Release Notes 4.1.0.0

Enhancements 

• Column headers are now locked at the top as you scroll, ensuring you always have the right context for your data.

• Redesigned "View-Only" fields to be more distinct. It’s now easy to tell at a glance what information is locked versus what can be edited.  

• The latest security patches have been applied, providing you with the highest level of data protection and system stability. 

• Optimized the underlying engine of the product to ensure faster transitions and quicker saves across the entire platform.

• New error handling for Avalara (Tax Provider) users will now proactively notify you if the service is not responding.

• Date pickers have been updated to require the Year as part of entering the date to ensure a valid date was selected when manually typing them in.  

Drag-n-Drop functions across the product

• Refined the drag-and-drop experience when attaching documents and images to include notifications if a filename exceeds the 200-character limit.

Invoicing

• The Rental Invoice process is now optimized to handle contracts with more than 50 rental units without timing out.

• Creating inspection orders now runs as a background job for large invoices (10+ rental details), and you will be notified once complete.

• Users can now "Force BO Parts" in Quotes, aligning the logic with Work Orders. 

Chart of Account

• The import function was updated to include the Report Type as part of the parameters to import. To ensure valid data in the Report Type, new error handling was added when entering an incorrect value: Unknown report type. 

  • Valid Report Types are: Balance Sheet, Profit/Loss. 

• The import template was updated to provide the latest file to use in the import process. 

AR Inquiry

• Performance updates were made when looking up AR History to allow the results to be returned quicker for the user.  

Equipment

• The WIP (Work In Process) tab now features pagination to reduce scrolling.

• The Open Rental Orders grid within the WIP tab was updated to list all open orders the user has with the unit being rented in the Rental tab. 

Parts

• Improved the "Transfer" button logic to prevent accidental double-clicks; you will now receive a clear success message when a transfer is complete.

• The Parts import function now includes "Use Part #" and "Use Warehouse" parameters, with improved error handling to ensure data accuracy. 

• The import template was updated to provide the latest file to use in the import process.

AP Invoice Entry

• The PO Import functionality now correctly defaults quantities to zero for Miscellaneous Charges and Equipment details after the details had been imported.

AR Deposit

• The Post button in AR Deposits now prevents accidental double-requests when using the Enter key.

Print Final Invoice

• The TMHU Export functionality has been updated to order the tags inside the HL sections of the TMHU EDI Invoice Export that follows the ANSI X12 650 File Format standards.  This update was made when creating the TMHU EDI Invoice Export file with and without sections.  

Reports

• The Sales By Customer Ship To (Date Range) report format has been updated.  The CSV and Excel export logics were updated to mitigate issues in the exported files.

• The Parts By Bin Report has been updated with a new parameter, Warehouse. This will allow users to filter the report by a warehouse. Moreover, the Bin parameter was updated to ignore case sensitivity when requesting All/ALL bins.

• The reports GL Internal Account Detail Distribution and GL Internal Account Detail Distribution Summary have been added for all users. 

Issues Resolved 

Parts

• The Value Variance and Count variance reports in Inventory Counts were updated due to an issue that was not displaying the Description value.

Journal Entry

• Updated Journal Names to allow a slash ("/") to be used in the Journal Name.

• The Import Journal Detail function was updated to consider functions in the Amount column.

• The Import Journal Entry was updated to require a header to align with Import functionality across the Evolution product.  

Invoicing

• Make and Model are now displayed in the Service 1 tab when entering a Serial # that is not tied to the Bill/Ship to set on the work order.

• The Rental Agreement was fixed to mitigate an issue in the Capacity value.

• The issue that was creating the same BO Part multiple times when the parts were moved to a new Work Order at the time of Invoicing has been addressed.

Equipment

• The Purchase Order grid in the WIP tab was updated to display the Vendor Name for each PO listed.

AP Invoice Entry

• Fixed AP Invoice posting to ensure the user’s local time is recorded correctly.

• Fixed an issue in the Invoice Date that was not considering the date when manually entering the value.

AR Inquiry

• Fixed the "Email PDF" function within the Gear option that was previously unresponsive.

Work In Process

• The Copy function was updated to fix an issue that did not consider the Bill To value when copying and pasting the information.

Dispatch

• Fixed an issue where modifying the Dispatch Status would accidentally un-mark a work order as "Complete" in the All tab.

• Fixed an issue where setting the Dispatch Priority would remove the Schedule Date in the Dispatched tab.

Reports

• The incorrect sorting in the Profit & Loss Quarterly  Report has been fixed.

• The Parts sold by Customer Report has been fixed due to an issue retrieving data not aligned with the Customer specified. The CSV and Excel export logics were updated to mitigate issues in the exported files.

• The issue that was printing data out of the date range provided in the Sales Report under the Accounting Section has been resolved.