New Articles

  1. Disposal/Ship Location Setup - Search Filter Added to Material Type Tab (16217) [Enhancement]

    Created On: 01/26/2024 in Release Notes Home Release 72 Setup - Release 72
    The Disposal/Ship Location Setup screen has been improved by adding a search filter within the Material Type tab. Pathway:  Setup > Operations > Disposal/Ship Location ...

  2. Reason Code Setup - 'Invoice Adjustment' Reason Code Type Updated (16258)

    Created On: 01/25/2024 in Release Notes Home Release 72 Setup - Release 72
    The 'Invoice Adjustment' reason code type has been modified, and the GL Account drop-down field is no longer included. Pathway: Setup > System > Reason Code > Add Reason Code Related Articles: Reason Code Setup ...

  3. Tax Region - Add/Edit Tax Rate Enhancements (16234) [Enhancement]

    Created On: 01/24/2024 in Release Notes Home Release 72 Setup - Release 72
    The following enhancements have been made to the Add/Edit Tax Rate editor: The name of the editor has changed from 'Tax Region Taxes' to  'Add / Edit Tax Region.' The 'Tax Type' has been added to display at the end of the taxes listed in the drop...

  4. Accounts - Inbound/Outbound Work Order Status Not Updating Posting Status (16241)

    Created On: 01/24/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway:  Accounts > Search > Ac...

  5. Reason Code Setup

    Created On: 01/24/2024 in Setup Home System
    Pathway:  Setup > System > Reason Code The Reason Code Setup screen includes the reason codes used in different areas of the product to identify the purpose of an action. For instance, reason codes are used for on-call orders to identify wh...

  6. Accounts - 0% Recognized As Exact Match By Tax Verification (16232)

    Created On: 01/24/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Previously, the tax verification process did not acknowledge taxes with a 0% tax rate and showed them as missing in the Tax Results screen. Logic has been updated to recognize the 0% tax rate as an "Exact" match.  Pathway:  Accou...

  7. Tax Region Map - Data Not Loading on Screen (16263)

    Created On: 01/24/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An issue has been resolved that was preventing data from loading in the Tax Region Map screen.  Pathway:  Accounts > Tax Region Map ...

  8. Operations (Setup) - Disposal / Ship Location Automatic Transfer Work Order Issue Resolved (16171)

    Created On: 01/23/2024 in Release Notes Home Release 72 Setup - Release 72
    The issue preventing the selected transfer site from loading in the Automatic Transfer Work Order section of the Disposal / Ship Location screen has been resolved. Pathway:  Setup > Operations > Disposal / Ship Location ...

  9. Scale Ticket Format 1 - '0' Gross Quantity Logic Update (16249)

    Created On: 01/23/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...

  10. Accounts - Credit Card Receipt Includes Link To Invoice (16145) [Enhancement]

    Created On: 01/23/2024 in Release Notes Home Release 72 Accounts - 72 Release
    An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s). Pathway:  Accounts > Search > Accounts  ...
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