New Articles

  1. AR Batch Report (Accounting) - Report Logic Updated to Include Accounts with Collection Status (18301)

    Created On: 05/28/2025 in Release Notes Home Release 75 Accounting - Release 75
    The logic for the AR Batch Report, available when reviewing a payment batch, has been updated to include accounts with a collection status. Pathway:  Accounting > AR Payment Batch  ...

  2. Truck (Setup) - 'Mark Inactive' Button Slow to Respond (16756)

    Created On: 05/28/2025 in Release Notes Home Release 75 Setup - Release 75
    The Confirmation popup that appears after selecting 'Mark Inactive' for a truck was previously delayed. The processing logic has been updated to show the popup immediately. Pathway: Setup > Operations > Truck ...

  3. Service Records (Accounts) - Display of Service ID (18508)

    Created On: 05/22/2025 in Release Notes Home Release 75 Sales - Release 75 Operations - Release 75
    The logic for the Service Record has been updated to ensure the full Service ID is displayed alongside service codes with longer names. Previously, the Service ID was not shown when the service name was too long. Pathway: Search > Work ...

  4. Export and Import - Route Management

    Created On: 05/21/2025 in Operations Home Route Management
    Pathway:   Operations > Route Management (Current tab) Use the Export and Import feature to modify routes externally, then import them back into Route Management to post the routing changes in the system.  Permissions The f...

  5. Disposal Activity (Operations) - Logic Updated for Disposal Records and LOB Assignment (18146)

    Created On: 05/20/2025 in Release Notes Home Release 75 Sales - Release 75 Operations - Release 75
    An issue has been resolved where disposal records entered for a route were not appearing in the Disposal Activity screen under the Line of Business (LOB) assigned to that route. Pathway:  Operations > Disposal Activity ...

  6. 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...

  7. 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 ...

  8. 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 ...

  9. 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 ...

  10. 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  ...
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