Updated Articles

  1. Dispatch (Operations) - Fuel Entry Window Cannot Be Closed After Closing Driver Timeline (20785)

    Screen logic has been enhanced to Driver Timeline to prevent a user from closing the Driver Timeline screen if they have accessed another screen from it. Example: the user opened Driver Timeline and then selected Fuel to open the Fuel Receipt...
  2. Test Expand/Collapse ALL Snippet

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  3. GL Segmentation Setup

    Pathway:  Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, Ser...
  4. Generator Type Setup

    Pathway:  Setup > Account > Generator Type    Generator Type Setup   is used to establish classifications for the different categories of waste producers that a company services. Field Descriptions Field Description ...
  5. Site Class Setup

    Pathway:  Setup > Account > Site Class Site Class Setup categorizes sites within an account and is primarily used in target pricing.  Field Descriptions Field Description Site Class ID Syst...
  6. GL Segmentation (Setup / Accounting) - Add Generator Type and Site Class Segments (18346)

    The  Site Class  and  Generator Type have been added as segmentation options in the GL Segmentation Setup screen for the following categories: Unearned Revenue, Revenue, Surcharge, Tax, and Franchise Fees. Pathway:  Accounting > GL ...
  7. Database Query (Database) - Fields Added to Work Order Query (20954)

    The following fields have been added to the Work Order query in the Database Query tool: Completion Latitude Completion Longitude Destination Origin Facility Pathway:  Database > Database Query ...
  8. Database Query (Database) - Fields Added to Active Services Query (20955)

    The following fields have been added to the Active Services query in the Database Query tool: Last Completed Data Service Root Id Service Duration Site Old Id Siteservice External Id Pathway:  Database > Database Query ...
  9. Create and Send a Contract

    Pathway:  Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...
  10. Create and Send a Proposal

    Pathway:  Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts  section of a site. Proposals are created for a vari...