Release Note - 4.0.88

Enhancement 

• Users are notified when a new version of the product is available, with a link to the Release Notes section to view new features and fixes in the latest release.

• New users receive a welcome upon joining the platform, with a link to the Training Documents section, offering a range of materials to help them understand and navigate the product effectively. 

Reports

• The AP Aging By Account Summary report within the AP group was updated to not take into account records in History.

Equipment

• The Serial # on the Advanced Equipment Search page is now a clickable hyperlink. Users can click on it to open the equipment details in a new tab, improving navigation and accessibility.

• Work Order and Purchase Order numbers within the WIP tab are now clickable hyperlinks. Users can click on them to open the corresponding details in a new tab.

Parts

• Users can now access the Invoice Review page directly from the Sales tab within the Inquiry tab. By double-clicking the Invoice #, users will be taken to the Invoice Review page, if required permission is properly set.

Invoicing

• Users can now receive a prompt when attempting to post a Miscellaneous entry with more than 50 characters in the Misc Description field. The message states: Miscellaneous Charges must have 50 characters or less to post to the GL. Any function that triggers this prompt will be canceled.

• When trying to print the Rental Agreement for a Rental work order users are now prompted with a modal to select which Rental Agreement format they want to use. In addition, all Serial #s setup under the Rental tab will be listed so they can decide whether to print the agreement for all Serial #s or the selected ones. 

  • The printed Rental Agreement can be emailed or printed.

Rental Agreement

• A new system has been implemented under the Administration section to handle Rental Agreement formats.

  • The access to the system is controlled by the permission: Rental Agreement.

  • Users can create as many Rental Agreement formats as they need.

  • For each Rental Agreement, users have the ability to set up the images to be used when printing the agreement, along with the different parameters that can be set up for specific pages using custom position and letter formats. 

  • Users can see the preview of the agreement to make sure the customization is aligned to what they need.

  • Users have the ability to duplicate parameters within the Rental Agreement. This allows for the same parameters to be printed on different pages, each with a customized setup, offering greater flexibility in document formatting.

  • Duplicated parameters can be removed in case they are no longer needed. 

Reports

• The old Rental Agreement report is no longer available.

Issues

Parts

• Manual entry in the Part Group selector has been removed. Users must now select from the available list.

• An issue on the Main Part Search page that prevented users from sorting by the Warehouse column has been addressed.

• Movement records will no longer be deleted when a user deletes the associated Work Order. This ensures that the records remain intact, even if the related work order is deleted.

Print Final Invoice

• The TMHU Export function has been updated due to several issues found:

  • Labor Hours and Part Quantity are now rounded properly.

  • Incorrect segments being printed are no longer displayed.

  • Sales Tax segment order has been fixed for WO Parts and Labor.

Vendor

• The issue that was preventing the user from adding a Vendor that is one digit longer than an existing one has been resolved. Users will no longer see the look-up behavior happening when typing in a Vendor in the Vendor # field.

AR Inquiry

• Disputed invoices will still show in red even if a comment has been added to it. 

Equipment

• Users without the Equipment Administration permission will no longer be incorrectly prompted for it when accessing equipment details from an invoice. 

Journal Entry

• When creating a depreciation setup, the Starting Value and Net Book Value now correctly pull from the GL Cost Value of the entered Serial #.

• The Journal Detail Import function has been updated to avoid setting a value of 0 for parameters that are not specified in the imported file.

• An isolated issue that was preventing users from posting a journal has been resolved.

AP Invoice Entry

• Users can now reference the same PO # across multiple AP Invoices.

• The issue where AP Journals remained locked after an error occurred during the posting action has been addressed. The journals are now released, allowing users to correct the issue and attempt posting again.

Invoicing

• Several fixes have been implemented to prevent duplicate document numbers from being assigned.