Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| UI Expand | ||
|---|---|---|
| ||
|
| title | 2019.2 |
|---|
Feature
Log
AHFormDefn implementation to read reports and execute reports to PDF
SBS-0044
| title | 2019.1 |
|---|
Feature
Log
AHFormDefn implementation to read reports and execute reports to PDF
SBS-0044
| title | 2018.3 |
|---|
Feature
Log
Currency published as CurrencyCode on Customer
Validation of Country on Customer
SBS-0035
| title | 2018.2 |
|---|
Feature
Log
HR Leave Requests
SBS-0034
| title | 2018.1 |
|---|
Feature
Log
Update AP Invoice IN transaction Analysis
SBS-0033
Greentree release
Feature
Log
2019.1
AHFormDefn implementation to read reports and execute reports to PDF
SBS-0044
2019.2
Respect User/Company configuration
AR Credit Notes created via API are not creating UnApplied transactions
SBS-0051
2019.3
Current Company access for the user, not the requested company - unless the current company was already set to the requested company
SBS-0063
2019.4
Selling Price - respect correct default Price Book selection
SBS-0064
2019.5
Support update of PO Shipments
Improved handling of Dynamic & Plugin Properties
Support for Source Receipt Lines in AP
Validate sign of invoices and credit notes
Correct calculation of Selling Price on Sales Orders
Correct cost determination in Sales Order when selling by non-stocking UOM
Correct GL account on JC Lines of AP Invoice/Credit Note
Correct validation of Supplier Payment Terms
Stock Item query modified timestamp support for just the masterfile
SBS-0065
2020.1
Allow update of Supplier Withholding tax (and related) values
SBS-0080
2020.2
Ability to delete PO line items
Correctly set the Anniversary Date for HRPerson
Report default Company with User
SBS-0081
2020.3
SO Sales Orders new actions
takeOffHold
putOnHold
CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)
AR Customer Delivery Addresses can now be set as Active and Primary Addresses
AR Customer now queryable by Advanced Security
GL Account transaction trees are now published by request
GL Account now queryable by Advanced Security
AP Supplier now queryable by Advanced Security
Fixed error when handling JC Employee due to changes in Greentree gender handling
Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)
Resolved memory leak in API infrastructure related to HTTP Headers
SBS-0082
2021.1
|
| UI Expand | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
2021.2
API support for JSON and Unicode chars < 255
SBS-0090
2021.2
Dont lose sub components on Packing Slips for Kit Set items
SBS-0089
2021.2
Sales Orders improved handling of Delivery Address
SBS-0088
2021.2
Support HR Leave Request Single Level approval
SBS-0087
2021.2
Added CRM Message (Notifications)
Added CRM Task (Followups)
APInvoice and POPurchaseOrder now use the users Approval collection for iteration when querying with canBeApprovedByUser for a speed increase
Fix bug calculating SO Backorder Quantity when order is not in Stocking Units
Added CRM Contract Cost (CRM SV Contract Costs)
Added AP, AR, FA, GL, IN, JC Module Controls primarily for access to Current Periods by module
FA Depreciation GET
FA Disposal GET
FA Revaluation GET
FA Transfer GET
FA Write Off GET
Fix bug when updating existing Sales Orders not reducing header totals
Job Card fields available in JC Job
SBS-0086
2021.2
Added QuantityPicked and QuantityUnpicked to StockItem
SO Packing Slip - retain AddressNumber when updating a Packing Slip
PO Shipment accept Location on IN Line Items
Support includeCrossReferences to get Cross Reference information from Organisations and Contacts
CRM Asset Create and Update
FA Adjustment GET
FA Purchase GET
IN Advanced Pricing GET and POST
Analysis Code
Customer Code & Analysis Code
Customer Code & Stock Item
Price Level & Analysis Code
Price Level & Stock Item
SBS-0085
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
| UI Expand | ||||
|---|---|---|---|---|
| ||||
|
Greentree release | Feature | Log |
|---|---|---|
2021.3* |
| SBS-0091 SBS-0092 SBS-0093 SBS-0094 |
|
| SBS-0079 |
|
| SBS-078 |
|
| SBS-0077 |
|
| SBS-0076 |
|
| SBS-0075 |
|
| SBS-0074 |
|
| SBS-0073 |
|
| SBS-0072 |
|
| SBS-0071 |
|
| SBS-0070 |
|
| SBS-0069 |
|
| SBS-0068 |
|
| SBS-0067 |
|
| SBS-0066 |
| StockItem GetSellingPrice publish calculation tracing | SBS-0062 |
| StockItem GetSellingPrice calculation respect Customer invoice discount | SBS-0061 |
| Add query to CurrencyCode to get access to exchange rates | SBS-0060 |
| Standardise validation for a user to have Company access via API | SBS-0059 |
| GET for HR Balance Forecasts | SBS-0058 |
| Update to allow AP Invoice to reference source PO | SBS-0057 |
| Sales Orders respecting IN Location not being used | SBS-0055 |
|
| SBS-0054 |
| Security on Report access | SBS-0053 |
| CRM Communication now supporting POST | SBS-0052 |
| Fixed Asset data being published through PO was only showing the code not the sub code, and also resolving any POST attempt in the same way | SBS-0050 |
| AR Customer update is incorrectly using a property called StopCredit rather than IsCreditAllowed which causes an update to a Customer to reset the flag on an existing Customer | SBS-0049 |
| Added JCStatus, ProfitCentre and JCJobType API calls | SBS-0048 |
| Link Service Person to Purchase Order | SBS-0047 |
|
| SBS-0046 |
| Ability to run a report and have it generate an attachment | SBS-0045 |
|
| SBS-0043 |
| JCDisbursements | SBS-0042 |
| Update avoid 1090 on Locations in SO | SBS-0041 |
| Publish Timesheets that have been linked to a Service Request | SBS-0040 |
|
| SBS-0039 |
| Update to protect against use of property named "type" | SBS-0038 |
| Publish LastCost and StandardCost for StockLocations via the API | SBS-0037 |
|
| SBS-0036 |
| Miscellaneous API Updates | SBS-0032 |
|
| SBS-0031 |
| Enhanced API Logging and tracing | SBS-0030 |
Greentree release
Feature
Log
2018.1
Update AP Invoice IN transaction Analysis
SBS-0033
2018.2
HR Leave Requests
SBS-0034
2018.3
Currency published as CurrencyCode on Customer
Validation of Country on Customer
SBS-0035
2019.1
AHFormDefn implementation to read reports and execute reports to PDF
SBS-0044
2019.2
Respect User/Company configuration
AR Credit Notes created via API are not creating UnApplied transactions
SBS-0051
2019.3
Current Company access for the user, not the requested company - unless the current company was already set to the requested company
SBS-0063
2019.4
Selling Price - respect correct default Price Book selection
SBS-0064
2019.5
Support update of PO Shipments
Improved handling of Dynamic & Plugin Properties
Support for Source Receipt Lines in AP
Validate sign of invoices and credit notes
Correct calculation of Selling Price on Sales Orders
Correct cost determination in Sales Order when selling by non-stocking UOM
Correct GL account on JC Lines of AP Invoice/Credit Note
Correct validation of Supplier Payment Terms
Stock Item query modified timestamp support for just the masterfile
SBS-0065
2020.1
Allow update of Supplier Withholding tax (and related) values
SBS-0080
2020.2
Ability to delete PO line items
Correctly set the Anniversary Date for HRPerson
Report default Company with User
SBS-0081
2020.3
SO Sales Orders new actions
takeOffHold
putOnHold
CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)
AR Customer Delivery Addresses can now be set as Active and Primary Addresses
AR Customer now queryable by Advanced Security
GL Account transaction trees are now published by request
GL Account now queryable by Advanced Security
AP Supplier now queryable by Advanced Security
Fixed error when handling JC Employee due to changes in Greentree gender handling
Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)
Resolved memory leak in API infrastructure related to HTTP Headers
SBS-0082
2021.1
Added profitCentre modifier to JCJob endpoint
Primary key URL element no longer trims leading and trailing spaces
Added assignedTeam modifier to CRM SV Request
Added support for | separated list of Status in PO Purchase Orders
Fix bug in Supplier POST incorrectly setting IsUsingBuyerCreatedInvoice with IsPrintSupplierPartNum, plus conditional setting of withholding tax values
Add action to ARInvoice to set IsPrinted flag
Add ability to set Attachment as Primary
Add ability to set IsWebAccessible on Attachment
Publish UDF and Trees on CRM Quotes
HRPerson includes StandardDaysPerPay
FAMaster endpoint
Publish Name, and allow Name update on Customer Delivery Address
GL Line items on Sales Orders
NS Line items on Sales Orders
Validation of HTTP methods (GET, POST, DELETE) to return improved error on malformed requests
Handling of trailing / on URL lines
Added includesGLAccount modifier to GLBankIn, GLBankOut, GLDocument, APInvoice, APCreditNote to only return transactions that contain lines with the nominated GL Account
POST to JCEstimate
CRMQuote support for Summary Line Items
Added includeOpeningBalance modifier to GLAccount
Added ability to sort AR Invoice GET requests (prototype - will roll through all endpoints following evaluation)
Added postingDate filter to APInvoice, APCreditNote, ARInvoice, ARCreditNote, GLBankIn, GLBankOut and GLDocument
SBS-0084
2021.2
API support for JSON and Unicode chars < 255
SBS-0090
2021.2
Dont lose sub components on Packing Slips for Kit Set items
SBS-0089
2021.2
Sales Orders improved handling of Delivery Address
SBS-0088
2021.2
Support HR Leave Request Single Level approval
SBS-0087
2021.2
Added CRM Message (Notifications)
Added CRM Task (Followups)
APInvoice and POPurchaseOrder now use the users Approval collection for iteration when querying with canBeApprovedByUser for a speed increase
Fix bug calculating SO Backorder Quantity when order is not in Stocking Units
Added CRM Contract Cost (CRM SV Contract Costs)
Added AP, AR, FA, GL, IN, JC Module Controls primarily for access to Current Periods by module
FA Balance Adjustment GET
FA Depreciation GET
FA Disposal GET
FA Revaluation GET
FA Transfer GET
FA Write Off GET
Fix bug when updating existing Sales Orders not reducing header totals
Job Card fields available in JC Job
SBS-0086
2021.2
Added QuantityPicked and QuantityUnpicked to StockItem
SO Packing Slip - retain AddressNumber when updating a Packing Slip
PO Shipment accept Location on IN Line Items
Support includeCrossReferences to get Cross Reference information from Organisations and Contacts
CRM Asset Create and Update
FA Adjustment GET
FA Purchase GET
IN Advanced Pricing GET and POST
Analysis Code
Customer Code & Analysis Code
Customer Code & Stock Item
Price Level & Analysis Code
Price Level & Stock Item
SBS-0085
2021.3*
PO Shipment Additional Charges now calculated and applied
SCM Requistion POST and DELETE
IN Budget POST
CRM SV Contracts POST
CRM Leads GET and POST
IN StockItem POST to create a new Stock Item
CRM Contacts can be filtered by phone number
Tree now returns IsPostable
PO line item values are now autocalculated
Support for creating JC Jobs via Job Templates
PO Cancellation now supported
BOM Cancellation now supported
CRM Communication Priority GET
IN Serial Lot now correctly handles non-unique numbers
IN Stock Item now reflects price changes when searching for changed records
AP Invoice and AP Credit Note block creation against Inactive Suppliers
CRM Organisations can be filtered by Sales Person and/or Sales Manager
Sales Orders can now post through 0 value GL line items
CRM SV Assets can now be filtered by Service Request and/or Service Contract
INBinTransaction GET and POST added
SBS-0091
SBS-0092
SBS-0093
SBS-0094
Allowed TO line items on Sales Orders
Corrected transaction handling on Sales Orders
SBS-0079
Added modifiers for StockItem to reduce payload size
excludeUnitConversions
excludeSupplierDetails
excludeStockLocations
excludePriceBooks
SBS-078
Added GLBudget endpoint
SBS-0077
Added UTPaymentTerm endpoint
Calculate Payment Date for AP Credit Notes
SBS-0076
Added excludeCertifications modifier to HRPerson to streamline the output. Should have ideally been an includeCertifications, but have reversed its logic so we retain backwards compatibility.
Included Tax Configuration information in HRPerson for Australian Tax setup (others to follow)
SBS-0075
Added includeLocationSummaries modifier to INSerialLot
Added GLBankOut endpoint
Added INBudget endpoint (currently only GET access)
Validate and handle SerialLotLineItems on INTransactions
Include SerialLot details on Sales Orders an Packing Slips when using Lot tracking (vs just Serial Numbers)
SBS-0074
GLPeriodSummary endpoint secured
Added Date/Time to StickyNotes
SBS-0073
Publish CRMContact and CRMOrganisation from AR Customer when linked
GLAccount can now be queried by accountType
GLPeriodSummary endpoint
SBS-0072
AR Customer create Delivery Addresses correctly to support added schemas
SBS-0071
AP Credit Notes to create Unapplied Transactions
SBS-0070
HRTSTimesheet endpoint added Browser Timesheets
SCMRERequisition endpoint added SCM Requisitions (GET only)
SBS-0069
Support for a bunch of query parameters on CRM Communication
Support for including Linked Objects in GET calls - ?includeLinkedObjects=true
Ability to create and update Sticky Notes
Fix bug in PO Purchase Order POST which was ignoring the PaymentTerm
Support for organisation and customerPONumber query parameters on CRM Service Request
Support for parentOrganisation query parameter on CRM Organisation
Support for nameFilter query parameter on CRM Contact
Support for primaryOrganisation, primaryContact and nameFilter query parameters on CRM SV Location
Correctly resolve Currency attribute when POST to a Customer (note backwards support for CurrencyCode workaround still supported)
SBS-0068
Global Search support
SBS-0067
Manage Closed Jobs when posting transactions
Publish Period Summary with Supplier
Accept Transaction Trees on PO Receipts
SBS-0066
StockItem GetSellingPrice publish calculation tracing
SBS-0062
StockItem GetSellingPrice calculation respect Customer invoice discount
SBS-0061
Add query to CurrencyCode to get access to exchange rates
SBS-0060
Standardise validation for a user to have Company access via API
SBS-0059
GET for HR Balance Forecasts
SBS-0058
Update to allow AP Invoice to reference source PO
SBS-0057
Sales Orders respecting IN Location not being used
SBS-0055
Implement APCreditNote endpoint
Call A&A after update/create via API
SBS-0054
Security on Report access
SBS-0053
CRM Communication now supporting POST
SBS-0052
Fixed Asset data being published through PO was only showing the code not the sub code, and also resolving any POST attempt in the same way
SBS-0050
AR Customer update is incorrectly using a property called StopCredit rather than IsCreditAllowed which causes an update to a Customer to reset the flag on an existing Customer
SBS-0049
Added JCStatus, ProfitCentre and JCJobType API calls
SBS-0048
Link Service Person to Purchase Order
SBS-0047
Add access to Assigned Team on Customers
Allow querying of CRM SV Assets by class and type
SBS-0046
Ability to run a report and have it generate an attachment
SBS-0045
AP Credit Notes
PO Shipments
SBS-0043
JCDisbursements
SBS-0042
Update avoid 1090 on Locations in SO
SBS-0041
Publish Timesheets that have been linked to a Service Request
SBS-0040
Improved error handling
Approval query for Purchase Orders
SBS-0039
Update to protect against use of property named "type"
SBS-0038
Publish LastCost and StandardCost for StockLocations via the API
SBS-0037
HR Incidents
GL Transactions
Supplier update
GL Bank In
Clear Approvals
SBS-0036
Miscellaneous API Updates
SBS-0032
SO/PO Links published with PO Lines
Memory cleanup
Currency API
SBS-0031
Enhanced API Logging and tracing
SBS-0030
| Panelbox | ||||
|---|---|---|---|---|
| ||||
| ||||
| Panelbox | ||||
| ||||
|