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The 2023.1 release adds...

New features

Attach files by dragging and dropping them

You can now drag and drop files, including Outlook messages and attachments, to attach them to masterfiles and transaction records. Make sure you drop the file directly on the Attach Document icon ().

You can only attach a file if the program you're dragging it from (e.g. Outlook or Windows Explorer) has either the same administrator rights as Greentree or more comprehensive administrator rights.

 

Performance improvements

Faster bill of materials copying and deleting

It now takes less time to copy or delete a bill of materials. This is especially useful for companies with factories that use the same components to make multiple different products.

Security updates

Updated security confirmation window

Related to GT-1505

This release updates the Security Confirmation window, which opens when establishing OAuth2 credentials for sending and retrieving emails.

The window now uses a WebView2 browser control, just like when Greentree displays maps, licence information, STP information and eDocs PDFs.

The following note is a bit confusing. It seems like maybe it should be more visible? Or is it just a reminder? Should we link off somewhere for more information? Maybe previous release notes?

This release depends on several libraries that were introduced in Greentree 2022.1 along with the requirement for Microsoft Edge WebView Runtime to be installed on client machines. It also releases new versions of GreentreeMail.dll 2.1, GreentreeMailCore.dll 2.1 and Microsoft.Identity.Client.dll 4.48.1. 

 

Resolved issues

Greentree Desktop
Issue IDsDescription
00012275If a user-defined field was set on a WebView form or page, then ** not initialised is displayed in the field when it should be empty. This has been resolved.
00011348, 00011831, 00011709, 00011804,  00010510, 00010770

You couldn't attach a file to a form by dragging and dropping it onto the attachment icon (). This feature has been added. For more information, see Attach files by dragging and dropping them.

00010367The Recalculate JC Summary Totals system script was incorrectly converting foreign currencies to local currency if the conversion was set to divide, not multiply. This has been resolved.
00012303

On the Inbound Filing form, emails retrieved from Exchange didn't include an email address in the To field. This has been resolved. This resolution has been deployed as a new version of GreentreeMailCore.dll 2.1.0.0.

00011755, 00012408When assigning new active user to a CRM contact or relationship, if the previous user was inactive, an error would occur: "The Assigned User Field has been cleared because the user is inactive." Clicking OK in the error message wouldn't close the message window. This has been resolved.
00011569On the AR Apply Unapplied Transactions and AP Apply Unapplied Transactions forms, selecting a transaction in both the Debit transactions and Credit transactions tables made the Match button unavailable. This has been resolved.
00011135When creating a receipt for a shipment with more than one serial/lot line, Greentree required you to enter serial/lot numbers for all the lines, even if you only selected one line. This has been resolved.
00012368, 00012390Administrators weren't able to change the profit centre group for an employee. This has been resolved.
00012320, 00012394

If an item's batch size wasn't defined as a whole number in its bill of materials, factory orders for that item were being incorrectly rounded up to the nearest whole number. This has been resolved.

00012325When copying the contents of a table by clicking Send table contents to clipboard, then the formatting of the contents could be incorrect when you pasted it into other software, like Microsoft Word. This has been resolved.
00012121, 00012357When running either standard or site specific system scripts, an error could occur: "An error has occurred (4013) Result of expression overflows Integer precision." This has been resolved.
00012452, 00012176 Combined GT-1428 and GT-1591 as they seemed to be the same issueFor consolidation companies, an issue prevented users from accessing the WebView Designer and Reports and Documents modules. This has been resolved.
00012419When trying to view HR details for pay groups, person positions or injured persons, an error could occur: "An error has occurred (4) Object not found." This has been resolved. The Validate trees HR system script now includes trees on pay groups, person positions and injured persons.
00012382

On the HR Employee Maintenance, Pay Entry and Terminate Employee forms, clicking the Leave Balances icon () could cause an error: "Could not calculate Standard Pay: Update outside transaction". This has been resolved.

00012208If a user has been selected in the Link to User field on the Security tab of the HR Employee Maintenance form, using the gtHREmployee FREE function would delete the selected user from the field. This has been resolved.
00011978

When importing a pay into an existing batch that has had a payment created for at least one employees, an error could occur: "AN error has occurred (1086) Class of object is invalid in this context." This has been resolved.

00011946Cancelling a refund could cause an error: "An error has occurred (1086) Class of object is invalid in this context." This prevented you from printing the Job Transactions Report. This has been resolved.
00011239, 00012395On the Processing System Status and Setup form, the Task Manager System housekeeper wasn't running, which meant you had to manually manage the email and printing queue. This has been resolved. Not sure if I've described this correctly
00011152When running a custom script, a 1272 error could occur: "An attempt was made to performan operation eg. beginTransaction etc that is prohibited in this context." The underlying exception for this error wasn't being reported. This has been resolved.
eDocs
Issue IDsDescription
00006365Need help understanding GT-798
00011623, 00011824, 00007970, 00012046, 00012292,  00012182When using a script to scrape data from documents, a 1035 error could occur if certain data had too many characters. This prevented the rest of the documents from being scraped. This has been resolved. Now, if the error occurs, the rest of the documents continue to get scraped, and the error message is more helpful – for example, "100000:Reference too long for SO Sales Order (102)". Not sure if I've described this correctly.
00012269When logging in on the Email Credential Maintenance form, the Security Confirmation window was incorrectly opening in Microsoft Internet Explorer, instead of the user's default browser. This has been resolved. For more information, see Security updates.
eRequsitions
Issue IDsDescription
00002693, 00011603

Two issues affected requisitions for foreign suppliers:

  • The currency rate defaulted to a fixed rate instead of the supplier's rate.
  • The sell rate for any job costing line items was incorrect.

These have been resolved.

00011675When opening an eRequisition, the Location field changes to the first location in the list. This has been resolved.
eReporting
Issue IDsDescription
00012338

When emailing an invoice, Greentree wouldn't create a PDF there were a large number of AR invoices for a customer. This has been resolved

 

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