Release History 2007 — Part 4

• Quote Module::qtvariantdealer_discounts: add client ID
  ACTION: DB Changes
  ACTION: Rebuild Global Pagesets
  Live 16/03/2007, Test 08/03/2007 (READY)

• Quote Module::Variant Discounts: add state code
  ACTION: DB Changes
  ACTION: Rebuild Global Pagesets
  Live 16/03/2007, Test 07/03/2007 (READY)

• Quote Module::Variant Dealer Discounts: add supplier ID
  ACTION: DB Changes (READY)
  Live 16/03/2007, Test 06/03/2007

• Column sorting for Quotes->Search screen
  ACTION: Rebuild Global Pagesets
  Live 16/03/2007, Test 09/03/2007 (READY)

• Catch-e::Key Performance Indicators::Create User WorkGroups
  includes renaming of 'roleidmanage' to 'roleidkpis' etc
  ACTION: DB Changes
  ACTION: Rebuild Global Pagesets
  Live 16/03/2007, Test 14/03/2007 (READY)

• Ticket #289::KPI's:Due Off Hyperlink uses blank end date
  Live 16/03/2007, Test 28/02/2007 (READY)

• Catch-e::Key Performance Indicators::New KPI's: Quotes Accepted, Contracts started
  ACTION: DB Changes
  Live 16/03/2007, Test 28/02/2007 (READY)

• Unscheduled fix::Move mailqueue scripts into /core/system/mailqueue/ folder
  ACTION: Rebuild Global Pagesets
  Live 14/03/2007 (READY)

• Ticket #301::Quotes->Options not sized correctly if > 1024x768
  Live 15/03/2007 (READY)

• Unscheduled fix::Calls to ->read( were not setting up parameter correctly e.g. $client_event = array
  Live 11/03/2007

• Removed unecessary require_once on line 184
  Test 10/03/2007

• Ticket #300::Quote created with no budgets
  Live 08/03/2007, Test 08/03/2007

• Update Quote PDF::Add HR sign off row, remove supporting docs
  Live 08/03/2007, Test 08/03/2007

• Email Text - novated reports::Email message text - 2
  Live 08/03/2006

• Unscheduled fix::Calls to ->read( were not setting up parameter correctly e.g. $clientevent = arrayUnscheduled fix::Added to line 637 - $fmclienteventcode['clienteventcode'] == 'VISIT'
  Live 08/03/2007

• Ticket #298::Drivers can be created with no Client Code
  Live 08/03/2007, Test 07/03/2007

• Ticket #294::External Users: Contract ID displayed
  Live, Test 07/03/2007

• Ticket #295::External Fleet Managers create driver: name access
  Live, Test 07/03/2007

• Unscheduled fixes::Sale Management::Phase 1: Search and Detail Screen
  Live 07/03/2007

• Catch-e::Budget and KM Variance report::Exclude class code CSD from other Budget
  Live 06/03/2007,Test 27/02/2007

• Catch-e::User Interface enhancements::Clickable column headings for sorting new style
  Live 06/03/2007

• Ticket #291::Changing Contract Type in Quotes keeps Fuel Fee
  Live 06/03/2007, Test 02/03/2007

• Catch-e::Fleet Standard reports: Service OverDue, Fuel::Fuel Performance Report: Add to Maintenance screen
  Live 05/03/2007

• Ticket #292::Fuel Performance report missing transactions
  Live 05/03/2007

• Import supplier data::Add field 'mobile' to fm_suppliers
  ACTION: DB Changes
  Live 02/03/2007

• Ticket #290::Posting initial invoices very slow at
  ACTION: DB Changes
  Live 02/03/2007

• Ticket #288::qtvariantprofiles not displayed if an id missing
  Live 01/03/2007

• Quotations Module - Driver Name: make hyperlink to Driver Events
  ACTION: Rebuild Global Pagesets
  Live 01/03/2007

• Unscheduled fix::Divide by zero error line 222
  Live 01/03/2007

April 2007

• Catch-e::Key Performance Indicators::Remove KPI screen from system/change password
  Live 28/02/2007

• Catch-e::Macquarie Lease Interface::XML File: Advance = 'A', Arrears = 'R'
  Live 28/02/2007

• Quotations Module - Search on Driver Name, not via driver ID added
  ACTION: DB Changes
  Live 28/02/2007

• Ticket #287::Settle Button creates incorrect billing period
  Live 27/02/2007

• Catch-e::Quote Module - Debugging::If Lease rate locked make write-off field display only
  Live 27/02/2007

• Catch-e::Macquarie Lease Interface::Add applicant details fields
  ACTION: DB Changes
  Live 27/02/2007

• Catch-e::Key Performance Indicators::Contracts Due Off KPI: Exclude On Order
  Live 27/02/2007

• Ticket #286::Cannot Create Quote without REG/CTP amounts
  Live 27/02/2007

• Catch-e::Sale Management::Sale Management::Search Screen Default: Date Range
  Live 26/02/2007

• Catch-e::Sale Management::Sale Management::Add Financier Hyperlink and Ref fields to Detail screen
  Live 26/02/2007

• Amend Email address details::Remove BCC from novated driver login notification email
  Live 26/02/2007

• Catch-e::Sale Management::Phase 1:Add Sale Status description to fm/contracts/terminate screen
  Catch-e::Sale Management::Phase 1:Termination Notes: link to fmcontracts.dueoff_notes
  ACTION: DB Changes
  Live 26/02/2007

• Email Text - novated reports::Email Text - novated reports 2007
  Live 26/02/2007

• Ticket #285::Driver Reports Total Budget incorrect
  Live 26/02/2007

• Email Text - novated reports::Email message text - revert to old
  Live 26/02/2006

• Catch-e::Roles Management::Add 'View Edit History' to User and Roles screens
  Live 23/02/2007

• Catch-e::Key Performance Indicators::KPI's: Create basic KPI's
  Live 22/02/2007

• Ticket #284::Remove table level lock when creating new Clients
  Live 22/02/2007

• Catch-e::Quick Wins::Client Events - Update Last Visit and Next Visit updated
  Ticket #282::Client events infinite loop MT blank out date then
  ACTION: DB Changes
  Live 22/02/2007 - update again 26/02/2006

• Unscheduled fix:: text "," found in trigger error should be | line 115
  Live 22/02/2007

• Quotations Module - Quote Template: Operating Reg Open
  Live 22/02/2007

• Novated Driver Report: RVEH actual costs::Novated Driver Report: RVEH actual costs
  Live 22/02/2007

• Catch-e::Quick Wins::Novated Driver Reports: Exclude pending budgets
  Live 22/02/2007

• Catch-e::Macquarie Lease Interface::Create automated Catch-e xml output file for MacLease
  Live 22/02/2007

• Quote Module::XML and CSV outputs: increase optional equipment
  Test 19/02/2007 (already in Live but needs re-deploying)
  Live 22/02/2007

• Catch-e::Sale Management::Phase 1: Search and Detail Screen
  ACTION: DB Changes
  ACTION: Rebuild Global Pagesets
  Live 22/02/2007

• Budget and KM Variance report::Budget and KM Variance report
  Live 22/02/2007

• Quote Module::Field formatting on Finance screen
  Live 22/02/2007

• Ticket #283::Commission fee entering dollar value re-calcs
  Live 19/02/2007

• Catch-e::New XML Dealer Order template for Demo
  Update to XML Dealer Quote Request
  Live 19/02/2007

• Quote Module - Global control: Novated Commission
  ACTION: DB Changes
  ACTION: Rebuild Global Pagesets
  Live 18/02/2007

• Quote Module - New gbcontrol: otherbrokerage
  ACTION: DB Changes
  Live 18/02/2007

• Quote Module::Add fields to Settlement CSV
  Live 18/02/2007

• Novated Operating quote PDF::Quote Novated Operating Lease PDF template
  Live 15/02/2007

• Catch-e::Quick Wins::Speed up decay of drop down menus
  Live 15/02/2007

• Ticket #281: Email A/C Manager when a quote is changed to Open
  Live 13/02/2007

• Unscheduled fix::Correct navigation bread crumb on System / Mail Queue screen
  Live 12/02/2007

• Quotations Module - Add State code to Request to Dealer PDF form
  Live 12/02/2007

• Catch-e::Quote Module - Debugging::Accepted count: reset to zero when quote copied
  Live 12/02/2007

• Quote Module - Debugging::Novated PDF: New Salary Packaging Page

• DB CHANGES **
  Live 09/02/2007

• Quote Module - Quote Finance Screen: amend Establishment fee label
  Live 09/02/2007

-

• Quote Module - Interest Rate Lookup:use most recent rate
  Live 09/02/2007

• Quote Module - Operating leases: lock residual value

• DB CHANGES **
  Live 09/02/2007

-

• Quote Module - Redundancy Insurance: Per $1,000

• DB DATA UPDATES **
  Live 09/02/2007

• Ticket #279::Accepting a quote with no Tyre profile just hangs
  Live 09/02/2007

• Modify email CC address::Modify the CC and BCC
  Live 09/02/2007

• Update Contact details::Update name: Australia Pty Ltd
  Live 09/02/2007

• Catch-e::Online help move to Mediawiki::Wiki: simple content viewing mode
  Live 05/02/2007

• Ticket #278::qtquotebudgets corrupted with postingclassid=0
  Live 01/02/2007

• Channels: Subaru Finance::Load Subaru logo
  Live 01/02/2007

January 2007

• Quote Module - Global control:default Fuel Fee
  Live 30/01/2007

• Quote Module - Client Name: make editable

• DB CHANGES **
  Live 30/01/2007

• Quote Module - Total Brokerage exclude establishment_fee based on flag
  Live 30/01/2007

• Order Management::Default the order status id to match code 'NEW'
  Live 30/01/2007

• Quotations Module - XML output: Vehicle Purchase Order
  Order Screen - generate order form and VLA::Dealer Order CSV: additional fields
  Live 30/01/2007

• Quote Module - Accepted Quotes: Lock Lease Rate
  Quote Module - Accept and Settle: update Finance inital and reg payments
  Live 30/01/2007

• Order Management::Order Status business rules upgrade updated
  db changes
  Live 26/01/2007, 29/01/2007

• Ticket #109::Billing Screen - cannot set remaining periods to 0
  Live 25/01/2007

• Calculator and interface::Add query string parameter to disable ecm checkbox
  Live 22/01/2007

• Quote Module - Quotes: View Edit History, include all qt_quotes
  Live 21/01/2007

• Ticket #277::Report section break problem using final filters
  Live 19/01/2007

• Quote Module - Debugging::Tyre Profile disappears if qtvariantprofile date changed
  Live 19/01/2007

• Quote Module - User Role: give access to options screen
  Live 19/01/2007

• Quote Module - Quote Status: Dealer
  Live 19/01/2007

• Quote Module - Debugging::Tab Sequence fix: Quote/Contract Screen new quotes added
  Live 18/01/2007

• Quote Module - Client SGB2N: Set MCLB to $1.00
  Live 18/01/2007

• Quote Module - Debugging::Quote Contract: Date validation
  Live 17/01/2007

• Quote Module - Internal Comments: Display on Grey Bar
  Live 17/01/2007

• Quote Module - Debugging::Quote Search Screen: Date fields
  Live 17/01/2007

• Quotations Module - Quote Vehicle screen: Add Body Type Filter
  Ticket #271::Quotes: Over ride LCT should recalc FBT value
  Quote Module - Default to Requested Status for all new quotes
  Live 17/01/2007

• Card Services new Interface::Convert CALNP to CALNS interface
  Live 16/01/2007

• Fleet Standard reports: Service OverDue, Fuel::Create Service Over Due Report
  Fleet Standard reports: Service OverDue, Fuel::Create Fuel Performance Report
  Live 16/01/2007, updated 18/01/2007, updated 25/01/2007

• Ticket #272::Order Management failing in Live
  Live 16/01/2007

• Quote Module - Insurer name and FBT value on novated PDF quotes
  Quote Module - Client SGB2: Show REVS fee on PDF
  Quote Module - Novated PDFs: Remove Interest Rate and On Road Price
  Live 15/01/2007

• Ticket #267::Due Off Management: Client name missing from CSV
  Ticket #268::Due Off Management: Back button not working
  Live 15/01/2007

• Ticket #266::Due Off Management: Order hyperlink incorrect
  Live 15/01/2007

• Ticket #269::Novated Driver reports: amdend 'Days this year..'
  Live 13/01/2007

• New year date updates::Catch-e backoffice
  Live 05/01/2007

• NOTE: these files go to the non-secure site

• New year date updates::Catch-e website copywrite message
  Live 05/01/2007

• System Implementation: : Motorpass Interface - do not calculate GST
  Live 05/01/2007

• System Implementation: Quote PDF: Add ECM Heading
  Live 05/01/2007

• Quick Wins::External users: do not edit driver names
  Live 05/01/2007

• Email errors to support2@catch-e.com.au as well
  Live 05/01/2007, removed 15/01/2007

• Ticket #263::Driver create audit records not appearing
  Live 05/01/2007

• Quote Module - PDF quotes: Add Employee Acknowledgement
  Live 05/01/2007

• Quote Module - Amend PDF Text: Redundancy Insurance Premium
  Live 05/01/2007

• Quote Module - Debugging::Quote Bug: changing state code affects Fuel profile
  Live 04/01/2007

• Quote Module - Debugging::Dealer quote request CSV: missing driver name
  Live 04/01/2007

• Packaging Roles::16. New Role: Package Advisor: Link this on the Contact screen using a drop down list of users. Send a BCC to the Advisor when an employee is granted login access.
  Live 04/01/2007

• Ticket #259::Due Off Management js error last page
  Ticket #260::Due Off Man. js error repeatedly sorting by Client
  Live 04/01/2007

• Quotations Module - Update Quote Operating Lease Standard PDF
  Live 03/01/2007

• Unscheduled fix::Fix 'Invalid argument supplied for foreach' line 1600
  Live 03/01/2007

• Quotations Module - Care special rules for 'Own Insurance'
  Live 03/01/2007

• Ticket #262::Events report excluding suspended contracts
  Live 03/01/2007

• Unscheduled fix::Clickable column headings give js error when there are no records to display
  Live 02/01/2007

• Updates to billing templates::Remove temporary text to email subject line
  Live 01/01/2007

• Quote Module - Quote status flag - add a new type 'Recurring'
  Live 01/01/2007
  db change only