New Articles

  1. User Security Basics

    Pathway:   Setup > System > Role; Division; User This page is intended for System Administrators and anyone who creates/maintains user accounts in their Navusoft application. This article provides an overview of the four key eleme...
  2. Shipment Receipt and Processing (Manifest Consolidation)

    Pathway:  Operations > Manifest Processing > Manifest Consolidation Manifest Consolidation is the process of combining waste material into one manifest for transport to an offsite location where it will be destroyed. This article details ...
  3. User Accounts

    Pathway:   Setup > System > User The User Setup screen manages the setup and activation status of all user accounts. In here, roles and division access can be added and removed from a user's account. This tool provides an option to filte...
  4. Create a Split Order

    Pathway: Accounts > Search > Work Order/Invoice/Reference/PO The following article details how to create split orders. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to th...
  5. Reports (Standard) - Additional Filters Added to Aging Report (14622) [Enhancement]

    Bill Group and Account Class filters have been added to Aging Reports and will also display in the header of the report. Pathway:  Reports > Standard Reports > AR > Aging ...
  6. Request Audit – Screen Modifications and Response Code Filter Added (14003) [Enhancement]

    The following enhancements have been made to the Request Audit screen: Upon entry, the tool will default to display a blank screen. Results will load once selections have been made using the filter drop down options at the top. Addition of '...
  7. Operations (Dispatch) - Service Exception Reason Added to Services List Screen Display (14394) [Enhancement]

    The Services List has been updated to display the service exception reason below the status in the WO Type column. Hover over the exception to view the full reason. Pathway: Operations > Dispatch > Select link from Exceptions column >...
  8. Set Up (Document Format) - Setup Custom Field 1 Updated

    A Custom Field 1 Label has been added for several formats in the Document Format setup tool. Pathway:  Set Up > Document Format > Format  ...
  9. Operations (Dispatch) - 'Resource Planning' View Added (14280) [Enhancement]

    A Resource Planning view has been added to the Services List screen. The following logic applies: Select the green '+' icon to display the Add Labor popup editor. Select an employee from the Employee drop down and enter the Scheduled and Booke...
  10. Accounts - Service History Grid Updated to Display Route Name (14574)

    Previously, Route ID displayed on Service History grid for an account. This has been updated to display the Route Name. Pathway : Accounts > Search > Accounts ...