Articles
Role (System) - Auto Save Added to Screen (14273) [Enhancement]
The Role Setup screen has been modified to auto save upon tabbing or clicking away from an updated field. Pathway: Setup > System > Role Version: 69 ...
Accounting - Logic Updated to 'Ivoice Format' in Bill Group (14285)
The Invoice Format field in both the Add Bill Group and Update Bill Group screens has been updated to be a required field. Pathway: Setup > Accounting > Bill Group Version: 69 ...
System - Logic Update in Division Setup (14376)
The Division drop down field in Division Setup has been updated to display divisions in alphabetical order. Pathway: Setup > System > Division Version: 69 ...
User Setup - Logic Update to Screen Sorting (14522)
User Setup screen sort logic has been updated to sort by ID upon open. Pathway: Setup > System > User Version: 69 ...
Operations - Default Truck Field Not Populating (14633)
An issue has been resolved in Route Setup > Add Route that prevented the Default Truck drop down field from displaying a list of trucks until after the used had saved the route. The following selections must be made for trucks to display: Di...
System - Updates to Role Setup Screen (14756) [Enhancement]
Values displayed under the Invoice Adjustment Limit and Adjustment Approval Limit columns of the Role Setup screen have been modified to display as currency. Pathway: Setup > System > Role Version: 69 ...
Operations - Odometer UOM Added to Truck Setup (13969) [Enhancement]
Odometer UOM has been added to Truck Setup to support non-US distance UOMs. A selection here affects how the Start/End fields display in the Mileage Window in Dispatch (Route Productivity view > double click on the Truck / Mileage value). ...
Operations - New Fields Add to Add/Edit Truck Type (15065)
The Truck Setup screen has been modified to include the following fields: Height Width Truck UOM Size UOM ID Road Weight Weight UOM ID Pathway: Setup > Operations > Truck Type ...
Operations - Update to Event Type Field Options in Work Type Event Class Item (14587)
The Swap/Exchange option has been removed from the list of Event Types in Work Type Event Class Items. Pathway: Setup > Operations > Work Type Event Class ...
Operations - Errror When Adding a Disposal Rate to a Disposal Location (15090)
An issues has been resolved that caused an error message to display upon adding a new disposal rate to disposal location. Pathway: Setup > Operations > Disposal/Ship Location > Disposal Rate tab ...
Bill Group - New Print Sequence Option Added (15167) [Enhancement]
A new Print Sequence option 'Postal Code and Account ID' has been added to Add/Update Bill Group. Pathway: Setup > Accounting > Bill Group ...
Available Charge Codes - Charge Codes Not Sorting Alphabetically (15190)
The Available Charge Code Setup screen has been updated to sort charge codes in alphabetical order. Pathway: Setup > Services > Available Charge Codes ...
Service Code - New Weekly Bill Group Frequency (14918) [Enhancement]
Bill group frequency and service frequency rules have been updated to accomodate a weekly billing cycle. Review the Setup and Logic listed below. Setup: Setup > Accounting > Bill Group > Frequency field Added Weekly and Every 4 Wee...
Service Code - Work Type Event Class Cleared Out Upon Save (15212)
An issue has been resolved in Add/Update Service Code that was causing the Work Type Event Class field to clear out when the Enable Routing field was updated and saved. This has been fixed. Pathway: Setup > Services > Service Code ...
Document Formats - Naming Updates (15200)
The Proposal Type Setup screen in Setup > Document Formats > Type has been renamed to 'Document Type Setup'. Naming was also updated to the customer service documents to relate them back to the setup screens. Pathway: Setup > Docume...
Sales - Corrected Error Related to 'Reason Code %' Commission Rule (15195)
Previously, an error was produced when attempting to save Commission Rule Parameter 'Reason Code %' if the Contract Term Months field did not have an entry. This has been fixed to be an optional field. Pathway: Setup > Sales > Commis...
Disposal Location Setup - Field Added to Add Disposal Rate (15135) [Enhancement]
In Disposal / Ship Location Setup , if the location's Ownership field is set to 'Internal', a new field 'Rate For Internal Trucks' will display on Add Disposal Rate. Pathway: Setup > Operations > Disposal/Ship Location ...
Transporter - Emergency Response Message (15296) [Enhancement]
A recent update has been implemented to incorporate the Emergency Response Message into the standard manifest format. This message can now be included by entering it in the 'Emergency Response Message' field found within the Transporter Setup. ...
Bill Group - New Frequency Added (15237)
A new 'Anniversary 30 Day' option has been added to the Frequency field in Add/Edit Bill Group. Pathway: Setup > Accounting > Bill Group ...
Account Class - Option to Disable Adding Stored Payment Method Added (15239) [Enhancement]
A new field 'Disable Adding Account Payment Method' has been added to the Credit Card/ACH section of the Portal/Payment Processing tab. When enabled, the ability to save payment methods in AR History and the Payments tab of a work order will be d...
Truck Setup - Modifcations to Truck Setup (15269, 15634) [Enhancement]
Truck Setup has been updated to include a new 'Last Odometer' column that will display the last mileage reading and date it was recorded. In addition, a new Attributes tab was also added to "Add Truck" to record supplemental truck information. ...
Bill Group - Invoice Format Logic Updated for Custom Name (15431) [Enhancment]
Logic to the Invoice Format field in the Bill Group Setup screen and Add/Edit Bill Group screens has been updated to display the invoice format's Custom Name if one is entered. Otherwise, invoice Name is used. Pathway: Setup > Re...
Line Of Business Setup - Mobile/Optimization/Online Order Tab Split Into Separate Tabs (15417) [Enhancement]
Add and Edit Line of Business has been updated to separate the Mobile/Optimization/Online Ordering tab into three individual tabs with Online Ordering being renamed to 'Self-Service Ordering'. Pathway: Setup > Services > Line Of Busines...
Account Class Setup - 'Hide Rates On Work Order Format' Option Added (15181) [Enhancement]
In Account Class Setup, a new setup option 'Hide Rate On Work Order Format' has been added to the Details tab. If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This setting also exists at the a...
Operations - Work Type and Work Type Event Class Item Updates (15428) [Enhancement]
To support inbound and outbound services, fields in Work Type and Work Type Event Class Item have been renamed to the following: 'Inbound' is now 'Inbound / Receiving' 'Outbound' is now 'Outbound / Receiving' Pathway: Setup > Operation...
Truck Setup - Active/Inactive Setting Added (15484) [Enhancement]
Enhancements have been made to Truck setup screens to allow users to mark trucks as 'Active' or 'Inactive' for service use. In Add/Edit Truck, a 'Mark Active' and 'Mark Inactive' button was added to the bottom of the screen. Mark Active...
Setup (Services) - Excel Export Option Added to Service Code and Charge Code Setup (15542) [Enhancement]
An enhancement has been made to add an Excel export option to both the Service Codes Setup screen and the Charge Codes Setup screen. Pathway: Setup > Services > Service Code/Charge Code ...
Sales (Setup) - New 'Lead Source' Screen Available (15566) [Enhancement]
A new Lead Source Setup screen has been added in Setup > Sales . In the past, lead sources were confined to a fixed list supplied by Navusoft. Pathway: Setup > Sales > Lead Source Article: Lead Source ...
Bill Group Setup - Screen Updates (15567) [Enhancement]
In the 'Add/Edit Bill Group' screen, the field name 'Min Amount To Be Printed' has been updated to 'Minimum Invoice Amount To Be Notified.' Additionally, a new field, 'Minimum Account Balance To Be Notified,' has been added. This new field allows yo...
Accounting (Setup) - New Setting in Bill Group Setup (15563) [Enhancement]
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...
Document Format Type - Inactive Document Types (15622)
An enhancement has been installed to limit the ability to select an inactive document type when creating or updating a proposal or service agreement. Pathway: Setup > Document Formats > Type ...
New Account/Site Template - Sales Rep Field Added - (15604)
An enhancement has been made to both New Account Template and New Site Template adding a field for Sales Rep. Pathway: Setup > Account > New Account/Site Template ...
Available Services - All Expected Charge Codes Displaying - (15595)
Previously within Available Services Setup, the charge code selection was not showing all available charge codes. This has been resolved. Pathway: Setup > Services > Available Services ...
Bill Group Setup - New 'Invoice With Aging' Available (15024) [Enhancement]
A new invoice format, "Invoice With Aging," has been added to the invoice options available in Bill Group Setup. Pathway: Setup > Accounting > Bill Group ...
Service Code Setup - Selections For Pricing Model Changed (14384) [Enhancement]
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 ...
Disposal / Ship Location Setup - Disposal Calculation Updated to Use Internal Rate for Internal Trucks and Disposal Location (15135) [Enhancement]
The setup below is necessary for calculating rates for internal trucks and disposal locations. Disposal / Ship Location Setup Pathway: Setup > Operations > Disposal / Ship Location When the Ownership field of the disposal location is se...