The Asset Guardian (TAG)

TAG | Release Notes

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

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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