Updated Articles

  1. Merge Sites Logic Updated

    Last Updated: 03/29/2023 in Release Notes Home Release 68 Database - 68
    Site matching logic has been updated to use both Address Line 1 and Address Line 2. Additionally, if Address Line 2 is populated it will display in the same column as the Address Line 1.  Pathway: Database > Merge Sites ...

  2. Services - Unable to Update Surcharge Rates (15053)

    Last Updated: 03/29/2023 in Release Notes Home Release 68 Setup - 68
    An issue has been has resolved in Surcharge Setup that prevented the Surcharge Rate section from displaying upon selection of a surcharge. Pathway: Setup > Services > Surcharge ...

  3. Service Record - Route Selection in Edit Active Service Not Working as Expected (15044)

    Last Updated: 03/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An issue has been resolved that affected Route drop down functionality. Pathway: Accounts > Search > (Edit) Active Service ...

  4. Service Record - Fixes to Add Disposal / Shipment Screen(15043)

    Last Updated: 03/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An issue has been resolved on the Add Disposal / Shipment screen that affected Qty and Save functionality. Additionally, the screen display has been corrected to open the Add Disposal / Ship record in a new window and not within the Disposal /...

  5. AR Reports - *New* Work Order Payments Report (14825) [Enhancement]

    Last Updated: 03/28/2023 in Release Notes Home Release 68 Reports - 68
    A new report ' Work Order Payments ' is available within AR reports and provides payment data based on the filter parameters selected. Start Date, End Date and Division are required to generate the report. Pathway: Reports > Standard Re...

  6. Logic Updated for Charge Code Rate Determination (14830)

    Last Updated: 03/28/2023 in Release Notes Home Release 68 Accounts - 68 Release
    Logic has been updated to correct how default pricing rates are determined when a charge code is added to the work order. Pathway: Accounts > Search > Work Order

  7. System - Unit of Measure Setup Screen Re-Added (14981) [Enhancement]

    Last Updated: 03/28/2023 in Release Notes Home Release 68 Setup - 68
    The Unit of Measure Setup screen has been re-added to Setup > System and uses the following logic: Edits to all existing UOMs are restricted to the Active status. Pathway: Setup > System > Unit of Measure ...

  8. Max Weight Charge - Flat Rate (14772) [Enhancement]

    Last Updated: 03/27/2023 in Release Notes Home Release 68 Accounts - 68 Release
    The Add/Edit Active Service  and Add/Edit Service Proposal screens have been updated to support an Over Max flat rate charge. To support this, the following changes were made: Over Max Type  column was removed Over Max Weight  was renamed to...

  9. Service Notifications - Notifications Not Sending For Completed Services (14915)

    Last Updated: 03/24/2023 in Release Notes Home Release 68 Database - 68
    An issue has been resolved that prevented service notifications from sending out for services marked complete by the driver on their iPad or tablet. Pathway: Database > Notification History ...

  10. Paper Invoice Fee Functionality Added (14975) [Enhancement]

    Last Updated: 03/24/2023 in Release Notes Home Release 68 Setup - 68
    New functionality has been added to the account's Bill Group to support the Paper Bill Fee option. Once enabled, fees display in Customer Service and on the invoice for all accounts assigned to the Bill Group. If an account should be excluded from...
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