Updated Articles

  1. Permissions (Setup / System) - Updated Permission Description for Route Optimization in NavuNav (19715)

    Optimize Route was recently added to NavuNav (upcoming Android version 6.6) and now uses the same permission as Dispatch. To clarify that this permission applies to both areas, permission 366 has been renamed from “Optimize Selected Routes in...
  2. Bill Group (Setup / Accounting) - Export and Search Features Added (19775)

    The Bill Group Setup screen has been enhanced with a new Excel export option and an added Search box for easier navigation.  Pathway: Setup > Accounting > Bill Group ...
  3. Contracts and Proposals (Sales) - Proposal PDFs Display Blank Pages When Viewed in Adobe Acrobat (19543)

    An issue has been resolved where Proposal PDFs appeared blank when opened in Adobe Acrobat, though they displayed correctly in Apple Preview, web browsers, and other PDF viewers. ...
  4. Disposal Record (Accounts) - Disposal Facilities Not Restricted to Division When Creating Disposal Records from Route or Work Order (18231)

    Previously, when creating or editing a Disposal Record from a Route or Work Order, the list of Disposal Facilities was not limited to those associated with the corresponding Division. This has been resolved.  ...
  5. Rate Update Batch (Sales) - Issue with Rate Update Batch Loading When Multiple IDs Are Entered (19594)

    An issue has been resolved where the Rate Update Batch did not load when multiple comma-separated Account IDs or Site IDs were entered. The batch now loads correctly when using multiple IDs.   Pathway: Sales > Rate Update Batch ...
  6. Unapplied Management (Accounting) - 91–120 Aging Bucket Values Corrected in Unapplied Management (19684)

    An issue has been resolved in Unapplied Management where the values in the 91–120 aging buckets did not match the corresponding values in AR History . The values now align correctly between both areas. Pathway: Accounting > Unappli...
  7. AR History (Accounts) - Clicking the Invoices Link from an Emailed Receipt Opens a Blank Page (19710)

    An issue has been resolved where selecting the Invoices link from an emailed receipt opened a blank page instead of displaying the corresponding invoice details. The link now correctly opens the intended invoice information. Pathway: ...
  8. Line of Business (Setup / Services) - New Feature Added to Enable Automatic Routing and Sequencing (17587) [New Feature]

    A new Automatic Routing & Sequencing field has been added to Line of Business Setup to support automatic routing in Route Management and includes the following setting options: Disabled:   Select this option to disable automatic routing. W...
  9. Line Of Business

    Pathway:  Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
  10. Automatic Routing & Sequencing

    In the Pending screen of Route Management, users can review pending stops and assign them the  Suggested route the system has determined. For lines of business with Automatic Routing & Sequencing enabled, route assignment can be streamlined, ...