Updated Articles

  1. Active Service (Accounts) - Reversal of Future Dated Active Service Not Working (19926)

    The issue with not being able to successfully reverse a  future-dated service that previously had a route-change applied has been fixed. A future-dated service that had a route changed can be reversed as expected. Pathway: Account...
  2. Apply Convenience Fee

    The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can app...
  3. System Options (Setup) - Account and Site Logic Updated if SAP Enabled (20781)

    To prevent accounts and sites to mix divisions, so all sites must match the account's division, if SAP is enabled for the Enable ERP Integration  setting in System Options Setup,  then the Division field in the Edit Account and  Add/Edit S...
  4. Import User

    The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens. ...
  5. Import Users (Database) - File Format Logic Updated to Prevent Import Errors (20300)

    Previously, when importing users, the process would fail if the CSV file did not include a header row. The import logic has been updated to require a header row to ensure the file format is validated before processing. Additional file requirement ...
  6. Rate Update Batch (Sales) - Service Changes Posting Despite “Included” Checkbox Being Unchecked (20629)

    An issue has been resolved where rate history updates were applied to sites that were not selected in a Rate Update Batch . In some cases, unselected sites received new start and end dates in rate history even though no rate change was made.  ...
  7. Inventory Management

    Pathway:  Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid p...
  8. Inbound / Outbound (Operations) - Calculation Logic Correction for Pounds to Long Ton on Disposal / Ship Records (20056)

    A calculation issue on Disposal Records that caused a discrepancy in the pounds to  long ton conversion has been resolved. ...
  9. Inbound / Outbound (Operations) - Deleting Default Origin Text No Longer Advances to Next Screen (20634)

    An issue that caused the Inbound Order creation screen to automatically advance when the default Origin text was fully deleted has been resolved. Previously, if a user began typing in the Origin field and then deleted the entered text to resta...
  10. Prepayments (Create On Call Order)

    Pathway:  Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and conveni...