Updated Articles

  1. Edit Active Service - Logic Updates for When Equipment Type is Changed (15426) [Enhancement]

    The following logic has been updated to Edit Active Service screen: If the equipment type is changed for an active service, a removal work order is created for the old equipment and a delivery work order is created for the new equipment. Removal a...
  2. Navu Chat - Group Chat Not Starting (15479)

    An issue has been resolved that prevented users from starting a group chat using Navu Chat.  Pathway: Home > Chat ...
  3. Manifest Consolidation Batch - Shipping Reports Not Showing Summary for Transfer Batches (15493)

    Previously, the summary section in the Shipping Report for transfer batches was not displaying the information. This has been fixed. Pathway: Operations > Manifest Processing > Manifest Consolidation: Option to Print Shipping Report ...
  4. AR Payment Batch - Display of Work Order Number (15469) [Enhancement]

    The Batch screen has been updated to display the work order number under the account name if the payment is associated to a work order (payment was collected on the Payments tab of the Service Record/Work Order). Pathway: Accounting > A...
  5. Operations - Work Type and Work Type Event Class Item Updates (15428) [Enhancement]

    To support inbound and outbound services, fields in Work Type and Work Type Event Class Item have been renamed to the following: 'Inbound' is now 'Inbound / Receiving' 'Outbound' is now 'Outbound / Receiving' Pathway:  Setup > Operation...
  6. Service Record - Split Order Improvements to 'Created By' and 'Created Date' Fields (15494)

    The Created By and Created Date fields for split orders have been updated to display the name of the user who created the split order and the date the split order was created. Prior to this update, the split order used to show the user of the parent...
  7. Account Class Setup - 'Hide Rates On Work Order Format' Option Added (15181) [Enhancement]

    In Account Class Setup, a new setup option 'Hide Rate On Work Order Format' has been added to the Details tab. If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This setting also exists at the a...
  8. Service Record - Payments Tab Added (14950) [Enhancement]

    A new Payments tab has been added to the Service Record screen, enabling direct application of payments for services. The following payment method types are supported: Cash Check Credit Card ACH If the account has a saved payment method on fi...
  9. Accounts - AR History Logic Fix For Adjustments (15365)

    A fix has been deployed to the AR History screen related to invoice adjustments to correctly display adjusted amounts. Pathway:  Accounts > Search > Accounts: AR History
  10. Dispatch - Weekly By LOB and Weekly By Work Type Views Updated (15413)

    Within Dispatch ,  the ' Weekly By LOB '  and 'Weekly By Work Type' screen views have been updated to display the correct data when switching between views.  Pathway:  Operations > Dispatch ...