New Articles

  1. Manifest Consolidation - Void Batch Logic Changes (15582)

    Created On: 08/11/2023 in Release Notes Home Release 69 Operations - 69 Release
    Within Manifest Consolidation, new logic was added to allow voiding of an "Open" or "Ready to Ship" batch if it has no labels and the linked transfer work order has been canceled.   Pathway:  Operations > Manifest Processing > Manifest...

  2. Document Format Type - Inactive Document Types (15622)

    Created On: 08/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been installed to limit the ability to select an inactive document type when creating or updating a proposal or service agreement. Pathway:  Setup > Document Formats > Type ...

  3. Edit Service - Confirmation Window Popup Added (15606) [Enhancement]

    Created On: 08/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    A new Confirmation popup has been added to active services. This popup will be displayed when a user tries to edit a service included in an open rate update batch. To proceed, the user must select either 'Yes' or 'No'. Yes: Opens the edit screen a...

  4. Work Orders - Charge Codes Missing When Work Order is Created from a Proposal or Agreement (15589)

    Created On: 08/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the default charge codes from displaying on the work order when the work order was generated from services originating from a proposal/agreement. ...

  5. Accounting (Setup) - New Setting in Bill Group Setup (15563) [Enhancement]

    Created On: 08/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new 'Enable Automatic Billing Batch Creation' field has been added to the Add/Edit Bill Group screen. If disabled, ('No' is selected) upon completion of a batch, a new batch is automatically created. Pathway: Setup > Accounting > Bill...

  6. Bill Group Setup - Screen Updates (15567) [Enhancement]

    Created On: 08/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    In the 'Add/Edit Bill Group' screen, the field name 'Min Amount To Be Printed' has been updated to 'Minimum Invoice Amount To Be Notified.' Additionally, a new field, 'Minimum Account Balance To Be Notified,' has been added. This new field allows yo...

  7. Dispatch - Route Sheet Format 7 Updated (15600) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    Format 7 in the 'Select Route Sheet' drop down (Dispatch screen), has been modified to include site name and name 2. Pathway:  Operations > Dispatch ...

  8. Standard (AR) Reports - Filter Added to Check Listing Report (15545) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Reports - 69 Release
    The Check Listing report has been enhanced with an added Source filter, specifically designed to filter based on the account source. Pathway: Reports > Standard Reports > AR > Check Listing ...

  9. Payment Batch - Default Payment Type Added (15603) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    A new "Default Payment Type" feature has been added to Payment Batch. By selecting a default payment type, new payments for the batch will default to the type selected. If a default is not selected for the batch, the user must select the type each t...

  10. Accounting - 'Vendor/Rebate Payments' Screen Updates (15577) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The History screen in Vendor/Rebate Payments has been updated with the following: "All" option added to the Division drop down. Division column added.  Pathway: Accounting > Vendor/Rebate Payments ...
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