New Articles

  1. AR History (Accounts) -Default 'Save As' for Invoice Downloads Changed (16662) [Enhancement]

    An enhancement has been applied when downloading invoice files: the default 'Save As' title will now start with the division name, followed by the invoice ID. Pathway:  Accounts > Search > Accounts ...
  2. UN Hazardous Material Setup (*NEW* Setup > Operations) - New Screen and New Column Added to Material Type Setup Screen (16460) [Enhancement]

    A new UN Hazardous Material Setup screen has been added under Setup > Operations. The information entered into the UN Hazardous Material Setup screen is utilized to populate the drop down fields in the new UN Hazardous Material column within the M...
  3. Truck Setup (Site Inventory)- Logic Updated to "Mark Inactive" in Edit Truck Screen (16647)

    The logic for marking a truck inactive has been updated to consider the truck's usage history and its assignment as a default truck for a route. These factors determine the prompts the user will see after selecting the "Mark Inactive" button. This...
  4. AR History - Account Statements To Use Bill Remit Address (16660) [Enhancement]

    The address used for account statements has been updated to utilize the Bill Remit Address from Division Setup rather than the Legal Address. Pathway: Accounts > Search > Accounts ...
  5. Dispatch - Updates to Route Sheet Format 2 (16656)

    Logic has been updated to the Scheduled Volume summary at the top of Route Sheet Format 2 to use the truck's volume capacity UOM.  Pathway:  Operations > Dispatch ...
  6. Customer Portal - Prospect Accounts No Longer Display In Customer Portal (16596) [Enhancement]

    An enhancement has been made to the Customer Portal, removing the display of 'prospect' accounts. Pathway:   Customer Portal ...
  7. Customer Portal - Display Exception Next To Work Order Status (16544) [Enhancement]

    An enhancement has been made to the display of the work order's status in the Customer Portal, now including the name of the exception reason, if one exists. Pathway:  Customer Portal ...
  8. Active Dispatch - Disposal Locations Not Displaying on Map (16542)

    An issue has been resolved that prevented the disposal locations from displaying on the Active Dispatch map.  Pathway:  Operations > Active Dispatch ...
  9. Sales Results Net New - Sales Result Details Screen Fixed to Match Totals Listed (16584)

    Previously, an error occurred with the records in Sales Results Details not matching the total listed on the Sales Results Net New screen. This issue has been resolved. Pathway:  Reports > Analysis > Sales Results Net New ...
  10. Invoice Adjustment Pending Approval and History - Logic Updated to the Recalculation of Taxes and Surcharges (16550) [Enhancement]

    An enhanc ement has been made to the Invoice Adjustment screen to recalculate the taxes and surcharges and when a credit is applied to the parent charge. Pathway:  Accounting > Invoice Adjustment Pending Approval and History ...