Updated Articles

  1. Standard Reports (Aging Report) - Error When Bill Group Applied (14795)

    Last Updated: 08/28/2023 in Release Notes Home Release 70 Reports - 70 Release
    An error within the Aging report, triggered by the application of the Bill Group filter, has been resolved. Pathway:  Reports > Standard Reports > AR > Aging Details ...

  2. Aging Details - Bill Group Filter Showing Error (14794)

    Last Updated: 08/28/2023 in Release Notes Home Release 69 Reports - 69 Release
    An error within the Aging Details report, triggered by the application of the Bill Group filter, has been resolved. Pathway:  Reports > Standard Reports > AR > Aging Details ...

  3. Work Type Setup - Correction to Inventory Move Type Options (15677)

    Last Updated: 08/25/2023 in Release Notes Home Release 70 Setup - 70 Release
    A correction has been made to the 'Inventory Move Type' field in the Work Type setup screen to only display the following work types: None Delivery Exchange Removal Pathway: Setup > Operations > Work Type ...

  4. Notification Templates - Key Paths Available to Text Messages (14544) [Enhancement]

    Last Updated: 08/25/2023 in Release Notes Home Release 70 Setup - 70 Release
    You can now include Key Paths in text messages by double-clicking on them. This will automatically insert the Key Path at the current cursor position. Pathway: Setup > System > Notification Template ...

  5. Report Format Setup - Edit Dashboard Panel Allow LOB To Be Cleared - (15695)

    Last Updated: 08/25/2023 in Release Notes Home Release 70 Setup - 70 Release
    The Edit Dashboard Panel feature in Report Format Setup now allows you to easily clear the Line of Business (LOB) selection using the small "x" icon. Pathway:  Setup > Report Formats ...

  6. Setup (System) - Division Setup Field Change (14728) [Enhancement]

    Last Updated: 08/24/2023 in Release Notes Home Release 70 Setup - 70 Release
    The "Esc Auto Process" field in Division Setup has been renamed to "Auto Process Service Changes". Pathway :  Setup > System > Division ...

  7. Accounting - Custom Field 1 and 2 Increased (15671) [Enhancement]

    Last Updated: 08/24/2023 in Release Notes Home Release 70 Setup - 70 Release
    The character limits for the Custom 1 and Custom 2 fields on the Add/Update Bill Group screen have been extended to accommodate up to 100 characters. In the event that this character limit is surpassed, the field will be visually highlighted with a ...

  8. Inventory Management & Site - Logic Updated to Serial Number field (15670)

    Last Updated: 08/24/2023 in Release Notes Home Release 70 Operations - 70 Release
    The field logic for the Serial Number field has been revised when adding a serialized equipment type. Following this update, the Serial Number field will now be mandatory to complete the equipment entry. This requirement applies whether the equipmen...

  9. Add Account - Account Templates Logic Updated (14307) [Enhancement]

    Last Updated: 08/24/2023 in Release Notes Home Release 70 Accounts - 70 Release
    Logic has been updated to the Add Account Templates 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. ...

  10. Dispatch (Route Optimization) - Optimization Ignored Site Business Hours When Run on Future Date (15642)

    Last Updated: 08/24/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that caused Route Optimization to ignore site business hours if optimization was run on a future date. Pathway:  Site Information (Customer Service Screen); Operations > Dispatch > Route Optimization ...
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