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Logic has been corrected to request types to restrict what is available to only active types. Pathway: Accounts > Search > Accounts ...
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An issue has been resolved with the Posting Status Code for Work Order queries that prevented the correct display of status code values. Pathway: Database > Database Query ...
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Last Updated: 09/09/2024
in Sales Home Pipelines
Pathway: Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...
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The following updates have been applied to the Database Query: Account Name 2 and Invoice Date fields were added to the Revenue entity. When adding a filter, the Column field includes search functionality and has also been updated to display...
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An update has been implemented across multiple screens with user dropdown lists, now showing the user's title and department next to their name. ...
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Setup Screen Changes In the System Options Setup screen, a new field called 'Enable Limit Materials to LOB' has been added under the Operations tab. When this option is enabled, a Line of Business tab will display on the Material Type Setup s...
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Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
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Logic has been updated for the Line of Business field in the Add Reason Code screen. When 'Downtime' is selected as the Type, the Line of Business field will no longer be required. Pathway: Setup > System > Reason Code ...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Two new tabs have been added to the Edit Cancellation Request screen: A History tab has been added to track changes to cancellation requests, including updates to the assigned personnel and the current stage of the request. A Linke...