Updated Articles

  1. Active Dispatch - Screen Updates (16077) [Enhancement]

    The following screen improvements have been applied to the Active Dispatch screen: User adjusted sizing of the split screen (Map vs Route List) will save when the user exits and re-enters Active Dispatch. Truck name has been added to display belo...
  2. Active Dispatch - Count Tally Added to Unassigned Work Column (16122) [Enhancement]

    The Unassigned Work column in the Active Dispatch screen has been updated to include a count tally in the banner. Pathway: Operations > Active Dispatch ...
  3. Create Billing Batch- Date Fields Inactive When Creating Scheduled Batches (16119)

    An issue has been resolved that prevented a user from being able to edit the 'Bill From Date' and 'Bill To Date' fields when creating a scheduled billing batch.  Pathway:  Accounting >Billing ...
  4. Accounts - Scale Ticket Modifications (16094) [Enhancement]

    The following changes have been made to the Scale Ticket: The placement of the site address and division addresses have been flipped.  A Driver Signature line has been added. A Weighmaster Signature line will populate  with the user's store...
  5. Accounts - Default Logic Updated for Accounts When Status Changes from Prospect to Active (15936) [Enhancement]

    The following default setting logic has been updated to accounts when the status changes from Prospect to Active: In Account Class Setup, values found in the Default Account Term, Default Account Credit Limit, and Default Rebate Payment Typ...
  6. Accounts - View/Edit Proposal Details Display Payment Information (16045) [Enhancement]

    An enhancement has been made to View/Edit Service Agreement to display the payment information if payment was collected when the contract was signed. Pathway:  Search > Accounts > Orders, Quotes, and Contracts (section) ...
  7. Accounts (Proposals) - Service Agreement to Display Required Payment Information (15020) [Enhancement]

    Red text with payment requirements has been added to the Service Agreement if a deposit is required and the amount is greater than $0.00.  With this change, proposals can only be marked 'Sold' if both the signature and deposit are received.  ...
  8. Accounts - Transfer Service Option Relocated and Logic Updates (16063) [Enhancement]

    A modification has been implemented to move the "Transfer Service" option from the customer service menu's list of choices to the "Active Services" section. To initiate a transfer, right-click on the relevant service and choose 'Transfer Service' f...
  9. Division Group Setup - External ID Added To Setup (16100) [Enhancement]

    An enhancement has been made to the Division Group Setup screen to include an External ID field.  Pathway:  Setup > System > Division Group ...
  10. Autopay Management - 'Day of Month' Added to Export File View (16033) [Enhancement]

    The Export file from the Autopay Management screen has been corrected to include the 'Day of Month' column. Pathway:  Accounting > Autopay Management  ...