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An issue has been resolved in the Create On Call Order screen that caused the Route drop down to change to 'Destination' if the selection from Order Type allowed disposal entry. Pathway: Accounts > Search > Account (Customer Service S...
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The Active Services screen has been updated with the following changes: The Vendor search icon has been properly aligned with the Vendor and Vendor Rate boxes. The green + icon that previously displayed under the map has been relocated to...
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An issue has been resolved that prevented appointment details from opening when double clicked on in the Pending section of Customer Details. Pathway: Accounts > Search > Accounts (Customer Service Screen) ...
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Logic has been updated to Inventory count to limit the count to only include the current site's inventory. Pathway: Accounts > Search > Account (Customer Service Screen) > Display Inventory ...
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Sort logic has been updated in the Invoice Adjustment screen to correctly sort dates when clicking on Date in the column head. Pathway: Accounts > Search > Account (Customer Service Screen) > AR History ...
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The following Deposit Date labels have been changed in the AR Payment Batch screen: The 'Deposit Cleared Date' header has been changed to 'Bank Cleared Date'. Right click on batch - 'Add Deposit Cleared Note' has been changed to 'Add Bank Cleared...
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Options available in the Reason Code drop down for On Call Orders have been corrected to limit to reason codes specific to On Call. In Setup > System> Reason Code , if Type = On Call, the reason code will display. Pathway: Accounts > S...
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The Excel icon that previously displayed on the Current tab's screen has been replaced with an Export button. Additionally, an issue has been resolved that produced an error and prevented route changes from being applied when Import was used. ...
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In Edit Account, Billing Contact 1 and Billing Contact 2 fields have been updated to display the title of the employee after their name in the selection list of contacts. Title pulls from the Title field in the Contacts screen. ...
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Previously, when viewing the Site Service Charge Rate Update Batch tool, the Apply button was cut off. This has been fixed. Pathway: Sales > Rate Update Batch ...