SuccessWare 21®
·
New Features for Check
Printing.
· Grid Reports—you now have the ability to print a report from almost any grid.
· Time Zone Configuration—you can now configure your local time zone in Company Setup. This utility is useful for our ASP users.
· ‘Carbon Copy’ feature—The ‘copy location’ feature has been expanded upon. This is the feature where you can create a billing account as a copy of a location (name/address information) and changes to one affect the other.
· Merge/Delete utility for locations, billing accounts and vendors—If you find duplicate entries, you can delete or merge locations, billing accounts, vendors and related detail.
· Utilities and user abilities—The layout of utilities has changed. The layout now contains sub-lists for “Administrative tools” and “Maintenance tools”. In order to access utilities, you must have the “Utilities Setup” ability. In order to access administrative tools you must have the “Administrative Tasks” ability, and to access the maintenance tools you must have the “Maintenance Tasks” ability.
· Agreement schedule setup – Agreements may have visit amounts (collect per visit, maintenance value per visit) that vary by visit schedule item.
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DATE
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MODULE / FORM
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DESCRIPTION
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RELEASE 1.2.2.32 –7/03/01 |
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7/3/01 |
Sales Invoice Items report |
Added option to print ONLY those invoices that have line items OTHER THAN THE ORIGINAL INVOICE DEPARTMENT (or Multiple departments) |
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7/3/01 |
Trial Balance report |
The subreport for transactions was printing on top of the department and subaccount subreports. |
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7/3/01 |
Call Taking |
SQL Server only: Call posting would fail when the lead source reference field was entered. |
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7/2/01 |
Job Summary report |
SQL Server only: Fixed error when grouping by Lead Source. |
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RELEASE 1.2.2.31 –7/01/01 |
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6/29/01 |
Account register |
Force the default sort order (date) when opening the reconcile view. |
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6/28/01 |
Callbacks report |
Total sale and total cost in the group totals were not calculating. |
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6/28/01 |
Work Order summary report |
Added primary tech column. |
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6/28/01 |
Merge/Delete: Location, Billing Account, Vendor |
SQL Server only: Deletes were not working due to 'SQL error'. |
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6/28/01 |
Merge/Delete: Location |
Deleting a location would leave unattached warranty records in the database. |
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6/28/01 |
Payroll Posting |
Added more specific G/L messages when posting fails due to a debits/credits not balancing. |
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6/27/01 |
Job Form |
New job save would fail with 'Cannot insert value NULL ...' when running with SQL Server. |
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6/27/01 |
Call Taking |
In phone call review, when listing many phone calls, the error 'invalid blob handle...' would occur when scrolling |
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RELEASE 1.2.2.30 – 6/26/01 |
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6/25/01 |
Location Detail, |
When setting carbon copy accounts/locations, the carbon copy status for other locations/accounts was not always being cleared. |
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6/25/2001 |
Timecard report |
If total hours for the report was greater than 1000, you would get 'Invalid floating point' error. |
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6/21/2001 |
Agreement |
The form now opens with the customer's most recent agreement (based on agreement start date) at the top of the list of agreements, so that the current agreement is focused when the form is first opened. |
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6/21/2001 |
A/R Invoice reports |
Made sure all of the sales analysis reports had filtering, grouping, and sorting on both job lead source and location lead source. |
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6/20/2001 |
Marketing |
Labels from marketing were leaving a blank line when there was a company name, but no first/last name. |
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6/19/2001 |
G/L Transactions report |
The Subaccount lookup was not properly using the account number entered to filter for subaccounts. |
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6/19/2001 |
A/R Aging report |
Added an option 'Deposits Only' so that the balance of unallocated customer deposits can be determined for any selected date. |
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6/18/01 |
A/R Invoice Cost |
When unverifying parts cost on A/R Invoice Detail, tags were being created without an average value. This would cause the detail cost to be zero if re-verified, or parts to be returned to inventory at a zero cost. |
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6/16/01 |
Sales Invoice Report |
Added Lead Source Filter. |
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6/15/01 |
A/R Invoice |
Credit card info was showing up on second page of printed invoice for invoices that required more than one page. |
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RELEASE 1.2.2.29 – 6/13/01 |
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6/12/01 |
AR Invoice |
The space on the printed invoice for credit card number has been expanded. |
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6/12/01 |
Phonecall Report |
The group subtotals were incorrect. |
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6/11/01 |
Agreement/Visits Due Report |
When creating marketing list from Agreement/Visits Due, an error "qrySubSub... not open" would occur. |
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6/11/01 |
Job/Call/Assignments Report |
The Assignments report wasn't sorting by Scheduled Time correctly. |
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RELEASE 1.2.2.28 – 6/08/01 |
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6/8/01 |
Check Register Reconciliation |
With version 1.2.2.27, the grid had stopped sorting when clicking on column titles. |
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6/8/01 |
Check Register Transaction Review |
Added the ability to sort grid by clicking on the column title. |
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6/7/01 |
Call Center |
Added "Zones" to the call center filters. Added location last name and company name to the visit manager grid. |
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6/7/01 |
User Abilities |
New Customer Service ability: "Call Center Filters". If a user does not have this ability, they will not be able to modify the call center filters. The update will initially set all user groups to have this ability. |
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RELEASE 1.2.2.27 – 6/07/01 |
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6/7/01 |
Call Center |
Sorting on "Zone" was resulting in an error in the call grid and visit grid. |
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6/7/01 |
Check Register |
Speed has been improved for calculating balances and clearing items when reconciling (clear all/unclear all). |
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RELEASE 1.2.2.26 – 6/06/01 |
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6/6/01 |
Payables Manager |
Filters for the unposted invoice view did not always work |
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6/6/01 |
Receipt/Vendor Invoice |
When selecting a PO, if there is any current outstanding activiting existing for the selected PO, you will be notified. This notification will help to prevent duplicate entry of PO related receipts/invoices. |
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6/6/01 |
Sales Analysis report |
Under certain circumstances you would get 'Invalid floating point operation'. |
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6/6/01 |
Warehouse Stock Item Report |
Added two options: "Stocked items only", "Instock items only". |
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6/6/01 |
Pricebook |
It is possible for a situation to arise where it is not possible to manually add price levels to tasks. Reseting keys will now take care of this problem if it should arise. |
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6/5/01 |
Agreement Manager |
Added Completed Billing Count to the billings due view, in order to give an indication of which are new agreements (completed bilings = 0). |
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6/5/01 |
G/L Transaction report |
Added filter, group by, and sort by Transaction ID. |
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6/5/01 |
Check Register report |
Added G/L Transaction ID to the report. |
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6/5/01 |
Company Setup |
It was possible to set up a type into the timezone field no matter what the PC operating system. It is only available for Windows NT workstations, and the popup editor must be used. |
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6/5/01 |
Call Reports |
Added filters for HappyCheck (yes/no) and Group and Sort by HappyCheck and HappyCheckBy. |
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6/5/01 |
Job Summary, Job Manger |
Added info for Happy Checks in Job Summary form: - HappyCheckOK (means you did it) - By (who did it) - Note (255 char) Added fields to Job Manager Grid. |
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6/5/01 |
Invoice, Invoice Manager |
Added Option for opening Job Summary |
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6/5/01 |
Agreements |
Modified the message dialog displayed when committing a converted agreement to include the next visit month/year, and also the next billing date for periodic billed agreements. |
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6/5/01 |
Purchasing Reports |
Receipt/Invoice Integrity Report: This report will try to instances where receipts were entered and then a duplicate invoice was entered. |
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6/4/01 |
Call Center |
Improved the refresh speed (this includes the Job Manager Grid) |
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6/2/01 |
Purchase Order Status report |
Canceled PO's were always showing in the report. Added an option to include canceled PO's, and a column that identifies canceled PO's. |
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6/2/01 |
Timecard report |
The summary of hours by status was calculating incorrectly with scrolling backwards during report preview. Added summary of hours by status to the final report period totals Added a summary of hours by percent of total in group and report summaries. |
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6/2/01 |
Callbacks report |
Added job instructions to original job info, workdone notes to callback job info. |
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RELEASE 1.2.2.24 – 6/01/01 |
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5/31/01 |
Payables Manager |
Occasional Access Violation Error when clearing Filters. |
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5/30/01 |
Item Group Detail |
DOWN ARROW at the Pricing Tier field was not activating the pricing tiers code lookup. |
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5/30/01 |
Pricebook reports |
Added option for printing 'tiered' pricebook (PSI or AirTime only). |
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5/29/01 |
Pricebook report (standard) |
If a task had a long description causing it to wrap to a new line, it would overlap any notes entered for the task. |
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RELEASE 1.2.2.23 – 5/29/01 |
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5/25/01 |
Check Print/Alignment Setup |
Added two new features "Use default printer setup" and "Use printer dialog". |
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5/24/01 |
Grid Reports |
Specially formatted fields such as Job Progress, Agreement Term, Yes/No fields ('X'), etc., now print the same as they display in the grid. |
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5/24/01 |
A/R Invoice, A/P Invoice |
It was possible to post an invoice twice when an invoice was open on one session/workstation, clearing the lock on that invoice in the lock manager, opening the invoice and posting from another session/workstation, then returning to the original session/workstation and posting. Now the second attempt to post will fail when validation of its lock fails. |
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5/24/01 |
Visits Due by Month report |
Grouping by Zone would result in "Field 'Zone' not found" error. |
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5/22/01 |
Sales Analysis report |
Added primary tech filter and the ability to group totals by primary tech. |
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5/22/01 |
Customer Opportunities Report |
Added customer email address. |
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5/22/01 |
Pay Bills |
The speed of selecting items to pay has been improved. |
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RELEASE 1.2.2.22 – 5/22/01 |
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5/21/01 |
Warehouse Stock List report |
The report was including items on canceled PO's in the On Order quantity. |
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5/21/01 |
Pricebook |
Allow a task group to be changed to a different task category. Allow a task item to be dragged to a group in a different task category. |
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5/21/01 |
Location |
Since version 1.2.2.21, when saving changes to a location, a message 'An error occurred while posting' would display. This was a bogus message - all updates were being made properly. |
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5/18/01 |
Account Register Reconciliation |
Voided items are now displayed with a red line through them. Added comment column to grid. |
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RELEASE 1.2.2.21 – 5/16/01 |
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5/15/01 |
Agreement Manager |
Widened the credit card number column so that the number would not get cut off when printed. The utility that inspects all agreements and creates any missing visits was skipping over and therefore not correcting perpetual agreements. |
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5/14/01 |
Billing Account Detail, AR Starting Balances |
When using CTRL+C to create a carbon copy location for a billing account, the following error would occur 'Field EmailAddress not found'. |
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5/14/01 |
A/R Invoice |
Occasionally received message 'error occurred while posting invoice, try again later.' when importing time card labor. The invoice cost form allowed labor import when no line items had been entered on invoice. |
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RELEASE 1.2.2.20 – 5/11/01 |
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5/11/01 |
Customer Opportunities report |
Trying to use the marketing option would fail with Access Violation error. |
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5/11/01 |
CallTaking |
When navigating to the call center from a posted call in call taking, the call center would put the call in reschedule/browse mode. |
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5/10/2001 |
Sales Invoices, Sales Invoice Items reports |
These reports were excluding non-job invoices, such as agreement periodic billings. |
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5/10/2001 |
Item List Report |
- added option for 'AS Task' Format - allows Parts as Task or Misc as Task items |
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5/10/2001 |
Location |
Fixed error when adding a location and using SQL Server. |
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5/10/2001 |
Pricebook report |
Fixed possible access violation error when printing the pricebook. |
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5/10/2001 |
Accounts Payable |
If a vendor invoice with an applied payment was posted and the vendor had any invoices selected for payment, the payment for the invoice would allocate to all of the selected invoices, not just the invoice that it was posted with. |
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RELEASE 1.2.2.19 – 5/10/01 |
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5/10/01 |
Printed Purchase Order |
Increased font size from 9 to 10 on line items to make it easier to read when PO's are printed, then faxed to the vendor. |
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5/8/01 |
Agreement |
When an agreement is uncommitted or the invoice that activated the agreement is adjusted, the Next Billing Date is reset to the agreement Bill Start Date. Also, while the agreement is not active, the Next Bill Date can be modified, in case it needs to be corrected. |
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RELEASE 1.2.2.18 – 5/7/01 |
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5/7/01 |
Agreement |
Allow editing of payment method for active agreements. |
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5/5/01 |
G/L Setup |
Added an option to the Year / Period page that can be used to force report recompilation for the selected period. The period must be open in order to use this option. |
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5/5/01 |
Item Group |
The sale type and expense type now defaults from the category for new item groups. |
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5/5/01 |
Employee Setup |
You could begin editing the training information without putting the employee into edit mode. Trying to save would result in the message 'Record lock is invalid'. Now you must place the employee into edit mode prior to editing the training info. |
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5/5/01 |
Quick Start |
Some companies would get an application exception trying to set the password requirements or finance charge settings in quick start. |
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5/5/01 |
Purchase Order, Vendor Invoice, A/R Invoice |
For new line item entries, the Add Tax column will default to the same value as the previous entry. |
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5/5/01 |
Customer History |
The grid report was not functioning for Marketing Lists and Opportunities. |
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5/5/01 |
Call Taking Review, Warehouse Tag Manager |
Added the column selection popup form for the grid report. |
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5/5/01 |
Payables Manager |
The grid report from this manager was incorrectly titled 'Agreement Manager Report'. |
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RELEASE 1.2.2.17 – 5/4/01 |
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5/4/01 |
Invoice List Report |
Added options for filtering by Job End Date and added Job End Date to Group By and Sort By fields. |
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5/3/01 |
Customer History |
The grid information for archived history was not refreshing properly when scrolling more than a page of information. Occasionally the error 'Invalid BLOB handle' would display when scrolling archived history. |
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RELEASE 1.2.2.16 – 5/2/01 |
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5/2/01 |
Journal Entries |
Will now allow entries with zero amounts. This can be useful for setting up recurring entries. |
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5/2/01 |
Check printing |
Added an option for specifying the number of copies required when printing checks. Each check will print back to back when this option is used. |
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5/2/01 |
Agreement |
Since version 1.2.2.13, the program would lock up when trying to edit/save agreements with multiple visit types. |
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RELEASE 1.2.2.15 – 5/2/01 |
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5/2/01 |
Visits Due report |
The report was not printing the visit notes for many of the visits printed. |
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5/2/01 |
Location |
When a billing 'carbon copy' account was disconnected, the location form would still issue the message 'The billing account linked to this location has been updated' even though the update was not occurring. |
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5/2/01 |
Call Taking |
Now sets a new billing account as 'carbon copy' account when 'Bill to service location' is selected. |
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RELEASE 1.2.2.14 – 5/1/01 |
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4/30/01 |
A/R and A/P Aging reports |
Since version 1.2.2.10, if no thru date was entered, items were not properly showing that they were allocated. |
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4/30/01 |
Renewal Notice |
Billing address was printing too far to the left for windowed envelopes. |
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4/27/01 |
A/P Receipt/Invoice |
If a stock item was deleted after the receipt was posted, but before the vendor invoice was posted, an Access Violation error would occur. Now the program will list which line items are missing stock items, so they can be re-added, and the invoice re-posted. |
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RELEASE 1.2.2.13 – 4/27/01 |
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4/27/01 |
Visits Due report |
The visit notes section will now expand to include all notes entered in the agreement. |
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4/27/01 |
Visits form (Agreement) |
Since version 1.2.2.11, when scrolling through individual visits, the notes were not displaying properly based on the visit selected. |
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4/27/01 |
Agreement |
Since version 1.2.2.11, sometimes while editing an agreement, the visit notes would become disabled and nothing could be typed in. |
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RELEASE 1.2.2.12 – 4/23/01 |
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4/23/01 |
Invoice Manager |
Since version 1.2.2.6, invoices for jobs that did not have a department assigned would not show up in the invoice manager. |
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4/21/01 |
Agreement |
The agreement now adjusts the visit revenue credit for the last visit in order to correct for rounding errors, and to make sure the deferred revenue account does not get overdrawn. The 'Use Defer' checkbox is now disabled for perpetual, charge-per-visit agreements. Previously, it was enabled, but a deferred deposit amount could not be entered. |
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4/20/01 |
Pricebook report (standard) |
The Task Notes text was not wrapping properly. |
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4/20/01 |
Service Location History report |
Added an option to turn of shading - shading takes an excessively long time on certain printers (dot-matrix). |
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4/20/01 |
Company Setup |
Added option for setting whether credit cards are accepted, and which cards. This is used to format the remittance portion of invoices and statements. |
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RELEASE 1.2.2.11 – 4/19/01 |
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4/19/01 |
Billing Customer List report |
Added filter, group by and sort by options for Payment Terms. |
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4/18/01 |
Visits Due by Month report |
Creating a marketing list would fail with the error
'qrySubSub: field AR_BillingCustomerID not found'. |
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4/18/01 |
AP Aging, AR Aging, Open AP, Open AR reports |
If no thru date is entered, then use current date for
aging open items. |
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4/18/01 |
Invoice Reports |
Added option to print Customer Info Name, Company,
Address (Billing Acct and Location). |
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4/18/01 |
Invoice/Agreement |
Since version 1.2.2.8, it was no longer possible to invoice multiple visits on a single invoice. This has been corrected. |
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4/18/01 |
Customer |
The agreement indicator was not always properly indicating whether the customer had an agreement. The indicator also no longer shows active perpetual agreements in red. The color now has the following meanings: Green means there is a current active agreement. Yellow means there is an expired agreement that has either open visits or a renewal in process. Red means the customer's agreement is expired or has been terminated. |
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4/18/01 |
Agreement |
Added the ability to edit the equipment list and visit notes on active agreements. (In the equipment list box, right click for the popup menu. In the notes field, right click for the popup menu, use CTRL+E to edit, CTRL+P to post.) |
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4/17/01 |
Billing
Customer List report |
Added Payment Method and Payment Terms to the filters, and group and sort by fields. |
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4/17/01 |
Work Order report |
Added all Notes to Summary Report - Instructions, Work Done, and Work Suggested. Previously it was only including Work Done. Added Equipment Location to Equipment section. Added flags for renewal, canceled, perpetual to Agreement Section. |
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4/16/01 |
Marketing |
Added e-mail address to everything, including pruning of lists. |
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4/16/01 |
Location |
Carbon Copy wasn't including email address when copying information to the billing account. |
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4/16/01 |
A/P Transaction report |
Added Vendor No filter. |
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4/16/01 |
Location History report |
Expanded Agreement options (Active, Inactive, None) Changed Completed and Canceled options to Completed Only and Canceled Only |
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4/13/01 |
Customer History |
Enabled the Opportunities grid. Enabled and corrected the Marketing grid. Added ‘splitter’ between the Marketing and Opportunities grids. |
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4/13/01 |
Customer Opportunities report |
Added Marketing and Print to File options. Added group and sort options. Added ‘Notified’ selection criteria. |
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4/11/01 |
Location Service History report |
Changed options regarding agreements to allow selecting ‘No Agreement’, ‘Expired Agreements’, or ‘Active Agreements’, as of the current date. |
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4/10/01 |
Call Taking |
Occasionally when posting (or aborting) a call that had been placed on hold, posting would fail with the following message: 'Post phonecall failed' (or 'Abort phonecall failed). |
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RELEASE 1.2.2.10 – 4/10/01 |
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4/9/01 |
Location History
report |
The filter conditions were not working properly with the ‘%’ wildcard. |
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4/6/01 |
Printed Work Order |
Corrected Balance Due field in the Service History section of the report. |
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4/6/01 |
A/R Invoice Payment
Review |
Added Current Balance field. |
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4/6/01 |
Open Jobs reference
lookup |
Added location last name to lookup (for Purchase Order). |
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4/6/01 |
Printed Purchase
Order |
Added Customer name and address. |
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4/6/01 |
Sales Invoice,
Sales Invoice Items reports |
Added option to Group and Sort by Location Lead Source and Job Lead Source. |
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4/6/01 |
Assignment Report |
Added a field on the report to show whether the call is canceled, or not. |
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4/6/01 |
GL Setup |
When changing the default account from accounts that are automatically zeroed out at the beginning of a new year, the account was still showing a balance and would not allow you to change the default. Now the system will calculate the account balance based upon the current year’s beginning balance in order to reflect the account’s current balance properly. |
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4/6/01 |
Management Comparison Report |
Job counts were based upon the job’s "closed date" being in the date range specified. This has been changed to use the jobs "end date", which is the real end date of the job. Notice that jobs must be closed in order to be included on the management comparison report. |
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4/5/01 |
Item Descriptions |
Item setup in the pricebook allowed a 100 character item description. Several places in the software, including purchase orders, A/P invoices, and A/R invoices, the description would get truncated to a shorter length, sometimes losing key information. This has bee corrected. |
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4/5/01 |
A/R Aging and Open
Receivables, A/P Aging and Open Payables reports |
Now prints all dates when thru date is not entered, instead of just through today’s date. |
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4/5/01 |
Equipment
Comparison report |
Report was overlapping fields in the subtotals. |
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4/5/01 |
AR Invoice Part Import/Reconciliation |
Warehouse tags do not have departments. Importing onto invoice cost detail would result in the message “departments don't match”. Now the system will track Warehouse tags imported separately from non-warehouse tags and automatically adjust the department for warehouse tags imported onto the invoice. |
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4/5/01 |
Agreement |
After you terminated an agreement, Agreement Status showed the termination comment, but when you closed the form and went back in, the comment was empty. The comment is now updated correctly. |
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4/5/01 |
Payables/Purchase Orders |
Item search was showing labor items. |
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4/5/01 |
Check Register
report |
Report can now be run for any register account, including cash box accounts There is a selection for which Item Type and Transaction Type to print, and whether to include Cleared, Uncleared, or All items. Added Group By and Sort By options. |
|
||||
|
4/5/01 |
Pricebook Report, Task Form |
Added option for entering Task Notes. (Prints on the Standard Pricebook report only.) |
|
||||
|
RELEASE 1.2.2.9 – 4/03/01 |
||||||
|
4/03/01 |
Customer History |
The agreement grid column indicating active agreements was not being checked for active agreements. |
|
||||
|
3/31/01 |
Pricebook –
Task Detail |
Since version 1.2.2.6, when trying to enter a new task, or open a task that had Our Price = $0.00, the error 'Invalid floating point operation' or ‘Fatal Exception’ would occur. |
|
||||
|
RELEASE 1.2.2.8 – 3/30/01 |
||||||
|
3/29/01 |
Item Group
Detail Printed
Pricebook (Standard only) |
Added a field for entering Group Notes - Prints on Standard Flat Rate Report only. |
|
||||
|
3/29/01 |
A/R Invoice |
Changed order of fields in grid – Task (Item No) now comes before Quantity. Cursor will bypass Qty field for Flat Rate Items that do not allow for multiples. |
|
||||
|
3/28/01 |
Customer |
The agreement indicator now stays lit if an agreement passes its end date, but still has visits remaining. Once all of the visits are completed or canceled, the indicator will go out. |
|
||||
|
3/28/01 |
A/R Invoice |
Enabled option to add/change Sales Person. |
|
||||
|
3/28/01 |
Call Taking |
Added field to enter Customer PO#. Added Fields for EQ Type (info) and EQ age. These fields are available in the "Directions and EQ" Menu option (Ctrl+D) |
|
||||
|
3/28/01 |
Job Manager |
Some of the shortcut keys were conflicting. |
|
||||
|
3/28/01 |
Check Register
Transaction Review |
Added a transaction ID column to the grid and the Register Item Review. |
|
||||
|
3/28/01 |
Bank Deposit |
Added a comment field on the form for a custom comment instead of having the program hardcode a comment. |
|
||||
|
3/28/01 |
Bank Deposit
report |
Added transaction # and comment to the header, customer number to the detail. |
|
||||
|
3/28/01 |
Agreement
Manager |
When posting periodic invoice the progress message would show, then clear, the invoice number so fast you couldn't read it. |
|
||||
|
3/28/01 |
QuickStart |
When configuring the password options for a new company in QuickStart, the user would get an application exception. |
|
||||
|
RELEASE 1.2.2.7 – 3/27/01 |
||||||
|
3/27/01 |
Utilities |
When attempting to merge/delete vendors, the following error would occur: "Table does not exist, cannot find the input table or query 'VendorPart' ". |
|
||||
|
RELEASE 1.2.2.6 – 3/26/01 |
||||||
|
3/26/01 |
Printed Invoice |
PO# field was too small. |
|
||||
|
3/24/01 |
Calls, Callbacks, Jobs Taken/Booked reports |
Added LocationID and Zip to group by and sort by fields. |
|
||||
|
3/24/01 |
Location
History report |
New report with export to text file option. |
|
||||
|
3/24/01 |
Sales Invoices, Sales Analysis, Job Summary Analysis reports |
Added option to include / exclude no charge calls (for average ticket purposes). |
|
||||
|
3/24/01 |
Call Taking / Scheduling |
Right clicking and dragging the mouse when scheduling has been disabled. Left clicking the mouse was behaving differently then when using the keyboard. They now behave the same. |
|
||||
|
3/23/01 |
G/L Reset
utility |
When the G/L Reset utility was used the new activation dates were not in effect until after logging out of SuccessWare and back in. |
|
||||
|
3/23/01 |
Inventory
Labels |
Added Description and Max Quantity. |
|
||||
|
3/23/01 |
Edit Task |
Standard Price page now displays % of sale price for part, labor, misc, and total cost. |
|
||||
|
3/23/01 |
Snapshot |
Was not displaying the correct number of Callback jobs. |
|
||||
|
3/23/01 |
Visits Due by
Month report Billings Due by
Month report |
Added the marketing list option to these reports. |
|
||||
|
3/22/01 |
Printed Invoice
& Statement |
Long names would cause wrapping in the name/address section of the printed invoice and statement. The space for this section has been expanded in order to minimize this occurrence. It is also recommended that proper case (upper and lower) be used when keying in name/address. This will also minimize wrapping of this text. |
|
||||
|
3/22/01 |
Exported
Marketing list |
Added a header record for the field names in the list. |
|
||||
|
3/21/01 |
Printed Invoice |
Added printing of the tax code. |
|
||||
|
3/21/01 |
Invoice Manager |
Added a ‘No department’ filter to the form that will give you all invoices except the department entered. |
|
||||
|
3/21/01 |
Job Manager |
Added a department filter to the form. |
|
||||
|
3/20/01 |
Visits Due by
Month report |
Added visit value, collect amount, and credit amount to subtotals and totals. Added a selection for uninvoiced visits only. |
|
||||
|
3/1701 |
A/R
Transactions report |
Added selection criteria for billing account number. |
|
||||
|
3/17/01 |
User Groups
(abilities) |
Due to a change in user abilities, users must be reconfigured for the 'Maintenance tasks' ability. |
|
||||
|
3/17/01 |
Call Taking |
Added Department field to service page. |
|
||||
|
3/17/01 |
Alpha Paging |
Changed Call Priority to PriorityCall, Added PriorityCust (from location) and added Call Status and Job Status. |
|
||||
|
3/16/01 |
Grid report |
When using the print (report) option from a grid, you now have the option to select the fields to include in the report. |
|
||||
|
3/16/01 |
Agreement Manager, Invoice Manager, Receivables Manager, Job Manager |
Add the ability to create a marketing list from information in the grid. |
|
||||
|
3/16/01 |
Account Register Transaction Review, Account Register Reconciliation, PO Manager, Payables Manager, Pricebook, Inventory Manager, G/L Transaction Review, Customer History, Agreement Manager, Invoice Manager, Receivables Manager, Job Manager |
Add the ability to print a report from information in the grid. |
|
||||
|
3/15/01 |
Pricebook |
Columns could not be moved or resized in the items grid. |
|
||||
|
3/14/01 |
Timezone |
Timezones were not
available within the timezone configuration in Company Setup on the ASP. This is working now. |
|
||||
|
3/13/01 |
Sales Invoice
Items report |
Report was not including all pay bases recorded on invoice line items (it was only showing pay base from the first line item from invoice). |
|
||||
|
3/12/01 |
Company Setup |
Made
'Preprinted forms?' options invisible - they do not do anything. |
|
||||
|
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. |
||||
|
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 |
ICJobTagManager |
IC Transactions were posting with the current date. You can not specify the transaction date (defaults to InvoiceDate) |
|
||||
|
3/6/01 |
Pricebook Reports |
Price Book Job Breakdown report would not run unless the user was activated as PSI. Modified this to allow all users to run the report. |
|
||||
|
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 1.2.2.5 – 3/5/01 |
||||||
|
3/5/01 |
Utilities |
Added a utility that updates location tax codes based on tax codes assigned to zip codes in the zip code reference book. |
||||
|
3/2/01 |
Company Setup |
When editing company setup, changing 'post sales tax to
liability' and/or 'TimeZone' wasn't saving changes. |
||||
|
RELEASE 1.2.2.4 – 2/28/01 |
||||||
|
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. |
||||
|
2/28/01 |
Utilities |
Since version 1.2.1.27, the Compact Databases option was not working from the utilities menu. |
||||
|
2/27/01 |
Agreement |
Make Renewal was not copying the visit memos from the old agreement. The memos could not be re-entered on the renewal, either. Make Renewal was not copying the customized visit values
(collect per visit, maint value per visit) from the old agreement's visit
schedule. |
||||
|
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. |
||||
|
2/26/01 |
Agreement |
Disable the Adjust Reserve action after the agreement is terminated. When charging service to an agreement and overcharging the reserve balance, the excess warranty charges G/l account was being used instead of the excess agreement charges account. |
||||
|
2/26/01 |
Agreement Additional Info |
Reorganized the service billing / reserve section of the form. |
||||
|
2/26/01 |
A/R Invoice |
If the 'As Task' option was used in the item search form when entering a task line item, you might get the messsage 'Some cost detail could not be imported', then 'Invalid item or item has invalid expense type' when mapping in detail from the task. |
||||
|
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 |
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 |
Call Assignment |
Now reports conflict if employee being assigned is not the
preferred employee for the job (location). |
||||
|
2/24/01 |
A/R Invoice |
Now imports cost detail when invoicing agreement visits
with tasks attached. |
||||
|
2/24/01 |
Company 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 |
Vendor Detail |
Removed an unused menu option 'Copy address to remit to address'. |
||||
|
2/22/01 |
Trial Balance report |
Enabled the export to text file option when printing. |
||||
|
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. |
||||
|
2/22/01 |
Parts List report |
Beginning of the item number column was cut off on some printers. |
||||
|
2/22/01 |
Utilities |
Created a standalone database compact utility, SWCompact.exe, that can be run without logging into SuccessWare. This is useful if the database is corrupt to the point where a database connection can not be made, but the database is still repairable by compacting. |
||||
|
2/22/01 |
Open Receivables report |
Added billing account notes. |
||||
|
RELEASE 1.2.2.3 – 2/21/01 |
||||||
|
2/21/01 |
Agreement |
When flagging completed visits for converted agreements, the wrong amounts were sometimes being used for the maintenance used amounts and the deferred revenue recognized amounts. |
||||
|
2/19/01 |
Comm Center |
The program now creates an Event Log entry when an e-mail connection or send error occurs in order to help diagnose e-mail paging problems. |
||||
|
2/17/01 |
General |
Added a warning at startup if the client installation components are not current. |
||||
|
2/17/01 |
Open Payables and Open Receivables reports |
Show zero Days Overdue for items with a zero balance (when zero balance items are included in the report). |
||||
|
2/17/01 |
Accounts Payable |
Prevent reversing a payment that had been included as an item in another payment. This maintains the integrity of the other payment and its check stub. In addition, the reversal would cause the other payment to end up with a positive balance, which the system would not allow to be allocated to other credits. |
||||
|
2/16/01 |
Pricebook reports |
Some of the pricebook reports were cutting of information at the bottom of the page on some printers (ink jet printers). |
||||
|
2/16/01 |
Timecard Entry |
When you first open Modify Timecard, the data entry fields at the top of the screen were blank, instead of being pre-filled with information from the first entry for the day. If you did not press INSERT before making a new entry, when you tried to save your entry, you would get 'Error: could not update assignment', then 'Error updating links'. The data entry fields are now pre-filled, and it is apparent that INSERT must be used for a new entry. |
||||
|
2/16/01 |
A/R Adjustment |
Modified the caption for 'Refund' to read 'Credit for refund' to better indicate its function. |
||||
|
2/16/01 |
Printed Purchase Order |
Long item numbers would overlap the item description. |
||||
|
2/16/01 |
Printed Work Order |
Since version 1.2.1.23, the service history section of the work order was no longer in reverse date order. This is corrected. |
||||
|
2/15/01 |
Utilities |
Would get an
access violation when closing the Utilities menu, after using either the
Event Log or Free Scripts editor. |
||||
|
2/15/01 |
Job Summary Analysis report |
When using the
recently added group by fields added in version 1.2.2.2, the expanded detail
option would show all jobs within each group, instead of just the jobs for
that group. |
||||
|
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 Deferral Analysis and Reserve Analysis reports |
Added Summary option, which shows group and report totals only and suppresses the detail. |
||||
|
2/12/01 |
Marketing List Export |
Marketing lists are now exported to the root data folder above the SuccessWare Data folder. |
||||
|
2/10/01 |
Warehouse Stock List report |
Added an option to print labels for warehouse stock items. |
||||
|
2/10/01 |
Assignments report |
Added scheduled time to the available sort by and group by fields. |
||||
|
2/10/01 |
Printed Work Order |
Added visit notes. Added grouping by job number to the service history part of the printed work order - eliminates duplication of work suggested and work done comments. Added an option for notes in the summary report. |
||||
|
2/10/01 |
Pricebook: Product Calculator |
Added sort by options for printing the parts index. |
||||
|
2/10/01 |
Printed Invoice |
Added customer PO#. |
||||
|
2/10/01 |
Billing Customer List report |
Added rating to the fields available for filtering. |
||||
|
2/9/01 |
Pricebook |
The task form now automatically calculates the initial price when new item is first created. The group property form, 'new group' button was not always
working properly. |
||||
|
2/8/01 |
Printed Check |
If the 2nd stub was not being used and the stub was
aligned in the center portion of the paper and was placed too low on the page
(3.8 inches from the top or greater), it would instead print at the top of
the page on top of the check. |
||||
|
RELEASE 1.2.2.2 – 2/8/01 |
||||||
|
2/8/01 |
Alpha Paging |
Added an item (Visit Type/Price/Memo)
that can be selected that will include agreement visit memos with the visit
type and price. If this item is selected,
remove the selection of Visit Type/Price in order to avoid duplication of
information. |
||||
|
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. |
||||
|
2/7/01 |
A/R Invoice |
Added a popup (CTRL+S) that allows the task standard hours to be revised for a line item. The 'revised' standard hours is compared against the employee’s actual time in the sales invoice items report. |
||||
|
2/7/01 |
Sales Invoice Items report |
Added 'revised' standard hours column. Added call taker to group by / sort by lists. |
||||
|
2/7/01 |
Sales Invoice report |
Added call taker to group by / sort by lists. |
||||
|
2/7/01 |
Job Summary Analysis report |
Added several location fields and lead source to group by / sort by lists. |
||||
|
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. |
||||
|
2/6/01 |
Warehouse Stock List report |
The report was not reflecting quantities currently on order. |
||||
|
2/3/01 |
Marketing |
The city, state, and zip fields on mailing labels were spread out across the label, and on some printers the third column would have the zip code truncated. |
||||
|
2/2/01 |
Inventory |
The system was allowing you to post canceled requisitions,
returns, transfers and adjustments. |
||||
|
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 |
A/R Invoice |
When entering a line item on the invoice, if the item search was used, and searched by any column other than Item Number, a message box would display and the parts/labor/misc items would not transfer into the detail. |
||||
|
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 |
Paging |
If Visit Type/Price info was included in the pager message, all visits were listed instead of just the visits assigned to the call being paged. |
||||
|
1/30/01 |
Item Detail (Parts) |
Saving changes when editing a part item would lock up if the ‘Agreement Visit’ task item group was deleted by the user. |
||||
|
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. |
||||
|
RELEASE 1.2.2.1 – 1/29/01 |
||||||
|
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. |
||||
|
1/25/01 |
Inventory |
Added the ability to cancel and un-cancel transfers, adjustments, requisitions, and returns. The "posted" column in the inventory manager now displays "P" for posted, "A" for adjusting, "C" for canceled. When deleting/canceling/un-canceling transfers, adjustments, requisitions, and returns, the Inventory Manager was not refreshing properly. Now it does. |
||||
|
1/24/01 |
Job Tag Manager |
When posting inventory requisitions/returns, one item number from the tag list would sometimes be used for all items on the requisition/returns created. This only occurred if posting directly after adding detail to the cost. |
||||
|
1/23/01 |
Bank Deposit report |
First page would show Page 1 of 1 regardless of how many pages there were. Items groups (Checks, Other) are no longer forced to start on a new page. |
||||
|
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 1.2.2.0 – 1/20/01 |
||||||
|
|
|
|
||||