[Archive] Release Version 71
Last Modified on 02/14/2025 8:44 am PST
The release notes in this article correspond to version 71. Screens and logic may have changed in newer versions.
Accounts
AR History - Logic Updated to Single Invoices if Account has a Billing Batch in Progress (15911) [Enhancement]
The logic has been revised to restrict the generation of a single invoice when a billing batch is currently in progress for the account. In the image below, 'Generate Invoice' is unavailable and the billing batch is referenced in red text at the top of the screen.
Pathway: Accounts (Customer Service screen) > AR History > Invoice
AR History - Grand Total Added to 'Create Invoice' Screen (15905) [Enhancement]
The Create Invoice screen has been updated to include a Grand Total at the bottom.
Pathway: Accounts (Customer Service Screen) > AR History
AR History - Functionality For Payment Deposits (15883) [Enhancement]
Functionality has been improved to enable the transfer of a deposit that has been converted into a payment to another account.
Pathway: Accounts (Customer Service Screen) > AR History
Labels (Hazardous Waste) - New Generic Label Created (15922) [Enhancement]
A new '4x6 Hazardous Waste Label - With Background' option has been included in the Print Work Order Labels list on the Edit Service Record screen.
Pathway: Work Order (search) > Charges (tab)
Invoice Display - Screen Updates (15955) [Enhancement]
Improvements have been applied to the format and display of the 'Account Balance Due' and 'Past Due' fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added.
Pathway: Accounts (Customer Service Screen) > AR History > Print Invoice
Invoice Format Improvements for Format 12 (16059)
The position and placement of the recipient address for invoice Format 12 has been improved to display within an envelope's window dimensions.
Pathway: Search - Invoice
Invoices - Linked Items Now Display with 'Email Invoice with PDF Attachment' (16070) [Enhancement]
"Email Invoice with PDF Attachment" has been improved to included linked items such as tickets and images.
Pathway: Accounts > Search > Accounts
Service Records - Update to Decimal Logic for Charge Gross Qty and Charge Qty (16009) [Enhancement]
Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places.
Pathway: Accounts (Customer Service Screen) > Service Record - Charges tab
Edit Account/Site - Option to Change The Division for Accounts and Sites (16011)(16010) [Enhancement]
Accounts
An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message.
For this enhancement, a new permission has been added:
- 450 - Edit Account Division
Logic:
- Users must have permission 450 to edit account divisions.
- IF the account is in a Prospect status, users can change the division without permission 450.
- Upon selecting a new division, the Bill Group field is cleared and a new one must be selected (Settings tab).
Site
An enhancement has been applied to allow editing of the Division field for sites. For this enhancement, a new permissions has been added:
Logic:
- Users must have permission 338 to edit site divisions.
- IF the site is in a Prospect status, users can change the division without permission 338.
- If a division is changed on a site with active site service(s) schedule, a popup will display advising the user to assign the site's active service(s) to a new route. The existing route will be ended upon a division change.
- Upon selecting a new division, the Service Region field for the site will be cleared and a new one must be selected.
- Upon selecting a new division, if 'Site Bill Groups' is enabled, the Bill Group field is cleared and a new one must be selected.
Pathway: Accounts > Customer Service Screen > Edit Account (right click); Edit Site (right click)
Accounts (Proposals) - Service Agreement to Display Required Payment Information (15020) [Enhancement]
Red text with payment requirements has been added to the Service Agreement if a deposit is required and the amount is greater than $0.00. With this change, proposals can only be marked 'Sold' if both the signature and deposit are received.
Pathway: Search > Accounts > Orders, Quotes, and Contracts (section)
Accounts - Transfer Service Option Relocated and Logic Updates (16063) [Enhancement]
A modification has been implemented to move the "Transfer Service" option from the customer service menu's list of choices to the "Active Services" section. To initiate a transfer, right-click on the relevant service and choose 'Transfer Service' from the menu.
Additionally, the following logic has been changed:
- The Transfer Service window will only load the service that was clicked on.
- The Transfer Service window will disable the 'Create Work Order', Route, Date and Work Order Notes fields of the service being transferred if Add/End is not available for the Work Type Event Class' work flow.
- In the Transfer Service window, the top 'Create Work Order' check box has been renamed to "Create Removal WO."
- In the Transfer Service window, the bottom 'Create Work Order' check box has been renamed to "Create Delivery WO."
Pathway: Accounts > Search > Accounts
Accounts - Default Logic Updated for Accounts When Status Changes from Prospect to Active (15936) [Enhancement]
The following default setting logic has been updated to accounts when the status changes from Prospect to Active:
- In Account Class Setup, values found in the Default Account Term, Default Account Credit Limit, and Default Rebate Payment Type fields will auto-populate for the account.
- By default, 'Auto Status Update' and 'Apply Finance Charges' check box fields in Edit Account (Settings) will default to being checked.
Pathway: Accounts > Search > Accounts; Setup > Account > Account Class
Accounts - Scale Ticket Modifications (16094) [Enhancement]
The following changes have been made to the Scale Ticket:
The placement of the site address and division addresses have been flipped.
A Driver Signature line has been added.
A Weighmaster Signature line will populate with the user's stored signature.
Pathway: Accounts > Search > Accounts
Accounts - Service Record Weight Added to Multiple Screens (16102) [Enhancement]
An enhancement has been made to display the Service Record Weight detail in the following locations:
- As a link in the Completion tab of the Service Record. Select the link to open the Service Record Weight window.
- In the Services List screen under the 'Completion Data' view.
- In the Customer Analysis & Reports screen for the 'Work Order Weights' Type.
Pathway: Load Account > Select Work Order; Operations > Dispatch
Accounting
AR Payment Batch - Display Changes and Option to 'Change Account' on a Non-Posted Batch (16023, 16006) [Enhancement]
The following enhancements have been applied to the AR Payment Batch screen:
- The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column.
- A "Change Account" option (available by right clicking within the row of the account) has been added to the Batch Details screen. After reviewing LockBox uploads, if the payment record is found to be associated with the wrong account, it can be quickly corrected using this method.
Pathway: Accounting > AR Payment Batch
Articles: AR Payment Batch
Autopay Management - 'Day of Month' Added to Export File View (16033) [Enhancement]
The Export file from the Autopay Management screen has been corrected to include the 'Day of Month' column.
Pathway: Accounting > Autopay Management
Payment Batch Listing - Excludes Payment Batches With a Null Posted Time Stamp (16086)
The discrepancy between the total amount in the Payment Batch Listing and other AR analysis tools has been resolved. Previously, if a payment batch did not have a posted timestamp, it was excluded from the total calculation in the Payment Batch Listing, leading to the discrepancy.
Pathway: Accounting > AR Payment Batch
Billing Batch - Tooltip Added to 'Autopay Enrolled Column' (16178) [Enhancement]
The Billing Batch screen's Auto Pay Enrolled column has been enhanced to display details of the values listed in the column with a tool tip. Hover over the value and the details will be displayed.
Pathway: Accounting > Billing
Operations
Route Management - Navusoft File Format Export Option Updated (15938) [Enhancement]
The following columns have been added to the Navusoft File Format export:
- Location Postal Code
- Location Full Postal Code
- Location Phone
- Business Hours
- Service Days
- Service Day Hours
- Service Code
- Service Code Name
- Equipment Type
- Equipment Type Name
- Material Type
- Material Type Name
- Line of Business
- Bin Size
- Estimated Service Time
- Estimated Volume
- Frequency
- Schedule Started
- Next Service Date
- Next Service Week
- A/B Week
- Week of Month
The following columns have been removed:
- Service Code - previously, this column included the service code, equipment type and material combined together. This column will now exist as its own data set.
- Frequency/Next Service - previously, these two data sets displayed together in the same column. These columns now exist separately.
Route Management - New Fields Added to Navusoft Export File (15969) [Enhancement]
Two new fields, "Location Latitude" and "Location Longitude" have been added to the Navusoft File Formart export.
Pathway: Operations > Route Management > Current (Tab) > Export (Navusoft File Format)
Route Management - New Sequence Numbers Not Applied Upon Import (15932)
An issue has been resolved that was preventing new sequence numbers from being imported back into Route Management. In addition, the following improvements have been made:
The logic for CSV header handling in the import file has been enhanced to support case insensitivity.
- While the import is running, the user will not be able to use the Current tab in Route Management.
Pathway: Operations > Route Management > Current (tab)
Route Management - Route Count Added To Pending Tab (16136) [Enhancement]
An enhancement has been made to the Pending tab in the Route Management screen to display a Count at the top of the screen.
Pathway: Operations > Route Management
Route Management (Pending) - Upon "Post" Screen Continues to Display as "Updating" (16172)
Previously, in the Route Management Pending tab, when a new route was set and the 'Post' button was clicked, the route would post successfully, but the screen would persistently show "updating." This has been resolved.
Pathway: Operations > Route Management
Active Dispatch - Count Tally Added to Unassigned Work Column (16122) [Enhancement]
The Unassigned Work column in the Active Dispatch screen has been updated to include a count tally in the banner.
Pathway: Operations > Active Dispatch
Active Dispatch - Screen Updates (16077) [Enhancement]
The following screen improvements have been applied to the Active Dispatch screen:
- User adjusted sizing of the split screen (Map vs Route List) will save when the user exits and re-enters Active Dispatch.
- Truck name has been added to display below the route name in the Route List.
- A new "Hide Map" button has been added. When selected, only the route and the Unassigned Work column display on the screen.
- A Search field has been added to the Unassigned Work column.
Pathway: Operations > Active Dispatch
Dispatch - Unassigned Stops Are Grouped Together Regardless of the Line of Business (15987)
The issue of unassigned routes across different lines of business being grouped together in the Services List has been resolved.
Pathway: Operations > Dispatch
Dispatch - Screen Grouping Logic Updated (15990) [Enhancement]
The Dispatch screen has been updated to group routes by Division, Line of Business and Date.
Pathway: Operations > Dispatch
Dispatch - Vehicle Inspections Failing to Post if Driver Note is Too Long (15944)
The Notes field on the Vehicle Inspection Results screen has been enhanced to accommodate 500 characters, resolving the issue where vehicle inspections were not being posted when drivers entered lengthy notes.
Pathway: Operations > Dispatch
Dispatch - Division Selection Now Allows Selection of Division Groups (15947) [Enhancement]
An enhancement has been made within the Division drop down selection to include the selection of Division Groups. When a group is available, the group name is displayed in bold, and the divisions within the group are indented with dashes.
Pathway: Operations > Dispatch
Dispatch - Map Routes Button Not Loading Stops With NULL Route ID (16088, 16089)
Previously, if the route ID was null (blank) in Dispatch, the following issues occurred:
- The Map Route button did not load stops that didn't have a route assigned to them. This has been fixed.
- In the Weekly by Route view, clicking on the count to open the Services List did not return any stop records for null/blank routes. This has been fixed.
Pathway: Operations > Dispatch
Work Type - New Field Added (15958) [Enhancement]
A new "Self-Service Label" field has been added to the Add and Edit Work Type Setup screen. Field entry is optional and is related to self service ordering allowing users to apply a specific label for site service actions. If a label is not entered (field is empty/null) the work type's name is used.
Pathway: Setup > Operations > Work Type
Inbound/Outbound (Operations) - Edit Disposal/Shipment Screen Includes Internal Ticket Number (16103) [Enhancement]
A change has been made to Edit/Disposal Shipment to display the Internal Ticket number at the top of the screen.
Pathway: Operations > Inbound/Outbound > Select Service Record
Reports
Revenue Analysis (Analysis Reports) - Logic Updated to Service Region Filter (15915)
Logic to Service Region has been updated to default to 'All' when the Division is changed.
Pathway: Reports > Analysis > Revenue Analysis
Analysis Reports - Sales Results Net New (16034)
Previously, if a site name included special characters, the exported document would exclude all data for the month the site was included in. This issue has been addressed to accommodate sites with special characters.
Pathway: Reports > Analysis > Sales Results Net New
Sales
Sales Results Net New (Analysis) - Screen Enhancements (15875)
The following changes have been applied the the Sales Results Net New screen:
- Filter labels have been relocated to display above the filter they are associated with.
- A new 'Based On' filter has been added with 'Effective Date' and 'Posted Date' filter options.
- The 'Type' filter has been renamed to 'Range,' and can now be filtered by Month and Year with the Period filter.
- A 'Period' label has been added above the Period filter, and the former drop-down option was replaced with a calendar picker.
Additional changes:
- In Setup > System > System Options > Sales (tab), the 'Results Based On' field has been removed.
Setup
Services - NavuNav Available Charge Codes in Line Of Business and Charge Code Setup (15895) [Enhancement]
In the NavuNav Settings of a charge code, if 'Hide In NavuNav' is set to "Yes," the charge code will not display in the NavuNav Available Extra Charges section on the Line of Business Setup screen.
Charge Code Setting
Effect in Line of Business
Pathway: Setup > Services > Charge Code Setup; Line of Business
Document Format - Fields Removed From Proposal Document Fields (16003)
In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields:
- site.division.logoURL
- salesRep.photoURL
Pathway: Setup > Document Formats
Pathway: Reports > Analysis > Sales Results Net New
