Updated Articles

  1. NavuNav (Android) - Reasons Not Displaying for 'Omit Signature' Option (15984)

    An issue has been resolved in the Android app that was preventing the reasons from populating for 'Select Omit Signature Reason'. ...
  2. Site Inventory (Equipment)

    Pathway:  Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers to...
  3. NavuNav (Android) - Group Labels Limit Increased (15874) [Enhancement]

    The Group Label function in NavuNav has been updated to increase the maximum number of labels that can be uploaded from 300 to 450. ...
  4. NavuNav (Android) - Decimal Points Allowed on Screens (16246) [Enhancement]

    The Items Collected and Add/Update Extras screens in the NavuNav Android app have been enhanced to support the use of decimals. ...
  5. Accounts - Logic Updated to Reason Codes in View Change History and Service Additional Fields Screens (16333) [Enhancement]

    The Reason Code field in the View Change History and Service Additional Fields screens now allows users with permission 392 (Edit Reason Code in Sales Results and History) to edit the code to another of the same type. Pathway: Account...
  6. Reports/Accounts - 'Sales Results Net New' Report and Rate History Screen Reason Code Updates (16310)

    Sales Results Net New  Pathway:  Reports > Analysis > Sales Results Net New The Sales Results Net New screen has been updated to include a Reason Code column. If the user has permission 392 (Edit Reason Code in Sales Results and Histor...
  7. Rate Update Batch (Sales) - Screen Updates (16332) [Enhancement]

    The Site Service Rate Update Batch screen has been enhanced to now include a Quantity (QTY) field and a Service Frequency field within the Extended Grid View. Pathway: Sales > Rate Update Batches > (open) Service Batches ...
  8. Order Processing (Accounts) - Screen Updates to Online On-Call Orders Tab (16040) [Enhancement]

    The following columns have been added to the Online On-Call Orders screen: Term Estimated Charges Payments Approve Hover over the Approve button to display the ' Approve Release to Dispatch' tool tip. Upon selecting the Approve button for a ...
  9. AR Payment Batch (Accounting) - Logic Update to Bank Account Selection (16261)

    The Bank Account drop down option in Create AR Payment Batch has been revised to restrict accounts to those linked to divisions accessible by the user. Pathway: Accounting > AR Payment Batch ...
  10. Services (Setup) - Service Code and Charge Code Grids Updated to Include Additional Fields (16323) [Enhancement]

    Service Code Setup The following fields have been added to the grid section of the Service Code Setup screen: Is Shell Bill Zero Amount Enable Routing Require Frequency Enable Driver Update Enable Account Signa...