Release Notes - 4.0.87

Issues Resolved 

Parts

• A spelling issue was corrected in the General tab for Komatsu.

Print Final Invoice

• The TMHU Export function was updated due to an issue with the date format. The printed date in the first line of the file will follow the format YYMMDD.

Invoicing

• Rental equipment details will no longer be displayed in a document once the equipment has been transferred to another document. This fix resolves the issue where rental item details were incorrectly retained on the Review page after being transferred.

Purchase Order

• The issue in the Internal PO report not printing data for a specific date range provided has been resolved. 

AP Payment

• The Check Report was updated due to an issue when sorting by Vendor Name.

• The Additional Remit report was updated to make a page break on each Vendor.

Company and Sale Code

• The following parameters were updated to alphanumeric due to issues when setting values on them manually or using the search option:

    Company

•     Retained Earnings Account.

    Sale Code

• Parts > Sale Account, COG Account.

• Labor > Sale Account, COG Account.

• Misc > Sale Account, COG Account, Misc Inventory Account .

• Rental > Sale Account, COG Account.

• Equipment > Sale Account, COG Account.

Reports

• The Controlled Account Report by Date Range within the Accounting group has been fixed due to a sorting issue by Control #.

• The following reports within the Accounting group were fixed due to issues in the Local Tax value and missing data based on the date range provided:

  • Sales Tax Absolute Detail - St, Co, City, Loc.

  • Sales Tax Summary - Absolute.

  • Sales Tax Detail - Absolute.

• The Absolute Sales Tax Detail Data Export within the Accounting group is no longer available for users.

• The following reports within the Accounting group were improved to avoid timeouts when running them:

  • Sales Person Commission.

  • Sales Person Commission - Invoice Paid.

  • Sales Person Commission - Invoice Paid Summary.

  • Sales Person Commission Summary.

Enhancements

Parts

• The Movement tab now records changes made to a part through an Inventory process. Users will notice a new reason labeled as ‘Inventory ID’ to indicate these modifications.

Invoicing

• The Bill To Contact field in the work order has been updated to support up to 255 characters. This enhancement enables users to open a document for customers who have configured the Main Accounting Contact field with a value up to 255 characters.

• The Additional Work Recommended field in the Comments tab was updated. Users can now enter text without any character limit.

• The Delete document function is now controlled by a permission: Disable Delete of Order. This permission will be off by default, meaning that users will be able to delete a document. When the new permission is granted in a Role the Delete button will remain disabled.

Journal Entry

• The Import Journal Detail function has been enhanced to better handle missing required fields. Records with missing required fields will now be highlighted in red, and users can hover over them to view a message indicating the specific issue.

  •     AR Account: Requires an Invoice # and a valid Customer #.

  •     AP Account: Requires an AP Invoice # and a valid Vendor #.

• The Post button logic has been updated to prevent posting if any required fields are missing, ensuring data integrity in the general ledger.

Reports

• The Sales Tax Detailed - Absolute report within the Accounting group has been enhanced with a new export option. Users can now export the report in both Excel and CSV formats.

• The Consolidated Invoice Billing report within the Service group has been updated to follow the layout from 3.0. In addition to that, the following missing information is now printed:

  • Company Name.

  • Customer information.

  • Ship Zip Code.

  • Comments at the bottom of the report.

  • Grand Total on the last page of the report.