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Enhancements to the Service Region Setup screen to restrict the 'Default Online Sales Rep' selection to users with permission 260, 'Assignable as Sales Rep.' Pathway: Setup > Services > Service Region ...
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A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
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Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
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A change has been made to the Add/Edit New Account Template, removing the limitation that restricted Bill Group selection based on the Division. In Bill Group Setup, if the Division field is left blank, the bill group will be universally available...
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Created On: 09/09/2024
in Accounts Home Account Menu
Pathway: Accounts > Search > Accounts
The Account Request tool allows users to create and manage action requests for specific accounts. Once a request is made, it is sent to the Account Request Management tool, where it can be t...
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Logic has been corrected to request types to restrict what is available to only active types. Pathway: Accounts > Search > Accounts ...
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Created On: 09/09/2024
in Accounts Home Account Menu
Pathway: Accounts > Account Menu > Cancellation Request The Cancellation Request screen is used to initiate the cancellation process for an account; however, cancellations must be applied directly to the active service, separate from the...
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An issue has been resolved with the Posting Status Code for Work Order queries that prevented the correct display of status code values. Pathway: Database > Database Query ...
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An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...
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Setup Screen Changes In the System Options Setup screen, a new field called 'Enable Limit Materials to LOB' has been added under the Operations tab. When this option is enabled, a Line of Business tab will display on the Material Type Setup s...