New Articles

  1. Broker Account Permissions (Setup) - New Permissions Added for Broker Accounts and Updates to Site Division Access (18051)

    Created On: 05/20/2025 in Release Notes Home Release 75 Setup - Release 75
    Broker Permissions Four new broker permissions have been added to the Accounts module: Permission Description Add Site to Broker Account (474) Displays the Site, Clone Site, and Split Site into New Account menu items for acc...

  2. Database Query (Database) - Update to Active Services Query (18476)

    Created On: 05/20/2025 in Release Notes Home Release 75 Database - Release 75
    The following field options have been added to the Active Services entity in the Database Query tool: Equipment Size Rate Per Yard Pathway: Database > Database Query ...

  3. Send Bulk Emails (Database) - Filtering Only Pulled Site Level Contacts (18165)

    Created On: 05/20/2025 in Release Notes Home Release 75 Database - Release 75
    An issue has been resolved in which account-level contacts were not included in the Customer Information entity filter on the Bulk Email screen. Pathway: Database > Send Bulk Emails ...

  4. Division/Service Region/Permissions (Setup) - Updates to ERP Fields (18205)

    Created On: 05/15/2025 in Release Notes Home Release 75 Setup - Release 75
    ERP-related changes have been applied to the following system screens: Permissions A new permission, 478 (Edit Account SAP ID) , has been added to the Accounts module. This permission allows users to edit the ERP ID field on the Edit Account ...

  5. Search (Accounts) - Ability to Search Work Orders on PO Number Added (18106)

    Created On: 05/15/2025 in Release Notes Home Release 75 Setup - Release 75
    The ability to search Work Orders by PO Number has been added to the Work Order search type. A PO Number column has also been included in the Search Results screen for reference. Pathway: Accounts > Search > Work Order  ...

  6. AR History (Accounts) - Error Message Displays When Attempting to Process a Write-Off (18111)

    Created On: 05/14/2025 in Release Notes Home Release 75 Accounts - Release 75
    An issue has been resolved that caused an error message to appear when a user attempted to process a write-off in AR History. Pathway: Customer Service Screen > AR History ...

  7. Notification History (Database) - Email Notifications Remain in 'Sending' Delivery Status (18128)

    Created On: 05/14/2025 in Release Notes Home Release 75 Database - Release 75
    An issue has been resolved that prevented the delivery status from updating from 'Sending' to 'Delivered' after an email was successfully sent. Pathway:  Database > Notification History and Block List ...

  8. Update Route (Setup / Operations) - Default Truck Not Showing in Update Route (18239)

    Created On: 05/14/2025 in Release Notes Home Release 75 Setup - Release 75
    An issue has been resolved that caused the default truck to display inconsistently between Route Setup  and Edit Route Record . Pathway: Setup > Operations > Route ...

  9. GL Segmentation (Setup / Accounting) - Added Support for Division Cost Center Segment (18325)

    Created On: 05/14/2025 in Release Notes Home Release 75 Setup - Release 75
    To support for division cost center segment, the following settings have been added: 'Division Cost Center' has been added to Add/Update Division. 'Division Cost Center' was added to the Revenue segments 1 through 4 (Length of 8) in GL Segment...

  10. AR Payment Batch (Accounting) - Enhancements to AR Payment Batch (18336) [New Feature]

    Created On: 05/14/2025 in Release Notes Home Release 75 Accounting - Release 75
    The following enhancements have been applied to AR Payment Batch: Control Total  A new optional 'Control Total' field has been added to Create Payment Batch as a built-in checks-and-balances feature to help prevent data entry errors and ensure...
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