Updated Articles

  1. AR Payment Batch - "Deposit Date" Labels Changed (15108)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Accounting - 69 Release
    The following Deposit Date labels have been changed in the AR Payment Batch screen: The 'Deposit Cleared Date' header has been changed to 'Bank Cleared Date'. Right click on batch - 'Add Deposit Cleared Note' has been changed to 'Add Bank Cleared...

  2. Accounts - On Call Service Reason Codes (15120)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code , if Type = On Call, the reason code will display. Pathway:  Accounts > S...

  3. Route Management - Export/Import Buttons Updated In Current Tab (14639)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Operations - 69 Release
    The Excel icon that previously displayed on the Current tab's screen has been replaced with an Export button. Additionally, an issue has been resolved that produced an error and prevented route changes from being applied when Import was used. ...

  4. Accounts - Edit Account Billing Contact 1 and 2 Updated (14337) [Enhancement]

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Accounts - 69 Release
    In Edit Account, Billing Contact 1 and Billing Contact 2 fields have been updated to display the title of the employee after their name in the selection list of contacts.   Title pulls from the Title field in the Contacts screen.   ...

  5. Rate Update Batch - Rate Change Apply Button (15093)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Sales - 69 Release
    Previously, when viewing the Site Service Charge Rate Update Batch tool, the Apply button was cut off. This has been fixed. Pathway:  Sales > Rate Update Batch ...

  6. Operations - Update to Event Type Field Options in Work Type Event Class Item (14587)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    The Swap/Exchange option has been removed from the list of Event Types in Work Type Event Class Items.  Pathway:  Setup > Operations > Work Type  Event Class   ...

  7. Operations - New Fields Add to Add/Edit Truck Type (15065)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    The Truck Setup screen has been modified to include the following fields: Height Width  Truck UOM Size UOM ID  Road Weight  Weight UOM ID Pathway:  Setup > Operations > Truck Type ...

  8. Adjustment History and Pending Approval - Adjustment Approval Button Fix (15095)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Previously, when a user selected the green check mark to approve an adjustment, the Confirmation window did not display and the Division filter would revert back to 'All'.  This has been fixed.  Pathway:  Accounting > Invoice Adjustme...

  9. Operations - Errror When Adding a Disposal Rate to a Disposal Location (15090)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    An issues has been resolved that caused an error message to display upon adding a new disposal rate to disposal location.  Pathway:  Setup > Operations > Disposal/Ship Location > Disposal Rate tab ...

  10. Site Details - Add Site Inventory (15097)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, an issue caused an error message to be produced when attempting to add and save a Site Inventory record. This has been resolved. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > select Display Inventory ...
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