New Articles

  1. Operations (Service Records) - Added Disposal Cost and Profit Fields (14322)[Enhancement]

    New fields for Disposal Cost and Estimated Profit have been added to the Service Record in the Completion Data tab. Pathway:  Accounts > (Search Account) > Service History (Account Details screen) > Select WO ...
  2. Accounting (Vendor/Rebate Payments) - Create AP Check Batch (14255) [Enhancement]

    To create a new check batch, select the green '+' icon. Upon completing the required fields and selecting 'Create Batch', one batch will be created for each Type and include anything not included in a previous batch. Pathway:   Acc...
  3. Billing – Duplicate Scheduled Batches Created (14268)

    Previously, multiple billing batches were created for the same Division, Bill Group and Date Range when creating a single invoice and off-scheduled billing. This has been fixed. Pathway: Accounting > Billing ...
  4. Accounts- Record Count Not Displaying for Service History (14480)

    An issue was preventing the record count from displaying for an account's Service History. This has been resolved. Pathway: Accounts > Search > Account: Service History (Section) ...
  5. Accounting - AP/Vendor Payment Enhancements (14242) [Enhancement]

    The following tools have been updated to support AP/Vendor Payments. Accounts - Add/Edit Account Vendor Invoice Management Vendor/Rebate Payments Accounts - Add/Edit Account Rebate Payment Type was renamed to Default Payment Method...
  6. Set Up - 'WO New Status' Column Added to Reason Code Setup - (14367)[Enhancement]

    A 'WO New Status' column has been added to the Reason Code Setup screen for NavuNav processing of stops. When a Reason Code is selected by the driver for a Service Exception, it will move the stop to the Exceptions column in Dispatch and update the ...
  7. Setup (Accounting) - Change Days For Past Due Notifications - (14486)

    Previously, entries made to the Days field for Past Due Notifications Templates  1 through 4 were not saving. This has been fixed. Pathway: Set Up > Accounting > Bill Group > Update Bill Group ...
  8. Dispatch - Field Location Changes in Edit Service Record Screen (14190) [Enhancement]

    The following changes have been made to the Edit Service Record screen in Dispatch: Details for rescheduled services display below the Scheduled Date and Route fields. Previously, this information displayed in the Details tab. PO Number, Exter...
  9. Setup (Bill Group) - Custom Fields Added to Bill Group Setup (14178) [Enhancement]

    Two new fields, Custom 1 and Custom 2 have been added to the Add and Edit screens for Bill Groups for use in custom invoice formatting. Pathway: Setup > Accounting > Bill Group ...
  10. Opertions (Resource Calendar) - *New* Resource Calendar Available (14386, 14372, 14374, 14485) [Enhancement]

    A new Resource Calendar tool has been released in the Operations module under Resource Scheduling. This tool provides dispatch with a high level view of worker availability, route assignment conflicts and displays the current status of a route. Filt...