New Articles

  1. Photos, Attachments & Purchase Orders (Accounts) - Updates to 'Blanket PO Billed To Date' Screen (20299)

    The customer service Blanket Purchase Order Billed To Date popup has been updated: Invoice # column added as the first column. Export to Excel button added to the dialog bar. S earch box added to the dialog bar. Account Speci...
  2. Site Inventory (Accounts) - Updates to Inventory (Site/Yard) (20407)

    To enhance scale performance, updates across multiple inventory screens were applied. Site Inventory Updates The following updates have been made to  Site Inventory > Equipment: The Equipment  column was renamed to Equipment Type .  ...
  3. User Activities (Accounts) - Task Details Not Populating When 0/# or #/0 (20527)

    The issue with the Task details section of the Accounts > User Activities not populating when the Tasks value is either 0/# or #/0 for a given user has been fixed.   When clicking on a Task value of 0/# or #/0, the history of tasks for that u...
  4. Inventory Management (Operations) - Refresh Button Consistently Logs Out User (20628)

    An issue has been resolved on the Inventory Management screen that was causing the user to be logged out when clicking on the Refresh button. Pathway: Operations > Inventory Management ...
  5. Customer Service (Accounts) - Create On Call Order - Do not load order PO with site PO by default (20154)

    Updated logic for the Create On Call Order process so that the on call order PO number is no longer preloaded with the site PO number upon initial create. Pathway:  Customer Service Screen > Calendar Section > [right-click] Create On...
  6. Customer Service (Accounts) - Improve calendar tooltip info for Manual Charges (20298)

    The following data from the  Add/Edit Manual Charge record has been added to the calendar tool tip display for Manual Charges: PO Number Blanket PO Note Null or blank data will not be displayed. Pathway: Customer Service Screen ...
  7. GL Transaction Processing (Accounting) - Errors Only listing wrong (20461)

    The issue with the detailed list of Errors displayed for a selected GL Account showing more results than expected has been resolved. The Errors hyperlink number and the number of errors listed should match. Pathway: Accounting > GL Tr...
  8. Truck (Setup / Operations) - New RFID tag field added for Trucks (20477, 20420, 20753)

    A new RFID (Radio Frequency Identifier) field has been added for inventory management including trucks (internal or 3rd party) and serialized equipment. This allows tracking of trucks and serialized equipment using its associated RFID transponder ...
  9. Release Version ## [Archive] Template

    The release notes in this article correspond to version ##.   Screens and logic may have changed in newer versions. Home Accounts Sales Operations Accounting ...
  10. Inbound / Outbound (Operations) - Ability to Include up to Two Equipment Items Added to Inbound Receiving Tickets (19964)

    The Inbound/Receiving Ticket has been enhanced to allow up to two equipment items. The system logic has also been updated to account for tare weights associated with the selected equipment and automatically include them in weight calculations....