Updated Articles

  1. Active Service - Edit Active Service Overwrites Current Rate (14884)

    Last Updated: 03/03/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Logic has been updated to the rate fields in Edit Active Service to prevent the default rate from being applied if the Qty, Service Code or Frequency are not changed. Pathway: Accounts > Search > Edit Active Service (Right Click) ...

  2. Pipeline Summary - Values Displaying as NaN (14836)

    Last Updated: 03/03/2023 in Release Notes Home Release 68 Sales - 68
    Previously, an issue caused values on the Pipeline Summary screen to display as 'NaN'. This has been fixed.  Pathway: Sales > Pipelines > Pipeline Summary ...

  3. Route Management - 'All' Option in Service Region Not Displaying (14910)

    Last Updated: 03/03/2023 in Release Notes Home Release 68 Operations - 68
    An issue has been fixed in Route Management that prevented the 'All' check box from displaying as a selection option in the Service Region drop down for the Current and Pending tabs. Pathway: Operations > Route Management ...

  4. Service Record - Logic Updated to Voided Labels for Manifest Consolidation Transfer Batches (14886)

    Last Updated: 03/02/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Void logic has been updated to labels assigned to a Manifest Consolidation Batch: A label can not be voided if: Batch is Posted Batch is Shipped Batch is Ready to Ship If the Manifest Consolidation Batch is Open: The label can be voided and...

  5. AR History - Autopay Setup Not Saving 'Day of Month' (14790)

    Last Updated: 03/02/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An issue was reported that affected the 'Day of Month' from saving for accounts on autopay. Previously, upon saving the account's payment method (with an entry to the Day of Month field), the Day of Month field did not save. This has been fixed.  ...

  6. Billing - Pending Approval Adjustments Added to Pre-Billing Analysis Screen (14785) [Enhancement]

    Last Updated: 03/01/2023 in Release Notes Home Release 68 Accounting - 68 Release
    A Pending Approval Adjustments tab has been added to the Pre-Billing Analysis screen in Billing.  Review the tab for outstanding invoice adjustments that have not been approved to prevent billing errors. The following actions can be taken fo...

  7. AR History - Email Indicators Not Displaying Correctly (14900)

    Last Updated: 02/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Previously, an issue prevented the email status indicators from displaying correctly on the account's AR History screen for sent and viewed emails. This has been fixed.   Pathway:  Accounts > Search > Accounts (Customer Service Screen) -...

  8. Work Order - Scanning Labels Logic Updated for Receipt Timestamp (14732)

    Last Updated: 02/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Logic has been updated to the scanning labels receipt timestamp to pull from the local browser time. Pathway: Accounts > Search - Work Order / Invoice / Reference / PO ...

  9. Invoice Notification Monitoring - Search and Export Options Added (14780) [Enhancement]

    Last Updated: 02/27/2023 in Release Notes Home Release 68 Accounting - 68 Release
    The Notification Details screen available through the Invoice Notification Monitoring  tool has been updated to include Search and Excel export options. Pathway: Accounting > Invoice Notification Monitoring  ...

  10. Analysis Reports - Sales Results Net New Screen Updates (14838)

    Last Updated: 02/27/2023 in Release Notes Home Release 68 Reports - 68
    The Sales Result Details  screen of the Sales Results Net New report has been updated with the following: A search box has been added. The toolbar was reordered to the following: Show Map, Export and Search. Column alignment formatting comple...
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