Articles
Work Type Event Class Setup - Inactivate Option Added (16215) [Enhancement]
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,...
Tax Region Setup - 'Type' Column Added to Tax Rate Tab (16217) [Enhancement]
In the Tax Rate tab of the Tax Region Setup screen, a new 'Type' column has been added. Pathway: Setup > Accounting > Tax Region ...
Role Setup - Enhancements to Role Setup and Permissions Grid (16203) [Enhancement]
The following enhancements have been applied to Role Setup and its Permissions grid: Columns renamed: The 'Authorized' column was renamed to 'Authorized Permissions.' The 'Not Authorized' column was renamed to ' Not Authorized Permissions.' The...
Permission Setup - Enhancements to Role Permission Tab (16197) [Enhancement]
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 r...
Service Code and Charge Code Setup - Option to Hide Inactive Items Added (16216) [Enhancement]
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....
Surcharge Group Setup - Screen Enhancements (16228)
The following enhancements have been made to the Surcharge Group Setup screen: An Export button has been added. A Search bar has been added. Logic for adding surcharges has been changed. To add a surcharge, click the green + add icon to o...
Tax Region Setup & Tax Rate - Enhancements Made To Screen (16229)
Tax Region Setup The following enhancements have been made to the Tax Region Setup screen: Tax Region Setup - Upper Grid An Excel Export button was added. A Search option has been added. Tax Region Setup - Tax Rate (tab) The Type ...
Operations (Setup) - Disposal / Ship Location Automatic Transfer Work Order Issue Resolved (16171)
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 ...
Tax Region - Add/Edit Tax Rate Enhancements (16234) [Enhancement]
The following enhancements have been made to the Add/Edit Tax Rate editor: The name of the editor has changed from 'Tax Region Taxes' to 'Add / Edit Tax Region.' The 'Tax Type' has been added to display at the end of the taxes listed in the drop...
Reason Code Setup - 'Invoice Adjustment' Reason Code Type Updated (16258)
The 'Invoice Adjustment' reason code type has been modified, and the GL Account drop-down field is no longer included. Pathway: Setup > System > Reason Code > Add Reason Code Related Articles: Reason Code Setup ...
Disposal/Ship Location Setup - Search Filter Added to Material Type Tab (16217) [Enhancement]
The Disposal/Ship Location Setup screen has been improved by adding a search filter within the Material Type tab. Pathway: Setup > Operations > Disposal/Ship Location ...
Services (Setup) - Surcharge Setup Updated (16224) [Enhancement]
The following changes have been applied to the Surcharge Rate Setup screen: 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. The Surcharge Rate tab i...
Accounts - Users Appearing Available For Tasks Without Permission 347 (16314)
Previously, an issue occurred with the "Add Task" feature, where all users were displayed in the drop down list for "Assigned To," contrary to the expected behavior of only displaying users with permission 347 (Assignable to Tasks). This has been r...
Line of Business (Setup/Services) - Field Added to Mobile Tab (16302) [Enhancement]
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: ...
Account Class Setup - Default Work Order Attachment Display in Customer Portal (16260) [Enhancement]
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 add...
Task Type (Setup) - NavuNav Created Tasks Not Routing to Default User (16313)
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 ...
Reason Code (Setup) - New 'Capture Competitor' Option Added (16334) [Enhancement]
The 'Capture Competitor' field has been made available to Add Service type reason codes when previously this field was limited to only the End Service type reason codes. Once enabled, a 'Current Competitor' field will display on the Add Active Serv...
Services (Setup) - Service Code and Charge Code Grids Updated to Include Additional Fields (16323) [Enhancement]
Service Code Setup The following fields have been added to the grid section of the Service Code Setup screen: Is Shell Bill Zero Amount Enable Routing Require Frequency Enable Driver Update Enable Account Signa...
Accounting (Setup) - Update to 'One Invoice Per PO' Setting Field (16365) [Enhancement]
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 ...
Default Bill Group - Setup Not Being Followed For New Added Accounts (16406)
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 ...
Operations (Setup) - Updating a Yard's Address is not Saving (16422)
An issue has been resolved that prevented an updated address to a Yard from saving. Pathway: Setup > Operations > Yard ...
Sales (Setup) - Logic Updated to Percentage Paid (16478) [Enhancement]
In Commission Plans Setup, the Contract Term Months field has been enhanced to support a maximum value of 72. Pathway: Setup > Sales > Commission Plans ...
Setup - Screens with +/- Action Buttons Replaced with Toggle Switches (16283) [Enhancement]
In several screen locations, the +/- action buttons, which previously served dual purposes for adding and removing actions while also indicating their current state, have been replaced with toggle switches. Pathways : Multiple locations ...
Permissions (System) - Permission Changes - Action Needed (16530) [Enhancement]
The following changes have been applied to permissions: Permission 92 (Override Work Order Charge Rate) was a duplicate of permission 336 (Edit Charge Code Rate for Work Order) and has been removed. Permission 326 has been renamed from "Mo...
Default Pricing - Default Rates to Support 4 Decimal Points (16479) [Enhancement]
Rate fields have been enhanced to support four decimal points in the following screens: Default Pricing \ Charge Code (depicted in example image) Available Charge Codes Account Default Rate Pathway: Setup > Services > Default Pr...
Truck Setup (Site Inventory)- Logic Updated to "Mark Inactive" in Edit Truck Screen (16647)
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...
UN Hazardous Material Setup (*NEW* Setup > Operations) - New Screen and New Column Added to Material Type Setup Screen (16460) [Enhancement]
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 M...
Line of Business (Setup) - Updates to Setup Screen (16667) [New Feature]
The following changes have been applied to the Line of Business Setup screen: Profitability tab renamed to 'Productivity and Profitability' Route Calculation field renamed to 'Route Profitability Calculation' Work Order Calculation renamed to...
Work Type Setup (Setup) - Modification to Alerts Tab and Notifications Added (16654) [New Feature]
The following enhancements have been applied to the Work Type Setup screen in the Alerts tab: Notification Type has been split out into three columns: Notification, Type and Schedule Two new service reminders have been added: Service Reminder ...