New Articles

  1. Orders, Quotes and Contracts - Logic Updated for Validation of Discounted Rates (16793)

    Created On: 05/13/2024 in Release Notes Home Release 73 Accounts - Release 73
    The logic for discount calculation has been corrected for proposals/contracts with 'Pre-Authorization' set to "Required for Rates Below Max. Discount" in the Add/Edit Document Type setup. Validation is also based on the what was entered in the Max D...

  2. Route Management - Sort Functionality Added to Start Date (16795) [Enhancement]

    Created On: 05/10/2024 in Release Notes Home Release 73 Operations - 73 Release
    Sorting logic has been implemented for the Start Date column in the Pending tab of the Route Management screen. Pathway: Operations > Route Management ...

  3. AR Aging Managment - Account Class Filter Updated (16721) [Enhancement]

    Created On: 05/10/2024 in Release Notes Home Release 73 Accounting - Release 73
    The Account Class filter in AR Aging Management has been enhanced to offer users the flexibility of selecting multiple account classes. Pathway: Accounting > AR Aging Management ...

  4. Active Dispatch (Operations) - Screen Enhancements (16188, 16621) [Enhancement]

    Created On: 05/10/2024 in Release Notes Home Release 73 Operations - 73 Release
    The following screen improvements have been applied to the Active Dispatch screen: A Filter Equipment option has been added to further filter the Unassigned Work column. The stop's sequence number displays inside the location pin (only for route...

  5. Account Request Type/Account Request Management - Department Field Added and Field Name Change (16681) [Enhancement]

    Created On: 05/10/2024 in Release Notes Home Release 73 Setup - 73 Release
    The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen: Account Request Type  The following changes have been applied in   Account Request Type Setup screen:  'Assign to Default'...

  6. Route Dispatch Map (Operations) - Truck's Last Known Location Not Displaying on Map (16725)

    Created On: 05/09/2024 in Release Notes Home Release 73 Operations - 73 Release
    An issue has been resolved that prevented a truck's last known location from being displayed on the Route Dispatch Map. Pathway:  Operations > Dispatch  ...

  7. GL Transaction Processing - Screen Stuck on 'Loading' When 'Fix Errors' is Selected (16717)

    Created On: 05/09/2024 in Release Notes Home Release 73 Accounting - Release 73
    Previously, when selecting 'Fix Errors' within the GL Transaction Processing screen, the interface would become stuck on 'Loading,' preventing the errors from being fixed. This issue has been resolved. Pathway:  Accounting > GL T...

  8. Accounts - Disposal / Ship 'Quantity' Not Matching Charges 'Gross Quantity' (16716)

    Created On: 05/09/2024 in Release Notes Home Release 73 Accounts - Release 73
    In the Service Record, the discrepancy between the value shown in the 'Gross Quantity' field in the Charges tab and what was input in the 'Quantity' field in the Disposal / Ship tab has been resolved.   Pathway:  Accounts > Serv...

  9. Sales Results Net New (Reports) - Site Counts Added to the Controllable and Non Controllable Columns (16706) [Enhancement]

    Created On: 05/07/2024 in Release Notes Home Release 73 Reports - 73 Release
    An enhancement has been made to add total site counts under the Controllable and Non Controllable column in the Sales Result Net New screen. Pathway:  Reports > Analysis > Sales Results Net New  ...

  10. Orders, Quotes and Contracts (Accounts) - Map Not Loading if Change to Site Selection (16546)

    Created On: 05/07/2024 in Release Notes Home Release 73 Accounts - Release 73
    The issue that prevented the map from loading the location when the site selection was changed on the Add Service screen for quotes and proposals has been resolved. Pathway:  Accounts > Orders, Quotes and Contracts ...
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