Release Version 72 [Archive]

The following changes have been made to the login, new user login and reset password screens.

Login Screen Updates: 

The following enhancements have been made to the Login screen: 

1. Addition of a 'Show My Password' check box.

New User Login Screen Changes

The following changes have been applied to the new user login screen:

1. Core URL link added to display below the logo.
2. Addition of a 'Show My Password' check box.
3. The Save button has been renamed to 'Save and Login.'
4. Password requirements added as bulleted text.

Reset Password Screen 

The following changes were applied to the Reset Password screen:

1. Addition of a 'Show My Password' check box. 
2. Password requirements added as bulleted text.
3. The Submit button has been renamed to 'Save and Login.'

Pathway: Login Screen

The following keyboard shortcuts that previously used the Command (Cmd) key in Mac have been updated to use the Option (Opt) key:

Mac

1. Opt + Shift + S = Search
2. Opt + Shift + C = Create Account
3. Opt + Shift + O = Order Processing
4. Opt + Shift + B = Billing
5. Opt + Shift + M = Sales Management
6. Opt + Shift + D = Dispatch
7. Opt + Shift + Z = Back

PC for Reference

1. Alt + Shift + S = Search
2. Alt + Shift + C = Create Account
3. Alt + Shift + O = Order Processing
4. Alt + Shift + B = Billing
5. Alt + Shift + M = Sales Management
6. Alt + Shift + D = Dispatch
7. Alt + Shift + Z = Back

The Navu Requests issue causing errors during save and performance problems has been resolved.

An enhancement has been made to Navu Projects to add 'Completed' and 'Hold' filter options to the Task Status filter.

Pathway: Home > Navu Projects

Logic has been updated to the Per Unit Rate field for Manual Charges and Active Services to allow users to enter a 7 digit rate. Previously, anything over 999,999 was not supported and an error message would display.

Pathway: Accounts > Search > Accounts

When emailing proposals and service agreements from the Navusoft application, if the user selected forms to attach with the email, a PDF copy of the proposal/agreement was also attached even if the 'Include Attachment?' check box wasn't checked. This has been resolved. 

Pathway: Accounts (Customer Service Screen) > Orders, Quotes, and Contracts (section)

The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods.

Pathway: Accounts > Search > Accounts 

An enhancement has been made to credit card receipts to now include a hyperlink to paid invoice(s).

Pathway: Accounts > Search > Accounts 

Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.'

Pathway: Accounts > Service Record

Previously, the tax verification process did not acknowledge taxes with a 0% tax rate and showed them as missing in the Tax Results screen. Logic has been updated to recognize the 0% tax rate as an "Exact" match. 

Pathway: Accounts > Search > Accounts 

Auto Pay Improvements

Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiration notices when the credit card being used for auto-pay is expiring soon, or has expired.

Site Details Improvements

The following changes have been applied to Site Details:

• Access and Note labels are hidden if the values are blank. 
• Details such as Surcharge Group and Tax Region will display even when Site Details is collapsed. 

Pathway: Accounts > Customer Service screen

A 'Not Applicable' option has been added to the list of options for the Default Payment Method field. This is the default selection for imported accounts that have a blank/null AP Default Payment Method.

Pathway: Accounts > Account Details (Edit)

The logic for the Destination field in Outbound work orders has been enhanced to restrict options according to the division linked with the Disposal/Ship Location and Site.

Pathway: Operations > Inbound/Outbound > Outbound (tab) > Select Work Order

Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. 

The option 'Clone Site and Services' has been added to the account menu drop down. To use this feature, users must have permission 453 (Clone Site and Services).  Review the Clone Site and Services article to learn more about how to use this feature.

Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services

Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account.

Pathway: Accounts > Search > Accounts 

Pathway: Accounts > Customer Service Screen (Site Details) > Surcharge Grp;  Accounting > Surcharge Management

A 'Current Competitor' field has been added  to the Add Active Service screen for reason codes that have the 'Capture Competitor' option enabled. 

Pathway: Accounts > Customer Service Screen > Add Service

The following columns have been added to the Online On-Call Orders screen:

• Term
• Estimated Charges
• Payments
• Approve
  • Hover over the Approve button to display the 'Approve Release to Dispatch' tool tip.
  • Upon selecting the Approve button for a site, the service record's Work Status will be changed to 'Scheduled' and the site will be removed from the Online On-Call Orders grid.

Other Changes:

• Double click within the row of a site to open the Service Record.

Pathway: Accounts > Order Processing

Pathway: Accounts > Customer Service Screen

The Invoice Adjustment screen has been updated to order surcharges and taxes by the service or charge code they are attached to.

Pathway: Accounts > Customer Service Screen > AR History > (right click on invoice) View Details / Adjust Invoice

Two new filter options, "Inactive More Than 60 Days" and "Inactive Less Than 60 Days," have been included in the Status drop down menu on the Site Search screen. This filter is not applied if both options are selected at the same time. 

Pathway: Account > Customer Service Screen > Site (link);  Accounts > Search (Site)

In NavuNav, if the driver has chosen a reason code for not capturing the customer's signature, the reason code will be displayed in the Completion tab of the Service Record.

Pathway: Service Record > Completion (tab)

A 'Per Unit Rate' column has been added to the Active Services section of the Customer Service screen when the Standard view is used. 

Pathway: Customer Service Screen > Active Services (Section) > Service Additional Fields 

In the Account Details section of the Customer Service screen, Paper Bill Fee has been relocated to display under Invoice Delivery. Additionally, the red font has been enhanced.

Pathway: Accounts > Customer Service Screen

The following updates have been applied to the Account Request Management screen:

1. Date formatting has been updated to display the first three characters of the day of the week. This also applies to the 'Completed On' date. 
2. The Account / Site column has been improved to include a ' / ' between the account and site. 
3. A "Completion Note" column has been added, visible when the Status filter is set to any of the completed options. Additionally, a "Status" column will also be shown after the "Note" column when the Status filter is set to "Not Completed."
4. "Completed By" and "Completed On" columns have been updated to display when the Status filter is set to any of the completed options. 

Pathway: Accounts > Account Request Management

The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. 

Pathway: Accounts > Search

The logic governing the Quantity field in 'Create On Call Order' has been updated to display either null or '1' depending on the service quantity.

• Null/blank is displayed if the service quantity is greater than "1."
• "1" is displayed if the service quantity is equal to "1."

Pathway: Accounts > Customer Service Screen > Create On Call Work Order

The logic for the notification icon indicating when a customer has viewed the invoice has been updated. The email icon will turn green (indicating the invoice has been read) under the following circumstances once the invoice is viewed from:

• The original notification link
• The invoice reminder email link
• The past due reminder email link
• Manually emailing the invoice
• Customer Portal

The email icon will not display green for the following reasons:

• Viewing the email PDF attachment (if the account is set to include the attachment). 
• Viewing the invoice from a URL that was copied in Navusoft and emailed to the customer. 

Pathway: Accounts > Customer Service Screen > AR History

Calendar visibility has been enhanced for days with multiple events and user views at a site. Key improvements include:

• User views
  • If more than one user has viewed the site, a total count of user views will display. Hovering over the count will display the list of users and their last viewed time. Previously, these were individually logged. 
• Additional Events
  • Additional events are displayed using event type icons. Hover over the icon to reveal a tooltip containing the event details. Otherwise, single-click on the +23 Events (for example) or one of the icons to open a dialog with the full list of events for the day.

Pathway: Accounts > Customer Service Screen > Account Calendar 

When an account with a single site is updated to a "Bad Debt" status, the logic has been updated to prevent the Site status from being changed to "Bad Debt." Furthermore, "Bad Debt" is no longer an available status in Site Status History.

Pathway: Accounts > Customer Service Screen

Functionality has been added to enable the linking of site services. When an active service is added to, or already exists on an account, supplementary services like a "locking bar" can be included and associated with it. Upon linking services, a parent/child hierarchy is formed, with the "child" service code referencing the Service ID of the corresponding "parent" service code. 

Pathway: Accounts > Customer Service Screen > Active Services;   Setup > Services > Service Code

The following enhancements have been applied to the Search screen:

Pathway: Accounts > Search

An issue has been resolved that prevented proposals and contracts from automatic approval, even when the "Automatic" option was selected in the Document Type Setup.  Additionally, in "Update Document Type," the "Automatic" approval selection option has been renamed to "Automatic - Every 5 Minutes".

Pathway: Setup > Document Formats > Type

An issue has been resolved where default rates were not considering the effective date.

Pathway: Setup > Services > Default Pricing > Service Code

Pathway: Customer Service Screen > Orders, Quotes and Contracts

Logic has been updated to the creation of on call work orders to auto-populate the Service Code field if the site has only one active service. Otherwise, if there is more than one active service, the Service Code field remains null requiring the user to make a manual selection.

Pathway: Accounts > Search > Accounts

Pathway: Accounts > Search > Accounts

The following enhancements have been applied to the Applications To Invoice screen:

• An 'Applied Date' column has been added to show the date of the AR application. 

• A 'Running Balance' column has been added and will sort in ascending order. 

Pathway: Accounts > Search > Accounts > AR History

The 'Assigned To' field in the Create Cancellation Request has been updated to only display a list of users with permissions 162 (Add Cancellation Request) or 163 (Edit/Delete Cancellation Request).

Pathway: Accounts > Cancellation Request (menu icon)

A new Search Type 'Account ID' has been added to Accounts Search and will perform an exact search on Account ID or Old ID. 

Pathway: Accounts > Search > Account ID

The Destination Facility field for On Call work orders and Add/Edit Active Service has been improved to limit what is displayed based on the site's division and type of material being hauled.  

Sales Results Net New 

Pathway: Reports > Analysis > Sales Results Net New

The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and History), the reason code can be edited to another reason code of the same type.

Rate History

Pathway: Accounts > Customer Service Screen > Active Services Section

Start/End Reason columns have been added to the Rate History screen in replacement of the Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results Net New and Rate History), the reason code can be edited to another reason code of the same type. 

Pathway: Sales > Rate Update Batches > (open) Service Batches

Previously, when a user filled out the filter fields in the Territory Manager map and selected 'Load Data,' nothing would load. This has been resolved.

Pathway: Sales > Maps > Territory Manager

The formatting of the email notification that a user receives when a service agreement has been signed has been enhanced.

Pathway: Sales

An issue has been resolved that prevented the Variance column in the Site Service Rate Update Batch screen from being sorted in ascending or descending order. 

Pathway: Sales > Rate Update Batches

Previously, the Contract Expiration screen was not displaying the contract type in the Type column. This has been resolved.

Pathway: Sales > Contract Expiration

The logic for outbound work orders has been updated so that the scale ticket will automatically print when the work status is set to 'Shipped - Completed.'

Pathway: Operations > Inbound / Outbound

'Sequence' and 'Completion Time' have been separated into two separate columns in the Completion Report export. 

Pathway: Operations > Dispatch > Services List (Serviced)

A 'Frequency' column has been added to the Dispatch 2 view of the Services List screen. 

Pathway: Operations > Dispatch > Services List 

The Pending tab in Route Management has been enhanced to handle stops with servicing spanning multiple days. In this scenario, the service location is listed once on the screen, and the schedule records are grouped. As each schedule record is individually posted to a route, "Posted" will display in its row and the record can no longer be edited from the Pending screen. Once all schedule records for a location have been posted to a route, the service location will no longer display on the Pending screen.

When assigning a route to a servicing date, a "Suggested" route is provided by identifying the nearest active site service schedule for the same line of business and day of the week as the selected record, based on geographic distance. If no matching schedule is found, no suggestion is provided.

Pathway: Operations > Route Management

Related Articles: Pending (Tab) - Review and Assign Stops to a Route

On the Dispatch screen, if a route is not assigned to a record, 'No Route Assigned' will be displayed in red text, and the background color of the row will be highlighted in red.

Pathway: Operations > Dispatch

Pathway: Operations > Dispatch > Fuel Record (Route Productivity view > Fuel Column)

Loading performance has been enhanced for the Pending Routes Map, which is displayed when a site is selected from the upper grid in the Route Management Pending screen.

Pathway: Operations > Route Management > Pending (tab)

The colors of pins on maps have been enhanced to provide better contrast.

Pathway: Operations > Dispatch

An enhancement has been made the the Weight In and Weight Out fields to allow up to 4 decimals for the UOM.

Pathway: Operations > Dispatch

The Disposal Location Usage Screen in Operations has been renamed to 'Disposal Activity' and the Usage History tab was changed to 'Activity.' In addition, a fix has been applied to prevent the duplication of disposal locations in Disposal Activity Details. 

Pathway: Operations > Disposal Activity

An issue has been resolved that caused the Unapplied Total from correctly calculating the selected unapplied amounts (Payment, Deposit and Adjustments).

Pathway: Accounting > Unapplied Management

Site Surcharge

Pathway: Accounts > (Site section) > Select Surcharge Group (Note - a surcharge group must be assigned to display)

The following changes have been applied to the Site Surcharge Rates window:

1. The Type column has been relocated to display before the Franchise Fee and Rate columns.
2. If the rate is a percentage:
   • A red asterisk has been added to display with the rate when the rate is overridden at the account or site level.  
   • Upon hovering the mouse over the rate, a tooltip with information on the base rate and override information will display.
3. An action button has been added that will open the Site Surcharge Rates. 
   • This button is only visible if the user has permission 451 (Add or Edit - Override Account of Site Surcharge Rates).

*New* Surcharge Management

Pathway: Accounting > Surcharge Management

A new Surcharge Management screen has been created and is available in the Accounting module. This screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to the division) with the current rate (the surcharge override applied at the account or site level) and can also apply a new surcharge rate override.

The Surcharge Management screen requires the user to have the following permissions:

• 452 - Surcharge Rate Management

For more information on how to use the screen, review the Surcharge Management article.

Pathway: Accounting > AR Payment Batch

Pathway: Accounting > Billing > (right-click) on a batch > Billing Analysis

The following enhancements have been applied to the Credit Card Expiration screen:

• A new 'Expiration' filter has been added. Filter options include: Expired, In 1 Month, In 3 Months and In 6 Months.
• Export to Excel added. 
• Addition of bread-crumb pathway. 
• Refresh button added. 

Pathway: Accounting > Credit Card Expiration

The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button.

Pathway: Accounting > AR Payment Batch

The following changes have been applied to the Batch Details screen (in AR Payment Batch, select a batch to view its details):

1. Sorting has been enhanced to include: Balance, Status, Entry Order and Account #.
2. Notes that are added to the payment record will now export to Excel. Additionally, when a batch is exported to Excel, the Batch # and Note fields are separated.
3. When importing a batch, the batch Amount and Count totals will auto-refresh.

Pathway: Accounting > AR Payment Batch > Open Batch Details

In the Pre-Billing Analysis screen, the site name has been added to the location column. 

Pathway: Accounting > Billing > Pre-Billing (right click on a batch)

The logic for Credit Card Expiration notifications has been updated to issue notifications in scenarios where a customer was previously on auto-pay with their expired card, but the new active card is not set to auto-pay. Previously, credit card expiration notifications were not issued in situations where a customer was on auto-pay with their expired card, but the new card wasn't set to auto-pay.

Pathway: Setup > System > Notification Template > Credit Card Expiration (Type)

The following enhancements have been made to the AR Payment Batch screen:

Search and Add Accounts/Sites

To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selecting the F5 key on your keyboard. 

Change Account

In the event of an error where the wrong account was linked to the payment, the process to change the account has been updated. To do so, either tab to the Account ID field and use the Space Bar to open the Search Accounts / Sites screen, or simply select within the Account ID field to initiate the search.

Pathway: Accounting > AR Payment Batch

In the GL Setup Errors screen (within GL Transaction Processing), the Record ID field has been enhanced to display as a clickable link. Clicking on this link will take the user to the screen where the error was found and can be fixed.

Pathway: Accounting > GL Transaction Processing

An enhancement has been made to the Invoice Adjustment screen to recalculate the taxes and surcharges and when a credit is applied to the parent charge.

Pathway: Accounting > Invoice Adjustment Pending Approval and History

An issue has been resolved in Billing Batch that prevented email notifications from being sent to Billing Contact 2 on an account. Performance has also been enhanced when opening the Notification Summary screen for batches containing a high volume of invoice notifications.

Pathway: Accounting > Billing

Email invoicing in Billing has been updated to ignore/skip blocklisted email addresses. 

Pathway: Accounting > Billing

An issue has been resolved that was preventing the AR Analysis Details screen from loading large sets of data. 

Pathway: Reports > Analysis > AR Analysis

An enhancement has been made to the Service History report to include a column for the Gross Quantity and the No Charge Quantity  totals. 

Pathway: Reports > Standard Reports > Account > Service History

The Division filter in the Tax Summary report has been enhanced to support multiple selections.

Pathway: Reports > Standard Reports > AR > Tax Summary

Pathway: Reports > Analysis > Sales Results Net New

The Work Type Event Class screen now features an Active field with 'Yes' and 'No' options for each work type event class. If a work type event class has '0' linked service codes, it can be marked as inactive. In cases where a service code is linked, a hyperlink to the service code screen has been included, enabling the update of the Work Type Event Class field for that service code.

Pathway: Setup > Operations > Work Type Event Class

In the Tax Rate tab of the Tax Region Setup screen, a new 'Type' column has been added. 

Pathway: Setup > Accounting > Tax Region

The following enhancements have been applied to Role Setup and its Permissions grid:

1. Columns renamed:
   • The 'Authorized' column was renamed to 'Authorized Permissions.'
   • The 'Not Authorized' column was renamed to ' Not Authorized Permissions.'
   • The 'New' column was renamed to 'New Permissions.'
2.  The Expand and Collapse feature has been incorporated into each module, with the default setting configured to expand all modules. Additionally, 'Expand All' and 'Collapse All' buttons were added to facilitate mass expansion or collapse of modules.
3. 'Authorized,' 'Not Authorized' and 'New' icons in the Authorization Status column have been replaced with a drop down selection for each permission. 
4. Background colors have been added to identify the authorization status of a permission for the role. 
   • New = Clear
   • Authorized = Green
   • Not Authorized = Red
5. The Authorization filter has been updated to include an 'All' option in replacement of the "Clear" button. In addition, the 'Module' filter has been removed. 

Pathway: Setup > System > Role

The following enhancements have been applied to the Role Permission grid in the Permission Setup screen:

• The 'Authorized,' 'Not Authorized' and 'New' icons in the Authorization Status column have been replaced with a drop down selection for each role permission. 
• Background colors have been added to identify the authorization status of a role permission.
  • New = Clear
  • Authorized = Green
  • Not Authorized = Red

A 'Hide Inactive' check box has been added at the top of both the Service Code Setup and Charge Code Setup screens. By default, this box is checked upon the initial loading of the screen to hide inactive codes. To display the codes, uncheck the box.

Pathways: Setup > Services > Service Code;  Setup > Services > Charge Code

The following enhancements have been made to the Surcharge Group Setup screen:

1. An Export button has been added.
2. A Search bar has been added.
3. Logic for adding surcharges has been changed. To add a surcharge, click the green + add icon to open the Add Surcharge window. Within Add Surcharge, click the green + for each surcharge that should be added to the group.
4. Logic to remove a surcharge has been changed. To remove a surcharge, click the red - icon and the surcharge will be removed from the group.
   

Pathway: Setup > Services > Surcharge Group

Tax Region Setup

The following enhancements have been made to the Tax Region Setup screen:

Tax Region Setup - Upper Grid

1. An Excel Export button was added.
2. A Search option has been added.

Tax Region Setup - Tax Rate (tab)

1. The Type column in the Tax Rate tab has been updated to displays the tax type as a 'Percentage %' or 'Flat.'
   • Percentage % will display for percentage tax rates.
   • Flat displays for Per Unit and Flat rates. 
2. The Tax Rate ID and Tax Region columns have been removed. 

Tax Setup

The following enhancements have been made to the Tax Setup screen:

1. An Excel Export button was added.
2. A Search option has been added.

Pathways: Setup > Accounting > Tax Region; Setup > Accounting > Tax

The issue preventing the selected transfer site from loading in the Automatic Transfer Work Order section of the Disposal / Ship Location screen has been resolved.

Pathway: Setup > Operations > Disposal / Ship Location

The following enhancements have been made to the Add/Edit Tax Rate editor:

1. The name of the editor has changed from 'Tax Region Taxes' to  'Add / Edit Tax Region.'
2. The 'Tax Type' has been added to display at the end of the taxes listed in the drop down menu.
3. The 'Start Date' field has been renamed to 'Effective Date.'

Pathway: Setup > Accounting > Tax Region

Pathway: Setup > System > Reason Code > Add Reason Code

Related Articles: Reason Code Setup

Pathway: Setup > Operations > Disposal/Ship Location

The following changes have been applied to the Surcharge Rate Setup screen:

1. A 'Show Rate History' check box has been added. By default, it is unchecked, allowing for the display of only current and future surcharge rates.
2. The Surcharge Rate tab includes multiple updates:
   • A 'Created By User' and timestamp tooltip has been added to the Division, Service Region, and Effective Date columns. To view the tooltip, hover the mouse over the effective date.
   • A 'Ended By User' and timestamp tooltip has been added to the End Date column. To view the tooltip, hover the mouse over the end date.
   • The Rate column has been updated to match the surcharge rate type.
   • A delete option has been added to surcharge rates and will allow for a rate to be deleted if it hasn't been used on an AR record.
   • Background color coding has been applied to the surcharge rows, determined by the effective date and end date. 
     • Red = Indicates the surcharge rate has a future end date.
     • White = Indicates the surcharge rate does not have an end date.
     • Purple = Displays for rates with a future dated Effective Date.
3. Changes to Add/Update Surcharge Rate popup editor:
   • End Date and Note fields have been added.
   • Edit logic has been applied to only allow the editing of the End Date and Note if the surcharge is associated to a AR record. 
     • If the surcharge is linked to an AR record, the end date must fall after the most recent AR record's date.

Pathway: Accounts > Customer Service Screen > + Menu > Task;  Setup > System > Permission

An 'Enable Completion Note Entry' check box has been added to the Mobile tab of the Add/Update Line of Business screen. By selecting this option, drivers will be able to include a completion note along with the service record.

Pathway: Setup > Services > Line of Business

The Account Class Setup's Account Portal tab has been enhanced with a new checkbox option: 'Default Work Order Attachment - Display in Customer Portal.' Enabling this option will automatically check the 'Display In Customer Portal' checkbox when adding an attachment to the Service Record.

Pathway: Setup > Accounts > Account Class

The issue of tasks created in NavuNav being incorrectly assigned to the supervisor on the route, rather than the default user assigned in Task Type Setup, has been resolved.

Pathway: Setup > Account > Task Type

Pathway: Setup > System > Reason Code

Service Code Setup

The following fields have been added to the grid section of the Service Code Setup screen:

Charge Code Setup

The following fields have been added to the grid section of the Charge Code Setup screen: 

Pathway: Setup > Services > Service Code; Charge Code

Pathway: Accounts > Customer Service Screen > + Menu > Task;  Setup > System > Permission

An 'Enable Completion Note Entry' check box has been added to the Mobile tab of the Add/Update Line of Business screen. By selecting this option, drivers will be able to include a completion note along with the service record.

Pathway: Setup > Services > Line of Business

The Account Class Setup's Account Portal tab has been enhanced with a new checkbox option: 'Default Work Order Attachment - Display in Customer Portal.' Enabling this option will automatically check the 'Display In Customer Portal' checkbox when adding an attachment to the Service Record.

Pathway: Setup > Accounts > Account Class

The issue of tasks created in NavuNav being incorrectly assigned to the supervisor on the route, rather than the default user assigned in Task Type Setup, has been resolved.

Pathway: Setup > Account > Task Type

Pathway: Setup > System > Reason Code

The 'One Invoice Per PO' field in Bill Group setup has been renamed to 'One Invoice Per' and now includes the following setting options: Disabled, PO Number, and Work Order Number.

Pathway: Setup > Accounting > Bill Group

The default bill group established in the Default Bill Group Setup was not being retrieved when adding a new account with matching Account Division and Account Class.

Pathway: Setup > Accounting > Default Bill Group

In Commission Plans Setup, the Contract Term Months field has been enhanced to support a maximum value of 72. 

Pathway: Setup > Sales > Commission Plans

The following changes have been applied to permissions:

1. Permission 92 (Override Work Order Charge Rate) was a duplicate of permission 336 (Edit Charge Code Rate for Work Order) and has been removed. 
2. Permission 326 has been renamed from "Modify Work Order Minimum Amount" to "Edit Work Order Minimum."
3. A new 'View Rates and Pricing for Work Order' (455) permission has been added to restrict what users can see on the work order. If a user does not have permission 455, the following will be hidden from view, and any permissions allowing the editing of these fields will also be restricted:
   • Total shown on the Charges tab
   • WO Minimum field
   • Vendor Rate
   • Per Unit column
   • Minimum Type column
   • Minimum column
   • Total column

Pathway: Setup > System > Permission

The logic for marking a truck inactive has been updated to consider the truck's usage history and its assignment as a default truck for a route. These factors determine the prompts the user will see after selecting the "Mark Inactive" button. This update also resolves the issue of inactive trucks being removed from Site Inventory > Truck.

Pathway: Setup > Operations > Truck

A new UN Hazardous Material Setup screen has been added under Setup > Operations. The information entered into the UN Hazardous Material Setup screen is utilized to populate the drop down fields in the new UN Hazardous Material column within the Material Type Setup screen.

Pathway: Setup > Operations > Material Type/UN Hazardous Material

The following changes have been applied to the Line of Business Setup screen:

1. Profitability tab renamed to 'Productivity and Profitability'
2. Route Calculation field renamed to 'Route Profitability Calculation'
3. Work Order Calculation renamed to 'Work Order Profitability Calculation'
4. Addition of new fields:
   • Route Operating Hours Calculation Method
   • Automatic 30 Minute Lunch Deduction
   • Downtime Deduction

Pathway: Setup > Services > Line of Business

The following enhancements have been applied to the Work Type Setup screen in the Alerts tab:

1. Notification Type has been split out into three columns: Notification, Type and Schedule
2. Two new service reminders have been added:
   • Service Reminder - On Call Services - 1 business day prior at 7am
   • Service Reminder - All Services - 1 business day prior at 7am

Pathway: Setup > Operations > Work Type

Bulk Update has been updated to only allow .csv or xlsx file formats to be uploaded in Upload Source File. 

Pathway: Database > Bulk Update

An enhancement has been made to the Bulk Update screen to use background color indicators to identify the status of the update. 

• Green - Processed status
• Red - Voided status
• None - Pending status

Pathway: Database > Bulk Update

The Disposal Records Query has been updated to include the disposal records associated with a site. The following fields were added:

• Site Name
• Site Address Line 2
• Site City
• Site Zip
• Site State
• Site Address Line 1

Pathway: Database > Database Query

The following new fields have been added to the 'Tax Details' entity: Tax Name, Tax Authority Code, and Tax Authority Type Name.

Pathway: Database > Database Query

A fix has been applied to the "Between" operator in Database Query that previously caused an error for time and date fields. 

Pathway: Database > Database Query

The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders.

Pathway: Customer Portal 

The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid users in the process.

Pathway: Customer Portal > Invoice Quick Pay or Make a Payment

An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. 

Pathway (Portal): Customer Portal > Requests

Pathway: Accounts > Account Request Management

Pathway: Setup > System > System Options

An enhancement has been made to the display of the work order's status in the Customer Portal, now including the name of the exception reason, if one exists.

Pathway: Customer Portal

An enhancement has been made to the Customer Portal, removing the display of 'prospect' accounts.

Pathway: Customer Portal