Release Notes - 4.0.82

Issues Resolved

Purchase Order

• The Auto Stock functionality was updated due to some calculations being rounded incorrectly. 

• The delay users were experiencing when selecting items in the Parts tab has been addressed.

Invoicing

• Several issues that users were facing when running the Reverse Document process has been solved:

  • All labor hours posted in an invoice are displayed properly on the reversed document.

  • An internal error due to an incorrect null reference in the Control # field for Equip/Rental Invoices.

  • Users are no longer able to remove the Routing Priority when reversing.

  • The reverse process was fixed to avoid assigning an existing WO #.

• The issue that was reverting the Ship To Name in the Edit mode has been fixed. Users will see the Ship To Name provided in the Creation mode.

• The Delivery and Called Dates fields are now properly saved when updating the Contract Information.

• The internal error encountered when accessing a document with a serial number that was removed from the Equipment system has been resolved. Users can now access the document and view the details of the serial number, even if it has been removed.

• The display of mechanic names for labors added to a document through Labor Ticket Entry, Import Labor, or Manual Entry actions has been standardized. Mechanic names now consistently appear in the format: First Name + Last Name.

• Users are able to see invoices where the Customer, Branch or Expense Code were removed from their  system.

• The issue that was keeping the data of the previous document when using the Recent Document selector has been fixed.

Parts

• Inventory Count - The issue causing an internal error when posting inventory, due to an incorrect value in the EntryDate parameter, has been resolved.

• An issue that was not updating properly the Part Status when running the Month End process has been solved.

Customer

• The internal server error displayed when clicking the Update Ship To’s button within the Rates tab has been solved.

Equipment 

• The Total values displayed in the Equipment History page have been reviewed due to incorrect calculations. 

Enhancements

• Users can now see a payment link in the body of the email to pay via PayJunction, if using them for processing credit card transactions.

• The Mechanic selector in the Labor Ticket Entry and Labor tab in Invoicing has been updated to display the values as: First Name + Last Name.

Customer

• The email fields in Customer setup have been updated to support emails containing special characters.

• The Customer Search modal now includes a new search criterion: Old/Alt Company. When users enter a value in the Old/Alt Company field, the results will display entries that contain the specified value.

Equipment

• The Change functionality has been updated to follow the Change Control # permission:

  • If the user has the Change Control # permission turned off, then users can see the New Control # field disabled.

  • If the user has the Change Control # permission turned on, then users can see the New Control # field enabled.

AP Invoice Entry

• The Distribution grid has been improved to better visualize the Description value for each record.

Company

• The following parameters have been hidden from the Company Setup:

  • Don’t Clear Signature.

  • Add Hours and Serial # on a Timecard.

  • Include RAW Hours on Mech Labor Doc.

  • Auto Doc Center Mobile Recap.

Parts

•  Users are prompted with an error message when trying to update a Part record that was updated via Invoicing in another tab: The On Hand Quantity has changed since you last retrieved the current part. Unable to save your changes. Please refresh this part and make your changes again.

Roles

• A new permission was added under the Data Access group: Trial Balance.

Mobile Service

• A new program was added under the Administration section: Mobile Service to allow users to define colors for dispatch screens.

• A permission under the Administration group was added to control the access to this program: Mobile Service.

• Users can create, edit and remove Dispatch Groups. In case users try to add an existing dispatch group, then they will be prompted with a message: The selected dispatch group already exists in the database. Please select another one.

• By removing a Dispatch Group, users will be prompted with a message to confirm or not the action: Are you sure you wish to delete this dispatch grouping? 

Invoicing

• Users have the ability to schedule transportation for more than one unit in the Equip and Rental tabs.

Transportation Log

• The Transportation Log system has been rebuilt. Users will see a new look and feel to the program:

  • Transportation Records and Assigned Units are handled in same Tracking # page.

  • Transportation Records can be added or updated from the Tracking # page.

  • Users can search by Serial # or Unit # a specific transportation record.

  • Users can select more than one transportation record and assign them in mass to a Tracking #.

  • Users can select more than one assigned unit and schedule Actual and Delivery Pickup Date for them at once.

  • The Tracking # list can be filtered by Open, Completed and All.