Release Notes for Insight 13.2.0

Updated

New Features & Enhancements

BOM Processing

  • The new system-action 'Update Product Line BOM AsOfDate Override' can be used to set an Order Line to use a specific engineering date to filter effective BOM items and components. The action is available in the Sales Order Line Inquiry form.
    567812

Catalog Setup

  • Added new functionality that allows defining a default Sales Channel on Customer or Buying Group level, which is displayed by default in the Sales Channel drop-down menu in the Sales Order entry form.
    567839
  • The IDM Catalog Monitor form and the master data setup validation functionality have been completely revised.
    567306
  • Added 'Sales Channel' field to the search criteria in the Catalog Versions and IDM Catalogs forms.
    567795

Integrations

  • The 'UNIQUE_ID' for Promob Builder order items within the XML import file is now imported as olnLineNoForeign.
    575670

Inventory

  • A new 'Location Count Mode' toggle in the browser-based Mobile Inventory Adjustment checkpoint frame now allows you to specify whether the user-entered quantity defines the +/- adjustment value or whether it is the current total quantity of that item at that location (counted).
    The default value for the toggle can be defined with a checkpoint XML setting, e.g. '<Tab IsLocQty="1"/>'.
     
    Image
    566703
  • Added two new net demand calculation methods:
    • All Demand + Forecast
    • Firmed Demand + Forecast
    566806

Purchasing

  • The Bill-to Address is now derived from the Manufacturer when the item is shipped to a Vendor Plant in a multi vendor procurement scenario.
    567857
  • Added the possibility to manually disable suggestions for a stock item until a certain date in the future. This feature can be used, for example, if the lead time for items has increased and you want to prevent the system from creating purchase stock suggestions to match safety stock levels, even if this is currently not possible due to the extended lead time.
    The new 'Stop Suggestions Until' field can be found in the Purchase Stock Control form.
    Image
    567490
  • Enhanced visibility into purchasing processes in multi-vendor procurement scenarios by adding a new column with checkboxes to indicate whether a purchase order line contains related components and a new "Related" tab in the purchase order form that displays a tree of related purchase order lines from the same BOM branch with information about the line, i.e., purchase order no, line no, due date, quantities, etc.
    Image
    567632
  • It is now possible to reference Item Vendor Attributes in Purchase Price Rules using the 'ITMV.AttributeName' syntax.
    In addition, new criteria properties for 'itmvPriceUnitQty' and 'UOMIDPriceUnit' have been created.
    566976
  • The 'Item Description' field has been added as search criteria to the following forms:
    • Purchase Orders
    • Purchase Order Inquiry
    • Purchase Order Line Inquiry
    • Purchase Receipt Inquiry
    567006
  • It is now possible to specify for vendors whether a separate Purchase Order should be created for each Sales Order or Project, e.g. for better traceability.
    The parameters can be set in the Vendors form and will be taken into account when creating purchase orders using the Purchase Demand form.
    Image
    567382
  • Added attribute value columns to the Found Items Grid of the Invoice Matching form.
    567402

Sales

  • Added 'Sales Channel' and 'Customer/Organization Group' fields to the search criteria in the Sales Orders and Sales Order Inquiry forms.
    567801
  • The new line type option 'Structure only' can be used to specify line types to be used only for structuring the order, similar to grouping lines, but without the inheritance of feature options (no influence on product configuration).
    567659
  • The new 'Reset Sales Order Line Configuration' system-action can be used to update/reset an Order Line to the latest mapped engineering model and BOM type.
    566398
  • Key order-related tables have been migrated to the Sales database schema, i.e. Sales.Orders and Sales.OrderLines.
    In addition, the status value (sttValue) is now stored directly in the corresponding table, eliminating additional joins with status tables and significantly improving the overall system performance.
    For changed tables with the new schema, backward compatible views with the old schema/table name are provided, e.g. dbo.Orders and dbo.OrderLines.
    566768

Services

  • When opening the Resources filter in the browser-based Service Order Scheduling form, the filter dialog is now pre-populated with the selection from the Resources grid.
    567416

Shop Floor

  • Added support for SHP barcode scans to the browser-based Rejecting checkpoint frame to get all shippable items in a shipment for reject selection.
    567459
  • Context parameters like cptID or conID can now be accessed and used in browser-based Checkpoint action prompt forms, e.g. for pre-filtering lookup combo box list values.
    567760
  • It is now possible to take and attach pictures in the browser-based shipment loading checkpoint frame, for example to document the proper loading of certain goods in case of damage claims.
    The attachments can be viewed using the desktop Shipments form.
     
    Image
     
    567756

System Setup

  • It is now possible to assign Output Documents of the following Origins to Features:
    • Shipments
    • Invoices
    • Purchase Orders
    567620
  • The new system-setting 'inSight.Global.MatchingCoreAddressUpdate' allows to define a default value for the 'Update Matching' checkbox in the Addresses form.
    The setting can also be found in System Configuration > System > General.
    Image
    567772

UI/UX

  • Added the 'Analysis' tab to the Invoice Inquiry and Work Order Inquiry forms.
    567609
  • Date fields in the browser-based client now support the use of date constants such as bot, eot, today, etc., including support for calculated dates, e.g. today+30.
    Supported date constants can be found in help file: User Interface > Common Edit Controls > Date Picker.
    567687
  • When using the 'Grid Filtering Popup Mode' in 'Excel' mode, it is now possible to filter for blanks in numeric fields.
    The setting can be found in System Configuration > System > User Interface.
    567649

Workflow

  • Added a new Item Status Workflow to track the life cycle of an Item.
    The Status can be used to monitor new items as they move through the system, or to identify when the master data setup is incomplete and send notifications to the appropriate team members  (Vendor Pricing, Cost Rollup, etc.).
    567223

Issues Resolved

BOM Processing

  • BOM Processor failed with a 'Violation of PRIMARY KEY constraint...' error when an Item Template used the ItemNextNumber criteria property for the Item Number and Item Description.
    572389
  • Z dimension for Top and Bottom Surface dimension sets were always populated with 0, even if values were defined on the template item.
    569827
  • If the @AsOfDate parameter was overridden, the common Criteria Property of the same name was not overridden, causing some parts of the BOM processing to not take this into account.
    569953

Catalog Setup

  • 'Deferred preparation could not be completed' error occurred when selecting a product in multi-edit mode on the Product Versions > Options tab.
    571905
  • After exporting grid data to Excel, a 'Cannot open file...' error message occurred when attempting to re-import the data into Insight.
    572126
  • After editing a Product Version Identity with identity method 'EAN' the length of the next entered identity value were incorrectly limited to 13 numeric digits.
    573397
  • In the Lookup Matrix Value Sets form, the 'Notes' value was not editable.
    576468
  • The pushover grid to exclude IDM catalogs incorrectly displayed catalogs which were not assigned to the selected Sales Channel.
    573611

Engineering Setup

  • The system-action 'Create CNC Output for SO Line Instance' were missing PartRuleMacro and MCFOverride parameters.
    571413
  • When  editing a BOM using the Edit Properties feature in the Order Line Instances form, a 'Cannot insert the value NULL into column 'oriReqQty'...' error occurred .
    571963
  • 'Test Configuration' button was not working for tab 'Properties > Item Description' tab in the Items form.
    576762
  • Copy Item did not copy Underproduction and Overproduction field values.
    570328

Integrations

  • 'Publish 2020 Construct CNC' action failed if no FXM files from Construct existed for the model.
    575967
  • When a Construct CAD Processing task failed, the related Builder List record remained in an incorrect state, causing subsequent lines to fail as well.
    581218
  • Possible errors could occur when running Construct Nucleus and Construct CAD processing in parallel on the same system.
    566076
  • When using the Cut Rite optimizer, the ptx translation was not handling multi-cycle patterns, and duplicating parts. Also when posting, the DLL was using the optimizer settings instead of the machine post settings.
    571053
  • Label output was not working in the Cut Rite Integration.
    570658
  • InResponse_NestLib DLL did not release the license key after completing an optimization, preventing other machines from acquiring it.
    567654

Machining

  • In Panel Optimization Console, if a part had a horizontal pocket, clicking on the funnel button to display interior machining resulted in a 'List Index out of bounds...' error.
    574856
  • Grain Match/Formation function used incorrect formation IDs when more than one Construct order line contained veneer blanks.
    577206
  • When processing DXF files in GenPost, horizontal pockets were converted twice (as contour and as pocket).
    574905
  • Rotate command did not work in Panel Optimization Console.
    575674
  • Pockets that are near the part edge and impact perimeter spacing were not considered when nesting.
    566078
  • Actual tool diameter was not used to determine spacing between Formation items when calling panel optimization algorithm. Instead 12.7mm was used for all cases.
    574858
  • When offsetting a geometry that is not a router toolpath, GenPost incorrectly filleted with an arc at acute angles.
    571101
  • The error '...is not a valid integer value' occurred, concerning Pockets located on the edge of a part, specifically when the option 'Prevent_Edge_Blowout' was enabled.
    568772
  • Scrap cuts caused an error in GenPost if material description (itmDescription) contained quotation marks.
    570441

Process Setup

  • When using Item Family as Secondary Filter criteria, no work orders were created, unless the criteria was also added to the Grouping criteria.
    570680

Purchasing

  • When using the 'Receive All' function in the Purchase Order Receipts form for more than one item in the Purchase Order and then entering a split quantity for the last selected line, only the last selected line was received and the other PO lines remained in the firmed status.
    568649
  • Attempting to run the 'Create Consignment Purchase Orders' system-action caused an error.
    581701

Sales

  • It was not possible to delete a Sales Order if it contained one or more Order Notes.
    578168

Scheduling

  • It was not possible to unassign Order Items from Static Containers.
    566121

Shop Floor

  • User-assigned function keys for Actions were not working in the browser-based Shop Floor Manual Containers frame.
    578139

System Admin

  • An Arithmetic overflow error could occur when running the 'System Check - Create Health Snapshot' action.
    573810

System Setup

  • An error occurred when trying to rename the Address Code if an Address Attribute value existed for that Address.
    571647
  • Lookup Tables > Order Roles did not work as expected.
    574866
  • An access violation error occurred when attempting to update multiple existing Reporting Service files in a Reporting Services action.
    577741
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