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A Default Origin dropdown has been added to the Create Inbound Order screen to streamline capturing the material origin, when the Require Source Location setting in Work Type Setup is set to either Require Material Origin or Optional Ma...
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An issue has been resolved that prevented the Site Search from opening for intercompany sites in Division Setup . Clicking the search icon will now correctly display the Site Search popup window. Pathway: Setup > System > Division ...
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A new 'Collection Type Setup' screen has been added under Setup > Accounting . Collection types created here will populate the Collection Type drop down on the following screens: Edit Account - New field added to the Account tab Custo...
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When assigning a contact as Primary Billing Contact 2, the system was incorrectly saving them as Primary Billing Contact 1. Pathway: Accounts > Customer Service Screen > Contacts ...
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An issue has been resolved that prevented service records from being generated when processing a price decrease through a contract. ...
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Created On: 04/21/2025
in Setup Home Services
A Fuel Rate Index Surcharge is used to adjust pricing in response to fuel cost changes. Typically associated with a published index, such as the EIA (U.S. Energy Information Administration) diesel average, it allows companies to account for market...
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An inconsistency in password length validation between the Enter New Password and Confirm New Password fields has been corrected. Both fields now enforce a maximum length of 100 characters. Pathway: Customer Portal ...
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A new onboard scale type, Loadrite , has been added to the Scale – System drop down menu within Truck Setup. Pathway: Setup > Operations > Truck ...
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Previously, editing a truck from the Site Inventory screen triggered a full refresh of the account and related fields after each save, causing the screen to blink and making it difficult to edit multiple fields within the popup. Logic has been updat...
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A new 'VIP' priority indicator has been added to the Add/Edit Site screen to designate service locations with VIP status. When selected, this indicator will appear on the Customer Service screen, in Dispatch on the Services List, and on the driver...