Updated Articles

  1. Tax Region - Add/Edit Tax Rate Enhancements (16234) [Enhancement]

    The following enhancements have been made to the Add/Edit Tax Rate editor: The name of the editor has changed from 'Tax Region Taxes' to  'Add / Edit Tax Region.' The 'Tax Type' has been added to display at the end of the taxes listed in the drop...
  2. Accounts - Inbound/Outbound Work Order Status Not Updating Posting Status (16241)

    The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway:  Accounts > Search > Ac...
  3. Reason Code Setup - 'Invoice Adjustment' Reason Code Type Updated (16258)

    The 'Invoice Adjustment' reason code type has been modified, and the GL Account drop-down field is no longer included. Pathway: Setup > System > Reason Code > Add Reason Code Related Articles: Reason Code Setup ...
  4. Accounts - 0% Recognized As Exact Match By Tax Verification (16232)

    Previously, the tax verification process did not acknowledge taxes with a 0% tax rate and showed them as missing in the Tax Results screen. Logic has been updated to recognize the 0% tax rate as an "Exact" match.  Pathway:  Accou...
  5. Tax Region Map - Data Not Loading on Screen (16263)

    An issue has been resolved that was preventing data from loading in the Tax Region Map screen.  Pathway:  Accounts > Tax Region Map ...
  6. Tax Region Setup & Tax Rate - Enhancements Made To Screen (16229)

    Tax Region Setup The following enhancements have been made to the Tax Region Setup screen: Tax Region Setup - Upper Grid An Excel Export button was added. A Search option has been added. Tax Region Setup - Tax Rate (tab) The Type ...
  7. Accounts - Processing Payments With Inactive Cards (16106)

    The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway:  Accounts > Search > Accounts  ...
  8. Bulk Update - Status Background Color Added (16225) [Enhancement]

    An enhancement has been made to the Bulk Update scree n to use background color indicators to identify the status of the update.  Green  - Processed status Red  - Voided status None  - Pending status Pathway:  Datab...
  9. Operations (Setup) - Disposal / Ship Location Automatic Transfer Work Order Issue Resolved (16171)

    The issue preventing the selected transfer site from loading in the Automatic Transfer Work Order section of the Disposal / Ship Location screen has been resolved. Pathway:  Setup > Operations > Disposal / Ship Location ...
  10. Scale Ticket Format 1 - '0' Gross Quantity Logic Update (16249)

    Logic has been updated to Scale Ticket Format 1 to exclude service record charges that have a Gross Qty of '0.' Pathway: Accounts > Service Record ...