Evolution  4.1.14 Updates

Deposits

Several updates were included for the Deposit management feature.

See the following link for more details on this feature: Deposit Management Overview in Invoicing

Deposit Management

• Updated the Deposit option in the Invoicing Page to allow for multiple Deposits per Document.
• Added functionality to list Deposits added to a Work Order.
• Updated the Deposit reverse process.
• Added functionality to view and print Deposit Receipts, including if it was reversed.
• Added an Automatic Deposit Journal Entry to be done at the time of invoicing a Document that had a Deposit on it to a GL Account not set as an AR Account.

Foreign Currency Deposits

• Added support for Deposits in Foreign Currency.
• Renamed the Branch Currency Mapping fields:
  • Debit Account → Deposit Debit Account
  • Credit Account → Deposit Credit Account

Detecno Integration & Mexico SAT

It includes multiple updates related to the Detecno integration and Mexico SAT configuration.

Detecno Integration

The documented changes include:

• Added SAT Exchange Rate to the AR Inquiry grid.
• Updated Copy and Copy List to include SAT Exchange Rate.
• Added SAT Exchange Rate to the Rates/Taxes tab in the Invoicing page beside the Conversion Rate field.
• Added logic to disable Conversion Rate for tenants whose configuration does not require it.
• Added Flat Rate logic when using Detecno.
• Addressed an amount imbalance issue in AR Deposit.
• Added an Exclude from Detecno flag under the Detecno tab in Customer.
• When the flag is selected and the Customer is assigned as the Bill-To Customer on a document, the document is excluded from Detecno.
• For an excluded document, no XML or stamped invoice is generated.

Additional work includes:

• Detecno connection.
• Company SAT Fiscal Information Configuration.
• Customer Mexico SAT Fiscal Configuration.
• New Invoicing parameters to support Detecno integration.
• Updates to Close Invoice to support Detecno integration.

Retention Credit

It includes functionality related to Retention Credit used with the Mexico SAT Integration.

Updates

• Added Retention Credit flags for Customer and Equipment modules.
• Added functionality to apply Retention Credit on invoices.
• Added Retention Credit display to:
  • Invoice Report
  • Accounting Distribution
  • Review
• Added functionality to post Retention Credit.
• Added Amount Due functionality for Customer Notifications.

Activity History

It includes Activity History and Activity layout updates.

Activity History

• Added functionality to list Change Logs for an Activity.
• Added functionality to view Change Log details.

Comments

• Moved the Activity Comments section to a new tab to support Activity History.

Reporting & Date Format

Version 4.1.14.0 includes date-format, Report Scheduler, report layout, and Self-Service Query updates.

Company Date Format

The date format configured in Company Settings was applied to the following reports:

• Invoice Report
• AR Statement
• Check Report
• Internal Purchase Order
• Vendor Purchase Order

Report Scheduler

• Updated Report Scheduler parameter logic for reports that use Month and Year parameters.

Report Page Size & Layout

Two groups of reports received layout-related changes:

• Page Size Adjustment: A4 → Letter.
• Page Size + Orientation: A4 → Letter and Landscape → Portrait where possible.

Additional Reporting Corrections

• Addressed the As of Date wrapping on the AR Statement.
• Addressed an issue where the Self-Service Query Sort Order reverted to Ascending after Descending was selected.
• Addressed a regression where the Self-Service Query Row Filter Operator list displayed “SSQOperator.”
• Addressed the Technician Effective Rate and Technician Effective Rate Summary Reports behavior when multiple Flat Rate items exist for the same sale code as labor.

Foreign Currency – Invoicing

Version 4.1.14.0 includes several updates related to foreign currency documents.

Payment / Deposit Display

• Updated Payment/Deposit display behavior on foreign currency invoices.

Currency Type

• Addressed an issue where Open Documents, Invoices, and Quotes using foreign currency did not display the Currency Type at the bottom of the Invoice Report.

Rounding

• Addressed foreign-currency rounding where the extended amount was calculated using the unrounded converted unit price rather than the two-decimal unit price displayed on the invoice.

Invoicing

Several additional Invoicing updates are included.

Department Processing

• Added Department Processing checkboxes under the Service 2 tab that work alongside the checkboxes in the Sales Document Processing feature.

Invoice Documents

• Addressed an issue where Invoice documents displayed the word “Invoice” twice when the Invoice Name was not configured on the Department.

Work Order Sections

• Addressed an issue where a section could not be removed after its labor had been transferred to another Work Order, and no detail remained in the section.

Recent Document Selector

• Addressed an issue where the Recent Document selector returned the highlighted Work Order instead of the Work Order value entered by the user.

Labor & Equipment

• Addressed extra apostrophe (') characters appearing in the Additional Description of Labor and Equipment items on a Work Order.
• Addressed scrollbar blinking/jumping on the Equipment tab when multiple Equipment records are present.

Accounting

Version 4.1.14.0 includes Accounting, AR/AP Inquiry, Journal Entry, and Financial Institution Transaction updates.

AR/AP Inquiry

• Added permissions to control access to the History checkboxes in AR/AP Inquiry.

Financial Institution Transactions

• Addressed an issue where Debits and Credits were posted in reverse when posting a negative transaction from a Bank Account to an AR Account.

Journal Entry

• Addressed an issue where the Journal Entry Posted Date used Central Time instead of the user's configured time zone.

Company

• Reorganized the Accounting tab in the Company page.

Equipment & Preventive Maintenance

Version 4.1.14.0 includes several Equipment and PM updates.

Equipment

• Updated the Copy function in Advanced Equipment Search.
• Addressed an issue preventing users from accessing Projected Cost from the Equipment GL tab.
• Addressed an issue where GM Service Amount was counted twice in Total Expense in the Equipment History Display.
• Addressed an issue where Customer Profile information could display Equipment belonging to a different Customer.

Preventive Maintenance

• Addressed orphaned Secondary PM records after deletion of the associated Primary PM.
• Addressed the inability to open PM records in a new browser tab or window from PM search results.

Avalara

An update was included for environments where Avalara is configured as the Tax Provider.

Update

• Added functionality for disabling applicable functionality when Avalara is configured as the Tax Provider. Tax Fields in the Customer and Invoicing Pages that aren’t used when Avalara is turned on are now disabled.

Print Info Bar

Tracking Number

• Added Tracking # as a new Print Info Bar property.
• The new property can be used when creating a new Print Info Bar and when editing an existing Print Info Bar record.

User Management

Email Validation

• Addressed email validation that rejected email addresses containing a plus (+) symbol when creating a User.

User Deletion

• Addressed an issue preventing a User record from being deleted when the User had access to Self Service Views.

Purchase Orders

Two Purchase Order issues were addressed.

Enter Key Behavior

• Addressed an issue where, after receiving Parts on a Purchase Order, users could no longer enter another existing PO number and press Enter to load it.

Adding Parts

• Addressed an issue where users could not continue adding Parts correctly after updating an existing Part line without first exiting or refreshing the Purchase Order.

Quote Management

• Addressed a sorting issue where recent items were displayed at the bottom of the Quote Management Kanban vs. at the top of the column.

Parts

• Addressed an issue where a Part could not be deleted from the Parts page because the system indicated it was associated with a Work Order even when it was not present on that Work Order.

Time Display

• Addressed timestamp display behavior related to the use of 24-hour (military) time format across the product to display with AM/PM.

Customer Portal 1.0.6.0 Updates

Customer Portal – Service Requests & Branch Support

Version CP 1.0.6.0 includes several Customer Portal and Service Request updates related to Branch support.

Portal User & Branch

• Added Branch to Customer Portal User setup.
• Updated Service Request functionality with the Branch parameter.

Service Request Triggers

• Added a Service Request Trigger template.
• Updated Service Request Trigger functionality to support Branches.
• Updated the Service Request Trigger deactivation logic to focus on triggers by Branch.
• Added Service Request Trigger deletion by Branch.
• Updated the Activity creation rule to consider Branch logic.

Additional Service Request Updates

• Updated the Purchase Order # field logic so it can be required when the Customer is configured for it.
• Added the ability to edit a Service Request.

Customer Portal – PM Schedule

PM Schedule functionality was expanded in the Customer Portal.

Updates

• Added PM Schedule permission for Customer Portal users.
• Added functionality to list PM Schedules.
• Added PM Schedule search by Unit #.

Customer Portal – Invoiced Orders

An update was included for credit card payment control on Invoiced Orders.

Update

• Added new criteria for controlling Credit Card Payment on Invoiced Orders.