Updated Articles

  1. Customer Portal - 'Closed' Status Updated in Request History (16601)

    When a system user in Navusoft closes a request, the status on the Customer Request History screen in the customer portal is updated to show "Closed." Previously, it displayed as "Closed - Not Chargeable." Pathway:  Customer Portal ...
  2. Active Dispatch (Operations) - Screen Enhancements (16188, 16621) [Enhancement]

    The following screen improvements have been applied to the Active Dispatch screen: A Filter Equipment option has been added to further filter the Unassigned Work column. The stop's sequence number displays inside the location pin (only for route...
  3. Account Class (Setup) - New 'Enable Duplicate Account and Site Check' Field Added (16529) [Enhancement]

    A new setting field 'Enable Duplicate Account and Site Check' has been added to the Details tab in Account Class Setup. The following logic applies to the selection options: Yes: Enables the account/site creation duplication check. This is also th...
  4. AR Payment Batch (Accounting) - F5 Shortcut To Payment Screen Not Working Consistently (16718)

    Previously, there was an issue within the AR Payment Batch screen where using the F5 key shortcut to add payments to a batch did not consistently open the Search Accounts/Sites screen as intended. This issue has been resolved. Pathwa...
  5. GL Transaction Processing - Screen Stuck on 'Loading' When 'Fix Errors' is Selected (16717)

    Previously, when selecting 'Fix Errors' within the GL Transaction Processing screen, the interface would become stuck on 'Loading,' preventing the errors from being fixed. This issue has been resolved. Pathway:  Accounting > GL T...
  6. GL Transaction Processing (Accounting) - Support for Individual GL Batch Creation (16732) [Enhancement]

    A new 'Create Individual GL Batches' button has been added to the GL Transaction Processing screen. When selected, the user will be prompted to add a note that will be copied onto each created GL Batch.  If the user has selected multiple batches ...
  7. Account Request Type/Account Request Management - Department Field Added and Field Name Change (16681) [Enhancement]

    The following changes have been applied to the Account Request Type Setup screen and Account Request Management screen: Account Request Type  The following changes have been applied in   Account Request Type Setup screen:  'Assign to Default'...
  8. Orders, Quotes and Contracts - Logic Updated for Validation of Discounted Rates (16793)

    The logic for discount calculation has been corrected for proposals/contracts with 'Pre-Authorization' set to "Required for Rates Below Max. Discount" in the Add/Edit Document Type setup. Validation is also based on the what was entered in the Max D...
  9. Route Dispatch Map (Operations) - Truck's Last Known Location Not Displaying on Map (16725)

    An issue has been resolved that prevented a truck's last known location from being displayed on the Route Dispatch Map. Pathway:  Operations > Dispatch  ...
  10. Sales Results Net New (Reports) - Site Counts Added to the Controllable and Non Controllable Columns (16706) [Enhancement]

    An enhancement has been made to add total site counts under the Controllable and Non Controllable column in the Sales Result Net New screen. Pathway:  Reports > Analysis > Sales Results Net New  ...