The Asset Guardian (TAG)

TAG | Release Notes

We are actively improving TAG. Find here everything related to our newest changes.

TAG v10.3.0.0 Release Notes

Release Notes Creation Date: December 17th 2024
Official Release Date: January 22nd 2025

No added new functionalities

Bug Fixes:

  • Action button "Add New WO Line Requirement" in the TAG Consume Related Requirements is now still available if there is a job assigned on the Work Order.
  • Fixing issue of the blank TAG Task Whiteboard Type Selection page when using the TAG Task Whiteboard.

TAG v10.2.0.0 Release Notes

Release Notes Creation Date: December 4th 2024
Official Release Date: December 18th 2024

New Features:

  • Adding the Order Type filter on the TAG Finished Order Summary Report.
  • In the Fixed Asset Card, adding TAG Asset Count and TAG WO Count for a better view of activity on a fixed asset.
  • Adding new actions possible from TAG Inventory Ledger Entries. You can now create an Item-Asset relationship and update the Expected Quantity of an item on an asset.

Bug Fixes:

  • Fixing the MRP Calculate Plan report that was in some cases generating multiple lines that should be only a single line.
  • In a Work Order that contains usage, if assigning an Asset on the Work Order, prompt will propose the user to update the Work Order Lines and Usage. If the user choose Yes, it's updating the location. But Bin Code was not updated. Causing an error when trying to post the Work Order. Bin Code is now blanked in that process.
  • Fixing the Quantity Transferred and Quantity To Transfer in TAG Sales Billing Requisition when completing a Work Order.

TAG v10.1.0.0 Release Notes

Release Notes Creation Date: November 7th 2024
Official Release Date: November 20th 2024

Bug Fixes:

  • Technician Code Line requirement setting from TAG Controls now offers a new option (Only if time exists on line).
  • Adding missing validations when creating or editing a Request.
  • Releasing a Planned Work Order with usage is now updating related Purchase Order Lines.
  • Technician Code from TAG Portal is now showing in TAG Inventory Ledger Entries.
  • Inventory Posting Group size limit is now 20 characters, aligned with Business Central.
  • Technician Code will now be applied when using the Create Work Order Wizard.

TAG v10.0.0.0 Release Notes

Release Notes Creation Date: September 17th 2024
Official Release Date: October 23th 2024

New Features:

  • In the Asset Card's Reference tab, a new Attachment line is showing the number of attachments related to this Asset.
  • On the Planned Work Order List and Finished Work Order List, in the Details section a line is showing the number of attachments related to this Work Order.

Bug Fixes:

  • Finished Work Order report is now showing full description, even for long descriptions.
  • Changing a Released Work Order's status to Completed will now move the work order to the Finished Work Order list.
  • Changing the WP lookup subpage type from card to list.
  • Technician code now shows on the Inventory Ledger Entries.
  • In TAG Controls, the Use RWO Service Meter value "Post" will no longer generate an error.
  • Filter on TAG Planned Work Order List will now work even after releasing multiple Work Order.

TAG Portal / TAG Mobile Work Items:

  • Changing a Released Work Order's status to Completed will now move the work order to the Finished Work Order list.
  • Sending approval requests for Purchase Order will now work as expected.

TAG v9.5.0.0 Release Notes

Release Notes Creation Date: September 5th 2024
Official Release Date: September 25th 2024

New Features:

  • Preventative Maitenance Log
  • Print WO attachments client-side

Bug Fixes:

  • Clicking on the "Learn more" hyperlink in Business Central on any TAG Extension Help page will now redirect to the actual website.
  • Transfer TAG attachments action unavailable in certain environments
  • Request attachment fails to refresh for new records

TAG Portal / TAG Mobile Work Items:

  • Notes in Toggle Extended are not saved

TAG v9.4.0.0 Release Notes

Release Notes Creation Date: August 7, 2024
Official Release Date: August 21, 2024

Added features and changed behavior

  • Enhanced Feedback Editing
  • Line Description added to various pages
  • Work Order Status Change Log page
  • Print WO Attachments client-side

Bug Fixes

  • Various bugs related to viewing TAG Expenses in Document form

TAG Portal/ TAG Mobile Work Items

  • Issue in management Portal Reviewing a RWO to finished
  • CU call GetDocumentCount to help with widget creation
  • PM evaluate does not respect likely Due date

TAG v9.3.0.0 Release Notes

Release Notes Creation Date: July 3rd, 2024
Official Release Date: July 24th, 2024

Added features and changed behavior

-Add Order Type to Create Work Order Guided Form

  • PM evaluation through-date available on PM card

Bug Fixes

  • Use new No. Series Management CU
  • Lengthen serial No. for BC20 and higher
  • Security incorrectly applied to Autoplan PM process

TAG Portal/ TAG Mobile Work Items

  • Can now filter of Purchase Order and lines by dimensions (configurable by mobile profile & TAG User Setup)
  • Safety contact information on contacts

TAG v9.2.0.0 Release Notes

Release Notes Creation Date: June 5th, 2024
Official Release Date: June 19th, 2024

Added features and changed behavior

  • add blank type status code
  • Workflow event Equipment Status modify
  • TAG delivery Note report
  • Planning flexibility on PO from work order
  • Expanding on Test Result Validation
  • OSP description 2

Bug Fixes

  • duplicate consumption WOs on item posting error

TAG Portal/ TAG Mobile Work Items

  • equipment -> asset re-captioning error
  • Equip Labels Textfields lookups not working

TAG v9.1.0.0 Release Notes

Release Notes Creation Date: May 8th, 2024
Official Release Date: May 22nd, 2024

Added features and changed behavior

  • TAG Expense Journal
  • Transfer Equipment Approval Workflow

Bug Fixes

various stability and bugfixes

TAG Portal/ TAG Mobile Work Items

  • Resolve issue where authentication would fail when view unassigned facility/enterprise/region was true
  • Resolve issue related to returning a users Portal personalization sometimes not found
  • Resolve issue related Access Level Personnel Group not working due to caption changes

TAG v9.0.0.0 Release Notes

Release Notes Creation Date: April 3rd, 2024
Official Release Date: April 24th, 2024

Added features and changed behavior

  • Renaming convention

    • 'Consumable' to 'Expense'
    • 'DMP' to 'PM' (Preventative Maintenance)
    • 'Personnel' to 'TAG Resources'
    • 'Equipment' to 'Assets'
  • Asset Status Tracker feature

  • Asset Parts Sorting

  • Transfer TAG Attachments to BC solution

  • Swap Asset - transfer related BC Asset

Bug Fixes

  • Posting Code bug
  • TAG user having issue when I want insert tag mobile

TAG v8.2.0.0 Release Notes

Added features and changed behavior

  • Extend feedback field to 2048 characters

Bug Fixes

  • Non-inventory item only post when "Item post" is enabled
  • Print attachments with WO Packet functionality converted to work with new API 8.0+
  • Changed made to bring TAG compatible with upcoming BC24 version

TAG Portal/ TAG Mobile Work Items

  • O365 login with a Technician Portal user which do not have a Technician code assigned to it. user do not get an error message on login.
  • Create WO form: Area is added to payload unexpectedly

TAG v8.1.0.0 Release Notes

Added features and changed behavior

  • Filter Journal Lines by Document Number when using Autopost functionality as to ignore other records on the batch

  • Added ability to customize the caption of the Area field

  • Print attachments with WO Packet functionality extended to other lesser used Work Order Packet reports.

Bug Fixes

  • Use "Item Jnl.-Post Batch" codeunit when posting Item Journal lines to trigger the automatic item adjustment routine

TAG Portal/ TAG Mobile Work Items

  • Bugfix causing 'Facility not found' when creating a PO

  • Bugfix causing sales worksheet to not contain generated entries when Pending Approval is enabled

TAG v8.0.1.0 Release Notes

Added features and changed behavior

• Rename Equipment Barcode to Asset Identifier

Bug Fixes

• Fix issue when importing equipment via rapid start using the 'Delayed Insert' feature

TAG Portal/ TAG Mobile Work Items

• Create WO codeunit respecting TAG Controls defaults

• Populate default TAG Mobile Profile when inserting TAG User Setup by enabling Technician/Management Portal User

TAG v8.0.0.2 Release Notes

Added features and changed behavior

  • Add field "Sort Master" to WO Packet Report dataset

TAG v8.0.0.0 Release Notes

Added features and changed behavior

  • versioning changed to be in line with Portal's version

TAG Portal/ TAG Mobile Work Items

  • New Codeunit call to create Equipment
  • Resolve issue with TAG Security when using OAuth
  • Remove certain invalid valid values from WO Access level
  • Send version # to TAG API when authenticating

TAG v1.0.19642.0 Release Notes

Added features and changed behavior

  • Create TAG "Source Code" and use it when posting to the Item journal.

Bug Fixes

  • On install, use correct "App Name" and Description when inserting Azure application Record.
  • Fixed issue where user could not create requests when security is enabled.

TAG v1.0.19525.0 Release Notes

Added features and changed behavior

  • Requested and Due by date needs to be defaulted by project contract date on Create WO
  • Adding shortcut dimensions to TAG Personnel ledger entries page

Bug Fixes

  • Project contract No is not inserted when using create work order page

TAG v1.0.19402.0 Release Notes

Bug Fixes

  • Consumption WO Dimension bug

TAG v1.0.19401.0 Release Notes

Added features and changed behaviour

  • Add Unit cost and Line Amount to TAG Purchases Report
  • Add Starting Date as datetime field to TAG personnel ledger entries
  • Remove Time Calculation now impacts timesheet lines time behavior

Bug Fixes

  • Show Shortcut dimension code1 and 2 on Work Order card

TAG v1.0.18852.0 Release Notes

Bug Fixes

  • Synch Personnel With Employee
  • Create WO error - Date validation with project contract

TAG v1.0.18851.0 Release Notes

Bug Fixes

  • OnBeforeWOConsumption trigger is firing too early. User can still select no in the confirmation message

TAG v1.0.18850.0 Release Notes

Added features and changed behaviour

  • Add Linear Asset fields to the equipment table and a few additional navigation actions

Bug Fixes

  • Fixed bugs related to Purchase Orders in TAG Portal and links to Job fields

TAG v1.0.18810.0 Release Notes

Added features and changed behaviour

  • TAG Project improvements with how lines are synchronized to the WO
  • Ability to link purchase lines to WO lines in TAG Portal

Bug Fixes

  • Inserting usage would fail after warranty improvement

TAG v1.0.18705.0 Release Notes

Added features and changed behaviour

  • Warranty improvements
  • Remove deprecated calls around dimension calls
  • New workflow triggers and responses
  • Searchable WO List page including both Planned & Released WOs
  • Use "Requested Service Date" on WOs for MRP calculation instead of "Starting Date"

Bug Fixes

  • Remove not blank validation on WO reference info when adding to WS or creating PO
  • Deprecate TAG Setup. purchasing fields "Field Description" and "Field No. Reference"
  • Fixed table relation error when selecting a technician with improper supervisor
  • Personnel Timesheet datetime fields uneditable

TAG v1.0.18370.0 Release Notes

Added features and changed behaviour

  • Added ability to view form entries in BC
  • Added granularity to Mobile profiles security access
  • Lengthen Pri/Sec/Main code descriptions
  • Add workflow event - Request Insert

Bug Fixes

  • Fixed labour costing issue for scenarios using Personnel Unions
  • Requirement unit cost in DMP not transferring to RWO

TAG v1.0.18158.0 Release Notes

Added features and changed behaviour

  • Added new calculated field on Item Card called "TAG WO Usage Demand"
  • Added appropriate error message when user wants to create Requisition from a consumable that has not been setup accordingly(no Posting Code)
  • Insert Azure Active Directory Application record on TAG Install or Upgrade to facilitate TAG Portal configuration

Bug Fixes

  • Fixed issue where dimension on requisitions from Work Orders would have their value overwritten by Vendor Default Dimension
  • Fixed issue where "Initialize Default Values" process was incorrectly populating Default Work Request Status
  • Overhaul of usage item-tracking to be able to post Item Journal lines with Serial No.
  • Fixed issue where dialog window on DMP card not popping up on modify "Personnel Group" was causing page to crash
  • Fixed issue where dimensions would not flow through to Sales Document created from TAG Work Orders
  • Fixed issue where dialog window would not pop up immediately upon modifying a Work Order Work Code

TAG Extension version: 1.0.17968.0

Added features and changed behaviour

  • Add default dimensions to Facility, Enterprise, Region
  • WO integration with BC Jobs now accounts for Purchases
  • Add supervisor to update multiple WO report

Bug Fixes

  • Incorrect message on FWO -> Navigate
  • Username too short in TAG User setup

TAG Extension version: 1.0.17889.0

Added features and changed behaviour

  • Added page webservices for both Purchase Order Header and Lines along with bounded actions to release and Re-open the document
  • Added codeunit call to TAG Portal webserviceto both release and Re-Plan the document

TAG Extension version: 1.0.17458.0

Added features and changed behaviour

  • Added field Work Type Code on Work Order Lines that influence personnel Costing
  • Added ability to move equipment from the Equipment List page
  • Added same indenting on Equipment List as seen on the Overview page
  • Added field priority score to Rank priorities. This allows smart dispatching within TAG Portal
  • Added flowfield “Item Quantity Line Location Bin” to Related Requirement table as will as ability to navigate to the bin contents from the usage page

Bug Fixes

  • Fixed bug when editing Priority Rank directly on WO not respecting Due by Date Override
  • Print Attachments feature now works by calling TAG API to merge selected documents "This only works when selecting documents related to a particular Work Order."
  • Fixed bug when posting a Capital Expenditure WO, lines would not be posted to FA GL journal if equipment differed among the lines
  • Fixed bug where equipment and technician would not be populated for Work Procedure substeps
  • Fixed bug where a user needed permission access to all companies to use the Print WO with attachments feature
  • Lengthened flowfield “Fault Source Note” on Work Order Line to capture full feedback description

TAG Extension version: 1.0.17716.0

Added features and changed behaviour

  • Added hierarchy EQ description fields to overview pages
  • Renamed TAG Plan captions to respect marketing terms (basic,standard,advanced,enterprise)
  • Added Extend Calculate Plan - Req. Wksh Report
  • Added DMP specific interval - Separate Recurring Intervals
  • Added usage to admin delete tool

Bug Fixes

  • Requirements Equipment field and Facility field are now non-editable - Fixed the Vendor Default Dimension that was not respected for Requisition
  • Fixed Print WO Packet - print parts
  • Fixed a bug where deleted Work Order did not trigger Document Tracking record insert

TAG Extension version: 1.0.17458.0

Added features and changed behaviour

  • Added field Work Type Code on Work Order Lines that influence Personnel Costing
  • Added ability to move equipment from the Equipment List page
  • Added same indenting on Equipment List as seen on the Overview page
  • Added field Priority Score to rank priorities. This allows smart dispatching within *TAG Portal
  • Added flowfield "Item Quantity Line Location Bin" to Related Requirement table as will as ability to navigate to the bin contents from the usage page

Bug Fixes

  • Fixed bug when editing Priority Rank directly on WO not respecting Due by Date Override
  • Print Attachments feature now works by calling TAG API to merge selected documents This only works when selecting documents related to a particular Work Order.
  • Fixed bug when posting a Capital Expenditure WO, lines would not be posted to FA GL journal if equipment differed among the lines
  • Fixed bug where equipment and technician would not be populated for Work Procedure substeps
  • Fixed bug where a user needed permission access to all companies to use the Print WO with attachments feature
  • Lengthened flowfield "Fault Source Note" on Work Order Line to capture full feedback description

TAG Extension version: 1.0.17222.0

Added features and changed behaviour

  • Added fields to the FWO Packet report dataset
  • Work Permit functionalities
  • When creating a Work Order that is linked to a job, we no longer that to select a job line type
  • Added Job Task and Job Line Type to DMP Card and Header
  • When swapping sub-assemblies, the asset No. Value on the equipment’s also get swapped
  • Added Priority Rank - Due by Date Override feature

Bug Fixes

  • Fixed bug preventing printing the FWO packet when security was enabled
  • Fixed bug where equipment group was not flowing through when creating an equipment sub-assembly
  • Fixed bug where copying equipment with comments would fail with an error message
  • Fixed bug where default dimensions were not showing on the gen journal
  • Fixed bug where authentication to TAG API was failing when trying to print merged attachments
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