What's New in SW21 1.3.0

SuccessWare 21^®

Version 1.3.0.x

What’s New in version 1.3.0.75

· G/L Reconciliation—A new feature has been added to both the Receivable and Payable Managers. You can access this new feature via the manager’s popup menu (only in account view for payables). The feature will compare G/L to the Source (receivables or payables) to make sure they balance. If they do not balance, a search will begin comparing month end balances starting with the previous month going back until the accounts are in balance. You can print this form and use the information to print transaction reports (G/L and Source) to find the direct cause of the descrepancy.

- In addition, a check is run comparing the sum of item balances to the sum of the balances on the accounts (vendor or billing customers). This ensures that your accounts are properly aged and the totals on the accounts are correct. If these figures are out of balance, you can re-age, recalculate account totals, or use the ‘fix item balance’ feature to correct the situation.

What’s New in version 1.3.0.67

· Agreement Anniversary report (Report Gallery / Agreements)

- This report lists agreement information and commissions due for agreements starting in or having an anniversary in a specified month and year.

- The Agreement Status screen has new fields for specifying commissions payable when the agreement starts, renews, or reaches its anniversary date. These fields can be entered when entering a new agreement, or can be modified for existing active agreements. To enter these fields for an active agreement: open the agreement, open the Agreement Status form, right click, and select Edit Commissions. Select Save when you are finished.

- These commission amounts can also be saved as part of your agreement templates. Once you have entered the commission amounts for a typical agreement, select Save as Template to save these amounts as part of the template for the current agreement's agreement type. These commission amounts will then be used as the default commission amounts for new agreements of that agreement type.

What’s New in version 1.3.0.64

· You can now modify the next billing date for an agreement in case you need to regenerate a bill for a particular date, or just want to change the day of the month that bills are generated. Open the Agreement Manager, Billings Due view. With the agreement that you want to change selected, right click, select ‘Modify next billing date’, enter the new date, and press Enter.

What’s New in version 1.3.0.62

· New Technician Productivity/Profitability Report (Management Reports)—Productivity option best used with a selected Tech and date range. Uses hours on job but user can also input all hours worked during period. Profitability figures are best used by Job #. Shows all Sales, Costs, percentage of time on job by Tech, and percentage of profit by tech time.

What’s New in version 1.3.0.61

· ClientRx—If you repeatedly experience corrupt databases and are required to compact your database to correct problems, try this utility. SuccessWare®21 now includes ClientRx, a utility that will test workstations for current database drivers, network file access and database transaction performance. This utility can be run on each workstation. ClientRx can be accessed from the Main Menu | Setup | Utilities.

What’s New in version 1.3.0.58

· Call Center—New features have been added to the call center: additional sorting, triple line dispatch indication, dispatched assignments float with the current time, scheduled “S” line.

What’s New in version 1.3.0.37

· Deposits: Other Adjustments—You can now make adjustments to cashbox reconciliations to compensate for Credit Card Fees.

What’s New in version 1.3.0.34

· Timecard Status and Pay Items—Just a reminder that you can automate pay item entry by timecard status (Since 1.3.0.15 12/29/00). Pay Dispatch different from Onsite by employee. See “Job Types, Timecard Status, & Pay Item Automation (Reference Library)” and “Pay Item Entry Automation”.

What’s New in version 1.3.0.27

· Grid Reports—you now have the ability to print a report from almost any grid.

What’s New in version 1.3.0.24

· 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.

What’s New in version 1.3.0.15

· Pricebook—Task Pricing Enhancements (‘Our Price’ Override and Tiered Pricing)

· Pay Base & Piece Rate Pay Record Pay base on A/R invoice line items and Tasks to assist in piece rate payrolls.

What’s New in version 1.3.0.0

· New Employee Fields (Sales Person, Technician, Maintain Assignments, Automatic Overtime, Employee Type, EmployeeNo)

· Overtime The timecard now allows recording and automatic calculation of daily and weekly overtime

· Payroll

· QuickBooks import/export for payroll

· Inventory/Purchasing features The system now allows recording of vendor part numbers and prices for your pricebook items

Fixes made in 1.3.0.x

DATE				MODULE / FORM			DESCRIPTION
11/20/2001		A/R Invoice Cost Entry				Previously you could not unverify non-counted parts.
11/20/01		Vendor Invoice				User can no longer leave the item grid when an item is in edit mode. This prevents the problem caused when editing a grid item, then attempting to edit the tax percentage.
11/20/2001		Call Center Verticle View				Special schedules set up for employees were not being reflected in the verticle view of the call center when switching days or refreshing. These special scheduled were only visible when the view was selected/changed.
11/20/2001		Inventory				3rd party application for managing inventory was incorrectly setting the Transaction Date to include a time factor. This was causing 3rd party inventory transactions not to show up in the Daily Review. DBUpdate 130_77 corrects the incorrect transaction dates.
11/20/2001		Employee Setup				Wage\|Payrates was allowing entry of invalid payitems.
11/19/2001		A/R Invoice Manager				Invoices create before A/R was activated for G/L, can now be voided or posted in a batch action to remove them from your Invoice Manager's 'to-be-posted' view. Just right click on the managers grid to access the menu options.
11/16/2001		Payroll Reconciliation				Previously, when adjusting reconciliations, if paychecks had been cleared on a register reconciliation, the check would not be voided even if though all G/L was voided. No, unless you adjust the register reconciliation, you will not be able to adjust the paryoll reconciliation.
11/16/2001		CheckRegister				Added feature to void payroll checks and checks with missing G/L entries for master logon only.
RELEASE 1.3.0.76– 11/15/01
11/14/2001		Grid Reports				Columns without a fieldname will no longer be selected by default.
11/14/2001		Pay Bills				Added grid reports to the item selection grid and the check queue grid.
11/13/2001		General				(SQL Server only) Fixed possible cause of some occasional system lockups.
11/9/2001		Employee Setup				If the pay items for an employee's salary splits were typed in rather than selected from the lookup, the entry was not properly validated and wages would not be calculated properly when preparing payroll.
11/9/2001		Account Register - Cash Box Reconciliation				Added a column for Payment Method to the grid. Sorting on this column facilitates making deposits to the bank account by individual credit card type.
11/9/2001		A/R Starting Balances				Starting balances were not posting the associated location ID into the receivables module. Therefore statements would not include the location address.
11/9/2001		Call Taking				Made a change that may have corrected an occasional 'Invalid blob handle' error when searching for a location of billing account in call taking.
11/9/2001		Receivables Manager, Payables Manager				Modified the message displayed when the total of account balances do not match the total of item balances. The solution includes resolving any out of balance items prior to aging accounts.
RELEASE 1.3.0.75– 11/8/01
11/8/2001		Payroll				Since version 1.3.0.69, exporting of payroll periods was not functioning properly. The same period was being exported regardless of the period that was selected.
11/8/2001		Receivable Manager, Payables Manager				The "Out-of-balance" filter is now available in the Accounts view. This will filter for accounts where the BalanceDue does not equal the sum of the Current, Over30, Over60, and Over90 balances, or the OpenItemCount>0 and BalanceDue=0, or the BalanceDue<>TotalReceivablesBalance for the account. There is a new "Reconcile" option, which examines and helps to trouble shoot G/L out-of-balance situations. The Open filter was filtering for BalanceDue>0, now it filters for OpenItemCount>0. This will ensure that accounts with a zero balance but unallocated credits show up.
11/9/2001		Calls report (Job/Call Reports)				Added the option to sort by Call Time.
11/8/2001		Inventory Stock Valuation report				Since version 1.3.0.62, BinNo was no longer printing on the report.
11/7/2001		Inventory Item Value Adjustment				When the quantity of the item being adjusted is zero, the form was displaying a bogus Unit Adjustment. Added more detail to the message displayed if the value adjustment posting fails due to a problem posting to G/L. A counted, non-valued item with a current non-zero quantity on hand could not be value adjusted. Posting would fail with 'Debits <> Credits'.
11/7/2001		A/R and A/P Invoice				If a record lock was detected when attempting to post an invoice, the program would not recover properly - the progress bar form would stay visible and the invoice would still be in edit mode.
11/7/2001		Timecard Entry				The Timecard Entry form was not hooked up to its help screen (F1).
11/7/2001		Payroll				When using salary splits for a salaried employee, the expenses were not always allocated to the correct days. All entries were being made within the correct pay period, just not on the correct days. Rounding errors were causing the total hours for the pay period to be slightly off for some salary split employees, depending on the employee’s hours per week, his normal workdays, and the percentages on the splits.
11/6/200		Vendor Invoice				When keying in the vendor number rather than accepting the default or using the vendor lookup, the cursor would skip the PO# and Invoice Date fields.
RELEASE 1.3.0.74– 11/6/01
11/6/2001		Financial reports				(SQL Server only) Report compilation would fail with 'Illegal operation' error.
11/5/2001		A/R Aging Accounts & 'Open' filter				Accounts with zero balance were not included in the 'open' filter even if the open count>0. This would cause certain accounts to be skipped during aging.
11/5/2001		Inventory Parts				Previously there was no way to edit 'average cost' for non-counted parts. Now, when editing parts in the item detail form, changes to standard cost will affect average cost keeping them equal. Also, after updating cost ('Pricebook \| Pricing \| Adjust parts cost'), the average cost of all non-counted parts is set to equal the standard cost of the part.
11/3/2001		Payroll				It was possible for the posting of a payroll period to fail with the message "Debits/Credits are not equal.". This was due to rounding issues with miscellaneous wages.
11/1/2001		Date Picker popup				When clicking the left and right buttons on the DatePicker Calendar (i.e., in the call center), if you clicked to quickly, the calendar would close and the date would be selected. The top of the calendar no longer responds to a double click.
11/1/2001		Reference Books				Previously, the reference books allowed you to delete system use items (i.e., Dispatched and Onsite Timecard Statuses).
RELEASE 1.3.0.73– 10/31/01
10/30/2001		Agreement reports				Added sort/group by preferred tech.
10/30/2001		Cash Receipts				Since version 1.3.0.69, posting a cash receipt with an auto-allocated adjustment would fail with the message 'Last update was not properly applied to the database. Log off SuccessWare, log back in, and try again'. Logging off would not correct the problem, however.
10/30/2001		QuickStart - A/R and A/P Opening Balances				Since version 1.3.0.69, posting an opening balance invoice with an applied payment would fail with the message 'Last update was not properly applied to the database. Log off SuccessWare, log back in, and try again'. Logging off would not correct the problem, however.
RELEASE 1.3.0.72– 10/30/01
10/29/2001		Bank Deposit				When making a bank deposit and entering an 'other adjustment', if the adjustment code was typed in instead of selected from the drop down, posting of the deposit would fail with 'Invalid account'.
10/29/2001		Receivables				After posting a new receivable entry, the customer's balance due would not reflect any open finance charges. Aging of the account resulted in the correct open balance.
10/27/01		Customer History Form				Added sorting in the archived history grid.
10/27/01		Service Location Report				Changed the No History option to also look at archived history.
10/26/2001		Technician Productivity report				(SQL Server only) The report would not run - it would fail with 'Field not found' error.
10/26/2001		Payables				If you had selected invoices for payment in Pay Bills, then posted another vendor invoice, any items selected for payment the vendor would be cleared and would have to be reselected. The selections are no longer cleared unless the vendor invoice being posted has a pre-payment applied. This is still necessary to ensure proper posting the applied payment.
RELEASE 1.3.0.71– 10/25/01
10/25/01		Technician Profitability report				Rearranged fields and eliminated some of the Group Totals that could have caused mistaken information because of repeated tasks. This information can be found in other reports and the purpose of this report is to show TECH Profitability.
10/25/2001		Agreement				Added a popup menu option to update the location's agreement indicator, in case it is incorrect.
10/24/2001		A/R Invoice				If an item in a task detail had a quantity of zero, a line item for the task on an invoice could not be saved. There was no message why it could not be saved. Now when the task code is entered, a message box will show informing the user that the detail item could not be imported to the invoice and the line item will save without the zero detail line item. A quantity of zero on a task detail item was a rare occurrence and probably only occurred with pricebook data converted from a prior system.
10/24/2001		Customer History				When the selected job/call has been canceled, the message in the upper right will say 'Job Canceled' or 'Call Canceled'. The message will say 'Invoice Voided' if the job was not canceled, but the invoice was voided.
10/24/2001		Agreement				Since version 1.3.0.69, terminating an agreement would fail with the message 'Last update was not properly applied to the database. Log off SuccessWare, log back in, and try again'.
10/24/2001		Job Tag Manager				Posting inventory transactions would lock up if more than one warehouse was selected, and transactions for more than one of the warehouses would cause warning messages to be displayed.
RELEASE 1.3.0.70– 10/23/01
10/22/2001		A/R Invoice				Added a hot key (Ctrl+S) to get to the salesperson field without using the mouse.
10/22/2001		Technician Profitability report				The total page count was not correct (except on the last page). It was always showing the current page number for the total page count. Re-titled the last two columns on the profitability report to read Pro-rated Sale and Pro-rated Profit instead of % of Sale and % of Profit, since they are dollar amounts, not percentages. When the total sale for a particular line item was zero, certain columns were not being calculated and would carry down the value from the previous line. These columns included $ per Hr, Profit, GM$PH, and Pro-rated Profit.
10/19/2001		Warehouse Tag Manager				When deleting tags, if you tried to delete the last tag in the list (scroll all the way to the bottom of the list), it was deleting the prior item, rather than the one selected.
10/19/2001		G/L Journal Entry				When typing in a G/L account number rather than using the GL Accounts lookup, and the account requires a subaccount, the software was displaying back-to-back messages that a subaccount is required. The redundant message has been removed.
10/19/2001		Agreement				After canceling a visit for an agreement, the form would sometimes refocus a different agreement for the location.
10/19/2001		Sales Invoices, Sales Invoice Items reports				Added filtering, grouping, and sorting by discount type.
RELEASE 1.3.0.69– 10/18/01
10/18/2001		Employee Setup				Opening employee setup resulted in a 'qryPRSplit' error when starting new company and no employees existed yet. The error went away after the first employee was saved.
10/17/2001		Adjustment code reference books (A/R, A/P, etc.)				Since version 1.3.0.65, the dropdown lookup for G/L account would not pop up.
10/17/2001		Agreement Manager				The option to inspect and create missing visits would sometimes stop in the middle with a message about visit values not matching the agreement. This is fixed. Also, the agreement numbers are displayed as it progresses.
10/16/2001		Agreement List report				Would fail with 'Field not found' error when sorting by Billing Acct.
10/15/2001		A/R Invoice				If a visit was canceled that was already pulled into an A/R invoice line item, you could no longer edit or delete the line item. You can now delete the line item from the invoice.
10/15/2001		Call Center				Occasionally a miscellaneous assignment will show up in the call center where the timecard entry is missing. Some of these could previously be deleted (unassigned), but others could not. Now they all can.
10/11/2001		Payroll Export To Quickbooks				Salaried employees were occasionally exporting the wrong salaries.
RELEASE 1.3.0.68– 10/10/01
10/9/2001		Warranty Expiration, Invoice List, Agreement List reports				Set up fields for 'Print to text file' option.
RELEASE 1.3.0.67–10/8/01
10/8/2001		Pricebook				(SQL Server only) Deleting an item in the Pricebook would fail with the message 'List index out of bounds'.
10/8/2001		Equipment List, Equipment Comparison reports				Set up for 'Print to text file' option.
10/8/2001		Billing Customer List report				Added 2nd phone number and fax number to 'Print to File' text file.
10/8/2001		Service Location List report				Added zone, 2nd phone number, and billing account number to 'Print to File' text file.
10/8/2001		Warranty Expiration report, Agreement List report				Added location type to selection criteria, group and sort by fields.
10/6/2001		Payables, Receivables				(SQL Server, ASP only) Prevent possible 'Invalid floating point operation' error when posting A/P or A/R invoices.
10/5/2001		Agreement reports				New report – Agreement Anniversary report.
10/4/01		Event Log Form				Added option for Login Report - user may select date range, User, Station.
10/3/2001		Payroll Setup				It didn't appear to be keeping changes made to the number of months used to determine the average LBM
10/3/2001		Call Taking				You could type in a billing AcctNo, but the system was ignoring it and using the default number anyway. The number will now always revert back to the current number for an existing account, or '<new acct>' for a new billing account. If the AcctNo matched the LocationID, Call taking was still updating the billing account address from the location address, even if it was not the carbon copy account for the location. The popup menu for billing accounts now indicates the carbon copy account for the location. The popup menu for billing accounts now has a 'New account' option that clears the billing account fields and sets the AcctNo to '<new acct>'. If the default billing account for the selected location was not the carbon copy account (bill alternate account, rather than location), the billing AcctNo would be filled in on the billing information page, but the name and address would not. This would require that the billing account be reselected in order to set the name and address information. All of the default billing account information is now set up once the location is selected.
9/28/2001		G/L Starting Balances				Added Post Date to the Review report.
9/28/2001		G/L Transactions report				The report was not sorting or grouping properly by Transaction ID.
9/27/2001		Job Summary Analysis Report				Agreements sold percentages were inaccurate. They are no calculated correctly.
9/27/2001		G/L Setup				Now allows the Force Recompile option to be used on a locked period.
RELEASE 1.3.0.66–09/26/01
9/26/2001		General Ledger				Occasionally year ending balances would not get carried over properly to the new year, causing the system to force a re-compile of period one.
9/26/2001		Agreement Manager, Job Manager, Invoice Manager, Receivables Manager				The marketing list option would not initially show the correct customer list, and when one of these lists would later be re-opened, the list would be empty.
9/26/2001		Agreement Manager				Added Last Bill Date to the Billings Due view.
9/26/2001		A/R Statement				On multi-page statements, the totals were incorrect. (The first item on each subsequent page would be added twice.)
9/24/01		Price Book Report				Added a second Standard Report format. Shows two prices with a discount column using Retail and Standard prices. Added a 'Clear Messages' button
RELEASE 1.3.0.65–09/24/01
9/24/01		Tech Prod/Prof Report				Added options for excluding items with no Tech, Summary printing. Also added subtotals and averages. ** Note that this report needs to be run a few different ways to determine the best solution(s)
9/24/2001		Reference Library / Pricebook				Expense types and sale types were not properly validating the G/L account and department if it was typed in rather than selected from the GLAccounts lookup.
9/22/01		Agreement List Report				Added options: Counts for Visits (total,completed,canceled,remaining) Added additional Group/Sort options
9/22/2001		Warehouse Stock List report				Added sort by quantity on hand.
9/22/2001		Account Register - Deposit form				Occasionally an item with a zero total would remain in the list of items for deposit. Once it was there, there was no way to eliminate it. Now you can right click, select Remove Zero Item to permanently clear it from the list.
9/22/2001		Write Check				Fixed possible 'Cannot focus a disabled or invisible window' error messages.
9/22/2001		PO Receipt				It is no longer necessary to have the ability to Post Vendor Invoices in order to be able to post a receipt. It now correctly looks at the Post Receipt ability
9/21/01		User Groups				Sometimes the 'Allow access' ability at the top of each ability page could not be unchecked. When Save was selected the box would automatically check again
9/21/01		Agreement List Report				New Report: Simple listing of Agreements with various sorting and filtering options. Includes a 'Non Committed' option for converted agreements.
9/21/2001		ClientRx				Added ping feature for testing network connectivity
9/20/01		Tech Prod/Prof Report				Added options to group by Job Department and Job Class
9/19/2001		Account Register				When reconciling a cash box, an item with no payment type cannot be cleared. You must void the item and re-post it with a valid payment type. The problem was that it was still not possible to clear the voided item
9/19/2001		G/L Financial reports				(MS-SQL Server only) When compiling G/L transactions into report tables, SuccessWare would crash at completion of the compilation. Everything was OK after going back into the program.
9/19/2001		ClientRx				ClientRx was not updating the workstation information if test was performed multiple times without restarting clientrx
RELEASE 1.3.0.64– 9/18/01
9/18/2001		Account Register				Since version 1.3.0.60, cash box adjustments to cash could no longer be cleared. In the Deposit Form, added the cash box reconciliation date to the list of funds available for deposit.
9/18/2001		Payables Manager				Now refreshes the view after Paying Bills to reflect any payments made.
9/18/2001		Payables Manager, Vendor Account History, Receivables Manager, Billing Account History				Account aging was occasionally missing some open items causing the totals to be lower than they should have been.
9/18/2001		Payables Manager, Vendor Account History, A/P Aging report				The aging process was using the A/R Minimum Days for Finance Charge from General Setup. It now ignores this setting and ages strictly on a 30-day basis.
9/17/2001		Agreement Manager				You can now modify the next billing date for an agreement in the Billings Due view.
9/17/2001		Call Center				Sort did not work properly in combination with employee filters.
9/14/01		Tech Productivity Report				Added "$ per hour" (based on sales / hrs worked) Added Group and Summary totals (Sale, Hrs, $ per Hour)
RELEASE 1.3.0.63– 9/13/01
9/13/01		Tech Productivity Report				Added Report Information button (button has a question mark on it). This shows how report is calculated.
9/13/2001		Job Tag Manager (MSSQL Only)				When verifying invoice cost, no tags were being resolved, invoice detail was not being verified.
9/12/2001		QuickStart - G/L Starting Balances				The Review button would not show any items if the Reference had been changed from 'BegBal' to anything else. If the Print option of Review was used, the Preview option could not be used until the Starting Balances from was closed and re-opened.
RELEASE 1.3.0.62– 9/12/01
9/11/2001		Agreement				When making a renewal or creating a new or renewal agreement from the A/R invoice, the visit notes fields was disabled and could not be entered. If a visit schedule item was deleted while setting up an agreement, the visits that had been created for that schedule record might not have been deleted. Although this visit could not be billed on an invoice, it would show as a visit due for the customer. This problem also caused some problems with entering visit memos.
9/11/01		Utilities				Added utility to display current BDE settings
9/11/2001		G/L Setup				Subaccounts for some accounts were not being listed in the eligible accounts/subaccounts box on the default accounts page.
9/10/2001		Sales Invoice Items report				Added option to include Charge to Agreement and Charge to Warranty line items in the report. When the Only Multiple Departments option and the Include Hours/Cost/Margin were used together, the Hours/Cost/Margin lines were printing for line items that were suppressed.
9/10/2001		Purchase Order				Now requires that a letter is entered as part of a user entered purchase order number (like Job#, Billing Acct#, etc.) in order that it does not conflict with future auto-generated numbers.
9/8/01		Technician Productivity/Profitability				New report.
RELEASE 1.3.0.61– 9/7/01
9/7/2001		Call Center – horizontal call view				Since version 1.3.0.58, calls would overlap if: 1) Call 1 and 2 ended at the same time, 2) Call 2 began after call 1, and 3) The bar width was greater than the title width for call 2
9/7/2001		Utilities				ClientRx allows you to diagnose problems with troubled workstations. ClientRx tests database drivers, network file access speed, and database transaction performance.
RELEASE 1.3.0.60– 9/6/01
9/5/2001		Income Statement				MustPrint accounts were printing even if they had been deactivated. When a MustPrint account with a zero value prints, the 'Sub' column was checked even though there was no subaccount information to look at.
9/5/2001		G/L Starting Balances				The 'Review' report was not always printing the account number.
9/4/2001		Agreement Manager				When processing periodic billings and marking all invoices paid, invoices without a valid payment method will be skipped. When the payment method has not been specified, the invoice must be opened and a valid payment method entered with the payment.
9/4/2001		Employee List report				Removed some unused fields from the miscellaneous section of the report.
9/4/2001		Invoice List report				Added job date and primary tech to the report.
9/4/2001		Inventory Warehouse Stock Import				Importing stock from another warehouse would only work properly when the 'From Warehouse' was selected from the warehouse lookup. Now the warehouse can be typed in, as well.
9/4/2001		Warehouse Stock List and Warehouse Stock Valuation reports				Widened the Bin No column.
9/4/2001		Inventory Manager				Maintain the currently selected sort column after editing an item or inserting a new item.
9/4/2001		Call Taking				Modified the Agreements indicator to work like the indicator on the customer form. Green=active, Yellow=expired with outstanding visits, or expired with a current renewal, red=expired.
8/31/2001		Account Register report				All amount were showing as positive amounts. It now shows debits vs. credits.
8/31/2001		Account Register				The grid reports for account reconciliation were not reflecting whether the items were cleared, or not. It was possible to get items in the cash box with an invalid payment type, which when cleared and reconciled would cause problems with the subsequent deposit to the bank account. It is no longer possible to clear these items. They must be reversed, and re-entered with a valid payment method / payment type.
RELEASE 1.3.0.59– 8/31/01
8/31/2001		Employee Payroll Summary Report				Occasionally caused "Not a Valid Time value" error.
8/31/2001		MiscWageManager - Commissions for Job				Paid filter was not functioning properly.
8/31/2001		Call Taking				Since version 1.3.0.57, a call could not be scheduled through the call center. The error 'qryPC: field Scheduled not found' would occur.
8/30/2001		G/L Setup				Subaccount setup would allow the single quote character in the subaccount code, which would cause problems during financial report compilation.
8/30/2001		Call Center				Occasionally a non-job assignment that has no corresponding timecard entry will end up in the call center. Previously, there was no way to delete the assignment. Now it can be deleted using the 'Unassign (DEL)' popup menu option.
8/30/2001		Register Account setup				The software will no longer allow deactivation of an account that is a default cash box, checking, or payroll account.
8/30/2001		Accounts Receivable				Occasionally when reversing a A/R payment, the error 'nothing to negate' would occur. The user will now be informed that the G/L entries could not be found, but will be allowed to continue with the reversal.
RELEASE 1.3.0.58– 8/30/01
8/30/2001		Location				Occasionally, an access violation error would occur when attempting to add a new billing account to a location. The only way to get around this error was to log off SuccessWare and log back in. This error no longer occurs.
8/30/2001		A/R Invoice				When inventory is activated, the user is warned about unverified, non-counted parts detail, but still can post the invoice. Previously, a cost-plus invoice could not be posted in this situation. It was possible to add line items and detail to a voided cost-plus invoice. This is now prevented.
8/29/2001		Recurring A/P Invoices				(SQL Server only) You could not save changes to line items either on a recurring template, or on an invoice created from a recurring template.
8/29/2001		Timecard				(SQL Server only) You could not save changes to the start of day and end of day times. Clicking Save would do nothing.
8/29/2001		Account Register Review				Added a RefID column. This identifies the deposit number for bank deposits.
8/28/2001		Pricebook Item Detail				Price book item editor was allowing item numbers to be entered longer that 15 characters, but only 15 characters were save in the database. The form will now only allow 15 characters.
8/28/2001		Income Statement reports				Added subaccount descriptions. Suppressed printing of subaccounts when the amount is zero. Occasionally an account with a zero amount would show, even if MustPrint was not set. The expense group headings were showing zero dollars, instead of being blank.
8/27/2001		Agreement				Use of the Edit Notes and Post Notes popup menu options when editing a new agreement would result in several errors and the inability to save changes. These actions are now disabled when it is not appropriate to use them.
8/27/2001		Invoice List report				Using the date popup selector for Job Thru Date would fill the date selected into the Invoice Thru Date field.
8/27/2001		Company Setup, Work Order report				Changed the checkbox label from 'Notes' to 'Directions / Instructions' to more clearing define its purpose.
8/24/2001		Call Center				New features have been added to the call center: additional sorting, triple line dispatch indication, dispatched assignments float with the current time, scheduled “S” line.
RELEASE 1.3.0.57– 8/24/01
8/23/2001		Balance Sheet report				The subaccount drill-down was omitting amounts that had no subaccount assigned.
8/23/2001		Payroll Posting				The message 'Debits or Credit must have a value and cannot be zero' would occasionally prevent periods from posting when a zero wage was encountered. Zero wages are now ignored.
8/23/2001		Payroll Setup				Labor Burden Settings were not being reloaded properly causing them to reset every time SuccessWare was started.
8/23/2001		A/R Statement report				On very rare occasions, the aged and balance due would be doubled. The box for entering credit card info was printing on the second, third, etc. pages of a multi-page statement.
8/23/2001		Visits Due by Month report				Added sort by options for agreement detail.
8/22/2001		Equipment List report				(SQL Server only) If sorting by both 'LastName+CompanyName' and 'ComanyName+LastName', a SQL error would occur.
8/22/2001		Service Location List report				When using the 'Count Only' option, all counts were coming up zero.
8/20/2001		Income Statement (Multi-divisional)				The report title was off center.
RELEASE 1.3.0.56– 8/17/01
8/15/2001		A/R Invoice				Removed the Cancel button form the progress bar form when posting or adjusting an invoice. It was doing nothing anyway.
8/11/2001		Free Scripts (Call Taking)				Strange problems would occur after deleting pages from a script. Sometimes, the page would not really delete, and would still be there when the script was reopened. Sometimes navigation between the pages of the script would no longer work.
8/8/2001		Printed Work Order				The work order was showing an installation customer as 'Service Customer', and vice versa.
8/7/2001		Billing Account History				Separated the finance charge and deposit amounts from the aged amounts to match the printed statement.
8/7/2001		General Ledger				On rare occasions, when compiling, a balance would get carried forward from the prior period incorrectly. The system would therefore continually force a reset and re-compilation of the period.
8/6/2001		Pricing Setup				Under some circumstances, tiered pricing could not be turned off. The Save button would be enabled, but clicking it would do nothing.
RELEASE 1.3.0.55– 8/6/01
8/6/2001		A/P Transactions, A/P Item Distribution, A/P Invoice List, A/R Transactions, A/R Invoice List reports				Added Year/Month to group and sort by fields.
8/6/01		Company Setup, Printing Work Orders				Added page in Company Setup to configure default printing options for work orders. This can only be over-ridden in the Work Order Report interface. However, the options selected in the interface are only applicable when the options page is visible, and the user selects to print the work order(s) while the options are active.
8/3/2001		Company Setup, A/R Statement				Added a user configurable statement note field that will print on all statements.
8/3/2001		Company Setup, A/R Invoice				Added a user configurable invoice note field that will print on all invoices.
8/3/2001		Bank Deposit report				Increased the right hand margin. On some printers, the last digit of the amount was not showing.
8/2/01		Billing Acct List Report				Added all check box options found on Billing Acct Detail form.
8/2/2001		Email Paging				Since 130.49, pages longer than the character limit may have been assembled improperly and repeatedly sending the same parts of the message.
RELEASE 1.3.0.54– 7/27/01
7/27/2001		A/R Invoice				When an invoice was paid in full, the invoice would say "We appreciate for your business". Removed the word "for" from this statement. Sales tax was not always being rounded properly. One-half of a cent will now always round up.
7/27/2001		Reminders				If a reminder that had no user name (entered prior to version 1.3.0.51) was made private, it could no longer be seen by any user. Making these private will no longer make any difference - they can always be seen by anyone. If you want to make a reminder with no user name private, delete the reminder and add it back - it will then be assigned your user name.
7/26/2001		Payroll				When exporting from SW and importing into QuickBooks, deductions and/or additions may have been being removed from employee setups in QuickBooks. This has been corrected.
RELEASE 1.3.0.53– 7/26/01
7/26/2001		Invoice List report				(SQL Server only) The report would fail with the error 'Invalid field name' when using the Completed Jobs Only and Uncompleted Jobs Only options.
7/25/2001		Miscellaneous Wages / Commissions				When payroll is not active, you can now change the release date and keep track of 'dead' wages earned vs. release/paid. A 'dead' wage is a wage recorded in successware released for date prior to the activation of payroll. For 'dead' wages, released is the same as paid. Once payroll is activated, to activate a wage for payroll, just release it for a date within the range of an active payroll period. Wages released before the 'startdate' of the first payroll period created, will automatically become 'dead' wages (assumed to be paid). The Commissions report can be used to monitor wages earned vs. wages paid/released even when payroll is not activated.
7/25/01		Work Order Report (summary version)				Added Location Notes. Also made notes areas invisible if there are no respective notes (Instructions, Work Done and Work Suggested)
7/25/2001		Service Location List / Marketing				Prospects would not show up in marketing lists generated from the Location List report.
7/25/2001		Call Taking				When searching for a billing account with an apostrophe in the name (e.g. O'Brien), an error 'Missing right quote' would occur and the search would fail.
7/24/2001		Call Center				Since version 1.3.0.40, the Job grid was showing jobs scheduled for the next day
7/24/2001		Commission Report				Added new report to report gallery under ‘management reports’. This Commissions Report is also accessible from Payroll Manager.
7/24/2001		Vendor Payment				When making a payment to a single vendor, you could not enter a partial amount to take for a credit entry. The amount would change back to the total balance of the credit. Taking partial credits through Pay Bills worked OK.
7/24/01		Equipment Reports				Fixed Report Title
7/24/01		Equipment Reports				Added Installed By to groupby options
7/24/01		Invoice List report				Added lead tech to groupby
7/23/2001		Vendor Invoice Template				(MSSQL Only) "Create next invoice" was not working. Invoices could not be created from templates.
7/23/2001		Agreement Manager				Do not allow marking a periodic invoice as 'paid' unless the invoice has a payment method assigned. If there is no payment method, the invoice must be opened and the payment entered there.
7/23/2001		Sales Invoice Items report				The report was not including new/renewal agreement billings or periodic billings.
RELEASE 1.3.0.52– 7/20/01
7/20/2001		Call Center				An error would occur when trying to sort the Job Manager grid by last name or company name.
7/19/2001		Income Statement report				Since version 1.3.0.49, if any subaccounts longer than 4 characters were set up on income or expense accounts, the income statement would fail with the message 'Operation not applicable'. This applied to the All Departments and Selected Departments (Combined) reports. The Multi-Department (Separate) report was printing OK.
7/19/01		Customer History form				Added display field for Customer PO #
7/19/01		AR Invoice Report				Added column to indicate whether line item is taxable.
7/18/2001		Purchase Order/Receipt/Vendor Invoice				If you over receive an item on a receipt for a PO, an error would occur when attempting to create a subsequent receipt. A line item is now created on the new receipt with an expected qty of zero
7/18/2001		Agreement Manager / Renewal Notices				If a printer other than the default was selected when printing renewal notices, the first notice would print to the correct printer, but all others would print to the default printer. Now all will print to the selected printer.
7/17/2001		Purchase Order				When creating a receipt/vendor invoice from a PO, the tax percent was going onto the Receipt/Invoice based on the vendor tax percent instead of the PO's tax percent. The PO is assumed to be correct.
RELEASE 1.3.0.51– 7/17/01
7/17/01		Warranty Reserve Analysis report				Location ID and Billing Acct filters were not working properly.
7/16/2001		Invoice List report				Added filter option for Billing Acct & Location ID. Under some circumstances, the report was ignoring the Job End Date entered.
7/16/2001		Payroll Reconciliation Import				When importing additional checks, the error "field 'IsPosted' not found" may have been occurring. Importing checks would import even if an error had been found, now that check in error is skipped.
7/16/2001		Sales Analysis report				Added option to filter report by Minimum or Maximum Revenue totals Added option to create Marketing Lists when grouped by Billing Acct or Location ID Added First, Last and Company names to report - ONLY when grouping by Billing Acct or Location ID
7/14/2001		A/P Item Distribution report				The department and job number columns were blank when the information was entered in item splits.
7/14/2001		Reminders				Added the ability to make reminders private - when checked the message can only be seen by the user that entered it. Only the user that entered a message can delete or modify it.
7/14/2001		G/L Transactions report				Added Account Description to the Group By and Sort By fields.
7/13/2001		Call Taking				When taking a call searching and selecting a prospect, posting the call would sometimes result in the message 'posting phone call failed' for no apparent reason. When entering data in the fields first name, last name, company name, address, phone, work phone) location searches occur until an exiting location is identified, or a new location is specified. Now, searches will continue to be performed when changes in these fields are made.
7/13/01		Printed invoice				The printed invoice now shows ALL payments and allocations. There is an option in the Invoice Form to 'Reprint Original', which will print the invoice in its original state.
7/13/2001		Write Check				There is a popup in the check writing form that allows entry of an address for a miscellaneous check, however, this option was difficult to find. The 'lookup' button next to the Pay To field is now enabled that, when clicked, will pop up the address entry form.
7/13/2001		Multi-department Income Statement				Since version 1.3.0.49, the group headers in the Operating Expenses section of the report were not printing properly.
7/12/2001		Job, Agreement, Invoice				Out of service equipment is no longer listed for selection in the equipment popup menus.
7/12/2001		Timecard report				Selecting 'Show all employees' or 'Only Active Employees' now changes the list of employees available for selection. Previously you could not get inactive employees into the list.
RELEASE 1.3.0.50– 7/12/01
7/12/2001		Account Register				SQL Server only: When adding a new register account, the error 'Cannot insert NULL value...' would occur.
RELEASE 1.3.0.49– 7/11/01
7/11/2001		Trial Balance report				Added company name to the report page heading. The report was not automatically expanding all accounts that had subaccount detail when the 'Expand Subaccount Information' option was used. Modified report and added indexes on the database to make the report run faster.
7/10/01		Income Statement, Balance Sheet, Trial Balance reports				Changed the drop down for periods to include all periods for a year without having to scroll.
7/10/01		Income Statement				Added a drill down sub-report for breakdown by subaccount.
7/7/01		Call Taking				Added option for AM / PM / Anytime (only enabled when there is no Appt time entered). When a call for service was aborted, the location was being created with open job count = 1, even though no job was being created. This was causing the open jobs indicator on the customer form to be erroneously lit up.
7/5/01		Paging				Added job payment method to the fields available for paging.
7/5/01		Email Paging				The Email Paging Configuration now includes the option to use Authentication. When the Use Authentication check box is selected, the User ID and Password are included with the message.
7/3/01		Job Summary Analysis report				Added Option for Grouping by Payment Method.
7/3/01		Sales Invoice Items report				Added option to print ONLY those invoices that have line items OTHER THAN THE ORIGINAL DEPARTMENT (or Multiple departments).
7/3/01		Trial Balance report				The sub-report for transactions was printing on top of the department and subaccount sub-reports.
7/2/01		Call Taking				SQL Server only: Call posting would fail if the lead source reference field had been entered.
7/2/01		Job Summary Analysis Report				Fixed error when including Group By Lead Source when running under SQL Server.
7/2/01		General				Delete leftover temp files on application startup.
6/29/01		Account Register				Force the default sort order (date) when opening the reconcile view.
6/28/01		Work Order Summary report				Added primary tech column.
6/28/01		Callbacks report				Total sale and total cost in the group totals were not calculating. Hours Travel and hours actual totals were showing too many decimal places.
RELEASE 1.3.0.48– 6/28/01
6/28/2001		Merge/Delete: Location, Billing Account, Vendor				SQL Server only: Deletes were not working due to 'SQL error'.
6/28/2001		Merge/Delete: Location				Deleting a location would leave unattached warranty records in the database.
6/28/01		Payroll Posting				Added more specific G/L messages when posting fails due to a debits/credits not balancing.
6/27/01		Job Form				New job save would fail with 'Cannot insert value NULL...' when running with SQL Server.
6/27/01		Call Taking				In phone call review, when listing many phone calls, the error 'invalid blob handle...' would occur when scrolling
RELEASE 1.3.0.47– 6/26/01
6/25/01		Location Detail, Billing Account Detail				When setting carbon copy accounts/locations, the carbon copy status for other locations/accounts was not always being cleared.
6/25/2001		Timecard report				The report was not printing summary totals when the number of hours was greater that 1000.
RELEASE 1.3.0.46– 6/21/01
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.
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.
6/20/2001		Marketing				Labels from marketing were leaving a blank line when there was a company name, but no first/last name.
6/19/2001		G/L Transactions report				The Subaccount lookup was not properly using the account number entered to filter for subaccounts.
RELEASE 1.3.0.45– 6/19/01
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.
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.
6/16/01		Sales Invoice Report				Added Lead Source Filter.
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.
RELEASE 1.3.0.44– 6/13/01
6/13/01		Assignments Report				Added fields for showing Invoice Total, Cost and Profit. Check the check box to include this information. This option should only be used when grouping by JOB NUMBER and may be used for calculating Tech Bonus.
6/12/01		AR Invoice				The space on the printed invoice for credit card number has been expanded.
6/12/01		Deposit Report				Other Adjustments were not totaling properly on the deposit report.
6/12/01		Phonecall Report				The group subtotals were incorrect.
6/11/01		Agreement/Visits Due Report				When creating marketing list from Agreement/Visits Due, an error "qrySubSub... not open" would occur.
6/11/01		Job/Call/Assignments Report				The Assignments report wasn't sorting by Scheduled Time correctly.
6/11/01		Sales Invoice and Sales Invoice Items Reports				Sale Invoice Report and Sales Invoice Item Report may have been listing different results for the same query criteria.
RELEASE 1.3.0.43– 6/8/01
6/8/01		Check Register Reconciliation				With version 1.3.0.42, the grid had stopped sorting when clicking on column titles.
6/8/01		Check Register Transaction Review				Added the ability to sort grid by clicking on the column title.
6/7/01		Call Center				Added "Zones" to the call center filters. Added location last name and company name to the visit manager grid.
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.
RELEASE 1.3.0.42– 6/7/01
6/7/01		Call Center				Sorting on "Zone" was resulting in an error in the call grid and visit grid.
6/7/01		Check Register				Speed has been improved for calculating balances and clearing items when reconciling (clear all/unclear all).
RELEASE 1.3.0.41– 6/6/01
6/6/01		Payables Manager				Filters for the unposted invoice view did not always work
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.
6/6/01		Sales Analysis report				Under certain circumstances you would get 'Invalid floating point operation'.
6/6/01		Warehouse Stock Item Report				Added two options: "Stocked items only", "Instock items only".
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.
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).
RELEASE 1.3.0.40 – 6/5/01
6/5/01		G/L Transaction report				Added filter, group by, and sort by Transaction ID.
6/5/01		Check Register report				Added G/L Transaction ID to the report.
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.
6/5/01		Call Reports				Added filters for HappyCheck (yes/no) and Group and Sort by HappyCheck and HappyCheckBy.
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.
6/5/01		Invoice, Invoice Manager				Added Option for opening Job Summary
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.
6/4/01		Call Center				Improved the refresh speed (this includes the Job Manager Grid)
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.
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.
6/2/01		Callbacks report				Added job instructions to original job info, workdone notes to callback job info.
6/2/01		Payroll Manager				Added Regular "Hours" to the payroll manager employee review grid to assist in determining when to calculate overtime for employees. Added an OTModified image so you know which periods, employees, timecard entries require repreparing. You will now be notified if overtime has not been calculated for employees when preparing or verifing employees, or preparing or posting periods. You will now be notified when employees have been added (and have activity) during the current period when preparing and posting periods.
6/2/01		Timecard				When calculating overtime, timecard entries are marked as modified so employee/period is also marked and you know to reprepare it.
6/1/01		Miscellaneous Wages				When payroll was inactive, you could not edit and save existing misc wages. You would get the message the the 'amount earned cannot be zero'.
6/1/01		Payroll Manager				When creating periods, inactive employees were showing up in the period gap check. When deleting payroll periods, the period key counter will automatically be reset so that period ids will not be skipped.
5/31/01		Purchasing Reports				Receipt/Invoice Integrity Report: This report will try to instances where receipts were entered and then a duplicate invoice was entered.
5/31/01		Payables Manager				Occasional Access Violation Error when clearing Filters.
RELEASE 1.3.0.39 – 5/31/01
5/30/01		Item Group Detail				DOWN ARROW at the Pricing Tier field was not activating the pricing tiers code lookup.
5/30/01		Register Deposit report				The deposit adjustments total was not showing pennies on the Check
5/30/01		Pricebook reports				Added option for printing 'tiered' pricebook (PSI or AirTime only).
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.
RELEASE 1.3.0.38 – 5/29/01
5/25/01		Check Print/Alignment Setup				Added two new features "Use default printer setup" and "Use printer dialog".
5/25/01		G/L reporting				Improved the speed of the report compiling process.
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.
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.
5/24/01		Visits Due by Month report				Grouping by Zone would result in "Field 'Zone' not found" error.
5/22/01		Sales Analysis report				Added primary tech filter and the ability to group totals by primary tech.
5/22/01		Customer Opportunities Report				Added customer email address.
RELEASE 1.3.0.37 – 5/22/01
5/22/01		Pay Bills				The speed of selecting items to pay has been improved.
5/21/01		A/R Invoice				Since version 1.3.0.34, when importing labor from the timecard and payroll is not yet activated, the unit cost for the labor detail was coming in as $0.00, instead of using the employee's bill cost.
5/21/01		Warehouse Stock List report				The report was including items on canceled PO's in the On Order quantity.
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.
5/21/01		Location				Since version 1.3.0.36, 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.
5/18/01		Account Register Reconciliation				Voided items are now displayed with a red line through them. Added comment column to grid.
5/18/01		A/R Invoice				When importing timecard entries, if the timecards Duration-Invoiced < 1 minute, the balance NotInvoiced was being set to zero. The balance NotInvoiced will now be a negative amount if timecard entries are over invoiced or over costed.
5/16/01		Bank Deposit Form				Added ability to adjust the 'other' amount for cash boxes before posting deposits. This feature is intended to be used when depositing credit card payments after the credit card company has withheld the transaction fees.
RELEASE 1.3.0.36 – 5/16/01
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.
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'.
5/14/01		A/R Invoice				Occasionally received message 'error occurred while posting invoice, try again later.' when importing time card labor. Changes have been made that may correct this. The invoice cost form allowed labor import when no line items had been entered on invoice.
5/11/01		Customer Opportunities report				Trying to use the marketing option would fail with Access Violation error.
RELEASE 1.3.0.35 – 5/11/01
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.
5/10/2001	Sales Invoices, Sales Invoice Items reports				These reports were excluding non-job invoices, such as agreement periodic billings.
5/10/2001	Item List Report				- added option for 'AS Task' Format - allows Parts as Task or Misc as Task items
5/10/2001	Location				Fixed error when adding a location and using SQL Server.
5/10/2001	Pricebook report				Fixed possible access violation error when printing the pricebook.
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.
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.
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.
5/7/01		Agreement				Allow editing of payment method for active agreements.
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.
5/5/01		Item Group				The sale type and expense type now defaults from the category for new item groups.
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.
5/5/01		Purchase History				Clicking the button in the vendor column of the Vendor Part grid was not popping up the vendor reference book.
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.
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.
5/5/01		Customer History				The grid report was not functioning for Marketing Lists and Opportunities.
5/5/01		Call Taking Review, Warehouse Tag Manager				Added the column selection popup form for the grid report.
5/5/01		Payables Manager				The grid report from this manager was incorrectly titled 'Agreement Manager Report'.
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.
RELEASE 1.3.0.34 – 5/4/01
5/4/01		AR Invoice				Importing timecard entries onto invoice was importing non-paid entries with employee's bill cost. When a timecard entry is non-paid, it will now import with a cost of zero.
RELEASE 1.3.0.33 – 5/3/01
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.
5/2/01		Journal Entries				Will now allow entries with zero amounts. This can be useful for setting up recurring entries.
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.
5/2/01		Visits Due report				The report was not printing the visit notes for many of the visits printed.
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.
5/2/01		Call Taking				Now sets a new billing account as 'carbon copy' account when 'Bill to service location' is selected.
4/30/01		A/R and A/P Aging reports				Since version 1.3.0.30, if no thru date was entered, items were not properly showing that they were allocated.
4/30/01		Renewal Notice				Billing address was printing too far to the left for windowed envelopes.
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.
4/27/01		Visits Due report				The visit notes section will now expand to include all notes entered in the agreement.
4/27/01		Visits form (Agreement)				Since version 1.3.0.31, when scrolling through individual visits, the notes were not displaying properly based on the visit selected.
4/27/01		Agreement				Since version 1.3.0.31, sometimes while editing an agreement, the visit notes would become disabled and nothing could be typed in.
RELEASE 1.3.0.32 – 4/24/01
4/23/01		Invoice Manager				Since version 1.3.0.28, invoices for jobs that did not have a department assigned would not show up in the invoice manager.
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.
4/20/01		Pricebook report (standard)				The Task Notes text was not wrapping properly.
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).
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.
RELEASE 1.3.0.31 – 4/19/01
4/19/01		Billing Customer List report				Added filter, group by and sort by options for Payment Terms.
4/18/01		Visits Due by Month report				Creating a marketing list would fail with the error 'qrySubSub: field AR_BillingCustomerID not found'.
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.
4/18/01		Invoice Reports				Added option to print Customer Info Name, Company, Address (Billing Acct and Location).
4/18/01		Invoice/Agreement				Since version 1.3.0.28, it was no longer possible to invoice multiple visits on a single invoice. This has been corrected.
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.
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.)
4/17/01		Billing Customer List report				Added Payment Method and Payment Terms to the filters, and group and sort by fields.
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.
4/16/01		Marketing				Added e-mail address to everything, including pruning of lists.
4/16/01		Location				Carbon Copy wasn't including email address when copying information to the billing account.
4/16/01		A/P Transaction report				Added Vendor No filter.
4/16/01		Location History report				Expanded Agreement options (Active, Inactive, None) Changed Completed and Canceled options to Completed Only and Canceled Only.
RELEASE 1.3.0.30 – 4/16/01
4/13/01		Customer History				Enabled the Opportunities grid. Enabled and corrected the Marketing grid. Added ‘splitter’ between the Marketing and Opportunities grids.
4/13/01		Customer Opportunities report				Added Marketing and Print to File options. Added group and sort options. Added ‘Notified’ selection criteria.
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.
4/10/2001		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).
4/9/01	Location History report				The filter conditions were not working properly with the ‘%’ wildcard.
4/6/01		Printed Work Order				Corrected Balance Due field in the Service History section of the report.
4/6/01		A/R Invoice Payment Review				Added Current Balance field.
4/6/01		Open Jobs reference lookup				Added location last name to lookup (for Purchase Order).
4/6/01		Printed Purchase Order				Added Customer name and address.
4/6/01		Sales Invoice, Sales Invoice Items reports				Added option to Group and Sort by Location Lead Source and Job Lead Source.
4/6/01		Assignment Report				Added a field on the report to show whether the call is canceled, or not.
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.
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.
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.
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.
4/5/01		Equipment Comparison report				Report was overlapping fields in the subtotals.
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.
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.
4/5/01		Payables/Purchase Orders				Item search was showing labor items.
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 1.3.0.29 – 4/3/01
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 1.3.0.28, when trying to enter a new task, or open a task that had Our Price = $0.00, the error 'Invalid floating point operation' would occur.
RELEASE 1.3.0.28 – 3/30/01
3/29/01		Pricebook - Item Group Edit 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. Sometimes after importing timecard labor, due to a rounding problem, a small amount of labor (< 1 minute) would still remain to import.
3/29/01		Pricebook – Edit Task				When entering an invalid item number in the task detail and pressing ENTER rather than TAB, it was giving "Illegal Operation".
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.
3/27/01		Utilities				When attempting to merge vendors that had the same item number in their vendor part lists, the following error would occur: 'Key Violation: duplicate values in index…'.
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		Visit Type Reference Book				Added pay item column so you can now set pay items on visit types the same as you set pay items on job/call types.
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.
3/22/01		Printed Invoice				Added printing of the tax code.
3/22/01		Invoice Manager				Added a ‘No department’ filter to the form that will give you all invoices except the department entered.
3/22/01		Job Manager				Added a department filter to the form.
3/22/01		Visits Due by Month report				Added visit value, collect amount, and credit amount to subtotals and totals. Added a selection for uninvoiced visits only.
RELEASE 1.3.0.27 – 3/22/01
3/20/01		Timecard				Timecard entries were requiring 'pay items' even if payroll was not active when the 'gl payroll date' had not been set in company setup.
3/20/01		Employee Setup				When logged in without payroll setup abilities, two tabs #6 were visible.
3/17/01		CallTaking				Added Department field to service page.
3/17/01		UserGroups/Abilities				Due to a change in user abilities, users must be reconfigured for both the 'Payroll Setup' and 'Maintenance tasks' ability.
3/17/01		Alpha Paging				Added PriorityCust (from location) and added Call Status and Job Status to the list of available fields.
3/17/01		A/R Transactions report				Added selection criteria for billing account number.
3/16/01		Timecard Report				The last column, "Accum Total Status" was not totaling properly.
3/16/01		Update Information				Successware will now inform users on a user-by-user basis when new updates have been installed. This notification will occur for each user when they initially logon to SuccessWare21 from Windows. This notification will continue until the user selects "Don't show me this message" from the update notification dialog.
3/16/01		Utilities				Three new Merge/Delete utilities Location, BillingAccount, Vendor. New user ability 'Maintenance' for the maintenance utilities. 'Carbon copy' feature added for location and billing accounts.
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				Since version 1.2.1.15, columns could not be moved or resized in the items grid.
RELEASE 1.3.0.26 – 3/13/01
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			Paybase Report			Report was not include all pay bases recorded on invoice line items (was only showing first line item from invoice)
3/12/01			Company Setup			Made 'Preprinted forms?' options invisible - they do not do anything.
RELEASE 1.3.0.25 – 3/12/01
3/12/01			General			Removed message regarding version mismatch of Microsoft’s MDAC. Win2000/ME is having problems identifying/installing the appropriate version of MSJet/MDAC.
3/10/01			Trial Balance report			Added option to select an account (or accounts using the % wild card character).
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.
RELEASE 1.3.0.24 – 3/9/01
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.
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 1.3.0.23 – 3/1/01
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 set up 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			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			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.
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			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.
RELEASE 1.3.0.22 – 2/15/01
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 1.2.1.22, 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.
RELEASE 1.3.0.21 – 2/13/01
2/12/01			Marketing List Export			Marketing lists are now exported to the root data folder above the SuccessWare Data folder.
2/13/01			Warehouse Stock List report			Added an option to print labels for warehouse stock items.
2/13/01			Assignments report			Added scheduled time to the available sort by and group by fields.
2/13/01			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.
2/13/01			Pricebook: Product Calculator			Added sort by options for printing the parts index.
2/13/01			Printed Invoice			Added customer PO#.
2/13/01			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.
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.
RELEASE 1.3.0.20 – 2/7/01
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.
RELEASE 1.3.0.19 – 1/30/01
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.
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.
1/29/01			Agreement			Agreements may have visit amounts (collect per visit, maintenance value per visit) that vary by visit schedule item. See What’s New 1.2.2 (Agreement schedule setup).
1/27/01			Pricebook			Groups were being listed in the "sections" tree by group code instead of group description.
1/27/01			Timecard			When selecting the Overtime Review, when OT was recalculated, the status bar was not refreshing.
1/26/01			Pricebook			Previous to this release, drag/drop of tasks between categories was not allowed.
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			A/R Invoice			A/R Invoice detail will now display labor as hours/minutes both in the Cost Entry Form and on the printed Invoice.
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			Pricebook			"Uncategoried" categories were not showing the ST/ET Icon when Saletypes/Expensetypes were not set up.
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			QuickStart/Employee Setup			When accessing employee setup from quick start, the system would lock up with the message "ancestor for 'grid1' not found". This is fixed.
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.
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.
RELEASE 1.3.0.18 – 1/17/01
1/17/01			Payroll Reconciliation			Reconciliation import was not processing. This has been corrected.
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 1.3.0.16 – 1/16/01
1/16/01			Call Center			In version 1.3.0.15, a change was made to be sure the call center opens on the call scheduled date when going to the call center from the job form. The fix, however, caused the call to go into the browse window even if it already had both a date and time assigned.
1/16/01			Payroll Posting			Occasionally when posting payroll, debits and credits would not match due to negative adjustment to wages (corrected) ELB was not posting when first posting a payroll period. The period needed to be adjusted and reposted.
1/16/01			Commission Report/Stubs			Added "Location name" column.
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.
1/12/01			Inventory Transaction Forms			Validation of line items on transactions was blanking department when job was not assigned a department. Item will now be assigned the jobs department only if the job has a valid department. (This is in regard to ASD validation)
RELEASE 1.3.0.16 – 1/12/01
1/12/01			Piece Rate Assistant			Invoice Complete checkbox was always disabled. Now it will be enabled if there are any invoiced sale amounts.
1/12/01			Reference Books			It was possible to get invalid values entered for lookup fields (e.g. Zone column in Zip Codes) by typing in a value and pressing enter to save the entry before tabbing out of the column.
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			Payroll Manager			When verifying/preparing individual employees, the total payroll was not be recalculated and therefore the Total Expected Earnings for the period was not always display the correct figure.
1/10/01			Timecard			When clicking the "Use Auto Overtime" menu option, if you responded with 'no' to the confirmation prompt, the menu option was not displaying the checkmark accurately.
RELEASE 1.3.0.15 – 1/10/01
1/10/01			Commission Report			Added Commission report and stubs. The report summarizes commissions for all employees for the selected period. The stubs are a similar to the report but prints each employee on a separate page. Both are accessible from the payroll manager.
1/10/01			Job			Don't allow call duration to be greater than 24 hours.
1/10/01			A/R Invoice			Using an item with sale type 'DISC' caused entry of the line item to act strange. Changed sale type 'DISC' to 'DISC1' - 'DISC' is now reserved for system use via the Set Discount option.
1/9/01			Importing reconciliation			Displays more specifice messages when employee name, check number, check amount are not valid. Will now accept commas and dollar signs "$" in the amount column.
1/9/01			Reconciliation Import Setup			Checks against existing PRSetupExpense.Description items, removes any that don't exist or are InActive
1/9/01			Timecard Entry and Timecard			Displays timebreakdown in status bar. Updates when OT is calculated. Changed values are displayed on raised panels instead of lowered panels.
1/9/01			Payroll Manager			Added ‘unreleased wages’ and ‘Total OT’ columns to employee review grid. You cannot adjust/reset rates on timecard review mode when the employee is verified. Previously, the payroll manager might not have allowed you to do this if the employee was not verified. When exporting payroll period information to QB, commissions and other misc items are added at the top of employee setup. This causes these items to show at the top of the "Other Payroll Item" grid on the QB Check Detail.
1/9/01			Reference Books			Make sure required lookup edit fields (JobClass field in Job Types) have been entered when attempting to post an entry.
1/9/01			A/R Invoice			Added an option for printing a totals only invoice with added tax not itemized.
1/8/01			Sales Tax Report			When using the "By SubCode" option on the sales tax report, the report would generate the error "field AppliedAmount not found"
1/6/01			Job, Call Taking, Vendor Invoice			Fixed possible "Cannot focus disabled or invisible window" errors.
1/5/01			Overtime calculations			When calculating overtime, duration is rounded to the nearest minute and updated on timecard entries. This will provide a more accurate import/export to external systems.
1/5/01			Timecard Entry and Timecard			Duration on timecard entry was previously rounded to the 100th of an hour and displayed as fractional hours (e.g., “1.25”). Now it is rounded to the minute and displayed as hh:mm (e.g., “1:15”). Entry of premium/OT duration now allows entry in the form 'hh', 'hmm', in addition to the original accepted entry of fractional hours. Payroll reports and timecard report now display hour durations in the format hh:mm.
1/5/01			** Miscellanious Wage Manager			Salaried item entry is allowed with a BasePay only. Items released in a period currently being adjusted were still showing up as paid, now they show up as released.
1/5/01			Payroll Preparation			Two adjustments are now made to an employee’s payroll at the end of preparation. The first to the individual departments per pay item, the seccond per pay item for the period as a whole.
1/5/01			ARInvoice			When selecting a task for a line item on the A/R invoice, the pay base (if any) is mapped from the task onto the line item. This pay base can be overridden on the line item.
1/5/01			Job, CallTaking, VendorInvoice			“Cannot focus disabled/invisible window” should no longer occur with in these forms.
1/5/01			Pricebook			Multiple item drag to new group was not working. The message "sale/expense type not set up" was being displayed for ‘inactive’ items. Now, this will only be displayed for active items. The message noted above was being displayed in response to Salary, Commission, and Piecerate Pay Items. Now, only hourly items are checked. (Salary, Commission, and Piecerate items are not maintained in the pricebook). Price levels where not being removed when turning off ‘price levels’ in price formulas
1/5/01			A/R Invoice			The pay base on A/R invoice line items can be edited from the item grid by selecting the menu option (or ctrl+b). Editing is not allowed once the job has been finalized.
1/4/01			A/R Invoice			Since 1.2.1.0, you could not import timecard labor onto an agreement visit line item. Added action to update the invoice's billing info from the job, and vice versa.
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 Invoices and Sales Invoice Items			Bottom margin was not big enough - lines at the bottom of the page were cut off on ink jet printers.
1/4/01			Job			Added update of primary tech on existing jobs - some old jobs have an empty primary tech.
1/3/01			Payroll Preparation			Inactive employees are no longer added to payroll periods if they do not have any activity.
1/3/01			Reconciliation Import			When importing reconciliations, employee name matches are no longer case sensitive. Employee checks will now import/match regardless of case.
1/3/01			**Payroll reports			Fixed “Access Violation” that would occasionally occur when accessing payroll reports.
1/3/01			Sales Invoice Items Report			Added a base pay option to invoice item report. This report can be used to sum base wages when paying employees based upon pay base setup in the pricebook (tiers/tasks). Added invoice department to sort by and group by fields.
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.
12/29/00			**Timecard Status Reference, Timecard, Payroll			Pay items can now be associated with timecard status in the timecard status reference book. When entries are made in the timecard, the pay item will be set when a status is selected. This pay item will be either the pay item set up on the status, or the default pay item (if no pay item is set up on the status). When dispatching, if a pay item has been set up on the "dispatch" status, it will be used. Otherwise the pay item set up on the job/call type will be used. If no pay item has been associated with the job/call type, the default pay item will be used.
12/29/00			Invoice Manager			Was not always showing the job number.
12/29/00			A/R Invoice			Using F9 when on a non-job invoice would cause the job form to open in 'New' mode.
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. When importing timecard entries onto invoice detail, any non-timecard labor details are deleted. When detail for an item includes timecard related entries, no manual entries can be added (only timecard import).
12/28/00			Job / A/R Invoice			Added job department to the job form. The field has always been there and was set based on the job type, but could not be changed. Added department and salesPerson to the invoice form. Both fields default from the job. The department is modifiable, but the salesperson is not. If the sales person is not correct, it must be modified through the job form (or agreement for agreement billings that are not job related). When the department, salesperson, billing account, or payment information is changed on the job, any open invoices for the job are updated with the new information. If any of this information had been changed on an invoice, the user is prompted whether all invoices should be modified, or just invoices matching the job's original values.
12/28/00			A/R Invoice			When importing task detail onto invoice, if a detail item is invalid or has invalid expense type, you will now be prompted with item numbers in error.
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			Pricebook			When turning off tiered pricing for category, all groups/task must be cleared of task assignments. When changing a category’s price setup from custom to default or to manual, tiers settings on groups/tasks are cleared.
12/26/00			Call Center			Jobs / job types that did not have estimated days set up, 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. Also added the Tiered pricing feature.
12/21/00			Payables reports			Added 1099 report.
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			Task Detail			When entering an invalid item number in the detail and pressing Enter (using the Tab key was OK), you would get "Illegal Operation". This has been corrected.
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 set up 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.
12/19/00			A/R Invoice			When an invoice is voided, the job's current invoice pointer is now updated to the last un-voided invoice, if any. This allows that invoice to be adjusted and modified, if necessary.
12/18/00			Service Location report			Corrections and speed enhancement when using job reference.
RELEASE 1.3.0.14 – 12/18/00
12/18/00			Reference Library			Removed 'Tasks' reference book from reference library and quick start (not used anymore).
12/18/00			**Post Payroll			Post payroll would fail when the payroll period crossed a G/L period boundry.
12/18/00			Pricebook			Added the popup item search to the Item No search field in the Pricebook.
12/18/00			Calls reports			1. The report is now identical regardless of whether unscheduled, scheduled, or completed is selected. 2. Unscheduled, scheduled, and completed calls may now be included or excluded from the report in any combination. 3. Scheduled calls now shows all calls on the selected dates regardless of whether or not the call has a scheduled time. 4. Added Primary Tech to Sort By and Group By lists. 5. Added a Primary Tech indicator (*) to the list of Assigned employees.
12/18/00			Vendor Parts			Vendor item information is no longer entered directly into the item detail forms. There is now a popup form for this purpose that allows all vendors for the item to be viewed at the same time (not just the primary and secondary vendors for the item). This form can also be used from the Purchasing Manager, Purchase Order form, and Vendor Invoice form. The vendor item number is no longer required when entering vendor item information (you may be entering the information only for determining the primary and secondary vendors for the item).
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.
12/15/00			Service Location report			Fixes to the job type / job date reference options.
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 1.3.0.13 – 12/13/00
12/13/00			**Payroll import/export			SuccessWare now exports commission/piecerate pay items as Additions for QB. When processing checks in QB, the quantity is no longer required. When importing pay period information into QB, custom pay set up for employee will no longer be lost. When exporting salary employees payroll info, the correct rates will now be assigned to salaried employee activity. Only hourly/salary activity will be exported for QB activity import. Import reconciliation could not find the import file(s). This has been fixed.
RELEASE 1.3.0.12 – 12/11/00
12/12/00			**QB Import/Export			Modified external payroll check / set up export for QB, all salary items export as "S-"<item>. Fixed problems with exporting payroll period: "IsPosted" field not found; Salary item not matching; fixed MiscWage Manager. Wasn't putting jobNo on wage entries made after first entry when entering commissions for job.
12/12/00			**Payroll—Employee Period Summary Report			Added job no to detail
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			Income Statement			Since version 1.3.0.8, 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.
RELEASE 1.3.0.10 – 12/7/00
12/7/00			**Payroll Preparation			- When preparing payroll, misc wage entries prior to the payroll period were being deactivated base on "EarnedDate". This has been changed to "ReleasedDate". - Penney adjustments were sometime being posted when not necessary - Penney adjustment made to premium summaries were not receiving the premiumcode and therefore showing up separate from the premium summary.
12/7/00			**Miscellaneous Wage Manager			- When changing release date for inactive entries, entries will automatically become active if new release date places the wage in an existing payroll period. - Corrected mouse-over hints
12/6/00			**Timecard Entries			If the pay item was not specified by user, timecard entries were not always getting payroll default, now they will.
12/6/00			**Payroll General			When creating periods, if only two periods were required to create periods to-date, no periods where being created. Now, the one or two periods will be created with out prompting. Payroll Summaries were not sometimes off a few pennies from the Employee Period Summary. This is a rounding issue. Now, an adjusting entry (termed a ‘penney adjustment’) is made to the wage summary during preparation for each pay item/department combination. This corrects the rounding descrepancy.
12/6/00			**Miscellaneous Wages / Commission For Job			Fixed error "parameter aTrue not found" when viewing wages for period. Commission entries no longer requires percentage when a total sale is entered for commissions. (still requires total sale if percentage is entered). Misc wages were being marked 'inactive' for dates previous to the startdate when a period was created. This was unintentionally deactivating wages for previous periods. The deactivation of previous wages and activation of current wages now occurs during prepartion of periods. This ensures that all wages for a period are active for payroll and all entries previous to the first payroll periods are inactive and won’t continue to show as wages to-be-paid in the misc wage manager.
12/6/00			Account Register Transfer			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			**Payroll			Occasionally, semimonthly pay periods were created with improper date ranges. This has been corrected.
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.
RELEASE 1.3.0.9 – 12/2/00
12/2/00			**Payroll Manager			Pay item/rate adjustment: right click on a timecard entry in the Employee review mode of the Payroll Manager, select Rates… \| Adjust pay item/rate…. This option allows you to change all entries with a specific pay item/rate to a new pay item/rate.
12/2/00			**Timecard / Premium Code			Update fixed garbage characters in the timecards premium code, also resets Premium time and Manual OT to zero for these entries.
12/2/00			Vendor Part			Added LastCost to VendorPart information - updated when receipts / vendor invoices are posted.
RELEASE 1.3.0.8 – 12/1/00
12/1/00			**Piecerate Assistant			**You can now access the Miscellanious Wage Manager from the piecerate assistant if you have the appropriate user ability.
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.
11/30/00			**Payroll Manager			**Period, Employee, and Timecard grids: double clicking a row in the grid will perform the same action as pressing enter. Employee review mode: · When navigating to the Employee/Timecard review mode, NTC entries are reset to match payroll setup (IsPaid, Payitem, etc…) Previous to 130.08, the payitem/rates may not have been reset appropriately. With 130.08, this is now functioning properly. · Timecard entry view: was displaying a yellow circle at the beginning of a row to indicate non-regular entries. Now the entire row is displayed as black text on yellow background. (this is the same for the timecard and miscellaneous wage manager) · When selecting a pay item from the drop-down in the employee review mode, the IsRegOT flag will now be set to match the pay item.
11/29/00			**Payroll Manager			**When preparing a period and checking timecard entries for invalid pay items, ignore non-paid entries.
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 within +/- 15 minutes of the current time.
11/24/00			Purchase Order			Added purchase history form - popped up from the purchase order to review past purchase prices and possibly select a different vendor for the current purchase order.
11/24/00			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.
RELEASE 1.3.0.7 – 11/24/00
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'.
11/20/00			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.
11/17/00			Payment / Write Check			Added option for 2nd stub to the Print Alignment setup in the Write Check form.
RELEASE 1.3.0.6 – 11/16/00
11/16/00			Timecard Entry			Require a department to be entered. Don’t just default to ‘00’ if one is not entered.
11/16/00			Employee Setup			Don't force the employee default department to '00' if left blank. This allows the decision on the department for wage entries to be determined at the time of entry, instead of always defaulting to the default for the employee.
11/16/00			Job			Require a department on the call before posting, assuring that a department has been assigned before posting call progress entries. The call department default based on the call type assigned.
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			**Payroll Manager			**Would get 'Control "" has no parent window' when attempting to display the list of employees not set up for payroll when preparing a payroll period.
11/13/00			**Payroll Setup			**'Use daily overtime' message was displaying based on the setting for 'Use weekly overtime'. Occasionally would get 'Range check error' when doing setup for the first time.
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.
11/10/00			General			Added What's New button to the DB Update form, which displays and enables after a version update is installed.
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 1.3.0.5 – 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			**Commissions			**Access commissions for job from A/R Invoice Detail by clicking the commission button in the upper left of the miscellaneous costs page. If the user has Miscellaneous Wages ability, he can view payroll information on commissions for a job by right-clicking grid and selected "Show payroll information".
11/9/00			**Payroll			**When creating periods, all miscellaneous wages in the period date range will be marked as "PayrollActive", and any wages before the period start date will be marked as PayrollInactive".
11/9/00			Payables 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 1.3.0.3, 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 1.3.0.4 – 11/6/00
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.
11/6/00			Reference Books			The form will grow as necessary as items are inserted.
11/3/00			Part Item Detail			Since version 1.3.0.3, an item would not save if a vendor was entered without entering a vendor item number (there was no error message either). This works now.
RELEASE 1.3.0.3 – 11/3/00
11/3/00			Pricebook			Item groups in the pricebook were listed with the item groups code instead of the description.
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.
11/2/00			**Timecard Report			**Wasn’t including onsite or dispatch entries.
11/2/00			User Groups			Added a user ability for modifying vendor item numbers.
11/2/00			A/R Invoice			Was not allowing labor cost to be entered for agreement visit line items.
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			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.
10/31/00			General			Some forms, including the logon form, were split in half on Multi-monitor systems.
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.
RELEASE 1.3.0.2 – 10/27/00
10/26/00			Utilities			Added the ability to compact company databases. The Control Panel no longer has to be used to compact. Modified zone color utility to prompt for confirmation before running, and to only update zip codes where a zone has been entered.
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 1.3.0.1 – 10/24/00