Updated Articles

  1. Accounts - Error Message When Using Transfer Services (14920)

      Logic has been updated to the Transfer Service tool to include a Reason Code selection for both the end and add service entries. This resolves the  error users received when processing a Transfer Service.  Pathway:  Accounts > Sear...
  2. Billing - Reversed Invoices Should Not be Included In Print (14904)

    An issue in Billing has been resolved that allowed reversed invoices to be included in invoice printing for both the 'Print paper Invoices' and 'Print All Invoices' options. After an invoice has been reversed it will not be included when running an ...
  3. Operations (Work Type) - Enhancements to Service Notifications (14781) [Enhancement]

    The following changes have been applied to Service Notifications: Update to existing alert names to indicate alerts are sent based on calendar days (Monday - Sunday) The existing 'Service reminder for every x weeks services (Send 3  Calendar day...
  4. Active Services - Validation Popup Message Added For Invalid End Dates (14789)

    When ending a service, a Validation popup will display if the end date entered does not match the following end date logic: End Date is greater than or equal to the service's start date. End Date is greater than or equal to the schedule date of t...
  5. Rate Update Batches - 'Months At Rate' Column Displayed '0' For Batch Edits (14901)

    An issue has been fixed that caused the Months At Rate column to populate all zeros in the Site Service Rate Update Batch  screen where new rates are applied.  Pathway: Sales > Rate Update Batches ...
  6. Alert Notifications - Timestamp Logic Updated to use Timezone in Setup (14867)

    Timestamp logic has been updated to alert popups to use the timezone indicated in  Setup > System > System Options . Pathway: Home Screen > Alert Notification (popups)
  7. Recent Activity - Timestamp Updated To Display Correct Time (14743)

    An issue was found that caused the timestamp in Recent Activities to display the wrong time. This has been fixed to use the user's current time. Pathway: Home Screen > Recent Activity Icon; Activities Column ...
  8. Calendar - Timestamps for Site View Not Using Correct Time (14905)

    Previously, the 'Last Viewed' time that displayed upon hovering over a user's name in the calendar did not match the timestamped time in Site Views. Logic has been updated to use the user's current time for the timestamp. The same logic was also ext...
  9. Site Inventory - Banner Count Added (14980) [Enhancement]

    Banner counts have been added to the Site Inventory icon and the Site Inventory tabs. The count on the Inventory icon is a combined total of the count on Trucks and count on Equipment. Pathway: Accounts > 'Site' Search > Site Section o...
  10. Site Inventory - Add/Edit Truck Screen Updated (14979)

    The following changes have been made to Add/Edit Truck in Site Inventory: The Division field will populate with the site's division. Field is read-only. Fields removed:  Fuel Type Vehicle Inspection Type  VIN Tabs removed:  Onboard Scal...