancement: Implement a system default for the SmartDockUserSetting AppointmentChangePrompt to provide a way to default new users to True;
9707: Enhancement: Implement additional appointment properties customflag4 and customflag5 that can be imported and surfaced in the Appointment and Receiving dialogs
9708: Enhancement: Implement Load Restraint and Rejected Load Report
Fixes:
9709: Fix: Creating a new user without first searching for users results in Dataset error [Failed to enable constraints]

June 4, 2014 (8.1.5.0)
Enhancement:
9583: Enhancement: Enhance the [Load Analysis - Linear List] report to web load information for appointment scheduled through RetalixTraffic
9564: Enhancement: Add consignee property "due time" which indicates the default due time for the order due date
9565: Enhancement: Change Dashboard to reflect order due time in the metrics "Orders Due" and "Orders Due but not scheduled"
9566: Enhancement: Enhance the [Order Due Date Review] management report to utilize due time
9567: Enhancement: Enhance the [Projected Capacity Detail Graph] capacity report to utilize due time
Fixes:
9649: Fix: Late Loads By Scheduled Start Time Report does not filter correctly
9645: Fix: Spelling correction to Projected Capacity Detail Report ("Uncheduled")
9706: Fix: Daily appointments report search option "On Site/Gate in" does not work

March 20, 2014 (8.1.4.0)
Enhancement:
9438: Enhancement: Provide ability to suppress schedule export on imported order changes
9439: Enhancement: Surface a new property on orders to reflect [orders deleted in host system]
Fixes:
9463: Fix: Order Scheduled and Not Received Report shows duplicate data
9538: Fix: System.DbNull error when RDS occurs when trying to read CustomFlag3 when RDS is configured to select mini
9539: Fix: Object reference error when deleting appointment prevents sending of carrier cancellation notice

Feburary 7, 2014 (8.1.3.0)
Enhancement:
9328: Enhancement: Add [referencenumber] column to orders in RDS
9355: Enhancement: Surface Reference Number as ReadOnly on the Orders Control
9356: Enhancement: Enhance the Schedule Export to include 2 new columns: ReferenceNumber and calculated column OrderLookupNumber
9359: Enhancement: Add Reference Number as a Orders control search option
Fixes:
9360: Fix: Orders Scheduled and Not Received Report (TrptOrdersScheduledAndNotReceivedDataSet) returns duplicate rows

January 15, 2014 (8.1.2.0)
Enhancement:
9305: Enhancement: Add Vendor auto scheduling web tolerances
9306: Enhancement: Implement using vendor auto scheduling web tolerances
9309: Enhancement: Implement Door Group capacity exceptions as a percent of default capacity
Fixes:
9301: Fix: Rebrand the RDS images to NCR images
9315: Fix: Selecting the [All Doors] filter in User Door Group Filters results in syntax error when client has date format dd-MM-yyyy

November 19, 2013 (8.1.1.0)
Improvements:
9192: Improvement: revise RDS to disallow moving or resizing an appointment that was previously inbounded
9197: Improvement: Implement system setting [Allow user configurable door filtering in the Schedule page]

September 26, 2013 (8.1.0.0)
Improvements:
8670: Improvement: When validating orders from the web portal, on Destination Mismatch, surface the matching Destination in the error message
9035: Improvement: Improvement: reduce database contention for objects to reduce deadlocks (by including "no lock" on pending web requests and smartlot queries and by adding a custom index for the unscheduled appointments query)

Enhancement:
8672: Enhancement: Implement the ability to identify appointments in the Schedule page that contain orders deleted in the host system
8673: Enhancement: Implement the ability to identify received appointments in the Schedule page that contain at least one unreceived order
9160: Fix: Custom Flag 3 was missing a default value after upgrades which caused a critical error.
9169: Enhancement: Implement new system settings for order import to enable designating that all orders imported are to use a specific consignee
9109: Enhancement: Add new attachment in appointment confirmation email
Fixes:
9134: Fix: When attempting to delete an order that was removed from a multi order web appointment, results in [entity in use] and should not.

August 16, 2013 (8.0.18.0)
Enhancement:
9029: Enhancement: YDM-219 – Provide a way to Reset scheduled orders custom1 property when the appointment is deleted

July 3, 2013 (8.0.17.0)
Enhancement:
8955: Enhancement: YDM-202 Implement the option to wildcard search (with a prepended wildcard) when searching to "Add order to appointment"

June 24, 2013 (8.0.16.0)
Improvements:
8874: Adjust the Daily Appointments Report to show the same statistics shown in the Dashboard (when the search criteria is the same)

Fixes:
8909: Vendor Dialog raises unhandled exception whe CapacityOperationsModule is missing
8926: Hours Open summary and elipsis button are not visible when Web Scheduling is not enabled
8439: Capacity statistics in Dashboard do not reflect capacity exceptions and should

May 22, 2013 (8.0.15.0)
Improvements:
8656: Revise the Appointment doc to use new doorgroup property [leadtime] to show
Fixes:
8759: Deleting a SmartLot appointment from the Grid tab does not generate a Delete Schedule Export entry
8795: Unload Ticket Report returns a blank page at report end
8843: Incoming and Outgoing Fresh transports are not appearing in the DAWA extract
8849: Error [Deleted row information cannot be accessed through the row] when clicking [Update] Appointment Properties

March 22, 2013 (8.0.14.0)
Improvements:
8650: Improvement: Localize the url (retalixtraffic.com) in the footer of the appointment confirmation emails
Enhancements:
8651: Enhancement: Implement a configurable consignee setting to disallow scheduling an order when not within margin of its due date
8655/8656: Enhancement: YDM-194: Add a new door group property [leadtime] to be used to show [Estimated Time On Site] when using a custom appointment confirmation document

February 26, 2013 (8.0.13.0)
Enhancements:
8621: Enhancement: (YDM-188) Implement the ability to log a users session off when required during support.

February 12, 2013 (8.0.12.0)
Enhancements:
YDM-183: Enhancement: Create Appointments Missing Dock Time report.
Improvements:
8585: Improvement: Add additional info to Appointment Confirmation email bady and PDF.
Fixes:
8531: Fix: Checking [Allow web scheduling] on the carrier page sends an APPROVAL for all destinations instead of the associated ones.
8546: Fix: Dawa Export is filtering by dockouttime, but should be filtering by gateouttime.
8557: Fix: YDM-169 Outbound Dawa Export is not using 'Days Back' setting.

January 11, 2013 (8.0.11.0)
Enhancements:
8478: Enhancement: Allow checking capacity when updating an existing appointment using the same process flow as during a move or cut/paste operation.
8490: Enhancement: Create new report: PO Arrival Detail Report.
Improvements:
8491: Improvement: Add GateIn Time and GateOut Time to Received Order Report.
Fixes:
8428: Fix: Implement a new consignee level "no show appointments" setting to prevent sending of old notifications when activating "no show" the first time.

December 21, 2012 (8.0.10.0)
Enhancements:
8410: Enhancement: Increase State/Province field width to 3 characters to support international provinces
Fixes:
8474: Fix: Appointment Dialog Crossdock checkbox does not interactively change when change order crossdock changes and it should.
8469: Fix: Refresh Appointment Dialog locations to eliminate unnecessary scroll bars

December 17, 2012 (8.0.9.0)
Enhancements:
8546: Fix: Dawa Export is filtering by dockouttime, but should be filtering by gateouttime
8457: Enhancement: Implement a new user warning to appear when Finding an appointment where the Schedule page filter needs to change
8446: Enhancement: Revise hourly capacity graph to reflect reserve times that count against capacity
Fixes:
8469: Fix: Increase height of Appointment dialog [Order Detail] tab to allow for 6 checkboxes. A previous check-in corrupted the height of this tab.
8465: Fix: Revise RYM Dawa Export Query to use Days Back setting
8460: Fix: Find appointment does not change capacity groups when an appointment is found and the filter is for the same consignee but a different capacity group
8456: Fix: Web scheduling order validation presents error [String was not recognized as a valid DateTime] on U.K. Windows 7 Machine when clicking [Next] from the web portal.

October 30, 2012 (8.0.8.0)
Enhancements:
8382: Improve message MESSAGE_REQUEST_TOO_LATE and MESSAGE_REQUEST_TOO_EARLY for clarity
8370: Apply Retalix rebranding

October 11, 2012 (8.0.7.0)
Enhancements:
8320: Enhance carriers to add owner as a property to be used for a filtered carrier lookup when enabling this option in Systems Settings.
8318: Enhanced to show a dialog alert when dropping an appointment in a door with a non-matching product group and enabling this option in User Settings.
8262: Implement No Show appointment tracking.
Fixes:
8336: Fix: Approving a previously denied login does not work. It instead results in the message [The web scheduling request has already been denied]

September 24, 2012 (8.0.6.0)
Enhancements:
8317: Show the vendor code in the Appointment Dialog below the vendor hyper-link.

September 4, 2012 (8.0.5.0)
Fixes:
8294: Fix: Attempts to change password using Citrix Mandatory Profile result in error [The profile for the user is a temporary profile].
8269: Fix: internal change to how the load.scheduler is derived. It was revised to explicitly send it, instead of divining it from the modified by user.
Enhancements:
8276: Add legacy report SmartLotLoadsByScheduledArrivalDate (previously not ported).

August 22, 2012 (8.0.4.0)
Enhancements:
8269: Implement new consignee setting "Appointment Confirmation Contact" to control who is the "Reply To" recipient on carrier notification emails
8273: Enhance the Dawa export to include RYM outbound trailers in the export results

August 1, 2012 (8.0.3.0)
Fixes:
8252: Fix: The Help->About->Release Notes link does not consistently work.
8249: Fix: Finding an appointment in the Schedule page that belongs to a different consignee than the currently selected consignee, does not highlight the found appointment.
8239: Fix: Server culture using DD-MM-YYYY format results in [String was not recognized as a valid DateTime] when moving an appointment 8240: Fix: Appointment Reason Code allows unlimited length entry and should not.
8241: Fix: The Window Title of the Appointment Reason Code Dialog does not reflect the current Code Value and should.
8242: Fix: Editing an Appointment Reason Code to a duplicate value does not present a friendly message and should.

July 26, 2012 (8.0.2.3)
Fixes:
8248: Fix: Synchronize database metdata and default data between upgraded database and clean built database.
8239: Fix: Server culture using DD-MM-YYYY results in [String was not recognized as a valid DateTime] when moving an appointment.
8246: Fix: Tweak default export columns of Dawa export.

July 19, 2012 (8.0.2 RTM)
Improvements:
8237: Improvement: Globally rename "Clerk Code" to "Appointment Reason Code" for more generic term

Enhancements:
8238: Enhancement: Implement new consignee setting "Do not require appointment reason code on new appointments" to allow using the codes for only changes.

July 17, 2012 (8.0.1 RTM)
Enhancements:
8236: Implement custom Dawa export.
Improvements:
8216: Improvement: added original appt time to the email body of a "move" confirmation;

July 11, 2012 (8.0.0 RTM)
Enhancements:
8233: Implement a new system setting to allow keeping the original appointment time when dropping a new appointment. (Subsequent appointment moves will not update original appointment time.)
Improvements:
8234: Revised order import to default the vendor owner to the order owner when vendor owner is missing or not in the schema
Fixes:
8232: Multiple Email Addresses in the Carrier Email Address Field results in Send Email Exception.

June 29, 2012 (7.9.9 RTM)
Enhancements:
8216: Add a user setting to allow prompting after an appointment move to send an updated appointment confirmation to the carrier.
8224: Add user settings to allow scrolling appointment captions on the Schedule page.
Improvements:
8214: On appointment confirmations that have a printable PDF attachment, revised the processing to delete the local copy of the attachment immediately after the email is sent to prevent file buildup.
8226: Make carrier notifications more defensive to eliminate potential Object Reference Errors
8227: Localize dates and times that appear in the subject and body of appointment confirmation emails
Fixes:
8223: Remove incorrect text in Web Scheduling Setup [Vendor Defaults]. It was incorrect and misleading.

June 15, 2012 (7.9.8 RTM)
Enhancements:
8211: Add search options duedatedaysback duedatedaysforward and buyercode to the orders search. Also a buyercode grid column was added to the DialogAppointment Find Orders results.
8214: Add system setting to enable printable confirmation attachments for carrier notifications. When checked, appointment confirmations will be sent with a printable PDF attachment.

May 14, 2012 (7.9.7 RTM)
Enhancements:
8184: Implement and display multiple captions on the schedule page appointment bar.
8040: Implement updating scheduled quantities on type B order imports on already scheduled orders.

Improvements:
8166: Remove blank lines between orders in Daily Appointments Report.
8165: Certify all reports to use localization.
8164: Suppress data display in Daily Capacity Report where thenre is no capacity.
8152: Correct duration value for each load in Received Orders By Load Report.

Fixes:
8182: Deprecate "_" wild card search in user and web login searches to prevent more than 1 row returned during login.


April 11, 2012 (7.9.6 SP3)
Fixes:
8148: Prevent multiple users from being able to Respond to a web login request.
8150: Attempt to force background refreshes to refresh using the main UI thread, to prevent Object Reference Error on schedule page.


March 14, 2012 (7.9.6 SP2)
Fixes:
8112: Enhanced email configuration to support using gmail


March 1, 2012 (7.9.6 SP1)
Fixes:
7866: Users were unable to change their auto refresh interval because the Auto Refresh tab was not visible. Made the tab visible.
8102: Users were unable to see the Report categories in the Nav Bar when attempting to access reports. Made the categories visible.
8101: When turning on [require pallet type] on the first consignee, the pallet types were not pumped up to the web portal.
8100: Remove the [Not Assigned] consignee from the consignee door filter list used in the schedule page.
8086: Prevent all consignees from showing in the schedule page when the selected capacity group has no active doors.


January 17, 2012 (7.9.6)
Enhancements:
7872: When creating carriers from web login requests, default the new carrier values from the login properties.
7871: Add Phone Number to Web Requested Appointment Detail.
7870: Add [Properties] button to Carrier Logins grid on Carrier page to show all login properties.
7867: Improve the application of the web scheduling security modules to work more correctly and more intuitively.

Improvements:
7880: Force the use of a door filter assigned to a single consignee to limit the number of appointments shown in the schedule page. Regarding backward compatibility, existing door filters are no longer accessible or used. Users will have to set up new door filters after the upgrade.

Fixes:
7290: DialogCarrierWebLogin [Set All] and [Clear All] buttons do not update the enabled state of the [Approve] button and should.


August 31, 2011 (7.9.5)
Enhancements:
7800: Changed the behavior of web scheduling appointment requests that encounter multiple un-routed orders to pick and return an order instead of returning [Order not found: Multiple Possibilities]

Fixes:
7866: Users were unable to change their auto refresh interval because the Auto Refresh tab was not visible. Made the tab visible.
7742: Fixed the Schedule Page to eliminate an Object Reference Error raised when disabling doors that contained reserve times.


April 6, 2011 (7.9.4)
Enhancements:
7411: Implemented an enhancement to SmartTime to allow choosing which time fields to use in calculating SmartTime. The customer may choose [Gate In, Dock In or Actual Start] for the begin time and may choose [Gate Out, Dock Out or Actual Stop] for the end time.

Fixes:
7826: SmartLot import is broken with error [pr_insert_load expects parameter @crossdock]. Fixed stored procedure to send expected parameter.
7610: Order import is throwing exception [@crossdock is not a parameter for procedure pr_update_orders_generic]. Fixed the stored procedure to use the existing crossdock value when the @crossdock input parameter is not provided.
7865: Vendor import raises an Exception when the scheduling preference is supplied as an input parameter. Corrected the vendor import to correctly handled Scheduling Preference as an input parameter.

November, 2010 (7.9.1)
Enhancements:
7222: Implement purge process for unused vendors, unused carriers and broadcast messages.

Improvements:
(none documented yet)

Fixes:
7230: Fix a problem with rescheduling, where suggested times include closed times and over-capacity time slots.
7231: Fix a problem with rescheduling, where suggested times does not include the appointments original starttime when the start time is after the calculated time slots.

October, 2010 (7.9.0)
Enhancements:
6550: Add a SmartLot appointment import.
7124: Add a new web scheduling setting for vendors and carriers that allow restricting web scheduling suggested times when desired.
7179: Add to the web scheduling settings dialog, a global setting "allow rescheduling".
7183: Enhanced web scheduling to show the orders by duedate when multiple orders are found for a requested order number.
7185: Enhanced web scheduling to show more detailed messages to the carrier when validating scheduled orders and the order has the wrong carrier, wrong destination, or has been received.
7186: Enhanced web scheduling to show a more detailed messaged when a carrier attempts to reschedule an invalid order on an existing appointment.

Improvements:
7182: Increase the upper limit of consignee rescheduling advance hours to a broader number (9999).

Fixes:
6627: Fix a problem with web destination approval not propagating to retalixtraffic.com.
7138: Fix an error that occurs when daily capacity check encounters a reserve time that spans 2 days and count against capacity is checked.
7180: Fix a problem where the carrier notification was not sent when converting a live unload appointment to a dropload.

May, 2010 (7.8.0)
Enhancements:
(none documented yet)

Improvements:
6449: Revised carrier notification for web scheduled drop loads to send an email ONLY if the expected start datetime changes.
6045: Added new report SmartLot Loads by Scheduled Arrival Date.
6225: Added new reports: Carrier Performance Original vs. Gate In Summary (and Detail), and Schedule vs. Gate In Summary (and Detail).
6225: Added Original start/stop times to Purchase Order Analysis Linear List and Load Analysis Linear List.
6333: Added On Site, Not Complete, and Waiting Departure search parameters to Daily Appointments.
6429: Added SKU Count to Daily Appointments and associated Product Group with orders rather than doors. Start Time is now a required search parameter for performance purposes.
6327: Allow import to update existing order comments based on a new configurable system setting.

Fixes:
6447: Fixed the message returned to web scheduling when an auto-appointment submission is Too Early or Too Late.
6047: Fixed order number truncating on the 3 Unload Ticket reports (base, by Time, and by Door).
6430: Fixed a problem with Daily Capacity report that caused it to not load search parameters correctly.
6303: Optimize the Daily Capacity Report to inhibit timeout.
6316: Fixed error when importing a PO for a new Consignee.

February 24, 2010 (7.7.3)
Enhancements:
1502: Added SKU Count to PO import specification. Note: line item import will still override PO SKU count.
6243: Added Reserved Capacity quantities to the dashboard metrics.

Improvements:
6238, 6232: Performance improvements refreshing the screen and dragging/dropping appointments.
6448: Added a specific message to return to web scheduling when two or more orders belong to different appointments.

Fixes:
6213: Fixed tab order on consignee screen
6222: Fixed some order importing issues with pallet type if the PO is already scheduled on an appointment.
6244: Fixed the dashboard capacity quantities to update when moving appointments in or out of reserved time slots.
6185: Fixed error when scheduling a drop load with Vendor Capacity activated, “Conversion failed when converting the varchar value '*' to data type int.”

February 5, 2010 (7.7.2)
Enhancements:
6178: Added a new consignee web scheduling setting for minimum advance hours for re-scheduling
6090: Added a consignee setting to allow automatic changes and cancellations on the web. Not checking this setting will force all appointment changes and cancellations through the internal review process. The default value is False (not checked). Also added a minimum advance time for appointment changes/cancellations from the web. After this time threshold in advance of the scheduled appointment time, no changes will be automatically processed from the web, but they will still be allowed as a web request.

Improvements:
6203: Improved the caption of the system setting disallow web scheduling when capacity exceeded to "Limit scheduling to capacity metrics (See also the consignee and vendor settings)"

Fixes:
6169: Fixed an issue that sometimes caused Reserve Time properties window to open when double-clicking on a drop load in the SmartLot grid.

December 11, 2009 (7.7.1)
Enhancements:
6125: BREAKING CHANGE: Added a new scheduled task in the Data Transfer Service Manager for Reserve Time Maintenance. This generates the physical occurrences for repeating reserve times and should be run on a regular basis (weekly or monthly). This new task must be run once after the upgrade in order for reserve times to function properly.
6080: Reserve times (standing appointments) now support reserve quantities (cases, weight, pallets, product group, etc.) so that capacity can be properly forecast. These reserve times can optionally count against available capacity and be released back to the open time pool if an appointment has not been confirmed in advance.
6095: Reserve times are now suggested as available scheduling slots to matching carrier and vendor requests from the web site.
6097: Reserve times will now be offered as available slots to non-matching carriers and vendors after the Release Time threshold has expired.
6098: Reserve times previously marked "Open" will now be called "Internal" to reflect that they are not available time slots for web scheduling requests (consistent with existing behavior that treats them as closed to web scheduling). Only Carrier and Vendor reserve times will be suggested as available times to matching carrier and vendor appointment requests.
6093: Reserve times are now considered "fulfilled" if an appointment partially or fully overlaps the original reservation time.
6096: Web appointment available capacity is now subject to reserve quantities.

Improvements:
6039: Replaced the Accept/Reject web appointments buttons with a single Review button.
6136: Added a user setting Auto-Refresh When Minimized to the Options dialog to allow data connections to continue even when the application is minimized. Recommended setting: On.
6135: Added a user setting Use Embedded Navigator to the Options dialog to control the appearance of the navigator in data grids.

Fixes:
6072: Fixed drop requests to send email confirmation to carrier.

November 06, 2009 (7.7.0)
Enhancements:
5787: Enhanced SmartTime to be controlled separately for each Owner and to provide default values for new and imported vendors.
5914,5923: Added capacity tracking by consignee for daily Pallet Type, Product Group, and Drop Load maximums. All capacities, including door group setup and hourly capacity is now setup from the consignee data entry screen.
5916,5924,5925: The global web scheduling setup settings for auto-scheduling, origin, and lumper are now controlled by consignee/facility.
5917: Added new vendor capacity setting for maximum daily appointments (both drop and live unloads).
5918: Added new consignee capacity setting for maximum daily loads of a given pallet type.
5919: Added new consignee capacity setting for maximum daily loads of a given product group.
5920: Added new consignee capacity setting for maximum Drop loads per day.
5921: Added the new daily capacity metrics for palletype, productgroup and dropload to the scheduling page Dashboard.
5922: Added pallet type and product group to the Daily Appointments report.
5926,5928,5971: Carriers can now specify the order pallet type on the web scheduling site to help enforce pallet type capacity.
5930: Consignees can now be configured to require entry of Pallet Type on the web scheduling site.
5982: Carrier changes to the order pallet type from the web scheduling site now show in the appointment properties screen.
5990: SmartTime scheduling preferences can now be imported for vendors and/or defaulted to the Owner settings to reduce manual setup steps.
5992: Added vendor drop agreement settings to control whether carriers are allowed to schedule drop loads from the web.
5993: Added carrier drop agreement settings (specific to each consignee/web group) to control whether carriers are allowed to schedule drop loads from the web.
5995: Pending Web Appointments panel now also shows web Drop Load requests for approval.
6015: Carrier web scheduling approval requests now also require configuring drop agreement settings for the carrier/consignee group.
6016: Carriers can now specify Drop or Live Unload for web appointments, based on the carrier and vendor drop agreements.
6022: Web scheduled appointments now enforce daily capacity metrics for pallet type, product group, and drop loads.

Improvements:
5986: Added more details to the SmartLot grid (additional columns) and added a new quick view that excludes received loads.
5994: Added an Expected Drop Arrival metric to the scheduling page Dashboard.
5997: Report Percent of Orders Web Scheduled now includes drop loads and differentiates between web requests, web drops, web appointments, and internal appointments.
5998: Drop loads have been added to the web scheduling Current Appointments report.
6001,5996: Added the ability to optionally include SmartLot loads in the Schedule export. See System Settings > Export and review the Schedule Export interface documentation for new export fields.
6002: Added Expected Duration property for SmartLot loads.
6021: Added new setting to show/hide drop loads in the SmartLot grid after they have been assigned a door appointment.
6063: Added carrier email address to Arrival Schedule Sorted by Time and Door reports.
6065: Added appointment history view for drop loads from the SmartLot grid context menu.

Fixes:
5976: Fixed a problem that was requiring clerk code entry for web appointment changes.
5991: Fixed Data Transfer Manager dialog to show the most recent events so that the Day, Week, and Month filters work properly.
6070: Fixed a problem with web change requests selecting the wrong order for re-scheduling.

September 18, 2009 (7.6.3)
Fixes:
5977: Fixed Microsoft .NET Click-Once client update problem by incrementing assembly versions. No other change from v7.6.2.
5969, 5970: Fixed Report service issues for compatibility with Windows Server 2008 / IIS 7. Configuration file web.config should be renamed to config.ini in Report service install folder.

August 14, 2009 (7.6.2)
Installation Note: a new key has been added to the wwwroot\ScheduleService\web.config file. Add the following in the <appSettings> section:
<add key="LongOperationTimeout" value="600" />
Enhancements:
5714: Added scheduling by Transportation Load number. Requires orders to be imported with the same group or load number.

Improvements:
5614: Added a warning when adding the same PO number to an appointment where it already existed.
5616: Reserve times now show the Vendor or Carrier name in the flyover hint.
5727: The words "Consignee" and "Group" have been removed from the door list on the schedule screen to save real estate.
5747: Multiple orders can now be highlighted at once on the Select an Order dialog by using the Ctrl key.

Fixes:
5739: Fixed an error that sometimes occurred when adding and removing several orders to an appointment: "DataTable internal index is corrupted: '5'".
5558: Fixed the Past Due Date warning to show up for new appointments (previously only showed for moved appointments).
5872: Fixed the Appointment export to show the correct username for orders removed from an appointment.
5864: Fixed the import process to ignore older DOS/Unix end-of-file marker character #26 (CTRL-Z).


March 17, 2009 (7.6.1 SP3)
Fixes:
Fixed a problem that caused suggested appointment times to not show up to the carrier on the web during scheduling.


January 28, 2009 (7.6.1 SP2)
Improvements:
5534: Added Lumper to Daily Appointment report.
5552: Results of the 'Late Loads (by Scheduled Start Time)' report are now restricted to those loads late within the last month.

Fixes:
5481: Fixed errors in Appointment History report for SQL 2000.
5551: Optimized stored procedures for schedule refresh operation to avoid deadlock and timeout problems.
1310: Changed 'ProductCode' to 'ProductGroup' on the Order import specification.
Note: this is a BREAKING CHANGE if any of the following situations apply:
1. You have the 'Header Determines Layout' setting checked for CSV imports.
2. You use XML import format where the column names are embedded in the data file.
3. You have a custom import plugin that does custom processing on the 'ProductCode' field.
5559: The 'Projected Capacity Detail Graph' and 'Scheduled Capacity Detail Graph' reports have been re-included and now heed Capacity Group Exceptions.
5542: Fixed a problem with the Carrier Performance Scheduled Vs. Actual Summary and Detail reports where the Actual Start Time search criteria was ignored.
5548: Fixed the Appointment export to correctly export the user name of the person who deleted the appointment, rather than the person who last changed the appointment.
5510: Fixed connection detection in install/upgrade packaging.


December 11, 2008 (7.6.1 SP1)
Improvements:
Set the Hourly Capacity graph panel invisible by default (enable from View > Other Dock Panes > Hourly Capacity).


October 29, 2008 (7.6.1)
Improvements:
5359: Daily Capacity is now checked as a backup constraint to hourly capacity warnings for internal appointments.
5421: Added new Arrival Reports: "Hourly Arrival By Actual Gate In" and "Hourly Arrival By Scheduled Start Time".
5447: Daily Capacity (in addition to hourly capacity) is now checked and enforced for web appointments.
5428: Stored procedures are now marked for recompile after the upgrade package has completed.

Fixes:
5412: Fixed "Canvas does not allow drawing" error for some reports.
5419: Fixed clerk code search parameter on Schedule screen to resolve "invalid column name: code" error.
5446: Fixed duration calculation for Suggested Appointment Times test dialog.


September 23, 2008 (7.6 SP3)
Improvements:
5335: 'Projected Capacity Detail' and 'Scheduled Capacity Detail' reports now honor Capacity Group Exceptions.

Fixes:
5395: Fixed a problem where the Order Number text box was not focused when the appointment dialog came up.
5406: Fixed a problem with the appointment import.


September 12, 2008 (7.6 SP2)
Improvements:
5389: Allow reset of clerk code entry on each appointment transaction change.
5192: Provided support for 64-bit SQL Server install.

Fixes:
5388: Fixed a problem submitting web requests when the scheduling window has closed.


August 27, 2008 (7.6 SP1)
Improvements:
5333: Improved the Hourly Capacity Detail violations warning dialog by adding Web Loads metric.

Fixes:
5336: Fixed appointment export to have correct Lumper flag value.
5337: Fixed problem with consignee scheduling window Close Time not applying correctly (sign was inverted).
5341: Fixed the Hours Open column for new Capacity Group Exceptions when exceptions are seeded with the default capacity.
5351: Fixed system error "Cannot access a disposed object" during exception handling on application close.
5367: Fixed Capacity group showing 0.50 hours open even though no intervals are populated.
5368: Fixed the Clerk Code drop down to show the description instead of the ID.
5369: Changed the Web Request caption on the Appointment properties dialog from "Carrier" to "Name" for clarity.
5379: Fixed Lumper image to have transparent background.


August 08, 2008 (7.6)
Enhancements:
4453: Enhanced capacity planning for doors to set hourly metrics (instead of daily), warnings when capacity is exceeded, capacity limits on web scheduled appointments, capacity exceptions for holiday weeks, and a new hourly timeline graph of current capacity.
5297: Enhanced web scheduling to allow Open/Close windows for appointment submissions. This is a configurable window for each consignee that specifies when the scheduling process can begin for a given due date. You must configure the number of advance days, time of day, UTC offset, and Daylight Savings Time adjustment for each consignee.
5298: Enhanced the web scheduling process to optionally require a reason code to be entered when appointments are scheduled internally rather than over the web, with a chargeable flag that can be exported to external systems for tracking non-compliant vendors/carriers.
5300: Added a Lumper Requested flag for both internal and web scheduled appointments. This option must be enabled under Tools > Options > System > General > Attributes.

Improvements:
4424: Web Requests can now be visually distinguished from Automatic Web Appointments with a new display icon. This option must be enabled under Tools > Web Scheduling Setup > Attributes.
4543: Improved all Property dialogs to show 'last modified' information (when and who made the last modification).
4562: Improved the Dashboard caption to include a last refresh time and door filter caption.
5261: Increased the granularity of the vendor FixedPerUnit scheduling preference to Seconds instead of Minutes to provide finer control (e.g. 20 seconds per Case).
5264: Added shut-off flags for capacity metrics to limit which ones are tracked and warned.
5271: Improved error logging so that more detailed information is written to the Retalix.Schedule.Shell.log file in the Windows %TEMP% directory.
5294: Added a new screen under Tools > Suggested Appointment Times to assist with web scheduling configuration and trouble-shooting.
5296: The default user-preference Snap Interval is now 30 minutes instead of 5. This preference is machine-specific.
5311: Added capacity factors to the consignee configuration to allow different scheduling volumes for internal versus web scheduled appointments.

Fixes:
4678: Fixed an issue caused by sequentially deleting 2 carrier records approved for web destinations.
5270: Fixed a problem with the appointment properties dialog not appearing when there is a consignee match conflict and the user clicks the [Properties] button in the warning dialog.
5277: Fixed an issue with the Carrier, Web Destination, and System Type popup controls showing the New/Edit/Delete buttons as enabled when a user did not have security access rights.
5324: Fixed a problem with Vendor SmartTime scheduling preferences not saving if the Save button was clicked before tabbing out of the numeric control.


June 27, 2008 (7.5 SP7)
Enhancements:
5145: Added password security enhancements: Password expiration, password reuse limits, account expirations, and account recycling (removal).

Improvements:
5248: Added message boxes for the following contexts: when a report or user-search returns an error or when there is a problem connecting to the remote services (these used to be handled by the Instant Popup).

Fixes:
5239, 5240: Fixed web scheduling suggested appointment times that surfaced when door groups were set to zero capacity.


June 17, 2008 (7.5 SP6)
Enhancements:
3202: Enhanced the schedule page to provide a context menu to view history of appointment changes.
5205: Enhance the web scheduling process by providing a way to approve previously denied logins from Web Scheduling Setup.

Improvements:
5203: Added a new user setting (not surfaced in the UI) to turn off the embedded grid navigator to avoid display issues with background query grid data refreshes. In the settings file %userprofile%\Application Data\BGI International\.NET\SmartDockUserSettings.xml set the "UseEmbeddedGridNavigatorAsString" value to True or False.
5204: Added a new user setting (not surfaced in the UI) to force auto-refresh queries to fire even when the application is minimized. In the settings file %userprofile%\Application Data\BGI International\.NET\SmartDockUserSettings.xml set the "AutoRefreshWhenMinimizedAsString" value to True or False.
5237: Replaced Instant Popup messages with MessageBoxes where relevant. Deprecated Instant Popup messages where not necessary.

Fixes:
5214: Fixed "offline" message for carriers on the Traffic web site when 2 carriers submitted requests at the same time for the same customer.


March 17, 2008 (7.5 SP5)
Enhancements:
4635: Enhance the web setup dialog to provide the ability to configure "Auto-scheduling advance hours required". This improves the suggested times in web auto-scheduling.

Improvements:
4544. Added a new item to the View Menu to provide a way to Reset Dock Panels to their original default.
4545. Added a new menu item that appears on all grid context menus to Reset Grid Columns to their original defaults.
4498. Improve the process of web scheduling, by adding to the validation process, a validation that all order consignee webschedule flags are on.
4613. Improve the process of web scheduling, by restricting suggested door times to matching consignees, and by requiring review if an appointment request contains mixed consignees that are all restricted.
4585. Improve the process of manually assembling appointments in the appointment dialog by providing visible feedback and inhibiting the ability to create appointments that have mixed consignees that are all restricted.
4586. Improve the process of manually scheduling an appointment by adding Properties and Cancel buttons to the Schedule Errors messagebox presented when an attempted drop contains errors.

Fixes:
4626. Fixed web scheduling to complete without errors when a web scheduling consignee does not have a name, city or state.
4526. All remaining web scheduling url's have been updated to retalixtraffic.com.


January 22, 2008 (7.5 SP4)
Improvements:
4546, 4553. Improved schedule screen refresh time by excluding non-visible dock panels (Dashboard, SmartLot, etc.) and tuning database queries.

Fixes:
4492. Fixed a display problem in the Enabled property of scheduled tasks on the Data Transfer Manager dialog.
4510. Fixed seconds/minutes/hours display problem when loading Interval trigger settings over 60.
4524. Fixed the update license dialog so that it can be used to update the license after the license has already expired.
4526. Updated the default domain for web scheduling services (www.retalixtraffic.com, effective January 18, 2008).


November 20, 2007 (7.5 SP2)
Enhancements:
4189: Add a feature to the appointment delete process to allow an optional cancellation email to be sent to the carrier.
4425: Enhanced the web setup dialog to provide the ability to reset the carrier and vendor web scheduling 'allow web scheduling' and 'requires review' settings.
4442: Enhanced the web setup dialog to look for and display web setup warnings and errors to provide feedback when initially setting up web scheduling.
4453: Added configurable application logging to assist in troubleshooting and performance evaluation.

Improvements:
4317: Improve the process of approving a carrier for web scheduling, by ensuring the selected carrier webschedule flag is on AND that the carrier has at least one approved destination.
4378: Optimized the available times calculation for web auto-scheduling by improving the performance of selecting capacity appts.
4388: Updated the Options dialog SmartTimeWarnings page to move the min/max boundary and warning controls into the section "applies to all orders regardless of vendor scheduling preference".

Fixes:
4380: Fixed order importing to complete without errors when an order is associated with a non-existing consignee.
4383: Fixed a problem in the Options dialog that did not provide correct access to SmartTime factors when the SmartTime Operations module was ReadOnly. Also, moved the location of the SmartTime Factors security module from the Operations section to the Tools->Settings->SmartTime section.
4390: Fixed the PalletTypeFactor dialog so it would close when the ESCAPE key is pressed.
4399: Correct the appointment dialog to show an empty grid (no rows) when deleting the last appointment order. It was incorrectly showing one blank row when deleting the last appointment order.
4400: Fixed a problem with weekly and monthly reservetimeseries that did not allow an endtype of end-by-occurrencecount to work. (Previously when creating a weekly or monthly series with an end type of end-by-occurrencecount, the series instances did not appear.)


September 24, 2007 (7.5 SP1)
Enhancements:
4204, 4297, 4306, 4307, 4308, 4326, 4342: Web appointments can now be auto-scheduled. Added new web scheduling settings to support this feature, including RequiresReview (with a carrier, consignee, vendor, and global RequiresReview setting), BeforeDueDateMargin, AfterDueDateMargin, SnapStartMinute, AvailableApptsPerDay, and Door-ProductGroup filtering.
4275: BREAKING CHANGE - Enhanced the schedule export to suppress all exporting on unscheduled (limbo) appointments.
4190: BREAKING CHANGE - Enhanced the schedule export to reflect order additions and removals to appointments, through a new OrderState column.

Improvements:
4323: Improved error reporting during servicing of web appointment requests in the AppointmentRequestsTask.
4262: Improved the search performance of reports and entities by removing case sensitivity from search options.

Fixes:
4361: Fixed the SmartTime calculation to apply the minimum and maximum boundaries to all SmartTime appointments, instead of just linear regression appointments.
4215: Reduced deadlock occurrences with transaction isolation level changes to ReadCommited.
4325: Fixed a problem where reserve time instance end times show a rounding error when ending at 55 minutes past the hour. (The time shown is 54.997 past the hour.)
4319: Fixed a problem with the options dialog where the initial default duration label appears to be disabled when Use SmartTime is on.
4194: Fixed a problem where a door restriction value of Consignee Match was not saved when creating a new consignee.
4187: Fixed the XML Export to order the exported data fields in the same order as the configured schema field order.
4185: Fixed the XML Export to suppress exporting data not present in the configured schema.


July 16, 2007 (7.4 RTM)
Enhancements:
4119: SmartDock has been rebranded as Retalix Dock Scheduling.
2518: All grids can now save data to a CSV, Html, Text, or Xml file through the right-click context menu.
3860: Added a comments identifier (shaded image) for normal appointments on the schedule page.
3958: Added reserved/closed times caption to the appointment flyover hints.
3986: Added confirmation number to the appointment search options.
2463: Now optionally assigns default late reasons during the receiving import.
1433: Added Appointment import for importing received times (Gate, Dock, and Actual) and modified the Order import for received quantities. See import specifications for further details.
3746: Added export event time to the Appointment export so that it can be properly sequenced by a receiving system.
4018: Added Product key to search parameters on the Product data entry page.
3980: Added a notification and option to jump to the existing appointment if the system setting disallows scheduling an order more than once.

Improvements:
4049: Split the web appointment and web login requests into 2 dock panels for better visibility.
3997: Improved the appearance of the "View Series Default" dialog, deprecating use of a mono-spaced font.
3901: Improved performance and reduce memory usage by utilizing divisional security to limit the series and reserve times accessed for the schedule page.
4000: Removed inactive doors from the schedule display.
3853: Eliminated computer performance problems, identified by a high CPU%, caused by notification icons blinking for a very long period of time. (Deprecated icon blinking in lieu of using a bold font to identify new notifications.)
4002: Revised import exceptions export feature to merge data and exception message into one file. For imports using XML file format, exception messages will be included under the "ErrCode" column. For imports using fixed-width or delimited file format, exception messages will be exported on a separate line from the data (requiring double-line processing) to keep the data pristine.
4012: Removed consignees with no door groups from the custom door filters and reserve time dialogs.
3952: Changed the web request notification display caption to exclude the count when the count is zero.
4041: Added a warning to prevent limbo appointments during the scheduling process.
3608: Now prevents dropping appointments below the last door in the list to avoid limbo appointments.
4075: Added Properties button to edit doors on the Door Setup dialog.
4087: Added 2 retries for failed login attempts.
4117: Changed several menu captions to be consistent with Microsoft interface guidelines.
4074: Now requires Door Group on door setup to prevent uncategorized doors.
4120: Changed divisional security default setting for new users to 'All Divisions' rather than 'None'. This does not affect existing installations.
4097: Now prevents adding capacity groups or doors to the Not Assigned consignee.
4141: Added Properties and Delete actions to the grid context menu on data entry pages.

Fixes:
4054: Fixed problems that could occur while scheduling new appointments if other actions were performed at the same time, like inserting, editing, deleting other appointments, etc. This was fixed by disabling those other actions until the new appointment insert is complete.
4008: Fixed problem with custom door filters showing all door groups when some doors were not assigned to a group.
4009: Removed the Not Assigned Consignee/Door Group from the custom door filters and reserve times dialogs.
3942: Fixed a problem where accessing the Properties dialog of an entity (carrier, vendor, etc.) by double-clicking in the page grid will cause some lookups to appear blank if changes were previously pending for the entity.
4059: Fixed problem with Door Group capacities not saving when new door groups were added (they only saved when editing the door group after insert).
3908: Fixed sorting on grid columns that did not sort correctly.
3941: Fixed an orders dialog and page display issue where changing order vendors caused the buyer and product group to appear blank.
3973: Fixed problem with grids losing current row position after a refresh on data entry pages.
3927: Fixed a server timeout issue that was occurring when updating carriers from the carrier page for customer databases that contained an extremely large number of carriers.
3929: Fixed the carrier page to show the correctly associated web destinations, after deleting a carrier. (Previously it would get out of sync.)
3933: Fixed a problem allowing saved grid settings to restore sorting on columns that no longer allow sorting.
3890: Fixed schedule page display of reserve time series instances that had exceptions. They were incorrectly appearing in the schedule when the custom door filter excluded the exception door group.
3891: Revised the schedule page to eliminate the "appointment bounce" appearance when completing an appointment paste or drag operation. ("Appointment bounce" is where the schedule control is redisplaying the appointment in its original location immediately before it displays the appointment in the pasted or dragged location).
3889: Fixed the Reserve Time dialog door-dropdown display that was showing [Edit value is null] when creating a reserve time series exception.
3991: Fixed problems with schedule cut/paste operations not working correctly when filters were set in the data grid.
4021: Fixed problem with receiving toolbar button not being enabled if there are no rows in the current grid filter.
4052: Fixed scheduling to prevent dropping appointments without a door assignment.
3947: Fixed grid sorting to maintain the currently selected record.
2201: Now prevents having 2 appointments in progress at the same time (both New and Cut/Paste actions) to avoid scheduling errors.
4030: Fixed problem with the reserve time dialog showing when clicking on Properties for a normal appointment in the data grid.
3978: Fixed problem with install registering additional databases that shared existing user accounts.
4038: Fixed problem with current grid row changing during Refresh actions on the schedule page.
4040: Fixed dashboard metrics for due orders, unscheduled orders, due loads, and unscheduled (limbo) loads to work properly with divisional security, especially when users have restricted divisional rights but do not use a customized door filter (showing All Doors).
4022: Fixed problem with appointment export exceeding the length for comments defined in the export schema (data is now truncated on export).
4037: Fixed problem with auto-refresh on the schedule screen re-centering the horizontal scrollbar.
4046: Fixed the "Last Run" filter selection on the Data Transfer Manager dialog to properly show only the last event rather than the last full minute of events.
3985: Fixed problem with install unregistering an application if the database has already been deleted.
4034: Fixed problem with saving changes to schema field lengths on the Schema Configuration dialog if focus did not change to a different control after changes were made.
3925: Fixed problem moving import files to the history folder when 2 files were imported in the same millisecond.
4006: Fixed problem with install not correctly granting rights for the system user account to the database if the friendly name of the account already exists.
3685: Fixed problems loading the import exceptions dialog when there were lots of exceptions for an import file. The number of exceptions viewable is now limited to 500.
4073: Fixed problem scheduling appointments to doors that have been deleted by another user.
4114: Fixed reserve time series occurrences dialog to close in response to the ESCAPE key.
4103: Fixed problem with importing lower case pallet types for orders showing up blank on the receiving dialog.
4121: Fixed grids to sort correctly when the asterisk character (*) is used to indicate multiple orders on an appointment (specifically, order number and buyer name columns).
4102: Fixed the problem with the login dialog not coming to the front when the application is started.
4112: Fixed a dialog focus issue when double-clicking on an appointment.
4113: Fixed problem with schema configuration dialog saving for delimited files when a delimiter character is not specified (previously allowed saving without a warning).
4092: Fixed problem with product group changes not showing up properly on the vendor page without rebuilding the local cache.
4093: Fixed problem with Vendor-Product Group associations not displaying properly when a vendor is deleted.
4089: Fixed problem with product group check boxes on vendor page when deleting vendors and refreshing local cache.
4124: Fixed error on appointment and receiving dialogs that occurred when grid filters removed all records from the grid: "The value for column 'streamline' in table 'orders' is DBNull. Unable to cast object of type 'System.DBNull' to type 'System.String'." Grid filtering capability has been removed from these 2 dialogs.
4135, 4136: Fixed display problem with Schedule door filter caption, especially when switching screens or clicking on Web Appointments link.
4138: Fixed problem with Recent Reports list not removing deleted entries after the application is restarted.
4139: Fixed problem viewing reports from the hyperlink on the Recent Reports dialog.


March 16, 2007 (7.3 SP1)
Improvements:
1. Added system setting to specify default owner group for new users (previously defaulted to No Divisions).
2. Added order number to the SmartLot grid columns.
3. Improved refresh performance after editing reserve/closed times.

Fixes:
1. Fixed a problem assigning Divisional rights to users with login names (email addresses) longer than 20 characters.
2. Fixed some scheduling warnings in the appointment constraints dialog when cutting an appointment.
3. Fixed a problem removing the last exception for a reserve/closed time series.
4. Restricted access to reserve/closed time captions if user does not have access to All Divisions.
5. Restricted access to remove reserve/closed time exceptions to only those users who have access to both the original and current door.
6. Fixed the help topic link from the Extended Properties dialog on the User data entry page.
7. Removed the profile settings during login for ClickOnce installations (obsolete).
8. Fixed order import to correctly associate productcode with the order for Type A imports when the product already exists.


March 1, 2007 (7.3)
Enhancements:
1. Added Divisional Security to manage Users and Consignees (and related data) by Owner.
Security does apply to Reports, Orders, Vendors, Line items, Pallet tracking, Products, Appointments, Receiving, Web Scheduling, SmartLot, Consignees, Doors, Door Groups, and Reserved/Closed times.
Security does not apply to Buyers, Carriers, SmartTime settings, Late Reasons, Product Groups, Scheduled tasks, Import/Export settings, and System settings.
See Extended Properties on the User screen to set Divisional rights.
2. Added Role-based security for easier management of user permissions.  You must now define fixed roles and assign each user to a role to maintain access rights.  Note: default roles are created for each user during the upgrade that are consistent with access rights already assigned.
3. Added purge tasks for cleaning up logged information from the database.  This will result in better management of the database growth rate.
4. Import exceptions can now be exported to a directory and "watched" by external systems for notification on failed imports.

Improvements:
1. User accounts can now be loaded in advance without sending out an email notification (add as a disabled account).
2. Improved performance of authentication and user maintenance for installations with high user counts.


February 21, 2007 (7.2 SP3)
Fixes:
1. Fixed door group lookup search option for reports.
2. Fixed an error opening Help|About after changing system settings from Tools|Options.


February 14, 2007 (7.2 SP2)
Fixes:
1. Fixed appointment export schema generation.
2. Fixed carrier email notification to skip when the notify preference is not checked.


February 9, 2007 (7.2 SP1)
Improvements:
1. Modified client updates to find the host server automatically during start menu launch (previously required re-launch using Internet Explorer).

Fixes:
1. Fixed carrier lookup when using full match search.
2. Fixed all lookups to properly focus the incremental search column.
3. Fixed an issue that could prevent approval of a web scheduling customer.


January 26, 2007 (7.2)
Enhancements:
1. Introduced scheduling to the SmartLot.
2. Added consignee groups to display on the web scheduling site (on the Consignee data entry screen, assign each consignee to a web destination).
3. Added Trailer Number to new appointments and made it a search option for finding appointments (primarily for outbound operation).
4. Added Broadcast Message feature to notify users of important information through email, instant messages, or logon messages.

Improvements:
1. Standardized the Schedule page toolbar buttons to apply to the selected appointment instead of the grid record.
2. Native support for ClickOnce distribution of the client application.
3. Provided custom email message dialog for notification to carriers (right-click an appointment and choose Send Carrier Confirmation).
4. View Series Occurrences dialog now indicates when there are no occurrences of reserve/closed times.
5. Added carrier comments to the web appointment request grid.
6. Implemented error messages when placing mismatched appointments over Vendor and Carrier Reserve Times.
7. Combined Reserve Time context menu items Edit and View into single item Properties.
8. Added ability to save grid filters and groups.
9. Added user preference to show or hide the current time line on the Schedule screen.
10. Added owner code to the vendor lookup to distinguish between vendors with the same name.
11. Added city/state to the carrier lookup to distinguish between carriers with the same name.
12. Schedule screen now brings back only appointments that match the consignee/door group filter to improve performance.

Fixes:
1. Reduce bandwidth usage for idle Web Scheduling transfers.
2. SmartDock application icon now appears in the ClickOnce install and update dialogs.
3. Removed the unnecessary Save and Undo toolbar buttons from the Schedule screen.
4. Fixed the security rights for the Print Load Ticket action on the Schedule screen.
5. Corrected the security access rights for viewing Line items on the Receiving dialog (incorrectly tied to LateProcessing rights).
6. Fixed the date selection for reports on the Web Scheduling site to match SmartDock date search behavior.
7. Fixed carrier email notification preferences so that historical appointment information is not sent when the preference is first turned on.
8. Fixed a problem that did not enable the Properties and Delete toolbar buttons of a new appointment until the appointment was de-selected and then reselected.
9. Fixed problem that showed users as "Not Connected" after a timeout reconnect attempt.
10. Fixed horizontal scrollbar so that it does not reset to the left margin when the application is minimized.


November 28, 2006 (7.1 SP6)
Fixes:
1. Splash screen now shows sooner.
2. Corrections in EULA.
3. Fixed terminal error when running a report for the first time ("process cannot access the file because it is being used by another process").
4. Restored hot/streamline/backhaul icon visibility to the Receiving dialog.
5. Carrier lookup can optionally be set to partial match search to improve performance.
6. Vendor local cache data is now kept up-to-date with inserts/updates/deletes.


November 17, 2006 (7.1 SP5)
Improvements:
1. Added Session User report to show last login time for each user.
2. Added Percent of Orders Web Scheduled report.


October 02, 2006 (7.1 SP4)
Improvements:
1. Appointment property dialog now opens faster.
2. Unhandled exceptions are now logged by default in the client side log file.
3. Removed the warning for missing schema when import tasks are run and there are no data files to process.
4. Vendor page and dialog now allows customized layout and size to take full advantage of screen real estate.
5. Implemented standard Find toolbar button and F3 hotkey on Reports page.
6. Added line breaks and numbering on Appointment Constraints dialog to improve readability of warnings.

Fixes:
1. Fixed SQL error when deleting doors associated with reserve time series, "Cursorfetch: The number of variables declared in the INTO list must match that of selected columns".
2. Fixed data binding problems on Vendor data entry page.
3. Fixed error when cancelling the End User License Agreement during first login.
4. Fixed error, "Invalid Login ID" when creating a read only user account.
5. Fixed initial focus on new Carrier, Product, and Vendor dialogs.
6. Fixed Web Request notifications for read only access levels.
7. Fixed Door Setup dialog for read only access levels.
8. Fixed Web Scheduling Setup dialog for read only access levels.
9. Fixed problems with Data Transfer Engine shutting down after timeout errors.
10. Fixed Vendor and Product imports when ownercode is missing from the data file.
11. Fixed errors that caused the Data Transfer Engine to stop running when reading license information.
12. Fixed scaling issues resulting from desktop display settings of 120 DPI.


August 31, 2006 (7.1 SP3)
Improvements:
1. Unscheduled (limbo) appointments are now highlighted in the grid and available to be scheduled or deleted if necessary.
2. Improved handling of warnings and errors during the scheduling process, especially consignee/door mismatches, to prevent unscheduled (limbo) appointments.
3. Added context menu to schedule grid to allow working with appointments more easily.
4. Added Buyer name to the schedule grid to allow sorting and filtering.
5. Improved memory management for reports (especially for lookup search options).
6. Improved appearance and usability of true/false search options on the Find dialog.
7. Data Transfer tasks can now be scheduled to run at a specific time of day.
8. Improved information available in Data Transfer Manager dialog for troubleshooting import issues (line numbers, exception messages, etc.).

Fixes:
1. Fixed an intermittent error with the .NET framework 2.0, "DataTable internal index is corrupted: '5'".
2. Fixed a problem calculating the warning for appointments scheduled on the same day for the same vendor.
3. Fixed several cosmetic issues resulting from desktop display settings of 120 DPI.
4. Fixed issues that sometimes caused buttons in grid rows to disappear, especially if the 'Use XP Theme' visual style is used.
5. Fixed problems with moving appointments if the schedule grid was sorted by door, start time, or stop time.
6. Fixed the enabled state of the Initial Default Duration when SmartTime was not turned on.
7. Fixed error message when saving changes to Options dialog on a new system: "There is no Original data to access."
8. Fixed web requests to immediately disappear from the pending request grid when they are scheduled.
9. Fixed problems filtering system type lookup options on search dialogs (pallet types, trailer types, etc.).


July 21, 2006 (7.1)
Enhancements:
1. Introduced Web Scheduling for remote appointment requests.
2. Introduced email notification to carriers, for both web appointments and normal appointments.
3. Updated code for the .NET 2.0 framework.
4. Added additional appointment status images (trucks, forklift, etc.) for custom flags.
5. Introduced on-the-fly editing of Carriers, TrailerType, and PalletType.
6. Improved performance of Schedule page when there are many doors, appointments, and closed times.
7. Introduced support for legacy applications in the .NET import/export engine.
8. Deleting appointments (esp. web requests) now allows comments for the reason.
9. Implemented Require Consignee Match setting (and optional warnings) for doors.
10. Appointment grid now shows an asterisk for multi-order appointments.
11. Searching for appointments now scrolls the selected appointment into view.

Fixes:
1. Fixed problems with failed inserts or updates that contain address and contact data (wrapped in safe transactions).
2. Fixed problems with some dialogs hiding behind others when they should show on top.
3. Improved usability and performance of the Data Transfer Manager dialog.
4. Fixed sorting of unscheduled orders during appointment creation when they have the same due date, and newest orders now show at the top by default.
5. Online help now accesses a local Html Help file instead of using Web Help (to prevent Popup blocker problems).
6. Improved appointment hints for use over remote control and better popup delay settings.
7. SmartTime now defaults to SmartTime - Cases when it is activated.
8. Fixed problem calculating correct start/stop time for the schedule control based on ViewStart and HoursInView (now shows the majority date correctly to match the selected calendar date).
9. Fixed bug with SmartTime when calculated intercept exceeded range of allowance values in the database.
10. Fixed problems with managing door filters: copy, rename, new, and delete not working as expected.
11. Fixed problem with clicking Customize Filters that suspended local cache download.
12. Floating dock panels are now disallowed to prevent re-docking problems.
13. Added cancellation warning when a new appointment placement is cancelled to prevent limbo appointments.
14. Fixed problem that did not allow users with Read Only access to change their passwords.
15. Fixed problems with session timeouts not reconnecting when the password is re-entered (sometimes the application would hang or not accept the password).
16. Fixed Dashboard to be synchronized with the current Consignee display in the door filter.
17. Fixed problem with lineitem import when the Owner Code is missing.
18. Improved Appointment dialog to allow cancelling and closing when no changes are made.
19. Fixed problems with the Data Transfer Service stopping unexpectedly.
20. Fix problem with reserved times showing behind closed times.
21. DTE tasks that are not licensed (e.g. SmartTime recalculation and Web Scheduling) are now hidden.


April 5, 2006 (7.0.2)
Enhancements:
1. SmartTime has now been fully implemented with charting capability, factor maintenance, and automatic recalculation for Vendors.
2. Implemented Late Reasons on the Receiving dialog.
3. Added export capability for all appointment changes (new, change, delete).
4. Added ability to setup imports, exports, and SmartTime recalculation for all vendors on a scheduled interval with blackout windows through the Data Transfer Manager.
5. Added ability to change access rights for all security modules with a single click.
6. Now defaults the pallet types on the Receiving dialog to the order's pallet type.
7. Now defaults the Labor to 1 instead of 0 to avoid Labor warnings.
8. Added right-click for Print Load Ticket from schedule screen.
9. Added right-click to set Original Appointment time on schedule screen.
10. Consignees, Door Groups, and Doors now display in a tree fashion on the schedule screen.
11. Added flyover hints for appointments on the schedule screen.
12. Carriers can now be entered and changed on the fly when creating appointments.
13. Added ability to change reserve/closed times for many doors at once.
14. Added ability to copy information in Help|About to the clipboard using right click context menu.
15. Improved dock window management, opening/closing windows, etc.

Fixes:
1. Updated Help content for all screens.
2. Improved vendor lookup control: no longer requires entry of the % symbol for searches; auto-selects the first row in the list; now allows hiding of partial match text entry and Find button; Enter Key and Mouse DoubleClick now close the popup; reduced the popup size to be more manageable; added a border around the search entry area for better visibility; added visual cues to indicate that a search is being performed.
3. Now prevents appointments from being deleted if they are received.
4. Tools|Options|Display Settings|Time|Start Time now reflects the time for the viewable portion of the schedule screen to start rather than the start time of the data fetch operation (i.e. a scroll to ViewStart rather than a centering of ViewHours).
5. Fixed several painting issues on the schedule screen: appointment icons and captions not being clipped, errors when timescale sized too small, showing appointments with no door assignment in first door.
6. Fixed problem with initial date fetch of the Schedule page was not set as the default home page.
7. Reorganized the main menu, added group separators, etc.
8. Fixed issues with ReadOnly user licenses.
9. Improved SmartTime calculations when there were multiple orders for the same vendor on an appointment, precision accuracy, etc.
10. Fixed problem changing original appointment time when Quick Fetch was on.


February 23, 2006 (7.0.1 SP4)
Fixes:
1. Fixed problems with client and server running in different time zones.
2. Fixed security rights for stand-alone Receiving access.
3. Fixed selection of default consignee in Door Setup.
4. Fixed problem with prompting to save changes when the appointment dialog was opened and no changes were made.
5. Fixed problem with SmartTime preferences duplicating during Rebuild Local cache.


February 10, 2006 (7.0.1 SP3)
Fixes:
1. Fixed refresh issues when dropping an appointment over an existing one.
2. Changed default colors on schedule screen for better visibility.


February 06, 2006 (7.0.1 SP2)
Enhancements:
1. Added Print Daily Appointments from schedule screen.
2. Added right-click for Receiving operation on schedule screen.
3. Fixed Capacity reports.
4. Now checks for overlapping appointments.
5. Implemented importing with Data Transfer Manager.
6. Added SmartTime setup for Vendors and factor maintenance.


January 12, 2006
Enhancements:
1. Added double-click event to open appointment editor dialog.
2. Enforced minimum duration for appointments; now shows constraints dialog when entering appointments to audit warnings and calculations.


January 09, 2006
Enhancements:
1. Added Door setup in Tools menu to maintain doors, capacity groups, and product groups.


December 23, 2005
Enhancements:
1. Now auto-refreshes schedule screen on insert, cut/paste, and delete appointments.
2. Changes to the appointment in AppointmentChangedEvent are now honored by the schedule control (e.g. the minimum appointment duration).
3. The current date no longer shifts back to the due date when cutting an existing appointment.
4. Improved performance when inserting new appointments.


December 21, 2005
Enhancements:
1. Temporarily removed the Appointment tab from the Schedule screen since it was causing data-binding problems. It may or may not be added back in the future. Appointments can still be edited by double-clicking the row in the grid.
2. The controls to add orders to an appointment have been moved to the upper-left corner of the new appointment dialog.


December 15, 2005
Enhancements:
1. Database changes to allow appointment exports and capacity limits for number of loads.
2. These release notes are now available from Help | About | What's New.


December 14, 2005
Fixes:
1. Fixed display problem with Recent Reports dialog.