New Articles

  1. Division/Service Region/Permissions (Setup) - Updates to ERP Fields (18205)

    ERP-related changes have been applied to the following system screens: Permissions A new permission, 478 (Edit Account SAP ID) , has been added to the Accounts module. This permission allows users to edit the ERP ID field on the Edit Account ...
  2. Search (Accounts) - Ability to Search Work Orders on PO Number Added (18106)

    The ability to search Work Orders by PO Number has been added to the Work Order search type. A PO Number column has also been included in the Search Results screen for reference. Pathway: Accounts > Search > Work Order  ...
  3. AR History (Accounts) - Error Message Displays When Attempting to Process a Write-Off (18111)

    An issue has been resolved that caused an error message to appear when a user attempted to process a write-off in AR History. Pathway: Customer Service Screen > AR History ...
  4. Notification History (Database) - Email Notifications Remain in 'Sending' Delivery Status (18128)

    An issue has been resolved that prevented the delivery status from updating from 'Sending' to 'Delivered' after an email was successfully sent. Pathway:  Database > Notification History and Block List ...
  5. Update Route (Setup / Operations) - Default Truck Not Showing in Update Route (18239)

    An issue has been resolved that caused the default truck to display inconsistently between Route Setup  and Edit Route Record . Pathway: Setup > Operations > Route ...
  6. GL Segmentation (Setup / Accounting) - Added Support for Division Cost Center Segment (18325)

    To support for division cost center segment, the following settings have been added: 'Division Cost Center' has been added to Add/Update Division. 'Division Cost Center' was added to the Revenue segments 1 through 4 (Length of 8) in GL Segment...
  7. AR Payment Batch (Accounting) - Enhancements to AR Payment Batch (18336) [New Feature]

    The following enhancements have been applied to AR Payment Batch: Control Total  A new optional 'Control Total' field has been added to Create Payment Batch as a built-in checks-and-balances feature to help prevent data entry errors and ensure...
  8. Route Management (Operations) - Logic Updated to Nearby Pins on Map (18352)

    On the Current tab in Route Management, double-clicking a site to display its location on the map previously failed to show nearby location pins. This has been resolved. Pathway: Operations > Route Management - Current [tab] ...
  9. Task Type (Setup/Account) - Logic and Naming Updated to 'Assign to Default' Column (18353)

    On the Task Type Setup screen, the second Assign to Default column has been renamed to Assign to Specific User . Additionally, the logic has been updated so that if any option other than Specific User is selected in the Assign to Default colu...
  10. Disposal Records (Database Query) - Logic Updated for Truck Name to Display (18392)

    An issue has been resolved that prevented the display of Truck Name for the Disposal Records query. Truck Name is displayed for disposal tickets with an assigned truck.  Pathway: Database > Database Query ...