Articles
Customer Service (Accounts) - Improve calendar tooltip info for Manual Charges (20298)
The following data from the Add/Edit Manual Charge record has been added to the calendar tool tip display for Manual Charges: PO Number Blanket PO Note Null or blank data will not be displayed. Pathway: Customer Service Screen ...
Customer Service (Accounts) - Create On Call Order - Do not load order PO with site PO by default (20154)
Updated logic for the Create On Call Order process so that the on call order PO number is no longer preloaded with the site PO number upon initial create. Pathway: Customer Service Screen > Calendar Section > [right-click] Create On...
User Activities (Accounts) - Task Details Not Populating When 0/# or #/0 (20527)
The issue with the Task details section of the Accounts > User Activities not populating when the Tasks value is either 0/# or #/0 for a given user has been fixed. When clicking on a Task value of 0/# or #/0, the history of tasks for that u...
Photos, Attachments & Purchase Orders (Accounts) - Updates to 'Blanket PO Billed To Date' Screen (20299)
The customer service Blanket Purchase Order Billed To Date popup has been updated: Invoice # column added as the first column. Export to Excel button added to the dialog bar. S earch box added to the dialog bar. Account Speci...
Active Service (Accounts) - Reversal of Future Dated Active Service Not Working (19926)
The issue with not being able to successfully reverse a future-dated service that previously had a route-change applied has been fixed. A future-dated service that had a route changed can be reversed as expected. Pathway: Account...
Orders, Quotes, and Contracts (Accounts) - Email Service Proposal Subject Not Displaying Correctly (20453)
When emailing a Service Proposal, the recipient of the email should see the correct keypath data displayed in the subject area of the received email. This was not displaying correctly and has been fixed. Pathway: Account > Orders, Qu...
Waste Profile Mgmt (Accounts) - Profiles with no material assigned are not displaying (20684)
When creating waste profiles, material type is not required. However, when attempting to view the Waste Profiles in Accounts > Waste Profile Management , the profiles with no material assigned were being excluded from the listing. This issue has ...