Updated Articles

  1. Services List - Equipment Column Updated to Include Equipment Properties (15880) [Enhancement]

    Last Updated: 10/11/2023 in Setup Home Operations
    The Equipment column on the Services List screen now shows an asterisk next to the equipment type if that equipment includes properties related to a service. When you hover your cursor over the asterisk, the associated properties will be displayed. ...

  2. Operations - Holiday Schedule Editor Updated (14371) [Enhancement]

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Setup - 70 Release
    Previously, when making changes to a holiday schedule item, only the "From Date" field was accessible for editing. This feature has been enhanced to include an editable "To Date" field as well. Pathway:  Setup > Operations > Holiday Sche...

  3. System - New Key Paths Added to Service Notifiction / Reminder Template (15879) [Enhancement]

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Setup - 70 Release
    Key Paths for the "Service Notification / Reminder," Notification Type has been updated to include "account.division."   Pathway: Setup > System > Notification Template ...

  4. Dispatch - Service Record Posting Destruction Date And Receipt (15869)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Operations - 70 Release
    The following updates have been applied to the Destruction Date Tracking field in Work Type Setup: A new option "Tracking and Destruction Date Entry Required" has been added and requires the user to enter the Transfer Receipt Date and Destructio...

  5. Accounts - Service Record External ID Not Copying to Service Record (15848)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Previously, when creating an on call work order, the External ID was not copying over to  the service record. This has been resolved.   Pathway:  Accounts > Search > Accounts  ...

  6. Rate Update Batch - Site Information Not Displaying After Batch is Posted (15789)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Sales - 70 Release
    Previously, after a rate update was posted, the Site ID and Site Name did not display when the batch was reopened. This has been resolved.  Pathway:  Sales > Rate Update Batch ...

  7. Standard Reports (AR) - Driver Productivity Removed (15872)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Reports - 70 Release
    Within Standard Reports >  AR, the Driver Productivity Report has been removed.  Pathway:  Reports > Standard Reports > AR  ...

  8. GL Transaction Processing - Logic Updated to Display the User Who Posted (15841)

    Last Updated: 10/11/2023 in Release Notes Home Release 70 Accounting - 70 Release
    The GL Transaction Processing screen has been updated to display the name of the user who processed single invoices. Pathway: Accounting > GL Transaction Processing ...

  9. AR History - Balance Write Off Logic Update (14110) [Enhancement]

    Last Updated: 10/10/2023 in Release Notes Home Release 70 Accounts - 70 Release
    In AR History, the Reason Code drop down for Balance Write Offs has been updated to only include "Invoice Adjustment" reason code types that also have a GL Account identified. Pathway: Accounts > AR History ...

  10. Services List (Dispatch) - Logic Updated to 'Set Posting' for Posted Work Orders (15849)

    Last Updated: 10/10/2023 in Release Notes Home Release 70 Operations - 70 Release
    Previous posting logic only allowed a work order to progress in the "Pending" to "Posted" process. With this change, if a work order has not been billed, the Posting Status can be reverted back to "Ready to Post" from a "Posted" status. ...
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