|
DATE
|
MODULE / FORM
|
DESCRIPTION
|
RELEASE
1.8.100.38 10/2/2012
|
|
10/1/2012
|
SWAPI
|
When forwarding commands, SWAPI would sometimes
experience a timeout error, and not properly identify what the error was.
We've corrected this problem by reducing how often a timeout will occur and
added clearer text to the error message.
|
|
9/27/2012
|
Job Summary Analysis Report
|
When grouping by Payment Method, the drill down to
show individual jobs was showing all jobs, not just those jobs that made up
the group for the specific payment method value.
|
RELEASE
1.8.100.37 9/20/2012
|
|
9/19/2012
|
Email
|
(ASP only) The changes introduced in 1.8.100.36
would have caused some difficulties with undeliverable email and email bounce
messages. Those adjustments to email have been disabled until those issues
can be resolved.
|
RELEASE
1.8.100.36 9/13/2012
|
|
9/10/2012
|
Email
|
(ASP only) In order to reduce the likelihood of email
being considered as potential spam, for email being sent via the ASP mail
servers, the “Sender” is now being assigned an email address that originates
in the ASP domain. The user entered
return address in email setup is still being used as the “From” and “Reply
To” addresses in order to accommodate replies to the proper individual.
|
|
9/6/2012
|
Account Register
|
Occasionally for some statement periods, attempting
to preview or print the Reprint Reconciliation would hang attempting to
generate pages infinitely.
|
|
9/6/2012
|
Agreement Manager
|
In the PER INV view, when attempting to display or
print the grid report, the error "Could not convert variant of type
string to type double" would occur.
The same error could have occurred in some other reports.
|
|
8/22/2012
|
Printed Quotes
|
When there were many lines of notes in the
introduction text for the quote, 35-45 lines depending upon the number of
line items included in the quote, the first page of the quote would be left
blank and the introduction would begin on the 2nd page. The introduction will now begin on the
first page if there is any room at all.
|
RELEASE
1.8.100.35 8/21/2012
|
|
8/3/2012
|
SWAPI
|
Added Confirmed date/time to AssignmentQuery and
AssignmentListQuery.
|
|
8/3/2012
|
Calendar popup
|
On Windows 7, each press of the arrow key was being
processed twice causing a day or week to be skipped over.
|
|
7/26/2012
|
General
|
Report engine maintenance update.
|
RELEASE
1.8.100.34 7/24/2012
|
|
7/20/2012
|
Agreement
|
When editing visit schedule, there are protections
against "over delaying" visits on perpetual agreements in order to
make sure visit commitments are met either by completing or canceling an
appropriate number of visits on a roughly annual basis. These controls were not working correctly
when multiple visit entries were set up to be performed at the same time in
the same month.
|
|
7/18/2012
|
Allocations - A/R and A/P
|
The Update Receivable Balance option was not
available when there were no allocations to the item.
|
|
7/18/2012
|
Reports
|
Several reports had columns which are included in
Text File (delimited) export that were missing from the Excel Data File
export.
|
|
7/17/2012
|
Equipment
|
If you started editing equipment or a warranty,
then left the form to go somewhere else - manager, another customer, etc.-
when you came back to the equipment form, various problems would occur -
screen might be blank, errors such as "cannot focus a disabled or
invisible window" might occur, etc.
|
RELEASE
1.8.100.33 7/16/2012
|
|
7/13/2012
|
General
|
On Windows 7 with Aero themes enabled, some message
confirmation dialogs were not showing up.
|
|
7/13/2012
|
Call Center
|
Stray text "<new>" was showing
through the timecard status description when a non-job related timecard entry
was selected.
|
|
7/12/2012
|
Wage Source Report
|
The report was showing earnings (dollars) on
timecard entries for salaried employees which did not really make sense since
they are not paid based upon the timecard entries. The amount will not show as zero dollars like
they do for piece rate employees.
|
|
7/12/2012
|
Opportunity Manager
|
Some views in the manager would not refresh, and
show a blank grid, if the currently selected view button was selected, but
search criteria was not changed before selecting Apply.
|
|
7/12/2012
|
General
|
(LAN only) Since 1.8.100.30, attempting to run
multiple sessions of SuccessWare(r)21 would fail with the error 'Directory is
busy'.
|
|
7/11/2012
|
Phone Call Report
|
Add marketing list option to the report.
Added a visible text export button to the interface
form. The report was already set up
for text export.
|
|
7/11/2012
|
Item Distribution Report
|
Add Summary Only option to the report which hides
detail line items in both the standard report and the variance report.
|
|
7/11/2012
|
Callbacks Report
|
When using a wide open callback date range,
canceled callback jobs were erroneously being included in the report.
|
RELEASE
1.8.100.32 7/9/2012
|
|
7/6/2012
|
Trial Balance Report
|
If expanded detail is selected, it will now also be
included in export to text (delimited).
|
|
7/2/2012
|
Timecard Report
|
Added an option to summarize hours by pay item, in
addition to timecard status.
In the Day, Employee, and Report summaries, added
summary of hours paid by status or pay item.
|
|
06/29/2012
|
Opportunity Manager
|
(SQL Server only) Search on follow ups by date
range was showing records up to 2 days after the date selected by the filter.
|
|
06/29/2012
|
Requisitions
|
When using the Set All Items Pulled feature,
entries to the General Ledger were not always being created properly.
|
|
06/29/2012
|
SWAPI, JobAdd
|
If a duplicate location to billing acct link was present,
JobAdd would successfully add a job, but return a failure when generating the
AssignmentResponse The error was
"Unexpected failure; Subquery returned more than 1 value.".
|
|
06/29/2012
|
Pricebook
|
When a new part, labor, or misc item was added in
the pricebook, the last updated time stamp was not being sent. This would cause third party applications
to miss them when looking for recent additions/changes when refreshing their
pricebooks.
|
RELEASE
1.8.100.31 6/22/2012
|
|
6/21/2012
|
Opportunities Report
|
Marketing lists generated from the opportunities
report were missing the location records.
|
RELEASE
1.8.100.30 6/21/2012
|
|
06/15/2012
|
Paging
|
Since 1.8.100, Windows 7 users with an Aero theme
were experiencing a problem when sending a page to notify a technician about
an assignment. The page was going through, but the prompt to allow the
assignment to be marked as notified was not displaying.
|
|
06/04/2012
|
Reference Lookups
|
Since 1.8.100, on Windows 7 workstations with an
Aero theme, some Reference Lookups were not properly sized when there were a
small number of items in the list forcing the user to scroll the list to see
the last entry.
|
|
6/1/2012
|
Employee List Report
|
Cleaned up export to text. Many fields were not exporting including
employee code and employee name, and in some cases labels were exporting.
|
|
6/1/2012
|
QuickStart - Reconcile Options
|
Since 1.8.100, reconcile options could not be
selected (checked). Clicking on them
would have no effect.
|
|
5/29/2012
|
General
|
On some Windows 7 machines, login to the
application would fail with an error referencing the PDOXUSRS.NET file.
|
RELEASE
1.8.100.29 5/24/2012
|
|
5/23/2012
|
AR Adjustment Form
|
Stray text was showing on the form behind the
Customer Address.
|
|
5/20/2012
|
Quick Start
|
When setting the Opening Balances for receivable
accounts, the form was not displaying all of the buttons – e.g. Show
Invoices, Show All Invoices, etc.
|
|
5/15/2012
|
SWAPI
|
When a Third Party application submitted credit
card information for a payment that was processed in the field and the
company used XCharge for processing payments in SuccessWare21, XCharge alias
information for the CC# was not being generated and stored for possible
future use.
|
|
5/3/2012
|
Invoice Item Detail
|
Since the Windows themes change, part, labor, and
miscellaneous item totals were showing white on light gray and were nearly
impossible to read.
Also since the themes change, some stray text was
showing through on the part item totals panel.
|
|
5/2/2012
|
Calls Report
|
Added summary only option to the Calls Report
|
|
4/25/2012
|
Payroll Commission Reports
|
Added export to Text File (delimited) option.
|
|
4/14/2012
|
Balance Sheet, Income Statement (Standard and
Multi-Department)
|
If Expand Sub-account Detail is selected, this
information will also be included if exported to a text file.
|
|
4/10/2012
|
Billing Account History, Call Center, Customer Form
|
Fixed display issue for customer names with '&'
in them.
|
|
4/10/2012
|
Various forms
|
On some forms, buttons were partially cut off in
Windows 7. Moved buttons on the form
to account for Win7 GUI changes.
|
RELEASE
1.8.100.28 4/7/2012
|
|
4/5/2012
|
Help (F1)
|
Help file update.
|
|
4/5/2012
|
Opportunity Manager
|
Since the "themes" changes in 181x, the
information about a specific opportunity that displays at the bottom of the
grid was basically unreadable due to the text and background color
combination.
|
RELEASE
1.8.100.27 3/12/2012
|
|
3/9/2012
|
SWAPI
|
AccountInfoUpdate would fail with the error, "Manually
entered billing account numbers must contain at least one non-numeric
character" if the assigned billing account number began with the letter
'X'.
|
|
3/1/2012
|
XCharge
|
An invoice may be modified to make corrections
after an XCharge payment is processed. Some changes to the invoice may alter
the invoice total (e.g. correcting an invalid tax code, etc.). When posting, if the amount charged to
XCharge does not match the invoice amount, an additional confirmation dialog
will display in order to aid in identifying a possible issue with the amount
charged.
|
RELEASE
1.8.100.26 2/11/2012
|
|
02/03/2012
|
Agreement
Renewal Notice
|
When
emailing a Renewal Notice, an error would occur, indicating that the
EmailAddress field was not found.
|
|
02/03/2012
|
Agreement
|
Sometimes
when terminating an agreement, an error "Invalid AgreementNumber: must
not be empty" error would occur, followed by "Cannot focus a
disabled or invisible window" error.
|
|
2/1/012
|
SWAPI
|
LocationInfoUpdate now allows DNIS (phone number
dialed) to be submitted. If submitted, the DNIS will be used to look up the
associated lead source, if any. If a new location is being added and a lead
source is found, the leqad source will be associated with the newly created
location.
When a new location was being created during a JobAdd operation the location
lead source was not being set.
JobAdd now allows DNIS (phone number dialed) to be submitted. If submitted, the DNIS will be used to
look up the associated lead source, if any. If a lead source is found it will
be used as the lead source for the job. Also, if a new location is being
added, the lead source will also be associated with the newly created
location.
LeadSourceQuery now includes the DNIS field.
|
|
1/25/2012
|
Version
Updates
|
A failed
or interrupted version update would then cause 'Field
"IsAccountLocked" not found' error to occur when attempting to
re-run and complete the version update.
|
|
1/24/2012
|
Reference
Library Import
|
On occasion
a reference library import might fail with a
'cannot
insert NULL' error.
|
RELEASE
1.8.100.25 1/21/2012
|
|
1/19/2012
|
Account
Register, opening balances
|
When
entering an opening balance entry in the account register, the button for the
date lookup did not always activate the calendar control. Also, the button width had not been set
according to standards and the down arrow icon was partially cut off.
|
|
1/18/2012
|
Reports
|
Some
reports, including A/R Aging and Open Receivables, when previewing, were
hanging with a blank preview screen displayed.
|
|
1/13/2012
|
1096
Report (1099 summary page)
|
Adjusted
the report to accommodate the 2011 format.
New boxes had been added in Section 6 which resulted in the position of
the 1099-MISC box being repositioned.
|
|
1/12/2012
|
Agreement
- Adjust Reserve
|
There was
an unused red label showing through in the middle of the form.
|
|
1/9/2012
|
Account
Register Setup
|
The panel for
check export configuration was visible when the register setup form was first
displayed when the initial account displayed was not a bank account. The panel is now only displayed when the
account is a bank account.
|
|
1/4/2012
|
Inventory
Manager
|
The green
indicators and menu checkmarks for filters (REQ, XFR, RTN, ADJ, REC) in the
Transactions view were not correctly showing when multiple filters had been
selected.
|
|
1/3/2012
|
SWAPI
|
Added the IsManagedProject
field to the AssignmentQuery and AssignmentListQuery commands.
|
|
1/3/2012
|
Job Form
|
Added code
to ensure that when selecting a Primary Employee, you must select an employee
who has an assignment related to the job.
|
|
12/28/2011
|
Commission
Period Stub Report
|
When
emailing this report, it would fail with an application exception error.
|
|
12/26/2011
|
Warehouse
Adjustment Report
|
Increased
the width of the Bin No column.
|
|
12/22/2011
|
Inventory
|
When editing
Requisitions, Returns, and Transfers, some users were incorrectly being
denied permission to edit these inventory documents.
|
|
12/19/2011
|
Service
Location List
|
When
printing a large number of service locations, upwards of 50,000 or more, an Out
of Memory error might have occurred. We modified the report to be able to
handle these larger reports.
|
|
12/16/2011
|
Inventory
|
Modified
the message displayed when an inventory transaction is dated prior to the
inventory count activation date to be clear that tags will not be updated by
the transaction. It already had
indicated that inventory counts will not be updated.
|
RELEASE
1.8.100.24 12/14/2011
|
|
12/12/2011
|
User Setup
|
When
accessed from QuickStart, User Setup would have a stray red "False"
label displayed.
|
|
12/9/2011
|
QuickStart
|
Department
Setup in General Ledger Setup had some stray labels visible that were
conflicting with text in the instructions panel.
|
|
12/8/2011
|
A/R
Invoice
|
When editing
a task on an invoice and changing it to a different type of item – part,
miscellaneous, etc. - the TaskNote from the previously entered task was not
getting cleared out.
|
|
12/7/2011
|
Reports
|
Since
1.7.800.22, when previewing reports with more than 100 pages, a 'List Index
Out of Bounds' error would typically occur.
|
|
11/30/2011
|
Purchase
Order and Vendor Invoice
|
The
default department from the job was not being set properly when creating a
new PO or Vendor Invoice directly from the Job Materials menu option in
Dispatch or the Job Form.
|
|
11/28/2011
|
SWAPI
|
Added
IsCanceled field to ICCountQuery so that external applications can determine which
Inventory Count Transactions have been canceled allowing them to ignore or
filter out canceled transactions.
|
|
11/17/2011
|
SWAPI
|
SWAPI
transaction logs were not purging according to the schedule set up in the
SWHttp Service Administrator making it impossible to control the resulting
size of the SW21_Master database.
|
RELEASE
1.8.100.23 11/17/2011
|
|
11/16/2011
|
QuickStart,
G/L Setup options
|
Default
Accounts and Fiscal Periods setup screens had misplaced instruction panels that
overlapped important information on the form, or were placed partially off
the form.
Panel
captions in Departments and Expense Groups were visible and obstructing
instruction text.
|
|
11/14/2011
|
Inventory
Manager
|
Added a
column to indicate if an item is marked as Counted to the grid in the
Stock/Whse area.
|
BETA RELEASE
1.8.100.22 11/10/2011
|
|
11/9/2011
|
Job Cost
Analysis Report
|
Corrected
a bug that was causing group totals to be doubled for Parts, Labor, and Misc
cost totals.
|
|
11/9/2011
|
Reports
|
New file
output options, including Bitmap, JPEG, Word, Excel, and others.
Memo
fields when exported to tab-delimited text would sometimes not show in the
proper text file column.
When
exporting to text and exporting nested detail data, the detail rows were not
showing up under the correct master data, e.g. covered equipment for
agreements in the Agreement List Report.
|
|
11/9/2011
|
Agreement
Report
|
Some
records for agreements were being skipped and/or duplicated when saving to
file from the preview dialog.
|
|
11/9/2011
|
Location
Form
|
Because
the Location Form used CTRL+C as a shortcut to make a carbon copy account,
there was no way to copy any of the information in the form (CTRL+INS was also
being used). We have changed the carbon copy shortcut to ALT+C so CTRL+C will
now copy any selected text.
|
|
11/9/2011
|
Merge
Location Utility
|
Merge
Location was occasionally failing with an error message of "The location
you are attempting to merge from, nnnnnn, has stored documents. You must first empty the stored documents
by moving the documents, or deleting them, before merging." when there
were no documents to be deleted.
|
|
11/7/2011
|
Sales
Invoice Report
|
Some records
printed to a text file to sometimes would be duplicated or omitted from the
file when exporting while in the report preview dialog.
|
|
11/4/2011
|
Purchase
Orders and Vendor Invoices
|
When
opening a previously entered Purchase Order or Vendor Invoice that had a job
number assigned but no line items had been entered yet, new items added would
not properly default to the job’s department.
|
|
11/3/2011
|
Help (F1)
|
Help file
update
|
|
11/2/2011
|
Timecard
Report
|
Save to
file button added. The report now will
export data to tab delimited text file format.
|
BETA RELEASE
1.8.100.21 11/1/2011
|
|
10/27/2011
|
General
|
On
occasion an "Insufficient disk space" error message would occur when
there was actually no shortage of disk space (i.e. when disk free space on
the local C: drive was a multiple of 4GB).
In general, this situation will now be detected and the error averted.
|
|
10/27/2011
|
Emailing
Reports
|
Emailing
reports would fail if something other than port #25 was set up in Email
Setup.
|
|
10/26/2011
|
Location
and Billing Account Details
|
Drop-Down
menus for the Title of the second name were not working.
|
|
10/26/2011
|
Paging
|
When
sending a page related to an assignment, on occasion, marking the assignment
as notified would fail.
|
|
10/26/2011
|
A/P
Invoice List
|
Rearranged
format of report to align totals with amounts and improve general
readability.
|
|
10/19/2011
|
F1 Help
|
F1 from the
Agreement Manager was bringing up the help screen for different form.
|
|
10/19/2011
|
Printed
Invoice
|
Signatures
submitted from external applications (SWRemote) would appear broken and
choppy when printed on an invoice.
|
|
10/12/2011
|
Register SuccessWare®21
|
Companies
with a '&' symbol in their name were getting an error when attempting to
register SuccessWare®21.
|
|
10/11/2011
|
Call
Taking
|
When
taking a phone call and searching for the customer, the Location Search
results display would show the customer name at the bottom of the screen with
an “and” in the middle of it – e.g. “John and Doe”.
|
|
10/10/2011
|
Account
Register
|
Added new
Check Export Format for "Branch Banking & Trust Company".
|
BETA RELEASE
1.8.100.20 10/7/2011
|
|
10/6/2011
|
F1 Help
|
Help file
update.
|
|
10/6/2011
|
SWAPI
|
Fixed a
memory leak that could have been causing “out of memory” errors after a
relatively short period of time.
|
BETA RELEASE
1.8.100.19 10/6/2011
|
|
10/5/2011
|
Misc Cash
Receipt
|
Posting of
miscellaneous cash receipts would fail with 'Post date is missing' error.
|
|
10/3/2011
|
Invoice
Manager
|
Invoices
would sometimes disappear from the Invoice Manager. This would happen if a
non-Invoice Receivable (payment, etc.) was created with a Reference ID that
matched an Invoice ID.
|
|
9/30/2011
|
Timecard
|
When
viewing the timecard form on Windows 7 the set of numbers on the right side
would be cut off by the border. The border has been moved to accommodate the
larger size needed by Windows 7.
|
|
9/27/2011
|
Payroll
Manager
|
Added the
ability to delete the first period.
This could be useful for removing old periods that had been created but
never posted.
|
BETA RELEASE
1.8.100.18 9/26/2011
|
|
9/23/2011
|
Finance
Charges
|
The
monthly rate for Finances Charges was being rounded to a single decimal place
when displayed. General Setup and the Finance
Charge Form now both allow up to a three decimal percentage value.
|
|
9/23/2011
|
SWAPI
|
Since
version 1.8.100.15, ARPaymentQuery and ARPaymentUpdate were failing with an
'access violation' error when the value for payment reference was empty.
|
BETA RELEASE
1.8.100.17 9/22/2011
|
|
9/22/2011
|
AP Invoice
List Report
|
Added
Discount Available column to the report.
Added
fields that were missing from the exported text file.
Made the
Print to File button to visible.
|
|
9/21/2011
|
Chart of
Accounts Report
|
Added
ability to export this report to a text file.
|
BETA RELEASE
1.8.100.16 9/21/2011
|
|
9/16/2011
|
AP Item
Distribution Report
|
Added GL
Transaction IDs for the Receipt and Invoice to the report under the Expanded
Detail option.
|
|
9/15/2011
|
GL
Transactions Report
|
Added
option to print to file (tab delimited) to the report.
|
|
9/15/2011
|
AP Vendor
List and AP Item Distribution Reports
|
Print to
File button was missing from the report form.
|
|
9/14/2011
|
Progress
Bar
|
When a
progress bar was being displayed on a
workstation with multiple monitors, the progress bar was sometimes displaying
on the wrong monitor.
|
|
9/13/2011
|
Utilities
|
The Update
Tax Code utility did not update locations with a U.S. zip+4 type of zip code.
|
BETA RELEASE
1.8.100.15 9/12/2011
|
|
|
9/8/2011
|
Agreement
Manger
|
When
viewing the Per Inv view, and filtering for Funds Transfer payment types, the
Routing number was not visible. This has been corrected.
|
|
|
9/6/2011
|
XCharge clean
|
Modified to also clean payment ref column of credit
cards when payment type is not 'CreditCard'.
|
|
|
9/6/2011
|
GL Account
Inquiry
|
Set the
Year to default to the latest year available, if the current year is not
available.
Widened
the Year field to allow more text to be seen.
|
|
|
9/6/2011
|
Agreement
|
When
setting the Payment Method, and using XCharge, the XCharge button would not
always display the correct status initially.
|
|
|
9/2/2011
|
Call
Center
|
When
creating a call from the Visits Due list, the Priority checkbox was not being
set properly.
|
|
|
9/1/2011
|
SWAPI
|
Third-Party
software would add a job with an inactive LeadSource, and it would result in
an error. We have added an option to over-ride this, and allow the Job to be
created.
|
|
|
8/26/2011
|
SWAPI
|
Fields
that were not submitted, i.e. not included in the third-party submitted XML,
were being cleared in the database. In
most cases, where appropriate, unsubmitted fields will now be ignored by
SWAPI leaving the field unchanged.
|
|
|
8/19/2011
|
Location
History Report
|
Added Job
Instruction, Work Done, and Work Suggested notes to the report.
|
|
|
8/25/2011
|
Call Taking
|
When searching for a customer by name, the additional
names of a selected customer will be displayed in the label below the search
result list.
|
|
|
8/22/2011
|
Vendor Invoice
|
When having just created a receipt/vendor invoice from
a PO if any items were added to the receipt/invoice, they were not being
initialized with the job's department if there was one on the header.
|
|
|
8/19/2011
|
Purchase Order, Vendor Invoice
|
When adding a new PO or vendor invoice and a job
number was entered in the document header, the job's department was not being
used as a default for line items entered.
|
|
BETA RELEASE
1.8.100.14 8/16/2011
|
|
|
09/12/2011
|
Initial Beta Release
|
|
|
|
|
|
|
|