[Archive] Release Version 69

Logic was updated to Account Requests to send a text message notification to the Sales Rep on the account when a request is received from the Customer Portal. A text message is also sent to any user a request is reassigned to. This follows similar text message logic as Task notifications. 

Pathway: Customer Portal; Account Requests (Icon in Core)

Payment receipts have been modified to include the Authorization Code below the Payment Method. 

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

Sort logic has been updated in the Invoice Adjustment screen to correctly sort dates when clicking on Date in the column head. 

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

Previously, email payment receipts and refund  receipts in AR History were labeled as 'Credit Card Receipt Email', regardless of the actual transaction type. This has been renamed to 'Email Receipt'.

Pathway: Accounts > Search > Accounts > AR History

AR History has been updated to include the option to email or print payment refunds. Using the same method as other payment receipts, right-click on the desired payment refund and select either Email or Print Receipt.

Pathway: Accounts > Search: Accounts > AR History

The "Bank Account Type" field in Add Account Payment Methods has been changed from a text field to a selection drop down field. This resolves the problem where an error would occur when an unsupported entry was entered, and the user tried to save it.

Pathway: Accounts > Search: Account > AR History (Customer Details)

The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order).

Pathway: Accounting > AR Payment Batch: Select Batch

Logic has been updated to the AR History screen to not include Quick Pay in Payment Methods. Previously, these were included and displayed as "Recently Expired." 

Pathway: Open Account > Select "AR History"

Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. 

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

The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches.

Pathway: Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account

Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code, if Type = On Call, the reason code will display.

Pathway: Accounts > Search > Accounts (Customer Service Screen) > Create On Call Order

Logic has been updated to Inventory count to limit the count to only include the current site's inventory.

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

Previously,  when a user added a disposal record in the Disposal tab, it was not displaying on the work order until the user closed and reopened it. This has been fixed. 

Pathway: Accounts > Search > Accounts

A change has been made to disable the Service Location Map button in Service Agreements for sites that are not geocoded.

Pathway: Accounts > Search > Accounts > Service Agreements

Previously, when a service record included a photo, the photo icon only displayed on the Calendar and in the Service History grid for Exceptions. Logic has been updated to display the icon for all service records a photo has been uploaded to.

Pathway: Accounts > Search - Account > Calendar/Calendar List

The following changes have been applied to the Add/Edit Truck screen in Site Inventory:

1. Speed UOM has been removed.
2. Volume Capacity and Weight Capacity along with their UOM fields are no longer required to save.

Pathway: Accounts > Search - Account > Display Inventory (Icon)

The Equipment tab in Site Inventory has been updated to include similar logic used by the Inventory Management tool when adding or adjusting site inventory. Review the Related Articles links at the bottom of this page to learn more. 

Pathway: load Account/Site > Site Inventory

Related Articles: Inventory Management; Site Inventory

The following columns have been added to the Payments tab in the service record: 

• Batch#
• Batch Date
• Status

Pathway: Accounts > Search Work Order > Payments Tab

Within the User Activity and Customer Calendar screens, the 'Created Date' time stamp and 'Last Viewed' time stamp did not match. This has been resolved. 

Pathway: Accounts > User Activities

The following enhancements have been  applied to payment processing for accounts:

1. A printer icon has been added to the left of each invoice to preview and print.
2. An Apply check box has been added for each invoice. When checked, the Pay Amount column will populate with the invoice amount from the Balance column. When not checked, the Pay Amount for the invoice is $0.
3. The addition of an 'Invoice Subtotal' has been added to calculate a subtotal for both the Balance column and the Payment Amount column.
   
4. The previously used Deposit field has been renamed to 'Prepayment Amount' and relocated on the screen.
   
5. 'Allow Excluding Processing Fee on Manual Payments' has been renamed to 'Apply' followed by the fee's charge code name. In the example below, the charge code name is 'ACH Fee'. 
6. A Total row has been added and is the sum of the Invoice Subtotal + Prepayment Amount + Apply Fee.

Pathway: Accounts > Search: Accounts > AR History 

Edit logic has been updated to Service Record Details for service records in a posted or billed status.

If the posting status is 'Posted' or the work order billed, the following applies:

• All fields are disabled for edits
• Service Record Charges are disabled for edits
• Source Location is disabled of Add/Edit/Delete/Link options
• Disposal is disabled of Add/Edit/Delete
• Material is disabled of Add/Edit/Delete
• Payments are disabled of Add/Edit/Delete
• Labels are disabled of Add/Edit/Void/Approve and weighing

If the posting status is 'Posted' the following can still be edited:

• Destruction Date
• Posting Status
• Photos can be added but not deleted.
• Attachments can be added but not deleted.

If the posting status is 'Billed' the following CAN be edited:

• Destruction Date

Pathway: Accounts > Search: Work Order 

To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen.  

• Field: Contract Type 
  • Selection Options:
    • Written
    • Oral
• Field: Other Financial Requirements
  • Selection Options:
    • Yes
    • No

Pathway: Accounts > Search: Accounts > Edit Site (right click)

Previously, 'Paper Bill Fee' continued to display for accounts that had 'Invoice By Email' enabled. This has been resolved.

Pathway: Accounts > Search > Accounts 

The logic for removing an account from a credit hold status has been enhanced to run on an hourly basis instead of daily. 

Pathway: Accounts > Search > Accounts

The Edit Account screen has been updated to include two new check boxes in the Billing section: 

1. Hide Work Order Format Rate
   •  If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This option is also available at the Account Class level for universal application.
     
2.   Inbound Order Auto Print

Pathway: Accounts > Search > Accounts

The following modifications have been applied to the Account Request screen:

1. Linked Items and Photos have been separated into distinct tabs for improved organization.
2. The Photos tab now allows for the attachment of multiple photos, expanding the previous limitation of supporting only one photo per request.
3. The 'Close' button has been removed from the screen. Instead, users can close the Account Request screen by clicking on the 'X' icon after saving their changes.

Pathway: Accounts > Account Request Management

An enhancement has been made to the Customer Details screen to display the full notification message for email and text messages when clicked on by the user.  

Pathway: Accounts > Search: Accounts 

Logic has been updated to the Batch screen to clear the search value and the search result upon entry of a payment Amount and Type.

Pathway: Accounting > AR Payment Batch

Previously, when a user selected the green check mark to approve an adjustment, the Confirmation window did not display and the Division filter would revert back to 'All'.  This has been fixed. 

Pathway: Accounting > Invoice Adjustment - Pending Approval and History

The following Deposit Date labels have been changed in the AR Payment Batch screen:

1. The 'Deposit Cleared Date' header has been changed to 'Bank Cleared Date'.
2. Right click on batch - 'Add Deposit Cleared Note' has been changed to 'Add Bank Cleared Note'.
3. Add Note popup displays 'Blank Cleared Note' that replaces 'Deposit Cleared Note'.

Pathway: Accounting > AR Payment Batch

The following updates were applied to the AR Payment Batch editing tool:

1. A Deposit check box has been added to indicate the money received was entered as a deposit. The Deposit column is hidden if the user does not have permission 267 (Post Deposit). 
2. If the Deposit box is checked, the Auto Apply check box is disabled.
3. A green pencil icon has been added to add a note for the payment. It is recommended to enter a note with the deposit so when it is changed to a payment at a later time the user has reference it started as a deposit. 

Pathway: Accounting > AR Payment Batch 

A new "Default Payment Type" feature has been added to Payment Batch. By selecting a default payment type, new payments for the batch will default to the type selected. If a default is not selected for the batch, the user must select the type each time a payment is added. 

This feature defaults to null/blank. 

Pathway: Accounting > AR Payment Batch

A new late fee billing option 'One Time Fee Per Invoice' has been added to the Finance Charge Type field in Account Class.

Pathway: Setup > Account > Account Class

The Unapplied Management screen has been improved to return the user back to the same location in the list after clicking on the customer and viewing the Customer Service screen. 

Pathway: Accounting > Unapplied Management 

An issue has been resolved that prevented Credit Card and ACH refunds from being reflected in the Credit Card/ACH Reconciliation screen. In addition, 'Refund' has been added to the list of options in the Source drop down. 

Pathway: Accounting > Credit Card and ACH Reconciliation 

The Billing screen under Results now includes the 'Future Rate Increase' feature for affected accounts and sites following a rate update batch. By clicking the displayed number, users can access a list of customers included in the batch. Additionally, the Message box allows users to enter a message that will be displayed on each invoice, notifying customers about the upcoming rate change.

Pathway: Accounting > Billing

Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date.

Pathways: 

Operations > Dispatch > open Services List > open Edit Service Record > select Disposal / Ship tab 

Operations > Dispatch > select value from Disposal column

A hyperlink to view optimization results has been added to the Dispatch screen for routes where optimization was successfully run. Status displays have also been updated in the Optimized column and will display as follows:

• Optimization Running - displays to indicate the optimization job is still processing.
• View Optimization Results - displays to indicate the optimization job is complete. Select the hyperlink to view the results.
• Last Optimization Failed - displays to indicate the optimization job failed in its attempt to optimize the route(s).
• Last Optimization Rejected - displays to indicate the user reviewed and rejected the optimization results. 

Pathway: Operations > Dispatch

An issue has been resolved with the display of lunch hours in the Services List screen. Lunch hours display upon hovering over the site if lunch hours were created. 

Pathway: Operations > Dispatch > Services List

Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start of the route.

Pathway: Operations > Dispatch 

Logic has been updated to the Disposal column to use Rate UOM.

Pathway: Operations > Dispatch  

Permission 445 (Import/Export Current Routes From Route Management) has been added to Permission Setup to restrict user access to the Import/Export features on the Current tab of the Route Management screen (Operations). Import/Export buttons are hidden from view for users not assigned the 445 permission. 

This permission requires manual authorization in Setup > System > Role. 

Pathway: Operations > Route Management; Setup > System > Permission

The Current tab in Route Management has been updated to use auto-save logic when a route is updated. This replaces the previously available 'Save Routing Change' button. After edits are complete, select the 'Post Routing Change' button and the changes will be posted to the route. 

Pathway: Operations > Route Management > Current (tab)

Logic has been updated to the Reason Code drop down field, in the Add Downtime editor, to only display reason codes designated as 'Down Time'. 

Pathway: Operations > Dispatch

Route Format 2 has been updated to include a list of Stops and Quantity based on Equipment Type. 

Pathway: Operations > Dispatch

The issue that prevented stop removal from both the Route Dispatch Map and the Services List in Dispatch has been resolved.

Route Dispatch Map

Create a radius around the locations you want to remove from the route. Right click anywhere within the radius to open Edit Service Records. Select Remove From Route and then Save. 

Services List

Select the Route from the Dispatch screen to open the Services List. From the Services List, select the service locations you would like to remove and click Edit to open the Edit Service Record(s). Select Remove From Route and then click on Save. 

Pathway: Operations > Dispatch

A new "Optimization Override" field has been added in the "Start Route Optimization" feature of Dispatch. This field allows users to override both the Line of Business route optimization settings and RouteSmart's route optimization settings. If the field is not populated, the optimization override for the Line of Business is used. If the Line of Business does not have an optimization override populated, RouteSmart's (third party integration) settings are used. 

Pathway: Operations > Dispatch 

An issue has been resolved that caused Route Optimization to ignore site business hours if optimization was run on a future date. 

Pathway: Site Information (Customer Service Screen); Operations > Dispatch > Route Optimization

An Enhancement has been made to the Route Productivity view in Dispatch to allow users the ability to record truck mileage when a mileage record does not exist. To support this, new 'Start Time' and 'End Time' fields were added to the Add Mileage editor. 

Pathway: Operations > Dispatch - Route Productivity view

New functionality has been added to the Truck calendar screen to record engine hours. To add an engine hours record:

1. Click on the truck ID from the Dispatch screen to display the truck's calendar. 
2. Right click on the date you would like to add an the engine record to and the Record Engine Hours editor will display. 
3. Verify the Date is correct. 
4. Select the Start of Day radio button and enter the engine hours the truck started with. 
5. Select the End of Day radio button and enter the engine hours the truck ended the day. This number should be larger than the number entered for Start of Day. 
6. Optional: add a note. 
7. Click Save when finished. 

Pathway: Operations > Dispatch > select Truck ID

An enhancement has been made within Dispatch, you can now set or update the default driver, truck or helpers when editing a route record.  If the assigned truck, driver or helpers differ from the route defaults the user now has the ability to select 'Set as Default' and save.  This will update the route defaults moving forward.

Pathway: Operations > Dispatch

The following changes have been made to the Add Work Type screen in Work Type Setup:

1. The 'Work Type' tab has been renamed to 'Details.'
2. A new 'NavuNav Settings' tab has been added.
   •  NavuNav settings previously available in the Details tab have been moved to the NavuNav Settings tab.
3. A new 'Return To Route List On Completion of WO' setting was added in NavuNav Settings. 
   • If enabled, the driver will be returned to the route list after completing the work order in the Stop Details screen. 

Pathway: Setup > Operations > Work Type > select to Add Work Type

The following changes have been applied in the Rate Update Batch tool:

• Created Date column has been updated to display the time below the date. Date was also updated to display as a 2 digit year.  
• Posted Date was updated to display the year as 2 digits.
• Posted User was moved under Posted Date in the column header and the user's name who posted the batch will display under the date.
• An Effective Date column has been added to the screen for the date the rate begins being applied. 

Pathway: Sales > Rates Update Batch 

Rate Update Batch has been updated to display 'selected' behind the selection value at the bottom of the screen to indicate the amount of records currently selected. Previously, 'pending' displayed after the value.

Pathway: Sales > Rate Update Batch

A new screen 'Exception Analysis' has been added to the Sales module in Core. Exception Analysis is used for internal sales purposes to review accounts that have had repeated service exceptions and identify if a new service, or change in service, should be offered. 

Follow the Exception Analysis article linked below for more information on how to use this new feature. 

Pathway: Sales > Exception Analysis

Article Link: Exception Analysis

Rate Update Batch has been updated to display an error if a site included in the batch update has a future services change. Hover over the record to display the tooltip for the error. 

Pathway: Sales > Rate Update Batch

Enhancements have been made within the Rate Update Batch Details that include:

1.  Grid View was updated to include an "Extended" view option. When selected, additional columns such as Account ID, Account Name,  Account Class and Bill Group are displayed.  
2.  An Effective Date field has been added, allowing the user the ability to edit the effective date of an open batch. Effective Date is read-only for batches not in an "Open" status.
   

Pathway: Sales > Rate Update Batch

Within the Rate Update Batch Details, the Contract Expiration date is now a hyperlink that, when clicked, will open and allow viewing of the associated contract. 

Pathway: Sales > Rate Update Batch

User Setup screen sort logic has been updated to sort by ID upon open.

Pathway: Setup > System > User

Different pricing models are available in the Pricing Models drop down on the Add Service Code screen. For more information including the setup process, submit a ticket request to Navusoft. 

Pathway: Setup > Services > Service Code

A new invoice format, "Invoice With Aging," has been added to the invoice options available in Bill Group Setup.

Pathway: Setup > Accounting > Bill Group

A new 'Enable Automatic Billing Batch Creation' field has been added to the Add/Edit Bill Group screen. If disabled, ('No' is selected) upon completion of a batch, a new batch is automatically created.

Pathway: Setup > Accounting > Bill Group

A new Print Sequence option 'Postal Code and Account ID' has been added to Add/Update Bill Group. 

Pathway: Setup > Accounting > Bill Group