Updated Articles

  1. Accounts (Contracts and Agreements) - Logic Update to Require Deposit Amount Field (14219)

    Last Updated: 09/06/2023 in Release Notes Home Release 70 Accounts - 70 Release
    The "Require Deposit Amount" field on the Add Proposal screen has been renamed to "Payment Required at Customer Signature" and has been updated to include the following options: Not Required Customer and Sales Rep can sign the contract without co...

  2. Dispatch - Map Unable To save Multiple Records When Updating Work Status (15680)

    Last Updated: 09/06/2023 in Release Notes Home Release 70 Operations - 70 Release
    A previous issue with the Route Dispatch Map not allowing users to save a Work Status change when the polygon tool was used has been successfully resolved. Pathway:  Operations > Dispatch ...

  3. Cancellation Requests (Pipelines) - Site Name Column Renamed To 'Site' (15698) [Enhancement]

    Last Updated: 09/06/2023 in Release Notes Home Release 70 Sales - 70 Release
    On the Cancellation Requests screen, the Site Name column has been renamed to 'Site'. Pathway:  Sales > Pipelines > Cancellation Requests  ...

  4. AR Payment Batch - Period Filter Updated (15368) [Enhancement]

    Last Updated: 09/06/2023 in Release Notes Home Release 70 Accounting - 70 Release
    The following enhancements have been made the AR Payment Batch screen: The previous drop-down Period filter has been updated to display as a month/year picker. If the selected time period is closed, 'Closed' will display in red. Pa...

  5. Route Management - Import Ignoring Start Date Entered on Import File (15712)

    Last Updated: 09/05/2023 in Release Notes Home Release 70 Operations - 70 Release
    A previous issue has been resolved that caused the import in Route Management to ignore the start date entered in the import file. Pathway: Operations > Route Management > Import ...

  6. Aging Summary To Date

    Last Updated: 09/05/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Aging Summary To Date The 'Aging Summary To A Date' report summarizes the aging details for accounts in the selected division based on the date entered. Required Permissions Permissi...

  7. Aging Details To Date

    Last Updated: 09/05/2023 in Reporting Home Standard Reports AR
    Pathway:  Reports > Standard Reports > AR > Aging Details To Date The 'Aging Details To A Date' report provides additional aging details for accounts in the selected division based on the date entered. Required Permissions P...

  8. Add Site - Logic Updated to New Site Template (15685) [Enhancement]

    Last Updated: 09/05/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to the 'New Site Template' to restrict access based on the user's division access (assigned on their user account). If the template does not have a division assigned, it will continue to be visible to all users.  Pat...

  9. Operations (Setup) - Validation Message Updated in Manifest Consolidation Eligible Setup (14640) [Enhancement]

    Last Updated: 09/05/2023 in Release Notes Home Release 70 Setup - 70 Release
    The validation popup that appears when a user incorrectly attempts to add a charge code has been updated with new wording. Previous : First add selected Charge Code by clicking Plus (+) sign.  New: Charge Code must be added by clicking (+) b...

  10. Disposal / Ship Location Setup - Disposal Calculation Updated to Use Internal Rate for Internal Trucks and Disposal Location (15135) [Enhancement]

    Last Updated: 09/01/2023 in Release Notes Home Release 69 Setup - 69 Release
    The setup below is necessary for calculating rates for internal trucks and disposal locations.  Disposal / Ship Location Setup Pathway:  Setup > Operations > Disposal / Ship Location When the Ownership field of the disposal location is se...
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