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Previously, an issue occurred that prevented a user from reverting a work order's status back to Pending once it was posted. This has been fixed. Pathway: Accounts > Search > Work Order/Invoice/Reference/PO ...
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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...
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The following changes have been applied to the Add/Edit Truck screen in Site Inventory: Speed UOM has been removed. Volume Capacity and Weight Capacity along with their UOM fields are no longer required to save. Pathway: Ac...
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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...
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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...
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Previously, when a service record included a photo, the photo icon only displayed on the Calendar and in the Service History grid for Exceptions. Logic has been updated to display the icon for all service records a photo has been uploaded to. ...
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An issue has been resolved that prevented the Disposal Location field from displaying all the disposal locations available to the route's division. Pathway: Operations > Dispatch > Double Click on Route ...
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The 'Deposit' field in the Settings tab of Proposals and Agreements has been renamed to 'Payment Required At Customer Signature'. Pathway: Accounts > Search - Quotes and Contracts ...
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Logic was updated to Account Requests to send a text message notification to the Sales Rep on the account when a request is received from the Customer Portal. A text message is also sent to any user a request is reassigned to. This follows similar t...
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The following logic has been updated to the tabs on the Billing screen: Pending and In Process - The 'Send Notifications' right-click option has been restricted to only display for batches in a Posted status. History - The 'Resend Notifications' ...