[Archive] Release Version 68

An issue was found that caused the timestamp in Recent Activities to display the wrong time. This has been fixed to use the user's current time.

Pathway: Home Screen > Recent Activity Icon; Activities Column

Timestamp logic has been updated to alert popups to use the timezone indicated in Setup > System > System Options.

Pathway: Home Screen > Alert Notification (popups)

An issue has been resolved that prevented users from being able to scroll down on the Unread Email Management screen. 

Pathway: Accounts > Unread Email Management

Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature. 

• If no template is created, the Credit Memo will be attached to the email with a basic subject and the user who sent the memo will display as the 'Sent From'. 
• If a template is created, subject and body content is populated with what was created in the template and 'Sent From' will populate with the Division's email. If an email does not exist it will use the sender's email address. 
  • Templates are created in Setup > System > Notification Template - select 'Credit Memo' from Type drop down

Pathway: Accounts > Account (Customer Service Screen) > AR History

Previously, when a charge code with a default rate was added to a work order, the default rate was not applied. This has been fixed. 

Pathway: Accounts > Search Work Order; Setup > Services > Available Charge Code

The Charges tab on the Service Record has been moved to the first position in the Service Detail tab set. 

Pathway: Accounts > Search > Work Order

Void logic has been updated to labels assigned to a Manifest Consolidation Batch:

1. A label can not be voided if:
   • Batch is Posted
   • Batch is Shipped
   • Batch is Ready to Ship
2. If the Manifest Consolidation Batch is Open:
   • The label can be voided and will be removed from Service Record's Label tab

Pathway: Accounts > Search (Work Order)

The Composition tab has been updated to include a total below the Quantity column. 

Pathway: Accounts > Search > Work Order

An issue has been resolved on the Add Disposal / Shipment screen that affected Qty and Save functionality. Additionally, the screen display has been corrected to open the Add Disposal / Ship record in a new window and not within the Disposal / Ship tab.

Pathway: Accounts > Search > Work Order

An issue has been resolved that prevented the link in the Email Statement from opening correctly by the recipient. 

Pathway: Accounts > Account (Customer Service Screen) > AR History

Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature. 

• If no template is created, the Credit Memo will be attached to the email with a basic subject and the user who sent the memo will display as the 'Sent From'. 
• If a template is created, subject and body content is populated with what was created in the template and 'Sent From' will populate with the Division's email. If an email does not exist it will use the sender's email address. 
  • Templates are created in Setup > System > Notification Template - select 'Credit Memo' from Type drop down

Pathway: Accounts > Account (Customer Service Screen) > AR History

The following enhancements have been applied to the Print Memo format:

1. Column header formatting updated to all caps. 
2. Total column renamed to 'Amount' and currency symbol added.
3. Currency symbol added to values displayed in the Total row. 
4. Description column will include notes entered in the Note field of the Invoice Adjustment screen. 

Pathway: Accounts > Account (Customer Service Screen) > AR History

Previously, an issue prevented the email status indicators from displaying correctly on the account's AR History screen for sent and viewed emails. This has been fixed.  

Pathway: Accounts > Search > Accounts (Customer Service Screen) - AR History

An issue was reported that affected the 'Day of Month' from saving for accounts on autopay. Previously, upon saving the account's payment method (with an entry to the Day of Month field), the Day of Month field did not save. This has been fixed. 

Pathway: Accounts > Search > AR History (Customer Service Screen)

Logic to the Period in the Invoice Adjustment screen has been updated to the following:

1. The Period selector defaults to the period matching today's date.
2. The Period selector will only display one period back if the period is still open.

If an adjustment has been applied to an invoice (for the previous period), AR History will save the prior period and date it with the date of the adjustment.

Pathway: Accounts > Search > Account (customer service screen) > AR History

Logic has been updated to the rate fields in Edit Active Service to prevent the default rate from being applied if the Qty, Service Code or Frequency are not changed.

Pathway: Accounts > Search > Edit Active Service (Right Click)

When ending a service, a Validation popup will display if the end date entered does not match the following end date logic:

1. End Date is greater than or equal to the service's start date.
2. End Date is greater than or equal to the schedule date of the last completed work order.

Pathway: Accounts > Search > Account (Customer Service Screen) > Active Services (section)

Logic has been updated to the scanning labels receipt timestamp to pull from the local browser time. 

Pathway: Accounts > Search - Work Order / Invoice / Reference / PO

An issue has been resolved that prevented surcharges that use Rate Index % (Setup > Services > Surcharge > Type (field)) from displaying in the Surcharge Group/Surcharge Window.

Pathway: Accounts > Search > Customer Service Screen: Site (Section)

Previously, the 'Last Viewed' time that displayed upon hovering over a user's name in the calendar did not match the timestamped time in Site Views. Logic has been updated to use the user's current time for the timestamp. The same logic was also extended to timestamps in Recent Activities.

Pathway: Accounts > Search > Account (Customer Service Screen) 

The Add/Edit Active Service and Add/Edit Service Proposal screens have been updated to support an Over Max flat rate charge. To support this, the following changes were made:

1. Over Max Type column was removed
2. Over Max Weight was renamed to Max Weight
3. Over Max Weight Rate was adjusted to display the rate and the over max type. 
   • Examples:
     • Flat rates will display the amount followed by flat - $10.00 flat
     • Per Unit rates will display the amount followed by the UOM used - $5.00 / ton

Once the charge code has been added to the service, enter its Max Weight and the Over Max Weight Rate in the Service Charges section. 

Pathway: Load Account > Add/Edit Active Service

The following corrections have been applied to the Hazardous Material Manifest:

1. Populate Work Order ID field
2. Prevent prepopulating of the Manifest Tracking Number
3. Populate the following Generator information fields: 
   1. Generator ID Number 
   2. Generator's Name and Mailing Address
4. Populate the following Transporter information fields:
   • Transporter 1 Company Name and U.S. EPA ID Number
   • Transporter 2 Company Name and U.S. EPA ID Number
   • Designated Facility Name and Site Address and U.S. EPA ID Number

An issue has been fixed in Route Management that prevented the 'All' check box from displaying as a selection option in the Service Region drop down for the Current and Pending tabs.

Pathway: Operations > Route Management

The following enhancements have been made to the Re-Number tab in Route Management:

1. Division and Day of Week filters have been added to display routes upon Load.
2. New columns added:
   • Day of Week
     • Identifies the day of the week for the route.
   • Stops
     • Link to open Route Stop Details and review a (read-only) list of the stops on the route.
   • Quantity
     • Displays the total service quantity on the route.
   • View Map
     • Displays the stops on a map.

Pathway: Operations > Route Management > Re-Number (Tab)

Articles: Route Management Basics; Re-Number Route Sequences

The Site Geocoding & Service Time screen has been updated with the following:

1. ID column will display the site ID.
2. The Service Region filter will continue to display the 'All' option after first use. 

Pathway: Operations > Site Geocoding & Service Time

Route optimization running time has been updated to display in local time (timezone configured in Setup > System > System Options) and not the previously used UTC time. This is viewed by right-clicking on the route after optimization has been initiated. 

Pathway: Operations > Dispatch 

Pathway: Operations > Dispatch

Upon export to Excel, the following columns were added to the Sales Results Net New report:

1. Proposal Format
2. Contract Term Months
3. Contract Renewal Term Months
4. Old Rate Per Cubic Yard
5. New Rate Per Cubic Yard

Columns were added to the Sales Result Details export. 

Pathway: Reports > Analysis > Sales Results Net New

The Sales Result Details screen of the Sales Results Net New report has been updated with the following:

1. A search box has been added.
2. The toolbar was reordered to the following: Show Map, Export and Search.
3. Column alignment formatting completeted for many of the columns.
4. The Reason Code column has been hidden on the grid and will only display in a CSV export.
5. The LOB column has been renamed to 'Line of Business'.
6. An 'Internal Sales Note' column has been added and will only display in a CSV export.

Pathway: Reports > Analysis > Sales Results Net New

The Payment Reversals, Transfers and Refunds report has been broken out into two separate reports:

1. Payment Reversals and Refunds
2. Payment Transfers

Both reports are available in Standard Reports > AR.

Pathway: Reports > Standard Reports > AR> Payment Reversals and Refunds; Payment Transfers

Timestamp logic has been updated to all reports to use local time. 

Pathway: Reports > Standard Reports; Analysis; Custom; Generate Manifest Summary Report

A new report 'Work Order Payments' is available within AR reports and provides payment data based on the filter parameters selected. Start Date, End Date and Division are required to generate the report.

Pathway: Reports > Standard Reports > AR > Work Order Payments

A 'View' link option has been added to the Disposal / Ship Location Setup screen to view a signature if one has been attached. Signatures are attached in the 'Add Disposal / Ship Location' or 'Update Disposal / Ship Location' screens. 

Pathway: Setup > Operations > Disposal/Ship Location

The following changes have been applied to Service Notifications:

• Update to existing alert names to indicate alerts are sent based on calendar days (Monday - Sunday)
  • The existing 'Service reminder for every x weeks services (Send 3 Calendar days prior to scheduled service at 7am)
  • The existing 'Service reminder for every x weeks services (Send 2 Calendar days prior to scheduled service at 7am)
  • The existing 'Service reminder for every x weeks services (Send 1 Calendar day prior to scheduled service at 7am)
• New alerts added to indicate alerts are sent based on business days (Monday - Friday):
  • Service reminder for every x weeks services (Send 3 business days prior to scheduled service at 7am)
  • Service reminder for every x weeks services (Send 2 business days prior to scheduled service at 7am)
  • Service reminder for every x weeks services (Send 1 business day prior to scheduled service at 7am)

Pathway: Setup > Operations > Work Type

The Rate UOM field in Charge Code setup has been updated to limit the list of options to types that relate to volume, weight, area, each (per unit) and length. Time based UOMs have been removed. 

Pathway: Setup > Services > Charge Code

The Unit of Measure Setup screen has been re-added to Setup > System and uses the following logic:

• Edits to all existing UOMs are restricted to the Active status.

Pathway: Setup > System > Unit of Measure

New functionality has been added to the account's Bill Group to support the Paper Bill Fee option. Once enabled, fees display in Customer Service and on the invoice for all accounts assigned to the Bill Group. If an account should be excluded from the fee, select the 'Exclude Paper Bill Fee' check box from the Edit Account screen. 

Pathway: Setup > Accounting > Bill Group

Articles: Paper Bill Fee Setup

Overview: Paper Bill Fee Overview Video

A 'Bill Zero Amount' billing setting has been added to Service Code setup. Options for this setting include 'Yes' or 'No'.

Pathway: Setup > Services > Service Code

Site matching logic has been updated to use both Address Line 1 and Address Line 2. Additionally, if Address Line 2 is populated it will display in the same column as the Address Line 1. 

Pathway: Database > Merge Sites

An issue has been resolved in the Customer Portal that was causing Credit Card and eCheck payment batches from not separating correctly. 

Pathway: Customer Portal > Payments

The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference.

Requirements:

• The portal user must be a billing contact OR an account contact for an account that has no billing contacts identified. 
  • If the portal user is currently an account contact, their contact status will be updated to first billing contact upon selecting a billing preference.
  • If the portal user is neither a billing contact nor an account contact, a link will not display.

Customer Portal Display Links

Pathway: Portal