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The logic has been revised to restrict the generation of a single invoice when a billing batch is currently in progress for the account. In the image below, 'Generate Invoice' is unavailable and the billing batch is referenced in red text at the top...
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In the Add/Edit Commission Rule Parameters editor screen, percentage values have been updated to support a maximum of 200% for the ABC Pricing rule. Pathway: Setup > Sales > Commission Plans ...
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In the NavuNav Settings of a charge code, if ' Hide In NavuNav' is set to "Yes," the charge code will not display in the NavuNav Available Extra Charges section on the Line of Business Setup screen. Charge Code Setting Effect in Line o...
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The 'Enable Service Photo Display' settings has been renamed to "Default Work Order Photo - Display in Customer Portal." Additionally, the photo logic in NavuNav has been modified to align with this updated setting. Pathway: Setup > Acc...
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An issue has been resolved that caused the Value to disappear from the Site Custom Settings Properties if an edit was made to the site. Pathway: Accounts > Edit Site > [select} Site Custom Settings icon ...
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Service Record logic has been updated to allow for the addition or removal of a photo to a Posted or Billed work order. Pathway: Accounts > Search > Accounts ...
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Work Order Format 3 has been updated to display the driver and customer signatures captured in NavuaNav at the bottom of the work order along with the completion date (contingent upon a signature capture). Pathway: Setup > Report Format...
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An issue has been resolved that prevented a user with permission 303 (Modify Disposal Records For Posted/Billed Work Orders) from being able to edit a disposal record. Pathway: Accounts > (Open) Service Record > Disposal/Ship tab ...
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In the Duplicate Accounts screen that is returned in the process of adding a new account, when the user follows the hyperlink to view a possible duplicate account, a return link has been added to return the user back to the duplicate results scree...
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Invoice Detail Level functionality has been added to allow for grouping invoice details by Line of Business, Material, or Site Service. This option is only visible when the invoice format assigned to the Bill Group is formatted to use this functiona...