New Articles

  1. Disposal Location Setup - Field Added to Add Disposal Rate (15135) [Enhancement]

    Created On: 05/24/2023 in Release Notes Home Release 69 Setup - 69 Release
    In   Disposal / Ship Location Setup , if the location's Ownership field is set to 'Internal', a new field 'Rate For Internal Trucks' will display on Add Disposal Rate.  Pathway:  Setup > Operations > Disposal/Ship Location  ...

  2. Create and Send a Service Contract

    Created On: 05/24/2023 in Sales Home Proposals and Contracts
    Pathway:  Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provider ...

  3. Service Record - New Columns Added to Payment Tab (15279)

    Created On: 05/23/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following columns have been added to the Payments tab in the service record:  Batch# Batch Date Status Pathway:  Accounts > Search Work Order > Payments Tab ...

  4. Driver App iPad - Disposal Ticket List Not Automatically Refreshing (14572)

    Created On: 05/23/2023 in Release Notes Home Release 69 Driver App - 69 Release IPad
    The driver app's problem with refreshing the disposal ticket list after adding a new record has been fixed. Drivers can now view the updated list without having to close and reopen the screen. This issue was limited to the iPad version. Path...

  5. Work Order - PO Number Not Appearing in Work Order Details (14116)

    Created On: 05/22/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The issue of the PO number not appearing in Core on the service record after entering it in NavuNav during customer signature has been resolved. This issue was specific to the iPad version.   Pathway:  NavuNav (driver tablet);  Account...

  6. Proposals - History Tab to Display Status Changes (14585)

    Created On: 05/22/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The "Edit Proposal" has been updated to include all status changes for the proposal document in the History tab. This allows tracking of any status changes from the creation of the proposal through customer receipt. Pathway:  Accounts > ...

  7. Customer Portal - Manifest Printing (15177)

    Created On: 05/19/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Manifest printing from the Customer Portal was reverted back to prior logic to allow printing for scheduled and completed stops. Previously, customer's could only print if the manifest was billed. Pathway:  Customer Portal ...

  8. AR History - Email Receipt (15261)

    Created On: 05/18/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, email payment   receipts and   refund  receipts in   AR History were labeled as ' Credit Card Receipt Email ', regardless of the actual transaction type. This has been renamed to 'Email Receipt'. Pathway:  Accounts > ...

  9. Accounts - Logic Updated for Posted/Billed Service Records (15222)

    Created On: 05/18/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Edit logic has been updated to Service Record Details for service records in a posted or billed status. If the posting status is 'Posted' or the work order billed, the following applies: All fields are disabled for edits Service Record Charge...

  10. Customer Portal - Account Sort Order Updated (14903) [Enhancement]

    Created On: 05/17/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    Account sorting logic has been updated for all account drop down lists in the Customer Portal to sort by Account ID. Pathway:  Customer Portal  ...
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