New Articles

  1. Order Processing (Accounts) - Screen Updates to Online On-Call Orders Tab (16040) [Enhancement]

    Created On: 02/09/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The following columns have been added to the Online On-Call Orders screen: Term Estimated Charges Payments Approve Hover over the Approve button to display the ' Approve Release to Dispatch' tool tip. Upon selecting the Approve button for a ...

  2. AR Payment Batch (Accounting) - Logic Update to Bank Account Selection (16261)

    Created On: 02/08/2024 in Release Notes Home Release 72 Accounting - Release 72
    The Bank Account drop down option in Create AR Payment Batch has been revised to restrict accounts to those linked to divisions accessible by the user. Pathway: Accounting > AR Payment Batch ...

  3. Services (Setup) - Service Code and Charge Code Grids Updated to Include Additional Fields (16323) [Enhancement]

    Created On: 02/08/2024 in Release Notes Home Release 72 Setup - Release 72
    Service Code Setup The following fields have been added to the grid section of the Service Code Setup screen: Is Shell Bill Zero Amount Enable Routing Require Frequency Enable Driver Update Enable Account Signa...

  4. Reason Code (Setup) - New 'Capture Competitor' Option Added (16334) [Enhancement]

    Created On: 02/08/2024 in Release Notes Home Release 72 Setup - Release 72
    The 'Capture Competitor' field has been made available to Add Service type reason codes when previously this field was limited to only the End Service type reason codes. Once enabled, a 'Current Competitor' field will display on the Add Active Serv...

  5. Add/Edit Services - Addition of 'Current Competitor' Field (16335)

    Created On: 02/08/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A 'Current  Competitor' field has been added  to the Add Active Service screen for reason codes that have the 'Capture Competitor' option enabled.  Pathway: Accounts > Customer Service Screen > Add Service ...

  6. Accounts (Site Details) - Override Logic Updated if Franchise Fee is 'Yes' (16331) [Enhancement]

    Created On: 02/07/2024 in Release Notes Home Release 72 Accounts - 72 Release
    In both the Site Surcharge Rates and Surcharge Management screens, the override option is disabled when the Franchise Fee is set to 'Yes.' In the Site Surcharge Rate screen, the action icon is hidden, while in Surcharge Management, the hyperlink fo...

  7. Pipeline Summary (Sales) - Sales Rep Filter Not Responding (16279)

    Created On: 02/07/2024 in Release Notes Home Release 72 Sales - Release 72
    The issue preventing the Sales Rep filter from displaying the list of sales representatives for selection has been resolved. Pathway: Sales > Pipelines > Pipeline Summary ...

  8. Operations (Dispatch) - Route Sheet Format 4 Font Size Updated (16007) [Enhancement]

    Created On: 02/07/2024 in Release Notes Home Release 72 Operations - Release 72
    In an attempt to decrease the number of pages, the font size for Access, Note, and Service Note has been reduced, and the format has been adjusted on Route Sheet Format 4. Pathway: Operations > Dispatch ...

  9. NavuNav (IOS) - New Work Type Setting 'Return to Route List' Added (15560) [Enhancement]

    Created On: 02/07/2024 in Release Notes Home Release 72 NavuNav - 72 Release
    A new setting 'Return To Route List On Completion of WO' has been added to the NavuNav Settings tab in Work Type Setup. When set to 'Yes,' completing a stop will return the driver back to the Route List screen. When set to 'No,' the driver applicati...

  10. NavuNav (Android) - Engine Hours Captured on Check In and Check Out (15375) [Enhancement]

    Created On: 02/07/2024 in Release Notes Home Release 72 NavuNav - 72 Release
    An 'Engine Hours' field has been added to both the Check In and Check Out screens of the Android NavuNav application. Information captured here is recorded to the truck in Navusoft. Application: Android ...
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