Updated Articles

  1. Daily Analysis (Analysis / Reports) - New Columns Added to Payments By Day (19767)

    Updates have been made to the Payment by Day Analysis screen to address issues that caused certain transactions to be excluded due to date formatting and payment type filtering.  To improve accuracy and clarity, additional columns have been ad...
  2. GL Transaction Processing (Accounting) - Fix Deployed for Incorrect Data Display on GL Pending Tab (20038)

    A fix has been deployed to resolve an issue where the GL Pending tab displayed unexpected older data following the 76 upgrade. The tab now correctly shows only the appropriate pending records as intended. Pathway: Accounting > GL Transa...
  3. Inbound/Outbound (Operations) - Error When Adding a New Scale Interface (19770)

    An issue was identified where users encountered an error when attempting to add a new scale interface. This has been resolved.  Pathway: Operations > Inbound / Outbound ...
  4. AP Check Batch (Accounting) - AP Check Batch Fails to Create (19901)

    An issue has been resolved that caused the AP Check Batch to fail to create after the user has entered all the required information and selected 'Create Batch.'  Pathway: Accounting > AP Check Batch ...
  5. Rate Update Batch (Sales) - Rate Update Batch Reversal Deleting Service Records and Not Resetting Scheduled-Through Date (19366)

    An issue was resolved where reversing a Rate Update Batch did not properly restore associated service schedule (route) records. This has been corrected, and service schedule records now return to their expected state when a Rate Update Batch is reve...
  6. Automated Route Integrity Cleanup to Prevent Routing Issues (18858, 19387)

    A Route Integrity process has been implemented to enhance routing reliability by ensuring routine data discrepancies are automatically reviewed and corrected. Examples this includes:  Ending duplicate site service schedules for the same day ...
  7. Edit Service Record (Accounts) - Update to Display of Site Notes (19974)

    Previously, lengthy service notes could block access to other tabs on the Service Record screen. This update allows users to scroll within the Site Notes section, ensuring all tabs remain accessible.  Pathway: Customer Service S...
  8. Database Query (Database) - Fields Added to Work Orders Query (19979)

    Site Service ID has been added as a field option to the Active Services and Work Orders queries. Pathway: Database > Database Query ...
  9. Database Query (Database) - Fields Added to the Active Services Query (19984)

    Reason Code has been added as an option to the Active Services query.  Pathway: Database > Database Query ...
  10. Database Query (Database) - Fields Added to 'Daily Route Productivity' Query (19985)

    Truck State has been added as a field option to the Daily Route Productivity query.  ...