The image is the standard ConNote release notes thumbnail, the LD logo in a white triangle on the upper left, a title "Release Notes" subtitled with "ConNote 5.72". The ConNote logo is positioned in the lower right.

Release Notes: ConNote 5.72

Paul Mulroney - Jun 30, 2023

=== Broker v2.77 ===
0011961: Email quotes/connotes to multiple recipients
Fixed an issue where routines in other libraries were called from the Customer Portal, then the routine would not execute correctly.

0011974: User Interface - Theme Manager - WIP
Added support for a Theme manager to the desktop software.  This is still work in progress, but currently allows the user to turn on the theme editor and use operating system specific fonts and themes for windows.

0012088: Error generating PDF
This is related to 11961 above, fixed problem with accessing report classes in private libraries.

0012093: Enable case sensitive matching for Broker -> oSQL -> List Intersect
Added a new feature that allows for case-insensitive matching for searches performed on the customer portal.

0012097: Create price list from spreadsheet
Fixed problem with core SQL table routines where if you had already assigned a record sequence number, then it wouldn't save the record.

=== ConNote v5.72 ===
0011936: If no permissions, then disable button rather than hide it
On the Customer Portal, if the user does not have "Quote Financials" permission, then the quoted price is not sent to the portal for the user to view.

0012035: Multiple suburbs linked to destinations
Fixed problem where Quotes were getting incorrect rates.

0012073: Pickup Status and Update Price List windows do not scale
Pickup status window is now full screen when opened, and Price List Updater will auto adjust its size to fit the window

0012097: Create price list from spreadsheet
Fixed validation problem on create price list from spreadsheet.  Now you cannot create a price list if there are issues with the imported data.

0012118: Rate Specific Charges (Consignment minimum & basic)
Optimised the migration routine so that it runs significantly faster on upgrade.  Fixed problem where additional charges were not being displayed if there was no PPI. Consignment totals report show ConMin if the rate is not null. Correctly set rate consignment minimum and basic charges when creating a new rate.

0012120: Null weight breakpoints
Added migration routine for null weight rates that runs automatically on upgrade.

0012127: Remove ability to book pickups for freezer/chiller freight
Added support to allow pickup and deliveries only for specific rate names.

0012131: EDI folder location can be changed when not in edit mode
Changed folder browse buttons in EDI settings to be disabled when not in edit mode

0012133: minor Quote and Pickup bugs for the Portal and desktop
Fixed problem when:

  • converting a quote to pickup. (portal) the 'Booked via' field on the desktop is not set to the portal.
  • creating a desktop pickup the 'Booked at' is disabled. It should be enabled.
  • converting a quote to pickup. (desktop and portal) the forklift required is not set.
  • converting a quote to pickup. (portal) If the first DG is N/A this is copied into the pickup.


0012134: Allow forklift without the delivery
Fixed problem where on the desktop you can have a forklift charge without the pickup or delivery charge.

0012135: PriceList2 - imported spreadsheet doesn't display PPI or GL codes correctly
Fixed problem where the Import Price List from Spreadsheet function did not link the PPI information to the rates correctly.

0012140: Quote rate incorrect
Fixed problem where the Customer Portal was not picking up the correct rate where there were multiple destinations for the same suburb. The wrong destination was being used.

(ld0012141) Consignments now include demurrage
Fixed problem where demurrage was not being included in quotations created on the Customer Portal.

=== ConNote v5.71 ===
0011487: Price List - From/To Depot
Added support for new Forklift Pickup/Delivery charges

0011864: Non-selectable drop freight details
On the Customer Portal, fixed problem where: Sender details dropdown not selectable. All entries greyed out except manual, Receiver details dropdown not selectable. All entries greyed out except manual.

0011961: Email quotes/connotes to multiple recipients
In the Customer Portal, added the new feature to be able to email the customer the Quotation/Consignment/Pickup to the customer.  Using the existing email template scheme in the LD Modular system, the system administrator can now select a template for each type of document, and when the user is emailed a copy of the quotation/consignment/pickup, the email body is built from the nominated template.

0011963: Price List printed layout
With the new version of the Price List system, there is a new format for the printed layout.

0012035: Multiple suburbs linked to destinations
Added new feature, where portal and desktop systems to allow for the two scenarios: one suburb can be linked to more than one destination, and one destination can be linked to more than one suburb.  This allows for a hierarchy of destinations against suburbs so that if specific clients have different rates based on suburbs, they can be accommodated.  The Set Destinations Against Suburbs window has been updated to allow this change.

0012040: Portal Stage 2
This is the major update release to the Customer Portal.  In this release are three changes:

  • Email quotes/connotes/POD's are able to be emailed to multiple recipients
  • Multiple suburbs are linked to destinations
  • Add message on quote screen that if customers rate card isnt used, add msg to advise a general rate has been used instead.


0012071: Price List 2 validation message, pickup and delivery charges
When using From/To destinations, the new price list window is used.  In this window there are a number of validation messages that are somewhat confusing.  These have been rewritten to make them clearer to the user as to what error/warning condition has occurred.

0012081: Customer charged has changed
Fixed problem where under certain conditions, the customer that was being charged changed from the consignment to the invoice.

0012083: Customer Portal - Drop Freight
Fixed problem on the Customer Portal where the "Drop Freight In" workflow was broken.

0012088: Error generating PDF
Fixed problem where you can't print from the portal when the libraries are marked as private.

0012092: Portal Ready At behaves differently to wPickup
The Customer Portal has new fields added for Pickup availability eg Ready At, etc.  These have been implemented in the ConNote desktop application.

0012095: Can check "Forklift Pickup/Delivery" checkboxed after manifesting
Fixed problem where you could edit the Forklift Pickup/Delivery checkboxes after manifesting - once a consignment has been manifested you can only change these fields using the "Edit Financials" function.

0012096: Dangerous Goods charge not being set
Fixed problem where if you create a consignment with no DG, then manifest it, then edit the consignment and add a DG code, the Dangerous Goods charge is not added to the consignment.

0012097: Create price list from spreadsheet
You can now create a price list from a spreadsheet. This is accessed from the Price List Menu > import from spreadsheet. When selected it will display an import window. When you click Add, and it asks you for the CSV file to import, look at the column headings to determine what is in the column. It will look for these headings:

  • From
  • To
  • Cons Min
  • Basic Fee
  • Rate Name
  • Cubic
  • GL Code
  • Any heading that contains $/kg, and then it will look for it in the format nnn-nnn as the from/to weight breakpoints.

The sheet will have some data validation:

  • Must have at the very least From, To, Rate Name and at least one weight rate
  • All entries with the same From must have the same weight breakpoints.
  • There cannot be duplicate entries with the same From/To/Rate Name


0012105: Optimise Price List window
Improved performance of wPriceList2. The window now loads faster.

0012114: Ready At Wrong Timezone
Fixed problem where if you enter a ready at date and time then save, and then go to dashboard and open the pickup from the existing pickups page, the scheduled date then shows the wrong time.

0012115: Fail to correctly convert Quote to Pickup
Fixed problem on the Customer Portal where it would fail to convert a Quote to a Pickup.  It now follows the same business rules as ConNote desktop.

0012118: Rate Specific Charges (Consignment minimum & basic)
The ConNote system as it currently stands supports price list specific and destination specific consignment minimum and basic charges. If specified, the destination charges take priority over the price list charges.  With this change, depot-specific charges are moved to rate-specific charges.  This allows for a much finer-grained control over pricing.

0012119: No Forklift Charges in Quotation Report
Added new Forklift Pickup/Delivery charges to the printed Quotation report.

0012129: Load Destinations from NT
Even though the ConNote system has postcodes for all of Australia, only one state is included in the search criteria on the Customer Portal.  Now added the ability to include multiple states in the search criteria.

=== CoreMnger 2.92 ===
0011961: Email quotes/connotes to multiple recipients
The Customer Portal uses the Report Scheduler to generate PDFs for quotations and pickups, since these are not time-critical to the workflow, they can be offloaded to secondary processes.  The Report Scheduler now has the ability to send an email based on a template.

0011974: User Interface - Theme Manager - WIP
Added support for a Theme manager to the desktop software

0012109: Implement SMS
The LD Modular system now has the capability to send SMS messages from within the desktop and customer portal systems.

0012110: Missing output folder
Added an additional check to $SendToPDF routine to confim that a supplied output folder exists. If not, then create it.