Release Notes 4.0.97

Enhancements

• Multiple improvements have been implemented across the product to reduce the likelihood of timeouts and enhance overall system stability.

• Concurrency actions have been implemented to address issues where users attempt to assign a Van/Mech in Dispatch for an order that is simultaneously being updated by another user in Invoicing. 

User Management

• The User Maximum Count setting under the Host Mode has been updated to include only active users across all user types, including the internal admin user. Additionally, the issue with the prompt shown when attempting to update a user in a tenant that has reached its maximum user limit has been resolved.

• The validation of unique email addresses will be conducted exclusively for active users. This measure facilitates the reuse of existing email accounts set in inactive users. 

Document Center

• Some improvements have been made to the Rental tab to minimize CPU consumption and extend request time.

Equipment

• A new parameter for the Battery/Chargers unit type has been introduced, enabling users to specify the Year. The previously existing Age parameter has been modified to be automatically calculated based on the Year value provided.

Dispatch

• Users now have a new sorting option available in the Work Complete, Paper Work Done, and All tabs: Completed Date. By selecting Sort By Completed Date, users will observe the grid arranged in chronological order, with the oldest at the top and the newest at the bottom. 

Invoicing

• The logic for crediting/debiting to the GL after receiving BO Parts has been updated to debit the Inventory Account and credit the WIP Account. The Reverse function was also updated to follow the new accounting logic when Accrue WIP Entries is turned on in the Company Page. 

• The way Unit # is pulled up in the Invoice Creation and in the Service 1 tab for the Invoice Detail has been changed.

  • After typing in a Unit #, users will have the ability to search by the Ship To Customer on the order upon clicking on the first magnifying glass option.

    • If only one match is found for the Ship To Customer then the Unit # details will be populated with the corresponding information (Serial #, Invoice History, Open Documents, rest of the details of the unit handled in Service 1 tab).

    • If multiple Unit # matches are found then the user will be prompted the Unit Selection modal to allow the user to choose and return to the Invoicing Page.

  • By clicking on the second magnifying glass option, then the search will be made by All Customers.

    • Regardless if only one or multiple Unit #s are found then users will be prompted with the Unit Selection modal to allow the user to choose and return to the Invoicing Page.

• From the Invoice Creation or Service 1 tab, users will always have the “Add” button enabled for Unit and Serial # creation. Validations have been implemented to ensure that users provide the necessary data or non-existing Serial #s before attempting to add units.

Reports

• The Parts Inventory Obsolete report within the Parts group has been upgraded to the latest updates from 3.0.

Issues Resolved

Purchase Order

• The “Recv” button in the Equipment tab has been modified to prevent double-clicking. This adjustment will rectify the issue of double posting to the GL. 

Department

• The reported issue where Accounts parameters were not saved upon executing a Save action has been resolved.

Invoicing

• The incorrect Flat Rate addition in PM orders that caused an imbalance has been corrected.

Invoice Change

• The internal server error users were facing when searching for Invoice # has been corrected.