Updated Articles

  1. Operations - Update to Event Type Field Options in Work Type Event Class Item (14587)

    The Swap/Exchange option has been removed from the list of Event Types in Work Type Event Class Items.  Pathway:  Setup > Operations > Work Type  Event Class   ...
  2. Operations - New Fields Add to Add/Edit Truck Type (15065)

    The Truck Setup screen has been modified to include the following fields: Height Width  Truck UOM Size UOM ID  Road Weight  Weight UOM ID Pathway:  Setup > Operations > Truck Type ...
  3. Adjustment History and Pending Approval - Adjustment Approval Button Fix (15095)

    Previously, when a user selected the green check mark to approve an adjustment, the Confirmation window did not display and the Division filter would revert back to 'All'.  This has been fixed.  Pathway:  Accounting > Invoice Adjustme...
  4. Operations - Errror When Adding a Disposal Rate to a Disposal Location (15090)

    An issues has been resolved that caused an error message to display upon adding a new disposal rate to disposal location.  Pathway:  Setup > Operations > Disposal/Ship Location > Disposal Rate tab ...
  5. Site Details - Add Site Inventory (15097)

    Previously, an issue caused an error message to be produced when attempting to add and save a Site Inventory record. This has been resolved. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > select Display Inventory ...
  6. Accounts - Auto Pay Option Added to AP Payment Methods (14746) [Enhancement]

    The 'Auto Pay' option has been added to the Default Payment Method for an account and will display in AP Check Batches. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > right click Edit Account ...
  7. Account - Total Recurring Displays on all Views in Active Services (15080) [Enhancement]

    Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway:  Accounts > Search > Account (Customer Service Screen) > Active Services section ...
  8. Customer Portal - Invoice and Payment History Search Not Working (14850) [Enhancement]

    Previously, the Search option in the Invoice and Payment History screen of the Customer Portal was not responding to search entries. This has been fixed. Pathway:  Customer Portal > Invoice History ...
  9. AR Aging Management - Past Due Letters Not Generating (14457)

    An issue has been resolved that caused a blank page to generate for past due notifications if the 'Exclude Invoice By Email Account' was checked. Pathway :  Accounting > AR Aging Management > select Accounts > select Print ...
  10. Dispatch - Logic Update to the Start Date Field in Add Disposal / Ship Record and Add Route Disposal (14284) [Enhancement]

    Default logic has been added to the Start Date field on the Service Record's Add Disposal / Shipment screen and to the route's Add Route Disposal screen to populate using the route date. Pathways:  Operations > Dispatch > open Se...