SuccessWare 21^® Version 1.2.0.x Fixes made in 1.2.0
DATE	FORM	DESCRIPTION
3/15/01	Pricebook	Since version 1.2.0.95, columns could not be moved or resized in the items grid.
3/10/01	G/L Setup	Will only force report recompilation after Modify Period End Date is popped up when a date is selected that is different than the period's current end date.
RELEASE 1.2.0.101 – 3/10/00
3/10/01	Agreement	Allow maintenance deposit amount to be deferred for periodic billed agreements.
3/9/01	IC Transaction report	Added JobNo filter and sort/group.
3/8/01	Job Tag Manager	IC Transactions were posting with the current date. You cannot specify the transaction date (defaults to Invoice Date).
3/6/01	Agreement Manager	It was possible to post a periodic billing invoice twice - if the invoice was opened and posted, it would still be available for posting from the agreement manager until the view was refreshed. Now if you attempt to post again from the agreement manager, it is stopped and the message 'Invoice is already posted' is displayed.
3/5/01	Service Location report	When sorted by company name/customer name, the ordering was not correct.
RELEASE 1.2.0.100 – 3/5/00
3/1/01	Pricebook Job Breakdown report	The report would not run unless the user was activated as PSI. Modified this to allow all users to run the report.
2/28/01	Call Progress	Posting call progress when opened from timecard was not possible. It resulted in a "Cannot obtain lock: JobID". This has been corrected.
2/27/01	Inventory Adjustments	When doing physical count adjustment, there is a new feature to zero out all counts for the adjustment. This is useful if you just want to start over with zero quantities on hand.
2/27/01	Receipt / Vendor Invoice	When editing and saving line items, the invoice would refocus the first item. Now it stays focused on the line item you edit/save.
2/27/01	Part Detail	You can now change the serialized status of items You can now change counted and valued status of items as long as the quantity on hand is zero.
2/26/01	Purchase Orders	When a PO was entered for other than main warehouse, a receipt created from the PO would receive to the main warehouse even though the PO and line items were setup for another warehouse.
2/26/01	G/L Setup	When setting a default account to an account that already has a balance, you get a message that you won't be able to change it once you accept the change. Allow changing to a different default account when the account balance is zero.
2/24/01	Security	User ability "Create Job" is used to access Call Taking. User ability "Dispatch" is used to access Paging (Comm Center). User ability "Management Reports" is used for access to Snap Shot. User was able to run some reports even if they did not have the appropriate user ability.
2/24/01	Location	Changed "copy account" caption to "new carbon copy account".
2/24/01	Visit Type reference book	Column headings were incorrect.
2/24/01	Timecard Status reference book	Removed IsJobRelated column. Only Dispatched and On Site statuses can be job related.
2/24/01	Division Setup	Added a time zone setting that can be used by ASP users so that the correct current time is entered when dispatching and when using ‘/’ in a time field.
2/22/01	Main Menu	Fixed possible Access Violation error that occurred when closing certain forms that were accessed via the SuccessWare21 Main Menu.
2/22/01	Call Taking	The popup menu for selecting a billing account was sometimes stringing together multiple accounts names into the same menu option.
2/15/01	General Ledger	Added a report database integrity checker that makes sure the report database is in balance, and that balances have been carried forward to the next period properly. This utility runs each time a financial report or the G/L inquiry form is opened. Added a message dialog that informs the user if a report compilation should fail (ends up out of balance, etc.).
2/14/01	Agreement Reserve Analysis and Agreement Deferral Analysis reports.	Added Summary option, which shows group and report totals only and suppresses the detail.
2/12/01	Marketing Lists	Changed the default export directory to the root data directory instead of the application directory so that users create their marketing text files in their own data space. This applies to ASP hosted installations only.
RELEASE 1.2.0.98 – 2/9/00
2/8/01	G/L Financial Reports	When using the Must Print option on G/L accounts, the reports would include amounts for the Must Print accounts that were outside of the selected range of periods. This affected any line on the Trial Balance and Income Statement reports and the Current Year Earnings line on the Balance Sheet. The Trial Balance and Balance Sheet would be out of balance.
2/6/01	Pricebook	Accessing the pricebook from the main menu would occasionally result in an "Access Violation" or an "Abstract Error". This has been corrected.
2/2/01	Call Taking	When using Ctrl+S to schedule, when using mouse, the scheduled time selected, was not always correct. This has been corrected.
2/2/01	Timecard Entry Status reference book	The IsNote field in the Timecard Entry Status code reference book is no longer available. Setting the to 'True' was causing entries in the timecard to disappear, but these entries would still appear in the timecard report.
1/30/01	A/R Invoice	Terminated agreements were showing up in the popup menu for selecting inactive agreements to add to the invoice.
1/29/01	Timecard	If timecard entries became disconnected from assignments/assignments deleted, the timecard entry could not be deleted. Now the timecard will allow deletion of disconnected timecard entries.
1/29/01	Call Center – vertical view	The vertical view was allowing moving of assignment that were dispatched.
1/29/01	A/R Invoice	When entering (or deleting) an agreement line item, the agreement form was not being notified of changes to the agreement table. You would then be able to modify the agreement independently of the invoice line item, causing changes to the agreement to not be reflected on the line item. The list of available unactivated 'New' agreements was not always refreshed after creating or deleting a new agreement line item on the invoice.
1/26/01	Account Register	You must now clear and reconcile all transactions in an account register before you can deactivate it.
1/22/01	Account Register	Transfers to or from a cash box account are automatically assigned the payment type 'Cash'. Previously they had no payment type and would cause problems with reconciliation and the bank deposit.
1/22/01	Cash Receipts	If a payment method is not defined properly and does not have a payment type assigned, do not allow the cash receipt to post. Invalid payment types in the account register would cause problems with reconciliation and the bank deposit.
RELEASE 1.2.0.97 – 1/19/00
1/18/01	A/R Adjust Codes reference book	If you set up a sub-account for the default finance charge account or default returns and allowances account, opening this reference book would fail with 'Field not found' error.
1/17/01	Pricebook	If the same group code was entered for different categories, the group code would only show up under one of the categories. Now it will show up under all the categories for which the group code is entered.
1/17/01	Call Center – horizontal view	1. Added a mouse over hint containing the employee's name on the panel containing the employee code. 2. Added a popup menu that allows opening the timecard when no call is selected.
RELEASE 1.2.0.96 – 1/16/00
1/15/01	Warehouse Stock List report	If the stock item minimum quantity was set equal to the maximum quantity, the item would show on the report with a zero quantity to order when the on hand quantity was equal to the minimum.
1/13/01	Inventory	If an item is changed to Valued=True after the item had been entered on a transaction (e.g. inventory adjustment), you would get 'debits do not equal credits' when you attempted to post the transaction. The program now checks for discrepancies before posting and corrects them.
1/13/01	Timecard report	When the report was grouped by dept, and the first timecard entry in a group was a non-job entry, then the dept was blank in the group header.
1/11/01	Help	Added help for: Call Taking, Free Scripts, Marketing List Detail, Marketing List Export, Activation, Reset G/L Utility, Pricebook Init Utility,
1/11/01	Receivables Manager	When fixing an OOB receivable, it is not necessary to re-query, because the filter is reapplied anyway.
1/10/01	Job	Don't allow call duration to be greater than 24 hours.
1/8/01	Sales Tax report	When using the "By SubCode" option, the report would generate the error "field AppliedAmount not found".
1/6/01	Pricebook	Control click would not allow multiple item drag/drop to new group Only show message "sale/expense type not set up" if not set up for active items (ignore inactive items). Price levels where not clearing when turned off in price formulas.
1/6/01	Job, Call Taking, Vendor Invoice	Fixed possible "Cannot focus disabled or invisible window" errors.
1/4/01	Management Comparison report	Modified to include non-job invoices (agreement billings) in the Sales Section - Billed amount.
1/4/01	Timecard report	City and state were not printing on the timecard report.
1/4/01	A/R Invoice reports – Sales Invoice and Sales Invoice Items	Bottom margin was not big enough - lines at the bottom of the page were cut off on ink jet printers.
1/3/01	Inventory	When deleting a requisition, return, transfer, or adjustment, a bogus 'From warehouse is required' message would display prior to the form closing.
1/3/01	Open Payables report	Added discount date and discount available amount to report.
1/3/01	Job	When scheduled with a date only (no time), navigating to the call center will now properly take you to the date on job.
RELEASE 1.2.0.95 – 12/29/00
12/29/00	Write Check (Payment)	The default check register is checked for locks before attempting to open it when the form first opens, preventing an unnecessary lock message. The fields on the form are now disabled until a valid account register is selected. Fix Access Violation error when no register account has been selected, and the popup for account selection is opened and closed without making a selection.
12/29/00	Vendor Detail / Billing Account Detail	Fixed possible lock errors when selecting a locked account from the account search results.
12/29/00	A/R Invoice	When importing timecard information onto the invoice, the total duration was constantly being mapped into the quantity/hours column. Now the "duration not invoiced" is the value mapped into quantity/hours.
12/28/00	Write checks	When using the 2nd check stub, if more than 11 items were being paid and the items were printing on the stub (not using remittance report option), the items were not printing properly after the first page.
12/28/00	Timecard	The status field was occasionally disabled when it should have been enabled.
12/27/00	Pricebook	Added the ability to reassign an item’s group using drag and drop.
12/26/00	Call Center	Jobs assigned a job type with estimated days not assigned were not checking for matches on job class, job type or skill when assigning the job.
12/26/00	G/L Journal Entries	When making journal entries, it was possible to enter an amount with more than 2 decimal places. It would redisplay with only 2 decimal places, but when you tried to post, you would get 'Debits do not equal credits', even though the amounts looked ok.
12/22/00	Pricebook – Tasks	Added a price override feature to tasks that allows you to enter a price for a task that will always be used for the task. When prices are recalculated, the difference between the recalculated price and the override price will be added to or subtracted from the miscellaneous portion of the task price.
RELEASE 1.2.0.94 – 12/21/00
12/21/00	Call Progress	Since version 1.2.0.92, the Call Progress form was not closing after a successful update. If another update was attempted before closing the form, errors would occur, such as 'Could not lock record', 'Timecard posting failed', etc. After closing the Call Progress form everything would be OK.
12/21/00	Payables reports	Added 1099 report to Payables reports.
12/20/00	Job	Whenever there is only one assignment for a job, make that tech the primary tech. There were situations including reassigning of calls that were leaving the wrong tech as the primary tech.
12/20/00	E-mail paging	Enabled email character limit control in the Paging Config Form (ASP only).
12/20/00	Sales Invoice Items report	Added standard flatrate hours, actual hours, and difference.
12/20/00	QuickStart: A/P Opening Balances	Fixed possible 'Cannot focus a disabled or invisible window' errors.
12/19/00	Pricebook	If expense types and sales types are not setup for all items, a message is displayed when the pricebook is opened. Categories will also have an indicator indicating that some or all items within the category do not have the expense types and/or sale types setup. Previously, after editing an item, column sorting would be reset. Now, after editing the sorting stays the same as before editing.
RELEASE 1.2.0.93 – 12/18/00
12/18/00	Service Location report	Corrections and speed enhancement when using job reference.
12/18/00	Reference Library	Removed 'Tasks' reference book from reference library and quick start (not used anymore).
12/15/00	Stock Item Detail	Was allowing item types other than parts to be added to warehouse stock when item number was typed in directly instead of using the lookup.
12/14/00	A/R Starting Balances	When entering A/R opening balances, the locations list box would only show one location regardless of the number of locations for the billing account. Therefore, opening balances could not be entered for the other locations.
RELEASE 1.2.0.92 – 12/13/00
12/12/00	Pricebook – Cost Adjustment	The Pricebook cost adjustment form was not adjusting any costs.
12/12/00	Calls report: Completed	Generating a marketing list for the 'Calls report: Completed' would fail with 'Field: AR_BillingCustomerID not found' message.
12/12/00	Purchase Order	Users who do not have create/modify authority could still modify existing PO’s and enter/edit PO line items.
12/12/00	Income Statement	Since version 1.2.0.91, would get 'General SQL error' when trying to print an income statement when report grouping was being used.
12/9/00	Service Location report	Added job type / job date reference options.
12/6/00	Account Register Transfers	Would get an Access Violation when posting a transfer if the register account was typed in and a multiple match was found, the reference book popped up, and the register was then selected from the popup.
12/5/00	Call Progress / Job	When accessing Call Progress from the Job Form, if a "Posting Canceled" error occurred, the Call Progress would close and the job would be left in edit mode. This may have been a cause of invalid timecard id's on assignments. Now the Call Progress stays open when an error occurs and the user must cancel the call progress, which will cancel any changes to the job/assignments.
12/1/00	A/R Invoice	When entering an invoice date and using a billing account with a terms code specifying a day of then month for the due date and the due date generated would be in the following year, it would not accept the invoice date with the message 'Integer overflow'.
11/30/00	Call Taking	When attempting to abort a phone call, you would get 'Abort phone call failed' if there was enough customer information to create a prospect and you had not yet posted a phone call during the current call taking session.
11/29/00	Timecard	When punching out an entry, it was always asking for the employee’s current status, regardless of the time of the entry being punched out. It now only does that if the punch out time is less than the current time.
RELEASE 1.2.0.91 – 11/27/00
11/24/00	Reference Books	Fixed possible cause of 'Mismatch in data packet' messages when editing reference book codes.
11/22/00	Vendor Invoice	When entering an invoice date and using a vendor with a terms code specifying a day of then month for the due date and the due date generated would be in the following year, it would not accept the invoice date with the message 'Integer overflow'.
11/22/00	G/L Setup	Added Must Print flag to GL Accounts. When this flag is set, the account will show on financial reports whether or not it has a balance.
11/20/00	Sales Tax Report	Was always saying 'Nothing to report' when using 'Paid in Full' option. Added filtering to the query when 'Paid in Full' option is used to make the report run faster.
RELEASE 1.2.0.90 – 11/17/00
11/17/00	Payment / Write Check	Added option for 2nd stub to the Print Alignment setup in the Write Check form.
11/15/00	Job Lookup	Customer name was not showing in the job lookup screen displayed when putting in a job number in the purchase order.
11/13/00	Job Tag Manager	With the most recent Microsoft MDAC drivers installed, a warehouse could not be entered, and therefore requisitions and returns could not be generated.
11/13/00	Account Register Reconciliation	When reversing the last reconciliation for an account, if there was a subsequent open statement record, it would prompt the user 'Current open statement dated xx/xx/xx will be deleted. Continue?'. If the user answered No, the current statement would not be deleted, but the last statement would still be reversed, causing problems when attempting to re-reconcile the reversed statement.
11/13/00	Write Checks, Pay Bills	A rounding problem with the discount amount would occasionally cause a message ‘Check amount has been adjusted’, and the posting would abort. Sometimes would get 'Cannot focus a disable or invisible window' when the system determined there was a problem with a check generated from Pay Bills.
RELEASE 1.2.0.89 – 11/10/00
11/10/00	Printed Purchase Order	Added the 'Requested By' employee name to the purchase order.
11/10/00	Snapshot	Cash balance was incorrect if the snapshot was viewed after new items were posted to an account register and the register had not been opened since. The snapshot now recalculates register account balances, if necessary.
11/10/00	Account Register	Occasionally cash box reconciliation would fail with 'Posting canceled (2)' message.
RELEASE 1.2.0.88 – 11/9/00
11/9/00	Comm Center	If the employee was assigned to a call but not scheduled yet (no scheduled time), pages for the call could not be sent to that employee.
11/9/00	Payable Allocations	Discount Taken amount was not showing when a discount was taken on an adjustment.
11/9/00	Payables	If a payment was dated prior to the invoice being paid, the payment was not showing up as an open credit balance prior to the invoice date, causing an out of balance situation between the A/P Aging report and general ledger. Reversing a payment that was applied to a credit item was causing the allocated amount to be calculated incorrectly for the negated payment. Reversing a payment that was applied to an adjustment and a discount was taken, was leaving the reopened adjustment showing the discount taken.
11/9/00	Write Check	Since version 1.2.0.87, a check could not posted if credits were selected to apply to check. The 'Check amount must match total of items would display. No longer allows a discount to be taken on credit adjustment. It was causing problems with the check amount and the balance on the credit after posting the payment.
11/7/00	Marketing List reports	The Billing Account Labels and List were not using the sort fields selected. Would fail with 'Update failed' message when attempting to delete from a billing account only list.
RELEASE 1.2.0.87 – 11/7/00
11/6/00	Job Summary Analysis report	Added invoice number and a calculated field for Average $ Amount per Hour On Job.
11/6/00	Calls report – Completed Calls	Added invoice number.
11/6/00	Service Location List report	Added report selection filters for zone and lead source.
11/6/00	Work Order report interface	Added on option to select the number of pages to print per workorder, in case there is a location with a lot of equipment and/or history and more than two pages is required.
11/3/00	Check Form / Vendor Payment	Since version 1.2.0.74, it was no longer possible to enter a payment amount on a vendor check without selecting items to pay, and post the amount unallocated. This option is now available again, but with a warning message. The enter key could not be used when the Print, Post, or Cancel buttons were selected.
11/3/00	A/R Invoice	Sales tax was not recalculating if the tax code was changed by typing in the code rather than selecting it from the lookup.
11/2/00	Purchase Order	Creating a new receipt or vendor invoice from the PO was failing without any message if an item on the PO had been deactivated or deleted, or if the item number had been changed. Now you get a message identifying which item is in error.
11/1/00	Utilities	Separated admin tools requiring the administrator ability from basic utilities.
11/1/00	Purchase Order	Carry 4 decimal places on the unit cost (same as the Vendor Invoice).
11/1/00	Notes	Since version 1.2.0.81, the captions on the Notes form pages weren't being set properly when the notes were opened using the popup menu from the notes indicator on the Customer form or the Call Center. It was OK when using the F11 function key.
RELEASE 1.2.0.86 – 10/30/00
10/30/00	Open Jobs popup search	The Open Jobs popup search was including canceled jobs.
10/30/00	Job / A/R Invoice	Opening and closing many jobs and/or invoices for the same customer before closing the customer would cause Windows resources to be exhausted resulting in a 'Parameter is incorrect' error, then repeating Access Violation errors.
10/30/00	Margin Matrix	Added a display only column to the grid for Markup, which is calculated from the margin entered.
10/26/00	Utilities	Added a utility to compact databases. Modified zone color utility to prompt for confirmation before running, and to only update zip codes where a zone has been entered.
RELEASE 1.2.0.85 – 10/26/00
10/26/00	Pricebook reports	Expanded item code fields to handle up to 12 characters. Added a code to the standard format report indicating the time required for the task in minutes and the part portion of the sale price.
10/25/00	Call Center	The call center will now remember your filter settings separately by company.
RELEASE 1.2.0.84 – 10/25/00
10/25/00	PO / Vendor Invoice	When creating a receipt/vendor invoice from a PO, copy the vendor invoice number, and copy the PO's item description rather than replacing the description with the item number's default description.
RELEASE 1.2.0.83 – 10/23/00
10/21/00	Main Toolbar	Added (F1=Help) reminder message.
10/21/00	G/L Starting Balances	The G/L Starting Balances page is no longer removed from Quick Start after finalizing. There is a warning if you attempt to open it again after finalizing, but you may "unfinalize" and make adjustments. You can modify the post date for G/L Starting Balance entries as long as the date is prior to the G/L Activation Date. You are also allowed to post separate sets of opening balance entries on varying dates before finalizing. This allows entering balances for each month of the current year.
10/20/00	Pricebook	Since version 1.2.0.80, the item search in the Pricebook was not working when using wildcards.
10/20/00	General	Correct possible 'Cannot focus a disabled or invisible window' messages when entering G/L Acct, Subaccount, and Department in various forms.
10/20/00	Quick Start	If forcing quick start during initial setup, a system lock is set. If this lock cannot be obtained, the user is given an opportunity to reset the locks. Previously it would just drop you into the application without running quick start, which isn't allowed.
10/20/00	Call Center	The timed refresh in the Call Center was not always working. Timers in other forms were interfering.
RELEASE 1.2.0.82 – 10/18/00
10/18/00	Call Progress	Fix possible Access Violation error.
10/18/00	A/R Invoice Item Detail	Added messaging when importing parts onto invoice item detail with mismatching departments
10/18/00	Agreement	Make sure calculation of currency fields are rounded to 2 decimal places.
10/17/00	Sales Invoices report	Added sort by and group by Tax Code.
10/17/00	A/R Invoice Item Detail	When importing part tags onto invoice use the tag’s average value for the unit cost.
10/17/00	Item Group	Allow editing of groups with "blank" codes. This will allow them to be deleted, if necessary. Blank codes cannot be deleted.
10/16/00	Work Order Summary report	Was not filtering out canceled calls when scheduled or unscheduled was selected. Indicate canceled calls in the summary report.
10/14/00	Reference Library	Some processes would leave code validation disabled causing problems with data entry, such as 'sale type not set up for item', and others.
10/14/00	Completed Calls report	Would get 'field Zone not found' when grouping by zone.
10/14/00	Agreement Manager	Allow Cancel button on Progress Bar form to function when processing periodic billings or building renewals.
10/13/00	Invoice List report	Allow choice of voided, non-voided, or all invoices.
RELEASE 1.2.0.81 – 10/13/00
10/13/00	Customer Search	Focus the Called In By field when switching to "call on line" mode.
10/13/00	Pricebook	If a task category code was changed, the tasks in the category were being updated with the new category code, but the associated task detail and price levels were not. This caused some problems later on when updating prices for a task category. Deleting a task item was not deleting the task detail or price levels.
10/11/00	Notes	The notes form was opening from the Call Center for miscellaneous timecard entries even though you can’t enter any notes for these entries.
10/11/00	Call Center	Improved Call Center speed by reducing the number of queries necessary to refresh the notes indicator in the call information panel. Cleaned up display of information in the call information panel for miscellaneous assignments.
10/9/00	PO Manager	Changed 'New receipt' menu item caption to read 'New receipt for selected PO' to avoid any confusion about what it does.
10/9/00	Purchase Order / Vendor Invoice	When creating a receipt/vendor invoice from a PO, if something caused the process to fail, such as not having a vendor assigned, the reference books would stop validating item codes properly, resulting in 'item number not found' or 'G/L not set up for item' messages when entering item codes in PO's or invoices.
RELEASE 1.2.0.80 – 10/5/00
10/4/00	A/R Invoice	When trying to charge a line item to an agreement where the billing account id was different that the location id, the line item price would clear, not allowing a charge to the agreement.
10/4/00	Call Center	Added Location ID and Billing Account No to the Call Info panel in the Call Center.
10/4/00	General	Fixed problems with wildcard searches in UNION queries when Microsoft MDAC 2.51 or greater is installed.
10/4/00	Pricebook	Updated help files for recent Pricebook changes.
RELEASE 1.2.0.79 – 10/3/00
10/3/00	Customer Search	Open job count in the Customer Search screen was not being updated properly when a job was closed, or from the Call Taking screen.
10/3/00	A/R & A/P	Allow a reversal of an invoice if for some reason (data corruption) the receivable or payable item is missing. Then after the reversal, it can be re-posted.
10/2/00	Agreement	Added 'Uncommit converted agreement' action that may be used after a converted agreement is committed, but before any live billings or visits are posted.
10/2/00	Call Taking	After adding a new call, the Call Center would not automatically refresh when activated again. The new call would not show until some other event caused the Call Center to refresh, or until it was manually refreshed.
10/2/00	Job	Set call with a 30 minute duration if no duration (EstDayHours) is specified on the Job/Call Type, so that it plots in the unassigned calls portion of the horizontal view in the Call Center.
10/2/00	Agreement Manager	Would get Access Violation error when attempting to use the Agreement Type filter in the Renewals view.
9/30/00	New Item Category / Group	When adding a new group on the fly, the group's expense and sale type now default to the category's expense and sale type. Put expense type before sale type field to be consistent with category and group editors.
9/30/00	Customer Opportunities report	Sometimes would not show all of the items that matched the selection criteria entered.
RELEASE 1.2.0.78 – 9/28/00
9/28/00	Marketing List Export	The OK button was not visible; therefore, there was no way to complete the export.
9/27/00	Pricebook	Added help screens for Cost Adjustment forms.
9/27/00	Customer Search	On PC's with the Microsoft 2.5 MDAC installed, would get 'Invalid blob handle' error when a search resulted in a large result set.
9/26/00	Pricebook	Added an item delete option. An item cannot be deleted if the item has inventory transaction history, is set up as an inventory stock item, or is found on any task detail entries. If inventory stock items or task detail is found for the item, the user is shown the corresponding warehouses and tasks and is given the option of deleting these entries automatically.
9/25/00	Item Category Detail	Describes which pricing method is being used and has a check box to enable choices for resetting the pricing method. When entering a new category, the description defaults to the category code entered.
9/25/00	Item Group Detail	Shows the category’s expense and sale types. When entering a new group, the description defaults to the group code entered.
9/23/00	Task Detail	Be able to change the category while adding a new task.
9/23/00	Part, Labor, Misc. Task, and Overhead Item Detail	New form for adding an item category / item group on the fly is now available from the item detail forms. Use Ctrl+C to add a category, Ctrl+G to add a group for the item’s current category.
9/23/00	Inventory	Don't allow delete of a part item if it exists on task detail.
9/23/00	Sales Analysis Report	Print '<none>' if analyzed item is blank.
9/23/00	Pricebook	Allow pricing configuration by item category (book) with the option to revert back to the default pricing setup, if necessary. If you change the description on a part, labor, or miscellaneous item, the description for the item will now be changed on all tasks that include the item. Added Pricebook Setup button at the top left of the form for general pricebook setup and print options. Search buttons now remain visible as long as the search is active, not just when search values are changed. Right click in tree views now focuses the item clicked. Certain menu captions have been changed to more clearly indicate their function. Added 'Refresh view' menu option. Modified images in tree view to reflect which categories are using default or custom pricing. Added an option to reprice all categories for a particular item type, i.e. Reprice all part categories, Reprice all task categories, etc.
9/23/00	Pricebook report	Has an option to print in group title description order.
9/20/00	Sales Analysis Report	Was sometimes dropping detail lines from the report.
RELEASE 1.2.0.77 – 9/19/00
9/19/00	Call Center	When “unconfirming” a confirmed call, the question ‘Do you want to “UNCONFIRM” call?’ is displayed. If you answered ‘Yes’, it would not unconfirm the call, but answering ‘No’ would. This has been corrected.
9/18/00	Purchase Order, Vendor Invoice	Would get 'Subaccount not set up on this item number...' when creating a new vendor invoice from a purchase order item where the required subaccount was entered during the line item entry, instead of being pulled in from the expense type.
9/18/00	Stock Item Detail	The item number could be changed even if the stock item had a non-zero quantity.
9/18/00	Inventory - Requisitions, Returns, Adjustments, Transfers	Would get hung up in an endless loop with the message 'Warehouse is required' if the windows close button was clicked before any information was entered.
9/18/00	Inventory Item Value Adjustment	If an item number was entered, then TAB pressed, instead of ENTER, the item number would not be looked up. Disabled the item number field, since the item is refilled with the selected item in the manager or item detail form.
9/18/00	Timecard report	Date popup was not working when the calendar button was clicked.
RELEASE 1.2.0.76 – 9/15/00
9/15/00	Reference Library	Sometimes reference books would stop validating and mapping in code descriptions, etc. Use the Refresh button in the Reference Library to enable validation again.
9/15/00	Job	Was not copying zone or contact when creating a new job from an existing job (callback).
9/15/00	A/R Invoice	Would get 'Field PaymentTerms not found' when changing billing account to a general billing account.
9/13/00	Comm Center configuration	Fixed Email paging character limit configuration. This was always being forced to 50 characters after the user modified, saved and restored.
9/13/00	Pricebook	When modifying costs for a task in a category that was not using price formula setup, the total cost was not calculating properly. When inserting a new task in a category that was not using price formula setup, prices were being calculated when the form was first shown, which would require clearing.
RELEASE 1.2.0.75 – 9/11/00
9/11/00	Inventory import warehouse stock	When stock items were created by importing from another warehouse, the warehouse quantity on hand was not getting set to zero, but was being left empty. This was causing transactions that posted to this stock item to fail to update the warehouse quantity on hand. If an item being imported was already in the warehouse, and the warehouse quantity was less than zero, the item's quantity was being blanked out, causing the item's total quantity to be out of balance with the sum of the warehouse quantities.
9/11/00	Call Taking, New Job	When going to the Call Center to schedule a call, the employee skill matches in the horizontal employee view were not showing properly.
9/9/00	A/P and A/R Payment Reversal	Was posting the transaction despite the existence of a register account lock.
9/9/00	Comm Center	Added a 'Send & Close' option, which closes the form immediately after a successful send. Assignments were not being marked as notified when E-mail paging was being used. When selecting E-mail paging, the configuration form was still requiring a Gateway directory, which is not required for E-mail paging.
9/8/00	Call Center	Added an icon to Call Center Assignments grid to indicate the job's primary employee. Added an action to reset the job's primary employee to the employee for the selected assignment.
9/8/00	Call Taking	Would get 'Field could refer to more than one table' error when attempting to sort by several of the columns in the Location Search form.
9/8/00	Printed Work Order	If a job had multiple invoices, some of the heading information would reprint at the bottom of the report.
RELEASE 1.2.0.74 – 9/8/00
9/8/00	Payables Manager	Reversing an invoice that had an included payment was leaving the negated invoice entries with balances. These negated items would then show up in Pay Bills – they are now excluded. The balances could not be cleared by re-allocation, because negated items were excluded from the allocation view. Now when you allocate a negated item, other negated items with balances will be displayed, so that these stray balances can be cleaned up.
9/8/00	Pay Bills	When selecting items to be payed, if the discount amount was keyed in, instead of begin entered by using the Take Discount action, sometimes the total payments was not being recalculated.
9/8/00	Write Check	When writing a vendor check and selecting items to be payed, if the discount amount was keyed in, instead of begin entered by using the Take Discount action, sometimes the check amount was not being recalculated.
9/8/00	Print/Preview Work Order	Was slower than necessary, particularly on databases with a lot of job history.
9/7/00	Comm Center	Was not marking employees as notified when used from the Call Center or Job Manager. Was not always releasing its lock on the job ID when the form was closed. The form was not being freed after it was closed when used form the Job manager resulting in a memory leak.
RELEASE 1.2.0.73 – 9/6/00
9/6/00	Reference books	When modifying items in a reference book and typing in a column that is validated by another reference book and multiple matches were found, the message ‘Save changes before closing’ would display when the 2^nd reference book attempted to pop up.
9/6/00	Pricebook	Since version 1.2.0.71, the message ‘Invalid field ItemType’ would display when attempting to update prices for a category.
9/6/00	Call Taking	The Call Reason reference book allows a job type to be entered that is used as a default when the reason code is entered/selected in call taking.
RELEASE 1.2.0.72 – 9/5/00
9/2/00	Service Location List report	Added filters for date added, location type, and locations with no history. Added location type to sort by and group by lists. Option for customers that never had an agreement was not working properly.
9/2/00	Call Taking	Would get 'Post phone call failed' when posting a call when more than 255 characters were entered into the call description or the location directions.
RELEASE 1.2.0.71 – 9/1/00
9/1/00	Item search reference book	Sometimes the item search would get 'stuck' and show the same set of items regardless of which group was selected.
9/1/00	Comm Center (Paging)	Added the ability to use internet Email for sending pages from SuccessWare.
8/31/00	Pricebook	Price level setup was allowing a decimal value to be entered for '+/- pct', but was only using the integer portion in the price calculation. When calculating price levels, the amount to add/subtract from the Standard price was being calculated as a percentage of the retail price. It now uses the standard price (our price) as the basis for the calculation. When editing an item in a category that was set to not use pricing formulas, prices were not calculating while editing, but would calculate when the item was opened again. The price calculations will no longer occur automatically, but the Recalc Prices button can be used to either recalculate or clear the current prices.
8/31/00	Pricebook report	Items in user added item groups were not printing in separate groups - they would all show for one of the groups. The 'Standard' format pricebook was not generating the correct page numbers for the table of contents.
8/30/00	General	In grids, could not reverse sort by fields named Description (was getting confused with the 'DESC' SQL keyword).
8/30/00	A/R Aging / Open Receivables, A/P Aging / Open Payables reports	Were not always showing the correct Last Aging Date.
RELEASE 1.2.0.70 – 8/29/00
8/28/00	Agreement	In order to force the first visit to the following year when the visit occurs in the same month as the start month of the agreement, it was necessary to start the agreement on or after 17th of the month. Now it must be on or after the 16th of the month.
8/28/00	Item Category Detail (and Group Detail)	In order to change all of the items in a category (or group) to match the category's (or group's) expense type (or sale type), it is no longer necessary to change the expense type (or sale type), save it, then change it back again. Whenever you save the category (or group) it will update the items, as necessary, whether anything was changed or not.
8/28/00	Call Taking	Speed button (spdPayment1) on the call taking form was not working.
8/28/00	Sales Invoice Items report	Was showing charge to warranty and charge to agreement items.
8/28/00	Sales Invoice report	1. Added invoice department to report. 2. Added invoice department filter. 3. Base totals and average ticket on invoice total after discount.
8/28/00	Revenue Analysis Report	1. Renamed to Sales Analysis since it shows sales amounts, not necessarily revenue amounts. 2. Base on invoice totals after discount to be consistent with other sales reports.
8/28/00	Invoice List report	1. Set default filters to Posted Only and not Adjusting. 2. Removed begin and end verify dates (Verified date is not used yet). 3. Report header was not showing correct 'from' date in header. 4. Show discount amount and subtotal after discount to be consistent with sales reports.
RELEASE 1.2.0.69 – 8/24/00
8/25/00	Warehouse Tag Manager	Fixed typo in indicator hint.
8/25/00	Inventory Manager	Hide floor-plan indicators until floor-plan is implemented.
8/24/00	General	Increased ODBC PageTimeout setting to decrease network traffic.
8/24/00	Job Summary Analysis report	Added customer phone number, payment method, work done notes, and hours on job based on dispatch, on site, and complete times.
8/24/00	Check Register report	Date field entry was not consistent with the rest of the system
8/24/00	Printed work orders	The word wrap on work done and work suggested notes for service history was not working properly.
8/24/00	Printed invoices / statements	Print customer name as 'Firstname Lastname' instead of 'Lastname, Firstname'
8/24/00	Call Taking	Phone numbers entered for the alternate billing account were not automatically inserting the dashes.
8/23/00	User Setup	Fixed password verification for new or edited users. Checks for special characters and digits now work properly.
8/23/00	Date Picker popup	Corrected possible access violation error when using the date picker popup.
8/23/00	Calls report – scheduled	Added scheduled time and assigned techs
8/23/00	Vendor Invoice Payment	Sometimes all of the register accounts would not show in the dropdown.
RELEASE 1.2.0.68 – 8/22/00
8/22/00	Sales Invoice and Sales Invoice Items reports	Added invoice date to sort by / group by options.
8/21/00	Utilities	Added utility for updating customer zones (colors). This utility can be used anytime the zip code / zone reference book is modified in order to set customer zones based on zip code.
8/21/00	Agreement	New unscheduled visits were not getting created when flagging future visits as complete when setting up a new converted agreement. Added 'Inspect/create visits' option available in the 'Visits Due' view of the Agreement Manager. This utility will look for any agreements that do not have the proper unscheduled visits created, and create them.
8/19/00	Pricebook Pricing Setup	Added an option to calculate bonus points on Tasks and ItemsAsTasks either before or after adding tax.
8/18/00	Comm Center Configuration	Set the form’s font size = 8, scaled = false.
RELEASE 1.2.0.67 – 8/17/00
8/17/00	Help	Updated help for inventory and pricebook forms.
8/17/00	Pricebook tasks	Changed the way bonus points calculate: the calculation was (sale * pct), now it is (sale/(1-pct) – sale).
8/16/00	Customer History	Improved the speed of queries when opening the form.
RELEASE 1.2.0.66 – 8/15/00
8/15/00	General	Modified some index names to be compatible with SQL Server.
RELEASE 1.2.0.65 – 8/14/00
8/14/00	Part Item Detail	When an item is selected to deactivate, don't make item inactive until value errors are corrected.
8/12/00	Pricebook	Would generate an error 'Invalid lock' in the event log every time prices were recalculated.
8/12/00	Inventory Manager	Would get 'Table is read only' when attempting to delete a part item.
8/12/00	Marketing List report interface	The form’s font size was set to 10 instead of 8.
8/12/00	G/L Setup	Was not refreshing default eligible accounts, subaccounts, and periods when using the keyboard to navigate instead of the mouse.
8/11/00	Call Center	Horizontal view would crash with ‘Range check error’ if a call duration was greater that 1 day.
RELEASE 1.2.0.64 – 8/11/00
8/11/00	Employee Setup	Would get SQL error when deselecting all job classes or trying to select job types when no job classes had been selected.
8/11/00	Pricebook / Category Detail	Fixed incorrect error message when attempting to save without a sale type or expense type.
8/11/00	Pricebook / Task Detail	On the Standard Price page, the Misc Sale Subtotal was not showing the correct amount. On the Price Level page, added a column to show the tax amount included in the price (the tax amount is always calculated and is not modifiable). When not using manual price levels, the prices would all be cleared when task prices were recalculated.
8/10/00	Timecard	Fixed some problems with editing the day start and end times.
8/10/00	General	Allow date fields to be entered using a 4 digit month and day without entering a slash. It will automatically use the current year.
8/10/00	Item Value Adjustment	Clicking the Value acts like clicking the Next button: if the total item quantity does not match the total warehouse quantity, a dialog is displayed asking if you want to change the item quantity to match. Removed the Finish option from the popup menu on the Quantity tab.
8/10/00	Warehouse Transfer	Added validation that the To Warehouse must be different than the From Warehouse.
8/9/00	Comm Center	Added location address line 2 and billing account name and address fields to the list of fields available for paging.
RELEASE 1.2.0.63 – 8/8/00
8/8/00	Call Taking	Sometimes would get 'Post phone call failed' when billing to other than the service location. Would get 'Post phone call failed' if a previously created location had a billing account created from it, but it was not the default billing account for the location. When tabbing and the billing account information panel shows, set focus on the pre-filled account # to make it easier to select the default billing account.
8/8/00	Scripts	It was not always possible to edit and create new script entries.
RELEASE 1.2.0.62 – 8/7/00
8/7/00	Call Center	1. Implement 'On Inactivity Only' flag in refresh timer. 2. Save timer settings in the registry. 3. Eliminate back-to-back refreshing that was occurring when an operation that required a refresh was performed at the same time that the refresh timer expired.
8/5/00	Snapshot	Added Date range option for counting canceled calls.
RELEASE 1.2.0.61 – 8/4/00
8/4/00	Call Center	When entering call progress times for an assignment and there was a prior uncompleted time card entry, if you chose to close the prior entry, a message dialog would display during the database transaction which would cause database files to be locked until the message dialog was acknowledged.
8/3/00	Printed workorders	Added Summary option to report interface form.
8/3/00	Call Taking	When searching for a name containing an apostrophe, you would get ‘Missing right quote’. The popup menu for call back jobs previously included unscheduled and incomplete jobs sometimes displaying a date of '12/31/99'. Only completed jobs will show up for callbacks now.
8/1/00	Part Item Detail	Make substitute item #'s not required.
RELEASE 1.2.0.60 – 7/31/00
7/31/00	Call Taking	1. Was not updating location and account information if info was changed. This has been fixed. Changes made in the new call taking form will now update the location and account information when a call is Posted. 2. When an existing customer was selected, the Location Type, Tax Code, and Preferred Employee are now being mapped in. 3. The lookup buttons for Tax Code and Location Type did not work.
7/29/00	Customer History	Since a change in version 1.2.0.47, the customer history screen was opening slow. It has been restored to its original speed.
RELEASE 1.2.0.59 – 7/27/00
7/27/00	Payables Manager, Receivables Manager	Added a filter to show items out of balance with their allocations and action to reset the balance based on the allocations.
7/26/00	Agreement Manager	Sometimes would get 'Field not found' when sorting columns and the view was being filtered by one of the filter fields.
7/26/00	Event Log	Changed logging of errors to give additional information when 'uncommitted transactions at idle' occurs.
RELEASE 1.2.0.58 – 7/25/00
7/25/00	Pay Bills	Was not printing the vendor’s remit-to address on the checks.
7/24/00	Pricebook	Allow a negative miscellaneous portion of the sale price to be entered and/or calculated based on a change to the total sale.
7/24/00	Call Center	If a job was selected in the job grid (upper right grid), then you right clicked on the corresponding call in the call grid (right side below job grid) and selected 'Send a page', nothing would happen. You would have to select another call, the re-select the call in order to send the page by right clicking in the call grid. If the call had been selected anywhere other than the job grid, or if you had right clicked on the call in the graphical views instead of in the call grid, everything was OK.
7/21/00	A/R Invoice	Put 'Discount' in the description field for invoice discount line items.
7/21/00	A/R Invoice, A/R Statement reports	Moved billing address slightly to the right so that it would always stay in the envelope window.
7/20/00	A/R Invoice Detail	Was showing 0.00 for the invoice total cost and the invoice sale subtotal.
7/20/00	Job	When adding a new job from the Customer form and the location was just added, pre-fill the job's lead source with the lead source entered for the location.
RELEASE 1.2.0.57 – 7/20/00
7/20/00	A/R Aging and Open Receivables reports	Would get ‘General SQL error’ when trying to order by customer name.
7/19/00	Cash Receipts	If a grid column title was clicked to sort that column during the process of allocating a cash receipt, when Post was executed the message 'Cancel receivables allocations?' would display with the available options Yes or No. If No was selected, you could Undo, and nothing would post. If Yes was selected, the cash receipt would not post to the customer account, but it would still post to the account register and general ledger. The column sort feature has now been disabled during allocation mode.
7/17/00	Vendor Invoice	1. Sometimes an invoice would not post due to rounding errors if an item had tax added and the item was split. Would get the message 'G/L Debits do not match credits'. 2. Due to rounding errors, sometimes Item Distribution would not close and there would be no message dialog explaining why.
7/14/00	Inventory Manager	Stock items deleted in the Inventory Manager would still be there when the view refreshed.
7/14/00	Vendor Receipt Receiving Ticket	Fixes to spacing of serialized items on Receiving Ticket report.
RELEASE 1.2.0.56 – 7/13/00
7/13/00	Vendor Invoice	Posting receipt/invoice was not always showing the correct item number on errors/warnings.
7/13/00	Pricebook	Fixed possible 'Illegal operation' or 'Access Violation' error when editing the profit margin percentages in the Pricebook's Pricing Setup.
7/12/00	Job	Was not changing required hours or duration for the call when the call type was changed after additional calls had been added for the job. Modifying the call type will now always modify the hours and duration for the call.
RELEASE 1.2.0.55 – 7/12/00
7/10/00	Call Taking	Customer navigation was not enabled when reviewing call that resulted in new customers.
7/7/00	Write checks	Now allows the same check number to be used in different bank accounts.
7/7/00	Account register opening balances	When entering opening balances, if a check number was entered, then 'Deposit' selected, the check number would still show up on the deposit entry created.
7/7/00	A/R Invoice List report	Was not showing the job department for most invoices.
7/5/00	Job Tag Manager	Added shortcut key (Alt-P) for 'Update Invoice Cost' button and menu item.
RELEASE 1.2.0.54 – 7/3/00
7/1/00	Marketing Lists	1. Added shortcut keys and popup menus 2. Enter or double-click now will open a Marketing list 3. Refresh the grid appropriately after changes are made or a new list is generated. 4. Focus the list just edited when returning to the Marketing Lists form. 5. Other cosmetic changes.
7/1/00	Report Gallery	Modified so that the screen can be navigated using the keyboard.
6/30/00	A/P Item Distribution report	Added Item Number to the report filters.
6/30/00	A/R Aging, Open Receivables, A/P Aging, Open Payables reports	Added Acct No to the sort when sorting by Vendor (or Customer) Name to keep all items for a vendor (customer) together when two names were the same for different vendor (customer) records.
6/30/00	A/R, A/P, and Checkbook Adjustments	Entry of the adjustment code when a code was part of another code (e.g. 'FC' and FCHRG') was quirky and was not bringing in the G/L account for the shorter code.
6/29/00	Marketing Lists	1. Added a pruning option for Do Not Solicit and No Happy Checks. 2. Fixed Alignment of Location grid when splitter is adjusted. 3. Fixed column sorting in the billing account grid. 4. Added count of unique locations and accounts
6/27/00	Task Item Detail	Display tax amount on standard price page as currency.
6/27/00	A/R Invoice	Make sure grid is focused when going into edit mode on an item.
RELEASE 1.2.0.53 – 6/27/00
6/26/00	Job Calls Booked report	1. Added Location Lead Source to the filters, sort by, and group by lists. 2. The lookup for Taken By was using employees instead of user names.
6/26/00	A/R Invoice	Posting an invoice that has an invalid billing account would result in the message 'qryRec: Cannot perform this operation on a closed data set' and then an invalid lock message. The program now reports 'Invalid billing account'.
6/26/00	Pay Bills	The summary totals at the top of the screen were not correct when credits were being taken.
6/26/00	Pricebook Items, Employee Setup	Don't allow special characters to be used in item numbers or employee codes except for '-', '/', or '&', so that reference books work properly.
RELEASE 1.2.0.52 – 6/26/00
6/26/00	Pricebook report	Removed Champion format selection from the report interface screen - there is no special champion format.
6/24/00	Call Taking	1. Would sometimes get 'Phone call posting failed' when creating a service call with a scheduled date, but no time. 2. Time slot was not getting set properly. 3. Flags on the phone call record for 'Is NewJob' and 'IsNewLocation' were not getting set properly. 4. Was creating the job with incorrect information for Job start/end date, man hours required/booked/assigned. 5. Was skipping a Location ID when aborting a call after selecting an existing location.
6/24/00	Job	1. Set job to scheduled in the same manner as the call. It is now considered 'Unscheduled' until it has a both scheduled date and time, not just a date. 2. Booked date/time was only getting the date and not the time when scheduled in the Job form.
RELEASE 1.2.0.51 – 6/23/00
6/23/00	Pricebook reports	Streamlined report interfaces - enable/disable options appropriately based on the selected report.
6/22/00	Call Center	Modifications to queries to speed up the Call Center refresh.
RELEASE 1.2.0.50 – 6/21/00
6/20/00	Pricebook	Added 'Active' column to the item grid.
6/20/00	Call Taking	1. The invoice count for the job was not getting set properly when adding a new job. It would, however, get corrected later on when the job or invoice was modified. 2. Was not setting the job taken date/time properly.
6/20/00	Job	When adding a new job, the zone would not get set if the location’s zone code was the same as the beginning of another zone code.
RELEASE 1.2.0.49 – 6/19/00
6/18/00	Job Manager	Ignore canceled calls when determining the job scheduled date (scheduled date of first call) and the scheduled job duration (difference between last call date and first call date).
6/17/00	A/R Invoice	Fixed problem in refreshing the billing account information when the Location has no billing accounts and the invoice has a general billing account assigned.
6/17/00	Call Taking	1. The location ID and billing account ID were being reversed on the invoice for jobs created through the new call taking. 2. Taking a service call for an existing prospect would result in the location not having a default billing acccount. 3. The invoice created when taking a service call and billing an alternate billing account would have an invalid billing account id. The billing account would have to be reselected before the invoice could be posted.
6/17/00	Call Taking – Scheduling	1. Techs were sometimes showing as available when they had scheduled assignments. 2. The weekly schedule view was not showing any assignments for the last day of the week. 3. The red (load) line was drawing one pixel off per employee. 4. In the weekly view when scheduling a call, arrow up or down was not correctly updating the date/time display at the top.
6/15/00	Part Item Detail	The form would allow editing of the average cost when the item total quantity = 0, but was not saving the change. Now if the item total quantity and average cost are 0, average cost will be initialized based on the last cost (or standard cost).
6/15/00	Customer Search, Receivable Manager	Would get 'Missing right quote' when searching for a customer name with an apostrophe in it and the search would fail (e.g. O'Brien).
6/15/00	Call Center	Would get 'qryAssignments: cannot perform this operation on a closed data set' when going into 'Send a page' from the Call Center if the job was locked by another user.
6/15/00	General	Replaced some hidden forms with data modules to conserve windows resources.
RELEASE 1.2.0.48 – 6/14/00
6/14/00	Pricebook	1. Refresh items after editing an item category or group. 2. When modifying an item's group, update the item's sale type and expense type from the new group.
6/14/00	Pricebook Item List report	1. Report (new in version 1.2.0.45) was only showing part items when all item types were selected; would get 'nothing to report' whenever attempting to print only certain item types. 2. Added Item Group code and Item Category code to the Sort By and Group By options.
RELEASE 1.2.0.47 – 6/13/00
6/13/00	Location	1. Don't require a billing account for Prospects. 2. Don't allow location to be changed back to Prospect after jobs have been created for the location.
6/13/00	Job	1. Don’t allow jobs to be created for Prospects. 2. Fixed problem in refreshing the billing account information when the location has no billing accounts. 3. Would get 'Field PaymentTerms not found' when selecting a general billing account.
6/12/00	Customer Search	Search results did not include prospects that have no billing account.
6/12/00	A/R Opening Balances	1. Occasional "Index out of range" error would occur when adding a location to billing account. 2. You can now specify a general billing account when adding a billing account. 3. You can now add location invoices to general billing accounts without adding the location to the billing account.
6/12/00	Billing Account Detail	Would show message re:General Billing Account every time a general billing account was opened. Now only shows when the general billing account check box is checked.
6/12/00	User Group Setup	1. Fixed duplicate caption on customer service abilities – changed duplicate to ‘Reopen job’. 2. A check box was missing for the ability to authorize billing accounts.
6/12/00	A/R Invoice	Discounts were not always calculating correctly.
6/12/00	Inventory	1. The indicator at the top of the Inventory Manager form for items have had a total quantity less that zero was not always properly lit. 2. Items that return to total qty=0 and total value=0 will be removed from the 'Less than zero' list automatically. 3. Allow value adjustment for 'Less than zero' items with total qty=0 and total value<>0 in order to bring the total value back to zero.
RELEASE 1.2.0.46 – 6/09/00
6/9/00	Call Center	When dragging a call from the browse window to an employee in the Call Center, the call would schedule for the correct time, but would not be assigned to the employee.
6/9/00	Purchase Orders	When creating a Receipt/Vendor Invoice from a Purchase Order and there was multiple partial matches for the Vendor ID, the Vendor ID would not fill in on the Receipt/Invoice, and the message "Cannot focus a disabled or invisible window" would display.
6/9/00	Purchase Orders / Vendor Invoices	Would get 'Unable to update PO status' when posting a receipt or invoice, and the PO had not been itemized. Because of this it was impossible to close a PO with no items.
6/9/00	General	When running multiple sessions of SuccessWare (not recommended because of Windows resource limitations), it was possible to get 'Key violation: duplicates in index' when adding new records. The unique id generator sometimes would generate new ID's from the wrong company database.
6/8/00	Vendor Invoice	Sometimes could not modify the UnitCost and TX grid columns, even though they were enabled for editing.
6/7/00	Timecard	The timecard was creating assignment for IsNote entries.
6/7/00	Reference books	Modified reference books to cancel search when arrow down/up is pressed.
RELEASE 1.2.0.45 – 6/07/00
6/7/00	Pricebook reports	New report: Pricebook Item List Report
6/7/00	A/P recurring invoices	Fixed errors that would occur when working with recurring invoices. Errors that would occur included 'Access Violation', 'Posting failed during DB transaction', and 'A user transaction is already in progress'.
6/6/00	Inventory reports	‘General SQL Error’ would occur when filtering the reports by manufacturer.
6/5/00	Calls Taken/Booked report	Lookup for Job Type was not always showing all job types.
6/2/00	Pricebook and Product Guide reports	Added a lookup for selecting which book (item category) to print so that any book can now be printed. Report was showing the internal item ID instead of the usr enter part number.
6/2/00	Utilities	Added a utility to reset the G/L activation date after G/L entries have been posted. This is used in case a mistake was made when the activation date was first set, or to restart G/L with new opening balances.
RELEASE 1.2.0.44 – 5/26/00
5/26/00	Agreement Billings Due report	Report was not filtered properly - it was not showing the same agreements as the Agreement Manager.
5/26/00	Job, Call Center	Would get 'Field Scheduled could not be modified' when using 'Cancel Job' on an unscheduled job. Also, when canceling the last call and all calls were canceled for an unscheduled job, the job was not being canceled.
5/25/00	Calls report	The Calls report for scheduled calls was only including calls scheduled before the end date entered. It now includes calls on the end date.
5/25/00	Call Taking	Added a new form (F12) for streamlining the call taking process. (Use CTRL+F12 to load the Customer Search instead.)
5/25/00	Software activation	A new process has been added for quarterly software activation. Each quarter, an activation code obtained from SuccessWare must be entered in order to keep SuccessWare21 functioning. If the activation is allowed to expire, after a 15 day grace period, the software will no longer function except for report printing.
5/25/00	User Group setup	Added user ability for administrative tasks, such as acknowledging activation expiration notifications.
5/24/00	Job Summary Analysis report	Average ticket was not calculating correctly.
5/24/00	Vendor Invoice Item Distribution	1. When entering an invoice with serialized items and there was no receipt, you could not enter serial numbers in the item distribution form. 2. Closing the form with the Windows e'X'it button while the grid was in edit mode would result in the error 'Cannot count records, dataset in edit mode'.
5/23/00	Inventory Transaction report	The report was printing report totals at the bottom of every page.
5/22/00	Item Value Correction	1. Inventory items are marked in error (requiring inspection) when quantities and/or values go negative or when qty=0 and value<>0. 2. From the Inventory Manager or Item Detail form, you can access the Item Value Correction form. Here you can modify warehouse quantities and correct the items total quantity to match the warehouse quantities and then adjust the items average cost if necessary. 3. The inventory reports have an additional filter for "Item's requiring inspection/correction". 4. Printed reports have an indicator for items needing inspection - QtyOnHand and/or TotalValue is shown with a box around it.
5/22/00	Logon, Main Menu, Progress Bar	Modified colors, button sizes on the main menu (some were different widths).
5/20/00	Call Center	When a call was canceled and it was the only call for the job, or all calls for the job had been canceled, the job was being automatically canceled without checking if there had been any invoice activity. Now if there are any posted invoices for the job or there are any line items on the invoice for the job, the job will not be automatically canceled.
5/19/00	Inventory transactions	Serial Number popups were not working in IC Transaction Forms.
5/19/00	Part Item Detail	Added a Deactivate check box to the Part Detail edit form. When an item has been deactivated, it can no longer be added to purchase orders or vendor invoices. When there are no longer any stock quantities for the item, it will automatically make itself inactive, and will no longer be available for inventory transactions.
5/19/00	Warehouse Tag Manager	1. Indicators changed (added blank, and duplicate indicators, changed 'mismatch' to 'extra'/'missing'). 2. Added images in serialized tag grid to indicate problems. 3. Changed text in bottom left panel of serial page to better indicate the status of serialized tags for the item/warehouse. 4. Added popup option to stock grid at top and serialized tag grid: 'Inspect item', and 'Inspect serial number'. 5. Added tag count to bottom of serialized tag grid. 6. The "SERIAL" indicator in the Inventory Manager will light up if blank, duplicates, extra, missing, or invalid qty tags exist. 7. Modified grid column widths. 8. Added progress bar to Recheck Serialized tags.
5/18/00	Part List report	Added minimum order quantity and last cost.
5/18/00	Part Item Detail	Added minimum order quantity field.
5/18/00	Comm Center	Paging Config Form now accepts email message lengths > 100. Email paging no longer crashes when the message length is undefined.
5/18/00	Physical Inventory	Added a report interface when printing physical inventory count sheet to select a bin no. and item no. (can use '%' wildcard). Items for physical count are created in Bin No, Item Number order. Made Description, and Bin No columns readonly.
5/18/00	Printed Material Requisition and Material Return	Added Job Primary Emp to printed Material Requisition and Material Return.
RELEASE 1.2.0.43 – 5/17/00
5/17/00	Printed Material Requisition and Material Return	Added job information (Job#, job type, job address).
5/17/00	Pricebook reports	Added 'Nothing to report' message instead of showing a blank report with zero pages.
5/17/00	Inventory Transactions	Since version 1.2.0.41, the error ‘qryControl: field IsASD not found’ would occur when trying to open the Requisition, Return, Transfer, or Adjustment forms.
5/17/00	Comm Center	The system was hanging up if message length for E-Mail paging was greater than the maximum character limit.
RELEASE 1.2.0.42 – 5/17/00
5/17/00	Inventory Transactions report	Added group subtotals and report totals, Item Number group/sort was by internal item ID instead of user entered item number.
5/17/00	Comm Center	Corrected error "Could not perform edit..." when accessing Config and then clicking ok. Now properly saves configuration when email addresses are appended to the employee code. Employees without email addresses are not displayed in CommCenter Form when email paging is being used.
5/16/00	Payables Manager	Last Aged date in the form’s status bar was not showing the correct date.
5/16/00	Receivables Manager	Last Aged date and Last Fin date in the form’s status bar were not showing the correct date.
5/16/00	Printed Work Order	Reworked Service History section to be more efficient with space for Work Done and Work Suggested memos.
RELEASE 1.2.0.41 – 5/15/00
5/15/00	Vendor Payment	When writing a vendor check, sometimes the amount to pay would not recalculate when the discount to take was changed.
5/15/00	Call Center	If an employee code had a space, it would cause ‘Index out of range’ error when copying or continuing calls.
5/15/00	Job	If the job was not in edit mode, using "Assignments" would cause a "qryCalls not in edit or insert mode" error.
5/15/00	Agreements Due for Renewal report	Added Preferred Tech to report.
5/12/00	Call Center	If a call being browsed was scheduled by dragging from the call info grid instead of from the browse window, the call was not being removed from the browse list.
5/12/00	Pricebook	A standard price is no longer required when entering a part, labor, or misc item.
5/12/00	Agreement	When canceling more than one visit at a time, sometimes the next visit month/year would not increment properly.
RELEASE 1.2.0.40 – 5/12/00
5/12/00	Job Lookup	Was always displaying "Different location" when validating jobNo
5/12/00	General	Added machine name and username to the exception message display.
5/12/00	Job Tag Manager	The Job Tag Manager was failing to post requisitions for items pulled onto the invoice via picklist/Warehouse Tags. They had no G/L info.
5/12/00	General	Sometimes when locked out of an operation by another user, the error 'qryIDLock: field Username not found' would occur.
5/12/00	Account Register reconciliation	Reconciling bank or cash box would always default to the date/time of last statement.finish. fixed it to default to the current date/time if no amounts have been entered.
5/12/00	A/P Transactions report	Was not showing all allocations for the transactions listed.
RELEASE 1.2.0.39 – 5/11/00
5/11/00	Inventory reports	Added the following new reports: Part List, Warehouse Stock List, Part Valuation, Warehouse Stock Valuation, and Inventory Transactions.
5/10/00	Comm Center	Would get 'I/O error 53' if the gateway directory contained only a drive letter. The error would only occur when sending to assigned employees, not when sending employees in the pageable employees box.
5/10/00	Write Checks	Posting a vendor check against multiple payable items would sometimes lose allocations if any of the payable items had prior credits or partial payments already applied to them.
RELEASE 1.2.0.38 – 5/09/00
5/9/00	Printed checks	1. On some printers, the vendor city, state, and zip was not printing when a four line address was set up. 2. Added space between the vendor address and the check memo, so that the check memo does not show in the envelope window. 3. The 'XXX VOID XXX' message was not printing on subsequent checks when more than one stub was required to print all of the items being paid.
5/9/00	Vendor History	Reversing payable was very slow and sometimes seemed to hang up for vendors with a lot of history.
5/9/00	Write Checks	Selecting items to pay for a vendor check was slow. Posting a vendor check with multiple allocations was sometimes losing some allocations.
5/8/00	Sales Invoice Items report	When attempting to use the Flatrate Code reference book, the error 'Flatrates: not in reference library' would occur.
RELEASE 1.2.0.37 – 5/08/00
5/6/00	Call Center	Since recent changes made to the Call Center (1.2.0.35 and 1.2.0.36), browsing from job form was not working properly and drag-and-drop from the browse window had to be done twice to take effect.
RELEASE 1.2.0.36 – 5/05/00
5/5/00	Reminders	Modified report so that entire description entered would print.
5/5/00	Call Center	Prevent dragging from the Assignment grid - was causing problems if dragging to a different date than the current call date. This should not be necessary anyway, because it can still be dragged from the Call grid. When selecting a job in the Job grid, the Assignment grid was not properly showing assignments for the job.
5/5/00	Call Center, Job	Fixed cause of 'qryCalls: Cannot perform this operation on a closed dataset' error.
5/4/00	Switching companies	When switching companies using the drop down menu (Ctrl+F2), the program was not checking if the company database was locked, or if the database required version updates.
5/4/00	Call Center	Fixed another cause of Access Violation errors.
RELEASE 1.2.0.35 – 5/04/00
5/3/00	Call Center	Fixed a cause of Access violation / Invalid floating point operation errors. This also fixes the occasional display of garbage in the Call Info panel when opening the Call Center from another form (Job, Job Manager, etc.) Also, when opening the Call Center from another form (Job, Job Manager, etc.), the days calls were not plotting until the view was refreshed.
5/3/00	Comm Center	Was not marking assignment/call as notified when 'Mark as notified' was selected.
5/3/00	Printed work order	Moved the Callback indicator, so that the entire Contact field would print.
5/3/00	Renewal Notices	Will now add tax to the notice when Tax Bill is checked on the agreement, and the location has a valid Tax Code assigned.
5/3/00	G/L Setup	Sometimes would get 'Error applying updates to the query' when attempting to save changes to Expense Groups.
5/3/00	Checks	The 4th line of vendor address would not print on some printers Moved the check memo from below the vendor address to above the check amount so that it does not show in the envelope window. The post office automatic scanners would pick it up as an invalid address and force manual sorting.
5/2/00	Reference books	Down Arrow key will now end search (used to be just Enter).
5/2/00	Call Center	Fixed two possible causes of ‘Access Violation’ and ‘Invalid floating point operation’ errors.
5/2/00	Timecard	Would get "field not found - Location_Name" when dispatching, onsiting, or completing a call from the scheduled grid of the timecard entry form.
5/1/00	A/R Statements	Batch statements was printing all accounts (even those with No Statement selected).
RELEASE 1.2.0.34 – 5/01/00
5/1/00	Lock Manager	1) Event logging was truncating last character from message 2) added display of username to lock conflict messages 3) added event logging of "locks found at logon" when NOT cleared
RELEASE 1.2.0.33 – 4/28/00
4/28/00	(General)	Option added to enable/disable the SuccessWare backdrop (accessible by right clicking in the toolbar). Modified images (login, progress bar, main menu, etc.) for better resource usage. Corrected Database Update problem for Novell Users.
RELEASE 1.2.0.32 – 4/24/00
4/24/00	Agreement	Visits were not always recalculating when the agreement Collect Per Visit was modified. When a customer had multiple agreements with different billing methods, the panel showing either the Collect per Visit amounts or the Billing amounts was not always displaying properly after making changes.
4/24/00	Pricebook	Added option to print Champion pricebook
RELEASE 1.2.0.31 – 4/22/00
4/21/00	Agreement	Added error checking to prevent users from setting up deferred agreements with no deferred moneys set aside. (This was already in version 1.1.0.x)
4/21/00	A/R Invoice Detail	The Tag PickList was not removing all invoiced parts from list.
4/21/00	Printed Work Order	Allowed report to go to 2 pages for jobs with extensive instructions.
4/21/00	Check Alignment	Was not saving the check format selected unless the check alignment was previewed.
4/21/00	Check Register report	The report title was always showing the first register account number and name, rather than the account selected (the detail was for the correct account).
RELEASE 1.2.0.30 – 4/20/00
4/20/00	Reference Books	Refresh of reference books was making all columns visible.
4/20/00	Material Return	Reference books were popping up when importing job tags.
4/20/00	A/R Invoice Detail	Picking a serialized item from pick list wasn't pulling in serial numbers.
4/20/00	Inventory Manager	When the manager was opened, it wasn't properly opening transactions for the warehouses indicated (ex: "All").
4/20/00	Job Tag Manager	Allow down arrow to go to the next line from all non-lookup fields after typing into a field without having to press Enter. Was failing when posting returns/requisitions for serialized items.
4/20/00	Vendor Invoice Item distribution	When a new line was inserted, the quantity could not be edited unless you tabbed out of the field, then back.
RELEASE 1.2.0.29 – 4/20/00
4/20/00	Printed purchase order	Purchase orders with no line items would not print.
4/19/00	Invoice, and printed invoice	Always show items and detail in order entered (by automatically assigned ID)
4/19/00	Pricebook Pricing Setup	The labor multiplier was not calculating for display when form would first show. It would only calculate when the labor PM was changed. Fixed possible 'divide by zero' error.
RELEASE 1.2.0.28 – 4/19/00
4/19/00	Pricebook Item Detail	Added expense type and sale type (display only - not editable). When adding a new item, the currently selected category/group was not being pre-filled for new item.
4/18/00	Vendor Invoice	When posting a vendor invoice with a pre-payment, check for a duplicate check number - the check number could have been entered elsewhere while the vendor invoice was unposted.
4/18/00	General	Modified ODBC parameter settings to prevent the error: 'Key Violation: Locked by user admin on Machine XXXX'.
4/18/00	General	For debugging purposes, the program now logs an event if the application goes idle while a database transaction is open.
RELEASE 1.2.0.27 – 4/18/00
4/18/00	G/L Transactions report	The date popup for From Date would not work unless From Date was already focused.
4/18/00	Call Center	Fixed possible Range Check error (this error occurred very infrequently).
4/18/00	Payment (Write Check)	Focus the previously focused field after popping up the window to enter an address.
RELEASE 1.2.0.26 – 4/17/00
4/17/00	Employee Setup	Since version 1.2.0.19, the program would hang when trying to add the first employee.
4/17/00	Job	Would get Access Violation error when attempting to cancel a job.
4/15/00	Quickstart – employees	The instructions box was overlapping the default department field.
4/15/00	Job Tag Manager	Allow the down arrow key to be used to display the warehouse reference book.
4/15/00	Pricebook/Inventory Item Detail	When an item's category was changed, the program was not forcing it's group to be changed, resulting in an invalid category/group combination. If an item's group is changed, the item's sale type and expense type were not being changed to the new group.
4/15/00	Agreement Manager, payables Manager	Sometimes the Enter key (and Doubleclick) to open the selected record would not work.
4/15/00	Vendor Invoice	Enter a new vendor invoice, enter items, the invoice and items are applied to the database. If you then edit and cancel an edit, the form closes, as if the invoice never was saved, but it was. It now only closes automatically if the invoice is still in insert mode when canceled.
4/15/00	Scheduled Calls report	Scheduled calls report was showing all calls (now shows scheduled, but not completed or canceled)
4/15/00	Vendor Invoice Item Distribution	Left side of bottom panel was cut off
4/15/00	Account Register – Payment Vendor Invoice – Apply Pmt	When making a vendor or miscellaneous payment (write check), allow payment type of either Check or Debit from bank accounts, or Cash from cashbox accounts. Debit or cash payments do not require or track check numbers.
RELEASE 1.2.0.25 – 4/14/00
4/14/00	Login	Sometimes would get an Access Violation when exiting without logging in.
4/13/00	Installing an update	Installation of versions 1.2.0.22 thru 1.2.0.24 would fail when updating a version 1.1.0.x database. The database update for 1.2.0.22 was looking at a table that did not exist in 1.1.0.x.
4/13/00	Date Select popup	On some computers, the popup form for selecting a date would be cut off on the right hand side.
4/13/00	Event logging	Make sure no message dialog displays from the event log if a database transaction is in progress. Log an event when a lock manager lock attempt fails. When a key violation exception occurs, list the active queries and record their states.
4/13/00	Vendor Invoice	Would get 'Must use an updateable dataset' when attempting to open the purchase order lookup in the Vendor Invoice form.
4/12/00	Agreement	Due to recent additions to data validation in the agreement form, it was possible to have transaction postings for existing agreements abort.
4/12/00	Timecard report	Added option for grouping/subtotaling by City.
4/12/00	Purchase Order	Form would close when mapping in a warehouse or job ship-to address.
4/11/00	A/R Invoice	If subaccounts were set up for the account on a sale type, the subaccount selection would pop up and immediately close, not allowing a subaccount selection to be made.
4/11/00	Login, Main menu, Snapshot, Progress Bar	Replaced images with 256 color images.
4/11/00	Timecard report	The vertically expanding status summaries in the Day Summary and Employee Totals were causing information at the bottom of some pages to be lost – the information would not be carried over to the next page. Employee totals were not correct when the employee's hours started on one page and finished on another. The status summaries now expand horizontally.
4/10/00	Quickstart	Added Pricebook reference library page.
4/10/00	Printed Work Order	1. Added filter info to equipment information 2. Removed credit card #
4/10/00	Open Payables report	added option to print Open Payables by Due Date
4/10/00	Snapshot	Added Cash entry to SnapShot.
RELEASE 1.2.0.24 – 4/10/00
4/10/00	QuickStart	Added Pricebook reference library page to QuickStart.
4/10/00	Reference Library	Removed Flatrate reference book from Customer Service page of the reference library – not used since version 1.1.
RELEASE 1.2.0.23 – 4/8/00
4/8/00	Account Register	Since version 1.2.0.22, an Access Violation would occur when opening the account register and then when attempting to select a specific register account.
RELEASE 1.2.0.22 – 4/7/00
4/7/00	Task Form (Pricebook)	1. Detail was not validating, allowing detail w/o item numbers 2. The Tab order was incorrect on bottom buttons 3. Enter key on buttons on bottom now work, ‘New’ action was acting funny
4/7/00	Reference books	Since version 1.2.0.19, reference books were sometimes popping up in the top/left corner of screen.
4/7/00	Pricebook	1. When recalculating book prices, was not using the Margin Matrix when it was setup to use it. 2. Allow "Use Retail Pricing" in Price Setup (inserts a retail price level) 3. Description of "OurPrice" and "RetailPrice" can be modified by the user 4. Allow a decimal value (rounded to one decimal digit) for percent column in task price level setup. 5. The Pricebook Form now shows "Our Price" in the grid
4/6/00	Agreement Manager	'qry: field VisitType not found' error would occur when attempting to use the visit type filter in the Visits Due view.
RELEASE 1.2.0.20 – 4/6/00
4/6/00	Account Register Reconciliation	The calendar popup for selecting a date was not working.
4/6/00	Account Register Adjustment	If the adjustment code was keyed in instead of selected from the popup, the adjustment would not post and the message 'Adjustment posting canceled' would display.
4/6/00	Reference library	Since version 1.2.0.19: 1. Reference books with separate editing forms were resulting in "invalid typecast" error. 2. SaleType, ExpenseType, AdjustCode books were resulting in a ‘stack overflow’ error.
4/6/00	Timecard	1. ‘Access Violation’ would occur when accessing Call Progress from the timecard when job was locked by another user. 2. Another ‘Access Violation’ would occur when making a new entry and the prior open timecard entry for another job was locked by another user. This would also was cause a ‘KeyViolation: Locked by user Admin on machine XXXX’ error to occur at other workstations. 3. 'Invalid floating point operation' message would sometimes occur when making timecard entries and routine data validation would fail.
4/6/00	Printed Invoices / Statements	The phone number was printing after remit to address in the payment stub when there was not a separate remit to address entered in company setup.
4/6/00	A/P Aging, Open Payables, A/R Aging, Open Receivables	Were not aging items correctly - items were not in Over30 column until 30 days after the due date, instead of the invoice date.
4/4/00	G/L Transaction Review	Open Source would lock up if the source document (invoice) was already open. It now displays a message that source cannot be reopened. Also, the A/P invoice can now be opened as source.
4/4/00	Timecard report	Added menu options to select/unselect all employees and timecard Statuses
4/3/00	G/L Setup	When the G/L setup form was entered from the G/L Accounts or Departments reference books, the message 'Type lock does not exist' would occur when closing the G/L Setup form.
RELEASE 1.2.0.19 - 4/3/00
4/1/00	Reference books	Changed to be more efficient with Windows resources – creates a form when book pops up and releases the form when it closes, instead of keeping the form allocated after the popup closes.
3/31/00	Employee setup	When adding a new employee, if the employee code was a duplicate of an employee code already entered, the message 'Microsoft ODBC - Key Violation' would occur when attempting to save. The employee code entered is now validated when it is entered.
3/31/00	Printed invoices	Invoices with more than 27 lines of work done memos would hang when printing. Also printed invoices in the print queue are now named with the invoice number - e.g. Invoice #103402
RELEASE 1.2.0.18 – 3/31/00
3/31/00	Cash Receipts	After another recent fix to cash receipts (version 1.1.0.69), cash receipts could no longer be manually allocated. A message would saying ‘The Billing Account is already open …’ would display.
3/31/00	Invoice Manager	Add primary tech to grid
3/31/00	Job Manager	Add primary tech to job grid
3/30/00	Statements	Was printing statements for customers with ‘No Statement’ checked.
3/30/00	Customer Search	Could not search for a billing account with alpha characters in it - would say 'Please enter a numeric value'.
3/30/00	Invoice	Posting the invoice will now warn if job is still in progress.
3/30/00	Job	Canceling job: now won't cancel if invoice has line items, since invoice cannot be voided if there is any detail.
RELEASE 1.2.0.17 – 3/29/00
3/29/00	Open Jobs popup reference book	Now refreshes automatically so that it reflects recently closed or reopened jobs.
3/29/00	Timecard	When entering Dispatch, Onsite, or Complete entries in the timecard, the selected call’s department was not being used as the default.
3/28/00	Job	Added ‘Close Job’ and ‘Reopen Job’ actions. A closed job can now be reopened in order to make necessary changes (call progress, timecard, etc.).
3/28/00	User Group setup	A new user ability checkbox has been added to User Group setup for ‘Reopen Job’.
3/28/00	Agreement	Sometimes could not save a 'No Charge' agreement - even though the Use Reserve box was not checked, the program would show the message 'There is nothing to reserve for a no charge agreement'.
3/27/00	Call Progress	Was sometimes getting a conflict message when a prior open ended entry was in the timecard. Also, now closes a previous open ended miscellaneous entry.
3/27/00	G/L Setup	If newly added overhead expense accounts were between existing report group ranges, these accounts would have been excluded from the income statement reports. The G/L Setup form can no longer be closed if some but not all overhead expense accounts are assigned to expense groups.
3/27/00	Billing Account Detail	When adding a new billing account, and a match was found on name, address, etc., when the match was selected using the Enter key, the ID lock that was created for the new ID was not being released
3/25/00	Receivables Manager	When posting a cash receipt from the Receivables Manager while the billing account history was already open, attempting manual allocation would result in the error ‘Cannot make a visible window modal’. A message is now displayed that manual allocation is not available under these circumstances.
3/25/00	Call Center	If abort occurred during processing, a lock was being left on the job being updated.
3/25/00	Receivables Manager	Was not releasing lock the billing account lock after posting a cash receipt.
3/25/00	Agreement	Keep track of the number visits canceled on the agreement, so that the number of remaining visits reflects both completed and canceled visits.
3/25/00	User setup	Was showing an incorrect user group for the displayed user when the form is first shown.
3/25/00	Check alignment	In the check alignment form, there is now validation that does not allow the check region to be moved to a position lower than what can print on the check form.
3/25/00	Call Center	Assignments less than a 15 minutes were not showing up in the vertical employee view.
3/25/00	Timecard	NTC entries would get overlapped up when posting both dispatch and onsite entries from call progress, and there was an existing onsite entry for another call after the current call being updated. Changing the status on miscellaneous entries was creating multiple miscellaneous assignments in the Call Center.
3/24/00	A/R Invoice	Use the customer's payment terms to calculate the invoice due Date.
3/23/00	Call Center	After performing an operation on a call, such as Call Progress, drag-and-drop, etc. or after the timed refresh, the last selected call was automatically un-selected. You would have to click off the call and back on it in order to reselect it. The call will now remain selected after these operations.
3/23/00	Account Register Reconciliation	Allow column title click in the items grid to sort by the column clicked (sort by check# when reconciling bank account, etc.)
3/23/00	Printed invoices & statements	Removed American Express option from the payment stub.
3/22/00	Call Center	Selecting a record in the assignments or visits grid of the Call Center would result in a 'Field not found' message. This was caused by a recent change (1.1.0.62) to add City to the Call Info panel at the bottom of the Call Center.
3/22/00	Cash Receipts	If there were two similar payment methods such as 'Cash' and 'Cashier Check', the shorter of the two codes, in this case 'Cash', could not be entered or selected.
3/22/00	Pay Bills	The message 'Nothing is selected' would display after using 'Tag all' to select invoices to pay. This was caused by a recent update (1.1.0.63) to make the 'Tag all' function faster.
3/22/00	QuickStart	Removed Reconcile Cash and Reconcile Deferrals options. There is no finalization of cash and there is not deferral module - it is part of receivables.
3/22/00	Check Remittance report	The vendor invoice numbers were not printing on Check Remittance report. Also, the net amount column was not totaling properly when there were credits taken.
3/21/00	Agreement	Sometimes would get 'Posting canceled (2)' when the customer has multiple agreements and attempting to save a 'converted' agreement after marking some visits as completed.
3/21/00	G/L Starting Balances report	Added subaccount description.

[file created 10/3/99]