Updated Articles

  1. Account Portal - PrePayment Option Added (14085) [Enhancement]

    A PrePayment field has been added to the Make a Payment screen in the Account Portal as well as to Quick Payments. After a customer has entered a prepayment amount and processed payment, the excess funds are available for future balances to de...
  2. Dispatch - Rounding Logic Updated to Disposal Rate Field (14045)

    The  Disposal Rate  field in the  Edit Disposal/Ship Record  screen   has been updated to round to four decimal places. Pathway: Operations > Dispatch > (Edit Disposal/ Ship Record) ...
  3. Dispatch - Route Notifications Expanded to Include Text (14213) [Enhancement]

    The following changes have been made to the Email Notification tool in Dispatch and Services List: Email Notification has been renamed to Route Notification (Dispatch) or Service Notification (Services List). The notification has been expanded...
  4. Dispatch - New View Added to Services List in Dispatch (13978) [Enhancement]

    'Billing 2' has been added as a new view option for Services List (Operations > Dispatch) screen. This view includes the same fields as the original Billing view with an added Recurring Rate column. Recurring Rate only includes monthly recurring f...
  5. Dispatch - Performance Update to Refresh Button in Services List (14274)

    Performance has been updated to the refresh functionality when viewing the Services List screen in Resource Planning view. Previously, changes to a work order were not displaying when refresh was selected. This was resolved. Pathway: Op...
  6. Manifest Consolidation – Updating ‘Post Batch’ Status (14025)

    Logic has been updated to the availability of the 'Post Batch' status option in Manifest Consolidation. Post Batch is only available for selection when the work order linked to the batch is in a 'Posted' status. Pathway: Operations > Manifest C...
  7. Dispatch (Service Notifications View)- Sent Column Link Updated (14117)

    Previously, an issue prevented results from populating after a link was selected from the Sent column of the Dispatch screen. This has been resolved. Pathway: Operations > Dispatch ...
  8. Operations - Route Management Renumber Tool (13987)[Enhancement]

    A new Re-Number tab has been added to the Route Management tool in Operations. This tool is used for the purpose of re-numbering a route's sequence and can be used for multiple routes at a time. To use the tool: Select each route sequence re...
  9. Dispatch (Services List) – Screen Updates for 'Completion Data' View (13984) [Enhancement]

    The Services List  screen has been updated to include a Distance column to track the distance between the service location's address and the location the driver marked the service complete. The value in the Distance column displays as a link and wi...
  10. Vehicle Inspections – Filter Option Removed (14114) [Enhancement]

    The Region filtering option has been removed from the Vehicle Inspection screen in Dispatch. Going forward, this screen filters by the selected Division and Date. Pathway:  Operations > Vehicle Inspections ...