Release Notes for Fenwick Gold Power BI

23.5.241029.1

• Fenwick Gold Core Connector for Power BI:
  • Improved licensing performance during refresh. This requires the latest version of Fenwick Gold Account.
• Fenwick Gold Finance Connector for Power BI,
  Fenwick Gold Inventory Connector for Power BI,
  Fenwick Gold Jobs Connector for Power BI,
  Fenwick Gold Manufacturing Connector for Power BI,
  Fenwick Gold Purchasing Connector for Power BI,
  Fenwick Gold Sales Connector for Power BI:
  • Improved licensing performance during refresh. This requires the latest version of Fenwick Gold Core Connector for Power BI.

21.2.241016.1

• Fenwick Gold Manufacturing Connector for Power BI:
  • New v2 API queries:
    • Calendar Entries
    • Capacity Ledger Entries
    • Machine Centers
    • Prod. Item Ledger Entries
    • Prod. Order Cap. Need
    • Prod. Order Components
    • Prod. Order Lines
    • Prod. Order Routing Lines
    • Work Centers
  • Marked all existing queries as pending obsolete.

21.2.241008.1

• Fenwick Gold Inventory Connector for Power BI: Fixed incorrect web service being created.
• Fenwick Gold Sales Connector for Power BI: Deprecated Outstanding Amount on the Outstanding Sales Order query.
  

21.2.240807.1

• Fenwick Gold Sales Connector for Power BI:
  • Added functionality to pass “Salesperson Code” from Sales Credit Memos & Sales Return Receipts to Salesperson Code field in Item Ledger Entry.
  • Added upgrade routine to update Salesperson Code to existing Item Ledger Entries.  

21.2.240322.5

• Fenwick Gold Core Connector for Power BI,
  Fenwick Gold Sales Connector for Power BI,
  Fenwick Gold Purchasing Connector for Power BI,
  Fenwick Gold Finance Connector for Power BI,
  Fenwick Gold Inventory Connector for Power BI,
  Fenwick Gold Manufacturing Connector for Power BI,
  Fenwick Gold Jobs Connector for Power BI:
  • Renamed app to “Fenwick Gold {Area} Connector for Power BI”.
  • Renamed assisted setup page to “Fenwick Gold Assisted Setup for Power BI”.
  • Renamed setup page to “Fenwick Gold Setup for Power BI”.
  • Renamed permission sets:
    • FSG Power BI {Area} Basic
    • FSG Power BI {Area} Admin
  • Renamed all API queries and pages to “Fenwick Gold for Power BI {Object Name}“.

21.2.240221.2

• Core Connector for Power BI: Fixed integration to Inventory Connector for Power BI and Purchasing Connector for Power BI.

21.2.240209.1

• Core Connector for Power BI: Updated integration app name.
• Manufacturing Connector for Power BI: Updated app name.

21.2.240122.1

• Core Connector for Power BI:
  • Automatically upgrade the legacy XML permission set to the new AL object permission set.
  • Added permission set upgrade functionality.
• Inventory Connector for Power BI,
  Jobs Connector for Power BI,
  Purchasing Connector for Power BI,
  Sales Connector for Power BI:
  • This version requires Core Connector for Power BI v21.2.240122.1 or later.
  • Automatically upgrade the legacy XML permission set to the new AL object permission set.

21.2.240112.1

• Jobs Connector for Power BI:
  • Added start & end date filters for Job Ledger Entries to the Fenwick Gold Setup and Fenwick Gold Assisted Setup pages.
  • Applied the date filter to the Job Ledger Entries query.

21.2.240109.1

• Core Connector for Power BI:
  • Replaced OData connection URL with API connection URL.
  • Updated Environment & Company Name on the Fenwick Gold Setup & Assisted Fenwick Gold Setup pages.
  • Added “Adjustment Bin Code” field to the Locations API page.
  • Added new API queries:
    • Items
    • Dimensions
    • Dimension Set Entries
  •  Deprecated all legacy (non-API) queries.
• Inventory Connector for Power BI:
  • Added new API queries:
    • Assembly Headers
    • Assembly Line
    • Bins
    • Inventory By Location
    • Inventory values
    • Item Ledger Entries
    • Job Planning Lines
    • Planning Component Lines
    • Qty. on Component Lines
    • Qty. on Production Orders
    • Qty. on Service Lines
    • Purchase Lines
    • Sales Lines
    • Requisition Lines
    • Transfer Lines
    • Warehouse Activity Lines
    • Warehouse Entries
    • Warehouse Journal Lines – From Bin
    • Warehouse Journal Lines – To Bin
    • Zones
  • Deprecated “Purchase Lines” legacy query.

21.2.231124.1

• Core Connector for Power BI: Obsoleted Calendar Selection group on the Fenwick Gold for Power BI Setup page.

21.2.231110.1

• Core Connector for Power BI: 
  • Replaced custom UTC Offset by standard Time Zone.
  • Improved Fenwick Gold for Power BI Setup page:
    • Removed Working Days part and moved to a button.
    • Ungrouped Calendar Type field.
    • Cleaned up instructional text.
• Jobs Connector for Power BI:
  • Renamed app.
  • Upgraded app to v21.
  • New v2 API queries:
    • Job Ledger Entries
    • Job Planning Lines
    • Job Tasks
    • Jobs
    • Outstanding PO Lines
    • Received Not Invoiced PO Lines
  • Marked all existing queries as pending obsolete.
  • Converted permission set from XML to object type.
  • Automatically insert new v2 web services when the app is installed or upgraded.
• Inventory Connector for Power BI:
  • Added new Purchase Lines query.
  • Added “Document No.” field to Item Ledger Entries query.

21.2.230928.2

• Core Connector for Power BI: Made compatible with v23.

17.1.230831.1

• Core Connector for Power BI,
  Finance Connector for Power BI,
  Sales Connector for Power BI,
  Purchasing Connector for Power BI,
  Inventory Connector for Power BI:
  • Added new v2 API queries.
  • Marked all existing queries as pending obsolete.
  • Added advanced date configurations to the Fenwick Gold Setup for Power BI page.
  • Updated assisted setup flow.

21.2.230731.1

• Fixed web service initialisation to skip inserting legacy queries if the tenant web service already exists.

21.2.230727.4

• Inventory Connector for Power BI:
  • Renamed app.
  • Upgraded app to v21.
  • New v2 API queries:
    • Bins
    • Inventory by Location
    • Inventory Value
    • Item Ledger Entries
    • Warehouse Entries
    • Zones
  • Marked all existing queries as pending obsolete.
  • Converted permission set from XML to object type.
  • Automatically insert new v2 web services when the app is installed or upgraded.

21.2.230712.1

• Purchasing Connector for Power BI:
  • Renamed app.
  • Upgraded app to v21.
  • New v2 API queries:
    • Outstanding Purchase Orders
    • Purchase Item Budget Entries
    • Purchase Value Entries
    • Received Not Invoiced Purchase Orders
  • Marked all existing queries as pending obsolete.
  • Converted permission set from XML to object type.
  • Automatically insert new v2 web services when the app is installed or upgraded.
• Sales Connector for Power BI:
  • Enforce “Item Sales Report Date Formula” field must not be blank when the “Item Sales Report Load Data Type” is set to Relative Date on the Fenwick Gold Setup for Power BI page.

21.2.230601.2

• Removed Clustered property from the primary key of the Dim. Set Entry table.

21.2.230526.1

• Finance Connector for Power BI: Added date filtering for Customer and Vendor Ledger Entries.

21.2.230504.1

• Core Connector for Power BI,
  Sales Connector for Power BI,
  Finance Connector for Power BI:
  • Renamed app.

21.2.230411.2

• Core Connector for Power BI, Sales Connector for Power BI & Finance Connector for Power BI:
  • Upgraded app to v21.
  • Converted permission sets from XML to object type.
  • Automatically insert new v2 web services when the app is installed or upgraded.
  • Marked all existing queries as pending obsolete.
  • Core: Updated the Assisted Setup flow.
  • Core: Added advanced date configurations to the Fenwick Gold for Power BI setup page.
• New v2 API queries in Core Connector for Power BI:
  • Vendors
  • Customers
  • General Ledger Setup
  • Working Days
  • Salesperson/Purchasers
  • Locations
• New v2 API queries in Sales Connector for Power BI:
  • Item Budgets
  • Outstanding Sales Orders
  • Sales Item Budget Entries
  • Sales value Entries
  • Shipped Not Invoiced Sales Orders
• New v2 API queries in Finance Connector for Power BI:
  • Customer Ledger Entries
  • Vendor Ledger Entries
  • Closing G/L Entries
  • Balance Sheet G/L Entries
  • G/L Account Categories
  • G/L Accounts
  • G/L Budget Entries
  • G/L Budgets
  • Income Statement G/L Entries

17.1.221021.1

• Sales Connector for Power BI:
  • Fixed Outstanding Amount Excl. GST not referencing Outstanding Qty.

17.1.221019.1

• Core Connector for Power BI:
  • Made assisted setup searchable.
  • Updated new app URLs.
• Sales Connector for Power BI,
  Purchasing Connector for Power BI,
  Finance Connector for Power BI,
  Jobs Connector for Power BI,
  Inventory Connector for Power BI,
  Manufacturing Connector for Power BI:
  • Updated new app URLs.
    

17.1.220622.1

• Sales Connector for Power BI:
  • Added “Outstanding Amount Excl. VAT” field on Sales Line table.
  • Updated “PBI Gold Outstanding SO” query to use outstanding amount excl. VAT.
  • Populate “Outstanding Amount Excl. VAT” field on app upgrade and installation for all outstanding sales orders per company.

17.1.220311.2

• Core Connector for Power BI: Set “Job Queue Category” and re-run parameters on the Dimension Set job queue. 

17.1.220125.2

• Core Connector for Power BI: Added OData Feed fully formatted connection string to PBI Setup & Assisted Setup pages.

17.1.211119.1

• Core Connector for Power BI:
  • Added “Order No.” & “Salespers./Purch. Code” fields to Item Ledger Entry table.
• Sales Connector for Power BI,
  Purchasing Connector for Power BI:
  • Updated Sales/Purchase Value Entries query to use Item Ledger Entries to avoid duplicate entries.
  • Added upgrade handler to populate values on to the new fields of Item Ledger Entries for Sales & Purchase documents.

17.1.211116.2

• Core Connector for Power BI: Fixed up Update PBI Dim Set Entries logic for performance improvements.

17.1.211020.3

• Core Connector for Power BI,
  Finance Connector for Power BI,
  Sales Connector for Power BI,
  Purchasing Connector for Power BI,
  Inventory Connector for Power BI,
  Jobs Connector for Power BI:
  • Fixed web service insertions per tenant on app installation for v19 compatibility.
• Sales Connector for Power BI:
  • Fixed up filenames for Sales queries.

17.1.210728.1

• Added ability to update routine filters based only on the new dimension set entries.

17.1.210723.0

• Core Connector for Power BI,
  Finance Connector for Power BI,
  Sales Connector for Power BI,
  Purchasing Connector for Power BI,
  Inventory Connector for Power BI,
  Jobs Connector for Power BI:
  • Set DataAccessIntent as ReadOnly to improve performance for all queries.
  • Increased version and target 17.1 platform.
  • Updated Item Value Entries queries in Purchasing app.

15.4.200904.1

• Fixed permission set captions.

15.0.200824.12

• Jobs Connector for Power BI: Initial release.
• Finance Connector for Power BI,
  Sales Connector for Power BI,
  Purchasing Connector for Power BI,
  Inventory Connector for Power BI:
  • Renamed apps.

15.0.200715.1

• Set Update PBI Dim Set Entries job as recurring on install.

15.0.200703.1

• Added permission sets.

15.0.200623.1

• Added tooltips.
• Core Connector for Power BI: Added setup action to Admin. Main Role Centre.

15.0.200602.1

• Added “Inventory Posting Group” field to PBI Items query.
• Inventory Connector for Power BI: Added Inventory Value query.

15.0.200429.0

• Removed unused variables.
• Added test suite for each data connector app.

15.0.200422.0

• Added assisted setup wizard.

15.0.200417.0

• Removed AU-specific fields, now unified between all locales.

14.8.200402.0

• Corrected web service name.
• Corrected column references for Sales & Purchasing queries.