Enhancements

Invoicing

• The close invoice process was improved to reduce lock contention and recent deadlocks.
• The Import Labor function was improved to manage unallocated labor scenarios for an upcoming release of the Softbase Service Mobile App.
• Updated the Bulk insert logic in the Close Invoice process for Rental Orders to consider scenarios where the user wants to invoice same Serial # in Rental and Service 1 tabs.

Labor Ticket Entry

• Updated the Import function to manage unallocated labor for an upcoming release of the Softbase Service Mobile App.
• The Update document function was updated to allow users to assign a document to unallocated labor for an upcoming release of the Softbase Service Mobile App.
• A control was added to the Post function to prevent the user from posting unallocated labor for an upcoming release of the Softbase Service Mobile App.

Technician Time Management

• The Technician Time setup page was updated with a new flag: Unallocated, that allow users to know if the time was submitted as unallocated or not. Moreover, user can assign an open work order to the unallocated time for an upcoming release of the Softbase Service Mobile App.
• Users can now search by work order # the Technician Time list.

Purchase Order

• Added some controls when clicking the TVH button for part verification. This will prevent users from clicking twice if the process is still running.
• Improved the Receiving Pick Ticket report for better visualization of the Service Van information.
• Added two new export options: Clark and Standard, to generate a file containing the parts included in a purchase order.

Company and Branch

• The Secure checkbox was removed from the SMTP configuration.
• Added the ability to select Secure Socket options when setting up SMTP. New available options are below:
  1. Auto.
  2. None.
  3. SSL On Connect.
  4. Start TLS.
  5. Start TLS When Available.

Self Service Query

Self Service Query is the built-in reporting and data exploration tool in Softbase Evolution. It allows users to retrieve information from the Evolution database and export or analyze the results.

Query results can be:

• Viewed on screen
• Exported to CSV (For use in Excel) or Json
• Saved for reuse
• Shared with other users (with proper permissions)

See the following article on our Knowledge Base for more information;

https://support.softbaseevolution.com/en/support/solutions/articles/150000224056-self-service-query-overview             

Project Tracker

Project

• Added a new tab: Timeline, to provide users with a timeline view of the Phases and Activities created within a project.

Phases

• Added a new tab: Activities, that will handle the activity creation within a phase.
• Users can list and filter created activities by Open, Completed and All.

Activity Management

• A new Activity Entity was added to the manual activity creation to allow users to create activities for specific Project/Phases.
• Improved the Activity List with new options to filter by Activity Entity and Activity Trigger.
• A new trigger: Service Request, was added to allow Service Request Activity creation if a Service Request is created from the Customer Portal.
  1. Users can create Units, and Contacts from the Service Request Activity if the ones provided are new in Evolution.
  2. A quick access was added as part of the activity detail to create documents.
  3. Service Request Activities with a document tied to it will be set as Done automatically.          

AR Statement

• Improved the Emailing function when sending for all Customers to avoid timeouts.

Reports

• Improved the Profit & Loss by Branch report within the Financial group to use letter format.
• Updated the Equipment History by Bill To report within the Service group to print the Hour Meter set in the Service 1 tab of a document.

Issues Resolved

• Handled some failures when sending emails for Two Factor Authentication.

Invoicing

• Fixed an issue in the Picking List report that was causing blank pages when printing more than 24 parts on it.
• Solved an issue in the Import Mobile Part function, that was causing the on-hand quantity to be updated incorrectly.
• Resolved a posting issue in the reverse part WIP accounting entry when transferring parts that were backordered and received before being transferred.
• Addressed a rate issue for premium labors imported from the Service Mobile App.

Invoice Change

• Resolved an issue in the Salesman selector that prevented users from selecting a salesman.
• Updated the Invoice Change function to allow null values in the Rental From and Rental To parameters if they were not provided in the Document #.

Automated AR Statement

• Addressed an issue with the date format used for the As of Date value displayed on the statement.
• Fixed an issue in the automated AR Statement rule that incorrectly generated $0.00 balance‑due notices for customers.

Reports

• Resolved an issue in the Consolidated Invoice Billing by Dept Report within the Service group, that was preventing the report from printing results.
• Fixed the Parts Group selector in the report parameter for the Parts Sales By Warehouse report within the Parts group that prevented the user from seeing all part groups.
• Solved a data issue in the Customer Profit & Loss report within the Sales group, that was causing incorrect data to be returned in a given time frame.
• Updated the GM report within the Service group to return the data correctly.  

CRM

• Fixed a time issue in the Activity Starts At field that was causing incorrect time values when submitting an activity.