What's New in SW21 1.3.0

SuccessWare 21^®

Version 1.3.1.x

What’s New in version 1.3.1.21

· Payables—You can now age payables by either Item Date or Due Date. This option can be configured in General Setup on the Payables tab for aging of payable accounts. You also have the option to override the setup when printing your A/P Aging report or your Open Payables report. Aging categories have been relabeled from "Current, Over30, Over60, Over90" to "Current, 1-30, 31-60, Over60". The figures are calculated the same, only in relation to the age date option used: item date or due date. Only the column titles have changed:

- Current: not yet past the due date (or item date if that option is used)

- 1-30: between 1 and 30 days past due date (or item date if that option is used)

- 31-60: between 31 and 60 days past due date (or item date if that option is used)

- Over60: more than 60 days past the due date (or item date if that option is used)

What’s New in version 1.3.1.17

· Pre-G/L A/R Invoices—Invoices created 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 manager’s grid to access the menu options.

What’s New in version 1.3.1.15

· There is a new user ability setting to control whether a user can override flatrate task prices when entering invoices. In User Setup, select Groups. For each user group, on the Customer Service page in the A/R Invoice section, check the Price Override option if users in the group should be able to override prices, uncheck the option if they should not be able to override prices.

· 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.

· Concern Phone Call processing - added options for collecting, editing and reporting on 'Concern' type calls and their resolutions.

· Phone call taken date / time can now be modified

- This option is primarily used for recording calls that came in after regular hours and can only be performed by users with administrative abilities.

- To modify the call taken date/time: From the Call Taking screen, press F11 to open the Phone Call Review form and adjust any filtering conditions as needed. Highlight the call to be edited, and then press Ctrl+D (popup menu item) to open the Editing panel. Enter the desired date and time (there is an option to replace the original call taker with the current user if desired) and select Post to record the changes.

What’s New in version 1.3.1.7

· 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.

· New G/L default account for Agreement revenue - service.

- The service portion of agreement billings now posts to this default account. The initial value for the account is the same as the account selected for Agreement revenue – maintenance.

- The G/L account selected for Agreement revenue - service cannot be modified if there is a balance in the currently selected account. If you want to set up an Agreement revenue - service account different from Agreement revenue – maintenance:

- Post journal entries to zero out the balance in your Agreement revenue - maintenance G/L account using a ‘clearing account’ as the offset.

- In G/L Setup / Default Accounts, select the appropriate G/L account for Agreement revenue – service.

- Post journal entries to remove the balance from the ‘clearing account’ and move the appropriate balances into the Agreement revenue – maintenance and the Agreement revenue service accounts.

What’s New in version 1.3.1.5

· Additional documentation for the Technician Productivity/Profitability Report.

· 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 1.3.1.4

· 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.

· 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 1.3.1.2

· 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 1.3.1.0

· Sales Lead Tracking

· Employees and Subcontractors

Fixes made in 1.3.1.x

DATE				MODULE / FORM			DESCRIPTION
RELEASE 1.3.1.28– 1/18/02
1/16/2002	G/L Transaction report				The report was not grouping properly by account description. It was using the transaction description instead.
1/16/2002	Printed A/R Invoice				Since version 1.3.1.22, the invoice was no longer reflecting additional payments applied through accounts receivable.
RELEASE 1.3.1.27– 1/15/02
1/15/2002	Vendor Invoice				When an invoice was created, terms set up with a fractional discount percentage were incorrectly getting rounded to the nearest whole percentage on the invoice.
1/15/2002	Inventory Transactions report				Since version 1.3.1.22, the report was not printing the expense type. Added a subtotal for the transaction quantity that is visible when item number is included in the report grouping.
1/14/2002	Payroll Reconciliation				Reconciliation posting would sometimes fail with ‘Debits not equal Credits’ if changes were made to the labor burden setup after posting of the payroll period. The LBM Monitor information was not correct when viewing a period after the reconciliation had been posted.
1/14/2002	Payroll				Labor burden would not post properly if changes were made to the labor burden setup between preparation of the period and posting of the period. Now Labor Burden settings are applied to the period whenever the period is prepared. These saved settings are then used when the period is posted and reconciled.
1/14/2002	Payroll Setup				The LBM Preset and Threshold fields are now enabled regardless of the 'Post labor burden' settings so that LBM can be calculated and monitored without posting the calculations to the general ledger. Tab order was incorrect on the Labor Burden page of Payroll Setup.
1/12/2002	Vendor Invoice				It was possible to type in a discount amount with more than two decimals of precision. The amount would display with two decimals, but the database would store the extra precision entered. This extra precision would carry through to the check that paid the invoice, causing problems when the checking account was reconciled. The reconciliation would show $0.00 difference, but would not allow the reconciliation to be finalized.
1/12/2002	Service Location List, Job Summary Analysis, Sales Tracking, Calls, Assignments, and Visits Due By Month reports.				These reports fail with 'Unspecified error' when grouping by Zone.
1/12/2002	Job Summary Analysis report				The report fails with 'Field not found' when grouping by Tech.
1/12/2002	Payroll Reconciliation Import				Sometimes the error 'List index (-1) out of bounds', or 'Cannot access column -1 (max=x). Double check your import setup', would occur when importing payroll reconciliation and the import would abort. This was caused when the reconciliation set up for deductions or additional expenses had an item with invalid row values (-1), but there was no row identification selected. The import will now ignore items where row identification does not cause a line match in the import file, and continue.
RELEASE 1.3.1.26– 1/10/02
1/10/2002	Payroll Reconciliation Import Filter Setup				-When the import filter setup could not be saved (folder access, out of disk space, etc.) -Sometimes a 'List index out of bounds' error would occur when a line in the import file was not valid for importing. The program will now report the line number that is invalid when the import file is opened. -An access violation error was occurring when opening the import filter setup and no Deductions (or Employer Expenses) had been set up. -(ASP only) The import filter setup could not be saved because of folder access privileges.
1/10/2002	Payroll Reconciliation Import				Sometimes a 'List index out of bounds' error would occur when a line in the import file was not valid for importing. A message now displays informing the user to check the import filter setup. Import filter setup will show the line causing the problem.
1/9/2002	Task Detail				When accumulating total labor allotment, the form was not taking into account the quantities entered on the line items.
RELEASE 1.3.1.25– 1/7/02
1/7/2002	P/R Employee Period Summary report				Was failing with 'Field cannot be referenced as DateTime' error. If the user attempted to enter the payroll period before entering an employee, a period selection could not be made, but the screen would lock the user into the period field. The only was out would be to close the form.
1/7/2002	Invoice Manager				Since 1.3.1.22, the program was not prompting 'Update printed invoices' after printing invoices from the Next Batch view.
RELEASE 1.3.1.24– 1/5/02
1/5/2002	Customer				The Installations indicator was sometimes not correct.
1/5/2002	Customer Search, Call Taking				When attempting to open Call Taking from the Customer Search and the Call Taking screen was already open, the Call Taking screen would not start a call because of a 'Cannot make visible window modal' error. When opening Call Taking from Customer Search, if a phone call is already active for a different customer, the existing call will be placed on hold prior to starting a new phone call.
1/5/2002	Marketing				The marketing list export was not including prospects (no billing account) in the export file, even though they were in the marketing list.
1/4/2002	Sales Tracking report				Average Sale calculation was not correct.
1/3/2002	Purchase Order				Since 1.3.1.22, the printed purchase order was not printing the item number.
1/2/2002	Service Location List report				The 'Not Serviced' option was not working properly. The report would still include locations that had service in the specified date range.
RELEASE 1.3.1.23– 1/2/02
1/2/2002	Timecard report				The report was not printing entries where the status code was longer than 10 characters.
12/31/2001	Warehouse Stock List report				Since version 1.3.1.22, the report would fail with 'tqryCountCheck error'.
12/31/2001	Sales Tracking report				When selecting a single salesperson for Quoted By, it would always report 'Nothing to report'. Grouping by Quoted By was not working properly.
12/27/01	Grid reports				Since version 1.3.1.22, the grid reports would fail with ‘Tquery error’.
12/27/2001	A/P Item Distribution report				Added an option to include uninvoiced receipts. Added an option to print based on invoice or receipt date.
RELEASE 1.3.1.22– 12/26/01
12/26/2001	Cash Receipt				It was possible to get locked up if an unexpected error occurred while posting a cash receipt - the Billing Account History would be visible, but could not be accessed. Now the cash receipt form will be redisplayed with an option to try posting again, or to cancel.
12/26/2001	Item Search				Sometimes the error 'General SQL error. The ORDER BY expression (VendorItemNumber) includes fields that are not selected by the query' would occur when entering a task item number onto an A/R invoice.
12/22/2001	Task form				When a task was set up for price override, and the price formulas set up to add tax, the tax amount portion of the sale was not getting recalculated, based on the change in miscellaneous sale from the price override.
12/22/2001	Reference lookups				Reference lookups were sometimes filtered based on prior use of the reference book. For example, the call center employee filters would not always list all employees. If the last use of the employee/salesperson book was when typing in a valid salesperson code in the Job form, then the call center employee filters would only list the salesperson that was just entered in the Job form.
12/22/2001	Payroll/Timecard				The overtime calculations were not working properly when using both daily and weekly overtime. The hours were going into overtime on a daily basis properly, but the daily overtime hours were still being included in the weekly regular time totals forcing weekly overtime before 40 regular weekly hours was reached.
12/21/01	A/P Invoice List report				The payment column calculation (and hence balance) was not always correct.
12/21/01	Work Order Report				Sometimes was not always printing the notes for all of the service history records. Other reports with memos may have had the same problem.
12/20/2001	Sales Tracking report				Memos were not printing for all items included in the report. Other reports with memos may have had the same problem.
12/17/2001	Script/QuickStart				When turning off script, if a script window was open, it would remain open. Now, when script is turned off, any open script window closes.
12/17/2001	A/R Invoice				Printing of the invoice was not properly flagging the invoice as “printed”.
12/17/2001	Invoice Manager				The 'Not Printed' view was not working - it was always empty.
RELEASE 1.3.1.21– 12/17/01
12/17/2001	Payables				You can now age payables by either Item Date or Due Date. This option can be configured in General Setup on the Payables tab for aging of payable accounts. You also have the option to override the setup when printing your A/P Aging report or your Open Payables report. Aging categories have been relabeled from "Current,Over30,Over60,Over90" to "Current,1-30,31-60,Over60".
12/13/01	Customer History form				Added a Concerns grid (only visible when there are concerns)
12/12/2001	Calls, Assignments reports				Added Taken By to the group and sort by lists.
12/12/2001	Part Item Value Adjustment				When making an item value adjustment the error 'Debits <> Credits' would sometimes occur depending on the quantity, the old and the new average value. There was a rounding issue that has been corrected.
12/12/01	Work Order Report				Added Equipment Notes (can be used for entering multiple filters etc.)
12/12/2001	Agreement				If you tried to change an agreement from fixed to perpetual by changing the agreement type, and using the template, the end date would not clear. Note: If the term was changed from fixed to perpetual using the term selector, the end date would clear properly.
12/12/2001	Sales Tracking report				Fixed some columns / labels that were not wide enough.
12/12/01	Job Summary Form				Expanded Work Done & Work Suggested Fields 'On Enter' Added Hot Key for this (alt+W)
12/11/01	Sales Tracking Report				Fixed average sale amounts
12/11/2001	Call Taking				If you had a city with multiple zips and the zip had multiple cities, when you selected the city, the matching zips would pop up for selection. You would select it again, and cities matching the selected zip would pop up again, and on and on, until you pressed ESC to break the cycle.
RELEASE 1.3.1.20– 12/11/01
12/11/01	General Ledger				(SQL Server only) When running financial reports and attempting to compile the general ledger report figures, the compiling would to all the way to the end, then get an 'Illegal operation' and abort the program.
RELEASE 1.3.1.19– 12/11/01
12/11/01	Call Taking Receivables				Call taking was creating new billing accounts with OpenCount=1, which caused them to show up in the Receivables Manager when filtered for Open Items. Note that this situation would eventually correct itself when accounts were aged.
12/11/2001	Comm Center / Paging				Since version 1.3.1.18, the error 'Field UnitAge not found' would occur depending on the configuration of the paging fields.
12/11/2001	Pricebook				Since version 1.3.1.17, when printing either the Standard or Tiered Pricebook, the error 'Invalid Blob handle' would occur under some circumstances.
12/11/2001	Call Taking				Sometimes the error 'Field IsSalesEst not found' would occur when using scheduling (CTRL+S) in call taking.
12/10/2001	ClientRx				Improved performance during "Gathering Network Information" process. Testing will now be possible for system that never accessed SuccessWare as well as those experiencing an error when gathering network info.
12/4/2001	Call Center				The call information panel at the bottom of the call center gave no indication when an agreement had been terminated. Now the expiration date will show 'Terminated'.
12/4/2001	Customer History				There was no indication when an agreement in the list had been terminated until you selected one and the detail for the agreement displayed. Now terminated agreements will be drawn with a red line through them.
RELEASE 1.3.1.18– 12/04/01
12/4/2001	Printed Work Order				When a customer had a lot of service history, work order printing would fail with 'Invalid BLOB handle' error.
12/4/2001	Item Detail				Fixed possible 'qry: Field IC_ItemID not found' error.
12/4/2001	Item Search				When an item was modified or deleted, the item search query was not being refreshed until the next user-initiated search, and the form possibly could have allowed invalid item numbers (deleted items) to be entered or could have returned invalid information (modified items). One result of this was the possible addition of inventory stock items for no longer existing items.
12/3/2001	Payroll				All timecard entries were being set up to accumulate hours toward overtime (IsRegOT=True) regardless of the IsRegOT setting on the Pay Item. If there were hours that should not accumulate toward overtime, it was necessary to manually correct each timecard entry.
12/3/2001	Call Taking				Added fields for entering Warranty Type notes and Agreement Type notes when taking a call. These fields can be entered through the Directions and Equipment panel (Ctrl+D).
12/3/2001	Part Item / Vendors for Item				When adding vendor item information for a part, entering, then clearing, the List Price column would crash the program with 'Stack overflow' error.
12/3/2001	Renewal Notice				The tax calculation on the agreement renewal notice was not rounding properly - it was sometimes off by a penny.
12/1/01	Sales Tracking Report				Added option to show Customer Info (Name, Address, Phone)
11/30/2001	Agreement Manager				Using the popup menu open Open Invoice on an agreement that had not been activated (invoiced) yet would result in the creation of a new incomplete invoice that could not be opened by the invoice manager in order to try to post or void the invoice.
11/28/2001	Technician Profitability report				The hours column was not wide enough for amounts totaling over 1000. Widened the Tech Profit column to show totals over $1,000,000 without overlapping the Tech Sale column.
11/27/2001	Task form				CTRL+C could not be used to copy information, such as notes, in order to paste into another task because CTRL+C was used to add a new item category on the fly. CTRL+C for adding a new category now is only available when in the category or group fields of the form. CTRL+C copies the selected text into the clipboard anywhere else on the form.
11/27/2001	Equipment age				The equipment age entered on a job was sometimes not shown properly on other places including the Call Info panel at the botton of the Call Center, the Call and Visit grids on the right side of the Call Center, and the Location History report.
11/27/2001	Income Statement - Multi-department				A line for an account was not printing if the account total was zero but there were non-zero amounts for specific departments in the report.
11/27/2001	Inventory - Import Stock Items				If a warehouse had a warehouse number that was part of another warehouse number (e.g. 'T1' and 'T10'), you could not enter or select the shorter warehouse number to import from. Now the list will pop up and the shorter one can be selected.
11/27/2001	Inventory Manager				Eliminated possible 'Cannot focus a disabled or invisible window' error messages.
11/27/2001	Pay Bills				If the Checks button was clicked after modifying the amount to pay or the discount amount without saving the change, the checks would not print and 'Access violation' errors would occur after closing the Check Queue form.
11/27/2001	Vendor Invoice				Clicking the Post button a second time while the invoice was posting would cause the invoice to double-post to payables and G/L. Double-clicking the Post button would result in errors such as 'Cannot perform this operation on a closed dataset' and 'Access violations'. Both of these problems have been corrected. The potential for similar problems was also present in the A/R Invoice, inventory transactions, checkbook payments/adjustments/deposits, warranty reserve adjustments, agreement reserve adjustments, and others.
11/27/2001	Payables Manager				The Reconcile option would report incorrect source balances if a payment was made with a date other than the current date and if the payment took an early payment discount.
11/21/2001	Inventory Manager				Trying to sort by the BinNo column in the Stock/Whse view would fail with 'BinNo could refer to more that one table listed'.
RELEASE 1.3.1.17– 11/21/01
11/21/2001	Call Taking				Since version 1.3.1.15, when entering a call and billing to an alternate billing account, a 'List index out of bounds' error would display when entering the account name and address, and the search for existing matching accounts would fail.
11/21/2001	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	Reports				Modified the following reports to create a TAB delimited file rather than a comma delimited file when printing to a text file: Billing Customer List, Service Location List, Equipment List, Equipment Comparison, Warranty Expiration, Invoice List, Agreement Anniversary, Agreement List, Open Receivables, Printed Purchase Order, and Sales Tracking. This change was made for consistency since there are other reports that already export in TAB delimited format.
11/20/2001	Call Center Vertical View				Special schedules set up for employees were not being reflected in the vertical 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.
11/19/01	General				If the user sets the SuccessWare21 desktop shortcut to launch maximized, the application launches normally. Previously, the toolbar would be displayed improperly.
11/19/2001	A/R Invoice Manager				Invoices created 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 manager’s 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 payroll reconciliation.
11/16/2001	Check Register				Added feature to void payroll checks and checks with missing G/L entries for master logon only.
RELEASE 1.3.1.16– 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.
11/13/2001	Agreement				Creating a new / renewal invoice for a new agreement would sometimes fail with 'Create invoice canceled [B]'.
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 1.3.1.15– 11/8/01
11/8/2001	Payroll				Since version 1.3.0.09, 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	Income Statement reports				Added an option to print a Variable Margin subtotal after each Expense Group subtotal is printed.
11/8/2001	Inventory Stock Valuation report				Since version 1.3.1.04, BinNo was no longer printing on the report.
11/7/01	Tech Profitability Rpt				Employee Hours in Summary band was too small to show the correct total in some cases.
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.
11/6/01	Call Taking Review				Added option to edit Call Taken Date and Time in Call Taking Review form (Admin ability needed).
11/6/01	Call Taking Review, Phone Call Report, Snap Shot				Added options for collecting, editing and reporting on 'Concern' type calls and their resolutions.
11/6/01	User Groups, AR Invoice				Added a user ability setting to control whether a user can Override Flatrate Task Prices when entering invoices.
11/6/01	Sales Invoices Report				Added option for ONLY no-charge invoices. Invoice Date was sometimes truncated at the left margin.
11/6/01	A/P Item Distribution Report				Added option to group by warehouse.
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 1.3.1.14– 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 1.3.1.13– 10/31/01
10/30/2001	Agreement reports				Added sort/group by preferred tech.
10/30/2001	Cash Receipts				Since version 1.3.1.09, 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 1.3.1.09, 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 1.3.1.12– 10/30/01
10/29/01	Location History Report				Added option for Current or Archived History report. Modified Print To File options to accommodate Current or Archived report.
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.
10/25/01	DB Version updates				When an SW update was installed, the DB version update program would report errors updating the starting databases, even though there was no problem with them.
RELEASE 1.3.1.11– 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 1.3.1.09, 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 1.3.1.10– 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.
10/20/2001	Pricebook				The overhead section was not indicating which categories and/or groups had invalid expense types.
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.
10/18/2001	Timecard				The department field when being skipped when making a timecard entry.
10/18/2001	Job Summary				If you typed in the payment method the box for credit card number, check no, etc. would show but the cursor would not be in the field. Corrected the form so that the credit card number field will be focused whether the payment method is selected or typed in. Fixed the field tab order in regard to the happy check panel.
RELEASE 1.3.1.09– 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	Schedule Advisor				Only employees that were not sales people were showing up. Now sales people show up for sales calls, techs show up for non-sales calls.
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 1.3.1.08– 10/10/01
10/9/01	Phone Call Report				Added option for Aborted Calls - Selecting 'Aborted Calls' will only show ABORTED CALLS, otherwise aborted calls are removed from report. Added option to Expand Detail, which will show customer info, description of call, concern info (Employee, Job #, Contact, Description), and other Info (description). The expanded detail lines will only be visible when there is related info to show.
10/09/2001	Job/Invoice/Quote				In version 1.3.1.06, there was a correction made regarding changes to a job from sales to non-sales, and vice versa. Jobs that had been changed prior to version 1.3.1.06 may not have been properly corrected.
10/9/2001	Warranty Expiration, Invoice List, Agreement List reports				Set up fields for 'Print to text file' option.
RELEASE 1.3.1.07– 10/08/01
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	Agreement				Added a new G/L default account for Agreement revenue - service. The service portion of agreement billings now posts to this account.
10/6/2001	Purchase Order, Vendor Invoice				The vendor name / address information now includes the vendor's FAX number.
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 1.3.1.06– 9/26/01
9/26/2001		Purchase Order, Vendor Invoice				Some part items would not show up in the item search.
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.)
9/25/2001		Invoice Manager				Sales Quotes were showing up in the 'to-be-posted' view.
9/25/2001		Job/Invoice/Quote				When changing Job Class from a non-sales job class to a sales job class, the existing job invoice is converted to a quote if possible. When changing job class from sales to non-sales, the quote is converted back to an invoice if possible. If it is not possible to convert a invoice/quote (an invoice lock must be placed to do this) then the job class will not be changed.
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 1.3.1.05– 9/24/01
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.
9/22/2001		Employee Manager				Added some non-visible columns to the grid for the grid report.
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
9/18/2001		Account Register				Since version 1.3.1.3, 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)
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 1.3.1.04– 9/12/01
9/11/2001		Employee Manager				When creating new employee from employee manager menu, the new employee could not be saved. Selecting save or post would result in the error 'Invalid Lock'.
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.
9/7/2001		Call Center – horizontal call view				Since version 1.3.1.02, 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.
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.
RELEASE 1.3.1.03– 9/5/01
9/4/2001		Timecard report				The timecard report was excluding all non-job related entries.
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.
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 1.3.1.02, 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.
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.
RELEASE 1.3.1.02– 8/24/01
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.
8/24/01		Sales Est Report				Added taken date.
8/23/2001		Sales Estimate Job Summary				Estimate Date, Sale Unit, Lead Notes will default to the jobs Scheduled Date, Unit Type, and Instructions.
8/23/01		Sales Tracking Report				Corrected caption to Estimate Date.
8/23/01		Sales Tracking report - Call Sheet				Reformatted to include directions and instructions.
8/23/01		Work Order report				Fixed the option for printing work orders that are marked as Sale Estimate.
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 1.3.1.01– 8/16/01
8/16/01			Initial Release

What’s New 1.3.1

Fixes 1.3.1

What’s New / Fixes 1.3.0