Release Notes for Insight 14.0.0

New Features & Enhancements

BOM Processing

• Added criteria properties for Item Commodity Group 1 and 2:

  • ItemCommodityGroupCode
  • ItemCommodityGroupCode2

  567600

Catalog Setup

• In the Sales- and Purchase Price Rules form, criteria properties can now be added to and removed from existing price rules. Checks ensure that no data conditions are violated.

  597565

Core

• Outgoing SMTP emails from Insight now use the modern MailKit library instead of System.Net.Mail

  581337
• The new multi-company feature provides organizations with a foundational framework to manage multiple companies within the system. This update creates the data infrastructure needed and allows for the creation of relationships associated with a company, enabling effective access control and management of operations.
  

  Note: A default company is automatically created during upgrade.
  

  
  

  The new organization-type 'Company' can be maintained using the new web-based form 'Companies' with the standard information for organizations, i.e. Identification, Communication, Addresses, Relationships, Notes, Attachments, Attributes etc.

  
  

  The following new data entities and relationships have been introduced to facilitate rights management and data separation per company:
  

  • Plants must be assigned to a single Company (many-to-one)
  • Plants are linked to User Groups (many-to-many) *
  • Sales Channels must be assigned to a single Company (one-to-many)
  • Sales Channels are linked to User Groups (many-to-many) *

  * manageable only via web-based 'User Groups' form.
  

  
  

  To implement data access control across the system, based on user group permissions for Sales Channels and Plants, we have introduced the concept of Row-Level Security (RLS).

  Row-Level Security is a database access control feature that restricts data access at the row level based on user permissions. This means that different users or user groups can see only the specific rows (records) of data they are authorized to access, depending on criteria such as assigned Sales Channels, Plants, or other organizational structures.

  Note: Row-Level Security is disabled by default.

  
  

  If you plan to use the new multi-company feature, please consult your Project Manager to receive guidance on the necessary steps for implementing the multi-company structure and enabling RLS to ensure proper configuration and data access control.

  669203
• It is now possible to add Find Related links to custom forms with XML customization.

  566192
• The 'Sales Order Validation Gen1' action-type is no longer supported and has been removed.

  673564

Engineering Setup

• Updated the ISO Code list and link in the Unit Of Measure form.

  567730
• NestLib, CutPro, and CutRite DLL's now support processing of new grain directions based on custom inputs.

  666344

Infrastructure

• Release Notes will no longer be included in the installation media. Instead, a file link to the web-based release notes will be provided.

  639919
• Insight requires SQL Server 2022 as the minimum version from this release onwards.

  594145
• The new User Interface Designer is a metadata-driven, low-code tool that allows for the design and customization of web forms. With the visual editor, system administrators can add, edit, delete, and move controls without overwriting the entire form, ensuring a flexible and efficient customization process for standard forms while preserving core definitions. The interface is interpreted at runtime to generate UI forms and components. Additionally, it supports full customization of logic flow with custom JavaScript code.

  662023
• When starting the Web Backend, it will now check for compatibility with the database version. By default, the system will error and shut down on a mismatch. This behavior can be optionally configured with a new setting in the appsettings.json configuration file.

  566928

Machining

• The system-action 'Create Panel Optimization Pattern Images' now shows item and remnant dimensions for output from saw batches.

  679491
• The Panel Optimization Console, introduced in Insight 12.0, provides significant advantages over legacy direct-processing actions. As a result, the following system-actions are now obsolete and have been removed:

  • Process Parts with CutPro Optimizer (sysID=564)
  • Process Parts with CutPro Optimizer (sysID=565)
  • Process Parts with EuroSoft BlueCell Optimizer (sysID=535)
  • Process Parts with EuroSoft BlueCell Optimizer (sysID=536)

  643596
• You can now copy an existing Tool Set in the Tool Sets form.

  673024
• In Panel Optimization Console, the Patterns view now supports specifying how many sheets to view at a time. Navigation arrows allow moving between the sheet groupings, and Cut and Paste operations can be performed on sheets in different groups.

  677552
• Any contour related geometry with TNO (or PRF) = '9999' is now ignored during the conversion process to .ABC

  683719
• MCF export now retains the MCFName in the GENMACH section, making it easier to identify imported files, i.e. during testing.

  682983

Purchasing

• The length of the dbo.CommodityCodes.ccDescription field has been increased from 50 to 250 characters.
  

  671094

Sales

• Order Line Instances web form now includes BOM editing capabilities and the Schedule Gantt chart.

  676654
• The native mobile app has been officially discontinued and will no longer be supported. All features from the app are now available in the web client, providing an improved experience. The following functionalities have been transitioned:

  • Business Intelligence
  • Service Management
  • Field Service
  • Field Sales (new in this release)

  677428
• Feature option constraint checks are now executed only after the Set Option formulas have been applied.
  

  677548
• A new customizable stored procedure, Sales.spUtlCustomLogicByOrdID, has been introduced to handle updates to order header information in the Sales Order form based on various conditions. This procedure takes the ordID as a parameter and is called after the first save of a new Sales Order. It allows for automatic updates, such as setting shipping modes or order attributes based on defined criteria. The procedure also refreshes the order header and contacts. The standard version is empty and can be tailored to specific needs.

  567351
• Unsupported system-actions 'Create Invoice for Sales Order' (sysID=26) and 'Create Invoices for Shipment' (sysID=27) have been removed.

  576991
• When a browser tab with an open Sales Order is closed, the Sales Order will now be automatically unlocked after a defined timeout period. The unlock timer is controlled by a system-setting: inSightWeb.Global.LockTokenRefreshIntervalSeconds.

  647762
• Insight now supports the export of invoices in the 'XRechnung' format (UBL syntax).
  

  The new system-action 'Export Invoice to XRechnung' (sysID=726) can be used to export an Invoice to the XRechnung format.

  677699
• The customer name is now displayed alongside the code in the Sales Orders web form.

  
  

  679847

Shop Floor

• It is now possible to scan individual ICNs or ORIs for a CON work order from within the Details page view.

  576498
• Multiple Move Orders for the same Warehouse Container can now be put in the same Move Order Batch.

  684369

System Admin

• SQL Server Agent Jobs are now created with the default SA account instead of the current user.

  662611
• The new 'Effective Permissions' tab in the Users web form allows System Administrators to view a user's effective permissions, based on their assigned user groups and associated rights.

  
  

  679275
• The new Menu Configuration form allows system administrators to manage the sidebar menu. It enables the creation and editing of menu items, including labels, icons, sequence, and the forms associated with each item.

  
  

  668362

System Setup

• You can now define the available communication types for each organization type. A pushover grid for maintaining these relationships has been added to the Organization Types form. As a result, any organization-related form, such as Customers, will only display communication types linked to the respective organization type.

  Note: The upgrade code adds communication types to organization types only when there is an active instance of such an assignment by any organization.

  567180

UI/UX

• The Attachments component in the web client now features a refresh button, allowing users to update the list of attachments without leaving the form.

  577235
• Column filters in desktop client grids were previously case-sensitive but could be made case-insensitive through the context menu. To improve usability and align with case-insensitive search criteria, this setting is now enabled by default for all grids.
  

  
  

  632709
• Copying Addresses is now supported in web organization forms.

  648754
• Clicking the Inresponse Action button now shows a standard toast notification, confirming the action was sent and providing feedback that the button was clicked.
  

  
  

  
  

  677425
• It is now possible to define a more descriptive action tooltip for end users, separate from the action name typically only understood by administrators.
  When a tooltip is defined for an action, it will be displayed as the tooltip for action buttons instead of the action name. Additionally, the tooltip text can be translated using the glossary or localized via form overrides.

  
  

  
  

  566664
• Multi-column sorting is now available for data grids in the web client.

  
  

  678116
• A search field has been added to the column chooser for Grid and Tree views in the web client.

  
  

  566760

Issues Resolved

BOM Processing

• Criteria property formula overrides for persisted item properties were not working properly, and grid edit did not always save changes.

  684842
• Order Line Instances form: Order line Allocations tab is hidden when in 'As Engineered' view.

  680802
• Construct 16 with DocManager 2 frequently failed at some customers with "EOleException: Error saving the document" errors.

  As part of the solution, the 'Delay at 2020 Construct Start (sec)' parameter on action 'Create Generic Construct IX Drawing Task' should be set to at least 60 seconds.

  664628

Business Intelligence

• Importing a chart and new procedure at the same time using SQL script failed with an error that the merge statement conflicted with a check constraint.

  679034
• Grid based charts on the web would run forever if the result set exceeded the value of setting InsightWeb.BusinessIntelligence.MaxResultSetSize.  Now it will return an appropriate error message.

  690139

Catalog Setup

• Lookup Matrix Value Sets enforced tower view with more than 10 criteria. That has been increased to 20, allowing swapping between tower and row view up to that amount.

  684625
• In Product Versions form, the Identity Method criteria dropdown did not list all applicable identity methods.

  683534

Core

• Toolbar buttons were not displayed on the web client on iOS devices.

  686531
• Saving changes to an organization address clears data from the Communications tab.

  682292
• Sales Channels for Product Identities were not imported from Excel file in Catalog Version Import.

  684766
• Some generic action trees with an action icon on a form showed duplicate icons after upgrading.

  685119

Engineering Setup

• Changing material data and attributes at the same time when editing an item lost the material data change on save.

  691801

Infrastructure

• A Data source description error occurred opening Sales Channels form after upgrading from an older Insight version.

  682190
• The email monitor in inResponse could sometimes cause the entire process to hang when running for several days.

  688591

Inventory

• In some scenarios using Reorder Point lot sizing method, changing the quantity of a Purchase Stock Control suggestion also changed the Due Date.

  678068
• The 'Mobile Remnant Confirmation' shop floor frame now supports logic to credit received remnants against the material quantity issued to the production order.

  Parameter CreatePOCreditTransactions="1" is now enabled by default for new instances of this frame.

  See the Resolution tab for more details.

  680022

Machining

• When parts are rotated and mirrored via OrientationRules, the horizontal angle can be miscalculated

  689184
• Trying to add a condition to a new Machining Rule on an item family got an error, Field 'itmfCode' not found

  691249

Not classified

• Some large CutRite batches could fail with an error that the file is being used by another process.

  677300

Purchasing

• If multiple purchase orders were in the same xml, import would only import one.

  682661

Sales

• When editing sales order lines imported from 2020 Design, independent sub products were removed.

  680157
• Option codes were truncated after 25 characters in sales orders feature options.  This could cause lookup matrices based on longer option codes to not evaluate properly.

  687223
• Imported sales orders that did not supply an exchange could get the wrong rate from Insight.

  690441
• When importing from Excel, Sales Order Import RequestDate and Organization Import Effective and Inactive Dates did not handle missing data.  Values are now set automatically if not specified.

  690042
• After changing a customer in an existing sales order, even after saving the change the addresses from the previous customer were still available in the address dropdowns.

  Now they will still be there immediately after the change due to order caching, but will be removed after Apply.

  690248
• In some pricing scenarios involving commissions and an empty price list a 'Currency -1 does not exist' error could occur in order pricing.

  685623
• Attempting to view any record in Project Inquiry caused a 'Deferred prepare could not be completed' error.

  678305
• In Sales Order Price Rules, when criteria property Use Description was set to Description or Both, the matrix in Sales Price Rule Value Sets did not display the Description column heading properly.

  682130
• Some sales order reset price rules were not handled correctly in invoice validation and pricing.

  681049
• Sales Order Validation sometimes failed with error 'Cannot perform this operation on a closed dataset.'

  686490

Shop Floor

• Inventory Move Orders frame could not process move orders from InTransit to Complete status.

  687050
• In Item Picking, choosing the wrong WHC after a previous partial picking session would fail silently on Complete.  Now an error message clearly shows that the wrong container is loaded.

  681980
• Rejecting a remnant at Receive Remnant checkpoint will now move the lot to the Cancelled milestone.

  679937
• Process Inventory Move Orders web frame did not display an error message when the move order failed due to an invalid status.

  688828
• Item Picking frames were not respecting the ComponentIpcCodeFilter setting when in component mode 1.

  682224

System Admin

• spDBA_utlCleanupTransactionalData failed with an error on Sales.XrechnungBuyerReferences in some databases.

  690692