[Archive] Release Version 67

Modules and notification icons have been reorganized to display as follows:

1. The Dashboard module has been relocated to display under the Reports module.

2. Notification icons specific to a user's system have been moved to the left side of the screen. These include: Account Request, Tasks, Appointments, Cancellations, Snoozed Alerts, and Recent Activity.

Pathway: Home Page

Previously, an issue was occurring when using the Edit Service Record tool switching between Parent and Child Work Orders. The issue has been fixed so now when the child work order  is opened the parent closes and when the parent work order is opened the child closes.

Pathway: Accounts > Search > Account 

Core and Account Portal logic has been updated to display the Division email as the 'From' address for credit card payment receipts and decline emails. 

Pathway: Accounts; Portal Payments

Previously, if a Service Code had Default Destination enabled, the Destination/Origin field in the 'Create On Call Order' screen was required in order to save. Logic has been updated to remove the requirement and also allow for editing or clearing of the default destination on the Service Detail screen.

Pathway: Accounts > Search > Add On Call Order

Logic updates have been made to how Email and Text messages display on the calendar. Previously, there was a difference in how emails displayed when viewing the calendar in grid view vs list view. In addition, if an email/text fails to send a status indicator has been added to the display. Hover over the status to display the reason for the failure in the tool tip popup. In the example below, the email icon displays red to indicate the email failed to send.

Pathway: Accounts > Account Calendar

An option to Enable Estimates Tracking has been added to Service Code setup. When the Enable Estimates Tracking field is set to 'Yes', an Estimated vs. Actual tab displays for Proposals.

Pathway: Accounts > (Select Account) > (Select Proposal to Edit Proposal)

Functionality has been added to Manual Charges for uploaded Attachments. The option 'Include With Invoice' is now available and will append the attachment to the invoice if selected. In addition, when an attachment has been added, a paperclip icon displays on the date selected for the Manual Charge. Hover over the icon to preview the attachment, or select it to open and view.

Supported File Formats: PDF, JPG, PNG

Pathway: Accounts > Search > Account 

To create a new check batch, select the green '+' icon. Upon completing the required fields and selecting 'Create Batch', one batch will be created for each Type and include anything not included in a previous batch.

Pathway: Accounting > Vendor/Rebate Payments - Create Check Batch

An enhancement has been made to Lock Box Import Format 3. If an imported record has a letter in the account ID field (1st column), the import will match on the account's old ID. Otherwise matches on the Navusoft Account ID. If the imported record has a letter in the invoice field (column 2), it will match on the imported AR ID, otherwise matches on the Navusoft Invoice ID.

Pathway: Accounting > AR Payment Batch

To create a new check batch, select the green '+' icon. Upon completing the required fields and selecting 'Create Batch', one batch will be created for each Type and include anything not included in a previous batch.

Pathway: Accounting > Vendor/Rebate Payments - Create Check Batch

The In Process and History tabs of the Vendor/Rebate Payments tool have been updated with the following enhancements:

In Process Tab

1. A Select All check box was added to the Vendor selection in the bottom grid.

2. An editable Processing Fee field was added to the vendor rows.

3. A Search box was added to both sections of the In Process screen.

History Tab

1. A Search box has been added to search the History tab.

Pathway: Accounting > Vendor/Rebate Payments

The following modifications have been made to GL Batch Processing:

• GL Batch Processing has been renamed to GL Transaction Processing.

• The AR Period filter has been relocated to display above the screen tabs and will display "Closed" or "Partially Closed" next to the period selections in the drop down.

  • Closed displays next to a period when all divisions are closed.

  • Partially Closed display next to a period when one or more (not all) divisions are closed.

• Setup for GL accounts is now reviewed when GL Transaction Processing screen is opened. The Setup Errors will show missing accounts or bad setup that can be reviewed to make necessary changes.

• An Errors column has been added to display an error count and Fix Errors option for transaction batches. These errors are based on current setup. Before selecting 'Fix Errors', review the Setup Errors first. Otherwise, if setup is correct and expected GL changes are correct, the Fix Errors can be used.

• Batches with errors are not able to be included in GL processing.

Pathway: Accounting > GL Transaction Processing

Logic has been updated to prevent a 'Billing Off Scheduled' batch from being created after completing a vendor batch.

Pathway: Accounting > Billing

An enhancement has been made to only allow one bill batch per Bill Group to be posted at a time.

Pathway: Accounting > AR Payment Batch

On the Vendor Invoice screen, a change has been made to disable the ability to update the status of an invoice once the status has been changed to Paid. An error message displays if a user attempts to change it.

Pathway: Accounting > Vendor Invoice Management 

The default setting for the Due Date From and Due Date To fields on the Vendor Invoice Management screen has been updated to display blank. 

Pathway: Accounting > Vendor Invoice Management

A new Resource Calendar tool has been released in the Operations module under Resource Scheduling. This tool provides dispatch with a high level view of worker availability, route assignment conflicts and displays the current status of a route. Filtering options are located along the top of the screen to limit what displays along with a calendar navigation tool to view current, past and future weeks (current week displays by default).

This tool requires permission 440 (Resource Scheduling) to view and edit. Additional permission setup requirements are outlined in the Logic section of the Resource Calendar article linked below.

Worker Grid

The Worker section displays each worker's availability and capabilities (the line of business they service) based on what was established in Worker Availability and Capability AND any Availability Exceptions added in the Worker Calendar. On a day the worker is considered available, the cell will display white and the time frame of availability will populate in blue font. Gray cells indicate the worker is not available and red cells indicate the worker has an availability exception (example: sick on a day they are considered available).

On Screen Functionality (Worker):

• Select a the worker's name to access their Worker Calendar.

• Right click within a cell to add an Availability Exception for a worker.

• Select a route to open the Edit Route Record popup editor and assign the route to another available resource.

Pathway: Operations > Resource Scheduling > Resource Calendar

Articles:  Resource Calendar; Worker Availability and Capability

The Worker Calendar has been updated to display the note added in the Worker Availability Exception upon hovering over the exception in the calendar.

Add a Worker Availability Exception:

1. Click on the + icon to open tool.

2. Select the Type of worker availability exception.

3. Select a Start Date the exception will begin.

4. Select an End Date the exception will end.

5. Add a Note with details or a summary of the exception. Hover over the exception in the calendar to display the note.

6. Select Save to apply.

Worker Name Display Updated to Reflect Availability Exception (14222)

In Dispatch, if a worker has an Availability Exception, their name will display in red font followed by the exception type in parenthesis. Availability Exceptions are only indicators of a worker's availability and do not prevent a worker from being assigned to a route.

Pathway: Operations > Dispatch > (Select Drivers Name)

The following functionality updates have been added to the Worker Calendar:

• New right click functionality has been added to the Worker Calendar with a single 'Add Availability Exception' option. When the exception includes a note, the note will display on the calendar after the exception type. Hover over the note to view it in full. Exceptions display as a hyperlink and will open the 'Edit Worker Availability Exception' when selected.

• An 'Edit Schedule and Capabilities' link has been added above the calendar display in the Worker Calendar. When selected, the Worker Availability and Capability screen will open. After edits are made to the worker's availability/capability, use the Back button located in the Index to return to the Worker Calendar. Upon return, the calendar will update reflecting the recent change.

The Worker Calendar is accessible through Operations > Dispatch tools and the new Operations > Resource Scheduling tools.

Pathway: Operations > Resource Scheduling > Worker Availability and Capability - Select worker's name to open Worker Calendar; Operations > Dispatch - Select worker's name to open Worker Calendar

A new Worker Availability and Capability tool is available in the Operations module. The Worker Availability and Capability tool is used to establish daily time frames a worker is available to be assigned to a route and identify what a workers capabilities are (Residential, Roll Off, Front End Load and etc.). Once an availability record has been created for a worker, it does not need to be updated unless the worker's availability, or capabilities have changed. Times added here will translate across to other tools such as Dispatch and the Resource Calendar.

Edit an Existing Record

If the days and times do not correctly reflect a workers availability, double click within the row of the worker to open the Edit Worker Availability popup editor and apply changes. Workers may have more than one record if they have different availability for Odd/Even weeks or if they have a history of end dated availability.

Worker Availability in Dispatch (14223)

The Dispatch tool reflects worker availability by displaying an unavailable worker's name in red followed by (Not Available). This is only an indicator of a worker's availability and does not prevent an unavailable worker from being assigned to a route.

Worker Availability in Resource Calendar

The Resource Calendar provides a high-level view of worker resources, current route status and worker availability exceptions. In addition, this tool also includes functionality to edit route records and worker availability exceptions.

Pathway: Operations > Resource Scheduling > Worker Availability and Capability; Operations > Resource Calendar

The Labor tab uses the following logic to populate technicians:

• Technicians who are Active display.

• Technicians assigned permission 313 (Permission to be assigned as a crew member or labor/technician) display.

• Technicians who have access to the same division as the service record display.

• Technicians who are inactive, but had previously assigned recorded hours display.

• If the technician has an availability exception, it will display after the technician's name and title. The name, title and the exception will display red.

The following changes have been made to the Dispatch and Customer Service History tools:

1. A view selection has been has been added to the Customer Service History section of the Accounts screen. Selection options here are similar to what is available in Dispatch.

2. Billing 2 has been removed as a view option in Dispatch and a Recurring Revenue column was added to the Billing view.

3. The 'PO Number' column has been removed from the Dispatch and Customer Service History views and replaced with a 'PO / Blanket PO' column.

Pathway: Operations > Dispatch

An update was made to the Route Labor Summary tool available in Dispatch ( 'Crews' grid view) to allow editing of the Scheduled Hours and Actual Hours fields.

Pathway: Operations > Dispatch 

An 'Include Ticket Image With Invoice' checkbox has been added to both the Add and Edit Disposal/Ship Record screens. Select the check box and the image will be included on the invoice. This applies to single invoices only and may not be supported with all invoice formats.

Supported File Formats: JPG, PNG and PDF

Pathway: Operations > Dispatch

The Labels tab in the Service Record has been updated to support multiple batch consolidation transfers. Batch 1, Batch 2 and Batch 3 columns were added to record up to three batch transfers. The Batch ID of the Manifest Consolidation batch displays when a transfer exists. Hover over the ID to view batch details.

The employee name field in the Labor tab has been updated to include the employee's title following their name.

Pathway: Operations > Dispatch

The following improvements have been applied to the Manifest Consolidation Batch screen:

1. Charge Code column added
2. Material column added
3. Pick Up Date column added
4. Scanned time formatting has been updated and the Scanned By name displays below

Pathway: Operations > Manifest Processing > Manifest Consolidation: Manifest Consolidation Batch

The Route Management screens have been improved to support servicing schedules that follow a service timeline of every 'X' days.

Pathway: Operations > Route Management > Pending & Current Tabs

A new feature, 'Target Usage' has been added to the Disposal / Ship Location screen to create a utilization target for a disposal location that can then be tracked in the 'Disposal Location Usage' tool (Operations >  Disposal Location Usage).  

Add a Usage Target:

Pathway: Set Up > Operations > Disposal / Ship Location

1. Select a Disposal Location.

2. Select the Target Usage tab.

3. Click the green '+' to open the 'Add Usage Target' tool. 

4. Enter information for Effective Date, Material Type (optional), Target Type, Time Period, and Target Value.

5. Click Save to apply information to the Disposal Location.

Disposal Location Usage - Targets And Usage History

After Target Usage has been established, use the Disposal Location Usage screen to track and monitor current and historical usage for a location. 

The following displays for each disposal location:

• Activity to Date: Count and Total of Disposal Records entered for the location

• Pending Activity: Count of stops and estimated volume for future routes or work orders with a default destination assigned

• Target: Displays current target and utilization amount or percentage for the location

• Unassigned Loads: Future stops or routes that do not have a default destination assigned.

Pathway: Operations > Disposal Location Usage

An issue has been resolved that prevented correctly updating schedules to match a site's service frequency after the frequency was updated.

This affected the Calendar and Route Management tools. 

Pathway: Accounts > Account: Calendar; Operations > Route Management

The Site Inventory screen has been updated with the following changes:

1. A new 'Service Region' filter has been added and is limited to the selected Division
2. The LOB filter has been renamed to "Line of Business"
3. The Export button has been moved to the left of Search

Pathway: Operations > Inventory Management > Site Inventory

Pathway: Operations > Dispatch: Print Route

Previously, the Disposal Departure date and time in the Completion Data tab was displaying incorrectly. This has been resolved.

Pathway: Operations > Dispatch 

A permission related issue was preventing users from viewing the Disposal Details Report. This has been resolved and users must be assigned permission 298 'Standard \ Operations Reports' to access the report.

Pathway: Reports > Standard Reports > Operations > Disposal Detail; Setup > System > Permission;Role

A new Revenue Analysis report is available in Reports > Analysis. After a report Type has been selected, use the filtering options to further limit what is returned. Load must be selected each time a new selection is made to Type or any of the filter drop downs. 

Pathway: Reports > Analysis > Revenue Analysis

A new setup option, 'Enable Driver to Set In Progress' has been added to the Work Type Setup editor. When enabled, a drive can start or set the work order status to In Progress from their NavuNav (Android) application (v1.0.3 or later).

• Enabled = Yes

• Not Enabled = No

Pathway: Setup > Operations > Work Type

A 'WO New Status' column has been added to the Reason Code Setup screen for NavuNav processing of stops. When a Reason Code is selected by the driver for a Service Exception, it will move the stop to the Exceptions column in Dispatch and update the 'Work Status' and 'Exception Reason' fields in the Work Order. This setup is part of Split Order processing and does not affect the status in core.

Example Scenario: A driver serviced the location but they were not able to make it to the disposal location before it closed. In this scenario, the driver would select the reason code that applies (RO-Not Dumped / Service Completed) to indicate the service is complete but the Work Order is not.

Pathway: Setup > Systems > Reason Code 

Previously, entries made to the Days field for Past Due Notifications Templates 1 through 4 were not saving. This has been fixed.

Pathway: Set Up > Accounting > Bill Group > Update Bill Group

The 'Type' column has been removed from the GL Account Setup screen.

Pathway: Setup > Accounting > GL Account 

Previously, not all Charge Code options were displayed in the Add/Update Service Code Map. Now all charge code options display when selected.

Pathway: Set Up > Services > SoftPak Service Code Map > Update Service Code Map

The 'Unearned Revenue GL Account' field in the Update Line of Business screen has been updated to include the option to clear the assigned GL Account from the field.

Pathway: Setup > Services > Line Of Business > Update Line Of Business 

An option to Enable Estimates Tracking has been added to Service Code setup. When the Enable Estimates Tracking field is set to 'Yes', an Estimated vs. Actual tab displays for Proposals.

A new Active column has been added to the Proposal Form Type Setup screen to indicate if a form is active or inactive. By default, this field is set to 'Active'. To change, double click within the row to open the 'Update Proposal Form Type' editor and select from the 'Yes/No' options in the Active drop down field.

Pathway: Setup > Document Format > Type 

An issue has been resolved that was causing the double application of a surcharge when the surcharge included multiple rates with different effective dates. 

Pathway: Setup > Services > Surcharges

A change has been made to Division Setup tool to require a Time Zone be assigned when adding a new Division.

Pathway: Set Up > System > Division

The following Keypaths have been added to the Vendor Work Order Notification template and Vendor Service Change Notification template:

1. Workorder.ponumber

2. login.usr.email

3. login.usr.name

4. login.usr.title

5. site.name2

Pathway: Setup > System > Notification Template

A new 'division.paymentportalurl' keypath was added to the Account Portal Notification template.

Pathway: Setup > System > Notification Template

Logic has been updated to prevent the Reason Code ID field from being edited upon save.

Pathway: Set Up > System > Reason Code

The type of Reason Codes available for selection for balance write offs has been limited to invoice adjustment reason codes with a GL account associated.

Pathway: Set Up > System > Reason Code

Two new Custom Text fields have been added to State Manifest Setup screen.

Pathway: Setup > Operations > State Manifest

The following improvements have been made to the Bulk Account Portal Invite screen. 

1. New Filters: 

• Division (Required)
• Account Class
• Accounts With Automatic Payment (check box selection)

2. Updated Filters: 

• Bill Group is no longer required

3. Load button added to load the screen based on the filter selections.

• Upon Load, the following counts display and are a hyperlink to a breakdown of the user accounts it includes:
  • Total Count 
  •  Active Services Count 
  • Portal Invite Accepted
  • Invite Acceptance Pending
  • Portal Invite Not Sent 

4. Send Email is available for selection after 'Email From' and 'Notification Template fields' are populated.

Pathway: Database > Send Bulk Account Portal Invites

An enhancement has been made to calculate and display the payment processing fee after the user has selected a payment type.

Pathway: Portal; Make a Payment