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Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > Site Class
Site Class Setup categorizes sites within an account and is primarily used in target pricing.
Field Descriptions
Field
Description
Site Class ID Syst...
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The Site Class and Generator Type have been added as segmentation options in the GL Segmentation Setup screen for the following categories: Unearned Revenue, Revenue, Surcharge, Tax, and Franchise Fees. Pathway: Accounting > GL ...
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The following fields have been added to the Work Order query in the Database Query tool: Completion Latitude Completion Longitude Destination Origin Facility Pathway: Database > Database Query ...
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The following fields have been added to the Active Services query in the Database Query tool: Last Completed Data Service Root Id Service Duration Site Old Id Siteservice External Id Pathway: Database > Database Query ...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts
This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
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Last Updated: 04/15/2026
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the ac...
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The issue with the Tare Weight and UOM fields not displaying when adding to a Site Inventory for Serialized Equipment has been fixed. Both fields are correctly being displayed on the Add Site Inventory (serialized only) screen. Pat...
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To support unattended scale requirements that require geolocation for more precise accuracy than a physical address, a Map Location feature was added to the Update Facility screen. If selected, it has the same functions as the map accessed from t...
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Permission (485) has been added to limit users from being able to delete an account request. If the user does not have permission 485, the "Delete" button will be disabled on the Account Request screen and the delete action button on the Account ...